@CarsonTalkMoney Avatar @CarsonTalkMoney Carson

Carson posts on X about $zeta, $crm, $adbe, $sofi 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 65.52% technology brands 42.86% finance 39.9% cryptocurrencies 32.02% fashion brands 5.17% exchanges #2581 automotive brands 0.99% countries 0.49%

Social topic influence $zeta #33, $crm #30, $adbe #28, $sofi #60, stocks #2307, $grab #8, $now #182, meta 9.61%, $meta #131, $amzn #169

Top accounts mentioned or mentioned by @bagholderiq @bigbobinvests @ricktheslick67 @longgameequity @r1chardmaur1ce @varunrao1105564 @cariloncapital @elneneloco813 @louieinvests @hanscashflow @lenyquant @compounding365 @aizalaincapital @thismymoniker @mrleonkerzner @ildefonsovilar @ron_trades @joshvir001 @rontrades @financejack44

Top assets mentioned ZetaChain (ZETA) Salesforce Inc (CRM) Adobe, Inc. (ADBE) RAI Finance (SOFI) Grab Holdings Limited Class A Ordinary Shares (GRAB) Now Coin (NOW) Metadium (META) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) PayPal Holdings Inc (PYPL) Nike Inc (NKE) Alphabet Inc Class A (GOOGL) PancakeSwap (CAKE) Bitcoin (BTC) Ethereum (ETH) NuCypher (NU) Celsius Holdings, Inc. Common Stock (CELH) Robinhood Markets, Inc. (HOOD) AppLovin Corporation (APP) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Palantir Technologies Inc. (PLTR) CatCoin (CAT) Iris Energy Limited (IREN) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)

Top Social Posts

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

"This is why I'm starting a postion in $ZETA tommrow"
X Link 2026-01-19T18:01Z [----] followers, 50.8K engagements

"What stock are you guys looking to buy next week For me it's $ZETA"
X Link 2026-01-25T17:12Z [----] followers, [----] engagements

"I went ahead and bought a small position in $UNH. It's a health care company I think a 20% move is a bit crazy I'm not going to buy it in my personal portfolio but went ahead and bought it for my school simulator I only got [--] days so I'm hoping it will have a reversal in the short term Should I add $UNH inside my stock simulating game Or should I stay away I'm trusting you guys Should I add $UNH inside my stock simulating game Or should I stay away I'm trusting you guys"
X Link 2026-01-27T18:36Z [----] followers, [----] engagements

"Do you guys think $ETH will go on a historic run like Silver Or will crypto/ ETH just stay hated forever RUN IT UP No chance RUN IT UP No chance"
X Link 2026-01-28T01:31Z [----] followers, [---] engagements

"@Spike_1567 @QualityInvest5 Yeah that's fair enough is $CSU on the NYSE"
X Link 2026-01-29T19:23Z [----] followers, [---] engagements

"@bigbobinvests This is about to be $ETHA [---] Hopefully this one works out :)"
X Link 2026-01-29T20:53Z [----] followers, [---] engagements

"The S&P [---] is up 1.17% this year but I have [--] stocks down over 10% This is a wild market It seems only a couple of stock are falling while stock like $ASML $META and $AMD are rolling Here's my [--] stocks that are down 10+% this year $CRM 18.62% $SOFI 16.93% $GRAB 15.35% $ADBE 12.02% It's pretty funny because these are the stocks I was already buying. So I get them even cheaper I'll drop my projections below https://twitter.com/i/web/status/2017613467750912484 https://twitter.com/i/web/status/2017613467750912484"
X Link 2026-01-31T14:58Z [----] followers, [---] engagements

"What do you guys think I should do Save my money to buy more stocks next week or do a buy on $ETH If I buy $ETH it would probably be between $50-$100. Thats $50-$100 that I could use to buy more $ZETA or $SOFI Its honestly a tough decision"
X Link 2026-01-31T22:13Z [----] followers, [----] engagements

"You are just simply incorrect how much analysis have you done on these companies Adobe $CRM and $PYPL could be true well have to see. Nike has been declining revenue the last year its nothing new its a turn around play How is $CELH overvalued Are you price in there 100+% EPS growth next year $CAKE is up nearly 10% this year 8% is [--] years is crazy lol What is fair value for $SOFI then https://twitter.com/i/web/status/2017801104696701054 https://twitter.com/i/web/status/2017801104696701054"
X Link 2026-02-01T03:24Z [----] followers, [---] engagements

"@ricktheslick67 @DJaramill0010 I dont think I would ever own Core-weave whether Im [--] or [--]. I normally dont buy companies with more debt then cash and Core weave looks terrible I own 90+% growth in my portfolio the only value/dividend plays I have is $NKE and $CAKE"
X Link 2026-02-01T03:52Z [----] followers, [--] engagements

"I love the first of the month Interest today - $16.68 from Sofi - $8.46 from RobinHood - $0.40 from River - $5.69 from Fidelity I will also get a payment from $SGOV next week which will be around $19 This bring my monthly income to $50.23 How much interest did you get paid this month https://twitter.com/i/web/status/2017969018653544943 https://twitter.com/i/web/status/2017969018653544943"
X Link 2026-02-01T14:31Z [----] followers, [---] engagements

"@Ashton_1nvests I like running updates projections on stocks I wish to own and was shocked when I ran $CRM numbers They actually got 2nd place by annualized return so Im going to add more next week $ZETA $CRM and $SOFI were the top three stocks"
X Link 2026-02-01T17:25Z [----] followers, [---] engagements

"Here's an updated look at my net worth - Checking + Savings $7475.64 - $6254.84 - Fidelity Total $35641.88- $38121.38 - $BTC $2818.01- $2710.87 - RobinHood total $65002.32- $65960.35 Total net worth $110937.85- $113047.44 M/M change - +1.90% Not to bad speaking my net worth was down $1500 yesterday Tomorrow is the first of the month so Im planning to update my net worth. Do you guys like seeing those updates I dont want it to come across as flexing; I just genuinely enjoy seeing other peoples net worth updates so its only fair I share mine Tomorrow is the first of the month so Im planning to"
X Link 2026-02-01T23:06Z [----] followers, [---] engagements

"I should get a paycheck worth $1675 on Wednesday night This is how I plan to break it down Guaranteed spending - $150 for my credit card - $250 into $BTC - $290 into my Roth IRA Debatable spending - 5-20 shares of $SOFI - 5-20 shares of $ZETA - 1-2 shares of $CRM - $100-$250 of $ETH - 1-5 shares of $NKE - 20-50 mores shares of $GRAB What do you guys think I should spend my paycheck on https://twitter.com/i/web/status/2018104016127861202 https://twitter.com/i/web/status/2018104016127861202"
X Link 2026-02-01T23:27Z [----] followers, [---] engagements

"It doesnt look like the pain is done We could fall back under $60000 this week which was the milestone I hit in October This is absolutely BRUTAL I hope you guys got your check books ready this week $NU $SOFI $AMD and $ZETA are all falling massively"
X Link 2026-02-02T04:55Z [----] followers, [----] engagements

