@AkbarInvests Avatar @AkbarInvests Akbar Invests

Akbar Invests posts on X about $pins, ai, $nbis, pinterest the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 46.23% technology brands 38.68% finance 36.79% social networks 15.09% exchanges 6.6% countries 2.83% financial services 1.89% cryptocurrencies 0.94%

Social topic influence $pins #9, ai 14.15%, $nbis #187, pinterest 10.38%, $crsr #36, in the 8.49%, future 6.6%, strong 6.6%, meta 5.66%, if you 4.72%

Top accounts mentioned or mentioned by @pepemoonboy @sixsigmacapital @undrvalue @scrolltroll2023 @bdinvestingg @drtomslens @steadfast2561 @calebterzian @samsolid57 @mitchmartan98 @mattshumer @halalsn @bourboncap @kalshi @edgeofpower @curiousceptic @hypertechinvest @babyfolio @mrderivatives @wearycenturion

Top assets mentioned Pinterest, Inc. (PINS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Corsair Gaming, Inc. (CRSR) Coinbase Global Inc. (COIN) Reddit, Inc. (RDDT) Docusign Inc (DOCU) Toast, Inc. (TOST) Mario Coin (COIN) Robinhood Markets, Inc. (HOOD) Logitech International SA (LOGI) Shopify Inc (SHOP) Asana, Inc. (ASAN) BlackRock Inc (BLK) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Adobe, Inc. (ADBE) Block, Inc. (XYZ) Metadium (META) AppLovin Corporation (APP) Morgan Stanley (MS)

Top Social Posts

Top posts by engagements in the last [--] hours

"$PINS just reported Full Year and Q4 results. My invalidation criteria has not been triggered: ✅User growth ✅ARPU growth The Q1 guide is the only real concern. Will wait for their call. Q4 2025: Revenue: $1.32B (+14% YoY) Full year revenue: $4.2B (+16% YoY) record but came in lower end of guidance Global MAUs: 619M (+12%) all-time high US MAUs: 105M (+4%) US ARPU: $9.41 (+4%) Europe ARPU: $1.59 (+15%) RoW ARPU: $0.27 (+42%) Adjusted EBITDA: $542M (41% margin) Free cash flow: $1.25B for FY25 (+33% YoY) Share buybacks: $927M in [----] Q1 [----] guidance: $951-971M revenue (+11-14% YoY)"
X Link 2026-02-12T21:13Z [---] followers, [----] engagements

"@bdinvestingg What is the source on this Seems hyper inflated. There are real and severe execution risks in addition to the real risk of demand slowing if AI productivity gains are not measurable across companies I say this as someone invested 40% into Nebius and been invested for years"
X Link 2026-02-14T16:11Z [---] followers, [----] engagements

"Thinking of taking a look at some other "boring" companies and maybe do a deep-dive series. Does anyone have thoughts on the Gaming sector $CRSR $LOGI $HEAR Some interesting numbers especially for Corsair ($1B revenue 27% profit margins and only 600M market cap)"
X Link 2026-01-14T17:24Z [---] followers, [----] engagements

"Dips I bought today: [--]. $PINS shares and $30 strike [----] leaps [--]. $CRSR $5 calls [--]. Sold multiple $NBIS covered calls and bought back at low 94s What did you pick up BREAKING: President Trump says he will no longer be imposing 10% tariffs on EU countries on February 1st. Trump says he has formed the framework for a future deal with respect to Greenland with the Secretary General of NATO. https://t.co/a6yzt0IjSf BREAKING: President Trump says he will no longer be imposing 10% tariffs on EU countries on February 1st. Trump says he has formed the framework for a future deal with respect to"
X Link 2026-01-21T19:59Z [---] followers, [---] engagements

"@BourbonCap Theres always opportunity to capture a large customer base outside of US but often the outside base has a far lower (usually 50% or lower) revenue per customer. Take Meta US/CA vs Rest of world earnings"
X Link 2026-01-30T03:54Z [---] followers, [---] engagements

"returns dont follow a normal distribution overall. Rather they follow a power law: a small handful of companies radically outperform all others. If you focus on diversification instead of single-minded pursuit of the very few companies that can become overwhelmingly valuable youll miss those rare companies in the first place. -Peter Thiel in book Zero to One What is your few companies that will radically outperform https://twitter.com/i/web/status/2017680162066944413 https://twitter.com/i/web/status/2017680162066944413"
X Link 2026-01-31T19:23Z [---] followers, [---] engagements

"You know what's crazier $PINS now belongs on this list. With the 15% layoffs to [----] employees and annualized $4.2B revenue Pinterest now averages $1M per employee. One of the craziest graphics you will ever see. The next to join the Mag [--] is OnlyFans 😭 https://t.co/vssgAFbLKl One of the craziest graphics you will ever see. The next to join the Mag [--] is OnlyFans 😭 https://t.co/vssgAFbLKl"
X Link 2026-02-01T20:31Z [---] followers, [---] engagements

"I don't see anyone giving their thoughts on today's SaaSacre so I'll give it a shot. Super interesting to see these numbers today. $DOCU - 11% $TOST - 8% $SHOP - 8% $ADBE - 7% I understand "AI can replicate" but damn the market is pricing in years ahead of what's actually happening today. Allow me to elaborate AI replicates the function let's say like Docusign's e-signatures. These startups then need a go-to-market strategy and capture the same customers Docusign has integrated with for years (enterprises). They will need to convince these companies to switch which is a business-challenge not"
X Link 2026-02-03T16:54Z [---] followers, [----] engagements

"$DOCU down 12% today isn't because NRR dropped. It didn't. $PINS down 6% isn't because MAU declined. It didn't. They're down because the market is running a simple heuristic: "AI disrupts software and advertising sell everything in the blast radius sort it out later." Some mentioned its because of massive sector rotation and private equity cutting off funding and that seems to be the most plausible. Money is leaving software as a category regardless of individual fundamentals. I don't need more conviction on Pinterest and Docusign. I need to stop checking the price until the next quarterly"
X Link 2026-02-03T23:39Z [---] followers, [---] engagements

"If youre feeling bad about buying the wrong SaaS then take comfort in the fact that $ASAN is down -75% from $141 to $9 all the while its founder Dustin Moskovitz own around 60M shares Misery loves company"
X Link 2026-02-04T16:01Z [---] followers, [---] engagements

"It is simply incredible that even $TOST a leading restaurant tech company growing at +30% ARR providing all-in-one platform from payment processing millions of transactions to inventory and staff management is also down. The market sell-hammer sure does have a wide blast radius. If you're interested in this company my deep-dives in the reply👇 https://twitter.com/i/web/status/2019439818476773707 https://twitter.com/i/web/status/2019439818476773707"
X Link 2026-02-05T15:55Z [---] followers, [---] engagements

"http://x.com/i/article/2019548737144541186 http://x.com/i/article/2019548737144541186"
X Link 2026-02-06T13:58Z [---] followers, [---] engagements

"@Kalshi Why not [----] Matter of fact 10x it to 10000"
X Link 2026-02-07T02:16Z [---] followers, [--] engagements

"Weekend is the time to relax and get your thoughts straight. Understand truly how incumbent SaaS made AI their tailwind and how SaaS who control first-party data are empirically stronger positioned. Dont be paper hands know what you own https://t.co/Xm3RWSuI1j https://t.co/Xm3RWSuI1j"
X Link 2026-02-07T16:20Z [---] followers, [---] engagements

"$XYZ Block cutting 10% again. Their third round since [----]. Classic pandemic overhiring correction dressed up as AI efficiency. Here's the twist: Workers ARE seeing AI gains (5.4% time savings per St. Louis Fed data) but aggregate productivity data shows nothing. The gains exist at individual level but vanish at company level. The reason why it's inconclusive at the company level probably boils down to measurement lag. AI productivity is like trying to measure electricity's impact in [----]. We're still figuring out what to measure. The gains are real but they're hiding in reduced errors faster"
X Link 2026-02-08T17:01Z [---] followers, [---] engagements

"You are not wrong and fair points. But fundamentally the issue has been the confidence in future revenue. What's being earned today is being discounted heavily because the market is not convinced that PayPal has a future (ie they cannot maintain today's earnings/revenue in the future)"
X Link 2026-02-08T20:36Z [---] followers, [---] engagements

"4 out of [--] of my positions (60% of port) report earnings this week $NBIS 40% $PINS 15% $COIN 5% $CRSR 1% (calls) Which ones are you watching"
X Link 2026-02-09T13:34Z [---] followers, [---] engagements

"I've 15% of port in $PINS (down -50% since past year) and have done extensive research and journaled it on X. Even BlackRock increased position to 59M shares. Pinterest has been beaten down despite increased +16% YoY Revenue +800% net income net-cash no debt and all-time higher user base. https://twitter.com/i/web/status/2020854550295400880 https://twitter.com/i/web/status/2020854550295400880"
X Link 2026-02-09T13:37Z [---] followers, [---] engagements

"@edge_of_power This is definitely not a good look. Sunken cost bias is probably at play here for Nvidia. Cant back out and risk your investment going to 0"
X Link 2026-02-09T14:26Z [---] followers, [--] engagements

"I meant from the perspective of Nvidia investment. If Nvidia pulls out out of CoreWeave thats going to spiral the price downwards rapidly. Considering capacity expansion and connected power is not yet where it needs to be to reliably generate revenue then further dilution or debt is the answer which will be the final nail in the coffin for them. So agreed to your point that Nvidia is the only one keeping them afloat https://twitter.com/i/web/status/2020868114250924245 https://twitter.com/i/web/status/2020868114250924245"
X Link 2026-02-09T14:31Z [---] followers, [--] engagements

"@curiousceptic I'm so curious on how this price action is going to go after the SpaceX IPO. Makes me feel good inside just knowing I won't be a part of the roller coaster that is to come"
X Link 2026-02-09T15:40Z [---] followers, [--] engagements

"@HyperTechInvest Waiting on $CRSR earnings this week as I think this will be a tailwind for their revenue and margins similar to how it was a tailwind in Q3"
X Link 2026-02-09T16:52Z [---] followers, [---] engagements

"http://x.com/i/article/2020970321394679808 http://x.com/i/article/2020970321394679808"
X Link 2026-02-09T23:49Z [---] followers, [---] engagements

"A deeper read for those who to learn more on Adtech the technology behind ads the players in the space and how investors can profit from it $RDDT $META $APP $PINS https://t.co/emnH7WOmyA https://t.co/emnH7WOmyA"
X Link 2026-02-10T13:22Z [---] followers, [---] engagements

"@babyfolio Unrelated but yet again another real world example why SaaS sell off is nuanced. By the typical bears logic you see on X Nebius should have just said Claude built me agentic search and integrate it into the backend make no mistakes But lo and behold they didnt do that"
X Link 2026-02-10T17:07Z [---] followers, [---] engagements

"Seems like a double edge sword. On one side you created a pristine product that is loved by millions for its ease of use which creates your user-base. On the other the ease of use now leads your users to making 10x the trading decisions than your typical investor on Fidelity leading to wipe-outs. In other words their product offering is so intuitive it may have turned it into a slot machine. Anecdotally I moved all of my assets out of Robinhood back in 2023ish into Fidelity because Fidelity app was so uninviting and it calmed my temptations https://twitter.com/i/web/status/2021347617737679328"
X Link 2026-02-10T22:16Z [---] followers, [---] engagements

"Peter Thiel in his book Zero to One mentions [--] principles to master to ensure a successful business. The most prominent that I see Anthropic achieved of those is: [--]. Proprietary technology must be 10x than the current incumbent. Opus reasoning and coding ability is top tier. Nothing compares. Not 10x but will get there And [--]. Network effects he emphasizes to be in a niche segment solving a niche problem. Anthropic gave up the race on multimodal and focused exclusively on perfecting coding. Serving the niche segment of providing value to engineers and dominated that market Will be interesting"
X Link 2026-02-11T01:45Z [---] followers, [----] engagements

"Opus does not make mistakes in coding and it understands structure and context immediately. But I dont believe itll be as binary as the author describes. I believe the roles of engineering will become a mix of UX designer and product manager. The core value needed to be created for the end users is still a problem statement that needs to be solved and engineers are equipped with contextual knowledge of what worked what broke and what wont work alongside knowing all the relevant teams and integration points https://twitter.com/i/web/status/2021550009997533247"
X Link 2026-02-11T11:40Z [---] followers, [---] engagements

"For what its worth I have not yet seen compelling evidence or bear thesis on Pinterest. Even across Wedbush and Morgan Stanley. If Pinterest continues to grow US/CAN user base which makes up 80% of their user base and thus grow ARPU then were going to be golden. Reddit grew their ARPU by 40% from $7 to $10 and Meta had blowout Q4 earnings stemming from ads. These are both tailwinds for us So the overall pie is there and growing Pinterest just needs to ensure it capitalizes on its share https://twitter.com/i/web/status/2021607369000489266 https://twitter.com/i/web/status/2021607369000489266"
X Link 2026-02-11T15:28Z [---] followers, [--] engagements

"@DrTomsLens Couldnt agree more. The moat will soon be realized as it relates to first party data. Everyone including institutions is just shaken up If you own stocks you better be ready to see them drop 50% or more - Buffett"
X Link 2026-02-11T16:00Z [---] followers, [---] engagements

"I disagree. If youre referring to todays viral article the empirical evidence in todays world counters his facts and I made a post countering his stance. We are just shaken up by a major technological breakthrough but we continue to forget that models are probabilistic in nature and operate based on what it was fed https://twitter.com/i/web/status/2021617811764691034 https://twitter.com/i/web/status/2021617811764691034"
X Link 2026-02-11T16:10Z [---] followers, [--] engagements

"@Mr_Derivatives Is it still because of the lawsuit Just what % of revenue was the Wegovy drug (Not a shareholder but curious)"
X Link 2026-02-11T16:53Z [---] followers, [---] engagements

""Keeping risk and margin low is essential to survive this." This. The new standard for forward P/E assumptions may end up being reduced by 50% or 80% for the foreseeable future. This means what you thought was a "good" price a year ago may be expensive today even if it ends up exceeding that down the line. https://twitter.com/i/web/status/2021689737027723641 https://twitter.com/i/web/status/2021689737027723641"
X Link 2026-02-11T20:56Z [---] followers, [---] engagements

"I just cant shake the feeling theyre giving up their first party data for a fraction of their revenue. Reddit continues to dish out high quality answers and content in their subreddits Google and ChatGPT continue to reduce website traffic by citing answers. Why is it even worth for them to do this. I would be a buyer if they stopped no question asked https://twitter.com/i/web/status/2021738755732701408 https://twitter.com/i/web/status/2021738755732701408"
X Link 2026-02-12T00:10Z [---] followers, [---] engagements

"Im very happy my invalidation criteria was not triggered for $NBIS as no leadership changes occurred and connected power is on track for 800MW-1GW This maintains my confidence as a long term investor. Also great to see continued execution of their biggest contracts from Meta and Microsoft and that demand continues to outpace supply as stated Now my eyes will be on their liabilities and ability to pay it down or at minimum not see another massive spike as they increased from $300M to almost $8B YoY due to data center acquisition and build costs This is where the pragmatist approach focuses"
X Link 2026-02-12T12:33Z [---] followers, [---] engagements

"@steadfast2561 @SixSigmaCapital The biggest issue is that Reddit data becomes obsolete for models because theyve been trained on enough of it where newest Reddit posts will no longer be necessary. So in the end I imagine even content license will expire and not be renewed"
X Link 2026-02-12T12:48Z [---] followers, [--] engagements

"@SixSigmaCapital Market outflows out of adtech SaaS AI infra and even Fintech has been perplexing to watch. I cant help but have the feeling we are going to see a massive injection of capital and again end up with retail selling low and buying high"
X Link 2026-02-12T17:12Z [---] followers, [---] engagements

"@weary_centurion I look at Coinbase as the custodian for all of crypto for both retail & government until the world figures out if they need or do not need crypto. It's a middleman play for me. I always end up buying in 170-180s and selling 200-300s"
X Link 2026-02-12T20:17Z [---] followers, [--] engagements

"$PINS Journaling my thoughts on the Pinterest earnings call. I don't like this at all Large retailers are pulling back either due to tariffs or due to other factors doesn't matter they're pulling back the strategy for Pinterest is hire a bigger sales team tighten up GTM strategy to gain back these advertisers but also double down on mid tier and small-medium business retailers to make up. They're focusing more on international advertisers too (much lower margin) their monthly queries are 80B a month which is higher than ChatGPT's 75B. But I think from a large retailer perspective I would"
X Link 2026-02-12T22:27Z [---] followers, [---] engagements

"The earnings call is what confirmed my exit. I was so shaken up by what they were saying and not saying. I interpreted management in the following: Our competitors are too strong We're losing large retailers and to make up for it we'll focus on mid-small retailers (who have lower margins/spending power) Were standing up a sales team (you knew US/CAN was growing too slowly why didnt you do this a year ago) Our monthly queries exceeds ChatGPTs who cares if you can't monetize properly Platform is growing and MAU is growing. This is fantastic. Because Pinterest is a fantastic product. But I"
X Link 2026-02-12T22:52Z [---] followers, [----] engagements

"@CalebTerzian @samsolid57 "2026-01-08 BlackRock Inc. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of [--------] shares of Pinterest Inc. (US:PINS)." Multiple sources but here's one: https://fintel.io/so/us/pins/blackrock https://fintel.io/so/us/pins/blackrock"
X Link 2026-02-12T22:54Z [---] followers, [--] engagements

"On a sad day like this at least two of my positions fared well: [--]. $CRSR had [--] $5 strikes sold all for +200%. Maintaining my [--] contracts for $10 strike expiring May [--]. $RIVN also good tailwinds and progress being made there +22% but this is a long term hold"
X Link 2026-02-13T14:43Z [---] followers, [---] engagements

"This post aged in mixed fashion. Bad but not terrible. ❌ $PINS - incompetent leadership that I understood only after hearing them speak. Made a clear post articulating thoughts. Sold all. -50% loss. ✅ $NBIS - operationally fantastic earnings: connected power on track for 800W-1GW and demand continues to outpace supply. I'm not even celebrating the recent price increase. This is a true high-beta stock and changes any moment but you may take comfort in the fact that even Blackrock has a $97 cost average and millions of shares. ✅ $CRSR - My $5 strike calls were deep ITM. Sold all. Holding May"
X Link 2026-02-13T17:14Z [---] followers, [---] engagements

"@MitchMartan98 Here is the genuine market fear for Duolingo a hyperscaler simply taking their lunch but I provide a small product comparison that counters that narrative if youre interested Let's dig further to expose why "AI will destroy SaaS" statements are just clickbait (ragebait for me). Our case study will be $DUOL and $GOOGL with focus from the current product offering of both companies as it relates to systemic education. Chose Google because it is the https://t.co/OmgYsDkvvA Let's dig further to expose why "AI will destroy SaaS" statements are just clickbait (ragebait for me). Our"
X Link 2026-02-14T16:28Z [---] followers, [--] engagements

"@MarioNawfal Its so surprising the barrier to entry being this low. Seems like theres so many alternatives Coinbase Robinhood X Etoro and those are only what I know about"
X Link 2026-02-14T16:40Z [---] followers, [---] engagements

"Bought [----] shares of $CRSR yesterday. -CEO and Director bought [------] shares in Nov25 -Corsair is expanding into edge computing to target developers and researchers. They launched the Origin PC S-Class Edge AI Developer Kit at CES [----] a ready-to-use platform with NVIDIA Jetson Orin NX 16GB Super for up to [---] TOPS in robotics computer vision and real-time AI tasks. -This helps Corsair sell more high-end gear boost sales and cut risk from just gaming ups and downs. -Corsair won CES [----] Innovation Award for the Galleon [---] SD keyboard. It mixes gaming keys with Stream Deck for streamers and"
X Link 2026-01-15T14:45Z [---] followers, [----] engagements

"@mattshumer_ I strongly disagree with your post. I am curious what you think of these counter points since many people seem frightened by your take. [--] The COVID analogy isn't relevant in this context. COVID had verifiable body counts from day one with first confirmed death in Wuhan in January [----]. By end of March CDC logged [----] U.S. deaths (from 122K cases). Source: CDC MMWR report AI lacks these clear measures. Productivity gain reports stay unquantified and anecdotal like the evidence in your article. [--] AI code generates way more bugs than humans. According to CodeRabbit's [----] study AI"
X Link 2026-02-11T15:47Z [---] followers, [---] engagements

"RT @AkbarInvests: @mattshumer_ I strongly disagree with your post. I am curious what you think of these counter points since many people s"
X Link 2026-02-11T15:56Z [---] followers, [--] engagements

"Today for $PINS I don't expect the stock price to skyrocket to my base case of $41 that I laid out in Dec'25. I still maintain my base case target. What I expect is input-focused not price outcome: Increase in ARPU similar to how Reddit improved from $7 to $10 ARPU. The high-intent userbase of Pinterest must be monetized efficiently not spammed with ads. Increase in US/CAN userbase growth marking the 10th straight consecutive quarter of user growth. This userbase captures 80% of revenue and 20% of users. Revised guidance UPWARDS due to acquisition of tvScientific which unlocks a revenue"
X Link 2026-02-12T19:08Z [---] followers, [---] engagements

"Combing through $NBIS earnings release and I'm wondering: what's not to love Microsoft tranche delivered on time. First tranche November [----] remaining on schedule. Meta fully delivered. Both tranches complete now in servicing stage. Positive operating cash flow. $834M in Q4. They're no longer bleeding cash EBITDA positive at group level. First time ever. 24% margin in core AI business and improving each quarter (10% 19% 24%). Customer diversification. No longer just hyperscalers. Healthcare (Genesis Molecular) Robotics (World Labs) Media (Higgsfield Photoroom). Owned data centers. "Vast"
X Link 2026-02-12T20:31Z [---] followers, [---] engagements

"Just in $PINS Earnings: Unhappy with Q4 growth (despite revising guidance down by 1% in Q3) Softness from large retailers in Q4. Near term headwinds Now competing with full funnel budgets and made progress on growing with mid-market and SMB but not enough to offset headwind. Translation: they're diversifying away from their top retailers Q4 made it clear that they need sophisticated go-to-market strategy & sales. $PINS just reported Full Year and Q4 results. My invalidation criteria has not been triggered: ✅User growth ✅ARPU growth The Q1 guide is the only real concern. Will wait for their"
X Link 2026-02-12T21:46Z [---] followers, [---] engagements

"$PINS Lowlights (Taken from call + release) Q1 guidance implies deceleration. Q4 was +14% YoY. Q1 guide is +11-14% (951-971M) Market reacted decisively to guidance not results. tvScientific mentioned in the earnings call but doesn't seem like revenue is complemented by this acquisition. In other words its too early to tell and regulatory approval needed to be closed. US revenue growth (+9%) slower than international. US & Canada is the profit engine but growing slowest. Global ARPU only +2% YoY. Dragged down by RoW user growth diluting the average. Not a problem if US holds but optically"
X Link 2026-02-12T22:00Z [---] followers, [---] engagements

"At least one of my positions had good earnings $CRSR: 12% Full Year [----] Revenue Growth to $1.5B 30% Full Year [----] GAAP Gross Profit Increase to $425.9 Million Record Full Year [----] GAAP Gross Margin of 28.9% 84% Full Year increase in Adjusted EBITDA to $100.6 Million Above Guidance $50 Million Share Repurchase Approved and reduced debt by $52M Bought [----] shares of $CRSR yesterday. -CEO and Director bought [------] shares in Nov25 -Corsair is expanding into edge computing to target developers and researchers. They launched the Origin PC S-Class Edge AI Developer Kit at CES [----] a ready-to-use"
X Link 2026-02-12T22:33Z [---] followers, [---] engagements

"We sometimes assume $NBIS Nebius is selling GPU capacity. I actually think they're selling GPU scarcity. The distinction: If you're selling capacity you're a commodity. You compete on price. When newer chips flood the market your old chips are worth less. If you're selling scarcity you're selling access. The customer is paying because they can't get chips anywhere else and they need them now to train their model before their competitor does. Evidence from this earnings release: "Demand again exceeded capacity in our core AI cloud business. We operated at peak utilization during the quarter"
X Link 2026-02-13T15:55Z [---] followers, [---] engagements

"Asana the work management platform that improves organization productivity delivered killer Q3 earnings yet its down -25% to $11.43 and marked a fresh [--] week low. What the hell happened $ASAN has: ✅delivered Q3 revenue of $201 million up 9% year-over-year beat the high end of guidance ✅RAISED its full-year FY26 revenue and operating income guidance improved net retention generated positive adjusted free cash flow ✅repurchased $30.8 million in shares and launched AI Teammates poised to drive productivity gains. It is yet again exclusively because of net-retention-rate (NRR aka the 'loyalty"
X Link 2026-01-15T13:17Z [---] followers, [---] engagements

"Software-as-a-service companies which can be tracked via the ETF $IGV has taken a total beating -12% in the past year as of Jan [--] [----] vs $SPY +15% return. A remarkable 27% under-performance. So http://x.com/i/article/2017355260054945792 http://x.com/i/article/2017355260054945792"
X Link 2026-02-02T15:52Z [---] followers, 39.6K engagements

"$NBIS investors be cautious of all the froth and nonsense you see on X regarding this company. You must have invalidation criteria of when you know without a doubt to exit or re-evaluate the company and I say this as someone who has 40% of portfolio in Nebius and invested since [----]. X posts on Nebius have shifted from being well-rounded theses that address both bull and bear (power constraints regulatory approvals CapEx fears) cases to just straight up slop of "Nebius will 10x by 202X🚨" There are many X creators who have posted ridiculous and unsubstantiated price targets for end of year"
X Link 2026-02-10T16:01Z [---] followers, [---] engagements

"Big day for me tomorrow. Earnings report for: $NBIS at 40% of portfolio $PINS at 15% $COIN at 5% $CRSR at 1% Im not looking for an increase in stock price. Im looking to ensure my theses I laid out were accurate. Or I get wrecked. Lets see how this post ages🤝"
X Link 2026-02-11T14:22Z [---] followers, [---] engagements

"A strong close for the year. Onwards $NBIS Full year revenue reached $529.8 million a 479% increase from $91.5 million in [----]. Adjusted EBITDA loss narrowed to $64.9 million from $226.3 million the prior year. Net income from continuing operations turned positive at $29.0 million compared to a $352.0 million loss in [----]. Cash position grew to $3.7 billion supported by $402 million in operating cash flow from continuing operations. Property and equipment expanded to $5.6 billion after $4.1 billion in capital spending. Today we reported our Q4 and full-year [----] financial results. The"
X Link 2026-02-12T12:46Z [---] followers, [---] engagements

"No. But I can't just end the article right there and then now can I An inside look at some of the decision making companies go through. A CEO announces +$100 billion in capital expenditure. The http://x.com/i/article/2021937967720214528 http://x.com/i/article/2021937967720214528"
X Link 2026-02-12T14:42Z [---] followers, [--] engagements

"I can't help but shake the feeling that we are going to see a historical reversal in companies who've been beaten down despite stellar performance. The biggest buying opportunity being created by institutions for institutions with Retail selling on the drops and buying back at highs"
X Link 2026-02-12T15:53Z [---] followers, [--] engagements

"Man. So much thoughts. My invalidation criteria was not triggered I needed to see MAU & ARPU growth and I did. But things took a really bad turn when management started talking. After cutting through corporate-speak I realized they knew this was coming and they were slow to react to all of the headwinds. Large retailers have started pulling back either due to tariffs or due to saving ad-budget to spend on ChatGPT maybe doesn't matter they're pulling back The answer to losing your big-earners was to tighten up GTM strategy and hire a bigger and more effective sales team. This rudimentary"
X Link 2026-02-12T23:41Z [---] followers, [---] engagements

"Linking my reply in another thread that better articulates thoughts https://x.com/akbarinvests/status/2022093688168435886s=46 @samsolid57 Man. So much thoughts. My invalidation criteria was not triggered I needed to see MAU & ARPU growth and I did. But things took a really bad turn when management started talking. After cutting through corporate-speak I realized they knew this was coming and they were slow https://x.com/akbarinvests/status/2022093688168435886s=46 @samsolid57 Man. So much thoughts. My invalidation criteria was not triggered I needed to see MAU & ARPU growth and I did. But"
X Link 2026-02-13T03:41Z [---] followers, [---] engagements

"Do you know anyone whos struggling in your circle or outside of it You can hit up someone that knows them and give them the money to give them a few weeks of grocery. Or give directly yourself if you dont want anonymity. Youll be able to know for sure yourself it went to good use. This is great to see Sergio 🤝 https://twitter.com/i/web/status/2022476094956310578 https://twitter.com/i/web/status/2022476094956310578"
X Link 2026-02-14T01:00Z [---] followers, [---] engagements

"@undrvalue I think weve all said the same thing in different words. Unfortunately I think reality is that if there is no upward revision of guidance or growth does not meet the high end of estimates then there is [--] appetite for SaaS. In other words it may not be a V shaped recovery"
X Link 2026-02-15T01:39Z [---] followers, [--] engagements

"@aleabitoreddit Fundamentals are solid for $ETOR but they need a differentiating factor. Market is pricing in Robinhood and Coinbase continuing to erode market share and user base. The Copytrading tool is easily replicable unless already heavily patented (but I doubt it)"
X Link 2026-01-15T17:26Z [---] followers, [----] engagements

"https://x.com/realroseceline/status/2021989340050846194s=20 $NBIS If 80% of capex is going to GPUs that means the vast majority of the investment is in hardware that depreciates quickly and becomes obsolete fast. And is also exposed to pricing pressure albeit perhaps to a lesser degree. The good part is GPUs can scale with demand so https://x.com/realroseceline/status/2021989340050846194s=20 $NBIS If 80% of capex is going to GPUs that means the vast majority of the investment is in hardware that depreciates quickly and becomes obsolete fast. And is also exposed to pricing pressure albeit"
X Link 2026-02-12T20:31Z [---] followers, [---] engagements

"I had short dated Apr'26 calls for $30 strike in $TOST who reported earnings today. Market seems unimpressed by: ARR $2.0 billion up 26% year over year. Total Locations increased 22% year over year to approximately [------] Gross Payment Volume (GPV) increased 22% year over year to $51.4 billion. GAAP net income $101 million in Q4 [----] compared to $33 million in Q4 [----]. $500M share buyback It looks like market is pricing in that Toast is decelerating given their Q1 guidance was 20-24% growth (as opposed to 25-26%+ per usual) But I believe this price action is unjustified and I expect a bounce"
X Link 2026-02-12T23:03Z [---] followers, [---] engagements

"(2 min read) People love saying "Buy $SPY and forget" but let's discuss the deeper truth: why we should have real conviction in America's future. The bear case is you doubt the US can keep pulling in http://x.com/i/article/2010752179930640384 http://x.com/i/article/2010752179930640384"
X Link 2026-01-13T17:56Z [---] followers, [---] engagements

"I learned a painful lesson yesterday on $PINS yesterday and I lost a lot of money. It's a bit of long one but I need to get it off my chest. As soon as earnings report hit I reviewed the financials and to me it seemed OK. The stock price immediately tanked -15% after earnings. But I was not phased at all. This is because my invalidation criteria did not trigger. I needed to see user growth and ARPU growth and I saw US MAU +4% and US ARPU +4% so they both technically "passed". But the quality of the story matters not just the metrics. Everything turned horrendous once the earnings call"
X Link 2026-02-13T14:34Z [---] followers, [----] engagements

"America as a vessel has been built and chiseled to become a growth engine. A capitalist flywheel that makes the world go round Regardless who is President who controls Congress or Senate or the dominant doomsday headline Long America. https://t.co/kmlGHYam6S https://t.co/kmlGHYam6S"
X Link 2026-02-15T17:25Z [---] followers, [--] engagements

"$RDDT has fallen about 27% since I made this post. As we approach Feb [--] earnings the key metrics you want to watch out for will be: Daily active user (DAU) growth: Reddit boasted strong +19% YoY growth in their Q3 earnings. If it repeats and posts another strong showing this fundamentally answers the question that future revenue should be in-tact. In other words institutions look for this metric to answer the question: "will money keep flowing in or will it stop some time in the future" Next after posting DAU growth you want to ensure that the right geographies grew. How do we define right In"
X Link 2026-01-30T16:35Z [---] followers, [---] engagements

"@HalalSN Nice job on resisting the FOMO and waiting for the dip"
X Link 2026-01-30T16:53Z [---] followers, [--] engagements

"@yianisz Nebius cooling off before earnings is a really good thing in my view. Level sets expectations for investors and removes the euphoria around it"
X Link 2026-01-30T20:57Z [---] followers, [---] engagements

"@BrianFeroldi Fully agreed. For those who are nervous. Just take a look at this hypothetical but backtested example of Bob the world's worst investor who invested $184K during market tops"
X Link 2026-01-30T21:51Z [---] followers, [--] engagements

"Agreed. It implies sophistication and precision in their analysis but reality is different. Deutsche bank raised and lowered their SP500 targets for [----] multiple times from [----] to [----] then back to [----]. Unfortunate reality is they change their mind and take down retail investors with them who thought the forecast was solid https://twitter.com/i/web/status/2017671768920514750 https://twitter.com/i/web/status/2017671768920514750"
X Link 2026-01-31T18:50Z [---] followers, [--] engagements

"@duckman1717 I disagree. tldr: Network effects high switching costs whole product offering delivers the moat for $DOCU. https://x.com/AkbarInvests/status/2013608313661862254s=20 You don't know what you're talking about when you say "AI eats the lunch of SaaS". Let's use $DOCU as an example. NRR the most important metric for SaaS is up FCF margins are improving and it'll continue to deliver value in the AI era through: 1) whole product experience https://t.co/1lzSF2OMc2 https://x.com/AkbarInvests/status/2013608313661862254s=20 You don't know what you're talking about when you say "AI eats the"
X Link 2026-01-31T20:24Z [---] followers, [--] engagements

"@fiscal_ai "Executives should spend most of their time managing their company in private not promoting it to the investing public. All too often CEO's complain that their stock is undervalued no matter how high it goes" Benjamin Graham's Intelligent Investor"
X Link 2026-01-31T22:14Z [---] followers, [----] engagements

"People forget that bears have always made the strongest arguments while riding on the hype of stocks losing [--] [--] or +50% of their value. Every time the arguments are strong and every time the companies whose fundamentals are strong leadership is technical and who provide a product offering valuable to customers always prevail. Always. As someone in the industry I'm totally surprised how binary people on X have become on SaaS and all I see is "all SaaS is dead". I'll be dropping a deeper X article with focus on $ADBE with specific focus on Adobe's core + whole product offering and compare"
X Link 2026-02-01T18:15Z [---] followers, [---] engagements

"Ben Graham argues that the best distinction between the investor and speculator is their attitude towards stock-market movements. Speculator: Anticipating and profiting from market fluctuations. He adds "if you want to speculate do so with your eyes open knowing that you will probably lose money in the end" Investor: acquiring and holding companies at reasonable prices. He emphasizes that once you create a portfolio of sound stocks sizeable declines should not concern you because the fundamentals are strong. He emphasizes "the investor should be prepared psychologically" Which one are you"
X Link 2026-02-01T18:47Z [---] followers, [---] engagements

"I found I spent a couple hours on a weekend comparing SEC filings of companies. So I bought Claude subscription and coded a simple web based comparison tool that immediately shows me all the source data. Comparison and overview of financials for me is in minutes now. Other similar apps were either paid subscription or too busy/complex https://twitter.com/i/web/status/2018067350571077847 https://twitter.com/i/web/status/2018067350571077847"
X Link 2026-02-01T21:02Z [---] followers, [--] engagements

"@SixSigmaCapital Tagging you as we had talked about this earlier - would love to hear your thoughts"
X Link 2026-02-02T15:53Z [---] followers, [----] engagements

"Its because their speculation horizon (not investment horizon) is [--] year. The hyper bull market has pampered everyone. They expect results now and couldnt be more detached from reality. But there are those who understand that patience is key for future compound growth and those people I appreciate so much https://twitter.com/i/web/status/2018361157967638931 https://twitter.com/i/web/status/2018361157967638931"
X Link 2026-02-02T16:29Z [---] followers, [---] engagements

"Thanks for the feedback. I agree a metric like Net-retention-rate which measures if the same customers are paying more (100%) or less (100%) would clarify this. Docusign does this but I think Adobe due to business complexity does not. A similar way to measure (although not as accurately) would be RPO 'remaining performance obligations' which is on the rise for Adobe. But again this doesn't tell us if these are new customers or old customers increasing spend. https://twitter.com/i/web/status/2018445598840811576 https://twitter.com/i/web/status/2018445598840811576"
X Link 2026-02-02T22:05Z [---] followers, [--] engagements

"Excellent write up. I covered a similar angle on SaaS both in an article and a post. I made Docusign a part of my portfolio around $53 cost avg. The most important metric for SaaS is NRR which measures if the same customers or paying more or less than before and Docusign recently posted 102% NRR. Thats the #1 sign that the product offering is still valuable couple that with 9-10% net income margin and you have yourself an undervalued business. Dropped you a follow🤝 https://twitter.com/i/web/status/2018485994287190076 https://twitter.com/i/web/status/2018485994287190076"
X Link 2026-02-03T00:45Z [---] followers, [---] engagements

"For modern investors investing into an index carries an unsexy connotation. But if we phrase it differently and sayin the last five years those who invested saw +86% returns with doing nothing but automatic deposits then maybe it would be more compelling for the newer generation of investors. But this market of swinging 100%+ gains in a single trade has spoiled people https://twitter.com/i/web/status/2018486851204497903 https://twitter.com/i/web/status/2018486851204497903"
X Link 2026-02-03T00:49Z [---] followers, [---] engagements

"Thanks for the feedback and agreed. On your point lets say Higgsfield could but even then the customer segment Higgsfield could target or niche early adopters which only capture 15% of the customer base. They still have to create a compelling product offering to capture early and late majority for which you need network effects and a vastly different product than what early adopters want"
X Link 2026-02-03T12:38Z [---] followers, [--] engagements

"PayPal lowered revenue guidance and branded checkout volume decreased to 1% vs 6% last year. Add to that EPS was 1.23$ missing consensus of $1.29 Catastrophic for a payments processor I used to be a $PYPL shareholder for three years until I sold last year. Two fundamental reasons why I sold: A leadership team that is completely unimaginative to the point that they were incompetent. They did not and still could not know what to do with the companys main product offering The network effects of payments was far less sticky that what people thought. Shopify Apple and Google took meaningful chunks"
X Link 2026-02-03T12:59Z [---] followers, [---] engagements

"What's your take on it I just put out some of my thoughts on today's newest 'SaaSacre' but I'm perplexed at all of this Tldr; the market is pricing in years ahead of AI-startups or AI-integrations eating into these companies like Toast Shopify Adobe and Docusign. They're pricing in the fact that solving the engineering problem (i.e creating the core function of e-signatures) will eat these companies alive https://twitter.com/i/web/status/2018730935391256861 https://twitter.com/i/web/status/2018730935391256861"
X Link 2026-02-03T16:58Z [---] followers, [--] engagements

"@Chad_Marrocco Thanks for the feedback. Didnt even catch Intuit but yes they got hit hard too with -11% drawdown as tax season across millions of customers is upon us"
X Link 2026-02-03T17:03Z [---] followers, [--] engagements

"@HalalSN I also do believe this is overblown. The market is pricing in that AI overnight will bulldoze through all the business problems these companies have solved"
X Link 2026-02-03T17:06Z [---] followers, [--] engagements

"@undrvalue Exactly. I actually thought that Meta earnings would be a tailwind for Pinterest but apparently not. Wild wild volatility Im seeing and honestly believe the best course is inaction at this point. You were one of two people who nailed the sector rotation thesis"
X Link 2026-02-03T23:54Z [---] followers, [--] engagements

"lol Im glad I saw this They are entirely distinct companies operating in different industries: creative software versus language education. One is a monster cash flow wise while the other is coming down from stratospheric highs. That said both stand out as prime examples of SaaS businesses that deliver a "whole product" experience: end-to-end workflows deep integrations gamification for stickiness (in DUOL's case) and high switching costs (Adobe) that go beyond what AI can easily commoditize. They're not the same but the moat they share is what makes them resilient amid the current market"
X Link 2026-02-04T00:21Z [---] followers, [--] engagements

"@ScrollTroll2023 💯 Their annualized revenue will be around $4.2B for FY25 and add to this that their workforce is being cut to 4K from 4.7K employees means each employee is set to generate $1M. Pinterest truly is caught in the blast radius"
X Link 2026-02-04T00:53Z [---] followers, [--] engagements

"@ScrollTroll2023 Nice find I'll check it out tonight. I have about 15% of my portfolio in Pinterest at this point with avg $26. I think it's totally mispriced. You might like this article I wrote on it a while ago: https://x.com/AkbarInvests/status/2009638101241454681s=20 https://t.co/s1wJpsy4vT https://x.com/AkbarInvests/status/2009638101241454681s=20 https://t.co/s1wJpsy4vT"
X Link 2026-02-04T01:04Z [---] followers, [--] engagements

"Excellent work I think this will play out as a mixture of your stated [--] & [--]. Retail is buying the dip and the democratization of financial media has made millions better informed but also there are cracks in SaaS. I dont truly see a need for Asana at all for example AI integrations through Slack can get the job done and on track. Im sure there are others like that The sector shift has proclaimed all SaaS as dead but a fundamental truth is missing: do you really think that companies who have billions of cash no debt and growing NRR are just going to sit there and let AI take over No. Theyve"
X Link 2026-02-04T14:25Z [---] followers, [---] engagements

"Agreed. I own Docusign and made a similar post about this as well. Software commoditization has been occurring for years startups have always challenged the big guys with offering cheaper prices but the incumbents rarely feel pressure because of: i) network effects ii) whole product offering of the incumbent outpacing the core product offering of the challenger and iii) high switching costs - enterprises do not want to switch simply because something is cheaper or can be done in-house because they understand the long-term costs of maintaining your own code your own expertise and not having a"
X Link 2026-02-04T16:23Z [---] followers, [---] engagements

"$RDDT earnings is tomorrow after market-close. Read this below to be best prepared 👇 Reddit content-licensing to LLM's is them selling off their greatest asset. If their leadership did not find a stop-gap to it then that may be reflected in lower DAU and thus low ARPU $RDDT has fallen about 27% since I made this post. As we approach Feb [--] earnings the key metrics you want to watch out for will be: Daily active user (DAU) growth: Reddit boasted strong +19% YoY growth in their Q3 earnings. If it repeats and posts another strong showing this https://t.co/rpjXUpwXnV $RDDT has fallen about 27%"
X Link 2026-02-04T21:36Z [---] followers, [---] engagements

"Many of my picks are failing YTD but at least selling $HOOD last month after holding for three years was not one of them. Helped lock in profits Sold a $130 strike call expiring next week for $211 credit on $HOOD to sell my remaining [---] shares. Thisll mark my last tranche for Robinhood and a full exit for about 360% total gain. Bulls make money bears make money but pigs get slaughtered. Exit rules are needed. https://t.co/S5VZpeznnw Sold a $130 strike call expiring next week for $211 credit on $HOOD to sell my remaining [---] shares. Thisll mark my last tranche for Robinhood and a full exit"
X Link 2026-02-05T14:39Z [---] followers, [---] engagements

"@finance_intell Yesterday I had to buy Coinbase for the third-time in my investment career and every time I bought in the 160-170s and selling in 300's Meanwhile I complain about Coinbase lack of imaginative leadership but at these prices there's nothing to complain about"
X Link 2026-02-05T16:05Z [---] followers, [--] engagements

"Journaling my thoughts: $IREN - the 19% miss on revenue and onset of panic is highly likely going to bleed over to $NBIS in the coming days. It looks like for now the low end of $39 estimate was true. $NBIS - with how shaken the market is right now ARR no longer cuts it. Actualized revenue is needed to regain market trust. For Nebius this means the est. revenue of $243MM cannot have a catastrophic miss like Iren. Any beat in revenue solidifies the price action floor. If there is a miss there will be more short-term pain. Market demands results now. I do not expect further deals given 2026"
X Link 2026-02-05T21:33Z [---] followers, [----] engagements

"$RDDT Q4 [----] earnings are out. Most importantly Reddit demonstrated strong +19% DAU growth✅ This validates future revenue is in tact Average revenue per user (ARPU) grew from [----] to 10.79$✅ These two points combined tell me that Reddit content-licensing its first-party data to LLM's does not seem to be creating any headwind to site usage or ad conversion Congrats Reddit bulls these are great signs. $RDDT has fallen about 27% since I made this post. As we approach Feb [--] earnings the key metrics you want to watch out for will be: Daily active user (DAU) growth: Reddit boasted strong +19% YoY"
X Link 2026-02-05T22:20Z [---] followers, [---] engagements

"Cc @DrTomsLens this is similar to your thoughts on first party data and data platforms but with a specific SaaS of Docusign as case study"
X Link 2026-02-06T14:17Z [---] followers, [---] engagements

"I've gone deeper on research on $PINS than anyone I've seen on X and I still maintain my 15% portfolio allocated to it. I'm currently down -23% on the position. Next week is when Pinterest reports FY25 earnings. Despite my bullishness I have two mission-critical invalidation criteria which if met means I revisit my position or sell: First I need to see continued strong DAU growth. If DAU growth misses then the fallback criteria is I need to see an increase in US/CAN users. Why is US/CAN user growth an acceptable trade-off if overall user growth weakens Pinterest monetizes about 80% of their"
X Link 2026-02-06T16:04Z [---] followers, [---] engagements

"I'm a huge Pinterest bull and you can find many of my posts on it in my profile. Give me a follow if you enjoy the content helps me as a tiny account. Here's one where I break-down the three analyst bearish sentiment and provide counter arguments: https://x.com/AkbarInvests/status/2008552056311738514s=20 https://t.co/uJtt0VEeol https://x.com/AkbarInvests/status/2008552056311738514s=20 https://t.co/uJtt0VEeol"
X Link 2026-02-06T16:04Z [---] followers, [---] engagements

"Typically with layoffs an immediate company-wide restructuring follows and we can see a glimpse of evidence in their 8K statement: "The Company is taking these actions to support its transformation initiatives including but not limited to (i) reallocating resources to AI-focused roles and teams that drive AI adoption and execution (ii) prioritizing AIpowered products and capabilities and (iii) accelerating the transformation of its sales and go-to-market approach." To me I interpret it is: we've gotten fat now we need to become lean and spread people around to the departments that matter:"
X Link 2026-02-06T16:47Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing