@FromValue Avatar @FromValue From Growth To Value

Mark Leonard, the founder of Constellation Software ($CSU), is stepping down as CEO for health reasons and will be replaced by Mark Miller, the current COO. This change has led to a significant drop in the company's stock. The event has sparked discussions about whether the company's success was due to Leonard's leadership or the company's business model.

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Social Influence

Social category influence stocks 61.72% technology brands 39.06% finance 32.81% countries 3.13% automotive brands 3.13% cryptocurrencies 1.56% celebrities 0.78% luxury brands 0.78%

Social topic influence $nvda 14.06%, if you 12.5%, $amzn 8.59%, in the 7.81%, stocks 7.03%, $duol 6.25%, $asml #107, asml #237, $aapl 5.47%, $meli 5.47%

Top accounts mentioned or mentioned by @simplywallst @chartdummie @focuslongterme @rhidiandavis @winderkit @william_r2rclub @ricrtp @planert41 @siyul @drivew2g @mrmoativator @alertinvest @garpandchill @daveyjuice @citronresearch @cashapp @robinhoodapp @square @remindmeofthis @jonerlichman

Top assets mentioned NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Duolingo, Inc. (DUOL) Apple, Inc. (AAPL) MercadoLibre Inc (MELI) Alphabet Inc Class A (GOOGL) Sea Limited (SE) Crowdstrike Holdings Inc (CRWD) Trade Desk, Inc. (TTD) Netflix Inc (NFLX) Cloudflare, Inc. (NET) Datadog Inc (DDOG) Shopify Inc (SHOP) Metadium (META) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) Fenerbahçe Token (FB) Rubrik, Inc. (RBRK) Broadcom, Inc. (AVGO) Intel Corporation (INTC) NuCypher (NU) Novo-Nordisk (NVO) Block, Inc. (SQ) Teladoc Health, Inc. (TDOC) Upstart Holdings, Inc. (UPST) Roku, Inc. (ROKU) Twilio, Inc. (TWLO) Pinterest, Inc. (PINS) Docusign Inc (DOCU) Microsoft Corp. (MSFT) QUALCOMM, Inc. (QCOM) Advanced Micro Devices (AMD) Marvell Technology Inc (MRVL) Tempus AI, Inc. (TEM) T-Mobile (TMUS) SAP SE (SAP)

Top Social Posts

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

"$NET was up 5.5% today in a red market. Why The fantastic earnings that it announced yesterday You can read all about it in my article below"
X Link 2026-02-11T21:55Z 119.2K followers, 12.4K engagements

"Can someone explain why $RBRK is down almost 50%"
X Link 2026-02-13T11:11Z 119.2K followers, 24K engagements

"$TSM's top [--] customers. [--]. Apple $AAPL [--]. Nvidia $NVDA [--]. Broadcom $AVGO [--]. Qualcom $QCOM [--]. AMD $AMD [--]. Mediatek [--]. Intel $INTC [--]. Sony $SONY [--]. Marvell $MRVL [--]. Amazon $AMZN http://2454.TW http://2454.TW"
X Link 2025-06-21T06:49Z 119.2K followers, 21.6K engagements

"$DUOL is the clearest opportunity I see since the stupid $ADYEY crash in August [----]. I made Adyen my largest position at the time"
X Link 2025-11-10T09:06Z 119.2K followers, 19.5K engagements

"Which [--] stocks would you buy now if you are not allowed to sell them for [--] years I'll start: $MELI $NU $ADYEY You"
X Link 2025-11-25T10:40Z 119.2K followers, 36.4K engagements

"The new Potential Multibaggers article is out 🚀 It's about Tempus AI $TEM. Is it time to buy it Read below.👇"
X Link 2025-11-27T15:26Z 119.2K followers, [----] engagements

"Follow Karel. Not just for his great content but also because I think he actually gave a description about himself here while trying to describe me. 😃 Happy to have you as a fellow $MELI investor 🤝 Just bought $MELI Had the pleasure of spending an hour over drinks with @FromValue. He has way more followers than I do and rightly so: extremely smart very knowledgeable and genuinely kind. I already had plenty of LatAm exposure but thanks to Kirs I now also own $MELI. https://t.co/vyV3CSmszW Just bought $MELI Had the pleasure of spending an hour over drinks with @FromValue. He has way more"
X Link 2026-01-29T13:04Z 119.2K followers, 10.8K engagements

"@Ric_RTP [--]. Clearly written with AI. [--]. Basing your stories on stock price movements is ignorant at best. $SHOP was down 85% in [----]. What a crap company right 😂 [--]. You just write what everyone already assumes. Follow the herd and your returns will generally be very low"
X Link 2026-01-30T23:19Z 119.2K followers, [----] engagements

