# ![@taobanker Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1326694710933676033.png) @taobanker taobanker

No specific company is dominating the conversation. However, some stocks being discussed include $tap, $moh, $cnc, $yelp, $mgni, $abf.l, $bme.l, and $cold. The Supreme Court and US politics are also being mentioned, with some users discussing the potential impact on certain stocks.

### Engagements: [------] [#](/creator/twitter::1326694710933676033/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:interactions.svg)

- [--] Week [---------] +134%
- [--] Month [---------] +24%
- [--] Months [----------] -28%
- [--] Year [----------] +3,159%

### Mentions: [---] [#](/creator/twitter::1326694710933676033/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:posts_active.svg)

- [--] Week [---] +4.20%
- [--] Month [-----] +16%
- [--] Months [-----] +53%
- [--] Year [-----] +134%

### Followers: [------] [#](/creator/twitter::1326694710933676033/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:followers.svg)

- [--] Week [------] +2.50%
- [--] Month [------] +6.40%
- [--] Months [------] +45%
- [--] Year [------] +244%

### CreatorRank: [-------] [#](/creator/twitter::1326694710933676033/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #5907 [finance](/list/finance)  19.22% [technology brands](/list/technology-brands)  9.13% [cryptocurrencies](/list/cryptocurrencies)  6.02% [social networks](/list/social-networks)  1.17% [countries](/list/countries)  0.97% [exchanges](/list/exchanges)  0.78% [fashion brands](/list/fashion-brands)  0.58% [financial services](/list/financial-services)  0.39% [celebrities](/list/celebrities)  0.39%

**Social topic influence**
[$yelp](/topic/$yelp) #24, [in the](/topic/in-the) 4.66%, [money](/topic/money) 3.88%, [$morn](/topic/$morn) #3, [this is](/topic/this-is) #5177, [if you](/topic/if-you) #2272, [$wmt](/topic/$wmt) #1731, [$tap](/topic/$tap) 2.72%, [gamma](/topic/gamma) #573, [$anf](/topic/$anf) #17

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@catnyanpital](/creator/undefined) [@utilitypure](/creator/undefined) [@ser_kingslayer_](/creator/undefined) [@evrgn11112231](/creator/undefined) [@nuggetcapital](/creator/undefined) [@bobertbedford](/creator/undefined) [@hatfieldcapital](/creator/undefined) [@sendaotrust](/creator/undefined) [@vulmearj45663](/creator/undefined) [@estsauver](/creator/undefined) [@busgus](/creator/undefined) [@chesir3cat](/creator/undefined) [@capitalfang](/creator/undefined) [@ambushc15225](/creator/undefined) [@atelicinvest](/creator/undefined) [@rodalzmann](/creator/undefined) [@acaciacap](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@investor_nick_](/creator/undefined)

**Top assets mentioned**
[YELP INC. (YELP)](/topic/$yelp) [Morningstar, Inc. (MORN)](/topic/$morn) [Walmart, Inc. (WMT)](/topic/$wmt) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [CarGurus, Inc. Class A Common Stock (CARG)](/topic/$carg) [MNTN, Inc. (MNTN)](/topic/$mntn) [Coursera, Inc. (COUR)](/topic/$cour) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [OMS Energy Technologies Inc. (OMSE)](/topic/$omse) [GEN Restaurant Group, Inc. (GENK)](/topic/$genk) [WEN Token (WEN)](/topic/$wen) [Nexa (NEXA)](/topic/$nexa) [Oracle Corporation (ORCL)](/topic/$orcl) [Lineage, Inc. (LINE)](/topic/$line) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Diageo plc (DEO)](/topic/$deo) [Sweetgreen Inc. (SG)](/topic/$sg) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [S&P Global Inc (SPGI)](/topic/$spgi) [IPG Photonics Corporation (IPGP)](/topic/$ipgp) [Chemed Corporation (CHE)](/topic/$che) [CoinEx Token (CET)](/topic/$cet) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Lululemon Athletica Inc (LULU)](/topic/$lulu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"wow i was thinking of buying $spgi premarket crash but chickened out honestly trading extended hours is practically the wild west it might as well be crypto no one discusses how many opportunities are out there and so frequently it's actually unbelievable"  
[X Link](https://x.com/taobanker/status/2021231150039957893)  2026-02-10T14:33Z 10.8K followers, [----] engagements


"The obsession that normies have with eye contact is highly disturbing. There is absolutely no reason to stare into someone's eyes unless you're reading the depths of their soul"  
[X Link](https://x.com/taobanker/status/2022236567528710654)  2026-02-13T09:09Z 10.8K followers, 52.6K engagements


"Ideally in a panic you might be able to buy $uber for IPO price"  
[X Link](https://x.com/taobanker/status/2022486749268595193)  2026-02-14T01:43Z 10.8K followers, [----] engagements


"Holy shit. I did not expect language this strong from Claude: "This is honestly the strongest case I've seen for what the human + AI pairing actually unlocks" Anyone at @AnthropicAI wanna take a look at this"  
[X Link](https://x.com/taobanker/status/2022777008904642888)  2026-02-14T20:56Z 10.8K followers, [----] engagements


"What I own currently:"  
[X Link](https://x.com/taobanker/status/2022872273217048886)  2026-02-15T03:15Z 10.8K followers, [----] engagements


"Significant U.S. revenue: $FCC $ADRNY $BZU.MI $5233.T $BB.PA $FILA.MI $GCC.MX $GRUMAB"  
[X Link](https://x.com/taobanker/status/1953238717507764523)  2025-08-06T23:36Z 10.8K followers, [----] engagements


"It's extremely scary how if you aren't economically independent 90% of your ability to earn income is just your ability to get along with people"  
[X Link](https://x.com/taobanker/status/2022678889991147922)  2026-02-14T14:26Z 10.8K followers, 133.9K engagements


"I can't believe how fukcing hard hedge fund guys work looking for funding shorts when you can just short $tr $hsy here for literally forever"  
[X Link](https://x.com/taobanker/status/2023026994276102635)  2026-02-15T13:29Z 10.8K followers, [----] engagements


"We already have relative superintelligence. It's called highly-intelligent / smart people. No one listens to them"  
[X Link](https://x.com/taobanker/status/2023033048217067684)  2026-02-15T13:53Z 10.8K followers, 37.4K engagements


"Good afternoon folks. It's a bit rushed but I just put out my (bi)weekly recap and ideas for the week ahead. If you want to read the rest you're going to need to click some buttons. $LEGH $KMX $CARG $TLT $NCSM $UGI $LOVE $GTBIF $AMTM $TOKMAN $STWD $ANF"  
[X Link](https://x.com/taobanker/status/1992644573261390010)  2025-11-23T17:21Z 10.8K followers, 32.6K engagements


"call me stubborn but i'm going with $yelp and $carg for internet stonks or whatever they're called these days"  
[X Link](https://x.com/taobanker/status/2012266314551681285)  2026-01-16T20:50Z 10.8K followers, [---] engagements


"ok but what if $snap gross margins are 55% and also what about the fact that the company loses money and has debt $SNAP now entering territory where sentiment has become entirely disconnected from reality. Almost 1x sales on a 60% gross margin social media business with 1B MAU and a new high-margin subscription monetization model running at $1B and growing 60%. Perplexity deal seems to $SNAP now entering territory where sentiment has become entirely disconnected from reality. Almost 1x sales on a 60% gross margin social media business with 1B MAU and a new high-margin subscription"  
[X Link](https://x.com/taobanker/status/2022127391548878994)  2026-02-13T01:55Z 10.8K followers, [----] engagements


"@VulmearJ45663 $YELP short interest 11% up 2% in the last [--] days . You don't wanna fight these guys. I've said this before in oil and gas and it's true in software now too Don't fight the shorts guys. (My dashboard addresses this.)"  
[X Link](https://x.com/taobanker/status/2022359157203214634)  2026-02-13T17:16Z 10.8K followers, [---] engagements


"i'm down for $uber too"  
[X Link](https://x.com/taobanker/status/2022435268591075335)  2026-02-13T22:18Z 10.8K followers, [----] engagements


"Losing weight after [--] is the BIGGEST SCAM I'VE EVER HEARD OF I've been eating less + healthier since I started vibe coding plus the jewish mind burns a lot of calories when working hard Yet all my weight loss was front loaded in first [--] weeks and since then I'm flat Scam"  
[X Link](https://x.com/taobanker/status/2022660013362467208)  2026-02-14T13:11Z 10.8K followers, [----] engagements


"If you're using Claude Code / Codex you're already so far ahead of everyone else it's insane. Normies minds are being blown by cowork and they don't even realize yet that vibe coding has already arrived. You don't need to know how to code anymore. Only how to think. Use Claude Code Much better than cowork Use Claude Code Much better than cowork"  
[X Link](https://x.com/taobanker/status/2022848250584170978)  2026-02-15T01:39Z 10.8K followers, [----] engagements


"I'm old enough to remember when everyone on this website talked me out of $unp at 18x fwd earnings this is barely a serious website tbh"  
[X Link](https://x.com/taobanker/status/2023035321127227604)  2026-02-15T14:03Z 10.8K followers, [---] engagements


"@estsauver @vasuman i asked claude how to implement the change and i think he did it"  
[X Link](https://x.com/taobanker/status/2023040255268635039)  2026-02-15T14:22Z 10.8K followers, [---] engagements


"I'm gonna be honest THIS MAN IS COOKING Haiku agents are like bringing C players onto an A team This is literally the only worthwhile Claude optimization I've ever seen I'm debugging rn with sonnet agents and it's so much better I might go all the way with opus agents @vasuman @taobanker FYI: for people on Claude Code your explore and compaction agents are apparently driven by Haiku and its overridable. Id switched to asking Claude to make a handoff doc manually near the end of the session but apparently you can just point it at Sonnet. @vasuman @taobanker FYI: for people on Claude Code your"  
[X Link](https://x.com/taobanker/status/2023082031475827075)  2026-02-15T17:08Z 10.8K followers, [----] engagements


"a $125 price target on $alx is beyond stupid $ALX https://t.co/ycgo8AXqac $ALX https://t.co/ycgo8AXqac"  
[X Link](https://x.com/taobanker/status/1862644230805492100)  2024-11-29T23:46Z 10.8K followers, [----] engagements


"@GeoInvesting Would love to learn more about $aatc"  
[X Link](https://x.com/taobanker/status/1933170214981587095)  2025-06-12T14:31Z 10.8K followers, [---] engagements


"if investing in magnets worked why wouldn't investing in lasers work please keep replies to [--] words or fewer. $nopmf $ipgp"  
[X Link](https://x.com/taobanker/status/1934067727594893377)  2025-06-15T01:57Z 10.7K followers, [----] engagements


"$copx up 12% ytd $gdx up 47% ytd $smmyy flat opportunity"  
[X Link](https://x.com/taobanker/status/1937642669812977745)  2025-06-24T22:43Z 10.8K followers, [----] engagements


"@stevehou also see $metc $metcb"  
[X Link](https://x.com/taobanker/status/1943453281289675071)  2025-07-10T23:32Z 10.8K followers, [---] engagements


"picked up a 1% position in $auna latam healthcare provider"  
[X Link](https://x.com/taobanker/status/1944760083432296929)  2025-07-14T14:05Z 10.7K followers, [----] engagements


"I have 5% positions in: $BZU.MI $GCC.MX $SRC.L $5233.T $ABF.L $BME.L $NGS $PNRG $IAUX $CNRD"  
[X Link](https://x.com/taobanker/status/1947771763871649922)  2025-07-22T21:32Z 10.6K followers, [----] engagements


"If investing in magnets works (see $NOPMF) then shouldn't investing in lasers also work Can anyone disprove the above logic $IPGP"  
[X Link](https://x.com/taobanker/status/1955030039256502599)  2025-08-11T22:14Z 10.7K followers, [----] engagements


"don't hate me for this but i think $rco.pa works from here"  
[X Link](https://x.com/taobanker/status/1968804531220664343)  2025-09-18T22:29Z 10.7K followers, [---] engagements


"$OTLY how the fuck do you lose $200mm selling $800mm of oat mik Basedgod please crash the economy"  
[X Link](https://x.com/taobanker/status/1978271777710026894)  2025-10-15T01:28Z 10.8K followers, [---] engagements


"Tax shield strategy for high cash allocation investors: - Switch all cash to $BOXX or long-dated box spreads - Take out margin loan and plow proceeds into same - Congratulations you are now deferring all of your interest income and can write off margin expense from STCG"  
[X Link](https://x.com/taobanker/status/1978500547733774668)  2025-10-15T16:37Z 10.8K followers, [----] engagements


"Just refreshed the rock tracker. Not much has changed in terms of the top picks. In my opinion $5233 $GCC.MX and $BZU.MI are the blue chips. $LOMA is interesting but look at it side by side with $GCC.MX and it's just like why take that risk"  
[X Link](https://x.com/taobanker/status/1980885333953986924)  2025-10-22T06:34Z 10.6K followers, [----] engagements


"At home elderly care up 11.6% y/y go all-in on $ADUS"  
[X Link](https://x.com/taobanker/status/1981710423633396086)  2025-10-24T13:12Z 10.7K followers, [----] engagements


"$CHE this stock looks quite cheap on first glance What's the deal here brodies @taobanker Remember what Druck says Think [--] months ahead Hospice $CHE @taobanker Remember what Druck says Think [--] months ahead Hospice $CHE"  
[X Link](https://x.com/taobanker/status/1981847492011655348)  2025-10-24T22:17Z 10.7K followers, [----] engagements


"If you'll kindly note my proprietary adj rock earnings has neatly sorted $bzu.mi and $5233.t to the top of the actual smid cap cementcos on this list -- both are subjects of recent activist campaigns / long reports. this adj rock earnings thing is pretty kickass"  
[X Link](https://x.com/taobanker/status/1981852254715220350)  2025-10-24T22:36Z 10.6K followers, [----] engagements


"Tired of being tossed around by the market recently I've spent some time taking a first pass at a long term dividend / bond alt basket. Note avg dividend is overstated due to $BME.L data issue. Thoughts $UNP $CNI $BAH $TAP $TGT $ABF.L $BME.L $LMT $NRP $CABGY $CCHGY $OLVAS"  
[X Link](https://x.com/taobanker/status/1983667208627843296)  2025-10-29T22:48Z 10.6K followers, [----] engagements


"A good read on $NEN https://www.obscurestocks.com/p/new-england-realty-associates-nysenen https://www.obscurestocks.com/p/new-england-realty-associates-nysenen"  
[X Link](https://x.com/taobanker/status/1984643545471320306)  2025-11-01T15:27Z 10.7K followers, [----] engagements


"Cote has been shaping up to be a real beast $smmyy $iag $IAG $IMG.TO prepaying a bunch of the TL & doing a 10% NCIB https://t.co/BZNChdzXPF $IAG $IMG.TO prepaying a bunch of the TL & doing a 10% NCIB https://t.co/BZNChdzXPF"  
[X Link](https://x.com/taobanker/status/1985848001257226459)  2025-11-04T23:13Z 10.8K followers, [----] engagements


"$MNTN CEO is on bloomberg At first he sounded cringe talking about street price targets But then he explained the business model (routing targeting TV ads) and said 50% of the company is software engineers It seems like they're already profitable too Learning more"  
[X Link](https://x.com/taobanker/status/1986084004034937204)  2025-11-05T14:51Z 10.6K followers, [----] engagements


"Bessent: banana tariffs going down $FDP $DOLE $ORS.MI"  
[X Link](https://x.com/taobanker/status/1988655003947684306)  2025-11-12T17:07Z 10.6K followers, [---] engagements


"$MED -145% net debt to market cap -9% working capital 27% PPE"  
[X Link](https://x.com/taobanker/status/1988754088138535194)  2025-11-12T23:41Z 10.7K followers, [---] engagements


"$DUOL needs to buy $COUR It's ridiculous that I'm not an m&a guy tbh"  
[X Link](https://x.com/taobanker/status/1988762772617011510)  2025-11-13T00:16Z 10.7K followers, [----] engagements


"I think this may be the real reason for $YELP selloff: $YELP management is the only tech team in the world that manages to sandbag itself by reporting adjusted EBITDA. $YELP began reducing RSUs as a portion of total employee comp. Then they made acquisition(s) creating gw"  
[X Link](https://x.com/taobanker/status/1989808863093182558)  2025-11-15T21:32Z 10.7K followers, [----] engagements


"$ww reorged but is still forecasted to have 10% revenue decline with over 150% of its current market cap in debt and negative working capital. why own this instead of $med which has a strong balance sheet and $lfmd stake $ww reorged but is still forecasted to have 6% revenue decline with over 100% of its current market cap in debt and negative working capital. why own this instead of $med which has a strong balance sheet and $lfmd stake $ww reorged but is still forecasted to have 6% revenue decline with over 100% of its current market cap in debt and negative working capital. why own this"  
[X Link](https://x.com/taobanker/status/1990908013415158011)  2025-11-18T22:20Z 10.8K followers, [----] engagements


"@toiletkingcap buy $adus and $che never sell them this is financial advice"  
[X Link](https://x.com/taobanker/status/1990965955959402516)  2025-11-19T02:10Z 10.7K followers, [---] engagements


"Believing that these world-class assets will not recover long-term Is one of the most retarded beliefs someone could have $MTN I would look into buying Ski resorts are a consolidating industry with a limited number of mountains available And theyre all increasingly owned and operated by private equity Skiing and snow sports arent going away $MTN I would look into buying Ski resorts are a consolidating industry with a limited number of mountains available And theyre all increasingly owned and operated by private equity Skiing and snow sports arent going away $MTN"  
[X Link](https://x.com/taobanker/status/1992252430780961072)  2025-11-22T15:22Z 10.6K followers, [----] engagements


"Does optics mean lasers If so does that mean we should buy $IPGP Many are saying this https://t.co/pYURGrrmX9 Many are saying this https://t.co/pYURGrrmX9"  
[X Link](https://x.com/taobanker/status/1992610725781762550)  2025-11-23T15:06Z 10.6K followers, [----] engagements


"I enjoyed reading this $fila.mi writeup would like to see someone directly compare it to $bb.pa $FILA.MI 9M [----] results presentation directly highlights the value of the companys $DOMS stake in comparison to their own market cap. This seems to be the first time the company has done this. https://t.co/1AglCsaxKQ $FILA.MI 9M [----] results presentation directly highlights the value of the companys $DOMS stake in comparison to their own market cap. This seems to be the first time the company has done this. https://t.co/1AglCsaxKQ"  
[X Link](https://x.com/taobanker/status/1992782271963893844)  2025-11-24T02:28Z 10.6K followers, [----] engagements


"feels like we lowkey gotta buy this pullback in $smmyy"  
[X Link](https://x.com/taobanker/status/1993233409142145483)  2025-11-25T08:20Z 10.8K followers, [---] engagements


"money-incinerating nepo-retard management at $RDI has decided to prioritize installing heated seats as the company spirals toward bankruptcy"  
[X Link](https://x.com/taobanker/status/1993821902863769870)  2025-11-26T23:19Z 10.7K followers, [----] engagements


"- It's actually kind of optimal for compression providers that oil stays at a breakeven or slightly profitable price point because this relieves the risk of the industry overbuilding and subsequently busting $NGS $AROC $USAC $KGS"  
[X Link](https://x.com/taobanker/status/1994203862144536669)  2025-11-28T00:37Z 10.6K followers, [---] engagements


"few understand this this is one of the most bizarre accounting situations in the entire market $YELP VOLUNTARILY REPORTS ADJUSTED EBITDA WHILE INTENTIONALLY REDUCING SBC LOL THEY LITERALLY SET THEMSELVES UP TO DISAPPOINT THEIR OWN JUICED METRIC MEANWHILE ACTUAL BIZ CRUSHING I think this may be the real reason for $YELP selloff: $YELP management is the only tech team in the world that manages to sandbag itself by reporting adjusted EBITDA. $YELP began reducing RSUs as a portion of total employee comp. Then they made acquisition(s) creating gw https://t.co/kpy3C6BfAv I think this may be the"  
[X Link](https://x.com/taobanker/status/1994572948150390981)  2025-11-29T01:03Z 10.7K followers, [----] engagements


"@kanye8210 @jnconkle I bought $WIIM but could only get a partial fill and was too lazy to ever top it off . i will probably sell in january for the long term gain $hmsp looks buyable and so does $mlbi"  
[X Link](https://x.com/taobanker/status/1995321079661830473)  2025-12-01T02:36Z 10.8K followers, [---] engagements


"wow didn't even notice the $rco.pa collapse.market cap now inventory"  
[X Link](https://x.com/taobanker/status/1995549844887535856)  2025-12-01T17:45Z 10.7K followers, [---] engagements


"CNBC front page = time to buy $MAA $NEN"  
[X Link](https://x.com/taobanker/status/1995862511288275057)  2025-12-02T14:27Z 10.7K followers, [----] engagements


"$ACCO most of you aren't ready for this conversation"  
[X Link](https://x.com/taobanker/status/1996225440323612712)  2025-12-03T14:30Z 10.8K followers, [---] engagements


"what is a good price to buy $hypd"  
[X Link](https://x.com/taobanker/status/1996247293725377016)  2025-12-03T15:56Z 10.7K followers, [----] engagements


"@CapitalFang seems like $mcs could be a good opportunity with a light capex cycle ahead and last quarter showing progress"  
[X Link](https://x.com/taobanker/status/1996315434631446845)  2025-12-03T20:27Z 10.7K followers, [---] engagements


"two metals at the same time $smmyy it is annoying the pms are continuing to go up when shipping and copper are starting to run. i cant participate the way i would like to it is annoying the pms are continuing to go up when shipping and copper are starting to run. i cant participate the way i would like to"  
[X Link](https://x.com/taobanker/status/1996353003763503487)  2025-12-03T22:57Z 10.8K followers, [----] engagements


"Is $VRSK a high quality company with a long runway for growth Yes No Yes No"  
[X Link](https://x.com/taobanker/status/1996971974518612393)  2025-12-05T15:56Z 10.8K followers, [---] engagements


"25x lowest earnings estimate for $RCO.PA $REMYY If you believe that earnings estimates have bottomed that is probably a good buying opportunity"  
[X Link](https://x.com/taobanker/status/1998163938253644151)  2025-12-08T22:53Z 10.8K followers, [---] engagements


"@AmbushC15225 I think $RCO.PA is better"  
[X Link](https://x.com/taobanker/status/1998172910972985626)  2025-12-08T23:28Z 10.7K followers, [---] engagements


"HUGE Y/Y STREET PT DOWNGRADES $NVO -58% $FRPT -57% $BME.L -57% $CAVA - 57% $KMX -52% $LINE -49% $COLD -49% $ARE -48% $PTLO -48% $LULU -48% $CRI -48% IT'S ALL A BIG GAME OF GRAB ASS BETWEEN PODS AND STREET.GET IN WHERE YOU FIT IN AND SQUEEZE FIRM WHEN YOU FEEL TUSHY"  
[X Link](https://x.com/taobanker/status/1998204817366512000)  2025-12-09T01:35Z 10.8K followers, [----] engagements


"how do we feel about $cmp as a polar vortex play anyone read this quarter"  
[X Link](https://x.com/taobanker/status/1998444697887350901)  2025-12-09T17:28Z 10.6K followers, [----] engagements


"Some ideas I'm interested in at the moment: $ARE it's an asymmetric moment to own this right now because the only thing most real estate investors know is that the fed just cut rates $TOKMAN listen do you want to own finnish discount stores or not cuz you gotta decide atp"  
[X Link](https://x.com/taobanker/status/1998887570143588674)  2025-12-10T22:48Z 10.7K followers, [----] engagements


"$MTN simply got too cheap for top tier long duration assets. It's that simple"  
[X Link](https://x.com/taobanker/status/1999602775622103094)  2025-12-12T22:10Z 10.8K followers, [----] engagements


"I'm thinking $NOBL is my top wealth preservation ETF idea at this time. A simple old-timey strategy that's out of favor and flying under the radar: dividend aristocrats. Should get the job done better than bonds at least"  
[X Link](https://x.com/taobanker/status/1999628405608952260)  2025-12-12T23:52Z 10.7K followers, [---] engagements


"Just topped off my $ABF.L $ASBFY to a full 5% position To me this is the cheapest blue chip in the world"  
[X Link](https://x.com/taobanker/status/2000575498196312122)  2025-12-15T14:35Z 10.6K followers, [---] engagements


"$EPSN $MOS natty fertz long pair"  
[X Link](https://x.com/taobanker/status/2000609762774299039)  2025-12-15T16:51Z 10.7K followers, [----] engagements


"I need some answers at this point. Do we know why $arlp is trading so cheap or what"  
[X Link](https://x.com/taobanker/status/2001415943352615099)  2025-12-17T22:15Z 10.8K followers, [----] engagements


"WOW. $TWE.AX in absolute freefall. I will probably be buying"  
[X Link](https://x.com/taobanker/status/2001473523802341519)  2025-12-18T02:04Z 10.6K followers, [----] engagements


"I'm gonna be so mad when $VIRT doubles in [----] and i don't own any"  
[X Link](https://x.com/taobanker/status/2001766145658126340)  2025-12-18T21:26Z 10.7K followers, [----] engagements


"I'm not gonna lie to you guys $DEO isn't unbuyable. They got a good price selling those African operations"  
[X Link](https://x.com/taobanker/status/2003146912430543134)  2025-12-22T16:53Z 10.5K followers, [----] engagements


"$WHR $LOVE Tax refund season should result in the biggest consumer stimulus since the COVID checks. If employment holds up have to think it's a massive tailwind (finally) for large ticket household items and possibly autos. Could be quite a [----] for some beaten down names. Tax refund season should result in the biggest consumer stimulus since the COVID checks. If employment holds up have to think it's a massive tailwind (finally) for large ticket household items and possibly autos. Could be quite a [----] for some beaten down names"  
[X Link](https://x.com/taobanker/status/2003457747065696406)  2025-12-23T13:28Z 10.7K followers, [----] engagements


"I need to know if you're buying $ARLP here"  
[X Link](https://x.com/taobanker/status/2003528827310604317)  2025-12-23T18:11Z 10.8K followers, [---] engagements


"@sadvalueinvestr @BuffaloBillCo We're close but I'm leading with $tap. Think I will buy $deo because they really do have excellent brands. $REMYY i would like to know if a buyout is a potential if so I think it's a buy too"  
[X Link](https://x.com/taobanker/status/2003614352918925427)  2025-12-23T23:51Z 10.8K followers, [---] engagements


"Christmas eve watchlist ideas: $OMSE huge pullback on this flavor of the month OFS shitco with 41% net cash balance. Feels like the correct answer isn't 0% allocation here. $AVD agrochem supershitco DM me if it's gonna go up $FTEK 51% net cash on this data center meme stonk"  
[X Link](https://x.com/taobanker/status/2003938417663791513)  2025-12-24T21:18Z 10.8K followers, [----] engagements


"Is anyone keen on the self storage REITs Historically I've been an $NSA guy but that's based off an old greenstreet governance assessment. They have a lot of debt. What's your top self storage REIT or is the industry cooked Anyone still a $UHAL maxi"  
[X Link](https://x.com/taobanker/status/2004589418162929792)  2025-12-26T16:25Z 10.7K followers, [----] engagements


"my prediction for [----] is $yelp receives a takeout offer"  
[X Link](https://x.com/taobanker/status/2005273915598500313)  2025-12-28T13:45Z 10.7K followers, [----] engagements


"$cour Michael Mauboussin on M&A "Cost synergies are more reliable than revenue synergies." https://t.co/GRvu2gXWsf Michael Mauboussin on M&A "Cost synergies are more reliable than revenue synergies." https://t.co/GRvu2gXWsf"  
[X Link](https://x.com/taobanker/status/2005619874761240973)  2025-12-29T12:40Z 10.7K followers, [----] engagements


"getting interested in $nen but once again it's the same thing i've been saying for like [--] years now it still is not clear to me if REITs / this weird MLP are investable versus investing in realcos or $chci"  
[X Link](https://x.com/taobanker/status/2005756963506802936)  2025-12-29T21:44Z 10.7K followers, [---] engagements


"no one is talking about how cheap $arlp and it's weird"  
[X Link](https://x.com/taobanker/status/2005758089061097846)  2025-12-29T21:49Z 10.8K followers, [----] engagements


"in a bull market people will be like "I took my daughter to this fake sushi place and bought shares and that's my investment thesis" $krus"  
[X Link](https://x.com/taobanker/status/2005998066365796410)  2025-12-30T13:43Z 10.6K followers, [----] engagements


"My thoughts on microcap merger arb type situations in the wake of $FONR after I similarly flopped on $GHSI a couple years ago"  
[X Link](https://x.com/taobanker/status/2006094661870342546)  2025-12-30T20:06Z 10.6K followers, [----] engagements


"Biggest short momentum into year-end $UPWK $PRMB $EZPW $BBW $VRA $WW $ELF $MPTI $PSIX $NSA $CBRL $KMB $LINE $BMBL $DIN Personally I'm most interested in $CBRL.that last quarter was so terrible it would be tough for them to miss next quarter imo"  
[X Link](https://x.com/taobanker/status/2006160959564329440)  2025-12-31T00:30Z 10.7K followers, [----] engagements


"I stayed away from $rmv.l because I saw the word COMPETITION "competition is for LOSERS" peter thiel ESPECIALLY when you see investors in denial -- run -- the potential for re-rating is extreme"  
[X Link](https://x.com/taobanker/status/2006652259321381350)  2026-01-01T09:02Z 10.8K followers, [----] engagements


"This isn't normally on my radar but $MORN is looking pretty attractive"  
[X Link](https://x.com/taobanker/status/2007215517669724311)  2026-01-02T22:20Z 10.7K followers, [----] engagements


"Having one of those generalist moments with $MORN where it's like wait a minute isn't this a quite high quality business trading at an extremely reasonable price"  
[X Link](https://x.com/taobanker/status/2007460381178941895)  2026-01-03T14:33Z 10.7K followers, 12.9K engagements


"@evrgn11112231 @matt_slotnick @atelicinvest did you care to share a view on $morn btw"  
[X Link](https://x.com/taobanker/status/2007627564001702023)  2026-01-04T01:38Z 10.7K followers, [---] engagements


"@evrgn11112231 @matt_slotnick @atelicinvest respectfully how you gonna stan MCO/SPGI etc without having $MORN mapped out as a comp"  
[X Link](https://x.com/taobanker/status/2007628247165706439)  2026-01-04T01:40Z 10.7K followers, [---] engagements


"There's no way that $COUR $UDMY don't have a better chance together than separately right"  
[X Link](https://x.com/taobanker/status/2008299293052932450)  2026-01-05T22:07Z 10.7K followers, [---] engagements


"$VITL trading at a 32% discount to the lowest of [--] street targets Net cash Growing top line 20% 4.5% trailing earnings yield what's up"  
[X Link](https://x.com/taobanker/status/2008305385728348245)  2026-01-05T22:31Z 10.8K followers, [----] engagements


"Lowkey realized I'm sleeping on $JBSS here. If there's one thing I do constantly it's trading into a better portfolio. So for example today I started ramping up consumer staples $cpb and even a little $gis. But when I look at the numbers they don't stack up versus $jbss"  
[X Link](https://x.com/taobanker/status/2008345200221946264)  2026-01-06T01:09Z 10.6K followers, [----] engagements


"Honestly I totally understand how something like $cpb trades down to 12x earnings in the modern market structure (with so many l/s investors). I am long and I would literally consider this as a funding short if I could"  
[X Link](https://x.com/taobanker/status/2008525689725874197)  2026-01-06T13:06Z 10.6K followers, [----] engagements


"$NL $VHI $KRO $CIX I've been buying $NL and started a tracker in $VHI today This is my preferred "chemicals" play I've been buying $NL and started a tracker in $VHI today This is my preferred "chemicals" play"  
[X Link](https://x.com/taobanker/status/2008556293062369283)  2026-01-06T15:08Z 10.8K followers, [----] engagements


"My biggest mlarge cap fuck ups of last year: Barrick gold -- holy fuck this was literally free money sitting there. i paper handed $HII -- I cannot fucking believe I fumbled this all you had to do was listen to trump talk about ships it was literally free money"  
[X Link](https://x.com/taobanker/status/2008816880673513823)  2026-01-07T08:24Z 10.8K followers, [----] engagements


"$SMMYY i'm so mad i can't even talk about this one $UMICY same"  
[X Link](https://x.com/taobanker/status/2008816882124812628)  2026-01-07T08:24Z 10.8K followers, [---] engagements


"Name a business that comps favorably vs $morn"  
[X Link](https://x.com/taobanker/status/2008923826860503268)  2026-01-07T15:28Z 10.7K followers, [---] engagements


"Wow Epic update on $ANGI from @DalFornoCapital . massive layoffs because of AI efficiency. is $ANGI shrinking its way to greatness faster than $YELP This could be huge guys. Was a major theme in Citrini [----]. What if these companies start running my playbook of 80% layoffs"  
[X Link](https://x.com/taobanker/status/2009632038312370478)  2026-01-09T14:23Z 10.7K followers, [----] engagements


"My quant messaged me to invest $he basically the optimal time / first day it started breaking out which seemed like a false rumor or something at first but it didn't matter anyway.whatever my quant saw was valid. most of us are still thinking on ape level"  
[X Link](https://x.com/taobanker/status/2009747926478618915)  2026-01-09T22:03Z 10.8K followers, [----] engagements


"I'm only up like 2% this year and it's highkey fucking pathetic My insistence on not doing the popular thing is costing me too much money I need to dial back in. who's your top guy to follow these days to make money"  
[X Link](https://x.com/taobanker/status/2009997186482978844)  2026-01-10T14:34Z 10.6K followers, 36.7K engagements


"Markets are just people clicking buy and sell buttons. 95% of $PYPL longs will never change their minds it's too late for them. $PYPL is buying back over $2bb per year. The thing to watch here is short interest currently at $2.5bb. Shorts either ramp or get plowed"  
[X Link](https://x.com/taobanker/status/2010358713433940091)  2026-01-11T14:30Z 10.7K followers, [----] engagements


"@FishtownCap tru i mean i'm hearing this $gpn pitch from enough people it seems credible enough but i cant for the life of me muster up the interest to figure out what they do to me payments = blackbox. i at least am familiar with paypal brand and user experience. will prob punt $gpn too"  
[X Link](https://x.com/taobanker/status/2010503551236137131)  2026-01-12T00:06Z 10.7K followers, [---] engagements


"My lowest effort / highest efficiency AI pick is $PSIX. I say this not because I know anything about AI but because I keep hearing it's legit and it has a reasonable valuation / financial profile / story"  
[X Link](https://x.com/taobanker/status/2010505062183768403)  2026-01-12T00:12Z 10.6K followers, 10.4K engagements


"@Investor_NICK_ $tap is still the answer $deo coming in second imo"  
[X Link](https://x.com/taobanker/status/2010512498814763142)  2026-01-12T00:41Z 10.8K followers, [----] engagements


"You guys convinced me $morn isn't that great of a business so Im taking off my tracker position but we're all definitely wrong"  
[X Link](https://x.com/taobanker/status/2010738137438564387)  2026-01-12T15:38Z 10.7K followers, [---] engagements


"I honestly feel like the market is gaslighting me like crazy when it tries to act like $tap doesn't have a bulletproof portfolio of brands like what are you guys talking about all these brands kick ass also i love the fevertree partnership"  
[X Link](https://x.com/taobanker/status/2010766648366493829)  2026-01-12T17:31Z 10.8K followers, [----] engagements


"only other alcohol company with a good portfolio of brands is $deo"  
[X Link](https://x.com/taobanker/status/2010766781435072692)  2026-01-12T17:32Z 10.8K followers, [---] engagements


"$PTLO trading like $7 takeunder offer incoming"  
[X Link](https://x.com/taobanker/status/2010775635296461014)  2026-01-12T18:07Z 10.7K followers, [----] engagements


"I love it how every time I try to explain this highly-unique situation that is a very plausible explanation of why $yelp stock is so cheap it gets zero engagement or interest The great irony of $yelp: In an effort to appease the street $yelp management has reduced its SBC as a share of employee comp. They mistakenly believe that this will impress the street. What they don't realize is that since they report ADJUSTED EBITDA this nerfs their comps The great irony of $yelp: In an effort to appease the street $yelp management has reduced its SBC as a share of employee comp. They mistakenly"  
[X Link](https://x.com/taobanker/status/2010820782872514637)  2026-01-12T21:06Z 10.7K followers, [----] engagements


"Damn. I'm seriously considering buying $VZ. trading at a 5% discount to the lowest street target. absolute money printer. financials are kinda similar to $tap without buybacks but bigger dividend"  
[X Link](https://x.com/taobanker/status/2010841296449962355)  2026-01-12T22:28Z 10.8K followers, [----] engagements


"lmao i bought $tusk again yesterday now i'm gonna scalp it again nobody even thought it was possible to trade like this"  
[X Link](https://x.com/taobanker/status/2011088462095798427)  2026-01-13T14:50Z 10.8K followers, [----] engagements


"$ALK has a brand new fleet and regional dominance can someone please explain why i shouldn't buy $alk"  
[X Link](https://x.com/taobanker/status/2011127193477530016)  2026-01-13T17:24Z 10.8K followers, [----] engagements


"@Mr_Neutral_Man what do you think of the updated management agreement with vornado from a couple years ago"  
[X Link](https://x.com/taobanker/status/2011275777590047089)  2026-01-14T03:14Z 10.6K followers, [---] engagements


"how is it possible i'm already down 2% on $yelp"  
[X Link](https://x.com/taobanker/status/2011475304838004822)  2026-01-14T16:27Z 10.7K followers, [----] engagements


"Holy shit. I just bought [--] share of $AENT in R. Incredible feeling of power"  
[X Link](https://x.com/taobanker/status/2011497867542765807)  2026-01-14T17:57Z 10.7K followers, [---] engagements


"$ARLP was just trading down because of bitcoin I find it hard to imagine that $ARLP closes the year down from here"  
[X Link](https://x.com/taobanker/status/2011564069933953468)  2026-01-14T22:20Z 10.8K followers, [---] engagements


"Wow. My quant ran over a thousand simulations and in every single situation the optimal portfolio was 100% long Taiheiyo Cement"  
[X Link](https://x.com/taobanker/status/2011858569356849607)  2026-01-15T17:50Z 10.6K followers, [----] engagements


"Computer find the cheapest IV in the $TAP options chain"  
[X Link](https://x.com/taobanker/status/2011873426940551294)  2026-01-15T18:49Z 10.6K followers, 14.5K engagements


"$WDAY large cap anomaly trading at 16% discount to lowest of [--] street price targets trading at a 2.4% to 3.7% forward gaap earnings yield small but significant net cash position this is a rare setup and probably good for a short term boink"  
[X Link](https://x.com/taobanker/status/2011927301504504236)  2026-01-15T22:23Z 10.6K followers, [----] engagements


"what's going on here $mntn $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated sector. https://t.co/0JT0BdElCo $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated"  
[X Link](https://x.com/taobanker/status/2012026647403458918)  2026-01-16T04:58Z 10.6K followers, [----] engagements


"don't make me write a letter to $mtn board . if i were CEO visits wouldn't be down 20% they would be down 50%. prices would be up 200%.I would make it clear that anyone who can't afford to ski in america is poor. stock would 3x in [--] years. honestly pretty incredible visitors are down 20% and lift revenue only down 2% $MTN honestly pretty incredible visitors are down 20% and lift revenue only down 2% $MTN"  
[X Link](https://x.com/taobanker/status/2012029473584267451)  2026-01-16T05:09Z 10.8K followers, [----] engagements


"$etor what's up I know $HOOD has dipped from the October highs of $140s to $150s but still I'm much more interested in $ETOR. Would love more feedback from their users which are not really US. About 70% Europe. Also compare and contrast with Webull $BULL UI and offerings if you use both. https://t.co/nd03y6Hk3n I know $HOOD has dipped from the October highs of $140s to $150s but still I'm much more interested in $ETOR. Would love more feedback from their users which are not really US. About 70% Europe. Also compare and contrast with Webull $BULL UI and offerings if you use both."  
[X Link](https://x.com/taobanker/status/2012041518912323898)  2026-01-16T05:57Z 10.7K followers, [----] engagements


"$czmwy $afx.de total annihilation"  
[X Link](https://x.com/taobanker/status/2012042737768677437)  2026-01-16T06:02Z 10.6K followers, [---] engagements


"the craziest thing is they think i won't buy more $yelp"  
[X Link](https://x.com/taobanker/status/2012239596789150003)  2026-01-16T19:04Z 10.7K followers, [---] engagements


"I want to hear from people who are long or short $TMUS $MORN $ADBE $PYPL"  
[X Link](https://x.com/taobanker/status/2012243371775992310)  2026-01-16T19:19Z 10.7K followers, [----] engagements


"is this the smart time to buy $brkr"  
[X Link](https://x.com/taobanker/status/2012353880730853624)  2026-01-17T02:38Z 10.8K followers, [----] engagements


"frozen food basket: $TSN $LW $NOMD what do you think"  
[X Link](https://x.com/taobanker/status/2012533739163664871)  2026-01-17T14:33Z 10.8K followers, [----] engagements


"@Sockfacesays it's a way better experience controlling the timing portions and being able to see the ingredients and calories and it's all generally higher quality than the absolute slop restaurants serve now. sounds like the play is $tsn $lw consumer moving down market to frozen tendies"  
[X Link](https://x.com/taobanker/status/2012541974436356395)  2026-01-17T15:06Z 10.8K followers, [---] engagements


"@Mr_Neutral_Man @NuggetCapital interesting price action here between $cold and $line suggests some sort of pair trade opportunity at least"  
[X Link](https://x.com/taobanker/status/2012552192310263873)  2026-01-17T15:46Z 10.8K followers, [---] engagements


"nano scanner best ideas $GTIM it's trading left for dead but the financials suggest it's nowhere near dead this is crazy puntable $GENK wtf is going on here suffering from beef inflation. expanding into grocery. huge upside potential. @irbezek upgraded to buy on jan 1"  
[X Link](https://x.com/taobanker/status/2012639049442357369)  2026-01-17T21:31Z 10.7K followers, [----] engagements


"for some reason my screener has the wrong market cap for $genk my bad"  
[X Link](https://x.com/taobanker/status/2012639406801272849)  2026-01-17T21:33Z 10.7K followers, [---] engagements


"u wanna talk about a stock that's beat to fucking shit how about $iep or let me guess you're too scared"  
[X Link](https://x.com/taobanker/status/2012921169544941668)  2026-01-18T16:12Z 10.7K followers, [----] engagements


"@The_Pro_Invest Some research indicated a lot of their brands are 60% to 100% more expensive than generics how do you feel about that in the context of european people being so frugal"  
[X Link](https://x.com/taobanker/status/2012996321276240062)  2026-01-18T21:11Z 10.8K followers, [---] engagements


"This is unbelievable. After [--] hours of strategizing yesterday Claude is smart enough to correctly choose a different execution style for $TBTC vs $DSWL. If this ends up working it's legit going to be life-changing"  
[X Link](https://x.com/taobanker/status/2013249820350115976)  2026-01-19T13:58Z 10.7K followers, [----] engagements


"$afx.de $czmwy how many times did i say this (many) as soon as i hear the word competition I run away competition is for *losers*"  
[X Link](https://x.com/taobanker/status/2013592856791822533)  2026-01-20T12:42Z 10.6K followers, [----] engagements


"Man software investors will literally do anything except look at GAAP earnings SBC Efficiency in SaaS Stock-Based Compensation (SBC) relative to estimated revenue growth is an important metric for evaluating SaaS companies. SBC is a critical tool for attracting and retaining top talent while aligning employee incentives with long-term business https://t.co/4VPHrBhoD5 SBC Efficiency in SaaS Stock-Based Compensation (SBC) relative to estimated revenue growth is an important metric for evaluating SaaS companies. SBC is a critical tool for attracting and retaining top talent while aligning"  
[X Link](https://x.com/taobanker/status/2013603050615689711)  2026-01-20T13:22Z 10.7K followers, 19.8K engagements


"$AENT claude literally commenting on the live quote"  
[X Link](https://x.com/taobanker/status/2013658578188407206)  2026-01-20T17:03Z 10.7K followers, [---] engagements


"big divergence between $whr continuing to go up and apparel stocks selling off on tariff supreme court delays"  
[X Link](https://x.com/taobanker/status/2013800071960084546)  2026-01-21T02:25Z 10.8K followers, [---] engagements


"hey so no one wants to buy $morn at 11x fwd ebitda right just making sure"  
[X Link](https://x.com/taobanker/status/2013809676148691248)  2026-01-21T03:03Z 10.7K followers, [----] engagements


"I love ordering $cava on doordash because it's like an exciting little $30 lottery. Could have primo quality ingredients or could literally be inedible. Especially the braised lamb"  
[X Link](https://x.com/taobanker/status/2013898023315591646)  2026-01-21T08:54Z 10.7K followers, [---] engagements


"$CAVA management doesn't get enough credit for gamifying food. It's a complete gamble every time I order. Brilliant"  
[X Link](https://x.com/taobanker/status/2014119660384321593)  2026-01-21T23:35Z 10.7K followers, [---] engagements


"Has anyone ever explained why I shouldn't buy $MORN"  
[X Link](https://x.com/taobanker/status/2014143252979482792)  2026-01-22T01:09Z 10.7K followers, [----] engagements


"$GPN $WEX Study these tickers Gator Capital Management Long $GPN Amazing track record Obvious Geniuses https://t.co/ikJWzrNAnr https://t.co/irqtNSNrf0 Gator Capital Management Long $GPN Amazing track record Obvious Geniuses https://t.co/ikJWzrNAnr https://t.co/irqtNSNrf0"  
[X Link](https://x.com/taobanker/status/2014143525256892434)  2026-01-22T01:10Z 10.6K followers, [----] engagements


"Imagine the market not even realizing that $YELP is literally a brilliant M&A platform"  
[X Link](https://x.com/taobanker/status/2014364454750707739)  2026-01-22T15:48Z 10.7K followers, [---] engagements


"$YELP blowing most of their cash on new acquisition with $25mm ARR. Exciting"  
[X Link](https://x.com/taobanker/status/2014367218264359002)  2026-01-22T15:59Z 10.7K followers, [----] engagements


"any generalists buying $csu here please refrain from commenting if you regularly suck off management"  
[X Link](https://x.com/taobanker/status/2014395214454984880)  2026-01-22T17:50Z 10.7K followers, [----] engagements


"buying $bmrry $bme.l i'm ready to be hurt again"  
[X Link](https://x.com/taobanker/status/2014708571133415527)  2026-01-23T14:35Z 10.6K followers, [----] engagements


"how the fuck am i already down half a percent on $bme.l"  
[X Link](https://x.com/taobanker/status/2014719509819482251)  2026-01-23T15:18Z 10.6K followers, [---] engagements


"what would happen if i bought $che"  
[X Link](https://x.com/taobanker/status/2014722625235292374)  2026-01-23T15:31Z 10.8K followers, [---] engagements


"@RodAlzmann I think $mtch is also interesting also $opra somewhat unrelated"  
[X Link](https://x.com/taobanker/status/2015216193553014952)  2026-01-25T00:12Z 10.5K followers, [---] engagements


"@KeremODB what have you noticed so far does it seem like there's signal in illiquid / small cap options chains"  
[X Link](https://x.com/taobanker/status/2015239525656596574)  2026-01-25T01:45Z 10.6K followers, [--] engagements


"Hey listen everyone who's watching the situation already understands this but if $KRO makes a full recovery imagine what's gonna happen to $NL and $VHI (I'm long)"  
[X Link](https://x.com/taobanker/status/2016175523131470000)  2026-01-27T15:44Z 10.8K followers, [----] engagements


"$QCOM selling pressure = $MNTN buying opportunity $QCOM disposes [------] $MNTN shares for $6.6M implying up to 10% reduction to its 10% stake; this marks second Qualcomm sale after MNTN's May IPO which led to MNTN's 9% intra-week selloff (-33%+ from May-June '25) at the time https://t.co/qp0H2inw62 $QCOM disposes [------] $MNTN shares for $6.6M implying up to 10% reduction to its 10% stake; this marks second Qualcomm sale after MNTN's May IPO which led to MNTN's 9% intra-week selloff (-33%+ from May-June '25) at the time https://t.co/qp0H2inw62"  
[X Link](https://x.com/taobanker/status/2016285145540522112)  2026-01-27T23:00Z 10.6K followers, [----] engagements


"the price of $mntn seems wrong"  
[X Link](https://x.com/taobanker/status/2016285871046066494)  2026-01-27T23:03Z 10.7K followers, [----] engagements


"holy fuck there are some really awesome deals in the market i didn't really notice while i was vibe coding ideas: $DUOL $PINS $ADBE $MNTN $PYPL $CSU $MORN $COUR $INMD $NLOP $VVX"  
[X Link](https://x.com/taobanker/status/2016286333593956427)  2026-01-27T23:04Z 10.6K followers, [----] engagements


"why did $ryan seppuku today"  
[X Link](https://x.com/taobanker/status/2016304321294426564)  2026-01-28T00:16Z 10.6K followers, [----] engagements


"I'm feeling like $adus might be a legit retirement opportunity this is a well managed company trading for like 15x earnings"  
[X Link](https://x.com/taobanker/status/2016573881838870806)  2026-01-28T18:07Z 10.8K followers, [----] engagements


"I've been buying $genk. this company has been reinvesting a lot. if their frozen food takes off or the operating business turns around there's huge upside here. i'm curious to hear more about bear case tho"  
[X Link](https://x.com/taobanker/status/2016575822593757336)  2026-01-28T18:15Z 10.8K followers, [----] engagements


"just realized there's some yummy titanium dioxide in these yogrut pretzels $kro $vhi $nl"  
[X Link](https://x.com/taobanker/status/2016601471194710053)  2026-01-28T19:57Z 10.8K followers, [----] engagements


"another one of these small restaurant / franchise stocks i'm buying is $gtim i literally just started buying this and not sure how much i'll buy but i feel it's definitely puntable here"  
[X Link](https://x.com/taobanker/status/2016603013201248610)  2026-01-28T20:03Z 10.7K followers, [----] engagements


"@CapitalFang would be curious for you to take a look at $gtim and $mhgu also would love to know what you're thinking about $genk here"  
[X Link](https://x.com/taobanker/status/2016603132457877924)  2026-01-28T20:03Z 10.7K followers, [---] engagements


"@CapitalFang am i trippin or is $genk undervalued just on the frozen / grocery opportunity at this point"  
[X Link](https://x.com/taobanker/status/2016607809341661430)  2026-01-28T20:22Z 10.7K followers, [---] engagements


"This is market maker Claude's take on Descartes' "cogito ergo sum""  
[X Link](https://x.com/taobanker/status/2016931370384212143)  2026-01-29T17:48Z 10.5K followers, [---] engagements


"$WEN ENTERING DEATH SPIRAL ZONE IF IT DOESN'T BOUNCE SOON FROM HERE NOT LOOKING GOOD"  
[X Link](https://x.com/taobanker/status/2016932966388105236)  2026-01-29T17:54Z 10.7K followers, [---] engagements


"mark my words the market never gave any add back credit for $tap intangible amortization now that they wrote it off they will get credit for better gaap earnings you're reading this here for the first time"  
[X Link](https://x.com/taobanker/status/2016949651417522487)  2026-01-29T19:00Z 10.8K followers, [----] engagements


"that $lulu price action is absolutely brutal"  
[X Link](https://x.com/taobanker/status/2016993734072668428)  2026-01-29T21:55Z 10.7K followers, [---] engagements


"should we be buying $mntn $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated sector. https://t.co/0JT0BdElCo $MNTN is a recent IPO thats seeing over 30% growth as a pure play in the hottest part of ad tech- CTV. You can buy it now for a 65% discount to what BlackRock (its major investor) paid in the [----] Series D. Its unfairly being sold off because ad tech is the most hated"  
[X Link](https://x.com/taobanker/status/2017008227691483616)  2026-01-29T22:53Z 10.6K followers, [----] engagements


"$PAX @IlyaKan2004 @SnowCapResearch I've also skimmed through the Patria Investments $PAX short report and Snowcap did put work in it but it's pretty nitpicking from the start: [--]. On PE valuation marks of on avg. 15x EV/EBITDA: high but not uncommon. These companies do seem to be performing badly but BR @IlyaKan2004 @SnowCapResearch I've also skimmed through the Patria Investments $PAX short report and Snowcap did put work in it but it's pretty nitpicking from the start: [--]. On PE valuation marks of on avg. 15x EV/EBITDA: high but not uncommon. These companies do seem to be performing badly but"  
[X Link](https://x.com/taobanker/status/2017024241321787625)  2026-01-29T23:57Z 10.7K followers, [---] engagements


"$wen has entered the death zone after failing to successfully launch tendies. advertising like crazy on x. franchisees might talk sense into new management hopefully"  
[X Link](https://x.com/taobanker/status/2017028721123696658)  2026-01-30T00:14Z 10.7K followers, [---] engagements


"I feel like just always buy negative narratives inbetween quarters $vz $tmus"  
[X Link](https://x.com/taobanker/status/2017257794383073441)  2026-01-30T15:25Z 10.5K followers, [---] engagements


"Legit almost everything I own is red today except $tap"  
[X Link](https://x.com/taobanker/status/2017278782030139620)  2026-01-30T16:48Z 10.8K followers, [---] engagements


"i took some losses cleaned up some smaller positions bought a lot of $btg and some $nexa"  
[X Link](https://x.com/taobanker/status/2017304852196397340)  2026-01-30T18:32Z 10.7K followers, [---] engagements


"okay i'm looking at the financials on $mntn and it's like okay is this a scam or are we gonna make a lot of money"  
[X Link](https://x.com/taobanker/status/2017403453786480974)  2026-01-31T01:03Z 10.7K followers, [----] engagements


"Please explain how any of the random shitcos you own is a better idea than owning $nflx at 27x forward earnings I'll wait"  
[X Link](https://x.com/taobanker/status/2017404901886656734)  2026-01-31T01:09Z 10.6K followers, 17.7K engagements


"is $KLAR balance sheet real what on earth is going on here"  
[X Link](https://x.com/taobanker/status/2017410330964484370)  2026-01-31T01:31Z 10.8K followers, [----] engagements


"Listen literally all I'm saying is that if you're looking strictly at growth stocks evaluated by street expectations I feel like $DUOL is clearly one of if not the cheapest stocks. 30x fwd earnings 18% net cash 20% growth expectations. Imagine if they beat"  
[X Link](https://x.com/taobanker/status/2017411991376158927)  2026-01-31T01:37Z 10.6K followers, [----] engagements


"$cour $udmy spend [--] minutes thinking about this this was a mini bubble back in late twenty teens. now they've actually grown to scale + merging into duopoly. can become profitable with synergies. colleges being disrupted. huge long term upside potential here"  
[X Link](https://x.com/taobanker/status/2017413727868322131)  2026-01-31T01:44Z 10.8K followers, [----] engagements


"is there any chance that agents / clawdbots increase demand for $dbx"  
[X Link](https://x.com/taobanker/status/2017415857685598513)  2026-01-31T01:53Z 10.6K followers, [---] engagements


"As a reminder shareholders can't eat "4 wall adjusted EBITDA pre SG&A" $SG It's easy. $SG bulls simply ignore all SG&A trust management's store level economics then assume some activist will save them. It's easy. $SG bulls simply ignore all SG&A trust management's store level economics then assume some activist will save them"  
[X Link](https://x.com/taobanker/status/2017592440442511400)  2026-01-31T13:34Z 10.6K followers, [----] engagements


""Earnings ex SBC are common metrics in SAAS shitcos nothing made up about it" I'm noticing a pattern here $SG @taobanker [--] wall margins and ebitda are common metrics in restaurants nothing made up about it They have a G&A/corp expense problem if you benchmark vs peers @taobanker [--] wall margins and ebitda are common metrics in restaurants nothing made up about it They have a G&A/corp expense problem if you benchmark vs peers"  
[X Link](https://x.com/taobanker/status/2017592643539095798)  2026-01-31T13:35Z 10.6K followers, [----] engagements


"Lmao this post reeks of professional arrogance at the expense of common sense $SG @taobanker You dont ignore SG&A you benchmark it to other concepts and see they wildly overspend. You dont trust store level economics you can derive them yourself based on easily quantifiable gp on salads people per store rent/occupancy costs. Its a simple business @taobanker You dont ignore SG&A you benchmark it to other concepts and see they wildly overspend. You dont trust store level economics you can derive them yourself based on easily quantifiable gp on salads people per store rent/occupancy costs. Its a"  
[X Link](https://x.com/taobanker/status/2017593103503294583)  2026-01-31T13:37Z 10.6K followers, [----] engagements


"TTM EBITDA: -$23MM $SG"  
[X Link](https://x.com/taobanker/status/2017593987389952178)  2026-01-31T13:41Z 10.6K followers, [----] engagements


"@busgus @ContrarianKiwi that's $mtn"  
[X Link](https://x.com/taobanker/status/2017606711196979682)  2026-01-31T14:31Z 10.7K followers, [---] engagements


"I still think it's hilarious how many people are constantly making their hydration problems worse by drinking too much water instead of balancing electrolytes"  
[X Link](https://x.com/taobanker/status/2017761729699021111)  2026-02-01T00:47Z 10.6K followers, [----] engagements


"lol i told you guys $duol was literally the cheapest software stock. and i don't even cover software.it's crazy how broad my coverage is SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward projected revenue growth is crucial for investors because it provides insight into the company's future https://t.co/XFibxPCmt4 SaaS companies* are typically evaluated based on the Forward EV/Sales multiple relative to their projected NTM revenue growth. Evaluating growth stocks using forward"  
[X Link](https://x.com/taobanker/status/2017803245473742961)  2026-02-01T03:32Z 10.6K followers, [----] engagements


"about a month ago i told you guys i suddenly noticed one day in my personal life inflation was suddenly gone one day now look at the truflation data one month later.trending negative. there is no more inflation. most people still in disbelief chasing ghost of debasement"  
[X Link](https://x.com/taobanker/status/2018129342677590273)  2026-02-02T01:08Z 10.7K followers, 21K engagements


"buying $skm sold most of my $nexa"  
[X Link](https://x.com/taobanker/status/2018338447392391506)  2026-02-02T14:59Z 10.8K followers, [----] engagements


"bought some $morn again"  
[X Link](https://x.com/taobanker/status/2018365316737208795)  2026-02-02T16:46Z 10.7K followers, [---] engagements


"$MORN IS TRADING FOR 18.6X FWD EARNINGS LOL"  
[X Link](https://x.com/taobanker/status/2018365440041333067)  2026-02-02T16:46Z 10.7K followers, [---] engagements


"The funniest thing about normies is that they're so psyopable they actually believe narratives like "humans are done drinking alcohol" lmao $tap"  
[X Link](https://x.com/taobanker/status/2018372467689922729)  2026-02-02T17:14Z 10.8K followers, [---] engagements


"it's legit crazy how i'm the only person talking about $morn like what's going on"  
[X Link](https://x.com/taobanker/status/2018380092230033679)  2026-02-02T17:44Z 10.7K followers, [----] engagements


"@irbezek It's so cheap"  
[X Link](https://x.com/taobanker/status/2018382192217407526)  2026-02-02T17:53Z 10.7K followers, [---] engagements


"wow i sold some $TAP feb 22nd [--] C for over a dollar lol god bless america"  
[X Link](https://x.com/taobanker/status/2018397286577951172)  2026-02-02T18:53Z 10.8K followers, [---] engagements


"@AcaciaCap damn i might need to buy $fds too"  
[X Link](https://x.com/taobanker/status/2018456127915147472)  2026-02-02T22:46Z 10.7K followers, [---] engagements


"@AcaciaCap yeah plus $morn does ratings"  
[X Link](https://x.com/taobanker/status/2018456566266269988)  2026-02-02T22:48Z 10.7K followers, [---] engagements


"I'm a huge balance sheet guy and i think people are freaking out about $orcl debt for all the wrong reasons this is just a turbo version of freaking out about google capex bc there is debt involved the top line numbers will smoke bears 90% of fintwit will claim they own calls"  
[X Link](https://x.com/taobanker/status/2018457117166911905)  2026-02-02T22:50Z 10.6K followers, [----] engagements


"jesus this $pypl reaction is rough i'm about to get murked"  
[X Link](https://x.com/taobanker/status/2018667089591149003)  2026-02-03T12:45Z 10.8K followers, [----] engagements


"People are blowing up in software right now.it's obvious.figure out what you need to do"  
[X Link](https://x.com/taobanker/status/2018699994509840431)  2026-02-03T14:55Z 10.7K followers, [----] engagements

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