# ![@riceforthought Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1362749334.png) @riceforthought Uncle $am

Uncle $am posts on X about $am, $dbrg, ai, china the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1362749334/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1362749334/c:line/m:interactions.svg)

- [--] Week [-----] +5.90%
- [--] Month [---------] +1.50%
- [--] Months [---------] +68,241%
- [--] Year [---------] +16,131%

### Mentions: [--] [#](/creator/twitter::1362749334/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1362749334/c:line/m:posts_active.svg)

- [--] Month [--] -1.50%
- [--] Months [---] +591%
- [--] Year [---] +78%

### Followers: [---] [#](/creator/twitter::1362749334/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1362749334/c:line/m:followers.svg)

- [--] Week [---] +0.87%
- [--] Month [---] +5.20%
- [--] Months [---] +15%
- [--] Year [---] +28%

### CreatorRank: [---------] [#](/creator/twitter::1362749334/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1362749334/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$am](/topic/$am), [$dbrg](/topic/$dbrg), [ai](/topic/ai), [china](/topic/china), [inflation](/topic/inflation), [open ai](/topic/open-ai), [ceo](/topic/ceo), [$googl](/topic/$googl), [sentiment](/topic/sentiment), [$pypl](/topic/$pypl)

**Top accounts mentioned or mentioned by**
[@taobanker](/creator/undefined) [@blondesnmoney](/creator/undefined) [@boxlongs](/creator/undefined) [@mrmojorisinx](/creator/undefined) [@dalibali2](/creator/undefined) [@tomsmith839](/creator/undefined) [@cornelialake](/creator/undefined) [@irbezek](/creator/undefined) [@eventdriveneddy](/creator/undefined) [@jaredkubin](/creator/undefined) [@310value](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@bobeunlimited](/creator/undefined) [@svtechie](/creator/undefined) [@yieldsearcher](/creator/undefined) [@retailguru](/creator/undefined) [@ellliotttb](/creator/undefined) [@logicalthesis](/creator/undefined) [@elonmusk](/creator/undefined) [@aureliusltd28](/creator/undefined)

**Top assets mentioned**
[Aston Martin Cognizant Fan Token (AM)](/topic/$am) [DigitalBridge Group, Inc. (DBRG)](/topic/$dbrg) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [DISH Network Corp (DISH)](/topic/$dish) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Evolent Health, Inc Class A Common Stock (EVH)](/topic/$evh) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [GitLab Inc. (GTLB)](/topic/$gtlb) [Workday Inc (WDAY)](/topic/$wday) [Kohl's Corporation (KSS)](/topic/$kss) [Microsoft Corp. (MSFT)](/topic/$msft) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Verizon Communications Inc. (VZ)](/topic/$vz) [Metadium (META)](/topic/$meta) [Procter & Gamble (PG)](/topic/$pg) [Viant Technology Inc. (DSP)](/topic/$dsp) [Oracle Corporation (ORCL)](/topic/$orcl) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Poshmark, Inc. (POSH)](/topic/$posh) [Snap, Inc. (SNAP)](/topic/$snap) [RH (RH)](/topic/$rh) [Robonomics Network (XRT)](/topic/$xrt) [Mosaic Co (MOS)](/topic/$mos) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [NextDecade Corporation Common Stock (NEXT)](/topic/$next) [DAR Open Network (DAR)](/topic/$dar) [4 (FOUR)](/topic/$four) [Propy (PRO)](/topic/$pro) [Paragon 28, Inc. (FNA)](/topic/$fna) [Enovis Corporation (ENOV)](/topic/$enov) [Treace Medical Concepts, Inc. (TMCI)](/topic/$tmci) [Zimmer Biomet Holdings Inc (ZBH)](/topic/$zbh) [Apollo Global Management, Inc. (APO)](/topic/$apo) [VALE S.A. (VALE)](/topic/$vale) [Royalty Pharma plc (RPRX)](/topic/$rprx) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Citigroup Inc (C)](/topic/citigroup) [Twilio, Inc. (TWLO)](/topic/$twlo) [Avanos Medical, Inc. (AVNS)](/topic/$avns) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$POSH 2Q21 ER: GMV $450M up 25% yoy Rev $82M up 22% yoy w/mrk cap $1.8B and $573M in the bank. EV/GMV= 2.6x P/S=4x. Short Int 3%. Existing $SNAP $AFRM partnerships"  
[X Link](https://x.com/riceforthought/status/1441541997341278213)  2021-09-24T23:16Z [---] followers, [--] engagements


"$POSH 3Q21 ER: cited IDFA headwinds causing user growth and revenue(+16%) to miss guidance(18-21%). Increased marketing spend resulting in accelerating cash burn+neg. adj EBITDA upcoming qters. $POSH has trailed the peer comptechnically+ fundamentally. $REAL $TDUP $4385.T $MCARY"  
[X Link](https://x.com/riceforthought/status/1458316267287240710)  2021-11-10T06:11Z [---] followers, [--] engagements


"MS: ESG Flows have been strong through [----] already reaching $533bn (Jan to Oct) compared to $331bn for [----]. Europe still dominates (89% of AUM and 85% of [----] flows). Rising interest in other regions+40% in US and +57% in Asia Pacific YTD $ICLN $ESG @Ksidiii 1/"  
[X Link](https://x.com/riceforthought/status/1461111365746057217)  2021-11-17T23:17Z [---] followers, [--] engagements


"Maybe not Airfreight has largely benefitted from the issues in seafreight with rising volumes and rates. We expect volumes to be up 5% vs Q3 and up 56% yoy due to APEX volumes. On yields we project an 18% incremental increase due to solid Christmas season rates in air. $CARGO @Taubs77 @calvinfroedge Think last Q will be slower https://t.co/FYUiYHKHne @Taubs77 @calvinfroedge Think last Q will be slower https://t.co/FYUiYHKHne"  
[X Link](https://x.com/riceforthought/status/1485479163700019204)  2022-01-24T05:06Z [---] followers, [--] engagements


"$GYS Gamesys best in class asset for $1.5B which is yes the current market cap of $BALY. @jay_21_ @RagingVentures Their complexity is part of their moat IMO the offer of $38 is an SOTP real estate and Gamesys with no synergies. No-brainer $BALY @jay_21_ @RagingVentures Their complexity is part of their moat IMO the offer of $38 is an SOTP real estate and Gamesys with no synergies. No-brainer $BALY"  
[X Link](https://x.com/riceforthought/status/1509765119621836809)  2022-04-01T05:30Z [---] followers, [--] engagements


"@hedgeye doing deals with snake oil salesman @chamath let's pull up his previous performance. $BYND $SPCE $IPOB $IPOZ https://x.com/Hedgeye/status/1509922384672813060 people pay for this sh*t @Hedgeye thinking $RH a $LOVE or $MLKN. everyone is impacted by the supply chain #dealwithit https://x.com/Hedgeye/status/1509922384672813060 people pay for this sh*t @Hedgeye thinking $RH a $LOVE or $MLKN. everyone is impacted by the supply chain #dealwithit"  
[X Link](https://x.com/riceforthought/status/1509968591579361282)  2022-04-01T18:59Z [---] followers, [--] engagements


"Elliott Associates' "they are calling on the company to explore a full separation of the Flash business which they believe could lead to a stock price of $100+ per share by the end of 2023" $WDC $MU $QQQ #NDX #QQQ https://www.cnbc.com/2022/05/07/how-elliott-associates-proposal-to-split-two-businesses-at-western-digital-may-build-value.html https://www.cnbc.com/2022/05/07/how-elliott-associates-proposal-to-split-two-businesses-at-western-digital-may-build-value.html"  
[X Link](https://x.com/riceforthought/status/1608672895202627584)  2022-12-30T03:54Z [---] followers, [--] engagements


"The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the fourth quarter of [----] is [---] percent on December [--] up from [---] percent on December [--]. The next GDPNow update is Tuesday January [--]. #GDP #GDPnow #SPX #SPX #NDX"  
[X Link](https://x.com/riceforthought/status/1609030204734963712)  2022-12-31T03:34Z [---] followers, [---] engagements


"breakout gap candidate holding $16 @traderstewie $CLF Buy the $15.15 gap fill for $clf https://t.co/r0XqL0NvQs Buy the $15.15 gap fill for $clf https://t.co/r0XqL0NvQs"  
[X Link](https://x.com/riceforthought/status/1609050381312753666)  2022-12-31T04:54Z [---] followers, [---] engagements


"MS Retail 4Q SSS EPS Est; QTD trend suggests 4Q margin/EPS could hold in against low expectations elevated promotional/discounting activity mostly priced in cons 4Q guides foot traffic down (worsening weather ahead)&key holiday shopping dates finished @Retail_Guru $KSS $M $XRT"  
[X Link](https://x.com/riceforthought/status/1609264087044861954)  2022-12-31T19:03Z [---] followers, [---] engagements


"Interesting to see $ATVI trading at $BRK.B Berkshire's cost basis of $77 with $MSFT deal at $95 #NDX #SPX #SPY https://www.berkshirehathaway.com/activisionltr.pdf https://www.berkshirehathaway.com/activisionltr.pdf"  
[X Link](https://x.com/riceforthought/status/1609360095040925700)  2023-01-01T01:25Z [---] followers, [---] engagements


"lotta insider selling at $DBX"  
[X Link](https://x.com/riceforthought/status/1609443203530518528)  2023-01-01T06:55Z [---] followers, [---] engagements


"$KKR big APAC and China credit exposure 😘 #CHINA RESUMES RESIDENTIAL PE FUNDS TO BOLSTER REAL ESTATE - BBG https://t.co/PmGK04X2yM #CHINA RESUMES RESIDENTIAL PE FUNDS TO BOLSTER REAL ESTATE - BBG https://t.co/PmGK04X2yM"  
[X Link](https://x.com/riceforthought/status/1610533516227547136)  2023-01-04T07:08Z [---] followers, [--] engagements


"Ferts & Chems Comps $XLB $MOS $CF"  
[X Link](https://x.com/riceforthought/status/1627549910659891202)  2023-02-20T06:05Z [---] followers, [---] engagements


"TikTok getting into on-demand food delivery industry interesting. ByteDance is testing food delivery service via its Chinese version of TikTok $UBER $DASH $GRAB $TKWY.AS https://cnb.cx/3JQA87t https://cnb.cx/3JQA87t"  
[X Link](https://x.com/riceforthought/status/1645655212827475979)  2023-04-11T05:09Z [---] followers, [---] engagements


"@JLinWins @tallnfat @eliant_capital Stop watching commodities 😂"  
[X Link](https://x.com/riceforthought/status/1651607706502066177)  2023-04-27T15:22Z [---] followers, [---] engagements


"$HOOD big beneficiary of tax receipts & sticky userbase and platform. Issues w/ competitors @ coin and aapl non-FDIC savings acts will ultimately benefit @RobinhoodApp. Weekly 50day resistance at $9.58"  
[X Link](https://x.com/riceforthought/status/1666946205946118146)  2023-06-08T23:12Z [---] followers, [--] engagements


"honestly same set up as $ROKU"  
[X Link](https://x.com/riceforthought/status/1666946588143669249)  2023-06-08T23:13Z [---] followers, [--] engagements


"@MattBiotech $SRPT DMD data out soon"  
[X Link](https://x.com/riceforthought/status/1669475832996438016)  2023-06-15T22:43Z [---] followers, [---] engagements


"bto $NOV $16"  
[X Link](https://x.com/riceforthought/status/1677024276065710081)  2023-07-06T18:38Z [---] followers, [--] engagements


"$ME GSK has elected to exercise its option to extend the exclusive target discovery period of the ongoing collaboration with 23andMe for an additional year to July [----]. @annewoj23"  
[X Link](https://x.com/riceforthought/status/1678702062945837056)  2023-07-11T09:50Z [---] followers, [--] engagements


"$DISH has an option to buy T-Mobiles [---] MHz spectrum for $3.6bn and has previously expressed interest in exercising the option despite financing concerns. The original deadline was July [--] but we believe that DISH may have sought a 60-day extension"  
[X Link](https://x.com/riceforthought/status/1682249798500618240)  2023-07-22T22:02Z [---] followers, [---] engagements


"In the event DISH does not exercise the option T-Mobile has to seek alternate buyers subject to a floor price. We will also be focused on updated plans from DISH on the commercial rollout of the Boost Infinite wireless offering"  
[X Link](https://x.com/riceforthought/status/1682249825268666369)  2023-07-21T04:43Z [---] followers, [---] engagements


"@Borlaug_ @sinstockpapi @Invesquotes any thoughts on GLP-1 effects across cGMs $ABT $MDT $DXCM"  
[X Link](https://x.com/riceforthought/status/1699456711160111600)  2023-09-06T16:17Z [---] followers, [---] engagements


"@EllliotttB @UpslopeCapital any REIT tbh"  
[X Link](https://x.com/riceforthought/status/1704259936526499900)  2023-09-19T22:23Z [---] followers, [---] engagements


"Did we forget about this $TWOU $CHGG $INST $COUR #edtech #aitech Indias ByjusEyes Chegg or 2U as It Weighs US Acquisition https://www.bloomberg.com/news/articles/2022-05-16/byju-s-said-to-weigh-us-acquisition-eyes-chegg-or-2uembedded-checkout=true https://www.bloomberg.com/news/articles/2022-05-16/byju-s-said-to-weigh-us-acquisition-eyes-chegg-or-2uembedded-checkout=true"  
[X Link](https://x.com/riceforthought/status/1717734459687280971)  2023-10-27T02:46Z [---] followers, [---] engagements


"@NoobTheta I started following you bc of that post. so how many followers did you gain"  
[X Link](https://x.com/riceforthought/status/1721149804632560059)  2023-11-05T12:57Z [---] followers, [--] engagements


"@SethCL now he is short semis and $BKNG"  
[X Link](https://x.com/riceforthought/status/1724481234473214278)  2023-11-14T17:35Z [---] followers, [---] engagements


"$M Macys reported rev coming in ahead of our expectations (on better-than-expected CC revenue) and Adj. EBITDA that came in 20% higher vs. estimate. Also tweaked its FY guide to the high end of its prior range and shared 4Q outlook in line with expectations. @Retail_Guru $XRT"  
[X Link](https://x.com/riceforthought/status/1725140061858218093)  2023-11-16T13:13Z [---] followers, [--] engagements


"$MSGE watching recent earnings low exposure to $SPHR w/o the capex - yes please"  
[X Link](https://x.com/riceforthought/status/1725557301690642470)  2023-11-17T16:51Z [---] followers, [--] engagements


"11/17/23 $DISH Subs #update via JPM"  
[X Link](https://x.com/riceforthought/status/1725560492801040389)  2023-11-17T17:04Z [---] followers, [---] engagements


"@BankofVol $LW"  
[X Link](https://x.com/riceforthought/status/1726296619828875279)  2023-11-19T17:49Z [---] followers, [--] engagements


"@AltaFoxCapital $ilmn"  
[X Link](https://x.com/riceforthought/status/1726710150650904585)  2023-11-20T21:12Z [---] followers, [---] engagements


"Planes &Trains - my $XLI industrials comp table #reShore #StockMarket $SPY $DIA"  
[X Link](https://x.com/riceforthought/status/1726822132301406458)  2023-11-21T04:37Z [---] followers, [---] engagements


"5D Deployments by Company $VZ $T $TMUS $DISH"  
[X Link](https://x.com/riceforthought/status/1726833251946463483)  2023-11-21T05:21Z [---] followers, [---] engagements


"$ILMN completing bear flag after ex- $A CEO sandbagging 25' guidance with 0% growth. $1B in cash. R/r off $95"  
[X Link](https://x.com/riceforthought/status/1727049079925215532)  2023-11-21T19:39Z [---] followers, [---] engagements


"The bar for Danu is much higher following competitor updates from the ADA conference in June [----]. We expect Danu data that's competitive with LLY's Orfor could drive PFE +ive 3-5% and -ive data could drive PFE down -1-2% given measured expectations. #danu #ozempic #pfizer $PFE"  
[X Link](https://x.com/riceforthought/status/1729006000076882260)  2023-11-27T05:15Z [---] followers, [---] engagements


"interesting step into Gyna by Amazon @amazon $AMZN"  
[X Link](https://x.com/riceforthought/status/1735455024137044297)  2023-12-15T00:21Z [---] followers, [---] engagements


"quick O&G recap by SL Advisors on the Wells Fargo Conference Midstream and Utilities Symposium last week - $ETRN $ETE $WMB $NEXT mentioned"  
[X Link](https://x.com/riceforthought/status/1735534349955784980)  2023-12-15T05:36Z [---] followers, [---] engagements


"@LogicalThesis @Biotech2k1 how much ILMN ABSI RXRX up past two weeks 🤡 can't give them all away now can $ILMN 102+ $ILMN 102+"  
[X Link](https://x.com/anyuser/status/1735810998102351884)  2023-12-15T23:56Z [--] followers, [---] engagements


"@Dadbod4evah @sandman25515 @LogicalThesis @Biotech2k1 They have received multiple buyout offers real assets (wet lab) and proven big pharma interest. They can easily tap capital markets but obviously not at this valuation which was part of my original thesis and up 100% since. ENZ is really interesting too just reported ER yday"  
[X Link](https://x.com/riceforthought/status/1736036076278685722)  2023-12-16T14:50Z [---] followers, [--] engagements


"DOE loan approval coming for $LAC trading below NAV (@ThackerPass NAV 5B LAC trading at 1B). $GM has a cost basis in the low 20s and second tranche double down coming in Feb2023. Inflation (costs) coming down & 10yr should support margins going frwd. @ElithXlithium"  
[X Link](https://x.com/riceforthought/status/1736136898081706049)  2023-12-16T21:31Z [---] followers, [---] engagements


"@LA_stevens_ the one thing they both have in common is that they're based out of Cayman Islands😂"  
[X Link](https://x.com/riceforthought/status/1736138977932177848)  2023-12-16T21:39Z [---] followers, [---] engagements


"@Reformed_Trader @prosperousguy @DreamPositiveCp are you guys familiar w/ the pending arbitration Neg ruling could take their cash balance out"  
[X Link](https://x.com/riceforthought/status/1744792220857925718)  2024-01-09T18:44Z [---] followers, [---] engagements


"$ADM 👀 $ADM To Delay Earnings Filing Of Annual Report Amid Investigation Into Accounting Practices - Withdraws All Forward-Looking Outlook For Nutrition Reporting Segment - Now Sees +$6.90 Adj EPS In FY [--] $ADM To Delay Earnings Filing Of Annual Report Amid Investigation Into Accounting Practices - Withdraws All Forward-Looking Outlook For Nutrition Reporting Segment - Now Sees +$6.90 Adj EPS In FY 23"  
[X Link](https://x.com/riceforthought/status/1749195209806844149)  2024-01-21T22:20Z [---] followers, [---] engagements


"@taobanker wonder what the read thru to $DAR will be"  
[X Link](https://x.com/anyuser/status/1749461829817163848)  2024-01-22T15:59Z [--] followers, [--] engagements


"@MrStockGuyNJ @michaelsantoli retail guy thinking he will survive Banking"  
[X Link](https://x.com/riceforthought/status/1753637977228767369)  2024-02-03T04:34Z [---] followers, [---] engagements


"@MrStockGuyNJ R u mistaking me for Cramer Lol $META is a top holding in the Qs why would I sell it"  
[X Link](https://x.com/riceforthought/status/1753672038571766209)  2024-02-03T06:49Z [---] followers, [---] engagements


"@wabuffo Its government jobs same w the GDP growth % all symptoms of fiscal dominance"  
[X Link](https://x.com/riceforthought/status/1753777414004674843)  2024-02-03T13:48Z [---] followers, [---] engagements


"@OptionsMike @1991Wolfpack $CVS green"  
[X Link](https://x.com/riceforthought/status/1755202946365808679)  2024-02-07T12:12Z [---] followers, [--] engagements


"@debttovalue @Beth_Kindig so is $1B() every quarter in SBC Source: $NVDA FY2024 Financial Results"  
[X Link](https://x.com/riceforthought/status/1760503956881744052)  2024-02-22T03:17Z [---] followers, [---] engagements


"@elonmusk @InterestRateArb I choose Twitter 🐦"  
[X Link](https://x.com/riceforthought/status/1760518518544675194)  2024-02-22T04:14Z [---] followers, [--] engagements


"@ogpasha @markminervini Since [----] Cathie Wood had been consistently buying $TDOC over a span of more than [---] purchases at an average price of about $163. Today she was selling. https://t.co/4jgxcGH1NX Since [----] Cathie Wood had been consistently buying $TDOC over a span of more than [---] purchases at an average price of about $163. Today she was selling. https://t.co/4jgxcGH1NX"  
[X Link](https://x.com/riceforthought/status/1761016149700133307)  2024-02-23T13:12Z [---] followers, [---] engagements


"@dalibali2 Citron is long w you 👀"  
[X Link](https://x.com/riceforthought/status/1761245142923854307)  2024-02-24T04:22Z [---] followers, [---] engagements


"@taobanker @CCM_Brett anything in D SWX MDU 👀"  
[X Link](https://x.com/riceforthought/status/1761501667739205809)  2024-02-24T21:21Z [---] followers, [---] engagements


"@Aureliusltd28 @rev_cap Can you reshare your thoughts on $C or pin it"  
[X Link](https://x.com/riceforthought/status/1761774515384991874)  2024-02-25T15:25Z [---] followers, [--] engagements


"@markminervini Cathie trimmed 50+% off her $ZM position pre-ER"  
[X Link](https://x.com/riceforthought/status/1762237585215328668)  2024-02-26T22:05Z [---] followers, [---] engagements


"@Hossers_Stonks It's CY2024 already so forward revenue growth for CY2025 is 24% EDITDA mid-teens Adj EBITDA below 10%. Go for it Good talk Hoss. $FOUR"  
[X Link](https://x.com/riceforthought/status/1763270359615435122)  2024-02-29T18:29Z [---] followers, [---] engagements


"@Hossers_Stonks @kermyt_houghts Yes I'm adjusting for their acquisition costs 'strategic review' and SBC. Keep buying $FOUR"  
[X Link](https://x.com/riceforthought/status/1763273585001656432)  2024-02-29T18:42Z [---] followers, [---] engagements


"@Dcpcooks @TimTheMM @therobotjames @686Prism @concodanomics @Mike_Hunt_Sr a drunk mind speaks a sober heart"  
[X Link](https://x.com/riceforthought/status/1763402843200065802)  2024-03-01T03:16Z [---] followers, [--] engagements


"SPY500 Market P/Es"  
[X Link](https://x.com/riceforthought/status/1763470551543419212)  2024-03-01T07:45Z [---] followers, [--] engagements


"Risk Premia @dampedspring"  
[X Link](https://x.com/riceforthought/status/1763471038376284597)  2024-03-01T07:47Z [---] followers, [--] engagements


"@dampedspring Global Risk Premia"  
[X Link](https://x.com/riceforthought/status/1763472020300509470)  2024-03-01T07:51Z [---] followers, [--] engagements


"@elonmusk Theres a thing called fiduciary responsibility Elon. Liquidiate some more of your equity to pay for those diapers instead of pointless law suits against your competitors (OpenAI) imo"  
[X Link](https://x.com/riceforthought/status/1763936489816432731)  2024-03-02T14:36Z [---] followers, [--] engagements


"$META Meta AI creates ahistorical images like Google Gemini cc: @viggy_krishnan https://t.co/nR5eVXT19D Meta AI creates ahistorical images like Google Gemini cc: @viggy_krishnan https://t.co/nR5eVXT19D"  
[X Link](https://x.com/riceforthought/status/1763954964890804586)  2024-03-02T15:50Z [---] followers, [---] engagements


"@OliverKell_ @cfromhertz $VST also a beneficiary"  
[X Link](https://x.com/riceforthought/status/1764016940115489043)  2024-03-02T19:56Z [---] followers, [---] engagements


"@narmacnetworth"  
[X Link](https://x.com/riceforthought/status/1767299232493699277)  2024-03-11T21:19Z [---] followers, [--] engagements


"@MichaelKantro @NeelyTamminga can't forget the biggest tailwind of them all"  
[X Link](https://x.com/riceforthought/status/1767303681140265097)  2024-03-11T21:36Z [---] followers, [--] engagements


"$SAVE x $ULCC $SAVE $ULCC On Possibility Of Re-Engaging With Spirit Airlines For A Deal Frontier CEO Says We Don't Have Time To Even Spend Energy Thinking About It $SAVE $ULCC On Possibility Of Re-Engaging With Spirit Airlines For A Deal Frontier CEO Says We Don't Have Time To Even Spend Energy Thinking About It"  
[X Link](https://x.com/riceforthought/status/1767648940470792390)  2024-03-12T20:28Z [---] followers, [---] engagements


"@taobanker 🤣 lmao this new tao on fireh"  
[X Link](https://x.com/riceforthought/status/1767942200460189980)  2024-03-13T15:54Z [---] followers, [--] engagements


"@researchbyh QGEN comp 👀"  
[X Link](https://x.com/riceforthought/status/1772507842450227634)  2024-03-26T06:16Z [---] followers, [--] engagements


"@KazzBio Nvax went"  
[X Link](https://x.com/riceforthought/status/1790023175276826991)  2024-05-13T14:15Z [---] followers, [---] engagements


"$LYV $EB $LYV (-4.4% AH)US Justice Department to Seek Breakup of Live Nation-Ticketmaster https://t.co/fjjdyzUOeW $LYV (-4.4% AH)US Justice Department to Seek Breakup of Live Nation-Ticketmaster https://t.co/fjjdyzUOeW"  
[X Link](https://x.com/riceforthought/status/1793410237602709946)  2024-05-22T22:34Z [---] followers, [---] engagements


"@MetacriticCap Bc ai avatars will displace modern work as we know it RE Yuan interview $ZM"  
[X Link](https://x.com/riceforthought/status/1811103927603167519)  2024-07-10T18:23Z [---] followers, [---] engagements


"@CockyNelson Then you should be absorbing and not 💩 posting grasshopper"  
[X Link](https://x.com/riceforthought/status/1812143066356351029)  2024-07-13T15:12Z [---] followers, [--] engagements


"@taobanker Warren reading our Twitter comments: Warren Buffetts Berkshire Hathaway sold about [--] million shares of Bank of America for $1.48 billion according to a public filing Friday"  
[X Link](https://x.com/riceforthought/status/1814695091631763764)  2024-07-20T16:13Z [---] followers, [--] engagements


"@peter_mantas @returnoncap NIM top w upcoming rate cut"  
[X Link](https://x.com/riceforthought/status/1814764422390558733)  2024-07-20T20:48Z [---] followers, [---] engagements


"@taobanker ER tomorrow AM took 1K lot for an EPS beat. Revs might drag :S $IVZ"  
[X Link](https://x.com/riceforthought/status/1815513814164746386)  2024-07-22T22:26Z [---] followers, [--] engagements


"@LDiscernment @TomSmith839 Excuse me what How much due diligence have you actually performed on this co"  
[X Link](https://x.com/riceforthought/status/1815904793724084435)  2024-07-24T00:20Z [---] followers, [--] engagements


"#UOA $PRO 16Aug24 22.5P 500x1.05 leaning towards BTO "The US FTC said it issued orders to $Pro that offer surveillance pricing products and services that incorporate data about consumers' characteristics and behavior.""  
[X Link](https://x.com/riceforthought/status/1815927792024055943)  2024-07-24T01:51Z [---] followers, [---] engagements


"Woah didn't know Forrester is public What's going on over there $FORR Forrester Research Inc is a United States-based company that provides independent research data and advisory services"  
[X Link](https://x.com/riceforthought/status/1816238162605449290)  2024-07-24T22:24Z [---] followers, [--] engagements


"$ABT Diabetes beat modestly with Libre sales of $1.60B coming in above us and the Street at $1.55B. US grew 30% and beat consensus while OUS Libre grew 15%cc but slowed versus 1Q with a 2H acceleration expected. US Libre should grow 25%+ in 2H and OUS up mid to high teens"  
[X Link](https://x.com/riceforthought/status/1816241024806838772)  2024-07-24T22:36Z [---] followers, [--] engagements


"$BSX Weakness driven by positioning as it was one of the most crowded longs for HFs/LOs and elevated buyside expectations on EP. Great qtr with +14.7% organic growth on the topline and $428m in EP overall ($271m in US). Buyside expect $300m vs $271m reported"  
[X Link](https://x.com/riceforthought/status/1816249041304576056)  2024-07-24T23:08Z [---] followers, [--] engagements


"big $deck monster qtr Powers leaving at the top *chef kiss* https://x.com/AlphaSenseInc/status/1816565965842436506 $DECK Conference Call Summary: We had a strong start to the fiscal year. The mixed footwear data points you are seeing must be from $NKE or some other company because our sales have been strong. HOKA was our main growth driver with 30% growth and UGG grew 14%. While we https://t.co/tUIz6FnXCd https://x.com/AlphaSenseInc/status/1816565965842436506 $DECK Conference Call Summary: We had a strong start to the fiscal year. The mixed footwear data points you are seeing must be from"  
[X Link](https://x.com/riceforthought/status/1816625209400787037)  2024-07-26T00:02Z [---] followers, [--] engagements


"@marathon_leap @YellowLabLife Yeah $ held up for settlement will issue another spec divi this year as ceo hunt will drag into 25"  
[X Link](https://x.com/riceforthought/status/1816639112415429040)  2024-07-26T00:58Z [---] followers, [--] engagements


"@Gloeschi PCE probably"  
[X Link](https://x.com/riceforthought/status/1816654413504872679)  2024-07-26T01:58Z [---] followers, [--] engagements


"$ANET modest revenue beat and a +guide were clearly not enough but an increase in FY rev growth to at least 14% helped w upside. Overall management tone was very good and theyre optimistic about the opportunity set and its clear they continue to guide conservatively"  
[X Link](https://x.com/riceforthought/status/1818539390249156717)  2024-07-31T06:49Z [---] followers, [---] engagements


"$AMZN push into rural America + low priced goods $DG $DLTR $FIVE Will tractor supply $TSCO be insulated from Amazons push into rural USA https://t.co/bO80zVRYek Will tractor supply $TSCO be insulated from Amazons push into rural USA https://t.co/bO80zVRYek"  
[X Link](https://x.com/riceforthought/status/1818796427050729695)  2024-07-31T23:50Z [---] followers, [---] engagements


"@rev_cap $alb shutting down mines earth is healing"  
[X Link](https://x.com/riceforthought/status/1818829004390252642)  2024-08-01T02:00Z [---] followers, [---] engagements


"@KrishnaMemani CNBC: were expecting the Fed to cut to neutral by the end of this year to stay data dependent so something around 35bps"  
[X Link](https://x.com/riceforthought/status/1819512039527928210)  2024-08-02T23:14Z [---] followers, [---] engagements


"um what happened to $NEXA intraday dipped 20% to recover it all by the close"  
[X Link](https://x.com/riceforthought/status/1819621431531262049)  2024-08-03T06:28Z [---] followers, [---] engagements


"@compoundpapi market really going force LLY x EVO acquisition https://www.evotec.com/en/news/evotec-and-lilly-enter-into-drug-discovery-collaboration-in-metabolic-diseases https://www.evotec.com/en/news/evotec-and-lilly-enter-into-drug-discovery-collaboration-in-metabolic-diseases"  
[X Link](https://x.com/riceforthought/status/1821013753485566290)  2024-08-07T02:41Z [---] followers, [---] engagements


"@ajoenamedjoe If $clne can do it"  
[X Link](https://x.com/riceforthought/status/1823483532070859094)  2024-08-13T22:15Z [---] followers, [---] engagements


"https://www.datacenterdynamics.com/en/news/activist-investor-legion-says-digitalbridge-should-sell-if-it-doesnt-hit-valuation-targets/ https://www.datacenterdynamics.com/en/news/activist-investor-legion-says-digitalbridge-should-sell-if-it-doesnt-hit-valuation-targets/"  
[X Link](https://x.com/riceforthought/status/1826051273940152808)  2024-08-21T00:18Z [---] followers, [---] engagements


"@f16g61s1g61 @taobanker Sell side equity top 💀"  
[X Link](https://x.com/riceforthought/status/1834347711350624688)  2024-09-12T21:45Z [---] followers, [--] engagements


"@SunriseTrader This closed bullish $DIS"  
[X Link](https://x.com/riceforthought/status/1834377638225609023)  2024-09-12T23:44Z [---] followers, [--] engagements


"@Citrini7 Citrin low vol etf fund"  
[X Link](https://x.com/riceforthought/status/1837961394500894824)  2024-09-22T21:05Z [---] followers, [---] engagements


"Sold $fna overnight swing foot&ankle is an interesting ortho subsector that should grow in [--] keep an eye on it $enov $tmci $zbh"  
[X Link](https://x.com/riceforthought/status/1839716612418707737)  2024-09-27T17:19Z [---] followers, [---] engagements


"@prometheusmacro Bc its lagged"  
[X Link](https://x.com/riceforthought/status/1839907169489072309)  2024-09-28T05:57Z [---] followers, [---] engagements


"@SouthernValue95 Nobody talking about divestments from Todd and Combs. Imagine them craving BRK out and turning it into an asset management space. Few"  
[X Link](https://x.com/riceforthought/status/1840403288640110863)  2024-09-29T14:48Z [---] followers, [--] engagements


"@NextWaveEFT Regardless $Ovv still undervalued off $SM comps"  
[X Link](https://x.com/riceforthought/status/1841448474405142600)  2024-10-02T12:01Z [---] followers, [---] engagements


"@JohnDoss1 @ColonelAngusss John Japan just announced they wouldnt do another rate hike till the EOY. Do you post your deepest darkest marker fears everyday"  
[X Link](https://x.com/riceforthought/status/1842611026321420406)  2024-10-05T17:01Z [---] followers, [--] engagements


"$B offer for $45 is a funny joke by $APO Apollo @apolloglobal MB Aerospace alone is worth $1.5B. I believe shareholders and management will reject this offer. Exclusive: Apollo Global in talks to buy aerospace parts maker Barnes Group sources say @ASenjourno @DEER_ECHO_ $B $APO https://t.co/NLk9fthctQ Exclusive: Apollo Global in talks to buy aerospace parts maker Barnes Group sources say @ASenjourno @DEER_ECHO_ $B $APO https://t.co/NLk9fthctQ"  
[X Link](https://x.com/riceforthought/status/1842632153777271166)  2024-10-05T18:25Z [---] followers, [---] engagements


"CEO Hook is rationalizing operations (sale&streamline) from their industrial portfolio to pay down debt+ fund buyback (eventually). Once this is complete slap a $GE $HWM $FTAI $TDG multiple on this bad boy and it easily gets back to the $80s+"  
[X Link](https://x.com/riceforthought/status/1842634186286571765)  2024-10-05T18:33Z [---] followers, [---] engagements


"X changed the search algo so it doesnt recognize exact tickers anymore (eg $MA or $MA doesnt work) back to Stocktwits"  
[X Link](https://x.com/riceforthought/status/1842664821730443334)  2024-10-05T20:35Z [---] followers, [--] engagements


"After the close today $Vale disclosed details around the terms for a definitive settlement of claims related to the Mariana. The main aspects revealed are: (a) total settlement amounts to R$170B. This includes R$38B already expensed and a commitment of an additional R$132B Miners Vale and BHP Group are a step closer to finalizing a deal with Brazilian authorities to provide a multibillion dollar settlement for one of the countrys worst mining disaster https://t.co/Dij6NxHxvw Miners Vale and BHP Group are a step closer to finalizing a deal with Brazilian authorities to provide a multibillion"  
[X Link](https://x.com/riceforthought/status/1847466334495658086)  2024-10-19T02:34Z [---] followers, [---] engagements


"(b) R$100B will be paid to the Federal Government and the states in installments over [--] yrs (c) R$32B will be paid directly by Samarco for reparation actions (d) Vale will add an incremental $1B in additional provisions within the range expected by investors. $VALE $EWZ"  
[X Link](https://x.com/riceforthought/status/1847466586363629808)  2024-10-19T02:35Z [---] followers, [---] engagements


"CEO Ganzi deciding to purse the full SOTP value unlock via asset sales with multiple Bloomberg appearances to⛽ commons from $12.12 to $16.12 since our unanimous vote on 20Aug2024 $DBRG"  
[X Link](https://x.com/riceforthought/status/1847508877937725550)  2024-10-19T05:23Z [---] followers, [---] engagements


"Oct O/I rolling into Nov so we could see a pause before a ramp into 3Q24 earnings"  
[X Link](https://x.com/riceforthought/status/1847509845848850921)  2024-10-19T05:27Z [---] followers, [---] engagements


"@bioturdcapital @Biohazard3737 The FDA is reviewing a Supplemental New Drug Application (sNDA) for VTAMA cream as a potential treatment for atopic dermatitis (AD) in adults and children two years of age and older with Prescription Drug User Fee Act (PDUFA) action expected in 4Q24"  
[X Link](https://x.com/riceforthought/status/1848977727891906686)  2024-10-23T06:40Z [---] followers, [--] engagements


"@zacktanzx Elevated IV bc of the analyst commentary as you pointed out and I'm not even going to start dissecting your other bull points - that's what makes a market. Maybe small bump off BTS trends and positioning but long term the equity value is screwed"  
[X Link](https://x.com/riceforthought/status/1850228463283868140)  2024-10-26T17:30Z [---] followers, [---] engagements


"Could be an interested overstated capex situation here w/ a market leader in SAF @scalpavelli"  
[X Link](https://x.com/riceforthought/status/1850361030469357623)  2024-10-27T02:17Z [---] followers, [--] engagements


"@DerivativesDon @Dcpcooks This is something Brent shares weekly God bless than man. https://x.com/BlacklionCTA/status/1852682258219483542 Some small month end stress this week but small compared month/quarter end September. https://t.co/Ub1A08aHp0 https://x.com/BlacklionCTA/status/1852682258219483542 Some small month end stress this week but small compared month/quarter end September. https://t.co/Ub1A08aHp0"  
[X Link](https://x.com/riceforthought/status/1852753879177503010)  2024-11-02T16:45Z [---] followers, [---] engagements


"@TihoBrkan I see lot of people shitting on ex-CEO Freda of $EL this weekend. Why don't y'all check how the stock performed in the first half of his tenure Over reliance on international M&A and prestige category really came back to nip them while the strength was in domestic brands $ELF"  
[X Link](https://x.com/riceforthought/status/1852755205756252295)  2024-11-02T16:50Z [---] followers, [----] engagements


"$MDGL short interest"  
[X Link](https://x.com/riceforthought/status/1852761094936297817)  2024-11-02T17:14Z [---] followers, [---] engagements


"$OGN Organon which is seeking approval of Vtama as a treatment for atopic dermatitis said the FDA set a new target action date of March [--] for a decision after requesting the final datasets and clinical-study report from a long-term extension study"  
[X Link](https://x.com/riceforthought/status/1854381779752489017)  2024-11-07T04:34Z [---] followers, [---] engagements


"@TomSmith839 @jay_21_ These guys are missing the forest for the trees after that 3Q24 report esp as capital markets return in CY25 😂"  
[X Link](https://x.com/riceforthought/status/1854570734762573851)  2024-11-07T17:04Z [---] followers, [---] engagements


"$EVH M&A integration going well $EVH -33% 📉 AH Humana and Evolent Expand Partnership to Enhance Oncology Care - HUM BioPharmCatalyst https://t.co/jkv4kCBogO $EVH -33% 📉 AH Humana and Evolent Expand Partnership to Enhance Oncology Care - HUM BioPharmCatalyst https://t.co/jkv4kCBogO"  
[X Link](https://x.com/riceforthought/status/1854642611132432479)  2024-11-07T21:50Z [---] followers, [---] engagements


"Horizon Kinetic is ADDING on $DBRG dump $INFL Looks like $dbrg picked up a new shareholder. Horizon Kinetic's Inflation Beneficiary ETF. Position is not quite as large at $tpl or $lb.yet https://t.co/Tulc8lfCxi https://t.co/RAZueoVhwc Looks like $dbrg picked up a new shareholder. Horizon Kinetic's Inflation Beneficiary ETF. Position is not quite as large at $tpl or $lb.yet https://t.co/Tulc8lfCxi https://t.co/RAZueoVhwc"  
[X Link](https://x.com/riceforthought/status/1856014100033343827)  2024-11-11T16:40Z [---] followers, [----] engagements


"forgot to attach ss"  
[X Link](https://x.com/riceforthought/status/1856015134910755103)  2024-11-11T16:44Z [---] followers, [---] engagements


"This goes back to whether or not you think SOTP or than market value. Crux of all SOTP arguments quite frankly. Perhaps financial conditions ease so deals get HARDER and then it gets the premium it deserves @polemicuss I think the market doesnt understand the business model @polemicuss I think the market doesnt understand the business model"  
[X Link](https://x.com/riceforthought/status/1857092920815259795)  2024-11-14T16:07Z [---] followers, [---] engagements


"$RPRX green in the midst of red"  
[X Link](https://x.com/riceforthought/status/1857437553110172078)  2024-11-15T14:56Z [---] followers, [---] engagements


"Faster FDA approval process means more dealios $$$ $rprx"  
[X Link](https://x.com/riceforthought/status/1857437713521336480)  2024-11-15T14:57Z [---] followers, [---] engagements


"@scalpavelli Check out his top holdings performance $EVH"  
[X Link](https://x.com/riceforthought/status/1857874987761418457)  2024-11-16T19:54Z [---] followers, [---] engagements


"@scalpavelli U look at $LINE at all Ex-MS guys"  
[X Link](https://x.com/riceforthought/status/1858282230784885187)  2024-11-17T22:53Z [---] followers, [--] engagements


"@albertherne Long $coin"  
[X Link](https://x.com/riceforthought/status/1858690404671254786)  2024-11-19T01:54Z [---] followers, [--] engagements


"@andrewcoye Do $LOWes"  
[X Link](https://x.com/riceforthought/status/1859395373632192638)  2024-11-21T00:36Z [---] followers, [--] engagements


"Lots of chatter on Europoor Hyperscaler DCs (like those exist) $NBIS. It's more/less the same grift by @CorneliaLake (how's $PGY doing btw). I'm also highly suspect of the Chinese components they're using as well. Buy American buy $DBRG. Quick Idea: Nebius Group (NBIS US) https://t.co/sDuUYptW7U https://t.co/8wEtCxlpYN Quick Idea: Nebius Group (NBIS US) https://t.co/sDuUYptW7U https://t.co/8wEtCxlpYN"  
[X Link](https://x.com/riceforthought/status/1860797118967066792)  2024-11-24T21:26Z [---] followers, [----] engagements


"Trumps pick Dr. Martin Makary to run FDA is CEO of Sesame a company that provides compounded weight-loss drugs. Watching $HIMS $WW compound Semaglutide names for a reaction"  
[X Link](https://x.com/riceforthought/status/1860798946941243808)  2024-11-24T21:33Z [---] followers, [----] engagements


"@narmacnetworth @PauloMacro Tres Sec. Scott Bessent from Bahamas talks about his experience dealing w/ SBF here in his interview at (50:45). I suggest you both take a listen. (50:45) https://youtu.be/xENnM4WNWust=3045 https://youtu.be/xENnM4WNWust=3045"  
[X Link](https://x.com/riceforthought/status/1860932245395243080)  2024-11-25T06:23Z [---] followers, [--] engagements


"@taobanker @SmallCapKing2 @Dfabian21 https://www.matw.com/businesses/memorialization https://www.matw.com/businesses/memorialization"  
[X Link](https://x.com/riceforthought/status/1860933422165991546)  2024-11-25T06:27Z [---] followers, [--] engagements


"Keep grifting @CorneliaLake $NBIS Lots of chatter on Europoor Hyperscaler DCs (like those exist) $NBIS. It's more/less the same grift by @CorneliaLake (how's $PGY doing btw). I'm also highly suspect of the Chinese components they're using as well. Buy American buy $DBRG. Lots of chatter on Europoor Hyperscaler DCs (like those exist) $NBIS. It's more/less the same grift by @CorneliaLake (how's $PGY doing btw). I'm also highly suspect of the Chinese components they're using as well. Buy American buy $DBRG"  
[X Link](https://x.com/riceforthought/status/1861134031846547918)  2024-11-25T19:45Z [---] followers, [----] engagements


"$bbwi shun the non-believers Bath & Body Works beats estimates + updates guidance. CEO: "Our strong results exceeded the high end of our net sales." $BBWI: +21% Pre-Market https://t.co/AlTL4GdhEk Bath & Body Works beats estimates + updates guidance. CEO: "Our strong results exceeded the high end of our net sales." $BBWI: +21% Pre-Market https://t.co/AlTL4GdhEk"  
[X Link](https://x.com/riceforthought/status/1861153697600061443)  2024-11-25T21:03Z [---] followers, [---] engagements


"If Kingsbury cant turn $KSS around NGMI. Spend your Kohls cash if you havent 😂 $KSS ANNOUNCES CEO TRANSITION Kohl's CEO Tom Kingsbury will step down on January [--] [----] and remain on the board until his retirement in May [----]. Retail veteran Ashley Buchanan currently CEO of Michaels Companies will succeed him. Buchanan with [--] years at Walmart and $KSS ANNOUNCES CEO TRANSITION Kohl's CEO Tom Kingsbury will step down on January [--] [----] and remain on the board until his retirement in May [----]. Retail veteran Ashley Buchanan currently CEO of Michaels Companies will succeed him. Buchanan with 13"  
[X Link](https://x.com/riceforthought/status/1861161873632305625)  2024-11-25T21:35Z [---] followers, [---] engagements


"@taobanker @SmallCapKing2 @Dfabian21 $SVC $SCI other ⚰ public comps if anyone is interested in this sector $MATW"  
[X Link](https://x.com/riceforthought/status/1861163632882840031)  2024-11-25T21:42Z [---] followers, [--] engagements


"@leveraged_cat @CorneliaLake Yeah DBRG is an asset manager and owns the DC assets on their balance sheet. You dont think they compete/comparable"  
[X Link](https://x.com/riceforthought/status/1861166293392728527)  2024-11-25T21:53Z [---] followers, [---] engagements


"@leveraged_cat @CorneliaLake Yes HPCaaS is a very common model. In fact this is what /many/ of the crypto miners are moving to after repurposing their GPUs(see Hut8). I dont believe $NBIS deserves a premium for such a commoditized service. https://hut8.com/high-performance-computing/ https://hut8.com/high-performance-computing/"  
[X Link](https://x.com/riceforthought/status/1861180107311980876)  2024-11-25T22:48Z [---] followers, [---] engagements


"@leveraged_cat @CorneliaLake Got it I brought up examples of the inferior platform layer & a commoditized bare layer so I must be missing it (/s). No thoughts on CoreWeave and not a good comparison w the latter pulling in $2B rev. $NBIS doesnt even have two years of statements let alone a US DC built"  
[X Link](https://x.com/riceforthought/status/1861187719109713933)  2024-11-25T23:18Z [---] followers, [---] engagements


"@dt432123 Wow back to buyout announcement price"  
[X Link](https://x.com/riceforthought/status/1861189940069179858)  2024-11-25T23:27Z [---] followers, [--] engagements


"@privateinequity @Codie_Sanchez @AlexHormozi Raise the bid"  
[X Link](https://x.com/riceforthought/status/1861545804596683176)  2024-11-26T23:01Z [---] followers, [---] engagements


"@tdarling1 @Mike_Taylor1972 @Hedgeye What ever happened to: Dont fight the Fed"  
[X Link](https://x.com/riceforthought/status/1862539431821160808)  2024-11-29T16:49Z [---] followers, [--] engagements


"@qa__rocks @Geo_papic @realDonaldTrump Dont be a pleb easy"  
[X Link](https://x.com/riceforthought/status/1863100294986600903)  2024-12-01T05:58Z [---] followers, [--] engagements


"FYI CRO/CDMOs 1Q25 consensus estimates are not pricing in the shortened upcoming quarter due to CNY. $CRL $TMO $A $DHR"  
[X Link](https://x.com/riceforthought/status/1863483936753819723)  2024-12-02T07:22Z [---] followers, [---] engagements


"@bessiambre @TheStalwart Funded by my unrealized btc gainz"  
[X Link](https://x.com/riceforthought/status/1863982035976761417)  2024-12-03T16:22Z [---] followers, [--] engagements


"@Investing501 $FOR"  
[X Link](https://x.com/riceforthought/status/1864070813047312603)  2024-12-03T22:14Z [---] followers, [--] engagements


"Doubled up again $INFL $DBRG"  
[X Link](https://x.com/riceforthought/status/1864399701120045136)  2024-12-04T20:01Z [---] followers, [---] engagements


"@CloisterRes Goldman Sachs & Co. LLC Morgan Stanley Jefferies and Citigroup are acting as joint book-running managers for the offering. 👀"  
[X Link](https://x.com/riceforthought/status/1865194700376019251)  2024-12-07T00:40Z [---] followers, [---] engagements


"@JSpitTrades Check out $hili"  
[X Link](https://x.com/riceforthought/status/1865536500445921335)  2024-12-07T23:18Z [---] followers, [---] engagements


"@rhunterh I can check 2morrow"  
[X Link](https://x.com/riceforthought/status/1865799840241951156)  2024-12-08T16:45Z [---] followers, [--] engagements


"Large Cap Software Valuations $PLTR $APP"  
[X Link](https://x.com/riceforthought/status/1865851548968128765)  2024-12-08T20:10Z [---] followers, [---] engagements


"@BeaverdamCap @TomSmith839 How long is $DBRG going to remain in spin-purgatory"  
[X Link](https://x.com/riceforthought/status/1865952199790231718)  2024-12-09T02:50Z [---] followers, [---] engagements


"@eulen_capital @Citrini7 Hes right - I didnt read his post or buy some OTC Xiaomi. Congrats Citrini"  
[X Link](https://x.com/riceforthought/status/1866279215961923979)  2024-12-10T00:30Z [---] followers, [--] engagements


"@JaredKubin @stevehouf Classic Furu grift coming out hard and strong tonight. Here is 'China-expert Hou' literally admitting to buying China Betas now playing hindsight trader with the OTC Xiaomi pick (link below). I don't expect less from these folks"  
[X Link](https://x.com/riceforthought/status/1866318020572057918)  2024-12-10T03:04Z [---] followers, [---] engagements


"@rhunterh There are many annuity sales indices (e.g total fixed variable) but here is the Total Fixed Annuities sales in $ Billions and the full list"  
[X Link](https://x.com/riceforthought/status/1866373623394791705)  2024-12-10T06:45Z [---] followers, [--] engagements


"@petesfg @jnordvig How the f are you measuring risk mate TSM AAPL TSLA all at ATHs show complacency to me. Im all for deescalation but its a pipe dream with Xi at the helm"  
[X Link](https://x.com/riceforthought/status/1867009014439219257)  2024-12-12T00:50Z [---] followers, [--] engagements


"@JaredKubin This is dope. What Simplify ETFs should be @SimplifyAsstMgt"  
[X Link](https://x.com/riceforthought/status/1867018213760045548)  2024-12-12T01:26Z [---] followers, [---] engagements


"@ConsensusGurus Who owns .ai"  
[X Link](https://x.com/riceforthought/status/1867018700861345845)  2024-12-12T01:28Z [---] followers, [---] engagements


"@ConsensusGurus Anguilla a tiny British island territory in the Caribbean may bring in up to $30 million in revenue this year thanks to its ".ai" domain name [----]. Bloomberg says that Anguilla brought in a mere $7.4 million from .ai domain registrations in 2021"  
[X Link](https://x.com/riceforthought/status/1867022017721168148)  2024-12-12T01:41Z [---] followers, [--] engagements


"@steve2bacon @dalibali2 @LogicalThesis Logical Thesis hows $TMDX doing The internet is undefeated. 😂"  
[X Link](https://x.com/riceforthought/status/1867410748487704779)  2024-12-13T03:26Z [---] followers, [---] engagements


"@DirkBrothers @dalibali2 @SixSigmaCapital Hows $TWLO"  
[X Link](https://x.com/riceforthought/status/1867411783969095887)  2024-12-13T03:30Z [---] followers, [--] engagements


"@Fullcarry Trump trade this trump trade that. Clearly market is not believing in @DOGE"  
[X Link](https://x.com/riceforthought/status/1867704182867996704)  2024-12-13T22:52Z [---] followers, [--] engagements


"@taobanker Tao asked we deliver. Solar panels are the risk to $REPYY 😂 Also interesting to note $GPRK received all the premium from this deal https://finance.yahoo.com/news/geopark-signs-exclusive-binding-agreement-121339840.html https://finance.yahoo.com/news/geopark-signs-exclusive-binding-agreement-121339840.html"  
[X Link](https://x.com/riceforthought/status/1868395321342275636)  2024-12-15T20:38Z [---] followers, [---] engagements


"@BSacamanoV $th boom"  
[X Link](https://x.com/riceforthought/status/1868734925543031089)  2024-12-16T19:08Z [---] followers, [---] engagements


"@sammccolgan Hi Sam could you share any upcoming catalysts you see for $CXDO @KyleAdamsStocks is not responding to any of my questions"  
[X Link](https://x.com/riceforthought/status/1868857753290392060)  2024-12-17T03:16Z [---] followers, [---] engagements


"@health_stocks "Citizens JMP is acting as the sole bookrunner for the public offering." 💀 $RVPH"  
[X Link](https://x.com/riceforthought/status/1868863396575429077)  2024-12-17T03:38Z [---] followers, [---] engagements


"HCIT Comp Table $DOCS $EVH $HQY $IQV $PHR $PGNY $WAY"  
[X Link](https://x.com/riceforthought/status/1868910913140801708)  2024-12-17T06:47Z [---] followers, [---] engagements


"$dbrg update. Repeat after me: Less regulation + energy security are tailwinds. 📢 : $OKLO Oklo and Switch Sign Massive 12GW Nuclear Power Deal for Sustainable Data Centers - $NNE $SMR https://t.co/olrv4C2e2C 📢 : $OKLO Oklo and Switch Sign Massive 12GW Nuclear Power Deal for Sustainable Data Centers - $NNE $SMR https://t.co/olrv4C2e2C"  
[X Link](https://x.com/riceforthought/status/1869367504101065169)  2024-12-18T13:01Z [---] followers, [---] engagements


"@blondesnmoney any good ones from $CCO"  
[X Link](https://x.com/riceforthought/status/1869530306400895058)  2024-12-18T23:48Z [---] followers, [--] engagements


"@rev_cap Debt ceiling rising Yellen out so more bond issuance etc there are lots of reasons to not pick a top. Good luck"  
[X Link](https://x.com/riceforthought/status/1870102849017000180)  2024-12-20T13:43Z [---] followers, [---] engagements


"@deyhatemetoo @taobanker Every Major has such an ESG plan. a possible XOM/CVX merger could bottom these names (mostly wishful thinking ha ha) https://www.theguardian.com/us-news/article/2024/may/16/donald-trump-big-oil-executives-alleged-deal-explained https://www.theguardian.com/us-news/article/2024/may/16/donald-trump-big-oil-executives-alleged-deal-explained"  
[X Link](https://x.com/riceforthought/status/1870282070574149828)  2024-12-21T01:36Z [---] followers, [--] engagements


"@RobertPBalan1 Merry Christmas Robert"  
[X Link](https://x.com/riceforthought/status/1871617576058642511)  2024-12-24T18:02Z [---] followers, [--] engagements


"@Sports_bios Cheers and Happy New Year"  
[X Link](https://x.com/riceforthought/status/1874266415517274462)  2025-01-01T01:28Z [---] followers, [---] engagements


"Blog post from MSFT [--] days ago: "Across the nation a new generation of AI firms is emerging each capitalizing on rapid advances in AI models and chips moving now from Graphics Processing Units (GPUs) to AI Accelerators with Tensors." @lickitysplit_7 @totodile_cap @VetTechTrader Guys on $AMD/ $NVDA for the past [--] months have been wrong side of the semi trade as money shifted out of GPU and into ASICs. @lickitysplit_7 @totodile_cap @VetTechTrader Guys on $AMD/ $NVDA for the past [--] months have been wrong side of the semi trade as money shifted out of GPU and into ASICs"  
[X Link](https://x.com/riceforthought/status/1876030125902618769)  2025-01-05T22:16Z [---] followers, [---] engagements


"@JohnNap86 @310Value And how is the $WOW sale process doing 🚮"  
[X Link](https://x.com/riceforthought/status/1877401984703041640)  2025-01-09T17:08Z [---] followers, [--] engagements


"@egr_investor @irbezek @lhamtil"  
[X Link](https://x.com/riceforthought/status/1879364174197018931)  2025-01-15T03:05Z [---] followers, [--] engagements


"@GameReady $AVNS GAMEREADY"  
[X Link](https://x.com/riceforthought/status/1879418492900008181)  2025-01-15T06:41Z [---] followers, [--] engagements


"$TENB CEO passes away from cancer before implementing succession plans. Whats up with that $TENB CEO Amit Yoran Dies at [--] https://t.co/V3T4wCcaUU Amit Yoran the CEO and chairman of Tenable Holdings passed away at age [--] after battling cancer. Yoran had been leading Tenable since [----] and played a key role in the company's public listing in [----]. His previous $TENB CEO Amit Yoran Dies at [--] https://t.co/V3T4wCcaUU Amit Yoran the CEO and chairman of Tenable Holdings passed away at age [--] after battling cancer. Yoran had been leading Tenable since [----] and played a key role in the company's"  
[X Link](https://x.com/riceforthought/status/1879989544243900582)  2025-01-16T20:30Z [---] followers, [---] engagements


"$DBRG Opening Call buyer is back Feb 12Cs $3.5M Notional. Report 4Q24 Earnings the day before on Feb 20th"  
[X Link](https://x.com/riceforthought/status/1880149696444010992)  2025-01-17T07:06Z [---] followers, [---] engagements


"Bless you Ramos. And you wonder why $ZI is failing"  
[X Link](https://x.com/riceforthought/status/1881789901202670058)  2025-01-21T19:44Z [---] followers, [---] engagements


"anti-woke coming for $WK $WK -11.4% BMO Capital said multiple news agencies are reporting that both the German and French governments are considering pushing for changes to the European Unions Corporate Sustainability Reporting Directive. "Sustainability reporting in Europe is one of the key growth $WK -11.4% BMO Capital said multiple news agencies are reporting that both the German and French governments are considering pushing for changes to the European Unions Corporate Sustainability Reporting Directive. "Sustainability reporting in Europe is one of the key growth"  
[X Link](https://x.com/riceforthought/status/1882130855600283847)  2025-01-22T18:18Z [---] followers, [---] engagements


"@OptimizedPort only took them a whole rate hike cycle. honestly disturbing"  
[X Link](https://x.com/riceforthought/status/1882167789588566149)  2025-01-22T20:45Z [---] followers, [--] engagements


"@taobanker AI can just scrub it see $EXPE $BKNG"  
[X Link](https://x.com/riceforthought/status/1882185502977294761)  2025-01-22T21:56Z [---] followers, [---] engagements


"@Invesquotes $CGNX too"  
[X Link](https://x.com/riceforthought/status/1882421094248042975)  2025-01-23T13:32Z [---] followers, [----] engagements


"@andrewcoye Probably too levered to P&C see $TRV"  
[X Link](https://x.com/riceforthought/status/1884512570448437724)  2025-01-29T08:03Z [---] followers, [--] engagements


"Holy smokes Brinker $EAT 4xed in the past year Comps up 27% Chili comps up 31% @Retail_Guru $EAT - Chili's that $10.99 [--] for me offering is driving huge demand. $DRI & others should review their pricing & add similar offerings - actually Long Horns did for a short term but removed it from that price point by a good 30% plus $EAT - Chili's that $10.99 [--] for me offering is driving huge demand. $DRI & others should review their pricing & add similar offerings - actually Long Horns did for a short term but removed it from that price point by a good 30% plus"  
[X Link](https://x.com/riceforthought/status/1884762683075084377)  2025-01-30T00:36Z [---] followers, [---] engagements


"@MCquant_res @RobertPBalan1 @VolSignals @alma18499 Grok: negative charm (-817K) and high vega align with peer-reviewed studies (e.g. Journal of Financial Economics 2021) on options hedging amplifying volatility challenging the notion that short-term vega is ineffective in dynamic market conditions"  
[X Link](https://x.com/riceforthought/status/1941157487476105512)  2025-07-04T15:29Z [---] followers, [---] engagements


"Emerging markets EPS growth % $EEM"  
[X Link](https://x.com/riceforthought/status/1941206535599947919)  2025-07-04T18:44Z [---] followers, [--] engagements


"The rest of this report is way more telling. Follow me for more updates like this: Retail activity picked up further with net buying of $8.4B in cash equities +0.9z above past 1Y avg. June 30th saw a sharp spike in demand with daily net buying exceeding $3B. Retail Sentiment. No FOMO. Source: JPM https://t.co/bjil4NE3bm Retail Sentiment. No FOMO. Source: JPM https://t.co/bjil4NE3bm"  
[X Link](https://x.com/riceforthought/status/1941556347277078977)  2025-07-05T17:54Z [---] followers, [--] engagements


"@paras_biotech $mgnx missing"  
[X Link](https://x.com/riceforthought/status/1941564098640216218)  2025-07-05T18:25Z [---] followers, [---] engagements


"@kingkang80 https://advisor.morganstanley.com/john.howard/documents/field/j/jo/john-howard/The_Humanoid_100_-_Mapping_the_Humanoid_Robot_Value_Chain.pdf https://advisor.morganstanley.com/john.howard/documents/field/j/jo/john-howard/The_Humanoid_100_-_Mapping_the_Humanoid_Robot_Value_Chain.pdf"  
[X Link](https://x.com/riceforthought/status/1941717020560830915)  2025-07-06T04:33Z [---] followers, [--] engagements


"Cramer is a BEAR on DigitalBridge $DBRG https://youtu.be/sFH8WrLLX-gt=150 https://youtu.be/sFH8WrLLX-gt=150"  
[X Link](https://x.com/riceforthought/status/1942760229952970868)  2025-07-09T01:38Z [---] followers, [----] engagements


"Effective Tariff Rate TBD. Korea and Japan subject to baseline 25% tariff as of Aug [--]. Europe may be excused from Aug [--] tariffs() #tariff #section232"  
[X Link](https://x.com/riceforthought/status/1942820027742445777)  2025-07-09T05:36Z [---] followers, [--] engagements


"Trump puts 35% tariff on Canada eyes 15%-20% tariffs for others PANICANS hardest hit. https://t.co/3GfUx0y2Ae PANICANS hardest hit. https://t.co/3GfUx0y2Ae"  
[X Link](https://x.com/riceforthought/status/1943475556349341939)  2025-07-11T01:00Z [---] followers, [---] engagements


"@EventDrivenEddy @taobanker Oh Edward got blown up on this KLG short"  
[X Link](https://x.com/riceforthought/status/1944831740025196798)  2025-07-14T18:49Z [---] followers, [--] engagements


"Albertsons $ACI Calling out GLP-1 very strong and contributed to half of their Q1 pharmacy comp (+20%) in Q4 ACIs pharmacy comp was +18% and had said of course its contributing to our growth but not the sole increase we have #ozempic #semaglutide #obesity #GLP1"  
[X Link](https://x.com/riceforthought/status/1945331204372488498)  2025-07-16T03:54Z [---] followers, [--] engagements


"@checks_inc It was all ChatGPT with the prompting. AI is the future"  
[X Link](https://x.com/riceforthought/status/1945339614019117238)  2025-07-16T04:28Z [---] followers, [--] engagements


"As we prep for #JacksonHole next week the Fed cut case getting weaker. We will see how Powell threads the needle between two-sided risk. 🔥 Inflation firming (core CPI +0.3% PCE 2.9% UMich 5-10yr exp 3.9%) 📈 Growth tracking stronger (GDP +1.5% spending +0.3% claims down)"  
[X Link](https://x.com/riceforthought/status/1956768786251747646)  2025-08-16T17:23Z [---] followers, [--] engagements


"All eyes on Powell ahead of Jackson Hole today the rate implied probability of a -25bps cut has gone from 60% mid-July to 100% mid-Aug and 75% today. Its unlikely Powell provides a Sept steer given recent data volatility and the fact hell want to preserve policy optionality"  
[X Link](https://x.com/riceforthought/status/1958785843713232912)  2025-08-22T06:58Z [---] followers, [--] engagements


"Pros Holdings to be acquired by Thoma Bravo for $23.25 per share in cash $PRO"  
[X Link](https://x.com/riceforthought/status/1970364745577578538)  2025-09-23T05:48Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing