@Ashton_1nvests Ashton Invests

Several investors are focusing on high-quality companies with strong fundamentals, such as $SOFI, $AMZN, $PYPL, $ADBE, and $AMD, which are seen as long-term growth opportunities. These companies are involved in various sectors, including fintech, e-commerce, cloud computing, and AI infrastructure. Investors are accumulating these stocks, citing their potential for long-term compounding and growth.

Engagements: [-------] #

• [--] Week [-------] +6.20%
• [--] Month [---------] +46%
• [--] Months [----------] -7.70%
• [--] Year [----------] +305%

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• [--] Week [---] +8.50%
• [--] Month [-----] +85%
• [--] Months [-----] +14%
• [--] Year [-----] -8.10%

Followers: [------] #

• [--] Week [------] +0.87%
• [--] Month [------] +3.70%
• [--] Months [------] +44%
• [--] Year [------] +380%

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Social Influence

Social category influence stocks #2653 finance #4139 technology brands 22.2% cryptocurrencies #7224 social networks 2.06% nfl #4465 exchanges 0.46% celebrities 0.46% countries 0.46% financial services 0.46%

Social topic influence $sofi #12, $zeta #32, $oscr #10, stocks #687, ai 7.55%, $snap #5, $amd #48, $amzn #52, business 6.41%, strong #805

Top accounts mentioned or mentioned by @alleninvests @alex70848763197 @jetson_dad @3kcomeback @wheelieinvestor @retiredlifenc @findleysfinance @nota_bull @bagholderiq @drp825_ @akinatorassets @fantstockleague @edgaralandough @growthrapidly @wealthmatica @bitcointeacher_ @financejack44 @moneynomads1 @vance_roberts5 @marketmatrixs

Top assets mentioned RAI Finance (SOFI) ZetaChain (ZETA) Oscar Health, Inc. (OSCR) Snap, Inc. (SNAP) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) UnitedHealth Group (UNH) PayPal Holdings Inc (PYPL) Adobe, Inc. (ADBE) Now Coin (NOW) Hims & Hers Health, Inc. (HIMS) Metadium (META) fuboTV Inc. (FUBO) Alphabet Inc Class A (GOOGL) PancakeSwap (CAKE) Salesforce Inc (CRM) Robinhood Markets, Inc. (HOOD) SoFi Technologies, Inc. Common Stock (SOFI) Lemonade, Inc. (LMND) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Novo-Nordisk (NVO) The Honest Company, Inc. (HNST) ServiceNow Inc (NOW) AbCellera Biologics Inc. (ABCL) Microsoft Corp. (MSFT) Grab Holdings Limited Class A Ordinary Shares (GRAB) Eli Lilly and Company (LLY) Celsius Holdings, Inc. Common Stock (CELH) Upstart Holdings, Inc. (UPST) Nebius Group N.V. Class A Ordinary Shares (NBIS) Mario Coin (COIN) Iris Energy Limited (IREN)

Top Social Posts

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

"5/ $OSCR Oscar Health continues to grow membership and tighten up cost discipline. Its still early but improvement in margins and unit economics has shown that the business is capable of sustainable growth. The market hasnt fully priced in that maturation yet"
X Link 2026-02-13T15:41Z 30.5K followers, 13.1K engagements

"Everyone wants 10x returns. But very few can handle 50% drawdowns"
X Link 2026-02-12T19:00Z 30.5K followers, 20K engagements

"Explain to me like I am [--] why $HIMS is down to the $15s"
X Link 2026-02-12T19:42Z 30.5K followers, 57.8K engagements

"@steelers Sign Gainwell"
X Link 2026-02-13T04:27Z 30.5K followers, [---] engagements

"4/ $ZETA Zetas revenue trajectory is improving free cash flow is turning positive and margins are expanding as the business scales. While the stock hasnt reflected it yet the underlying fundamentals are moving in the right direction especially with AI-driven marketing demand. https://twitter.com/i/web/status/2022335237124940006 https://twitter.com/i/web/status/2022335237124940006"
X Link 2026-02-13T15:41Z 30.5K followers, 13.6K engagements

"@MarketMatrixs Lets go $ZETA"
X Link 2026-02-13T15:53Z 30.5K followers, [---] engagements

"@SOUKCOMMUNITY $ZETA"
X Link 2026-02-13T15:54Z 30.5K followers, [---] engagements

"Im bullish on $CAKE for the long term for a few simple reasons: - The core business is still putting up real numbers. In Q3 FY2025 revenue was $907.2M up from $865.5M last year with $31.9M in net income. - Theyre quietly back in growth mode. Management guided for [--] restaurant openings in the first half of [----] and said the development pipeline remains on track. - The hidden growth levers are real. Their next leg isnt just Cheesecake Factory locations. North Italia is doing roughly $8.0M AUV with mature margins around 18.2% and Flower Child is doing $4.8M AUV with mature margins around 20.4%."
X Link 2026-02-13T19:00Z 30.5K followers, [----] engagements

"2/ $AMD Secular Growth In AI & Data Center Advanced Micro Devices continues to take share in CPUs and AI-optimized GPUs. The acceleration in data center revenue and margin expansion points to improving competitive positioning in cloud + AI infrastructure long-term structural demand that hasnt fully priced in. https://twitter.com/i/web/status/2022691237023879545 https://twitter.com/i/web/status/2022691237023879545"
X Link 2026-02-14T15:15Z 30.5K followers, [----] engagements

"5/ $LMND High Growth With Improving Fundamentals Lemonades AI-driven insurance model has shown strong top-line growth and improving retention. The shift to digital distribution and cost efficiencies driven by technology gives it a structural edge over traditional insurers. https://twitter.com/i/web/status/2022691247664910712 https://twitter.com/i/web/status/2022691247664910712"
X Link 2026-02-14T15:15Z 30.5K followers, [----] engagements

"@BourbonCap Yes $SOFI"
X Link 2026-02-14T15:52Z 30.5K followers, [----] engagements

"@49ersSportsTalk @RapSheet Steelers get him back fr"
X Link 2026-02-13T04:49Z 30.5K followers, [----] engagements

"3/ $AMZN Amazon still grows across multiple massive verticals AWS advertising e-commerce and now AI infrastructure. Operating income and operating cash flow remain extremely strong and the long-term investment in AWS and ads positions it for compounding through the next decade. https://twitter.com/i/web/status/2022335232888770715 https://twitter.com/i/web/status/2022335232888770715"
X Link 2026-02-13T15:41Z 30.5K followers, 13.4K engagements

"In my opinion $OSCR should be AT LEAST $20 right now"
X Link 2026-02-13T18:08Z 30.5K followers, [----] engagements

"@StockChaser_ Love $UNH here"
X Link 2026-02-14T14:17Z 30.5K followers, [---] engagements

"@Investinc_Intel Marry $SoFi date $zeta and bye bye $ONDS"
X Link 2026-02-14T15:56Z 30.5K followers, [----] engagements

"@MarketMatrixs $ZETA and $OSCR"
X Link 2026-02-14T15:59Z 30.5K followers, [---] engagements

"@SCHDaccumulator Can I do $SOFI"
X Link 2026-02-14T16:00Z 30.5K followers, [---] engagements

"Taking my girl out for a nice steak dinner surprising her with some flowers and a big stuffed animal because she loves that stuff. What are you guys doing for Valentines Day"
X Link 2026-02-14T17:34Z 30.5K followers, [----] engagements

"@LyleHender56329 Its trading at a [--] forward PE"
X Link 2026-02-14T20:39Z 30.5K followers, [---] engagements

"@ThePumponomics Bro wheres Amazon"
X Link 2026-02-14T20:39Z 30.5K followers, [---] engagements

"Which [--] stocks are the backbone of your portfolio"
X Link 2025-06-07T02:00Z 30.2K followers, 35.7K engagements

"My Favorite Stocks in Each Sector Right Now High-conviction plays across major industries I believe in long term. A thread 👇 [--]. Finance SoFi Technologies $SOFI Nu Holdings $NU PayPal Holdings $PYPL Robinhood Markets $HOOD Coinbase Global $COIN Fiserv $FI https://twitter.com/i/web/status/1931366026136178842 https://twitter.com/i/web/status/1931366026136178842"
X Link 2025-06-07T15:01Z 30.2K followers, 37.9K engagements

"4/ $IREN Iris Energy is one of the most efficient Bitcoin miners in the world. They use renewable powered data centers which helps keep costs low in a volatile industry. Their infrastructure can also be used for AI and high performance computing which gives them a second growth driver beyond Bitcoin prices"
X Link 2025-08-10T14:25Z 30.2K followers, 46.2K engagements

"5/ $PGY Pagaya is an AI driven fintech powering embedded lending. Their platform integrates with banks fintechs and lenders to handle credit analysis underwriting and loan origination. Partners include Ally Klarna and Westlake. As embedded finance grows Pagaya is in a strong position to benefit through partnerships and product expansion. https://twitter.com/i/web/status/1954549702910971934 https://twitter.com/i/web/status/1954549702910971934"
X Link 2025-08-10T14:25Z 30.2K followers, 42.9K engagements

"Stocks I bought this week: - $SOFI - $OSCR - $PYPL - $AMD - $CAKE Did you guys buy anything this week"
X Link 2025-09-20T18:00Z 30.4K followers, 29.7K engagements

"I still think its a great time to load up on healthcare stocks. Out of these which ones are you buying - $UNH - $NVO - $CNC - $HIMS - $OSCR - $TMDX"
X Link 2025-11-05T16:00Z 30.2K followers, 48.1K engagements

"Whats one stock you believe in that almost nobody else does"
X Link 2025-11-06T01:00Z 30.4K followers, 16.2K engagements

"Whats one stock thats tested your patience but youre still holding"
X Link 2025-11-14T01:00Z 30.4K followers, 27.4K engagements

"Whats the best stock under $5 right now"
X Link 2025-11-20T01:00Z 30.5K followers, 38.7K engagements

"$HNST has an extremely strong balance sheet for where they are as a company right now. It looks really promising this early on even if they end up getting acquired someday"
X Link 2025-12-05T20:52Z 30.5K followers, [----] engagements

"🔎 $OSCR Smartfin Deep Dive: Why Oscar Health Is Still Undervalued Most people still think of Oscar as the same high-burn high-risk startup it was a few years ago. The numbers say otherwise. This business has completely changed and the market hasnt caught up. Heres the full breakdown using Smartfin data 👇 https://twitter.com/i/web/status/1999499612936372644 https://twitter.com/i/web/status/1999499612936372644"
X Link 2025-12-12T15:20Z 30.4K followers, 10.7K engagements

"Portfolio Update - December 14th [----] Most people track prices. I track ownership conviction and execution. Heres exactly how my portfolio looks heading into year-end 👇 1/ $SOFI SoFi Technologies (30.76%) Cost basis: $10.43 This remains my highest-conviction holding. Relentless execution expanding ecosystem and long runway ahead. I care far more about where this business is going than short-term volatility. https://twitter.com/i/web/status/2000215289116729755 https://twitter.com/i/web/status/2000215289116729755"
X Link 2025-12-14T14:44Z 30.4K followers, 28.7K engagements

"What stock do you have the highest conviction in right now and why"
X Link 2025-12-20T01:00Z 30.3K followers, 19.3K engagements

"If you could only add to one stock for all of [----] what would it be"
X Link 2025-12-24T01:00Z 30.2K followers, 18.6K engagements

"Stocks I bought last week: - $SOFI - $SNAP Did you guys buy anything"
X Link 2026-01-05T19:00Z 30.4K followers, [----] engagements

"Stocks I WANT to own in [----] 🧵👇 Not because theyre popular. Not because theyre hyped. But because they have real businesses improving fundamentals and long runways. Some are compounders. Some are asymmetric bets. All of them fit how Im investing this year. Heres my list 👇 1/ $SOFI This is my highest-conviction long-term growth play. SoFi isnt just a bank its an ecosystem. Lending financial services tech platform and wealth management all feeding off each other. Revenue diversification keeps improving margins are expanding and scale is finally showing up. Still very early but the foundation"
X Link 2026-01-09T15:27Z 30.2K followers, 46K engagements

"8/ $NFLX Back to doing what it does best. Pricing power scale and improving margins. The noise faded the business didnt"
X Link 2026-01-10T15:48Z 30.5K followers, [----] engagements

"9/ $HNST A small brand with something to prove. Trust clean branding and long-term optionality. Still early but worth monitoring"
X Link 2026-01-10T15:48Z 30.5K followers, [----] engagements

"I used to talk about this a lot so I want to bring it up again. Healthcare is still a great place to invest. There are a lot of strong opportunities in the sector right now. Personally I hold $OSCR and $UNH those are my two favorites. There are other interesting names out there as well like $HIMS $NVO and $LLY. Big market constant demand and long-term tailwinds. Healthcare isnt flashy but it continues to quietly work. https://twitter.com/i/web/status/2010064096952004651 https://twitter.com/i/web/status/2010064096952004651"
X Link 2026-01-10T19:00Z 30.5K followers, [----] engagements

"How Id invest $100000 if I started today: $SOFI $20000 $AMD $20000 $AMZN $20000 $META $20000 $PYPL $10000 $ADBE $10000"
X Link 2026-01-12T23:12Z 30.2K followers, 102.8K engagements

"What stock has been your biggest gainer of all time"
X Link 2026-01-16T01:00Z 30.2K followers, 16.3K engagements

"4 PayPal $PYPL Sentiment is terrible. Cash flow is not. - Strong free cash flow - Huge installed user base - Multiple ways to unlock value This is a fundamentals-over-feelings stock"
X Link 2026-01-16T18:07Z 30.2K followers, [----] engagements

"5 Oscar Health $OSCR This is my asymmetric bet. - Improving margins - Tech-forward healthcare model - Still early still misunderstood Higher risk but the upside makes it justified"
X Link 2026-01-16T18:07Z 30.2K followers, [----] engagements

"Feels like a rotation is coming in [----]. Many small caps ran way ahead of fundamentals. When the market cools and risk comes off money usually flows back into proven value names with real cash flow. Like $ADBE $PYPL and $CRM"
X Link 2026-01-18T19:00Z 30.2K followers, 12K engagements

"If you could only buy one stock for the next [--] years what is it and why"
X Link 2026-01-20T01:00Z 30.3K followers, 11.4K engagements

"Which stock looks the most undervalued right now"
X Link 2026-01-24T01:00Z 30.4K followers, 16.8K engagements

"Stocks nobody has been talking about lately but are quietly compounding: $UNH $CELH $VDE $CAKE $ABCL"
X Link 2026-01-24T19:00Z 30.3K followers, [----] engagements

"@bret_feeney $65ish Im trying to build som cash while starting the $ZETA position"
X Link 2026-01-24T21:23Z 30.3K followers, [--] engagements

"People keep sleeping on $CAKE. The Cheesecake Factory is a true cash flow machine while North Italia Flower Child and the other FRC concepts give the company real growth levers. The stock is trading around a [----] forward P/E and pays a solid dividend on top of that. Ive been very happy holding this name and plan to keep adding on dips. I also agree with Tradepal. I wouldnt be surprised to see this stock at $80 within the next year. https://twitter.com/i/web/status/2015271644609294783 https://twitter.com/i/web/status/2015271644609294783"
X Link 2026-01-25T03:52Z 30.2K followers, [----] engagements

"$FUBO Whats going on"
X Link 2026-01-26T20:59Z 30.2K followers, 14.7K engagements

"How long do you research a stock before buying"
X Link 2026-01-27T01:00Z 30.3K followers, 10.2K engagements

"Ive been seeing a lot of talk about copper silver and gold all over my feed lately. Personally I own some physical silver but no copper or gold. Do you invest in metals or how do you feel about them right now"
X Link 2026-01-27T19:00Z 30.2K followers, [----] engagements

"Just bought [--] stocks Any guesses"
X Link 2026-01-28T19:55Z 30.2K followers, 24.4K engagements

"$ADBE looks extremely undervalued at these levels. Anytime you get a company of this quality trading at these valuations its hard to ignore. I dont believe AI is disrupting Adobe. I think its doing the opposite and helping expand the business and the tools they offer. My girlfriend uses Adobe every day for her photography and is constantly telling me about new features and tools shes trying. That kind of real-world usage matters to me. https://twitter.com/i/web/status/2016652969908064527 https://twitter.com/i/web/status/2016652969908064527"
X Link 2026-01-28T23:21Z 30.2K followers, [----] engagements

"Whats a stock you wish you started buying earlier"
X Link 2026-01-29T01:00Z 30.2K followers, [----] engagements

"$ZETA $OSCR $SNAP Just bought [--] stocks Any guesses Just bought [--] stocks Any guesses"
X Link 2026-01-29T02:20Z 30.2K followers, [----] engagements

"$OSCR still looks like a great opportunity here in my opinion. The stock has been mostly flat over the last six months which has given me plenty of time to accumulate. I plan to keep doing exactly that"
X Link 2026-01-29T13:00Z 30.2K followers, [----] engagements

"I dont own enough $SOFI. I dont own enough $OSCR. I dont own enough $SNAP. I dont own enough $ZETA. I dont own enough $AMD"
X Link 2026-01-29T16:00Z 30.2K followers, 18.3K engagements

"Nuggets game tonight $SOFI earnings early in the morning🫡"
X Link 2026-01-29T19:45Z 30.4K followers, [----] engagements

"Which position are you actively adding to"
X Link 2026-01-30T01:00Z 30.5K followers, [----] engagements

"$SOFI EARNINGS EPS Expected $0.12 EPS Actual $0.13 🟢 Revenue Expectation $977M Revenue Actual $1.013B 🟢"
X Link 2026-01-30T12:03Z 30.4K followers, 12.5K engagements

"$SOFI is UP 🟢 in the pre markets The earnings call will be HUGE"
X Link 2026-01-30T12:46Z 30.2K followers, 17.2K engagements

"ANTHONY NOTO JUST NOW ON THE $SOFI EARNINGS CALL: Our tech platform is in a prime position 👀 $SOFI Technology Platform: https://t.co/hcePRinjCi $SOFI Technology Platform: https://t.co/hcePRinjCi"
X Link 2026-01-30T13:19Z 30.2K followers, [----] engagements

"$SOFI ANTHONY NOTO IS HERE TO STAY THATS MY CEO "I expect to be here for the rest of time unless for some reason someone asked me to leave.""
X Link 2026-01-30T14:00Z 30.2K followers, [----] engagements

"4/ $PYPL Sentiment is awful fundamentals are stabilizing. Free cash flow buybacks and a refocused strategy make this much more interesting than the price action suggests"
X Link 2026-01-30T15:31Z 30.2K followers, [----] engagements

"5/ $ZETA A newer position for me. The company expects 20%+ revenue growth to continue and I like the balance of growth and valuation here. This feels underappreciated"
X Link 2026-01-30T15:31Z 30.2K followers, [----] engagements

"Aggressively buying $ZETA and $SNAP has had consequences"
X Link 2026-01-30T17:50Z 30.2K followers, [----] engagements

"$SOFI Buying opportunity for me🙂😁 $SOFI is UP 🟢 in the pre markets The earnings call will be HUGE https://t.co/iP9JsrbhMn $SOFI is UP 🟢 in the pre markets The earnings call will be HUGE https://t.co/iP9JsrbhMn"
X Link 2026-01-30T20:15Z 30.2K followers, 11.8K engagements

"Net worth-wise $SNAP is my fifth-largest holding. I dont think people realize just how bullish I am on this one"
X Link 2026-01-30T22:26Z 30.2K followers, [----] engagements

"Stock has been flat for a long time But active members keeps growing"
X Link 2026-01-30T22:37Z 30.2K followers, [----] engagements

"I wish the market was open tomorrow so I could buy more $SOFI"
X Link 2026-01-31T00:05Z 30.2K followers, [----] engagements

"Why Im aggressively accumulating $SNAP right now 🧵 Most people still think of Snapchat as just a social app. I think thats outdated. Snap is quietly building a 3-engine business: - Attention (ads) - Subscriptions (Snapchat+) - Storage + premium tiers (cloud)"
X Link 2026-01-31T15:47Z 30.2K followers, 22.7K engagements

"Stocks I bought this week: $SOFI $SNAP $OSCR $ZETA Did you guys buy anything this week"
X Link 2026-01-31T19:00Z 30.2K followers, [----] engagements

"Im very bullish on $ZETA long term. The growth ahead and what this business is capable of if they execute genuinely excites me. After watching interviews with the CEO and learning more about the leadership team execution doesnt feel like a hope it feels imminent"
X Link 2026-01-31T20:45Z 30.2K followers, 11.9K engagements

"$NOW looks incredibly cheap at these levels yet I see almost nobody talking about it. This is a high-quality business with strong recurring revenue real operating leverage and long-term tailwinds. Sometimes the best opportunities arent the loudest ones. Theyre the ones quietly sitting there while attention is elsewhere. https://twitter.com/i/web/status/2017745666211189228 https://twitter.com/i/web/status/2017745666211189228"
X Link 2026-01-31T23:43Z 30.2K followers, 11.4K engagements

"Got some extra money to buy more $ZETA and $SOFI 🙂"
X Link 2026-02-01T00:04Z 30.2K followers, [----] engagements

"What stock do you think the market is mispricing the most right now"
X Link 2026-02-01T01:00Z 30.4K followers, 13.6K engagements

"I put a ton of time and effort into this $SNAP deep dive Yet the X algorithm does not care🤣 Why Im aggressively accumulating $SNAP right now 🧵 Most people still think of Snapchat as just a social app. I think thats outdated. Snap is quietly building a 3-engine business: - Attention (ads) - Subscriptions (Snapchat+) - Storage + premium tiers (cloud) https://t.co/DzcQZrVu43 Why Im aggressively accumulating $SNAP right now 🧵 Most people still think of Snapchat as just a social app. I think thats outdated. Snap is quietly building a 3-engine business: - Attention (ads) - Subscriptions"
X Link 2026-02-01T03:32Z 30.2K followers, [----] engagements

"2/ $META Meta Platforms Meta still owns the #1 social networks in the world. Facebook + Instagram continue to generate strong advertising dollars and Meta is uniquely positioned in AI because it owns both the user attention layer and the compute investments. The bear case often focuses on too much capex spend but what many miss is that the advertising engine still works extremely well and that gives them the runway to invest in AI tools that improve ROI for advertisers. Im watching because the valuation doesnt reflect the strength of the core business + AI optionality."
X Link 2026-02-01T15:06Z 30.2K followers, [----] engagements

"3/ $HIMS Hims & Hers Health Hims isnt just a telehealth brand its a consumer health platform. Theyve proven they can lower CAC by building a recognizable brand and retain customers through recurring care offerings. Beyond hair loss and ED theyre expanding into womens health and weight management categories where lifetime value can increase meaningfully if executed well. Im watching because this business has room to grow beyond a niche and the market hasnt fully priced in recurring care expansion. https://twitter.com/i/web/status/2017977763333083487"
X Link 2026-02-01T15:06Z 30.2K followers, [----] engagements

"4/ $MSFT Microsoft Microsoft needs almost no introduction Windows and Office are staples Azure is one of the fastest-growing cloud platforms and enterprise budgets keep flowing toward their ecosystem. But what Im watching is how AI becomes a revenue driver rather than a cost center: Copilot integrations across productivity suites Azure AI services for enterprise and deeper platform lock-in. The business quality is elite; valuation gets interesting when growth accelerates again through AI. https://twitter.com/i/web/status/2017977765983858943 https://twitter.com/i/web/status/2017977765983858943"
X Link 2026-02-01T15:06Z 30.2K followers, [----] engagements

"5/ $CELH Celsius Holdings This one is simple brand power + distribution. CELSIUS drinks are increasingly visible across retail and foodservice and brand loyalty in beverages really matters look at how Pepsi and Coke dominate because people habitually choose their products. Celsius has carved out its niche in energy + functional drinks and the transition to mainstream distribution partners gives it runway most challenger brands dont get. Im watching because distribution gains + repeat buyers could compound into a long runway. https://twitter.com/i/web/status/2017977770350121151"
X Link 2026-02-01T15:06Z 30.3K followers, [----] engagements

"7/ $NOW ServiceNow ServiceNow builds digital workflow infrastructure that large enterprises rely on to run their businesses. When a platform becomes mission-critical to operations churn drops and pricing power increases. Their AI-enabled workflow tools are being adopted to automate internal processes which adds another layer of stickiness. Im watching because this is the kind of software where adoption begets more adoption and the market doesnt always value that correctly. https://twitter.com/i/web/status/2017977781939040579 https://twitter.com/i/web/status/2017977781939040579"
X Link 2026-02-01T15:06Z 30.2K followers, [----] engagements

"8/ $ROOT Root Inc. Root is the speculative insurance play here. The company uses data and mobile-first underwriting to price risk more dynamically than traditional insurers. If they can prove consistent underwriting profitability the stock could rerate significantly. Right now sentiment is cautious because profitability is uneven but if they show sustainable risk selection + lower loss ratios growth + margin expansion becomes real. Im watching because theres asymmetric upside if execution stabilizes. https://twitter.com/i/web/status/2017977784984018954"
X Link 2026-02-01T15:06Z 30.2K followers, [----] engagements

"9/ $CRM Salesforce Salesforce is the enterprise CRM platform majority of large companies depend on. Their push into AI (Data Cloud Agentforce Einstein GPT) isnt vaporware its built into products people already pay for. Plus theyve become more disciplined with spending and cash flow goals which the market should reward. Im watching because CRM isnt going anywhere and AI-enabled workflows could reaccelerate growth. https://twitter.com/i/web/status/2017977787832029184 https://twitter.com/i/web/status/2017977787832029184"
X Link 2026-02-01T15:06Z 30.2K followers, [----] engagements

"I mentioned $NOW a couple weeks ago. I honestly dont care to make it a thing but my comments keep saying I only brought it up because of Jeremy. People forget that multiple investors can like the same stock at the same time. Ill continue talking about $NOW. Give me $ADBE $NOW and $GRAB at these levels. Software will bounce back. https://t.co/h0HvMde73q Give me $ADBE $NOW and $GRAB at these levels. Software will bounce back. https://t.co/h0HvMde73q"
X Link 2026-02-01T17:36Z 30.2K followers, [----] engagements

"What a week ahead for my portfolio These are the names Im watching very closely 👀 $AMD (holding) $PYPL (holding) $FUBO (holding) $GOOGL (holding) $SNAP (holding) $AMZN (holding) $PLTR $UBER $IREN"
X Link 2026-02-01T18:29Z 30.2K followers, [----] engagements

"From a valuation perspective $NOW looks incredibly cheap to me. Youre getting a mission-critical enterprise software business with strong recurring revenue high switching costs and long-term growth. The market is treating it like growth is suddenly gone. That disconnect is what has my attention. https://twitter.com/i/web/status/2018063685395288408 https://twitter.com/i/web/status/2018063685395288408"
X Link 2026-02-01T20:47Z 30.2K followers, [----] engagements

"Locking in on a Sunday night 🔒 Chilling listening to music researching more into $SNAP. Also looking forward to adding more $SOFI tomorrow"
X Link 2026-02-01T23:06Z 30.2K followers, [----] engagements

"What stock do you own that you wont sell no matter the noise"
X Link 2026-02-02T01:00Z 30.5K followers, 16K engagements

"I still think software is one of the most undervalued areas of the market. My top [--] value plays in the space right now: - $ADBE - $NOW - $CRM"
X Link 2026-02-02T16:00Z 30.4K followers, 12.9K engagements

"The Mag [--] is still full of opportunity. In my opinion three of them are still clearly undervalued: - $AMZN - $META - $MSFT"
X Link 2026-02-02T19:00Z 30.4K followers, 21.3K engagements

"I trimmed a little bit of my $GOOGL position today. Were in a bit of a kangaroo market so I want more cash on the sidelines to take advantage of dips and new opportunities. Some of that cash went into $SOFI and $ZETA today two growth names Im really excited about at these levels. The rest stays parked in cash for now. Patience matters in markets like this. Follow my live portfolio for FREE on Blossom here: https://getblossom.onelink.me/SOfu/ashton https://getblossom.onelink.me/SOfu/ashton"
X Link 2026-02-02T19:47Z 30.2K followers, [----] engagements

"One stock Ive been researching lately is $CSU / $CSU.TO Its trading insanely cheap for the quality of the business and the leadership team is top-tier. Sometimes that alone is enough to start paying attention but Im digging much deeper before making a move"
X Link 2026-02-02T21:21Z 30.2K followers, [----] engagements

"Should I short $HOOD"
X Link 2026-02-02T22:52Z 30.2K followers, 10.5K engagements

"Cant wait for $PYPL to open at $60+ tomorrow morning"
X Link 2026-02-02T22:54Z 30.2K followers, 114.9K engagements

"Goodnight $Pypl and $Fubo shareholders Ill see you guys in the morning"
X Link 2026-02-03T01:35Z 30.2K followers, [----] engagements

"I meant $41.60 guys Cant wait for $PYPL to open at $60+ tomorrow morning https://t.co/9Gu25THVpT Cant wait for $PYPL to open at $60+ tomorrow morning https://t.co/9Gu25THVpT"
X Link 2026-02-03T12:30Z 30.2K followers, 26.4K engagements

"I was wrong about $PYPL. I will be selling today. $PYPL PayPal CEO @acce is out. Branded 1% growth. Guidance - terrible. Revenue - Terrible. FCF - Not great. Yeah I'm looking for an exit. Adios PainPal. $PYPL PayPal CEO @acce is out. Branded 1% growth. Guidance - terrible. Revenue - Terrible. FCF - Not great. Yeah I'm looking for an exit. Adios PainPal"
X Link 2026-02-03T12:35Z 30.2K followers, 33.9K engagements

"In my eyes $SNAP is an absolute steal under $7. Im really excited heading into earnings on Wednesday and Ive been steadily adding shares ahead of it"
X Link 2026-02-03T13:00Z 30.2K followers, [----] engagements

"Alright $FUBO. Whats going on Is this because there was no guidance"
X Link 2026-02-03T13:23Z 30.2K followers, [----] engagements

"I was wrong about $PYPL. Ive completely sold out of my position. Growth has been disappointing guidance was weak and with the CEO now gone the thesis just isnt there for me anymore. Ill update you guys soon on my plans for the cash. For full transparency you can follow my portfolio for free on Blossom: https://getblossom.onelink.me/SOfu/ashton https://getblossom.onelink.me/SOfu/ashton"
X Link 2026-02-03T14:59Z 30.2K followers, 23.3K engagements

"Stocks Im actively buying right now: $SOFI $ZETA $OSCR $SNAP $AMZN"
X Link 2026-02-03T16:00Z 30.2K followers, 16.8K engagements

"I used some of the cash from my $PYPL sale to add aggressively to $ZETA here. I still have plenty of cash on hand for future dips and opportunities. You can follow my portfolio for free on Blossom 👇 https://getblossom.onelink.me/SOfu/ashton https://getblossom.onelink.me/SOfu/ashton"
X Link 2026-02-03T17:59Z 30.2K followers, [----] engagements

"When sentiment is low but fundamentals are intact pay attention"
X Link 2026-02-03T19:00Z 30.3K followers, [----] engagements

"$AMD 🙃 $AMD please dont make my day worse. $AMD please dont make my day worse"
X Link 2026-02-03T21:33Z 30.3K followers, 11.5K engagements

"$META still looks extremely undervalued to me at these levels. Its one of the best businesses in the world with some of the most powerful social platforms ever built sitting right in its hands. My one real concern is CapEx spending hasnt come down much at all. That said I do trust Mark Zuckerberg to run the company and allocate capital with the long term in mind. https://twitter.com/i/web/status/2018811742588108930 https://twitter.com/i/web/status/2018811742588108930"
X Link 2026-02-03T22:20Z 30.2K followers, [----] engagements

"Great quarter from $AMD Any dip here is an opportunity. I wont hesitate to add. What are your thoughts on $AMD earnings Are you impressed or did you expect more What are your thoughts on $AMD earnings Are you impressed or did you expect more"
X Link 2026-02-03T22:41Z 30.3K followers, 11.3K engagements

"🚨 WARNING $SNAP INVESTORS 🚨 $SNAP could easily go to $4 or $8 after earnings. Earnings have been rough lately. Almost every stock I own has dipped after reporting cough $PYPL cough Not financial advice"
X Link 2026-02-04T00:10Z 30.4K followers, [----] engagements

"What software company do you think the market is mispricing the most right now"
X Link 2026-02-04T01:00Z 30.2K followers, 10K engagements

"$SNAP reports earnings after the bell today. Im excited and a little nervous 😅 Ill try to leave work in time to give you guys real-time updates and my thoughts on the earnings"
X Link 2026-02-04T19:00Z 30.4K followers, [----] engagements

"$GOOGL Q4 Earnings: - Revenue $113.8B vs Est. $111.5B ✅ - EPS $2.82 vs. Est. $2.64✅ - Google Cloud Revenue $17.7B vs Est. $16.2B ✅ - CapEx $180B vs Est. $120B 🔴 Yes CapEx came in way higher than expected but if that spend is driving cloud growth like this Im not upset about it at all. Overall great quarter https://twitter.com/i/web/status/2019156036100190318 https://twitter.com/i/web/status/2019156036100190318"
X Link 2026-02-04T21:08Z 30.4K followers, [----] engagements

"OHHHH $SNAP"
X Link 2026-02-04T21:24Z 30.4K followers, [----] engagements

"$SNAP "Who uses snapchat""
X Link 2026-02-04T21:28Z 30.4K followers, 12K engagements

"Bullish on $SNAP"
X Link 2026-02-04T21:34Z 30.4K followers, [----] engagements

"$SNAP Earnings Call: Growth in will be a critical input metric to track our progress for revenue. We are focusing on three significant catalysts for gross margin expansion to drive profitable growth. First with community growth focused on monetizable markets and with our cost to serve increasingly calibrated to the monetization potential of each market we expect that our infrastructure costs will pivot from being a source of gross margin pressure to become a margin accretive investment in placements such as sponsored snaps and promoted places. We expect advertising margins to improve. Third"
X Link 2026-02-04T22:06Z 30.3K followers, [----] engagements

"$SNAP response to recent age restrictions: Q4 we implemented platform level age verification in Australia in accordance with a new law requiring users to be at least [--] years old resulting in the removal of approximately [------] accounts. We have since begun testing new signals from Apple's declared age range API and we plan to test Google's solution once it becomes available. While these actions may adversely affect engagement metrics as implementation progresses we remain committed to our long term goal of serving more than [--] billion global monthly active users"
X Link 2026-02-04T22:12Z 30.2K followers, [----] engagements

"@BoxLongs Are you still buying"
X Link 2026-02-05T00:24Z 30.2K followers, [---] engagements

"Whats the ONE stock youd keep if you had to sell everything else"
X Link 2026-02-05T01:00Z 30.4K followers, 12K engagements

"Most investors say theyre long term until their stock drops 20%"
X Link 2026-02-05T13:00Z 30.2K followers, 31.5K engagements

"I learned a lot about myself as an investor this week. I have taken losses before but never publicly like I did with $PYPL. That was not easy. Transparency has always been one of the goals with this account and my brand. I am going to share both the wins and the losses. Nobody goes 10/10 in investing. The goal is to learn improve and keep getting better over time. This journey is real and I am here to do it the right way. https://twitter.com/i/web/status/2019440889983098886 https://twitter.com/i/web/status/2019440889983098886"
X Link 2026-02-05T16:00Z 30.2K followers, 11.1K engagements

"Full transparency: I am out of $LMND (for now) in my other portfolio. Sold most of my shares in the $90s"
X Link 2026-02-05T18:45Z 30.4K followers, [----] engagements

"@SamBruebaker Same and $OSCR"
X Link 2026-02-05T19:25Z 30.4K followers, [---] engagements

"@realroseceline Long term is the game What stock have you held the longest"
X Link 2026-02-05T19:33Z 30.5K followers, [---] engagements

"Yo can the markets take a [--] day weekend"
X Link 2026-02-05T19:50Z 30.2K followers, [----] engagements

"Im buying $AMZN tomorrow"
X Link 2026-02-05T21:05Z 30.4K followers, 38.4K engagements

"I am really glad I took profits on $HIMS back in October in the $50$60 range"
X Link 2026-02-05T21:48Z 30.2K followers, [----] engagements

"@___freespeech Disagree"
X Link 2026-02-05T22:13Z 30.2K followers, [---] engagements

"@higgins31411 Like what"
X Link 2026-02-05T22:20Z 30.4K followers, [---] engagements

"@DarBeiderCharro Yeah Im not worried $SOFI and $AMD are 50% of my portfolio so the number doesnt surprise me"
X Link 2026-02-06T00:33Z 30.2K followers, [---] engagements

"Whats one stock youd buy if the market dropped another 20%"
X Link 2026-02-06T01:00Z 30.5K followers, 18.8K engagements

"I cant say it enough $ADBE looks incredibly undervalued here. This might be the week I finally add it especially with a lot of cash on the sidelines. Im being extra cautious and making sure I research every corner of the business before pulling the trigger"
X Link 2026-02-06T05:02Z 30.4K followers, [----] engagements

"Red days dont change fundamentals. They just test conviction"
X Link 2026-02-06T13:00Z 30.2K followers, [----] engagements

"My [--] favorite opportunities in the stock market RIGHT now 👀👇 The market feels uncomfortable. Sentiment is shaky. And thats exactly why these setups matter. These arent hype trades. These are businesses I believe are being mispriced right now. Lets get into it 🧵👇 [--]. $SOFI This is one of the most misunderstood stocks in the market. SoFi isnt just a bank. Its a full financial ecosystem. Lending tech platform deposits investing credit cards. The flywheel is real. Margins are improving and member growth keeps compounding. Yet the stock trades like growth is dead. When sentiment flips this one"
X Link 2026-02-06T15:03Z 30.5K followers, 22.4K engagements

"2. $ZETA Quietly one of the most compelling data and AI plays out there. Zeta sits at the intersection of first-party data AI-driven marketing and enterprise software. High margins. Sticky customers. Long-term contracts. This isnt a consumer hype story. Its a picks-and-shovels play on how companies actually monetize data. Still early. Still ignored. Thats the opportunity. https://twitter.com/i/web/status/2019789058948665775 https://twitter.com/i/web/status/2019789058948665775"
X Link 2026-02-06T15:03Z 30.4K followers, [----] engagements

"3. $AMZN People forget how many levers Amazon has. AWS alone is a monster. Add advertising logistics Prime and now margin expansion across the business. This isnt about explosive revenue growth anymore. Its about operating leverage and cash flow. Amazon doesnt need hype. It just needs time. https://twitter.com/i/web/status/2019789061838590294 https://twitter.com/i/web/status/2019789061838590294"
X Link 2026-02-06T15:03Z 30.4K followers, [----] engagements

"4. $AMD AI isnt slowing down. Its broadening. AMD is no longer just the alternative. Its a real competitor across CPUs GPUs and data center acceleration. Execution has been strong. The roadmap is solid. And the valuation reset has created a much better risk/reward. You dont need perfection here. You need continued execution"
X Link 2026-02-06T15:03Z 30.2K followers, [----] engagements

"5. $OSCR High risk. High reward. But also high misunderstanding. Oscar is reshaping how health insurance works. Tech-first data-driven focused on member experience and cost control. Profitability is improving. Medical loss ratios are moving the right way. Growth is still there. This one wont be smooth. But the upside is real if execution continues. https://twitter.com/i/web/status/2019789078238298322 https://twitter.com/i/web/status/2019789078238298322"
X Link 2026-02-06T15:03Z 30.2K followers, [----] engagements

"@Vance_Roberts5 Thank you"
X Link 2026-02-06T15:06Z 30.2K followers, [--] engagements

"@djv524 My entire portfolio is in blossom down to the %. The only stocks not in my main portfolio are $OSCR and $SNAP. But Ive made it known I own those as well. Yes a lot of my stocks are high Beta names"
X Link 2026-02-06T15:09Z 30.2K followers, [---] engagements

"@MySportsUpdate Justin Herbert"
X Link 2026-02-06T15:20Z 30.2K followers, [--] engagements

"@danielisdizzy Holy $DUOL"
X Link 2026-02-06T15:27Z 30.2K followers, [---] engagements

"@DeepIceValue $UNH"
X Link 2026-02-06T15:28Z 30.2K followers, [----] engagements

"@nyknicks Grand theft Alvarado"
X Link 2026-02-06T15:35Z 30.2K followers, [---] engagements

"@djv524 Of course I have higher beta names because I have a longer time horizon. But I also have stocks like $UNH $AMZN $GOOGL $CAKE"
X Link 2026-02-06T15:58Z 30.2K followers, [---] engagements

"If I loved buying $OSCR at [--] $ZETA at [--] and $SOFI at [--] why wouldnt I be buying them now The businesses havent broken. Theyve improved. Short-term price action DOES NOT change my long-term conviction"
X Link 2026-02-06T19:00Z 30.5K followers, 14.5K engagements

"$NOW continues to look extremely undervalued at these levels. Software has been selling off across the board but if you believe in a rebound this could be a very intriguing setup. The business is strong the fundamentals are intact and sentiment feels far worse than reality right now. Sometimes the best opportunities show up when an entire sector is being ignored. https://twitter.com/i/web/status/2019874970143519050 https://twitter.com/i/web/status/2019874970143519050"
X Link 2026-02-06T20:44Z 30.5K followers, [----] engagements

"@fantstockleague Lots of $ZETA"
X Link 2026-02-06T21:28Z 30.2K followers, [---] engagements

"$SOFI Must watch👇👇 We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇 https://t.co/gwmlNCqMOM"
X Link 2026-02-06T22:01Z 30.4K followers, [----] engagements

"Are you buying this dip or staying patient with cash"
X Link 2026-02-07T01:00Z 30.2K followers, 12.6K engagements

"The Anthony Noto interview makes me want to go all in on $Sofi"
X Link 2026-02-07T03:33Z 30.5K followers, 24.4K engagements

"@Timberwolves @MNUFC @jamesdrodriguez I miss him on Madrid"
X Link 2026-02-07T04:02Z 30.2K followers, [---] engagements

"@Kalshi lol"
X Link 2026-02-07T04:17Z 30.2K followers, [---] engagements

"AI is not going to kill great software companies. Its going to change the UI automate busywork and raise the bar. But the winners will be the same thing theyve always been: systems of record + distribution + workflow lock-in. 1/ The bear case you keep hearing: LLMs will replace apps. Youll just chat with an AI and never open software again. That fear is real (and its causing selloffs). But it misses one key thing https://twitter.com/i/web/status/2020163392397541823 https://twitter.com/i/web/status/2020163392397541823"
X Link 2026-02-07T15:51Z 30.2K followers, [----] engagements

"2/ Enterprises dont pay for an app. They pay for outcomes like: - Compliance - Governance - Permissions - Audit trails - Reliability - Integrations - Uptime - Support - Security LLMs dont magically solve that"
X Link 2026-02-07T15:51Z 30.2K followers, [---] engagements

"3/ AI is powerful but it still needs: - Trusted data - Business rules - Approved actions - Workflows to execute Thats exactly what platforms like Adobe / Salesforce / ServiceNow already own. $ADBE $NOW $CRM"
X Link 2026-02-07T15:51Z 30.2K followers, [---] engagements

"5/ Another point people ignore: distribution. The biggest software companies already sit in front of millions of users every day. If AI becomes must-have the easiest path is: embed AI into existing workflows upsell expand contracts"
X Link 2026-02-07T15:51Z 30.2K followers, [---] engagements

"6/ $CRM (Salesforce) is a perfect example. Theyve pushed AI assistants/agents that work off your companys data with governance built in. And their AI/Data products have been scaling into $1B ARR territory"
X Link 2026-02-07T15:51Z 30.2K followers, [---] engagements

"7/ Heres the truth: If AI makes sellers more productive companies dont say: Cool cancel Salesforce. They say: Can Salesforce automate more of the pipeline support follow-ups and reporting Thats expansion"
X Link 2026-02-07T15:51Z 30.2K followers, [---] engagements

"8/ $NOW (ServiceNow) is literally built for this moment. Its workflow automation for the enterprise and now its embedding GenAI (Now Assist) into the flow of work. Theyve been guiding to strong subscription growth while highlighting AI momentum"
X Link 2026-02-07T15:51Z 30.2K followers, [---] engagements

"9/ The AI future in the enterprise isnt random agents everywhere. Its agents that are governed connected to workflows and auditable. Thats why ServiceNow keeps leaning into things like Now Assist + platform expansion"
X Link 2026-02-07T15:51Z 30.2K followers, [---] engagements

"10/ $ADBE (Adobe) is another one people misunderstand. AI doesnt replace creativity. It accelerates it. Adobe isnt ignoring AI theyre monetizing it through Firefly + Creative Cloud integration"
X Link 2026-02-07T15:51Z 30.2K followers, [---] engagements

"13/ So what actually changes - Some features get commoditized - Some thin SaaS tools get pressured - Seat-based pricing may evolve But platforms with: data + workflow + distribution + governance dont disappear they absorb the change"
X Link 2026-02-07T15:51Z 30.2K followers, [--] engagements

"14/ My bottom line: AI wont kill software. It will separate the real platforms from the feature apps. And companies like $ADBE $CRM $NOW are fighting from a position of strength. Not financial advice. https://twitter.com/i/web/status/2020163447900741648 https://twitter.com/i/web/status/2020163447900741648"
X Link 2026-02-07T15:51Z 30.2K followers, [----] engagements

"@edgaralandough $AMD"
X Link 2026-02-07T16:04Z 30.2K followers, [----] engagements

"February 7th [----] Portfolio Update What a week for my portfolio with all the earnings volatility. Buys: $SOFI $ZETA $AMD $UNH $AMZN $OSCR (other portfolio) $SNAP (other portfolio) Sells: $PYPL Cash: 8% Staying patient staying disciplined. You can follow my portfolio LIVE for free on Blossom here: https://getblossom.onelink.me/SOfu/ashton https://getblossom.onelink.me/SOfu/ashton"
X Link 2026-02-07T18:18Z 30.4K followers, 10.6K engagements

"@JohnProv1 Dangggg yes they did"
X Link 2026-02-07T18:22Z 30.2K followers, [--] engagements

"@3KComeback Yeah Im waiting for my investment tax forms"
X Link 2026-02-07T18:24Z 30.2K followers, [--] engagements

"@growthrapidly How much further can they drop"
X Link 2026-02-07T18:24Z 30.2K followers, [---] engagements

"@QualityInvest5 $ZETA on toppppp"
X Link 2026-02-07T18:28Z 30.2K followers, [---] engagements

"@grok explained it a little better than I could. Here: PayPal is currently under investigation for potential violations of federal securities laws. This stems from a surprise CEO replacement on February [--] [----] (Alex Chriss was ousted due to the "pace of change and execution" not meeting board expectations) coinciding with disappointing Q4 and full-year [----] earnings results. The company reported adjusted EPS of $1.23 (missing estimates of $1.29) and revenue of $8.68 billion (missing $8.79 billion expected) while acknowledging that "execution has not been where it needs to be particularly in"
X Link 2026-02-07T18:57Z 30.2K followers, [--] engagements

"@drakeisaW If $AMD dips Ill buy more. $NOW might be on the way"
X Link 2026-02-07T19:17Z 30.2K followers, [---] engagements

"@QualityInvest5 That is crazy 🤣🤣 Dreaming of that PEG ratio🤣"
X Link 2026-02-07T20:06Z 30.2K followers, [---] engagements

"@MidlClassMoney Nice"
X Link 2026-02-07T20:11Z 30.2K followers, [--] engagements

"@StockSavvyShay Do you like $LMND at current prices"
X Link 2026-02-07T20:11Z 30.2K followers, [---] engagements

"@MoInvestingHQ Bullish $AMD"
X Link 2026-02-07T20:11Z 30.2K followers, [--] engagements

"@StockChaser_ Bullish on $ZETA"
X Link 2026-02-07T20:16Z 30.2K followers, [---] engagements

"@Giannis_An34 @Kalshi What in the world"
X Link 2026-02-07T20:17Z 30.2K followers, [---] engagements

"@Path2Betterment Not bad hbu"
X Link 2026-02-07T20:17Z 30.2K followers, [---] engagements

"@RealJGBanks $LMND 👀👀"
X Link 2026-02-07T20:17Z 30.4K followers, [---] engagements

"@WheelieInvestor $HOOD sucks anyways"
X Link 2026-02-07T21:13Z 30.2K followers, [---] engagements

"@EndicottInvests Im pretty sure I followed you for $HIMS"
X Link 2026-02-07T21:57Z 30.2K followers, [---] engagements

"@timeline_y04 I have a thread on $SNAP"
X Link 2026-02-08T00:08Z 30.2K followers, [--] engagements

"Whats one stock youre watching closely but havent bought yet"
X Link 2026-02-08T01:00Z 30.4K followers, [----] engagements

"Cash is a position. Most people forget that"
X Link 2026-02-08T13:00Z 30.2K followers, [----] engagements

"Long-term investing doesnt have to be complicated. If my goal was to let time do the heavy lifting over the next decade these are the five companies Id feel comfortable owning through all the ups and downs. A thread🧵 1/ $SOFI SoFi is proving the model works. The company just delivered record quarterly revenue around $1B and meaningful GAAP profitability. Membership continues to scale hitting [----] million members while deposits have grown into the high $30B range giving them low-cost funding. Add in the platform and fee-based businesses and this is no longer just a lender story. Its shaping"
X Link 2026-02-08T15:07Z 30.2K followers, 30.8K engagements

"2/ $AMZN Amazon remains one of the most powerful businesses ever built. In [----] it generated over $700B in revenue and roughly $80B in operating income. AWS alone produced well over $100B in annual sales while advertising continues to quietly expand. E-commerce cloud ads logistics and AI all reinforce each other making Amazon hard to bet against over a full decade"
X Link 2026-02-08T15:07Z 30.2K followers, [----] engagements

"3/ $AMD AMD has transformed into a scaled semiconductor leader. Full-year revenue reached the mid-$30B range gross margins are around 50% and data center demand continues to accelerate. Between CPUs GPUs and AI accelerators AMD is gaining share in the most important compute markets. If AI and cloud spending continue to grow AMD should be a direct beneficiary. https://twitter.com/i/web/status/2020514910854365333 https://twitter.com/i/web/status/2020514910854365333"
X Link 2026-02-08T15:07Z 30.2K followers, [----] engagements

"@edgaralandough Good ol $PYPL"
X Link 2026-02-08T15:14Z 30.2K followers, [----] engagements

"@3KComeback Seahawks"
X Link 2026-02-08T15:14Z 30.2K followers, [--] engagements

"@zoomyzoomm $ZETA"
X Link 2026-02-08T15:18Z 30.2K followers, [---] engagements

"@TheStockerMan Very interesting"
X Link 2026-02-08T15:19Z 30.2K followers, [---] engagements

"@YodaStockInvest $SOFI"
X Link 2026-02-08T15:20Z 30.2K followers, [---] engagements

"@MrMikeInvesting Wheres $SOFI"
X Link 2026-02-08T15:21Z 30.2K followers, [---] engagements

"@MMatters22596 $NOW"
X Link 2026-02-08T15:21Z 30.2K followers, [---] engagements

"@MarketMatrixs $ZETA and $OSCR 👀👀"
X Link 2026-02-08T15:21Z 30.2K followers, [---] engagements

"@JasonL_Capital $SOFI"
X Link 2026-02-08T15:22Z 30.2K followers, [---] engagements

"@TheLongInvest $SOFI"
X Link 2026-02-08T15:24Z 30.2K followers, [---] engagements

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