# ![@malinvested Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1374062122796208131.png) @malinvested malinvestment.jpeg

malinvestment.jpeg posts on X about ai, $brze, adobe, if you the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1374062122796208131/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374062122796208131/c:line/m:interactions.svg)

- [--] Week [------] +60%
- [--] Month [-------] +1,449%
- [--] Months [-------] +2,055%
- [--] Year [-------] +20,756%

### Mentions: [--] [#](/creator/twitter::1374062122796208131/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374062122796208131/c:line/m:posts_active.svg)

- [--] Month [--] +35%
- [--] Months [---] +115%
- [--] Year [---] +865%

### Followers: [---] [#](/creator/twitter::1374062122796208131/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374062122796208131/c:line/m:followers.svg)

- [--] Week [---] +5.20%
- [--] Month [---] +12%
- [--] Months [---] +24%
- [--] Year [---] +170%

### CreatorRank: [---------] [#](/creator/twitter::1374062122796208131/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374062122796208131/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  19% [technology brands](/list/technology-brands)  19% [finance](/list/finance)  17% [social networks](/list/social-networks)  6% [vc firms](/list/vc-firms)  1% [luxury brands](/list/luxury-brands)  1% [automotive brands](/list/automotive-brands)  1% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[ai](/topic/ai) 13%, [$brze](/topic/$brze) #4, [adobe](/topic/adobe) 7%, [if you](/topic/if-you) 4%, [anthropic](/topic/anthropic) 3%, [strong](/topic/strong) 3%, [api](/topic/api) 3%, [$mndy](/topic/$mndy) 3%, [$ozk](/topic/$ozk) 3%, [market](/topic/market) 2%

**Top accounts mentioned or mentioned by**
[@hedgeyecomm](/creator/undefined) [@atelicinvest](/creator/undefined) [@yilengyao1](/creator/undefined) [@akramsrazor](/creator/undefined) [@anothercohen](/creator/undefined) [@saasfineprint](/creator/undefined) [@drgingerballs](/creator/undefined) [@tmtlongshort](/creator/undefined) [@artkeller](/creator/undefined) [@reignots](/creator/undefined) [@seekingvalue2](/creator/undefined) [@shortbusace](/creator/undefined) [@justbankstocks](/creator/undefined) [@scurvecap](/creator/undefined) [@clarksquarecap](/creator/undefined) [@valuedrift](/creator/undefined) [@mikefritzell](/creator/undefined) [@buccocapital](/creator/undefined) [@sigmazerocap](/creator/undefined) [@resourcebull](/creator/undefined)

**Top assets mentioned**
[Braze Inc. (BRZE)](/topic/$brze) [monday.com Ltd. (MNDY)](/topic/$mndy) [Bank OZK (OZK)](/topic/$ozk) [Klarna Group plc (KLAR)](/topic/$klar) [Moderna Inc (MRNA)](/topic/$mrna) [Maravai LifeSciences Holdings, Inc.  (MRVI)](/topic/$mrvi) [Olin Corp. (OLN)](/topic/$oln) [Salesforce Inc (CRM)](/topic/$crm) [Asana, Inc. (ASAN)](/topic/$asan) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Progress Software Corp (DE) (PRGS)](/topic/$prgs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BRZE is down 8% because Anthropic taught Claude how to be a spambot This is why $BRZE is down today FYI. The narrative driven market is very real This is why $BRZE is down today FYI. The narrative driven market is very real"  
[X Link](https://x.com/malinvested/status/2012200313332077025)  2026-01-16T16:28Z [---] followers, [---] engagements


"@sigmazerocap theres another one thats not like the others here but for the exact opposite reason to $KLAR"  
[X Link](https://x.com/malinvested/status/2013820081403199867)  2026-01-21T03:44Z [---] followers, [---] engagements


"$MRNA keeps ripping on KEYNOTE update. not smart enough to have a strong view on that trial (& believe not using CleanCap) but if it continues to show promise the mRNA gold rush resumes this time in oncology & $MRVI closest to mRNA picks / shovels play out there"  
[X Link](https://x.com/malinvested/status/2014379581386465559)  2026-01-22T16:48Z [---] followers, [----] engagements


"@resourcebull what about one that consistently misses because of massive swings in turnaround costs has a weird cycle no one really understands (including mgmt) & has a weird underearning ammo segment tacked on bonus: you get to be short housing while long industrial manufacturing $OLN"  
[X Link](https://x.com/malinvested/status/2018361365753127376)  2026-02-02T16:30Z [---] followers, [---] engagements