"Yes sir $META is easily one of the best buys in the market Im surprised it took you this long to buy some their as wide moat as they come I dont think another social media app is going to get 3+ billion users in our lifetime I also have been building me and my girlfriend $META position we own just below [--] shares now https://twitter.com/i/web/status/2018333907557433595 https://twitter.com/i/web/status/2018333907557433595"
X Link 2026-02-02T14:41Z [----] followers, [----] engagements

"The three amigos of pain are continue to trend down $PYPL $ADBE and $CRM have been by far the hardest stock to buy/hold I honestly think they are down 80+% of trading days which is INSANE This be said I feel great about $CRM and $ADBE long term I honestly will likely add more $CRM this week $PYPL is the one I'm worried about. If it doesn't impress me with quarter they are gone I like $ZETA $SOFI $BTC $CRM and $META to much to hold them I'll let you guys know what I decide to do Tuesday night I'll make a post breaking down the entire report https://twitter.com/i/web/status/2018400233739227514"
X Link 2026-02-02T19:04Z [----] followers, [----] engagements

"The Carson Fund was rolling today I was scared I was going to fall back to $60000 today but we turned it around :) Carson Fund 0.76% Nasdaq 0.56% S&P [---] 0.54% Biggest winners - $AMD 4.03% - $GRAB 2.56% - $NU 2.03% - $GOOG 1.88% - $AMZN 1.53% Biggest losers - $SOFI 3.2% - $CELH 2.21% - $META 1.41% How did you guys do today https://twitter.com/i/web/status/2018519687487775166 https://twitter.com/i/web/status/2018519687487775166"
X Link 2026-02-03T02:59Z [----] followers, [---] engagements

"What do you guys think I will do with my $PYPL position after earnings Sell Hold Trim Sell Hold Trim"
X Link 2026-02-03T03:57Z [----] followers, [----] engagements

"I have decided to sell my entire $PYPL position can it go up long term sure but Im not waiting around to find out I believed in Alex Chris I was wrong. Not ever investment I make will be great and I admit when a investment fail Between me and my girlfriends account we will be able to write off $1500 in losses which will help us with taxes in [----] This is why I sold - Revenue ❌ - EPS ❌ - Users ❌ - FCF ❌ - Guidance ❌❌❌❌❌❌❌❌❌ This was one of the worst quarter I have seen in my entire life if I had to grade it it would be an F The only decent think is this report was TPV growing buts thats it Is"
X Link 2026-02-03T13:11Z [----] followers, [----] engagements

"@WillBiddy_ No it was TERRIBLE one of the worst reports I have read in my life I would grade it a F the only good thing was TPV increasing I thought they would grow 12+% EPS next year they are projecting negative growth What did you see that made it not that bad"
X Link 2026-02-03T13:17Z [----] followers, [---] engagements

"Welp this is my worst day since liberation day but at least my paycheck hits tomorrow I honestly will most likely just split it up between $ZETA $CRM $ADBE $GRAB and $SOFI Those all look AMAZING"
X Link 2026-02-03T18:53Z [----] followers, [----] engagements

"@R1chardMaur1ce I just prefer to DCA I don't really care to time the bottom its a tough game to play Do you only buy stocks based on these charts"
X Link 2026-02-03T19:22Z [----] followers, [---] engagements

"@QualCompounders Yes sir I sold $PYPL so I split it between [--] stocks I own $META $CRM $SOFI $GRAB $ZETA and $NKE"
X Link 2026-02-03T20:36Z [----] followers, [---] engagements

"BRUTAL day SAAS got killed so that brought the portfolio down Nasdaq 1.43% S&P [---] 0.84% Carson Fund 2.96% Biggest winners - $CAKE 2.08% - $NU 0.06% Biggest losers - $ADBE 7.31% - $CRM 6.85% - $ZETA 5.14% - $GRAB 3.17% - $ASML 3.16% How did you guys do today https://twitter.com/i/web/status/2018802706022908023 https://twitter.com/i/web/status/2018802706022908023"
X Link 2026-02-03T21:44Z [----] followers, [----] engagements

"We will start with their Quarterly results Revenue 34% Gross profit 44% Gross margin [--] basis points Expenses 27% (Well below Revenue) Net income 213% EPS 217% This is just simply amazing"
X Link 2026-02-04T01:36Z [----] followers, [---] engagements

"Let's see how they did compared to analyst Revenue beat by $0.21 EPS beat by $630 million The only "negative" is they are only projecting 32% revenue growth for Q1 [----] vs 33.8% this quarter This is not a problem since Lisa Su commonly sandbags the numbers I personally think they will grow closer to 33% which is still great growth https://twitter.com/i/web/status/2018861095373390026 https://twitter.com/i/web/status/2018861095373390026"
X Link 2026-02-04T01:36Z [----] followers, [---] engagements

"If SAAS companies weren't so cheap I would actually buy more $AMD. It's already my largest position but when your going to execute like that I want to own as much as possible I would love to buy some some $AMD in my girlfriend account but we'll see if I pull the trigger"
X Link 2026-02-04T01:36Z [----] followers, [---] engagements

"The issue is so many stocks are buys right now I have actually been buying more stocks recently then in April I'll show you every stock I would happily buy more of today 1) $AMD 2) $META 3) $CRM 4) $NKE 5) $ADBE 6) $SOFI 7) $GRAB 8) $ZETA"
X Link 2026-02-04T01:36Z [----] followers, [---] engagements

"@ricktheslick67 @HolySmokas That was 123% again I am actually think about buying more though. I just think SAAS is a better buy at todays prices"
X Link 2026-02-04T02:51Z [----] followers, [--] engagements

"@ambitious_luis Why $METS at [--] Thats crazy to me"
X Link 2026-02-04T03:16Z [----] followers, [--] engagements

"They are the 2nd fast growing mag [--] by revenue and EPS but are are the cheapest by the PE ratio. They are still growing user 7+% and they are beginning to monetize threads and What's App. Those alone make this company a buy IMO That's not even talking about how AI will benefit them in the future the Upside is great IMO https://twitter.com/i/web/status/2018888933933756753 https://twitter.com/i/web/status/2018888933933756753"
X Link 2026-02-04T03:26Z [----] followers, [--] engagements

"@frank_invests I try and buy stocks every week regardless of earnings I think I'm going to buy more $ZETA and $SOFI today"
X Link 2026-02-04T14:32Z [----] followers, [---] engagements

"@Lib3rtyDankmeme I strongly disagree. $ADBE is spending $4.3 billion on R&D you think [--] software engineers and AI can replicate that"
X Link 2026-02-04T14:41Z [----] followers, [--] engagements

"The head of the largest AI chip producer is saying SAAS isn't going away but they continue to get killed I wonder if wall street even watches videos like these some one with real experience saying software isn't going anywhere But regardless I'm happy wall street keeps selling them off I'll happily buy some more Give me more $ZETA $CRM and $ADBE Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT Jensen"
X Link 2026-02-04T15:37Z [----] followers, [---] engagements

"@SwingTraderPhiX I have bought more $GRAB $ADBE and $CRM this week How about you"
X Link 2026-02-04T15:53Z [----] followers, [---] engagements

"The Carson Fund got brutalized today This is my 2nd worst day in history thanks to $AMD Carson fund 3.50% Nasdaq 1.51% S&P [---] 0.51% Biggest winners - $NKE 5.40% - $CAKE 3.34% - $ADBE 2.86% Biggest losers - $AMD 17.31% - $NU 6.07% - $SOFI 4.64% - $ASML 4.07% - $META 3.28% How did you guys do today https://twitter.com/i/web/status/2019241238369595460 https://twitter.com/i/web/status/2019241238369595460"
X Link 2026-02-05T02:46Z [----] followers, [---] engagements

"@optionsmaster69 @mattscottcap True but I still think they are great opportunities. $AMD is my largest holding for that reason"
X Link 2026-02-05T02:58Z [----] followers, [--] engagements

"@stockboildown Yeah :( $AMD killed me today too. Are you using leverage"
X Link 2026-02-05T03:01Z [----] followers, [---] engagements

"@varunrao1105564 Ehhh I love it I added [--] shares today but will continue to add on the dip Do you own any $ZETA"
X Link 2026-02-05T04:55Z [----] followers, [---] engagements

"Every day Im getting closer to doing a one time buy the problem is $ZETA $SOFI and $GRAB keep getting cheaper :) What do you guys think I should do I added more money to stocks this paycheck but if we fall below $65000 this might be worth an additional $250 buy"
X Link 2026-02-05T13:14Z [----] followers, [----] engagements

"Now were talking This will start to move the Nasdaq and the S&P [---] :) Nasdaq is now down around 6% from all time highs I'm loving this I think $AMZN could become attractive after earnings I don't think it matters what they report wall street only cares about one metric. Cap EX I predict they will fall below $200 after earnings which will make it a very attractive buy How are you guys feeling about $AMZN earnings https://twitter.com/i/web/status/2019420650016846317 https://twitter.com/i/web/status/2019420650016846317"
X Link 2026-02-05T14:39Z [----] followers, [----] engagements

"@bigbobinvests HOLY CRAP I might be buying some more shares today. Hint hint :)"
X Link 2026-02-05T14:40Z [----] followers, [---] engagements

"@Sean_invests $META is way cheaper IMO. What metric are you using"
X Link 2026-02-05T15:04Z [----] followers, [--] engagements

"@MrRookieTrades 100% $META I bought more yesterday. The Cap Ex is a little crazy but will be less of a problem once the algorithms are created They are the 2nd fastest growing and the cheapest by FWD PE"
X Link 2026-02-05T16:46Z [----] followers, [--] engagements

"@RealtyStacker Nice Im not the biggest fan of $TSLA but I respect the buy $O still holding strong in my Roth 💪"
X Link 2026-02-05T16:51Z [----] followers, [--] engagements

"@thestylerscott Very nice I dont really want to buy any more before earnings I think they will drop below $200. It all depends on AWS growth and their Cap Ex spend Are you feeling good about earnings"
X Link 2026-02-05T16:54Z [----] followers, [--] engagements

"I just added $1000 to my portfolio and it didnt move lol This is pretty brutal but Im loving it If me and my girlfriend want to become millionaires at [--] we need this red to continue Biggest losers - $SOFi - $ZETA - $AMZN - $CRM - $GOOG"
X Link 2026-02-05T17:09Z [----] followers, [----] engagements

"@HolySmokas Very nice I bet you bought more $NOW $ADBE and $CRM at the very least more $CRM down another 3% is ridiculous"
X Link 2026-02-05T17:14Z [----] followers, [----] engagements

"@BagholderIQ Oh yeah I'm getting killed"
X Link 2026-02-05T18:15Z [----] followers, [--] engagements

"@growthstockpick I got to go SAAS $ADBE $CRM $NOW and $ZETA all look great"
X Link 2026-02-05T18:44Z [----] followers, [---] engagements

"@ThisMyMoniker Im always buying I actually just bought [--] more shares of $ZETA [--] minutes ago. If it keeps going down I get more discounts if not Ill be at all time highs in no time Its a win win to me"
X Link 2026-02-05T20:56Z [----] followers, [---] engagements

"I wasnt planning on buying anything else but then $ZETA went under $16 Soooo I went ahead and bought [--] more shares :) Are you guys buying the dip This is starting to get fun Welp you know the rules stocks go down I buy more - [--] shares of $GRAB - [--] shares of $ZETA - [--] shares of $SOFI - $100 of $ETH What are you guys buying https://t.co/WolyBh31vZ Welp you know the rules stocks go down I buy more - [--] shares of $GRAB - [--] shares of $ZETA - [--] shares of $SOFI - $100 of $ETH What are you guys buying https://t.co/WolyBh31vZ"
X Link 2026-02-05T21:18Z [----] followers, [----] engagements

"The Carson Fund got killed again Carson Fund 2.01% Nasdaq 1.59% S&P [---] 1.23% Biggest winners - $CAKE 1.62% - $ASML 0.82% - $META 0.17% Biggest losers - $ZETA 7.89% - $SOFI 6.22% - $CRM 4.75% - $AMZN 4.42% - $AMD 3.84% How did you guys do today https://twitter.com/i/web/status/2019523562998993135 https://twitter.com/i/web/status/2019523562998993135"
X Link 2026-02-05T21:28Z [----] followers, [---] engagements

"This is so bullish for $AMD it makes me want to buy more Im guessing at least $300 billion of this will be spent between $AMD $NVDA and $AVGO Its pretty crazy the market is getting killed on the amount of CapEx these large companies are spending What would the market being doing if Cap Ex was getting lowered right now $NVDA would be down 10+% easily Demand is as high as ever but a lot of stocks are getting killed Why do you think that is Is it all from anthropic $610 BILLION OF CAPEX WILL BE SPENT IN [----] BY JUST THESE [--] COMPANIES - Amazon $AMZN just said it expects to spend more than $200"
X Link 2026-02-06T03:38Z [----] followers, [---] engagements

"Jeez The portfolio continues to get slammed after hours 1) $AMZN 11.20% 2) $ZETA 5.63% 3) $SOFI 3.80% 4) $GRAB 3.13% 5) $GOOG 2.65% 6) $AMD 2.55% The saying stocks rise like stairs and fall like an elevator is true as ever This is a straight blood bath"
X Link 2026-02-06T04:15Z [----] followers, [----] engagements

"@wealthynstrong Im not sure yet but probably those top [--] names Maybe more $AMD or $META I need to see the market in the morning"
X Link 2026-02-06T04:23Z [----] followers, [---] engagements

"@satyameht96 @SCHDETF They reported at different times If $META reported the same report but today they would be down 5+% after hours $META will most likely keep falling short term Wall Street doesnt want any growth stocks right now"
X Link 2026-02-06T04:26Z [----] followers, [--] engagements

"@hk_gum Not to shabby its doing much better than 90% of my holdings $CAKE and $NKE are both doing well"
X Link 2026-02-06T04:28Z [----] followers, [--] engagements

"@R1chardMaur1ce @leighdunsford I appreciate the kind words :) I plan to DCA every day the market is red I dont try to time the market. I dont really buy in and out of stocks very often I plan to but at least [--] more shares of Zeta tomorrow its already looking bloody"
X Link 2026-02-06T04:32Z [----] followers, [--] engagements

"@TrdeToScale Very nice That $500 in Robinhood can go a long way in this market What are you going to buy"
X Link 2026-02-06T04:36Z [----] followers, [--] engagements

"Well this aged pretty well Im glad I didnt buy before earnings now I just got to decide if I want to buy more I honestly still like $META $GRAB $SOFI and $ZETA more so well see Are you buying more Amazon tomorrow Now were talking This will start to move the Nasdaq and the S&P [---] :) Nasdaq is now down around 6% from all time highs I'm loving this I think $AMZN could become attractive after earnings I don't think it matters what they report wall street only cares about one https://t.co/AZaJbmPuSR Now were talking This will start to move the Nasdaq and the S&P [---] :) Nasdaq is now down around"
X Link 2026-02-06T04:42Z [----] followers, [---] engagements

"@NateCompounding $CAKE has been carrying the portfolio Its up around [--] YTD"
X Link 2026-02-06T04:43Z [----] followers, [--] engagements

"@joshvir001 Yes sir Im glad I didnt buy before earnings now I got to decide if I want to buy now I got a lot of stocks I want to add too but they are pretty cheap now well have to see tomorrow"
X Link 2026-02-06T05:07Z [----] followers, [--] engagements

"@TrdeToScale Very nice How did you feel about $IREN earnings"
X Link 2026-02-06T13:33Z [----] followers, [--] engagements

"Dang it I was exited for some more red I don't want to see this green color Now Idk what to buy I wanted to see $ZETA at $15 That would have been sweet I'm about to make a post showing off my projections on every company I own ranked Maybe I'll buy based on that I like doing that every quarter What company do you think will have the best projections I think it will be $ZETA https://twitter.com/i/web/status/2019772160454046140 https://twitter.com/i/web/status/2019772160454046140"
X Link 2026-02-06T13:56Z [----] followers, [----] engagements

"@BagholderIQ Interesting do you like them more than $SOFI long term"
X Link 2026-02-06T13:58Z [----] followers, [--] engagements

"@BagholderIQ Very nice I actually didn't know about Anthropic that's pretty bullish"
X Link 2026-02-06T14:02Z [----] followers, [--] engagements

"2nd to last is $ASML This stock is up 100+% for me so it makes sense for it to be low. I got them growing 20% EPS and trading at a [--] PE giving me a 13.18% annualized return"
X Link 2026-02-06T15:17Z [----] followers, [---] engagements

"3rd to last place is $GOOG This has been another huge winner for me I still like them long term but actually trimmed some two week ago to buy $META I got them growing EPS 20% and demanding a [--] PE ratio giving me a 16% annualized return"
X Link 2026-02-06T15:17Z [----] followers, [---] engagements

"4th to last place is $AMZN This is why I haven't been buying more I got [--] stocks that are significantly better than $AMZN according to my projections I still own a good amount but I'm not buying more above $200. Especially with that $200 Billion Capex number I used 20% EPS growth and a [--] PE ratio"
X Link 2026-02-06T15:17Z [----] followers, [---] engagements

"10th place goes to. $NKE This is a tough one to evaluate but once discounting is over they should be able to start increasing their margins and revenue again This is why I have them growing 25% EPS and trading at a [--] PE. They have a very strong brand and historically trade at a [-----] FWD PE https://twitter.com/i/web/status/2019792540593996118 https://twitter.com/i/web/status/2019792540593996118"
X Link 2026-02-06T15:17Z [----] followers, [---] engagements

"8th place goes to $CELH This is a beast of a stock I got them growing FCF per share 20% and a FCF yield of 3.5% This gives me nearly a 25% annualized return We'll take that I would buy more if I didn't see so many different opportunities"
X Link 2026-02-06T15:17Z [----] followers, [---] engagements

"7th place goes to $AMD This is my largest holding for a reason Did you just see the CapEX number Amazon and Google reported $AMD is a buy today and will be tomorrow I honestly don't own enough I got them growing 45% EPS (honestly low) and demanding a [--] PE ratio This is the first stock to make the 25% club https://twitter.com/i/web/status/2019792547447439431 https://twitter.com/i/web/status/2019792547447439431"
X Link 2026-02-06T15:17Z [----] followers, [---] engagements

"Number [--] is. $SOFI They are now down 30+% from recent highs so this has created a great buying opportunity $SOFI should grow EPS around 40% and demand a PE of [--] giving me a nearly 30% annualized return"
X Link 2026-02-06T15:17Z [----] followers, [---] engagements

"Now we made the top three Number three is $ADBE I got them growing FCF per share 15% and trading at a 4.5% FCF yield. They historically trade much higher than that but I don't think they will demand as much in the future"
X Link 2026-02-06T15:17Z [----] followers, [---] engagements

"Number [--] is $CRM I got them growing 20% FCF per share and demanding a 4% FCF yield. This give me a insane 34% return I honestly think $CRM and number one will change my life"
X Link 2026-02-06T15:17Z [----] followers, [---] engagements

"Number one should be to no one surprise I have been buying nearly [--] shares a day and will be buying more today. It's $ZETA I want to build this to 200-300 shares since it's the best risk reward in the market IMO I have them growing FCF per share 30% and demanding a 3.5% FCF yield. This company is as cheap as dirt so I'll happily buy more. These projection give me over a 35% annualized return https://twitter.com/i/web/status/2019792562303758799 https://twitter.com/i/web/status/2019792562303758799"
X Link 2026-02-06T15:17Z [----] followers, [---] engagements

"Does anyone know a opportunity better than $ZETA I would love to hear your thoughts"
X Link 2026-02-06T15:17Z [----] followers, [---] engagements

"I went ahead bought the top three opportunities + a little $AMZN for fun What are buying today Heres my quarterly breakdown of every stock I own In this thread Ill break down each position using my [--------] projections Which stock do you think did the best https://t.co/V4nZVbny6y Heres my quarterly breakdown of every stock I own In this thread Ill break down each position using my [--------] projections Which stock do you think did the best https://t.co/V4nZVbny6y"
X Link 2026-02-06T15:56Z [----] followers, [----] engagements

"@Ron_Trades Yep They are still my favorite buy in the market 1) $ZETA 2) $CRM 3) $ADBE"
X Link 2026-02-06T17:39Z [----] followers, [---] engagements

"@LuisQalberto12 How are they more at risk I do like $NOW a lot though I might add it to my girlfriends portfolio and Roth IRA"
X Link 2026-02-06T20:16Z [----] followers, [---] engagements

"It was a solid day but Im still disappointed. After all the pain my portfolio has been through I would have expected a bigger move but well take it Carson Fund 1.93% S&P [---] 1.97% Nasdaq 2.18% Biggest winners - $AMD 8.28% - $SOFI 7.19% - $ZETA 5.56% - $CELH 5.42% - $ASML 4.66% Biggest losers - $AMZN 5.55% - $GOOG 2.48% - $META 1.31% - $ADBE 0.37% How did you guys do today https://twitter.com/i/web/status/2019966337032880296 https://twitter.com/i/web/status/2019966337032880296"
X Link 2026-02-07T02:47Z [----] followers, [---] engagements

"@goooonnney Who do you thinks going to win"
X Link 2026-02-07T02:48Z [----] followers, [--] engagements

"@ricktheslick67 @Compounding365 You dont think a companies with 20+% net margins with reoccurring revenue should demand a premium For example $NOW has a 98% retention rate with 20+% revenue growth what PE does that deserve"
X Link 2026-02-07T03:01Z [----] followers, [--] engagements

"@thestylerscott Very nice I like $MSFT and $AMZN I have done a little research on $PGY and they seem great I just dont want to own both them and $ZETA they are both small caps"
X Link 2026-02-07T03:03Z [----] followers, [---] engagements

"@Ron_Trades I dont plan to sell them but my new money is basically all going into SAAS Its hard to buy anything other that SAAS at the current evaluations I like $NOW $ADBE $CRM and $ZETA a lot"
X Link 2026-02-07T03:05Z [----] followers, [---] engagements

"@ricktheslick67 @Compounding365 Trailing or Foward"
X Link 2026-02-07T03:10Z [----] followers, [--] engagements

"@ricktheslick67 @Compounding365 $NOW Is at a [--] FW PE which is crazy cheap compared to historic values. Im not saying to should demand a 50+ FWD PE but [--] is undervalued IMO I still like Adobe Zeta and sales force more though How big are Dave and Sezl Are they small cap"
X Link 2026-02-07T04:33Z [----] followers, [---] engagements

"@growthstockpick What makes them better I feel like $CRM and $ADBE are much cheaper based on the evaluations"
X Link 2026-02-07T04:39Z [----] followers, [---] engagements

"That was a great video I appreciate that I think he did make so great arguments it all depends how $ADBE transitions from head count too consumption base. That being said at this evaluation it still seems worth it. Adobe is so cheap I dont think it matter if they start slightly getting disrupted as long as they grow 8% revenue and buy back 5% of their shares while increasing profitability this stock will do well I am definitely considering starting a position in $NOW though but I think they have much more to fall than $CRM and $ADBE https://twitter.com/i/web/status/2020124604681847176"
X Link 2026-02-07T13:16Z [----] followers, [--] engagements

"@Face2890 It might be the best company out of them but based on the evaluations it doesnt offer the best returns They still have a little room to fall IMO but are still a buy today"
X Link 2026-02-07T13:21Z [----] followers, [--] engagements

"@CarilonCapital What price would you consider buying $NOW at"
X Link 2026-02-07T13:23Z [----] followers, [---] engagements

"@steadybuildr Very nice $META $GOOG and $AMZN held me down pretty bad those are 3/5 positions"
X Link 2026-02-07T13:24Z [----] followers, [--] engagements

"@TheStocksKing Yeah I agree I wasnt expecting that I just wish I performed more in line with the Nasdaq. $AMZN $GOOG and $META all got killed"
X Link 2026-02-07T13:26Z [----] followers, [--] engagements

"What I'm thinking of doing selling these shares of $ADBE in my Roth IRA and adding it to $NOW I'm also thinking of adding some inside my girlfriend account and the Carson Fund but I already own around $8500 in $CRM $ADBE and $ZETA so I'm not sure I want more SAAS exposure I need to do more research on $NOW but they are look good so far. I just think they could fall much further which is a concern Do you think this is a smart move I already own $CRM $ADBE and $ZETA is it worth it to add $NOW too They look solid but I think the risk reward is better for some of these other SAAS names. What do"
X Link 2026-02-07T14:58Z [----] followers, [----] engagements

"@Julian_Trades1 Yeah I agree I think $NOW could fall much further then $ADBE $CRM or $ZETA That's why I'm hesitant"
X Link 2026-02-07T14:59Z [----] followers, [---] engagements

"@MoInvestingHQ I like $NOW $CRM $ADBE and $ZETA I don't own any $NOW yet though"
X Link 2026-02-07T14:59Z [----] followers, [---] engagements

"@SoleSurvivore @Face2890 I think all our great companies I don't think you can call $CRM or $ADBE a "so-so" company. $CRM as 20% net margins and $ADBE has 30% which is much better than $NOW"
X Link 2026-02-07T15:08Z [----] followers, [--] engagements

"This was a beast of a video I would highly recommend watching this if your interested in SAAS It lays out the entire situation pretty well SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y"
X Link 2026-02-07T15:16Z [----] followers, [---] engagements

"@LongGameEquity I have to much $ADBE and I want to own some $NOW"
X Link 2026-02-07T15:29Z [----] followers, [---] engagements

"@SoleSurvivore @Face2890 Yep $PYPL looked great until they didnt they went from projection 8% revunue to negative EPS while buying back 8% of the shares outstanding terrible to watch"
X Link 2026-02-07T15:44Z [----] followers, [---] engagements

"@ambitious_luis Yeah thats why I would trim $ADBE to buy $NOW. I would say Im the most bullish on $ZETA but $ADBE $CRM and $NOW are all about the same I just think $NOW will fall to $80 if SAAS continues to sell off"
X Link 2026-02-07T15:52Z [----] followers, [---] engagements

"@joshvir001 Im not selling it completely I got around $3.5 K in other accounts I just want to buy $NOW but dont want to deploy more cash right now. Im still super bullish on Adobe long term and will keep adding in my other accounts"
X Link 2026-02-07T17:11Z [----] followers, [--] engagements

"@steadybuildr Very nice Whats your largest ETF"
X Link 2026-02-07T17:13Z [----] followers, [--] engagements

"@WillBiddy_ Fair enough do you not think $NOW has a large moat"
X Link 2026-02-07T17:49Z [----] followers, [---] engagements

"@elneneloco813 Well thats in a Roth so I dont care about the losses. I just dont want to start my $Now position with a little old capital then will add more if it keeps falling Why is it a bad idea"
X Link 2026-02-07T17:52Z [----] followers, [--] engagements

"@FinanceJack44 I wouldnt want to sell any of those besides maybe $GOOG The other two are very undervalued IMO Im actually adding to both positions still"
X Link 2026-02-07T17:53Z [----] followers, [--] engagements

"@elneneloco813 If I wasnt diversified I would be down 15+% so Ill take it. $AMD and $SOFI are probably the two stocks Im most bullish on and they are getting killed"
X Link 2026-02-07T19:19Z [----] followers, [--] engagements

"@elneneloco813 $AMD is $108 $SOFI would probably be low 10s but I lost my data though when I transferred my shares from my Roth to my taxable account I bought nearly all my shares at $5-$7"
X Link 2026-02-07T19:25Z [----] followers, [--] engagements

"@InvestorFront Would you buy $NOW It just stick with what I got"
X Link 2026-02-07T19:32Z [----] followers, [--] engagements

"@CarilonCapital Thats the most bearish projection I have ever seen you could have just said you dont want to own $NOW I got them growing 20+% FCF per share easily. They are growing 20% revunue normally SAAS grows FCF faster than revenue"
X Link 2026-02-07T20:59Z [----] followers, [--] engagements

"@jirokillua How"
X Link 2026-02-07T22:33Z [----] followers, [--] engagements

"@CarilonCapital Thats a good argument and I do agree $NOW doesnt look very good when looking using earnings I normally run projections using both but FCF looks much better for them. Ill keep that in mind I appreciate that"
X Link 2026-02-07T22:36Z [----] followers, [--] engagements

"@CarilonCapital Using earnings $ADBE $CRM and $ZETA all look much much better Do you think those [--] are better buys"
X Link 2026-02-07T22:39Z [----] followers, [---] engagements

"Drop your $NOW projection below I was messing around with projections and it seems $NOW is still trading pretty expensive. Do you guys think my projections are low or accurate"
X Link 2026-02-08T04:05Z [----] followers, [----] engagements

"@Kevin60162526 That's kinda what I'm thinking I think $NOW has much further to fall then $CRM and $ADBE $ZETA could fall further (just because they are small) but I think the earnings will be great"
X Link 2026-02-08T13:48Z [----] followers, [---] engagements

"@InvestorFront I think $CRM and $ADBE are getting near a bottom $NOW could fall much further IMO The evaluation on $CRM and $ADBE is getting pretty silly"
X Link 2026-02-08T13:58Z [----] followers, [--] engagements

"@richard_hurtz87 I do agree but that would make all of SAAS more efficient not just $NOW. $ADBE is already buying back 1-2.5% of their shares a quarter decreasing SBC would push this closer to 2-4%"
X Link 2026-02-08T14:01Z [----] followers, [--] engagements

"@richard_hurtz87 Also $NOW has doubled their employees meaning they are going to have to grow a CRAP ton. That puts a lot of pressure on future margins"
X Link 2026-02-08T14:03Z [----] followers, [---] engagements

"Buys and sells this week Buys - $150 $ETH - [--] shares of $ZETA - [---] shares of $CRM - [--] shares of $NKE - [----] shares of $META - [--] shares of $GRAB - [--] shares of $SOFI - [----] shares of $ADBE - [----] shares of $AMZN Sells - [--] shares of $PYPL (100% of my position)"
X Link 2026-02-08T15:00Z [----] followers, [---] engagements

"My plans for next week Buy more SAAS companies $META and $SOFI Me and my girlfriend plan to stay aggressive and buy the dips. If the market fall further that's great I'm looking into adding $NOW but still like $CRM $ZETA and $ADBE more"
X Link 2026-02-08T15:00Z [----] followers, [---] engagements

"Here's the portfolio after last weeks blood bath 1) $AMD - 12% 2) $ASML - 9.5% 3) $GOOG - 9.3% 4) $META - 8.80% Those are the top [--] What stocks are you looking to add next week"
X Link 2026-02-08T15:00Z [----] followers, [---] engagements

"I think they will do okay but I still like $ZETA $ADBE and $CRM more. I have to do a lot more research but that's what I'm seeing They are still trading at a [--] trailing PE and a [--] FWD PE. They are a solid buy IMO I just think they could fall much further. If I want a fast growing SAAS company $ZETA is much better When you factored in the SBC what did your projections say https://twitter.com/i/web/status/2020515018425454971 https://twitter.com/i/web/status/2020515018425454971"
X Link 2026-02-08T15:08Z [----] followers, [---] engagements

"@Ron_Trades That's pretty solid I think [---] would be my cap but look at $GRAB lol I was supposed to stop at [----]. I'm about to hit 1100"
X Link 2026-02-08T15:11Z [----] followers, [---] engagements

"@varunrao1105564 Between all my different accounts [---] shares"
X Link 2026-02-08T16:24Z [----] followers, [--] engagements

"@richard_hurtz87 Thats insane calling their CEO bad but regardless I dont understand how its easy to take market share from Adobe No one has through out their history they have by far the best tools for marketing across the globe. Look at their fundamentals tell me what is bad"
X Link 2026-02-08T16:28Z [----] followers, [--] engagements

"@richard_hurtz87 I dont understand how salesforce wouldnt benefit for the same book as $NOW"
X Link 2026-02-08T16:36Z [----] followers, [--] engagements

"@DvdndDiplomats I like $ZETA $SOFI $CRM and $ADBE Those [--] and maybe $META under $630"
X Link 2026-02-08T17:15Z [----] followers, [---] engagements

"@FIREDUpWealth Do you prefer using FCF It doesnt account for SBC but I have used both. Regardless $CRM $ADBE and $ZETA all have much better returns"
X Link 2026-02-08T21:07Z [----] followers, [---] engagements

"@richard_hurtz87 Thats true I guess well see how it play out. I prefer to more steady growth massive buybacks and a much cheaper evaluation then more growth"
X Link 2026-02-08T21:16Z [----] followers, [--] engagements

"@LongGameEquity @CarilonCapital Yeah $META is a pretty free buy you cant go wrong IMO"
X Link 2026-02-08T21:20Z [----] followers, [--] engagements

"@LongGameEquity @DvdndDiplomats I heard the report was good but havent look into it yet Should I Do you own them"
X Link 2026-02-08T21:20Z [----] followers, [--] engagements

"@jirokillua If that's what you think don't buy them I don't think they will have any major disruption. We will see when they report earnings though"
X Link 2026-02-09T00:47Z [----] followers, [--] engagements

"@WinnerInvestor Based on what numbers I like $CRM $ADBE and $ZETA much more"
X Link 2026-02-09T00:59Z [----] followers, [---] engagements

"I think it's the best opportunity in the market. I normally will overweight a sector I'm bullish on long term and take profits as it starts to hit fair value I had around 20% of my portfolio in $AMD at one point but haven't added money to that position in a while. Me and my girlfriend got around 9-11% of our portfolio in SAAS currently"
X Link 2026-02-09T01:41Z [----] followers, [---] engagements

"@WinnerInvestor Ahhh okay makes sense I honestly think if you buy 75% of SAAS companies you will do great. $CRM $NOW $ZETA and $ADBE should all do well long term"
X Link 2026-02-09T01:44Z [----] followers, [---] engagements

"Were back over $60000 in the pre market $SOFI and $ZETA are both having some solid day do you guys think we finish green tomorrow I would think so $BTC is back above $70000 and we had a solid green day on Friday. I think it should be a +0.5% today"
X Link 2026-02-09T01:52Z [----] followers, [---] engagements

"What a great time to be a buyer in the market I got [--] different stock I could add to next week - $META - $AMZN - $CRM - $ADBE - $SOFI - $GRAB - $ZETA I think $ZETA $SOFI and $META are my top three Should I add to something different"
X Link 2026-02-09T01:58Z [----] followers, [---] engagements

"@Ashton_1nvests $SOFI $META and $AMD are my top three"
X Link 2026-02-09T02:06Z [----] followers, [---] engagements

"@Ron_Trades Yeah I keep adding 20-25 shares to $GRAB but I don't think I'll buy any today I don't think I'll buy anything today"
X Link 2026-02-09T14:12Z [----] followers, [--] engagements

"@LenyQuant $ZETA is much more likely to make me rich than $NOW. It has much higher upside and will most report a A+ earnings on Feb 24th"
X Link 2026-02-09T14:21Z [----] followers, [---] engagements

"@YoungStockling Yeah it was a pretty cool ad but I didn't talk about the product very much. Regardless a lot more people know who $CRM is now It was a solid ad IMO"
X Link 2026-02-09T14:40Z [----] followers, [--] engagements

"@bigbobinvests That's what I'm thinking. I'm looking much more red now but I still might not buy. I think it could get a lot worst this week Hedge fund are shorting quite a bit and $BTC is still showing a lot weakness"
X Link 2026-02-09T14:47Z [----] followers, [--] engagements

"@Jan047648486909 Yeah that's fair enough I will probably add more $ZETA and $CRM later this week. I'm still sitting on $7500 in cash so I'm feeling good"
X Link 2026-02-09T14:57Z [----] followers, [---] engagements

"@joshvir001 Yeah weak SAAS companies will get killed but $CRM $ADBE $NOW Constellation software and $ZETA will all be fine"
X Link 2026-02-09T15:24Z [----] followers, [---] engagements

"@jirokillua Yeah I agree with the discounting but not this much. SAAS should not trader cheaper than the overall market that's pretty dumb IMO $ADBE is trading at a [----] FWD PE the S&P is at a 22.30"
X Link 2026-02-09T15:55Z [----] followers, [--] engagements

"It's pretty crazy these SAAS companies are trading at a lower evaluation then the overall market Here's what it looks like based on FWD PE's - $ADBE [-----] - $CRM [-----] - $NOW [-----] - $ZETA [-----] - $INTU [-----] - Overall market [-----] Is this justified"
X Link 2026-02-09T16:02Z [----] followers, [---] engagements

"@Ashton_1nvests I would change $NOW for $ADBE that evaluation is silly"
X Link 2026-02-09T16:04Z [----] followers, [---] engagements

"$126 was added to the Carson $BTC reserve last week I'm pretty happy with the $72355 cost basis did you guys buy more $BTC last week"
X Link 2026-02-09T16:17Z [----] followers, [---] engagements

"@cantucapital I love it $SPOT is actually looking pretty solid after the recent dip. I have looked into buying them personally"
X Link 2026-02-09T16:21Z [----] followers, [---] engagements

"@bigbobinvests @tVZnop3QJc2Ef2R I honestly never thought I would buy SAAS because they trade so rich but $ADBE is now cheaper than bank of America. They are growing FCF per share way faster have insane margins and are a lot less likely to get replaced $NU and $SOFI are going to kill bank of America"
X Link 2026-02-09T16:28Z [----] followers, [---] engagements

"@MoneyEnjoyer__ I'm not sure we will every see $BTC below $60 K again we could have already bottomed. That's why I just DCA every day"
X Link 2026-02-09T16:53Z [----] followers, [--] engagements

"@RelatableGains Very nice Is that a new position"
X Link 2026-02-09T16:56Z [----] followers, [--] engagements

"@FinanceJack44 Did you own $GOOG for over a year"
X Link 2026-02-09T16:59Z [----] followers, [--] engagements

"@LenyQuant $ZETA has more risk but $CRM and $ADBE do not If I want upside I will buy $ZETA. $NOW falls in a weird spot in between all three"
X Link 2026-02-09T19:04Z [----] followers, [--] engagements

"@Leo_Traydes Are you not going to have a big tax bill Did you pay long term or short term capital gains"
X Link 2026-02-09T19:05Z [----] followers, [---] engagements

"@Leo_Traydes Very nice Then that should chill I just know taxes can be expensive some times Ill probably owe $500 or so due to some gains in $WYNN $MSFT and $CELH"
X Link 2026-02-09T19:11Z [----] followers, [---] engagements

"@investingwithMG Yeah they are buying like crazy I think they will for sure increase the amount of buy back authorized I think earnings will be great I feel confident as ever"
X Link 2026-02-09T20:13Z [----] followers, [--] engagements

"@Sean_invests I own $NKE and $CAKE but thats about it for dividend stocks"
X Link 2026-02-09T20:33Z [----] followers, [---] engagements

"@joecarlsonshow I love the product but I wonder if a dividend calendar would be possible It could tell me when Im getting my dividends and how much. I think snowball analytics does a great job that could be a good inspiration"
X Link 2026-02-09T20:38Z [----] followers, [---] engagements

"@curatedbyjay Yeah it would be tough for $ADBE to trend down after good earnings IMO. $NOW made sense since they were still pricey but $CRM and $ADBE are cheap as dirt. Unless $ADBE shows disruption it should be green but who knows Wall Street could sell it off anyways"
X Link 2026-02-09T20:40Z [----] followers, [---] engagements

"@investingwithMG I 100% agree Im loving $ADBE at these prices :)"
X Link 2026-02-10T02:27Z [----] followers, [--] engagements

"No I havent is it good The first parts makes sense and is probably true but $ADBE not owning any data is incorrect They own all the data for marketing teams across the globe. They can identify why ads work and help marketing teams make the best ads possible. Ai will only enhance that process. That will be HUGE for the content boom were going to see. They are also trading at an [--] FWD PE which is dirt cheap Im loving $ADBE. If anything I would sell $CRM for $NOW but I like them both. Do you think $CRM will have bad returns Or just not as good as service now"
X Link 2026-02-10T02:45Z [----] followers, [--] engagements

"@LongGameEquity Yes sir I have been loving $CRM in Benioff I trust :)"
X Link 2026-02-10T02:48Z [----] followers, [---] engagements

"The Carson fund was green but still underperformed the Nasdaq Carson Fund 0.54% Nasdaq 0.90% S&P [---] 0.47% Biggest winners - $AMD 3.63% - $META 2.38% - $SOFI 2.35% Biggest losers - $CELH 5.48% - $NKE 2.36% - $AMZN 0.76% How did you guys do today"
X Link 2026-02-10T03:12Z [----] followers, [---] engagements

"Very solid I own $CRM $ADBE and $ZETA so Im not sure if I need $NOW too. I have heard $CRM is worse than $NOW so I have been looking into that So far Im just sticking with those three how do you feel about them Im also not sure about their CEO I have heard hes a little crazy https://twitter.com/i/web/status/2021062295913148570 https://twitter.com/i/web/status/2021062295913148570"
X Link 2026-02-10T03:22Z [----] followers, [---] engagements

"@CGInvesting10 Very nice I love $SOFi and $ZETA I might buy more later this week I already own a good amount of both :)"
X Link 2026-02-10T03:47Z [----] followers, [---] engagements

"$AMD and $NVDA are the two best hedges again SAAS stocks heres why If SAAS stocks do well since AI cant replace them I make a crap ton of money If SAAS stocks begin to get replaced by AI chip demand starts to increase and $AMD does amazing Either way Im making money"
X Link 2026-02-10T03:51Z [----] followers, [---] engagements

"What do you guys think is the best dividend ETF and stocks I have considered adding some dividend stocks to my smaller options account but never pulled the trigger. I most likely wont buy them now but next bull run or as I get closer to moving out of my parents house I would consider it I would love to collect enough dividends to pay all my bills just in case stuff gets messy Whats your thoughts on this https://twitter.com/i/web/status/2021073904781963541 https://twitter.com/i/web/status/2021073904781963541"
X Link 2026-02-10T04:09Z [----] followers, [---] engagements

"@BobbyFinanceX I would probably lean more into Blue chip dividend stocks but Im not sure yet. Im not planning to add any to that account until I hit $100 K in the Carson Fund Im just brainstorming Did you have $BLOX in mind"
X Link 2026-02-10T04:25Z [----] followers, [---] engagements

"@LouieInvests I think its the best opportunity in the market right now. $ADBE and $CRM are trading at ridiculously low evaluations and $ZETA will have a crap ton of growth in my opinion"
X Link 2026-02-10T13:28Z [----] followers, [---] engagements

"@JOptionEngineer I love me some $AMZN and $GRAB I think $PLTR is a great company but that evaluation is still tuff. Im exited for $GRAB earnings tomorrow I got to figure out what time they report"
X Link 2026-02-10T13:30Z [----] followers, [--] engagements

"Well see earnings if I see signs of disruption then Ill get out. I doubt I will though Im guessing a double beat with $2 billion in share buybacks. They just increased their advertising budget by 30% since they are so confident in their AI products Im feeling great at this cheap evaluation https://twitter.com/i/web/status/2021215913198993742 https://twitter.com/i/web/status/2021215913198993742"
X Link 2026-02-10T13:33Z [----] followers, [--] engagements

"@LenyQuant Fair enough Im seeing some solid opportunities but Im not wanting to add aggressively to any stock right now. I was adding a lot to $ZETA but I own over [---] shares now so Im feeling solid Ill probably just chill for a little unless we see more red"
X Link 2026-02-10T13:40Z [----] followers, [---] engagements

"@RetiredLifeNC Yep they did it for $GOOG and they are doing it for these stocks. Some lower end software stocks will most likely get hit but $CRM $ADBE and $NOW won't be effected IMO"
X Link 2026-02-10T14:38Z [----] followers, [---] engagements

"@LongGameEquity Yeah I feel like $SCHD is a must for dividend investors. I got a while till I start building this dividend portfolio but I love hearing the different ideas I want to hit $100000 in the Carson Fund first"
X Link 2026-02-10T14:40Z [----] followers, [--] engagements

"We got a little green to start the day I was going to buy more $CRM but never pulled the trigger I think Ill probably just chill today the market is pretty sleepy and I got school and work all day Carson Fund 0.4% Are you guys buying anything today"
X Link 2026-02-10T15:48Z [----] followers, [---] engagements

"@FinanceJack44 Yes sir Thats why $AMD is staying number one :)"
X Link 2026-02-10T15:49Z [----] followers, [---] engagements

"@BagholderIQ I feel like $CRM and $NOW would have the biggest MOATs based on those metrics"
X Link 2026-02-10T17:14Z [----] followers, [--] engagements

"@CarilonCapital What stocks are you considering"
X Link 2026-02-10T17:19Z [----] followers, [--] engagements

"@CarilonCapital Very nice I like $CRM and $MELI I have never heard of the rest"
X Link 2026-02-10T17:28Z [----] followers, [---] engagements

"@ambitious_luis Very nice I know $GOOG was down today it could be a solid opportunity"
X Link 2026-02-10T17:42Z [----] followers, [--] engagements

"@LouieInvests Also $ZETA and $META are not competing why do you keep mention $META margins it won't increase or decrease because of $ZETA"
X Link 2026-02-10T18:44Z [----] followers, [--] engagements

"$ZETA does use first party data just not in the way $META does. They still use your email address what you buy and much more Thats the main reason they bought Marigold they wanted the email addresses and data in million of customers. They didnt do it for just the revenue On your dilution statement I dont mind get slightly diluted if they are growing revenue 26% and buying companies aggressively. Would you rather them do buybacks I dont what a growing company using all their money on buybacks that can be smart for $ADBE and $CRM not them. They also said they are going to try and be dilution"
X Link 2026-02-10T20:04Z [----] followers, [---] engagements

"@LongGameEquity Yeah for sure I own $CRM $ADBE and $ZETA I think all three will do well"
X Link 2026-02-10T20:05Z [----] followers, [---] engagements

"@LouieInvests I am a little confused how you want them to get capital to exspand though would you rather then issue a crap ton of debt It hard to pay the software engineer a fair compensation when your a small guy"
X Link 2026-02-10T20:44Z [----] followers, [--] engagements

"@BlackMambaMilli Thank you 🙏 Thats only one account but I worked a lot of hours 16-19 and got great returns. I think I have invested $90000 of my own money and have made $25000 from capital appreciation dividends and interest Right now I work full time and go to college full time"
X Link 2026-02-10T21:16Z [----] followers, [--] engagements

"@LouieInvests Do you think $CRM and $META had 80+ gross margins when they started I know for a fact $META loss money for a fat minute"
X Link 2026-02-10T21:17Z [----] followers, [--] engagements

"@Compounding365 Its not only a hedge but it sorta is. I think both SAAS and $AMD will do great Im just saying if SAAS fails $AMD will be making more money than we can count It would be 1-$2 trillion easily"
X Link 2026-02-11T02:57Z [----] followers, [--] engagements

"Im glad it worked out :) you bought at a great time I dont think its as good right now That being said Im not going to rush into it but will most likely buy a house in the next two-threes years. I want to live in it for a little then make it my first rental property. I want 5-10 rentals by the time Im [--] ( $250000 per unit) so that will help make some progress I dont plan to move out till I graduate college or me and my girlfriend get married. Based on my estimate we should be worth around $300000 the time we move out at 22"
X Link 2026-02-11T03:04Z [----] followers, [--] engagements

"@Ron_Trades Very solid day Did you add $SPOT today after the move"
X Link 2026-02-11T04:10Z [----] followers, [--] engagements

"@BagholderIQ Thats pretty sweet I will keep adding under $2 K but well see what it does. I feel good with my [---] $ETH but would love to get to 1"
X Link 2026-02-11T04:11Z [----] followers, [--] engagements

"@TradureApp Thank you 🙏 Do you own any $ETH"
X Link 2026-02-11T04:13Z [----] followers, [--] engagements

"@hastherinvests Those are some solid picks I like it $VZ for sure why $PFE though I feel like they are a value trap"
X Link 2026-02-11T04:14Z [----] followers, [--] engagements

"@Ron_Trades Were the earnings that good I didnt look at them"
X Link 2026-02-11T04:17Z [----] followers, [--] engagements

"@ricktheslick67 Yeah I would want to get a property manager and several more units in the future. I might self manage for the first couple so it might suck for a little but it's worth the upside You really only need [--] paid of properties and your set for retirement"
X Link 2026-02-11T14:32Z [----] followers, [--] engagements

"@ricktheslick67 Why Do you not think advertisers will make ads on $ADBE anymore"
X Link 2026-02-11T14:41Z [----] followers, [---] engagements

"@d3ploycapital That's good What are some of your largest positions"
X Link 2026-02-11T15:16Z [----] followers, [--] engagements

"@Investor_Jelle I disagree if anything AI will make them more of a monopoly. You can either pay [--] marketers and not use $ADBE or use them and pay two. I don't see AI recreating a $ADBE but we'll see their earnings next month"
X Link 2026-02-11T15:28Z [----] followers, [--] engagements

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