#  @ryu_tay AT AT posts on X about stocks, money, market, $pme the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1306969060865794048/interactions)  - [--] Week [------] -29% - [--] Month [-------] +175% - [--] Months [-------] +39% - [--] Year [---------] +121% ### Mentions: [--] [#](/creator/twitter::1306969060865794048/posts_active)  - [--] Week [---] -0.90% - [--] Month [---] +72% - [--] Months [-----] +4.80% - [--] Year [-----] +67% ### Followers: [-----] [#](/creator/twitter::1306969060865794048/followers)  - [--] Week [-----] +0.40% - [--] Month [-----] +3.70% - [--] Months [-----] +25% - [--] Year [-----] +79% ### CreatorRank: [---------] [#](/creator/twitter::1306969060865794048/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 30.28% [stocks](/list/stocks) 11.93% [cryptocurrencies](/list/cryptocurrencies) 9.17% [technology brands](/list/technology-brands) 4.59% [automotive brands](/list/automotive-brands) 2.75% [financial services](/list/financial-services) #1118 [countries](/list/countries) 0.92% [exchanges](/list/exchanges) 0.92% [agencies](/list/agencies) 0.92% **Social topic influence** [stocks](/topic/stocks) #5009, [money](/topic/money) 6.42%, [market](/topic/market) #2832, [$pme](/topic/$pme) #7, [in the](/topic/in-the) 5.5%, [ai](/topic/ai) 5.5%, [$gqg](/topic/$gqg) #2, [closed](/topic/closed) #1866, [flow](/topic/flow) 2.75%, [the first](/topic/the-first) 2.75% **Top accounts mentioned or mentioned by** [@rhysdiab](/creator/undefined) [@ronshamgar](/creator/undefined) [@galumay](/creator/undefined) [@markgardn](/creator/undefined) [@nobody_but_m3](/creator/undefined) [@fnarena](/creator/undefined) [@fintegrate](/creator/undefined) [@nobodybutm3](/creator/undefined) [@stardestr0yer](/creator/undefined) [@eddylight95](/creator/undefined) [@johnwickpencil](/creator/undefined) [@k311126](/creator/undefined) [@zhanginu](/creator/undefined) [@mrmomand](/creator/undefined) [@ausnotes](/creator/undefined) [@mondyinvest](/creator/undefined) [@au_shareplicity](/creator/undefined) [@igordownunder](/creator/undefined) [@blackswan2023](/creator/undefined) [@geko1515](/creator/undefined) **Top assets mentioned** [Pulsechain (PLS)](/topic/$pls) [Honda Motor Co., Ltd. (HMC)](/topic/$hmc) [Minswap (MIN)](/topic/$min) [ResMed Inc. (RMD)](/topic/$rmd) [myDID (SYL)](/topic/$syl) [PetroDollar (XPD)](/topic/$xpd) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Newmont Corporation (NEM)](/topic/$nem) [IBM (IBM)](/topic/ibm) [SPINDLE (SPD)](/topic/$spd) [TPG Inc. (TPG)](/topic/$tpg) [CargoX (CXO)](/topic/$cxo) [Wise (WISE)](/topic/$wise) [Life360, Inc (LIF)](/topic/$lif) ### Top Social Posts Top posts by engagements in the last [--] hours "That was a tough tough month of January😵💫 - not in the sense of huge drawdown but more in a swift narrow sector rotations of money flow every freakin single day For weeks or months growth names continued to get sold off anything that has growth attributes - sell sell sell. Anything that has no earnings good story low price point speculative - buy buy buy. It worked for most of the month until. today post mid day the rug pull wrecked in out of nowhere🤮 Thought i did pretty okay throughout the month hanging there. only to get wrecked on the last trading day 😵Gee sus. And surprisingly growth" [X Link](https://x.com/ryu_tay/status/2017145763034538309) 2026-01-30T08:00Z [----] followers, [----] engagements "🤷🏻♂ The P/E of Software & IT services has fallen sharply.with the valuation premium having collapsed to postGFC lows GS https://t.co/lbDEMvn4C5 The P/E of Software & IT services has fallen sharply.with the valuation premium having collapsed to postGFC lows GS https://t.co/lbDEMvn4C5" [X Link](https://x.com/ryu_tay/status/2019743485809631451) 2026-02-06T12:02Z [----] followers, [---] engagements "$XRF Looking great @b_richo_" [X Link](https://x.com/ryu_tay/status/1938510719307419762) 2025-06-27T08:12Z [----] followers, [---] engagements "Two income stocks doing the magic lately @rhysdiab $GQG $HMC @ryu_tay Thank you for buying $GQG its working so far Can you also buy $HMC 😂 https://t.co/pTK8TjP1rJ @ryu_tay Thank you for buying $GQG its working so far Can you also buy $HMC 😂 https://t.co/pTK8TjP1rJ" [X Link](https://x.com/ryu_tay/status/1993822882309501253) 2025-11-26T23:23Z [----] followers, [----] engagements "What a November😵We had the worst sell off in a few years in growth stocks for like [--] [--] weeks and then had the mother of all rally comeback in last week alone. At one point i think i was down -12%🤢but thankfully managed storm back into flat last five sessions. Portfolio closed down -1.34% in Nov out beat the index by 1.34% thanks to aggressive scaling in a few new positions. Top Contributors: PLS HMC GQG SKS SYL RMS MEK CAT PMT SLC Top Detractors (You name it - growth wreck🤮): TNE CDA KYP EOL CCL QOR ZIP REA GMG 1M: -1.34% 3M: +4% 6M: +15.79% 1Y: +13.73% 2Y: +22.59% The biggest lesson out" [X Link](https://x.com/ryu_tay/status/1994651221097898158) 2025-11-29T06:14Z [----] followers, [----] engagements "Seems like another great acquisition $SYL $SYL.ax $SYL MD founder Joey B taking you under the many layers that give Symal its MOAT Defs worth a listen 🔥 https://t.co/9ODiWlYSyj $SYL MD founder Joey B taking you under the many layers that give Symal its MOAT Defs worth a listen 🔥 https://t.co/9ODiWlYSyj" [X Link](https://x.com/ryu_tay/status/2001772565971505459) 2025-12-18T21:52Z [----] followers, [----] engagements "@SayNoToTrading @fintegrate" [X Link](https://x.com/ryu_tay/status/2013011351179088147) 2026-01-18T22:11Z [----] followers, [---] engagements "Macquarie downgraded $GQG to Neutral - $1.65 PT "With fund performance likely to remain below benchmarks cutting FY27 EPS forecast by -8% though FY25-26 saw small increases on base management fee lifts" @FNarena" [X Link](https://x.com/ryu_tay/status/2013414767625654309) 2026-01-20T00:54Z [----] followers, [---] engagements "Hopefully it passes the market test $IKE $IKE.ax" [X Link](https://x.com/ryu_tay/status/2016613601042452556) 2026-01-28T20:45Z [----] followers, [---] engagements "Great stuff 👇👇👇 https://youtu.be/FcKFDrO0z0Y https://youtu.be/FcKFDrO0z0Y" [X Link](https://x.com/ryu_tay/status/2017138013571338428) 2026-01-30T07:29Z [----] followers, [----] engagements "It was always going to come 🤷🏻♂ 📉SPOT PALLADIUM EXTENDS LOSSES LAST DOWN 10% AT $1801.50/OZ $XPD $XPDUSD $XPT $XPTUSD https://t.co/T1MzuuXn0x https://t.co/DBBBtY5zTV 📉SPOT PALLADIUM EXTENDS LOSSES LAST DOWN 10% AT $1801.50/OZ $XPD $XPDUSD $XPT $XPTUSD https://t.co/T1MzuuXn0x https://t.co/DBBBtY5zTV" [X Link](https://x.com/ryu_tay/status/2017161584284783088) 2026-01-30T09:02Z [----] followers, [---] engagements "What's more disappointing than the resources carnage is growth names continue to hit new low. 😵 Money fleeing into CBA Telstra Coal" [X Link](https://x.com/ryu_tay/status/2018151013430280651) 2026-02-02T02:34Z [----] followers, [----] engagements "Anyone brave enough to buy any dip" [X Link](https://x.com/ryu_tay/status/2018845088970064125) 2026-02-04T00:32Z [----] followers, [----] engagements "Been in dilemma lately what to do with my EOL apparently still my largest holding despite the re-rating. I don't see how it could survive the reporting day without being sold off with any piece of excuse - Miss -50% Beat may be -20% Fully exit Well it felt like breaking out with my first love. but she did nothing wrong😅 Any advice from all the market experts out there 🤣" [X Link](https://x.com/ryu_tay/status/2019002483444715564) 2026-02-04T10:57Z [----] followers, [----] engagements "@RonShamgar Are you still watching KYP or still staying clear I mean 75m ev now 🤷🏻♂" [X Link](https://x.com/ryu_tay/status/2019175063287902257) 2026-02-04T22:23Z [----] followers, [---] engagements "@RonShamgar" [X Link](https://x.com/ryu_tay/status/2019178672478122414) 2026-02-04T22:38Z [----] followers, [---] engagements "@Filapek c'mon rudi Gemini" [X Link](https://x.com/ryu_tay/status/2019188385110454629) 2026-02-04T23:16Z [----] followers, [---] engagements "@zhanginu still early i guess. lol" [X Link](https://x.com/ryu_tay/status/2019191631782830307) 2026-02-04T23:29Z [----] followers, [---] engagements "@fintegrate I still think REA has its moat. the brand power and. the aussie habit. It's basically weekend hobby for aussies to refresh the listings/ app. It just needs a proper valuation reset and further investments into its AI tool and data (they own a lot of data)" [X Link](https://x.com/ryu_tay/status/2019196578649788889) 2026-02-04T23:49Z [----] followers, [---] engagements "@rhysdiab r u still not keen on aussie names till date" [X Link](https://x.com/ryu_tay/status/2019205380631646248) 2026-02-05T00:24Z [----] followers, [--] engagements "Did not expect to be this bad market day. Judging by the volatility and sentiment is bear market on the horizon for [----]. 