"SaaS sell-off so bad A16Z GPs are bear posting Enterprise API likely makes up 5070% of Anthropics revenue. With public SaaS stocks down and the change of sentiment its likely large companies are tightening AI spend - especially on discretionary incremental API usage. 1/ Enterprise API likely makes up 5070% of Anthropics revenue. With public SaaS stocks down and the change of sentiment its likely large companies are tightening AI spend - especially on discretionary incremental API usage. 1/"  
[X Link](https://x.com/malinvested/status/2019810002463285324)  2026-02-06T16:26Z [---] followers, [---] engagements


"imagine being an analyst with positions in SaaS at a generalist fund rn. PM asking you unanswerable questions every time Anthropic releases something. sharing some TBPN-regurgitated nonsense his VC buddy told him at the gym as if its some game-changing insight"  
[X Link](https://x.com/malinvested/status/2019821562434842811)  2026-02-06T17:12Z [---] followers, [---] engagements


"10 of these kinds of emails a day: FWD: Anthropic Releases - - - -"  
[X Link](https://x.com/malinvested/status/2019821564280336404)  2026-02-06T17:12Z [---] followers, [---] engagements


"meanwhile youre trying to maintain conviction while you watch your positions sink 30% its the perfect vortex for the kind of internal principal/agent problems that exist in the PM/analyst structure. no wonder these stocks have no bid"  
[X Link](https://x.com/malinvested/status/2019821567023395001)  2026-02-06T17:12Z [---] followers, [---] engagements


"u think if the LLM labs agents are taking economics away from the systems of record the systems of record are just going to keep granting unfettered access to the LLM labs agents lol"  
[X Link](https://x.com/malinvested/status/2019830482180211124)  2026-02-06T17:48Z [---] followers, [----] engagements


"@S_curvecap ah yeah totally agree. not holding out hope that my tweet will stem the narrative tide ofc if SORs start putting up more data walls that will be a real test of their moats. but that test provides a potential catalyst to prove / disprove SORs dont have moats narrative"  
[X Link](https://x.com/malinvested/status/2019835212663021956)  2026-02-06T18:06Z [---] followers, [--] engagements


"@matt_slotnick @S_curvecap interesting yes. could certainly see at a minimum a lot of net new ERPs say being some sort of open structure in a few yrs but more immediate Q is does a co do an ERP migration b/c they have to use SAPs slighly worse agent instead of Anthropics imo: no"  
[X Link](https://x.com/malinvested/status/2019869245669306707)  2026-02-06T20:22Z [---] followers, [--] engagements


"@HedgeyeComm @akramsrazor allowing 3rd parties to build on top of its CRM with AppExchange was one of the key Benioff innovations that led to Salesforce s success the original post articulates some legitimate bear theses butvibe coding will make their app ecosystem richer is an odd one"  
[X Link](https://x.com/malinvested/status/2019962496027906401)  2026-02-07T02:32Z [---] followers, [--] engagements


"@HedgeyeComm @akramsrazor what did you mean by this then: The ability to build applications/features on top of the CRM that is exactly the definition of an app ecosystem which incumbents can and do require 3rd parties to participate in by limiting API access"  
[X Link](https://x.com/malinvested/status/2019964691565731878)  2026-02-07T02:41Z [---] followers, [--] engagements


"@hobie_tweets they control access to the APIs which are the gateways to the data somight as well I mean its already happening https://www.marketingtechnews.net/news/salesforce-slack-limit-on-api-calls-affecting-third-party-marketing-applications/ https://www.marketingtechnews.net/news/salesforce-slack-limit-on-api-calls-affecting-third-party-marketing-applications/"  
[X Link](https://x.com/malinvested/status/2019968221420380183)  2026-02-07T02:55Z [---] followers, [--] engagements


"@HedgeyeComm @akramsrazor got it this article addresses it briefly but I dont think theyll just cache your data if you put up API barriers is a sufficient rebuttal to the fact that SORs ultimately control who gets to access them which will allow them to steer customers towards their own agents"  
[X Link](https://x.com/malinvested/status/2020162491305636146)  2026-02-07T15:47Z [---] followers, [--] engagements


"@HedgeyeComm @akramsrazor and this is already happening see: Slack a lot of agentic AI startups gonna get wrecked why use an API rate-limited 3P agent that creates a bunch of data integrity issues + storage costs via cache when you can just use Salesforces agent"  
[X Link](https://x.com/malinvested/status/2020165260754248188)  2026-02-07T15:58Z [---] followers, [--] engagements


"@HedgeyeComm @akramsrazor yeah I understand I just disagree rate limiting has already started and will give incumbents time to build their own equivalent agents if they havent already (see my second tweet)"  
[X Link](https://x.com/malinvested/status/2020165589784793178)  2026-02-07T15:59Z [---] followers, [--] engagements


"@HedgeyeComm @akramsrazor Jason Lemkin is good on this finds huge value in start-ups SDR agents (so idea that CRM-specific agents are not valuable is not aligned with user feedback or with economic first principle that specialization has value) but acknowledges Salesforce may crush them with their own"  
[X Link](https://x.com/malinvested/status/2020168040583950458)  2026-02-07T16:09Z [---] followers, [--] engagements


"@JaredSleeper suspect also good takeout potential a look at SalesForces Marketing & Commerce segment shows theyre struggling here & bleeding share Adobe talks about personalization at scale but its mostly talk while Braze has a long list of customers who are doing this already"  
[X Link](https://x.com/malinvested/status/2020277501529059766)  2026-02-07T23:24Z [---] followers, [---] engagements


"@Dr_Gingerballs @TMTLongShort @ArtKeller crazy how many AI mega-bulls dont seem to understand that scaling laws holding is bearish. those are log / log charts maybe they mean we continue to discover new scaling laws (like how RL took over when pre-train started to slow) but havent seen many articulate this"  
[X Link](https://x.com/malinvested/status/2020383920358129755)  2026-02-08T06:27Z [---] followers, [--] engagements


"@Dr_Gingerballs @TMTLongShort @ArtKeller yeah it sure if itll be GB300-trained or the next but dont think were far from model improvements really starting to disappoint this guys work is quite good on this if you havent seen argues RL scales much slower than pre-train https://www.tobyord.com/writing/how-well-does-rl-scale https://www.tobyord.com/writing/how-well-does-rl-scale"  
[X Link](https://x.com/malinvested/status/2020385784122187986)  2026-02-08T06:34Z [---] followers, [--] engagements


"@Dr_Gingerballs @TMTLongShort @ArtKeller *not sure"  
[X Link](https://x.com/malinvested/status/2020385847485612531)  2026-02-08T06:34Z [---] followers, [--] engagements


"@atelicinvest however much control you think a creative wants multiply it by an order or two of magnitude. And they dont give a shit about cost to achieve that control. The tools are getting closer but given inherently non-deterministic aspect unclear they will quite get there"  
[X Link](https://x.com/malinvested/status/2020610496559300850)  2026-02-08T21:27Z [---] followers, [--] engagements


"@atelicinvest (2) with some bumps along the way (TikTok) the arrow points towards demand for MORE production value over time. The arms race pushes in that direction. So while these tools lower barriers to strong production value that just means you need even better production value because"  
[X Link](https://x.com/malinvested/status/2020611032151150611)  2026-02-08T21:29Z [---] followers, [--] engagements


"@atelicinvest everyone else has it too. So in a real sense as everyone uses these things it could become even more important to integrate real world stuff alongside them so you can make content that lies outside the models training distribution and push ahead in the production value war"  
[X Link](https://x.com/malinvested/status/2020611586298409235)  2026-02-08T21:31Z [---] followers, [--] engagements


"@atelicinvest I think youre still underestimating what level of granularity creative professional demand control. Hmmm yeah her arms a little too high in that scene the shadow on his left cheek isnt the right color etc"  
[X Link](https://x.com/malinvested/status/2020611922098610322)  2026-02-08T21:33Z [---] followers, [---] engagements


"@atelicinvest there are def categories of like white label production (say pharma ads) that I dont have experience with but certainly cost can outweigh these considerations I think if youre talking TV Hollywood etc the creatives still have enough sway not saying they wont use AI"  
[X Link](https://x.com/malinvested/status/2020614253368279200)  2026-02-08T21:42Z [---] followers, [--] engagements


"@atelicinvest just that I dont think AI will ever be the final or only step will still be need for live shots editing color correction etc which still require tools like Adobes"  
[X Link](https://x.com/malinvested/status/2020614542250725454)  2026-02-08T21:43Z [---] followers, [--] engagements


"@atelicinvest I would be surprised if median show gets rid of actors anytime soon thats a big part of budgets probably dont need as much on location stuff because can AI / CGI sets but that trend already under way special FX maybe moves more to AI vs CGI b/c CGI v expensive"  
[X Link](https://x.com/malinvested/status/2020616808294994177)  2026-02-08T21:52Z [---] followers, [--] engagements


"@atelicinvest so I dont know could median show cut out like 30-40% of budget for AI within a few years Possible key for software I think is you still need the same tools b/c need that final element of control"  
[X Link](https://x.com/malinvested/status/2020617269668384888)  2026-02-08T21:54Z [---] followers, [--] engagements


"@litcapital leaking the ad that was supposed to air and now everyone watches it and they get two Super Bowl ads for the price of one"  
[X Link](https://x.com/malinvested/status/2020691078345904282)  2026-02-09T02:47Z [---] followers, [----] engagements


"@Michele_g_inv I just hope the deal actually closes I guess the regulators just look jurisdiction by jurisdiction and there's not a ton of overlap when you cut it that way because as you say on a global view this is scary consolidated from regulators' / customers' standpoint"  
[X Link](https://x.com/malinvested/status/2020894471404102049)  2026-02-09T16:16Z [---] followers, [---] engagements


"@metahacker_ @atelicinvest ehh I think if youre Coca Cola or Ferrari or some major corporate brand youre going to demand perfection still maybe even more because you need to standout from 100x the slop but agree will be explosion in content (arguably bullish for legacy content editing tools)"  
[X Link](https://x.com/malinvested/status/2020946508783177763)  2026-02-09T19:42Z [---] followers, [---] engagements


"@HedgeyeComm @jonrice80 yeah I mean I think the SERP changes are obviously contributing. countless studies on this impact in many categories outside of just productivity & that alone would limit supply & drive up keyword pricing but ofc youre right as well demand could also be a factor"  
[X Link](https://x.com/malinvested/status/2021085838965342388)  2026-02-10T04:56Z [---] followers, [---] engagements


"not quite on the level of the best ponzi scheme of all time the Canadian racing pigeon scheme but gotta be in the top [--] https://www.nytimes.com/2015/03/05/magazine/the-pigeon-king-and-the-ponzi-scheme-that-shook-canada.html FBI probes self-help guru Tai Lopez in Ponzi scheme that acquired RadioShack Pier [--] Imports: report https://t.co/kIoRaGFMjc https://t.co/yqNGjEYnVR https://www.nytimes.com/2015/03/05/magazine/the-pigeon-king-and-the-ponzi-scheme-that-shook-canada.html FBI probes self-help guru Tai Lopez in Ponzi scheme that acquired RadioShack Pier [--] Imports: report"  
[X Link](https://x.com/malinvested/status/2021356668106494398)  2026-02-10T22:52Z [---] followers, [---] engagements


"@ClarkSquareCap yup Richemont can sleep at night b/c they got the "schmuck insurance" in LUXE shares but the whole narrative was "these are going to bleed cash forever / impossible to turnaround" and that's starting to change"  
[X Link](https://x.com/malinvested/status/2021642126056906858)  2026-02-11T17:46Z [---] followers, [--] engagements


"even loveable doesnt want to vibe code their own CRM"  
[X Link](https://x.com/malinvested/status/2021711366852100253)  2026-02-11T22:22Z [---] followers, [---] engagements


"@anothercohen bro do you even vibe I vibe coded a Replit replacement with a Ralph loop used that to replace Lovable and then my Clawdbot used that to build me Base44"  
[X Link](https://x.com/malinvested/status/2021762776461418749)  2026-02-12T01:46Z [---] followers, [---] engagements


"@YilengYao1 @anothercohen thats cool and all but my agent swarm vibe coded a CUDA kernel that runs on the chips in toasters and I cancelled all my GPUs"  
[X Link](https://x.com/malinvested/status/2021767286630363612)  2026-02-12T02:04Z [---] followers, [--] engagements


"@YilengYao1 @anothercohen okay now Im a little impressed but did I mention I used my vibe coded replit to vibe code an agentic layer that built a rare earths processing plant"  
[X Link](https://x.com/malinvested/status/2021769508277383670)  2026-02-12T02:13Z [---] followers, [--] engagements


"@YilengYao1 @anothercohen cute a time machine but probably easier to just vibe code the space-time continuum directly and then vibe code an API on it so you can just bend it to deliver you whatever you want from past present future in any of the multiverses and . yup just vibe coded that"  
[X Link](https://x.com/malinvested/status/2021773224821010917)  2026-02-12T02:27Z [---] followers, [--] engagements


"@loungeriffs 100% but perusing the data this is impacting everyone going after this buyer pool so PLG AI native startups are seeing the same CAC inflation as incumbents are from SERP changes which actually (ironically) makes it harder for them to displace incumbents with marketing spend"  
[X Link](https://x.com/malinvested/status/2021969529677676871)  2026-02-12T15:27Z [---] followers, [--] engagements


"good for repetitive tasks that arent time sensitive & dont need to be 100% right (fairly narrow set of things) had the patience to push through and trouble shoot the crashes but the median customer just wants their computer to work and do what they say which this doesnt yet"  
[X Link](https://x.com/malinvested/status/2022043124789543132)  2026-02-12T20:20Z [---] followers, [--] engagements


"to be fair this may be mostly a Claude Chrome issue about half the reviews say it basically doesnt work but it seems like basic browser use would be a key thing to nail if youre going to take over all of software"  
[X Link](https://x.com/malinvested/status/2022044601029472284)  2026-02-12T20:26Z [---] followers, [---] engagements


"@valuedrift yeah people already seem to have forgotten the initial disappointment with GPT [--] & the widely reported internal disappointment at OAI with their scaling attempts which gave us [---] suspect related to this"  
[X Link](https://x.com/malinvested/status/2022054295265554858)  2026-02-12T21:04Z [---] followers, [--] engagements


"trying to post more single-name stuff this year and $BRZE is becoming a large position so expect more Braze-poasting"  
[X Link](https://x.com/malinvested/status/2016556879443304843)  2026-01-28T17:00Z [---] followers, [---] engagements


"companies arent spending 50% more with Databricks & 30% more with Snowflake YoY for fun. the next step after you upgrade your data infra is you start to do things with it to improve business outcomes. SaaS like $BRZE are beneficiaries of upgraded data foundation. others"  
[X Link](https://x.com/malinvested/status/2017289222944669936)  2026-01-30T17:30Z [---] followers, [---] engagements


"interesting overview of $BRZE data infra described as part of a system failure a while back: I think generalists (I include myself here) systematically underestimate the complexity of scaled performant systems like this vibe code this is laughable https://www.braze.com/resources/articles/april-29-braze-outage-causes-and-response https://www.braze.com/resources/articles/april-29-braze-outage-causes-and-response"  
[X Link](https://x.com/malinvested/status/2018105641626210807)  2026-02-01T23:34Z [---] followers, [---] engagements


"me trying to call the trough on $BRZE NDR"  
[X Link](https://x.com/malinvested/status/2018526596668232119)  2026-02-03T03:26Z [---] followers, [---] engagements


"NDR stabilized net new customer growth accelerating does this look like a company that should trade 2.5x sales yes I'm $BRZE-posting again"  
[X Link](https://x.com/malinvested/status/2019076732712632667)  2026-02-04T15:53Z [---] followers, [----] engagements


"$BRZE has 15% downside to the EV Adobe just paid for Semrush with 60% more sales it is A LOT more strategic to the universe of potential buyers than Semrush"  
[X Link](https://x.com/malinvested/status/2019079614757245160)  2026-02-04T16:04Z [---] followers, [---] engagements


"good overview $BRZE Every day for the next long while I'm going to tear down a new public software company and highlight the AI risks/opportunities around it- products launched to date top startups key quotes from earnings calls etc. Day four: Braze Peak share price: $94.16 (Nov [--] 2021) Every day for the next long while I'm going to tear down a new public software company and highlight the AI risks/opportunities around it- products launched to date top startups key quotes from earnings calls etc. Day four: Braze Peak share price: $94.16 (Nov [--] 2021)"  
[X Link](https://x.com/malinvested/status/2020273457511141473)  2026-02-07T23:08Z [---] followers, [---] engagements


"listen I get it guidance cut only beat by 1.5% ISL squeezing margins etc etc the highly telegraphed guidance cut did indeed transpire but Im just not sure $MNDY should be trading inside $ASAN on EV / Sales when its growing twice as fast with better profitability"  
[X Link](https://x.com/malinvested/status/2020854674539049285)  2026-02-09T13:37Z [---] followers, [---] engagements


"congratulations to $BRZE on $KVYO s excellent quarter"  
[X Link](https://x.com/malinvested/status/2021344609566326891)  2026-02-10T22:04Z [---] followers, [---] engagements


"$LUXE executing that YNAP deal looking more & more like one of the best M&A trades Ive seen in recent years @AstutexAi @Reignots Q2 earnings call highlights https://t.co/Otp7lztd1S @AstutexAi @Reignots Q2 earnings call highlights https://t.co/Otp7lztd1S"  
[X Link](https://x.com/malinvested/status/2021352865076486577)  2026-02-10T22:37Z [---] followers, [----] engagements


"@seekingvalue2 I think if interested in selling & your results are gonna be as good as it seems they might be you wait at least a few Qs show the reaccel in revenue the rebound in NDR the margin expansion etc re-rate to 3-4x on increased fwd ests & get the M&A premium on top of that"  
[X Link](https://x.com/malinvested/status/2022102148948066768)  2026-02-13T00:14Z [---] followers, [---] engagements


"@Reignots @Speedwell_LLC what are the customers you spoke to replacing it with"  
[X Link](https://x.com/malinvested/status/2022366176257454452)  2026-02-13T17:44Z [---] followers, [--] engagements


"@SouthernValue95 $BRZE down because its SaaS mkt thinks its commoditized easily disrupted at risk from AI its not. its usage based pricing. closer to marketing infra. its a complement to AI marketing / personalization at scale NDR recovery / revenue reaccel"  
[X Link](https://x.com/malinvested/status/2022514704565047598)  2026-02-14T03:34Z [---] followers, [---] engagements


"$RRTS: this one's more of a flyer. could also go to [--] very easily. how does it get there a rock-star CEO in the making betting his own $ and the $ of some long-term investors that he can be the next Brad Jacobs. (5/7)"  
[X Link](https://x.com/malinvested/status/1959707476519239958)  2025-08-24T20:00Z [---] followers, [---] engagements


"$ARE (stock down 20% carefully evaluating future dividend levels): I think its different this time because theres a lot of stupid space that was built by others. might some of that stupid space sit in $OZK s $2bn+ life sciences construction loan book"  
[X Link](https://x.com/malinvested/status/1983376365953945691)  2025-10-29T03:32Z [---] followers, [---] engagements


"maybe Im naive and these capabilities are already widespread but this impressed me. free to create an agent and took about [--] mins. still some kinks but could see how this would be immediately useful to a lot of businesses. https://monday.com/w/agentfactory https://monday.com/w/agentfactory"  
[X Link](https://x.com/malinvested/status/2011133007365828783)  2026-01-13T17:47Z [---] followers, [---] engagements


"I believe this is what powers their own agent which offers a call with you when you sign up for their free trial and answers any questions you have about the product was impressed by that onboarding experience"  
[X Link](https://x.com/malinvested/status/2011134989358780499)  2026-01-13T17:55Z [---] followers, [--] engagements


"RT @stuffyokodraws: One reason vibe coding is so addictive is that you are always *almost* there but not 100% there. The agent implements a"  
[X Link](https://x.com/malinvested/status/2013453256102383873)  2026-01-20T03:27Z [---] followers, [---] engagements


"@MikeFritzell ha funny how the bulls fail to bring that up been a short-seller graveyard for almost a decade now but doesnt mean the allegations are wrong (see eg Wirecard): https://www.blueorcacapital.com/blue-orca-is-short-pinduoduo-inc/ https://grizzlyreports.com/we-believe-pdd-is-a-dying-fraudulent-company-and-its-shopping-app-temu-is-cleverly-hidden-spyware-that-poses-an-urgent-security-threat-to-u-s-national-interests/ https://www.blueorcacapital.com/blue-orca-is-short-pinduoduo-inc/"  
[X Link](https://x.com/malinvested/status/2013456496277803110)  2026-01-20T03:40Z [---] followers, [--] engagements


"@HedgeyeComm this appears to be what $MNDY is trying to do (albeit more targeted at their core product to start) early in CRM of course for them but $0 to $100mm ARR in [--] yrs not a bad start"  
[X Link](https://x.com/malinvested/status/2013458110476693974)  2026-01-20T03:46Z [---] followers, [---] engagements


"this must be some use of the word 'affordability' I haven't encountered before"  
[X Link](https://x.com/malinvested/status/2013704963877203991)  2026-01-20T20:07Z [---] followers, [--] engagements


"& they still have $2bn+ of life science & $2bn+ of office to work through"  
[X Link](https://x.com/anyuser/status/2013728905207730656)  2026-01-20T21:42Z [---] followers, [---] engagements


"RT @malinvested: $OZK: youre all focused on dumb shit like leases and asset value. All that matters is sponsor support. Analyst: hey s"  
[X Link](https://x.com/anyuser/status/2013731336461095364)  2026-01-20T21:52Z [---] followers, [--] engagements


"$SEZL director buys 1.2k shares in Nov; makes his filing within [--] days so: on time sells [--] () share in early Jan. makes form [--] filing [--] days later so: late. has to remit profits to company b/c short-swing profit rule not bullish or bearishjust weird. wheres the GC"  
[X Link](https://x.com/malinvested/status/2013739985053073771)  2026-01-20T22:26Z [---] followers, [---] engagements


"mortgage rates back to where they were pre-Agency MBS pump. [--] days"  
[X Link](https://x.com/malinvested/status/2013764563427008863)  2026-01-21T00:04Z [---] followers, [---] engagements


"$PRGS perhaps indicative of positioning in software is right now. biz appears to be mix of ex growth stuff. probably first in line to be vibe coded away if thats real. missed revenue est. rev guidance 1% above consensus profit strong well above estimates stock up 20%"  
[X Link](https://x.com/malinvested/status/2014005306099986903)  2026-01-21T16:00Z [---] followers, [---] engagements


"@KingCrypto2 It isnt out yet. But at a glance: [--] broker notes in the last couple months talking about how their guidance will come in light vs expectations ie bad One of those things thats so widely advertised it should be priced in ahead of time but in this mkt seems unlikely"  
[X Link](https://x.com/malinvested/status/2016271714598920409)  2026-01-27T22:06Z [---] followers, [--] engagements


"out-there but perhaps not totally implausible SaaS M&A trade: Canva should buy Braze if they want to continue to seriously compete with Adobe in enterprise space need to start integrating deeper into martech stack with enterprise-grade tools"  
[X Link](https://x.com/malinvested/status/2016551047683067998)  2026-01-28T16:36Z [---] followers, [---] engagements


"Canva AI generates content = Braze Decisioning Studio optimizes on 1P data = Braze delivers content = Canva AI iterates on content imagine the performance improvement Meta got with AI but you get it in your owned media channels instead"  
[X Link](https://x.com/malinvested/status/2016551049713111531)  2026-01-28T16:36Z [---] followers, [---] engagements


"if well-executed potential to be Adobe DX / Salesforce Marketing Cloud killer ofc Adobe & Salesforce would want a look at it too but imagine the cultural fit + tech integration into / cannibalization of existing products makes that trickier"  
[X Link](https://x.com/malinvested/status/2016551051759931572)  2026-01-28T16:36Z [---] followers, [---] engagements


"RT @EventDrivenEddy: $BRZE I think there is a fundamental misunderstanding within the market on 1) what this business actually does and 2)"  
[X Link](https://x.com/malinvested/status/2016558741575836085)  2026-01-28T17:07Z [---] followers, [--] engagements


"the corruption will be advertised"  
[X Link](https://x.com/malinvested/status/2016570665784991937)  2026-01-28T17:54Z [---] followers, [--] engagements


"RT @pmje73: An excel model is like a bicycle. You can hire someone to ride your bicycle all day and then tell everyone how much use you ge"  
[X Link](https://x.com/malinvested/status/2016570910346522833)  2026-01-28T17:55Z [---] followers, [--] engagements


"SaaS investors deciding what to do after literally any SaaS co reports earnings"  
[X Link](https://x.com/malinvested/status/2016885673005916163)  2026-01-29T14:46Z [---] followers, [--] engagements


"note to self: leave more room on position sizes when investing in a bombed-out sector where all the current investors are a bunch of momo-chasers"  
[X Link](https://x.com/malinvested/status/2016886805572804727)  2026-01-29T14:51Z [---] followers, [---] engagements


"without even really looking for them have seen about [--] automate your marketing content with GenAI start-ups which means if incumbents cant figure it out organically theyll have plenty of options to buy have to imagine this is similar in other areas (work agents etc)"  
[X Link](https://x.com/malinvested/status/2016890300338254230)  2026-01-29T15:04Z [---] followers, [---] engagements


"@shortbus_ace @JustBankStocks it helps those [--] yrs were probably the best [--] yr run in CRE in modern history but it is a fair point. I think theyve ended up with a tough loan book due to cycles that were difficult to call (LifeSci esp) and lean too much on sponsor support in their underwriting"  
[X Link](https://x.com/malinvested/status/2016974073281077640)  2026-01-29T20:37Z [---] followers, [--] engagements


"@JustBankStocks @shortbus_ace if you look at their disclosure and loan migrations say these last [--] Qs it is clear that they lean on sponsor support heavily in their loan classification and underwriting"  
[X Link](https://x.com/malinvested/status/2016975481426374682)  2026-01-29T20:43Z [---] followers, [--] engagements


"@shortbus_ace @JustBankStocks ofc if you write the most aggressive loans to a sector on a historic run you will do better than others I think theyre smart guys and have been impressed by the speed of their pivot away from CRE. a lot to be said for them. Tough cycle for CRE"  
[X Link](https://x.com/malinvested/status/2016978367136911389)  2026-01-29T20:54Z [---] followers, [--] engagements


"@buccocapital this + unlike many other sectors there is a lack of GAAP earnings that generalist value investors (if any are left) can hang their hats on to provide a bid perhaps why a name like Adobe (which I thought was the most at risk for AI disruption) outperformed today"  
[X Link](https://x.com/malinvested/status/2016999838382969072)  2026-01-29T22:20Z [---] followers, [----] engagements


"yet another note published about how $MNDY s guidance will disappointbut ofc the stock will still gap down 30% if / when it happens because SaaS"  
[X Link](https://x.com/malinvested/status/2016265239830884814)  2026-01-27T21:41Z [---] followers, [---] engagements


"@HedgeyeComm when agents are widespread ex swe for sure but in their current form doing a lot of work here mgmts see this & have been integrating AI + agents so its bet on their ability to innovate cos own pieces of context graph = in a good position to iterate and figure out"  
[X Link](https://x.com/malinvested/status/2018476413603684419)  2026-02-03T00:07Z [---] followers, [---] engagements


"@HedgeyeComm I think Asana is kinda fd but more because Monday has emerged as the winner (Smartsheet ransacked by PE ClickUp + Airtable stuck subscale Notion a risk but still not quite a direct competitor) & advantages of scale to achieve above will compound over time"  
[X Link](https://x.com/malinvested/status/2018477154334621869)  2026-02-03T00:10Z [---] followers, [---] engagements


"@HedgeyeComm @buccocapital why dont managers just manage their teams today over Slack / Notion / email and report back appeal of these tools is imposing a structured process onto non-deterministic input / output machines (humans today) in order to reduce variance seems to me agents would need the same"  
[X Link](https://x.com/malinvested/status/2018481311468384559)  2026-02-03T00:27Z [---] followers, [--] engagements


"@HedgeyeComm all that said will probably shit the bed when they report this coming Monday most telegraphed guidance miss ever but in this SaaS environment I can only imagine the dunks we will see from the AI-pilled SaaS bears"  
[X Link](https://x.com/malinvested/status/2018485688665014646)  2026-02-03T00:44Z [---] followers, [---] engagements


"and to think if OpenAI hadnt launched their Sora app in October Instagram Reels watch time could have been up [--] or even 32%"  
[X Link](https://x.com/malinvested/status/2018564035826880905)  2026-02-03T05:55Z [---] followers, [--] engagements


"you vibe coding vs vibe coding itself https://engineering.monday.com/every-playwright-needs-a-director-how-ai-agents-replace-dom-scraping-with-component-aware-static-analysis/ http://monday.com http://monday.com https://t.co/FFziyki6Kb https://engineering.monday.com/every-playwright-needs-a-director-how-ai-agents-replace-dom-scraping-with-component-aware-static-analysis/ http://monday.com http://monday.com https://t.co/FFziyki6Kb"  
[X Link](https://x.com/malinvested/status/2019167290076590263)  2026-02-04T21:52Z [---] followers, [---] engagements


"@SaaSFineprint dont know it as well (probably a lot of things work from here) but: - I think Braze materially outperforms the streets 17% YoY revenue growth. Unless Im missing something big / macro gets real bad its just a silly number. Their CFO is the queen of setting low expectations"  
[X Link](https://x.com/malinvested/status/2019213532156555766)  2026-02-05T00:56Z [---] followers, [--] engagements


"@SaaSFineprint - because its much more enterprise focused think theres a better buyer universe for Braze. This would be highly strategic to Adobe Salesforce and maybe even some out there guys like Canva Snowflake Databricks"  
[X Link](https://x.com/malinvested/status/2019214221784092736)  2026-02-05T00:59Z [---] followers, [--] engagements


"@SaaSFineprint - based on my work its a better product than Klaviyos (more powerful) and so its much more likely Braze successfully moves downmarket than Klaviyo successfully moves up market"  
[X Link](https://x.com/malinvested/status/2019214498507170099)  2026-02-05T01:00Z [---] followers, [--] engagements


"@SaaSFineprint - in general I see Braze as very likely the dominant solution in a couple yrs. Growth will never be explosive because its hard to switch from Salesforce Adobe but I dont think 5+ years at 20-25% is crazy so margins will come"  
[X Link](https://x.com/malinvested/status/2019215587877003768)  2026-02-05T01:04Z [---] followers, [--] engagements


"@awilkinson you looking for both longs and shorts if so might be worth digging into $TINY: over-levered collection of mediocre businesses wrapped in a bunch of principal / agent issues"  
[X Link](https://x.com/malinvested/status/1980988414133768392)  2025-10-22T13:23Z [---] followers, [----] engagements


"@IJW121 @MikeFritzell unfortunately have owned for a while but px is getting wild again: $JD mkt cap $45bn - JD Health stake: $17bn - JD Logistics stake: $6bn = $22bn for JD Retail & rest (pretend they burn all their cash on food delivery) or 3.6x TTM EBIT seems wrong for a biz growing EBIT dd%"  
[X Link](https://x.com/malinvested/status/1993391899072512070)  2025-11-25T18:50Z [---] followers, [---] engagements


"$OZK just printed their worst annual RESG net charge-offs in 20+ years with the single exception of [----] & they say elevated net charge-offs are likely to remain elevated in 2026"  
[X Link](https://x.com/malinvested/status/2013727734644543972)  2026-01-20T21:37Z [---] followers, [----] engagements

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