Turning consumer and business behavior into alpha Inquiries: [email protected] Research: https://xitter.cf/t.co/FZdL5MaQd3 Platform: https://xitter.cf/t.co/4dWj3PD4H7

Dallas, Texas
Joined August 2022
TickerTrends πŸ”¬ retweeted
OpenAI ARR Tracking Reaches $50.44B
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Replying to @Melissa09744266
Added DeepSeek here! I agree DeepSeek gets a ton of coverage, but unlike most open-source labs, it seems to have staying power Similar to the β€œOpenAI” of Chinese open source, first mover and still the lab everyone compares against
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TickerTrends πŸ”¬ retweeted
Additionally, Reddit discussion shows the gap between OpenAI and ClaudeAI subreddits narrowing. r/OpenAI discussion is accelerating while r/Claude discussion is decelerating.
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TickerTrends πŸ”¬ retweeted
$SN The "ChillPill" launched on March 10, 2026 is driving new highs in viewership for SharkNinja on TikTok -
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Replying to @jukan05
The launch of Pokopia has directly coincided with an increase in Switch 2 sales $NTDOY $7974 -
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Replying to @Jack_Raines
$WIX Base44 has surpassed Replit once again!
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TickerTrends πŸ”¬ retweeted
TickerTrends just killed the video game industry
The narrative that’s hit SaaS and co's like $CHGG, $ADBE (AI tutors, AI image editing) can come for gaming $TTWO, $NTES, etc face risk: generative games hit a tipping point The Base44 / vibe coding for video games could eventually become a reality
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TickerTrends πŸ”¬ retweeted
A huge winner $FIGR
Recent IPO with little to no traditional sell side or alternative data coverage? We have some of the best solutions for you. Figure $FIGR +16% today and nearly a double from recent lows. Our Tracker:
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Replying to @toptickcrypto
$BLND Tracking added & Forecast for Blend Platform Revenue Currently forecast is slightly below consensus for Q4 ( can be seen with our forecasting suite 2.45% MOE )
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The last screenshot is why it doesn’t make sense to value $RDDT in a traditional metric sense. With good management, over the long run it will be worth much more than $50bn because of its unique platform.
$RDDT Reddit stock is now up over 29% since our October 14, 2025 research post debunking the false narrative around Reddit's citation drop!
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$LUXE -- Net-a-Porter web traffic growth keeps accelerating, and is now growing faster than Mytheresa.
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TickerTrends πŸ”¬ retweeted
$HIMS website traffic keeps falling 🚨 Are investors concerned about this?
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TickerTrends πŸ”¬ retweeted
We are going to be in SF / Palo Alto this coming week! Email us to meet in person: [email protected]
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$RDDT +8% as others catch on to what @tickerplus outlined below:
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$BYRN +21% today, served to you on a silver platter.
TickerTrends.io - We released a note on $BYRN to Enterprise subscribers
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DraftKings $DKNG app usage is not performing well, data from @tickerplus:
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Replying to @drewfallon12
$DOCS Dr Maretens TikTok, YouTube and Pinterest Trends
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TickerTrends πŸ”¬ retweeted
TickerTrends @tickerplus now has a free trial for their Core tier, which gives you access to a great subset of raw consumer interest data (notably web traffic and TikTok metrics). The web traffic data alone is worth FAR more than the price of the monthly fee and a great add into 3Q earnings. Website: tickertrends.io
No other Alt Data company has the tip of the spear insights that @tickerplus has - here Base44 / $WIX
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TickerTrends πŸ”¬ retweeted
No other Alt Data company has the tip of the spear insights that @tickerplus has - here Base44 / $WIX
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Replying to @BoratSagdiyevB
$ZEPP is a complete turn around ⌚️
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