# ![@marketswithmay Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1608598477809786881.png) @marketswithmay MarketswithMay

MarketswithMay posts on X about $sofi, $amc, if you, debt the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1608598477809786881/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1608598477809786881/c:line/m:interactions.svg)

- [--] Week [---------] +9,166%
- [--] Month [---------] +12,735%
- [--] Months [---------] +343%
- [--] Year [---------] +64%

### Mentions: [--] [#](/creator/twitter::1608598477809786881/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1608598477809786881/c:line/m:posts_active.svg)

- [--] Week [--] +43%
- [--] Month [---] +63%
- [--] Months [---] -15%
- [--] Year [-----] -36%

### Followers: [-----] [#](/creator/twitter::1608598477809786881/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1608598477809786881/c:line/m:followers.svg)

- [--] Week [-----] -0.08%
- [--] Month [-----] +1.10%
- [--] Months [-----] +4.10%
- [--] Year [-----] +15%

### CreatorRank: [-------] [#](/creator/twitter::1608598477809786881/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1608598477809786881/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  54.7% [finance](/list/finance)  34.19% [countries](/list/countries)  5.13% [financial services](/list/financial-services)  3.42% [technology brands](/list/technology-brands)  3.42% [cryptocurrencies](/list/cryptocurrencies)  3.42% [celebrities](/list/celebrities)  1.71% [musicians](/list/musicians)  1.71% [social networks](/list/social-networks)  1.71% [travel destinations](/list/travel-destinations)  0.85%

**Social topic influence**
[$sofi](/topic/$sofi) #273, [$amc](/topic/$amc) 14.53%, [if you](/topic/if-you) 9.4%, [debt](/topic/debt) #839, [in the](/topic/in-the) 5.13%, [how to](/topic/how-to) 4.27%, [target](/topic/target) 4.27%, [money](/topic/money) 4.27%, [bc](/topic/bc) #1310, [for all](/topic/for-all) 3.42%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@blue1trades](/creator/undefined) [@sofi](/creator/undefined) [@tkelley17895](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@stockmeetups](/creator/undefined) [@anthonynoto](/creator/undefined) [@nataninvesting](/creator/undefined) [@ruchernchong](/creator/undefined) [@zapatasmom](/creator/undefined) [@buildwithbob](/creator/undefined) [@danbuk4](/creator/undefined) [@datadinvesting](/creator/undefined) [@barackobama](/creator/undefined) [@basedstatistic](/creator/undefined) [@convexititties](/creator/undefined) [@maverick10715](/creator/undefined) [@vadimkotlarov](/creator/undefined) [@averagedipbuyer](/creator/undefined) [@sofioutsider](/creator/undefined)

**Top assets mentioned**
[RAI Finance (SOFI)](/topic/$sofi) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Capital One Financial Corp. (COF)](/topic/$cof) [GammaSwap (GS)](/topic/$gs) [ApeCoin (APE)](/topic/$ape) [GameStop, Corp. (GME)](/topic/$gme) [Discover Financial Services (DFS)](/topic/$dfs) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Msci Inc (MSCI)](/topic/$msci) [Healthpeak (DOC)](/topic/$doc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$COF down 3% in the aftermarket. I think this is b/c most folks don't know how to read financials. And in fairness since this is post the merger I can almost see why. but not really. This was a good Q and I care b/c I need some color on $SOFI and this is a close comp. Rev +53% Net Inc + 95% A lot of that is $DFS but even without it you have solid performance cash coming from the sell off of $DFS assets post acquisition (so a fortified balance sheet) lower charge offs and even the most concerning parts of credit ie Auto showing better than expected. Now my shoulder still hurts like heck so"  
[X Link](https://x.com/marketswithmay/status/2014546329473630614)  2026-01-23T03:50Z [----] followers, [----] engagements


"$SOFI. +6% in the premarket. Suck it bears. It was a good quarter. Here are my notes from the release and listening to the call now. Rev +37% Ebitda 53% Adj Net Inc +112% Before you even start to talk about why Ebitda and Adjusted Net Income is wrong or the wrong metric let me share with you a phrase I just learned in Spanish class: Estas Equivocado. The adjustment is a fair and square thing you'd adjust for Interest benefit from the prior year. In other words there was no cheating this Q. It was great. A few things I noticed (TLDR for those that can't take my long-form jetlagged snarkiness)"  
[X Link](https://x.com/marketswithmay/status/2017237994856456495)  2026-01-30T14:06Z [----] followers, 42.1K engagements


"@VadimKotlarov Great image. added some notes and forwarded 100% b/c $SOFI is organic vs $COF. And while I love $COF b/c growth is delicious no matter where it comes from. But you know. a girl my age still always prefers and pays up for all things organic"  
[X Link](https://x.com/marketswithmay/status/2017243194782601528)  2026-01-30T14:27Z [----] followers, [---] engagements


"$SOFI. listen day traders. Stay in your lane. I wrote in my piece that the bears aka the day traders who don't know how to read something. might do dumb stuff. Let's not try to pretend something is wrong with this company. It's not. And let's not pretend you know how to read those financials. You don't. The only thing that's wrong is b/c you use a dumb algo that can't read financials properly you're selling it. You still have no idea how to read financials. And you're likely just creating a massive buying opportunity for the large fund houses who still haven't taken a full position for their"  
[X Link](https://x.com/marketswithmay/status/2017259077013836060)  2026-01-30T15:30Z [----] followers, [----] engagements


"$SOFI. this is exactly right @AverageDipBuyer . There isn't even a valuation reason for $SOFI anymore. It's undervalued even by traditional metrics at this point. That is the whole thing of why the sell off is really stupid. $SoFi now trades at roughly the same price-to-tangible book multiple as JPMorgan. (Which is around 3) Yeah its being priced like a bank growing revenue at 6%. $SoFi is one of the most undervalued stocks in the entire market today and should be trading around $40. $SoFi now trades at roughly the same price-to-tangible book multiple as JPMorgan. (Which is around 3) Yeah its"  
[X Link](https://x.com/marketswithmay/status/2017272596924883229)  2026-01-30T16:24Z [----] followers, [----] engagements


"A lot of dumber algos tend to pull data a particular way that ignores 1x charges. that's one of a few reasons it might have set off a particular type of action. It's always hard to know b/c the short interest on this puts it in the same range as meme stocks with no actual growth or financials to speak of. I mean 10% short interest is stupid for a stock that is not only having zero financial troubles but is likely going to continue to grow no matter what macro environment and has now fully grown into it's multiple I mean even if someone wanted to buy $SOFI you'd have to pay more than what it's"  
[X Link](https://x.com/marketswithmay/status/2017280023841968344)  2026-01-30T16:53Z [----] followers, 43.5K engagements


"$SOFI. just in case someone else actually can confirm this rumor is true. Always hard to know. It's also possible that the way $GS sorted out the management share sales during the holidays was via the derivative markets and there is some related knock on effect for however they did it. Happy to entertain these thoughts. But plz. don't tell me the quarter is bad. It feels like Gas-lighting and I find that traumatic. @SoFi_Outsider_ @jimbob653 @SoFi @Futurenvesting @Tim_Sweeney_TAR @FunOfInvesting @_Krossroads @Couch_Investor Ok. If they dilute it should already be in the marketplace. If you"  
[X Link](https://x.com/marketswithmay/status/2017285450239750358)  2026-01-30T17:15Z [----] followers, [----] engagements


"@nataninvesting ok. i'll have a listen later and comment. Still not in this one"  
[X Link](https://x.com/marketswithmay/status/2018771364170301741)  2026-02-03T19:39Z [----] followers, [----] engagements


"@grok @Blue_1Trades I was commenting on the original structure and why it was done that way. but cool"  
[X Link](https://x.com/marketswithmay/status/2021606867672133648)  2026-02-11T15:26Z [----] followers, [--] engagements


