@BeardedInvestor Bearded Investor

Bearded Investor posts on X about $hcc, $tdw, $meta, $goog the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [---] -83%
• [--] Month [-----] -14%

Mentions: [--] #

• [--] Week [--] -80%
• [--] Month [--] -16%

Followers: [--] #

• [--] Week [--] +1.30%
• [--] Month [--] +8.10%

CreatorRank: [---------] #

Social Influence

Social category influence finance 99% stocks 41% technology brands 41% social networks 12% countries 3% travel destinations 1% cryptocurrencies 1%

Social topic influence $hcc #31, $tdw 16%, $meta #658, $goog #257, meta 12%, strong 12%, youtube 12%, ai 11%, $pypl 8%, investment 8%

Top accounts mentioned or mentioned by @dividenddude @ashton1nvests @wearycenturion @mayhem4markets @mrderivatives @kalshi @carsontalkmoney @kobeissiletter @joecarlsonshow @timothybuffett @philipjohnston @nvidia @google @fifteencagr @nataninvesting @beardedinvestorsubconfirmation1 @quantcompounder @juliostonkking @trn57523902

Top assets mentioned Warrior Met Coal, Inc. (HCC) Tidewater, Inc. (TDW) Metadium (META) Alphabet Inc Class A (GOOGL) PayPal Holdings Inc (PYPL) WIX.com Ltd. (WIX) Amazon.com, Inc. (AMZN) Duolingo, Inc. (DUOL) Adobe, Inc. (ADBE) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Hims & Hers Health, Inc. (HIMS) Copart, Inc. (CPRT) Apple, Inc. (AAPL) Alpha Metallurgical Resources, Inc. (AMR) Salesforce Inc (CRM) Joby Aviation, Inc. (JOBY) Mastercard, Inc. (MA) Uber Technologies, Inc. (UBER) Morgan Stanley (MS) Grab Holdings Limited Class A Ordinary Shares (GRAB)

Top Social Posts

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

"The tensions between the US and Iran are supporting $TDW prices https://www.cnbc.com/2026/02/04/oil-prices-jump-on-report-us-iran-nuclear-talks-are-collapsing.html https://www.cnbc.com/2026/02/04/oil-prices-jump-on-report-us-iran-nuclear-talks-are-collapsing.html"
X Link 2026-02-04T19:54Z [--] followers, [---] engagements

"The increased capex numbers from $META $GOOG and probably $AMZN tonight are major reasons to hold the semis like $AMD and $NVDA. Their revenues are going to increase massively based on these updated spend figures"
X Link 2026-02-05T14:09Z [--] followers, [---] engagements

"Being afraid of big tech AI spend is ridiculous. These companies have strong revenue-generating high margin businesses that are only being reinforced and optimized by AI. $META and $GOOG are in the best position to capitalize on AI capex imo. I hold both in my public portfolio and trust that the management in both companies is utilizing their tremendous revenue to grow shareholder value using AI. Investors will need to monitor how much debt these companies are willing to go into but I'm not concerned as of yet. https://twitter.com/i/web/status/2019786599983165882"
X Link 2026-02-06T14:53Z [--] followers, [---] engagements

"New video out on the Bearded Investor YouTube about $GOOG $AMZN and $META"
X Link 2026-02-06T20:45Z [--] followers, [---] engagements

"$HIMS continues to get crushed and now they are under investigation by DOJ for possible violations of FDA regulations"
X Link 2026-02-09T14:22Z [--] followers, [---] engagements

"New video on $PYPL up on the Bearded Investor YouTube channel"
X Link 2026-02-09T21:00Z [--] followers, [---] engagements

"The market now thinks that AI will disrupt financial service firms. https://www.cnbc.com/2026/02/10/the-ai-threat-wrecked-software-stocks-now-broker-stocks-look-next-with-lpl-down-11percent.html https://www.cnbc.com/2026/02/10/the-ai-threat-wrecked-software-stocks-now-broker-stocks-look-next-with-lpl-down-11percent.html"
X Link 2026-02-11T03:09Z [--] followers, [--] engagements

"More confirmation that $META has room to run in the future. Roughly 30% of the public portfolio is in $META and I feel comfortable leaving it at the high concentration in that account. https://www.cnbc.com/2026/02/11/bill-ackman-meta-valuation.html https://www.cnbc.com/2026/02/11/bill-ackman-meta-valuation.html"
X Link 2026-02-11T18:44Z [--] followers, [--] engagements

"Getting ready for $HCC earnings today after the bell. Key things to look for are how Blue Creek is going guidance about Blue Creek and other mine production numbers and what management is seeing for the industry"
X Link 2026-02-12T19:31Z [--] followers, [---] engagements

"$HCC reports net income of $23 million or $0.44 per diluted share compared to $1.1 million YoY. Adjusted EBITDA was $92.9 million versus $53.2 million YoY"
X Link 2026-02-12T21:08Z [--] followers, [---] engagements

"$HCC is also raising volume guidance for [----] because of Blue Creek operational performance"
X Link 2026-02-12T21:09Z [--] followers, [---] engagements

"A quick look at $HCC results for my paid members. My next insights and deep dives will be out shortly as well https://open.substack.com/pub/beardedinvestor/p/warrior-met-coal-hits-its-strider=6trsox&utm_medium=ios https://open.substack.com/pub/beardedinvestor/p/warrior-met-coal-hits-its-strider=6trsox&utm_medium=ios"
X Link 2026-02-13T03:24Z [--] followers, [---] engagements

"CPI came in a 2.4% which was lower than expected https://www.cnbc.com/2026/02/13/cpi-inflation-report-january-2026.html https://www.cnbc.com/2026/02/13/cpi-inflation-report-january-2026.html"
X Link 2026-02-13T13:41Z [--] followers, [---] engagements

"Investing is one of those places where you have to be knowledgeable in so many areas if you want to be successful. Investors need to understand economics geopolitics technology technicals fundamentals psychology innovation and many many other factors and industries to have a shot at processing the sheer amount of information to make sound investment decisions. Warren Buffett says that most of his time is just spent reading and understanding"
X Link 2025-11-26T17:31Z [--] followers, [---] engagements

"@Ashton_1nvests Been looking at a slew of stocks like $DUOL $HIMS $META etc. Another 20% discount on top of these already discounted stocks would be amazing"
X Link 2025-11-27T01:01Z [--] followers, [---] engagements

"@weary_centurion The interest $PYPL earns on that stablecoin should be growing and might even be a meaningful revenue source at some point"
X Link 2025-11-27T15:30Z [--] followers, [---] engagements

"@Mayhem4Markets Trading is difficult with that mental toll. I appreciate the technicals that traders follow but I switched to a predominantly value investor mix between investing versus trading. Use technicals for long term entries seems to be working out well"
X Link 2025-11-28T19:28Z [--] followers, [--] engagements

"@Mr_Derivatives [----] is coming sooner than later at this pace. Investors seem optimistic about fed rate cuts and the administration is signaling strong support for the markets"
X Link 2025-11-29T14:31Z [--] followers, [---] engagements

"New video on $CPRT coming soon which will be posted here and on YouTube. If you like investing make sure you follow me here on X and on YouTube (link in bio)"
X Link 2025-12-01T19:35Z [--] followers, [--] engagements

"My new video on $CPRT stock is up on X and YouTube. In this video I do analysis on the moat and financials of $CPRT"
X Link 2025-12-01T21:45Z [--] followers, [---] engagements

"$PYPL ads are going to be a large part of the turnaround play for $PYPL in terms of revenue and earnings growth. The high margin from the integration of these ads is going to really help them in the long run"
X Link 2025-12-01T22:48Z [--] followers, [---] engagements

"Attaching this article here because it is so valuable to read for value investors. https://newsroom.paypal-corp.com/2025-10-07-PayPal-Unleashes-the-Power-of-Retail-Media-for-Small-Businesses-Enabling-Them-to-Join-Billion-Dollar-Advertising-Boom https://newsroom.paypal-corp.com/2025-10-07-PayPal-Unleashes-the-Power-of-Retail-Media-for-Small-Businesses-Enabling-Them-to-Join-Billion-Dollar-Advertising-Boom"
X Link 2025-12-01T22:48Z [--] followers, [--] engagements

"What are some great stock names for long term buy and holds I'm looking for companies that are buying back shares on the cheap increasing revenues / earnings / FCF yields low market cap size ( $5 billion) with strong moats"
X Link 2025-12-01T23:20Z [--] followers, [---] engagements

"@Kalshi No need for $AAPL to have an AI division 😂"
X Link 2025-12-01T23:24Z [--] followers, [--] engagements

"@CarsonTalkMoney Thats impressive I wish somebody told me about HSAs when I was younger. Best tax advantaged investment account imo"
X Link 2025-12-02T01:17Z [--] followers, [--] engagements

"@KobeissiLetter All the hyperscalers like $AMZN and $GOOG are looking to avoid paying $NVDA a premium for chips just to advance their AI infrastructure and plans. This was bound to happen since these companies are always looking to become more efficient and more vertically integrated"
X Link 2025-12-02T16:43Z [--] followers, [--] engagements

"The top gainers in my watchlist. $HCC is now a 73% gainer for me and $TDW now is 12% up. This is just a start I will be holding these companies for a long time while they keep building their cash reserves barring any M&A from their prodigious free cash flows. At some point without the possibility of M&A and other capital expenditures for growth $HCC should be returning large swaths of capital back to investors most likely in the form of special dividends. I'm optimistic management sees the light and gives investors some buybacks on top of that."
X Link 2025-12-03T18:43Z [--] followers, [---] engagements

"@joecarlsonshow $GOOG $META $HCC"
X Link 2025-12-03T19:17Z [--] followers, [--] engagements

"@TimothyBuffett I own $HCC and $TDW and also have a cash secured put on $AMR. So I could say Im in a position to gain on all of them and that today has been a great day 😂"
X Link 2025-12-03T20:02Z [--] followers, [---] engagements

"Im close to a decision on $PYPL shares after these interviews and looking at opportunity costs by being in other names. As a $PYPL investor Im looking for drastic moves by management pretty quickly to justify holding these shares"
X Link 2025-12-04T16:28Z [--] followers, [---] engagements

"$META issues were all of their own making I.e - the aggressive spending on capex and money losing metaverse division. Also why I didnt sell any shares cause there is nothing wrong with their massive revenue generating advertising core business. They can easily turn the ship and sentiment by changing what they are doing as evidenced by this news"
X Link 2025-12-04T16:33Z [--] followers, [--] engagements

"I bought a new stock for the public portfolio My Patreon members can see the thesis for this new stock so join my Patreon for deep-dive stock analysis stock buys/sells and access to my new investing X community Beard & Bull Markets The Patreon link is below for those who want to get better at investing and finding amazing wealth-building stocks"
X Link 2025-12-08T22:13Z [--] followers, [--] engagements

"https://www.patreon.com/posts/bought-brand-new-145389463utm_medium=social&utm_source=twitter&utm_campaign=postshare_creator&utm_content=join_link https://www.patreon.com/posts/bought-brand-new-145389463utm_medium=social&utm_source=twitter&utm_campaign=postshare_creator&utm_content=join_link"
X Link 2025-12-08T22:13Z [--] followers, [--] engagements

"@PhilipJohnston @nvidia @Google This makes me bullish on SpaceX $GOOG and other companies that are dealing or will deal with AI data centers in space"
X Link 2025-12-10T18:55Z [--] followers, [--] engagements

"Not sure if investors are mixing up thermal and met coal companies but i'll take it 😂. $HCC is a strong met coal producer with amazing fundamentals and a massive influx of free cash flow starting in [----] and beyond"
X Link 2025-12-11T16:59Z [--] followers, [---] engagements

"January projections for Fed rate cut is not looking good at 75% chance of no cut"
X Link 2025-12-12T18:00Z [--] followers, [--] engagements

"@dividenddude I bought some $CRM earlier this week. Strong business undervalued based on DCF model buying back shares harder to disrupt than $ADBE etc etc"
X Link 2025-12-13T13:54Z [--] followers, [---] engagements

"This is interesting and could possibly affect $TDW in some way indirectly. These shipyards would be used for building liquified natural gas tankers polar ice-breakers and Navy vessels not OSVs specifically"
X Link 2025-12-14T15:16Z [--] followers, [---] engagements

"The majority of multi-baggers generate their large gains before the initial public offering in the private markets. However some companies are able to get those gains post-ipo one of which could be SpaceX. Investors need to focus on several things like their industry/business moat fcf generation buybacks TAM etc etc"
X Link 2025-12-14T20:26Z [--] followers, [----] engagements

"Its always wild to me that $GOOG owns a significant portion of SpaceX at 7-7.5%. They stand to benefit huge when the spaceX IPO drops. Their moonshot investments are truly amazing investments that have potential to change the world. Autonomous vehicles quantum computing and space travel/transport to name a few"
X Link 2025-12-15T16:35Z [--] followers, [--] engagements

"New video on $UBER going up today As always I'm posting on X as well so that anyone can access it"
X Link 2025-12-16T19:30Z [--] followers, [---] engagements

"So when is this Santa Clause rally expected to begin"
X Link 2025-12-17T18:43Z [--] followers, [--] engagements

"Wow $PYPL got a downgrade from Morgan Stanley to $51. I can't say that I'm surprised at the downgrade but I'm a little surprised at the target. $PYPL valuation already looks like it fell six feet underground. The recent news about banking could be leading to some poor sentiment around the name as well. Seems like they are going to be competing with financial institutions across the board"
X Link 2025-12-18T14:59Z [--] followers, [---] engagements

"Link to post: https://www.investing.com/news/analyst-ratings/morgan-stanley-downgrades-paypal-stock-rating-to-underweight-on-checkout-concerns-93CH-4414435 https://www.investing.com/news/analyst-ratings/morgan-stanley-downgrades-paypal-stock-rating-to-underweight-on-checkout-concerns-93CH-4414435"
X Link 2025-12-18T14:59Z [--] followers, [--] engagements

"$HCC continues to excel. one of my best investments this year"
X Link 2025-12-19T15:00Z [--] followers, [---] engagements

"@fifteenCAGR Yes I'm not sure who would be selling now before this huge increase in free cash flow next year and beyond but investors should be HODL'ing right now"
X Link 2025-12-22T15:23Z [--] followers, [--] engagements

"New video on $WIX up on the Bearded Investor YouTube. I have attached it here for my X audience as well"
X Link 2025-12-22T22:10Z [--] followers, [---] engagements

"I create a new stock analysis article on $ADBE which is available on my Patreon Check it out for in-depth financials and the thesis around $ADBE as an investment. https://www.patreon.com/posts/priced-for-death-145791702utm_medium=social&utm_source=twitter&utm_campaign=postshare_creator&utm_content=join_link https://www.patreon.com/posts/priced-for-death-145791702utm_medium=social&utm_source=twitter&utm_campaign=postshare_creator&utm_content=join_link"
X Link 2025-12-23T20:48Z [--] followers, [--] engagements

"@nataninvesting $WIX"
X Link 2025-12-26T17:54Z [--] followers, [---] engagements

"New video on $GRAB stock analysis is up on my YouTube Check it out here on X and make sure you subscribe to my YouTube to get more stock analysis videos"
X Link 2025-12-29T21:15Z [--] followers, [---] engagements

"My post on my free Bearded Investor newsletter. Join my Substack for further monthly market updates"
X Link 2025-12-31T19:53Z [--] followers, [--] engagements

"https://open.substack.com/pub/beardedinvestor/p/what-is-going-on-with-commoditiesr=6trsox&utm_medium=ios https://open.substack.com/pub/beardedinvestor/p/what-is-going-on-with-commoditiesr=6trsox&utm_medium=ios"
X Link 2025-12-31T19:53Z [--] followers, [--] engagements

"A new video on $JOBY stock is going to drop soon on the Bearded Investor YouTube channel. Make sure you subscribe and turn on notifications to stay up to date on all the latest videos https://youtube.com/@BeardedInvestorsub_confirmation=1 https://youtube.com/@BeardedInvestorsub_confirmation=1"
X Link 2026-01-05T21:15Z [--] followers, [---] engagements

"My latest take on $JOBY stock available here on X and on the Bearded Investor YouTube Channel"
X Link 2026-01-05T22:20Z [--] followers, [--] engagements

"A new deep dive stock analysis on $WIX stock for my premium Patreon and Substack members I made a YouTube video about $WIX a few weeks ago but here is an in-depth article about it and why I like it as an investment A Discrepancy Between Fundamentals and Market Sentiment in WIX https://open.substack.com/pub/beardedinvestor/p/a-discrepancy-between-fundamentalsr=6trsox&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/beardedinvestor/p/a-discrepancy-between-fundamentalsr=6trsox&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-07T21:58Z [--] followers, [---] engagements

"@QuantCompounder Thats a great entry I think so as well. Definitely a long term hold for me"
X Link 2026-01-10T21:20Z [--] followers, [--] engagements

"$DUOL is getting crushed today with news of the CFO resigning and getting replaced"
X Link 2026-01-12T15:06Z [--] followers, [---] engagements

"https://www.tradingview.com/news/reuters.com2026:newsml_L4N3YD0SI:0-duolingo-slips-as-matt-skaruppa-to-step-down-as-cfo/ https://www.tradingview.com/news/reuters.com2026:newsml_L4N3YD0SI:0-duolingo-slips-as-matt-skaruppa-to-step-down-as-cfo/"
X Link 2026-01-12T15:06Z [--] followers, [--] engagements

"My new video on $MA is up on my Bearded Investor YouTube and posted here for free If you don't follow me on YouTube make sure you subscribe to get my latest stock investment analysis"
X Link 2026-01-12T21:35Z [--] followers, [---] engagements

"$GOOG is just such an amazing play. This news about $AAPL using $GOOGs Gemini for their AI just proves how valuable the services and products that $GOOG produces are for even fellow Mag7 companies. $GOOG is my main Mag7 followed closely by $META for completely different reasons in [----]. $META just has to show significant results from their AI capex. But once the financials catch-up or surpass their capex $META will fly. https://twitter.com/i/web/status/2011133946394726742 https://twitter.com/i/web/status/2011133946394726742"
X Link 2026-01-13T17:51Z [--] followers, [--] engagements

"$MA does not get their revenue from interest payments so the 10% cap on credit card news should not affect them directly. Companies like $MA and $V would get hit if customers did fewer credit transactions as some of their revenues come from transaction fees"
X Link 2026-01-13T20:44Z [--] followers, [--] engagements

"Painting SaaS names with a broad brush seems to be the market's play at the moment. Look at $ADBE $CRM $WIX $DUOL and a slew of other software names and the overall sentiment is that AI will disrupt them away. They are not looking at individual stock fundamentals. The discrepancy between value and price is getting better and better. https://twitter.com/i/web/status/2011471821422403943 https://twitter.com/i/web/status/2011471821422403943"
X Link 2026-01-14T16:13Z [--] followers, [---] engagements

"@JulioStonkKing I agree Strong tailwinds for $WIX and Im DCAing into this name as it falls. Once they can streamline their spend and costs on Base [--] they should show great growth in their numbers"
X Link 2026-01-14T17:05Z [--] followers, [---] engagements

"This $AMD is a dream from a long term investing standpoint. Share price is dropping from a combination of lofty expectations unexpected China sales and higher expenses. The need for processors and chips is going to grow as the world adapts to AI. $AMD will have new product lines to meet this demand and collect a large portion of that TAM"
X Link 2026-02-04T19:39Z [--] followers, [--] engagements

"I made some major moves yesterday in the public portfolio. I reallocated some money from some AI stocks and put them into $PYPL and $TDW. Sometimes a boring stock with improving fundamentals and growth drivers will beat high flying names. Fundamentals absolutely matter and those who say otherwise are trading. In a longer time frame these companies will be multi-baggers. A return of 100% is excellent but a return of more than 500% is better. The only hitch is you may have to hold longer than a few years. https://twitter.com/i/web/status/1990788160033341889"
X Link 2025-11-18T14:24Z [--] followers, [---] engagements

"@dividenddude I bought a ton of $PYPL and $TDW. These are long term plays for me but I think they will be multi baggers"
X Link 2025-11-22T20:50Z [--] followers, [---] engagements

"If this situation with Venezuela becomes something with substance then we could see a short term increase in oil prices. $TDW prices will be volatile in the short term as a result of any escalation as the stock price is highly dependent on oil prices"
X Link 2025-12-02T01:27Z [--] followers, [---] engagements

"$TDW quietly breaking $60 a share. Boring companies with strong moats small market caps AMAZING fcf yield active buybacks and/or authorized buybacks growth M&A no net debt and rising revenues/earnings are money-makers without the need for a hype cycle"
X Link 2025-12-05T15:15Z [--] followers, [---] engagements

"Brand new deep-dive stock analysis article on $TDW. My Patreon members can read it attached below:"
X Link 2025-12-09T20:34Z [--] followers, [---] engagements

"This news is crushing shares of $TDW right now but the longer term (multi-decade) thesis on oil could look very different. Luckily $TDW is a strong position financially with low debt cash on the balance sheet strong FCF generation and strong drilling project backlog in latter [----] for potential higher OSV demand. https://twitter.com/i/web/status/2001363354472841351 https://twitter.com/i/web/status/2001363354472841351"
X Link 2025-12-17T18:46Z [--] followers, [---] engagements

"This reinforces my long-term bullishness on $HCC. The NOLs (net operating losses) both federal and state prevent anyone from holding too much $HCC stock. However $HCC management is gradually getting rid of these NOLs and should be able to get buybacks like $AMR on the table"
X Link 2025-12-19T21:10Z [--] followers, [---] engagements

"There are major fundamental tailwinds for $TDW on the company level that at the very least provides a safety net for investors even if the oil price is weak. https://x.com/100xCompounding/status/2002114290552353070s=20 Yes. We expect either a massive buyback or a deal or two to be done between now and the end of Q1 [----]. Management is very interested in getting money to work one way or another and both present attractive opportunities that is M&A vs share buyback $TDW https://x.com/100xCompounding/status/2002114290552353070s=20 Yes. We expect either a massive buyback or a deal or two to be"
X Link 2025-12-21T14:48Z [--] followers, [---] engagements

"$HCC about to hit $90 a share. Met coal has been one of my best investments this year"
X Link 2025-12-22T14:55Z [--] followers, [---] engagements

"Pretty happy with this result on $HCC. +84% so far and it will have room to run further depending on the capital return decisions and changes in the Met coal market. Im holding these shares for a few years to see if I can get a true multibagger out of this name"
X Link 2025-12-24T21:04Z [--] followers, [---] engagements

"$HCC cracked $90 per share so congratulations to long term holders I still see strong fundamentals and free cash flows in [----] and beyond"
X Link 2025-12-30T15:31Z [--] followers, [---] engagements

"This looks like a black swan event with oil and the prices could drop a lot in the short term with the U.S. government saying they will sell a large portion of the seized Venezuelan oil. $TDW shares are going to take a hit in that reality but their fundamentals are still very strong. What this DOES do is impact future offshore E&P/drilling that has not been booked if there is a deep extended downturn in the oil markets from here. https://twitter.com/i/web/status/2007520677151338851 https://twitter.com/i/web/status/2007520677151338851"
X Link 2026-01-03T18:33Z [--] followers, [---] engagements

"@TRN57523902 Yep I agree. If $TDW falls on this news it will be a great long term entry point as their business is fundamentally strong at this point"
X Link 2026-01-03T19:01Z [--] followers, [---] engagements

"Its been great having family time for a few weeks but now its time to lock in and start outperforming the S&P [---] for [----]. Here is my portfolio as of January 1st 2026: $HCC $GOOG $META $AMZN $TDW $WIX"
X Link 2026-01-05T02:46Z [--] followers, [---] engagements

"Looks like $TDW shares are up in pre market. The short term geopolitical tension is helping oil as usual"
X Link 2026-01-05T13:51Z [--] followers, [---] engagements

"We are officially back in price discovery with $HCC"
X Link 2026-01-06T15:11Z [--] followers, [---] engagements

"$HCC making new all time highs"
X Link 2026-01-08T19:45Z [--] followers, [---] engagements

"$HCC is showing phenomenal strength coming into [----]. The fundamental thesis continues to play out with Blue Creek which they will be wrapping up very soon in terms of project capex spend. The production revenue gains + stoppage of project capex = massive increase in free cash flows. This is just one tailwind for the company. https://twitter.com/i/web/status/2010050055189774825 https://twitter.com/i/web/status/2010050055189774825"
X Link 2026-01-10T18:04Z [--] followers, [---] engagements

"$TDW is a second derivative play on the oil markets as they provide offshore supply vessel (OSV) support to the major oil companies offshore drilling projects. Offshore oil projects are by nature longer term commitments than onshore drilling projects. It requires discovery setting up rigs drilling and more. These are multi-year commitments which requires OSV support for the duration. I think $TDW is ideally positioned to capture the OSV industry for years to come in the future. https://twitter.com/i/web/status/2010743187149672520 https://twitter.com/i/web/status/2010743187149672520"
X Link 2026-01-12T15:58Z [--] followers, [---] engagements

"My public portfolio is beating the S&P [---] looking back at the last twelve months. The portfolio has some non-AI names like $HCC that continue to have outstanding performance"
X Link 2026-01-20T19:03Z [--] followers, [---] engagements

"It seems that this drawdown in $HCC was needed from a technical charting perspective. Not sure if this technical retrace will continue or bounce from here but I expect much higher levels when looking long term"
X Link 2026-01-26T15:31Z [--] followers, [---] engagements

"As long as the fundamental narrative behind $HCC continues to support the financials we will continue to see re-ratings of this name"
X Link 2026-01-26T21:12Z [--] followers, [---] engagements

"So much news for $WIX and still undervalued stock in my opinion. [--]. $WIX announced Wix Harmony which will blend AI-driven vibe coding with Wixs advanced visual editing tools. [--]. $WIX is going to have a Superbowl commercial on February [--] [----] focusing on it's platform like the new Wix Harmony they announced last week. [--]. Their board of directors have approved a $2 billion share buyback spanning the next [--] fiscal years of [----] and [----]. This is on a company with a $4.9 B market cap. The stock is suppressed due to the AI marketing and scaling costs around Base [--]. So this is the perfect time to"
X Link 2026-01-28T16:00Z [--] followers, [---] engagements

"$META reporting a +24% revenue growth YoY and net income growth of +9%. Operating margins also fell 7% YoY. Earnings growth should ideally outpace revenue growth but $META is spending a ton on operations and AI capex"
X Link 2026-01-28T21:24Z [--] followers, [---] engagements

"One of the best days the public account has had in a long time. The gains are thanks to $META and $HCC"
X Link 2026-01-29T19:29Z [--] followers, [---] engagements

"Analysts are catching on to the discrepancy between price and value in $HCC"
X Link 2026-01-30T15:46Z [--] followers, [--] engagements

"Looks like we finally got the market volatility that pushed $SOFI to the lower $20's"
X Link 2026-02-02T14:48Z [--] followers, [---] engagements

"$GOOG is hitting all time highs again. It looks strong going into earnings this week"
X Link 2026-02-02T15:29Z [--] followers, [--] engagements

"I posted an update on SoFi stock on the Bearded Investor YouTube channel and added here as well. The video goes through bull & bear arguments financials metrics earnings and valuation"
X Link 2026-02-02T21:20Z [--] followers, [--] engagements

"Here is my stock analysis on $VST. It's available here as well as on YouTube Patreon and Substack. As usual I go through the business model and moat risks+ competition historical financials earnings and valuation analysis"
X Link 2026-01-19T22:20Z [--] followers, [----] engagements

"$BTC falling hard past few days and is basically a call option on tech stocks. This market is already offering great deals on many excellent stocks but its anyones guess how far the market dips"
X Link 2026-02-06T01:35Z [--] followers, [--] engagements

"Interesting Waymo news just before $GOOG reports earnings https://www.cnbc.com/2026/02/02/waymo-announced-16-billion-fundraising-round.html https://www.cnbc.com/2026/02/02/waymo-announced-16-billion-fundraising-round.html"
X Link 2026-02-03T01:04Z [--] followers, [---] engagements

"Waymo will be valued at $126 billion after this funding round and Alphabet is still the majority investor in Waymo. This is another reason $GOOG is a core holding for my public long term account"
X Link 2026-02-03T01:19Z [--] followers, [--] engagements

"$PYPL is now trading in the $40s on news that Alex Chriss is getting replaced as CEO of $PYPL"
X Link 2026-02-03T13:06Z [--] followers, [---] engagements

"Basic options strategies are a must in this volatile market. I dont own $DUOL in the public account but I do own it in one of my other portfolios. I have been able to reduce my cost basis by over $16/share because of the weakness in SaaS names. Im using the proceeds from selling covered calls to buy high quality tech stocks like $META. https://twitter.com/i/web/status/2018819468076450263 https://twitter.com/i/web/status/2018819468076450263"
X Link 2026-02-03T22:50Z [--] followers, [--] engagements

"Im wondering if this is the transition phase between where the market believes that AI will kill off software/ other industries and at the same time bemoaning the incredible level of hyper scalar AI spending"
X Link 2026-02-06T01:07Z [--] followers, [--] engagements

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