Krishna Mohammed
@KrishnaM29
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$TSLA, $FOUR, $MTPLF, $MDA.TO
Canada
Joined December 2020
Shift4 powers commerce for life’s most memorable moments and that includes the world’s most important sporting events. When the teams take the field this weekend at @LevisStadium, we’ll be there to deliver the perfect game day experience. 🏈 🏆
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Someone check on burry. Maybe he'll come up with some more clever quotes or blame some sort of accounting tricks. $FOUR
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VELO3D is accelerating prototyping and specialized tooling for semiconductors, with faster iterations and tighter tolerances driving innovation from MEMS to interposers. #TechTrends #Semiconductors #AM #VELO
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$FOUR Burry who is only interested in S4 $30... Went short $NVDA long $GME 🤣🤣. You have a bunch of "value gurus" on here talking about whether $FOUR is really growing at 5% 10% or 12% top line waiting for it to drop from 6x adj EBITDA to 3x for "safety margin" purposes 🤣🤣🤣
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$FOUR I must be trippin. This is the same guy right? He's owned Shift4 in size multiple times at higher prices. But somehow between end of Nov and beginning Jan he had a monumental epiphany that there is accounting tricks afoot. Ppl PAID you to manage money...??
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$FOUR "I was speaking to an investor recently who said, I liken your strategy a lot to Netflix. And what I mean by that is why should I care whether you make a movie and produce the entire thing yourselves or if you go to Cannes and you buy one. Intuitively, I think you're going
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$FOUR S4 is about 45% off it's ATH. But the crying about the stock is at peak levels. New accounts on here have held the stock for about 12s and can't stop crying. It's either severely mispriced & you'll make a very nice return or it's not. No crying in the casino.
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$MDA.TO MDA SPACE SELECTED BY MISSILE DEFENSE AGENCY FOR SHIELD PROG | MDA Space
mda.space
January 8, 2026 (BRAMPTON, ON) – MDA Space Ltd. (TSX:MDA), a trusted mission partner to the rapidly expanding global space industry, today announced it has
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Those committing fraud in Minnesota will be caught and prosecuted to the fullest extent of the law.
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Former VP at Global Payments on $FOUR competitive advantage in stadiums "When you're touching all those points and its's with one platform, I think it's going to be hard for other competitors to go up against that."
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From puck drop to the final buzzer, Shift4 is keeping @NHLFlyers fans fueled as they take on the Golden Knights. 🏒🔥 Whether you’re grabbing snacks or scoring merch, we’ve got you covered throughout the game! #VGKvsPHI
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O Canada — we just hit a major milestone! 🇨🇦🏒 Shift4 is now powering payments at Canadian Tire Centre, home of the Ottawa @Senators — and our first Canadian pro sports venue. From faster lines to smoother transactions, we’re bringing lightning-fast commerce to elevate the fan
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$FOUR Fantastic write up from @FundasyInvestor Whether you're a Shift4 bull or bear. Too many accounts on X doing some lazy research about this company. Claiming Jared is still the CEO and distracted by NASA. @FundasyInvestor is the opposite. https://t.co/6IoMRz3Yuz
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@realroseceline After reading your analysis, I think you would benefit with giving my payments writeup a read: https://t.co/QTUL1tm5l2
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From campus concessions to pro arenas, our roster keeps growing. 🏟️ Shift4 is redefining the fan experience with lightning-fast, reliable payments — keeping lines short and fans focused on the action. We’re now powering payments for fans at these universities!
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A few $FOUR excerpts from CFO Chris Cruz at KBW Fintech Payments Conference
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$FOUR
Game day just got even better for Cincinnati @Bengals fans! 🏈 Shift4 is now powering payments at Paycor Stadium through SkyTab Venue, delivering fast, reliable transactions that keep fans focused on the action — not the concessions line. Learn more: https://t.co/7njGzw0f56
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Shift4 is now powering unforgettable guest experiences at these premier resorts — from check-in to check-out and everything in between. Whether it’s a weekend getaway or a once-in-a-lifetime trip, we’re delivering the tech that makes every stay effortless. 🏨 🏖️
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And we have a gateway volume number: $90B Just for fun: Shift4 can convert 15% (low point batting average as mentioned in 2025 ID) to E2E at 60 bps and 50% (incremental) EBITDA margin = $40m (purchase price of €70m) This is fun $FOUR
€70m purchase price for 140k merchants puts the upfront CAC per merchant at €500. Add another €1000 to convert the merchant from gateway to E2E, so €1500 CAC (while competitors spend 10x that on 'organic' S&M) Textbook Shift4 indeed! $FOUR https://t.co/15Bw7gb51q
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