"@LibOrNormal My thoughts are this is the surest way to have [--] more Red state years"  
[X Link](https://x.com/marketswithmay/status/2022406803921965285)  2026-02-13T20:25Z [----] followers, [----] engagements


"$SOFI. If I'm calcing this correctly (will try to find my note) this is the lower bound of the structure $GS made for the management collars that were done in December Can someone confirm. I'm traveling a bit too much to have the time I usually have to investigate. Holy shit Somebody just bought [--] million $SoFi shares https://t.co/kMnWo0oLXK Holy shit Somebody just bought [--] million $SoFi shares https://t.co/kMnWo0oLXK"  
[X Link](https://x.com/marketswithmay/status/2018771110897086893)  2026-02-03T19:38Z [----] followers, [----] engagements


"$PYPL . Down 22% since reporting on Feb [--] & the board is forcing yet another management change. Rev +4% Net Inc +38% Was it a bad Quarter No. It wasnt. But relative to what the board wanted this wasnt quick enough. TBH its been a minute since Ive been watching $PYPL properly. Why is the Stock Down My first thought within minutes of this call: This sounds like the follow-up result to some nasty internal politics thats hard to read the tea leaves on. I mean Wow Within minutes I was googling what happened to the former CEO who I discovered was forced to step down. Hence that is why this stock is"  
[X Link](https://x.com/marketswithmay/status/2021601808431419637)  2026-02-11T15:06Z [----] followers, [----] engagements


"@grok @Blue_1Trades Hey @Grok. that's the general definition. i think this guy cares on the specific preferred shares he believes that management got for $SOFI"  
[X Link](https://x.com/marketswithmay/status/2021606444265517502)  2026-02-11T15:25Z [----] followers, [---] engagements


"@grok @Blue_1Trades Given that the OG spac increased market valued and allowed for growth in a massive way since it was done in [----] in what way do you feel it raised issues @grok"  
[X Link](https://x.com/marketswithmay/status/2021607593035153528)  2026-02-11T15:29Z [----] followers, [--] engagements


"@grok @Blue_1Trades You literally just repeated what you wrote with no consideration for what I wrote on valuation changes growth (aka that new capital available to shareholders etc). But whatevs. Thx for helping me better understand the limitations of AI. Cool"  
[X Link](https://x.com/marketswithmay/status/2021608360840204387)  2026-02-11T15:32Z [----] followers, [--] engagements


"Uhm. close but no. At this point I'm just trying to let @blue_1trades get the actual info he needs to better assess fundamentals vs trading dynamics. @Grok. I think you're failing to understand why ROTCE (return on tangible common equity) is the major metric for banks vs P/E or P/BV. Similarly you're missing that BV or TBV is just Assets - Liabilities (minus intangibles). In otherwords it is the Equity or Tangible Common equity. if you add this back into your understanding I think you'll be able to better understand where I'm coming from. https://twitter.com/i/web/status/2021609866779840860"  
[X Link](https://x.com/marketswithmay/status/2021609866779840860)  2026-02-11T15:38Z [----] followers, [--] engagements


"Can you clarify what you mean by cyclical I think possibly what you mean is that they are beholden to funding cycles. But this is less a cyclical thing and more a rates/political climate thing no So for example if you have high volatility it can come from anything and drive trading volumes. is that how you mean https://twitter.com/i/web/status/2021706251529605249 https://twitter.com/i/web/status/2021706251529605249"  
[X Link](https://x.com/marketswithmay/status/2021706251529605249)  2026-02-11T22:01Z [----] followers, [---] engagements


"@TKelley17895 So if a child is born in the US and has to pay the hospital bill which includes a birth certificate (which they now have) you're contention is the use of that birth certificate some [--] years later constitutes a poll tax. Ok. Interesting argument"  
[X Link](https://x.com/marketswithmay/status/2021993580475380188)  2026-02-12T17:03Z [----] followers, [--] engagements


"$AMC here's the subdebt vs where I purchased them. I'm including my $AMC Shares as well since I have a couple of trolls who always post how much they are down or suggest I am not long the stock. HOW ARE YOU UP ON ALL THESE POSITIONS Timing is everything. As you guys know I rolled out of the $APE shares into the debt and then I stated I would support $AMC via the sub-debt. Because I wanted to be allowed to vote i went LONG $AMC but most of my purchases are clearly when the stock dipped below $4. Before that period I used options strategies that were long $AMC short volatility. WHAT DO YOU PLAN"  
[X Link](https://x.com/marketswithmay/status/1816070719635161579)  2024-07-24T11:19Z [----] followers, [----] engagements


"I'm going to have to eat Crow on $SOFI. I didn't think they had a shot at making their $25 target to get their second bonus for execs but if it keeps up like this maybe you do have a shot. My bad. Consider this an official apology/crow eating"  
[X Link](https://x.com/marketswithmay/status/1859632432795787632)  2024-11-21T16:18Z [----] followers, [----] engagements


"$SOFI. Going into the $MSCI Series of indices. This means it will go in all the $MSCI series for which it qualiifies. This is great as a lot of institutional money follows the $MSCI series for benchmarking and will either need to buy this or be underweight. It also likely implies the stock will finally get better coverage than a few very vocal small brokers that don't usually make the prime time list for research coverage. https://www.reuters.com/business/finance/msci-announces-changes-equity-indexes-2025-08-07/"  
[X Link](https://x.com/marketswithmay/status/1953787345339142270)  2025-08-08T11:56Z [----] followers, 12.9K engagements


"$SOFI. Oh. look at that haters. SOFI pay is about sending money internationally to support the eventual roll out in [----] of stablecoin. Wait. who was it in the $SOFI community that made it crystal clear that what was required was to build out Int'l in order to make Stablecoin really be meaningfully relevant Anyone want to apologize No"  
[X Link](https://x.com/marketswithmay/status/1983144652732579916)  2025-10-28T12:11Z [----] followers, [----] engagements


"$SOFI. very close @Grok. but you've failed to close the loop on the OP's claim that the [----] spac raise was dilutive or otherwise harmful to investors. If a) The Spac convert was $2.4b and b) this was the result (aka $4b increase in Book Value) AND c) the metric that actually matters for a bank is book value b/c d) it is the major real metric that tells what "inventory" a bank has to play with to make money for investors Then please revisit your suggesting that: Investors were somehow harmed or otherwise put out or should be concerned by the dilution created by the convertible capital raise"  
[X Link](https://x.com/marketswithmay/status/2021611854796140686)  2026-02-11T15:46Z [----] followers, [----] engagements


"$HOOD. down 8%. TBH I get that there was a higher expectation. Not sure why but this wasn't such a bad Q. Rev + 52% Adj EBITDA + 76% Adj Earnings + 18-ish% Earnings not helpful b/c of a huge benefit from taxes last year. Again we like EBITDA numbers when you've got this kinda speedy growth b/c for a non-bank financial it gives you a sense for how cash flows are changing. In this regard that's pretty solid growth. Ya'll know I am not a huge fan of $HOOD's management and my reasons for being here are b/c I think Kenny G will get paid in full and then some similar to when he bailed out eTrade"  
[X Link](https://x.com/marketswithmay/status/2021700115111522473)  2026-02-11T21:37Z [----] followers, [----] engagements


"I'm fwding b/c it's facts. I know this means folks lost jobs & that sucks. I hope we lower rates & invigorate capital availability to help biz create jobs & return these folks to the private markets which tend to pay better. This is insane The number of federal government employees is now at its lowest level in 50+ years. Dropped off a cliff after Trump was elected. https://t.co/zZu2jzUC8S This is insane The number of federal government employees is now at its lowest level in 50+ years. Dropped off a cliff after Trump was elected. https://t.co/zZu2jzUC8S"  
[X Link](https://x.com/marketswithmay/status/2021710669381283944)  2026-02-11T22:19Z [----] followers, [---] engagements


"I like $DOC though it has not performed as I wanted it too. It's a healthcare REIT with a fair amount of hospital tenants. This is not the most understood and many would say this format of real estate is out of vogue. That said the bankruptcy laws support hospital REITs even more so than other forms of real estate. https://twitter.com/i/web/status/2021933750519533802 https://twitter.com/i/web/status/2021933750519533802"  
[X Link](https://x.com/marketswithmay/status/2021933750519533802)  2026-02-12T13:05Z [----] followers, [---] engagements


"There are zero barriers. But there is a whole lot of fake news. Also you're making pretty big assumptions. Look at this face. That is my actual face though I don't age the same as others physcially. Do you think my parents were born US citizens and came to this country wealthy or something Do you think I've never had to do my fair share of time making sure documents were in order to understand precisely what it is all these folks on the internet that have never done that are talking about The fact I have done nearly all of these documents is what makes all of this so darn offensive including"  
[X Link](https://x.com/marketswithmay/status/2021946002282848553)  2026-02-12T13:54Z [----] followers, [--] engagements


"You are using a generalized stat for all of the United States for a related question. I am telling you a condition. Also you're ignoring the fact that with Bayes theorum aka the SSN implies someone had to have filed proof of citizenship the whole equation goes to 100% or very close to it"  
[X Link](https://x.com/marketswithmay/status/2021951109107995078)  2026-02-12T14:14Z [----] followers, [--] engagements


"I agree with the sentiment of what you're saying though I have nothing negative to say about any of these regions countries etc. And I'm super cool with the idea I'm too dumb to understand what is met by ignoring all nuance of these nations their resources histories etc and just saying China is the next US. Maybe I am dumb. That's cool. More to learn every day. https://twitter.com/i/web/status/2021980374545448976 https://twitter.com/i/web/status/2021980374545448976"  
[X Link](https://x.com/marketswithmay/status/2021980374545448976)  2026-02-12T16:11Z [----] followers, [--] engagements


"Not to be mean or anything but an admin that let oil hit $120 and stay in the high $80s for most of their term thereby funding the powder kegs of the Ukraine War and whatever you want to call whats going on in the Middle East right now should probably just sit this one out. After all the EIA was founded in the late 1970s to make sure we were never beholden to manipulation by foreign powers through our energy needs. Just saying its not quite as straightforward as were painting it and certainly correcting the mission creep of the EIA should be one of the least controversial things. It could use"  
[X Link](https://x.com/marketswithmay/status/2022423495087423496)  2026-02-13T21:31Z [----] followers, [---] engagements


"I'll be on X less in [----]. Too much of X for me is: 1) argument for the sake of argument 2) individuals vetting b/c their real life is very frustrating 3) Individuals who haven't learned how to have healthy discourse with each other. That wears on the soul"  
[X Link](https://x.com/marketswithmay/status/2021616095799677350)  2026-02-11T16:03Z [----] followers, [----] engagements


"@mayukh_panja Do we have to express ourselves this way"  
[X Link](https://x.com/marketswithmay/status/2021616383390323028)  2026-02-11T16:04Z [----] followers, [---] engagements


"There's [--] Asian lady FinXer that might have been talking about this more than a year ago. hmmm. who could that be. If you exclude Healthcare jobs the U.S. Labor Market has declined for [--] months. Everything is not fine. https://t.co/BRNrf5fII7 If you exclude Healthcare jobs the U.S. Labor Market has declined for [--] months. Everything is not fine. https://t.co/BRNrf5fII7"  
[X Link](https://x.com/marketswithmay/status/2021930932639514708)  2026-02-12T12:54Z [----] followers, [---] engagements


"@zapatas_mom Poor and ghetto. You might say that if you've literally only visited [--] countries on this earth. Thx"  
[X Link](https://x.com/marketswithmay/status/2021933970368475313)  2026-02-12T13:06Z [----] followers, [---] engagements


"The data scientist in me is getting genuinely triggered by the bad stats being thrown around so let me just spell this out. It is NOT 10% of voters will be disenfranchised unless you are ALSO saying that 10% of voters have never paid taxes never been a secondary filer on a return and dont have a Social Security number. If you have an SSN you can retrieve your birth certificate through your states Vital Records department. Plz. Stop repeating this as it's so obviously fake that it hurts my head"  
[X Link](https://x.com/marketswithmay/status/2021944657442185719)  2026-02-12T13:49Z [----] followers, [---] engagements


"Here's the issue. Most of X is men. So when you pretend you have any clue about what a lady uses the marriage certificate for in the case of a name change and what that implies to proof of ID you just end up sounding dumb"  
[X Link](https://x.com/marketswithmay/status/2021953336766009736)  2026-02-12T14:23Z [----] followers, [---] engagements


"Ok. @elonmusk . you gotta do something b/c Grok is spitting out nonsense in its logic flow. Can you reattach Grok to some engine that can do math Don't have your AI be a part of the the bad logic that is being spread around. @CommunityNotes see entire thread where @Grok is refusing to do the actual math and just keeps preferencing the brennan study using the mean. At this point it's just bad Data Science. @marketswithmay @buildwithbob @KeenanPeachy @CommunityNotes Fees for birth certificates vary by stateaverages $20-60 per [----] TrustedCare data not uniformly $10 (e.g. CA $31). Barriers"  
[X Link](https://x.com/marketswithmay/status/2021956098685591748)  2026-02-12T14:34Z [----] followers, [---] engagements


"Thank you. as a fellow woman I'm tired of the implication we're too stupid to take care of documentation that is needed not just for voting but a host of other things (a mortgage getting a bank account etc). For anyone whos scared they wont be able to vote in the midterms if the SAVE ACT is passed: Go to Vital Records dot org find your state and apply for a certified copy of your birth certificate. Problem solved. If youre a MARRIED/DIVORCED woman whos lost their For anyone whos scared they wont be able to vote in the midterms if the SAVE ACT is passed: Go to Vital Records dot org find your"  
[X Link](https://x.com/marketswithmay/status/2021956604841914661)  2026-02-12T14:36Z [----] followers, [---] engagements


"A professional Data Scientist Critique of the Stats being used to suggest there is some prohibition to voting due to legislation passed: TLDR: In short the survey findings reflect document availability and administrative record updates not evidence that large numbers of women or citizens generally are prohibited from voting. First here is the research link: The report does not state that 1012% of Americans do not have a birth certificate. The survey question asked whether the document was readily available meaning whether respondents could easily pull it out the next day. That is very"  
[X Link](https://x.com/marketswithmay/status/2021963309495341197)  2026-02-12T15:03Z [----] followers, [----] engagements


"Guys guys. on the issue of citizenship and how it hurts immigrants. The study actually showed pretty cleanly that Naturalized citizens (aka LEGAL immigrants like my parents) are more likely to have this documentation. My guess: B/c every country folks immigrate from require this documentation be available easily. See footnote [--]. Can we at least have a normal conversation folks Again if you just want non-US citizens to vote in elections just say it. Some states allow it in state elections. There's no need to manipulate stats to talk about it; and on behalf of everyone in my professional field"  
[X Link](https://x.com/marketswithmay/status/2021970150958797037)  2026-02-12T15:30Z [----] followers, [----] engagements


"Question to the democrats: Let's say you're a lady who can't find your marriage certificate. You make more than your husband and you're tired of his cr*p. Does that mean you don't need to divorce him b/c that record doesn't exist No. too close to home"  
[X Link](https://x.com/marketswithmay/status/2021996970693603494)  2026-02-12T17:16Z [----] followers, [---] engagements


