#  @davey_juice Bill 'Latency Lord' Brennan Frank Slootman's abandoned projects are not directly mentioned, but his past companies' performances are being discussed. Mercado Libre ($meli) and other Latin American e-commerce companies are seeing positive developments, with $nu partnering with $meli's competitors and $se launching new initiatives to improve logistics and membership programs. Several stocks are being discussed, including $crdo, $rbrk, $se, and $nu, with some users sharing their investment strategies and portfolio updates. ### Engagements: [------] [#](/creator/twitter::1454132363529699329/interactions)  - [--] Week [-------] -21% - [--] Month [-------] -12% - [--] Months [---------] +171% - [--] Year [---------] +172% ### Mentions: [--] [#](/creator/twitter::1454132363529699329/posts_active)  - [--] Week [---] -10% - [--] Month [---] -8.80% - [--] Months [-----] +65% - [--] Year [-----] +163% ### Followers: [-----] [#](/creator/twitter::1454132363529699329/followers)  - [--] Week [-----] +0.57% - [--] Month [-----] +2.70% - [--] Months [-----] +47% - [--] Year [-----] +87% ### CreatorRank: [-------] [#](/creator/twitter::1454132363529699329/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #3327 [technology brands](/list/technology-brands) 20.39% [finance](/list/finance) 15.13% [social networks](/list/social-networks) 3.29% [countries](/list/countries) 2.63% [celebrities](/list/celebrities) 1.32% [cryptocurrencies](/list/cryptocurrencies) 0.66% [gaming](/list/gaming) 0.66% **Social topic influence** [$crdo](/topic/$crdo) #9, [$rbrk](/topic/$rbrk) #4, [$app](/topic/$app) #18, [$nvda](/topic/$nvda) #381, [$dlo](/topic/$dlo) #3, [$meli](/topic/$meli) #10, [$crwd](/topic/$crwd) #16, [$net](/topic/$net) #33, [$ddog](/topic/$ddog) #15, [$now](/topic/$now) #169 **Top accounts mentioned or mentioned by** [@daveyjuice](/creator/undefined) [@drowsyinvestor](/creator/undefined) [@manthantweets1](/creator/undefined) [@rhesane](/creator/undefined) [@kreizjordy](/creator/undefined) [@wedgegoat](/creator/undefined) [@firstadopter](/creator/undefined) [@capexandchill](/creator/undefined) [@logicalthesis](/creator/undefined) [@rogercomred](/creator/undefined) [@lucha_stocks](/creator/undefined) [@william_r2rclub](/creator/undefined) [@park_invest](/creator/undefined) [@synthultrades](/creator/undefined) [@mygrowthstocks](/creator/undefined) [@pradeeepk](/creator/undefined) [@sharath_tweets7](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@noalgos](/creator/undefined) [@eyalweiss](/creator/undefined) **Top assets mentioned** [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [AppLovin Corporation (APP)](/topic/$app) [NVIDIA Corp. (NVDA)](/topic/$nvda) [DLocal Limited (DLO)](/topic/$dlo) [MercadoLibre Inc (MELI)](/topic/$meli) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Cloudflare, Inc. (NET)](/topic/$net) [Datadog Inc (DDOG)](/topic/$ddog) [Now Coin (NOW)](/topic/$now) [Sea Limited (SE)](/topic/$se) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [NuCypher (NU)](/topic/$nu) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Zscaler Inc (ZS)](/topic/$zs) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Advanced Micro Devices (AMD)](/topic/$amd) [Duolingo, Inc. (DUOL)](/topic/$duol) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Freedom Holding Corp. (FRHC)](/topic/$frhc) [Asana, Inc. (ASAN)](/topic/$asan) [Helium IOT (IOT)](/topic/$iot) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Snap, Inc. (SNAP)](/topic/$snap) [Atlassian Corporation PLC (TEAM)](/topic/$team) [monday.com Ltd. (MNDY)](/topic/$mndy) [Snowflake Inc. (SNOW)](/topic/$snow) [Salesforce Inc (CRM)](/topic/$crm) ### Top Social Posts Top posts by engagements in the last [--] hours "$frhc I owned this and made 20-30% off it back in [----]. Its up about 4-5x from where I sold. In [---] years public its up 2160%. The financials were so good I thought it might be fraud. Likely a vehicle for Russian oligarchs to get their money out since the war started as well. They primarily operate in Kazakhstan Armenia Cyprus. Their financials are even more sketch looking tbh" [X Link](https://x.com/davey_juice/status/1978581262349541597) 2025-10-15T21:58Z [----] followers, [----] engagements "$asan CEO should use his money to buy more shares instead of making the world a more dangerous place" [X Link](https://x.com/davey_juice/status/2003791542373544018) 2025-12-24T11:35Z [----] followers, [---] engagements "At this point there are [--] companies that meet my standards AND also meet my valuation framework to ensure likely returns above market average. I would argue that $crwd $zs $glbe $amd are on edge of being companies I don't care much to hold and $net valuation is wild. Without making money off covered calls I would be mostly out these names. The [--] names I'm excited about on a multi year horizon: $meli $rbrk $nu $crdo $ddog $app $nvda $se $dlo $tsm $alab Watchlist with additional [--] names in order from favorite to most speculative: $pltr $axon $snow $nbis $oust Other than these [--] (21 including" [X Link](https://x.com/davey_juice/status/2004289103341273398) 2025-12-25T20:32Z [----] followers, [----] engagements "$iot has no business being valued at a higher market cap than $rbrk imo" [X Link](https://x.com/davey_juice/status/2016420549275107600) 2026-01-28T07:58Z [----] followers, [----] engagements "I previously successfully swing traded $axon twice in past 3-4 months very successfully (once gaining a ton in just [--] hours) Both times I bought bw 500-550. This time I won't flinch until we get within 10-20$ of [---] or better yet into the 400s. Ideally this thing gets cut in half to a legit digestable valuation. Keeping an eye here. One of the few quality companies I would to own but don't. Valuation still a bit wacko imo" [X Link](https://x.com/davey_juice/status/2016716867058942271) 2026-01-29T03:35Z [----] followers, [----] engagements "$ddog chart always looks kinda like this" [X Link](https://x.com/davey_juice/status/2017202178947985462) 2026-01-30T11:44Z [----] followers, [----] engagements "Added about [--] shares to $rbrk at 55.5" [X Link](https://x.com/davey_juice/status/2017300374843961792) 2026-01-30T18:14Z [----] followers, [----] engagements "$APP Market has never understood the ad space all that well. Whenever any general industry news is released the reactions are quite extreme and not nuanced. Opportunity here especially as e-commerce scales even close to how gaming did (10x bigger TAM). Earnings in [--] days" [X Link](https://x.com/davey_juice/status/2017576238756340012) 2026-01-31T12:30Z [----] followers, [----] engagements "Best deal for LT $rbrk $nvda $crdo $app" [X Link](https://x.com/davey_juice/status/2017715117798932909) 2026-01-31T21:42Z [----] followers, [----] engagements "Anyone invested in $snap deserves this lesson It's been an obvious shit co for years now If you own this and you've been invested for years you should probably think deeply if investing in individual equities is for you" [X Link](https://x.com/davey_juice/status/2018606502400164187) 2026-02-03T08:44Z [----] followers, [----] engagements "On top of these adds Added [--] shares to $now at [-----] [--] shares to $rbrk at 49.79" [X Link](https://x.com/davey_juice/status/2019451276338004342) 2026-02-05T16:41Z [----] followers, [----] engagements "Added [--] shares to $rbrk at [-----] Added [--] shares to $now 101.68" [X Link](https://x.com/davey_juice/status/2019530659509989589) 2026-02-05T21:56Z [----] followers, [----] engagements "$team has a negative gaap PE No valuation support for negative p.e 55M in TTM FCF minus SBC Not a serious company" [X Link](https://x.com/davey_juice/status/2019730682285830639) 2026-02-06T11:11Z [----] followers, [----] engagements "Added a bit back to $meli at [----] Some very light trims on a few names like $nbis & $crdo to manage margin" [X Link](https://x.com/davey_juice/status/2019799479440871542) 2026-02-06T15:44Z [----] followers, [----] engagements "Views from the top of a preserved dune" [X Link](https://x.com/davey_juice/status/2020226757660668104) 2026-02-07T20:02Z [----] followers, [---] engagements "Sad state of things in USA" [X Link](https://x.com/davey_juice/status/2020813082851766588) 2026-02-09T10:52Z [----] followers, [----] engagements "You think logical and Shay are still long $jmia or have they deleted their tweets. @LogicalThesis blocked me years ago for trolling him. he tried to trick all the new investors on here by saying that $jmia was the next $meli and $se and even went further saying it could be bigger. I remember all. Stick to trading logical and Shay stick to copy and pasting AI slop you don't know anything about. They've been doing the same run rate for years now. Company is a disaster. Only a low IQ would think otherwise" [X Link](https://x.com/davey_juice/status/2021194039299625447) 2026-02-10T12:06Z [----] followers, [----] engagements "$DLO intends to release financial results for its fourth fiscal quarter ended December [--] [----] on March [--] [----] after market close" [X Link](https://x.com/davey_juice/status/2016021758378172870) 2026-01-27T05:33Z [----] followers, [----] engagements "Bro Trump has gotta stop tanking our currency Side note the reai is much much stronger than a year ago $nu rising due to that imo" [X Link](https://x.com/davey_juice/status/2017242892612313326) 2026-01-30T14:25Z [----] followers, [----] engagements "I've been saying this would happen for a while. $duol shareholders got greedy. No excuse to have not sold it sometime on the rise. The TAM is only so big and they captured a lot of it. Now there are many equivalent or better options available I know this well as I have spent almost a year travelling in the past few years and have met many many travelrs learning language Have spoken about this many times" [X Link](https://x.com/davey_juice/status/2017623214734659963) 2026-01-31T15:37Z [----] followers, [----] engagements "I started to add back to my $dlo position here at [-----] as the wash sale window on my past tax reduction sales have expired" [X Link](https://x.com/davey_juice/status/2018346171895255304) 2026-02-02T15:30Z [----] followers, [----] engagements "Posted this earlier but will attach here as well. Started to add to $dlo added just [--] shares for now at 13.48" [X Link](https://x.com/davey_juice/status/2018368966570266994) 2026-02-02T17:00Z [----] followers, [---] engagements "Big adds to $app [---] $crdo [---] $rbrk [--] $now [-----] $se [-----] $nvda [-----] Trimmed a bit of $nu near 18.5" [X Link](https://x.com/davey_juice/status/2018705830258888756) 2026-02-03T15:19Z [----] followers, [----] engagements "More sets of adds here $app [---] $nvda [-----] $dlo [-----] $crdo 106" [X Link](https://x.com/davey_juice/status/2018774017625206913) 2026-02-03T19:50Z [----] followers, [----] engagements "If $rbrk stays in low 50s I'll be adding more tmw very likely" [X Link](https://x.com/davey_juice/status/2019272359681663396) 2026-02-05T04:50Z [----] followers, [----] engagements "Be in North Brazil Find a juicy mango that fell off a tree. Eat the mango Natal is underrated even in Brazil" [X Link](https://x.com/davey_juice/status/2020581898922148099) 2026-02-08T19:33Z [----] followers, [---] engagements "$mndy I'm happy I only traded this a few times All time lows coming today When I was interested at first I spoke to many insiders and people in industry who told me that this company was not defensible in many ways" [X Link](https://x.com/davey_juice/status/2020842226465857775) 2026-02-09T12:48Z [----] followers, [----] engagements "Portfolio update as of 1-26-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. 71.8K$ margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $rbrk $crdo $app $meli $nu $nvda $zs * $ddog * $net * Other [--] in order: $se $amd * $dlo $glbe * $tsm" [X Link](https://x.com/davey_juice/status/2016113121589371325) 2026-01-27T11:36Z [----] followers, 25.4K engagements "Portfolio update as of 2-3-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. $99K margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $crdo $rbrk $nvda $app $meli $nu $zs * $ddog * $net * Other [--] in order: $se $amd * $dlo $glbe * $nbis" [X Link](https://x.com/davey_juice/status/2018808094210605198) 2026-02-03T22:05Z [----] followers, 13.2K engagements "Added [--] shares to $app between 399-404" [X Link](https://x.com/davey_juice/status/2019050756129554436) 2026-02-04T14:09Z [----] followers, [----] engagements "$crdo was easy money under 100$" [X Link](https://x.com/davey_juice/status/2021087267087921362) 2026-02-10T05:02Z [----] followers, [----] engagements "People seem to think that $crdo is hindsight bias but I was buying it all the way down and pounding the table more than any account I've come across" [X Link](https://x.com/davey_juice/status/2021088936219885976) 2026-02-10T05:08Z [----] followers, [----] engagements "Just IPO this and slap a 25x multiple on this Better yet 50x I'm sure it'll work out well for investors" [X Link](https://x.com/davey_juice/status/2021089783192191461) 2026-02-10T05:12Z [----] followers, [----] engagements "$CRDO is now my largest position if ah trading holds" [X Link](https://x.com/davey_juice/status/2021090082682278393) 2026-02-10T05:13Z [----] followers, [----] engagements "Recently I've been vouching for and buying just a few companies The large bulk of my buys went towards: $crdo $nvda $app $rbrk 3/4 were absolutely bent over w price action relative to their fundamentals The other was just flat out hilariously cheap (nvda) Let the records show" [X Link](https://x.com/davey_juice/status/2021186203618300171) 2026-02-10T11:35Z [----] followers, [----] engagements "Was so close to pulling trigger on a large buy on $tsm around [---] Everyone on here that follows me closely knows I've been buying between 280-330 for ages And selling around [---] Maybe this is the time where we don't see low 300s again Can't win em all I was feeling a bit hesitant only bc my margin was getting too large Have to be relatively conservative with how high my margin gets incase the market were to really shit the bed Most of my buys up the same or more anyways but still hurts haha" [X Link](https://x.com/davey_juice/status/2021188270583914550) 2026-02-10T11:43Z [----] followers, [----] engagements "$crdo to the moon faster than your boy Elon musk" [X Link](https://x.com/davey_juice/status/2021188406152179946) 2026-02-10T11:44Z [----] followers, [----] engagements "$app $crdo These [--] companies provided a great oppty for any rational investor who understands either" [X Link](https://x.com/davey_juice/status/2021188995388998114) 2026-02-10T11:46Z [----] followers, [---] engagements "Databricks and $pltr have won the battle vs $snow imo I sold $snow for a 70/80% or so gain in the high 200s. Which isn't that impressive considering I held from IPO and bought the dips heavily. I can admit when I was only half right on my thesis but the former [--] are the best pure saas stories ( $app is SW but not grouped in with these imo as it trades diff and in ads) No plans of reentering $snow as the growth isn't that impressive anymore and the bottom line looks worse than the finances of a teenage girl who stole her mom's credit card and went absolutely bonkers. Drunken sailors. I say" [X Link](https://x.com/davey_juice/status/2021190723853250635) 2026-02-10T11:53Z [----] followers, [----] engagements "OMG The $rbrk CEO is philosophical and has a creative and unique mindset. Sell this company drowsy and go back to sleep after you hit your head against the wall enough to get tired from the concussion bc you don't like this tweet 😂" [X Link](https://x.com/davey_juice/status/2021193187436487009) 2026-02-10T12:03Z [----] followers, [----] engagements "Yep I've been following Bipul for sometime and he is a philosophical person If you don't like it sell $rbrk Life goes on" [X Link](https://x.com/davey_juice/status/2021231807350386973) 2026-02-10T14:36Z [----] followers, [----] engagements "Tried to tell everyone for almost a year that estimates were far too low on $crdo" [X Link](https://x.com/davey_juice/status/2021284665789645225) 2026-02-10T18:06Z [----] followers, [----] engagements "Accurate $ddog has been accelerating for a few quarters now while most SW has been decelerating for years Different games" [X Link](https://x.com/davey_juice/status/2021287600489738252) 2026-02-10T18:18Z [----] followers, [----] engagements "@RogerComred Right until narrative changes Who knows when that comes Probably when acceleration stops" [X Link](https://x.com/davey_juice/status/2021386349925019788) 2026-02-11T00:50Z [----] followers, [--] engagements "@dividendology What a strange list" [X Link](https://x.com/davey_juice/status/2021386602707312856) 2026-02-11T00:51Z [----] followers, [---] engagements "@Osint613 Fuck em" [X Link](https://x.com/davey_juice/status/2021435377870078365) 2026-02-11T04:05Z [----] followers, [---] engagements "Buy targets ATM (for now): $app under [---] $dlo under [--] $crdo under [---] $nvda under [---] $tsm (don't own now) under [---] $rbrk under [--] $alab under [---] (down own ATM and still would be very expensive) $meli under 2k" [X Link](https://x.com/davey_juice/status/2021437205861060962) 2026-02-11T04:12Z [----] followers, [----] engagements "Added [--] more $rbrk in low 62s Other than $app it's the only saas company I have my eyes on here Clear best play in cyber imo now that $zs and $crwd have saturated their markets and are on the other side of S curve" [X Link](https://x.com/davey_juice/status/2016262515282350133) 2026-01-27T21:30Z [----] followers, [----] engagements "Not understanding why market punishing $rbrk and $crdo a lot here Both have massive potential and are misunderstood imo. My [--] largest positions atm without a covered call" [X Link](https://x.com/davey_juice/status/2018605961800528233) 2026-02-03T08:42Z [----] followers, [----] engagements "My portfolio has been undergoing a transition that won't be fully completed until my covered calls expire Very happy with how it's been going The top of my port (minus $crwd) is filled with high conviction names that I believe have years of high & profitable growth ahead" [X Link](https://x.com/davey_juice/status/2020826023529759152) 2026-02-09T11:44Z [----] followers, [----] engagements "Dan Ives is hilarious because he once had $rblx and $bidu from his AI list And for many other reasons" [X Link](https://x.com/davey_juice/status/2020849525800284362) 2026-02-09T13:17Z [----] followers, [----] engagements "Market refuses to understand $rbrk and $crdo I have been sticking my neck out to defend these companies that market doesn't seem to try to understand even I ain't even mad though" [X Link](https://x.com/davey_juice/status/2016563005186625724) 2026-01-28T17:24Z [----] followers, [----] engagements "Added to $se at 116" [X Link](https://x.com/davey_juice/status/2017342648483303586) 2026-01-30T21:02Z [----] followers, [----] engagements "Actually hilarious that $crwd and $net haven't been nuked yet" [X Link](https://x.com/davey_juice/status/2017342790783340665) 2026-01-30T21:02Z [----] followers, 11.7K engagements "3 moves today so far. Added [--] shares to $crdo at [---] Added [--] shares to $nvda at [-----] Sold [--] $now that I bought Thursday at 121" [X Link](https://x.com/davey_juice/status/2018342188980011111) 2026-02-02T15:14Z [----] followers, [----] engagements "Added [--] shares to $se 1145" [X Link](https://x.com/davey_juice/status/2018369132127715828) 2026-02-02T17:01Z [----] followers, [----] engagements "Added more to $crdo at 109" [X Link](https://x.com/davey_juice/status/2018732023075033251) 2026-02-03T17:03Z [----] followers, [----] engagements "Added to $app [---] Added to $crdo [--] Added to $nbis [----] Added to $nvda [------] Added to $dlo 12.89" [X Link](https://x.com/davey_juice/status/2019157784806211986) 2026-02-04T21:15Z [----] followers, [----] engagements "$crdo Most people don't understand the space all that well and act as if they do Inside a TPU chip and board $goog uses electrical connections. But when TPUs are scaled into pods and superpods Google uses optical links and optical switching to connect racks and clusters. That expansion increases demand for high speed optical connectivity and signal processing which is where CRDO thrives. As TPU capacity grows the need for more optical bandwidth scales with it" [X Link](https://x.com/davey_juice/status/2019251707738239230) 2026-02-05T03:28Z [----] followers, [----] engagements "Added [--] $crdo @ 94.4" [X Link](https://x.com/davey_juice/status/2019414841740677604) 2026-02-05T14:16Z [----] followers, [----] engagements "$crdo should be a lot higher" [X Link](https://x.com/davey_juice/status/2019531463968928042) 2026-02-05T21:59Z [----] followers, [----] engagements "In this round of woke European women gone wild At live music bar on Brazil Ask woman where she's from and she's from Belgium I say I'm from USA She makes a thumbs down and a face saying oh that's not good your country sucks Tell her I love my country and voted for Trump 3x Mic drop exit scene while she makes a shocked face and starts to whisper to her friends Can't wait for round 3" [X Link](https://x.com/davey_juice/status/2019734600277209393) 2026-02-06T11:27Z [----] followers, [----] engagements "$nvda $tsm $crdo gonna have a field day in 2026" [X Link](https://x.com/davey_juice/status/2019736272840126788) 2026-02-06T11:33Z [----] followers, [----] engagements "Feels good that I sold the top of $cpng more or less" [X Link](https://x.com/davey_juice/status/2019739997482471627) 2026-02-06T11:48Z [----] followers, [----] engagements "Been telling everyone who would listen $crdo is the most mis-understood company above 20b that I follow" [X Link](https://x.com/davey_juice/status/2021090104677367898) 2026-02-10T05:13Z [----] followers, [----] engagements "My covered calls on $glbe expire in a month. If their next ER and guide doesnt WOW me I will dump this position for good use it towards lowering my margin. It is debatably the weakest idea in my portfolio atm and is allocated as my smallest position now. Still bullish LT but less so than others. Growth has slowed too fast here and they dont have full control of their eco system. I dont see any obvious reason for re-acceleration to occur" [X Link](https://x.com/davey_juice/status/2012141525715603898) 2026-01-16T12:34Z [----] followers, [---] engagements "EV/SALES is what got SaaS shareholders in trouble. It's time to use FCF-SBC multiples or GAAP multiples. Lots of these companies use shareholders as doormats Look at the more mature ones who have 10B+ in annual sales. Terminal valuation is 10x-25x FCF-SBC Most fast growers don't even have a FCF-SBC ratio which is the problem" [X Link](https://x.com/davey_juice/status/2017631146410987630) 2026-01-31T16:08Z [----] followers, [----] engagements "Less than [--] weeks till my $glbe covered calls expire. At the moment my thoughts are to completely sell out of the position at that time Only way I'll consider holding some is if earnings and guide destroy estimates" [X Link](https://x.com/davey_juice/status/2018611965413744677) 2026-02-03T09:06Z [----] followers, [----] engagements "$crdo should benefit a lot from $goog massive cap ex now expected acceleraton way past street estimates No signs of cap ex slowing" [X Link](https://x.com/davey_juice/status/2019166170356797606) 2026-02-04T21:48Z [----] followers, [----] engagements "Buys for the day $crdo $dlo $nvda $nbis Trimmed a bit of $meli for margin control" [X Link](https://x.com/davey_juice/status/2019439545893232696) 2026-02-05T15:54Z [----] followers, [----] engagements "$alab is much more expensive with much less growth than $crdo Probably still flies and a great company but imo more is priced and more MT/LT competition I choose $crdo" [X Link](https://x.com/davey_juice/status/2021090515106587046) 2026-02-10T05:15Z [----] followers, [----] engagements "It would also do very little for $amzn s/h and wont move the needle and is just a legacy company . Another dumb tweet by this guy" [X Link](https://x.com/davey_juice/status/2021091593193763174) 2026-02-10T05:19Z [----] followers, [----] engagements "$googl cloud grew 48% This guy isn't in the know" [X Link](https://x.com/davey_juice/status/2021092154982961599) 2026-02-10T05:21Z [----] followers, [----] engagements "How bullish have I been on $crdo Look at my user name for the past few months (maybe 6+ months now hard to remember exactly) The latency lord delivers every time. Bill is a god amongst men" [X Link](https://x.com/davey_juice/status/2021190955773136918) 2026-02-10T11:54Z [----] followers, [----] engagements "What in god's name Why even tweet this $duol" [X Link](https://x.com/davey_juice/status/2021194243218227712) 2026-02-10T12:07Z [----] followers, [----] engagements "Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility" [X Link](https://x.com/davey_juice/status/2021232384767623665) 2026-02-10T14:38Z [----] followers, [----] engagements "$ddog $rbrk and $path are [--] completely diff businesses that have no correlation 😂 Why does anyone follow this guy" [X Link](https://x.com/davey_juice/status/2021286857481257254) 2026-02-10T18:15Z [----] followers, [----] engagements "$net is not a shit co but investors have bid it too high It's just a bit of a bubble ATM Could be flat for [--] years if they don't continue accelerating" [X Link](https://x.com/davey_juice/status/2021379422155309098) 2026-02-11T00:23Z [----] followers, [----] engagements "@Lucha_Stocks @LogicalThesis Is this sarcasm" [X Link](https://x.com/davey_juice/status/2021431884249804838) 2026-02-11T03:51Z [----] followers, [--] engagements "$NET Look at the diff between GAAP EBIT and EBIT Beating revenue guide by 2% but missing EBIT guide by 8% Market only cares about bottom line when acceleration stops accelerating They have to continue acceleration forever or the stock will take a big hit at some point. Who knows when but a re rating likely occurs soon unless they pull a full on $pltr and continue accelerating until like 70% and start to actually make money on the bottom line at a respectable clip" [X Link](https://x.com/davey_juice/status/2021490922035245130) 2026-02-11T07:46Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@davey_juice Bill 'Latency Lord' Brennan
Frank Slootman's abandoned projects are not directly mentioned, but his past companies' performances are being discussed. Mercado Libre ($meli) and other Latin American e-commerce companies are seeing positive developments, with $nu partnering with $meli's competitors and $se launching new initiatives to improve logistics and membership programs. Several stocks are being discussed, including $crdo, $rbrk, $se, and $nu, with some users sharing their investment strategies and portfolio updates.
Engagements: [------] #
- [--] Week [-------] -21%
- [--] Month [-------] -12%
- [--] Months [---------] +171%
- [--] Year [---------] +172%
Mentions: [--] #
- [--] Week [---] -10%
- [--] Month [---] -8.80%
- [--] Months [-----] +65%
- [--] Year [-----] +163%
Followers: [-----] #
- [--] Week [-----] +0.57%
- [--] Month [-----] +2.70%
- [--] Months [-----] +47%
- [--] Year [-----] +87%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #3327 technology brands 20.39% finance 15.13% social networks 3.29% countries 2.63% celebrities 1.32% cryptocurrencies 0.66% gaming 0.66%
Social topic influence $crdo #9, $rbrk #4, $app #18, $nvda #381, $dlo #3, $meli #10, $crwd #16, $net #33, $ddog #15, $now #169
Top accounts mentioned or mentioned by @daveyjuice @drowsyinvestor @manthantweets1 @rhesane @kreizjordy @wedgegoat @firstadopter @capexandchill @logicalthesis @rogercomred @lucha_stocks @william_r2rclub @park_invest @synthultrades @mygrowthstocks @pradeeepk @sharath_tweets7 @dimitrynakhla @noalgos @eyalweiss
Top assets mentioned Credo Technology Group Holding Ltd (CRDO) Rubrik, Inc. (RBRK) AppLovin Corporation (APP) NVIDIA Corp. (NVDA) DLocal Limited (DLO) MercadoLibre Inc (MELI) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) Datadog Inc (DDOG) Now Coin (NOW) Sea Limited (SE) Global-e Online Ltd. (GLBE) NuCypher (NU) Nebius Group N.V. Class A Ordinary Shares (NBIS) Zscaler Inc (ZS) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Duolingo, Inc. (DUOL) Palantir Technologies Inc. (PLTR) Astera Labs, Inc. (ALAB) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Freedom Holding Corp. (FRHC) Asana, Inc. (ASAN) Helium IOT (IOT) Axon Enterprise, Inc. (AXON) Snap, Inc. (SNAP) Atlassian Corporation PLC (TEAM) monday.com Ltd. (MNDY) Snowflake Inc. (SNOW) Salesforce Inc (CRM)
Top Social Posts
Top posts by engagements in the last [--] hours
"$frhc I owned this and made 20-30% off it back in [----]. Its up about 4-5x from where I sold. In [---] years public its up 2160%. The financials were so good I thought it might be fraud. Likely a vehicle for Russian oligarchs to get their money out since the war started as well. They primarily operate in Kazakhstan Armenia Cyprus. Their financials are even more sketch looking tbh"
X Link 2025-10-15T21:58Z [----] followers, [----] engagements
"$asan CEO should use his money to buy more shares instead of making the world a more dangerous place"
X Link 2025-12-24T11:35Z [----] followers, [---] engagements
"At this point there are [--] companies that meet my standards AND also meet my valuation framework to ensure likely returns above market average. I would argue that $crwd $zs $glbe $amd are on edge of being companies I don't care much to hold and $net valuation is wild. Without making money off covered calls I would be mostly out these names. The [--] names I'm excited about on a multi year horizon: $meli $rbrk $nu $crdo $ddog $app $nvda $se $dlo $tsm $alab Watchlist with additional [--] names in order from favorite to most speculative: $pltr $axon $snow $nbis $oust Other than these [--] (21 including"
X Link 2025-12-25T20:32Z [----] followers, [----] engagements
"$iot has no business being valued at a higher market cap than $rbrk imo"
X Link 2026-01-28T07:58Z [----] followers, [----] engagements
"I previously successfully swing traded $axon twice in past 3-4 months very successfully (once gaining a ton in just [--] hours) Both times I bought bw 500-550. This time I won't flinch until we get within 10-20$ of [---] or better yet into the 400s. Ideally this thing gets cut in half to a legit digestable valuation. Keeping an eye here. One of the few quality companies I would to own but don't. Valuation still a bit wacko imo"
X Link 2026-01-29T03:35Z [----] followers, [----] engagements
"$ddog chart always looks kinda like this"
X Link 2026-01-30T11:44Z [----] followers, [----] engagements
"Added about [--] shares to $rbrk at 55.5"
X Link 2026-01-30T18:14Z [----] followers, [----] engagements
"$APP Market has never understood the ad space all that well. Whenever any general industry news is released the reactions are quite extreme and not nuanced. Opportunity here especially as e-commerce scales even close to how gaming did (10x bigger TAM). Earnings in [--] days"
X Link 2026-01-31T12:30Z [----] followers, [----] engagements
"Best deal for LT $rbrk $nvda $crdo $app"
X Link 2026-01-31T21:42Z [----] followers, [----] engagements
"Anyone invested in $snap deserves this lesson It's been an obvious shit co for years now If you own this and you've been invested for years you should probably think deeply if investing in individual equities is for you"
X Link 2026-02-03T08:44Z [----] followers, [----] engagements
"On top of these adds Added [--] shares to $now at [-----] [--] shares to $rbrk at 49.79"
X Link 2026-02-05T16:41Z [----] followers, [----] engagements
"Added [--] shares to $rbrk at [-----] Added [--] shares to $now 101.68"
X Link 2026-02-05T21:56Z [----] followers, [----] engagements
"$team has a negative gaap PE No valuation support for negative p.e 55M in TTM FCF minus SBC Not a serious company"
X Link 2026-02-06T11:11Z [----] followers, [----] engagements
"Added a bit back to $meli at [----] Some very light trims on a few names like $nbis & $crdo to manage margin"
X Link 2026-02-06T15:44Z [----] followers, [----] engagements
"Views from the top of a preserved dune"
X Link 2026-02-07T20:02Z [----] followers, [---] engagements
"Sad state of things in USA"
X Link 2026-02-09T10:52Z [----] followers, [----] engagements
"You think logical and Shay are still long $jmia or have they deleted their tweets. @LogicalThesis blocked me years ago for trolling him. he tried to trick all the new investors on here by saying that $jmia was the next $meli and $se and even went further saying it could be bigger. I remember all. Stick to trading logical and Shay stick to copy and pasting AI slop you don't know anything about. They've been doing the same run rate for years now. Company is a disaster. Only a low IQ would think otherwise"
X Link 2026-02-10T12:06Z [----] followers, [----] engagements
"$DLO intends to release financial results for its fourth fiscal quarter ended December [--] [----] on March [--] [----] after market close"
X Link 2026-01-27T05:33Z [----] followers, [----] engagements
"Bro Trump has gotta stop tanking our currency Side note the reai is much much stronger than a year ago $nu rising due to that imo"
X Link 2026-01-30T14:25Z [----] followers, [----] engagements
"I've been saying this would happen for a while. $duol shareholders got greedy. No excuse to have not sold it sometime on the rise. The TAM is only so big and they captured a lot of it. Now there are many equivalent or better options available I know this well as I have spent almost a year travelling in the past few years and have met many many travelrs learning language Have spoken about this many times"
X Link 2026-01-31T15:37Z [----] followers, [----] engagements
"I started to add back to my $dlo position here at [-----] as the wash sale window on my past tax reduction sales have expired"
X Link 2026-02-02T15:30Z [----] followers, [----] engagements
"Posted this earlier but will attach here as well. Started to add to $dlo added just [--] shares for now at 13.48"
X Link 2026-02-02T17:00Z [----] followers, [---] engagements
"Big adds to $app [---] $crdo [---] $rbrk [--] $now [-----] $se [-----] $nvda [-----] Trimmed a bit of $nu near 18.5"
X Link 2026-02-03T15:19Z [----] followers, [----] engagements
"More sets of adds here $app [---] $nvda [-----] $dlo [-----] $crdo 106"
X Link 2026-02-03T19:50Z [----] followers, [----] engagements
"If $rbrk stays in low 50s I'll be adding more tmw very likely"
X Link 2026-02-05T04:50Z [----] followers, [----] engagements
"Be in North Brazil Find a juicy mango that fell off a tree. Eat the mango Natal is underrated even in Brazil"
X Link 2026-02-08T19:33Z [----] followers, [---] engagements
"$mndy I'm happy I only traded this a few times All time lows coming today When I was interested at first I spoke to many insiders and people in industry who told me that this company was not defensible in many ways"
X Link 2026-02-09T12:48Z [----] followers, [----] engagements
"Portfolio update as of 1-26-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. 71.8K$ margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $rbrk $crdo $app $meli $nu $nvda $zs * $ddog * $net * Other [--] in order: $se $amd * $dlo $glbe * $tsm"
X Link 2026-01-27T11:36Z [----] followers, 25.4K engagements
"Portfolio update as of 2-3-26 market close. 1st pic is main account 2nd is my Roth IRA. 3rd are my covered calls. $99K margin ATM. [--] holdings I've starred the ones w covered calls Top [--] in order: $crwd * $crdo $rbrk $nvda $app $meli $nu $zs * $ddog * $net * Other [--] in order: $se $amd * $dlo $glbe * $nbis"
X Link 2026-02-03T22:05Z [----] followers, 13.2K engagements
"Added [--] shares to $app between 399-404"
X Link 2026-02-04T14:09Z [----] followers, [----] engagements
"$crdo was easy money under 100$"
X Link 2026-02-10T05:02Z [----] followers, [----] engagements
"People seem to think that $crdo is hindsight bias but I was buying it all the way down and pounding the table more than any account I've come across"
X Link 2026-02-10T05:08Z [----] followers, [----] engagements
"Just IPO this and slap a 25x multiple on this Better yet 50x I'm sure it'll work out well for investors"
X Link 2026-02-10T05:12Z [----] followers, [----] engagements
"$CRDO is now my largest position if ah trading holds"
X Link 2026-02-10T05:13Z [----] followers, [----] engagements
"Recently I've been vouching for and buying just a few companies The large bulk of my buys went towards: $crdo $nvda $app $rbrk 3/4 were absolutely bent over w price action relative to their fundamentals The other was just flat out hilariously cheap (nvda) Let the records show"
X Link 2026-02-10T11:35Z [----] followers, [----] engagements
"Was so close to pulling trigger on a large buy on $tsm around [---] Everyone on here that follows me closely knows I've been buying between 280-330 for ages And selling around [---] Maybe this is the time where we don't see low 300s again Can't win em all I was feeling a bit hesitant only bc my margin was getting too large Have to be relatively conservative with how high my margin gets incase the market were to really shit the bed Most of my buys up the same or more anyways but still hurts haha"
X Link 2026-02-10T11:43Z [----] followers, [----] engagements
"$crdo to the moon faster than your boy Elon musk"
X Link 2026-02-10T11:44Z [----] followers, [----] engagements
"$app $crdo These [--] companies provided a great oppty for any rational investor who understands either"
X Link 2026-02-10T11:46Z [----] followers, [---] engagements
"Databricks and $pltr have won the battle vs $snow imo I sold $snow for a 70/80% or so gain in the high 200s. Which isn't that impressive considering I held from IPO and bought the dips heavily. I can admit when I was only half right on my thesis but the former [--] are the best pure saas stories ( $app is SW but not grouped in with these imo as it trades diff and in ads) No plans of reentering $snow as the growth isn't that impressive anymore and the bottom line looks worse than the finances of a teenage girl who stole her mom's credit card and went absolutely bonkers. Drunken sailors. I say"
X Link 2026-02-10T11:53Z [----] followers, [----] engagements
"OMG The $rbrk CEO is philosophical and has a creative and unique mindset. Sell this company drowsy and go back to sleep after you hit your head against the wall enough to get tired from the concussion bc you don't like this tweet 😂"
X Link 2026-02-10T12:03Z [----] followers, [----] engagements
"Yep I've been following Bipul for sometime and he is a philosophical person If you don't like it sell $rbrk Life goes on"
X Link 2026-02-10T14:36Z [----] followers, [----] engagements
"Tried to tell everyone for almost a year that estimates were far too low on $crdo"
X Link 2026-02-10T18:06Z [----] followers, [----] engagements
"Accurate $ddog has been accelerating for a few quarters now while most SW has been decelerating for years Different games"
X Link 2026-02-10T18:18Z [----] followers, [----] engagements
"@RogerComred Right until narrative changes Who knows when that comes Probably when acceleration stops"
X Link 2026-02-11T00:50Z [----] followers, [--] engagements
"@dividendology What a strange list"
X Link 2026-02-11T00:51Z [----] followers, [---] engagements
"@Osint613 Fuck em"
X Link 2026-02-11T04:05Z [----] followers, [---] engagements
"Buy targets ATM (for now): $app under [---] $dlo under [--] $crdo under [---] $nvda under [---] $tsm (don't own now) under [---] $rbrk under [--] $alab under [---] (down own ATM and still would be very expensive) $meli under 2k"
X Link 2026-02-11T04:12Z [----] followers, [----] engagements
"Added [--] more $rbrk in low 62s Other than $app it's the only saas company I have my eyes on here Clear best play in cyber imo now that $zs and $crwd have saturated their markets and are on the other side of S curve"
X Link 2026-01-27T21:30Z [----] followers, [----] engagements
"Not understanding why market punishing $rbrk and $crdo a lot here Both have massive potential and are misunderstood imo. My [--] largest positions atm without a covered call"
X Link 2026-02-03T08:42Z [----] followers, [----] engagements
"My portfolio has been undergoing a transition that won't be fully completed until my covered calls expire Very happy with how it's been going The top of my port (minus $crwd) is filled with high conviction names that I believe have years of high & profitable growth ahead"
X Link 2026-02-09T11:44Z [----] followers, [----] engagements
"Dan Ives is hilarious because he once had $rblx and $bidu from his AI list And for many other reasons"
X Link 2026-02-09T13:17Z [----] followers, [----] engagements
"Market refuses to understand $rbrk and $crdo I have been sticking my neck out to defend these companies that market doesn't seem to try to understand even I ain't even mad though"
X Link 2026-01-28T17:24Z [----] followers, [----] engagements
"Added to $se at 116"
X Link 2026-01-30T21:02Z [----] followers, [----] engagements
"Actually hilarious that $crwd and $net haven't been nuked yet"
X Link 2026-01-30T21:02Z [----] followers, 11.7K engagements
"3 moves today so far. Added [--] shares to $crdo at [---] Added [--] shares to $nvda at [-----] Sold [--] $now that I bought Thursday at 121"
X Link 2026-02-02T15:14Z [----] followers, [----] engagements
"Added [--] shares to $se 1145"
X Link 2026-02-02T17:01Z [----] followers, [----] engagements
"Added more to $crdo at 109"
X Link 2026-02-03T17:03Z [----] followers, [----] engagements
"Added to $app [---] Added to $crdo [--] Added to $nbis [----] Added to $nvda [------] Added to $dlo 12.89"
X Link 2026-02-04T21:15Z [----] followers, [----] engagements
"$crdo Most people don't understand the space all that well and act as if they do Inside a TPU chip and board $goog uses electrical connections. But when TPUs are scaled into pods and superpods Google uses optical links and optical switching to connect racks and clusters. That expansion increases demand for high speed optical connectivity and signal processing which is where CRDO thrives. As TPU capacity grows the need for more optical bandwidth scales with it"
X Link 2026-02-05T03:28Z [----] followers, [----] engagements
"Added [--] $crdo @ 94.4"
X Link 2026-02-05T14:16Z [----] followers, [----] engagements
"$crdo should be a lot higher"
X Link 2026-02-05T21:59Z [----] followers, [----] engagements
"In this round of woke European women gone wild At live music bar on Brazil Ask woman where she's from and she's from Belgium I say I'm from USA She makes a thumbs down and a face saying oh that's not good your country sucks Tell her I love my country and voted for Trump 3x Mic drop exit scene while she makes a shocked face and starts to whisper to her friends Can't wait for round 3"
X Link 2026-02-06T11:27Z [----] followers, [----] engagements
"$nvda $tsm $crdo gonna have a field day in 2026"
X Link 2026-02-06T11:33Z [----] followers, [----] engagements
"Feels good that I sold the top of $cpng more or less"
X Link 2026-02-06T11:48Z [----] followers, [----] engagements
"Been telling everyone who would listen $crdo is the most mis-understood company above 20b that I follow"
X Link 2026-02-10T05:13Z [----] followers, [----] engagements
"My covered calls on $glbe expire in a month. If their next ER and guide doesnt WOW me I will dump this position for good use it towards lowering my margin. It is debatably the weakest idea in my portfolio atm and is allocated as my smallest position now. Still bullish LT but less so than others. Growth has slowed too fast here and they dont have full control of their eco system. I dont see any obvious reason for re-acceleration to occur"
X Link 2026-01-16T12:34Z [----] followers, [---] engagements
"EV/SALES is what got SaaS shareholders in trouble. It's time to use FCF-SBC multiples or GAAP multiples. Lots of these companies use shareholders as doormats Look at the more mature ones who have 10B+ in annual sales. Terminal valuation is 10x-25x FCF-SBC Most fast growers don't even have a FCF-SBC ratio which is the problem"
X Link 2026-01-31T16:08Z [----] followers, [----] engagements
"Less than [--] weeks till my $glbe covered calls expire. At the moment my thoughts are to completely sell out of the position at that time Only way I'll consider holding some is if earnings and guide destroy estimates"
X Link 2026-02-03T09:06Z [----] followers, [----] engagements
"$crdo should benefit a lot from $goog massive cap ex now expected acceleraton way past street estimates No signs of cap ex slowing"
X Link 2026-02-04T21:48Z [----] followers, [----] engagements
"Buys for the day $crdo $dlo $nvda $nbis Trimmed a bit of $meli for margin control"
X Link 2026-02-05T15:54Z [----] followers, [----] engagements
"$alab is much more expensive with much less growth than $crdo Probably still flies and a great company but imo more is priced and more MT/LT competition I choose $crdo"
X Link 2026-02-10T05:15Z [----] followers, [----] engagements
"It would also do very little for $amzn s/h and wont move the needle and is just a legacy company . Another dumb tweet by this guy"
X Link 2026-02-10T05:19Z [----] followers, [----] engagements
"$googl cloud grew 48% This guy isn't in the know"
X Link 2026-02-10T05:21Z [----] followers, [----] engagements
"How bullish have I been on $crdo Look at my user name for the past few months (maybe 6+ months now hard to remember exactly) The latency lord delivers every time. Bill is a god amongst men"
X Link 2026-02-10T11:54Z [----] followers, [----] engagements
"What in god's name Why even tweet this $duol"
X Link 2026-02-10T12:07Z [----] followers, [----] engagements
"Made some quick trims of my huge buys in $crdo a [---] & $app at [---] On the retracements I'll be a buyer If they come. If not I've simply lowered my margin and slightlys de risked against future market downwards volatility"
X Link 2026-02-10T14:38Z [----] followers, [----] engagements
"$ddog $rbrk and $path are [--] completely diff businesses that have no correlation 😂 Why does anyone follow this guy"
X Link 2026-02-10T18:15Z [----] followers, [----] engagements
"$net is not a shit co but investors have bid it too high It's just a bit of a bubble ATM Could be flat for [--] years if they don't continue accelerating"
X Link 2026-02-11T00:23Z [----] followers, [----] engagements
"@Lucha_Stocks @LogicalThesis Is this sarcasm"
X Link 2026-02-11T03:51Z [----] followers, [--] engagements
"$NET Look at the diff between GAAP EBIT and EBIT Beating revenue guide by 2% but missing EBIT guide by 8% Market only cares about bottom line when acceleration stops accelerating They have to continue acceleration forever or the stock will take a big hit at some point. Who knows when but a re rating likely occurs soon unless they pull a full on $pltr and continue accelerating until like 70% and start to actually make money on the bottom line at a respectable clip"
X Link 2026-02-11T07:46Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing