# ![@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 [-------] +198%
- [--] Month [---------] +7.10%
- [--] Months [----------] +158%
- [--] Year [----------] +781%

### 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 [---] -3%
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- [--] Months [-----] +48%
- [--] Year [-----] +132%

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

- [--] Week [------] +2.20%
- [--] Month [------] +6%
- [--] Months [------] +44%
- [--] Year [------] +242%

### 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)  #4984 [finance](/list/finance)  20.48% [technology brands](/list/technology-brands)  9.14% [cryptocurrencies](/list/cryptocurrencies)  6.22% [social networks](/list/social-networks)  1.1% [exchanges](/list/exchanges)  1.1% [countries](/list/countries)  0.91% [fashion brands](/list/fashion-brands)  0.55% [currencies](/list/currencies)  0.37% [financial services](/list/financial-services)  0.37%

**Social topic influence**
[in the](/topic/in-the) 4.75%, [$yelp](/topic/$yelp) #14, [money](/topic/money) 3.66%, [$morn](/topic/$morn) 3.47%, [gamma](/topic/gamma) #412, [$wmt](/topic/$wmt) #997, [$tap](/topic/$tap) #11, [if you](/topic/if-you) #3683, [business](/topic/business) #4967, [hedging](/topic/hedging) 2.38%

**Top accounts mentioned or mentioned by**
[@utilitypure](/creator/undefined) [@catnyanpital](/creator/undefined) [@ser_kingslayer_](/creator/undefined) [@evrgn11112231](/creator/undefined) [@nuggetcapital](/creator/undefined) [@bobertbedford](/creator/undefined) [@atelicinvest](/creator/undefined) [@takethelearly](/creator/undefined) [@ambushc15225](/creator/undefined) [@hatfieldcapital](/creator/undefined) [@vulmearj45663](/creator/undefined) [@mrneutralman](/creator/undefined) [@rodalzmann](/creator/undefined) [@acaciacap](/creator/undefined) [@jnconkle](/creator/undefined) [@riceforthought](/creator/undefined) [@capitalfang](/creator/undefined) [@busgus](/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) [Duolingo, Inc.  (DUOL)](/topic/$duol) [MNTN, Inc. (MNTN)](/topic/$mntn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Coursera, Inc. (COUR)](/topic/$cour) [CarGurus, Inc. Class A Common Stock (CARG)](/topic/$carg) [Diageo plc (DEO)](/topic/$deo) [Oracle Corporation (ORCL)](/topic/$orcl) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Nexa (NEXA)](/topic/$nexa) [OMS Energy Technologies Inc. (OMSE)](/topic/$omse) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Lineage, Inc. (LINE)](/topic/$line) [Campbell Soup Company (CPB)](/topic/$cpb) [Adobe, Inc. (ADBE)](/topic/$adbe) [Uber Technologies, Inc. (UBER)](/topic/$uber) [GEN Restaurant Group, Inc. (GENK)](/topic/$genk) [WEN Token (WEN)](/topic/$wen) [Laird Superfood, Inc.  (LSF)](/topic/$lsf) [Global Payments Inc (GPN)](/topic/$gpn) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [Workday Inc (WDAY)](/topic/$wday) [Sweetgreen Inc. (SG)](/topic/$sg) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [MediBloc (MED)](/topic/$med) [IPG Photonics Corporation (IPGP)](/topic/$ipgp) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Portillo’s Inc. (PTLO)](/topic/$ptlo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ECRAF Battery metal royalties spinoff of $SOUHY Funded by coking coal royalties that are expiring next year In the grand scheme of things this seems like a good price to set and forget Royalties have been one of the best ways to make it in resources without being a pro"  
[X Link](https://x.com/taobanker/status/1673442082092883968)  2023-06-26T21:24Z 10.5K 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 10.7K 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


"Just read through $NGS quarter. COO suddenly out due to random family development. Listing fabrication facility for sale. Low horsepower compression seems to continue to bleed out contracts. Otherwise looks like business is going to plan. Small repurchase plan approved. Adj. ebitda of $19.7mm seems good enough to satisfy the market imo. https://twitter.com/i/web/status/1955012104693358671 https://twitter.com/i/web/status/1955012104693358671"  
[X Link](https://x.com/taobanker/status/1955012104693358671)  2025-08-11T21:03Z 10.5K followers, [----] engagements


"In $NGS conference call CEO talks about green shoots for deploying smaller compressors into natty operations.this is incrementally bullish and every $ of cash flow helps as we convince the market we are making good investments w/ debt here Just read through $NGS quarter. COO suddenly out due to random family development. Listing fabrication facility for sale. Low horsepower compression seems to continue to bleed out contracts. Otherwise looks like business is going to plan. Small repurchase plan approved. Adj. Just read through $NGS quarter. COO suddenly out due to random family development."  
[X Link](https://x.com/taobanker/status/1955285921814745403)  2025-08-12T15:11Z 10.5K followers, [----] engagements


"$MCS I wrote it up [--] years ago saying it was fairly valued at around this price $433mm market cap movie theater + hotel owner-operator. Ballpark 2/3 of ebitda from theaters 1/3 from hotel but keep in mind hotel capex is a bitch. Spent a metric fuckton -- $300mm+ -- upgrading their movie theaters in the years leading up to [----]. Massive L but at least they have nice theaters now. And we are still depreciating those investments $45mm a year while movie theater maintenance capex is prob $15mm-$20mm now. Similarly I believe they caught up on hotel capex over the last few years. Point being -- we"  
[X Link](https://x.com/taobanker/status/1976592351872106849)  2025-10-10T10:15Z 10.5K followers, [----] engagements


"Oh my goodness. I gave the new ChatGPT 5-pro a prompt to write a Taiheiyo Cement memo with a couple dozen lines of rough notes to look for. It fucking nailed the main thesis right off the bat -- not just a turnaround / value trap but a margin expansion story"  
[X Link](https://x.com/taobanker/status/1978132110050288061)  2025-10-14T16:13Z 10.6K 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


"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


"$NGS a business where management pretty much tells you the ROIIC explicitly Buffett talks about return on incremental invested capital Source:@BluegrassCap https://t.co/EhngT40ktz Buffett talks about return on incremental invested capital Source:@BluegrassCap https://t.co/EhngT40ktz"  
[X Link](https://x.com/taobanker/status/1982207595726176481)  2025-10-25T22:08Z 10.5K 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


"jfc citrini wrote a lot about gas. I ain't reading all that. Nice to see the compression shoutout tho with $KGS. Will ask my AI to summarize how it relates to $PNRG"  
[X Link](https://x.com/taobanker/status/1984648070152265953)  2025-11-01T15:45Z 10.7K followers, [----] engagements


"$OMSE blocked on schwab online trading = moon sauce"  
[X Link](https://x.com/taobanker/status/1985367214736695496)  2025-11-03T15:23Z 10.6K followers, [---] engagements


"$SBNC 10k share price goes hard af"  
[X Link](https://x.com/taobanker/status/1985457796226199832)  2025-11-03T21:23Z 10.5K 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


"$NGS operating SUPERIOR TECHNOLOGY in an OLIGOPOLY market -- 20%+ ROIC"  
[X Link](https://x.com/taobanker/status/1988310913859096605)  2025-11-11T18:20Z 10.5K 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


"$LSF it's over sorry"  
[X Link](https://x.com/taobanker/status/1988916975616012517)  2025-11-13T10:28Z 10.5K 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


"$CARG They've been buying back shares (3%+ per year) They make internet money with 88% gross margins They're expected to keep growing top line Trading at a 5.5% earnings yield Is this stock lowkey goated Or just no-moated"  
[X Link](https://x.com/taobanker/status/1989814801485471902)  2025-11-15T21:56Z 10.6K 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 10.6K followers, [----] engagements


"jim rickards dumping $geos ahead of earnings"  
[X Link](https://x.com/taobanker/status/1991193909528064257)  2025-11-19T17:16Z 10.5K followers, [----] engagements


"@APKramar my portfolio: everything keeps balancing each other out. can't gain any traction. been losing money trading while longer term holds have been gaining in aggregate. $nc $ngs breaking out. boomer stonks in general: anti-bubble / reverse momentum. go down every single day"  
[X Link](https://x.com/taobanker/status/1991668125906137113)  2025-11-21T00:40Z 10.5K followers, [---] engagements


"@APKramar i think you can probably pass over $ngs here but $nc potentially has crazy upside so it would make more sense to buy a breakout"  
[X Link](https://x.com/taobanker/status/1991670938610331835)  2025-11-21T00:52Z 10.5K 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


"The backdrop: It was [----]. The market was in turmoil. No one knew where to turn but $DBMF number was going up. The solution: "Macro Strategist" Mike Green launches and aggressively markets competing product $CTA as a refuge from "passive flows" The outcome:"  
[X Link](https://x.com/taobanker/status/1992382321568477334)  2025-11-22T23:58Z 10.5K followers, [----] engagements


"My quant is pushing me hard on $GPN. He said they're gmi and it's better than something like $PYPL because they're actually the rails to paypal. That's as far as I could absorb so far due to my ADHD. The reason I bring this up is that my first instinct is to shit on any payments"  
[X Link](https://x.com/taobanker/status/1992610104500445394)  2025-11-23T15:04Z 10.5K 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


"Massive piece of shit $GEOS potentially buyable here if you're willing to forget about it for a year or more. This is one of the most idiosyncratic situations in the market. I would be interested in any estimates of potential Heartbeat Detector revenue"  
[X Link](https://x.com/taobanker/status/1993458718000980408)  2025-11-25T23:16Z 10.5K followers, [---] engagements


"They say there's no such thing as a quintuple top $NGS"  
[X Link](https://x.com/taobanker/status/1993469370044235816)  2025-11-25T23:58Z 10.5K 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


"$med i've never seen something blow up quite like this i mean this is really incredible"  
[X Link](https://x.com/taobanker/status/1995647808825950683)  2025-12-02T00:14Z 10.5K followers, [---] engagements


"@MowTrader i feel like that's a good catalyst only thing keeping me away is $ngs is still noticeably cheaper with better growth prospects"  
[X Link](https://x.com/taobanker/status/1995876150468641071)  2025-12-02T15:22Z 10.5K followers, [--] engagements


"$LSF under deep selling pressure has a strong balance sheet with 23% net cash and decent amount of working capital grew revenue 10% y/y last quarter issue is its still sub-scale for most m&a potential while growth has slowed but product/brand is pretty solid"  
[X Link](https://x.com/taobanker/status/1996764212543009155)  2025-12-05T02:11Z 10.5K 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 10.6K 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


"$lsf is extremely puntable here with 24% net cash balance and 29% inventory to market cap. this isn't a hard decision. there is more upside risk than downside risk"  
[X Link](https://x.com/taobanker/status/1998527798936469651)  2025-12-09T22:58Z 10.5K 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 10.6K 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


"when people criticize management for very specific reasons that's bearish when people trash talk management and it's just bc the stonk price is down that's bullish"  
[X Link](https://x.com/taobanker/status/2000618541842678099)  2025-12-15T17:26Z 10.5K 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


"$PTLO is a long term buy but most of you aren't ready for that conversation"  
[X Link](https://x.com/taobanker/status/2002758230121025884)  2025-12-21T15:09Z 10.6K 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


"The reddit chatter on $LSF acquisition navitas organics seems generally pretty positive. The matcha is reported as high quality + good price. The cocoa has been tested as lower in heavy metals than anywhere else"  
[X Link](https://x.com/taobanker/status/2003147611612778804)  2025-12-22T16:56Z 10.6K followers, [----] engagements


"I'm not saying I understand $LW but i just put it in my tracker and I don't see any reason to own this. it isn't cheap and it has a lot of debt"  
[X Link](https://x.com/taobanker/status/2003587268637004262)  2025-12-23T22:03Z 10.5K followers, [----] engagements


"$DEO is finally buyable but most of you aren't ready for that conversation"  
[X Link](https://x.com/taobanker/status/2003589755183964278)  2025-12-23T22:13Z 10.7K followers, [----] engagements


"$OMSE now trading at TBV $OMSE lockup expired https://t.co/1B8IxdNLKr $OMSE lockup expired https://t.co/1B8IxdNLKr"  
[X Link](https://x.com/taobanker/status/2004916764451504285)  2025-12-27T14:06Z 10.5K 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


"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


"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


"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


"even though it's in my sticky i don't own a $carg position rn. is that a mistake I have it mentally in a similar category as $yelp but with better growth prospects and a higher valuation. I feel like it should be a 1% position"  
[X Link](https://x.com/taobanker/status/2008625461228958090)  2026-01-06T19:43Z 10.7K 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


"@flippyfloppy52 Yep you hit the nail on the head. My research partner called this out many years ago. That's why I'm long grocers $ASBFY $NGVC $VLGEA"  
[X Link](https://x.com/taobanker/status/2008948150216872389)  2026-01-07T17:05Z 10.5K 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


"What do you reckon Fintwit would have had to say about $EA at that time Massively divergent views get massively paid -- when correct Here's to thinking big in the 2030's and beyond. Decided to become a #neversell https://t.co/DHnah4gqrf Decided to become a #neversell https://t.co/DHnah4gqrf"  
[X Link](https://x.com/taobanker/status/2010073899091075233)  2026-01-10T19:38Z 10.6K followers, [----] 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


"I just bought $pypl $yelp $carg $psix and $gtlb but the only reason why is because I'm a massive chad. Don't try this at home"  
[X Link](https://x.com/taobanker/status/2010726757398430069)  2026-01-12T14:53Z 10.7K 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


"Every time I go out IRL i see people drinking the same thing. miller lite . and usually one or two weird guys drinking $bud products . you never even hear about $heiny anymore they fell off hard. winners drink miller lite $tap Say it with me booze is coming back. Say it with me booze is coming back"  
[X Link](https://x.com/taobanker/status/2010764668751544728)  2026-01-12T17:23Z 10.5K followers, [----] engagements


"the reason I dont like $stz aside from valuation is that these brands are vacation/island beers.these are not serious beers.modelo was/is a meme (sorry but its true).corona isn't a daily driver bc of the lime thing. miller lite is the lubricant that keeps economy going $tap"  
[X Link](https://x.com/taobanker/status/2010765927638356217)  2026-01-12T17:28Z 10.5K 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 10.6K followers, [---] engagements


"I can't believe I listened to the $hcc bears at the bottom tbh. Gotta underwrite through the cycle what can you say"  
[X Link](https://x.com/taobanker/status/2010776756391985358)  2026-01-12T18:11Z 10.5K 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


"Anyone familiar with this fund or $DVA Doma Perpetual Capital Management holds 15.9% of their $298M portfolio in $DVA a stock down 8.2% over [--] days and 29% over the past year. They increased the position. The fund runs a 12-stock portfolio with 99% concentrated in their top [--] holdings. Pedro Escudero's firm Doma Perpetual Capital Management holds 15.9% of their $298M portfolio in $DVA a stock down 8.2% over [--] days and 29% over the past year. They increased the position. The fund runs a 12-stock portfolio with 99% concentrated in their top [--] holdings. Pedro Escudero's firm"  
[X Link](https://x.com/taobanker/status/2010841593192878100)  2026-01-12T22:29Z 10.5K followers, [----] engagements


"This will upset many of you but i'm thinking about buying $wday"  
[X Link](https://x.com/taobanker/status/2011100791978000857)  2026-01-13T15:39Z 10.5K 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


"is $carg goated or no-moated $CARG They've been buying back shares (3%+ per year) They make internet money with 88% gross margins They're expected to keep growing top line Trading at a 5.5% earnings yield Is this stock lowkey goated Or just no-moated $CARG They've been buying back shares (3%+ per year) They make internet money with 88% gross margins They're expected to keep growing top line Trading at a 5.5% earnings yield Is this stock lowkey goated Or just no-moated"  
[X Link](https://x.com/taobanker/status/2011568031387041890)  2026-01-14T22:36Z 10.6K followers, [----] engagements


"Look how bombed out $cour is no one is talking about this"  
[X Link](https://x.com/taobanker/status/2011848380842979740)  2026-01-15T17:10Z 10.7K 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


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


"@taketheLearly that's a very keen observation sir. Can you imagine $CPB re-rating to 15x $1bb I can. Lots of upside"  
[X Link](https://x.com/taobanker/status/2012228471036997965)  2026-01-16T18:20Z 10.5K followers, [---] engagements


"@taketheLearly $cpb makes only 30% margins now some see that as bearish i see it as bullish"  
[X Link](https://x.com/taobanker/status/2012229118981485021)  2026-01-16T18:23Z 10.5K 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


"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 10.7K followers, [---] engagements


"$tti god damnit i hate it when a cyclical breaks out of a long base and i know it's going to keep going up and i don't do anything"  
[X Link](https://x.com/taobanker/status/2012273249653043490)  2026-01-16T21:18Z 10.5K followers, [---] engagements


"@jynxsp0ck $cpb or $jbss imo"  
[X Link](https://x.com/taobanker/status/2012366098897801636)  2026-01-17T03:27Z 10.5K followers, [--] engagements


"seems like it could be time to buy $line @Mr_Neutral_Man"  
[X Link](https://x.com/taobanker/status/2012540272190587252)  2026-01-17T14:59Z 10.5K 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 10.7K 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


"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


"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


"Internet money companies that I currently own $ADBE $CARG $YELP $MORN"  
[X Link](https://x.com/taobanker/status/2014351828054310930)  2026-01-22T14:57Z 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


"I got schwab to take off my shitco trading restrictions this is huge"  
[X Link](https://x.com/taobanker/status/2014761107571843535)  2026-01-23T18:04Z 10.5K 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


"$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


"what would happen if we bought $tic"  
[X Link](https://x.com/taobanker/status/2016339592186654907)  2026-01-28T02:36Z 10.5K followers, [----] engagements


"$sbux you literally don't need to know anything about large caps except twitter sentiment"  
[X Link](https://x.com/taobanker/status/2016498179391316085)  2026-01-28T13:06Z 10.5K followers, [---] engagements


"IF YOU THINK YOU CAN VIBE CODE THE FULL FUNCTIONALITY OF DUOLINGO GO AHEAD AND TRY LMAO LET US KNOW HOW THAT WORKS OUT $DUOL"  
[X Link](https://x.com/taobanker/status/2016505262702563637)  2026-01-28T13:34Z 10.5K followers, [---] engagements


"If we're strictly talking about street estimates $duol gotta be one of the cheapest software stonks. At least analysts haven't given up on growth there like they have with $pins"  
[X Link](https://x.com/taobanker/status/2016665112833110272)  2026-01-29T00:10Z 10.5K followers, [----] engagements


"I sold $YELP $CARG to consolidate into $PYPL for now"  
[X Link](https://x.com/taobanker/status/2016896473300906356)  2026-01-29T15:29Z 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


"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 10.7K 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


"I love situations like $INMD where something is actually happening yet all people can say is BaD ManAgEMenT like guys i'm pretty sure we are supposed to respond to changing developments but idk that's just my opinion tho"  
[X Link](https://x.com/taobanker/status/2017000902553440313)  2026-01-29T22:24Z 10.5K 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


"What else would the explanation be . respectfully the price of precious metals is literally made up anyone who believes differently is in the major leagues of coping People try to rationally explain a price movement (and there are some fundamental reasons) but Occam's razor is helpful here: simplest explanation is usually correct one. price going up makes more people want to buy. I think that's responsible for a big chunk of this move https://t.co/GmKQCiupuz People try to rationally explain a price movement (and there are some fundamental reasons) but Occam's razor is helpful here: simplest"  
[X Link](https://x.com/taobanker/status/2017179394544939151)  2026-01-30T10:13Z 10.5K 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 10.6K followers, [---] engagements


"This new fed guy is all about shrinking fed balance sheet apparently. Market has been so focused on rates I don't think it is understanding the implications. Balance sheet shrinkage could be an effective tool for slowing down the economy as an emergency break even if"  
[X Link](https://x.com/taobanker/status/2017372980393751032)  2026-01-30T23:02Z 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


"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


"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


"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


"WTF. WHY IS LINDYMAN STEALING MY TAKES NOW LMAO"  
[X Link](https://x.com/taobanker/status/2018130708099698933)  2026-02-02T01:13Z 10.5K followers, [----] engagements


"I kinda think the technical analysis guys have it right vs the quants when it comes to the major indices because at the end of the day the market is so dynamic and the degrees of freedom explode like crazy it's actually better to have a few dozen macro priors & ape inflections"  
[X Link](https://x.com/taobanker/status/2018155634596688162)  2026-02-02T02:52Z 10.5K followers, [----] engagements


"Let me expand on this: it's really hard to have a model with many features that doesn't suck by overfitting but if you're a technical analysis guy apeing historical patterns / indicators then apeing the summary stats you can potentially get "signal" from a few dozen features I kinda think the technical analysis guys have it right vs the quants when it comes to the major indices because at the end of the day the market is so dynamic and the degrees of freedom explode like crazy it's actually better to have a few dozen macro priors & ape inflections I kinda think the technical analysis guys"  
[X Link](https://x.com/taobanker/status/2018158214412480885)  2026-02-02T03:03Z 10.5K followers, [----] engagements


"@stoked_on_waves like $tait @ShmuelLon"  
[X Link](https://x.com/taobanker/status/2018159405557039306)  2026-02-02T03:07Z 10.5K followers, [---] engagements


"@AmbushC15225 never"  
[X Link](https://x.com/taobanker/status/2018193363619504504)  2026-02-02T05:22Z 10.5K 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


"OKAY this is FINALLY the correct $QQQ 5% OTM term structure The symmetric dots show nearby strikes The dot size shows the relative OI of all shown strikes"  
[X Link](https://x.com/taobanker/status/2018366287374639197)  2026-02-02T16:49Z 10.5K followers, [---] engagements


"bought a little $moh"  
[X Link](https://x.com/taobanker/status/2018370770225828142)  2026-02-02T17:07Z 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 10.7K 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 10.7K followers, [---] engagements


"if you had to buy one at the current price MSFT ORCL MSFT ORCL"  
[X Link](https://x.com/taobanker/status/2018446881677058292)  2026-02-02T22:10Z 10.6K 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 10.7K followers, [----] engagements


"sigh I kinda knew I was fucked in this moment I've never seen a retarded investor presentation that wasn't a bad investment $PYPL investor day presentation from last year is one of the top [--] most retarded things i've ever scrolled through it reads like unhinged executive verbal diarrhea with no checks by any thinking adults in the room "Just keep repeating that we have [---] petabytes of data" $PYPL investor day presentation from last year is one of the top [--] most retarded things i've ever scrolled through it reads like unhinged executive verbal diarrhea with no checks by any thinking adults"  
[X Link](https://x.com/taobanker/status/2018670300767158500)  2026-02-03T12:57Z 10.5K followers, [----] engagements


"i've been buying heavily $morn $duol alaso some $orcl $msft $opra i'm getting smoked it's ok"  
[X Link](https://x.com/taobanker/status/2018708566362796334)  2026-02-03T15:30Z 10.7K followers, [----] engagements


"THE MARKET JUST WANTS TO BRO OUT AND SIP SOME MILLER LITE $TAP"  
[X Link](https://x.com/taobanker/status/2018709923748614638)  2026-02-03T15:35Z 10.7K followers, [---] engagements


"Okay wow excellent I finally figured out this dealer gamma hedging shit. It's actually pretty simple: OTM puts/calls = support/resistance -- but must watch OI / volume as customers can reverse the flow ITM puts/calls = crash zones / upside accelerants --"  
[X Link](https://x.com/taobanker/status/2018773426555523214)  2026-02-03T19:47Z 10.7K followers, [---] engagements


"$ISSC GAMMA LEVELS MEDIUM SUPPORT AT $20 HUGE RESISTANCE AT $22 ALMOST NO UPSIDE ACCELERANT (A LITTLE AT $25) LARGE CRASH ZONE AT $12"  
[X Link](https://x.com/taobanker/status/2018778866525901097)  2026-02-03T20:09Z 10.7K followers, [---] engagements


"$DUOL DUOLINGO GAMMA LEVELS SMALL SUPPORT ZONE AT $100 BUT THE REAL STORY IS HUGE UPSIDE ACCELERANT AT $140 BOOKMARK THIS"  
[X Link](https://x.com/taobanker/status/2018780207336051105)  2026-02-03T20:14Z 10.6K followers, [---] engagements


"@astridwilde1 $estc isn't a meme"  
[X Link](https://x.com/taobanker/status/2018869160869294210)  2026-02-04T02:08Z 10.6K followers, [---] engagements


"Holy shit. Just uncovered some elite alpha with ChatGPT. Apparently $STLA is the only company still producing RAM -- under their Dodge brand. Bookmark this"  
[X Link](https://x.com/taobanker/status/2019001916970119412)  2026-02-04T10:55Z 10.6K followers, 12K engagements


"i'm long $adbe here"  
[X Link](https://x.com/taobanker/status/2019060232333226094)  2026-02-04T14:47Z 10.5K followers, [---] engagements


"I HAVE A LARGER THAN 1% POSITION IN $MNTN LOOK AT THE FINANCIALS THEN TELL ME WHATS UP LOL"  
[X Link](https://x.com/taobanker/status/2019067179853840603)  2026-02-04T15:15Z 10.7K followers, [----] engagements


"MBA INTERN SAID YESTERDAY WE SHOULD SELL ORCL BC THE TICKER SOUNDS TOO MUCH LIKE URKEL AND URKEL WAS A LOSER FUCKED UP PART IS HE WASN'T WRONG"  
[X Link](https://x.com/taobanker/status/2019077174825721945)  2026-02-04T15:54Z 10.6K followers, [----] engagements


"$ADBE ADOBE GAMMA PIN AT $300 = PEOPLE WHO SHORTED THE HOLE (BOUGHT PUTS W/ [---] STRIKE) AS THE PRICE GOES UP THE DEALER CAN REVERSE THEIR NEGATIVE POSITIONING (DELTA HEDGING) ADOBE HAS UPSIDE ACCELERANT IF IT APPROACHES $300 THIS WEEK IMO"  
[X Link](https://x.com/taobanker/status/2019093355980837130)  2026-02-04T16:59Z 10.5K followers, [---] engagements


"michael burry is fucking retarded we can stop talking about this guy"  
[X Link](https://x.com/taobanker/status/2019135332466425866)  2026-02-04T19:45Z 10.6K followers, 12.3K engagements


"SMART THING THAT ONE COULDA DID BASED OFF THIS TERM STRUCTURE IS TO SELL [--] DAY OR [--] DAY VOL AND HEDGE FURTHER OUT AND POTENTIALLY DEEPER. THIS IS WHY I NEED A REAL OFFICE INSTEAD OF CHILLIN ON MY COUCH"  
[X Link](https://x.com/taobanker/status/2019137340980310438)  2026-02-04T19:53Z 10.5K followers, [----] engagements


"I'm about to plug into the options websocket My system keeps getting better every day it's actually wild I have this options dealer delta/gamma stuff pretty much nailed down already too"  
[X Link](https://x.com/taobanker/status/2019143860409233660)  2026-02-04T20:19Z 10.5K followers, [---] engagements


"I will be very curious to see how my $QQQ model updates. Model was like 28th percentile with yesterday's data and the deciding factor was that the spread of VIX to realized vol was not sufficiently high. Claude and I literally discussed overriding that signal due to IV skew"  
[X Link](https://x.com/taobanker/status/2019195489665835050)  2026-02-04T23:44Z 10.5K followers, [---] engagements


"$ISSC gamma pins"  
[X Link](https://x.com/taobanker/status/2019229581689999724)  2026-02-05T02:00Z 10.7K followers, [---] engagements


"$PSIX GAMMA PINS"  
[X Link](https://x.com/taobanker/status/2019230530706063770)  2026-02-05T02:04Z 10.5K followers, [----] engagements


"@CasinoCapital what is this a tech-company adjusted balance sheet lmao"  
[X Link](https://x.com/taobanker/status/2019371699620262105)  2026-02-05T11:25Z 10.5K followers, [---] engagements


"if $wmt carries the nasdaq today i'm going to lose my fucking shit"  
[X Link](https://x.com/taobanker/status/2019388671175045516)  2026-02-05T12:32Z 10.7K followers, [---] engagements


"@UrInsideMan @resourcebull it's the best of the big snack shitcos the chart looks good i concluded $tap was better but i've been thinking about it"  
[X Link](https://x.com/taobanker/status/2019425774085062892)  2026-02-05T14:59Z 10.6K followers, [--] engagements


"$GEOS i was about to call this out pre market but it sounded so unbelievable i didn't but there was a huge crash zone at [--] and that's why it crashed through 12"  
[X Link](https://x.com/taobanker/status/2019431059885339130)  2026-02-05T15:20Z 10.6K followers, [---] engagements


"Holy shit. These intraday recoveries where everything in the index except what I own goes up are brutal"  
[X Link](https://x.com/taobanker/status/2019446528545333565)  2026-02-05T16:22Z 10.5K followers, [----] engagements


"@flippyfloppy52 DOING A REVERSE TRIANGLE ONCE I TAKE OVER WENDYS"  
[X Link](https://x.com/taobanker/status/2019449970588328121)  2026-02-05T16:36Z 10.6K followers, [---] engagements


"THE DUMBEST TRADE IN THE MARKET RIGHT NOW IS LONG ONLY MANAGERS THINKING THEY ARE SAFE IN WALMART LOL"  
[X Link](https://x.com/taobanker/status/2019452650190741902)  2026-02-05T16:46Z 10.5K followers, 10.6K engagements


"@anidesh7 @jnconkle A GENTLEMAN'S TRADE"  
[X Link](https://x.com/taobanker/status/2019452883310178731)  2026-02-05T16:47Z 10.5K followers, [--] engagements


"HEARING RUMORS THAT A LONG WALMART POD JUST STARTED BLOWING UP"  
[X Link](https://x.com/taobanker/status/2019457530380931507)  2026-02-05T17:06Z 10.5K followers, [----] engagements


"THE INDEX IS BARELY DOWN BUT MY PORTFOLIO IS DOWN A LOT I WAS TOLD THIS WASN'T POSSIBLE I'D LIKE TO SPEAK TO THE MANAGER OF THE NASDAQ"  
[X Link](https://x.com/taobanker/status/2019463830309351593)  2026-02-05T17:31Z 10.7K followers, [----] engagements


"NOW I AM BECOME TOM LEE THE DESTROYER OF WEALTH"  
[X Link](https://x.com/taobanker/status/2019502334062055595)  2026-02-05T20:04Z 10.5K followers, [----] engagements


"I HATE THAT I'M EXACTLY THE TYPE OF PERSON THAT WOULD GET BAGGED ON PAYPAL AND I GOT BAGGED ON PAYPAL. THIS SUCKS MAN PLEASE INVITE ME TO THE SUPPORT GROUP"  
[X Link](https://x.com/taobanker/status/2019504913814814802)  2026-02-05T20:14Z 10.5K followers, [----] engagements


"Check this out: inverse-delta weights on $QQQ term structure -- the weights are circle size and show relative customer conviction (assumes dealers are short). so for example someone spends a shitload of premium on 2dte this gets weighted more here (uses OI so [--] day lag)"  
[X Link](https://x.com/taobanker/status/2019513137083392503)  2026-02-05T20:47Z 10.5K followers, [---] engagements


"the [--] callouts on puts and calls are calling out where the highest volume has been TODAY so if you assume those customers are long (dealers are short) it could potentially be where today's smart money is buying / hedging"  
[X Link](https://x.com/taobanker/status/2019513333708423243)  2026-02-05T20:47Z 10.5K followers, [---] engagements


"THE WAY THEY BRING IN DAN IVES WHEN THE NASDAQ IS DOWN LIKE HE'S A NASDAQ FIREFIGHTER WOULD BE HILARIOUS EXCEPT THAT IT'S ACTUALLY KIND OF DISTURBING LIKE THE WHOLE NASDAQ IS AN INSIDE JOKE OR SOMETHING"  
[X Link](https://x.com/taobanker/status/2019524049014256030)  2026-02-05T21:30Z 10.5K followers, [----] engagements


"explained to my dad that autism just gamma flipped to be the greatest advantage in modern civilization and he found that very exciting"  
[X Link](https://x.com/taobanker/status/2019690033922600978)  2026-02-06T08:30Z 10.5K followers, [---] engagements


"$kmb looks good Just brainstorming some things you cannot currently prompt your way out of: -Eating -Toilet Paper -Drinking -Extracting Raw Materials -Turning Raw Materials into Goods -Aging -Lead times -Supply chains -Oil Just brainstorming some things you cannot currently prompt your way out of: -Eating -Toilet Paper -Drinking -Extracting Raw Materials -Turning Raw Materials into Goods -Aging -Lead times -Supply chains -Oil"  
[X Link](https://x.com/taobanker/status/2019698035656388743)  2026-02-06T09:01Z 10.7K followers, [----] engagements


"I'm 98% sure that I will regret it if I don't buy Frosta AG They are hitting on the exact right macro trends"  
[X Link](https://x.com/taobanker/status/2019701363442372719)  2026-02-06T09:15Z 10.6K followers, [----] engagements


"Harping on high agency is a signal of low IQ Best articulation Ive seen on why high agency is less common than youd expect. from @george__mack https://t.co/bsd2YaqzSo Best articulation Ive seen on why high agency is less common than youd expect. from @george__mack https://t.co/bsd2YaqzSo"  
[X Link](https://x.com/taobanker/status/2019713065667973486)  2026-02-06T10:01Z 10.5K followers, [----] engagements


"My $QQQ 21-day forward returns model is 68th percentile (leaning bullish). Bullish: - Vol risk premium expansion -- market proactively hedged - Broken 21x50 EMA Bearish: - Elevated realized vol recently - Widened intraday ranges and negative high volume moves @taobanker What's your model saying about $qqq right now. If I may. @taobanker What's your model saying about $qqq right now. If I may"  
[X Link](https://x.com/taobanker/status/2019734721132216465)  2026-02-06T11:27Z 10.5K followers, [----] engagements


"I imagine it's quite the competition for lowest IQ between REIT management teams and REIT sell side analysts Sell side analysts are really hammering $MAA management on why they are not looking to sell apartments to buy back shares on this earnings call Sell side analysts are really hammering $MAA management on why they are not looking to sell apartments to buy back shares on this earnings call"  
[X Link](https://x.com/taobanker/status/2019735773042647419)  2026-02-06T11:31Z 10.7K followers, [----] engagements


"LOL. We may never seen this again. According to my options dealer hedging analysis paypal has SUPPORT RESISTANCE CRASH ZONE *AND* UPSIDE ACCELERANT . all at the $40 strike LOL"  
[X Link](https://x.com/taobanker/status/2019791309465084103)  2026-02-06T15:12Z 10.5K followers, [----] engagements


"Alright. I'm seeing the right people calling for a top and it now seems like I should really actually commit to holding nasdaq puts for a serious move. Main question is how quickly do I trade in these $wmt puts that suck ass"  
[X Link](https://x.com/taobanker/status/2019806458003767766)  2026-02-06T16:12Z 10.5K followers, [---] engagements


"The worst part about Amazon is that all of the biggest losers from Amazon left and exported their toxic culture to companies that actually used to be innovative and respect employees"  
[X Link](https://x.com/taobanker/status/2019808920685236383)  2026-02-06T16:22Z 10.5K followers, [----] engagements


"@SDrinkingmiller they are hitting on all the right macro trends"  
[X Link](https://x.com/taobanker/status/2019815926179483944)  2026-02-06T16:50Z 10.6K followers, [--] engagements


"All is going well in the large horsepower compression supercycle. I've started to trim and sell covered calls. Congratulations to anyone who made this extremely obvious investment with me. I pounded the table for years. $NGS investment checklist: - Replacement cost ✅ - Increasing cash flows ✅ - Disinterested analysts ✅ - Restrained industry capex ✅ - Regulatory tailwinds ✅ - Straight-talk management ✅ - Activist investors ✅ - Buyout candidate ✅ $NGS investment checklist: - Replacement cost ✅ - Increasing cash flows ✅ - Disinterested analysts ✅ - Restrained industry capex ✅ - Regulatory"  
[X Link](https://x.com/taobanker/status/2019820505461846312)  2026-02-06T17:08Z 10.5K followers, [----] engagements

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