# ![@flippyfloppy52 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1455948023004073990.png) @flippyfloppy52 Dr. Philosovestor

Dr. Philosovestor posts on X about $adbe, $path, $gtlb, $bntx the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1455948023004073990/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1455948023004073990/c:line/m:interactions.svg)

- [--] Week [-----] -62%
- [--] Month [------] +148%
- [--] Months [-------] +463%
- [--] Year [-------] +822%

### Mentions: [--] [#](/creator/twitter::1455948023004073990/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1455948023004073990/c:line/m:posts_active.svg)

- [--] Week [--] -52%
- [--] Month [---] +107%
- [--] Months [---] +358%
- [--] Year [---] +961%

### Followers: [---] [#](/creator/twitter::1455948023004073990/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1455948023004073990/c:line/m:followers.svg)

- [--] Week [---] +1.40%
- [--] Month [---] +9.70%
- [--] Months [---] +236%
- [--] Year [---] +389%

### CreatorRank: [---------] [#](/creator/twitter::1455948023004073990/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1455948023004073990/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  65% [technology brands](/list/technology-brands)  34% [finance](/list/finance)  19% [cryptocurrencies](/list/cryptocurrencies)  13% [fashion brands](/list/fashion-brands)  4% [social networks](/list/social-networks)  2% [countries](/list/countries)  1%

**Social topic influence**
[$adbe](/topic/$adbe) 12%, [$path](/topic/$path) 12%, [$gtlb](/topic/$gtlb) 11%, [$bntx](/topic/$bntx) 10%, [$pypl](/topic/$pypl) #2404, [$nvo](/topic/$nvo) #160, [$snps](/topic/$snps) #5, [$sap](/topic/$sap) 8%, [sap](/topic/sap) 8%, [ai](/topic/ai) 7%

**Top accounts mentioned or mentioned by**
[@taobanker](/creator/undefined) [@evrgn11112231](/creator/undefined) [@dampedspring](/creator/undefined) [@seamoon183194](/creator/undefined) [@carnicontrarian](/creator/undefined) [@johnie36149708](/creator/undefined) [@greigjduncan](/creator/undefined) [@tompaja](/creator/undefined) [@gesichtseintopf](/creator/undefined) [@elpatrongaton](/creator/undefined) [@stockfox](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@evfcfaddict](/creator/undefined) [@scottbelsky](/creator/undefined) [@resypto](/creator/undefined) [@toiletkingcap](/creator/undefined) [@goodalexander](/creator/undefined) [@bioinvestor24](/creator/undefined) [@stock_fox__](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [UiPath, Inc. (PATH)](/topic/$path) [GitLab Inc. (GTLB)](/topic/$gtlb) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Novo-Nordisk (NVO)](/topic/$nvo) [Synopsys, Inc. (SNPS)](/topic/$snps) [SAP SE (SAP)](/topic/$sap) [FAME AI (FMC)](/topic/$fmc) [Unity Software Inc. (U)](/topic/$u) [Kattana (KTN)](/topic/$ktn) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Neurocrine Biosciences, Inc. (NBIX)](/topic/$nbix) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Alien Base (ALB)](/topic/$alb) [UnitedHealth Group (UNH)](/topic/$unh) [Moderna Inc (MRNA)](/topic/$mrna) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Paycom Software Inc (PAYC)](/topic/$payc) [Alibaba Group (BABA)](/topic/$baba) [Bitcoin (BTC)](/topic/$btc) [Strategy (MSTR)](/topic/$mstr) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Eli Lilly and Company (LLY)](/topic/$lly)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus that they need to exit markets. You're missing a lot of important details $FMC"  
[X Link](https://x.com/flippyfloppy52/status/2015367227323662551)  2026-01-25T10:12Z [---] followers, [----] engagements


"@evrgn11112231 @dampedspring Knowledge is ever evolving and adapting. Imagine Meta still being Meta today if it relied on the ever first version of Facebook without further development. Fascinating how these gurus tend to consider these things so statically when it's so extremely dynamic. Just laughable"  
[X Link](https://x.com/flippyfloppy52/status/2022731639026249955)  2026-02-14T17:56Z [---] followers, [--] engagements


"@evrgn11112231 @dampedspring Yes of course. It's very obvious to anyone who bothered to understand how these models work. If you don't curate the data and "teach" the model what's right or wrong it will spew shit. Data IS THE bottleneck. ML has been around foe decades and it's well known"  
[X Link](https://x.com/flippyfloppy52/status/2022733419697050086)  2026-02-14T18:03Z [---] followers, [--] engagements


"@evrgn11112231 @seamoon183194 @dampedspring But something like $SNPS Yeah LOL ok sure let's see that get commoditized I'll wait"  
[X Link](https://x.com/flippyfloppy52/status/2022743965880221803)  2026-02-14T18:45Z [---] followers, [---] engagements


"not saying $PYPL can't rerate higher. I am saying it just doesn't fit my investing style at all. I am so tempted by this [--] PE ratio but this is just a dinosaur now "  
[X Link](https://x.com/flippyfloppy52/status/2021238109870944575)  2026-02-10T15:01Z [---] followers, [--] engagements


"@evrgn11112231 @seamoon183194 @dampedspring Sure it's a risk but I wouldn't think it's worth it for TSMC. They have enough on their plate but who knows. It's not something that keeps me up at night. What makes you nervous Also holding $SNPS"  
[X Link](https://x.com/flippyfloppy52/status/2022750513784099192)  2026-02-14T19:11Z [---] followers, [--] engagements


"As for new adds: $SAP for reacceleration in Germany due to government stimulus and digitilization efforts. $BAVA after the failed PE bid making this one of my best trades of the year (I offloaded my whole position at the offer price) $SNPS for a proxy AI play + Ansys growth"  
[X Link](https://x.com/flippyfloppy52/status/2006054841341079724)  2025-12-30T17:28Z [---] followers, [---] engagements


"$NBIX I'm a simple man. I snort Ketamine to make myself feel good. I see a company advancing a drug that has Ketamine like effects but much milder side effects I buy"  
[X Link](https://x.com/flippyfloppy52/status/2007128499484770503)  2026-01-02T16:34Z [---] followers, [---] engagements


"Although $ADBE is certainly not dying and all short mofos who actually think AI without a control layer will replace creative cloud will get fucked I decided that Ketamine is even more important than this contrarian trade. Increasing $NBIX reducing $ADBE"  
[X Link](https://x.com/flippyfloppy52/status/2008988637049098308)  2026-01-07T19:46Z [---] followers, [---] engagements


"@Johnie36149708 @gesichtseintopf don't forget the Ketamine stock $NBIX Follow me for more financial advice @flippyfloppy52"  
[X Link](https://x.com/flippyfloppy52/status/2014049943267266893)  2026-01-21T18:58Z [---] followers, [--] engagements


"$UBI 4/ I didnt dive much into the titles that they have but at this EV (600 m MC + Tencent Minority Interest + no debt) they have to truly shit the bed or be EXTREMELY inefficient to go bankrupt. If this shitco gets a competent management team it might be a huge turnaround"  
[X Link](https://x.com/flippyfloppy52/status/2014648788451831856)  2026-01-23T10:37Z [---] followers, [---] engagements


"Olivier shilling my bags $KTN hihihihi $KTN Kontron AG. A European powerhouse in IoT and Industry [---] specializing in high-margin software solutions defense and smart transportation. At [--] has: ✅ 10% share buyback program active ✅ 2.5%+ dividend yield (0.60/share) 📍 Trading at 8x EBITDA (historically $KTN Kontron AG. A European powerhouse in IoT and Industry [---] specializing in high-margin software solutions defense and smart transportation. At [--] has: ✅ 10% share buyback program active ✅ 2.5%+ dividend yield (0.60/share) 📍 Trading at 8x EBITDA (historically"  
[X Link](https://x.com/flippyfloppy52/status/2015475560521015335)  2026-01-25T17:23Z [---] followers, [---] engagements


"$GTLB $PATH $ADBE $SAP For all the SaaS SBC GAAP non-GAAP monkeys out there What matters is CASH PER SHARE. SBC increases claim on CASH while providing a more robust BALANCE SHEET (i.e. RAISING EQUITY) PER SHARE is the most important word TY FOR YOUR ATTENTION TO THIS MATTER"  
[X Link](https://x.com/flippyfloppy52/status/2017934442069672144)  2026-02-01T12:13Z [---] followers, [---] engagements


"@taobanker Was always a shitco. I also took the mean reversion jab and failed. Painpal"  
[X Link](https://x.com/flippyfloppy52/status/2018671756815282559)  2026-02-03T13:03Z [---] followers, [--] engagements


"$GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there"  
[X Link](https://x.com/flippyfloppy52/status/2018714691942363211)  2026-02-03T15:54Z [---] followers, [----] engagements


"$PYPL omg is this stock really trading at a TTM PE of [--] now @taobanker when are you acquiring the company $PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer $PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer"  
[X Link](https://x.com/flippyfloppy52/status/2019449711355130307)  2026-02-05T16:35Z [---] followers, [---] engagements


"$FMC What a disaster honestly. I think I have to dive back into this to be honest just to understand if there is any life in this. I had already posted as to why on a pitch to the stock by @ElPatronGaton. It's not an easy situation. But given it's fallen this much must reassess @CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus that they need to exit markets. You're missing a lot of important details $FMC @CarniContrarian Ehm you made no mention of any of their products and patent expiry issues and generic competition plus"  
[X Link](https://x.com/flippyfloppy52/status/2019452972866916433)  2026-02-05T16:48Z [---] followers, [---] engagements


"I will keep reposting this until $BTC shows signs that all "treasury" companies have been liquidated Hate to break it to the crypto community but $BTC retesting the lows after Trump said again at Davos that he wants the US to be the capital of crypto is not exactly bullish. Add to that all the leveraged "treasury"companies (i.e. $MSTR) and you're in for a fun [----] Hate to break it to the crypto community but $BTC retesting the lows after Trump said again at Davos that he wants the US to be the capital of crypto is not exactly bullish. Add to that all the leveraged "treasury"companies (i.e."  
[X Link](https://x.com/flippyfloppy52/status/2019466838078276070)  2026-02-05T17:43Z [---] followers, [---] engagements


