The Twitter Revolution, Part 2

Why Twitter Is My Largest Position

Twitter (NYSE: TWTR – $56.1 billion) is evolving into an all-in-one creator platform. This shift will lead to massive monetization, more engagement, and more utility for its users. Twitter’s new push for monetization largely centers around Super Follows, e-commerce, and advertising – all of which have tremendous potential.

(Full disclosure: 70% of my portfolio is Twitter stock and call options. My largest options position are the January 2023 $145 strike calls. Read part 1 of The Twitter Revolution here.)

Super Follows

Twitter is currently beta-testing Super Follows, a way for popular users to make money off of super fans by charging for premium content like newsletters, private tweets, and other exclusive content. Last month, Esther Crawford, the Twitter engineer leading Super Follows development, shared more details about the Super Follows initiative.