[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @optionsly ConsumerTechBets ConsumerTechBets posts on X about open ai, tiktok, insta, $crm the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1316591974242086912/interactions)  - X Week XXXXXX +219% - X Month XXXXXXX +300% - X Months XXXXXXX +66% - X Year XXXXXXX +156% ### Mentions: XX [#](/creator/twitter::1316591974242086912/posts_active)  - X Months XX -XX% - X Year XXX +2.40% ### Followers: XXXXX [#](/creator/twitter::1316591974242086912/followers)  - X Week XXXXX +6.90% - X Month XXXXX +14% - X Months XXXXX +73% - X Year XXXXX +168% ### CreatorRank: XXXXXXX [#](/creator/twitter::1316591974242086912/influencer_rank)  ### Social Influence [#](/creator/twitter::1316591974242086912/influence) --- **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [social networks](/list/social-networks) [celebrities](/list/celebrities) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [open ai](/topic/open-ai), [tiktok](/topic/tiktok), [insta](/topic/insta), [$crm](/topic/$crm), [ipo](/topic/ipo), [tariffs](/topic/tariffs), [inflation](/topic/inflation), [christ](/topic/christ), [iphone](/topic/iphone), [$googl](/topic/$googl) **Top assets mentioned** [Cream (CRM)](/topic/$crm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Pinterest, Inc. (PINS)](/topic/$pins) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [Datadog Inc (DDOG)](/topic/$ddog) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Life360, Inc. Common Stock (LIF)](/topic/$lif) [Strategy (MSTR)](/topic/$mstr) ### Top Social Posts [#](/creator/twitter::1316591974242086912/posts) --- Top posts by engagements in the last XX hours "Parenting styles by generation Boomer: "Here's a ball. Be back before dark." Millennials: "Be home by X. Keep Snap map on. Text me at 8." Gen Z: Geofence alerts. Heart rate monitor. Drone follow mode enabled"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1947057404681892151) 2025-07-20 22:13:54 UTC 1965 followers, XXX engagements "Everyone thinks its late to buy semis etc monday ima buy more; this is ridiculous"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946592144581677483) 2025-07-19 15:25:07 UTC 1965 followers, 1878 engagements "its the irony of complaining that your customer is not sophisticated when actually it's the seller that is totally unsophisticated. if you're selling any product this is literally support XXX. #1 own it and apologize #2 make them whole (refund or free subscription time) #3 ignore them is fine too"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1947075962136625223) 2025-07-20 23:27:38 UTC 1963 followers, XXX engagements "It's crazy how p/e numbers are wrong in XX% of tools. We don't even know what P/E $CRM or $PINS is these days"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1943076367689748757) 2025-07-09 22:34:41 UTC 1961 followers, 4886 engagements "Profitable Growing Core. Depressed Price. Imminent AI Tailwind. DigitalOcean $DOCN 17x 2026 EV/EBIT (GAAP) + XX% y/y rev growth (and rising) TL;DR 1) Attractive valuation and good core business 2) Catching the AI app wave with accelerating growth 3) Heavy discount to other neocloud/cloud peers DigitalOcean is a cloud provider with X% market share (vs AWS 30%). Traditionally focused on indie devs and SMBs its now shifting toward larger "scaler+" customers while expanding into AI and neocloud services. More details Good Core Great Price: Profitable efficient SaaS infra biz at 17x EBIT with 40%+"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1943352960446271658) 2025-07-10 16:53:46 UTC 1967 followers, 2443 engagements "list - just hit the short button. (iwm for long) thoughts"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1942651625312772502) 2025-07-08 18:26:54 UTC 1967 followers, XXX engagements "@IndraStocks the numbers are absurd. but even more absurd is that trades at like 22x p/e"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1945950801341682038) 2025-07-17 20:56:39 UTC 1964 followers, XXX engagements "During the 2022 bear co I was working at tried to negotiate prices down for datadog. They refused. They knew we were stuck. We spun up a large eng team and worked for months on replacing ddog with in-house solution. Extremely painful tedious process. in-house product mediocre too but ddog billing was killing us. At the last few yards datadog saw we were serious. Came in with a XX% haircut on the contract price. We agreed we threw away like all our code which was thousands of engineer-hours. That was pre-AI days ofc"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1947028419214184548) 2025-07-20 20:18:43 UTC 1965 followers, 1972 engagements "One big leak for me is selling too early. The bust is always far slower than I expect. And the rise is usually longer than I expect. This is important. Implies you should only sell after the top. When things are going up fast. You can just not sell. Selling moderately late seems easier and more profitable than selling early"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946331738197889277) 2025-07-18 22:10:22 UTC 1962 followers, 1932 engagements "Narrative around $TLT is bearish. poor long term assets for individuals but; IMO they are far less "market price" than believed. aka rigged Inflation is modest with tariffs; and tariffs is "transient" (lol). Trump wants to bring down long end and it seems inevitable. yield collapse unlikely too tho imo (recession) Mildly long tlt here but short calls. Mostly uncorrelated with rest of my stuff"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1945863774097006786) 2025-07-17 15:10:50 UTC 1962 followers, XXX engagements "@KairosPraxis @MikeFritzell I just find it hilarious when someone is like: "We're a professional operation how do my customers have the audacity to complain. These retail idiots LUL" brother in christ the mcdonalds min wage worker has better customer service than you"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1947072982834409788) 2025-07-20 23:15:48 UTC 1963 followers, XXX engagements "Man Im so fkn late but my confidence tokens goes up went from high to almost guaranteed. My wife doesnt use insta tiktok snap fb. She asks chatgpt everything"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946589565407637685) 2025-07-19 15:14:52 UTC 1964 followers, 2344 engagements "@JaredKubin Seems healthy and natural imo. This slide says a "3x EV/Revenue" is a "high multiple" at XX% rev growth. $crm is trading at 7x ev/revenue at X% topline growth. "hated" for SaaS seems extremely strong. We could go down XX% from here and still be above '13"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1945289272791023757) 2025-07-16 01:07:59 UTC 1963 followers, XXX engagements "We're not built for speed. Rapid change exponential growth: it feels fake. Don't let that bias you. Get used to it. Internet. PC. Mobile. revolutionary but adoption was gradual. Apple after the iPhone: +15% +52% +66% yearly revenue growth. Slow by today's standards. OpenAI anthropic coreweave: +500% to +1000% y/y growth on a huge base. It feels unreal. Unsustainable. Must be a fluke right Zuck building multiple manhattan sized datacenters "Bubble" That's cope. Shit's changing really fast. Don't assume it's fake just because the numbers are absurd. Lots more absurdity to come. Internalize it."  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946239807862251604) 2025-07-18 16:05:04 UTC 1965 followers, XXX engagements "@zoomyzoomm not opining on AV piece; I'm just saying the price is not sensitive to this thesis for it to matter much"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1947092711666073991) 2025-07-21 00:34:12 UTC 1965 followers, XXX engagements "IMO decent chance that OpenAI and $goog do a search/data deal. OpenAI doesn't really want to rebuild core data services such as search maps reviews etc. Strategic repos like youtube gmail calendar are all important. Especially if separation from MSFT is top of mind. Google would offer search services for cheap/free to reduce risk long-term"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1947027044073869321) 2025-07-20 20:13:15 UTC 1965 followers, XXX engagements "question - If i want to own tsm here: Any advantages of $tsm over 2330-TW"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1930831481531957481) 2025-06-06 03:37:52 UTC 1967 followers, XXX engagements "exported my raw data from chatgpt had cursor write a python file to parse it into weekly stats used chat to generate the visualization"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946640471872373230) 2025-07-19 18:37:09 UTC 1962 followers, XXX engagements "Life360 is like a digital dog collar for gen alpha. You strap it on as a puppy and by adulthood you don't even notice it. "Oh yea its normal that my mom tracks me 24/7" -XX year old gen alpha dude"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1947053118128378227) 2025-07-20 21:56:52 UTC 1965 followers, XXX engagements "An example is something like datadog. The tendrils of datadog would be littered in your codebase. Thousands of different touch points. To migrate off would take thousands of engineering hours. Not just precious time; it could introduce bugs outages lost data and affect your customers. So datadog could raise prices XX% every year and you were stuck. Now AI can easily write unit tests scan each file and make the switches create the dashboards. Does that mean datadog is weak perhaps. Or maybe they feast on competitors: their switching costs are gone too"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1947008323188072704) 2025-07-20 18:58:52 UTC 1965 followers, 2266 engagements "Btw nasdaq-100 did +85% in 1998 Then +102% in 1999"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946067980187480191) 2025-07-18 04:42:17 UTC 1965 followers, 57.8K engagements "2021: Obvious pockets of insane bubble behavior; ZIRP Indexes were still "cheap" (in hindsight) 2022: Inflation from stimmy + supply chain shock = Rate hike Tech growth slowed from reopening + lockdown baseline Combination of 1&2 created doom loop (growth slowed + rates = spend less = slower growth etc) Now: 2025: Obvious pockets of insane bubble behavior; Tariffs BUT Multiple rate cuts expected ahead Supply glut from covid overbuild / china deflation Services productivity boom for AI Growth reaccel from AI capex injection into economy deficit spend continues sounds so bulltard but probably"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1945543028036575667) 2025-07-16 17:56:18 UTC 1963 followers, XXX engagements "@ContrarianCurse we both know if chatgpt/gemini etc raised pricing to $1k/month tomorrow you wouldn't blink and you'd put it on the company card"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946600798793908400) 2025-07-19 15:59:31 UTC 1967 followers, XXX engagements "@typedfemale need artificial wombs @elonmusk stick them inside ani humanoid bots"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1945904641478467911) 2025-07-17 17:53:14 UTC 1964 followers, XXX engagements "Were not built for speed. Rapid change exponential growth: it feels fake. Dont let that bias you. Get used to it. Internet. PC. Mobile. revolutionary but adoption was gradual. Apple after the iPhone: +15% +52% +66% revenue growth. Slow by today's standards. OpenAI anthropic coreweave: +500% to +1000% y/y growth on a huge base. It feels unreal. Unsustainable. Must be a fluke right Zuck building multiple manhattan sized datacenters "Bubble" That's cope. Shits changing really fast. Dont assume its fake just because the numbers are absurd. Lots more absurdity to come. Internalize it. I'm still"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946238206393135178) 2025-07-18 15:58:42 UTC 1968 followers, XX engagements "Separately; I'm pretty sure most people short $mstr just have no idea what game they're playing. Argument is "2x NAV". Brother in christ riple is $130b. How many multiples on NAV is that"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1932854418686542217) 2025-06-11 17:36:18 UTC 1963 followers, 1991 engagements "If the future is "ask chatgpt to book a flight" consumer brand preferences gets disintermediated. You prefer Booking but chatgpt prefers Expedia. AI becomes kingmaker if this takes off"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1945902317200716144) 2025-07-17 17:44:00 UTC 1961 followers, XXX engagements "re: AI & SaaS: the era of raiders. Vibe coded apps are a meme. But moats like "switching cost" are weaker than ever. AI makes it easy to port data code integrations off legacy systems. not just techically easier. There's so much corporate appetite to try something new. Some SaaS cos will see NRR implode. but this isn't a headwind. Its easier than ever for the best companies and products to thrive. When moats erode; castles will fall but the raiders will feast"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1947005508294189259) 2025-07-20 18:47:41 UTC 1965 followers, 1939 engagements "@doodlestein what tool is this you can leave it to work overnight thats really cool"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946602814505206148) 2025-07-19 16:07:31 UTC 1966 followers, XXX engagements "@KairosPraxis going to be overestimated by investors I think. I think closer to 5-10% at most"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946283290824216783) 2025-07-18 18:57:51 UTC 1962 followers, XX engagements "Let me paint the picture Google SEO is old. Understood. Saturated. Enter: chatbots. More and more traffic is being referred from chatgpt perplexity AI overviews gemini. Marketers are panicking. "How do I get ChatGPT to talk about my product" Its a tectonic shift. A once-in-a-generation platform change. Enter: Generative Engine Optimization (GEO): the new SEO. Enter: SEMRush. Brand new enterprise product. Released to GA this month. Enterprise revenue guide 30M ARR+ growing 200%y/y market to get ChatGPT to promote your product is GIGA-SIZED"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1944806758373056817) 2025-07-14 17:10:38 UTC 1965 followers, 1048 engagements "@zoomyzoomm both these names are have diluted and minimal exposure to the core thesis unfortunately"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1947091484848865438) 2025-07-21 00:29:19 UTC 1965 followers, XXX engagements "some first thoughts on ramifications: X. Data center build out doesn't peak 2027 X. thus; GPU doesn't peak 2027 X. thus; no market crash 2027"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1944902748207776088) 2025-07-14 23:32:04 UTC 1965 followers, 1812 engagements "Some takeaways for me X. Froth = top Netscape ipo was August 1995. It was frothy: initially $XX traded at $XX day X. If you sold then; you'd never see that price again. You were XXX years away from the top You would have missed an 8x to the top"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946326966707359807) 2025-07-18 21:51:24 UTC 1965 followers, 3168 engagements "@KairosPraxis I think if you get small teams that operate at scale; it really benefits DOCN. Traditionally its been large scale = large teams. but not sure thats so true these days"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1943361169152184613) 2025-07-10 17:26:23 UTC 1964 followers, XX engagements "@david_katunaric which part should I have improved"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946346150396862623) 2025-07-18 23:07:38 UTC 1963 followers, XXX engagements "GME for example. Imagine you bought at $X in 2020. It starts spiking. it jumped 5x to $XX. you know its a bubble. do you sell do you try to time it what's the strategy honestly you just ride it and sell late. most of these things don't deflate that fast. Selling the top tick $XXX is not that important but selling too early (e.g. at $10) is a huge leak"  [@optionsly](/creator/x/optionsly) on [X](/post/tweet/1946333422613663993) 2025-07-18 22:17:03 UTC 1966 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@optionsly ConsumerTechBets
ConsumerTechBets posts on X about open ai, tiktok, insta, $crm the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +219%
- X Month XXXXXXX +300%
- X Months XXXXXXX +66%
- X Year XXXXXXX +156%
Mentions: XX #
- X Months XX -XX%
- X Year XXX +2.40%
Followers: XXXXX #
- X Week XXXXX +6.90%
- X Month XXXXX +14%
- X Months XXXXX +73%
- X Year XXXXX +168%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence technology brands stocks finance social networks celebrities cryptocurrencies
Social topic influence open ai, tiktok, insta, $crm, ipo, tariffs, inflation, christ, iphone, $googl
Top assets mentioned Cream (CRM) Alphabet Inc Class A (GOOGL) Pinterest, Inc. (PINS) DigitalOcean Holdings, Inc. (DOCN) Datadog Inc (DDOG) Taiwan Semiconductor (TSM) Life360, Inc. Common Stock (LIF) Strategy (MSTR)
Top Social Posts #
Top posts by engagements in the last XX hours
"Parenting styles by generation Boomer: "Here's a ball. Be back before dark." Millennials: "Be home by X. Keep Snap map on. Text me at 8." Gen Z: Geofence alerts. Heart rate monitor. Drone follow mode enabled"
@optionsly on X 2025-07-20 22:13:54 UTC 1965 followers, XXX engagements
"Everyone thinks its late to buy semis etc monday ima buy more; this is ridiculous" @optionsly on X 2025-07-19 15:25:07 UTC 1965 followers, 1878 engagements
"its the irony of complaining that your customer is not sophisticated when actually it's the seller that is totally unsophisticated. if you're selling any product this is literally support XXX. #1 own it and apologize #2 make them whole (refund or free subscription time) #3 ignore them is fine too" @optionsly on X 2025-07-20 23:27:38 UTC 1963 followers, XXX engagements
"It's crazy how p/e numbers are wrong in XX% of tools. We don't even know what P/E $CRM or $PINS is these days" @optionsly on X 2025-07-09 22:34:41 UTC 1961 followers, 4886 engagements
"Profitable Growing Core. Depressed Price. Imminent AI Tailwind. DigitalOcean $DOCN 17x 2026 EV/EBIT (GAAP) + XX% y/y rev growth (and rising) TL;DR 1) Attractive valuation and good core business 2) Catching the AI app wave with accelerating growth 3) Heavy discount to other neocloud/cloud peers DigitalOcean is a cloud provider with X% market share (vs AWS 30%). Traditionally focused on indie devs and SMBs its now shifting toward larger "scaler+" customers while expanding into AI and neocloud services. More details Good Core Great Price: Profitable efficient SaaS infra biz at 17x EBIT with 40%+" @optionsly on X 2025-07-10 16:53:46 UTC 1967 followers, 2443 engagements
"list - just hit the short button. (iwm for long) thoughts" @optionsly on X 2025-07-08 18:26:54 UTC 1967 followers, XXX engagements
"@IndraStocks the numbers are absurd. but even more absurd is that trades at like 22x p/e" @optionsly on X 2025-07-17 20:56:39 UTC 1964 followers, XXX engagements
"During the 2022 bear co I was working at tried to negotiate prices down for datadog. They refused. They knew we were stuck. We spun up a large eng team and worked for months on replacing ddog with in-house solution. Extremely painful tedious process. in-house product mediocre too but ddog billing was killing us. At the last few yards datadog saw we were serious. Came in with a XX% haircut on the contract price. We agreed we threw away like all our code which was thousands of engineer-hours. That was pre-AI days ofc" @optionsly on X 2025-07-20 20:18:43 UTC 1965 followers, 1972 engagements
"One big leak for me is selling too early. The bust is always far slower than I expect. And the rise is usually longer than I expect. This is important. Implies you should only sell after the top. When things are going up fast. You can just not sell. Selling moderately late seems easier and more profitable than selling early" @optionsly on X 2025-07-18 22:10:22 UTC 1962 followers, 1932 engagements
"Narrative around $TLT is bearish. poor long term assets for individuals but; IMO they are far less "market price" than believed. aka rigged Inflation is modest with tariffs; and tariffs is "transient" (lol). Trump wants to bring down long end and it seems inevitable. yield collapse unlikely too tho imo (recession) Mildly long tlt here but short calls. Mostly uncorrelated with rest of my stuff" @optionsly on X 2025-07-17 15:10:50 UTC 1962 followers, XXX engagements
"@KairosPraxis @MikeFritzell I just find it hilarious when someone is like: "We're a professional operation how do my customers have the audacity to complain. These retail idiots LUL" brother in christ the mcdonalds min wage worker has better customer service than you" @optionsly on X 2025-07-20 23:15:48 UTC 1963 followers, XXX engagements
"Man Im so fkn late but my confidence tokens goes up went from high to almost guaranteed. My wife doesnt use insta tiktok snap fb. She asks chatgpt everything" @optionsly on X 2025-07-19 15:14:52 UTC 1964 followers, 2344 engagements
"@JaredKubin Seems healthy and natural imo. This slide says a "3x EV/Revenue" is a "high multiple" at XX% rev growth. $crm is trading at 7x ev/revenue at X% topline growth. "hated" for SaaS seems extremely strong. We could go down XX% from here and still be above '13" @optionsly on X 2025-07-16 01:07:59 UTC 1963 followers, XXX engagements
"We're not built for speed. Rapid change exponential growth: it feels fake. Don't let that bias you. Get used to it. Internet. PC. Mobile. revolutionary but adoption was gradual. Apple after the iPhone: +15% +52% +66% yearly revenue growth. Slow by today's standards. OpenAI anthropic coreweave: +500% to +1000% y/y growth on a huge base. It feels unreal. Unsustainable. Must be a fluke right Zuck building multiple manhattan sized datacenters "Bubble" That's cope. Shit's changing really fast. Don't assume it's fake just because the numbers are absurd. Lots more absurdity to come. Internalize it." @optionsly on X 2025-07-18 16:05:04 UTC 1965 followers, XXX engagements
"@zoomyzoomm not opining on AV piece; I'm just saying the price is not sensitive to this thesis for it to matter much" @optionsly on X 2025-07-21 00:34:12 UTC 1965 followers, XXX engagements
"IMO decent chance that OpenAI and $goog do a search/data deal. OpenAI doesn't really want to rebuild core data services such as search maps reviews etc. Strategic repos like youtube gmail calendar are all important. Especially if separation from MSFT is top of mind. Google would offer search services for cheap/free to reduce risk long-term" @optionsly on X 2025-07-20 20:13:15 UTC 1965 followers, XXX engagements
"question - If i want to own tsm here: Any advantages of $tsm over 2330-TW" @optionsly on X 2025-06-06 03:37:52 UTC 1967 followers, XXX engagements
"exported my raw data from chatgpt had cursor write a python file to parse it into weekly stats used chat to generate the visualization" @optionsly on X 2025-07-19 18:37:09 UTC 1962 followers, XXX engagements
"Life360 is like a digital dog collar for gen alpha. You strap it on as a puppy and by adulthood you don't even notice it. "Oh yea its normal that my mom tracks me 24/7" -XX year old gen alpha dude" @optionsly on X 2025-07-20 21:56:52 UTC 1965 followers, XXX engagements
"An example is something like datadog. The tendrils of datadog would be littered in your codebase. Thousands of different touch points. To migrate off would take thousands of engineering hours. Not just precious time; it could introduce bugs outages lost data and affect your customers. So datadog could raise prices XX% every year and you were stuck. Now AI can easily write unit tests scan each file and make the switches create the dashboards. Does that mean datadog is weak perhaps. Or maybe they feast on competitors: their switching costs are gone too" @optionsly on X 2025-07-20 18:58:52 UTC 1965 followers, 2266 engagements
"Btw nasdaq-100 did +85% in 1998 Then +102% in 1999" @optionsly on X 2025-07-18 04:42:17 UTC 1965 followers, 57.8K engagements
"2021: Obvious pockets of insane bubble behavior; ZIRP Indexes were still "cheap" (in hindsight) 2022: Inflation from stimmy + supply chain shock = Rate hike Tech growth slowed from reopening + lockdown baseline Combination of 1&2 created doom loop (growth slowed + rates = spend less = slower growth etc) Now: 2025: Obvious pockets of insane bubble behavior; Tariffs BUT Multiple rate cuts expected ahead Supply glut from covid overbuild / china deflation Services productivity boom for AI Growth reaccel from AI capex injection into economy deficit spend continues sounds so bulltard but probably" @optionsly on X 2025-07-16 17:56:18 UTC 1963 followers, XXX engagements
"@ContrarianCurse we both know if chatgpt/gemini etc raised pricing to $1k/month tomorrow you wouldn't blink and you'd put it on the company card" @optionsly on X 2025-07-19 15:59:31 UTC 1967 followers, XXX engagements
"@typedfemale need artificial wombs @elonmusk stick them inside ani humanoid bots" @optionsly on X 2025-07-17 17:53:14 UTC 1964 followers, XXX engagements
"Were not built for speed. Rapid change exponential growth: it feels fake. Dont let that bias you. Get used to it. Internet. PC. Mobile. revolutionary but adoption was gradual. Apple after the iPhone: +15% +52% +66% revenue growth. Slow by today's standards. OpenAI anthropic coreweave: +500% to +1000% y/y growth on a huge base. It feels unreal. Unsustainable. Must be a fluke right Zuck building multiple manhattan sized datacenters "Bubble" That's cope. Shits changing really fast. Dont assume its fake just because the numbers are absurd. Lots more absurdity to come. Internalize it. I'm still" @optionsly on X 2025-07-18 15:58:42 UTC 1968 followers, XX engagements
"Separately; I'm pretty sure most people short $mstr just have no idea what game they're playing. Argument is "2x NAV". Brother in christ riple is $130b. How many multiples on NAV is that" @optionsly on X 2025-06-11 17:36:18 UTC 1963 followers, 1991 engagements
"If the future is "ask chatgpt to book a flight" consumer brand preferences gets disintermediated. You prefer Booking but chatgpt prefers Expedia. AI becomes kingmaker if this takes off" @optionsly on X 2025-07-17 17:44:00 UTC 1961 followers, XXX engagements
"re: AI & SaaS: the era of raiders. Vibe coded apps are a meme. But moats like "switching cost" are weaker than ever. AI makes it easy to port data code integrations off legacy systems. not just techically easier. There's so much corporate appetite to try something new. Some SaaS cos will see NRR implode. but this isn't a headwind. Its easier than ever for the best companies and products to thrive. When moats erode; castles will fall but the raiders will feast" @optionsly on X 2025-07-20 18:47:41 UTC 1965 followers, 1939 engagements
"@doodlestein what tool is this you can leave it to work overnight thats really cool" @optionsly on X 2025-07-19 16:07:31 UTC 1966 followers, XXX engagements
"@KairosPraxis going to be overestimated by investors I think. I think closer to 5-10% at most" @optionsly on X 2025-07-18 18:57:51 UTC 1962 followers, XX engagements
"Let me paint the picture Google SEO is old. Understood. Saturated. Enter: chatbots. More and more traffic is being referred from chatgpt perplexity AI overviews gemini. Marketers are panicking. "How do I get ChatGPT to talk about my product" Its a tectonic shift. A once-in-a-generation platform change. Enter: Generative Engine Optimization (GEO): the new SEO. Enter: SEMRush. Brand new enterprise product. Released to GA this month. Enterprise revenue guide 30M ARR+ growing 200%y/y market to get ChatGPT to promote your product is GIGA-SIZED" @optionsly on X 2025-07-14 17:10:38 UTC 1965 followers, 1048 engagements
"@zoomyzoomm both these names are have diluted and minimal exposure to the core thesis unfortunately" @optionsly on X 2025-07-21 00:29:19 UTC 1965 followers, XXX engagements
"some first thoughts on ramifications: X. Data center build out doesn't peak 2027 X. thus; GPU doesn't peak 2027 X. thus; no market crash 2027" @optionsly on X 2025-07-14 23:32:04 UTC 1965 followers, 1812 engagements
"Some takeaways for me X. Froth = top Netscape ipo was August 1995. It was frothy: initially $XX traded at $XX day X. If you sold then; you'd never see that price again. You were XXX years away from the top You would have missed an 8x to the top" @optionsly on X 2025-07-18 21:51:24 UTC 1965 followers, 3168 engagements
"@KairosPraxis I think if you get small teams that operate at scale; it really benefits DOCN. Traditionally its been large scale = large teams. but not sure thats so true these days" @optionsly on X 2025-07-10 17:26:23 UTC 1964 followers, XX engagements
"@david_katunaric which part should I have improved" @optionsly on X 2025-07-18 23:07:38 UTC 1963 followers, XXX engagements
"GME for example. Imagine you bought at $X in 2020. It starts spiking. it jumped 5x to $XX. you know its a bubble. do you sell do you try to time it what's the strategy honestly you just ride it and sell late. most of these things don't deflate that fast. Selling the top tick $XXX is not that important but selling too early (e.g. at $10) is a huge leak" @optionsly on X 2025-07-18 22:17:03 UTC 1966 followers, XXX engagements