"I have no skin in the game but why is $TTWO down like this after solid earnings Lol sure AI blabla but how is this narrative so strong that it's obliterating price"  
[X Link](https://x.com/flippyfloppy52/status/2019480063381557378)  2026-02-05T18:35Z [---] followers, [---] engagements


"$PATH acquired WorkFusion because of their massive data base on anti-money laundering detection and KYC so that they can better automate these processes. The fact that $PATH a leader in process and workflow automation is acquiring this company amidst "AGI" is telling"  
[X Link](https://x.com/flippyfloppy52/status/2019763774643691631)  2026-02-06T13:23Z [---] followers, [---] engagements


"@GreigJDuncan oh yes I love $DSY definitely. Also the reacceleration of medical trials due to a novelty of drugs from more rapid development phases. I just think $MSFT is too cheap here. Sure OAI might zero due to $GOOG sure they have CAPEX problems but I think I could catch both"  
[X Link](https://x.com/flippyfloppy52/status/2019785164482584853)  2026-02-06T14:48Z [---] followers, [--] engagements


"Let's linearly fit a cloud scatter of points and pretend it has any statistical significance where the whole linear trend is dictated by a single outlier on the far top right. OK bro Where is #AI showing up in the productivity data - FT https://t.co/TA4RAW7GU7 https://t.co/a8yZksoS1e Where is #AI showing up in the productivity data - FT https://t.co/TA4RAW7GU7 https://t.co/a8yZksoS1e"  
[X Link](https://x.com/flippyfloppy52/status/2020414523648450982)  2026-02-08T08:28Z [---] followers, [---] engagements


"1/ Corollary to the rise of LLMs: I now strongly believe that technologically more advanced extraterrestrials have not tried to make direct contact with us. If they had they would have injected their LLM capable of answering way more questions as a almighty god within us"  
[X Link](https://x.com/flippyfloppy52/status/2021102994968703333)  2026-02-10T06:04Z [---] followers, [--] engagements


"$LULU everytime I look at this stock. I just have this itch to buy because it looks so "cheap". I then have to remind myself that I'm an absolute donkey when it comes to understanding fashion trends and their implications. So I stay out"  
[X Link](https://x.com/flippyfloppy52/status/2021236617235538147)  2026-02-10T14:55Z [---] followers, [---] engagements


"added some more $GTLB on the drop at opening today. It now makes up 10% of my PF. I won't add more here to be honest. Although I am 95% sure this rerates higher I don't want to risk more on the 5% case it won't. Ofc it's a dynamic situation adjust based on incoming info"  
[X Link](https://x.com/flippyfloppy52/status/2021238719907344481)  2026-02-10T15:03Z [---] followers, [---] engagements


"I bought too early because the stock proceeded to drop another 20%. But it has now bounced back in less than a week and I am on paar again. $U's selloff was ridiculous. The CEO's tweet was pristine. However I still need to be more in control and maybe layer my buys. $U I bought. I wasn't sitting at my desk to realize that it had actually made a low LOL maybe should stick to open and jump on the opportunity when it arises. This definitely might go lower but missing out on this is in my opinion the bigger mistake. $U I bought. I wasn't sitting at my desk to realize that it had actually made a"  
[X Link](https://x.com/flippyfloppy52/status/2021255112635609244)  2026-02-10T16:09Z [---] followers, [---] engagements


"2/ the latest $TMO acquisition of Clario also fits their portfolio of products quite nicely as it unlocks the "one-stop" outsourcing of clinical development from inception to completion and data analysis. This is in my view a very strong driver especially since I think that"  
[X Link](https://x.com/flippyfloppy52/status/2021257928418664589)  2026-02-10T16:20Z [---] followers, [--] engagements


"3/ the amount of trials will explode going forward as ML churns out many configurations of drugs that can be tested. $TMO is looking well ahead into the future. I start here at 2% of my portfolio"  
[X Link](https://x.com/flippyfloppy52/status/2021257930285129867)  2026-02-10T16:20Z [---] followers, [--] engagements


"@Stock_Fox__ taking 10% GAAP-EPS growth gives you 9$ so it's a PE of [--]. you think it's not cheap I am not a holder nor will I buy because I think this market is commoditized but still this is a matter of software factor selloff than $PAYC specific"  
[X Link](https://x.com/flippyfloppy52/status/2021894729210761697)  2026-02-12T10:30Z [---] followers, [--] engagements


"@evrgn11112231 @dampedspring You can go out there and do it. Knowledge is written in texr yes but it's ultimately only an expression of what is stored in the brain that other people with similar knowledge also understands. Andy misses this point entirely. Furthermore"  
[X Link](https://x.com/flippyfloppy52/status/2022731305071628761)  2026-02-14T17:54Z [---] followers, [--] engagements


"@CarniContrarian I understand. I just wanted to put the information that I have out there. I did a lot of research on $FMC and it's not an easy situation. They also have environmental commitments for discontinued operations which is a drag on cash flow"  
[X Link](https://x.com/flippyfloppy52/status/2015470793879113984)  2026-01-25T17:04Z [---] followers, [---] engagements


"1/ I have had a good time to think about $NVO and have also gotten very familiar with their pipeline which is quite promising. I also really believe most are underestimating the demand for oral Wegovy which will sell more than expected"  
[X Link](https://x.com/flippyfloppy52/status/2021927222936805548)  2026-02-12T12:39Z [---] followers, [---] engagements


"4/ differentiated not because one is not faster than the other or what have you. No because at a certain weight loss threshold the products will become very price sensitive. It's kind of a race to the bottom. Now there's also the drug manufacturing side which is"  
[X Link](https://x.com/flippyfloppy52/status/2021927229392138331)  2026-02-12T12:39Z [---] followers, [--] engagements


"So I thought a bit further about this and I actually think that companies that will benefit way more than expectation are those that sell apparel and fashion. $NVO $LLY GLP-1 commoditization means everyone has a chance of losing weight. Secular Long $LULU 1/ I have had a good time to think about $NVO and have also gotten very familiar with their pipeline which is quite promising. I also really believe most are underestimating the demand for oral Wegovy which will sell more than expected. 1/ I have had a good time to think about $NVO and have also gotten very familiar with their pipeline which"  
[X Link](https://x.com/flippyfloppy52/status/2022268488849473812)  2026-02-13T11:15Z [---] followers, [---] engagements


"I really took it upon myself to watch $PYPL earnings call and then they showed the slide on what they want to do to "revive" branded checkout. It then truly clicked in my brain that this product is so void of any potential for innovation no matter what they do it won't help"  
[X Link](https://x.com/flippyfloppy52/status/2021237889774837926)  2026-02-10T15:00Z [---] followers, [---] engagements


"$TMO 1/ I bought this at the lows last year and exited the stock around [--] months ago. It has now went back to attractive levels in my opinion as revenue is reaccelerating meaning I believe they will beta and raise sequentially. https://x.com/flippyfloppy52/status/1934249597964030287 $TMO TL;DR: Recent headwinds coupled by a blindspot to its role as a precise data driven and globally outsourced infrastructure layer for the future of medicine makes the stock very attractive at these levels. A thread 🧵 https://x.com/flippyfloppy52/status/1934249597964030287 $TMO TL;DR: Recent headwinds coupled"  
[X Link](https://x.com/flippyfloppy52/status/2021257926443147637)  2026-02-10T16:20Z [---] followers, [---] engagements


"5/ in my opinion not truly commoditized so the big players might still eak out ROIC above WACC. But the technology in itself seems close to hitting a ceiling and much faster than those that spend all their time analyzing this market. I don't think I want to be part of that"  
[X Link](https://x.com/flippyfloppy52/status/2021927231267000792)  2026-02-12T12:39Z [---] followers, [--] engagements


"@evrgn11112231 @seamoon183194 @dampedspring Sure the only saving grace would be very strong network effects but the eroded edge in having only that will rerate them lower perpetually no doubt. $PINS $YELP $PAYC etc. All rely on rather unsophisticated no niche dats"  
[X Link](https://x.com/flippyfloppy52/status/2022743803082231885)  2026-02-14T18:44Z [---] followers, [---] engagements


"@tompaja I think $ANF is a good bet if so"  
[X Link](https://x.com/flippyfloppy52/status/2022381659132432840)  2026-02-13T18:45Z [---] followers, [--] engagements


"@evrgn11112231 @seamoon183194 @dampedspring I mean they share that data with $SNPS as far as I know and partner with $TSM. I think it's important for them to keep this neutrality. I think they would leverage it rather. But sure it's a risk and I need to be aware of it. Thanks for pointing that out"  
[X Link](https://x.com/flippyfloppy52/status/2022753103137698004)  2026-02-14T19:21Z [---] followers, [---] engagements


"@taobanker Just wondering where the LLM is getting the next most probable token from LOL"  
[X Link](https://x.com/flippyfloppy52/status/2017177347179343950)  2026-01-30T10:05Z [---] followers, [--] engagements


"@taobanker Reddit is it Reddit"  
[X Link](https://x.com/flippyfloppy52/status/2017177444344603009)  2026-01-30T10:05Z [---] followers, [--] engagements


"So who will put the tinfoil hat on and tell me why Tencent $700 $TCEHY is dipping today wrong answers only"  
[X Link](https://x.com/flippyfloppy52/status/2017275236928934042)  2026-01-30T16:34Z [---] followers, [--] engagements


"@k3ithmccullough $DECK seems to be working well"  
[X Link](https://x.com/flippyfloppy52/status/2017280248820240875)  2026-01-30T16:54Z [---] followers, [--] engagements


"headline [--] days ago by Bloomberg 🤣🤣🤣 "Citi analyst sees silver at 150$" Yeah how else do you want to create as much buying demand at the top as possible to assure exit liquidity The ignorants that follow said "analysts" truly are foresaken http://bloomberg.com/news/articles/2026-01-27/citi-sees-silver-surging-to-150-as-china-buying-still-has-legs Silver down -35% today. Yet another industry disrupted by AI. https://t.co/21QKD9gnXj http://bloomberg.com/news/articles/2026-01-27/citi-sees-silver-surging-to-150-as-china-buying-still-has-legs Silver down -35% today. Yet another industry"  
[X Link](https://x.com/flippyfloppy52/status/2017304484691505244)  2026-01-30T18:30Z [---] followers, [---] engagements


"@taobanker A quick assessment: Can't say much about $medxf and $abcl these need a lot of reseach and deep understanding. $elmd from the numbers clearly growing so that would catch my attention. The need for Smartvest needs a mich deeper dive"  
[X Link](https://x.com/flippyfloppy52/status/1928888853437321596)  2025-05-31T18:58Z [---] followers, [---] engagements


"@evfcfaddict Any reason why $TMV.DE is so hated in your opinion then why would the market punish it like this"  
[X Link](https://x.com/flippyfloppy52/status/1984274834097111407)  2025-10-31T15:02Z [---] followers, [---] engagements


"The last [--] weeks have been rough. $KTN dropped 15% last week. $EKT still bleeding after project delays and $FMC shit the bed with their earnings. Today is the icing on the cake with $GLTB and $PATH taking quite the dump. Not entirely sure why. $NVO $ORSTED $KTN earnings 2mrw"  
[X Link](https://x.com/flippyfloppy52/status/1985799322147909750)  2025-11-04T20:00Z [---] followers, [---] engagements


"$ORSTED ripping the last [--] weeks. I had reduced quite some in the past [--] weeks because I thought that I am already well exposed to renewables through $ALB and $EKT and had pivoted some of the proceeds to $UNH because I think the narrative is overblown"  
[X Link](https://x.com/flippyfloppy52/status/1991464467138507115)  2025-11-20T11:11Z [---] followers, [---] engagements


"$FMC was one of the most unexpected worst performers of Q4. I managed to exit after market after Q3 earnings after a 15% after market dump only for it to crater much much further. I got lucky to exit with a much smaller loss but I am still surprised I didn't see this coming"  
[X Link](https://x.com/flippyfloppy52/status/2006054839654944878)  2025-12-30T17:28Z [---] followers, [---] engagements


"I have started a position in Dassault Systmes $4DSY Several reasons: 1- industrial reacceleration in DE aided by the urgency to rearm benefitting all of Europe 2- Medidata seems to be hitting a trough along with Biotech trials 3- Actual beneficiary of AI given propertiary data"  
[X Link](https://x.com/flippyfloppy52/status/2008946862011670795)  2026-01-07T17:00Z [---] followers, [--] engagements


"@taobanker The problem with all of staples are private brands. would rather long $KR than anything staples. GLP-1 will keep killing anything processed food also"  
[X Link](https://x.com/flippyfloppy52/status/2008947456722272461)  2026-01-07T17:02Z [---] followers, [---] engagements


"$GTLB $PATH $ADBE $SAP Dassault Systeme I see AGI is solving all SaaS again. Time to buy more"  
[X Link](https://x.com/flippyfloppy52/status/2011128457187537144)  2026-01-13T17:29Z [---] followers, [---] engagements


"Especially Dassault Systemes will get vibe coded that's for sure"  
[X Link](https://x.com/flippyfloppy52/status/2011128771005559010)  2026-01-13T17:30Z [---] followers, [--] engagements


"$BNTX moving 7% higher on low volume after another drug BNT113 got fast tracked by the FDA. I think this ship will start to sail folks. I have accumulated as much as my psychology could handle. Not going to sell a bit and frankly just thinking about where I could add"  
[X Link](https://x.com/flippyfloppy52/status/2014011469281583348)  2026-01-21T16:25Z [---] followers, [---] engagements


"$BNTX I mean this stock is so off the radar that two huge news: 1- Orphan designation for BNT316 2- Fast track for BNT113 are not even reported on Trading View. How criminal is this should I just sell my entire PF and yolo 100% this xD"  
[X Link](https://x.com/flippyfloppy52/status/2014013220571275607)  2026-01-21T16:32Z [---] followers, [---] engagements


"$MRNA rallying on MRNA vaccine intismeran autogene showing promising results in Melanoma. Well guess who's also developing MRNA cancer vaccines that might show similar levels of efficacy $BNTX of course BNT122 anyone once the mechanism is validated it's only an execution race"  
[X Link](https://x.com/flippyfloppy52/status/2014048999301410922)  2026-01-21T18:54Z [---] followers, [---] engagements


"$BNTX $NVO Finance graduate: 1- Thinks basic statistics makes him sophisticated 2- Newtons second law of motion whats that 3- Never understood the difference between a proton & an electron 4- Doesnt understand how a water boiler functions 5- Never seen a cell under a microscope"  
[X Link](https://x.com/flippyfloppy52/status/2014356791803453854)  2026-01-22T15:17Z [---] followers, [---] engagements


"$GTLB I've taken the opportunity of the january plunge to increase my holdings. This is now my second biggest position behind $BNTX making up 9.4% of my PF. I have decided to put this above $PATH as I view the business case as stronger although I like $PATH Daniel Dines better"  
[X Link](https://x.com/flippyfloppy52/status/2014656730492178673)  2026-01-23T11:09Z [---] followers, [---] engagements


"$ADBE I've been saying this for more than a year now Professionals and artists have a VISION in their mind and they need CONTROL over the layers to bring that into life. People are starting to catch up. The problem with seeing things miles away is to buy too early like a retard The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't capable of this An explanation from @scottbelsky https://t.co/QQAujcYpBS The main reason why AI models CANT"  
[X Link](https://x.com/flippyfloppy52/status/2015468323568279848)  2026-01-25T16:54Z [---] followers, [----] engagements


"$ADBE Although I'm like 80% sure that $ADBE will rerate higher my PF is already 1/3 exposed to the SaaS factor that's moving in tandem. I don't want to be factor dependent and I think $GTLB and $PATH have way more upside. That's why I reduced $ADBE considerably"  
[X Link](https://x.com/flippyfloppy52/status/2015468949601755158)  2026-01-25T16:56Z [---] followers, [---] engagements


"$PATH $GTLB $SAP $4DSY $ADBE Everyone on here was saying SaaS will paamp on Monday. OK bro sure am very happy that it's happening. But can someone explain to me why What happened on Friday"  
[X Link](https://x.com/flippyfloppy52/status/2015807302566113323)  2026-01-26T15:21Z [---] followers, [---] engagements


"5/ In regards to point [--] I am convinced that NO ONE knows what will truly happen. Some pieces of information are out there but there hasn't been any true sign of a slowdown in SaaS results across the board. Nevertheless companies are getting punished hard"  
[X Link](https://x.com/flippyfloppy52/status/2016889108312809548)  2026-01-29T15:00Z [---] followers, [--] engagements


"6/ However in terms of coding $SAP CEP did say something interesting on call that pertains to $GTLB: "The LLMs can take over coding of software for sure. I mean because this is unstructured information code. They understand the patterns how our developers code in the past""  
[X Link](https://x.com/flippyfloppy52/status/2016889110141497408)  2026-01-29T15:00Z [---] followers, [---] engagements


"Anyone noticed that $SNPS topped out when $ARK invested in it what kind of witchery is this"  
[X Link](https://x.com/flippyfloppy52/status/2017274623105073203)  2026-01-30T16:32Z [---] followers, [---] engagements


"@Resypto @toiletkingcap You can prove this by taking binoculars and watching a ship come from the horizon. It literally emerges from water. It would have to have been submerged if the earth were flat"  
[X Link](https://x.com/flippyfloppy52/status/2017940806468853952)  2026-02-01T12:39Z [---] followers, [--] engagements


"$BNTX Stock gets a downgrade today from Daina Graybosch from Leerink Partners xD So the downgrade is only because $BNTX rallied the last two weeks the price target wasn't changed. The fact that so much happened since then went under this "PhD" 's radar. Blind. I'll buy more"  
[X Link](https://x.com/flippyfloppy52/status/2018321983373447523)  2026-02-02T13:53Z [---] followers, [---] engagements


"Perhaps very bullish news for $BNTX was the acceptance of the BLA filing of $SMMT for the bi-specific PD-1/VEGF for EGFRm NSCLC Post-TKI Therapy. $BNTX will be able to take more informed decisions on the similar bi-specific AND they have experience in large scale manufacturing"  
[X Link](https://x.com/flippyfloppy52/status/2018322843398754623)  2026-02-02T13:57Z [---] followers, [---] engagements


"$U Im quite pissed that I didnt buy this selloff on $U because of how stubborn I am when it comes to paying a large spread in premarket. Sometimes I take the worst decision on very obvious opportunities because I dont want to pay "extra transaction costs". I need to change this"  
[X Link](https://x.com/flippyfloppy52/status/2018323344055992789)  2026-02-02T13:59Z [---] followers, [---] engagements


"$U I bought. I wasn't sitting at my desk to realize that it had actually made a low LOL maybe should stick to open and jump on the opportunity when it arises. This definitely might go lower but missing out on this is in my opinion the bigger mistake. $U Im quite pissed that I didnt buy this selloff on $U because of how stubborn I am when it comes to paying a large spread in premarket. Sometimes I take the worst decision on very obvious opportunities because I dont want to pay "extra transaction costs". I need to change this. $U Im quite pissed that I didnt buy this selloff on $U because of"  
[X Link](https://x.com/flippyfloppy52/status/2018336229834526942)  2026-02-02T14:50Z [---] followers, [---] engagements


"2/ If this is the mentality of the average $PYPL investor in terms of expectations of what the company has to deliver when priced at 11% TTM FCF yield then I'm really not sure why anyone would ever be a value investor. I would say the bar is WAY lower for this to reprice higher"  
[X Link](https://x.com/flippyfloppy52/status/2018585418980078020)  2026-02-03T07:20Z [---] followers, [---] engagements


"3/ don't get me wrong by repricing higher I don't mean that $PYPL will explode higher and trend towards ATH. No I mean reprice higher maybe like [--] forward PE or something. I would expect this even if they guide for 4% revenue growth. So 30% upside is very realistic"  
[X Link](https://x.com/flippyfloppy52/status/2018585420825592108)  2026-02-03T07:20Z [---] followers, [---] engagements


"$PYPL TL;DR: looking at this situation from a sober perspective all the signs for a turnaround failure were there prior to the Q4FY2025 earnings report. I tried to take a jab on the long side and failed (closed asap after earnings) but was always sceptical long term. A 🧵"  
[X Link](https://x.com/flippyfloppy52/status/2018681763388682461)  2026-02-03T13:43Z [---] followers, [---] engagements


"1/ that PayPal has been very cautious about 2025Q4 results through management team disclosures for a while now. In fact they have been blaming macro pressures on their inability to reaccelerate the business. I have to admit $PYPL is quite the case study for a business "  
[X Link](https://x.com/flippyfloppy52/status/2018681765125144928)  2026-02-03T13:43Z [---] followers, [---] engagements


"2/ that has not been performing well under the hood but still kept a faade towards the outside so as to not panic the market. Now that it has reached an unbearable point the mask has fallen off and the severity of $PYPL's situation has come to light"  
[X Link](https://x.com/flippyfloppy52/status/2018681766836400321)  2026-02-03T13:43Z [---] followers, [---] engagements


"6/ 5- The company recently filing for a bank license signaling that their growth plans are faltering as they try to pivot in a new direction 6- The lack of coupons since the start of the year in the German app signaling that they had conceded that the strategy has failed"  
[X Link](https://x.com/flippyfloppy52/status/2018681773970878938)  2026-02-03T13:43Z [---] followers, [--] engagements


"7/ All in all it doesn't surprise me that $PYPL missed earnings the CEO has been fired and the decel outlook. Digital payment and digital transactions have been commoditized to the benefit of the average consumer by the way. Huge win for society big loss for $PYPL"  
[X Link](https://x.com/flippyfloppy52/status/2018681775745081528)  2026-02-03T13:43Z [---] followers, [---] engagements


"1/ $NVO I was too busy crying about my SaaS PF getting destroyed that I forgot to explain why I cut $NVO before earnings. So the reason quite frankly is simple. I looked up what analyst concensus was in terms of sales contraction for FY2026 https://x.com/flippyfloppy52/status/2018714691942363211 $GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there"  
[X Link](https://x.com/flippyfloppy52/status/2018996146727743491)  2026-02-04T10:32Z [---] followers, [---] engagements


"2/ and just found that a mid single digit contraction was way too optimistic given the recent dynamics. First $NVO had cut pricing in the US due to the deal with Trump putting much more pressure on already falling Ozempic and Wegovy sales"  
[X Link](https://x.com/flippyfloppy52/status/2018996148657172923)  2026-02-04T10:32Z [---] followers, [---] engagements


"@Johnie36149708 @goodalexander Haven't received the fatwa from my sheikh yet. Reference"  
[X Link](https://x.com/flippyfloppy52/status/2019105739089015289)  2026-02-04T17:48Z [---] followers, [--] engagements


"@bioinvestor24 Would this apply (side effects and ramp up) to both sc. and oral Amycretin or only sc"  
[X Link](https://x.com/flippyfloppy52/status/2019154462724493496)  2026-02-04T21:01Z [---] followers, [--] engagements


"$PYPL is such a disease even after it's clear that it's a commoditized dinosaur I still fucking have this ITCH of buying it because of the "cheap" valuation 😂😂😂 what a cancer"  
[X Link](https://x.com/flippyfloppy52/status/2019448984486486409)  2026-02-05T16:32Z [---] followers, [---] engagements


"$QCOM 1/ Ok this is ridiculous now. I bought in the premarket after it was 13% down. VERY clear path towards renewed growth. Handset revenue only temporary because RAM will become cheap again. Never has a shortage not translated into a glut"  
[X Link](https://x.com/flippyfloppy52/status/2019451188639306113)  2026-02-05T16:40Z [---] followers, [--] engagements


"2/ Automotive revenue of $QCOM is exploding they are working on chips specialized for sensor use (i.e. robots). They are working on the next wearable chips (glasses etc.). The world needs even higher bandwidth connectivity with all the data being stored"  
[X Link](https://x.com/flippyfloppy52/status/2019451190358970693)  2026-02-05T16:40Z [---] followers, [--] engagements


"3/ $QCOM also going into data centers with an inference optimized chip and are also expanding the CPU offerings. While I am not a fan of the data center play anymore you get this upside basically for free. The other factors are enough for a serious repricing"  
[X Link](https://x.com/flippyfloppy52/status/2019451192162591129)  2026-02-05T16:40Z [---] followers, [--] engagements


"$NVO 1/ Ok I got to say this dump after bad earnings due to $HIMS releasing a scam pill is quite frankly retarded. I am buying again here but sizing this quite small at 2% of my PF. I also took it upon myself to TRULY understand $NVO's competitive position https://x.com/flippyfloppy52/status/2018714691942363211 $GTLB $PATH $SAP $ADBE $SNPS $DSY $U I'm just speechless. Selling $NVO and $BLDR here and increasing my SaaS exposure. I will not increase any further than this. Now 36% of my PF. As always a downtrend is a downtrend. I need to stomach the downside. Good luck out there"  
[X Link](https://x.com/flippyfloppy52/status/2019452122761167285)  2026-02-05T16:44Z [---] followers, [---] engagements


"@Johnie36149708 Good question about liquidation mechanics. I think liquidation means orders get filled at market. If it's spot someone must be buying the BTC at the other side. If it's futures both sides are closed so money is transfered. The amount of stable coins does not change"  
[X Link](https://x.com/flippyfloppy52/status/2019478838141465076)  2026-02-05T18:30Z [---] followers, [--] engagements


"@taobanker ALL YOU EVER HAD TO DO AS AN INVESTOR TO RETIRE AS A BILLIONAIRE WAS 3X LEVERAGE $WMT"  
[X Link](https://x.com/flippyfloppy52/status/2019482097329578222)  2026-02-05T18:43Z [---] followers, [--] engagements


"$MSFT This market is just absolutely crazy. YES I said I am allocating 2% to $NVO. YES I think that $DSY is a great pick for what's to come in Europe. but $MSFT at these multiples naaa I'm not passing out on this one. Replacing both here to have 6% exposure to $MSFT"  
[X Link](https://x.com/flippyfloppy52/status/2019504891043987679)  2026-02-05T20:14Z [---] followers, [---] engagements


"Q3 position changes and lessons learnt. got very lucky this quarter picking up $ASML and $BABA near the bottoms. Those two along with Tencent and $KTN have saved my performance. My biggest realized loss came from $LULU $ORSTED crashed and $BNTX/ $ADBE disapointed"  
[X Link](https://x.com/flippyfloppy52/status/1973114724016615500)  2025-09-30T19:56Z [---] followers, [---] engagements


"Q3 start approx: 13% $BNTX 10% Tencent 10% $KTN 9% $ADBE 9% $GOOG 7% $TMO 6.5% $ORSTED 6.5% $BAVA 5.2% $UNH 5% $LULU 5% $PATH 4% $EKT 4% All for One 3.3% $ALB 2.2% $MRNA 1% $SDGR dropped $LULU post-earnings and sold $GOOG at previous ATH reduced $ORSTED sequentially during Q3"  
[X Link](https://x.com/flippyfloppy52/status/1973114725920809131)  2025-09-30T19:56Z [---] followers, [---] engagements


"Q3 Exit: 11.2% $BNTX 7.8% $KTN 7.8% $ADBE 7.4% Tencent 7.2% $PATH 5.8% $ASML 5.4% $BABA 5.4% $NOVO 5.2% $GTLB 5% $UNH 4.8% $ORSTED 4.7% $TMO 4.6% $LMT (ty @taobanker) 4.3% $EKT 3.8% $ALB 2.8% $A1OS 2.7% $FMC 2.5% $BAVA 1.7% $MRNA YTD 32.5% (white) in $ despite $BNTX and $ADBE"  
[X Link](https://x.com/flippyfloppy52/status/1973116112561906053)  2025-09-30T20:01Z [---] followers, [----] engagements


"$NBIX for my interest in osavampator a Ketamine like anti-depressant that has much more muted side effects than Ketamine (ehm yeah I know what Ketamine does to you LOL)"  
[X Link](https://x.com/flippyfloppy52/status/2006054843039842397)  2025-12-30T17:28Z [---] followers, [---] engagements


"$UBI who's following this shitco my knife catching senses are tingling"  
[X Link](https://x.com/flippyfloppy52/status/2014311825580474760)  2026-01-22T12:18Z [---] followers, [---] engagements


"$UBI 3/ They are using a sledgehammer approach to save what's left of the company without a really good thought out plan. 1- Announcement without names for the creative houses 2- Obscurity in how their new organization creates additional value 3- no accountability"  
[X Link](https://x.com/flippyfloppy52/status/2014648786480509439)  2026-01-23T10:37Z [---] followers, [--] engagements


"@taobanker so I dug deeper into this and there is another player with a very good technology that might be entering the scene. Nyxoah SA $NYXH. They don't have FDA approval yet but they expect it to happen in Q2 [----]. This would mean competition for $insp"  
[X Link](https://x.com/flippyfloppy52/status/1929479752030585260)  2025-06-02T10:06Z [---] followers, [---] engagements


"$UBI oh boi this is getting interesting. But this isn't $int.st folks Getting a 🥖up the ass which I deserve. The shorts are apparently not giving up until [--]. Getting a 🥖up the ass which I deserve. The shorts are apparently not giving up until 0"  
[X Link](https://x.com/flippyfloppy52/status/2014347888239767618)  2026-01-22T14:42Z [---] followers, [---] engagements


"$UBI 5/ Something that really bugs me is that they actually mention GenAI. How exactly are they thinking about using GenAI if it's integrated in game for some NPC interactions for example sure. To replace creativity That's bearish LOL"  
[X Link](https://x.com/flippyfloppy52/status/2014650433130705044)  2026-01-23T10:44Z [---] followers, [---] engagements


"$UBI 1/ Ok so I listened to the management call after the announcement and their vagueness is a thing to behold. The CEO and CFO cannot answer any question in any way that gives reassurance. The vibe I get is that they are absolutely clueless"  
[X Link](https://x.com/flippyfloppy52/status/2014648782579745254)  2026-01-23T10:37Z [---] followers, [---] engagements


"$UBI 2/ Nevertheless they are taking some steps in the right direction: 1- [--] day in person work at company premises 2- bringing in new management teams for the creatives houses 3- having the balls to cut and delay some titles However it seems that they are throwing a hailmarry"  
[X Link](https://x.com/flippyfloppy52/status/2014648784509173868)  2026-01-23T10:37Z [---] followers, [--] engagements

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