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# ![@zoomyzoomm Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1476329189036879874.png) @zoomyzoomm Zoomer 🧢

Elon Musk's algorithm changes on X (formerly Twitter) have sparked frustration among users, with many expressing disappointment and demotivation due to decreased visibility and engagement. Some users are considering canceling their premium subscriptions, citing the algorithm's favoring of "slop posts" from unverified accounts over high-quality content from verified ones. The changes have led to a significant decline in motivation for some users to post on the platform.

### Engagements: XXXXXX [#](/creator/twitter::1476329189036879874/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1476329189036879874/c:line/m:interactions.svg)

- X Week XXXXXXXXX -XX%
- X Month XXXXXXXXXX -XX%
- X Months XXXXXXXXXXX +1,524%

### Mentions: XX [#](/creator/twitter::1476329189036879874/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1476329189036879874/c:line/m:posts_active.svg)

- X Week XXX -XXXX%
- X Month XXXXX +22%
- X Months XXXXX +155%

### Followers: XXXXXX [#](/creator/twitter::1476329189036879874/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1476329189036879874/c:line/m:followers.svg)

- X Week XXXXXX +0.81%
- X Month XXXXXX +3.70%
- X Months XXXXXX +511%

### CreatorRank: XXXXXXX [#](/creator/twitter::1476329189036879874/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1476329189036879874/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [exchanges](/list/exchanges)  XXX% [travel destinations](/list/travel-destinations)  XXX%

**Social topic influence**
[$tlt](/topic/$tlt) #11, [ai](/topic/ai) 1.42%, [$adbe](/topic/$adbe) 1.21%, [bullish](/topic/bullish) 1.01%, [stocks](/topic/stocks) #4310, [inflation](/topic/inflation) #676, [$goog](/topic/$goog) 0.81%, [in 2026](/topic/in-2026) 0.61%, [$asml](/topic/$asml) 0.61%, [asml](/topic/asml) XXXX%

**Top accounts mentioned or mentioned by**
[@martinshkreli](/creator/undefined) [@remindmeofthis](/creator/undefined) [@remindme_ofthis](/creator/undefined) [@citrini7](/creator/undefined) [@michaelmottcm](/creator/undefined) [@jrouldz](/creator/undefined) [@rtheoryxyz](/creator/undefined) [@michaeljburry](/creator/undefined) [@dylan522p](/creator/undefined) [@semianalysis](/creator/undefined) [@taobanker](/creator/undefined) [@robbydoesstocks](/creator/undefined) [@jaredkubin](/creator/undefined) [@thebullishbat](/creator/undefined) [@mwfowlie](/creator/undefined) [@billackman](/creator/undefined) [@dalibali2](/creator/undefined) [@chesswarri42621](/creator/undefined) [@liathetrader](/creator/undefined) [@jukan05](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Uber Technologies, Inc. (UBER)](/topic/$uber) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Applovin Corporation (APP)](/topic/$app) [SuperWalk (GRND)](/topic/$grnd) [Bitcoin (BTC)](/topic/bitcoin) [UiPath, Inc. (PATH)](/topic/$path) [Palantir (PLTR)](/topic/$pltr) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [Broadcom, Inc. (AVGO)](/topic/$avgo) [FIRST NB GROTON NY (FIGR)](/topic/$figr) [Lennar Corporation (LEN)](/topic/$len) [D R Horton Inc (DHI)](/topic/$dhi) [Dream Finders Homes, Inc. Class A Common Stock (DFH)](/topic/$dfh) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Carvana Co. (CVNA)](/topic/$cvna) [Sea Limited (SE)](/topic/$se) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Trade Desk, Inc. (TTD)](/topic/$ttd) [YETI Holdings, Inc. Common Stock (YETI)](/topic/$yeti) [SpaceN (SN)](/topic/$sn) [Arcutis Biotherapeutics, Inc. Common Stock (ARQT)](/topic/$arqt) [BellRing Brands, Inc. (BRBR)](/topic/$brbr) [The Simply Good Foods Company Common Stock (SMPL)](/topic/$smpl) [J&J Snack Foods Corp (JJSF)](/topic/$jjsf) [SafeMoon (SFM)](/topic/$sfm) [Payoneer Global Inc. Common Stock (PAYO)](/topic/$payo) [StaFi (FIS)](/topic/$fis) [Global Payments Inc (GPN)](/topic/$gpn) [Match Group Inc (MTCH)](/topic/$mtch) [NextEra Energy Inc (NEE)](/topic/$nee) [Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Synopsys, Inc. (SNPS)](/topic/$snps) [Strategy (MSTR)](/topic/$mstr) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Riot Platforms, Inc. (RIOT)](/topic/riot-platforms) [MP Materials Corp. (MP)](/topic/$mp) [Oracle Corporation (ORCL)](/topic/$orcl) [Commault Systems, Inc. (CVLT)](/topic/$cvlt) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [Coeur Mining, Inc. (CDE)](/topic/$cde) [aelf (ELF)](/topic/$elf)
### Top Social Posts
Top posts by engagements in the last XX hours

"Sus institutional flow into $TLT calls today. 94C for 12/31 expiration $263k premium If $TLT closes $XXXXX by EoY those contracts are worth $1.4m (500% return) in XX days. lmao. Does someone know something"  
[X Link](https://x.com/zoomyzoomm/status/1995680063317311505)  2025-12-02T02:22Z 29.5K followers, 1351 engagements


""Any sufficiently advanced technology is indistinguishable from magic." - Arthur C. Clarke"  
[X Link](https://x.com/zoomyzoomm/status/1996458174455701885)  2025-12-04T05:54Z 29.5K followers, XXX engagements


"jesus christ"  
[X Link](https://x.com/zoomyzoomm/status/1997102196853514639)  2025-12-06T00:34Z 29.5K followers, XXX engagements


""But @BillAckman is bullish $UBER ""  
[X Link](https://x.com/zoomyzoomm/status/1993465895499579407)  2025-11-25T23:44Z 29.5K followers, 3837 engagements


"@bennpeifert agree w/ u tho that lower bond yields imply weakening growth inflation and recession risk Having said that I'd argue structurally higher inflation (eg 5-7%) would screw the lower/middle class a lot more than GDP 2%"  
[X Link](https://x.com/zoomyzoomm/status/1997480916525240460)  2025-12-07T01:38Z 29.5K followers, XX engagements


"Steve Jobs daughter btw"  
[X Link](https://x.com/zoomyzoomm/status/1973552492991619191)  2025-10-02T00:55Z 29.5K followers, 133.5M engagements


"today I learned the majority of people dislike Indians"  
[X Link](https://x.com/zoomyzoomm/status/1992485536779641110)  2025-11-23T06:49Z 29.5K followers, 189.2K engagements


"Twitter today"  
[X Link](https://x.com/zoomyzoomm/status/1992596573612896768)  2025-11-23T14:10Z 29.5K followers, 3.3M engagements


"I'm X step closer to creating an Ana de Armas AI girlfriend"  
[X Link](https://x.com/zoomyzoomm/status/1993833333718224949)  2025-11-27T00:04Z 29.5K followers, XXX engagements


"be Michael Burry born 1971 in San Jose CA age X get eye cancer lose the whole thing rock a glass eye have no depth perception but still play football high school: Santa Teresa ace everything zero friends (for the character arc) 1990s: UCLA econ + pre-med obsessed with stocks start posting value picks on obscure forums become message board mod get noticed by Vanguard and Joel Greenblatt start a fund 1997: Vanderbilt med school MD achievement unlocked Work as a doctor while moonlighting as Dr. Doom on stock forums Stanford residency in neurology gets bored of med quit med career take entire"  
[X Link](https://x.com/zoomyzoomm/status/1993915420634697780)  2025-11-27T05:30Z 29.5K followers, 3M engagements


"be Josh Kushner born June XX 1985 in Livingston NJ be born into a real-estate dynasty (aka Nepo Baby) dad gets convicted for tax evasion & witness tampering (oof) your big brother plans to take over the world go to Harvard (class of 08) Catching the startup bug early: starts Scene (pop culture student magazine) Josh has no fashion sense - critics hate it - Josh shuts it down starts Vostu (a Zynga ripoff for Brazil) get sued company implodes - Josh shuts it down starts Unithrive (a non-profit that facilitated interest free peer-to=peer loans from Harvard alumni to students) - realizes Harvard"  
[X Link](https://x.com/zoomyzoomm/status/1994195684585861147)  2025-11-28T00:04Z 29.5K followers, 378.1K engagements


"Stan Druckenmiller's FIRST trade at Duquesne Putting HALF of his ENTIRE fund in XX year bonds. Talk about a ballsy bet for a XX year old. But this is the trade that started a legendary XX year career compounding at 30%+ CAGR with ZERO down years. Context The U.S. economy in the late 1970s and early 1980s was plagued by stagflation. Interest rates were high. Inflation was high. Growth was low. His first mentor (that gave him his first job) thought bond yields were going to double to 25%. Fed Chairman Paul Volcker implemented an extremely aggressive monetary policy hiking the Fed Funds rate to"  
[X Link](https://x.com/zoomyzoomm/status/1994227485102493724)  2025-11-28T02:10Z 29.5K followers, 47.5K engagements


"Stan Druckenmiller from 2018 is eerily similar to today. Macro Diagnosis (late 2018) Coincident and lagging economic indicators still look very strong (GDP has a 3-handle etc.) Leading indicators he uses are not yet red but definitely amber and flashing warning signs The single best economist he knows is the inside of the stock market The S&P being down only XX% at the time of the interview is a mirage Cyclical stocks are already in disaster territory: Auto stocks down XX% Building stocks down XX% Banks down XX% Russell 2000 down XX% Retail equities down XX% Defensives are up: utilities"  
[X Link](https://x.com/zoomyzoomm/status/1995010813929951496)  2025-11-30T06:03Z 29.5K followers, 97.2K engagements


"Google is trading at 9x forward revenue. Servicenow is trading at 11x forward revenue. Come on people. What are we doing here $GOOG $NOW"  
[X Link](https://x.com/zoomyzoomm/status/1995024597239173414)  2025-11-30T06:58Z 29.5K followers, 1192 engagements


"6 long ideas for 2026 Long $adbe SaaS has been indiscriminately sold off this year and any unwind in the AI trade is likely to be positive for legacy SaaS. $adbe trades at c. 10x EBITDA and is best placed to roll out AI into existing F500 and SMB clients. Long $nvda The death of NVIDIA by $avgo and $GOOG is overblown. $NVDA has barely started their dominance with Blackwell and Rubin and is currently trading at record low valuations vs the last X years (20x EBITDA). Technology follows power laws and always accrues to the #1 player. Thats $nvda. We are in the 3rd inning with AI. stay long the"  
[X Link](https://x.com/zoomyzoomm/status/1995240759960973702)  2025-11-30T21:17Z 29.5K followers, 48.8K engagements


"Anyone got any views on the somewhat recent IPO of Blockchain lender $FIGR They just have insane metrics. Like out of this world. And Druckenmiller is long. Hmmmmm this could be my pick for 2026 Zoomers"  
[X Link](https://x.com/zoomyzoomm/status/1995266944627593646)  2025-11-30T23:01Z 29.5K followers, 1343 engagements


"Analyzing Citrini's XX trades for 2025🧵 (admittedly there's another month to go but I'm impatient)"  
[X Link](https://x.com/zoomyzoomm/status/1995296931808264449)  2025-12-01T01:00Z 29.5K followers, 57.1K engagements


"Trade 1: Short Homebuilders. Rationale: Bearish on oversupply & pricing declines. Positioning: Short $DHI $LEN $BLDR $DFH. Profitable Trade No. Commentary: Homebuilders have bounced recently on rate cut bets and many are green YTD. More bullish than bearish into 2026"  
[X Link](https://x.com/zoomyzoomm/status/1995298035992338603)  2025-12-01T01:04Z 29.5K followers, 6840 engagements


"Trade 2: Long Crouching Tigers. Rationale: Revival of ZIRP-era darlings & phoenixes (incl. FOA). Positioning: Long $APP $CVNA $SE. Profitable Trade Yes. Commentary: Tech and e-commerce names have ripped. $CVNA $APP $SE all up big. Great call"  
[X Link](https://x.com/zoomyzoomm/status/1995299791736283507)  2025-12-01T01:11Z 29.5K followers, 6237 engagements


"@MartinShkreli Trade 5: Long Shrinkage Digitization. Rationale: Retail digitization vs. losses (incl. DMRC). Positioning: Long digital solutions eg $DMRC. Profitable Trade No. Commentary: $DMRC has declined sharply (-80%) amid broader retail tech challenges. You can't win em all"  
[X Link](https://x.com/zoomyzoomm/status/1995301692947267707)  2025-12-01T01:19Z 29.5K followers, 5521 engagements


"@MartinShkreli Trade 6: Long Legacy TV Media. Rationale: Rebound thesis. Positioning: Long $MGNI. Profitable Trade No. Commentary: $MGNI has lagged YTD due to persistent ad market fragmentation delaying the anticipated legacy media recovery. adtech has been slaughtered (eg $TTD)"  
[X Link](https://x.com/zoomyzoomm/status/1995302066491900097)  2025-12-01T01:20Z 29.5K followers, 5452 engagements


"@MartinShkreli Trade 11: Long YETI / Short SharkNinja. Rationale: Consumer goods pair. Positioning: Long $YETI; short $SN. Profitable Trade Yes. Commentary: $YETI up. $SN flat. Niche trade but it worked"  
[X Link](https://x.com/zoomyzoomm/status/1995303664131637359)  2025-12-01T01:27Z 29.5K followers, 4236 engagements


"@MartinShkreli Trade 17: Long Arcutis Therapeutics. Rationale: Dermatology biotech. Positioning: Long $ARQT. Profitable Trade Yes. Crushed it. Commentary: $ARQT more than doubled on positive clinical data and market expansion in therapeutic dermatology. Biotechs FTW"  
[X Link](https://x.com/zoomyzoomm/status/1995306324306067685)  2025-12-01T01:37Z 29.5K followers, 3663 engagements


"Trade 18: Long Fiscal Policy Plays. Rationale: Dereg Ukraine MAHA food quality (incl. LQDT AVO etc.). Positioning: Long $LQDT $AVO $BRBR $SMPL $VITL $NGVC; short $UTZ $JJSF $SFM. Profitable Trade Yes net positive. Commentary: Longs got dumped (eg $BRBR (-60%) but shorts delivered gains ( $UTZ $JJSF $SFM all crushed)"  
[X Link](https://x.com/zoomyzoomm/status/1995306704758772183)  2025-12-01T01:39Z 29.5K followers, 3471 engagements


"@MartinShkreli Trade 20: Long Payments & Fintech. Rationale: Dereg & remittances growth. Positioning: Long payments basket: $FIS $GPN $PAYO. Profitable Trade Definitely not. Huge losses. Commentary: Payments companies got absolutely destroyed this year. Probs the worst trade of all"  
[X Link](https://x.com/zoomyzoomm/status/1995307715208663399)  2025-12-01T01:43Z 29.5K followers, 3483 engagements


"what would fix the dating epidemic"  
[X Link](https://x.com/zoomyzoomm/status/1995399049890218326)  2025-12-01T07:46Z 29.5K followers, XXX engagements


"definitely not dating apps lol short $BMBL $MTCH $GRND"  
[X Link](https://x.com/zoomyzoomm/status/1995399248914128931)  2025-12-01T07:47Z 29.5K followers, XXX engagements


"@deepseek_ai Jensen remembering what happened to $nvda stock price the last time DeepSeek dropped a model"  
[X Link](https://x.com/zoomyzoomm/status/1995459343907426616)  2025-12-01T11:45Z 29.5K followers, 18.6K engagements


"The one-way bet for the rest of the decade LONG POWER. Independent power producers (eg $NEE $VST $CEG) can charge whatever they want. Hyperscalers are going balls deep to secure future supply (often paying 2/3/4x spot nuclear prices)"  
[X Link](https://x.com/zoomyzoomm/status/1995631252926599487)  2025-12-01T23:09Z 29.5K followers, 2592 engagements


"JPM: Baidus Hyperscaler Cloud Computing biz valued at $34b (vs 40b market cap today) AI cloud accounts for 1/4 of Baidu's core revenue. JP Morgan expects Baidu's GPU computing revenue to double in 2026. $bidu"  
[X Link](https://x.com/zoomyzoomm/status/1995705009212981447)  2025-12-02T04:02Z 29.5K followers, 2052 engagements


"Value managers crashing out hard"  
[X Link](https://x.com/zoomyzoomm/status/1996008868154065344)  2025-12-03T00:09Z 29.5K followers, 81K engagements


"AI will permanently damage the labor market. Nobody is talking about this"  
[X Link](https://x.com/zoomyzoomm/status/1996127796079517910)  2025-12-03T08:02Z 29.5K followers, XXX engagements


"This is the kinda thing that happened in 2007 btw I remember the stories about Blackstone's Steve Schwarzman wanting to offload half of the overvalued real estate he'd just overpaid from EOP (after outbidding Vornado) With ZERO daylight from transaction close. Same vibes"  
[X Link](https://x.com/zoomyzoomm/status/1996384266914259252)  2025-12-04T01:01Z 29.5K followers, XXX engagements


"Broken Compounders $SNPS Synopsys $CVLT Commvault $MSTR Strategy $KTOS Kratos $CDE Coeur Mining $SMCI Super Micro $ELF e.l.f. Beauty $CELH Celsius $FFIV F5 $HIMS Hims & Hers $RIOT Riot Platforms $MARA MARA $ASTS ASTS $MP MP Materials $ORCL Oracle"  
[X Link](https://x.com/zoomyzoomm/status/1996423274444779865)  2025-12-04T03:36Z 29.5K followers, XXX engagements


"Coinbase CEO Brian Armstrong: "You actually WANT insider trading" What the fuck"  
[X Link](https://x.com/zoomyzoomm/status/1996439862615154765)  2025-12-04T04:42Z 29.5K followers, 12.6K engagements


"Literally all of your friends (Coatue @altcap Altimeter etc.) are taking the opposite trade. Long OpenAI Complex Short $GOOG Complex / Grok / Anthropic"  
[X Link](https://x.com/zoomyzoomm/status/1996451359676338424)  2025-12-04T05:27Z 29.5K followers, XXX engagements


"Interestingly Stan Druckenmiller was mega long bonds in late 2018 when the 10-year was sitting around 2.7%. It's XXX% today. "The inside of the stock market" told him a recession was coming. Utilities staples and pharma were UP. That's how he knew. Sound familiar $TLT"  
[X Link](https://x.com/zoomyzoomm/status/1996466910029107243)  2025-12-04T06:29Z 29.5K followers, 2867 engagements


"How have we not been in a proper recession since 2009"  
[X Link](https://x.com/zoomyzoomm/status/1996539255007637794)  2025-12-04T11:17Z 29.5K followers, XXX engagements


"Either Bitcoin rips back or $qqq crashes. No in between"  
[X Link](https://x.com/zoomyzoomm/status/1996548479934706073)  2025-12-04T11:53Z 29.5K followers, 1078 engagements


"The lowest IQ person you know just made millions today"  
[X Link](https://x.com/zoomyzoomm/status/1996706213950845176)  2025-12-04T22:20Z 29.5K followers, 50.4K engagements


"We need a spotify wrapped for Twitter"  
[X Link](https://x.com/zoomyzoomm/status/1996710675293626609)  2025-12-04T22:38Z 29.5K followers, XXX engagements


"If $PATH is the next shitco to go parabolic It's got a lot of room to run"  
[X Link](https://x.com/zoomyzoomm/status/1996735336966484065)  2025-12-05T00:16Z 29.5K followers, XXX engagements


"Think we're in an AI/Tech/Momentum market Long: Unprofitable tech Momo Uranium Nuclear Quantum Short: Staples Low volatility Low valuation Telcos Excellent new tool by @JaredKubin"  
[X Link](https://x.com/zoomyzoomm/status/1996753613448954120)  2025-12-05T01:28Z 29.5K followers, XXX engagements


"Disagree with consensus and think we're headed for a risk-off/defensive period Long: $DXY $TLT Staples High quality Secular growth Short: Unprofitable tech IPOs Momo Space Quantum Biotech Lots of diff scenarios. Epic"  
[X Link](https://x.com/zoomyzoomm/status/1996753616263426077)  2025-12-05T01:28Z 29.5K followers, 2387 engagements


"@jrouldz @iewney Think you were railing against my short quantum posts lmao Still appreciate your thoughts tho you're clearly a smart guy Good to get the bull and bear cases :)"  
[X Link](https://x.com/zoomyzoomm/status/1996760783318057195)  2025-12-05T01:57Z 29.5K followers, XXX engagements


"@jrouldz @iewney Nah I always just say "Long X Short Y" to show my bullish/bearish stance on various themes/factors Generally shorting is a dumb idea and you shouldn't do it other than to hedge"  
[X Link](https://x.com/zoomyzoomm/status/1996761756493140367)  2025-12-05T02:01Z 29.5K followers, XXX engagements


"@jrouldz @iewney Ironically was mega bullish $ASML and $MU earlier this year"  
[X Link](https://x.com/zoomyzoomm/status/1996762147595210883)  2025-12-05T02:02Z 29.5K followers, XXX engagements


"Long bonds has got to be THE MOST contrarian call of 2026. $TLT $ZROZ"  
[X Link](https://x.com/zoomyzoomm/status/1996768662259384475)  2025-12-05T02:28Z 29.5K followers, XXX engagements


"Hard not to be bearish looking at this chart"  
[X Link](https://x.com/zoomyzoomm/status/1996775137052684548)  2025-12-05T02:54Z 29.5K followers, XXX engagements


"Deflation/recession - Treasuries do well. Inflation - Commodities do well. Hard not to be bullish $TLT $PDBC"  
[X Link](https://x.com/zoomyzoomm/status/1996776098689175927)  2025-12-05T02:58Z 29.5K followers, XXX engagements


"@kayliatyyy Stocks and Gold are overheated Treasuries and commodities are underowned Usually these things mean-revert"  
[X Link](https://x.com/zoomyzoomm/status/1996776430852866200)  2025-12-05T02:59Z 29.5K followers, XX engagements


"Choke on WHAT"  
[X Link](https://x.com/zoomyzoomm/status/1996777281818423574)  2025-12-05T03:02Z 29.5K followers, XXX engagements


"Stock/bond ratio vs Unemployment rate (inverted). Basically a 1:1 correlation. When the unemployment rate drops (blue line goes up) - stocks go up (black line). When unemployment rate rises - stocks go down. The blue line is dropping. The black line will follow"  
[X Link](https://x.com/zoomyzoomm/status/1996779147671359583)  2025-12-05T03:10Z 29.5K followers, XXX engagements


"USD/JPY (blue) vs US-Japan 10Y yield spread (black) This has bifurcated (currency spread is up while yield spread is down) Two reasons the jaws close: US 10Y falls and Japan 10Y rises pulling USD/JPY down US 10Y rises and Japan 10Y stays low widening the rate spread"  
[X Link](https://x.com/zoomyzoomm/status/1996783764547236350)  2025-12-05T03:28Z 29.5K followers, XXX engagements


"Hate to admit it but long $adbe is the #1 top long of 2026"  
[X Link](https://x.com/zoomyzoomm/status/1996791995998916638)  2025-12-05T04:01Z 29.5K followers, 66.7K engagements


"Also @Downtown and @michaelbatnick just pitched an $adbe long thesis on @TheCompoundNews Seems like its finally time"  
[X Link](https://x.com/zoomyzoomm/status/1996792770217046482)  2025-12-05T04:04Z 29.5K followers, 1476 engagements


"Hot take but $adbe in 2026 is $Uber / $goog in 2025. Its time. Max long $adbe. Bookmark it"  
[X Link](https://x.com/zoomyzoomm/status/1996797056510521589)  2025-12-05T04:21Z 29.5K followers, 17.8K engagements


"This thesis is so dim wittedly simplistic and stupid that it probably works long $ADBE"  
[X Link](https://x.com/zoomyzoomm/status/1996809007655444509)  2025-12-05T05:09Z 29.5K followers, 2936 engagements


"(No hate @Mr_Derivatives lmaooo i'm jk I had the exact same thought as you)"  
[X Link](https://x.com/zoomyzoomm/status/1996809229911704020)  2025-12-05T05:09Z 29.5K followers, XXX engagements


"@QualityInvest5 Exit $ASML and double down on $ADBE IMO"  
[X Link](https://x.com/zoomyzoomm/status/1996810009452409047)  2025-12-05T05:12Z 29.5K followers, XXX engagements


"@RemindMe_OfThis in X months"  
[X Link](https://x.com/zoomyzoomm/status/1996823365861232750)  2025-12-05T06:06Z 29.5K followers, XXX engagements


"The rug is gonna get pulled on the $PATH guys isn't it I haven't seen a single bear out there. This thing was a piece of SHIT X months ago that nobody wanted to touch. "RPA is dead." This largely hasn't changed. I will be the token lone bear. (tho I am bullish $PATH lol)"  
[X Link](https://x.com/zoomyzoomm/status/1996835487898821037)  2025-12-05T06:54Z 29.5K followers, XXX engagements


"Momentum stocks reaching the upper band of their explosive rip upwards. Nearly X sigma standard deviation move. Do. Not. Chase. This. Rally"  
[X Link](https://x.com/zoomyzoomm/status/1996837289880965459)  2025-12-05T07:01Z 29.5K followers, 1077 engagements


"Lmao $four levering up the balance sheet even more These guys are doubling down on their M&A strategy Even when the market punishes the entire payments sector Gotta commend the conviction Lets see if it pays off for them"  
[X Link](https://x.com/zoomyzoomm/status/1996859602386976988)  2025-12-05T08:30Z 29.5K followers, 1404 engagements


"I would love to know what proportion of AI compute is going towards revenue generating activities vs non-revenue generating activities Eg big data number crunching for enterprise reports vs slop meme videos of Stephen Hawking dropping down half pipes"  
[X Link](https://x.com/zoomyzoomm/status/1996916282739040353)  2025-12-05T12:15Z 29.5K followers, XXX engagements


"If I had to guess Lets take OpenAIs 800m Weekly Active Users Like XX% of these people will be using it for random one off questions that dont use much compute The heavy usage will be coming from Enterprise licenses power users (via API) or those running SORA 2"  
[X Link](https://x.com/zoomyzoomm/status/1996917517252809199)  2025-12-05T12:20Z 29.5K followers, XX engagements


"The beginning of the end for $nflx"  
[X Link](https://x.com/zoomyzoomm/status/1996920214228000856)  2025-12-05T12:30Z 29.5K followers, 1384 engagements


"We are seeing a MASSIVE dispersion in the 30y yield vs the 1y yield. With the $VIX near all time lows. Before the fed started cutting rates these two were basically the same yield. Something is not adding up"  
[X Link](https://x.com/zoomyzoomm/status/1997200118538453090)  2025-12-06T07:03Z 29.5K followers, XXX engagements


"There are only X software companies expected to grow revenue XX% for the next X years. If you were looking for the highest quality companies in the entire world: $WTC - Wisetech $PLTR - Palantir $PME - Pro Medicus $RDDT - Reddit $NET - Cloudflare $APP - Applovin $RBRK - Rubrik"  
[X Link](https://x.com/zoomyzoomm/status/1968099339609444844)  2025-09-16T23:47Z 29.5K followers, 2823 engagements


"HOLY FUCK Dominos down -XX% the Italians are jumping for joy rn note to self: don't buy an overpriced cyclical consumer discretionary piece of shit $DMP.AX"  
[X Link](https://x.com/zoomyzoomm/status/1972526047750242459)  2025-09-29T04:57Z 29.5K followers, 69.4K engagements


"Bitcoin the canary in the coal mine $btc $qqq"  
[X Link](https://x.com/zoomyzoomm/status/1993421542630588455)  2025-11-25T20:48Z 29.5K followers, XXX engagements


"Wow $WISE.L taken to the woodshed This thing is everyone's favorite travel companion Yea yea maybe it's commoditized But ultimately it's stealing flow from the other banks/FX providers Chart is cooked but looks prime for a bounce"  
[X Link](https://x.com/zoomyzoomm/status/1994274538603880452)  2025-11-28T05:17Z 29.5K followers, XXX engagements


"@Gupalo1974 @WineRex Yep $ZROZ is good and an even more aggressive way to play long bond yields dropping (Albeit a lot lower volume/thinly traded vs $TLT)"  
[X Link](https://x.com/zoomyzoomm/status/1996047227949908152)  2025-12-03T02:41Z 29.5K followers, XXX engagements


"3. The third layer of the stack: Data Centers. While China tech giants will build some of their own Data Centers Another beneficiary will be cos that are contracted to build& run external data centers. There are X players in this layer: $GDS $VNET & Chindata (acquired by bain)"  
[X Link](https://x.com/zoomyzoomm/status/1956545395297042780)  2025-08-16T02:35Z 29.5K followers, 2765 engagements


"Ironically Rightmove stock price has almost tracked London house prices 1:1 lol Flat since 2019 $RMV"  
[X Link](https://x.com/zoomyzoomm/status/1970746538830987540)  2025-09-24T07:06Z 29.5K followers, XXX engagements


"The slop bowl trade Long $CMG XX% YTD) Long $CAVA (-57% YTD) Long $SG (-79% YTD) Oversold and will bounce on short covering"  
[X Link](https://x.com/zoomyzoomm/status/1993440320923877698)  2025-11-25T22:03Z 29.6K followers, XXX engagements


"thought it was time to run my "Rule of XX Dirt Cheap" screener: XX% NTM revenue growth XX% FCF margins XX% EBITDA margins 6x NTM EV/Revenue $TEAM Atlassian $AVPT Avepoint $CLSK Cleanspark $DUOL Duolingo $GEN Gen Digital $GLBE Global-e $GRND Grindr $KSPI Kaspi $TKO TKO"  
[X Link](https://x.com/zoomyzoomm/status/1994928706893304119)  2025-11-30T00:37Z 29.6K followers, XXX engagements


"Do you notice anything about Stan Druckenmiller's top holdings Absolutely flawless charts. Lesson in there. $NTRA $INSM $TEVA $WWD"  
[X Link](https://x.com/zoomyzoomm/status/1995055176470917542)  2025-11-30T08:59Z 29.6K followers, 1705 engagements


"The $GTLB long thesis vs the gitlab short thesis"  
[X Link](https://x.com/zoomyzoomm/status/1996000335908012173)  2025-12-02T23:35Z 29.6K followers, 4075 engagements


"Energy will work in 2026. $COP $CVX are monsters in waiting. Fundamental L/S HFs (like Adage) are already rotating into these factors. Bookmark it"  
[X Link](https://x.com/zoomyzoomm/status/1996823332210225662)  2025-12-05T06:05Z 29.6K followers, XXX engagements


"😭😭 this CANT be real $tlt"  
[X Link](https://x.com/zoomyzoomm/status/1997071516987805898)  2025-12-05T22:32Z 29.6K followers, 2497 engagements


"Is the stock market a bubble 🧵 All signs point to yes. Breakdowns of returns by segment: Revenue growth: 5.1%. Margin expansion: 2.6%. Multiple expansion: 2.8%. Dividends: 1.9%. Total return: 13%. Multiple expansion + margin expansion are generally "one off.""  
[X Link](https://x.com/zoomyzoomm/status/1997470754859057348)  2025-12-07T00:58Z 29.6K followers, XXX engagements


"Everyone dunking on this post severely misunderstands the ramifications of people NOT buying US treasuries. Bond prices down = bond yields up Bond prices up = bond yields down. If people do NOT buy US treasuries (less demand for bonds) this will send bond prices down and bond yields up. US treasuries are basically a proxy for the risk free rate. Higher bond yields = a higher risk free rate. This is what virtually EVERY SINGLE ASSET uses as a baseline. If you can make X% risk free why would you bother investing in high risky stuff The entire risk curve shifts to the right. Suddenly investors"  
[X Link](https://x.com/zoomyzoomm/status/1997478711944413216)  2025-12-07T01:30Z 29.6K followers, 1754 engagements


"We want lower bond yields. Imagine what equity markets would look like with the 10Y Yield at 6%+ lmfao"  
[X Link](https://x.com/zoomyzoomm/status/1997480043384324320)  2025-12-07T01:35Z 29.6K followers, 1304 engagements


"Bond yields have acted weirdly the entire year. Growth is weakening. Inflation is falling. Unemployment is rising. These three factors would typically lead to lower yields on the lower end of the curve. Yet the long end is actually rising. Is it really Japan selling UST"  
[X Link](https://x.com/zoomyzoomm/status/1997481636557197537)  2025-12-07T01:41Z 29.6K followers, XXX engagements


"@great_martis Hard to see equities not selling of bigly if yields continue to grind higher What terminal multiple should equities be at if the 10Y rises to 5-6%"  
[X Link](https://x.com/zoomyzoomm/status/1997516712376463823)  2025-12-07T04:01Z 29.6K followers, XXX engagements


"People saying lower rates are good for equities are misguided. Lower LONG rates are good for equities. Lower long yields = higher terminal equity multiples. But since Powell started cutting short term rates the long end has actually gone UP. AKA equity multiples down"  
[X Link](https://x.com/zoomyzoomm/status/1997518119565512832)  2025-12-07T04:06Z 29.6K followers, XXX engagements


"One of two things will happen: Either long rates eventually come down and equities stay high Or equities dump while the long yield grinds higher. No in between"  
[X Link](https://x.com/zoomyzoomm/status/1997518354270372263)  2025-12-07T04:07Z 29.6K followers, XXX engagements


"Cheat Sheet for bond yields and their impact on the yield curve"  
[X Link](https://x.com/zoomyzoomm/status/1997566208942731301)  2025-12-07T07:17Z 29.6K followers, XXX engagements


"Imagine it's 1981 and you bought XX year bonds locking in a XX% return risk-free every year until you retired"  
[X Link](https://x.com/zoomyzoomm/status/1997574069345263900)  2025-12-07T07:49Z 29.6K followers, 57.9K engagements