# ![@ticker_thoughts Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2012829331018403840.png) @ticker_thoughts Ticker Thoughts

Ticker Thoughts posts on X about $duol, ai, $googl, green the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2012829331018403840/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2012829331018403840/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::2012829331018403840/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2012829331018403840/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::2012829331018403840/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2012829331018403840/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::2012829331018403840/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2012829331018403840/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges)  #4237 [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations)  [countries](/list/countries)  [financial services](/list/financial-services) 

**Social topic influence**
[$duol](/topic/$duol) #18, [ai](/topic/ai), [$googl](/topic/$googl) #3048, [green](/topic/green) #2729, [crypto](/topic/crypto), [duol](/topic/duol) #5, [$eth](/topic/$eth), [$slv](/topic/$slv), [sunday](/topic/sunday) #3380, [business](/topic/business)

**Top accounts mentioned or mentioned by**
[@mrderivatives](/creator/undefined) [@ashcrypto](/creator/undefined) [@cryptorover](/creator/undefined) [@bitcointeddy](/creator/undefined) [@michaeljburry](/creator/undefined) [@micro2macr0](/creator/undefined) [@kalshi](/creator/undefined) [@fundstrat](/creator/undefined) [@watcherguru](/creator/undefined) [@uncalledcapital](/creator/undefined) [@tedpillows](/creator/undefined) [@wallstengine](/creator/undefined) [@amitisinvesting](/creator/undefined) [@thelonginvest](/creator/undefined) [@firstsquawk](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@polymarket](/creator/undefined) [@gubloinvestor](/creator/undefined) [@sama](/creator/undefined) [@gordongekko](/creator/undefined)

**Top assets mentioned**
[Duolingo, Inc.  (DUOL)](/topic/$duol) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Ethereum (ETH)](/topic/$eth) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [SPDR GOLD ETF (GLD)](/topic/$gld) [Cipher (CPR)](/topic/$cpr) [Bitcoin (BTC)](/topic/bitcoin) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Pinterest, Inc. (PINS)](/topic/$pins) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [monday.com Ltd. (MNDY)](/topic/$mndy) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [CVS Health Corp (CVS)](/topic/$cvs) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Spotify Technology (SPOT)](/topic/$spot) [Coca-Cola Co (KO)](/topic/$ko) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Cloudflare, Inc. (NET)](/topic/$net) [Shopify Inc (SHOP)](/topic/$shop) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@weary_centurion Great analysis I also had a PainPal writing bug yesterday and dropped my own deep dive. Glad to see we are aligned on the thesis"  
[X Link](https://x.com/ticker_thoughts/status/2015645015456768308)  2026-01-26T04:36Z [--] followers, [--] engagements


"@KobeissiLetter The EU has generated $16-$28B from fines on US tech companies citing antitrust GDPR breaches and the new Digital Markets Act in the past [--] years. Im sure deepfakes will be added to this list for reasons to fine"  
[X Link](https://x.com/ticker_thoughts/status/2015749105473962337)  2026-01-26T11:30Z [--] followers, [---] engagements


"Happy Friday folks. Weve got some more important economic data out today ahead of market opening: [--]. CPI Jan: consensus [------] [--]. Core Inflation Rate MoM & YoY: consensus 0.3% & 2.5% respectively [--]. inflation rate MoM & YoY: consensus 0.3% & 2.5% respectively"  
[X Link](https://x.com/ticker_thoughts/status/2022244368174965209)  2026-02-13T09:40Z [---] followers, [--] engagements


"Just finished a deep dive on $PYPL: Trading cheap at 11x earnings but growth crawled to 7%. Can AI spark a rebound or has Stripe already eaten too much market share fair warning it's a long piece. Would love to hear some feedback/thoughts. #PYPL #investing #Fintech https://tickerthoughts.com/ticker-deepdives/pypl-paypal https://tickerthoughts.com/ticker-deepdives/pypl-paypal https://tickerthoughts.com/ticker-deepdives/pypl-paypal https://tickerthoughts.com/ticker-deepdives/pypl-paypal"  
[X Link](https://x.com/ticker_thoughts/status/2015512438469165356)  2026-01-25T19:49Z [--] followers, [---] engagements


"Exciting week ahead big earnings and economic data/decisions: Monday 26th Jan: Durable-goods orders previous: -2.2% consensus: +0.5% Tuesday 27th Jan: Consumer confidence for January Previous: [----] consensus: [----] Wednesday 28th Jan: FOMC Interest rate decisions - Previous: 3.75% consensus: 3.75% Fed Chair Jpow press conference Earnings Pre-market: $ASML Post-market: $MSFT $META $TSLA Thursday 29th Jan: Balance of trade Previous: -$29.4B consensus: -$44.6B Initial Jobless Claims Previous: 200k consensus: 205K Jobless Claims 4-week Previous: 201.5K Continuing Jobless Claims Previous: 1849K"  
[X Link](https://x.com/ticker_thoughts/status/2015715413892427903)  2026-01-26T09:16Z [--] followers, [--] engagements


"$UNH $HUM $CVS getting obliterated 11-14% down premarket after Trump admin floats a 0.09% Medicare Advantage rate bump for [----]. Add in UNH's softer [----] guidance and higher medical costs to the mix and you've got the perfect storm for healthcare stocks. Anyone buying the dip"  
[X Link](https://x.com/ticker_thoughts/status/2016118316566278220)  2026-01-27T11:57Z [---] followers, [---] engagements


"@Micro2Macr0 @BitMNR I always get excited pre-market when I see both $ETH and $BMNR green only for it to turn instantly red [--] minutes before open. I miss the +10% days"  
[X Link](https://x.com/ticker_thoughts/status/2016503039335575678)  2026-01-28T13:26Z [--] followers, [----] engagements


"Good Afternoon Gold +2% What a time to be alive Gold at +23.93% YTD already and +93.86% in the last year"  
[X Link](https://x.com/ticker_thoughts/status/2016610503045284009)  2026-01-28T20:33Z [--] followers, [--] engagements


"Green across the futures board this AM: S&P (+0.16%) and NASDAQ (+0.33%) Gold (+5.45%) Silver (+4.76%) and Copper (+6.32%) continuing to speed run ATHs Then $AAPL earnings after close today. Volatility expected today after $MSFT $META & $TSLA results yesterday"  
[X Link](https://x.com/ticker_thoughts/status/2016769783971131704)  2026-01-29T07:06Z [---] followers, [---] engagements


"$CAT dropping another monster quarter (+1.19% pre-market): Revenue beat: $19.1B vs. $17.9B expected EPS beat: $5.16 vs $4.71 expected Stock is up 62% in the past year. Interesting AI energy play with their gas-powered generators being used to provide back-up power"  
[X Link](https://x.com/ticker_thoughts/status/2016859038768644420)  2026-01-29T13:00Z [--] followers, [--] engagements


"@AIInvestorHQ Take a look at copper +10% today +51% in the past year metals pushing ATHs daily"  
[X Link](https://x.com/ticker_thoughts/status/2016880264979337393)  2026-01-29T14:25Z [--] followers, [--] engagements


"@Gubloinvestor Thankfully Ive only got one on this list $PYPL"  
[X Link](https://x.com/ticker_thoughts/status/2016960712711520421)  2026-01-29T19:44Z [--] followers, [---] engagements


"$BMNR continuing to drop overnight now at $25.67. Now -50% in [--] months. MNAV below [--]. It would be nice to see $BMNR sharing this data like $MSTR so we dont have to rely on best guess estimates. Or maybe thats what the new app will include"  
[X Link](https://x.com/ticker_thoughts/status/2017125109467623734)  2026-01-30T06:37Z [--] followers, [---] engagements


"Very different look in the futures market this morning vs. yesterday: S&P [---] (-0.81%) and NASDAQ [---] (-1.04%) $GLD (-4.98%) $SLV (-11.02%) and $CPR (-3.77%) $AAPL is basically at flat post-earnings"  
[X Link](https://x.com/ticker_thoughts/status/2017171003386835014)  2026-01-30T09:40Z [---] followers, [---] engagements


"@wallstengine Silver and Copper following it down. $SLV down 14.2% now and $CPR 4.64%"  
[X Link](https://x.com/ticker_thoughts/status/2017174340991586559)  2026-01-30T09:53Z [---] followers, [---] engagements


"@wallstengine Polymarket is brilliant everyone knew this yesterday"  
[X Link](https://x.com/ticker_thoughts/status/2017204295620231382)  2026-01-30T11:52Z [--] followers, [---] engagements


"@Micro2Macr0 Bull run continuation"  
[X Link](https://x.com/ticker_thoughts/status/2017204842968588619)  2026-01-30T11:54Z [--] followers, [---] engagements


"$SOFI earnings beat +4.84% pre-market EPS beat $0.13 vs $0.12 expected Revenue beat $1.03B vs. $977M expected"  
[X Link](https://x.com/ticker_thoughts/status/2017214039777059138)  2026-01-30T12:31Z [---] followers, [---] engagements


"@Gubloinvestor $PINS has been on my list of potential for a while now I need to take some time this weekend and do a deep dive into it"  
[X Link](https://x.com/ticker_thoughts/status/2017252260477088223)  2026-01-30T15:03Z [--] followers, [--] engagements


"@Mr_Derivatives Can you imagine the data collection they'd have with this. Training data galore"  
[X Link](https://x.com/ticker_thoughts/status/2017253977935536341)  2026-01-30T15:10Z [--] followers, [---] engagements


"@Kalshi 1% interest rates here we come then"  
[X Link](https://x.com/ticker_thoughts/status/2017291590092345584)  2026-01-30T17:39Z [--] followers, [---] engagements


"Who would have thought it was precious metals that were the bubble not AI"  
[X Link](https://x.com/ticker_thoughts/status/2017303840052191665)  2026-01-30T18:28Z [--] followers, [--] engagements


"@monetization_x What is a pause notification exactly"  
[X Link](https://x.com/ticker_thoughts/status/2017477426071179531)  2026-01-31T05:57Z [--] followers, [---] engagements


"$ETH down 3.07% so far today. $BMNR heading for another 10% drop on Monday"  
[X Link](https://x.com/ticker_thoughts/status/2017597252634648912)  2026-01-31T13:54Z [--] followers, [---] engagements


"$GLD & $SLV Friday Crypto Saturday Sunday rest day Monday Stocks"  
[X Link](https://x.com/ticker_thoughts/status/2017648089247424893)  2026-01-31T17:16Z [--] followers, [---] engagements


"@BMNRBullz @fundstrat I mean [--] out of the [--] predictions made has come true "Is this man a messiah""  
[X Link](https://x.com/ticker_thoughts/status/2017653696687939891)  2026-01-31T17:38Z [--] followers, [---] engagements


"@Mr_Derivatives It's a shame most people didn't listen to this guy and instead listened to the other guy from FundStrat"  
[X Link](https://x.com/ticker_thoughts/status/2017663842268958754)  2026-01-31T18:18Z [--] followers, [----] engagements


"$PINS: Can they finally crack shopping ads & AI With 1% digital ad share and real room for international growth is this an undervalued gem Let's take a look. Full deep-dive free on Substack here: Anyone else eyeing up $PINS or waiting post earnings https://substack.com/home/post/p-186487333 https://substack.com/home/post/p-186487333"  
[X Link](https://x.com/ticker_thoughts/status/2017956135744033265)  2026-02-01T13:40Z [--] followers, [--] engagements


"$PINS: Can they finally crack shopping ads & AI With 1% digital ad share and real room for international growth is this an undervalued gem Let's take a look. Full deep-dive free on Substack here: Anyone else eyeing up $PINS or waiting post earnings https://substack.com/@tickerthoughts/note/p-186487333utm_source=notes-share-action&r=7bp0jm https://substack.com/@tickerthoughts/note/p-186487333utm_source=notes-share-action&r=7bp0jm"  
[X Link](https://x.com/ticker_thoughts/status/2017956369710690393)  2026-02-01T13:41Z [---] followers, [----] engagements


"@SweatyKodi Cant believe it only took two absolutely massive liquidation events in [--] months for him to change his mind"  
[X Link](https://x.com/ticker_thoughts/status/2017975443303874704)  2026-02-01T14:56Z [--] followers, [--] engagements


"$ETH now at $2292 -6.42% today and -18.52% in the past week. Chances of $BMNR opening over $18 tomorrow @fundstrat needs to be added to the no fly list"  
[X Link](https://x.com/ticker_thoughts/status/2017997286639341918)  2026-02-01T16:23Z [--] followers, [--] engagements


"How we feeling about $PINS Earnings coming up on the 12th Feb. Im starting a position tomorrow and will continue to buy any weakness. $PINS: Can they finally crack shopping ads & AI With 1% digital ad share and real room for international growth is this an undervalued gem Let's take a look. Full deep-dive free on Substack here: https://t.co/xAhasaocax Anyone else eyeing up $PINS or waiting post earnings $PINS: Can they finally crack shopping ads & AI With 1% digital ad share and real room for international growth is this an undervalued gem Let's take a look. Full deep-dive free on Substack"  
[X Link](https://x.com/ticker_thoughts/status/2018022131628417131)  2026-02-01T18:02Z [---] followers, [---] engagements


"@Micro2Macr0 I mean Im no fan of where $BMNR has ended up but its very clear that they have no debt and an almost zero chance of bankruptcy"  
[X Link](https://x.com/ticker_thoughts/status/2018028403471860005)  2026-02-01T18:27Z [--] followers, [----] engagements


"@Real_Money_Blog Its worth a peak would appreciate any and all feedback"  
[X Link](https://x.com/ticker_thoughts/status/2018047673396244746)  2026-02-01T19:43Z [--] followers, [--] engagements


"Its not looking great out there folks futures this morning are deep red across both stocks and metals: S&P [---] (-1.17%) NASDAQ [---] (-1.54%) $GLD (-2.61%) $SLV (-3.39%) $CPR (-4.15%) Crypto also down: $BTC $75.4K (-1.86%) $ETH $2.2K (-3.05%)"  
[X Link](https://x.com/ticker_thoughts/status/2018202564534149295)  2026-02-02T05:59Z [---] followers, [---] engagements


"And metals are dropping even further: $GLD now -6.38% $SLV now -8.09% $CPR now -5.79% Its not looking great out there folks futures this morning are deep red across both stocks and metals: S&P [---] (-1.17%) NASDAQ [---] (-1.54%) $GLD (-2.61%) $SLV (-3.39%) $CPR (-4.15%) Crypto also down: $BTC $75.4K (-1.86%) $ETH $2.2K (-3.05%) https://t.co/8Un5ncc8zE Its not looking great out there folks futures this morning are deep red across both stocks and metals: S&P [---] (-1.17%) NASDAQ [---] (-1.54%) $GLD (-2.61%) $SLV (-3.39%) $CPR (-4.15%) Crypto also down: $BTC $75.4K (-1.86%) $ETH $2.2K (-3.05%)"  
[X Link](https://x.com/ticker_thoughts/status/2018215819616886791)  2026-02-02T06:52Z [---] followers, [---] engagements


"@TheSkayeth Youve been shouting this for 1-2 months now and Im pretty sure you havent had a successful hit. Indicators are useless without market context"  
[X Link](https://x.com/ticker_thoughts/status/2018257325371355269)  2026-02-02T09:36Z [---] followers, [----] engagements


"1/3 Another exciting week ahead of us folks lots of economic data and important earnings thread below: Monday Feb 2nd: - Jan ISM Manufacturing (prev: 44.9) - $PLTR & $DIS earnings Tuesday Feb 3rd: - JOLTs Job Openings (prev: 7.146M cons: 7.1M) - $PFE earnings https://twitter.com/i/web/status/2018270721911222376 https://twitter.com/i/web/status/2018270721911222376"  
[X Link](https://x.com/ticker_thoughts/status/2018270721911222376)  2026-02-02T10:30Z [--] followers, [--] engagements


"2/3 Wednesday Feb 4th: - ADP Employment Change (prev: 41K cons 40K) - ISM Services PMI (prev: [----] cons: 53.8) - $UBER $LLY $GOOGL $SNAP earnings Thursday Feb 5th: - Initial Jobless Claim (prev 209K cons: 210K) - $AMZN $SIRI & $RBLX earnings https://twitter.com/i/web/status/2018270724150997049 https://twitter.com/i/web/status/2018270724150997049"  
[X Link](https://x.com/ticker_thoughts/status/2018270724150997049)  2026-02-02T10:30Z [--] followers, [--] engagements


"3/3 Friday Feb 6th: - Nonfarm Payrolls Private (prev: 37K cons: 60K) - Nonfarm Payrolls (prev: 50K cons: 70k) - Unemployment rate (prev: 4.4% cons: 4.4%) - Average Hourly Earnings (prev: 0.3% cons: 0.3%) - Average Weekly Hours: (prev: [----] cons: 34.2) https://twitter.com/i/web/status/2018270726281724376 https://twitter.com/i/web/status/2018270726281724376"  
[X Link](https://x.com/ticker_thoughts/status/2018270726281724376)  2026-02-02T10:30Z [--] followers, [--] engagements


"$ETH is now below where it was when Tom Lee announced on the 30th of June [----] he would become chairman of $BMNR. Every single one of the 4.2M $ETH that has been purchased cost more than it would today. $BMNR is currently down $6.6B on their $ETH holdings"  
[X Link](https://x.com/ticker_thoughts/status/2018279883474936150)  2026-02-02T11:06Z [--] followers, [--] engagements


"$HOOD almost 9% drop at open on lack of news about them managing both the Trump accounts and SpaceX IPO. Earnings on the 10th"  
[X Link](https://x.com/ticker_thoughts/status/2018336274369650914)  2026-02-02T14:50Z [--] followers, [---] engagements


"Opened a $PINS position here at $22.16 average. Earnings on Feb 12th. Take a look at my deep dive on substack (its free). $PINS: Can they finally crack shopping ads & AI With 1% digital ad share and real room for international growth is this an undervalued gem Let's take a look. Full deep-dive free on Substack here: https://t.co/xAhasaocax Anyone else eyeing up $PINS or waiting post earnings $PINS: Can they finally crack shopping ads & AI With 1% digital ad share and real room for international growth is this an undervalued gem Let's take a look. Full deep-dive free on Substack here:"  
[X Link](https://x.com/ticker_thoughts/status/2018340860924944750)  2026-02-02T15:08Z [---] followers, [---] engagements


"@FrancisWelch777 @fundstrat Oh so you arent actually interested in the fundamentals of the company and the key metrics Why would you not want to know the exact MNAV outstanding share and actual ETH purchase price"  
[X Link](https://x.com/ticker_thoughts/status/2018409739445485957)  2026-02-02T19:42Z [---] followers, [--] engagements


"$INTC and SoftBank to collaborating on next-gen memory technology. $INTC currently over $50 in overnight trading"  
[X Link](https://x.com/ticker_thoughts/status/2018528120601534803)  2026-02-03T03:33Z [--] followers, [---] engagements


"@Mr_Derivatives The $2B TSLA bought of xAI is now going to be SpaceX stock"  
[X Link](https://x.com/ticker_thoughts/status/2018532618414002537)  2026-02-03T03:50Z [--] followers, [---] engagements


"Tuesday pre-market has earnings for two of my holdings: $PYPL and $GLXY - $PYPL estimates: $8.78B revenue & $1.29 EPS - $GLXY estimates: $15.51B revenue & [$-----] EPS As always in today's world earnings don't really matter it's all about guidance"  
[X Link](https://x.com/ticker_thoughts/status/2018626996386091386)  2026-02-03T10:05Z [---] followers, [---] engagements


"As we are well and truly in the middle of earnings season with $GOOGL and $AMZN still to come quick reminder on "Why You Should Never Listen to Analysts". https://t.co/TDuhZk8ah0 https://t.co/TDuhZk8ah0"  
[X Link](https://x.com/ticker_thoughts/status/2018642208128430206)  2026-02-03T11:06Z [--] followers, [--] engagements


"@FinanceLancelot $ORCL not catching a break huh"  
[X Link](https://x.com/ticker_thoughts/status/2018788830695075898)  2026-02-03T20:48Z [--] followers, [---] engagements


"$AMD -7.66% overnight after smashing earnings: Revenue hit $10.3B (+34% YoY) and exceed estimates of $9.6-9.67B. Adjusted EPS hit $1.53 beating estimates of $1.32. Guidance for Q1 $9.8B above estimate of $9.4B"  
[X Link](https://x.com/ticker_thoughts/status/2018902300270465514)  2026-02-04T04:19Z [---] followers, [---] engagements


"Big morning for Healthcare stocks $LLY $NVO and $GSK. $NVO already posted. Revenue: $12.34B vs. $12.08B expected. EPS: $0.94 vs. $0.89. $GSK Revenue expected: $11.19B. EPS expected: $0.64. $LLY Revenue expected: $17.91B. EPS expected: $6.96. $GOOGL up later"  
[X Link](https://x.com/ticker_thoughts/status/2018947429073137738)  2026-02-04T07:19Z [---] followers, [--] engagements


"S&P and NASDAQ futures are pretty much flat this AM. $GLD (+3.5%) and $SLV (+8.19%) on the other hand are shooting back up with $CPR (-0.17%) following behind. All eyes today will be on $GOOGL who report after market close today"  
[X Link](https://x.com/ticker_thoughts/status/2018975985010442439)  2026-02-04T09:12Z [---] followers, [--] engagements


"@sama It was a joke Sam not Anthropics fault OpenAI fumbled its lead"  
[X Link](https://x.com/ticker_thoughts/status/2019141194505417003)  2026-02-04T20:09Z [---] followers, 16.1K engagements


"Results are in for $GOOGL / $GOOG Revenue expected: $104.77B Revenue actual: $113.8B EPS expected: $2.61 EPS actual: $2.82 Capex spending to be $175-185B in [----] analysts expecting $115B"  
[X Link](https://x.com/ticker_thoughts/status/2019155913622381038)  2026-02-04T21:07Z [---] followers, [----] engagements


"The green didnt last with $GOOGL now -2.33% overnight. That being said not terrible compared to some of the drops weve seen this week post earnings. The only reason for the drop is increased capex spending. Tonight we have $AMZN after close. $GOOGL currently green following earnings +1.07% https://t.co/EiUM1udRmH $GOOGL currently green following earnings +1.07% https://t.co/EiUM1udRmH"  
[X Link](https://x.com/ticker_thoughts/status/2019279694714269798)  2026-02-05T05:19Z [---] followers, [---] engagements


"$BMNR has broken below $20 in overnight trading. Currently sitting at $19.62 (-3.35%)"  
[X Link](https://x.com/ticker_thoughts/status/2019285597672886672)  2026-02-05T05:42Z [---] followers, [---] engagements


"@EscobarCapital Time in the market vs. timing the market. Its true for a reason. This just reminds me of the tariff announcements last year just got to hold your nerve and ride it through to the otherside"  
[X Link](https://x.com/ticker_thoughts/status/2019290836501164231)  2026-02-05T06:03Z [---] followers, [--] engagements


"@Mr_Derivatives Absolutely wild where weve ended up"  
[X Link](https://x.com/ticker_thoughts/status/2019431357043339391)  2026-02-05T15:22Z [---] followers, [---] engagements


"The market might not be having a great day but I am. I just hit [---] followers Appreciate you all and thanks for following along. Hes to the next 100"  
[X Link](https://x.com/ticker_thoughts/status/2019445171037872592)  2026-02-05T16:17Z [---] followers, [---] engagements


"@Mr_Derivatives No use no value"  
[X Link](https://x.com/ticker_thoughts/status/2019495846174158996)  2026-02-05T19:38Z [---] followers, [---] engagements


"$AMZN capex spending $200B vs. Estimated $145B Now -10% post earnings Earning results are in for $AMZN Revenue expected: $211.36B Revenue actual: $213.4B EPS expected: $1.97 EPS actual: $1.95 Earning results are in for $AMZN Revenue expected: $211.36B Revenue actual: $213.4B EPS expected: $1.97 EPS actual: $1.95"  
[X Link](https://x.com/ticker_thoughts/status/2019517854228545872)  2026-02-05T21:05Z [---] followers, [---] engagements


"Capex for $AMZN $MSFT $GOOGL & $META combined is $500B+ in 2026"  
[X Link](https://x.com/ticker_thoughts/status/2019519351276363776)  2026-02-05T21:11Z [---] followers, [---] engagements


"@amitisinvesting Street wants returns on that capex and it isnt seeing it right now"  
[X Link](https://x.com/ticker_thoughts/status/2019520960215543823)  2026-02-05T21:18Z [---] followers, [----] engagements


"@MenthorQpro Well hes beating Tom Lees $7B loss at least"  
[X Link](https://x.com/ticker_thoughts/status/2019521196996587751)  2026-02-05T21:19Z [---] followers, [---] engagements


"Crypto showing some signs of life $BTC back to $65.7K and $ETH to $1.9K. Lets see if it holds ahead of market open or we get the usual dump [--] minutes before"  
[X Link](https://x.com/ticker_thoughts/status/2019648326413820219)  2026-02-06T05:44Z [---] followers, [--] engagements


"@WatcherGuru Breaking News: Man who runs crypto company says spend more money on crypto"  
[X Link](https://x.com/ticker_thoughts/status/2019650580407320694)  2026-02-06T05:53Z [---] followers, [---] engagements


"@Mr_Derivatives It just waited for everyone to go short first"  
[X Link](https://x.com/ticker_thoughts/status/2019650816559206715)  2026-02-06T05:54Z [---] followers, [---] engagements


"@AshCrypto Breaking news: BlackRock rebalances its Bitcoin ETF (like it does everyday)"  
[X Link](https://x.com/ticker_thoughts/status/2019651027310661657)  2026-02-06T05:55Z [---] followers, [----] engagements


"Quiet earnings day today unless you are interested in $PM $UA and $CNC that post before market open. Main economic data today is: Michigan Consumer Sentiment (measures U.S. consumers confidence in the economy) previous: [----] estimate: 55"  
[X Link](https://x.com/ticker_thoughts/status/2019657418163253554)  2026-02-06T06:20Z [---] followers, [---] engagements


"$BMNR has reclaimed $18 pre-market. Do we think itll hold or back down past $17"  
[X Link](https://x.com/ticker_thoughts/status/2019706296447209935)  2026-02-06T09:34Z [---] followers, [---] engagements


"Stock futures officially green S&P [---] +0.26% and NASDAQ [---] +0.29% Looks like precious metals $GLD $SLV $CPR are starting to make little recovery here too"  
[X Link](https://x.com/ticker_thoughts/status/2019707957496488445)  2026-02-06T09:41Z [---] followers, [---] engagements


"@Kalshi What like from now until the end of time"  
[X Link](https://x.com/ticker_thoughts/status/2019778271991185614)  2026-02-06T14:20Z [---] followers, [----] engagements


"$BMNR back up above $19 after seeing ETH jump back up"  
[X Link](https://x.com/ticker_thoughts/status/2019781119713935480)  2026-02-06T14:31Z [---] followers, [--] engagements


"@gregisenberg We cant use em dashes anymore"  
[X Link](https://x.com/ticker_thoughts/status/2019817524750328303)  2026-02-06T16:56Z [---] followers, [--] engagements


"@Mr_Derivatives $70k needs to break first"  
[X Link](https://x.com/ticker_thoughts/status/2019817892729270323)  2026-02-06T16:58Z [---] followers, [---] engagements


"@wallstengine And your grocery bill will be 8x as much"  
[X Link](https://x.com/ticker_thoughts/status/2019964585542054026)  2026-02-07T02:41Z [---] followers, [---] engagements


"Your personal risk tolerance is not discovered in a spreadsheet. Its discovered the first time you lose 30% in a week and cant sleep"  
[X Link](https://x.com/ticker_thoughts/status/2020186443814150608)  2026-02-07T17:22Z [---] followers, [--] engagements


"Stock futures showing a little green this morning (S&P500 +0.12% NASDAQ100 +0.15%) Metals are green $GLD back over $5000 (+1.03%) $SLV breaking out back over $80 (+5.81%) $CPR approaching $6 (+0.2%). On the crypto front $BTC has held over $70k (+0.81%) and is green. $ETH still over $2000 but down slightly (-0.16%) on the day. https://twitter.com/i/web/status/2020726735105298511 https://twitter.com/i/web/status/2020726735105298511"  
[X Link](https://x.com/ticker_thoughts/status/2020726735105298511)  2026-02-09T05:09Z [---] followers, [---] engagements


"Personally I would or at a minimum Id be hedging my position against further downside. The earning are on the 23rd Feb and any mention tbat the FDAs enforcement hurts previous $725M guidance/ outlook on GLP-1s is gonna cause this to drop further. Have a look at my deepdive it goes into the nitty gritty. https://twitter.com/i/web/status/2020759814335320197 https://twitter.com/i/web/status/2020759814335320197"  
[X Link](https://x.com/ticker_thoughts/status/2020759814335320197)  2026-02-09T07:20Z [---] followers, [--] engagements


"Sorry I had to translate your response but I think I got the main point : there is demand of weight-loss pills for Americans who cant afford them from $NVO. I agree the problem is the pill they launched for $49 they arent allowed to do it (hence lawsuit referral to DOJ and it being pulled). Now they do have other oral weight loss drugs but they arent as effective"  
[X Link](https://x.com/ticker_thoughts/status/2020795703484625102)  2026-02-09T09:43Z [---] followers, [--] engagements


"@TheLongInvest How you get to $137"  
[X Link](https://x.com/ticker_thoughts/status/2020796410778497200)  2026-02-09T09:46Z [---] followers, [----] engagements


"@Micro2Macr0 100% this does not matter its just risk management. Theyve had this huge headline out of it as though its some sort of economic shadow sanction"  
[X Link](https://x.com/ticker_thoughts/status/2020799345902133532)  2026-02-09T09:58Z [---] followers, [--] engagements


"@hoomansv I need to go check Polymarket"  
[X Link](https://x.com/ticker_thoughts/status/2020848916904780205)  2026-02-09T13:15Z [---] followers, [--] engagements


"@Han_Akamatsu Honestly $HIMS handled this so badly. This did not pan out how they expected"  
[X Link](https://x.com/ticker_thoughts/status/2020856690426458368)  2026-02-09T13:45Z [---] followers, [---] engagements


"@Mr_Derivatives I think the best part about this is that he saw a dip didnt question why then thought oh they have an advert at the Super Bowl let me dump my entire network into this"  
[X Link](https://x.com/ticker_thoughts/status/2020857831172317624)  2026-02-09T13:50Z [---] followers, [---] engagements


"Now -22.5% itll be interesting to see where this bottoms out for $HIMS and if there is a follow-up statement from the CEO. $HIMS down over 20% pre-market. It will be interesting to see how this plays out before earnings on 23rd Feb and if theyll be any clarity given ahead of time. https://t.co/WKpL7vsuHZ $HIMS down over 20% pre-market. It will be interesting to see how this plays out before earnings on 23rd Feb and if theyll be any clarity given ahead of time. https://t.co/WKpL7vsuHZ"  
[X Link](https://x.com/ticker_thoughts/status/2020861034823623029)  2026-02-09T14:03Z [---] followers, [---] engagements


"Anyone here bought more $BMNR shares than @fundstrat He bought 4.5K at a $44 average back in mid-July 2025"  
[X Link](https://x.com/ticker_thoughts/status/2020867309036867901)  2026-02-09T14:28Z [---] followers, [---] engagements


"The theme of futures this morning is red. Stocks down: S&P500 -0.12% NASDAQ [---] -0.22% Metals down but still holding strong: $GLD -0.74% but still holding over $5K $SLV -1.63% but still over $80 $CPR -1.02% Crypto taken a big hit: $BTC -1.46% and back under $70K $ETH -4.29% but holding over $2K https://twitter.com/i/web/status/2021119354029432893 https://twitter.com/i/web/status/2021119354029432893"  
[X Link](https://x.com/ticker_thoughts/status/2021119354029432893)  2026-02-10T07:09Z [---] followers, [---] engagements


"Weve got $SPOT $KO $OSCR $DDOG and $CVS earnings pre-market today + a few others"  
[X Link](https://x.com/ticker_thoughts/status/2021126694476595605)  2026-02-10T07:38Z [---] followers, [---] engagements


"Then post-market earnings today weve got $HOOD $NET and $LYFT + a few others"  
[X Link](https://x.com/ticker_thoughts/status/2021127010370695411)  2026-02-10T07:40Z [---] followers, [---] engagements


"@zerohedge Also retirement age of 62-64"  
[X Link](https://x.com/ticker_thoughts/status/2021129328679870503)  2026-02-10T07:49Z [---] followers, [---] engagements


"@cryptorover AI took er jerbs"  
[X Link](https://x.com/ticker_thoughts/status/2021456096976830910)  2026-02-11T05:27Z [---] followers, [---] engagements


"Important jobs data out today before market opens: [--]. Average Hourly Earnings - previous 0.3% expected 0.3% [--]. Nonfarm Payrolls Private - previous 37K expected 70K [--]. Unemployment Rate - previous 4.4% expected 4.4% [--]. Nonfarm Payrolls - previous 50K expected 70K"  
[X Link](https://x.com/ticker_thoughts/status/2021491105892888652)  2026-02-11T07:46Z [---] followers, [--] engagements


"@Bitcoin_Teddy We just need to crash it first"  
[X Link](https://x.com/ticker_thoughts/status/2021526291552387396)  2026-02-11T10:06Z [---] followers, [---] engagements


"$SHOP up 11.22% in pre-market after earnings here are the key points: Revenue $3.67B (+31% YoY) vs. estimates of $3.6B Upbeat guidance for Q1 [----] guided revenue growth in low 30s% vs. estimates of 25%. Authorized a $2B share buyback program"  
[X Link](https://x.com/ticker_thoughts/status/2021571728376209664)  2026-02-11T13:07Z [---] followers, [---] engagements


"Everyone telling you to "buy the dip" on $CRM $SHOP $HOOD $HUBS $DUOL hasn't told you what to do if it dips another 30%. Your brain is working against you right now and you don't even know it. Sometimes selling IS right. Sometimes holding IS right. Here's how to know the difference. https://t.co/0RrkPv3Wu1 https://t.co/0RrkPv3Wu1"  
[X Link](https://x.com/ticker_thoughts/status/2021698756572246434)  2026-02-11T21:31Z [---] followers, [---] engagements


"@AshCrypto ETF rebalancing folks nothing to see here"  
[X Link](https://x.com/ticker_thoughts/status/2021805806811746489)  2026-02-12T04:37Z [---] followers, [---] engagements


"@barronsonline I mean BTC isnt even over $70K lets all calm down a bit"  
[X Link](https://x.com/ticker_thoughts/status/2021905385477877951)  2026-02-12T11:13Z [---] followers, [--] engagements


"@Mr_Derivatives Depends have a read if my latest article down 30% or more. What to do now Outlines these exact outcomes and when you should do each"  
[X Link](https://x.com/ticker_thoughts/status/2021908037175586923)  2026-02-12T11:23Z [---] followers, [--] engagements


"@Kalshi Translation: Elon decided your retinas needed the full assault"  
[X Link](https://x.com/ticker_thoughts/status/2022029993652691429)  2026-02-12T19:28Z [---] followers, [--] engagements


"@WatcherGuru Translation: Turn your Bitcoin addiction into official gambling with timestamps"  
[X Link](https://x.com/ticker_thoughts/status/2022031686238970153)  2026-02-12T19:34Z [---] followers, [----] engagements


"@Reuters Forgot to mention the Fed minutes lurking in the background"  
[X Link](https://x.com/ticker_thoughts/status/2022191111109013641)  2026-02-13T06:08Z [---] followers, [---] engagements


"@Mr_Derivatives Coinbase being unusual is basically their business model"  
[X Link](https://x.com/ticker_thoughts/status/2022191599728644318)  2026-02-13T06:10Z [---] followers, [---] engagements


"@GordonGekko Consensus calls are the market's favorite punchline"  
[X Link](https://x.com/ticker_thoughts/status/2022195369002856633)  2026-02-13T06:25Z [---] followers, [---] engagements


"@FirstSquawk Kremlin discovers the wheel of diplomacy"  
[X Link](https://x.com/ticker_thoughts/status/2022245297200755160)  2026-02-13T09:43Z [---] followers, [--] engagements


"@MarketWatch Silver's been volatile all year; one Russian rumor doesn't rewrite the narrative here"  
[X Link](https://x.com/ticker_thoughts/status/2022247238148468916)  2026-02-13T09:51Z [---] followers, [---] engagements


"@Bitcoin_Teddy Cathie Wood's track record: zero for ten on big calls"  
[X Link](https://x.com/ticker_thoughts/status/2022251452878463054)  2026-02-13T10:08Z [---] followers, [--] engagements


"@TheLongInvest "SaaS is down hard so it's a bargain that'll bounce first.""  
[X Link](https://x.com/ticker_thoughts/status/2022256923312112087)  2026-02-13T10:29Z [---] followers, [---] engagements


"@Mr_Derivatives Who ordered the pre-market gut punch"  
[X Link](https://x.com/ticker_thoughts/status/2022268230962745845)  2026-02-13T11:14Z [---] followers, [----] engagements


"@Investor_Jelle Same to you my man"  
[X Link](https://x.com/ticker_thoughts/status/2022275620265177399)  2026-02-13T11:44Z [---] followers, [--] engagements


"@business @TomMackenzieTV Quantum computing: decades away but already inflating tech valuations"  
[X Link](https://x.com/ticker_thoughts/status/2022299135978651812)  2026-02-13T13:17Z [---] followers, [--] engagements


"@MarketWatch Bank of America conveniently skips how their bond desks make bank on the spread"  
[X Link](https://x.com/ticker_thoughts/status/2022366705905791178)  2026-02-13T17:46Z [---] followers, [--] engagements


"@loveleesfinance Easy choice for B: then set-up a crypto mining company in my basement with the free power i'm getting"  
[X Link](https://x.com/ticker_thoughts/status/2022677664071573745)  2026-02-14T14:21Z [---] followers, [--] engagements


"It is an over reaction. Estimates were already at $148B-$150B for capex so this reaction is based on the additional $50B only. Based on your logic they could just not spend anything fall behind their competitors not grow cloud share/revenue and then hopefully they can spend $30B and make up 3-5 lost years. What you think is the bigger risk https://twitter.com/i/web/status/2020079564630712376 https://twitter.com/i/web/status/2020079564630712376"  
[X Link](https://x.com/ticker_thoughts/status/2020079564630712376)  2026-02-07T10:17Z [---] followers, [--] engagements


"$HIMS dropped 29% in a week after launching a $49 GLP-1 pill getting threatened by Novo Nordisk facing a DOJ investigation and pulling the product [--] hours later I dug into the numbers the regulatory mess and answer the question is it a buy at these levels Full breakdown on substack (free): https://tickerthoughts.substack.com/p/hims-the-glp-1-gamble-that-just-blew https://tickerthoughts.substack.com/p/hims-the-glp-1-gamble-that-just-blew"  
[X Link](https://x.com/ticker_thoughts/status/2020735153027350874)  2026-02-09T05:42Z [---] followers, [----] engagements


"We've still got some exciting earnings to come this week even if MAG7 is done: Monday 9th Feb: Pre-market: Monday .com ($MNDY) Post-market: ON Semiconductor ($ON) Opendoor ($OPEN) Tuesday 10th Feb: Pre-market: Spotify ($SPOT) Coca-cola (KO) Oscar Health ($OSCR) CVS Health ($CVS) BP ($BP) Post-market: Robinhood ($HOOD) Cloudflare ($NET) Lyft ($LYFT) Zillow ($Z) Wednesday 11th Feb: Pre-market: Shopify ($SHOP) Vertiv Holdings ($VRT) TotalEnergies ($TTE) KraftHeinz ($KHC) Post-market: Applovin ($APP) McDonalds ($MCD) Cisco ($CSCO) Grab ($GRAB) Equinix ($EQIX) Thursday 12th Feb: Pre-market: Nebius"  
[X Link](https://x.com/ticker_thoughts/status/2020754575615991929)  2026-02-09T07:00Z [---] followers, [---] engagements


"Dont worry folks BlockFills stoping you withdrawing your own funds is *checks notes* for your own protection. In light of recent market and financial conditions and to further the protection of clients and the firmBlockFillstook the action last week of temporarily suspending client deposits andwithdrawals.Clientshave been ableto continue trading withBlockFills for the purpose of In light of recent market and financial conditions and to further the protection of clients and the firmBlockFillstook the action last week of temporarily suspending client deposits andwithdrawals.Clientshave been"  
[X Link](https://x.com/ticker_thoughts/status/2021807028025328064)  2026-02-12T04:42Z [---] followers, [---] engagements


"@TheLongInvest "We're down but buying more because squiggly lines on a chart say it's Wave C.""  
[X Link](https://x.com/ticker_thoughts/status/2022258234493374950)  2026-02-13T10:35Z [---] followers, [---] engagements


"@jimcramer Translation: Pay up for my stock picks that underperform the market"  
[X Link](https://x.com/ticker_thoughts/status/2022366146796654881)  2026-02-13T17:43Z [---] followers, [---] engagements


"@WatcherGuru Perfect now we can YOLO into crypto between arguments with bots"  
[X Link](https://x.com/ticker_thoughts/status/2022624225950077325)  2026-02-14T10:49Z [---] followers, [---] engagements


"@themotleyfool Hindsight turns every dog stock into a unicorn"  
[X Link](https://x.com/ticker_thoughts/status/2022631908090298819)  2026-02-14T11:20Z [---] followers, [---] engagements


"@sama Earth-shattering or not how much more valuation can we squeeze from these 'small' milestones"  
[X Link](https://x.com/ticker_thoughts/status/2022736251267486035)  2026-02-14T18:14Z [---] followers, [---] engagements


"@Mansiolk @AshCrypto You know it"  
[X Link](https://x.com/ticker_thoughts/status/2022754375953789171)  2026-02-14T19:26Z [---] followers, [---] engagements


"@Kalshi Robinhood's business model but with more bots and fewer compliance officers"  
[X Link](https://x.com/ticker_thoughts/status/2022754744570175956)  2026-02-14T19:28Z [---] followers, [---] engagements


"@johnblackdog2 @AshCrypto"  
[X Link](https://x.com/ticker_thoughts/status/2022757954198323620)  2026-02-14T19:40Z [---] followers, [--] engagements


"@uncalledcapital @FirstSquawk Ah so those 500K American's are just living in mansions and driving a new BMW whilst working their 9-5 then door dashing on the side. Gotcha"  
[X Link](https://x.com/ticker_thoughts/status/2022766140804485242)  2026-02-14T20:13Z [---] followers, [--] engagements


"@uncalledcapital @FirstSquawk So did you work your second job because you wanted the biggest house in the nicest neighborhood that you could get approved for How much was your car note a month"  
[X Link](https://x.com/ticker_thoughts/status/2022768158184972460)  2026-02-14T20:21Z [---] followers, [--] engagements


"@TedPillows "ETH goes up if it breaks up down if it doesn't.""  
[X Link](https://x.com/ticker_thoughts/status/2022965379098923252)  2026-02-15T09:25Z [---] followers, [--] engagements


"@cryptogoos ARK's innovation ETF down over 70% from its [----] high"  
[X Link](https://x.com/ticker_thoughts/status/2023037451267444746)  2026-02-15T14:11Z [---] followers, [--] engagements


"@anarchy_trades Not far off at all"  
[X Link](https://x.com/ticker_thoughts/status/2023133551995326478)  2026-02-15T20:33Z [---] followers, [--] engagements


"@TedPillows Translation: Bitcoin stays the same unless it doesn't"  
[X Link](https://x.com/ticker_thoughts/status/2023683228041650280)  2026-02-17T08:57Z [---] followers, [--] engagements


"The green owl is down 80% from its all-time high. A CFO just walked out. T-Mobile spooked the market. Earnings in [--] days. Is $DUOL broken or is this the most mispriced growth stock of [----] I went deep. Full bull/bear breakdown is live on Substack for free. https://open.substack.com/pub/tickerthoughts/p/duol-the-green-owls-identity-crisisr=7bp0jm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/tickerthoughts/p/duol-the-green-owls-identity-crisisr=7bp0jm&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2023098756447527423)  2026-02-15T18:15Z [---] followers, [----] engagements


"Lists are such an underrated feature on X"  
[X Link](https://x.com/anyuser/status/2023651132199886893)  2026-02-17T06:50Z [---] followers, [--] engagements


"Apple and the Art of Spending Less Everyone is watching the AI arms race and wondering where is Apple Amazon just announced $200 billion in capex for [----]. Alphabet is going to $175185 billion. Meta wants to spend $135 billion. http://x.com/i/article/2023716008934973440 http://x.com/i/article/2023716008934973440"  
[X Link](https://x.com/anyuser/status/2023765769142562945)  2026-02-17T14:25Z [---] followers, [---] engagements


"@aleabitoreddit Thats great but have you heard France is investing 30M into AI"  
[X Link](https://x.com/ticker_thoughts/status/2020038296550650360)  2026-02-07T07:33Z [---] followers, [----] engagements


"We've got Monday .com ($MNDY) Q4 [----] earnings releasing shortly here's what's expected: Revenue: $329.39M EPS: $0.60 Q3 [----] earnings saw a double beat with revenue at $316.86M (vs. $312.16M expected) and EPS at $1.16 (vs. $0.57 expected). $MNDY has beat revenue estimates [--] times in a row and stock price is down 60% in the past year. https://twitter.com/i/web/status/2020804873277592012 https://twitter.com/i/web/status/2020804873277592012"  
[X Link](https://x.com/ticker_thoughts/status/2020804873277592012)  2026-02-09T10:20Z [---] followers, [---] engagements


"$MNDY earnings results for Q4 [----] are in: Revenue expected: $329.39M Revenue actual: $333.9M EPS expected: $0.60 EPS actual: $1.04 Earnings call an hour before market opens"  
[X Link](https://x.com/ticker_thoughts/status/2020830260087198170)  2026-02-09T12:00Z [---] followers, [---] engagements


"$MNDY stock -10.21% post earnings after issuing weaker than expected guidance. Total revenue for FY2026: $1452M - $1462M 18-19% growth vs. 21% expected. $MNDY earnings results for Q4 [----] are in: Revenue expected: $329.39M Revenue actual: $333.9M EPS expected: $0.60 EPS actual: $1.04 Earnings call an hour before market opens. $MNDY earnings results for Q4 [----] are in: Revenue expected: $329.39M Revenue actual: $333.9M EPS expected: $0.60 EPS actual: $1.04 Earnings call an hour before market opens"  
[X Link](https://x.com/ticker_thoughts/status/2020832045770080455)  2026-02-09T12:07Z [---] followers, [---] engagements


"@maneck @_OrderFilled @michaeljburry Yeah not sure why the comparison to Accenture in terms of days to be paid. Its like saying if Nvidia had payment terms of 60+ days we should also value them as a subpar consultancy firm"  
[X Link](https://x.com/ticker_thoughts/status/2022569406073573395)  2026-02-14T07:11Z [---] followers, [--] engagements


"@aleabitoreddit @michaeljburry A lot of the comparisons recently have been a huge reach. The latest on payment terms being on par with consultancy firms means we should value PLTR like one makes little to no sense"  
[X Link](https://x.com/ticker_thoughts/status/2022572077631320352)  2026-02-14T07:22Z [---] followers, [----] engagements


"Im not dismissing the research DSO is worth monitoring yes. But overriding everything else to slap on Accenture multiples ignores the story thats actually playing out: sustained 50%+ growth crushing profitability AI positioning. If growth decelerates hard or cash lags badly sure then it needs to be re-looked at. But based on latest results the premium makes sense for now. But am I going to write a [-----] word article responding to him Nope. I think me flagging that some of these comparisons are a reach is more than fair. https://twitter.com/i/web/status/2022608474878668820"  
[X Link](https://x.com/ticker_thoughts/status/2022608474878668820)  2026-02-14T09:46Z [---] followers, [--] engagements


"@cryptorand Still too soon"  
[X Link](https://x.com/ticker_thoughts/status/2022641614242426938)  2026-02-14T11:58Z [---] followers, [---] engagements


"Confirmation bias is expensive. Every tweet that agrees with your position costs you money because it keeps you from seeing whats actually happening"  
[X Link](https://x.com/ticker_thoughts/status/2022660583246696885)  2026-02-14T13:13Z [---] followers, [--] engagements


"@AshCrypto Thats some liquidation"  
[X Link](https://x.com/ticker_thoughts/status/2022929000570720609)  2026-02-15T07:00Z [---] followers, [--] engagements


"@Bitcoin_Teddy Tom 'bottom is in' Lee the same guy who nailed 2025's BTC peak at $250k"  
[X Link](https://x.com/ticker_thoughts/status/2022965707953357058)  2026-02-15T09:26Z [---] followers, [---] engagements


"@TedPillows "Bitcoin could rally to 80k or drop to fill a gap""  
[X Link](https://x.com/ticker_thoughts/status/2022969644844261679)  2026-02-15T09:42Z [---] followers, [---] engagements


"@BitcoinMagazine MicroStrategy's printer is warming up for another debt-fueled Bitcoin binge"  
[X Link](https://x.com/ticker_thoughts/status/2023030127496745322)  2026-02-15T13:42Z [---] followers, [---] engagements


"@TedPillows These treasury plays loaded ETH at $4k"  
[X Link](https://x.com/ticker_thoughts/status/2023033607087157383)  2026-02-15T13:56Z [---] followers, [---] engagements


"@Bitcoin_Teddy Government's idea of going big: more rules less freedom"  
[X Link](https://x.com/ticker_thoughts/status/2023035224993714518)  2026-02-15T14:02Z [---] followers, [--] engagements


"@cryptorover While bitcoin trades like it's allergic to $100k"  
[X Link](https://x.com/ticker_thoughts/status/2023038666617278487)  2026-02-15T14:16Z [---] followers, [---] engagements


"@cryptorover "Crypto needs to hide transactions better to fool the taxman.""  
[X Link](https://x.com/ticker_thoughts/status/2023039075582926999)  2026-02-15T14:17Z [---] followers, [---] engagements


"@cryptorover Ethereum's Sunday reminder that gravity exists"  
[X Link](https://x.com/ticker_thoughts/status/2023039753067921480)  2026-02-15T14:20Z [---] followers, [---] engagements


"We did it [---] followers Thanks to everyone following along. Heres to the next 200"  
[X Link](https://x.com/ticker_thoughts/status/2023083283127701858)  2026-02-15T17:13Z [---] followers, [----] engagements


"@cryptorover Translation: "Coinbase needs that fee revenue""  
[X Link](https://x.com/ticker_thoughts/status/2023101065521217767)  2026-02-15T18:24Z [---] followers, [---] engagements


"@WatcherGuru Bulletproof until Bitcoin hits $7999"  
[X Link](https://x.com/ticker_thoughts/status/2023102336164389025)  2026-02-15T18:29Z [---] followers, [---] engagements


"I just wrote a deep dive on $DUOL its pinned to my profile. Interesting thing is their penetration rate its only 9%. Millions of daily active users but conversion is the issue. Now the new Max plan is seeing decent growth (100% YoY) $DUOL might actually be one of the companies that really benefits from AI vs. being hurt by it. https://twitter.com/i/web/status/2023289734651380085 https://twitter.com/i/web/status/2023289734651380085"  
[X Link](https://x.com/ticker_thoughts/status/2023289734651380085)  2026-02-16T06:53Z [---] followers, [--] engagements


"@anarchy_trades Congrats my man"  
[X Link](https://x.com/ticker_thoughts/status/2023289954030268818)  2026-02-16T06:54Z [---] followers, [--] engagements


"I just wrote a deep dive on $DUOL (pinned to my profile) they've had three big pieces of news that hasn't helped them over the last three months: [--]. Q3 [----] earnings call: Soft Q4 guidance and strategic pivot to focusing on driving value from existing customers. [--]. CFO lef [--]. T-Molbile launches real-time AI translation in [--] languages. https://twitter.com/i/web/status/2023320855653015829 https://twitter.com/i/web/status/2023320855653015829"  
[X Link](https://x.com/ticker_thoughts/status/2023320855653015829)  2026-02-16T08:57Z [---] followers, [---] engagements


"$DUOL has it's earnings next week. I spent the weekend doing a deep dive on the company and it's certainly eye opening. Currently sat below it's IPO price in [----]. Worth a read if you own the stock already or are thinking about buying in after the recent beat down. The green owl is down 80% from its all-time high. A CFO just walked out. T-Mobile spooked the market. Earnings in [--] days. Is $DUOL broken or is this the most mispriced growth stock of [----] I went deep. Full bull/bear breakdown is live on Substack for free. https://t.co/UmvP0cVaPF The green owl is down 80% from its all-time high. A"  
[X Link](https://x.com/anyuser/status/2023322255720063252)  2026-02-16T09:03Z [---] followers, [---] engagements


"@GordonGekko Insiders dumping is the ultimate retail FOMO trigger"  
[X Link](https://x.com/ticker_thoughts/status/2023330405810643012)  2026-02-16T09:35Z [---] followers, [--] engagements


"@Bitcoin_Teddy Current owners: around [--] million. Scaling that up is going to take more than words"  
[X Link](https://x.com/ticker_thoughts/status/2023337714498916532)  2026-02-16T10:04Z [---] followers, [---] engagements


"What was the first stock you ever bought and did you make or lose money on it Mine was shares in a UK bank in [----] when the financial crash of [----] happened they tanked. Even today they are worth 1/3 of what they were back then"  
[X Link](https://x.com/anyuser/status/2023393200145121777)  2026-02-16T13:45Z [---] followers, [---] engagements


"@WSJ London just got a front-row seat to creative accounting"  
[X Link](https://x.com/ticker_thoughts/status/2023406634685677588)  2026-02-16T14:38Z [---] followers, [---] engagements


"@DeItaone These sentiment surveys peaked bearish right before the dollar's 25% run-up in 2022"  
[X Link](https://x.com/ticker_thoughts/status/2023407220017484273)  2026-02-16T14:40Z [---] followers, [---] engagements


"I did not realize how much time I spent on this app until today"  
[X Link](https://x.com/anyuser/status/2023467249378685219)  2026-02-16T18:39Z [---] followers, [---] engagements


"@BustyHumor Like a second job"  
[X Link](https://x.com/ticker_thoughts/status/2023481914628399405)  2026-02-16T19:37Z [---] followers, [--] engagements


"@DividendRob The algo doing its job"  
[X Link](https://x.com/ticker_thoughts/status/2023609312463962168)  2026-02-17T04:03Z [---] followers, [--] engagements


"Futures are RED this morning. S&P500 (-0.41%) NASDAQ (-0.73%) Metals also down $GLD (-1.52%) $SLV (-3.42%) $CPR (-1.54%). Finally crypto $ETH under $2K and $BTC under $69K Wouldnt surprise me if we see it turn around and green by the end of the day"  
[X Link](https://x.com/anyuser/status/2023615292493222169)  2026-02-17T04:27Z [---] followers, [---] engagements


"I actually wrote a deep dive on $DUOL on Sunday. Although the paid penetration rate leaves a lot to be desired I genuinely believe they will be on of the main SaaS companies to actually benefit from AI. I touch on how T-Mobiles direct translation and LLM arent the same use case as learning a language. This experiment by Google however is an interesting look at how if those LLMs get the structure right it could cause problems to $DUOL dominance. https://twitter.com/i/web/status/2023624213014237515 https://twitter.com/i/web/status/2023624213014237515"  
[X Link](https://x.com/ticker_thoughts/status/2023624213014237515)  2026-02-17T05:03Z [---] followers, [---] engagements


"@Peregrino1708 I agree its going to be those that leverage AI into their core business AND ensure it provides values that are going to win here"  
[X Link](https://x.com/ticker_thoughts/status/2023635566978388358)  2026-02-17T05:48Z [---] followers, [--] engagements


"Before this I would have said LLMs are a completely different use case as they lacked the organization of lessons and the gamification features but this begins to change that narrative. I think the best metric to see how many are actually learning a language and I mean actively trying would be the 9% who pay. The rest right now its the gamification. https://twitter.com/i/web/status/2023641556561908109 https://twitter.com/i/web/status/2023641556561908109"  
[X Link](https://x.com/ticker_thoughts/status/2023641556561908109)  2026-02-17T06:11Z [---] followers, [--] engagements


"Sunday afternoon recap. Week [--] metrics. Absolutely amazing week hit [---] followers then some 161K impressions 2.1K likes. Really happy with the progress here. Goal is still monetization so lots of work left to do"  
[X Link](https://x.com/anyuser/status/2020508707252060212)  2026-02-08T14:43Z [---] followers, [---] engagements


"Starting this weeks deep-dive. $DUOL has been an absolute bloodbath. Is it broken or just beaten up Finding out for you. Sunday (free on SubStack)"  
[X Link](https://x.com/ticker_thoughts/status/2022194754075971681)  2026-02-13T06:22Z [---] followers, [---] engagements


"@michaeljburry I have a question. Would you buy PLTR at any price Or are you convinced its just a scam entirely and has no value"  
[X Link](https://x.com/ticker_thoughts/status/2022561796188406256)  2026-02-14T06:41Z [---] followers, 12.1K engagements


"$DUOL ATH: $544 Today: $112 The green owl has been absolutely cooked Is the business broken or is this the most mispriced growth stock of [----] Finding out for you. Sunday. Free on Substack"  
[X Link](https://x.com/anyuser/status/2022590497831748045)  2026-02-14T08:35Z [---] followers, [---] engagements


"@AshCrypto Wonder how long until this pump turns into a rug"  
[X Link](https://x.com/ticker_thoughts/status/2022744006845960469)  2026-02-14T18:45Z [---] followers, [----] engagements


"Did not have @michaeljburry vs. @amitisinvesting on my Valentines Day bingo card"  
[X Link](https://x.com/anyuser/status/2022866654787453124)  2026-02-15T02:52Z [---] followers, [---] engagements


"Happy Sunday folks. Sitting with a cup of coffee planning the week ahead. Quick recap of week [--] metrics: [---] followers to [---] 161K total impressions to 419K Overall super happy with the progress (total stats below). Deep dive on $DUOL later today free on Substack. Sunday afternoon recap. Week [--] metrics. Absolutely amazing week hit [---] followers then some 161K impressions 2.1K likes. Really happy with the progress here. Goal is still monetization so lots of work left to do. https://t.co/B4IJoQJCYY Sunday afternoon recap. Week [--] metrics. Absolutely amazing week hit [---] followers then some 161K"  
[X Link](https://x.com/anyuser/status/2022939434682060924)  2026-02-15T07:42Z [---] followers, [---] engagements


"The FX impact on my portfolio as a EU investor this year has been genuinely painful nobody talks about this enough"  
[X Link](https://x.com/ticker_thoughts/status/2023502739041309043)  2026-02-16T21:00Z [---] followers, [--] engagements


"Only posted a couple of deep dives on Substack but Im genuinely happy with the progress. [--] weeks [--] subscribers and [---] views. Brick by brick keep building"  
[X Link](https://x.com/ticker_thoughts/status/2023796792887009537)  2026-02-17T16:28Z [---] followers, [---] engagements


"@unusual_whales Job market's so strong it's playing hard to get"  
[X Link](https://x.com/ticker_thoughts/status/2023815966698918036)  2026-02-17T17:45Z [---] followers, [---] engagements


"@Polymarket Money printer on turbo"  
[X Link](https://x.com/ticker_thoughts/status/2023821344845295714)  2026-02-17T18:06Z [---] followers, [---] engagements


"@JesseCohenInv SoftBank bought in at the peak of the AI frenzy two years ago"  
[X Link](https://x.com/ticker_thoughts/status/2023821761725558977)  2026-02-17T18:08Z [---] followers, [---] engagements


"@Polymarket Routine deployment amid rising tensions per the Navy"  
[X Link](https://x.com/ticker_thoughts/status/2023845801500569812)  2026-02-17T19:43Z [---] followers, [---] engagements


"@Polymarket @unusual_whales Apple innovating twice a decade now feels generous"  
[X Link](https://x.com/ticker_thoughts/status/2023846873740845410)  2026-02-17T19:47Z [---] followers, [--] engagements


"@claudeai Marketing team needs a raise these are 10/10"  
[X Link](https://x.com/ticker_thoughts/status/2019076328264290616)  2026-02-04T15:51Z [---] followers, 26.8K engagements


"JPow looking at the job data this week"  
[X Link](https://x.com/ticker_thoughts/status/2021942620378083807)  2026-02-12T13:41Z [---] followers, [---] engagements


"6 coffees deep into this $DUOL deep-dive Trading below its [----] IPO price while the business is 3x bigger Something really doesn't add up and I need to figure out which side is wrong the market or the fundamentals It'll be going live on Substack tonight for free"  
[X Link](https://x.com/anyuser/status/2022992739500212566)  2026-02-15T11:13Z [---] followers, [---] engagements


"@saylor @Strategy Saylor's way of saying Bitcoin owns 98% of his brain space"  
[X Link](https://x.com/ticker_thoughts/status/2023014235270492535)  2026-02-15T12:39Z [---] followers, [---] engagements


"$DUOL cant catch a break at the moment first the T-Mobile news on instant translation for 50+ languages in real time and now google launching mini language lessons. Itll be interesting to see how the stock reacts today. Full deep dive on Substack for free (link below or in profile) The green owl is down 80% from its all-time high. A CFO just walked out. T-Mobile spooked the market. Earnings in [--] days. Is $DUOL broken or is this the most mispriced growth stock of [----] I went deep. Full bull/bear breakdown is live on Substack for free. https://t.co/UmvP0cVaPF The green owl is down 80% from its"  
[X Link](https://x.com/anyuser/status/2023625050440466819)  2026-02-17T05:06Z [---] followers, [----] engagements


"$AMZN: $200B capex in [----]. $GOOGL: $185B. $META: $135B. $MSFT: $145B. $AAPL: $12.7B. And Apple still generated $99B in free cash flow last year. Either Apple is the smartest company in the room or they're getting left behind. Have a read of my latest article https://t.co/DqbPPLq68e https://t.co/DqbPPLq68e"  
[X Link](https://x.com/anyuser/status/2023765978681889158)  2026-02-17T14:26Z [---] followers, [---] engagements


"YouTube would be a MAG7 standalone. $GOOGL $NFLX Netflix v. YouTube Which platform will generate more revenue in [--] years LTM Netflix Streaming Revenue: $45B LTM YouTube Ads Revenue: $40B (+ $20B in Subscriptions) $NFLX $GOOGL https://t.co/LwSmGXcYwm Netflix v. YouTube Which platform will generate more revenue in [--] years LTM Netflix Streaming Revenue: $45B LTM YouTube Ads Revenue: $40B (+ $20B in Subscriptions) $NFLX $GOOGL https://t.co/LwSmGXcYwm"  
[X Link](https://x.com/ticker_thoughts/status/2020766285198401964)  2026-02-09T07:46Z [---] followers, [---] engagements


"Honestly the more I look into $DUOL and the timeline of pain for holders the more interesting it gets. ATH was $544 in May [----] less than a year later it's down to $112 that's a 79% drop. But the funny thing is the business hasn't fallen 79% in Q3 [----] revenue actually grew 41% YoY. Finished piece will be on SubStack Sunday (free). Starting this weeks deep-dive. $DUOL has been an absolute bloodbath. Is it broken or just beaten up Finding out for you. Sunday (free on SubStack). Starting this weeks deep-dive. $DUOL has been an absolute bloodbath. Is it broken or just beaten up Finding out for"  
[X Link](https://x.com/ticker_thoughts/status/2022249286453330222)  2026-02-13T09:59Z [---] followers, [---] engagements


"Happy Monday folks remember the market is closed today. We still have some popular earnings during this shortened week: Tuesday: Pre-market: Energy Transfer $ET Medtronic $MDT Etoro $ETOR Post-market: Paloalto $PAWN Wednesday: Pre-market: Fiverr $FVRR Wingstop $WING Post-market: Doordash $DASH Carvana $CVNA Figma $FIG Thursday: Pre-market: Walmart $WMT Lemonade $LMDN Etsy $ETSY Deere $DE Post-market: Opendoor $OPEN https://twitter.com/i/web/status/2023319250488684707 https://twitter.com/i/web/status/2023319250488684707"  
[X Link](https://x.com/anyuser/status/2023319250488684707)  2026-02-16T08:51Z [---] followers, [---] engagements


"@b_co_co I think $DUOLs moat is the gamification aspect and there huge brand presence. Not convinced this will replace $DUOL any time soon"  
[X Link](https://x.com/ticker_thoughts/status/2023634980086198551)  2026-02-17T05:45Z [---] followers, [--] engagements


"Im genuinely neutral. But looking at the financials recent product launches and their business overall its doesnt deserve -80% from ATH in the past year. Its trading lower than at IPO launch but the business is now x3 bigger. No debt. Current multiples are pricing in basically zero growth looking forward. On the flip side CFO left without much of a reason. The conversion from free to paid customers is low and slow (currently at 9%) last earnings call they revised q4 guidance down. I honestly think if their strategic pivot to extract more value out of existing customers works and guidance for"  
[X Link](https://x.com/ticker_thoughts/status/2023637221945798794)  2026-02-17T05:54Z [---] followers, [--] engagements


"@business Closed-end funds that routinely trade at 20% premiums to their actual holdings"  
[X Link](https://x.com/ticker_thoughts/status/2023845531014099393)  2026-02-17T19:42Z [---] followers, [---] engagements


"Be honest do you actually read the earnings reports or do you just wait for someone on here to summarize it"  
[X Link](https://x.com/anyuser/status/2023865282171748857)  2026-02-17T21:00Z [---] followers, [--] engagements


"Apple and the Art of Spending Less Everyone is watching the AI arms race and wondering where is Apple Amazon just announced $200 billion in capex for [----]. Alphabet is going to $175185 billion. Meta wants to spend $135 billion. http://x.com/i/article/2023716008934973440 http://x.com/i/article/2023716008934973440"  
[X Link](https://x.com/anyuser/status/2023765769142562945)  2026-02-17T14:25Z [---] followers, [---] engagements


"Be honest do you actually read the earnings reports or do you just wait for someone on here to summarize it"  
[X Link](https://x.com/anyuser/status/2023865282171748857)  2026-02-17T21:00Z [---] followers, [--] engagements

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