"Nice summary. Household debt and credit report was just updated: [--]. Credit card debt grew to $1.28 trillion. Considering 51% of US households do not carry a credit card balance this means the other 49% are carrying an average balance of about $17000. Yikes. [--]. Credit card debt https://t.co/H3U3zpaPQW Household debt and credit report was just updated: [--]. Credit card debt grew to $1.28 trillion. Considering 51% of US households do not carry a credit card balance this means the other 49% are carrying an average balance of about $17000. Yikes. [--]. Credit card debt https://t.co/H3U3zpaPQW"  
[X Link](https://x.com/marketswithmay/status/2022002787182403913)  2026-02-12T17:40Z [----] followers, [---] engagements


"@DonGreco21 @zapatas_mom I could name many countries that are more ghetto than the United States. That is my point. Far more ghetto. It's just an ignorant comment. I take nothing away from the Chinese in their development. But the clickbait is not necessarily"  
[X Link](https://x.com/marketswithmay/status/2022400179459285069)  2026-02-13T19:59Z [----] followers, [--] engagements


"I want to say this to all women out there but especially the young women. If youre alone thats fine. If you feel like you need to justify it thats on you figure out why you care so much what other people think. You can blame specific men for specific actions. But you should never blame the entire gender. Words that brand all men as a single broken group are harmful and false. They are not a monolith. Many are just as lonely as you just as uncertain just as hopeless about being single. And all this nonsense about Divine Feminine female power and what a man is or isnt doing in relation to it"  
[X Link](https://x.com/marketswithmay/status/2022414188274987086)  2026-02-13T20:54Z [----] followers, [---] engagements


"This is one opinion. An alternative is that if you are going to rely less on int'l trade you'll want to spur domestic demand. Housing is about 16% of the econ in an environment where you've pinched off access to capital. Hence in order to reclaim our econ from a mostly trade deficit lower rates. But whatev's. It's convenient to pretend there's only [--] way to think about it. For those who are new to economics Trump wouldnt be advocating for lower interest rates if we truly had a strong economy. They need lower rates because the national debt is unsustainable Congress refuses to cut spending in"  
[X Link](https://x.com/marketswithmay/status/2021614399908175917)  2026-02-11T15:56Z [----] followers, [----] engagements


"I don't know why this Voter ID thing is so one-sided. Democrats. You should have nothing to fear in making sure the administrative component of the United States is completed by all US citizens. But imagine though. If you're suggesting Americans cannot identify themselves properly then shouldn't you also be concerned that Americans are not paying taxes properly either (aka funding the state) Last I checked your Social Security Number requires a birth certificate and similar documentation to what it is you are so worked up about. If you don't have a proper Social then it is also the case that"  
[X Link](https://x.com/marketswithmay/status/2021941397008363821)  2026-02-12T13:36Z [----] followers, [----] engagements


"Just FYI. when they bought it $ATVI was 1/3rd it's book value b/c of the lawsuit. It's large cap and that is crazy rare. Maybe Bill is on their board. But it's doubtful given how the entirety of the trade played out. I was in $ATVi so I know this one cold. Try a different example please. Nothing happened Not sure why the internet has decided to attack a man in his 90s but this isn't the way. https://twitter.com/i/web/status/2022758349717037077 https://twitter.com/i/web/status/2022758349717037077"  
[X Link](https://x.com/marketswithmay/status/2022758349717037077)  2026-02-14T19:42Z [----] followers, [---] engagements


"Bad news for the $SOFI Bears. Morningstar upgrades the C tranche of 6/21 Consumer Lending ABS to AAA and the D Tranche to AA. This implies a low to zero level of default. I've included the table below from S&P for context. WHY IS IT BAD FOR THE BEARS Paraphrasing the bear argument their thoughts hinge on the idea that SOFI's securitizations are not as high quality as people think and that more write-offs will uncover the problem with fair value marks. They are often noted as saying things like "The credit quality of what is written now is higher than in the past." WHAT DOES C & D TRANCHE MEAN"  
[X Link](https://x.com/marketswithmay/status/1804872850748358808)  2024-06-23T13:43Z [----] followers, 75.2K engagements


"$AMC [----] bonds at 10% YTM are trading like BB. [----] YTM 18% right at CCC (far less bankruptcy risk than before) [----] YTM of 20% is a similar interpretation. This is bond market capitulation. What can I say $AMC has cold theaters & great films for a hot summer"  
[X Link](https://x.com/marketswithmay/status/1813959105704251826)  2024-07-18T15:28Z [----] followers, 15.4K engagements


"Thx @DanBuk4 for keeping me posted on all things $AMC. Below is the trade history provided by my broker on [----] $AMC Subordinated debt. Lots of volume . Recall these bonds traded weakest b/c they are behind the [----] debt that needed to be refinanced which is now done (see article). The bonds trading up in value such that YTM is now 17.8% today. That's a big move. It will continue to trade up until the YTM is in-line with CCC- (closer to 15%). Prices for bonds don't post until tomorrow so I'll show it when it posts to my P&L. #AMC Refinances #Debt In Deals Extending Due Dates By At Least 3"  
[X Link](https://x.com/marketswithmay/status/1815474254529593848)  2024-07-22T19:49Z [----] followers, 17.9K engagements


"Hey $AMC Equity Short sellers. The $AMC bond shorters have capitulated. Are you ready to join them yet Thx @DanBuk4 for keeping me posted on all things $AMC. Below is the trade history provided by my broker on [----] $AMC Subordinated debt. Lots of volume . Recall these bonds traded weakest b/c they are behind the [----] debt that needed to be refinanced which is now done (see https://t.co/WEolxq0ULY Thx @DanBuk4 for keeping me posted on all things $AMC. Below is the trade history provided by my broker on [----] $AMC Subordinated debt. Lots of volume . Recall these bonds traded weakest b/c they are"  
[X Link](https://x.com/marketswithmay/status/1815475234885279777)  2024-07-22T19:53Z [----] followers, 16.5K engagements


"Fyi for all the $AMC folks the [----] & [----] subordinated debt is all trading in-line with it's CCC- rating. The biggest change is the [----] which last week (on the news) still had about a 3% discount to CCC- This means that there no longer is any additional bankruptcy risk being ascribed to $AMC. CCC- is still a risky credit rating. But the idea that bankruptcy is imminent and happening in the next 2-3 years is considerably diminished. The 2025's continue to trade at an implied rating that is between single-B and BB. For those that have asked it will take at least [--] quarters IMO for a rating"  
[X Link](https://x.com/marketswithmay/status/1817966290570530864)  2024-07-29T16:51Z [----] followers, 14.5K engagements


"Since it's harder to unteach flawed understandings of finance than to explain it right int he first place it will take time to describe precisely HOW ridiculous a reiteration of the $4 target on $SOFI is citing Fair Value is the issue given precisely how much $SOFI grew. So I'll simply give you a hint of the magnitude of HOW wrong these analysts are. See the red box. that tells you they are able to sell the loans off. That means your fair value & credit quality argument could not possibly be more misguided at this point AND ALSO indicates the returns on the other side of a lower rate is going"  
[X Link](https://x.com/marketswithmay/status/1818379072285950209)  2024-07-30T20:12Z [----] followers, 24K engagements


"Why do I sense that the bears didn't include this in their estimates. hmmmmm $AMC I am excited to announce AMC Theatres Distributions next concert film Usher: Rendezvous in Paris. Yes world class artist Usher At AMC Theatres and Odeon Cinemas September [--] [--] [--] and [--]. To get a sense of the excitement head to https://t.co/WrhpuEXChH Done in https://t.co/vjyGi9vv0p I am excited to announce AMC Theatres Distributions next concert film Usher: Rendezvous in Paris. Yes world class artist Usher At AMC Theatres and Odeon Cinemas September [--] [--] [--] and [--]. To get a sense of the excitement head to"  
[X Link](https://x.com/marketswithmay/status/1818822304513589739)  2024-08-01T01:33Z [----] followers, [----] engagements


"Ok. I'm a huge fan @CEOAdam But a Friday night earnings earnings call for $AMC I get that you preannounced but that is rough. That said. Fine. I'm in"  
[X Link](https://x.com/marketswithmay/status/1819341185002942618)  2024-08-02T11:55Z [----] followers, 18.7K engagements


"Even if you don't care about $SOFI @anthonynoto has a knack for clear communication related to the commercial banking sector. $XLF You won't want to miss this interview with @SoFi CEO @anthonynoto ⚡ With the election in mind he discusses student loan forgiveness and the impact of rate cuts on both corporate America and the consumer: https://t.co/GTUZWx2H56 You won't want to miss this interview with @SoFi CEO @anthonynoto ⚡ With the election in mind he discusses student loan forgiveness and the impact of rate cuts on both corporate America and the consumer: https://t.co/GTUZWx2H56"  
[X Link](https://x.com/marketswithmay/status/1831384854493290699)  2024-09-04T17:32Z [----] followers, [----] engagements


"$gme I want you guys to do well and succeed on your investment. I gotta admit when I look at the financials it really looks like he is just winding down the company with no clear plan of how to reinvest back into growth"  
[X Link](https://x.com/anyuser/status/1833631692948459632)  2024-09-10T22:20Z [----] followers, 17.8K engagements


"Gentle reminder to the bears: Wednesday's interest rate cut by the Federal Reserve of [--] basis points should save AMC about $10 million of interest expense per annum giving us an extra $10 million or so of cash savings each year. This is such very good and much welcomed news for AMC. Ka-ching ka-ching No https://t.co/W0CbY79ZMp Wednesday's interest rate cut by the Federal Reserve of [--] basis points should save AMC about $10 million of interest expense per annum giving us an extra $10 million or so of cash savings each year. This is such very good and much welcomed news for AMC. Ka-ching"  
[X Link](https://x.com/anyuser/status/1837840186392150160)  2024-09-22T13:03Z [----] followers, [----] engagements


"My Version of the Story of $SOFI I want to recap how I got interested in $SOFi for newer folks. You gotta pick price b/c there is a weird dynamic with the convert that begs day traders to play with the stock until the March rebalance. My thesis has ALWAYS been that they would be added to [--] of the S&P/MSCI investible index series most likely Midcap. CONCEPTIONAL BACKGROUND ON BANKS & FUNDING MIX While I traded around $SOFI for some time I first became truly intrigued to dig a lot deeper with $SIVB b/c I discovered they were the only bank with over 90% of their deposits FDIC insured. For"  
[X Link](https://x.com/marketswithmay/status/1842940897056399468)  2024-10-06T14:52Z [----] followers, 18.6K engagements


"ROTCE & Bank Financials: Case Study $SOFI Excert for TLDR folks: Those Bears on $SOFI being SO loud about intangibles & goodwill$SOFI is just a bank. given that ROTCE is the real key metric the Bears are about to get bitten in the a$$. Also Shout Out @DataDInvesting . This builds off his article. Bank Cash Flow & Why Its Not a Major Banking Metric: Banking is tough to analyze b/c a bank's inventory includes both liabilities & assets both generating revenue. This makes evaluating the Cash Flow statement completely different from other industriesit's not just a simple adjustment. In a bull"  
[X Link](https://x.com/marketswithmay/status/1845202046452105285)  2024-10-12T20:37Z [----] followers, 21.4K engagements


"$SOFI Great Q trading -9% and a hefty beat vs. Street. Day traders may do their thing But the Bears really don't have a fundamental thesis any longer. This quarter really exposes them as a bunch of day traders (see Book Value & ROTCE) Im holding through March inclusion. Heres what I saw: 1) The Standard Metrics 2) Product Growth Notes 3) Loan Mix 4) Non-Interest Income 5) Book Value & ROTCE Standard Growth Metrics Revenue +30% Net Income up $60M from a loss. They now meet requirements for investable indices ($IWM $MDY MSCI Midcap series). Membership is up 34% y-o-y and more importantly"  
[X Link](https://x.com/anyuser/status/1851258181613236476)  2024-10-29T13:41Z [----] followers, 36.4K engagements


"Hey $SOFI analysts. I know you're not going to raise your rating. But maybe update your estimates & price tgts Also just throwing this suggestion out there: Consider updating estimates before the earnings call vs after. My impression is that folks prefer that"  
[X Link](https://x.com/marketswithmay/status/1851661120039157926)  2024-10-30T16:23Z [----] followers, [----] engagements


"On $SOFI The latest bearish short-sellers are claiming $SOFIs Price-to-Book ratio is ridiculous using $JPM as a comp. I know I know maybe theyre hoping I wouldnt think this through. But keep in mind I primarily cover S&P [---] components so a $JPM vs. $SOFI comparison wont be getting past this particular goalie. Lets break it down: Let's break that down: 1) $JPM Book Value 2) $JPM Consumer & Community Banking 3) $SOFI 4) $SOFI's banking biz 5) Bears. can we make peace $JPM BOOK VALUE $JPMs is in a much more mature phase which means you need to factor in dividends and stock buybacks when"  
[X Link](https://x.com/marketswithmay/status/1852100670846849114)  2024-10-31T21:29Z [----] followers, 24.9K engagements


"$SOFI. it's rough to be a street analyst. Right now only [--] has a price tgt above current price. I don't think any of them incorporated this type of partnership announcement. I certainly wasn't banking on it. (pun intended) https://finance.yahoo.com/news/bny-manage-u-department-treasurys-161000928.html https://finance.yahoo.com/news/bny-manage-u-department-treasurys-161000928.html"  
[X Link](https://x.com/anyuser/status/1859702457951305942)  2024-11-21T20:56Z [----] followers, [----] engagements


"The context you're missing is that the shareholders of $SOFI are leery of "experts" who have provided completely false arguments. Also $SOFI is slightly different from other stocks where only retail folks. The shareholders of $SOFI on X are not simply retail but in a few cases a grouping of retired ex-finance people who happen to help out retail where our positions intersect. I have no doubt the person in question has a substantial background in banking given his background. In this case he clearly spoke based on a tear sheet from something like YahooFinance vs really understanding what"  
[X Link](https://x.com/marketswithmay/status/1861847258498769213)  2024-11-27T18:59Z [----] followers, 11.3K engagements


"Morgan Stanley raising price tgt on $SOFI. Admits to underestimating their "capital-lite" strategy. This is adorbs. If you think $SOFI is capital-lite might I suggest you review what a fractional reserve system is and the role of banks within it It's not capital-lite. It's capital turnover. There is nothing "lite" or different about what they are doing other than just having a better banking strategy and positioning for the last [--] years. In the spirit of Christmas though I am happy to help you better understand what banks do. My gift to the Morgan Stanley Equity Research Team is an olive"  
[X Link](https://x.com/marketswithmay/status/1869780535934844932)  2024-12-19T16:23Z [----] followers, 24.6K engagements


"$SOFI. Keefe Bruyette is moving from Market Perform to Market Underperform and raised their target from $7 to $8.(Correction). Gentle reminder for those that mocked the idea that Noto might want cash reserves to support the stock on bear attacks there you go. Still let's break down this short attack by the analysts on $SOFI who seem to never tire of being wrong. This downgrade is on "long term" valuation. Namely he doesn't believe they can achieve a 20%-30% ROE until at least [----]. His reason most banks can't get that. Noto has guided to between 55-80c for [----]. Keefe Bruyette is saying they"  
[X Link](https://x.com/anyuser/status/1874856278469566482)  2025-01-02T16:32Z [----] followers, 12.3K engagements


"$SOFI. Here is what KBW is doing for their estimates. Mostly they don't believe the estimates that Noto's giving. It's so weird with these analysts. They have been wrong every single time. Weirdly at no point does his note have any call on "why" Noto made those assumptions. So he's not even saying I don't like Noto's assumptions on macro. Why is that relevant Because while $SOFI can be thought of as a fintech the fact is it is actually also mature enough to be a bank. It can act like a bank. And it can make assumptions surrounding how well they would do in different macro environments just"  
[X Link](https://x.com/marketswithmay/status/1874870636000186800)  2025-01-02T17:29Z [----] followers, 11.1K engagements


"$SOFI bears I dont understand your arguments but I do appreciate you giving folks another shot at picking up shares under $15. Im totally fine if $SOFI moves into MidCap instead of Large Cap. But if your absurdity forces it into MidCap plz realize this. The only thing youre doing is setting up six months of bull overhang while everyone speculates whether it gets bumped into Large Cap in September or March [--]. And as Ive repeatedly pointed out institutional investors still havent bought what they need for $SOFI to become part of the investible index series in March. None of that changes the"  
[X Link](https://x.com/marketswithmay/status/1887519623253307632)  2025-02-06T15:12Z [----] followers, 42.2K engagements


"$SOFI. IDK. I might be wrong but it looks like they are really well funded to take share and fund the increase in demand from rates. Also to my fav bear analysts you might need to raise your estimate again for the [--] quarter in a row. https://investors.sofi.com/news/news-details/2025/SoFi-Expands-Loan-Platform-Business-with-5-Billion-Agreement-with-Blue-Owl-Capital-Funds/default.aspx https://investors.sofi.com/news/news-details/2025/SoFi-Expands-Loan-Platform-Business-with-5-Billion-Agreement-with-Blue-Owl-Capital-Funds/default.aspx"  
[X Link](https://x.com/marketswithmay/status/1900179299858026762)  2025-03-13T13:37Z [----] followers, [----] engagements


"@BarackObama May I ask if its a private institution why does it need public funding that comes with stipulations. Couldnt they just stick with private funding"  
[X Link](https://x.com/marketswithmay/status/1912062026278637686)  2025-04-15T08:34Z [----] followers, 33K engagements


"$SOFI look no shade to the $HOOD crowdand maybe this is just me being a snobbut heres the reality. $HOOD caters to lower credit quality clients. Theyre a broker-dealer focused on maximizing flow not necessarily the caliber of their clientele. $SOFI on the other hand is a high-end bank. Were talking 750+ credit scores and even in a rough market they might dip to [---]. Thats their baseline. Crypto or not comparing the two as competitors is like comparing a stunning woman with an amazing personality to someone whos just. average in both looks and vibe. Sure some guys might go for the average one"  
[X Link](https://x.com/marketswithmay/status/1916744122775318972)  2025-04-28T06:39Z [----] followers, 57.1K engagements


"@TimRunsHisMouth Meanwhile a Maryland man was living peacefully with [--] domestic violence charges against him. What's going on in that state"  
[X Link](https://x.com/marketswithmay/status/1916828043818995758)  2025-04-28T12:13Z [----] followers, [----] engagements


"$HOOD day traders trolling me b/c I'm saying $SOFI is not comparable. How about this: DM me when $HOOD buys a lending division & starts making personal auto or student loans. That is when they will be comparable. Alternatively open the 10k for once & learn what these companies do"  
[X Link](https://x.com/marketswithmay/status/1916881408083009925)  2025-04-28T15:45Z [----] followers, 15.6K engagements


"$SOFI. If it's confusing it was a really good Quarter. Rev + 33% Net Inc + 200% EBITDA +46% ROE 5.8% Book Value $6.05 They are raising Guidance. Everyone's focused on the 10.9M subs and tech but that's not my thesis. I'm watching the traditional metricsspecifically their target of 20% ROTCE which is 3x more from (4x total) current levels and key to the upside I see. NonInt Revenue It's [--] thing for NIM to come in so strong but non-interest income as also off the charts. This is what they are marking as Loan Platform fees but look how big it was. Funding Cost Mix (NIM) This will likely be"  
[X Link](https://x.com/marketswithmay/status/1917220959968284941)  2025-04-29T14:14Z [----] followers, [----] engagements


"$SOFI. Gentle reminders to any sellers. If the FED: Holds steady $SOFI wins. Competitors will struggle to extend their balance sheets given [--] years of high rates (think HTM). Lowers rates $SOFI wins. A refinancing boom would play directly into their strengths. Raises rates $SOFI still wins. Their lending is shorter-duration and allows them to stay agile in shifting rate environments. Conclusion: Even if $SOFI the stock is volatile there is no world where $SOFI the company lacks the advantage right now. Hope laying that out helps you. https://twitter.com/i/web/status/1917646187860984218"  
[X Link](https://x.com/marketswithmay/status/1917646187860984218)  2025-04-30T18:24Z [----] followers, 43.8K engagements


"@DerrickEvans4WV For what it's worth I'd just have someone with the appropriate skills pull up the old Instagram & TicTok accounts that were removed by Facebook. If you scroll through comments you'll see these groups specifically supported Hamas. That's why I stopped supporting the students"  
[X Link](https://x.com/marketswithmay/status/1917692202584584264)  2025-04-30T21:27Z [----] followers, [----] engagements


"@BBCWorld She's right. It belongs to the people. And the people did not vote for her"  
[X Link](https://x.com/marketswithmay/status/1917874668914303348)  2025-05-01T09:32Z [----] followers, [----] engagements


"$SOFI. Regarding the silly argument that $SOFI is undercapitalized and at risk in some way. I want to be nice so not tagging the OP who is a "not employed" former analyst and likely posting to help with his resume. TLDR: Why the argument that credit quality declines and a lack of funding is an issue at $SOFI. Explaining the Argument: This is a rehash of the FV vs CECL silliness of last year cropping up. The poster makes a more explicit argument about the idea that $SOFI will - as with all cycles - experience a shortfall in funding due to credit quality issues or losses. Lets be clear: theres"  
[X Link](https://x.com/marketswithmay/status/1925913952988320182)  2025-05-23T13:57Z [----] followers, 10.3K engagements


"$SOFI Ill go even further than @DataDInvesting. This street synopsis shows zero understanding of three key things any bank analyst should know: The weaknesses in regional bank balance sheets and $SOFIs strategic position to capitalize on them. The yield curve shifts I posted about yesterday and their specific implications for $SOFIs profitability. How the still-nascent mortgage business can impact bank returns if the yield curve continues steepeningmortgage loans are much larger than personal loans and often bigger than remaining student loan balances. TBH I dont get how sell-side banking"  
[X Link](https://x.com/marketswithmay/status/1929563018712568318)  2025-06-02T15:37Z [----] followers, 19.2K engagements


"$SOFI. I already know the finbros are gonna go goo-goo-ga-ga over how Fintech this is. And TBH whatev's that's forest for trees IMO. What actually matters here is that the specific tech being described would be even more profitable applied to Biz (aka Commercial) not retail banking which unlike most banks is the core of $SOFIs customer base. If youve been following me you know Ive been wanting more Commercial exposure at $SOFI for years. It accelerates existing plans better speed better multiplier effect across the overall biz mix. For example the DPO biz aspirations make 1000x sense if you"  
[X Link](https://x.com/marketswithmay/status/1937888007370998098)  2025-06-25T14:57Z [----] followers, 13.6K engagements


"$SOFI. + 10% in premarket. Maybe it's a little too early to ask if the bears feel there is still a problem on FV vs CECL accounting Rev + 43% Net Inc + 459% Book Value + 20% First on Book Value For those that look at this as a bank the point of lookign at BV is to understand what assets you have over and above all the leverage to make money with. This grew 20% but then we want to look at everything else to see how much the machine is amplifying it's ability to turn that capital properly and in a risk free way. Revenue Mix Lookie here at the non-interest income. If cash is inventory for a bank"  
[X Link](https://x.com/anyuser/status/1950171339005845650)  2025-07-29T12:27Z [----] followers, [----] engagements


"$SOFI offering priced at $20.85 a share for $1.5B. The shoe would allow them to raise closer to $1.725B. A lot of people seem confused but your girl is not. This was the right call. Look lads and lasses its a bank. You do not post 43% revenue growth and 453% Net Income growth with an increase in TBV of only 20% without thinking to yourself: Self d*mn Im a little bit capital constrained if I believe the 2H onwards is a massive opportunity to lend. Come on guys Ive been so busy personally I still havent had a chance to listen to more than half the call and even I know that. I love all the"  
[X Link](https://x.com/marketswithmay/status/1950521428647845941)  2025-07-30T11:38Z [----] followers, 31.7K engagements


"$SOFI. [--] more note b/c the comments I'm reading are all tears light analysis. Convert Raise vs. Equity offering Here's the deal. They did the convert Mar '24 which raised (with the full terms) around $800m BUT there was a coupon attached to that. Shareholders were diluted 9%. But look at what happened since in the way of growth (I'll be more precise in a second). If you were NOT mad then being mad now is crazy. They are pricing 7% of the company at over 2x the equity value of the former capital raise (aka $1.725b) In both cases you are lowering your cost of capital which immediately increases"  
[X Link](https://x.com/marketswithmay/status/1950753657575690574)  2025-07-31T03:01Z [----] followers, [----] engagements


"$SOFI. I woke up this morning and though. you know what. I think NOTO gets to his $35 price by the comp deadline. Modifying my options to give me leverage to that. Happy Thursday everyone"  
[X Link](https://x.com/marketswithmay/status/1958555208591798737)  2025-08-21T15:42Z [----] followers, 23.9K engagements


"@BarackObama @DemRedistrict Look.I have no skin in this b/c I'm an independant and it doesn't help me. But Team Blue literally bused immigrants to swing states last election. This is not a place where you have moral high ground"  
[X Link](https://x.com/marketswithmay/status/1961114414427378002)  2025-08-28T17:11Z [----] followers, 16.1K engagements


"Here's the list of the $AGIQ holdings. Here are the top [--] holdings of $AGIQ https://t.co/0l9YyNFVej Here are the top [--] holdings of $AGIQ https://t.co/0l9YyNFVej"  
[X Link](https://x.com/marketswithmay/status/1963232984217047516)  2025-09-03T13:29Z [----] followers, [----] engagements


"$SOFI. (Personal story) This weekend I convinced my friend to move his savings account from $C to $SOFI for savings. He has intergenerational trauma as relates to finances. He had a lot of questions related to FDIC and I also explained to him SIPC and the robo investing features as the bigger discussion was how to calculate what he would have/need for retirement. My Personal Conclusion: I know there's loads of content out there but maybe I should try to do more in this area to help folks out. Also you're welcome $SOFI management. Help me Help you"  
[X Link](https://x.com/anyuser/status/1970132062540550598)  2025-09-22T14:24Z [----] followers, 13.9K engagements


"@siyul Oh my my. You do know for both this and all the chems the macro situation no Aka whats happening to all of them at the ports across the globe due to the trade wars Is this a pure technical call"  
[X Link](https://x.com/marketswithmay/status/1977030459805909083)  2025-10-11T15:16Z [----] followers, [---] engagements


"@BasedStatistic @SFarringtonBKC @convexititties Im not sure what this means. 😂😂😂"  
[X Link](https://x.com/marketswithmay/status/1977884861848297906)  2025-10-13T23:51Z [----] followers, [--] engagements


"@SFarringtonBKC @BasedStatistic @convexititties Ill have to take a look"  
[X Link](https://x.com/marketswithmay/status/1977888378763743321)  2025-10-14T00:05Z [----] followers, [---] engagements


"$SOFI - [--] years of raising the price target to something far below where it's trading. I'm curious. Have you ever considered there might be something wrong with your analytical framework for $SOFI Asking for a friend. $SOFI 🚨BREAKING NEWS🚨 KBW Tim Switzer raises price target from $18 to $20 https://t.co/W9adctclt9 $SOFI 🚨BREAKING NEWS🚨 KBW Tim Switzer raises price target from $18 to $20 https://t.co/W9adctclt9"  
[X Link](https://x.com/anyuser/status/1983528056053796934)  2025-10-29T13:35Z [----] followers, 15.6K engagements


"Given that there have been several weeks to several months of advance notice @FINRA please note that the shareholders of $APE $AMC will be filing complaints if brokers at large are unable to process the transaction correctly. Specifically we will be citing the mission statement on your organization's website which sites your mandate by Congress as follows: "FINRA is authorized by Congress to protect Americas investors by making sure the broker-dealer industry operates fairly and honestly. We oversee more than [------] brokers across the countryand analyze billions of daily market events." There"  
[X Link](https://x.com/marketswithmay/status/1649424500776218632)  2023-04-21T14:47Z [----] followers, 29.1K engagements


"@FrankB4291 @nypost I know this is about climate change global warming and sea levels but can we get a hollah for that engraver Solid work if you ask me"  
[X Link](https://x.com/marketswithmay/status/1659291404630126618)  2023-05-18T20:14Z [----] followers, [----] engagements


"@SpatialPhysics @TRHLofficial Omg. Did you draw this just to illustrate Your illustration game is so on point Notice though he had good abs 😂😂"  
[X Link](https://x.com/marketswithmay/status/1660864456660754432)  2023-05-23T04:25Z [----] followers, 56.1K engagements


"Just starting to go through the $AMC discovery documents. I'll do it as a thread 🧵"  
[X Link](https://x.com/marketswithmay/status/1664039221479211010)  2023-05-31T22:40Z [----] followers, 48K engagements


"14/x pg. [--] #75-77 describes clearly what the issue is with the manner in which clearing and execution functions need to be separated. This is more clearly described than in the $COIN lawsuit. Here is the text:"  
[X Link](https://x.com/marketswithmay/status/1666875025297637390)  2023-06-08T18:29Z [----] followers, 20K engagements


"Must say I'm shocked that my favorite $AMC folks found Allegheny's tiny holding size but missed the legal fee. $20m legal fee for [--] mo of work. $AMC trying to get it lower. Clear yet who the trolls work for Link (starts Pg [--] of pdf): https://s25.q4cdn.com/472643608/files/doc_downloads/shareholder-meeting/2023/06/Letter-from-VC-Zurn-re-Pre-Hearing-Questions.pdf https://s25.q4cdn.com/472643608/files/doc_downloads/shareholder-meeting/2023/06/Letter-from-VC-Zurn-re-Pre-Hearing-Questions.pdf"  
[X Link](https://x.com/marketswithmay/status/1672343576452186115)  2023-06-23T20:39Z [----] followers, 56.2K engagements


"Going through the "Opinion Regarding Proposed Settlement" from the Delaware Court Now. I'll do a real-time reaction on this post. This may come as a bit surprising to some. 🧵"  
[X Link](https://x.com/marketswithmay/status/1682494919687000064)  2023-07-21T20:57Z [----] followers, 28.9K engagements


"Ok. Let's go through the $AMC memorandum opinion on the revised settlement. Tonight I'll be having a nice affordable [----] Bordeaux (nothing special) to celebrate. Thx @merica1st17 & @PeteG_5 for keeping everyone posted. See link to document in their post. 🧵"  
[X Link](https://x.com/marketswithmay/status/1690101910110445569)  2023-08-11T20:44Z [----] followers, 21.7K engagements


"Is it just me or does this give you an idea of what $AMC could one day be. (I may be spending too much time on this stock). This is inside the Sphere in Las Vegas. This may be the most insane concert venue ever built https://t.co/We3pcO3lEX This is inside the Sphere in Las Vegas. This may be the most insane concert venue ever built https://t.co/We3pcO3lEX"  
[X Link](https://x.com/marketswithmay/status/1708149157775478787)  2023-09-30T15:57Z [----] followers, 17K engagements


"For all the $AMC who can't see bond quotes see below. If it really is institutions that are the "only" buyers of bonds this tells you at least [--] doesn't think $AMC is going bankrupt. Bond details -🧵"  
[X Link](https://x.com/marketswithmay/status/1712158442599694564)  2023-10-11T17:29Z [----] followers, 18.8K engagements


"This is my response to some of the haters and trolls. Just so it's clear. I'm not hiding. All my views are posted and why. It's controversial which is a huge part why I very much encourage everyone to do their own DD and always provide citations. @youngwinthorp Oh. Are you still thinking they should have just forced the company into bankruptcy by disallowing capital raise and keeping the shares separate Yeah. I don't agree. I know some people want this company to go bankrupt rather than just take this very awkward period for the @youngwinthorp Oh. Are you still thinking they should have just"  
[X Link](https://x.com/marketswithmay/status/1743200014141206787)  2024-01-05T09:17Z [----] followers, 38.5K engagements


"Can we do better @X I purposely follow a very small number of people so I can actually get a feed that I care about. Why did I not get this tweet Now at $261.6 million globally AMC's first ever released film TAYLOR SWIFT THE ERAS TOUR just became the highest grossing concert film & highest grossing documentary film of all time. AMC sends our congratulations and eternal gratitude to Taylor Swift for being so remarkable. https://t.co/LvVEUT7Faf Now at $261.6 million globally AMC's first ever released film TAYLOR SWIFT THE ERAS TOUR just became the highest grossing concert film & highest"  
[X Link](https://x.com/marketswithmay/status/1744836469766725676)  2024-01-09T21:40Z [----] followers, [----] engagements


"I 🩷 the folks doing deep dives $AMC debt. The details on specific terms (aka. covenants) are vital to understanding why $AMC makes certain financial choices. AA has [--] sets of investors to please for $AMC to be successful & despite what the shills say they are not at odds. The more eyes reviewing those terms the better"  
[X Link](https://x.com/marketswithmay/status/1746199905822007568)  2024-01-13T15:57Z [----] followers, [----] engagements


"I find this very strange. Why would anyone purposely spread misinformation and then suggest they are working in the best interest of the truth In other words he knew the article was old on bonds that no longer exist but posted it nonetheless without any clarification. It is old but box office is running just as bad no worse and Apes will run out of money someday It is old but box office is running just as bad no worse and Apes will run out of money someday"  
[X Link](https://x.com/marketswithmay/status/1753095444391969093)  2024-02-01T16:38Z [----] followers, 18K engagements


"It's really hard not to be paranoid when you get articles like this that have ZERO information in it but lots of platform to suggest selling $AMC. It literally says [--] stocks but uses only $AMC's image. Can you be more obvious @InvestorPlace that you're being paid for this https://finance.yahoo.com/news/3-stocks-sell-become-obsolete-181906888.html https://finance.yahoo.com/news/3-stocks-sell-become-obsolete-181906888.html"  
[X Link](https://x.com/marketswithmay/status/1753127289108197587)  2024-02-01T18:44Z [----] followers, 10.9K engagements


"From time to time people "dox" or send me very awkward not-so-nice messages. I'm not really hiding but I find flexing one's background to be obnoxious. Even the most accomplished person can be wrong and the facts should just stand or not stand by themselves. Also I want to remind everyone that the fact I do not do what I used to in my background makes me a retail investor albeit with Institutional training. If it's that big a deal here's my background in a longer format which hopefully once and for all will sort this out. I worked at $GS & $MS. At $MS I worked in the Barra division (the algo"  
[X Link](https://x.com/marketswithmay/status/1761813906094162235)  2024-02-25T18:02Z [----] followers, 98.7K engagements


"Daily Reflection: I've spent decades learning to give zero F***s. Truly I've worked on it. Still I think my count might be low single digits"  
[X Link](https://x.com/marketswithmay/status/1763948956726292687)  2024-03-02T15:26Z [----] followers, 11.6K engagements


"Probably has been some time in the making but it still made me smile that this is FINALLY happening. T+1 Settlement at last. Welcome US markets to the modern world"  
[X Link](https://x.com/marketswithmay/status/1767668083064447299)  2024-03-12T21:44Z [----] followers, [----] engagements


"@realBrookNash I appreciate all your hard work on this. I can tell it took a lot of effort. Let me review this and see how it compares to some alternatives I am considering"  
[X Link](https://x.com/marketswithmay/status/1792651691931619596)  2024-05-20T20:20Z [----] followers, [----] engagements


"Bears on $AMC. it can always go either way but this is not looking good for your thesis. just saying. AMC crushed it at the box office this weekend. Our busiest of the year in [----] so far with [---] million guests at our U.S. theatres. Friday was the single busiest day of [--]. That record lasted only one day Saturday beat it. Only fools believe that movie theatres are dead. https://t.co/bmq8tfCDm1 AMC crushed it at the box office this weekend. Our busiest of the year in [----] so far with [---] million guests at our U.S. theatres. Friday was the single busiest day of [--]. That record lasted only one"  
[X Link](https://x.com/marketswithmay/status/1802718456111939876)  2024-06-17T15:02Z [----] followers, [----] engagements


"$AMC & HY debt folks. To get a sense for how little bankruptcy risk remains in $AMC I'm going to post for the next [--] days what eTrade gives me on trade history. Note how big the volume is. This is institutional buying telling you that there is very little bankruptcy risk remaining and that it makes sense to take the risk on a 10% yield. These are the [----] Subordinated Bonds. I bought them at [--] which would have been around 28% ytm. While these are still rated CCC- they are already trading above the single B-rated spread (12%) on their way to being priced in the market at BB (7%). You can"  
[X Link](https://x.com/marketswithmay/status/1815721790859096338)  2024-07-23T12:13Z [----] followers, 24.5K engagements


"First Milton is actually terrifying. People band together in Florida and my area is the evac area. Some roll up to the high schools there Katrina style. That said I was shocked that overall rain levels have water so high even my area is soaked. Its unclear precisely how this will play out"  
[X Link](https://x.com/marketswithmay/status/1843447869539279011)  2024-10-08T00:26Z [----] followers, 163K engagements


"@townhallcom Tell me you want non-Americans to vote without telling me you want non-Americans to vote"  
[X Link](https://x.com/marketswithmay/status/1917678756703133711)  2025-04-30T20:33Z [----] followers, [----] engagements


"@AugustCohen4 @RoKhanna Can you clarify your post: Aree you suggesting we address outcome disparities by limiting access to advanced classes for those who excel In other words are you arguing that the path to equality is to make it harder for high-achieving students to continue excelling"  
[X Link](https://x.com/marketswithmay/status/1921979125998174426)  2025-05-12T17:21Z [----] followers, [----] engagements


"Earnings season. Already setting in strong. I appreciate my followers. Plz comment what you'd like me to cover. S&P [---] names only as you know that's my jam. I listen/review 80% but only post on 150-200. This is how I decide. Obvi I will cover $SOFI"  
[X Link](https://x.com/marketswithmay/status/1980710649509405093)  2025-10-21T18:59Z [----] followers, [----] engagements

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