Get live statistics and analysis of Justin Mateen's profile on X / Twitter
Founder of JAM Fund | Co-founder of Tinder | Partnering with founders building generational companies
198following4kfollowers
The Entrepreneur
Justin Mateen is a visionary entrepreneur and investor who thrives on identifying and partnering with generational founders to build transformative companies. He combines his deep startup experience with an eye for spotting early-stage innovators destined for explosive growth. His tweets radiate enthusiasm for disruptive ideas and celebrate the journey of building impactful businesses.
Justinās investing style is like a first date: super enthusiastic at first, maybe a bit impulsive, but occasionally ghosting the āone that got awayā before realizing they were a soulmate unicorn. Maybe next time, donāt swipe left so fast!
Raised early capital and invested in pre-launch companies like Deel and Kalshi that have since grown into decacorns worth tens of billions, solidifying his status as a top-tier startup investor and founder partner.
Justin's life purpose revolves around nurturing and scaling startups that have the potential to redefine industries and create lasting value, empowering founders to realize their boldest ambitions.
He believes in the power of visionary leadership, the importance of backing founders early, and that recognizing unique patterns and raw talent in startups can lead to generational success. He values determination, growth mindset, and the disruptive potential of technology-driven ventures.
His biggest strength lies in his fearless intuition in early-stage investments, combined with a knack for recognizing high-potential founders and companies before they hit mainstream success.
A tendency to hesitate or pass on certain opportunities too early, as seen in passing on Deel's Series A, which later ballooned into a massive success ā the classic 'fumble' of an otherwise sharp investor.
To grow his audience on X, Justin should blend his insightful investment stories with more behind-the-scenes glimpses of startup life, leveraging short video clips and founder interviews. Engaging in topical conversations around emerging tech trends and sharing actionable advice for founders would deepen his thought leadership while fostering community engagement.
Fun fact: Justin once invested so eagerly in a startup during a phone call that he increased his stake three times while literally on the toilet abroad! Talk about multi-tasking your way to unicorns.
Whop just crossed $2B in GTV and $142 mil in ARR. Gen Z doesnāt want traditional jobs. Whop is becoming the backbone for how they earn.
Iām slightly biased⦠I invested in @WhopIO at a $3M valuation in 2021 and remain the largest shareholder outside the founders. Even from that seat, I still donāt fully understand how Gen Z makes a living.
Most investors are asleep. Theyāll notice when ARR goes from $142M toward $1B within 18 months.
The CEO Steven is one of the most naturally talented leaders of his age group. A world class engineer with unusual range, speed, and instinct. He has the kind of raw, unstructured talent you canāt manufacture: randomly insane piano skills but no Ivy League polish.
Whop is a hidden gem⦠a generational company built by generational founders.
Have backed @connorzwick and @adhsu founders of @speak since 2016- invested in 6 consecutive rounds starting at $10M.
Pretty damn slow to become a unicorn, but now itās on. š
⢠$100M ARR
⢠15M downloads
⢠40% daily retention
⢠120 team
Fun story: on a 2018 call with Connor (while overseas and on the toilet) I upped my investment three times- kept realizing I needed to own more.
They were talking AI and machine learning long before it was trendy.
Whop just crossed $2B in GTV and $142 mil in ARR. Gen Z doesnāt want traditional jobs. Whop is becoming the backbone for how they earn.
Iām slightly biased⦠I invested in @WhopIO at a $3M valuation in 2021 and remain the largest shareholder outside the founders. Even from that seat, I still donāt fully understand how Gen Z makes a living.
Most investors are asleep. Theyāll notice when ARR goes from $142M toward $1B within 18 months.
The CEO Steven is one of the most naturally talented leaders of his age group. A world class engineer with unusual range, speed, and instinct. He has the kind of raw, unstructured talent you canāt manufacture: randomly insane piano skills but no Ivy League polish.
Whop is a hidden gem⦠a generational company built by generational founders.
Have backed @connorzwick and @adhsu founders of @speak since 2016- invested in 6 consecutive rounds starting at $10M.
Pretty damn slow to become a unicorn, but now itās on. š
⢠$100M ARR
⢠15M downloads
⢠40% daily retention
⢠120 team
Fun story: on a 2018 call with Connor (while overseas and on the toilet) I upped my investment three times- kept realizing I needed to own more.
They were talking AI and machine learning long before it was trendy.
process automation engineer @dsqtech. founding partner of @overlookedvc .optimist. šŗšø God First. adding to the frequency. Founder @lightthefirevc
COO & Co-founder making $$$ online. š¤ Trust AI, not people - no sleep, just pure 24/7 problem solving. I can sell ANYTHING. I own crypto, believe in $KAS
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lightning really can strike twice in one day.\n\nFrom the 175-company YC class in March 2019, I made just two personal investments, both on the same day- founded by visionary male/female co-founders: Kalshi and Deel.\n\nSix years later, Deel is a decacorn valued at $17.3 billion, and Kalshi would be a decacorn too if they raised today.\n\n@Kalshi (@mansourtarek_ & @luanalopeslara ) and @deel (@Bouazizalex & @shuoshuooshuooo ) were both pre-launch when I invested at $10 million post for Kalshi and $15 million post for Deel.\n\nThe reasons you back a founder can sometimes be unusual, but when you recognize a familiar pattern, itās best not to overthink it.\n\nš„ Hereās @mansourtarek_ recounting why I wanted to take Kalshiās entire seed note and why I decided to invest so quickly. The answer might surprise you: @mansourtarek_ @luanalopeslara @Kalshi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","quoted_status_id_str":"1978809723727012176","quoted_status_permalink":{"url":"https://t.co/g2a0G5PuWP","expanded":"https://twitter.com/Bouazizalex/status/1978809723727012176","display":"x.com/Bouazizalex/stā¦"},"retweeted":false,"fact_check":null,"id":"1978840862781329564","view_count":196140,"bookmark_count":148,"created_at":1760627401000,"favorite_count":470,"quote_count":5,"reply_count":31,"retweet_count":29,"user_id_str":"1110068617","conversation_id_str":"1978840862781329564","full_text":"I first invested in Deel before it launched, back in 2019 in a pre-seed note⦠I tried to buy as much as I could. Alex graciously capped me at just under 2%, but promised to buy me a beach house in Israel if Deel worked out the way we hoped. Fair to say, you and Shuo have exceeded expectations and that Iām looking forward to being your part time neighbor soon enough! šš","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,278],"entities":{"hashtags":[],"media":[{"display_url":"pic.x.com/Quz05fzxDv","expanded_url":"https://x.com/Justin_Mateen/status/1990137534685614460/photo/1","id_str":"1990137530717728768","indices":[279,302],"media_key":"3_1990137530717728768","media_url_https":"https://pbs.twimg.com/media/G55jijyacAAqFhH.jpg","type":"photo","url":"https://t.co/Quz05fzxDv","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1152,"w":2048,"resize":"fit"},"medium":{"h":675,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1152,"width":2048,"focus_rects":[{"x":0,"y":5,"w":2048,"h":1147},{"x":0,"y":0,"w":1152,"h":1152},{"x":0,"y":0,"w":1011,"h":1152},{"x":70,"y":0,"w":576,"h":1152},{"x":0,"y":0,"w":2048,"h":1152}]},"media_results":{"result":{"media_key":"3_1990137530717728768"}}}],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[172,179]},{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[172,179]}]},"extended_entities":{"media":[{"display_url":"pic.x.com/Quz05fzxDv","expanded_url":"https://x.com/Justin_Mateen/status/1990137534685614460/photo/1","id_str":"1990137530717728768","indices":[279,302],"media_key":"3_1990137530717728768","media_url_https":"https://pbs.twimg.com/media/G55jijyacAAqFhH.jpg","type":"photo","url":"https://t.co/Quz05fzxDv","ext_media_availability":{"status":"Available"},"features":{"large":{"faces":[]},"medium":{"faces":[]},"small":{"faces":[]},"orig":{"faces":[]}},"sizes":{"large":{"h":1152,"w":2048,"resize":"fit"},"medium":{"h":675,"w":1200,"resize":"fit"},"small":{"h":383,"w":680,"resize":"fit"},"thumb":{"h":150,"w":150,"resize":"crop"}},"original_info":{"height":1152,"width":2048,"focus_rects":[{"x":0,"y":5,"w":2048,"h":1147},{"x":0,"y":0,"w":1152,"h":1152},{"x":0,"y":0,"w":1011,"h":1152},{"x":70,"y":0,"w":576,"h":1152},{"x":0,"y":0,"w":2048,"h":1152}]},"media_results":{"result":{"media_key":"3_1990137530717728768"}}}]},"favorited":false,"lang":"en","possibly_sensitive":false,"possibly_sensitive_editable":true,"retweeted":false,"fact_check":null,"id":"1990137534685614460","view_count":28387,"bookmark_count":71,"created_at":1763320737000,"favorite_count":185,"quote_count":2,"reply_count":18,"retweet_count":17,"user_id_str":"1110068617","conversation_id_str":"1990137534685614460","full_text":"Whop just crossed $2B in GTV and $142 mil in ARR. Gen Z doesnāt want traditional jobs. Whop is becoming the backbone for how they earn.\n\nIām slightly biased⦠I invested in @WhopIO at a $3M valuation in 2021 and remain the largest shareholder outside the founders. Even from that seat, I still donāt fully understand how Gen Z makes a living.\n\nMost investors are asleep. Theyāll notice when ARR goes from $142M toward $1B within 18 months.\n\nThe CEO Steven is one of the most naturally talented leaders of his age group. A world class engineer with unusual range, speed, and instinct. He has the kind of raw, unstructured talent you canāt manufacture: randomly insane piano skills but no Ivy League polish.\n\nWhop is a hidden gem⦠a generational company built by generational founders.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,276],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2468400660","name":"Alex Bouaziz","screen_name":"Bouazizalex","indices":[334,346]},{"id_str":"3291778107","name":"Hugo Finkelstein","screen_name":"hugfink","indices":[595,603]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988970114545512737","quoted_status_permalink":{"url":"https://t.co/izUXiDgUA8","expanded":"https://twitter.com/rise_pay/status/1988970114545512737","display":"x.com/rise_pay/statuā¦"},"retweeted":false,"fact_check":null,"id":"1989029081372062058","view_count":44154,"bookmark_count":49,"created_at":1763056462000,"favorite_count":123,"quote_count":2,"reply_count":10,"retweet_count":13,"user_id_str":"1110068617","conversation_id_str":"1989029081372062058","full_text":"Story Time: \n\nDeel was an incredible investment - but also a massive fumble.\nMonths after investing, I passed on the Series A at 4Ć my entry price.\nThe math is ugly: Series A was at $60M post⦠and today Deel is worth $17.3B.\n\nThe next year I met the founder of Rise. It wasnāt through my usual channels, I hesitated, and checked with @Bouazizalex to confirm it was ok. I invested in Rise at a $3M valuation. Basically a crypto focused Deel.\n\nIn October Rise hit: \n⢠$11.5M ARR\n⢠83% margins\n⢠25% growth from Sep\n\nStarted slow, but on this trajectory, theyāre ~18 months from unicorn territory\n\n@hugfink congrats on hitting $1 billion in total payroll volume. Determination pays off. 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Stay hungry. Stay paranoid. 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Generational founder šš¼","in_reply_to_user_id_str":"2468400660","in_reply_to_status_id_str":"1982843705993437579","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,35],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1362103982089531392","name":"Tarek Mansour","screen_name":"mansourtarek_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"mansourtarek_","lang":"en","retweeted":false,"fact_check":null,"id":"1982829027837857827","view_count":986,"bookmark_count":1,"created_at":1761578254000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@mansourtarek_ Generational founder","in_reply_to_user_id_str":"1362103982089531392","in_reply_to_status_id_str":"1982828408586592610","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,26],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18812102","name":"Kjerstin Erickson (KJ)","screen_name":"Kjer","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Kjer","lang":"en","retweeted":false,"fact_check":null,"id":"1982911892554481720","view_count":108,"bookmark_count":0,"created_at":1761598010000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@Kjer Always grateful š šŖš¼","in_reply_to_user_id_str":"18812102","in_reply_to_status_id_str":"1982868396212662784","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1855908941663977472","name":"Miten Solanki","screen_name":"MitenSolanki24","indices":[0,15]},{"id_str":"1362103982089531392","name":"Tarek Mansour","screen_name":"mansourtarek_","indices":[117,131]},{"id_str":"1071484733543079936","name":"Kalshi","screen_name":"Kalshi","indices":[166,173]}]},"favorited":false,"in_reply_to_screen_name":"MitenSolanki24","lang":"en","retweeted":false,"fact_check":null,"id":"1982935714791862657","view_count":19,"bookmark_count":0,"created_at":1761603690000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@MitenSolanki24 Donāt be tainted by past failures or perceived structural walls that donāt exist. Thatās why I liked @mansourtarek_ naivety as it relates to building @Kalshi","in_reply_to_user_id_str":"1855908941663977472","in_reply_to_status_id_str":"1982824407903961488","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":0,"startTime":1761609600000,"endTime":1761696000000,"tweets":[]},{"label":"2025-10-30","value":16,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983554770888700194","view_count":6581,"bookmark_count":15,"created_at":1761751284000,"favorite_count":79,"quote_count":1,"reply_count":16,"retweet_count":4,"user_id_str":"1110068617","conversation_id_str":"1983554770888700194","full_text":"The most important advice I give my favorite founders when things are going well:\n\nāThe moment you think youāve won⦠is the moment you start to lose.ā\n\nI say this a lot because itās true. Stay hungry. Stay paranoid. Stay grateful. šš\n\nWhen you have no competitor, compete against yourself.\n\nThatās how good companies become generational ones.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[]},{"label":"2025-11-01","value":1,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[25,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1968485572009476096","name":"Guilherme Rodrigues","screen_name":"vibegui_","indices":[0,9]},{"id_str":"1247342918039482369","name":"Victor Cioffi š§š·","screen_name":"cioffi_victor","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"vibegui_","lang":"en","retweeted":false,"fact_check":null,"id":"1984267062366314850","view_count":120,"bookmark_count":1,"created_at":1761921108000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"1110068617","conversation_id_str":"1983993774746509453","full_text":"@vibegui_ @cioffi_victor They all built US based companies and do not live in Brazil. I know all but one of them- they love Brazil, but you donāt pay taxes to countries you donāt live or operate in. Both countries and US states should focus on policy and opportunity to retain their top talent.","in_reply_to_user_id_str":"1968485572009476096","in_reply_to_status_id_str":"1984203376633192813","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[]},{"label":"2025-11-03","value":0,"startTime":1762041600000,"endTime":1762128000000,"tweets":[]},{"label":"2025-11-04","value":0,"startTime":1762128000000,"endTime":1762214400000,"tweets":[]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[]},{"label":"2025-11-06","value":2,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[1029,1036]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986112087429685588","view_count":3183,"bookmark_count":5,"created_at":1762360996000,"favorite_count":38,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1110068617","conversation_id_str":"1986112087429685588","full_text":"My wife moved here from the U.K. years ago, and yesterday, the same day a self-described socialist became mayor of the financial capital of the world- she finally became an American.\n\nIn that room of new citizens, you could feel pure hope⦠the belief that you can build something from nothing. Thatās the American Dream.\n\nA promise of handouts may sound compassionate, but it quietly trades ambition for dependence, and thatās how great nations decline.\n\nOf course the majority will vote for someone promising things for free, but that illusion always ends up costing opportunity, ambition, and freedom.\n\nWhat moves society forward are the builders⦠those who take responsibility, take risks, and create opportunities that lift others.\n\nAmerica became the worldās beacon because it rewarded that spirit- the courage to dream, to innovate, and to build a better life.\n\nWe need to protect that mindset. Educate better. Think longer-term. Inspire the next generation to build, not depend.\n\nYou can see that spirit in companies like @WhopIO (ironically based in NYC, but likely not for long) giving a new generation the platform and confidence to build their own future.\n\nTeach young people the power of equity, not just in markets, but in their own lives. Encourage saving, investing, and home ownership. Celebrate those who build slowly, brick by brick, creating generational stability.\n\nThe American Dream isnāt dead, but it needs defending. And itās worth defending. šŗšøš","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":16,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986461744831898027","view_count":9561,"bookmark_count":20,"created_at":1762444361000,"favorite_count":67,"quote_count":0,"reply_count":11,"retweet_count":6,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"People often ask about my public positions.\n\nMy three largest today (and likely for many more years) are AppLovin, Meta, and Tesla. (Iāll share the Tesla thesis separately.)\n\nBack in 2022, when I began building the AppLovin and Meta positions through stock and LEAPS, it wasnāt smooth. I started buying AppLovin around $30 and Meta after it broke $150- and for a while, I was getting crushed.\n\nAt the bottom, I bought so aggressively that they became my largest holdings.\n\nThey were misunderstood in that moment⦠but also obvious. It almost felt like the market was giving them away. Once you added back cash and stripped out Reality Labs losses for Meta, both were effectively trading at ~5.5Ć the EBITDA I expected over the next 12 months.\n\nWhat surprised me was how many hedge fund friends disagreed- very smart ones, too. For a moment it even made me question myself.\n\nFast forward to today:\n\nAppLovin has delivered one of the most extraordinary runs Iāve ever seen⦠nearly a 70Ć move from the lows, backed by real earnings:\n⢠~$236M enterprise value per employee (#1 globally)\n⢠~$4.0ā$4.8M profit per employee (#1 globally)\n\nMeta now trades at:\n⢠~$23ā$24M enterprise value per employee (#4 globally)\n⢠~$1.0ā$1.1M profit per employee (#3 globally)\n\nAnd with AI-driven efficiencies, Meta could operate with far fewer people, which would push it toward the #2 spot.\n\nThese efficiency metrics matter, and I believe both companies will remain elite performers on them for many years.\n\nIn public markets, the most misunderstood moments often create the most generational outcomes.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1265037073","name":"Robinhood","screen_name":"RobinhoodApp","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"RobinhoodApp","lang":"en","retweeted":false,"fact_check":null,"id":"1986253928686886930","view_count":6232,"bookmark_count":1,"created_at":1762394814000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986227031483232525","full_text":"@RobinhoodApp Is there a max number of shares I can transfer? Do you provide a 2% bonus on in the money LEAPS?","in_reply_to_user_id_str":"1265037073","in_reply_to_status_id_str":"1986227031483232525","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[0,10]},{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[11,21]}]},"favorited":false,"in_reply_to_screen_name":"vladtenev","lang":"en","retweeted":false,"fact_check":null,"id":"1986261224175411279","view_count":1436,"bookmark_count":1,"created_at":1762396553000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986253067617255660","full_text":"@vladtenev @vladtenev love this move. Is there truly no max value for this and can you honor the 2% on LEAPS?","in_reply_to_user_id_str":"605700792","in_reply_to_status_id_str":"1986253067617255660","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1257667158","name":"Chip Roy","screen_name":"chiproytx","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1986317021282472138","view_count":441,"bookmark_count":1,"created_at":1762409856000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986281828286693762","full_text":"@elonmusk @chiproytx Nothing more. Let the private sector innovate- the DMV would turn The Boring Company into The Delayed Forever Company","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986315200405131460","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"in_reply_to_screen_name":"Justin_Mateen","lang":"en","retweeted":false,"fact_check":null,"id":"1986517166691393933","view_count":505,"bookmark_count":2,"created_at":1762457574000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"To those asking if Applovin still has room to run:\n\nMore room than people assume after a nearly 7,000% move. \n\nThey keep launching new verticals and consistently beat/raise. If you model the next 12 months of EBITDA, itās still not expensive- especially if they keep executing at this pace (which I believe they can).","in_reply_to_user_id_str":"1110068617","in_reply_to_status_id_str":"1986461744831898027","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"194694215","name":"delian","screen_name":"zebulgar","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"zebulgar","lang":"en","retweeted":false,"fact_check":null,"id":"1986472046189244855","view_count":263,"bookmark_count":1,"created_at":1762446817000,"favorite_count":6,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@zebulgar Means a lot coming from the space factory king š. Excited for the Varda seed return too š","in_reply_to_user_id_str":"194694215","in_reply_to_status_id_str":"1986469570568400974","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"347109900","name":"Fethi Sabancı KamıÅlı","screen_name":"fethikamisli","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"fethikamisli","lang":"en","retweeted":false,"fact_check":null,"id":"1986524856377307328","view_count":169,"bookmark_count":1,"created_at":1762459408000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@fethikamisli Sometimes you gotta get cooked a little so you can enjoy the meal!!","in_reply_to_user_id_str":"347109900","in_reply_to_status_id_str":"1986522147666141480","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"286469676","name":"š¦ Lakers Vino","screen_name":"VinoUncorked","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"VinoUncorked","lang":"en","retweeted":false,"fact_check":null,"id":"1986481785639973372","view_count":318,"bookmark_count":1,"created_at":1762449139000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@VinoUncorked Adam Foroughi runs Applovin- founder and next level operator. Iāve always leaned toward founder-led companies","in_reply_to_user_id_str":"286469676","in_reply_to_status_id_str":"1986476600230330835","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,92],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"221265116","name":"TJ Nahigian","screen_name":"tjnahigian","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tjnahigian","lang":"en","retweeted":false,"fact_check":null,"id":"1986473957323907262","view_count":175,"bookmark_count":1,"created_at":1762447272000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@tjnahigian Same. Got crushed on Alibaba LEAPS as well⦠until they finally worked perfectly!","in_reply_to_user_id_str":"221265116","in_reply_to_status_id_str":"1986472589573902812","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,82],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"96512137","name":"Pooya Kazerouni","screen_name":"kpooya","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"kpooya","lang":"en","retweeted":false,"fact_check":null,"id":"1986484737914089975","view_count":86,"bookmark_count":1,"created_at":1762449843000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@kpooya Iām sure many are regretting that now⦠he heard a lot of NOs along the way","in_reply_to_user_id_str":"96512137","in_reply_to_status_id_str":"1986474981321286088","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":0,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[15,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1584833889952043009","name":"The Millennial Guy","screen_name":"MillennialGuy","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MillennialGuy","lang":"en","retweeted":false,"fact_check":null,"id":"1986812760504860708","view_count":19,"bookmark_count":1,"created_at":1762528049000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@MillennialGuy Absolutely. 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Stay grateful. šš\n\nWhen you have no competitor, compete against yourself.\n\nThatās how good companies become generational ones.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[]},{"label":"2025-11-01","value":1,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[25,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1968485572009476096","name":"Guilherme Rodrigues","screen_name":"vibegui_","indices":[0,9]},{"id_str":"1247342918039482369","name":"Victor Cioffi š§š·","screen_name":"cioffi_victor","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"vibegui_","lang":"en","retweeted":false,"fact_check":null,"id":"1984267062366314850","view_count":120,"bookmark_count":1,"created_at":1761921108000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"1110068617","conversation_id_str":"1983993774746509453","full_text":"@vibegui_ @cioffi_victor They all built US based companies and do not live in Brazil. I know all but one of them- they love Brazil, but you donāt pay taxes to countries you donāt live or operate in. Both countries and US states should focus on policy and opportunity to retain their top talent.","in_reply_to_user_id_str":"1968485572009476096","in_reply_to_status_id_str":"1984203376633192813","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[]},{"label":"2025-11-03","value":0,"startTime":1762041600000,"endTime":1762128000000,"tweets":[]},{"label":"2025-11-04","value":0,"startTime":1762128000000,"endTime":1762214400000,"tweets":[]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[]},{"label":"2025-11-06","value":5,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[1029,1036]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986112087429685588","view_count":3183,"bookmark_count":5,"created_at":1762360996000,"favorite_count":38,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1110068617","conversation_id_str":"1986112087429685588","full_text":"My wife moved here from the U.K. years ago, and yesterday, the same day a self-described socialist became mayor of the financial capital of the world- she finally became an American.\n\nIn that room of new citizens, you could feel pure hope⦠the belief that you can build something from nothing. Thatās the American Dream.\n\nA promise of handouts may sound compassionate, but it quietly trades ambition for dependence, and thatās how great nations decline.\n\nOf course the majority will vote for someone promising things for free, but that illusion always ends up costing opportunity, ambition, and freedom.\n\nWhat moves society forward are the builders⦠those who take responsibility, take risks, and create opportunities that lift others.\n\nAmerica became the worldās beacon because it rewarded that spirit- the courage to dream, to innovate, and to build a better life.\n\nWe need to protect that mindset. Educate better. Think longer-term. Inspire the next generation to build, not depend.\n\nYou can see that spirit in companies like @WhopIO (ironically based in NYC, but likely not for long) giving a new generation the platform and confidence to build their own future.\n\nTeach young people the power of equity, not just in markets, but in their own lives. Encourage saving, investing, and home ownership. Celebrate those who build slowly, brick by brick, creating generational stability.\n\nThe American Dream isnāt dead, but it needs defending. And itās worth defending. šŗšøš","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":30,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986461744831898027","view_count":9561,"bookmark_count":20,"created_at":1762444361000,"favorite_count":67,"quote_count":0,"reply_count":11,"retweet_count":6,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"People often ask about my public positions.\n\nMy three largest today (and likely for many more years) are AppLovin, Meta, and Tesla. (Iāll share the Tesla thesis separately.)\n\nBack in 2022, when I began building the AppLovin and Meta positions through stock and LEAPS, it wasnāt smooth. I started buying AppLovin around $30 and Meta after it broke $150- and for a while, I was getting crushed.\n\nAt the bottom, I bought so aggressively that they became my largest holdings.\n\nThey were misunderstood in that moment⦠but also obvious. It almost felt like the market was giving them away. Once you added back cash and stripped out Reality Labs losses for Meta, both were effectively trading at ~5.5Ć the EBITDA I expected over the next 12 months.\n\nWhat surprised me was how many hedge fund friends disagreed- very smart ones, too. For a moment it even made me question myself.\n\nFast forward to today:\n\nAppLovin has delivered one of the most extraordinary runs Iāve ever seen⦠nearly a 70Ć move from the lows, backed by real earnings:\n⢠~$236M enterprise value per employee (#1 globally)\n⢠~$4.0ā$4.8M profit per employee (#1 globally)\n\nMeta now trades at:\n⢠~$23ā$24M enterprise value per employee (#4 globally)\n⢠~$1.0ā$1.1M profit per employee (#3 globally)\n\nAnd with AI-driven efficiencies, Meta could operate with far fewer people, which would push it toward the #2 spot.\n\nThese efficiency metrics matter, and I believe both companies will remain elite performers on them for many years.\n\nIn public markets, the most misunderstood moments often create the most generational outcomes.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1265037073","name":"Robinhood","screen_name":"RobinhoodApp","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"RobinhoodApp","lang":"en","retweeted":false,"fact_check":null,"id":"1986253928686886930","view_count":6232,"bookmark_count":1,"created_at":1762394814000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986227031483232525","full_text":"@RobinhoodApp Is there a max number of shares I can transfer? Do you provide a 2% bonus on in the money LEAPS?","in_reply_to_user_id_str":"1265037073","in_reply_to_status_id_str":"1986227031483232525","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[0,10]},{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[11,21]}]},"favorited":false,"in_reply_to_screen_name":"vladtenev","lang":"en","retweeted":false,"fact_check":null,"id":"1986261224175411279","view_count":1436,"bookmark_count":1,"created_at":1762396553000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986253067617255660","full_text":"@vladtenev @vladtenev love this move. Is there truly no max value for this and can you honor the 2% on LEAPS?","in_reply_to_user_id_str":"605700792","in_reply_to_status_id_str":"1986253067617255660","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1257667158","name":"Chip Roy","screen_name":"chiproytx","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1986317021282472138","view_count":441,"bookmark_count":1,"created_at":1762409856000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986281828286693762","full_text":"@elonmusk @chiproytx Nothing more. Let the private sector innovate- the DMV would turn The Boring Company into The Delayed Forever Company","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986315200405131460","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"in_reply_to_screen_name":"Justin_Mateen","lang":"en","retweeted":false,"fact_check":null,"id":"1986517166691393933","view_count":505,"bookmark_count":2,"created_at":1762457574000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"To those asking if Applovin still has room to run:\n\nMore room than people assume after a nearly 7,000% move. \n\nThey keep launching new verticals and consistently beat/raise. If you model the next 12 months of EBITDA, itās still not expensive- especially if they keep executing at this pace (which I believe they can).","in_reply_to_user_id_str":"1110068617","in_reply_to_status_id_str":"1986461744831898027","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"194694215","name":"delian","screen_name":"zebulgar","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"zebulgar","lang":"en","retweeted":false,"fact_check":null,"id":"1986472046189244855","view_count":263,"bookmark_count":1,"created_at":1762446817000,"favorite_count":6,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@zebulgar Means a lot coming from the space factory king š. Excited for the Varda seed return too š","in_reply_to_user_id_str":"194694215","in_reply_to_status_id_str":"1986469570568400974","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"347109900","name":"Fethi Sabancı KamıÅlı","screen_name":"fethikamisli","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"fethikamisli","lang":"en","retweeted":false,"fact_check":null,"id":"1986524856377307328","view_count":169,"bookmark_count":1,"created_at":1762459408000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@fethikamisli Sometimes you gotta get cooked a little so you can enjoy the meal!!","in_reply_to_user_id_str":"347109900","in_reply_to_status_id_str":"1986522147666141480","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"286469676","name":"š¦ Lakers Vino","screen_name":"VinoUncorked","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"VinoUncorked","lang":"en","retweeted":false,"fact_check":null,"id":"1986481785639973372","view_count":318,"bookmark_count":1,"created_at":1762449139000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@VinoUncorked Adam Foroughi runs Applovin- founder and next level operator. Iāve always leaned toward founder-led companies","in_reply_to_user_id_str":"286469676","in_reply_to_status_id_str":"1986476600230330835","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,92],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"221265116","name":"TJ Nahigian","screen_name":"tjnahigian","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tjnahigian","lang":"en","retweeted":false,"fact_check":null,"id":"1986473957323907262","view_count":175,"bookmark_count":1,"created_at":1762447272000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@tjnahigian Same. Got crushed on Alibaba LEAPS as well⦠until they finally worked perfectly!","in_reply_to_user_id_str":"221265116","in_reply_to_status_id_str":"1986472589573902812","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,82],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"96512137","name":"Pooya Kazerouni","screen_name":"kpooya","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"kpooya","lang":"en","retweeted":false,"fact_check":null,"id":"1986484737914089975","view_count":86,"bookmark_count":1,"created_at":1762449843000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@kpooya Iām sure many are regretting that now⦠he heard a lot of NOs along the way","in_reply_to_user_id_str":"96512137","in_reply_to_status_id_str":"1986474981321286088","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":2,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[15,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1584833889952043009","name":"The Millennial Guy","screen_name":"MillennialGuy","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MillennialGuy","lang":"en","retweeted":false,"fact_check":null,"id":"1986812760504860708","view_count":19,"bookmark_count":1,"created_at":1762528049000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@MillennialGuy Absolutely. Founder led companies have outperformed the S&P by approximately 3x over the last 10 years⦠they move faster and often figure out a way to win","in_reply_to_user_id_str":"1584833889952043009","in_reply_to_status_id_str":"1986734086530965843","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1500892159305785349","name":"Crypto Daddy Ö","screen_name":"cryptodaaddy","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"cryptodaaddy","lang":"en","retweeted":false,"fact_check":null,"id":"1986811869970268241","view_count":11,"bookmark_count":1,"created_at":1762527837000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@cryptodaaddy Founder led companies have outperformed the S&P by ~3x over the last decade","in_reply_to_user_id_str":"1500892159305785349","in_reply_to_status_id_str":"1986777032353538412","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[]},{"label":"2025-11-12","value":1,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[26,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2434351132","name":"Victor Cardenas Codriansky","screen_name":"victorcardenas","indices":[0,15]},{"id_str":"1299456895560740864","name":"Slash","screen_name":"slashapp","indices":[16,25]}]},"favorited":false,"in_reply_to_screen_name":"victorcardenas","lang":"en","retweeted":false,"fact_check":null,"id":"1988391757567140235","view_count":666,"bookmark_count":1,"created_at":1762904512000,"favorite_count":7,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1988388785927975064","full_text":"@victorcardenas @slashapp āShow me the money!ā As your first investor, I know the numbers those bars represent are even more impressive :)","in_reply_to_user_id_str":"2434351132","in_reply_to_status_id_str":"1988388785927975064","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":79,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,88],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299456895560740864","name":"Slash","screen_name":"slashapp","indices":[79,88]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988388785927975064","quoted_status_permalink":{"url":"https://t.co/MO3nyTjGPW","expanded":"https://twitter.com/victorcardenas/status/1988388785927975064","display":"x.com/victorcardenasā¦"},"retweeted":false,"fact_check":null,"id":"1988397164339556736","view_count":14216,"bookmark_count":28,"created_at":1762905801000,"favorite_count":48,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1988397164339556736","full_text":"This is what quietly scaling to $150 million ARR looks like. Impressive growth 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lightning really can strike twice in one day.\n\nFrom the 175-company YC class in March 2019, I made just two personal investments, both on the same day- founded by visionary male/female co-founders: Kalshi and Deel.\n\nSix years later, Deel is a decacorn valued at $17.3 billion, and Kalshi would be a decacorn too if they raised today.\n\n@Kalshi (@mansourtarek_ & @luanalopeslara ) and @deel (@Bouazizalex & @shuoshuooshuooo ) were both pre-launch when I invested at $10 million post for Kalshi and $15 million post for Deel.\n\nThe reasons you back a founder can sometimes be unusual, but when you recognize a familiar pattern, itās best not to overthink it.\n\nš„ Hereās @mansourtarek_ recounting why I wanted to take Kalshiās entire seed note and why I decided to invest so quickly. The answer might surprise you: @mansourtarek_ @luanalopeslara @Kalshi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,60],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1341287326467538945","name":"John Wang","screen_name":"j0hnwang","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"j0hnwang","lang":"en","retweeted":false,"fact_check":null,"id":"1982710481430437975","view_count":1353,"bookmark_count":1,"created_at":1761549990000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@j0hnwang The lore has been under wraps!! Always grateful šš","in_reply_to_user_id_str":"1341287326467538945","in_reply_to_status_id_str":"1982707820740133235","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1810292987689381889","name":"Sujith P","screen_name":"Sujith_09","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Sujith_09","lang":"en","retweeted":false,"fact_check":null,"id":"1982816916847853963","view_count":1196,"bookmark_count":5,"created_at":1761575366000,"favorite_count":17,"quote_count":1,"reply_count":2,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"Quite a few. 19 companies have gone on to become unicorns and I believe at least 6 of my seed investments will be decacorns by 2028 with the possibility of $100 billion or more for several by 2030. I will slowly start sharing stories and learnings about my favorite ones. A few that I am excited about right now that you may not know: Whop, Speak, Curative Health, Last Energy and so many more!","in_reply_to_user_id_str":"1810292987689381889","in_reply_to_status_id_str":"1982813562952089718","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1855908941663977472","name":"Miten Solanki","screen_name":"MitenSolanki24","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MitenSolanki24","lang":"en","retweeted":false,"fact_check":null,"id":"1982813517716816024","view_count":643,"bookmark_count":3,"created_at":1761574556000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"Conviction. Generational companies are built on first-principles thinking. Kalshiās founders knew the law was on their side⦠they just had to prove it.\n\nI only gave them a 25% chance of pulling it off, but even then, the investment made sense.\n\nIt also didnāt hurt that Kalshi was the kind of company Iād want to build if I were starting something new.","in_reply_to_user_id_str":"1855908941663977472","in_reply_to_status_id_str":"1982741923409616914","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2468400660","name":"Alex Bouaziz","screen_name":"Bouazizalex","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Bouazizalex","lang":"en","retweeted":false,"fact_check":null,"id":"1982854585212612921","view_count":4891,"bookmark_count":1,"created_at":1761584347000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982843705993437579","full_text":"@Bouazizalex From day one you had a gift for getting people to help you, always in the most endearing way. Generational founder šš¼","in_reply_to_user_id_str":"2468400660","in_reply_to_status_id_str":"1982843705993437579","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,35],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1362103982089531392","name":"Tarek Mansour","screen_name":"mansourtarek_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"mansourtarek_","lang":"en","retweeted":false,"fact_check":null,"id":"1982829027837857827","view_count":986,"bookmark_count":1,"created_at":1761578254000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@mansourtarek_ Generational founder","in_reply_to_user_id_str":"1362103982089531392","in_reply_to_status_id_str":"1982828408586592610","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,26],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18812102","name":"Kjerstin Erickson (KJ)","screen_name":"Kjer","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Kjer","lang":"en","retweeted":false,"fact_check":null,"id":"1982911892554481720","view_count":108,"bookmark_count":0,"created_at":1761598010000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@Kjer Always grateful š šŖš¼","in_reply_to_user_id_str":"18812102","in_reply_to_status_id_str":"1982868396212662784","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1855908941663977472","name":"Miten Solanki","screen_name":"MitenSolanki24","indices":[0,15]},{"id_str":"1362103982089531392","name":"Tarek Mansour","screen_name":"mansourtarek_","indices":[117,131]},{"id_str":"1071484733543079936","name":"Kalshi","screen_name":"Kalshi","indices":[166,173]}]},"favorited":false,"in_reply_to_screen_name":"MitenSolanki24","lang":"en","retweeted":false,"fact_check":null,"id":"1982935714791862657","view_count":19,"bookmark_count":0,"created_at":1761603690000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@MitenSolanki24 Donāt be tainted by past failures or perceived structural walls that donāt exist. Thatās why I liked @mansourtarek_ naivety as it relates to building @Kalshi","in_reply_to_user_id_str":"1855908941663977472","in_reply_to_status_id_str":"1982824407903961488","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":0,"startTime":1761609600000,"endTime":1761696000000,"tweets":[]},{"label":"2025-10-30","value":4,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983554770888700194","view_count":6581,"bookmark_count":15,"created_at":1761751284000,"favorite_count":79,"quote_count":1,"reply_count":16,"retweet_count":4,"user_id_str":"1110068617","conversation_id_str":"1983554770888700194","full_text":"The most important advice I give my favorite founders when things are going well:\n\nāThe moment you think youāve won⦠is the moment you start to lose.ā\n\nI say this a lot because itās true. Stay hungry. Stay paranoid. Stay grateful. šš\n\nWhen you have no competitor, compete against yourself.\n\nThatās how good companies become generational ones.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[]},{"label":"2025-11-01","value":2,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[25,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1968485572009476096","name":"Guilherme Rodrigues","screen_name":"vibegui_","indices":[0,9]},{"id_str":"1247342918039482369","name":"Victor Cioffi š§š·","screen_name":"cioffi_victor","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"vibegui_","lang":"en","retweeted":false,"fact_check":null,"id":"1984267062366314850","view_count":120,"bookmark_count":1,"created_at":1761921108000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"1110068617","conversation_id_str":"1983993774746509453","full_text":"@vibegui_ @cioffi_victor They all built US based companies and do not live in Brazil. I know all but one of them- they love Brazil, but you donāt pay taxes to countries you donāt live or operate in. Both countries and US states should focus on policy and opportunity to retain their top talent.","in_reply_to_user_id_str":"1968485572009476096","in_reply_to_status_id_str":"1984203376633192813","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[]},{"label":"2025-11-03","value":0,"startTime":1762041600000,"endTime":1762128000000,"tweets":[]},{"label":"2025-11-04","value":0,"startTime":1762128000000,"endTime":1762214400000,"tweets":[]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[]},{"label":"2025-11-06","value":1,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[1029,1036]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986112087429685588","view_count":3183,"bookmark_count":5,"created_at":1762360996000,"favorite_count":38,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1110068617","conversation_id_str":"1986112087429685588","full_text":"My wife moved here from the U.K. years ago, and yesterday, the same day a self-described socialist became mayor of the financial capital of the world- she finally became an American.\n\nIn that room of new citizens, you could feel pure hope⦠the belief that you can build something from nothing. Thatās the American Dream.\n\nA promise of handouts may sound compassionate, but it quietly trades ambition for dependence, and thatās how great nations decline.\n\nOf course the majority will vote for someone promising things for free, but that illusion always ends up costing opportunity, ambition, and freedom.\n\nWhat moves society forward are the builders⦠those who take responsibility, take risks, and create opportunities that lift others.\n\nAmerica became the worldās beacon because it rewarded that spirit- the courage to dream, to innovate, and to build a better life.\n\nWe need to protect that mindset. Educate better. Think longer-term. Inspire the next generation to build, not depend.\n\nYou can see that spirit in companies like @WhopIO (ironically based in NYC, but likely not for long) giving a new generation the platform and confidence to build their own future.\n\nTeach young people the power of equity, not just in markets, but in their own lives. Encourage saving, investing, and home ownership. Celebrate those who build slowly, brick by brick, creating generational stability.\n\nThe American Dream isnāt dead, but it needs defending. And itās worth defending. šŗšøš","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":6,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986461744831898027","view_count":9561,"bookmark_count":20,"created_at":1762444361000,"favorite_count":67,"quote_count":0,"reply_count":11,"retweet_count":6,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"People often ask about my public positions.\n\nMy three largest today (and likely for many more years) are AppLovin, Meta, and Tesla. (Iāll share the Tesla thesis separately.)\n\nBack in 2022, when I began building the AppLovin and Meta positions through stock and LEAPS, it wasnāt smooth. I started buying AppLovin around $30 and Meta after it broke $150- and for a while, I was getting crushed.\n\nAt the bottom, I bought so aggressively that they became my largest holdings.\n\nThey were misunderstood in that moment⦠but also obvious. It almost felt like the market was giving them away. Once you added back cash and stripped out Reality Labs losses for Meta, both were effectively trading at ~5.5Ć the EBITDA I expected over the next 12 months.\n\nWhat surprised me was how many hedge fund friends disagreed- very smart ones, too. For a moment it even made me question myself.\n\nFast forward to today:\n\nAppLovin has delivered one of the most extraordinary runs Iāve ever seen⦠nearly a 70Ć move from the lows, backed by real earnings:\n⢠~$236M enterprise value per employee (#1 globally)\n⢠~$4.0ā$4.8M profit per employee (#1 globally)\n\nMeta now trades at:\n⢠~$23ā$24M enterprise value per employee (#4 globally)\n⢠~$1.0ā$1.1M profit per employee (#3 globally)\n\nAnd with AI-driven efficiencies, Meta could operate with far fewer people, which would push it toward the #2 spot.\n\nThese efficiency metrics matter, and I believe both companies will remain elite performers on them for many years.\n\nIn public markets, the most misunderstood moments often create the most generational outcomes.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1265037073","name":"Robinhood","screen_name":"RobinhoodApp","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"RobinhoodApp","lang":"en","retweeted":false,"fact_check":null,"id":"1986253928686886930","view_count":6232,"bookmark_count":1,"created_at":1762394814000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986227031483232525","full_text":"@RobinhoodApp Is there a max number of shares I can transfer? Do you provide a 2% bonus on in the money LEAPS?","in_reply_to_user_id_str":"1265037073","in_reply_to_status_id_str":"1986227031483232525","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[0,10]},{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[11,21]}]},"favorited":false,"in_reply_to_screen_name":"vladtenev","lang":"en","retweeted":false,"fact_check":null,"id":"1986261224175411279","view_count":1436,"bookmark_count":1,"created_at":1762396553000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986253067617255660","full_text":"@vladtenev @vladtenev love this move. Is there truly no max value for this and can you honor the 2% on LEAPS?","in_reply_to_user_id_str":"605700792","in_reply_to_status_id_str":"1986253067617255660","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1257667158","name":"Chip Roy","screen_name":"chiproytx","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1986317021282472138","view_count":441,"bookmark_count":1,"created_at":1762409856000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986281828286693762","full_text":"@elonmusk @chiproytx Nothing more. Let the private sector innovate- the DMV would turn The Boring Company into The Delayed Forever Company","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986315200405131460","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"in_reply_to_screen_name":"Justin_Mateen","lang":"en","retweeted":false,"fact_check":null,"id":"1986517166691393933","view_count":505,"bookmark_count":2,"created_at":1762457574000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"To those asking if Applovin still has room to run:\n\nMore room than people assume after a nearly 7,000% move. \n\nThey keep launching new verticals and consistently beat/raise. 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Kalshiās founders knew the law was on their side⦠they just had to prove it.\n\nI only gave them a 25% chance of pulling it off, but even then, the investment made sense.\n\nIt also didnāt hurt that Kalshi was the kind of company Iād want to build if I were starting something new.","in_reply_to_user_id_str":"1855908941663977472","in_reply_to_status_id_str":"1982741923409616914","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2468400660","name":"Alex Bouaziz","screen_name":"Bouazizalex","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Bouazizalex","lang":"en","retweeted":false,"fact_check":null,"id":"1982854585212612921","view_count":4891,"bookmark_count":1,"created_at":1761584347000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982843705993437579","full_text":"@Bouazizalex From day one you had a gift for getting people to help you, always in the most endearing way. 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Thatās why I liked @mansourtarek_ naivety as it relates to building @Kalshi","in_reply_to_user_id_str":"1855908941663977472","in_reply_to_status_id_str":"1982824407903961488","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":0,"startTime":1761609600000,"endTime":1761696000000,"tweets":[]},{"label":"2025-10-30","value":79,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983554770888700194","view_count":6581,"bookmark_count":15,"created_at":1761751284000,"favorite_count":79,"quote_count":1,"reply_count":16,"retweet_count":4,"user_id_str":"1110068617","conversation_id_str":"1983554770888700194","full_text":"The most important advice I give my favorite founders when things are going well:\n\nāThe moment you think youāve won⦠is the moment you start to lose.ā\n\nI say this a lot because itās true. Stay hungry. Stay paranoid. Stay grateful. šš\n\nWhen you have no competitor, compete against yourself.\n\nThatās how good companies become generational ones.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[]},{"label":"2025-11-01","value":3,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[25,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1968485572009476096","name":"Guilherme Rodrigues","screen_name":"vibegui_","indices":[0,9]},{"id_str":"1247342918039482369","name":"Victor Cioffi š§š·","screen_name":"cioffi_victor","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"vibegui_","lang":"en","retweeted":false,"fact_check":null,"id":"1984267062366314850","view_count":120,"bookmark_count":1,"created_at":1761921108000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"1110068617","conversation_id_str":"1983993774746509453","full_text":"@vibegui_ @cioffi_victor They all built US based companies and do not live in Brazil. I know all but one of them- they love Brazil, but you donāt pay taxes to countries you donāt live or operate in. Both countries and US states should focus on policy and opportunity to retain their top talent.","in_reply_to_user_id_str":"1968485572009476096","in_reply_to_status_id_str":"1984203376633192813","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[]},{"label":"2025-11-03","value":0,"startTime":1762041600000,"endTime":1762128000000,"tweets":[]},{"label":"2025-11-04","value":0,"startTime":1762128000000,"endTime":1762214400000,"tweets":[]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[]},{"label":"2025-11-06","value":38,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[1029,1036]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986112087429685588","view_count":3183,"bookmark_count":5,"created_at":1762360996000,"favorite_count":38,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1110068617","conversation_id_str":"1986112087429685588","full_text":"My wife moved here from the U.K. years ago, and yesterday, the same day a self-described socialist became mayor of the financial capital of the world- she finally became an American.\n\nIn that room of new citizens, you could feel pure hope⦠the belief that you can build something from nothing. Thatās the American Dream.\n\nA promise of handouts may sound compassionate, but it quietly trades ambition for dependence, and thatās how great nations decline.\n\nOf course the majority will vote for someone promising things for free, but that illusion always ends up costing opportunity, ambition, and freedom.\n\nWhat moves society forward are the builders⦠those who take responsibility, take risks, and create opportunities that lift others.\n\nAmerica became the worldās beacon because it rewarded that spirit- the courage to dream, to innovate, and to build a better life.\n\nWe need to protect that mindset. Educate better. Think longer-term. Inspire the next generation to build, not depend.\n\nYou can see that spirit in companies like @WhopIO (ironically based in NYC, but likely not for long) giving a new generation the platform and confidence to build their own future.\n\nTeach young people the power of equity, not just in markets, but in their own lives. Encourage saving, investing, and home ownership. Celebrate those who build slowly, brick by brick, creating generational stability.\n\nThe American Dream isnāt dead, but it needs defending. And itās worth defending. šŗšøš","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":98,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986461744831898027","view_count":9561,"bookmark_count":20,"created_at":1762444361000,"favorite_count":67,"quote_count":0,"reply_count":11,"retweet_count":6,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"People often ask about my public positions.\n\nMy three largest today (and likely for many more years) are AppLovin, Meta, and Tesla. (Iāll share the Tesla thesis separately.)\n\nBack in 2022, when I began building the AppLovin and Meta positions through stock and LEAPS, it wasnāt smooth. I started buying AppLovin around $30 and Meta after it broke $150- and for a while, I was getting crushed.\n\nAt the bottom, I bought so aggressively that they became my largest holdings.\n\nThey were misunderstood in that moment⦠but also obvious. It almost felt like the market was giving them away. Once you added back cash and stripped out Reality Labs losses for Meta, both were effectively trading at ~5.5Ć the EBITDA I expected over the next 12 months.\n\nWhat surprised me was how many hedge fund friends disagreed- very smart ones, too. For a moment it even made me question myself.\n\nFast forward to today:\n\nAppLovin has delivered one of the most extraordinary runs Iāve ever seen⦠nearly a 70Ć move from the lows, backed by real earnings:\n⢠~$236M enterprise value per employee (#1 globally)\n⢠~$4.0ā$4.8M profit per employee (#1 globally)\n\nMeta now trades at:\n⢠~$23ā$24M enterprise value per employee (#4 globally)\n⢠~$1.0ā$1.1M profit per employee (#3 globally)\n\nAnd with AI-driven efficiencies, Meta could operate with far fewer people, which would push it toward the #2 spot.\n\nThese efficiency metrics matter, and I believe both companies will remain elite performers on them for many years.\n\nIn public markets, the most misunderstood moments often create the most generational outcomes.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1265037073","name":"Robinhood","screen_name":"RobinhoodApp","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"RobinhoodApp","lang":"en","retweeted":false,"fact_check":null,"id":"1986253928686886930","view_count":6232,"bookmark_count":1,"created_at":1762394814000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986227031483232525","full_text":"@RobinhoodApp Is there a max number of shares I can transfer? Do you provide a 2% bonus on in the money LEAPS?","in_reply_to_user_id_str":"1265037073","in_reply_to_status_id_str":"1986227031483232525","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[0,10]},{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[11,21]}]},"favorited":false,"in_reply_to_screen_name":"vladtenev","lang":"en","retweeted":false,"fact_check":null,"id":"1986261224175411279","view_count":1436,"bookmark_count":1,"created_at":1762396553000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986253067617255660","full_text":"@vladtenev @vladtenev love this move. Is there truly no max value for this and can you honor the 2% on LEAPS?","in_reply_to_user_id_str":"605700792","in_reply_to_status_id_str":"1986253067617255660","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1257667158","name":"Chip Roy","screen_name":"chiproytx","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1986317021282472138","view_count":441,"bookmark_count":1,"created_at":1762409856000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986281828286693762","full_text":"@elonmusk @chiproytx Nothing more. Let the private sector innovate- the DMV would turn The Boring Company into The Delayed Forever Company","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986315200405131460","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"in_reply_to_screen_name":"Justin_Mateen","lang":"en","retweeted":false,"fact_check":null,"id":"1986517166691393933","view_count":505,"bookmark_count":2,"created_at":1762457574000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"To those asking if Applovin still has room to run:\n\nMore room than people assume after a nearly 7,000% move. \n\nThey keep launching new verticals and consistently beat/raise. If you model the next 12 months of EBITDA, itās still not expensive- especially if they keep executing at this pace (which I believe they can).","in_reply_to_user_id_str":"1110068617","in_reply_to_status_id_str":"1986461744831898027","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"194694215","name":"delian","screen_name":"zebulgar","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"zebulgar","lang":"en","retweeted":false,"fact_check":null,"id":"1986472046189244855","view_count":263,"bookmark_count":1,"created_at":1762446817000,"favorite_count":6,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@zebulgar Means a lot coming from the space factory king š. Excited for the Varda seed return too š","in_reply_to_user_id_str":"194694215","in_reply_to_status_id_str":"1986469570568400974","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"347109900","name":"Fethi Sabancı KamıÅlı","screen_name":"fethikamisli","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"fethikamisli","lang":"en","retweeted":false,"fact_check":null,"id":"1986524856377307328","view_count":169,"bookmark_count":1,"created_at":1762459408000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@fethikamisli Sometimes you gotta get cooked a little so you can enjoy the meal!!","in_reply_to_user_id_str":"347109900","in_reply_to_status_id_str":"1986522147666141480","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"286469676","name":"š¦ Lakers Vino","screen_name":"VinoUncorked","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"VinoUncorked","lang":"en","retweeted":false,"fact_check":null,"id":"1986481785639973372","view_count":318,"bookmark_count":1,"created_at":1762449139000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@VinoUncorked Adam Foroughi runs Applovin- founder and next level operator. Iāve always leaned toward founder-led companies","in_reply_to_user_id_str":"286469676","in_reply_to_status_id_str":"1986476600230330835","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,92],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"221265116","name":"TJ Nahigian","screen_name":"tjnahigian","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tjnahigian","lang":"en","retweeted":false,"fact_check":null,"id":"1986473957323907262","view_count":175,"bookmark_count":1,"created_at":1762447272000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@tjnahigian Same. Got crushed on Alibaba LEAPS as well⦠until they finally worked perfectly!","in_reply_to_user_id_str":"221265116","in_reply_to_status_id_str":"1986472589573902812","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,82],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"96512137","name":"Pooya Kazerouni","screen_name":"kpooya","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"kpooya","lang":"en","retweeted":false,"fact_check":null,"id":"1986484737914089975","view_count":86,"bookmark_count":1,"created_at":1762449843000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@kpooya Iām sure many are regretting that now⦠he heard a lot of NOs along the way","in_reply_to_user_id_str":"96512137","in_reply_to_status_id_str":"1986474981321286088","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":1,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[15,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1584833889952043009","name":"The Millennial Guy","screen_name":"MillennialGuy","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MillennialGuy","lang":"en","retweeted":false,"fact_check":null,"id":"1986812760504860708","view_count":19,"bookmark_count":1,"created_at":1762528049000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@MillennialGuy Absolutely. 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Stay grateful. šš\n\nWhen you have no competitor, compete against yourself.\n\nThatās how good companies become generational ones.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[]},{"label":"2025-11-01","value":120,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[25,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1968485572009476096","name":"Guilherme Rodrigues","screen_name":"vibegui_","indices":[0,9]},{"id_str":"1247342918039482369","name":"Victor Cioffi š§š·","screen_name":"cioffi_victor","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"vibegui_","lang":"en","retweeted":false,"fact_check":null,"id":"1984267062366314850","view_count":120,"bookmark_count":1,"created_at":1761921108000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"1110068617","conversation_id_str":"1983993774746509453","full_text":"@vibegui_ @cioffi_victor They all built US based companies and do not live in Brazil. I know all but one of them- they love Brazil, but you donāt pay taxes to countries you donāt live or operate in. Both countries and US states should focus on policy and opportunity to retain their top talent.","in_reply_to_user_id_str":"1968485572009476096","in_reply_to_status_id_str":"1984203376633192813","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[]},{"label":"2025-11-03","value":0,"startTime":1762041600000,"endTime":1762128000000,"tweets":[]},{"label":"2025-11-04","value":0,"startTime":1762128000000,"endTime":1762214400000,"tweets":[]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[]},{"label":"2025-11-06","value":3183,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[1029,1036]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986112087429685588","view_count":3183,"bookmark_count":5,"created_at":1762360996000,"favorite_count":38,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1110068617","conversation_id_str":"1986112087429685588","full_text":"My wife moved here from the U.K. years ago, and yesterday, the same day a self-described socialist became mayor of the financial capital of the world- she finally became an American.\n\nIn that room of new citizens, you could feel pure hope⦠the belief that you can build something from nothing. Thatās the American Dream.\n\nA promise of handouts may sound compassionate, but it quietly trades ambition for dependence, and thatās how great nations decline.\n\nOf course the majority will vote for someone promising things for free, but that illusion always ends up costing opportunity, ambition, and freedom.\n\nWhat moves society forward are the builders⦠those who take responsibility, take risks, and create opportunities that lift others.\n\nAmerica became the worldās beacon because it rewarded that spirit- the courage to dream, to innovate, and to build a better life.\n\nWe need to protect that mindset. Educate better. Think longer-term. Inspire the next generation to build, not depend.\n\nYou can see that spirit in companies like @WhopIO (ironically based in NYC, but likely not for long) giving a new generation the platform and confidence to build their own future.\n\nTeach young people the power of equity, not just in markets, but in their own lives. Encourage saving, investing, and home ownership. Celebrate those who build slowly, brick by brick, creating generational stability.\n\nThe American Dream isnāt dead, but it needs defending. And itās worth defending. šŗšøš","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":19186,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986461744831898027","view_count":9561,"bookmark_count":20,"created_at":1762444361000,"favorite_count":67,"quote_count":0,"reply_count":11,"retweet_count":6,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"People often ask about my public positions.\n\nMy three largest today (and likely for many more years) are AppLovin, Meta, and Tesla. (Iāll share the Tesla thesis separately.)\n\nBack in 2022, when I began building the AppLovin and Meta positions through stock and LEAPS, it wasnāt smooth. I started buying AppLovin around $30 and Meta after it broke $150- and for a while, I was getting crushed.\n\nAt the bottom, I bought so aggressively that they became my largest holdings.\n\nThey were misunderstood in that moment⦠but also obvious. It almost felt like the market was giving them away. Once you added back cash and stripped out Reality Labs losses for Meta, both were effectively trading at ~5.5Ć the EBITDA I expected over the next 12 months.\n\nWhat surprised me was how many hedge fund friends disagreed- very smart ones, too. For a moment it even made me question myself.\n\nFast forward to today:\n\nAppLovin has delivered one of the most extraordinary runs Iāve ever seen⦠nearly a 70Ć move from the lows, backed by real earnings:\n⢠~$236M enterprise value per employee (#1 globally)\n⢠~$4.0ā$4.8M profit per employee (#1 globally)\n\nMeta now trades at:\n⢠~$23ā$24M enterprise value per employee (#4 globally)\n⢠~$1.0ā$1.1M profit per employee (#3 globally)\n\nAnd with AI-driven efficiencies, Meta could operate with far fewer people, which would push it toward the #2 spot.\n\nThese efficiency metrics matter, and I believe both companies will remain elite performers on them for many years.\n\nIn public markets, the most misunderstood moments often create the most generational outcomes.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1265037073","name":"Robinhood","screen_name":"RobinhoodApp","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"RobinhoodApp","lang":"en","retweeted":false,"fact_check":null,"id":"1986253928686886930","view_count":6232,"bookmark_count":1,"created_at":1762394814000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986227031483232525","full_text":"@RobinhoodApp Is there a max number of shares I can transfer? Do you provide a 2% bonus on in the money LEAPS?","in_reply_to_user_id_str":"1265037073","in_reply_to_status_id_str":"1986227031483232525","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[0,10]},{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[11,21]}]},"favorited":false,"in_reply_to_screen_name":"vladtenev","lang":"en","retweeted":false,"fact_check":null,"id":"1986261224175411279","view_count":1436,"bookmark_count":1,"created_at":1762396553000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986253067617255660","full_text":"@vladtenev @vladtenev love this move. Is there truly no max value for this and can you honor the 2% on LEAPS?","in_reply_to_user_id_str":"605700792","in_reply_to_status_id_str":"1986253067617255660","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1257667158","name":"Chip Roy","screen_name":"chiproytx","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1986317021282472138","view_count":441,"bookmark_count":1,"created_at":1762409856000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986281828286693762","full_text":"@elonmusk @chiproytx Nothing more. Let the private sector innovate- the DMV would turn The Boring Company into The Delayed Forever Company","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986315200405131460","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"in_reply_to_screen_name":"Justin_Mateen","lang":"en","retweeted":false,"fact_check":null,"id":"1986517166691393933","view_count":505,"bookmark_count":2,"created_at":1762457574000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"To those asking if Applovin still has room to run:\n\nMore room than people assume after a nearly 7,000% move. \n\nThey keep launching new verticals and consistently beat/raise. If you model the next 12 months of EBITDA, itās still not expensive- especially if they keep executing at this pace (which I believe they can).","in_reply_to_user_id_str":"1110068617","in_reply_to_status_id_str":"1986461744831898027","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"194694215","name":"delian","screen_name":"zebulgar","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"zebulgar","lang":"en","retweeted":false,"fact_check":null,"id":"1986472046189244855","view_count":263,"bookmark_count":1,"created_at":1762446817000,"favorite_count":6,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@zebulgar Means a lot coming from the space factory king š. Excited for the Varda seed return too š","in_reply_to_user_id_str":"194694215","in_reply_to_status_id_str":"1986469570568400974","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"347109900","name":"Fethi Sabancı KamıÅlı","screen_name":"fethikamisli","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"fethikamisli","lang":"en","retweeted":false,"fact_check":null,"id":"1986524856377307328","view_count":169,"bookmark_count":1,"created_at":1762459408000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@fethikamisli Sometimes you gotta get cooked a little so you can enjoy the meal!!","in_reply_to_user_id_str":"347109900","in_reply_to_status_id_str":"1986522147666141480","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"286469676","name":"š¦ Lakers Vino","screen_name":"VinoUncorked","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"VinoUncorked","lang":"en","retweeted":false,"fact_check":null,"id":"1986481785639973372","view_count":318,"bookmark_count":1,"created_at":1762449139000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@VinoUncorked Adam Foroughi runs Applovin- founder and next level operator. Iāve always leaned toward founder-led companies","in_reply_to_user_id_str":"286469676","in_reply_to_status_id_str":"1986476600230330835","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,92],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"221265116","name":"TJ Nahigian","screen_name":"tjnahigian","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tjnahigian","lang":"en","retweeted":false,"fact_check":null,"id":"1986473957323907262","view_count":175,"bookmark_count":1,"created_at":1762447272000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@tjnahigian Same. Got crushed on Alibaba LEAPS as well⦠until they finally worked perfectly!","in_reply_to_user_id_str":"221265116","in_reply_to_status_id_str":"1986472589573902812","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,82],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"96512137","name":"Pooya Kazerouni","screen_name":"kpooya","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"kpooya","lang":"en","retweeted":false,"fact_check":null,"id":"1986484737914089975","view_count":86,"bookmark_count":1,"created_at":1762449843000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@kpooya Iām sure many are regretting that now⦠he heard a lot of NOs along the way","in_reply_to_user_id_str":"96512137","in_reply_to_status_id_str":"1986474981321286088","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":30,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[15,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1584833889952043009","name":"The Millennial Guy","screen_name":"MillennialGuy","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MillennialGuy","lang":"en","retweeted":false,"fact_check":null,"id":"1986812760504860708","view_count":19,"bookmark_count":1,"created_at":1762528049000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@MillennialGuy Absolutely. Founder led companies have outperformed the S&P by approximately 3x over the last 10 years⦠they move faster and often figure out a way to win","in_reply_to_user_id_str":"1584833889952043009","in_reply_to_status_id_str":"1986734086530965843","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1500892159305785349","name":"Crypto Daddy Ö","screen_name":"cryptodaaddy","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"cryptodaaddy","lang":"en","retweeted":false,"fact_check":null,"id":"1986811869970268241","view_count":11,"bookmark_count":1,"created_at":1762527837000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@cryptodaaddy Founder led companies have outperformed the S&P by ~3x over the last decade","in_reply_to_user_id_str":"1500892159305785349","in_reply_to_status_id_str":"1986777032353538412","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[]},{"label":"2025-11-12","value":666,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[26,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2434351132","name":"Victor Cardenas Codriansky","screen_name":"victorcardenas","indices":[0,15]},{"id_str":"1299456895560740864","name":"Slash","screen_name":"slashapp","indices":[16,25]}]},"favorited":false,"in_reply_to_screen_name":"victorcardenas","lang":"en","retweeted":false,"fact_check":null,"id":"1988391757567140235","view_count":666,"bookmark_count":1,"created_at":1762904512000,"favorite_count":7,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1988388785927975064","full_text":"@victorcardenas @slashapp āShow me the money!ā As your first investor, I know the numbers those bars represent are even more impressive :)","in_reply_to_user_id_str":"2434351132","in_reply_to_status_id_str":"1988388785927975064","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":43303,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,88],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299456895560740864","name":"Slash","screen_name":"slashapp","indices":[79,88]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988388785927975064","quoted_status_permalink":{"url":"https://t.co/MO3nyTjGPW","expanded":"https://twitter.com/victorcardenas/status/1988388785927975064","display":"x.com/victorcardenasā¦"},"retweeted":false,"fact_check":null,"id":"1988397164339556736","view_count":14216,"bookmark_count":28,"created_at":1762905801000,"favorite_count":48,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1988397164339556736","full_text":"This is what quietly scaling to $150 million ARR looks like. 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lightning really can strike twice in one day.\n\nFrom the 175-company YC class in March 2019, I made just two personal investments, both on the same day- founded by visionary male/female co-founders: Kalshi and Deel.\n\nSix years later, Deel is a decacorn valued at $17.3 billion, and Kalshi would be a decacorn too if they raised today.\n\n@Kalshi (@mansourtarek_ & @luanalopeslara ) and @deel (@Bouazizalex & @shuoshuooshuooo ) were both pre-launch when I invested at $10 million post for Kalshi and $15 million post for Deel.\n\nThe reasons you back a founder can sometimes be unusual, but when you recognize a familiar pattern, itās best not to overthink it.\n\nš„ Hereās @mansourtarek_ recounting why I wanted to take Kalshiās entire seed note and why I decided to invest so quickly. The answer might surprise you: @mansourtarek_ @luanalopeslara @Kalshi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,60],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1341287326467538945","name":"John Wang","screen_name":"j0hnwang","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"j0hnwang","lang":"en","retweeted":false,"fact_check":null,"id":"1982710481430437975","view_count":1353,"bookmark_count":1,"created_at":1761549990000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@j0hnwang The lore has been under wraps!! Always grateful šš","in_reply_to_user_id_str":"1341287326467538945","in_reply_to_status_id_str":"1982707820740133235","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1810292987689381889","name":"Sujith P","screen_name":"Sujith_09","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Sujith_09","lang":"en","retweeted":false,"fact_check":null,"id":"1982816916847853963","view_count":1196,"bookmark_count":5,"created_at":1761575366000,"favorite_count":17,"quote_count":1,"reply_count":2,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"Quite a few. 19 companies have gone on to become unicorns and I believe at least 6 of my seed investments will be decacorns by 2028 with the possibility of $100 billion or more for several by 2030. I will slowly start sharing stories and learnings about my favorite ones. A few that I am excited about right now that you may not know: Whop, Speak, Curative Health, Last Energy and so many more!","in_reply_to_user_id_str":"1810292987689381889","in_reply_to_status_id_str":"1982813562952089718","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1855908941663977472","name":"Miten Solanki","screen_name":"MitenSolanki24","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MitenSolanki24","lang":"en","retweeted":false,"fact_check":null,"id":"1982813517716816024","view_count":643,"bookmark_count":3,"created_at":1761574556000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"Conviction. Generational companies are built on first-principles thinking. Kalshiās founders knew the law was on their side⦠they just had to prove it.\n\nI only gave them a 25% chance of pulling it off, but even then, the investment made sense.\n\nIt also didnāt hurt that Kalshi was the kind of company Iād want to build if I were starting something new.","in_reply_to_user_id_str":"1855908941663977472","in_reply_to_status_id_str":"1982741923409616914","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2468400660","name":"Alex Bouaziz","screen_name":"Bouazizalex","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Bouazizalex","lang":"en","retweeted":false,"fact_check":null,"id":"1982854585212612921","view_count":4891,"bookmark_count":1,"created_at":1761584347000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982843705993437579","full_text":"@Bouazizalex From day one you had a gift for getting people to help you, always in the most endearing way. Generational founder šš¼","in_reply_to_user_id_str":"2468400660","in_reply_to_status_id_str":"1982843705993437579","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,35],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1362103982089531392","name":"Tarek Mansour","screen_name":"mansourtarek_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"mansourtarek_","lang":"en","retweeted":false,"fact_check":null,"id":"1982829027837857827","view_count":986,"bookmark_count":1,"created_at":1761578254000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@mansourtarek_ Generational founder","in_reply_to_user_id_str":"1362103982089531392","in_reply_to_status_id_str":"1982828408586592610","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,26],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18812102","name":"Kjerstin Erickson (KJ)","screen_name":"Kjer","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Kjer","lang":"en","retweeted":false,"fact_check":null,"id":"1982911892554481720","view_count":108,"bookmark_count":0,"created_at":1761598010000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@Kjer Always grateful š šŖš¼","in_reply_to_user_id_str":"18812102","in_reply_to_status_id_str":"1982868396212662784","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1855908941663977472","name":"Miten Solanki","screen_name":"MitenSolanki24","indices":[0,15]},{"id_str":"1362103982089531392","name":"Tarek Mansour","screen_name":"mansourtarek_","indices":[117,131]},{"id_str":"1071484733543079936","name":"Kalshi","screen_name":"Kalshi","indices":[166,173]}]},"favorited":false,"in_reply_to_screen_name":"MitenSolanki24","lang":"en","retweeted":false,"fact_check":null,"id":"1982935714791862657","view_count":19,"bookmark_count":0,"created_at":1761603690000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@MitenSolanki24 Donāt be tainted by past failures or perceived structural walls that donāt exist. Thatās why I liked @mansourtarek_ naivety as it relates to building @Kalshi","in_reply_to_user_id_str":"1855908941663977472","in_reply_to_status_id_str":"1982824407903961488","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":0,"startTime":1761609600000,"endTime":1761696000000,"tweets":[]},{"label":"2025-10-30","value":16,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983554770888700194","view_count":6581,"bookmark_count":15,"created_at":1761751284000,"favorite_count":79,"quote_count":1,"reply_count":16,"retweet_count":4,"user_id_str":"1110068617","conversation_id_str":"1983554770888700194","full_text":"The most important advice I give my favorite founders when things are going well:\n\nāThe moment you think youāve won⦠is the moment you start to lose.ā\n\nI say this a lot because itās true. Stay hungry. Stay paranoid. Stay grateful. šš\n\nWhen you have no competitor, compete against yourself.\n\nThatās how good companies become generational ones.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[]},{"label":"2025-11-01","value":1,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[25,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1968485572009476096","name":"Guilherme Rodrigues","screen_name":"vibegui_","indices":[0,9]},{"id_str":"1247342918039482369","name":"Victor Cioffi š§š·","screen_name":"cioffi_victor","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"vibegui_","lang":"en","retweeted":false,"fact_check":null,"id":"1984267062366314850","view_count":120,"bookmark_count":1,"created_at":1761921108000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"1110068617","conversation_id_str":"1983993774746509453","full_text":"@vibegui_ @cioffi_victor They all built US based companies and do not live in Brazil. I know all but one of them- they love Brazil, but you donāt pay taxes to countries you donāt live or operate in. Both countries and US states should focus on policy and opportunity to retain their top talent.","in_reply_to_user_id_str":"1968485572009476096","in_reply_to_status_id_str":"1984203376633192813","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[]},{"label":"2025-11-03","value":0,"startTime":1762041600000,"endTime":1762128000000,"tweets":[]},{"label":"2025-11-04","value":0,"startTime":1762128000000,"endTime":1762214400000,"tweets":[]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[]},{"label":"2025-11-06","value":2,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[1029,1036]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986112087429685588","view_count":3183,"bookmark_count":5,"created_at":1762360996000,"favorite_count":38,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1110068617","conversation_id_str":"1986112087429685588","full_text":"My wife moved here from the U.K. years ago, and yesterday, the same day a self-described socialist became mayor of the financial capital of the world- she finally became an American.\n\nIn that room of new citizens, you could feel pure hope⦠the belief that you can build something from nothing. Thatās the American Dream.\n\nA promise of handouts may sound compassionate, but it quietly trades ambition for dependence, and thatās how great nations decline.\n\nOf course the majority will vote for someone promising things for free, but that illusion always ends up costing opportunity, ambition, and freedom.\n\nWhat moves society forward are the builders⦠those who take responsibility, take risks, and create opportunities that lift others.\n\nAmerica became the worldās beacon because it rewarded that spirit- the courage to dream, to innovate, and to build a better life.\n\nWe need to protect that mindset. Educate better. Think longer-term. Inspire the next generation to build, not depend.\n\nYou can see that spirit in companies like @WhopIO (ironically based in NYC, but likely not for long) giving a new generation the platform and confidence to build their own future.\n\nTeach young people the power of equity, not just in markets, but in their own lives. Encourage saving, investing, and home ownership. Celebrate those who build slowly, brick by brick, creating generational stability.\n\nThe American Dream isnāt dead, but it needs defending. And itās worth defending. šŗšøš","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":16,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986461744831898027","view_count":9561,"bookmark_count":20,"created_at":1762444361000,"favorite_count":67,"quote_count":0,"reply_count":11,"retweet_count":6,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"People often ask about my public positions.\n\nMy three largest today (and likely for many more years) are AppLovin, Meta, and Tesla. (Iāll share the Tesla thesis separately.)\n\nBack in 2022, when I began building the AppLovin and Meta positions through stock and LEAPS, it wasnāt smooth. I started buying AppLovin around $30 and Meta after it broke $150- and for a while, I was getting crushed.\n\nAt the bottom, I bought so aggressively that they became my largest holdings.\n\nThey were misunderstood in that moment⦠but also obvious. It almost felt like the market was giving them away. Once you added back cash and stripped out Reality Labs losses for Meta, both were effectively trading at ~5.5Ć the EBITDA I expected over the next 12 months.\n\nWhat surprised me was how many hedge fund friends disagreed- very smart ones, too. For a moment it even made me question myself.\n\nFast forward to today:\n\nAppLovin has delivered one of the most extraordinary runs Iāve ever seen⦠nearly a 70Ć move from the lows, backed by real earnings:\n⢠~$236M enterprise value per employee (#1 globally)\n⢠~$4.0ā$4.8M profit per employee (#1 globally)\n\nMeta now trades at:\n⢠~$23ā$24M enterprise value per employee (#4 globally)\n⢠~$1.0ā$1.1M profit per employee (#3 globally)\n\nAnd with AI-driven efficiencies, Meta could operate with far fewer people, which would push it toward the #2 spot.\n\nThese efficiency metrics matter, and I believe both companies will remain elite performers on them for many years.\n\nIn public markets, the most misunderstood moments often create the most generational outcomes.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1265037073","name":"Robinhood","screen_name":"RobinhoodApp","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"RobinhoodApp","lang":"en","retweeted":false,"fact_check":null,"id":"1986253928686886930","view_count":6232,"bookmark_count":1,"created_at":1762394814000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986227031483232525","full_text":"@RobinhoodApp Is there a max number of shares I can transfer? Do you provide a 2% bonus on in the money LEAPS?","in_reply_to_user_id_str":"1265037073","in_reply_to_status_id_str":"1986227031483232525","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[0,10]},{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[11,21]}]},"favorited":false,"in_reply_to_screen_name":"vladtenev","lang":"en","retweeted":false,"fact_check":null,"id":"1986261224175411279","view_count":1436,"bookmark_count":1,"created_at":1762396553000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986253067617255660","full_text":"@vladtenev @vladtenev love this move. Is there truly no max value for this and can you honor the 2% on LEAPS?","in_reply_to_user_id_str":"605700792","in_reply_to_status_id_str":"1986253067617255660","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1257667158","name":"Chip Roy","screen_name":"chiproytx","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1986317021282472138","view_count":441,"bookmark_count":1,"created_at":1762409856000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986281828286693762","full_text":"@elonmusk @chiproytx Nothing more. Let the private sector innovate- the DMV would turn The Boring Company into The Delayed Forever Company","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986315200405131460","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"in_reply_to_screen_name":"Justin_Mateen","lang":"en","retweeted":false,"fact_check":null,"id":"1986517166691393933","view_count":505,"bookmark_count":2,"created_at":1762457574000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"To those asking if Applovin still has room to run:\n\nMore room than people assume after a nearly 7,000% move. \n\nThey keep launching new verticals and consistently beat/raise. If you model the next 12 months of EBITDA, itās still not expensive- especially if they keep executing at this pace (which I believe they can).","in_reply_to_user_id_str":"1110068617","in_reply_to_status_id_str":"1986461744831898027","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"194694215","name":"delian","screen_name":"zebulgar","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"zebulgar","lang":"en","retweeted":false,"fact_check":null,"id":"1986472046189244855","view_count":263,"bookmark_count":1,"created_at":1762446817000,"favorite_count":6,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@zebulgar Means a lot coming from the space factory king š. Excited for the Varda seed return too š","in_reply_to_user_id_str":"194694215","in_reply_to_status_id_str":"1986469570568400974","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"347109900","name":"Fethi Sabancı KamıÅlı","screen_name":"fethikamisli","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"fethikamisli","lang":"en","retweeted":false,"fact_check":null,"id":"1986524856377307328","view_count":169,"bookmark_count":1,"created_at":1762459408000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@fethikamisli Sometimes you gotta get cooked a little so you can enjoy the meal!!","in_reply_to_user_id_str":"347109900","in_reply_to_status_id_str":"1986522147666141480","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"286469676","name":"š¦ Lakers Vino","screen_name":"VinoUncorked","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"VinoUncorked","lang":"en","retweeted":false,"fact_check":null,"id":"1986481785639973372","view_count":318,"bookmark_count":1,"created_at":1762449139000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@VinoUncorked Adam Foroughi runs Applovin- founder and next level operator. 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Got crushed on Alibaba LEAPS as well⦠until they finally worked perfectly!","in_reply_to_user_id_str":"221265116","in_reply_to_status_id_str":"1986472589573902812","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,82],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"96512137","name":"Pooya Kazerouni","screen_name":"kpooya","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"kpooya","lang":"en","retweeted":false,"fact_check":null,"id":"1986484737914089975","view_count":86,"bookmark_count":1,"created_at":1762449843000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@kpooya Iām sure many are regretting that now⦠he heard a lot of NOs along the way","in_reply_to_user_id_str":"96512137","in_reply_to_status_id_str":"1986474981321286088","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":0,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[15,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1584833889952043009","name":"The Millennial Guy","screen_name":"MillennialGuy","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MillennialGuy","lang":"en","retweeted":false,"fact_check":null,"id":"1986812760504860708","view_count":19,"bookmark_count":1,"created_at":1762528049000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@MillennialGuy Absolutely. 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Stay grateful. šš\n\nWhen you have no competitor, compete against yourself.\n\nThatās how good companies become generational ones.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[]},{"label":"2025-11-01","value":1,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[25,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1968485572009476096","name":"Guilherme Rodrigues","screen_name":"vibegui_","indices":[0,9]},{"id_str":"1247342918039482369","name":"Victor Cioffi š§š·","screen_name":"cioffi_victor","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"vibegui_","lang":"en","retweeted":false,"fact_check":null,"id":"1984267062366314850","view_count":120,"bookmark_count":1,"created_at":1761921108000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"1110068617","conversation_id_str":"1983993774746509453","full_text":"@vibegui_ @cioffi_victor They all built US based companies and do not live in Brazil. I know all but one of them- they love Brazil, but you donāt pay taxes to countries you donāt live or operate in. Both countries and US states should focus on policy and opportunity to retain their top talent.","in_reply_to_user_id_str":"1968485572009476096","in_reply_to_status_id_str":"1984203376633192813","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[]},{"label":"2025-11-03","value":0,"startTime":1762041600000,"endTime":1762128000000,"tweets":[]},{"label":"2025-11-04","value":0,"startTime":1762128000000,"endTime":1762214400000,"tweets":[]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[]},{"label":"2025-11-06","value":5,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[1029,1036]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986112087429685588","view_count":3183,"bookmark_count":5,"created_at":1762360996000,"favorite_count":38,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1110068617","conversation_id_str":"1986112087429685588","full_text":"My wife moved here from the U.K. years ago, and yesterday, the same day a self-described socialist became mayor of the financial capital of the world- she finally became an American.\n\nIn that room of new citizens, you could feel pure hope⦠the belief that you can build something from nothing. Thatās the American Dream.\n\nA promise of handouts may sound compassionate, but it quietly trades ambition for dependence, and thatās how great nations decline.\n\nOf course the majority will vote for someone promising things for free, but that illusion always ends up costing opportunity, ambition, and freedom.\n\nWhat moves society forward are the builders⦠those who take responsibility, take risks, and create opportunities that lift others.\n\nAmerica became the worldās beacon because it rewarded that spirit- the courage to dream, to innovate, and to build a better life.\n\nWe need to protect that mindset. Educate better. Think longer-term. Inspire the next generation to build, not depend.\n\nYou can see that spirit in companies like @WhopIO (ironically based in NYC, but likely not for long) giving a new generation the platform and confidence to build their own future.\n\nTeach young people the power of equity, not just in markets, but in their own lives. Encourage saving, investing, and home ownership. Celebrate those who build slowly, brick by brick, creating generational stability.\n\nThe American Dream isnāt dead, but it needs defending. And itās worth defending. šŗšøš","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":30,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986461744831898027","view_count":9561,"bookmark_count":20,"created_at":1762444361000,"favorite_count":67,"quote_count":0,"reply_count":11,"retweet_count":6,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"People often ask about my public positions.\n\nMy three largest today (and likely for many more years) are AppLovin, Meta, and Tesla. (Iāll share the Tesla thesis separately.)\n\nBack in 2022, when I began building the AppLovin and Meta positions through stock and LEAPS, it wasnāt smooth. I started buying AppLovin around $30 and Meta after it broke $150- and for a while, I was getting crushed.\n\nAt the bottom, I bought so aggressively that they became my largest holdings.\n\nThey were misunderstood in that moment⦠but also obvious. It almost felt like the market was giving them away. Once you added back cash and stripped out Reality Labs losses for Meta, both were effectively trading at ~5.5Ć the EBITDA I expected over the next 12 months.\n\nWhat surprised me was how many hedge fund friends disagreed- very smart ones, too. For a moment it even made me question myself.\n\nFast forward to today:\n\nAppLovin has delivered one of the most extraordinary runs Iāve ever seen⦠nearly a 70Ć move from the lows, backed by real earnings:\n⢠~$236M enterprise value per employee (#1 globally)\n⢠~$4.0ā$4.8M profit per employee (#1 globally)\n\nMeta now trades at:\n⢠~$23ā$24M enterprise value per employee (#4 globally)\n⢠~$1.0ā$1.1M profit per employee (#3 globally)\n\nAnd with AI-driven efficiencies, Meta could operate with far fewer people, which would push it toward the #2 spot.\n\nThese efficiency metrics matter, and I believe both companies will remain elite performers on them for many years.\n\nIn public markets, the most misunderstood moments often create the most generational outcomes.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1265037073","name":"Robinhood","screen_name":"RobinhoodApp","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"RobinhoodApp","lang":"en","retweeted":false,"fact_check":null,"id":"1986253928686886930","view_count":6232,"bookmark_count":1,"created_at":1762394814000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986227031483232525","full_text":"@RobinhoodApp Is there a max number of shares I can transfer? Do you provide a 2% bonus on in the money LEAPS?","in_reply_to_user_id_str":"1265037073","in_reply_to_status_id_str":"1986227031483232525","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[0,10]},{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[11,21]}]},"favorited":false,"in_reply_to_screen_name":"vladtenev","lang":"en","retweeted":false,"fact_check":null,"id":"1986261224175411279","view_count":1436,"bookmark_count":1,"created_at":1762396553000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986253067617255660","full_text":"@vladtenev @vladtenev love this move. Is there truly no max value for this and can you honor the 2% on LEAPS?","in_reply_to_user_id_str":"605700792","in_reply_to_status_id_str":"1986253067617255660","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1257667158","name":"Chip Roy","screen_name":"chiproytx","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1986317021282472138","view_count":441,"bookmark_count":1,"created_at":1762409856000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986281828286693762","full_text":"@elonmusk @chiproytx Nothing more. Let the private sector innovate- the DMV would turn The Boring Company into The Delayed Forever Company","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986315200405131460","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"in_reply_to_screen_name":"Justin_Mateen","lang":"en","retweeted":false,"fact_check":null,"id":"1986517166691393933","view_count":505,"bookmark_count":2,"created_at":1762457574000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"To those asking if Applovin still has room to run:\n\nMore room than people assume after a nearly 7,000% move. \n\nThey keep launching new verticals and consistently beat/raise. If you model the next 12 months of EBITDA, itās still not expensive- especially if they keep executing at this pace (which I believe they can).","in_reply_to_user_id_str":"1110068617","in_reply_to_status_id_str":"1986461744831898027","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"194694215","name":"delian","screen_name":"zebulgar","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"zebulgar","lang":"en","retweeted":false,"fact_check":null,"id":"1986472046189244855","view_count":263,"bookmark_count":1,"created_at":1762446817000,"favorite_count":6,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@zebulgar Means a lot coming from the space factory king š. Excited for the Varda seed return too š","in_reply_to_user_id_str":"194694215","in_reply_to_status_id_str":"1986469570568400974","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"347109900","name":"Fethi Sabancı KamıÅlı","screen_name":"fethikamisli","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"fethikamisli","lang":"en","retweeted":false,"fact_check":null,"id":"1986524856377307328","view_count":169,"bookmark_count":1,"created_at":1762459408000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@fethikamisli Sometimes you gotta get cooked a little so you can enjoy the meal!!","in_reply_to_user_id_str":"347109900","in_reply_to_status_id_str":"1986522147666141480","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"286469676","name":"š¦ Lakers Vino","screen_name":"VinoUncorked","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"VinoUncorked","lang":"en","retweeted":false,"fact_check":null,"id":"1986481785639973372","view_count":318,"bookmark_count":1,"created_at":1762449139000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@VinoUncorked Adam Foroughi runs Applovin- founder and next level operator. Iāve always leaned toward founder-led companies","in_reply_to_user_id_str":"286469676","in_reply_to_status_id_str":"1986476600230330835","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,92],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"221265116","name":"TJ Nahigian","screen_name":"tjnahigian","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tjnahigian","lang":"en","retweeted":false,"fact_check":null,"id":"1986473957323907262","view_count":175,"bookmark_count":1,"created_at":1762447272000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@tjnahigian Same. Got crushed on Alibaba LEAPS as well⦠until they finally worked perfectly!","in_reply_to_user_id_str":"221265116","in_reply_to_status_id_str":"1986472589573902812","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,82],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"96512137","name":"Pooya Kazerouni","screen_name":"kpooya","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"kpooya","lang":"en","retweeted":false,"fact_check":null,"id":"1986484737914089975","view_count":86,"bookmark_count":1,"created_at":1762449843000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@kpooya Iām sure many are regretting that now⦠he heard a lot of NOs along the way","in_reply_to_user_id_str":"96512137","in_reply_to_status_id_str":"1986474981321286088","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":2,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[15,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1584833889952043009","name":"The Millennial Guy","screen_name":"MillennialGuy","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MillennialGuy","lang":"en","retweeted":false,"fact_check":null,"id":"1986812760504860708","view_count":19,"bookmark_count":1,"created_at":1762528049000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@MillennialGuy Absolutely. Founder led companies have outperformed the S&P by approximately 3x over the last 10 years⦠they move faster and often figure out a way to win","in_reply_to_user_id_str":"1584833889952043009","in_reply_to_status_id_str":"1986734086530965843","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1500892159305785349","name":"Crypto Daddy Ö","screen_name":"cryptodaaddy","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"cryptodaaddy","lang":"en","retweeted":false,"fact_check":null,"id":"1986811869970268241","view_count":11,"bookmark_count":1,"created_at":1762527837000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@cryptodaaddy Founder led companies have outperformed the S&P by ~3x over the last decade","in_reply_to_user_id_str":"1500892159305785349","in_reply_to_status_id_str":"1986777032353538412","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[]},{"label":"2025-11-12","value":1,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[26,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2434351132","name":"Victor Cardenas Codriansky","screen_name":"victorcardenas","indices":[0,15]},{"id_str":"1299456895560740864","name":"Slash","screen_name":"slashapp","indices":[16,25]}]},"favorited":false,"in_reply_to_screen_name":"victorcardenas","lang":"en","retweeted":false,"fact_check":null,"id":"1988391757567140235","view_count":666,"bookmark_count":1,"created_at":1762904512000,"favorite_count":7,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1988388785927975064","full_text":"@victorcardenas @slashapp āShow me the money!ā As your first investor, I know the numbers those bars represent are even more impressive :)","in_reply_to_user_id_str":"2434351132","in_reply_to_status_id_str":"1988388785927975064","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":79,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,88],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299456895560740864","name":"Slash","screen_name":"slashapp","indices":[79,88]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988388785927975064","quoted_status_permalink":{"url":"https://t.co/MO3nyTjGPW","expanded":"https://twitter.com/victorcardenas/status/1988388785927975064","display":"x.com/victorcardenasā¦"},"retweeted":false,"fact_check":null,"id":"1988397164339556736","view_count":14216,"bookmark_count":28,"created_at":1762905801000,"favorite_count":48,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1988397164339556736","full_text":"This is what quietly scaling to $150 million ARR looks like. Impressive growth 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lightning really can strike twice in one day.\n\nFrom the 175-company YC class in March 2019, I made just two personal investments, both on the same day- founded by visionary male/female co-founders: Kalshi and Deel.\n\nSix years later, Deel is a decacorn valued at $17.3 billion, and Kalshi would be a decacorn too if they raised today.\n\n@Kalshi (@mansourtarek_ & @luanalopeslara ) and @deel (@Bouazizalex & @shuoshuooshuooo ) were both pre-launch when I invested at $10 million post for Kalshi and $15 million post for Deel.\n\nThe reasons you back a founder can sometimes be unusual, but when you recognize a familiar pattern, itās best not to overthink it.\n\nš„ Hereās @mansourtarek_ recounting why I wanted to take Kalshiās entire seed note and why I decided to invest so quickly. The answer might surprise you: @mansourtarek_ @luanalopeslara @Kalshi","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":1,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,60],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1341287326467538945","name":"John Wang","screen_name":"j0hnwang","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"j0hnwang","lang":"en","retweeted":false,"fact_check":null,"id":"1982710481430437975","view_count":1353,"bookmark_count":1,"created_at":1761549990000,"favorite_count":8,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@j0hnwang The lore has been under wraps!! Always grateful šš","in_reply_to_user_id_str":"1341287326467538945","in_reply_to_status_id_str":"1982707820740133235","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,288],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1810292987689381889","name":"Sujith P","screen_name":"Sujith_09","indices":[0,10]}]},"favorited":false,"in_reply_to_screen_name":"Sujith_09","lang":"en","retweeted":false,"fact_check":null,"id":"1982816916847853963","view_count":1196,"bookmark_count":5,"created_at":1761575366000,"favorite_count":17,"quote_count":1,"reply_count":2,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"Quite a few. 19 companies have gone on to become unicorns and I believe at least 6 of my seed investments will be decacorns by 2028 with the possibility of $100 billion or more for several by 2030. I will slowly start sharing stories and learnings about my favorite ones. A few that I am excited about right now that you may not know: Whop, Speak, Curative Health, Last Energy and so many more!","in_reply_to_user_id_str":"1810292987689381889","in_reply_to_status_id_str":"1982813562952089718","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,292],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1855908941663977472","name":"Miten Solanki","screen_name":"MitenSolanki24","indices":[0,15]}]},"favorited":false,"in_reply_to_screen_name":"MitenSolanki24","lang":"en","retweeted":false,"fact_check":null,"id":"1982813517716816024","view_count":643,"bookmark_count":3,"created_at":1761574556000,"favorite_count":5,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"Conviction. Generational companies are built on first-principles thinking. Kalshiās founders knew the law was on their side⦠they just had to prove it.\n\nI only gave them a 25% chance of pulling it off, but even then, the investment made sense.\n\nIt also didnāt hurt that Kalshi was the kind of company Iād want to build if I were starting something new.","in_reply_to_user_id_str":"1855908941663977472","in_reply_to_status_id_str":"1982741923409616914","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2468400660","name":"Alex Bouaziz","screen_name":"Bouazizalex","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Bouazizalex","lang":"en","retweeted":false,"fact_check":null,"id":"1982854585212612921","view_count":4891,"bookmark_count":1,"created_at":1761584347000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982843705993437579","full_text":"@Bouazizalex From day one you had a gift for getting people to help you, always in the most endearing way. Generational founder šš¼","in_reply_to_user_id_str":"2468400660","in_reply_to_status_id_str":"1982843705993437579","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[15,35],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1362103982089531392","name":"Tarek Mansour","screen_name":"mansourtarek_","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"mansourtarek_","lang":"en","retweeted":false,"fact_check":null,"id":"1982829027837857827","view_count":986,"bookmark_count":1,"created_at":1761578254000,"favorite_count":13,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@mansourtarek_ Generational founder","in_reply_to_user_id_str":"1362103982089531392","in_reply_to_status_id_str":"1982828408586592610","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[6,26],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"18812102","name":"Kjerstin Erickson (KJ)","screen_name":"Kjer","indices":[0,5]}]},"favorited":false,"in_reply_to_screen_name":"Kjer","lang":"en","retweeted":false,"fact_check":null,"id":"1982911892554481720","view_count":108,"bookmark_count":0,"created_at":1761598010000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@Kjer Always grateful š šŖš¼","in_reply_to_user_id_str":"18812102","in_reply_to_status_id_str":"1982868396212662784","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[16,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1855908941663977472","name":"Miten Solanki","screen_name":"MitenSolanki24","indices":[0,15]},{"id_str":"1362103982089531392","name":"Tarek Mansour","screen_name":"mansourtarek_","indices":[117,131]},{"id_str":"1071484733543079936","name":"Kalshi","screen_name":"Kalshi","indices":[166,173]}]},"favorited":false,"in_reply_to_screen_name":"MitenSolanki24","lang":"en","retweeted":false,"fact_check":null,"id":"1982935714791862657","view_count":19,"bookmark_count":0,"created_at":1761603690000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982701450213130438","full_text":"@MitenSolanki24 Donāt be tainted by past failures or perceived structural walls that donāt exist. Thatās why I liked @mansourtarek_ naivety as it relates to building @Kalshi","in_reply_to_user_id_str":"1855908941663977472","in_reply_to_status_id_str":"1982824407903961488","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":0,"startTime":1761609600000,"endTime":1761696000000,"tweets":[]},{"label":"2025-10-30","value":4,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983554770888700194","view_count":6581,"bookmark_count":15,"created_at":1761751284000,"favorite_count":79,"quote_count":1,"reply_count":16,"retweet_count":4,"user_id_str":"1110068617","conversation_id_str":"1983554770888700194","full_text":"The most important advice I give my favorite founders when things are going well:\n\nāThe moment you think youāve won⦠is the moment you start to lose.ā\n\nI say this a lot because itās true. Stay hungry. Stay paranoid. Stay grateful. šš\n\nWhen you have no competitor, compete against yourself.\n\nThatās how good companies become generational ones.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[]},{"label":"2025-11-01","value":2,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[25,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1968485572009476096","name":"Guilherme Rodrigues","screen_name":"vibegui_","indices":[0,9]},{"id_str":"1247342918039482369","name":"Victor Cioffi š§š·","screen_name":"cioffi_victor","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"vibegui_","lang":"en","retweeted":false,"fact_check":null,"id":"1984267062366314850","view_count":120,"bookmark_count":1,"created_at":1761921108000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"1110068617","conversation_id_str":"1983993774746509453","full_text":"@vibegui_ @cioffi_victor They all built US based companies and do not live in Brazil. I know all but one of them- they love Brazil, but you donāt pay taxes to countries you donāt live or operate in. Both countries and US states should focus on policy and opportunity to retain their top talent.","in_reply_to_user_id_str":"1968485572009476096","in_reply_to_status_id_str":"1984203376633192813","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[]},{"label":"2025-11-03","value":0,"startTime":1762041600000,"endTime":1762128000000,"tweets":[]},{"label":"2025-11-04","value":0,"startTime":1762128000000,"endTime":1762214400000,"tweets":[]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[]},{"label":"2025-11-06","value":1,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[1029,1036]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986112087429685588","view_count":3183,"bookmark_count":5,"created_at":1762360996000,"favorite_count":38,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1110068617","conversation_id_str":"1986112087429685588","full_text":"My wife moved here from the U.K. years ago, and yesterday, the same day a self-described socialist became mayor of the financial capital of the world- she finally became an American.\n\nIn that room of new citizens, you could feel pure hope⦠the belief that you can build something from nothing. Thatās the American Dream.\n\nA promise of handouts may sound compassionate, but it quietly trades ambition for dependence, and thatās how great nations decline.\n\nOf course the majority will vote for someone promising things for free, but that illusion always ends up costing opportunity, ambition, and freedom.\n\nWhat moves society forward are the builders⦠those who take responsibility, take risks, and create opportunities that lift others.\n\nAmerica became the worldās beacon because it rewarded that spirit- the courage to dream, to innovate, and to build a better life.\n\nWe need to protect that mindset. Educate better. Think longer-term. Inspire the next generation to build, not depend.\n\nYou can see that spirit in companies like @WhopIO (ironically based in NYC, but likely not for long) giving a new generation the platform and confidence to build their own future.\n\nTeach young people the power of equity, not just in markets, but in their own lives. Encourage saving, investing, and home ownership. Celebrate those who build slowly, brick by brick, creating generational stability.\n\nThe American Dream isnāt dead, but it needs defending. And itās worth defending. šŗšøš","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":6,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986461744831898027","view_count":9561,"bookmark_count":20,"created_at":1762444361000,"favorite_count":67,"quote_count":0,"reply_count":11,"retweet_count":6,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"People often ask about my public positions.\n\nMy three largest today (and likely for many more years) are AppLovin, Meta, and Tesla. (Iāll share the Tesla thesis separately.)\n\nBack in 2022, when I began building the AppLovin and Meta positions through stock and LEAPS, it wasnāt smooth. I started buying AppLovin around $30 and Meta after it broke $150- and for a while, I was getting crushed.\n\nAt the bottom, I bought so aggressively that they became my largest holdings.\n\nThey were misunderstood in that moment⦠but also obvious. It almost felt like the market was giving them away. Once you added back cash and stripped out Reality Labs losses for Meta, both were effectively trading at ~5.5Ć the EBITDA I expected over the next 12 months.\n\nWhat surprised me was how many hedge fund friends disagreed- very smart ones, too. For a moment it even made me question myself.\n\nFast forward to today:\n\nAppLovin has delivered one of the most extraordinary runs Iāve ever seen⦠nearly a 70Ć move from the lows, backed by real earnings:\n⢠~$236M enterprise value per employee (#1 globally)\n⢠~$4.0ā$4.8M profit per employee (#1 globally)\n\nMeta now trades at:\n⢠~$23ā$24M enterprise value per employee (#4 globally)\n⢠~$1.0ā$1.1M profit per employee (#3 globally)\n\nAnd with AI-driven efficiencies, Meta could operate with far fewer people, which would push it toward the #2 spot.\n\nThese efficiency metrics matter, and I believe both companies will remain elite performers on them for many years.\n\nIn public markets, the most misunderstood moments often create the most generational outcomes.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1265037073","name":"Robinhood","screen_name":"RobinhoodApp","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"RobinhoodApp","lang":"en","retweeted":false,"fact_check":null,"id":"1986253928686886930","view_count":6232,"bookmark_count":1,"created_at":1762394814000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986227031483232525","full_text":"@RobinhoodApp Is there a max number of shares I can transfer? Do you provide a 2% bonus on in the money LEAPS?","in_reply_to_user_id_str":"1265037073","in_reply_to_status_id_str":"1986227031483232525","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[0,10]},{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[11,21]}]},"favorited":false,"in_reply_to_screen_name":"vladtenev","lang":"en","retweeted":false,"fact_check":null,"id":"1986261224175411279","view_count":1436,"bookmark_count":1,"created_at":1762396553000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986253067617255660","full_text":"@vladtenev @vladtenev love this move. Is there truly no max value for this and can you honor the 2% on LEAPS?","in_reply_to_user_id_str":"605700792","in_reply_to_status_id_str":"1986253067617255660","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1257667158","name":"Chip Roy","screen_name":"chiproytx","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1986317021282472138","view_count":441,"bookmark_count":1,"created_at":1762409856000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986281828286693762","full_text":"@elonmusk @chiproytx Nothing more. Let the private sector innovate- the DMV would turn The Boring Company into The Delayed Forever Company","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986315200405131460","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"in_reply_to_screen_name":"Justin_Mateen","lang":"en","retweeted":false,"fact_check":null,"id":"1986517166691393933","view_count":505,"bookmark_count":2,"created_at":1762457574000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"To those asking if Applovin still has room to run:\n\nMore room than people assume after a nearly 7,000% move. \n\nThey keep launching new verticals and consistently beat/raise. 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Kalshiās founders knew the law was on their side⦠they just had to prove it.\n\nI only gave them a 25% chance of pulling it off, but even then, the investment made sense.\n\nIt also didnāt hurt that Kalshi was the kind of company Iād want to build if I were starting something new.","in_reply_to_user_id_str":"1855908941663977472","in_reply_to_status_id_str":"1982741923409616914","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[13,130],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2468400660","name":"Alex Bouaziz","screen_name":"Bouazizalex","indices":[0,12]}]},"favorited":false,"in_reply_to_screen_name":"Bouazizalex","lang":"en","retweeted":false,"fact_check":null,"id":"1982854585212612921","view_count":4891,"bookmark_count":1,"created_at":1761584347000,"favorite_count":9,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1982843705993437579","full_text":"@Bouazizalex From day one you had a gift for getting people to help you, always in the most endearing way. 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Thatās why I liked @mansourtarek_ naivety as it relates to building @Kalshi","in_reply_to_user_id_str":"1855908941663977472","in_reply_to_status_id_str":"1982824407903961488","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-29","value":0,"startTime":1761609600000,"endTime":1761696000000,"tweets":[]},{"label":"2025-10-30","value":79,"startTime":1761696000000,"endTime":1761782400000,"tweets":[{"bookmarked":false,"display_text_range":[0,271],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1983554770888700194","view_count":6581,"bookmark_count":15,"created_at":1761751284000,"favorite_count":79,"quote_count":1,"reply_count":16,"retweet_count":4,"user_id_str":"1110068617","conversation_id_str":"1983554770888700194","full_text":"The most important advice I give my favorite founders when things are going well:\n\nāThe moment you think youāve won⦠is the moment you start to lose.ā\n\nI say this a lot because itās true. Stay hungry. Stay paranoid. Stay grateful. šš\n\nWhen you have no competitor, compete against yourself.\n\nThatās how good companies become generational ones.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[]},{"label":"2025-11-01","value":3,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[25,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1968485572009476096","name":"Guilherme Rodrigues","screen_name":"vibegui_","indices":[0,9]},{"id_str":"1247342918039482369","name":"Victor Cioffi š§š·","screen_name":"cioffi_victor","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"vibegui_","lang":"en","retweeted":false,"fact_check":null,"id":"1984267062366314850","view_count":120,"bookmark_count":1,"created_at":1761921108000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"1110068617","conversation_id_str":"1983993774746509453","full_text":"@vibegui_ @cioffi_victor They all built US based companies and do not live in Brazil. I know all but one of them- they love Brazil, but you donāt pay taxes to countries you donāt live or operate in. Both countries and US states should focus on policy and opportunity to retain their top talent.","in_reply_to_user_id_str":"1968485572009476096","in_reply_to_status_id_str":"1984203376633192813","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[]},{"label":"2025-11-03","value":0,"startTime":1762041600000,"endTime":1762128000000,"tweets":[]},{"label":"2025-11-04","value":0,"startTime":1762128000000,"endTime":1762214400000,"tweets":[]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[]},{"label":"2025-11-06","value":38,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[1029,1036]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986112087429685588","view_count":3183,"bookmark_count":5,"created_at":1762360996000,"favorite_count":38,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1110068617","conversation_id_str":"1986112087429685588","full_text":"My wife moved here from the U.K. years ago, and yesterday, the same day a self-described socialist became mayor of the financial capital of the world- she finally became an American.\n\nIn that room of new citizens, you could feel pure hope⦠the belief that you can build something from nothing. Thatās the American Dream.\n\nA promise of handouts may sound compassionate, but it quietly trades ambition for dependence, and thatās how great nations decline.\n\nOf course the majority will vote for someone promising things for free, but that illusion always ends up costing opportunity, ambition, and freedom.\n\nWhat moves society forward are the builders⦠those who take responsibility, take risks, and create opportunities that lift others.\n\nAmerica became the worldās beacon because it rewarded that spirit- the courage to dream, to innovate, and to build a better life.\n\nWe need to protect that mindset. Educate better. Think longer-term. Inspire the next generation to build, not depend.\n\nYou can see that spirit in companies like @WhopIO (ironically based in NYC, but likely not for long) giving a new generation the platform and confidence to build their own future.\n\nTeach young people the power of equity, not just in markets, but in their own lives. Encourage saving, investing, and home ownership. Celebrate those who build slowly, brick by brick, creating generational stability.\n\nThe American Dream isnāt dead, but it needs defending. And itās worth defending. šŗšøš","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":98,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986461744831898027","view_count":9561,"bookmark_count":20,"created_at":1762444361000,"favorite_count":67,"quote_count":0,"reply_count":11,"retweet_count":6,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"People often ask about my public positions.\n\nMy three largest today (and likely for many more years) are AppLovin, Meta, and Tesla. (Iāll share the Tesla thesis separately.)\n\nBack in 2022, when I began building the AppLovin and Meta positions through stock and LEAPS, it wasnāt smooth. I started buying AppLovin around $30 and Meta after it broke $150- and for a while, I was getting crushed.\n\nAt the bottom, I bought so aggressively that they became my largest holdings.\n\nThey were misunderstood in that moment⦠but also obvious. It almost felt like the market was giving them away. Once you added back cash and stripped out Reality Labs losses for Meta, both were effectively trading at ~5.5Ć the EBITDA I expected over the next 12 months.\n\nWhat surprised me was how many hedge fund friends disagreed- very smart ones, too. For a moment it even made me question myself.\n\nFast forward to today:\n\nAppLovin has delivered one of the most extraordinary runs Iāve ever seen⦠nearly a 70Ć move from the lows, backed by real earnings:\n⢠~$236M enterprise value per employee (#1 globally)\n⢠~$4.0ā$4.8M profit per employee (#1 globally)\n\nMeta now trades at:\n⢠~$23ā$24M enterprise value per employee (#4 globally)\n⢠~$1.0ā$1.1M profit per employee (#3 globally)\n\nAnd with AI-driven efficiencies, Meta could operate with far fewer people, which would push it toward the #2 spot.\n\nThese efficiency metrics matter, and I believe both companies will remain elite performers on them for many years.\n\nIn public markets, the most misunderstood moments often create the most generational outcomes.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1265037073","name":"Robinhood","screen_name":"RobinhoodApp","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"RobinhoodApp","lang":"en","retweeted":false,"fact_check":null,"id":"1986253928686886930","view_count":6232,"bookmark_count":1,"created_at":1762394814000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986227031483232525","full_text":"@RobinhoodApp Is there a max number of shares I can transfer? Do you provide a 2% bonus on in the money LEAPS?","in_reply_to_user_id_str":"1265037073","in_reply_to_status_id_str":"1986227031483232525","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[0,10]},{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[11,21]}]},"favorited":false,"in_reply_to_screen_name":"vladtenev","lang":"en","retweeted":false,"fact_check":null,"id":"1986261224175411279","view_count":1436,"bookmark_count":1,"created_at":1762396553000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986253067617255660","full_text":"@vladtenev @vladtenev love this move. Is there truly no max value for this and can you honor the 2% on LEAPS?","in_reply_to_user_id_str":"605700792","in_reply_to_status_id_str":"1986253067617255660","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1257667158","name":"Chip Roy","screen_name":"chiproytx","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1986317021282472138","view_count":441,"bookmark_count":1,"created_at":1762409856000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986281828286693762","full_text":"@elonmusk @chiproytx Nothing more. Let the private sector innovate- the DMV would turn The Boring Company into The Delayed Forever Company","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986315200405131460","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"in_reply_to_screen_name":"Justin_Mateen","lang":"en","retweeted":false,"fact_check":null,"id":"1986517166691393933","view_count":505,"bookmark_count":2,"created_at":1762457574000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"To those asking if Applovin still has room to run:\n\nMore room than people assume after a nearly 7,000% move. \n\nThey keep launching new verticals and consistently beat/raise. If you model the next 12 months of EBITDA, itās still not expensive- especially if they keep executing at this pace (which I believe they can).","in_reply_to_user_id_str":"1110068617","in_reply_to_status_id_str":"1986461744831898027","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"194694215","name":"delian","screen_name":"zebulgar","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"zebulgar","lang":"en","retweeted":false,"fact_check":null,"id":"1986472046189244855","view_count":263,"bookmark_count":1,"created_at":1762446817000,"favorite_count":6,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@zebulgar Means a lot coming from the space factory king š. Excited for the Varda seed return too š","in_reply_to_user_id_str":"194694215","in_reply_to_status_id_str":"1986469570568400974","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"347109900","name":"Fethi Sabancı KamıÅlı","screen_name":"fethikamisli","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"fethikamisli","lang":"en","retweeted":false,"fact_check":null,"id":"1986524856377307328","view_count":169,"bookmark_count":1,"created_at":1762459408000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@fethikamisli Sometimes you gotta get cooked a little so you can enjoy the meal!!","in_reply_to_user_id_str":"347109900","in_reply_to_status_id_str":"1986522147666141480","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"286469676","name":"š¦ Lakers Vino","screen_name":"VinoUncorked","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"VinoUncorked","lang":"en","retweeted":false,"fact_check":null,"id":"1986481785639973372","view_count":318,"bookmark_count":1,"created_at":1762449139000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@VinoUncorked Adam Foroughi runs Applovin- founder and next level operator. Iāve always leaned toward founder-led companies","in_reply_to_user_id_str":"286469676","in_reply_to_status_id_str":"1986476600230330835","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,92],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"221265116","name":"TJ Nahigian","screen_name":"tjnahigian","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tjnahigian","lang":"en","retweeted":false,"fact_check":null,"id":"1986473957323907262","view_count":175,"bookmark_count":1,"created_at":1762447272000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@tjnahigian Same. Got crushed on Alibaba LEAPS as well⦠until they finally worked perfectly!","in_reply_to_user_id_str":"221265116","in_reply_to_status_id_str":"1986472589573902812","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,82],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"96512137","name":"Pooya Kazerouni","screen_name":"kpooya","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"kpooya","lang":"en","retweeted":false,"fact_check":null,"id":"1986484737914089975","view_count":86,"bookmark_count":1,"created_at":1762449843000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@kpooya Iām sure many are regretting that now⦠he heard a lot of NOs along the way","in_reply_to_user_id_str":"96512137","in_reply_to_status_id_str":"1986474981321286088","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":1,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[15,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1584833889952043009","name":"The Millennial Guy","screen_name":"MillennialGuy","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MillennialGuy","lang":"en","retweeted":false,"fact_check":null,"id":"1986812760504860708","view_count":19,"bookmark_count":1,"created_at":1762528049000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@MillennialGuy Absolutely. 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Stay grateful. šš\n\nWhen you have no competitor, compete against yourself.\n\nThatās how good companies become generational ones.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-10-31","value":0,"startTime":1761782400000,"endTime":1761868800000,"tweets":[]},{"label":"2025-11-01","value":120,"startTime":1761868800000,"endTime":1761955200000,"tweets":[{"bookmarked":false,"display_text_range":[25,294],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1968485572009476096","name":"Guilherme Rodrigues","screen_name":"vibegui_","indices":[0,9]},{"id_str":"1247342918039482369","name":"Victor Cioffi š§š·","screen_name":"cioffi_victor","indices":[10,24]}]},"favorited":false,"in_reply_to_screen_name":"vibegui_","lang":"en","retweeted":false,"fact_check":null,"id":"1984267062366314850","view_count":120,"bookmark_count":1,"created_at":1761921108000,"favorite_count":3,"quote_count":0,"reply_count":1,"retweet_count":2,"user_id_str":"1110068617","conversation_id_str":"1983993774746509453","full_text":"@vibegui_ @cioffi_victor They all built US based companies and do not live in Brazil. I know all but one of them- they love Brazil, but you donāt pay taxes to countries you donāt live or operate in. Both countries and US states should focus on policy and opportunity to retain their top talent.","in_reply_to_user_id_str":"1968485572009476096","in_reply_to_status_id_str":"1984203376633192813","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-02","value":0,"startTime":1761955200000,"endTime":1762041600000,"tweets":[]},{"label":"2025-11-03","value":0,"startTime":1762041600000,"endTime":1762128000000,"tweets":[]},{"label":"2025-11-04","value":0,"startTime":1762128000000,"endTime":1762214400000,"tweets":[]},{"label":"2025-11-05","value":0,"startTime":1762214400000,"endTime":1762300800000,"tweets":[]},{"label":"2025-11-06","value":3183,"startTime":1762300800000,"endTime":1762387200000,"tweets":[{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1352373563295207426","name":"Whop","screen_name":"WhopIO","indices":[1029,1036]}]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986112087429685588","view_count":3183,"bookmark_count":5,"created_at":1762360996000,"favorite_count":38,"quote_count":0,"reply_count":2,"retweet_count":1,"user_id_str":"1110068617","conversation_id_str":"1986112087429685588","full_text":"My wife moved here from the U.K. years ago, and yesterday, the same day a self-described socialist became mayor of the financial capital of the world- she finally became an American.\n\nIn that room of new citizens, you could feel pure hope⦠the belief that you can build something from nothing. Thatās the American Dream.\n\nA promise of handouts may sound compassionate, but it quietly trades ambition for dependence, and thatās how great nations decline.\n\nOf course the majority will vote for someone promising things for free, but that illusion always ends up costing opportunity, ambition, and freedom.\n\nWhat moves society forward are the builders⦠those who take responsibility, take risks, and create opportunities that lift others.\n\nAmerica became the worldās beacon because it rewarded that spirit- the courage to dream, to innovate, and to build a better life.\n\nWe need to protect that mindset. Educate better. Think longer-term. Inspire the next generation to build, not depend.\n\nYou can see that spirit in companies like @WhopIO (ironically based in NYC, but likely not for long) giving a new generation the platform and confidence to build their own future.\n\nTeach young people the power of equity, not just in markets, but in their own lives. Encourage saving, investing, and home ownership. Celebrate those who build slowly, brick by brick, creating generational stability.\n\nThe American Dream isnāt dead, but it needs defending. And itās worth defending. šŗšøš","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-07","value":19186,"startTime":1762387200000,"endTime":1762473600000,"tweets":[{"bookmarked":false,"display_text_range":[0,277],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"lang":"en","retweeted":false,"fact_check":null,"id":"1986461744831898027","view_count":9561,"bookmark_count":20,"created_at":1762444361000,"favorite_count":67,"quote_count":0,"reply_count":11,"retweet_count":6,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"People often ask about my public positions.\n\nMy three largest today (and likely for many more years) are AppLovin, Meta, and Tesla. (Iāll share the Tesla thesis separately.)\n\nBack in 2022, when I began building the AppLovin and Meta positions through stock and LEAPS, it wasnāt smooth. I started buying AppLovin around $30 and Meta after it broke $150- and for a while, I was getting crushed.\n\nAt the bottom, I bought so aggressively that they became my largest holdings.\n\nThey were misunderstood in that moment⦠but also obvious. It almost felt like the market was giving them away. Once you added back cash and stripped out Reality Labs losses for Meta, both were effectively trading at ~5.5Ć the EBITDA I expected over the next 12 months.\n\nWhat surprised me was how many hedge fund friends disagreed- very smart ones, too. For a moment it even made me question myself.\n\nFast forward to today:\n\nAppLovin has delivered one of the most extraordinary runs Iāve ever seen⦠nearly a 70Ć move from the lows, backed by real earnings:\n⢠~$236M enterprise value per employee (#1 globally)\n⢠~$4.0ā$4.8M profit per employee (#1 globally)\n\nMeta now trades at:\n⢠~$23ā$24M enterprise value per employee (#4 globally)\n⢠~$1.0ā$1.1M profit per employee (#3 globally)\n\nAnd with AI-driven efficiencies, Meta could operate with far fewer people, which would push it toward the #2 spot.\n\nThese efficiency metrics matter, and I believe both companies will remain elite performers on them for many years.\n\nIn public markets, the most misunderstood moments often create the most generational outcomes.","in_reply_to_user_id_str":null,"in_reply_to_status_id_str":null,"is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,110],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1265037073","name":"Robinhood","screen_name":"RobinhoodApp","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"RobinhoodApp","lang":"en","retweeted":false,"fact_check":null,"id":"1986253928686886930","view_count":6232,"bookmark_count":1,"created_at":1762394814000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986227031483232525","full_text":"@RobinhoodApp Is there a max number of shares I can transfer? Do you provide a 2% bonus on in the money LEAPS?","in_reply_to_user_id_str":"1265037073","in_reply_to_status_id_str":"1986227031483232525","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[11,109],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[0,10]},{"id_str":"605700792","name":"Vlad Tenev","screen_name":"vladtenev","indices":[11,21]}]},"favorited":false,"in_reply_to_screen_name":"vladtenev","lang":"en","retweeted":false,"fact_check":null,"id":"1986261224175411279","view_count":1436,"bookmark_count":1,"created_at":1762396553000,"favorite_count":8,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986253067617255660","full_text":"@vladtenev @vladtenev love this move. Is there truly no max value for this and can you honor the 2% on LEAPS?","in_reply_to_user_id_str":"605700792","in_reply_to_status_id_str":"1986253067617255660","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[21,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"44196397","name":"Elon Musk","screen_name":"elonmusk","indices":[0,9]},{"id_str":"1257667158","name":"Chip Roy","screen_name":"chiproytx","indices":[10,20]}]},"favorited":false,"in_reply_to_screen_name":"elonmusk","lang":"en","retweeted":false,"fact_check":null,"id":"1986317021282472138","view_count":441,"bookmark_count":1,"created_at":1762409856000,"favorite_count":2,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986281828286693762","full_text":"@elonmusk @chiproytx Nothing more. Let the private sector innovate- the DMV would turn The Boring Company into The Delayed Forever Company","in_reply_to_user_id_str":"44196397","in_reply_to_status_id_str":"1986315200405131460","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[0,279],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[]},"favorited":false,"in_reply_to_screen_name":"Justin_Mateen","lang":"en","retweeted":false,"fact_check":null,"id":"1986517166691393933","view_count":505,"bookmark_count":2,"created_at":1762457574000,"favorite_count":3,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"To those asking if Applovin still has room to run:\n\nMore room than people assume after a nearly 7,000% move. \n\nThey keep launching new verticals and consistently beat/raise. If you model the next 12 months of EBITDA, itās still not expensive- especially if they keep executing at this pace (which I believe they can).","in_reply_to_user_id_str":"1110068617","in_reply_to_status_id_str":"1986461744831898027","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[10,99],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"194694215","name":"delian","screen_name":"zebulgar","indices":[0,9]}]},"favorited":false,"in_reply_to_screen_name":"zebulgar","lang":"en","retweeted":false,"fact_check":null,"id":"1986472046189244855","view_count":263,"bookmark_count":1,"created_at":1762446817000,"favorite_count":6,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@zebulgar Means a lot coming from the space factory king š. Excited for the Varda seed return too š","in_reply_to_user_id_str":"194694215","in_reply_to_status_id_str":"1986469570568400974","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,81],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"347109900","name":"Fethi Sabancı KamıÅlı","screen_name":"fethikamisli","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"fethikamisli","lang":"en","retweeted":false,"fact_check":null,"id":"1986524856377307328","view_count":169,"bookmark_count":1,"created_at":1762459408000,"favorite_count":2,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@fethikamisli Sometimes you gotta get cooked a little so you can enjoy the meal!!","in_reply_to_user_id_str":"347109900","in_reply_to_status_id_str":"1986522147666141480","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,123],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"286469676","name":"š¦ Lakers Vino","screen_name":"VinoUncorked","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"VinoUncorked","lang":"en","retweeted":false,"fact_check":null,"id":"1986481785639973372","view_count":318,"bookmark_count":1,"created_at":1762449139000,"favorite_count":6,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@VinoUncorked Adam Foroughi runs Applovin- founder and next level operator. Iāve always leaned toward founder-led companies","in_reply_to_user_id_str":"286469676","in_reply_to_status_id_str":"1986476600230330835","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[12,92],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"221265116","name":"TJ Nahigian","screen_name":"tjnahigian","indices":[0,11]}]},"favorited":false,"in_reply_to_screen_name":"tjnahigian","lang":"en","retweeted":false,"fact_check":null,"id":"1986473957323907262","view_count":175,"bookmark_count":1,"created_at":1762447272000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@tjnahigian Same. Got crushed on Alibaba LEAPS as well⦠until they finally worked perfectly!","in_reply_to_user_id_str":"221265116","in_reply_to_status_id_str":"1986472589573902812","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[8,82],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"96512137","name":"Pooya Kazerouni","screen_name":"kpooya","indices":[0,7]}]},"favorited":false,"in_reply_to_screen_name":"kpooya","lang":"en","retweeted":false,"fact_check":null,"id":"1986484737914089975","view_count":86,"bookmark_count":1,"created_at":1762449843000,"favorite_count":1,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@kpooya Iām sure many are regretting that now⦠he heard a lot of NOs along the way","in_reply_to_user_id_str":"96512137","in_reply_to_status_id_str":"1986474981321286088","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-08","value":30,"startTime":1762473600000,"endTime":1762560000000,"tweets":[{"bookmarked":false,"display_text_range":[15,173],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1584833889952043009","name":"The Millennial Guy","screen_name":"MillennialGuy","indices":[0,14]}]},"favorited":false,"in_reply_to_screen_name":"MillennialGuy","lang":"en","retweeted":false,"fact_check":null,"id":"1986812760504860708","view_count":19,"bookmark_count":1,"created_at":1762528049000,"favorite_count":1,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@MillennialGuy Absolutely. Founder led companies have outperformed the S&P by approximately 3x over the last 10 years⦠they move faster and often figure out a way to win","in_reply_to_user_id_str":"1584833889952043009","in_reply_to_status_id_str":"1986734086530965843","is_quote_status":0,"is_ai":null,"ai_score":null},{"bookmarked":false,"display_text_range":[14,93],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1500892159305785349","name":"Crypto Daddy Ö","screen_name":"cryptodaaddy","indices":[0,13]}]},"favorited":false,"in_reply_to_screen_name":"cryptodaaddy","lang":"en","retweeted":false,"fact_check":null,"id":"1986811869970268241","view_count":11,"bookmark_count":1,"created_at":1762527837000,"favorite_count":0,"quote_count":0,"reply_count":0,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1986461744831898027","full_text":"@cryptodaaddy Founder led companies have outperformed the S&P by ~3x over the last decade","in_reply_to_user_id_str":"1500892159305785349","in_reply_to_status_id_str":"1986777032353538412","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-09","value":0,"startTime":1762560000000,"endTime":1762646400000,"tweets":[]},{"label":"2025-11-10","value":0,"startTime":1762646400000,"endTime":1762732800000,"tweets":[]},{"label":"2025-11-11","value":0,"startTime":1762732800000,"endTime":1762819200000,"tweets":[]},{"label":"2025-11-12","value":666,"startTime":1762819200000,"endTime":1762905600000,"tweets":[{"bookmarked":false,"display_text_range":[26,138],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"2434351132","name":"Victor Cardenas Codriansky","screen_name":"victorcardenas","indices":[0,15]},{"id_str":"1299456895560740864","name":"Slash","screen_name":"slashapp","indices":[16,25]}]},"favorited":false,"in_reply_to_screen_name":"victorcardenas","lang":"en","retweeted":false,"fact_check":null,"id":"1988391757567140235","view_count":666,"bookmark_count":1,"created_at":1762904512000,"favorite_count":7,"quote_count":0,"reply_count":1,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1988388785927975064","full_text":"@victorcardenas @slashapp āShow me the money!ā As your first investor, I know the numbers those bars represent are even more impressive :)","in_reply_to_user_id_str":"2434351132","in_reply_to_status_id_str":"1988388785927975064","is_quote_status":0,"is_ai":null,"ai_score":null}]},{"label":"2025-11-13","value":43303,"startTime":1762905600000,"endTime":1762992000000,"tweets":[{"bookmarked":false,"display_text_range":[0,88],"entities":{"hashtags":[],"symbols":[],"timestamps":[],"urls":[],"user_mentions":[{"id_str":"1299456895560740864","name":"Slash","screen_name":"slashapp","indices":[79,88]}]},"favorited":false,"lang":"en","quoted_status_id_str":"1988388785927975064","quoted_status_permalink":{"url":"https://t.co/MO3nyTjGPW","expanded":"https://twitter.com/victorcardenas/status/1988388785927975064","display":"x.com/victorcardenasā¦"},"retweeted":false,"fact_check":null,"id":"1988397164339556736","view_count":14216,"bookmark_count":28,"created_at":1762905801000,"favorite_count":48,"quote_count":0,"reply_count":2,"retweet_count":0,"user_id_str":"1110068617","conversation_id_str":"1988397164339556736","full_text":"This is what quietly scaling to $150 million ARR looks like. 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