😵💫" [X Link](https://x.com/ryu_tay/status/2019278252905513286) 2026-02-05T05:13Z [----] followers, [----] engagements "@The_scanner_man" [X Link](https://x.com/ryu_tay/status/2019325339344990531) 2026-02-05T08:20Z [----] followers, [---] engagements "Everybody talking about housing does anyone know if this includes shares Would be crazy if it does. What would be the point to invest in asx if it goes ahead 🤷🏻♂ The government is apparently looking at rolling back the 50% CGT discount. Fine - I think indexation is better. But a reduction to 25% is worse than either *and* would do almost bugger-all for housing affordability IMO. I wrote about it. Link in thread. https://t.co/Xo4wHXNqYQ The government is apparently looking at rolling back the 50% CGT discount. Fine - I think indexation is better. But a reduction to 25% is worse than either" [X Link](https://x.com/ryu_tay/status/2019390340869066932) 2026-02-05T12:39Z [----] followers, [----] engagements "Small caps $XSO absolutely smashed in the last two weeks. Commodities futures all rolling over too gonna be a blood path again tmr 🤦🏻♂💩" [X Link](https://x.com/ryu_tay/status/2019402237932658781) 2026-02-05T13:26Z [----] followers, [---] engagements "No AI no energy no metals no commodities. Sell everything 🤷🏻♂ Uranium absolutely torched 📉🤯👀 https://t.co/PkHiUCEKFa Uranium absolutely torched 📉🤯👀 https://t.co/PkHiUCEKFa" [X Link](https://x.com/ryu_tay/status/2019496896952430701) 2026-02-05T19:42Z [----] followers, [----] engagements "@rhysdiab Interesting CSU holding up" [X Link](https://x.com/ryu_tay/status/2019499212799635774) 2026-02-05T19:51Z [----] followers, [--] engagements "@OwenRask Still adding WTC" [X Link](https://x.com/ryu_tay/status/2019513643080327408) 2026-02-05T20:49Z [----] followers, [---] engagements "Every ceo is coming out to clear the noise. Unfortunately we are in the dead until proven situation. Atlassian $TEAM stock -8% in AH market as FCF slumped 51% in Q2 raised FY26 revenue growth guidance to 22% stock -69% in [--] months CEO Cannon-Brookes says software not dead we're "building f_cking great business" https://t.co/BsGbEhnFG8 Atlassian $TEAM stock -8% in AH market as FCF slumped 51% in Q2 raised FY26 revenue growth guidance to 22% stock -69% in [--] months CEO Cannon-Brookes says software not dead we're "building f_cking great business" https://t.co/BsGbEhnFG8" [X Link](https://x.com/ryu_tay/status/2019532094712733934) 2026-02-05T22:02Z [----] followers, [---] engagements "@rhysdiab thought u been smashing it out like Rajiv lately" [X Link](https://x.com/ryu_tay/status/2019533680784601549) 2026-02-05T22:08Z [----] followers, [--] engagements "$NEM is a Buy" [X Link](https://x.com/ryu_tay/status/2019597850011931013) 2026-02-06T02:23Z [----] followers, [----] engagements "So with all these digital services getting disrupted is real world services now the place to be Mining services Infrastructure Transport What else" [X Link](https://x.com/ryu_tay/status/2019614780127055889) 2026-02-06T03:31Z [----] followers, [---] engagements "Worst day in five years I could recall worse than Lib day worse than Covid. 🤦🏻♂ As usual asx panic to the max as the rest of Asian indices buying the dip. Nowhere to hide across the board. We never caught up with the boom but we are the worst hit as global funds cashed out on Australia - rate rise CGT noise BHP smacked overnight Gold pulling back REA result Friday afternoon Oh well 🤷🏻♂💩 #HAGW #HUGS" [X Link](https://x.com/ryu_tay/status/2019661192185471226) 2026-02-06T06:35Z [----] followers, [----] engagements "@michaelfrazis So the race is to the downside before year end then" [X Link](https://x.com/ryu_tay/status/2019709111152279708) 2026-02-06T09:45Z [----] followers, [---] engagements "@MrMomand So are other indices: TAIEX has TSMC at 50% KOSPI has Samsung at 30% Hang Seng has Baba Tencent 25% We having a tech sell off and their indices holding up way better 🤷🏻♂" [X Link](https://x.com/ryu_tay/status/2019716115950342373) 2026-02-06T10:13Z [----] followers, [--] engagements "@Nobody_But_M3 @RonShamgar Local info tech sector is prob worse" [X Link](https://x.com/ryu_tay/status/2019736083806961814) 2026-02-06T11:33Z [----] followers, [--] engagements "Oh dear Rajiv giving warnings 😥" [X Link](https://x.com/ryu_tay/status/2019819862814781488) 2026-02-06T17:05Z [----] followers, [---] engagements "we believe investors are not adequately pricing in the risk of disruption. Googles dominance in search is being challenged by AI advancements like ChatGPT while softwares once-sticky dynamics are facing erosion as seen in Adobes sharp de-rating from 50x to 15x earnings per share (EPS) despite robust earnings growth. These shifts highlight how quickly market narratives can unravel. https://twitter.com/i/web/status/2019821807554163033 https://twitter.com/i/web/status/2019821807554163033" [X Link](https://x.com/ryu_tay/status/2019821807554163033) 2026-02-06T17:13Z [----] followers, [---] engagements "IBMs comments near the peak of the dotcom bubble capture the prevailing sentiment: The internet revolution has arrived. With stunning speed it has swept all of us into a new kind of economy and a new kind of society. Its the first question I get from any IBM customer in almost any part of the world: What must I do to survive and win in this new worldIt was a tidal wave sweeping everything before it. We believe this sounds like AI today. https://twitter.com/i/web/status/2019822611392524512 https://twitter.com/i/web/status/2019822611392524512" [X Link](https://x.com/ryu_tay/status/2019822611392524512) 2026-02-06T17:16Z [----] followers, [--] engagements "As far as I have read this includes across all assets so meaning shares as well. This is only going to increase volatility in the already tight liquidity asx market. Super frustrating. Everybody will just become so short term focused punters whats the point of investing for long term when you still get taken away 47% of all your profits holding for years https://twitter.com/i/web/status/2020121238392475908 https://twitter.com/i/web/status/2020121238392475908" [X Link](https://x.com/ryu_tay/status/2020121238392475908) 2026-02-07T13:03Z [----] followers, [---] engagements "They should encourage share investing so money could flow out from properties flipping to long term share investing (eg if hold over [--] years no tax etc). Hk SG Msia NZ etc dont even have cgt on shares. We already cope with thin liquidity and high volatility most of the year yet we get treated same as properties flippers. https://twitter.com/i/web/status/2020308606563090811 https://twitter.com/i/web/status/2020308606563090811" [X Link](https://x.com/ryu_tay/status/2020308606563090811) 2026-02-08T01:28Z [----] followers, [--] engagements "Ok there goes our hopeful bounce tmr 🤷🏻♂" [X Link](https://x.com/ryu_tay/status/2020425226518233472) 2026-02-08T09:11Z [----] followers, [---] engagements "@StarDestr0yer @RonShamgar Well I have a small section for shitcos they what kept me afloat last few months 🤣" [X Link](https://x.com/ryu_tay/status/2020724783483404599) 2026-02-09T05:01Z [----] followers, [--] engagements "Gee looks like this time is real 😅 BREAKING: US stocks extend gains to a new high of the day with the Nasdaq [---] now up +1%. The S&P [---] is now [--] points away from a record high. https://t.co/UoBfbgDQtx BREAKING: US stocks extend gains to a new high of the day with the Nasdaq [---] now up +1%. The S&P [---] is now [--] points away from a record high. https://t.co/UoBfbgDQtx" [X Link](https://x.com/ryu_tay/status/2020972758759506405) 2026-02-09T21:27Z [----] followers, [---] engagements "Yesterday's SaaS today's insurance brokers lol. Who's next Forget SaaSPocalypse. its BrokePocalypse now for insurance brokers All because Insurify by ChatGPT can compare auto insurance for you Which is what Compare the market and Iselect and others do 🤣🤣 The market is so dumb its hilarious to watch 🤣🤣🤣🤣 (Not held) https://t.co/F2vRnFxd6w Forget SaaSPocalypse. its BrokePocalypse now for insurance brokers All because Insurify by ChatGPT can compare auto insurance for you Which is what Compare the market and Iselect and others do 🤣🤣 The market is so dumb its hilarious to watch 🤣🤣🤣🤣" [X Link](https://x.com/ryu_tay/status/2021016164181389778) 2026-02-10T00:19Z [----] followers, [----] engagements "Share price closed down -5% before the news released. Interesting to see how market reacts tmr on result. Might be a pop on ceo leaving despite bad result who knows" [X Link](https://x.com/ryu_tay/status/2021111540817199223) 2026-02-10T06:38Z [----] followers, [----] engagements "Surprised how well my little spec $EIQ is holding up in the last few weeks" [X Link](https://x.com/ryu_tay/status/1899390974033563795) 2025-03-11T09:24Z [----] followers, [---] engagements "Okay not the end of world for $EIQ but this Dane needs an eyebrow raise" [X Link](https://x.com/ryu_tay/status/1924689810188632225) 2025-05-20T04:53Z [----] followers, [---] engagements "A few dogs riding out from ashes $WTC $GQG $HMC" [X Link](https://x.com/ryu_tay/status/1994199759985258685) 2025-11-28T00:20Z [----] followers, [----] engagements "Bell Porter: "CAR Group $CAR.ax is trading around two-year lows at a P/E of 28x despite a defined product rollout map to drive value from its market-leading networks in its large addressable markets which includes C2C payments pay-per lead model regional expansion and scope to develop market-based legacy advertising practices underpinning a steady growth profile in our forecast EPS through FY26e-FY28e." Buy Price Target $42.20 https://twitter.com/i/web/status/2002147035638850044 https://twitter.com/i/web/status/2002147035638850044" [X Link](https://x.com/ryu_tay/status/2002147035638850044) 2025-12-19T22:40Z [----] followers, [---] engagements "@markgardn @mpcmarkets @jtrader8000 @ausbiztv @eddylight95 @FNArena Merry Christmas to you & MPC too Its been a rough and wild year but we all ride it through 🤷🏻♂🎄 May [----] be another fun year 👏✌" [X Link](https://x.com/ryu_tay/status/2003672059759784103) 2025-12-24T03:40Z [----] followers, [---] engagements "$SPD $POD #palladium" [X Link](https://x.com/ryu_tay/status/2009580459525849171) 2026-01-09T10:58Z [----] followers, [---] engagements "Seriously don't know why an almost an $8b company still has such a crappy website with 90s like interface 😑 $TPG $TPG.ax" [X Link](https://x.com/ryu_tay/status/2012373403655635007) 2026-01-17T03:56Z [----] followers, [---] engagements "We continue to forecast relatively short price cycles for spodumene with the assumed supply side response expected to see prices retreat below US$2000 per tonne during [----] before climbing again in [----] $PLS $MIN $CXO $LTR https://www.afr.com/companies/mining/lithium-rebound-fuels-hope-for-mothballed-mines-revival-20260116-p5nujp https://www.afr.com/companies/mining/lithium-rebound-fuels-hope-for-mothballed-mines-revival-20260116-p5nujp" [X Link](https://x.com/ryu_tay/status/2012731438479688181) 2026-01-18T03:39Z [----] followers, [----] engagements "$WISE the only green in UK thanks to its beating results Blood path across EU XJO futures down -0.5% https://t.co/5u4bVfTaJm Blood path across EU XJO futures down -0.5% https://t.co/5u4bVfTaJm" [X Link](https://x.com/ryu_tay/status/2013553308833612227) 2026-01-20T10:04Z [----] followers, [----] engagements "The challenge for investors is weighing $CAR.ax's long history as a high-quality biz against an unproven but evolving threat. Everyone will come to their own conclusion. Ours is that the fear of disruption sells Car's advantages short. https://www.intelligentinvestor.com.au/recommendations/car-group-the-wait-is-over/155059 https://www.intelligentinvestor.com.au/recommendations/car-group-the-wait-is-over/155059" [X Link](https://x.com/ryu_tay/status/2013867850805477757) 2026-01-21T06:54Z [----] followers, [---] engagements "Bell Porter: "Life360 #360 $LIF 4Q25 update beat forecasts: MAU 95.8m (vs 93.5m est) Paying Circles 2.83m revenue guided to US$486489m (above prior). FY26 MAU growth seen at 20% to 115m users. Buy retained; " PT: $45.00 @FNArena" [X Link](https://x.com/ryu_tay/status/2015930304410878352) 2026-01-26T23:30Z [----] followers, [---] engagements "Finally Woo hoo 👏 ASX seems holding up ok so far RBA raises rates by 25bp to 3.85%. Todays policy decision was unanimous. https://t.co/8submGOs8c RBA raises rates by 25bp to 3.85%. Todays policy decision was unanimous. https://t.co/8submGOs8c" [X Link](https://x.com/ryu_tay/status/2018528592691655141) 2026-02-03T03:34Z [----] followers, [----] engagements "@RonShamgar it doesn't matter asx punters will flee into it as safe haven" [X Link](https://x.com/ryu_tay/status/2018818036405527026) 2026-02-03T22:45Z [----] followers, [---] engagements "Imagine if you have panic sold out resources last week" [X Link](https://x.com/ryu_tay/status/2018829100442628466) 2026-02-03T23:29Z [----] followers, [----] engagements "Nowhere to run nowhere to hide Today even values get smashed Seems like investors just want to get out at all costs Anyone bought/ sold anything" [X Link](https://x.com/ryu_tay/status/2019592628682318023) 2026-02-06T02:02Z [----] followers, [----] engagements "Some hedging on Monday wouldnt be that mad 🤔" [X Link](https://x.com/ryu_tay/status/2020364110437970140) 2026-02-08T05:08Z [----] followers, [---] engagements "@Nobody_But_M3 @rhysdiab Finally they got some sense" [X Link](https://x.com/ryu_tay/status/2021712602800558139) 2026-02-11T22:27Z [----] followers, [--] engagements "@Nobody_But_M3 @rhysdiab Would this push more money to share market i wonder" [X Link](https://x.com/ryu_tay/status/2021712925531287736) 2026-02-11T22:28Z [----] followers, [---] engagements "@JohnWickPencil sell first chat later" [X Link](https://x.com/ryu_tay/status/2022095371590414455) 2026-02-12T23:47Z [----] followers, [--] engagements "Only [--] stocks in All Ords are green" [X Link](https://x.com/ryu_tay/status/2019559266630398221) 2026-02-05T23:50Z [----] followers, [----] engagements "Insane market. 😵I knew there will be a bounce but did not expect to see such a strong bounce - although tech is relatively weak. Fund flow still going into precious metals mostly. Tonight's US close will be the key to determine if this is a DCB 🐈or real 🚀. Was going to add some short NDQ but the extreme of this bounce seems a bit. hopeful 🤞🙏 https://twitter.com/i/web/status/2020728613969285395 https://twitter.com/i/web/status/2020728613969285395" [X Link](https://x.com/ryu_tay/status/2020728613969285395) 2026-02-09T05:16Z [----] followers, [---] engagements "Our tech index RSI has fallen to level not seen since. [----] 😅" [X Link](https://x.com/ryu_tay/status/2022208856697495558) 2026-02-13T07:18Z [----] followers, [----] engagements "@markgardn May be when that happens money will finally come out of commodities back into tech" [X Link](https://x.com/ryu_tay/status/2022563851187949672) 2026-02-14T06:49Z [----] followers, [--] engagements "Tech & Metals Shorts "The sellers are getting exhausted" The sellers: https://t.co/Na3wXVhx78 "The sellers are getting exhausted" The sellers: https://t.co/Na3wXVhx78" [X Link](https://x.com/ryu_tay/status/2019540633128751443) 2026-02-05T22:36Z [----] followers, [----] engagements "$PME $10m investment into #4DX [--] months ago is now worth $150m+ 🫨" [X Link](https://x.com/ryu_tay/status/2021712351893106696) 2026-02-11T22:26Z [----] followers, [----] engagements "Another day index up 0.5% thanks to BHP ANZ while the rest falters off - 1/5 of stocks in green" [X Link](https://x.com/ryu_tay/status/2021727693658874116) 2026-02-11T23:26Z [----] followers, [---] engagements "When you're