"Is $CRWD a BUY on AI potential or not That's the question I answer in the most recent Potential Multibaggers article. As always there's a very generous freely accessible part"
X Link 2026-02-01T01:21Z 119.2K followers, 16.1K engagements

"You can find the article here. Do you think $CRWD is a buy at this price 🤔 https://www.potentialmultibaggers.com/p/crowdstrike-a-buy-on-ai-or-not https://www.potentialmultibaggers.com/p/crowdstrike-a-buy-on-ai-or-not"
X Link 2026-02-01T01:22Z 119.2K followers, [----] engagements

"@planert41 $TTD doesn't make ads at all. They connect buyers and sellers of ad spaces in a tenth of a second and have nothing to do with $META & $GOOGL. Those are the "walled gardens" while TTD is the open internet"
X Link 2026-02-01T18:47Z 119.2K followers, [----] engagements

"@siyul The market was wrong and the market is wrong. Long story but basically it overvalued $TTD by a lot first and now it undervalues it"
X Link 2026-02-04T02:46Z 119.2K followers, [---] engagements

"@drive_w2g That's how most think yes. Heard the same thing when $SHOP dropped 85% in [----]. Initially everyone wants the stock cheaper but when it's cheaper everyone thinks there are too many clouds so they don't buy"
X Link 2026-02-04T02:49Z 119.2K followers, [---] engagements

"$DUOL undervalued by 76% according to @simplywallst based on an automated DCF. 👀"
X Link 2026-02-06T21:16Z 119.2K followers, 14K engagements

"@Mr_Moativator @simplywallst "Moat" is the most overvalued word in investing. A moat is dug over many years so only a few dozen companies have it. So I guess you mean "what could become a future moat for $DUOL" I guess And what exactly changed Do you believe their "moat" was the content"
X Link 2026-02-07T13:27Z 119.2K followers, [---] engagements

"@chartdummie @simplywallst Moat" is the most overvalued word in investing. A moat is dug over many years so only a few dozen companies have it. If you mean "competitive advantage" it's engagement"
X Link 2026-02-07T13:28Z 119.2K followers, [---] engagements

"With my [----] day streak I've learned basic Italian chess Latin and music. In the meantime what people laughing with $DUOL's language level have learned"
X Link 2026-02-07T15:12Z 119.2K followers, [----] engagements

"About the software selloff. I hear stupid opinions from: * Investors with almost no knowledge about tech * Tech guys with almost no knowledge about investing There are many opinions but not too many valuable ones"
X Link 2026-02-07T18:23Z 119.2K followers, [----] engagements

"@FocusLongTerme Repetition is the mother of all knowledge so yes there is repetition but much less than with other methods. Games are not always the same. Too easy. It adapts to your level. Poorly coded They check the code 🤔"
X Link 2026-02-07T22:00Z 119.2K followers, [---] engagements

"If you really think that $TMUS introducing language translation is a negative for $DUOL you know nothing about $DUOL"
X Link 2026-02-11T19:57Z 119.2K followers, 11.6K engagements

"@alert_invest Do you agree that any website can focus on language education for at least [--] years It's not about the content. It's about UI engagement etc"
X Link 2026-02-11T20:04Z 119.2K followers, [---] engagements

"@rhidiandavis Could you be more specific about what part applies to $RBRK because your answer puzzles me. 🤔"
X Link 2026-02-13T13:20Z 119.2K followers, [----] engagements

"The [--] biggest European companies. From this list I'm long only $ASML & $SAP $MC.PA $LVMHF $NESN.SW $NSRGY $ROG.SW $RHHBY $OR.PA $NVO $SIE.DE $AIR.PA I'm also long $ADYEY and a small company which is one of my latest picks. And $TOI.TO http://RMS.PA http://RMS.PA"
X Link 2025-10-30T10:44Z 119.2K followers, 28.4K engagements

"@GarpandChill Love the question. 👍🏻 Adyen Great company extremely high quality. Was overvalued a few years ago but fairly valued now and most underestimate how long they will be able to grow at 20%. A few other European stocks I own: $ASML & $RMS.PA And Topicus to a certain extent"
X Link 2025-12-04T13:45Z 119.2K followers, [---] engagements

"Let's talk $TTD. The stock is down 78.3% from its high. I've been long since $19.5 (May 2019) and I've been following it since [----]. Right now the stock trades at just [----] times the [----] PE. The EPS growth in [----] is expected to be 17.5%. That implies a [----] PEG of just [----]. For [----] that's [---] and the [----] PEG is [----]. All of these are very cheap by far the cheapest $TTD has ever traded. Of course the company will still have to execute. Last year I warned my subscribers that the stock was overvalued (a valuation score of 3/10 remarking that it would be 2/10 if it had not been such a great"
X Link 2026-02-01T12:30Z 119.2K followers, 55.3K engagements

"SaaS is not going anywhere. 😂 #Switzerland"
X Link 2026-02-06T10:17Z 119.2K followers, [----] engagements

"Just remember it's when everyone is bearish about a certain industry or the market in general that you can find the best opportunities. 💡"
X Link 2026-02-07T13:02Z 119.2K followers, [----] engagements

"I've had many many of my stocks down 50%+ on certain moments. Did you know that $AAPL once dropped 50% on a single day Some never recover some become some of the best stocks ever. It's tough to separate the ones that will recover and the ones that won't but I do know that selling just [--] huge winner can cost you a lot more money than holding on to your losers too long. https://twitter.com/i/web/status/2021052752638464227 https://twitter.com/i/web/status/2021052752638464227"
X Link 2026-02-10T02:45Z 119.2K followers, [----] engagements

"$DDOG's track record on beating the estimates on non-GAAP EPS and revenue. Perfect 40/40 👌🫡"
X Link 2026-02-10T20:30Z 119.2K followers, [----] engagements

"Datadog $DDOG posted OUTSTANDING earnings this morning Accelerating revenue growth record bookings AI tailwinds you name it. Actually Datadog can teach all investors something about AI and investing in AI. And it's probably not the lesson most expect. What about that disappointing guidance though Well you can read everything about it in this article (see below). https://twitter.com/i/web/status/2021367223672057928 https://twitter.com/i/web/status/2021367223672057928"
X Link 2026-02-10T23:34Z 119.2K followers, 12.1K engagements

"You can read the article here. Is $DDOG a buy after its very strong earnings Find out in this article. (As always a very generous FREE part). https://www.potentialmultibaggers.com/p/datadog-the-acceleration-nobody-expected https://www.potentialmultibaggers.com/p/datadog-the-acceleration-nobody-expected"
X Link 2026-02-10T23:36Z 119.2K followers, [----] engagements

"You can read an earnings deep dive here. As always a very generous free part. Enjoy it https://www.potentialmultibaggers.com/p/cloudflare-the-next-internet-is-here https://www.potentialmultibaggers.com/p/cloudflare-the-next-internet-is-here"
X Link 2026-02-11T21:56Z 119.2K followers, [----] engagements

"@davey_juice I have been investing in Potential Multibaggers since [----] I know the word beta all too well. 🙂 Just want to know if I missed anything"
X Link 2026-02-13T13:17Z 119.2K followers, [----] engagements

"The new Potential Multibaggers article is out This one is about $GLBE $SHOP's secret weapon. Is it a buy now Find out below"
X Link 2026-01-11T00:50Z 119.2K followers, [----] engagements

"$DUOL VP of AI New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h"
X Link 2026-02-13T23:49Z 119.2K followers, 17.3K engagements

"Wake up honey The new Overview Of The Week is out With: * How a former karoake machine importing company wiped out billions in the transportation sector. * Is there a crash coming Maybe. Or maybe not. * SaaS multiples have dropped a ton while revenue is growing. * Are $CSU and $TOI dead because of AI What if I told you they have an in-house AI agent platform Much more. See below for the full article"
X Link 2026-02-16T01:28Z 119.2K followers, 10.7K engagements

"$LVGO is a perfect example of a win for everybody: * Patients become healthier. * Patients get free testing strips so cheaper for them. * Less treatment so cheaper for insurers * Cheaper for the public health care costs. * Great returns for its stockholders"
X Link 2020-07-11T11:03Z 119.2K followers, [---] engagements

"Why I never buy an #IPO $SNOW $PLTR $NCNO $AMWL $SUMO $U $GDRX etc. A thread. 👇 I wait for at least [--] quarterly results preferably more but normally at least [--] or [--] months after the IPO. There are several reasons for that. (1/12) 👇"
X Link 2020-09-15T12:03Z 119.2K followers, [----] engagements

"#GameStop $GME [--] lessons: [--]. Never short. Your upside max is only 100% your downside is unlimited. [--]. If #wallstreetbets is stock market manipulation then the often ridiculous short reports of @CitronResearch & others are too. [--]. Many big hedge funds are still very arrogant"
X Link 2021-01-27T13:45Z 119.2K followers, [---] engagements

"I think the whole #RobinHood debacle shows the bull case for $SQ. If it builds out the trading capacities of @CashApp it could become the new better version of @RobinhoodApp. @Square could use it as a lead magnet and make (more) money from the rest of its services"
X Link 2021-01-28T22:14Z 119.2K followers, [---] engagements

"$NET Consistency in a bottle. +50% YoY. evenue growth quarter after quarter since IPO: Q3 2019: +47.6% YoY Q4 2019: +51.2% YoY Q1 2020: +47.8% YoY Q2 [----] +47.9% YoY Q3 2020: +54.5% YoY Q4 2020: +50% YoY. The consistency is awesome and remarkable"
X Link 2021-02-11T22:52Z 119.2K followers, [---] engagements

"$PLTR Any chart readers out there who can interpret this chart 😂 (from Wall Street Bets)"
X Link 2021-02-26T13:44Z 119.2K followers, [---] engagements

"What do you think is the most undervalued $10B+ company I'm not talking about the highest conviction just what you think is most undervalued vs. the long-term story. I'll start with mine: $TDOC"
X Link 2021-04-27T22:39Z 119.2K followers, [---] engagements

"10 years ago $AAPL had a market cap of $330B now $2.2T. If you would have said that at the time you would have been the laughing stock of Wall Street. Imagination combined with logic is a strong force. Which $100B+ company has the potential to be a $2T company before 2035"
X Link 2021-05-03T20:52Z 119.2K followers, [---] engagements

"NOT watching CNBC is a competitive advantage for investors. 🙂"
X Link 2021-05-21T13:17Z 119.2K followers, [---] engagements

"$SE WHAT A QUARTER again 🚀 🚀 🚀 Revenue of $2.28B up158.5% YoY beating the consensus by 13%. 🤯 It even starts beating on EPS now. 😁 Gross profit $930.9M up 363.5% YoY Sea is growing like a sub $100M small cap"
X Link 2021-08-17T11:02Z 119.2K followers, [---] engagements

"I just got a scoop from a secret source and it's 🤯. $SE is launching in Poland now but the next countries could be Spain and France 🤯 This company keeps amazing me with its boldness and execution Long since $54 long for a very long time to come🚀🚀🚀"
X Link 2021-09-07T12:49Z 119.2K followers, [---] engagements

"All the math you need in the stock market you get in the fourth grade. Peter Lynch Beware of people overcomplicating investing"
X Link 2021-10-05T20:12Z 119.2K followers, [---] engagements

"My Multis know this already but I wanted to share this $SE news here too. I got information again from my source that shared before that Spain and France would be the next countries where Shopee would be launched weeks before they were actually launched. A thread 🧵👇 1/9"
X Link 2021-10-26T15:37Z 119.2K followers, [---] engagements

"A lot of people want the next $NFLX $TSLA or $AMZN but they don't look at how volatile these stocks were when they were younger. I can guarantee that if you want the next huge winner you will have to ride the stock down several times"
X Link 2021-11-04T17:42Z 119.2K followers, [---] engagements

"$UPST Great quarter again Revenue $228M +250% YoY and beating the consensus $13.12M or 6.1% EPS of $0.60 beating by $0.27; GAAP EPS of $0.30 beating by $0.06 Guidance Q4 Revenue of $255M to $265M vs consensus of $227.62M almost +15% at the midpoint. Shares - 17.8% 🤔🤷🏻"
X Link 2021-11-09T21:20Z 119.2K followers, [---] engagements

"$NVDA: a really good quarter again. Revenue of $7.1B +50.1% YoY beating by $290M or 4.25% EPS of $1.17 beating by $0.09 GAAP EPS of $0.97 beats by $0.11. Data Center $2.94B +55% YoY Gaming $3.22B +42% YoY Can I nominate Jensen Huang as a top [--] underrated CEO"
X Link 2021-11-18T08:47Z 119.2K followers, [---] engagements

"When I picked $SHOP in May [----] it had📈 223% in [--] yrs. It's a [--] bagger since. $TTD in May [----] (split-adjusted) had 📈550% in [--] yrs. It's a [--] bagger+ since. $SE: +319% in the [--] months before I picked it it's a [--] bagger+ since. Don't think you missed it. Think long-term"
X Link 2021-11-24T09:51Z 119.2K followers, [---] engagements

"Nobody can predict interest rates the future direction of the economy or the stock market. Dismiss all such forecasts and concentrate on whats actually happening to the companies in which youve invested. Peter Lynch"
X Link 2021-11-24T16:12Z 119.2K followers, [---] engagements

"How many times have you heard about $AMZN $NFLX $AAPL millionaires You would expect them to be numerous wouldn't you Most couldn't hold through the volatility. $AMZN: -90% (dotcom) $NFLX: -75% (Quikster debacle 2011) $AAPL: -52% in [--] day (2000 earnings miss)"
X Link 2021-12-05T14:11Z 119.2K followers, [---] engagements

"Pretty sure this basket of [--] 'Covid stocks' will outperform the market over the next year [--] years and [--] years. I'm definitely least confident about the first year. @RemindMe_OfThis [--] year $TDOC $PINS $PTON $ROKU $MELI $SE $FVRR $TWLO $DOCU $SQ"
X Link 2021-12-07T17:12Z 119.2K followers, [---] engagements

"On this day [--] years ago $AMZN was worth $80B. If you would have predicted that it would have a market cap of $1.75T in [----] you would have been the laughing stock of Wall Street. The consensus was that it was 'ridiculously overvalued'. 1/2"
X Link 2021-12-27T12:47Z 119.2K followers, [---] engagements

"At this moment $PINS is a value stock. This is its forward PE. 👀🤯 As you can see it's lower than that of $PEP and $KO. The difference PEP&KO are expected to grow revenue by about 5% in the next [--] yrs PINS by about 25% to 30% per year. #fromgrowthtovalue 😁"
X Link 2022-01-07T20:48Z 119.2K followers, [---] engagements

"$AMZN could survive the dotcom crash by raising a ton of money just before the crash began. $SE now raised a lot of money near the top of this crash. Another parallel. Just saying😉"
X Link 2022-01-28T22:31Z 119.2K followers, [---] engagements

"$NFLX Not great $FB Not great $AMZN 👌 $AAPL 👌 $MSFT 👌 $GOOGL 👌 FANG = dead Long live MAGA"
X Link 2022-02-04T01:48Z 119.2K followers, [---] engagements

"If someone would have said in Sept. [----] that $FB would be down 50% $NFLX 68% and $PYPL 70% very few would have believed that. Now that they are down so much few believe they can go up again. It's a lack of imagination. Much more is possible than you think both up & down"
X Link 2022-04-21T23:37Z 119.2K followers, [----] engagements

"You should like risk because it pays off over time. But you should be paranoid of ruinous risk because it prevents you from taking future risks that will pay off over time. Morgan Housel The Psychology of Money"
X Link 2022-10-04T20:05Z 119.2K followers, [---] engagements

"Time in the market timing the market. If you can find a stock that grows by 12.2%/year after [--] years you have a [---] bagger. So from $10k to $1M [--] years 14% [--] years 16.6% [--] years 20% One such stock can change your life"
X Link 2022-10-05T18:25Z 119.2K followers, [---] engagements

"10 Growth Stocks that I think will outperform over the next decade: 💵 $ADYEY 🐶 $DDOG 🖥 $CNSWF 💼 $PAYC 📺 $TTD 🕵♂ $CRWD 🔐 $NET 🏭 $ASML 🛒 $MELI 💻 $NVDA 📱 $TWLO What are your [--] growth stocks for the next decade 👇"
X Link 2022-10-25T16:06Z 119.2K followers, [---] engagements

"In the long run investing is not about markets at all. Investing is about enjoying the returns earned by businesses. Jack Bogle"
X Link 2022-10-28T23:55Z 119.2K followers, [---] engagements

"I almost never share sth from my private life but now I will. Someone very dear to my wife got a very bad diagnosis and may not survive. Tomorrow morning (9 am CET) there is an all-or-nothing (experimental) surgery. Could you please send your positive energy/prayers 🙏"
X Link 2023-07-09T16:37Z 119.2K followers, 77.3K engagements

"These are my favorite investing tools I use all of the time"
X Link 2023-11-06T09:34Z 119.2K followers, 86.1K engagements

"10 visuals to help investors 👇 [--]. My favorite investment tools:"
X Link 2023-11-20T21:24Z 119.2K followers, 168.3K engagements

"When Peter Lynch got a phone call ☎ from Warren Buffett. 😁"
X Link 2023-11-23T22:43Z 119.2K followers, 197.2K engagements

"Peter Lynch is an investing legend I think most investors have read "One Up On Wall Street." But "Beating The Street" one of his other books is also full of gems. In the book he also shares his [--] rules for investing. Here they are: [--]. Investing is fun and exciting but dangerous if you dont do any work. [--]. Your investors edge is not something you get from Wall Street experts. Its something you already have. You can outperform the experts if you use your edge by investing in companies or industries you already understand. [--]. Over the past [--] decades the stock market has come to be dominated by"
X Link 2023-12-13T13:09Z 119.2K followers, 77K engagements

"Some of my favorite investment tools. 👇"
X Link 2023-12-26T19:07Z 119.2K followers, 42.4K engagements

"This will blow your mind about market timing 99% of what you hear about stocks is market timing: will the market go up or down But that's noise. To demonstrate my point here is a little story backed by evidence. Imagine [--] investors. Each invests for two decades allocating $2000 annually totaling $40000 over [--] years. Here are the [--] different strategies they adopted: [--]. Mr. Perfect Timing: He always invests the $2000 perfectly at the 52-week low every single year. [--]. Ms. Lump-Sum Strategy: She invests immediately upon receiving the money. [--]. Mrs. Dollar-Cost Averaging: She divides the $2000"
X Link 2024-01-17T15:32Z 119.2K followers, 118.7K engagements

"$AMZN is up 7% in the after-hour market to $170. Jeff Bezos said from the start that OCF (operational cash flow) was the best way to value the stock and yes looking back the stock price followed OCF. That also means that the stock is worth $250 now. 👀 That's +47%"
X Link 2024-02-02T01:56Z 119.2K followers, 54.1K engagements

"If you still don't understand the difference between $NVDA and all the rest Jensen Huang explains it in less than [--] minutes. "We observed that and realized that about a decade and a half ago."👀"
X Link 2024-02-03T01:45Z 119.2K followers, 131.4K engagements

"$GOOGL has been undervalued since [----]. Change my mind"
X Link 2024-02-05T11:05Z 119.2K followers, 99.5K engagements

"I'm long $NVDA since $25 and today it crossed $700. 🚀🚀🚀 When it was at $400 I recommended it a few times to the Multis as a Best Buy Now and called it fairly valued for its growth. But does $700 make sense or is it in clear bubble territory 🫧 Let's have a look. 👇 1/6"
X Link 2024-02-08T04:12Z 119.2K followers, 231.2K engagements

"If you invested $10K in $NVDA [--] years ago that would be worth $1.97 million now or a CAGR of 70%. Simply mind-blowing 🤯"
X Link 2024-02-12T12:57Z 119.2K followers, 64.2K engagements

"Is $NVDA a bubble or no bubble Be careful. You can prove anything by overlaying charts depending on when you start"
X Link 2024-02-15T02:33Z 119.2K followers, 83.6K engagements

"Many of the people saying $NVDA is a bubble hold $MSFT in their portfolios. $MSFT is more expensive than $NVDA with much lower growth prospects"
X Link 2024-02-25T23:25Z 119.2K followers, 82K engagements

"Jensen Huang in November [----]. He explains in less than two minutes why $NVDA is miles ahead of everyone else. Big picture thinking. 👏👏👏"
X Link 2024-09-16T11:25Z 119.2K followers, 141K engagements

"This MUST be the most counterintuitive investing chart"
X Link 2024-09-20T07:19Z 119.2K followers, 122.3K engagements

"The PEG Ratio: How Expensive Can Be Cheap 🔥 $NVDA's stock is up 211% over the last year. How could I see a year ago that the stock was very cheap Through the forward PEG ratio.💡 That's why I added to my position even though many said it was expensive. It was dirt cheap if you know the forward PEG ratio The PEG ratio was popularized by investing legend Peter Lynch and it factors in growth. Here's the formula: 👉 PEG = P/E Ratio / Earnings Growth Rate P = price E = earnings per share G = growth in EPS compared to last year (in %) So how do you see if a stock is undervalued PEG 1: The stock"
X Link 2024-10-18T13:47Z 119.2K followers, 69.3K engagements

"'Standard' EUV machines cost $181M per unit. $ASML's new high-NA EUV machinescost between $290M & $362M. In [----] $ASML plans to launch Hyper-NA EUV. It is expected to cost around $724 million per machine. 🤯"
X Link 2024-11-01T19:16Z 119.2K followers, 42.5K engagements

"@JonErlichman This is luxury. $RACE $RMS.PA"
X Link 2024-11-03T01:29Z 119.2K followers, [---] engagements

""My children laugh at me. They think I'm a book with a couple of legs sticking out." Charlie Munger was a ferocious reader about many subjects. Here are [--] books he recommended: 🧵"
X Link 2024-11-04T02:13Z 119.2K followers, 204.9K engagements

"To me $ASML looks like one of the best investments right now. Read more on why: 👇"
X Link 2024-11-19T19:51Z 119.2K followers, 142.3K engagements

"What's your main problem in investing 🤔"
X Link 2025-01-02T23:06Z 119.2K followers, 11.1K engagements

"What's the company with the biggest moat you have ever seen still growing above 15% For me it's $ASML which has an absolute (100%) monopoly on EUV production which all big foundries will need over time. What's yours"
X Link 2025-01-17T19:30Z 119.2K followers, 114.5K engagements

"If you look at $AMZN's operating income and its stock price. The market knows.😉"
X Link 2025-02-11T08:29Z 119.2K followers, 35.5K engagements

"DeepSeek is clearly the $NVDA killer. NOT. 😂"
X Link 2025-02-25T12:38Z 119.2K followers, 51.1K engagements

"5 years ago: $INTC traded at a PE of just [----] $NVDA traded at a PE of [----] The result $INTC -60% $NVDA +1708% If you still use the PE as your only method of valuing a stock just buy an index fund and call it a day"
X Link 2025-03-01T13:20Z 119.2K followers, 119.9K engagements

"If you think the fundamentals don't matter. Think again. This is $AMZN over the last [--] years. CAGR of revenue: 25.5% CAGR of stock price: 25.8% ♻"
X Link 2025-03-11T16:22Z 119.2K followers, 66.2K engagements

"You can clearly see that this is a dying company. Target price: $0 😂🤦♂ $TTD"
X Link 2025-03-15T01:02Z 119.2K followers, 97.7K engagements

"5 stocks that are down AH that are NOT impacted by tariffs: [--]. $MELI [--]. $NU [--]. $NVDA (semis are exempted) [--]. $ASML (same) [--]. $SE"
X Link 2025-04-02T23:20Z 119.2K followers, 97.1K engagements

"Ladies and gentlemen We have a new signal. 😂"
X Link 2025-04-07T22:22Z 119.2K followers, 86.4K engagements

"Step [--] talk up $NVDA in the morning. Step [--] slap a $5.5B fine on $NVDA the same day. WTF😳"
X Link 2025-04-15T21:52Z 119.2K followers, 219.8K engagements

"😂😂😂 Landed in Omaha"
X Link 2025-05-01T03:47Z 119.2K followers, 48.2K engagements

"$GOOGL's Cloud revenue is a thing of beauty. 😍"
X Link 2025-05-28T23:09Z 119.2K followers, 27.5K engagements

"What's the one stock that has your highest conviction I'll start. $MELI"
X Link 2025-06-03T00:50Z 119.2K followers, 97.9K engagements

"10 Reasons To Sell $UPST0 [--] Reasons Not To Sell $UPST I held the stock for [--] years but I sold it. Why [--]. $UPST was supposed to target the "leftover" loans for which there was a huge market. However the premium loans (720+ using FICO's score) will give it more competition and lower margins. In other words it will become more like other lenders. [--]. The company took loans on its own balance sheet again. Okay it's not as much as it used to be but it makes Upstart more fragile. [--]. AI has become more ubiquitous faster than I thought. Upstart won't be able to distinguish itself with AI. Yes others"
X Link 2025-06-06T20:02Z 119.2K followers, 24.8K engagements

"The world's most stubborn investor. Phil Fisher held one stock for [--] years until he died. He bought Motorola in [----] for $10 and watched it grow 2000x turning every $1000 invested in [----] into $2 million. Here are my [--] favorite principles from him: (No. [--] is fascinating)"
X Link 2025-06-07T14:00Z 119.2K followers, 116.1K engagements

"I've been long $CRWD since $93 but I wouldn't buy it now. The comeback from the devastating outage has been incredible - all-time highs in just [--] months. But I won't be adding to my position. Here's why: 🧵"
X Link 2025-06-14T14:07Z 119.2K followers, 91.6K engagements

"The USA is the country with the most investors. Canada & Australia follow. I'm from Belgium Just 5% 😭 And you"
X Link 2025-06-15T18:33Z 119.2K followers, 58.4K engagements

"$NVO ens its Wegovy deal with $HIMS after [--] months. Everyones shocked. 😱 Im not.😃 The real surprise was that the partnership even happened. $HIMS has been using a loophole around patents with compounded versions for personalized use. $NVO didnt like that. Neither does $LLY. But heres what no ones talking about: $HIMS has liraglutide patent expired in [----]. Slightly less effective way cheaper better margins than when it sells Wegovy. It will be launched this year. If you think that $HIMS needs $NVO or $LLY you don't understand the game that's going on"
X Link 2025-06-23T13:15Z 119.2K followers, 141.2K engagements

"The greatest capital allocator no one talks about. At 34% return/yr his track record destroys that of Warren Buffett Ray Dalio Carl Icahn and nearly every investor alive. Yet almost no one knows his name. Here is Mark Leonard's updated investing philosophy:"
X Link 2025-06-29T14:00Z 119.2K followers, 117.2K engagements

"One man turned $1000 into $1000000 TWICE. David Gardner bought $AMZN in [----] and $NVDA at [--] cents in [----]. While most sell for 10% gains he holds for 1000x returns. His [--] "Rule Breaker" criteria that identify 100-baggers: 🧵"
X Link 2025-07-12T14:00Z 119.2K followers, 789.6K engagements

"One man turned $20 million into $14 BILLION in [--] years. Peter Lynch discovered winners by combining everyday observations with deep analysis. His secret He had developed a framework for investing so powerful it made him billions. His [--] rules that identify 100-baggers: 🧵"
X Link 2025-07-17T16:30Z 119.2K followers, 78.9K engagements

"$MELI The stock trades at [----] times EV/gross profit which is historically low. Since the [----] crash the stock has continued to trade within a band between [--] and [----] times gross profit. To me that looks attractive especially in combination with the 37% revenue growth.🤩"
X Link 2025-07-21T17:17Z 119.2K followers, 43.2K engagements

"$META investments in AI: $70B in [----] $99B in [----] $AMZN investments (mostly in AI) in 2025: $120B $GOOGL investments in AI in 2025: $85B $AAPL $204B . on buybacks for [----] & 2025.🙈 Someone's missing the boat. 😱"
X Link 2025-08-03T21:33Z 119.2K followers, 53.8K engagements

"SaaS companies create some of the world's biggest fortunes. $CRM: $200B. $NOW: $150B. $NET: $30B. $CRWD: $75B. $DDOG: $45B. But 90% of investors don't understand the metrics that matter. Here are the [--] SaaS metrics that separate winners from losers: 🧵"
X Link 2025-08-24T16:30Z 119.2K followers, 81.9K engagements

"If you hear someone say the S&P [---] PE ratio is historically high show them this. Context and knowledge"
X Link 2025-09-13T17:03Z 119.2K followers, 54.3K engagements

"Classic one"
X Link 2025-09-21T02:15Z 119.2K followers, 26.9K engagements

"Always (ALWAYS) keep investing"
X Link 2025-10-02T00:05Z 119.2K followers, 335K engagements

"60 semiconductor companies that have EPS growth of 15% or more over the last [--] years. $NVDA $AVGO $ASML $TSM "
X Link 2025-10-16T18:46Z 119.2K followers, 55.6K engagements

"$NVDA in a bubble 🤔 Just look at revenue and stock price over the last [--] years. Revenue +66.5% Stock price +68.5% If you say it's a bubble you only look at price not fundamentals. 🤷♂"
X Link 2025-10-18T16:47Z 119.2K followers, 48.1K engagements

"Current state of the market. 😂"
X Link 2025-10-23T21:36Z 119.2K followers, 85.1K engagements

"The $META [----] is $DUOL"
X Link 2025-11-10T00:13Z 119.2K followers, 37.3K engagements

"Michael Burry is silently weeping today. 😏 $NVDA $PLTR"
X Link 2025-11-11T01:48Z 119.2K followers, 50K engagements

"$CRWD down 7%. Because of the vaccin there will be no crooks anymore. 🤔🙄 $DOCU down 13.5%. Because of the vaccin people will all of a sudden crave for slow back-and-forth paper work. 🤔🙄 $ROKU down 7.8%. Because of the vaccin people become allergic to smart TVs. 🤔😜😂"
X Link 2020-11-09T18:52Z 119.2K followers, [---] engagements

"Cynicism is really bad for investing success. $TSLA was 'just a car' $AAPL was 'just a phone' $FB was 'just a website' $GOOGL was 'just an algorithm' $NVDA was 'just a chip' $SBUX was 'just coffee' $MCD was 'just fast food' . Cynicism sounds smart but it costs you money"
X Link 2021-11-16T11:32Z 119.2K followers, [---] engagements

"Bill Ackman is a legendary investor. In this video he shows you everything you need to know about finance and investing in just [--] minutes. Always learn from the best"
X Link 2023-09-12T10:34Z 119.2K followers, 85.2K engagements

"Mark Leonard turned $25 Million into $90 Billion. 🚀🤯 He only writes Shareholder letters to Constellation Software stockholders when he feels like he has something to say. That's why these letters are so full of wisdom. I am sharing them all in one handy PDF:"
X Link 2024-10-27T01:00Z 119.2K followers, 77.7K engagements

"When Peter Lynch got a phone call ☎ from Warren Buffett. 😄"
X Link 2025-03-19T15:01Z 119.2K followers, 177.3K engagements

"$GOOGL is certain to die.😂 [--] apps with more than [--] billion users"
X Link 2025-06-17T03:15Z 119.2K followers, 82.6K engagements

"These two brothers are among the most successful stock pickers in history. They found $AMZN at $0.80. $NFLX at $1.60. $TSLA in [----]. Yet they had no MBA no finance background and no connections when they started. Here's their step-by-step guide for complete beginners: 🧵"
X Link 2025-08-22T16:30Z 119.2K followers, 197.4K engagements

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