# ![@kiwicarrotcake Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1243560257307238400.png) @kiwicarrotcake kiwicarrotcake

No specific company, including kiwicarrotcake which isn't mentioned, seems to be dominating the conversation. Various stocks are being discussed, with some investors expressing concerns about certain companies' strategies, such as dividend cuts or debt management. Others are optimistic about specific stocks' growth potential or valuation.

### Engagements: [---] [#](/creator/twitter::1243560257307238400/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1243560257307238400/c:line/m:interactions.svg)

- [--] Week [------] +38%
- [--] Month [------] +232%
- [--] Months [-------] -66%
- [--] Year [---------] +263%

### Mentions: [--] [#](/creator/twitter::1243560257307238400/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1243560257307238400/c:line/m:posts_active.svg)

- [--] Week [---] +25%
- [--] Month [---] +110%
- [--] Months [---] -0.99%
- [--] Year [-----] +14%

### Followers: [-----] [#](/creator/twitter::1243560257307238400/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1243560257307238400/c:line/m:followers.svg)

- [--] Week [-----] +0.10%
- [--] Month [-----] +2.80%
- [--] Months [-----] +12%
- [--] Year [-----] +59%

### CreatorRank: [---------] [#](/creator/twitter::1243560257307238400/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1243560257307238400/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  60% [technology brands](/list/technology-brands)  20.77% [finance](/list/finance)  13.85% [cryptocurrencies](/list/cryptocurrencies)  9.23% [celebrities](/list/celebrities)  0.77% [automotive brands](/list/automotive-brands)  0.77% [social networks](/list/social-networks)  0.77% [currencies](/list/currencies)  0.77% [countries](/list/countries)  0.77%

**Social topic influence**
[$tost](/topic/$tost) #32, [$cart](/topic/$cart) #22, [lyft](/topic/lyft) 5.38%, [company](/topic/company) 3.85%, [$spot](/topic/$spot) 3.85%, [$bros](/topic/$bros) #85, [$chwy](/topic/$chwy) #8, [$lyft](/topic/$lyft) 3.85%, [$krus](/topic/$krus) 3.08%, [debt](/topic/debt) 3.08%

**Top accounts mentioned or mentioned by**
[@cleanmoney86](/creator/undefined) [@crussian17](/creator/undefined) [@tokenpilled65b](/creator/undefined) [@dannyocean555](/creator/undefined) [@oilfieldrando](/creator/undefined) [@liviamcapital](/creator/undefined) [@packym](/creator/undefined) [@elonmusk](/creator/undefined) [@trevboland](/creator/undefined) [@ericnuttall](/creator/undefined) [@taobanker](/creator/undefined) [@pekwat](/creator/undefined) [@connorjbates](/creator/undefined) [@yenoms](/creator/undefined) [@postmarket](/creator/undefined) [@caroljsroth](/creator/undefined) [@dampedspring](/creator/undefined) [@voltportfolio](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@spread_bet](/creator/undefined)

**Top assets mentioned**
[Toast, Inc. (TOST)](/topic/$tost) [Maplebear Inc. (CART)](/topic/$cart) [Spotify Technology (SPOT)](/topic/$spot) [Dutch Bros, Inc. (BROS)](/topic/$bros) [Chewy, Inc. (CHWY)](/topic/$chwy) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX)](/topic/$fmx) [Davita Inc (DVA)](/topic/$dva) [Helium IOT (IOT)](/topic/$iot) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Helen Of Troy Ltd (HELE)](/topic/$hele) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [Roper Technologies Inc (ROP)](/topic/$rop) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fresenius Medical Care AG & Co. KGaA (FMS)](/topic/$fms) [Western Union Co (WU)](/topic/$wu) [Eli Lilly and Company (LLY)](/topic/$lly) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Wall Street Memes (WSM)](/topic/$wsm) [Samsunspor Fan Token (SAM)](/topic/$sam) [Confluent, Inc. (CFLT)](/topic/$cflt) [Shopify Inc (SHOP)](/topic/$shop) [Leslie's, Inc. (LESL)](/topic/$lesl) [FIGS, Inc (FIGS)](/topic/$figs) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Federal Agricultural Mortgage Corporation (AGM)](/topic/$agm) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [QuidelOrtho Corporation Common Stock (QDEL)](/topic/$qdel) [BABB (BAX)](/topic/$bax) [MGM Resorts International (MGM)](/topic/$mgm) [Patterson-UTI Energy Inc (PTEN)](/topic/$pten) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Uber Technologies, Inc. (UBER)](/topic/$uber) [MercadoLibre Inc (MELI)](/topic/$meli) [Toyota Motor Corporation (TM)](/topic/$tm) [Mister Car Wash, Inc.  (MCW)](/topic/$mcw) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [CatCoin (CAT)](/topic/$cat) [GoDaddy, Inc. (GDDY)](/topic/$gddy) [The Honest Company, Inc. (HNST)](/topic/$hnst) [Pinterest, Inc. (PINS)](/topic/$pins) [SBC Medical Group Holdings Incorporated (SBC)](/topic/$sbc) [Flowers Foods, Inc. (FLO)](/topic/$flo) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. (ARI)](/topic/$ari) [Effect.AI (EFX)](/topic/$efx) [4 (FOUR)](/topic/$four)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Oilfield_Rando Every single uber/lyft driver after they ask what I do. Now I just say unemployed"  
[X Link](https://x.com/kiwicarrotcake/status/1372650392111230979)  2021-03-18T20:45Z [---] followers, [--] engagements


"@LiviamCapital Not sure it made it a difference but definitely more mentally unstable now"  
[X Link](https://x.com/kiwicarrotcake/status/1382673347490713601)  2021-04-15T12:33Z [---] followers, [--] engagements


"@packyM @elonmusk [--] and [--]. Ugh"  
[X Link](https://x.com/anyuser/status/1387426323128258561)  2021-04-28T15:19Z [---] followers, [--] engagements


"@TrevBoland @ericnuttall not sure I have a lot of faith in Canadian government to not go full crazy on oil"  
[X Link](https://x.com/kiwicarrotcake/status/1397641612608561158)  2021-05-26T19:51Z [----] followers, [--] engagements


"@Crussian17 Why buy at NTNX at 6x rev when you can buy net for 100x [----] FCF"  
[X Link](https://x.com/anyuser/status/1447595070149074948)  2021-10-11T16:08Z [----] followers, [--] engagements


"$SHOP operating cash flows of negative $54 million seems reasonable for $60 billion company. Probably just a one time thing"  
[X Link](https://x.com/anyuser/status/1522180289740558336)  2022-05-05T11:43Z [----] followers, [--] engagements


"did folks forget $APPS changed the way they are reporting revenue"  
[X Link](https://x.com/kiwicarrotcake/status/1531729144656035840)  2022-05-31T20:07Z [----] followers, [--] engagements


"$lesl guys I need at least 200% here"  
[X Link](https://x.com/kiwicarrotcake/status/1948020961669705837)  2025-07-23T14:02Z [---] followers, [---] engagements


"$fmx this is actually shocking"  
[X Link](https://x.com/kiwicarrotcake/status/1969122763601248283)  2025-09-19T19:33Z [---] followers, [---] engagements


"me not listening to my surgeon buddy who spends an ungodly amount on $figs scrubs was about as stupid as not listening the Fianc about aritzia"  
[X Link](https://x.com/kiwicarrotcake/status/1991250883850432621)  2025-11-19T21:03Z [----] followers, [---] engagements


"not sure the $fmx accelerated buy back news is worth a 5% move. not an expensive stock by any means"  
[X Link](https://x.com/kiwicarrotcake/status/1995887044636393653)  2025-12-02T16:05Z [---] followers, [---] engagements


"Will always be a bit amusing $tpl gets included in SPY [---] near 50x ebitda +"  
[X Link](https://x.com/kiwicarrotcake/status/2009029073033420803)  2026-01-07T22:27Z [----] followers, [---] engagements


"Assuming this is an error cause bids not filling at $142.75 $agm still .account down a real $20kish if it's a mistake"  
[X Link](https://x.com/kiwicarrotcake/status/2009432062290194649)  2026-01-09T01:08Z [----] followers, [---] engagements


"$aci quite the recovery. no trades there"  
[X Link](https://x.com/kiwicarrotcake/status/2011459986006978801)  2026-01-14T15:26Z [----] followers, [---] engagements


"$krus and $cbrl both on short list once over $1 billion mc"  
[X Link](https://x.com/kiwicarrotcake/status/2011807557396865254)  2026-01-15T14:27Z [----] followers, [---] engagements


"shareholders vote should be required $qdel wrecked $bax wrecked"  
[X Link](https://x.com/kiwicarrotcake/status/2012208687981408535)  2026-01-16T17:01Z [---] followers, [---] engagements


"Me expecting $unfi to do anything:"  
[X Link](https://x.com/kiwicarrotcake/status/2014378854802997457)  2026-01-22T16:45Z [----] followers, [----] engagements


"Beloved compounder $ROP almost [--] years of nothing. Still better than my portfolio"  
[X Link](https://x.com/kiwicarrotcake/status/2014383104673124544)  2026-01-22T17:02Z [----] followers, [----] engagements


"How many times we going to go through this $cart"  
[X Link](https://x.com/kiwicarrotcake/status/2016165305794338983)  2026-01-27T15:04Z [----] followers, [---] engagements


"are we just not going to talk about $ROP"  
[X Link](https://x.com/kiwicarrotcake/status/2016172591459836059)  2026-01-27T15:32Z [----] followers, [---] engagements


"Not hating those $tost $15 January puts at .5 to short. would put near $9 billion could do a lot worse valuation wise"  
[X Link](https://x.com/kiwicarrotcake/status/2016231160758546805)  2026-01-27T19:25Z [---] followers, [---] engagements


"$cart interesting"  
[X Link](https://x.com/kiwicarrotcake/status/2016252620382273781)  2026-01-27T20:50Z [----] followers, [---] engagements


"Assuming $unfi continues doing business with them most grocers do $20 million annually. Nice little tailwind. Amazon $AMZN has said it will open more than [---] new Whole Foods Market stores Amazon $AMZN has said it will open more than [---] new Whole Foods Market stores"  
[X Link](https://x.com/kiwicarrotcake/status/2016253388753666403)  2026-01-27T20:54Z [----] followers, [---] engagements


"$dva should bode well-ish for $fms"  
[X Link](https://x.com/kiwicarrotcake/status/2018436423746027878)  2026-02-02T21:28Z [----] followers, [---] engagements


"$dva short 135"  
[X Link](https://x.com/kiwicarrotcake/status/2018696459848217016)  2026-02-03T14:41Z [---] followers, [---] engagements


"started shorting $iot $15 January [----] puts at $1.5"  
[X Link](https://x.com/kiwicarrotcake/status/2018721705892684275)  2026-02-03T16:22Z [----] followers, [---] engagements


"Bought a lot of $tost $27.5"  
[X Link](https://x.com/kiwicarrotcake/status/2019064803537350797)  2026-02-04T15:05Z [----] followers, [---] engagements


"$spot long $451"  
[X Link](https://x.com/kiwicarrotcake/status/2019065820253429926)  2026-02-04T15:09Z [----] followers, [---] engagements


"$fms seems undervalued relative to $dva here"  
[X Link](https://x.com/kiwicarrotcake/status/2019070164113801657)  2026-02-04T15:26Z [----] followers, [---] engagements


"$mgm impressive"  
[X Link](https://x.com/kiwicarrotcake/status/2019081359319306590)  2026-02-04T16:11Z [----] followers, [---] engagements


"looking decent. $wu bought [---] $wu $8-$10 vertical call spread at .63 for $6.3 k bought [---] $wu $8-$10 vertical call spread at .63 for $6.3 k"  
[X Link](https://x.com/kiwicarrotcake/status/2019097193962226001)  2026-02-04T17:14Z [----] followers, [---] engagements


"$krus on the short watch $80"  
[X Link](https://x.com/kiwicarrotcake/status/2019127178877931880)  2026-02-04T19:13Z [----] followers, [---] engagements


"$bros bought more $53.40"  
[X Link](https://x.com/kiwicarrotcake/status/2019130823275119037)  2026-02-04T19:27Z [----] followers, [---] engagements


"probably dumb but $tost is 4.8% of the port here"  
[X Link](https://x.com/kiwicarrotcake/status/2019140343820923384)  2026-02-04T20:05Z [----] followers, [---] engagements


"Probably the most insane chart out there. $krus"  
[X Link](https://x.com/kiwicarrotcake/status/2019152543767548020)  2026-02-04T20:54Z [----] followers, [---] engagements


"$Wu going to outlive $pypl Can't kill cockroaches"  
[X Link](https://x.com/kiwicarrotcake/status/2019446578440773843)  2026-02-05T16:22Z [----] followers, [---] engagements


"bought [---] shares of BE into earnings [---] gambling. added more BROS coffee/sugar/coco all should be a nice tailwind eventually"  
[X Link](https://x.com/kiwicarrotcake/status/2019447557307441516)  2026-02-05T16:26Z [---] followers, [---] engagements


"$lly long $1030.71"  
[X Link](https://x.com/kiwicarrotcake/status/2019467794203414877)  2026-02-05T17:46Z [---] followers, [---] engagements


"Josh Brown made a good point with $pltr How big is their TAM with international governments if at all considering how embedded with US gov they are"  
[X Link](https://x.com/kiwicarrotcake/status/2019505424941109319)  2026-02-05T20:16Z [---] followers, [---] engagements


"will continue shorting $chwy $15 January [----] getting close to $1 which would put near $5.8 billion would have close to 12-15% of mc in cash no debt and mid single digit ebitda. don't hate it"  
[X Link](https://x.com/kiwicarrotcake/status/2019533319336271927)  2026-02-05T22:07Z [---] followers, [---] engagements


"Didn't $Joby say their fares would be priced at Uber black rates What happens when Waymo cuts that in half. That million $ plane is never paying for itself. going to such a niche market"  
[X Link](https://x.com/kiwicarrotcake/status/2019560663669178716)  2026-02-05T23:55Z [----] followers, [---] engagements


"selling LLY [----] Portfolio is going to take a 1% on Amazon holdings. $lly long $1030.71 $lly long $1030.71"  
[X Link](https://x.com/kiwicarrotcake/status/2019776598107468165)  2026-02-06T14:14Z [---] followers, [---] engagements


"fade the sh**-co pop"  
[X Link](https://x.com/kiwicarrotcake/status/2019790189455888395)  2026-02-06T15:08Z [---] followers, [---] engagements


"this $meli dip because of $amzn"  
[X Link](https://x.com/kiwicarrotcake/status/2019808912514691369)  2026-02-06T16:22Z [---] followers, [---] engagements


"$krus about to a $1 billion market cap again.my man"  
[X Link](https://x.com/kiwicarrotcake/status/2019830477918769234)  2026-02-06T17:48Z [----] followers, [---] engagements


"$tm doing everything right in the car sector it seems"  
[X Link](https://x.com/kiwicarrotcake/status/2019848573270020217)  2026-02-06T19:00Z [----] followers, [---] engagements


"$mcw would be interesting if they weren't so hellbent on new car wash expenditures"  
[X Link](https://x.com/kiwicarrotcake/status/2019852121441772001)  2026-02-06T19:14Z [----] followers, [---] engagements


"@taobanker Probably the case for most apps anyone can vibe code anything 99.99% of those won't go anywhere"  
[X Link](https://x.com/kiwicarrotcake/status/2020170161760715169)  2026-02-07T16:17Z [----] followers, [---] engagements


"If $clf can't crush in this environment"  
[X Link](https://x.com/kiwicarrotcake/status/2020869472161038658)  2026-02-09T14:36Z [----] followers, [---] engagements


"For everyone being so bullish international you'd think $abnb would catch more of a bid. 60% of revs are international with solid growth in Asia and SA. Think it works even with single digit growth in the NA. reasonable valuation"  
[X Link](https://x.com/kiwicarrotcake/status/2020870479838367963)  2026-02-09T14:40Z [----] followers, [---] engagements


"think there's a price where I'm willing to short $cat might be $1034"  
[X Link](https://x.com/kiwicarrotcake/status/2020936395523752343)  2026-02-09T19:02Z [----] followers, [---] engagements


"$tost calls"  
[X Link](https://x.com/kiwicarrotcake/status/2020964865754661153)  2026-02-09T20:55Z [----] followers, [---] engagements


"One down. let's go $spot $abnb $tost and $spot all roughly 5% of the portfolio All report this week. Brushing up on my side hustle of being an open minded pool technician. $abnb $tost and $spot all roughly 5% of the portfolio All report this week. Brushing up on my side hustle of being an open minded pool technician"  
[X Link](https://x.com/kiwicarrotcake/status/2021231389538943231)  2026-02-10T14:34Z [----] followers, [---] engagements


"nobody really talking about $gddy anymore. bloodbath there"  
[X Link](https://x.com/kiwicarrotcake/status/2014777016730427444)  2026-01-23T19:07Z [----] followers, [---] engagements


"$dlaky worth less than $joby is all sorts of nuts"  
[X Link](https://x.com/kiwicarrotcake/status/2015832583368499472)  2026-01-26T17:01Z [----] followers, [---] engagements


"Convinced Lufthansa Technik might be worth close to $dlaky entire market if it were spun off. $adyey interest $14"  
[X Link](https://x.com/kiwicarrotcake/status/2017249353769898375)  2026-01-30T14:51Z [----] followers, [---] engagements


"$dlaky not really trusting their [----] [-----] FCF forecast which would make this absurdly cheap but even if they are by 50% still cheap. willing to take a stab at current market cap + with Lufthansa Technik sub"  
[X Link](https://x.com/kiwicarrotcake/status/2019464895289237944)  2026-02-05T17:35Z [----] followers, [---] engagements


"@tokenpilled65B can't find the tweet from last year saying TSM is a 13% position in the portfolio. Have made another 100+ point trading it in other accounts"  
[X Link](https://x.com/kiwicarrotcake/status/2022045033520935186)  2026-02-12T20:27Z [----] followers, [--] engagements


"Not a cheap company but also not outrageous. $bros has reacted well last for quarters after earnings. Winter storm might cause a miss and crash 20%. Maybe it doesn't work this time. Long into earnings will but any EPS miss on weather"  
[X Link](https://x.com/kiwicarrotcake/status/2022046948552061079)  2026-02-12T20:35Z [----] followers, [----] engagements


"Nice $bros $tost good abnb meh Not a cheap company but also not outrageous. $bros has reacted well last for quarters after earnings. Winter storm might cause a miss and crash 20%. Maybe it doesn't work this time. Long into earnings will but any EPS miss on weather. https://t.co/SbdoGN6Fp2 Not a cheap company but also not outrageous. $bros has reacted well last for quarters after earnings. Winter storm might cause a miss and crash 20%. Maybe it doesn't work this time. Long into earnings will but any EPS miss on weather. https://t.co/SbdoGN6Fp2"  
[X Link](https://x.com/kiwicarrotcake/status/2022054998780338332)  2026-02-12T21:07Z [----] followers, [----] engagements


"@DannyOcean555 @pekwat I mean still growing double digits and 10% fcf yield. not sure what else you do"  
[X Link](https://x.com/kiwicarrotcake/status/2022069853134499912)  2026-02-12T22:06Z [----] followers, [--] engagements


"@ConnorJBates_ Folks who can afford these spoons from $wsm are the ones being replaced by AI"  
[X Link](https://x.com/kiwicarrotcake/status/2022079024349192366)  2026-02-12T22:43Z [----] followers, [---] engagements


"$tost selling this a/h lot $26.2"  
[X Link](https://x.com/kiwicarrotcake/status/2022313666389868949)  2026-02-13T14:15Z [----] followers, [---] engagements


"$chwy [----] [----] going for .5 puts it around $5 billion would have 15% net cash and 7-8x ebitda I am good with that"  
[X Link](https://x.com/kiwicarrotcake/status/2022334934900515188)  2026-02-13T15:39Z [----] followers, [---] engagements


"$spot interesting"  
[X Link](https://x.com/kiwicarrotcake/status/2020161425298104675)  2026-02-07T15:43Z [----] followers, [----] engagements


"Anyone following the Honest company. $HNST pushing what 1/3 market cap in cash no debt decent product reviews consumer staple working on a turnaround"  
[X Link](https://x.com/kiwicarrotcake/status/2020581479646896596)  2026-02-08T19:32Z [----] followers, [---] engagements


"all of $pins free cash flow goes toward $sbc"  
[X Link](https://x.com/kiwicarrotcake/status/2022066177154200043)  2026-02-12T21:51Z [----] followers, [---] engagements


"how does that $flo divi not get cut eventually"  
[X Link](https://x.com/kiwicarrotcake/status/2022339473821028840)  2026-02-13T15:57Z [----] followers, [---] engagements


"European regulators licking their chops seeing [--] new trillion US companies going public:"  
[X Link](https://x.com/kiwicarrotcake/status/2022360073482486092)  2026-02-13T17:19Z [----] followers, [---] engagements


"$hele impressive destruction have been looking into their debt"  
[X Link](https://x.com/kiwicarrotcake/status/2011183919463338100)  2026-01-13T21:09Z [----] followers, [---] engagements


"$hele has some pretty solid brands shame the company was run by fools"  
[X Link](https://x.com/kiwicarrotcake/status/2011471660507930893)  2026-01-14T16:13Z [----] followers, [---] engagements


"still think one of the best supreme court reverse ruling would be $hele weekly $20's at .05 they got absolutely wrecked from tariffs. not doing it but could be fun"  
[X Link](https://x.com/kiwicarrotcake/status/2011544793541984368)  2026-01-14T21:03Z [----] followers, [---] engagements


"$pags finally becoming a productive member of the portfolio"  
[X Link](https://x.com/kiwicarrotcake/status/2016159329901031872)  2026-01-27T14:40Z [----] followers, [---] engagements


"these defense stocks trading like our defense budget going to keep ripping 10% annually. $hii not exactly cheap here.premium on those September call a bit wild"  
[X Link](https://x.com/kiwicarrotcake/status/2016250598019019238)  2026-01-27T20:42Z [----] followers, [---] engagements


"$ari. @yenoms shaving off retirement one day at a time"  
[X Link](https://x.com/kiwicarrotcake/status/2016979658797936805)  2026-01-29T20:59Z [----] followers, [---] engagements


"hoping to get $chwy $15's puts around $1 to short"  
[X Link](https://x.com/kiwicarrotcake/status/2017309105518489628)  2026-01-30T18:49Z [----] followers, [---] engagements


"$IOT $15 [----] short puts $1.5 looking interesting . $2 would be nice"  
[X Link](https://x.com/kiwicarrotcake/status/2018369825974755759)  2026-02-02T17:04Z [----] followers, [---] engagements


"$LDNXF adding $110 adieu buy orders [--] $iot lon 25.25"  
[X Link](https://x.com/kiwicarrotcake/status/2018696608842400035)  2026-02-03T14:42Z [----] followers, [---] engagements


"$EFX should up my credit score [--] point for every [--] shares I buy"  
[X Link](https://x.com/kiwicarrotcake/status/2018716555274576110)  2026-02-03T16:01Z [----] followers, [---] engagements


"$chwy started shorting puts"  
[X Link](https://x.com/kiwicarrotcake/status/2018731711937552885)  2026-02-03T17:02Z [----] followers, [---] engagements


"$tost every mom and pop restaurant going to buy their own PoS hardware then write their own code possible I guess. $fourpa pushing 10% soon.still think it's a better play down here if you like $four"  
[X Link](https://x.com/kiwicarrotcake/status/2018753943128436898)  2026-02-03T18:30Z [----] followers, [---] engagements


"$wsm short 215.5"  
[X Link](https://x.com/kiwicarrotcake/status/2018772899352690972)  2026-02-03T19:45Z [----] followers, [---] engagements


"New girlfriend gives me shopping list. Last item: [--] bottles of burgundy wine. Spends $230. Drops off items. Get there later that night. Where's the wine I ask. Marinating in le creuset"  
[X Link](https://x.com/kiwicarrotcake/status/2018779194428150202)  2026-02-03T20:10Z [----] followers, [---] engagements


"$oln short [----] $ce short 51.3"  
[X Link](https://x.com/kiwicarrotcake/status/2019122325560652247)  2026-02-04T18:54Z [----] followers, [---] engagements


"really $wdfc"  
[X Link](https://x.com/kiwicarrotcake/status/2019435319490380082)  2026-02-05T15:37Z [----] followers, [---] engagements


"$tw bodes well for $lndxf"  
[X Link](https://x.com/kiwicarrotcake/status/2019440514026680784)  2026-02-05T15:58Z [----] followers, [---] engagements


"no longer in $sam but wild that nobody wanted then boom up 20% in one week on vibes"  
[X Link](https://x.com/kiwicarrotcake/status/2021246917955457093)  2026-02-10T15:36Z [----] followers, [---] engagements


"If Tylenol causes autism why were they allowed to promote via a Super Bowl commercial"  
[X Link](https://x.com/kiwicarrotcake/status/2021272397798670653)  2026-02-10T17:17Z [----] followers, [---] engagements


"$lyft long $15"  
[X Link](https://x.com/kiwicarrotcake/status/2021329998171275628)  2026-02-10T21:06Z [----] followers, [---] engagements


"$lyft long 14.5"  
[X Link](https://x.com/kiwicarrotcake/status/2021330244943110144)  2026-02-10T21:07Z [----] followers, [---] engagements


"$lyft long 14.4"  
[X Link](https://x.com/kiwicarrotcake/status/2021330480012886442)  2026-02-10T21:08Z [----] followers, [---] engagements


"loaded up $lyft here $14.5"  
[X Link](https://x.com/kiwicarrotcake/status/2021330813804216731)  2026-02-10T21:09Z [----] followers, [---] engagements


"lyft another 5k shares at $14.08"  
[X Link](https://x.com/kiwicarrotcake/status/2021338864657498240)  2026-02-10T21:41Z [----] followers, [---] engagements


"I will own the last $lyft share. Ditto with $svndy"  
[X Link](https://x.com/kiwicarrotcake/status/2021340473710002187)  2026-02-10T21:48Z [----] followers, [---] engagements


"meh f*** it $mat [-----] long"  
[X Link](https://x.com/kiwicarrotcake/status/2021341610446028943)  2026-02-10T21:52Z [----] followers, [---] engagements


"I swear man. Yeah sry margins might get hit by $10 million on $1 billion fcf base on a [---] billion market cap with growth all around. Let's take you down 20% on that"  
[X Link](https://x.com/kiwicarrotcake/status/2021350835192725754)  2026-02-10T22:29Z [----] followers, [---] engagements


"@cleanmoney86 no one will an original argument here. I think lyft will be able to buy back all their shares by 2030"  
[X Link](https://x.com/kiwicarrotcake/status/2021352518526304768)  2026-02-10T22:36Z [----] followers, [--] engagements


"what would $cflt be trading at if not for $ibm $15"  
[X Link](https://x.com/kiwicarrotcake/status/2021666936762118400)  2026-02-11T19:25Z [----] followers, [---] engagements


"so $mga would have been a good way to play waymo. still looks good"  
[X Link](https://x.com/kiwicarrotcake/status/2021689736864145710)  2026-02-11T20:56Z [----] followers, [---] engagements


"throwing some $mcd bids at $310 you never know"  
[X Link](https://x.com/kiwicarrotcake/status/2021699463404789961)  2026-02-11T21:34Z [----] followers, [---] engagements


"$tost long $24.5"  
[X Link](https://x.com/kiwicarrotcake/status/2022055931643855212)  2026-02-12T21:11Z [----] followers, [---] engagements


"$tost long $24"  
[X Link](https://x.com/kiwicarrotcake/status/2022056093732815335)  2026-02-12T21:11Z [----] followers, [---] engagements


"A 30% dip for a Phase [--] drug when you have [--] more in the pipeline.makes you wonder. $ARWR . No position"  
[X Link](https://x.com/anyuser/status/1410986342457221120)  2021-07-02T15:38Z [----] followers, [--] engagements


"@Post_Market [--] years from now $TECK will still be a $20 stock that fluctuates from $5 to $30 a few times in between"  
[X Link](https://x.com/anyuser/status/1427755368403329025)  2021-08-17T22:13Z [----] followers, [--] engagements


"$SU classic case of price driving sentiment even though nothing changed"  
[X Link](https://x.com/anyuser/status/1446507566431981572)  2021-10-08T16:07Z [----] followers, [--] engagements


"$ZIM executives should post a cash clock on their website similar to the national debt clock in NYC. Just so we know how stupid this is getting"  
[X Link](https://x.com/anyuser/status/1475899530017218560)  2021-12-28T18:40Z [----] followers, [--] engagements


"@caroljsroth Crane brothers on Frasier"  
[X Link](https://x.com/anyuser/status/1487480648726163456)  2022-01-29T17:39Z [----] followers, [--] engagements


"@dampedspring @Crussian17 Nonsense NVDA at 40x operating cash flow on single digit growth is always a generational buy opportunity"  
[X Link](https://x.com/anyuser/status/1592242355712978945)  2022-11-14T19:45Z [----] followers, [--] engagements


"$FMX - $7 billion cash $8 billion stake in KOF $3 billion +ebitda ex-KOF 10% growth No idea how low it will go but below $70 might just go all in"  
[X Link](https://x.com/anyuser/status/1859320416889864354)  2024-11-20T19:38Z [----] followers, [---] engagements


"Best day of my career portfolio wise"  
[X Link](https://x.com/anyuser/status/1877002623141736832)  2025-01-08T14:41Z [----] followers, [----] engagements


"didn't realize $asic ran up so much end of year"  
[X Link](https://x.com/kiwicarrotcake/status/2006374124113805367)  2025-12-31T14:37Z [----] followers, [---] engagements


"Still thinking about $PENN buying theScore for $2 billion during covid at 100x sales and the CEO making $65 million form stock awards $100 and now trades at $15. Dude still has a job"  
[X Link](https://x.com/kiwicarrotcake/status/2014380285790396823)  2026-01-22T16:51Z [----] followers, [---] engagements


"Competing with private equity that own vet clinics should not be to difficult. Think $CHWY will crush here if they keep course"  
[X Link](https://x.com/kiwicarrotcake/status/2018767343451521398)  2026-02-03T19:23Z [----] followers, [---] engagements


"$abnb $tost and $spot all roughly 5% of the portfolio All report this week. Brushing up on my side hustle of being an open minded pool technician"  
[X Link](https://x.com/kiwicarrotcake/status/2020902983765053756)  2026-02-09T16:49Z [----] followers, [---] engagements


"$tost long $23"  
[X Link](https://x.com/kiwicarrotcake/status/2022056970098995288)  2026-02-12T21:15Z [----] followers, [---] engagements


"The demise of $cart great numbers/guidance"  
[X Link](https://x.com/kiwicarrotcake/status/2022057865146773996)  2026-02-12T21:18Z [----] followers, [---] engagements


"$cart dude.that q4 buyback.that is wild"  
[X Link](https://x.com/kiwicarrotcake/status/2022067325940510823)  2026-02-12T21:56Z [----] followers, [---] engagements


"So does their $2 trillion pension fund get taxed on unrealized gains NETHERLANDS HOUSE PASSES 36% TAX ON UNREALIZED GAINS As expected the Dutch House of Representatives has approved a 36% tax on unrealized capital gains with only forward loss offsets permitted. The proposal now moves to the Senate where parties that supported the bill also NETHERLANDS HOUSE PASSES 36% TAX ON UNREALIZED GAINS As expected the Dutch House of Representatives has approved a 36% tax on unrealized capital gains with only forward loss offsets permitted. The proposal now moves to the Senate where parties that"  
[X Link](https://x.com/kiwicarrotcake/status/2022171997359513745)  2026-02-13T04:52Z [----] followers, [---] engagements


"$sam good enough $230 rotating a bit into spot/tsm"  
[X Link](https://x.com/kiwicarrotcake/status/2019094116001296543)  2026-02-04T17:02Z [----] followers, [---] engagements


"$spot and $tost both 5%+ positions in the port"  
[X Link](https://x.com/kiwicarrotcake/status/2019805384698122560)  2026-02-06T16:08Z [----] followers, [---] engagements


"what if $cart manages to grow revenues single digits to [----] and trades at 10%+ fcf yield until then with 20% of mc in cash"  
[X Link](https://x.com/kiwicarrotcake/status/2021622249204125928)  2026-02-11T16:27Z [----] followers, [---] engagements


"Wondering if it's worth taking a punt on $cflt puts $30 puts"  
[X Link](https://x.com/kiwicarrotcake/status/2021985476111175958)  2026-02-12T16:31Z [----] followers, [---] engagements


"$meta long $671 $ttan long $65"  
[X Link](https://x.com/kiwicarrotcake/status/2019066861166403629)  2026-02-04T15:13Z [----] followers, [---] engagements


"Is there a reason $HD/ $LOW don't have a search kiosk at the entrance You can search for aisle/ bay on your phone but a little annoying. Do people buy more stuff if they are lost in those stores"  
[X Link](https://x.com/kiwicarrotcake/status/2019825940915012002)  2026-02-06T17:30Z [----] followers, [---] engagements


"Not impossible but will be difficult to vibe code deposits"  
[X Link](https://x.com/kiwicarrotcake/status/2022031587681173691)  2026-02-12T19:34Z [----] followers, [---] engagements


"$bros numbers are impressive"  
[X Link](https://x.com/kiwicarrotcake/status/2022058404383273021)  2026-02-12T21:21Z [----] followers, [---] engagements


"will short $bros puts $51"  
[X Link](https://x.com/kiwicarrotcake/status/2022324534360019132)  2026-02-13T14:58Z [----] followers, [---] engagements


"ideally $cart goes red and will short puts"  
[X Link](https://x.com/kiwicarrotcake/status/2022369834969772486)  2026-02-13T17:58Z [----] followers, [---] engagements

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