so used to these brutal sell off week by week is it a sign we getting close there" [X Link](https://x.com/ryu_tay/status/2022180529622462697) 2026-02-13T05:26Z [----] followers, [---] engagements "#WA1 $ARU $HAS $LYC $ARR $LKY $BRE https://www.afr.com/politics/federal/albanese-told-to-move-faster-on-critical-minerals-stockpile-20251012-p5n1uh https://www.afr.com/politics/federal/albanese-told-to-move-faster-on-critical-minerals-stockpile-20251012-p5n1uh" [X Link](https://x.com/ryu_tay/status/1977357935241040257) 2025-10-12T12:57Z [----] followers, [---] engagements "Sammy & Anthony bought another $500k each $PME $PME.ax Sam bought up half a million at $221 $PME https://t.co/RNqKpJiRUW Sam bought up half a million at $221 $PME https://t.co/RNqKpJiRUW" [X Link](https://x.com/ryu_tay/status/2003218014733500448) 2025-12-22T21:36Z [----] followers, [----] engagements "Think we going thru [----] playbook again where anything unprofitable (in NPAT terms) high debt will get sold off. Next to watch: ZIP CAT AD8 SDR NXL. wat else" [X Link](https://x.com/ryu_tay/status/2013425164881666261) 2026-01-20T01:35Z [----] followers, [----] engagements "Citi: "A&NZ healthcare stocks underperformed in [----] due to stock-specific issues rather than sector weakness with [----] again expected to be driven by company-level narratives. $TLX and $RMD named top picks; Neutral on most services names; $SON downgraded on risk of 1H26 underperformance. $PME seen as best-in-class with AI upside optionality. Buy retained TP $350." @FNArena https://twitter.com/i/web/status/2015931458108756000 https://twitter.com/i/web/status/2015931458108756000" [X Link](https://x.com/ryu_tay/status/2015931458108756000) 2026-01-26T23:34Z [----] followers, [---] engagements "Macquarie upgrades Pro Medicus $PME to Outperform (from Neutral) seeing recent share price weakness as temporary as US feedback points to near-term market share gains and strengthening AI capability in Visage. FY26 YTD: [--] contracts worth A$280m. Assumes 30% market share by FY40. EPS +1% FY26 +3% FY27. TP cut 9% to $291.30 (DCF outer-year changes). https://twitter.com/i/web/status/2015932046997389602 https://twitter.com/i/web/status/2015932046997389602" [X Link](https://x.com/ryu_tay/status/2015932046997389602) 2026-01-26T23:37Z [----] followers, [---] engagements ""For all its qualities and ambition 4DMedical is no Pro Medicus $PME. The latter's Visage system is sold on multi-year enterprise-wide software licences with locked-in revenue for up to a decade. A business built around one unusually generous reimbursement code can look like a ticket to print money . until the Government turns off the taps." https://www.intelligentinvestor.com.au/investment-news/4dmedical-pro-medicus-hold-my-beer/155074 https://www.intelligentinvestor.com.au/investment-news/4dmedical-pro-medicus-hold-my-beer/155074" [X Link](https://x.com/ryu_tay/status/2017571393890570451) 2026-01-31T12:11Z [----] followers, [---] engagements "So we did not rise like $Kospi but we fall with them. Surprisingly Asia seems relatively calm. except us of cuz" [X Link](https://x.com/ryu_tay/status/2019623956094021892) 2026-02-06T04:07Z [----] followers, [---] engagements "It wasnt just about growth. The quality metric was what boosted up their multiple expansions. And then Anthropic came out and knocked all that off and whole sector just collapsed 🤷🏻♂ Will take years for market to reprice them up again I think Some will come back up faster while most I doubt can https://twitter.com/i/web/status/2020311656577044930 https://twitter.com/i/web/status/2020311656577044930" [X Link](https://x.com/ryu_tay/status/2020311656577044930) 2026-02-08T01:40Z [----] followers, [--] engagements "Some hopes to the beaten down sector $CAR.ax" [X Link](https://x.com/ryu_tay/status/2020617023840268780) 2026-02-08T21:53Z [----] followers, [---] engagements "Was there a $RMD downgrade overnight Wtf it closed down -4.5% where ex-div is only 6c" [X Link](https://x.com/ryu_tay/status/2021352695563698288) 2026-02-10T22:36Z [----] followers, [---] engagements "Too depressing" [X Link](https://x.com/ryu_tay/status/2021739896520798420) 2026-02-12T00:15Z [----] followers, [----] engagements "I can't believe we are repeating last week sell off except this time asx hits record high because of CBA & BHP ASX hits record https://t.co/bOb6kusfPh ASX hits record https://t.co/bOb6kusfPh" [X Link](https://x.com/ryu_tay/status/2021772110235075067) 2026-02-12T02:23Z [----] followers, [----] engagements "@rhysdiab @RonShamgar based on last week playbook tmr Friday prob will be worse capitulation i guess resources ie. gold might get a rug pull or smth this market is cruel af. Can understand why everyone just piling into the safest boat - CBA" [X Link](https://x.com/ryu_tay/status/2021803618073293100) 2026-02-12T04:28Z [----] followers, [---] engagements "That's the wrap for another cruel day from Mr. Market. Oh well at some point. traders will be rushing into all these oversold names like they can't get enough At some point. (hope i'll still be around. )" [X Link](https://x.com/ryu_tay/status/2021820521801998813) 2026-02-12T05:35Z [----] followers, [----] engagements "Every time $PME drops you see plenty of haters and technical fundamentalist jumping on bandwagon. To be fair FW26 is now down to 85x I dont mind seeing it keep falling may be below 60x would be real nice" [X Link](https://x.com/ryu_tay/status/2021836718224376204) 2026-02-12T06:40Z [----] followers, [----] engagements "Equally in most of our asx names. When you bought $TSLA at $414.50 in [----]. Its trading at $414.50 in [----]. https://t.co/HxjscgZUj5 When you bought $TSLA at $414.50 in [----]. Its trading at $414.50 in [----]. https://t.co/HxjscgZUj5" [X Link](https://x.com/ryu_tay/status/2022234188993491350) 2026-02-13T08:59Z [----] followers, [---] engagements "@galumay well most of us aint smart as you RIcky 😅. Okay i was whinging a bit but anyway" [X Link](https://x.com/ryu_tay/status/2022243919963263363) 2026-02-13T09:38Z [----] followers, [--] engagements "@rhysdiab Really 20x for a monopoly business that leverages on almighty Aussie propadees which CBA being milking on can trade at 35x" [X Link](https://x.com/ryu_tay/status/2022253523258470437) 2026-02-13T10:16Z [----] followers, [---] engagements "About time for Rare Earth to boom $VML https://www.afr.com/companies/mining/lynas-takes-charge-of-shipping-amid-rare-earths-boom-20220119-p59pik https://www.afr.com/companies/mining/lynas-takes-charge-of-shipping-amid-rare-earths-boom-20220119-p59pik" [X Link](https://x.com/anyuser/status/1483689779284037632) 2022-01-19T06:36Z [----] followers, [--] engagements "@Dimitrios_1963 @KarenWongAU Its the complete opposite if you start talking about property investment" [X Link](https://x.com/anyuser/status/1523111270454816768) 2022-05-08T01:23Z [----] followers, [--] engagements "We shall bounce tmr $PLS $PLS.AX" [X Link](https://x.com/anyuser/status/1683401789352321025) 2023-07-24T09:00Z [----] followers, [----] engagements "$PLS $PLS.AX" [X Link](https://x.com/anyuser/status/1730429654807535720) 2023-12-01T03:32Z [----] followers, [----] engagements "oh wow finally Please sell more "Stanmore Resources Indonesian backer in $167m selldown" $SMR $SMR.AX https://www.afr.com/street-talk/stanmore-resources-largest-shareholder-sells-down-167m-20231201-p5eofu https://www.afr.com/street-talk/stanmore-resources-largest-shareholder-sells-down-167m-20231201-p5eofu" [X Link](https://x.com/anyuser/status/1731144048688460025) 2023-12-03T02:51Z [----] followers, [----] engagements "🚨 Billionaire precious metals investor Eric Sprott has taken a 6.7% stake in $RCM $RCM.ax buying 53m shares @ 3.5c (with 61m more pending). 🔥 Known as the Silver Kingpin Sprotts backing is a game-changer funding secured + global silver eyes now on Rapid Critical Metals" [X Link](https://x.com/anyuser/status/1971353157361074371) 2025-09-25T23:16Z [----] followers, [----] engagements "Alright finally got some time to look back at my CY performance. What a ride [----] has been JanFeb: Volatile poor market breadth MarApr: Volatile growth stocks crashed MaySep: Best run ever everything rallied OctDec: Tech and growth stocks sold off hard with money rotating into resources and specs Portfolio closed the year at +18.27% Biggest winners: PLS EOL CDA RMS SYL LKY AYA GQG CAT OCC SKS RUL EDU DUG Biggest losers: TNE PME REA WTC ERD ZIP TLX XRO AD8 Key lesson this year: be more active. Dont be afraid to take profits. Never underestimate the impact of macro. Unfortunately ASX liquidity" [X Link](https://x.com/anyuser/status/2006775679774535916) 2026-01-01T17:13Z [----] followers, [----] engagements "Some thoughts from Gem on the SaaSpocalypse locally. $WTC $PME appear to be the strongest moat $EOL comes next Classified ones are in grey zone Surprisingly $OCL and $XRO are in muddy water" [X Link](https://x.com/ryu_tay/status/2019160402974888415) 2026-02-04T21:25Z [----] followers, [----] engagements "So next one down -20% $WTC $WTC.AX Past 3+ months broker trading activity shows why retail investors struggle. While institutions exit aggressively (Macquarie Goldman JP Morgan Citigroup - 65% of selling) retail brokers led by CommSec (30%) absorb shares. Retail endures the pain then buys at https://t.co/oH7f71MDeP $WTC $WTC.AX Past 3+ months broker trading activity shows why retail investors struggle. While institutions exit aggressively (Macquarie Goldman JP Morgan Citigroup - 65% of selling) retail brokers led by CommSec (30%) absorb shares. Retail endures the pain then buys at" [X Link](https://x.com/ryu_tay/status/2021907464573370594) 2026-02-12T11:21Z [----] followers, [---] engagements "😂 Trucking and logistics stocks are swept into the AI anxiety sell-off $IYT -3.2% https://t.co/L0ta9LrhPD Trucking and logistics stocks are swept into the AI anxiety sell-off $IYT -3.2% https://t.co/L0ta9LrhPD" [X Link](https://x.com/ryu_tay/status/2022030654159171913) 2026-02-12T19:30Z [----] followers, [---] engagements "Not a bad result $GQG 98% of revenue is intact as long as their FUM is growing. Market been way too harsh on it 82.5% gross margin 77% operating margin 12%+ dividend yield I think this should outperform today" [X Link](https://x.com/ryu_tay/status/2022067151088300247) 2026-02-12T21:55Z [----] followers, [----] engagements "anyone hit any green stock today" [X Link](https://x.com/ryu_tay/status/2022107330918416645) 2026-02-13T00:35Z [----] followers, [----] engagements "DMX: Kinatico $KYP first half SaaS exit rate growth decelerated from 59% at the end of the first quarter to 41%. This slowdown was attributed to KYP transitioning from selling its legacy compliance offering to its new generation organisational compliance management platform which was launched during the quarter. We would expect growth to re-accelerate in the second half as its marketing ramps up and the new product gets traction. However with KYPs growth momentum interrupted and the market increasingly nervous around software stocks its shares were sold off by 33% during the month. We remain" [X Link](https://x.com/ryu_tay/status/2022199886578336243) 2026-02-13T06:43Z [----] followers, [---] engagements "Something to digest 😮" [X Link](https://x.com/ryu_tay/status/2022565031171469367) 2026-02-14T06:54Z [----] followers, [---] engagements "@galumay U see this happening to software too" [X Link](https://x.com/ryu_tay/status/2022568009299300393) 2026-02-14T07:06Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ryu_tay AT
AT posts on X about stocks, money, market, $pme the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -29%
- [--] Month [-------] +175%
- [--] Months [-------] +39%
- [--] Year [---------] +121%
Mentions: [--] #
- [--] Week [---] -0.90%
- [--] Month [---] +72%
- [--] Months [-----] +4.80%
- [--] Year [-----] +67%
Followers: [-----] #
- [--] Week [-----] +0.40%
- [--] Month [-----] +3.70%
- [--] Months [-----] +25%
- [--] Year [-----] +79%
CreatorRank: [---------] #
Social Influence
Social category influence finance 30.28% stocks 11.93% cryptocurrencies 9.17% technology brands 4.59% automotive brands 2.75% financial services #1118 countries 0.92% exchanges 0.92% agencies 0.92%
Social topic influence stocks #5009, money 6.42%, market #2832, $pme #7, in the 5.5%, ai 5.5%, $gqg #2, closed #1866, flow 2.75%, the first 2.75%
Top accounts mentioned or mentioned by @rhysdiab @ronshamgar @galumay @markgardn @nobody_but_m3 @fnarena @fintegrate @nobodybutm3 @stardestr0yer @eddylight95 @johnwickpencil @k311126 @zhanginu @mrmomand @ausnotes @mondyinvest @au_shareplicity @igordownunder @blackswan2023 @geko1515
Top assets mentioned Pulsechain (PLS) Honda Motor Co., Ltd. (HMC) Minswap (MIN) ResMed Inc. (RMD) myDID (SYL) PetroDollar (XPD) Atlassian Corporation PLC (TEAM) Newmont Corporation (NEM) IBM (IBM) SPINDLE (SPD) TPG Inc. (TPG) CargoX (CXO) Wise (WISE) Life360, Inc (LIF)
Top Social Posts
Top posts by engagements in the last [--] hours
"That was a tough tough month of January😵💫 - not in the sense of huge drawdown but more in a swift narrow sector rotations of money flow every freakin single day For weeks or months growth names continued to get sold off anything that has growth attributes - sell sell sell. Anything that has no earnings good story low price point speculative - buy buy buy. It worked for most of the month until. today post mid day the rug pull wrecked in out of nowhere🤮 Thought i did pretty okay throughout the month hanging there. only to get wrecked on the last trading day 😵Gee sus. And surprisingly growth"
X Link 2026-01-30T08:00Z [----] followers, [----] engagements
"🤷🏻♂ The P/E of Software & IT services has fallen sharply.with the valuation premium having collapsed to postGFC lows GS https://t.co/lbDEMvn4C5 The P/E of Software & IT services has fallen sharply.with the valuation premium having collapsed to postGFC lows GS https://t.co/lbDEMvn4C5"
X Link 2026-02-06T12:02Z [----] followers, [---] engagements
"$XRF Looking great @b_richo_"
X Link 2025-06-27T08:12Z [----] followers, [---] engagements
"Two income stocks doing the magic lately @rhysdiab $GQG $HMC @ryu_tay Thank you for buying $GQG its working so far Can you also buy $HMC 😂 https://t.co/pTK8TjP1rJ @ryu_tay Thank you for buying $GQG its working so far Can you also buy $HMC 😂 https://t.co/pTK8TjP1rJ"
X Link 2025-11-26T23:23Z [----] followers, [----] engagements
"What a November😵We had the worst sell off in a few years in growth stocks for like [--] [--] weeks and then had the mother of all rally comeback in last week alone. At one point i think i was down -12%🤢but thankfully managed storm back into flat last five sessions. Portfolio closed down -1.34% in Nov out beat the index by 1.34% thanks to aggressive scaling in a few new positions. Top Contributors: PLS HMC GQG SKS SYL RMS MEK CAT PMT SLC Top Detractors (You name it - growth wreck🤮): TNE CDA KYP EOL CCL QOR ZIP REA GMG 1M: -1.34% 3M: +4% 6M: +15.79% 1Y: +13.73% 2Y: +22.59% The biggest lesson out"
X Link 2025-11-29T06:14Z [----] followers, [----] engagements
"Seems like another great acquisition $SYL $SYL.ax $SYL MD founder Joey B taking you under the many layers that give Symal its MOAT Defs worth a listen 🔥 https://t.co/9ODiWlYSyj $SYL MD founder Joey B taking you under the many layers that give Symal its MOAT Defs worth a listen 🔥 https://t.co/9ODiWlYSyj"
X Link 2025-12-18T21:52Z [----] followers, [----] engagements
"@SayNoToTrading @fintegrate"
X Link 2026-01-18T22:11Z [----] followers, [---] engagements
"Macquarie downgraded $GQG to Neutral - $1.65 PT "With fund performance likely to remain below benchmarks cutting FY27 EPS forecast by -8% though FY25-26 saw small increases on base management fee lifts" @FNarena"
X Link 2026-01-20T00:54Z [----] followers, [---] engagements
"Hopefully it passes the market test $IKE $IKE.ax"
X Link 2026-01-28T20:45Z [----] followers, [---] engagements
"Great stuff 👇👇👇 https://youtu.be/FcKFDrO0z0Y https://youtu.be/FcKFDrO0z0Y"
X Link 2026-01-30T07:29Z [----] followers, [----] engagements
"It was always going to come 🤷🏻♂ 📉SPOT PALLADIUM EXTENDS LOSSES LAST DOWN 10% AT $1801.50/OZ $XPD $XPDUSD $XPT $XPTUSD https://t.co/T1MzuuXn0x https://t.co/DBBBtY5zTV 📉SPOT PALLADIUM EXTENDS LOSSES LAST DOWN 10% AT $1801.50/OZ $XPD $XPDUSD $XPT $XPTUSD https://t.co/T1MzuuXn0x https://t.co/DBBBtY5zTV"
X Link 2026-01-30T09:02Z [----] followers, [---] engagements
"What's more disappointing than the resources carnage is growth names continue to hit new low. 😵 Money fleeing into CBA Telstra Coal"
X Link 2026-02-02T02:34Z [----] followers, [----] engagements
"Anyone brave enough to buy any dip"
X Link 2026-02-04T00:32Z [----] followers, [----] engagements
"Been in dilemma lately what to do with my EOL apparently still my largest holding despite the re-rating. I don't see how it could survive the reporting day without being sold off with any piece of excuse - Miss -50% Beat may be -20% Fully exit Well it felt like breaking out with my first love. but she did nothing wrong😅 Any advice from all the market experts out there 🤣"
X Link 2026-02-04T10:57Z [----] followers, [----] engagements
"@RonShamgar Are you still watching KYP or still staying clear I mean 75m ev now 🤷🏻♂"
X Link 2026-02-04T22:23Z [----] followers, [---] engagements
"@RonShamgar"
X Link 2026-02-04T22:38Z [----] followers, [---] engagements
"@Filapek c'mon rudi Gemini"
X Link 2026-02-04T23:16Z [----] followers, [---] engagements
"@zhanginu still early i guess. lol"
X Link 2026-02-04T23:29Z [----] followers, [---] engagements
"@fintegrate I still think REA has its moat. the brand power and. the aussie habit. It's basically weekend hobby for aussies to refresh the listings/ app. It just needs a proper valuation reset and further investments into its AI tool and data (they own a lot of data)"
X Link 2026-02-04T23:49Z [----] followers, [---] engagements
"@rhysdiab r u still not keen on aussie names till date"
X Link 2026-02-05T00:24Z [----] followers, [--] engagements
"Did not expect to be this bad market day. Judging by the volatility and sentiment is bear market on the horizon for [----]. 😵💫"
X Link 2026-02-05T05:13Z [----] followers, [----] engagements
"@The_scanner_man"
X Link 2026-02-05T08:20Z [----] followers, [---] engagements
"Everybody talking about housing does anyone know if this includes shares Would be crazy if it does. What would be the point to invest in asx if it goes ahead 🤷🏻♂ The government is apparently looking at rolling back the 50% CGT discount. Fine - I think indexation is better. But a reduction to 25% is worse than either and would do almost bugger-all for housing affordability IMO. I wrote about it. Link in thread. https://t.co/Xo4wHXNqYQ The government is apparently looking at rolling back the 50% CGT discount. Fine - I think indexation is better. But a reduction to 25% is worse than either"
X Link 2026-02-05T12:39Z [----] followers, [----] engagements
"Small caps $XSO absolutely smashed in the last two weeks. Commodities futures all rolling over too gonna be a blood path again tmr 🤦🏻♂💩"
X Link 2026-02-05T13:26Z [----] followers, [---] engagements
"No AI no energy no metals no commodities. Sell everything 🤷🏻♂ Uranium absolutely torched 📉🤯👀 https://t.co/PkHiUCEKFa Uranium absolutely torched 📉🤯👀 https://t.co/PkHiUCEKFa"
X Link 2026-02-05T19:42Z [----] followers, [----] engagements
"@rhysdiab Interesting CSU holding up"
X Link 2026-02-05T19:51Z [----] followers, [--] engagements
"@OwenRask Still adding WTC"
X Link 2026-02-05T20:49Z [----] followers, [---] engagements
"Every ceo is coming out to clear the noise. Unfortunately we are in the dead until proven situation. Atlassian $TEAM stock -8% in AH market as FCF slumped 51% in Q2 raised FY26 revenue growth guidance to 22% stock -69% in [--] months CEO Cannon-Brookes says software not dead we're "building f_cking great business" https://t.co/BsGbEhnFG8 Atlassian $TEAM stock -8% in AH market as FCF slumped 51% in Q2 raised FY26 revenue growth guidance to 22% stock -69% in [--] months CEO Cannon-Brookes says software not dead we're "building f_cking great business" https://t.co/BsGbEhnFG8"
X Link 2026-02-05T22:02Z [----] followers, [---] engagements
"@rhysdiab thought u been smashing it out like Rajiv lately"
X Link 2026-02-05T22:08Z [----] followers, [--] engagements
"$NEM is a Buy"
X Link 2026-02-06T02:23Z [----] followers, [----] engagements
"So with all these digital services getting disrupted is real world services now the place to be Mining services Infrastructure Transport What else"
X Link 2026-02-06T03:31Z [----] followers, [---] engagements
"Worst day in five years I could recall worse than Lib day worse than Covid. 🤦🏻♂ As usual asx panic to the max as the rest of Asian indices buying the dip. Nowhere to hide across the board. We never caught up with the boom but we are the worst hit as global funds cashed out on Australia - rate rise CGT noise BHP smacked overnight Gold pulling back REA result Friday afternoon Oh well 🤷🏻♂💩 #HAGW #HUGS"
X Link 2026-02-06T06:35Z [----] followers, [----] engagements
"@michaelfrazis So the race is to the downside before year end then"
X Link 2026-02-06T09:45Z [----] followers, [---] engagements
"@MrMomand So are other indices: TAIEX has TSMC at 50% KOSPI has Samsung at 30% Hang Seng has Baba Tencent 25% We having a tech sell off and their indices holding up way better 🤷🏻♂"
X Link 2026-02-06T10:13Z [----] followers, [--] engagements
"@Nobody_But_M3 @RonShamgar Local info tech sector is prob worse"
X Link 2026-02-06T11:33Z [----] followers, [--] engagements
"Oh dear Rajiv giving warnings 😥"
X Link 2026-02-06T17:05Z [----] followers, [---] engagements
"we believe investors are not adequately pricing in the risk of disruption. Googles dominance in search is being challenged by AI advancements like ChatGPT while softwares once-sticky dynamics are facing erosion as seen in Adobes sharp de-rating from 50x to 15x earnings per share (EPS) despite robust earnings growth. These shifts highlight how quickly market narratives can unravel. https://twitter.com/i/web/status/2019821807554163033 https://twitter.com/i/web/status/2019821807554163033"
X Link 2026-02-06T17:13Z [----] followers, [---] engagements
"IBMs comments near the peak of the dotcom bubble capture the prevailing sentiment: The internet revolution has arrived. With stunning speed it has swept all of us into a new kind of economy and a new kind of society. Its the first question I get from any IBM customer in almost any part of the world: What must I do to survive and win in this new worldIt was a tidal wave sweeping everything before it. We believe this sounds like AI today. https://twitter.com/i/web/status/2019822611392524512 https://twitter.com/i/web/status/2019822611392524512"
X Link 2026-02-06T17:16Z [----] followers, [--] engagements
"As far as I have read this includes across all assets so meaning shares as well. This is only going to increase volatility in the already tight liquidity asx market. Super frustrating. Everybody will just become so short term focused punters whats the point of investing for long term when you still get taken away 47% of all your profits holding for years https://twitter.com/i/web/status/2020121238392475908 https://twitter.com/i/web/status/2020121238392475908"
X Link 2026-02-07T13:03Z [----] followers, [---] engagements
"They should encourage share investing so money could flow out from properties flipping to long term share investing (eg if hold over [--] years no tax etc). Hk SG Msia NZ etc dont even have cgt on shares. We already cope with thin liquidity and high volatility most of the year yet we get treated same as properties flippers. https://twitter.com/i/web/status/2020308606563090811 https://twitter.com/i/web/status/2020308606563090811"
X Link 2026-02-08T01:28Z [----] followers, [--] engagements
"Ok there goes our hopeful bounce tmr 🤷🏻♂"
X Link 2026-02-08T09:11Z [----] followers, [---] engagements
"@StarDestr0yer @RonShamgar Well I have a small section for shitcos they what kept me afloat last few months 🤣"
X Link 2026-02-09T05:01Z [----] followers, [--] engagements
"Gee looks like this time is real 😅 BREAKING: US stocks extend gains to a new high of the day with the Nasdaq [---] now up +1%. The S&P [---] is now [--] points away from a record high. https://t.co/UoBfbgDQtx BREAKING: US stocks extend gains to a new high of the day with the Nasdaq [---] now up +1%. The S&P [---] is now [--] points away from a record high. https://t.co/UoBfbgDQtx"
X Link 2026-02-09T21:27Z [----] followers, [---] engagements
"Yesterday's SaaS today's insurance brokers lol. Who's next Forget SaaSPocalypse. its BrokePocalypse now for insurance brokers All because Insurify by ChatGPT can compare auto insurance for you Which is what Compare the market and Iselect and others do 🤣🤣 The market is so dumb its hilarious to watch 🤣🤣🤣🤣 (Not held) https://t.co/F2vRnFxd6w Forget SaaSPocalypse. its BrokePocalypse now for insurance brokers All because Insurify by ChatGPT can compare auto insurance for you Which is what Compare the market and Iselect and others do 🤣🤣 The market is so dumb its hilarious to watch 🤣🤣🤣🤣"
X Link 2026-02-10T00:19Z [----] followers, [----] engagements
"Share price closed down -5% before the news released. Interesting to see how market reacts tmr on result. Might be a pop on ceo leaving despite bad result who knows"
X Link 2026-02-10T06:38Z [----] followers, [----] engagements
"Surprised how well my little spec $EIQ is holding up in the last few weeks"
X Link 2025-03-11T09:24Z [----] followers, [---] engagements
"Okay not the end of world for $EIQ but this Dane needs an eyebrow raise"
X Link 2025-05-20T04:53Z [----] followers, [---] engagements
"A few dogs riding out from ashes $WTC $GQG $HMC"
X Link 2025-11-28T00:20Z [----] followers, [----] engagements
"Bell Porter: "CAR Group $CAR.ax is trading around two-year lows at a P/E of 28x despite a defined product rollout map to drive value from its market-leading networks in its large addressable markets which includes C2C payments pay-per lead model regional expansion and scope to develop market-based legacy advertising practices underpinning a steady growth profile in our forecast EPS through FY26e-FY28e." Buy Price Target $42.20 https://twitter.com/i/web/status/2002147035638850044 https://twitter.com/i/web/status/2002147035638850044"
X Link 2025-12-19T22:40Z [----] followers, [---] engagements
"@markgardn @mpcmarkets @jtrader8000 @ausbiztv @eddylight95 @FNArena Merry Christmas to you & MPC too Its been a rough and wild year but we all ride it through 🤷🏻♂🎄 May [----] be another fun year 👏✌"
X Link 2025-12-24T03:40Z [----] followers, [---] engagements
"$SPD $POD #palladium"
X Link 2026-01-09T10:58Z [----] followers, [---] engagements
"Seriously don't know why an almost an $8b company still has such a crappy website with 90s like interface 😑 $TPG $TPG.ax"
X Link 2026-01-17T03:56Z [----] followers, [---] engagements
"We continue to forecast relatively short price cycles for spodumene with the assumed supply side response expected to see prices retreat below US$2000 per tonne during [----] before climbing again in [----] $PLS $MIN $CXO $LTR https://www.afr.com/companies/mining/lithium-rebound-fuels-hope-for-mothballed-mines-revival-20260116-p5nujp https://www.afr.com/companies/mining/lithium-rebound-fuels-hope-for-mothballed-mines-revival-20260116-p5nujp"
X Link 2026-01-18T03:39Z [----] followers, [----] engagements
"$WISE the only green in UK thanks to its beating results Blood path across EU XJO futures down -0.5% https://t.co/5u4bVfTaJm Blood path across EU XJO futures down -0.5% https://t.co/5u4bVfTaJm"
X Link 2026-01-20T10:04Z [----] followers, [----] engagements
"The challenge for investors is weighing $CAR.ax's long history as a high-quality biz against an unproven but evolving threat. Everyone will come to their own conclusion. Ours is that the fear of disruption sells Car's advantages short. https://www.intelligentinvestor.com.au/recommendations/car-group-the-wait-is-over/155059 https://www.intelligentinvestor.com.au/recommendations/car-group-the-wait-is-over/155059"
X Link 2026-01-21T06:54Z [----] followers, [---] engagements
"Bell Porter: "Life360 #360 $LIF 4Q25 update beat forecasts: MAU 95.8m (vs 93.5m est) Paying Circles 2.83m revenue guided to US$486489m (above prior). FY26 MAU growth seen at 20% to 115m users. Buy retained; " PT: $45.00 @FNArena"
X Link 2026-01-26T23:30Z [----] followers, [---] engagements
"Finally Woo hoo 👏 ASX seems holding up ok so far RBA raises rates by 25bp to 3.85%. Todays policy decision was unanimous. https://t.co/8submGOs8c RBA raises rates by 25bp to 3.85%. Todays policy decision was unanimous. https://t.co/8submGOs8c"
X Link 2026-02-03T03:34Z [----] followers, [----] engagements
"@RonShamgar it doesn't matter asx punters will flee into it as safe haven"
X Link 2026-02-03T22:45Z [----] followers, [---] engagements
"Imagine if you have panic sold out resources last week"
X Link 2026-02-03T23:29Z [----] followers, [----] engagements
"Nowhere to run nowhere to hide Today even values get smashed Seems like investors just want to get out at all costs Anyone bought/ sold anything"
X Link 2026-02-06T02:02Z [----] followers, [----] engagements
"Some hedging on Monday wouldnt be that mad 🤔"
X Link 2026-02-08T05:08Z [----] followers, [---] engagements
"@Nobody_But_M3 @rhysdiab Finally they got some sense"
X Link 2026-02-11T22:27Z [----] followers, [--] engagements
"@Nobody_But_M3 @rhysdiab Would this push more money to share market i wonder"
X Link 2026-02-11T22:28Z [----] followers, [---] engagements
"@JohnWickPencil sell first chat later"
X Link 2026-02-12T23:47Z [----] followers, [--] engagements
"Only [--] stocks in All Ords are green"
X Link 2026-02-05T23:50Z [----] followers, [----] engagements
"Insane market. 😵I knew there will be a bounce but did not expect to see such a strong bounce - although tech is relatively weak. Fund flow still going into precious metals mostly. Tonight's US close will be the key to determine if this is a DCB 🐈or real 🚀. Was going to add some short NDQ but the extreme of this bounce seems a bit. hopeful 🤞🙏 https://twitter.com/i/web/status/2020728613969285395 https://twitter.com/i/web/status/2020728613969285395"
X Link 2026-02-09T05:16Z [----] followers, [---] engagements
"Our tech index RSI has fallen to level not seen since. [----] 😅"
X Link 2026-02-13T07:18Z [----] followers, [----] engagements
"@markgardn May be when that happens money will finally come out of commodities back into tech"
X Link 2026-02-14T06:49Z [----] followers, [--] engagements
"Tech & Metals Shorts "The sellers are getting exhausted" The sellers: https://t.co/Na3wXVhx78 "The sellers are getting exhausted" The sellers: https://t.co/Na3wXVhx78"
X Link 2026-02-05T22:36Z [----] followers, [----] engagements
"$PME $10m investment into #4DX [--] months ago is now worth $150m+ 🫨"
X Link 2026-02-11T22:26Z [----] followers, [----] engagements
"Another day index up 0.5% thanks to BHP ANZ while the rest falters off - 1/5 of stocks in green"
X Link 2026-02-11T23:26Z [----] followers, [---] engagements
"When you're so used to these brutal sell off week by week is it a sign we getting close there"
X Link 2026-02-13T05:26Z [----] followers, [---] engagements
"#WA1 $ARU $HAS $LYC $ARR $LKY $BRE https://www.afr.com/politics/federal/albanese-told-to-move-faster-on-critical-minerals-stockpile-20251012-p5n1uh https://www.afr.com/politics/federal/albanese-told-to-move-faster-on-critical-minerals-stockpile-20251012-p5n1uh"
X Link 2025-10-12T12:57Z [----] followers, [---] engagements
"Sammy & Anthony bought another $500k each $PME $PME.ax Sam bought up half a million at $221 $PME https://t.co/RNqKpJiRUW Sam bought up half a million at $221 $PME https://t.co/RNqKpJiRUW"
X Link 2025-12-22T21:36Z [----] followers, [----] engagements
"Think we going thru [----] playbook again where anything unprofitable (in NPAT terms) high debt will get sold off. Next to watch: ZIP CAT AD8 SDR NXL. wat else"
X Link 2026-01-20T01:35Z [----] followers, [----] engagements
"Citi: "A&NZ healthcare stocks underperformed in [----] due to stock-specific issues rather than sector weakness with [----] again expected to be driven by company-level narratives. $TLX and $RMD named top picks; Neutral on most services names; $SON downgraded on risk of 1H26 underperformance. $PME seen as best-in-class with AI upside optionality. Buy retained TP $350." @FNArena https://twitter.com/i/web/status/2015931458108756000 https://twitter.com/i/web/status/2015931458108756000"
X Link 2026-01-26T23:34Z [----] followers, [---] engagements
"Macquarie upgrades Pro Medicus $PME to Outperform (from Neutral) seeing recent share price weakness as temporary as US feedback points to near-term market share gains and strengthening AI capability in Visage. FY26 YTD: [--] contracts worth A$280m. Assumes 30% market share by FY40. EPS +1% FY26 +3% FY27. TP cut 9% to $291.30 (DCF outer-year changes). https://twitter.com/i/web/status/2015932046997389602 https://twitter.com/i/web/status/2015932046997389602"
X Link 2026-01-26T23:37Z [----] followers, [---] engagements
""For all its qualities and ambition 4DMedical is no Pro Medicus $PME. The latter's Visage system is sold on multi-year enterprise-wide software licences with locked-in revenue for up to a decade. A business built around one unusually generous reimbursement code can look like a ticket to print money . until the Government turns off the taps." https://www.intelligentinvestor.com.au/investment-news/4dmedical-pro-medicus-hold-my-beer/155074 https://www.intelligentinvestor.com.au/investment-news/4dmedical-pro-medicus-hold-my-beer/155074"
X Link 2026-01-31T12:11Z [----] followers, [---] engagements
"So we did not rise like $Kospi but we fall with them. Surprisingly Asia seems relatively calm. except us of cuz"
X Link 2026-02-06T04:07Z [----] followers, [---] engagements
"It wasnt just about growth. The quality metric was what boosted up their multiple expansions. And then Anthropic came out and knocked all that off and whole sector just collapsed 🤷🏻♂ Will take years for market to reprice them up again I think Some will come back up faster while most I doubt can https://twitter.com/i/web/status/2020311656577044930 https://twitter.com/i/web/status/2020311656577044930"
X Link 2026-02-08T01:40Z [----] followers, [--] engagements
"Some hopes to the beaten down sector $CAR.ax"
X Link 2026-02-08T21:53Z [----] followers, [---] engagements
"Was there a $RMD downgrade overnight Wtf it closed down -4.5% where ex-div is only 6c"
X Link 2026-02-10T22:36Z [----] followers, [---] engagements
"Too depressing"
X Link 2026-02-12T00:15Z [----] followers, [----] engagements
"I can't believe we are repeating last week sell off except this time asx hits record high because of CBA & BHP ASX hits record https://t.co/bOb6kusfPh ASX hits record https://t.co/bOb6kusfPh"
X Link 2026-02-12T02:23Z [----] followers, [----] engagements
"@rhysdiab @RonShamgar based on last week playbook tmr Friday prob will be worse capitulation i guess resources ie. gold might get a rug pull or smth this market is cruel af. Can understand why everyone just piling into the safest boat - CBA"
X Link 2026-02-12T04:28Z [----] followers, [---] engagements
"That's the wrap for another cruel day from Mr. Market. Oh well at some point. traders will be rushing into all these oversold names like they can't get enough At some point. (hope i'll still be around. )"
X Link 2026-02-12T05:35Z [----] followers, [----] engagements
"Every time $PME drops you see plenty of haters and technical fundamentalist jumping on bandwagon. To be fair FW26 is now down to 85x I dont mind seeing it keep falling may be below 60x would be real nice"
X Link 2026-02-12T06:40Z [----] followers, [----] engagements
"Equally in most of our asx names. When you bought $TSLA at $414.50 in [----]. Its trading at $414.50 in [----]. https://t.co/HxjscgZUj5 When you bought $TSLA at $414.50 in [----]. Its trading at $414.50 in [----]. https://t.co/HxjscgZUj5"
X Link 2026-02-13T08:59Z [----] followers, [---] engagements
"@galumay well most of us aint smart as you RIcky 😅. Okay i was whinging a bit but anyway"
X Link 2026-02-13T09:38Z [----] followers, [--] engagements
"@rhysdiab Really 20x for a monopoly business that leverages on almighty Aussie propadees which CBA being milking on can trade at 35x"
X Link 2026-02-13T10:16Z [----] followers, [---] engagements
"About time for Rare Earth to boom $VML https://www.afr.com/companies/mining/lynas-takes-charge-of-shipping-amid-rare-earths-boom-20220119-p59pik https://www.afr.com/companies/mining/lynas-takes-charge-of-shipping-amid-rare-earths-boom-20220119-p59pik"
X Link 2022-01-19T06:36Z [----] followers, [--] engagements
"@Dimitrios_1963 @KarenWongAU Its the complete opposite if you start talking about property investment"
X Link 2022-05-08T01:23Z [----] followers, [--] engagements
"We shall bounce tmr $PLS $PLS.AX"
X Link 2023-07-24T09:00Z [----] followers, [----] engagements
"$PLS $PLS.AX"
X Link 2023-12-01T03:32Z [----] followers, [----] engagements
"oh wow finally Please sell more "Stanmore Resources Indonesian backer in $167m selldown" $SMR $SMR.AX https://www.afr.com/street-talk/stanmore-resources-largest-shareholder-sells-down-167m-20231201-p5eofu https://www.afr.com/street-talk/stanmore-resources-largest-shareholder-sells-down-167m-20231201-p5eofu"
X Link 2023-12-03T02:51Z [----] followers, [----] engagements
"🚨 Billionaire precious metals investor Eric Sprott has taken a 6.7% stake in $RCM $RCM.ax buying 53m shares @ 3.5c (with 61m more pending). 🔥 Known as the Silver Kingpin Sprotts backing is a game-changer funding secured + global silver eyes now on Rapid Critical Metals"
X Link 2025-09-25T23:16Z [----] followers, [----] engagements
"Alright finally got some time to look back at my CY performance. What a ride [----] has been JanFeb: Volatile poor market breadth MarApr: Volatile growth stocks crashed MaySep: Best run ever everything rallied OctDec: Tech and growth stocks sold off hard with money rotating into resources and specs Portfolio closed the year at +18.27% Biggest winners: PLS EOL CDA RMS SYL LKY AYA GQG CAT OCC SKS RUL EDU DUG Biggest losers: TNE PME REA WTC ERD ZIP TLX XRO AD8 Key lesson this year: be more active. Dont be afraid to take profits. Never underestimate the impact of macro. Unfortunately ASX liquidity"
X Link 2026-01-01T17:13Z [----] followers, [----] engagements
"Some thoughts from Gem on the SaaSpocalypse locally. $WTC $PME appear to be the strongest moat $EOL comes next Classified ones are in grey zone Surprisingly $OCL and $XRO are in muddy water"
X Link 2026-02-04T21:25Z [----] followers, [----] engagements
"So next one down -20% $WTC $WTC.AX Past 3+ months broker trading activity shows why retail investors struggle. While institutions exit aggressively (Macquarie Goldman JP Morgan Citigroup - 65% of selling) retail brokers led by CommSec (30%) absorb shares. Retail endures the pain then buys at https://t.co/oH7f71MDeP $WTC $WTC.AX Past 3+ months broker trading activity shows why retail investors struggle. While institutions exit aggressively (Macquarie Goldman JP Morgan Citigroup - 65% of selling) retail brokers led by CommSec (30%) absorb shares. Retail endures the pain then buys at"
X Link 2026-02-12T11:21Z [----] followers, [---] engagements
"😂 Trucking and logistics stocks are swept into the AI anxiety sell-off $IYT -3.2% https://t.co/L0ta9LrhPD Trucking and logistics stocks are swept into the AI anxiety sell-off $IYT -3.2% https://t.co/L0ta9LrhPD"
X Link 2026-02-12T19:30Z [----] followers, [---] engagements
"Not a bad result $GQG 98% of revenue is intact as long as their FUM is growing. Market been way too harsh on it 82.5% gross margin 77% operating margin 12%+ dividend yield I think this should outperform today"
X Link 2026-02-12T21:55Z [----] followers, [----] engagements
"anyone hit any green stock today"
X Link 2026-02-13T00:35Z [----] followers, [----] engagements
"DMX: Kinatico $KYP first half SaaS exit rate growth decelerated from 59% at the end of the first quarter to 41%. This slowdown was attributed to KYP transitioning from selling its legacy compliance offering to its new generation organisational compliance management platform which was launched during the quarter. We would expect growth to re-accelerate in the second half as its marketing ramps up and the new product gets traction. However with KYPs growth momentum interrupted and the market increasingly nervous around software stocks its shares were sold off by 33% during the month. We remain"
X Link 2026-02-13T06:43Z [----] followers, [---] engagements
"Something to digest 😮"
X Link 2026-02-14T06:54Z [----] followers, [---] engagements
"@galumay U see this happening to software too"
X Link 2026-02-14T07:06Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing