@Investwithj25 Avatar @Investwithj25 Investwithj

Investwithj posts on X about ai, $googl, in the, market 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 60.36% technology brands 57.66% finance 36.04% automotive brands 9.01% social networks 7.21% fashion brands 2.7% cryptocurrencies 1.8% countries 1.8% financial services 0.9% luxury brands 0.9%

Social topic influence ai 32.43%, $googl 28.83%, in the 18.02%, market #1111, meta #4725, sentiment 10.81%, we are 10.81%, business 9.91%, stocks 9.91%, company 9.91%

Top accounts mentioned or mentioned by @stocksavvyshay @mrderivatives @joecarlsonshow @dividenddudex @charliebilello @stockmarketnerd @investwithj25siyfculdmjrpl1ycj @petermallouk @oguzerkan @tacticzh @aotinvest @fullyunwoke @patientinvestor @dividendology @indrastocks @burrytracker @qualtrim @zouyunhan @stockmktnewz @whiggerhq

Top assets mentioned Alphabet Inc Class A (GOOGL) Metadium (META) Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) Lululemon Athletica Inc (LULU) Taiwan Semiconductor (TSM) Adobe, Inc. (ADBE) Duolingo, Inc. (DUOL) PepsiCo, Inc. (PEP) Coca-Cola Co (KO) SPDR S&P [---] ETF Trust (SPY) PayPal Holdings Inc (PYPL) Uber Technologies, Inc. (UBER) Hims & Hers Health, Inc. (HIMS) Advanced Micro Devices (AMD) Snap, Inc. (SNAP)

Top Social Posts

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

"Is meta at risk of getting disrupted though With the brand and moat they have built with their apps it seems extremely unlikely that anyone could dethrone Meta anytime soon Instagram and Facebook are almost must haves for their respective generations. I dont see any other app that has this staying power. At the end of the day Meta is an advertising company. 98% of revenue comes from advertising. As long as meta is able to keep us on the apps and show more ads I think this company is a buy. https://twitter.com/i/web/status/2020242972617412718 https://twitter.com/i/web/status/2020242972617412718"
X Link 2026-02-07T21:07Z [---] followers, [---] engagements

"Meta is flat over the past year. But revenue grew 22%. Revenue is expected to grow 25-30% in [----] EPS is projected to grow 30% next year. And the stock is down 12% in [--] months. At what point does the market recognize this disconnect $meta $msft $googl $aapl $pltr $tsla $nvda https://twitter.com/i/web/status/2021569808475599241 https://twitter.com/i/web/status/2021569808475599241"
X Link 2026-02-11T12:59Z [---] followers, [---] engagements

"Metas 6-month range: Low: $589 High: $790 Current: $677 Fwd P/E of [--] Serious volatility for a $1.7T company. Meanwhile revenue expectations are accelerating to 2530% growth in [----]. Something has to give here right🤔 $MSFT $GOOG $AAPL $META $NVDA $AMD $SNAP $PEP $KO $LULU $PLTR $TSLA $AMZN $JEPI $SCHD $QQQ $SPY $QQQI $SPYI $SPDR $V $PYPL $MA $JNJ $NOVO $LLY $PNC $JPM $BLACK $LMT $TSM $BABA $BRKA $BKR https://twitter.com/i/web/status/2021692384547901557 https://twitter.com/i/web/status/2021692384547901557"
X Link 2026-02-11T21:06Z [---] followers, [---] engagements

"Meta owns: Facebook (3B+ users) Instagram (3B+ users) WhatsApp (2B+ users) Total daily active users: [----] BILLION. Still growing 7% per year. There are very few companies on Earth with a network like this. Yet the stock trades for a [--] fwd PE A company with this type of moat should trade for a sizable premium $qqq $spy $meta $msft $pltr $ko $aapl $spot $nvda $googl https://twitter.com/i/web/status/2021779088558395640 https://twitter.com/i/web/status/2021779088558395640"
X Link 2026-02-12T02:51Z [---] followers, [--] engagements

"Threads launched 100M signups in week one. Now 400M monthly active users. When you can plug a new app into a 3B user ecosystem growth looks different. Imagine what the integration is going to look like with AI $meta $msft $cat $race $nflx $wbd $googl $tsla $uber $now $adbe $amzn https://twitter.com/i/web/status/2021969188579946792 https://twitter.com/i/web/status/2021969188579946792"
X Link 2026-02-12T15:26Z [---] followers, [---] engagements

"@StockMarketNerd Imagine the signal if multiple C-suite execs bought in the open market the same week. That would reprice sentiment overnight. Talk is cheap. Insiders can sell for a million reasons but you only buy for one"
X Link 2026-02-13T02:36Z [---] followers, [---] engagements

"$AMZN being at its cheapest valuation as the business keeps growing makes it such an interesting investment. Look back through Amazons history all they have done is reinvest back into themselves. And everytine they reinvest the market always seems to scoff at it. Couldnt agree more. When this market stabilizes and the dust clears a lot of these beaten down Mag [--] stocks will be rerated up. https://twitter.com/i/web/status/2022140778030432723 https://twitter.com/i/web/status/2022140778030432723"
X Link 2026-02-13T02:48Z [---] followers, [----] engagements

"Market is being driven by short term fears. Investors only care about the short term hit to cash flow. News flash You have to spend money to make money And time and time again $AMZN has done just that. Correct me if Im wrong but Amazon seemingly can only benefit from AI. I dont see how they get disrupted by it https://twitter.com/i/web/status/2022141838627352665 https://twitter.com/i/web/status/2022141838627352665"
X Link 2026-02-13T02:52Z [---] followers, [----] engagements

"@Mr_Derivatives I mean $META with a projected 30% revenue growth rate at a [--] fwd PE is a joke. The AI fear surrounding this one in the short term seems completely overblown especially when you consider AI is already making their ad targeting better"
X Link 2026-02-13T18:57Z [---] followers, [----] engagements

"$META in my opinion is the most interesting one. -Network of [---] billion users (growing by 7% somehow) - Revenue accelerating into the 25-30% range. AI is already improving ad targeting. One of the only real examples of AI providing ROI - Gross margins of 82% - Return on invested capital consistently in the 26-45% range (yes this even includes the metaverse failure in 2022) Obviously there is a significant increase in cap ex which will hamper fcf growth in the short term but $META is already showing that they can use AI to collect and target ads by leveraging their network that has half the"
X Link 2026-02-16T03:22Z [---] followers, [----] engagements

"@joecarlsonshow Over time Amazon is just going to become a heavier and heavier company. They are constantly reinvesting back into their business. And they tend to get decent ROIC as well. (14-20%). Overall investors should continue scoop this up as it falls"
X Link 2026-02-12T21:03Z [---] followers, [----] engagements

"$ASML is severely undervalued. Applying a terminal growth rate of 4% (due to the high growth AI and chip industry) a hurdle rate of 11% (assuming a bit of risk even tho the company is monopolistic in their area) and assuming a growth rate of 20% (their average FCF growth rate has been 63.5% over the past [--] years). I get a fair value of $1116/share"
X Link 2025-05-27T23:00Z [---] followers, [----] engagements

"High quality moat like companies. Duolingo is the biggest risk of all them obviously. The risk/reward position is there for it. The rest of the companies are dominant in their areas. Dont make investing harder than it has to be. Buy high quality companies at discounts and you will perform very well"
X Link 2025-09-11T17:30Z [---] followers, [----] engagements

"Identifying early explosive stocks is not easy and investors know that. Look at every major market run up and the stocks that got pumped. A lot of the hype stocks like $NIO or $CLSK or the SPACs of [----] have fallen in half. Valuation was too high due to people being over optimistic. Even higher quality stocks like $PLTR and $TSLA took massive beatings before they ran back up. But these companies had improving fundamentals and growing margins. Every hype stock has a great story its identifying who has the improving fundamentals that is the key"
X Link 2025-10-02T19:14Z [---] followers, [----] engagements

"Meta has got to be one of the best opportunities in the market YouTube: https://youtube.com/@invest_with_j25si=yF-cULdmjRpL1YcJ https://youtube.com/@invest_with_j25si=yF-cULdmjRpL1YcJ"
X Link 2026-02-13T03:18Z [---] followers, [--] engagements

"$META is spending out of necessity. It absolutely is a large spend no one is doubting that. But when you look at meta 98% of their revenue comes from advertising. So by building out AI this is going to directly improve ad targeting and audience retention. Furthermore due to meta being so concentrated into advertising (which is cyclical) I believe this AI spend is intended to help them find more growth paths. They arent spending all this to just improve ad targeting. This cap ex spend is intended for them to build their own ecosystem. Obviously spending is high but as long as its manageable I"
X Link 2026-02-16T15:10Z [---] followers, [--] engagements

"@PeterMallouk Thats such a short time frame though. There are plenty of times in history you can cherry pick and show the importance of being diversified. We all know its important to invest outside of the US but the US has proven to be a long term grower time and time again"
X Link 2026-02-16T15:13Z [---] followers, [--] engagements

"Its a very interesting dynamic right now because the market is so laser focused on the short term. Yes free cash flows are going to get hit as companies invest into AI. You dont necessarily like to see lower or even negative free cash flows. But artificial intelligence is the next frontier. We are going to need the buildout anyways. It just seems like the worst case scenario is we are a few years too early https://twitter.com/i/web/status/2023231426653483023 https://twitter.com/i/web/status/2023231426653483023"
X Link 2026-02-16T03:02Z [---] followers, [---] engagements

"$MSFT Azure caters more towards large enterprises while AWS tends to better for smaller start-ups. This forecast is likely baking in the assumption that Azure is going to be able to leverage AI and provide automation ( such as data entry roles) for a lot of large companies. Future is still bright for Microsoft and their cloud business needs more credit. $MSFT got an unfair sell off from their last earnings report https://twitter.com/i/web/status/2023238450539843907 https://twitter.com/i/web/status/2023238450539843907"
X Link 2026-02-16T03:30Z [---] followers, [---] engagements

"@StockSavvyShay You have to buy the dip. Market is already up 7% over the past month. All of spring has been a great time to average down"
X Link 2025-05-12T02:37Z [---] followers, [----] engagements

"@oguzerkan Even with a 12% hurdle rate (factoring in risks like AI disruption) and applying a 21% growth rate of FCF (they have averaged 23.5% over past [--] years) I get a target of $243/share Def a long-term hold"
X Link 2025-05-22T21:50Z [---] followers, [---] engagements

"Pepsi is definitely a safe company to buy and has experienced quite the sell-off. However it isn't a screaming buy at these prices. Over the past [--] years $PEP has grown FCF at an average rate of 4.8%. Doing a simple reverse DCF with assumptions of 2% terminal growth rate (not much growth for them left aka very mature company) 9% discount rate (could argue lower as they are an extremely safe company) and an average FCF growth rate of 5.5% (above their average the past [--] years). With these assumptions it has a fair value of about $100 a share. Now if you lower the discount to 8% and raise FCF"
X Link 2025-05-26T23:56Z [---] followers, [----] engagements

"This is what makes Amazon so great. They continue to push for growth. Instead of pocketing profits and just aimlessly giving it to shareholders they reinvest it into new ventures and then another venture. Now $AMZN is everywhere and they have returned more to shareholders through stock appreciation"
X Link 2025-06-04T22:50Z [---] followers, [---] engagements

"$GOOGL is up 15% in the last month. The market is slowly recognizing that this was oversold. I ran a reverse dcf (using growth assumptions to see the stocks intrinsic value) and I get a future share price of $250/share. And that's conservative. I assigned a hurdle rate of 12% due to the risk of AI and it potentially disrupting business (even though Gemini is proving to become stronger and growing in user base). I also assumed Free Cash Flow growth of 21%. This is lower than the 23% average growth rate google has averaged the past [--] years. Usually companies like Google will expand margins as"
X Link 2025-06-11T23:13Z [---] followers, [----] engagements

"@TacticzH $ASML literally has a toll booth on the AI supply chain. If youre bullish on AI than you should be 10x more bullish on ASML Not to mention their incredible stock buyback program and dividend is extremely attractive"
X Link 2025-08-10T22:51Z [---] followers, [----] engagements

"Replace $AMZN with $TSLA. Teslas valuation does not justify their growth. A lot of people are banking on robotics and autonomous taxis both categories they arent even the leader in now. Amazon already has [--] million robots working for them and plans to replace delivery drivers with a fleet of robots. Googles Waymo dominates in the autonomous vehicles market and has outshined Tesla in their own market"
X Link 2025-08-11T00:29Z [---] followers, [----] engagements

"Not a shareholder of $HIMS by any means but insiders sell all the time for so many reasons. Sometimes its because they think the company is overvalued but a lot of times its for personal reasons like they need income since most of their salary comes from stocks. Whats most important is to track when insiders are buying. People sell for a lot of reasons they only buy for one to make money"
X Link 2025-08-12T01:05Z [---] followers, 10.8K engagements

"Amazon puts their hands in every market. They continue to reinvest and grow the business by compounding. This is exactly what you want to see as a shareholder. No dinky dividends just pure strategic reinvestment. Everyone uses Amazons core business and they have almost perfected it. AWS is the leader in cloud still by a large margin. What a great investment"
X Link 2025-08-14T11:43Z [---] followers, [---] engagements

"$AMZN and $GOOGL Hes going all in on big tech. Both monopolistic businesses that were oversold this year. Might not be the flashiest stock picks but its embedded in value. If youre trying to beat the market it is almost impossible to do it without the MAG [--]. These stocks rise the most when the market runs up. Dont make it harder than it has to be. invest in quality"
X Link 2025-08-15T01:32Z [---] followers, [----] engagements

"For any $GOOGL investors who are scared that they will have to sell its looking very unlikely. First off the argument that Google is monopolistic in that space has just gotten so much weaker as the onset of AI has come about. Google has more competition than ever before. Second off multiple third party legal researchers have expressed that they dont believe there is enough substance to force Google to sell Chrome"
X Link 2025-08-15T13:47Z [---] followers, [---] engagements

"@DividendDude_X GOOGLE GOOGLE STOP I cant take all the innovation Lets call it how it is right now whoever claimed AI was going to kill this company had absolutely no idea what they were talking about. You think the search giant wasnt going to be heavily involved in the AI revolution"
X Link 2025-08-15T16:43Z [---] followers, [---] engagements

"Tremendous gains in the stock market over the years. Its cliche but true time IN the market is far more important that TIMING the market. With that said markets reaching all times highs extreme euphoria the Buffett Indicatir screaming overvaluation we are bound for a pull back. No one can tell you when or how much but its better to be prepared and continue to stay invested. Real value investors know the swings of the market are short-term gains are made in the long term"
X Link 2025-08-15T17:10Z [---] followers, [----] engagements

"@StockSavvyShay @AOTINVEST People love the smaller creator content. Movies and tv shows dont have the same pull they once did. YouTube on its own could be valued at least $750 billion I only expect YouTube and Google as the parent to continue to grow with the onset of AI"
X Link 2025-08-19T16:15Z [---] followers, [---] engagements

"@StockSavvyShay $TSM just seems like a higher quality chip and company than Samsung at this juncture. And if $GOOGL wants to eat into that Apple ecosystem then they need top of the line chips. Smart strategic move for Google"
X Link 2025-08-21T01:49Z [---] followers, [---] engagements

"@DividendDude_X Not sure if we can look at this as bearish. $META tends to spend and see margin compression (we saw this with the metaverse in 2022) and they slowly roll it back. Its just about improving financials and maintaining margins"
X Link 2025-08-21T01:56Z [---] followers, [----] engagements

"Im with the FED on being hesitant. Tariffs are still a huge question mark and are inflationary. Until we get clarity on that its going to be hard to justify a rate cut. With that said the increase in unemployment is growing. Is it because of a weakening economy or the onset of AI I think both"
X Link 2025-08-21T13:15Z [---] followers, [---] engagements

"@StockSavvyShay Wait I thought Google was dying I thought AI was going to be the death of Google I thought this was the company everyone said was going to zero Time and time again people. BUY QUALITY COMPANIES AT DEPRESSED PRICES I preached this in April btw🤷♂"
X Link 2025-08-22T00:07Z [---] followers, [----] engagements

"Totally expensive but I agree. I feel like Palantir has the same hype and fanboys that Tesla had when it was in its hyper growth stage in 2020-2021. Sometimes all you can do is let Father Time set in and let the market slowly realize the fundamentals dont match the fantastic story Palantir has"
X Link 2025-08-22T00:10Z [---] followers, [----] engagements

"So lets take a step back to our economics [---] class. Tariffs (which are known to be INFLATIONARY) plus cutting rates (incentivizes spending which increases INFLATION) in an environment where we are struggling to reduce sticky INFLATION. Being cautious is the correct move here. Markets wont like it but the Fed doesnt/shouldnt care about the markets"
X Link 2025-08-22T03:23Z [---] followers, [---] engagements

"This is an overreaction on the upside. Usually we see downside overreactions but Powell didnt confirm a rate cut. Chances are 90% at the moment but they are still evaluating data. Unemployment has ticked up a percent and sticky inflation still persists. This is a difficult situation for the Fed here"
X Link 2025-08-22T15:24Z [---] followers, [----] engagements

"@charliebilello Inflation has been persistent since [----] and now we are opening the door back up to rate cuts which incentivize spending and causes inflation. I just dont see the logic here. Fed must know something"
X Link 2025-08-22T15:52Z [---] followers, 14.2K engagements

"@FullyUnwoke @charliebilello :/ we found the funny guy in the room"
X Link 2025-08-23T03:06Z [---] followers, [---] engagements

"The funny thing is it still has so much upside. Once we get clarity on if they have to sell Chrome or not that will provide a clearer picture on the stock. Gemini is looking like one of the strongest AI platforms cloud is locking deals and growing exponentially and Waymo is getting praise from Uber in the robotaxi space. Let the good times keep rolling"
X Link 2025-08-25T19:05Z [---] followers, [----] engagements

"At what point does valuation come back into the picture for Palantir investors Dont get me wrong I understand paying a premium for great companies. 30x 40x 50x even 60x. But a [---] P/E A [---] P/S Is that truly justifiable As investors we have to have a mindset and a philosophy. Knowing when something is obviously over priced should be part of your mindset. You dont have to be against Palantir because IT IS A GREAT COMPANY but the story doesnt match up with the fundamentals"
X Link 2025-08-25T21:58Z [---] followers, [----] engagements

"@Mr_Derivatives Could that be a sign he knows what the result of the anti-trust case is going to be. Could be two interpretations. Either stock is gonna go crazy or hes calling the judge bananas🤣"
X Link 2025-08-26T16:15Z [---] followers, [----] engagements

"This all depends on how $GOOGL builds it out. If somehow Google builds out a version that is more addicting and fun to use than $DUOL than it could be problematic for Duo. But I still think most people will default to duo. Its still a good platform. All depends on marketing and customer loyalty I suppose"
X Link 2025-08-26T16:49Z [---] followers, [----] engagements

"Lot of undervalued financials right now as well. Companies selling off like FICO and even tech focused financials like PYPL have a lot of upside. There is tremendous opportunity to buy undervalued stocks there. Not to mention as interest rates go down most of these companies will uniquely benefit from it"
X Link 2025-08-26T21:39Z [---] followers, [----] engagements

"The thing with $NVDA report is they almost have to report perfect earnings. With the type of market we are in investors are going to be looking for any weakness. If they say any demand is slowing or they miss on any metric or arent extremely optimistic on the outlook then the nervous investors are gonna sell"
X Link 2025-08-26T21:44Z [---] followers, 10.8K engagements

"Well the market is at all time highs. Buffett indicator at 220%. For reference we crashed in [----] when the indicator was at 200% and 159% during the bubble. That absolutely does not mean we are going to crash. In fact markets have climbed 95% of the time when rates are cut at all time highs. However you have to understand when you are buying. We are at all time highs. Be cautious and wary http://dot.com http://dot.com"
X Link 2025-08-26T22:03Z [---] followers, [----] engagements

"Guys at the end of the day it is just a quarterly earnings report. Dont let the hype or speculation dictate your stock decisions. Know the situation: - We are at ATH - AI is racing up (is it overvalued at this juncture) - Nvidia has had a nice run up and is the clear leader in the AI market Research and due diligence should have been done already. Whether we go up or down you should have your mind made up on Nvidia the AI market and the macroeconomic picture. Trust your gut and your research"
X Link 2025-08-27T02:07Z [---] followers, [----] engagements

"Easiest 30% gain in their companies history. It sold off because people thought AI was going to be the downfall Google literally is the internet. Their AI system was of course going to perform better and now we are starting to see Gemini take over. Once we get an answer on how the judge will rule on chrome (and it should be in favor of them keeping chrome) the stock will have more clarity and hopefully pop up more"
X Link 2025-08-27T15:44Z [---] followers, [---] engagements

"Stock sell-off yet nothing in there that screams sell in fact it says business is doing well. But when we are in times of euphoria and extreme emotion like now peoples emotions take precedence over science and the fundamentals of business. The market is scared of an AI bubble totally fair as we are overvalued. This earnings report was great but doomed from the start. People wanted to sell out"
X Link 2025-08-27T20:44Z [---] followers, [----] engagements

"@joecarlsonshow Youre in reaaaaaaal bad shape if you have to use Palantir. [---] P/sales over [---] P/E. Was $TSLA in 2020-2021 even this overvalued Great stories can become bad investments at the wrong price. I fear a lot of ppl are missing that point right now"
X Link 2025-08-28T16:24Z [---] followers, [----] engagements

"Investing in companies with powerful pricing leverage is often associated with high quality monopolistic type companies. $TSM fits that bill. One of the best countries in the world that is leaps and bounds ahead of their competitors. As the AI race continues on $TSM will be at the center of it. AI is here to stay no doubt but the AI market will be unpredictable. Stock prices may crash or pull back or continue to rise for years and years. We dont know. However buying quality businesses like $TSM should be a lesson every investor learns"
X Link 2025-09-01T15:18Z [---] followers, [---] engagements

"Ya know what is hilarious and will give a lot of new investors insight on how this market really works: look at tweets and commentary about $GOOGL in the spring. Everyone was saying this company is dead AI is going to kill them and that a company as GIGANTIC as Google was going to zero. Thats market sentiment was this company sucks. Now share price is up and everyone cant stop talking about how great it is and how its THE AI PLAY. Hmmm interesting"
X Link 2025-09-01T15:32Z [---] followers, [---] engagements

"Furthermore when you factor in $GOOGL getting into the space its going to be hard for $DUOL to be the dominant player. Im not doubting $DUOL fundamentals look great. However you always have to be cautious investing in companies that dont have that obvious moat. Google or any player can incorporate AI and make an addicting app. Duolingo has it now but it will be interesting to see if they can retain/grow it as AI continues to grow"
X Link 2025-09-01T20:42Z [---] followers, [----] engagements

"Months ago I said a somewhat fair valuation (using very conservative estimates) was $230/share. We are nearing that but I agree. This beast has so much more to grow. With how dominant they are and now using AI to just make their moat stronger Been a shareholder since $88 and have held through the highs and lows"
X Link 2025-09-02T21:57Z [---] followers, [----] engagements

"The sentiment on this stock has completely flipped. Everyone said this company was dead and all of the sudden people are euphoric about it again. The monopoly was always there and in our faces. And was it threatened a bit Maybe But think people love to have Google as their default browser. It will always be the first place people go to. Just wait until Gemini gets up and running full steam"
X Link 2025-09-03T14:22Z [---] followers, [----] engagements

"Probably. Time and time again we see how sentiment follows stock price. When you first start investing you think that stock price follows the news. Couldnt be further from the truth. When a stock is falling the news and sentiment gets worse. When it rises vice versa. Look at Google. Look at tweets and news articles from this spring. It was the most hated big tech company. You could very well see a similar story play out with $UNH here"
X Link 2025-09-03T15:39Z [---] followers, [----] engagements

"Maybe one of the most popular slept on AI companies in the market. It has the perfect recipe for the great investment: [--]. Recurring revenue (25% has to keep coming thru at least for just servicing the machines) [--]. Monopoly (their closest competitor is the whole country of China) [--]. High margins [--]. Shareholder return"
X Link 2025-09-03T15:45Z [---] followers, [----] engagements

"$AMZN in theory should be much larger. When you look at the potential to grow top line revenue this company does it better than anyone else. They have their hands in multiple different markets. What I cant wait to see is how they grow their profitability. This company has a lot of overhead that they should be able to cut. AWS robotics satellites and more should all help them improve margins"
X Link 2025-09-04T17:33Z [---] followers, [----] engagements

"@patientinvestor Sentiment is negative around the stock rn. Everyone is going to say this company is terrible and slowing down. Could they be right Maybe. But with how cheap its trading it now its definitely worth a look"
X Link 2025-09-04T23:17Z [---] followers, [---] engagements

"A combination of a bad jobs report tomorrow hesitation on rate cuts and the annual September pull back could be grounds for investors to reconsider. The job report has to be cool enough that is doesnt evoke a positive reaction. There is a Goldilocks zone for the report tomorrow and if we miss it the hype and retail investors could start to panic"
X Link 2025-09-05T00:48Z [---] followers, [----] engagements

"It should still be the MAG [--]. Just take out Tesla. Tesla does not boast the fundamentals nor posses the moat these tech giants have. I have nothing against Tesla but when you dive into the numbers and financials you can see that their quality is nowhere near that of Microsoft Google Nvidia or Amazon"
X Link 2025-09-05T15:05Z [---] followers, [----] engagements

"Look at the sentiment on this stock. You can read it in the comments. Everyone thinks $LULU is dead. Its not just LULU its Nike and before American Eagles earnings report it was them too. Do people really think that apparel like Nike and Lulu are going to fade Or are they just becoming negative because the share price is down American eagle was this way too. Look at their one year chart attached. People were negative on this company all the way down and then it spiked and now ppl love the stock. The market is so emotionally driven dont let it fool you"
X Link 2025-09-05T15:39Z [---] followers, [----] engagements

"$LULU at 12-13x earnings is the market saying that this company is going to shrink. Now is there a possibility of that occurring Of course. Is it likely Probably not. Lululemon is coming down to normal revenue growth. They were clipping 20-30% revenue growth during the pandemic and thats just not sustainable. A return to normalcy was inevitable. Women still love the brand and are willing to pay a premium for it. Thats how this company has achieved such high margins over competitors like Nike and American Eagle. This is an overhyped and unwarranted reaction from the market"
X Link 2025-09-06T16:02Z [---] followers, [----] engagements

"YouTube could be valued between $700b-$1T here in the next [--] years. And thats just a segment of Google. YouTube is growing rapidly and totally sustains itself. Other creators make content that draw more customers onto the app. All Google has to do now is move it up and make it a premium streaming platform. Hosting live events YouTube tv and other various ventures is going to bolster googles revenue"
X Link 2025-09-08T16:44Z [---] followers, [----] engagements

"The sentiment in this comment section around Lulu truly shows you how the emotions of the market work. When the stock tumbles the sentiment falls. It doesnt go the other way around. Lulu may fall more in the short term but this company is not going to die like everyone suspects"
X Link 2025-09-08T19:14Z [---] followers, [----] engagements

"@dividendology No Google is interesting. You would think with the ecosystem theyve built and the multiple streams of revenue they have flowing in"
X Link 2025-09-09T15:47Z [---] followers, [----] engagements

"I mean Google cloud is an impressive business. The fact that its only a portion of Google is insane. When you divide out Google into its segments you get a company like this: - Largest search engine in the world (oh but what about AI disruption) - The best AI model so far in Gemini integrated with the whole Google ecosystem - Cloud which is rapidly growing - YouTube which is the second biggest search engine and is completely self sustaining - YouTube Tv and streaming is grabbing nfl games and live events which competes with top streamers like Netflix - Waymo which is leading the robotaxi"
X Link 2025-09-09T21:47Z [---] followers, [----] engagements

"$HIMS has quite the winning streak going. I did analysis on this one a couple weeks ago and loved the initial fundamentals. - High growth - Quick turn to profitability - Early dominance in a growing market All good signs. My only thought with this company is the medium term (next 4ish years). Hims will be extremely volatile and like most smaller companies will be susceptible to market volatility. If the market goes down this will fall farther. Id be patient and try to buy this for a deep discount as there is still so many unknowns and a very competitive environment ( Eli Lilly and Novo being"
X Link 2025-09-10T14:12Z [---] followers, [----] engagements

"Banks have to be cautious. Its how they run their business so effectively. Long term investors know to tune out the bank sentiment. With that said valuations have ran up and thats a reason for concern. Still plenty of good opportunities in the market as plenty of high quality stocks have had recent sell offs"
X Link 2025-09-11T20:11Z [---] followers, [----] engagements

"SaaS isnt going anywhere. AI is forcing them to innovate but in the long run AI should help these companies. The hold that $CRM and $ADBE have in the market is very large and especially with CRM so many corporations use their software and make it very difficult to transition. Both of these companies seem like theyre at a discount"
X Link 2025-09-11T23:43Z [---] followers, [----] engagements

"Im a huge Google bull dont get me wrong. But that is just exactly what OpenTable is. You dont have to talk to anyone at all and you just make an online reservation straight from the app. Google might make it easier by cutting out the step where you have to actually go on the restaurants website which will make it quicker. But this stuff has been around"
X Link 2025-09-12T18:27Z [---] followers, [---] engagements

"Google is finally getting the love it deserved. None of this sentiment was there when the stock was trading at $150 a share earlier this year. True long term oriented investors saw what a monster this company was and knew that it was only going to grow and compound on itself. Google cloud is only getting stronger with new deals like the $10b one locked with Meta. Gemini is on pace to be the strongest AI platform. Waymo is taking market share in the robo taxi market Search and YouTube are still growing at 12% rates Keep it rolling"
X Link 2025-09-15T14:29Z [---] followers, [---] engagements

"Is this a quality company Just because Google is taking a stake in it doesnt mean that it is a bargain of investment. Investors should be cautious of buying speculative companies at the top of any market. Reference the crypto companies in [----] after that bubble popped many of those smaller crypto companies havent recovered to those highs since. Crypto may have a great story but is it at the right price"
X Link 2025-09-25T14:15Z [---] followers, [----] engagements

"With all the revenue avenues that Amazon is involved in it seems like they are going to get there. The legacy business of Amazon/ Prime is always going to give Amazon that foundational base. Consumers are loyal and the process has just been getting more efficient. The cloud business with AWS is equally as impressive and has been an established leader in the cloud market. Sure increased competition from Microsoft and Google is a factor but this market has so much potential and it wont be a winner take all. Finally when you look into future revenue drivers with Amazon you can see they are"
X Link 2025-09-25T14:49Z [---] followers, [----] engagements

"A lot of people are going to see $2.5B fine and think wow thats a big hit. For most companies that fine would be crippling. For Amazon tho it only makes up about 6.5% of FCF. Its extremely small. Fines are never good of course but this was a good outcome for Amazon especially when you figure how much money they squeezed from their advertising"
X Link 2025-09-25T16:17Z [---] followers, [----] engagements

"Crypto is a highly volatile asset class. Im sure any investor that has built a material part of their portfolio recognizes that. When the market rises crypto tends to rise more and faster. Its the same on the way down personally I dont touch crypto. But the asset class should not be dismissed. There is a real use case for it and investors that have the belief that crypto will be bigger [------] years from now than it is today have to ride the wild swings. If holding crypto was easy than everyone would own it"
X Link 2025-09-26T00:09Z [---] followers, [----] engagements

"$PLTR has perfection priced in. Maybe even more than perfection the fact of the matter is that the prices right now will react extremely negative to anything less than perfect. Palantir is a great company and will change the world but their future isnt going to be perfect. Investors buying right now have to understand that these are extremely elevated prices. $PLTR needs a dip in order to be considered a good buy"
X Link 2025-10-03T14:36Z [---] followers, [----] engagements

"Pretty incredible stuff. Seeing Nvidia be the first company to reach the $5T mark is insane. Today has been all about Nvidia. There is a lot of positive sentiment surrounding the stock. Investors need to proceed with caution buying at these levels. Can Nvidia keep running Sure. Is it due for a pull back Absolutely. Great company but the time to buy it was earlier this year around $100/share"
X Link 2025-10-29T02:23Z [---] followers, [----] engagements

"Amazon during this whole AI movement has been pushed up very minimally. If any other company announced they were making chips for Anthropic they would be up massively. So why is Amazon not getting the love Is it because they are still being scrutinized for their margin control Does the market not believe in Amazons chips or its AI future Im willing to bet those theories are over exaggerated and Amazon has incredible potential to go up from these levels"
X Link 2025-10-29T16:16Z [---] followers, [---] engagements

"For anyone wondering why the market has barely reacted to this cut initially its because this was expected. The market has baked this cut into current valuations. The only movement you will see from the market today is based off everything that comes after. Powells tone and messaging will move the market. If further cuts are expected then we will probably see markets move up more. If he sounds cautious then expect a pull back"
X Link 2025-10-29T18:18Z [---] followers, [----] engagements

"@StockSavvyShay This gives off some weird energy. Obviously CEOs should care about growing their business and stock price appreciation but this just looks like a hype conference. Might be seeing a bit of euphoria in this market huh"
X Link 2025-10-30T15:58Z [---] followers, [----] engagements

"The opportunity to build a position in Google was first in [----] at around $90/share. Then you had another screaming opportunity this spring in the $150-$170 range. But now people are bidding it up and buying at $250+ It doesnt make sense. Google is a great company but it didnt just become a great company. It was great in [----] and [----] and [----] and now and it will remain a great company. However if you overpay for a great company then it becomes a BAD investment"
X Link 2025-10-30T16:10Z [---] followers, 109.3K engagements

"@IndraStocks Wasnt a post to brag it was just showing the type of returns that were available if you bought when everyone said it was dead"
X Link 2025-10-30T22:20Z [---] followers, [----] engagements

"$META has faced this scrutiny before in [----]. It sold off (much more than this) and roared back. One of the best investments you can make is a Mag [--] stock in the low 20s P/E on a discount. Google traded at a [--] P/E earlier this year and has returned near 100% returns from that low. Nvidia traded at $94/share and has returned 117% since then. Amazon traded at $147 and has since returned 68%. Big tech on sale should be immediately considered by long term investors"
X Link 2025-10-31T19:38Z [---] followers, [----] engagements

"Google is just at that weird spot where all you can do is hold. The companies fundamentals continue to improve but valuation wise its too high to justify buying. Gemini is expanding rapidly and people are really starting to incorporate it into their lives. But even if the AI bubble bursts and we see these hyped up companies tumble Google really wouldnt be affected by it. It would be business per usual. Search doesnt need AI it has only enhanced it. Same for Youtube. Google will feel the effects of a downturn of course but unlike OpenAI or Nvidia it isnt reliant on the AI bubble continuing"
X Link 2025-11-03T15:59Z [---] followers, [----] engagements

"Amazons future growth potential is exciting. Not even considering the recent deal today because the story for Amazon is robotics. Expenses and cap ex spend have been a major drag on Amazons profitability. Amazon employs the second most amount of employees in the world. They are now hiring less and less and converting those jobs into robotics. That conversion will boost margins and will open yet another new avenue of revenue growth as they will be able to sell these robots commercially. Best robotics play in the market is the company that is already using [--] million of them"
X Link 2025-11-03T16:38Z [---] followers, [----] engagements

"Is this the end of the AI race Highly unlikely. But is it reasonable to say that valuations are a bit high Probably. Two things can be true at once (and in the stock market it often is). The market will continue to rise and valuations inch higher and higher. The same thing happens on the downside. During crashes we see companies sell off to insanely cheap levels yet market sentiment drives it lower and lower"
X Link 2025-11-04T14:49Z [---] followers, [----] engagements

"The stock is going to be volatile. Its such a polarizing stock where one side believes its going to be the single most important company in the world and the other side is saying BS. When valuations and sentiment around a stock reach these levels there is going to be wild swings. Investors have made up their mind on $PLTR. The growth is incredible and the things this company does are unique. However valuations on this stock are sky high. This growth would have to continue for years and years and years to justify todays price"
X Link 2025-11-04T15:28Z [---] followers, [---] engagements

"@burrytracker Is Burry taking advantage of an overvalued stock Yes. Was it still gutsy Also yes. $PLTR had all the momentum and posted a great earnings. Unfortunately for investors who are long $PLTR Michael Burry will continue to have a sway because of his one good call years ago"
X Link 2025-11-04T19:39Z [---] followers, [----] engagements

"Amazon is just getting involved in every facet of life. Their expansion alone warrants a premium as they have hundreds of different projects/streams of revenue. International expansion is going to be huge. They are facing struggles in Asia but Latin America seems to be their next big frontier. As long as these ventures turn into high margin/profitable every Amazon investor should like what they are seeing"
X Link 2025-11-05T14:38Z [---] followers, [---] engagements

"Google is a buy now hold forever stock. There is so many different avenues of growth and they are all high margin. Not to mention they arent reliant on the success of AI. All their businesses would be completely fine if the bubble popped. But since we are in an AI landscape Gemini is becoming the leading force in it. Sure ChatGPT had the first punch but Google is coming on strong. Tremendous outlook and tremendous fundamentals"
X Link 2025-11-06T15:37Z [---] followers, [----] engagements

"This is an insane valuation for $TSLA. She had similar comments in [----] and [----] that Tesla would be a multi trillion dollar company. Her statements and thesis on stocks lack a process. As a result Ark Invest has had dismal returns. Tesla simply doesnt have the capabilities to become a $9T in the next [--] years. At the end of the day over 80% of their revenue comes from cars. Until that changes in the financials Tesla will continue to be a car business and there is no car company reaching $9T"
X Link 2025-11-06T15:48Z [---] followers, [----] engagements

"Are valuations a bit high for some of the key AI players Yes. Does that mean the market is going to sell off Hell no. We are in a period of quantitative easing. Rates are going down and the Fed is going to be actively reinvigorating growth. There will be a crash and recession but probably not soon. There are cracks in the market and everyone is aware of the poor labor market but the Mag [--] is rolling and Nvidia will continue to grow despite its current valuation"
X Link 2025-11-06T18:31Z [---] followers, [----] engagements

"Not a bad move. $ADBE is selling for record cheap levels. There is a lot of similarities between Adobes story and Googles story from [--] months ago. Both are companies with strong moats that the public perceive/perceived as losing to AI. A lot of investors dont understand that AI will only help Adobe just like how AI has only helped Google"
X Link 2025-11-06T21:16Z [---] followers, [----] engagements

"@qualtrim Its a clear deal right now. Showing similarities to its sell off in [----] from the amount spent on the Metaverse. However the cash spend of Meta isnt sustainable. This will hopefully be a stark reminder for Zuckerberg that more spending doesnt necessarily mean more success"
X Link 2025-11-07T13:10Z [---] followers, [----] engagements

"$GOOGL is playing it smart. Using the TPUs in house and testing them will help Google refine them. Pushing them out too early would risk major issues and a lackluster product. Google knows it doesnt have the reputation Nvidia does when it comes to chips. Google has to be very careful and precise with anything they push out"
X Link 2025-11-10T15:00Z [---] followers, [----] engagements

"I agree but this is going to be a more qualitative take. Im [--] and growing up all through school and college we did work through Googles ecosystem. Every paper was typed on docs every PowerPoint was on Google slides all my school emails used Gmail. Then entertainment and tutorials were used and found on YouTube. Last but not least we of course got used to Googling everything via their search engine. With the Gemini integration people are going to continue to stick with that key search business. Not even factoring in the growth paths (such as Waymo or the TPU business) I feel like the younger"
X Link 2025-11-10T15:51Z [---] followers, [----] engagements

"$NVDA trades around like its a penny stock yet it is the largest company in the work. The AI highs and lows continue to just swing back and forth rapidly. This market seems to be more in love with the news rather than the fundamentals of companies. This will be a wild ride up and down"
X Link 2025-11-10T21:58Z [---] followers, [----] engagements

"$PYPL is a beaten down stock. It cant really go much lower yet the upside is attractive. Strong growth rates and at an attractive valuation. If you bought [--] stocks with these same fundamentals then you would have a strong portfolio. You might get 1-2 value traps but Im willing to bet the rest of the portfolio would perform pretty well over the next decade. Long $PYPL"
X Link 2025-11-10T22:01Z [---] followers, [----] engagements

"At some point valuations will start to matter again. Buying $DUOL at $400 was a mistake. Its a great business but for every business there is a fair price. The hype and the valuations will return back to normal one day but in the mean time investors are continuing to overlook fundamentals. Hype investors have stopped asking critical questions like what needs to happen to justify this valuation or what do the growth rates have to be to equate todays multiples"
X Link 2025-11-11T17:35Z [---] followers, [----] engagements

"Thats why you cant pay too much attention to headlines like this. Investors need to slow down and realize its one bank making one sale. Yushmitsu Goto the CEO of Softbank also said the sale has nothing to do with Nvidia in an interview with the NYT. Furthermore they are heavily investing into OpenAi who has a $100 billion partnership with Nvidia. SoftBank was in a [--] way circular deal"
X Link 2025-11-11T21:34Z [---] followers, 10.9K engagements

"I mean youre seeing weakness everywhere except the top few stocks. Tech is carrying the gains this year and the macroeconomic picture is ugly. Not to mention that valuations are a little frothy. Profit taking and pull backs are healthy. You cant have a market that jumps up 40% and expect that to continue forever. Always remain diversified in high quality companies and the run ups and pull backs wont matter"
X Link 2025-11-12T21:29Z [---] followers, [----] engagements

"@StockSavvyShay This is how $AMZN plans to get more efficient and boost their margins. Less employees less wage expense more money on the bottom line"
X Link 2025-06-05T01:24Z [---] followers, [----] engagements

"Another big bet from Elon and Tesla. His innovation alone has made this stock trade at premium valuations. But how long is it going to take for investors to start demanding results Tesla has underperformed/missed on many statements and markets they should be dominating in they are falling behind"
X Link 2025-09-01T20:47Z [---] followers, [---] engagements

"If you are going to hold crypto then you have to be ok with the wild ups and downs. No doubt crypto has gained popularity and isnt as speculative as it was 5-10 years ago. But its still a very risky investment. If you are truly bullish on crypto then you cant be easily persuaded. Lots of regulation and headwinds are ahead for the space and not to mention when the market falls crypto falls harder"
X Link 2025-09-04T14:35Z [---] followers, [----] engagements

"You just cant help but laugh at all the individuals who said this company was dead in the spring. They thought AI would kill it but real investors knew Google would dominate AI. Cloud is growing hand over fist and YouTube is landing prime time events. They have partnerships with other Mag [--] companies that are unlikely to break off. Google is one of the most structurally sound stocks in the market"
X Link 2025-09-11T20:09Z [---] followers, [---] engagements

"Google continues to go full steam ahead in the AI race and is now roping in crypto. Obviously $COIN is a top player in that field so a partnership between these two initially make sense for both. Both companies will most likely benefit. I wonder how the market will view this and whether a lot of people will utilize it Crypto is growing in popularity and society has accepted that AI will be essential for the future. One would think this partnership has a major goal and vision for the future"
X Link 2025-09-16T15:35Z [---] followers, [----] engagements

"@zou_yunhan @StockMKTNewz Sorry 😞 I havent unlocked the infinite money glitch yet"
X Link 2025-10-30T20:15Z [---] followers, [----] engagements

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