# ![@moazzam0_reddit Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1387197327799201792.png) @moazzam0_reddit moazzam0

moazzam0 posts on X about $cnc, $gme, gme, tariffs the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1387197327799201792/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1387197327799201792/c:line/m:interactions.svg)

- [--] Week [-----] -32%
- [--] Month [-----] +5.20%
- [--] Months [-------] +155%
- [--] Year [-------] +155%

### Mentions: [--] [#](/creator/twitter::1387197327799201792/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1387197327799201792/c:line/m:posts_active.svg)

- [--] Month [--] -21%
- [--] Months [---] +58%
- [--] Year [---] +41%

### Followers: [------] [#](/creator/twitter::1387197327799201792/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1387197327799201792/c:line/m:followers.svg)

- [--] Week [---] +0.50%
- [--] Month [---] -0.25%
- [--] Months [---] +2.20%
- [--] Year [---] +8.50%

### CreatorRank: [---------] [#](/creator/twitter::1387197327799201792/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1387197327799201792/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities)  [social networks](/list/social-networks)  [currencies](/list/currencies)  [exchanges](/list/exchanges) 

**Social topic influence**
[$cnc](/topic/$cnc) #27, [$gme](/topic/$gme), [gme](/topic/gme), [tariffs](/topic/tariffs), [$moh](/topic/$moh) #45, [insurance](/topic/insurance), [$anf](/topic/$anf), [$goos](/topic/$goos), [stocks](/topic/stocks) #4913, [$oxy](/topic/$oxy)

**Top accounts mentioned or mentioned by**
[@billackman](/creator/undefined) [@tolstoybb](/creator/undefined) [@taobanker](/creator/undefined) [@theroaringpig](/creator/undefined) [@tidefallcapital](/creator/undefined) [@martinshkreli](/creator/undefined) [@jerrycap](/creator/undefined) [@rodalzmann](/creator/undefined) [@buccocapital](/creator/undefined) [@quantian1](/creator/undefined) [@ryancohen](/creator/undefined) [@pluginfud](/creator/undefined) [@valueterminal](/creator/undefined) [@thestalwart](/creator/undefined) [@wealthyreadings](/creator/undefined) [@thevaluecaptain](/creator/undefined) [@jimmystocks2](/creator/undefined) [@fllwthelight](/creator/undefined) [@lilisw2021](/creator/undefined) [@ordinaryepsilon](/creator/undefined)

**Top assets mentioned**
[Centene Corp (CNC)](/topic/$cnc) [GameStop, Corp. (GME)](/topic/$gme) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Oxygen (OXY)](/topic/$oxy) [MAPS (MAPS)](/topic/$maps) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Hewlett Packard Enterprise Co (HPE)](/topic/$hpe) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [IBM (IBM)](/topic/ibm) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [UnitedHealth Group (UNH)](/topic/$unh) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK)](/topic/$lsxmk) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [American Eagle Outfitters (AEO)](/topic/$aeo) [Spotify Technology (SPOT)](/topic/$spot) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Uber Technologies, Inc. (UBER)](/topic/uber) [IonQ, Inc. (IONQ)](/topic/$ionq) [Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI)](/topic/$olli) [Crocs, Inc. (CROX)](/topic/$crox) [Chewy, Inc. (CHWY)](/topic/$chwy) [New York Community Bancorp, Inc. (NYCB)](/topic/$nycb) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Micron Technology, Inc. (MU)](/topic/$mu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [PENG (PENG)](/topic/$peng) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Fortinet Inc (FTNT)](/topic/$ftnt) [Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA)](/topic/$lsxma) [Snowflake Inc. (SNOW)](/topic/$snow) [Decentral Games (DG)](/topic/$dg) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Advanced Micro Devices (AMD)](/topic/$amd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Tried to be more rational today vs being emotional yesterday. Added back all the $PSH shares I had sold. Added small $PSTHW position. Bought some leaps too but then realized that was stupid. Added $URBN shares. $BRK.B spreads finally turned green today. Rates started to move up"  
[X Link](https://x.com/moazzam0_reddit/status/1430657587138211844)  2021-08-25T22:25Z [---] followers, [--] engagements


"@raccoonbar1 Kidding is the wrong word. This tweet was inspired by the endless purgatory state of holding an extremely levered and expensive $PSTH position. It caused me huge unrealized loses and now prevents my account from keeping up with the market. Hence 😭"  
[X Link](https://x.com/moazzam0_reddit/status/1463662939118915593)  2021-11-25T00:16Z [---] followers, [--] engagements


"@baidk23 There's a sample date in the filing that shows "* 2021". Then there's the explanation of how the SPAR would trade OTC in case the NYSE rule is not approved. Finally Ackman knows a lot of shareholders can benefit from tax loss harvesting if nothing happens by year end"  
[X Link](https://x.com/moazzam0_reddit/status/1464251447525138434)  2021-11-26T15:15Z [---] followers, [--] engagements


"Bought back 10% of $OXY position at $63 Sold weekly covered calls on $WISH Bought a few FD $42 puts on $ARKK that'll probably go to zero (tiny position)"  
[X Link](https://x.com/moazzam0_reddit/status/1626091397576114177)  2023-02-16T05:29Z [---] followers, [----] engagements


"@ADSason @conormyhrvold @ShlomoChopp Yeah I think it's negligible but it's certainly not zero. Banks fail all the time and more will fail during this crisis. An increase in deposit coverage limit means each failure is costlier. I think the overall effect will be negligible because the higher limit will reduce runs"  
[X Link](https://x.com/moazzam0_reddit/status/1635477825221271553)  2023-03-14T03:07Z [---] followers, [--] engagements


"Bought back $brk.b put Monday. Closed $mat calls yesterday before Fed decision. Bought $bhc puts today $8 strike November expiration"  
[X Link](https://x.com/moazzam0_reddit/status/1704964553111413027)  2023-09-21T21:03Z [---] followers, [---] engagements


"Sold all $bhc puts for a small gain. Bought and sold $crox itm 10/20 calls intraday for a small gain. All cash for now"  
[X Link](https://x.com/moazzam0_reddit/status/1709446307159421178)  2023-10-04T05:52Z [---] followers, [---] engagements


"Scalped small gains on $brk.b puts today. Then bought $chwy $20 calls 1/24 expiration before close"  
[X Link](https://x.com/moazzam0_reddit/status/1711476671109312540)  2023-10-09T20:20Z [---] followers, [---] engagements


"Luckily sold all $chwy calls yesterday morning for a 11% gain. But unluckily bought $birk stock for $40 this morning. Got tempted to flip it for a profit"  
[X Link](https://x.com/moazzam0_reddit/status/1712581630429180234)  2023-10-12T21:30Z [---] followers, [---] engagements


"Sold $chwy at [-----] for a small gain. Then did some intraday theta farming. All cash again"  
[X Link](https://x.com/moazzam0_reddit/status/1714136377946964441)  2023-10-17T04:28Z [---] followers, [---] engagements


"@Rebrand_As_Y This line is below my line"  
[X Link](https://x.com/moazzam0_reddit/status/1715683772731892073)  2023-10-21T10:57Z [---] followers, [--] engagements


"$TTD vs $PUBM Moat and dominant strategy (if one exists) are borne out financially"  
[X Link](https://x.com/moazzam0_reddit/status/1723220583603720237)  2023-11-11T06:06Z [---] followers, [---] engagements


"Bought $ftnt calls $60 strike 6/21/24 expiration"  
[X Link](https://x.com/moazzam0_reddit/status/1724904864961147115)  2023-11-15T21:39Z [---] followers, [---] engagements


"@InvestiAnalyst Not in-line on EV/FCF if you consider share-based compensation/dilution. $PANW TTM FCF $2923 TTM SBC $1080 FCF - SBC = $1843 (26% of revenue) vs $FTNT TTM FCF $2064 TTM SBC $240 FCF - SBC = $1824 (37% of revenue) Fortinet's MRQ YOY revenue grew 16% vs 20% at Palo Alto"  
[X Link](https://x.com/moazzam0_reddit/status/1725310003827945683)  2023-11-17T00:28Z [---] followers, [---] engagements


"Sold all $ftnt calls Bought $goos $11 calls 6/24 expiration Bought $lake $12.50 calls 7/24 expiration Still think $ftnt is cheap. I'll come back to it"  
[X Link](https://x.com/moazzam0_reddit/status/1726830180063191181)  2023-11-21T05:09Z [---] followers, [---] engagements


"$GOOS Canada Goose Chicago store is packed with a line outside despite a warm week (40-50 degrees fahrenheit). Registers were busy. In the same area The North Face (much larger store) and Moncler had some customers too but no line"  
[X Link](https://x.com/moazzam0_reddit/status/1733638949707354297)  2023-12-10T00:05Z [---] followers, [---] engagements


"Rolled $goos $11 6/24 calls to $12 7/24 calls for a credit. Then added more $12 7/24 calls with the credit amount"  
[X Link](https://x.com/moazzam0_reddit/status/1735140843206725658)  2023-12-14T03:33Z [---] followers, [---] engagements


"$goos next earnings will be interesting. Company guided for a revenue decline and analysts expect $461m this year vs $577m last. Yet Google trends are stronger worldwide vs last year even in China. Short interest is 38.51% of float and would take almost two weeks to cover"  
[X Link](https://x.com/moazzam0_reddit/status/1736775204003622999)  2023-12-18T15:47Z [---] followers, [---] engagements


"@catdad88 @PlugInFUD @DeepSailCapital $GOOS doesn't match LVMH. Not fashion-centric. Its products are made to a premium functional spec. It's an investment that lasts many years. Resale values hold up much better than fashion-centric competitors (Moncler). So it's more like Rolex less like Hublot. Premium vs luxury"  
[X Link](https://x.com/moazzam0_reddit/status/1737116271760773397)  2023-12-19T14:22Z [---] followers, [---] engagements


"@catdad88 @PlugInFUD @DeepSailCapital More like Grand Seiko less like Hublot*"  
[X Link](https://x.com/moazzam0_reddit/status/1737116756878270569)  2023-12-19T14:24Z [---] followers, [--] engagements


"Only in real estate can you lose $260000 plus interest with only $21000 down. Use the power of leverage to create stable passive losses for yourself. Brutal market in Joshua Tree: Purchased in [----] for $600k Sold in [----] for $340k https://t.co/gX8ku6oLV9 Brutal market in Joshua Tree: Purchased in [----] for $600k Sold in [----] for $340k https://t.co/gX8ku6oLV9"  
[X Link](https://x.com/moazzam0_reddit/status/1739466687567507479)  2023-12-26T02:02Z [---] followers, [---] engagements


"Apparently the short interest on $goos is completely different on Canadian vs US shares. Canadian shares only have 4% short interest and now the US shares are short 31%. Plus Google trends aren't as strong as they were in November. No line at the Chicago Canada Goose last weekend"  
[X Link](https://x.com/moazzam0_reddit/status/1740822783427596799)  2023-12-29T19:51Z [---] followers, [---] engagements


"Not as hyped about it now. Might sell on a rip. I don't know yet"  
[X Link](https://x.com/moazzam0_reddit/status/1740822784425730511)  2023-12-29T19:51Z [---] followers, [--] engagements


"This plus the rebound in China should help offset the el nino winter in the US for $goos and other winter apparel companies. Google trends for December got better as Google added more data to complete the month. Feeling good. SWEDEN SEES RECORD COLD AS TEMPERATURES PLUNGE BELOW [---] CELSIUS SWEDEN SEES RECORD COLD AS TEMPERATURES PLUNGE BELOW [---] CELSIUS"  
[X Link](https://x.com/moazzam0_reddit/status/1742556372749668633)  2024-01-03T14:39Z [---] followers, [---] engagements


"@PlugInFUD Idk about LVMH but given: [--]. The appointment of Beth Clymer (formerly at Bain Capital) [--]. Bain Capital owns a big chunk of shares and more voting power [--]. The company is almost three times the size but has a lower market cap than IPO day Bain Capital could take $goos private"  
[X Link](https://x.com/moazzam0_reddit/status/1742614095583457744)  2024-01-03T18:29Z [---] followers, [----] engagements


"@Kr00ney @zachperret @CNBC Awesome interview"  
[X Link](https://x.com/anyuser/status/1742802831105515928)  2024-01-04T06:59Z [--] followers, [--] engagements


"@HedgeyeRetail The parka market in general peaked in [----] and faced a sales decline due to COVID (work from home = less need for parkas). The underperformance at $GOOS won't last. The brand and its dtc stores are trending higher than last year worldwide. China shows higher brand trends too"  
[X Link](https://x.com/anyuser/status/1743010439540146265)  2024-01-04T20:44Z [--] followers, [--] engagements


"Moncler left Canada Goose in the dust the last ten years. They focused on fashion in an age of free money and vanity. But a new age is upon us. The age of substance. Canada Goose will triumph for the same reason it was left behind. $GOOS $MONC"  
[X Link](https://x.com/moazzam0_reddit/status/1744959180190969928)  2024-01-10T05:47Z [---] followers, [---] engagements


"$goos insider John Davison bought [-----] shares in November. I wondered why. John is a former Four Seasons executive. Four Seasons partners with Canada Goose for some of its ski package experiences. There's a regional comeback brewing in that space:"  
[X Link](https://x.com/moazzam0_reddit/status/1745839306743132285)  2024-01-12T16:05Z [---] followers, [---] engagements


"@justbenormalman Vivendi would've taken the same indemnity insured by an external insurer rated for that risk. That's the norm"  
[X Link](https://x.com/moazzam0_reddit/status/1746565530947920206)  2024-01-14T16:10Z [---] followers, [--] engagements


"@justbenormalman @BillAckman $psh didn't have the $4 billion cash by itself at the time to provide such certainty. Also the language in the deal gave them the option (not obligation) to step in. This wasn't smart of Vivendi if you just look at the contract but they prob knew Bill had to have $umg"  
[X Link](https://x.com/moazzam0_reddit/status/1746577993709801475)  2024-01-14T17:00Z [---] followers, [--] engagements


"Polar Vortex 2024: $goos gains on competitors"  
[X Link](https://x.com/moazzam0_reddit/status/1746609043953635687)  2024-01-14T19:03Z [---] followers, [--] engagements


"$GOOS "Losing Luster" lol. More like they need entry liquidity. Still trending well vs competitors worldwide. $GOOS downgraded to Sell at Williams Trading with brand losing luster $GOOS downgraded to Sell at Williams Trading with brand losing luster"  
[X Link](https://x.com/anyuser/status/1748074407619076369)  2024-01-18T20:06Z [--] followers, [---] engagements


"I made fun of $BABA a couple years ago but since then things have improved (meaning China is not in a position to further destroy investor confidence). The market doesn't seem to price the VIE shares at a discount either. Therefore it deserves a look. No position (yet)"  
[X Link](https://x.com/moazzam0_reddit/status/1751365303735345587)  2024-01-27T22:03Z [---] followers, [---] engagements


"@valueterminal @TurnerNovak Sounds terminal"  
[X Link](https://x.com/moazzam0_reddit/status/1752528480560894350)  2024-01-31T03:05Z [---] followers, [--] engagements


"$GOOS THE GOOSE IS LOOSE (Next quarter forecast revised up almost 50% And the fat net income means share repurchases continue.)"  
[X Link](https://x.com/moazzam0_reddit/status/1753051041292058899)  2024-02-01T13:41Z [---] followers, [--] engagements


"Almost 50% above Factset consensus*"  
[X Link](https://x.com/moazzam0_reddit/status/1753051351506985374)  2024-02-01T13:43Z [---] followers, [--] engagements


"Bought $hpe shares"  
[X Link](https://x.com/moazzam0_reddit/status/1753512648162074678)  2024-02-02T20:16Z [---] followers, [---] engagements


"Rationale: 🚨 This just in. CEO @RamiRahim shares insight into our new AI-Native Networking Platform on @CNBC. Ready to experience #AINative Networking for yourself Dont miss our live virtual event on March 6th AI-Native NOW: https://t.co/Y0boM89rWz 🚨 This just in. CEO @RamiRahim shares insight into our new AI-Native Networking Platform on @CNBC. Ready to experience #AINative Networking for yourself Dont miss our live virtual event on March 6th AI-Native NOW: https://t.co/Y0boM89rWz"  
[X Link](https://x.com/moazzam0_reddit/status/1753542666124447750)  2024-02-02T22:15Z [---] followers, [---] engagements


"It's funny to see people making fun of this rationale when all non-fundamental "experts" have equal basis in reality. Even fundamental analysis that claims to know what will happen with price at certain times is the same. No one really knows. The most unique market commentary and investment advice youll see anywhere anytime bar none. https://t.co/yHM1eWma8G The most unique market commentary and investment advice youll see anywhere anytime bar none. https://t.co/yHM1eWma8G"  
[X Link](https://x.com/moazzam0_reddit/status/1753944785226772838)  2024-02-04T00:53Z [---] followers, [---] engagements


"Great analysis of $HPE & $JNPR merger (starts at 18:11): https://youtu.be/4i05P_8gO9osi=YUml4ct5Ar5C3WWQ https://youtu.be/4i05P_8gO9osi=YUml4ct5Ar5C3WWQ"  
[X Link](https://x.com/moazzam0_reddit/status/1754577239255986256)  2024-02-05T18:46Z [---] followers, [---] engagements


"$HPE Interesting YouTube comment:"  
[X Link](https://x.com/moazzam0_reddit/status/1754626769888346294)  2024-02-05T22:03Z [---] followers, [---] engagements


"@Alex__Pitti @CCM_Brett @JerryCap And would YouTube also pay Spotify"  
[X Link](https://x.com/moazzam0_reddit/status/1755035754558865532)  2024-02-07T01:08Z [---] followers, [--] engagements


"$baba just checking how crowded this got by views"  
[X Link](https://x.com/moazzam0_reddit/status/1755135199032025563)  2024-02-07T07:43Z [---] followers, [---] engagements


"@SuperDelecto If the businesses are that similar maybe we see similar results when $hpe reports 2/29"  
[X Link](https://x.com/moazzam0_reddit/status/1755615593280221675)  2024-02-08T15:32Z [---] followers, [---] engagements


"Completely sold out of $hpe for a small loss. Didn't feel like doing a boring dividend stock play anymore"  
[X Link](https://x.com/moazzam0_reddit/status/1755999414059978806)  2024-02-09T16:57Z [---] followers, [---] engagements


"@RodAlzmann They are definitely going to be related once the market figures out the shortcomings of battery-only EVs. Hybrids with tiny turbo engines are the way for most cars. Hybrids with tiny high compression naturally aspirated motors for super efficiency (trade-off being low torque)"  
[X Link](https://x.com/moazzam0_reddit/status/1756563745923305791)  2024-02-11T06:20Z [---] followers, [--] engagements


"@RodAlzmann Rerated*"  
[X Link](https://x.com/moazzam0_reddit/status/1756563805335691621)  2024-02-11T06:20Z [---] followers, [---] engagements


"@RodAlzmann Oh crap. Just realized the torque can be compensated for by the electric motor so no need for turbos. Ok that kinda turns me off super long term"  
[X Link](https://x.com/moazzam0_reddit/status/1756564850858201395)  2024-02-11T06:24Z [---] followers, [---] engagements


"@anidesh7 Wow finally and for a lot less than I thought. They did try everything. Sold out of them back in September"  
[X Link](https://x.com/moazzam0_reddit/status/1757037358891893201)  2024-02-12T13:42Z [---] followers, [---] engagements


"@anidesh7 That's not built into the $6.50/share for shareholders"  
[X Link](https://x.com/moazzam0_reddit/status/1757041776412475706)  2024-02-12T13:59Z [---] followers, [--] engagements


"Bought $rut $2030 puts 3/14 exp"  
[X Link](https://x.com/moazzam0_reddit/status/1757145753410064539)  2024-02-12T20:52Z [---] followers, [---] engagements


"Bought $hpe shares again with leverage. Can't find a better play yet. Still looking"  
[X Link](https://x.com/moazzam0_reddit/status/1757494604079796360)  2024-02-13T19:59Z [---] followers, [---] engagements


"In Russia cancer vaccine help cancer not you. ❖ PUTIN SAYS RUSSIA IS CLOSE TO CREATING CANCER VACCINES ❖ PUTIN SAYS RUSSIA IS CLOSE TO CREATING CANCER VACCINES"  
[X Link](https://x.com/moazzam0_reddit/status/1757809840498278868)  2024-02-14T16:51Z [---] followers, [---] engagements


"@ATTICxRAT I can't figure out what they could sell the NOL asset for if anything. If gets to $6 I'll buy some"  
[X Link](https://x.com/moazzam0_reddit/status/1757854785217126529)  2024-02-14T19:50Z [---] followers, [--] engagements


"Sold $hpe shares for a gain"  
[X Link](https://x.com/moazzam0_reddit/status/1758141388690976920)  2024-02-15T14:49Z [---] followers, [---] engagements


"Bought $siri shares at $4.77"  
[X Link](https://x.com/moazzam0_reddit/status/1758511113623277648)  2024-02-16T15:18Z [---] followers, [---] engagements


"Given Spotify's push into podcasts and SiriusXM's large business in talk shows it makes a lot of sense for them to be one company. That would also give them bargaining power with music labels given that SiriusXM owns Pandora and has a stake in SoundCloud. $spot $siri"  
[X Link](https://x.com/moazzam0_reddit/status/1758574977706573911)  2024-02-16T19:32Z [---] followers, [---] engagements


"Switched from $siri to $lsxmk (same as $lsxma / $lsxmb $lsxm which are vehicles that hold $siri shares at a 23% discount). Used the savings to buy effective $siri shares via $lsxmk and $siri $4 and $5 calls in case it squeezes. The arbitrage margin minus the borrow fee is low"  
[X Link](https://x.com/moazzam0_reddit/status/1760448809518121135)  2024-02-21T23:37Z [---] followers, [---] engagements


"What if we get a Sun Valley [---] letter from Buffet tomorrow morning"  
[X Link](https://x.com/moazzam0_reddit/status/1761239620941938975)  2024-02-24T04:00Z [---] followers, [---] engagements


"Sold $lsxmk for a gain earlier and just bought $hpe shares for a quick earnings play"  
[X Link](https://x.com/moazzam0_reddit/status/1762927851781652656)  2024-02-28T19:48Z [---] followers, [---] engagements


"Luckily sold more than 2/3 of the $hpe position before the bell for a gain. The rest is at a loss smaller than the gain. Will probably sell the rest tomorrow"  
[X Link](https://x.com/moazzam0_reddit/status/1763419878759821493)  2024-03-01T04:23Z [---] followers, [---] engagements


"Bought back at a lower price the $lsxmk shares I had sold. $siri launched their new app in Dec lowered fees and got aggressive about subscriber growth. $spot needs to raise fees their strategy to use scale to pressure music labels on price failed. Market disagrees"  
[X Link](https://x.com/moazzam0_reddit/status/1764388017790189876)  2024-03-03T20:30Z [---] followers, [---] engagements


"Was pissed about selling $hpe after earnings and missing the run up. Earnings were bad but the details really mattered. Did some degen trades for gains today. Then bought $grnd shares. They seem to have a good market position so hopefully earnings tomorrow are good"  
[X Link](https://x.com/moazzam0_reddit/status/1765492253533892771)  2024-03-06T21:38Z [---] followers, [---] engagements


"Bought $nycb shares and sold $4 3/15 covered calls. The optionality of a future Trump presidency should keep this well above $3. Not sure how that would benefit the bank but the association is there for investors to speculate"  
[X Link](https://x.com/moazzam0_reddit/status/1765778749000171534)  2024-03-07T16:37Z [---] followers, [---] engagements


"@code_quant Lmao thank you. I'll think of something"  
[X Link](https://x.com/moazzam0_reddit/status/1765946438091964417)  2024-03-08T03:43Z [---] followers, [--] engagements


"Bought more $nycb. Bought $kre $49.50 calls 3/15 exp again at a lower price"  
[X Link](https://x.com/moazzam0_reddit/status/1766174012403585285)  2024-03-08T18:47Z [---] followers, [---] engagements


"Despite the incessant fear mongering on here about BTFP expiration and the insufficiency of the $nycb rescue both $kre and NYCB closed higher than before NYCB announced that it needed $1 billion. That's quite an improvement from a year ago"  
[X Link](https://x.com/moazzam0_reddit/status/1766281757379199349)  2024-03-09T01:56Z [---] followers, [---] engagements


"@buccocapital Inflation and unemployment make up their dual mandate and they're simultaneously doing well on both fronts. Next they need to delicately zero-out the balance sheet and remove the Fed Put. Then they can worry about animal spirits"  
[X Link](https://x.com/moazzam0_reddit/status/1766471251504083301)  2024-03-09T14:29Z [---] followers, [----] engagements


"Sold $nycb today for a small loss (small gain if I count what I made on the covered calls last week). Bought more $kre calls expiring Friday. So far this seems like a stupid decision"  
[X Link](https://x.com/moazzam0_reddit/status/1768059925148684485)  2024-03-13T23:41Z [---] followers, [---] engagements


"$goos Would love feedback on this. Updated version with no language: $goos https://t.co/WuBKLpXhdl $goos https://t.co/WuBKLpXhdl"  
[X Link](https://x.com/moazzam0_reddit/status/1769755269209162117)  2024-03-18T15:58Z [---] followers, [---] engagements


"@Stonewallfire Thanks a bunch I got a lot of pushback from people on Reddit looking at it as consumers of functional products. They obviously don't like the luxury fashion efforts. But from an investor perspective it makes sense"  
[X Link](https://x.com/moazzam0_reddit/status/1769760022223884357)  2024-03-18T16:17Z [---] followers, [--] engagements


"$LULU sales per square foot: $1600 $GOOS sales per square foot: $4000"  
[X Link](https://x.com/moazzam0_reddit/status/1769865171864801790)  2024-03-18T23:15Z [---] followers, [---] engagements


"@RodAlzmann The next financial Armageddon that requires it. But that doesn't mean interest rates can't go back to a midway point to a "normalized" state"  
[X Link](https://x.com/moazzam0_reddit/status/1770295097298661422)  2024-03-20T03:43Z [---] followers, [--] engagements


"@SeekingAlpha The company guided for lower operating margins and planned for DTC to cannibalize wholesale. Why extrapolate an intended and temporarily low op margin into the future when the author acknowledged it's a strong brand Here's my analysis of the business:"  
[X Link](https://x.com/moazzam0_reddit/status/1770637918010569088)  2024-03-21T02:25Z [---] followers, [--] engagements


"Canada Goose $GOOS $GOOS.TO did well last Q given $LULU and $NKE results. Industry shrunk but strong brands took share and still produced FCF. Canada Goose CFO addressed operating margin and inventory concerns a few days ago: I added more today"  
[X Link](https://x.com/moazzam0_reddit/status/1770993501142216713)  2024-03-22T01:58Z [---] followers, [---] engagements


"$GOOS $GOOS.TO Unfortunate timing for this layoff announcement amid bad sentiment around luxury brand stocks. Tourist traders trying to short scalp. This was in the works for almost a year. Retail employees were not laid off. Stores are busy. New raincoats are almost sold out"  
[X Link](https://x.com/moazzam0_reddit/status/1772642257994158237)  2024-03-26T15:10Z [---] followers, [---] engagements


"Sold everything and bought $snow calls. Here's why: Daily queries growth and 131% NRR at the low end of cycle show just how much they sandbagged guidance. @RamaswmySridhar Slootman in every way. Slootman was a has been MBA suit cashing in on his cachet like John Chen at $bb"  
[X Link](https://x.com/moazzam0_reddit/status/1773692186980217289)  2024-03-29T12:42Z [---] followers, [---] engagements


"$snow Daily queries growth of 63% and 131% Net Revenue Retention (NRR) at the low end of the (non AI) cycle show just how much they sandbagged guidance of 22%. Both lead to future revenue growth"  
[X Link](https://x.com/moazzam0_reddit/status/1774275496982774270)  2024-03-31T03:20Z [---] followers, [---] engagements


"For comparison they just achieved 36% annual revenue growth with daily queries growth of 73% and 158% NRR as the cycle was trending down. Now the cycle is about to trend up. I'd be surprised if revenue growth is lower than 27% this year"  
[X Link](https://x.com/moazzam0_reddit/status/1774275498815726073)  2024-03-31T03:20Z [---] followers, [--] engagements


"By now everyone knows the CEO bought $5m worth of shares as part of his compensation contract this week. However what's actually more interesting is Mark D. McLaughlin bought $501k worth of stock above $165 this month without being required to do so as part of any agreement"  
[X Link](https://x.com/moazzam0_reddit/status/1774275507183325512)  2024-03-31T03:20Z [---] followers, [--] engagements


"Mark is a director of Snowflake and Palo Alto Networks and Chairman of Qualcomm. Definitely the kind of guy who has his finger on the pulse of the tech scene. So if he's buying more this year than last year at the same price he is more confident in the company's future now"  
[X Link](https://x.com/moazzam0_reddit/status/1774275508873662755)  2024-03-31T03:20Z [---] followers, [--] engagements


"For all the programmers who argue that Snowflake is overpriced vs Redshift Synapse etc. and how it is far behind Databricks please read: This technical merit comparison on Snowflake vs Databricks Snowflake vs. Databricks comp is definitively more heated than before as the former enters ML/AI while the latter enters CDW SQL & Governance. Both are doing well but Databricks has $250m+ ARR from CDW while $SNOW's Snowpark is inching closer to $100m. However on a high https://twitter.com/convequity/status/1773722517330653337s=19 Snowflake vs. Databricks comp is definitively more heated than before"  
[X Link](https://x.com/moazzam0_reddit/status/1774275510551322884)  2024-03-31T03:20Z [---] followers, [---] engagements


"This comment about Snowflake vs Synapse https://www.reddit.com/r/dataengineering/comments/11ybe2d/comment/jd78ksl/utm_source=share&utm_medium=web2x&context=3 https://www.reddit.com/r/dataengineering/comments/11ybe2d/comment/jd78ksl/utm_source=share&utm_medium=web2x&context=3"  
[X Link](https://x.com/moazzam0_reddit/status/1774275512459771935)  2024-03-31T03:20Z [---] followers, [--] engagements


"This comment from a couple years ago about how pros misused Snowflake and ended up spending too much My guess is that Net Revenue Retention and Revenue growth rates slowed partially due to people optimizing their use of the product for its true intent. https://www.reddit.com/r/SQLServer/comments/ww2zbc/comment/ilk2aq7/utm_source=share&utm_medium=web2x&context=3 https://www.reddit.com/r/SQLServer/comments/ww2zbc/comment/ilk2aq7/utm_source=share&utm_medium=web2x&context=3"  
[X Link](https://x.com/moazzam0_reddit/status/1774275514049478836)  2024-03-31T03:20Z [---] followers, [--] engagements


"These factors mean Snowflake growth will start to reaccelerate this year. The non-AI tech cycle is about to reaccelerate naturally. Snowflake is about to become more product innovation oriented. That product innovation will turn its sails to catch the AI wind"  
[X Link](https://x.com/moazzam0_reddit/status/1774275517127983315)  2024-03-31T03:20Z [---] followers, [--] engagements


"They were misunderstood by customers. And experienced less rapid growth due to those customers figuring out how to use the service more effectively. The changes the company made to better compete with Databricks are effective whereas the Databricks' attempt to copy Snowflake are"  
[X Link](https://x.com/moazzam0_reddit/status/1774277456121180287)  2024-03-31T03:28Z [---] followers, [--] engagements


"@Bitfinexed That might be why the peg didn't break in 22"  
[X Link](https://x.com/moazzam0_reddit/status/1774694464327430626)  2024-04-01T07:05Z [---] followers, [---] engagements


"Update thread on AI at $snow from one of its engineers. Impressive stuff. 🚀 Snowflake's breakthrough: with extensive instruction tuning and tool-chaining we have a data copilot model that surpasses GPT4 in conversational SQL and straight up text-to-SQL capabilities. This has been many quarters of hard work by my team. https://t.co/Baag4mQDRu 🚀 Snowflake's breakthrough: with extensive instruction tuning and tool-chaining we have a data copilot model that surpasses GPT4 in conversational SQL and straight up text-to-SQL capabilities. This has been many quarters of hard work by my team."  
[X Link](https://x.com/moazzam0_reddit/status/1774869166102577215)  2024-04-01T18:39Z [---] followers, [---] engagements


"$snow jUsT eMbRaCe OpEn"  
[X Link](https://x.com/moazzam0_reddit/status/1775000635156344939)  2024-04-02T03:21Z [---] followers, [---] engagements


"$snow Snowflake AI head pointed out that Databricks cherry picked outdated metrics from [----] to measure their model's performance. Seems desperate. Must be feeling the heat from Snowflake. @alighodsi I'm sure DBRX is a good model. But posting content-free tweets that share outdated metrics (Rouge/BertScore is so [----] in the age of GPT-4; see https://t.co/yUPGzhcYPh) and calling it "enterprise metrics" is not a great look. @alighodsi I'm sure DBRX is a good model. But posting content-free tweets that share outdated metrics (Rouge/BertScore is so [----] in the age of GPT-4; see"  
[X Link](https://x.com/moazzam0_reddit/status/1775237839640248756)  2024-04-02T19:04Z [---] followers, [---] engagements


"Highest growth in over a year. Shows how much they sandbagged guidance. The most important chart for $SNOW Backlog growth has inflected The guide was conservative for the new CEO to beat https://t.co/brlTnxEtj2 The most important chart for $SNOW Backlog growth has inflected The guide was conservative for the new CEO to beat https://t.co/brlTnxEtj2"  
[X Link](https://x.com/moazzam0_reddit/status/1775659500290126043)  2024-04-03T22:59Z [---] followers, [---] engagements


"This was the RPO/backlog growth rate when $snow grew revenue over 40%. Surprised more people haven't noticed this despite it being public info"  
[X Link](https://x.com/moazzam0_reddit/status/1775678587988783269)  2024-04-04T00:15Z [---] followers, [---] engagements


"An optimization wave hit $snow's NRR in [--] and [--]. But those customers essentially didn't leave. And they have more data and activity on Snowflake now. Most revenue is optimized so the impact of that wave on NRR diminishes. NRR rises again and converts RPO to revenue faster"  
[X Link](https://x.com/moazzam0_reddit/status/1776062863154581723)  2024-04-05T01:42Z [---] followers, [---] engagements


"Proprietary data warehousing is more profitable and more valued by business customers than open source where $snow is like Apple (meets 95% use cases is faster and easier to use) and Databricks is like Android (semi-open and complex features)"  
[X Link](https://x.com/moazzam0_reddit/status/1777454450161901979)  2024-04-08T21:52Z [---] followers, [---] engagements


"$SNOW - The Apple of data"  
[X Link](https://x.com/moazzam0_reddit/status/1777520455663989088)  2024-04-09T02:14Z [---] followers, [---] engagements


"@fundam_inv Do have more info on the sales compensation plan Did they change it to be consumption-based recently"  
[X Link](https://x.com/moazzam0_reddit/status/1778934291193602177)  2024-04-12T23:52Z [---] followers, [--] engagements


"Today didn't seem like a rotation in prep for the next leg up. Yield curve started to steepen from being inverted and rate cuts became certain. Those are the best top signals. Liquidity saught places to hide from the bubble pop"  
[X Link](https://x.com/moazzam0_reddit/status/1811561915274957177)  2024-07-12T00:43Z [---] followers, [---] engagements


"$NVDA is up more than the entire market cap of $AMD because AMD beat by a penny per share. I made money on NVDA calls but damn that's wild"  
[X Link](https://x.com/moazzam0_reddit/status/1818705250959667245)  2024-07-31T17:48Z [---] followers, [---] engagements


"$celh IPO opened at $22/share in [----]. That's split adjusted. So if you bought on IPO open you'd only be up 100% [--] years later"  
[X Link](https://x.com/moazzam0_reddit/status/1819084449549844734)  2024-08-01T18:55Z [---] followers, [---] engagements


"$celh had no insider sell shares since 5/17/24 (near the peak) despite everyone's pessimism"  
[X Link](https://x.com/moazzam0_reddit/status/1819412515249324204)  2024-08-02T16:38Z [---] followers, [---] engagements


"@LukeBeakly Those would be reported so probably none since May"  
[X Link](https://x.com/moazzam0_reddit/status/1819419035294953820)  2024-08-02T17:04Z [---] followers, [--] engagements


"@MasaSonCap @Srasgon It's a growth stock now"  
[X Link](https://x.com/moazzam0_reddit/status/1819546223914713525)  2024-08-03T01:29Z [---] followers, [---] engagements


"$oxy just posted stellar earnings but only up 1% on a day that oil is up 3%. Not like it rallied into earnings either"  
[X Link](https://x.com/moazzam0_reddit/status/1821312129791627525)  2024-08-07T22:27Z [---] followers, [---] engagements


"The risk to $aapl is a short term one because the cash flow they from $goog would be replaced by $msft. $googl is in anti-trust trouble which could easily be a long term blow. No position"  
[X Link](https://x.com/moazzam0_reddit/status/1821313512771125536)  2024-08-07T22:32Z [---] followers, [---] engagements


"@hkuppy @PauloMacro So if they do nothing none of this happens"  
[X Link](https://x.com/moazzam0_reddit/status/1821347033115927027)  2024-08-08T00:45Z [---] followers, [----] engagements


"Berkshire Hathaway should finally take $dis private"  
[X Link](https://x.com/moazzam0_reddit/status/1821582515007840711)  2024-08-08T16:21Z [---] followers, [---] engagements


"Instead of taxing unrealized capital gains over a billion the government should tax margin loans over a billion. Don't want to pay tax on your wealth Then you can't access your wealth by using it as collateral"  
[X Link](https://x.com/moazzam0_reddit/status/1821749186775126057)  2024-08-09T03:23Z [---] followers, [---] engagements


"If you are short $app why do you think it deserves a lower multiple If you are long why do you think the market hasn't given it a higher multiple"  
[X Link](https://x.com/moazzam0_reddit/status/1822362939770261870)  2024-08-10T20:02Z [---] followers, [---] engagements


"$cdlx insiders may have subtly indicated Amex deal economics are good by their (small) share purchases"  
[X Link](https://x.com/moazzam0_reddit/status/1823825465897050200)  2024-08-14T20:54Z [---] followers, [---] engagements


"$cdlx's CEO Amit Gupta started today. Long-term it's not enough that card issuers need Cardlytics or that advertisers need the data and the additional channel. The ROMI must outperform other channels for more brands. And users need a UI like Dosh. Hope Amit brings it together"  
[X Link](https://x.com/moazzam0_reddit/status/1824648796980080674)  2024-08-17T03:25Z [---] followers, [---] engagements


"@fremason228 Didn't know about them but agree. Excellent example of value to brands/retailers and user experience trumping card issuer relationships when it comes to network effects. Card issuers still very important but focus is finally on the right factors with Amit's appointment"  
[X Link](https://x.com/moazzam0_reddit/status/1824771435170050238)  2024-08-17T11:33Z [---] followers, [--] engagements


"Bought $oxy for a swing trade"  
[X Link](https://x.com/moazzam0_reddit/status/1825924387989545449)  2024-08-20T15:54Z [---] followers, [---] engagements


"@LeviathanCapit1 https://x.com/QuiverQuant/status/1691834192303096256s=19 https://x.com/QuiverQuant/status/1691834192303096256s=19"  
[X Link](https://x.com/moazzam0_reddit/status/1826371235682681044)  2024-08-21T21:30Z [---] followers, [----] engagements


"@LeviathanCapit1 Also these tax credits can be sold to other companies so they become add to cash flow beyond just reducing $oxy's tax bill"  
[X Link](https://x.com/moazzam0_reddit/status/1826371632044417328)  2024-08-21T21:31Z [---] followers, [---] engagements


"@tolstoybb https://en.m.wikipedia.org/wiki/Sun_gun https://en.m.wikipedia.org/wiki/Sun_gun"  
[X Link](https://x.com/moazzam0_reddit/status/1827195381853094138)  2024-08-24T04:05Z [---] followers, [--] engagements


"@tolstoybb After the slaughter of Jamal Khashoggi by Muhammad Bin Salman the West needs to reevaluate the security and freedom it provides to its most powerful enemies. If they actively undermine our tenats we should treat them the way they would treat someone who undermines their tenets"  
[X Link](https://x.com/moazzam0_reddit/status/1827485697336602944)  2024-08-24T23:18Z [---] followers, [---] engagements


"@DiMartinoBooth Something needs to create over capacity a demand shock or both for investor sentiment against stocks. What specifically other than lower cost of capital do you think will cause that"  
[X Link](https://x.com/moazzam0_reddit/status/1827488780061708437)  2024-08-24T23:30Z [---] followers, [--] engagements


"@Javier_Llora @Grace_Stanke How far away is this tech Is anyone building one"  
[X Link](https://x.com/moazzam0_reddit/status/1827490646594088986)  2024-08-24T23:38Z [---] followers, [---] engagements


"@TheStalwart This would be so cool as an intentional format. Beautiful thought thank you"  
[X Link](https://x.com/moazzam0_reddit/status/1827879121533239311)  2024-08-26T01:21Z [---] followers, [---] engagements


"Figured $elf is a levered bet on $ulta so probably won't languish for long. I bought some calls"  
[X Link](https://x.com/moazzam0_reddit/status/1828492379583848832)  2024-08-27T17:58Z [---] followers, [---] engagements


"@Ross__Hendricks This is more like a five year budget. Last budget was $25m approved in [----]. It's proportionate to their progress since then"  
[X Link](https://x.com/moazzam0_reddit/status/1828553653990330790)  2024-08-27T22:02Z [---] followers, [--] engagements


"$nvda was too crowded"  
[X Link](https://x.com/moazzam0_reddit/status/1828894131046769100)  2024-08-28T20:35Z [---] followers, [---] engagements


"Bought $oxy calls"  
[X Link](https://x.com/moazzam0_reddit/status/1829153372743807484)  2024-08-29T13:45Z [---] followers, [---] engagements


"$dg needs a new CEO and some board members need to go. Borrowing money to buy back shares as a retailer (even if it wasn't at the top) is beyond insane"  
[X Link](https://x.com/moazzam0_reddit/status/1829213444157124916)  2024-08-29T17:44Z [---] followers, [----] engagements


"@SchmagoogalBZC One thing that looks interesting is that Dollar Tree is down in sympathy. Again not advice"  
[X Link](https://x.com/moazzam0_reddit/status/1829216617974125010)  2024-08-29T17:56Z [---] followers, [--] engagements


"I know price takers and leverage don't mix but it seems like $oxy got really lucky at Ecopetrol's expense on the crown rock merger: https://finance.yahoo.com/news/ecopetrol-loses-two-board-members-143626939.html https://finance.yahoo.com/news/ecopetrol-loses-two-board-members-143626939.html"  
[X Link](https://x.com/moazzam0_reddit/status/1829264216706187693)  2024-08-29T21:05Z [---] followers, [---] engagements


"@MohnishPabrai The funds selling $OXY as a commodity basket stock will regret not looking at it in detail. The cash efficiency and carbon capture upside make it extraordinary"  
[X Link](https://x.com/moazzam0_reddit/status/1829531384060469403)  2024-08-30T14:47Z [---] followers, [---] engagements


"A long-term shareholder centric company more antifragile than its competition. Even if the competitors are more aggressive their lack of discipline and shortsighted strategies lead them into deathtraps. That's when their antifragile counterpart wins"  
[X Link](https://x.com/moazzam0_reddit/status/1829704308297789855)  2024-08-31T02:14Z [---] followers, [---] engagements


"And by shareholder centric I mean something like Berkshire Hathaway operating companies. Not one that just returns all capital to shareholders via dividends and buybacks even if that results in higher debt ratios and the business being starved"  
[X Link](https://x.com/moazzam0_reddit/status/1829706854479327650)  2024-08-31T02:24Z [---] followers, [---] engagements


"Correction: $pep cost basis is around $28 not $33. Happy with my purchase nonetheless. $celh at $33 is now below $pep Pepsi's cost basis on the shares they bought as part of the distribution partnership between the two companies. $celh at $33 is now below $pep Pepsi's cost basis on the shares they bought as part of the distribution partnership between the two companies"  
[X Link](https://x.com/moazzam0_reddit/status/1831392712819716309)  2024-09-04T18:03Z [---] followers, [---] engagements


"@WealthyReadings @thevaluecaptain Revenue is up 10% quarter to date vs Q3 [----] including the impact of Pepsi. So it should be more than $410m"  
[X Link](https://x.com/moazzam0_reddit/status/1831429833676747127)  2024-09-04T20:31Z [---] followers, [---] engagements


"See a lot of confusion about the $celh revelation today. They said multiple times that sales are UP 10% quarter to date vs Q3 [----]. They only recognize sales to Pepsi $pep once they deliver product to them. So including the Pepsi setback Celsius Q3 sales should be over $410m"  
[X Link](https://x.com/moazzam0_reddit/status/1831431568243749023)  2024-09-04T20:38Z [---] followers, [---] engagements


"@WealthyReadings @thevaluecaptain If their revenue truly came in at $310m for Q3 [----] while they simultaneously grew marketshare 1% that would mean the industry shrunk 22% year over year. That's not what happened"  
[X Link](https://x.com/moazzam0_reddit/status/1831444311797592119)  2024-09-04T21:28Z [---] followers, [---] engagements


"@thevaluecaptain @WealthyReadings They refered to inventory reduction at Pepsi as depletion. And they used sales and revenue interchangeably but said multiple times that sales to consumers is not what they record as sales. So when they talk about quarter over quarter sales they are talking about overall sales"  
[X Link](https://x.com/moazzam0_reddit/status/1831446876543185005)  2024-09-04T21:38Z [---] followers, [--] engagements


"Interesting that $apld CEO mentioned $aapl as the hyperscaler that could be interested in their [---] MW facility. Apple is slow to get into things but they get in big and stick with one provider when they do. .@APLDdigital CEO Wes Cummins dives into hyperscalers and what they mean for business $APLD https://t.co/aYt4Vvu2AL .@APLDdigital CEO Wes Cummins dives into hyperscalers and what they mean for business $APLD https://t.co/aYt4Vvu2AL"  
[X Link](https://x.com/moazzam0_reddit/status/1832070282418307086)  2024-09-06T14:56Z [---] followers, [---] engagements


"Bought $smar shares"  
[X Link](https://x.com/moazzam0_reddit/status/1832102670863364311)  2024-09-06T17:04Z [---] followers, [---] engagements


"@Ross__Hendricks"  
[X Link](https://x.com/moazzam0_reddit/status/1832270364031762651)  2024-09-07T04:11Z [---] followers, [---] engagements


"$nvda's buy of $apld shares is genius. It has a current market cap of $941 million including this $160 million offering. Fully diluted at $7/share after all notes covert its market cap is $1.76 billion. However it receives $715 million in debt reduction from those converts"  
[X Link](https://x.com/moazzam0_reddit/status/1832397193514512472)  2024-09-07T12:35Z [---] followers, [---] engagements


"That means $apld has a fully diluted EV of $1.8 billion if the share price is $7 in a year. $nvda bought at $3.24 not $7. So it was just [--] times next year's revenue with 54% growth. Recurring revenue growth is even faster. And they won't need to dilute again at this pace"  
[X Link](https://x.com/moazzam0_reddit/status/1832397194709680239)  2024-09-07T12:35Z [---] followers, [---] engagements


"All these $apld results/estimates are pre $nvda as a shareholder. But the main upshot is this. Two hyperscalers revealed plans on 9/4/24 to build more AI data centers in North Dakota at a cost of $125 billion. Major FOMO. Why https://www.datacenterdynamics.com/en/news/two-companies-seek-to-develop-125bnai-data-centers-in-north-dakota/ https://www.datacenterdynamics.com/en/news/two-companies-seek-to-develop-125bnai-data-centers-in-north-dakota/"  
[X Link](https://x.com/moazzam0_reddit/status/1832397197687836881)  2024-09-07T12:35Z [---] followers, [---] engagements


"These first mover advantages will continue to strengthen. So for now everyone (hyperscalers included) has to use $apld for the cheapest AI compute. $nvda benefits from the increasing number of chips it sells to them and now from the shares it bought"  
[X Link](https://x.com/moazzam0_reddit/status/1832397204771803594)  2024-09-07T12:35Z [---] followers, [---] engagements


"@JimmyStocks2 @Fllw_the_light @lilisw2021 Read their 10k's. They built and sold a few. They have some under contract right now. The biggest one has an LOI from a hyperscaler (rumored to be $msft). Plus they sell AI compute and crypto mining as a service (recurring revenue)"  
[X Link](https://x.com/moazzam0_reddit/status/1832576382922322002)  2024-09-08T00:27Z [---] followers, [--] engagements


"@Fllw_the_light @JimmyStocks2 @Satoshifarmer88 @lilisw2021 Good points. The massive real estate company plus $nvda want to partner with $apld because $apld gobbled up and is about to gobble up a lot more of the cheap excess energy capacity in North Dakota. Same reason the hyperscalers are interested in becoming customers"  
[X Link](https://x.com/moazzam0_reddit/status/1832793918263418905)  2024-09-08T14:51Z [---] followers, [---] engagements


"@Fllw_the_light @JimmyStocks2 @Satoshifarmer88 @lilisw2021 Partnered* not want to partner lol"  
[X Link](https://x.com/moazzam0_reddit/status/1832795221165289943)  2024-09-08T14:56Z [---] followers, [--] engagements


"@TheStalwart Would a US sovereign wealth fund kill the stock market Current balance: negative $35 trillion"  
[X Link](https://x.com/moazzam0_reddit/status/1832801308681674981)  2024-09-08T15:20Z [---] followers, [---] engagements


"Sold $smar for a gain. Bought more $cdlx"  
[X Link](https://x.com/moazzam0_reddit/status/1833178023115235471)  2024-09-09T16:17Z [---] followers, [---] engagements


"$GOOGL $GOOG probably going to get cheaper until people shut up about how cheap it is"  
[X Link](https://x.com/moazzam0_reddit/status/1833276259909898328)  2024-09-09T22:48Z [---] followers, [---] engagements


"@JerryCap Lmao"  
[X Link](https://x.com/moazzam0_reddit/status/1833319110232392077)  2024-09-10T01:38Z [---] followers, [--] engagements


"@TheStalwart The Fed needs to show that the fiscal put is not effective. Otherwise it puts too great a power directly under political control"  
[X Link](https://x.com/moazzam0_reddit/status/1833487868049670194)  2024-09-10T12:49Z [---] followers, [--] engagements


"Bought more $bbw. Very few companies can pull off a double inflection to the upside. Based on my research of social media and query trends I think this one is about to do it. Customers seem to love the brand and its direction"  
[X Link](https://x.com/moazzam0_reddit/status/1833590744302686264)  2024-09-10T19:37Z [---] followers, [---] engagements


"Here's just one example of the interest I'm seeing on $bbw products leading into Q3. Market is sleeping on this #socialarb. The company is made for social media and they've figured out how to work it. EVERYONE SHUT THE FUCK UP BUILD A BEAR HAS A MOTHMAN NOW https://t.co/4HnK1u4OLL EVERYONE SHUT THE FUCK UP BUILD A BEAR HAS A MOTHMAN NOW https://t.co/4HnK1u4OLL"  
[X Link](https://x.com/moazzam0_reddit/status/1833627766551642277)  2024-09-10T22:05Z [---] followers, [---] engagements


"Bought $plce shares"  
[X Link](https://x.com/moazzam0_reddit/status/1833857068689752267)  2024-09-11T13:16Z [---] followers, [---] engagements


"$plce trading halt is ridiculous. If markets don't actually the reflect the inherent danger of crowded shorting are they transparent at all"  
[X Link](https://x.com/moazzam0_reddit/status/1833861531987022128)  2024-09-11T13:33Z [---] followers, [---] engagements


"As consumers feel stretched they seek pockets of excess savings they didn't use before like credit card points and they seek discounts on essentials. $cdlx's push into grocery discounts and the nature of their business generally are much better suited for this vs the last [--] yrs"  
[X Link](https://x.com/moazzam0_reddit/status/1833875818688254330)  2024-09-11T14:30Z [---] followers, [---] engagements


"Some day people will understand that $bbw is a transformation stock not a cyclical one. It's not over-earning. There won't be a decline in sales. The first transformation was retail. The second transformation is the LEGO strategy. PT $69"  
[X Link](https://x.com/moazzam0_reddit/status/1834238658875924630)  2024-09-12T14:32Z [---] followers, [---] engagements


"Took some profits today across all positions. That bank conference reaction made me nervous"  
[X Link](https://x.com/moazzam0_reddit/status/1834325829909623229)  2024-09-12T20:18Z [---] followers, [---] engagements


"The fact that crypto dumped while stocks rallied into the first cut means one is way more dependent on the carry trade"  
[X Link](https://x.com/moazzam0_reddit/status/1834439193033863336)  2024-09-13T03:49Z [---] followers, [---] engagements


"Bought $siri shares"  
[X Link](https://x.com/moazzam0_reddit/status/1834599369443627409)  2024-09-13T14:25Z [---] followers, [---] engagements


"I feel like Wells Fargo is short $siri because they reiterated their Sell rating on a reverse split in the stock. Who does that on a reverse split Desperate"  
[X Link](https://x.com/moazzam0_reddit/status/1834613053775642684)  2024-09-13T15:20Z [---] followers, [---] engagements


"@quantian1 @tolstoybb That's not at all what value investors do"  
[X Link](https://x.com/moazzam0_reddit/status/1834617030248399254)  2024-09-13T15:36Z [---] followers, [---] engagements


"Bought more $siri"  
[X Link](https://x.com/moazzam0_reddit/status/1834682804342603978)  2024-09-13T19:57Z [---] followers, [---] engagements


"@cohibainvestor Probably a trade. My CB is $24.87. Bear case is that SpaceX and $asts provide Internet everywhere and $spot takes users from $siri with their more economical account sharing. But that'll take years. $siri is already prepared for that strategically just need better execution"  
[X Link](https://x.com/moazzam0_reddit/status/1834712874268127586)  2024-09-13T21:56Z [---] followers, [---] engagements


"@tolstoybb Lmfao what"  
[X Link](https://x.com/moazzam0_reddit/status/1834734995111330296)  2024-09-13T23:24Z [---] followers, [---] engagements


"What's the new Bitcoin price at which $mstr is insolvent Must be way higher now"  
[X Link](https://x.com/moazzam0_reddit/status/1834944436867854401)  2024-09-14T13:17Z [---] followers, [---] engagements


"@ordinaryepsilon @quantian1 @tolstoybb It's defined incorrectly by the industry. As Buffett said it's simply Aesop's "A bird in the hand is worth two in the bush." So you buy Apple stock when it's cheap even if it is viewed as a failed growth stock (in 2016). You sell airlines for cheap bc COVID changed competition"  
[X Link](https://x.com/moazzam0_reddit/status/1834948410660528433)  2024-09-14T13:32Z [---] followers, [--] engagements


"@ordinaryepsilon @quantian1 @tolstoybb Note that Apple had a higher multiple when he bought it in [----] vs airline stocks he sold in [----]. So value investing is not about multiples. It's about VALUE. What are you getting in the future for your money laid out now"  
[X Link](https://x.com/moazzam0_reddit/status/1834950147362500614)  2024-09-14T13:39Z [---] followers, [--] engagements


"For all the people who made fun of Buffett for selling airline stocks during the COVID crash:"  
[X Link](https://x.com/moazzam0_reddit/status/1834953547936313555)  2024-09-14T13:53Z [---] followers, [---] engagements


"@ordinaryepsilon @quantian1 @tolstoybb Yes somewhat because it's not like every coal miner is uninvestible at any price simply because it's a coal miner. It absolutely is difficult because it's more art than science or math. You can't do it algorithmically as suggested in the main tweet here"  
[X Link](https://x.com/moazzam0_reddit/status/1834977605549690897)  2024-09-14T15:28Z [---] followers, [--] engagements


"@JerryCap You're right but they're getting away with it for now because of the growth hype. I like to imagine how successful a business strategy would be if the stock trades at a low multiple like 8x EV/ebitda instead. It quickly falls apart bc they can't finance it with share based comp"  
[X Link](https://x.com/moazzam0_reddit/status/1834988078181527733)  2024-09-14T16:10Z [---] followers, [--] engagements


"@JonahLupton @BankofAmerica $bac held a check from a regular customer of mine for a full [--] days this week. Never did that before it used to be available same day or next day. Something fishy going on there with reserves maybe. They're holding money much longer before it's available to use"  
[X Link](https://x.com/moazzam0_reddit/status/1835059413285245115)  2024-09-14T20:53Z [---] followers, [--] engagements


"@emilio_gold @Lllearning97 @TidefallCapital $siri is the only satellite-to-vehicle service. Road-trip happy Americans and truck drivers have no other choice when they drive outside of cellphone coverage for connectivity on the road. Starlink and AST Space Mobile have yet to gain full cellular approval from FCC"  
[X Link](https://x.com/moazzam0_reddit/status/1835160523626676659)  2024-09-15T03:35Z [---] followers, [---] engagements


"@emilio_gold @Lllearning97 @TidefallCapital https://siriusxmtrucking.com/pages/fleet-programs https://siriusxmtrucking.com/pages/fleet-programs"  
[X Link](https://x.com/moazzam0_reddit/status/1835380227733680358)  2024-09-15T18:08Z [---] followers, [--] engagements


"$siri sales have declined slightly mainly because new car unit sales are still below [----] levels. There's nothing terribly wrong with the business. Americans will buy more cars in the future than they did in [----]. That is Berkshire's bet. Satellite broadcast spectrum is the moat"  
[X Link](https://x.com/moazzam0_reddit/status/1835722524035789165)  2024-09-16T16:48Z [---] followers, [----] engagements


"Added more $siri shares at $22.93 to average down to $24.63"  
[X Link](https://x.com/moazzam0_reddit/status/1835758541828661702)  2024-09-16T19:11Z [---] followers, [---] engagements


"Bought [---] shares of $lunr at $6.9. 🤭"  
[X Link](https://x.com/moazzam0_reddit/status/1836244076078772661)  2024-09-18T03:21Z [---] followers, [---] engagements


"@PaulBieber Using brand collabs to do better on social media and go after older customers. That's how LEGO moved to selling $500 sets"  
[X Link](https://x.com/moazzam0_reddit/status/1836471739465027598)  2024-09-18T18:25Z [---] followers, [--] engagements


"Market still sleeping on $bbw. Look at how many likes each post gets on Instagram. It's on-par with @lululemon $lulu. They're using brand collabs to take the business to a totally new level. That's how LEGO got so popular and started selling $500 sets. https://www.instagram.com/buildabear/p/DAEEIepierG/hl=en&img_index=1 https://www.instagram.com/buildabear/p/DAEEIepierG/hl=en&img_index=1"  
[X Link](https://x.com/moazzam0_reddit/status/1836851157710573605)  2024-09-19T19:33Z [---] followers, [---] engagements


"Bought back into $apld and added more $bbw"  
[X Link](https://x.com/moazzam0_reddit/status/1836857974578381176)  2024-09-19T20:00Z [---] followers, [---] engagements


"Sold $apld and bought more $bbw. No financially healthy business with a moat should be priced at 8.83x forward earnings. Especially if the earnings estimate seems too conservative given social data"  
[X Link](https://x.com/moazzam0_reddit/status/1837215389920506092)  2024-09-20T19:40Z [---] followers, [---] engagements


"$bbw web traffic confirms what I see on social media. https://www.similarweb.com/website/buildabear.com/ https://www.similarweb.com/website/buildabear.com/"  
[X Link](https://x.com/moazzam0_reddit/status/1837253014018502886)  2024-09-20T22:10Z [---] followers, [---] engagements


"@gurgavin Bag holders. Bag holders everywhere"  
[X Link](https://x.com/moazzam0_reddit/status/1837309940102205787)  2024-09-21T01:56Z [---] followers, [--] engagements


"@CacheThatCheque @valueterminal If the cheap stocks also have durable and strong competitive advantage(s) you can diversify less and have even better average returns"  
[X Link](https://x.com/moazzam0_reddit/status/1837450485092995472)  2024-09-21T11:15Z [---] followers, [--] engagements


"Added more $bbw / @buildabear"  
[X Link](https://x.com/moazzam0_reddit/status/1838304257004482780)  2024-09-23T19:47Z [---] followers, [---] engagements


"$intc board is the main problem. Horrible governance by a bunch of suits. Everyone on that board including the current bean counter CEO needs to go. They are not qualified"  
[X Link](https://x.com/moazzam0_reddit/status/1838599618566733945)  2024-09-24T15:21Z [---] followers, [---] engagements


"@valueterminal Not mutually exclusive"  
[X Link](https://x.com/moazzam0_reddit/status/1839410439555576019)  2024-09-26T21:03Z [---] followers, [--] engagements


"What if oil is not what it used to be between [----] and [----] due to OPEC weakening"  
[X Link](https://x.com/moazzam0_reddit/status/1839657689984401879)  2024-09-27T13:25Z [---] followers, [---] engagements


"Another sign of $bbw Build-A-Bear growth acceleration into 2H of 2024:"  
[X Link](https://x.com/moazzam0_reddit/status/1839677306236748130)  2024-09-27T14:43Z [---] followers, [---] engagements


"@UpslopeCapital @JerryCap @BeenThereCap He's wearing a suit and he doesn't care bro"  
[X Link](https://x.com/moazzam0_reddit/status/1839707555930558947)  2024-09-27T16:43Z [---] followers, [---] engagements


"@buccocapital Probably means we're not all the way through yet"  
[X Link](https://x.com/moazzam0_reddit/status/1840011835145150663)  2024-09-28T12:53Z [---] followers, [---] engagements


"@investingdpark Absolutely adorable Congrats"  
[X Link](https://x.com/moazzam0_reddit/status/1845060007533900011)  2024-10-12T11:12Z [---] followers, [--] engagements


"Sharon Price John is the most underrated CEO in the consumer space"  
[X Link](https://x.com/moazzam0_reddit/status/1845998681876525340)  2024-10-15T01:22Z [---] followers, [--] engagements


"Exited most positions. Still have a smaller number of build-a-bear shares and sold $40/nov15 calls against them"  
[X Link](https://x.com/moazzam0_reddit/status/1846597735312773323)  2024-10-16T17:03Z [---] followers, [--] engagements


"@simplinvsting87 Hoping for a dip as the pendulum swings in the other direction"  
[X Link](https://x.com/moazzam0_reddit/status/1846628121115873717)  2024-10-16T19:03Z [---] followers, [--] engagements


"Bought $goos $15 leaps on Friday. Business isn't getting worse. With the shift to La Nina from El Nino this year I think they'll have a lot more new customers. Balance sheet looks worse mostly due to currency effects vs last year. Management showing financial discipline too"  
[X Link](https://x.com/moazzam0_reddit/status/1851645622463447286)  2024-10-30T15:21Z [---] followers, [---] engagements


"Bought $crox shares"  
[X Link](https://x.com/moazzam0_reddit/status/1852390926322209219)  2024-11-01T16:43Z [---] followers, [---] engagements


"$crox rationale: Apparent that Crocs are a sensation among kids and popular among adults. Unique and hard to out-do brand ethos. Hey Dude (complementary ethos) not doing too bad considering management nuked its distribution (unnecessary & wildly stupid). Debt only 2x FCF"  
[X Link](https://x.com/moazzam0_reddit/status/1852710290653138995)  2024-11-02T13:52Z [---] followers, [---] engagements

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