@BirdNLionInvest Bird and Lion Investing

Bird and Lion Investing posts on X about $googl, ai, $unh, $now the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

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

Mentions: [--] #

Followers: [---] #

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

Social Influence

Social category influence finance stocks technology brands cryptocurrencies countries social networks travel destinations celebrities musicians automotive brands

Social topic influence $googl, ai, $unh, $now #126, $btc, $amd, in the, $soxl, $nvda, $amzn

Top accounts mentioned or mentioned by @jrouldz @longoption @pepemoonboy @ashton1nvests @grok @amitisinvesting @msbinvests @dividenddudex @thebrilliantbu1 @liorasher @thelonginvest @leotraydes @tomkazansky59 @vivatliquiditas @growthrapidly @edgaralandough @deepicevalue @zerohedge @micro2macr0 @moinvestinghq

Top assets mentioned Alphabet Inc Class A (GOOGL) UnitedHealth Group (UNH) Now Coin (NOW) Bitcoin (BTC) Advanced Micro Devices (AMD) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Uranium Energy Corp. (UEC) iShares Ethereum Trust (ETHA) Fair Isaac, Corp. (FICO) iShares BTC Trust (IBIT) Ethereum (ETH) Builders FirstSource, Inc. (BLDR) Oscar Health, Inc. (OSCR) Molina Healthcare, Inc. (MOH) Iris Energy Limited (IREN) Palo Alto Networks Inc (PANW) Hims & Hers Health, Inc. (HIMS) Trade Desk, Inc. (TTD) Tyler Technologies, Inc. (TYL) Robinhood Markets, Inc. (HOOD) Fortinet Inc (FTNT) Volatility Shs TR 2X Ether ETF (ETHU) Centene Corp (CNC) Spacemesh (SMH) Cadence Design Systems Inc (CDNS) Metadium (META) Lam Research Corporation (LRCX) Elevance Health Inc (ELV) Comfort Systems USA, Inc. (FIX) Fiserv, Inc. (FI) CoreWeave, Inc (CRWV) Core Scientific, Inc. Common Stock (CORZ) Adobe, Inc. (ADBE) Grab Holdings Limited Class A Ordinary Shares (GRAB) DLocal Limited (DLO) Broadcom, Inc. (AVGO) Oklo Inc. (OKLO)

Top Social Posts

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

"Stocks Im watching closely this week: $ASML $AMD $BLDR $DLO $OSCR $AAON $INMD Will hopefully get to add/initiate on many of these"
X Link 2025-07-14T02:45Z [--] followers, [--] engagements

"@BritishHodl Yeah Ive done a lot into $IBIT. Hopefully it works out lol"
X Link 2025-07-14T18:15Z [--] followers, [---] engagements

"@DividendDude_X $IBIT and $ETHA"
X Link 2025-07-14T20:28Z [--] followers, [---] engagements

"@tropicaltrader7 Im deep into $SOXL also. Aiming to start exiting in the 30s. Cost basis around $12"
X Link 2025-07-16T17:17Z [--] followers, [--] engagements

"$UNH at $288 is crazy work. If youre a long term holder. Scoop up a good amount here. Buy the sector - $MOH $UNH $OSCR etc"
X Link 2025-07-17T14:48Z [--] followers, [---] engagements

"@pepemoonboy Better off buying $ETHA imo"
X Link 2025-07-18T02:11Z [--] followers, [---] engagements

"@pepemoonboy Yeah Ive just been buying $IBIT and $ETHA. No wallet headaches or anything. Obviously will miss out on other pros of crypto (no tax buying etc) but I figure Ill just rotate it into that when they become too good to miss out on. Just trying to follow the price action for now"
X Link 2025-07-18T03:41Z [--] followers, [--] engagements

"@Ashton_1nvests Absolutely own $UNH. Add $MOH too. Buy the sector"
X Link 2025-07-18T18:07Z [--] followers, [---] engagements

"@_Lior_Asher I cant currently do options. Only buy + sell. Thats partially why Im curious how Robinhood tracks it if youre doing options on it. Like doesnt the contract end Does it log that under $SOXL and then accumulates"
X Link 2025-07-18T20:15Z [--] followers, [---] engagements

"@pepemoonboy @BoujeeFinances Oh woah I thought your portfolio was at like $900k"
X Link 2025-07-20T03:10Z [--] followers, [---] engagements

"@pepemoonboy @BoujeeFinances Im [--] [--] kids 150k in debt (went to Columbia for undergrad and grad biggest waste) my goal is just to set myself for like [--] hour work days and my own boss within 5-7 years"
X Link 2025-07-20T22:42Z [--] followers, [--] engagements

"@pepemoonboy @BoujeeFinances Thanks so much man Im a loyal follower of you (I was on a diff account but wanted to make a more official one to grow my presence). I dont necessarily need to to real estate just anything thatll allow me to have that kind of life I mentioned"
X Link 2025-07-21T00:14Z [--] followers, [--] engagements

"@Algo_Stoney God damn. Good for you man. I only bought [----] shares at around $3. I dont know the space well enough but the research I did looked good. Now looking like I shouldve ported lol"
X Link 2025-07-21T14:33Z [--] followers, [--] engagements

"Moves so far this past week: Bought more $ITB Bought more $UNH Took some profits in the Roth IRA from $SOXL Should be a fun week ahead. I'm out of dry powder. Will look for $SOXL in $30-40 range to start rotating. Godspeed"
X Link 2025-07-23T02:31Z [---] followers, [---] engagements

"@DividendDude_X There is no reason $GOOGL shouldn't be $220 by EoY. Just based off the multiple that would be the logical minimum price"
X Link 2025-07-23T02:36Z [--] followers, [---] engagements

"@longoption @TheLongInvest All while collecting that nice divi. Yes it CAN be that easy :)"
X Link 2025-07-23T14:57Z [--] followers, [---] engagements

"@longoption Cant blame you. I went into margin buying for some more $UNH and $ITB lolllll"
X Link 2025-07-23T15:28Z [---] followers, [---] engagements

"@longoption Theres free margin on RH Embarrassingly I use Schwab lol (really expensive margin). But the customer service is elite and I feel like I want to see RH go through another downturn cycle to see how it holds up after lending to a lot of degenerates :)"
X Link 2025-07-23T15:33Z [--] followers, [--] engagements

"@longoption But yeah I would use the margin lol. The divi will likely almost pay for it"
X Link 2025-07-23T15:34Z [--] followers, [--] engagements

"Cant wait for $GOOGL earnings today. Its a cornerstone of my portfolio and even if their guidance is a little weak and we see short term volatility I believe theyll show very high capex which will give me more confidence long term plus itll push up my $SOXL position. Double whammy"
X Link 2025-07-23T16:18Z [--] followers, [---] engagements

"Buy $UNH $MOH $ELV $CNC $OSCR and dont touch it for a year"
X Link 2025-07-23T21:30Z [---] followers, [----] engagements

"How do we have incredibly bullish AI sentiment from Trump $GOOGL increasing their capex like crazy yet $SOXL still stuck in the $26 range make it make sense. When will this thing blow past $28"
X Link 2025-07-24T04:00Z [--] followers, [---] engagements

"@longatrades Yeah I do agree the composition of $SMH is far better than that of $SOXX Found out too late"
X Link 2025-07-24T04:18Z [--] followers, [--] engagements

"@longoption Or Sydney Sweeney to partner with it"
X Link 2025-07-24T12:28Z [--] followers, [--] engagements

"@tradepal_app I think its because of $MOH earnings"
X Link 2025-07-24T13:21Z [---] followers, [----] engagements

"$UNH tanking on $MOH reporting higher revenue but lower EPS due to higher costs. Short term noise IMO. Adding here"
X Link 2025-07-24T13:22Z [--] followers, [---] engagements

"Selling my $SNPS today. The $ANSS x $SNPS thesis played out and my $SNPS is up 60%. Gonna take the profits and run. Wish I put more in did it earlier in my active portfolio management journey :("
X Link 2025-07-24T13:39Z [---] followers, [--] engagements

"@longoption Really Idk I feel like we already knew they were in trouble with DOJ and collaborating with them doesnt scream guilty to me. I feel like it could be more due to $MOH because of that"
X Link 2025-07-24T13:52Z [--] followers, [---] engagements

"$BTC down to $115k. Interesting pullback. Its not a definitive leading indicator for the $SPX but there is some correlation and Id be curious to see if that means were a lock for getting our typical August/September correction"
X Link 2025-07-25T05:18Z [--] followers, [--] engagements

"@_Lior_Asher $SMH is a way better structured ETF than $SOXX"
X Link 2025-07-25T11:04Z [--] followers, [--] engagements

"Do I exit my $FIX position here Up huge"
X Link 2025-07-25T16:30Z [--] followers, [---] engagements

"Mainly because Im in margin for the buys I did recently and I feel like my portfolio is kind of bloated with names I bought earlier in my active management journey (like $FIX) where its a small % of my account and I cant realistically follow all those names forever. Would rather concentrate my portfolio a bit"
X Link 2025-07-25T16:43Z [--] followers, [--] engagements

"@DividendDude_X Buy each of the foundational $OSCR and $DLO and check back in [--] years :)"
X Link 2025-07-25T19:49Z [---] followers, [---] engagements

"@TheLongInvest Im never touching my $IBIT or $ETHA. I consider the money locked up"
X Link 2025-07-27T17:21Z [--] followers, [---] engagements

"@Leo_Traydes Mine thankfully does but Ive slowly started letting my contribution amount drift towards just getting the match and taking home the rest. However with a 401k you do have the option to make it a Roth which is a nice added bonus"
X Link 2025-07-27T17:26Z [--] followers, [---] engagements

"@_Lior_Asher I havent sold a share in my taxable yet. Im still hoping and praying it goes up"
X Link 2025-07-27T18:44Z [--] followers, [--] engagements

"@_Lior_Asher From your mouth to the market gods ears"
X Link 2025-07-27T18:47Z [--] followers, [--] engagements

"@Ashton_1nvests What about $AMD"
X Link 2025-07-28T15:35Z [--] followers, [---] engagements

"@longoption I have a large position in $ITB and a solid one in $BLDR on that exact thesis. Easy 30% when we get rate cuts"
X Link 2025-07-28T17:41Z [---] followers, [---] engagements

"@longoption Yeah haha. Im trying to invest not gamble lol"
X Link 2025-07-28T18:08Z [--] followers, [--] engagements

"$CDNS smashes estimates and issues upbeat guidance signaling strength for semiconductors and AI infrastructure. - Q2 adjusted EPS: $1.65 (vs. $1.56 consensus) up 29% YoY. - Revenue: $1.275B (vs. $1.26B consensus) up 20% YoY. - Backlog: $6.4B. - Segment strength: Core EDA +16% YoY IP business +25% System Design & Analysis +35%. - Cash: $2.82B on hand. New FY25 Guidance: - Full-year revenue: $5.21B$5.27B (was $5.15B$5.23B). - Adj. EPS: $6.85$6.95 (was $6.73$6.83). - Q3 adj. EPS: $1.75$1.81 (vs. $1.72 consensus). Cadences strong Q2 earnings signal continued strength for the semiconductor"
X Link 2025-07-28T22:07Z [--] followers, [--] engagements

"$CDNS beat and raise signaling strength for semiconductors and AI infrastructure. - Q2 adjusted EPS: $1.65 (vs. $1.56 consensus) up 29% YoY. - Revenue: $1.275B (vs. $1.26B consensus) up 20% YoY. - Backlog: $6.4B. - Segment strength: Core EDA +16% YoY IP business +25% System Design & Analysis +35%. - Cash: $2.82B on hand. New FY25 Guidance: - Full-year revenue: $5.21B$5.27B (was $5.15B$5.23B). - Adj. EPS: $6.85$6.95 (was $6.73$6.83). - Q3 adj. EPS: $1.75$1.81 (vs. $1.72 consensus). Cadences strong Q2 earnings signal continued strength for the semiconductor industry especially for leaders in AI"
X Link 2025-07-28T23:03Z [--] followers, [--] engagements

"@Ashton_1nvests $AMD $GOOGL $ASML"
X Link 2025-07-29T00:02Z [--] followers, [---] engagements

"@amitisinvesting Uch not I have to sell my $GOOGL $AMD and NVDA"
X Link 2025-07-29T00:19Z [--] followers, [----] engagements

"$UNH earnings: EPS of $4.08 which missed analyst expectations. Top line did grow though by about $13B. Main story here is the sharp cut to guidance with an EPS of $16 for the year (was $20.9). I think this was to be expected given the higher medical costs and Medicare funding reductions). MLR (medical loss ratio) also spiked to about 90% reflecting the rising cost pressures. $UNH management remains focused on their operational discipline and reiterated earnings growth by [--]. I will be looking for insider trading and buyback programs. Nevertheless I still have faith in the company as a long"
X Link 2025-07-29T11:35Z [--] followers, [---] engagements

"@ChartsRUs0 Hoping the bullish sentiment continues. Been sitting on $ITB for a little bit hoping for a run. Interest rate cuts should shoot this guy up 30%"
X Link 2025-07-29T19:24Z [---] followers, [--] engagements

"@gibby_joe52901 @TheLongInvest I would be shocked if it hits $200. But yes the dividend does help soften the blow. Everyone who owns shares gets dividends my cost basis is around $285"
X Link 2025-07-29T21:21Z [--] followers, [--] engagements

"@longoption Yeah I wont die on that hill. Its just an observation I have and have done some research into it (primarily when the whole UNH CEO thing happened). Ive had a few debates on it none conclusive. Happy to be wrong (I hope Im wrong)"
X Link 2025-07-30T00:22Z [--] followers, [--] engagements

"I think Im going to initiate a position in $CRCL. They did a deal with $FI centered around stablecoin infrastructure. Stablecoin adoption will likely rise and replace payments through $V $MA. $CRCL is down a bit so its a good time to initiate a position"
X Link 2025-07-30T00:33Z [---] followers, [---] engagements

"@TheBrilliantBu1 $ETHA $UNH $IBIT $GOOGL. If you wanna get a bit crazy $SOXL"
X Link 2025-07-30T01:34Z [---] followers, [---] engagements

"Praying for all those on the west coast. Stay safe"
X Link 2025-07-30T02:37Z [--] followers, [--] engagements

"@ftr_investors $ASML all day every day"
X Link 2025-07-30T13:56Z [--] followers, [----] engagements

"There will be no rate cut. Idk why the #bitcoin cult is so hung up on the possibility of rate cuts now and acting like all the bullish news it keeps getting is sending it to infinity. To be clear I have a large position in $IBIT and $ETHA. But its purely a super long play because crypto acts so weird in the short term. You will have to wait for rate cuts to send bitcoin. Maybe later this year"
X Link 2025-07-30T16:50Z [---] followers, [---] engagements

"@DividendDude_X Yep. The boring parts are the hardest. Im sitting on $ITB right now and its killing me lol. Want to rotate so bad but I know that bad boy will pop when we get a rate cuts"
X Link 2025-07-30T16:56Z [---] followers, [---] engagements

"@jfsrev What about from here I have $ITB"
X Link 2025-07-30T19:51Z [---] followers, [--] engagements

"This is the first time since [----] that two member dissent on a policy decision. I see the argument for no rate cuts but I also see the argument for rate cuts. Given Powell cut right before elections and him continuously citing tariffs as inflationary with zero evidence (GDP was freaking 3% for crying out loud) Im starting to believe it has become largely political"
X Link 2025-07-30T20:08Z [--] followers, [--] engagements

"Its the equal weighting. They have some junk in there that drags it down even when the industry leaders like $NVDA and $AMD are up big. Compare and contrast it to $SMH which has a huge weighting on the top few names and is therefore up big. The flip side of this is that if semis go down $SOXX/ $SOXL will go down a bit less lol"
X Link 2025-07-30T23:08Z [--] followers, [---] engagements

"$SOXL is actually just a really crappy product. $NVDA $AMD $AVGO $QQQ - all up nicely. $SOXL Down. I made a ton off of it just due to good timing but its really such a crappy product"
X Link 2025-07-31T02:47Z [---] followers, [---] engagements

"@TheValueTrade The easiest buy of life was $META sub $500 during April. I mean come on"
X Link 2025-07-31T03:14Z [--] followers, [--] engagements

"@TheRonnieVShow Godspeed brother"
X Link 2025-07-31T03:16Z [---] followers, [---] engagements

"@TheRonnieVShow Add $ELV $MOH $CNC"
X Link 2025-07-31T03:17Z [---] followers, [---] engagements

"@DeepIceValue Yeah and idk if it will double it could but 50% I would say is conservative and even that would be a very good return. And thats only price return total return will be higher due to dividend"
X Link 2025-07-31T10:04Z [---] followers, [--] engagements

"Is there any reason to keep my brokerage in Schwab vs Robinhood Other than the phenomenal and unbeaten customer service at Schwab"
X Link 2025-07-31T10:38Z [---] followers, [--] engagements

"@BTCjunkies @grok is this true"
X Link 2025-07-31T11:52Z [--] followers, [---] engagements

"I promise this is my last $SOXL post for a bit. but man what a crappy product. Someone call up Direxion and tell them whats up. $NVDA $AMD $AVGO and the other industry leaders could all be up huge yet this things construction is so bad that the junk at the bottom just drags it down. $SMH is way better. Cant wait to exit this thing"
X Link 2025-07-31T13:35Z [---] followers, [----] engagements

"$FICO actually going through the wringer. FinTwit doesnt talk about it too much but it still has incredible pricing power despite the VantageScore share gains. Its a long term play but I think it can rerate"
X Link 2025-07-31T13:47Z [---] followers, [---] engagements

"$GOOGL is now indexing shared ChatGPT conversations. On the surface: privacy risk. In reality: a structural tailwind for $GOOGL. Heres why its bullish: [--]. A new class of content just got unlocked. LLM chats werent indexable at scale. Now they are. Billions of AI-user convos = high-intent long-tail gold for Google Search. 2.$GOOGL stays upstream of AI. OpenAI makes the content. But Google still decides what gets seen. 3.The SEO engine just got a second wind. LLMs write the content humans share it Google ranks it. Search isnt dying its evolving with AI as its fuel. Pair that with Gemini already"
X Link 2025-07-31T16:48Z [---] followers, [---] engagements

"@DeepIceValue Weve seen this movie many times. Market is emotional. Stay rational and you have a large advantage"
X Link 2025-07-31T20:24Z [---] followers, [---] engagements

"I checked my portfolio. Having some flashbacks. Feels good cant lie. $TQQQ"
X Link 2025-08-01T14:03Z [---] followers, [--] engagements

"Just ported into $TQQQ. Pray for me"
X Link 2025-08-01T14:23Z [---] followers, [---] engagements

"@longoption Told her to sell the kidney and the house and buy $TQQQ"
X Link 2025-08-01T16:07Z [---] followers, [---] engagements

"@TomKazansky59 When do you think the market starts to price this in and just rips You think were going to Spx 6000"
X Link 2025-08-01T17:05Z [---] followers, [---] engagements

"@DividendDude_X $UNH and $ASML"
X Link 2025-08-03T02:40Z [---] followers, [---] engagements

"@BourbonCap No one is talking about $FICO but the risk/reward here is phenomenal"
X Link 2025-08-03T03:26Z [---] followers, [--] engagements

"My top asymmetrical opportunities right now: $UNH (recommend buying whole sector: $MOH $ELV $CNC and $OSCR for some convexity) $ASML $BLDR $FICO $FI $GOOGL $AMZN What did I miss Disclaimer: I dont own all of these largely because I ran out of dry powder and my firm limits trades per month but I do own many and have bought all in my sisters account"
X Link 2025-08-03T11:31Z [---] followers, [---] engagements

"Buy $BLDR. very very solid company fundamentally and will benefit greatly from rate cuts. Have had them waiting for the cuts for a month now. Should POP soon"
X Link 2025-08-03T20:08Z [---] followers, [--] engagements

"@nandini__bagga @grok what keyboard does this guy have"
X Link 2025-08-03T23:46Z [---] followers, [----] engagements

"@grok @nandini__bagga Is it nicer than the mx mechanical full version with the keypad Thats what I have but this kind of looks sleeker and now Im regretting my purchase. But I guess the keyboard is nice to have"
X Link 2025-08-04T00:23Z [---] followers, [--] engagements

"@samirxkhann @grok @nandini__bagga Why do pictures of the mx mechanical mini look smaller than the one in this guys setup It looks much wider here"
X Link 2025-08-04T00:33Z [---] followers, [--] engagements

"@TheBrilliantBu1 @longoption I agree it was primarily #2. He underperformed the SP500 pretty much the last [--] decades if I remember correctly"
X Link 2025-08-04T03:25Z [---] followers, [--] engagements

"@Bitcoin_Teej Great line at the bottom there"
X Link 2025-08-04T03:56Z [---] followers, [--] engagements

"@longoption Correct. Retail and hedge funds are pretty much the only entities that are free lol. Big buy sides even analysts are scared to deviate too much from sell side so they have a person to blame if their picks go south"
X Link 2025-08-04T15:28Z [---] followers, [--] engagements

"@zerohedge Melania gonna be pissed"
X Link 2025-08-04T15:54Z [---] followers, [---] engagements

"Abroad there has been more adoption of AI in medicine because their healthcare systems suck. I think people will be less reluctant to use it once the accuracy is proven time and time again and the convenience is unmatched. (Btw Im talking more in terms of stuff youd go to a clinic for not full out need hospitalization etc)"
X Link 2025-08-04T19:56Z [---] followers, [--] engagements

"@TradingThomas3 @grok is this a real Trump tweet"
X Link 2025-08-05T00:32Z [---] followers, [----] engagements

"$OKLO out here doing gods work. Im telling you - energy are the wheels of the AI boom. China is investing heavily into it and the USA will follow - we must win this to win the AI race. Act accordingly Shoutout $UEC"
X Link 2025-08-05T16:59Z [---] followers, [--] engagements

"@Ashton_1nvests Aside from $UNH what you looking to add"
X Link 2025-08-05T18:16Z [---] followers, [---] engagements

"@_Lior_Asher Thank god. I shall HODL then"
X Link 2025-08-05T21:36Z [---] followers, [--] engagements

"@longoption Good list. Same on the buys with the addition of $GOOGL :)"
X Link 2025-08-06T17:53Z [---] followers, [---] engagements

"@longoption Can add $FICO too"
X Link 2025-08-06T17:53Z [---] followers, [---] engagements

"@longoption Sentiment on search will change Waymo can be a giant YouTube is a giant (far better company than Netflix and look where thats trading at) and its already the most profitable company in the world trading at a very low multiple. I think we can see 25% gains pretty quick"
X Link 2025-08-06T18:15Z [---] followers, [--] engagements

"@_Lior_Asher Whys it going up Wasnt there bearish news for it with the tariffs"
X Link 2025-08-06T22:52Z [---] followers, [--] engagements

"@TomKazansky59 Use Schwab :)"
X Link 2025-08-07T03:33Z [---] followers, [---] engagements

"@zarieinvests Whats your thesis for why AMD will dip that low"
X Link 2025-08-07T17:52Z [---] followers, [---] engagements

"If $FTNT drops another 5-10% it would not be a bad time to add this phenomenal company. Overreaction to idek what and the long term prospects of this company are solid. I will be watching"
X Link 2025-08-08T03:39Z [---] followers, [---] engagements

"@luke_broyles @grok is any or all of this true"
X Link 2025-08-08T19:13Z [---] followers, [----] engagements

"@grok @luke_broyles Did they invest when it was higher than $100k per btc"
X Link 2025-08-08T19:47Z [---] followers, [----] engagements

"@TheBrilliantBu1 Thanks Yeah a large portion of my salary as well. A lot of it is from setups I put in place back in April. But Ive had a killer [--] weeks as well thankfully I will probably start derisking at the beginning of [----] or even sooner"
X Link 2025-08-13T01:27Z [---] followers, [--] engagements

"@TheBrilliantBu1 Thank you I hope to get more active on here and post more about my setups etc. Just sometimes very hard between work etc. But I love this community and want to contribute so itll happen"
X Link 2025-08-13T01:43Z [---] followers, [--] engagements

"I tend to look at macro tailwinds and then do some fundamental analysis into some interesting players within those tailwinds. For instance I know that AI is gonna need a lot of energy beyond what were currently producing and in more efficient ways so I started looking into nuclear and found a company I really liked in $UEC. So I did some more research and invested. If only I invested more haha. Its been popping off. Another was just a rotation out of $QQQ into $ITB because I knew the companies in $ITB would benefit greatly from rate cuts which I expected you can definitely play indices and do"
X Link 2025-08-13T01:56Z [---] followers, [--] engagements

"With all the fun $UNH news Reminder $CNC is still at 6x PE"
X Link 2025-08-14T23:58Z [---] followers, [---] engagements

"@DividendDude_X @amitisinvesting The fact that your brand rests on [--] of the best/biggest companies out there that are trading at a discount it pretty fortunate lol. If I had an audience mine wouldve been $GOOGL $AMD $UNH $SOXL in April lol"
X Link 2025-08-15T01:23Z [---] followers, [---] engagements

"$FTNT is a buy here imo. Strong financials profitability and resilience in cybersecurity; long-term outlook remains positive but short-term volatility likely. Dropped sharply after earnings despite beating expectations due to slightly weak forward guidance and premium valuation concerns. Valuation: Trading at a P/E of [--] and P/S of [---] so not necessarily cheap but I think the company has a lot of tailwinds and strong financials to back it up. Someones gotta protect AI from AI"
X Link 2025-08-15T16:20Z [---] followers, [---] engagements

"Did some digging on $AMAT Personally believe theyre being too conservative. Claiming Q4 China lower but theyre not accounting for the backlog on the numbers. I think theyre underestimating the upside on purpose"
X Link 2025-08-15T17:44Z [---] followers, [--] engagements

"Bullish $FICO 15-20% CAGR Buys back shares Cuts will increase volume organically FHFA cant do much because banks and credit bureaus are still going to pull"
X Link 2025-08-15T19:50Z [---] followers, [---] engagements

"@TomKazansky59 He runs a hedge fund. Somehow. No clue. Must have crazy connections"
X Link 2025-08-15T21:48Z [---] followers, [--] engagements

"@squabard @fundstrat Load up on $ETHA"
X Link 2025-08-15T23:03Z [---] followers, [---] engagements

"@longoption $FICO is almost a clear buy. Could argue $FTNT is too"
X Link 2025-08-17T03:03Z [---] followers, [---] engagements

"@longoption Bought $ITB weeks ago for this very scenario/reason. Will outperform $QQQ"
X Link 2025-08-18T22:18Z [---] followers, [--] engagements

"@AJ_Invests_Co Depends on your time horizon but I like $FTNT $CRM $UNH"
X Link 2025-08-18T22:40Z [---] followers, [---] engagements

"@longoption Happens to be there are many reasons why a CEO would sell that arent necessarily bearish I dont know the context here and Ive elected not to invest in $HIMS for a reason but this does seem somewhat bearish"
X Link 2025-08-18T22:48Z [---] followers, [---] engagements

"@longoption May I offer a retort Haha"
X Link 2025-08-19T17:46Z [---] followers, [--] engagements

"I would say this is food for thought as someone who personally has $FICO. [--]. Regarding valuation: It kind of has always traded at a high valuation -- looking at single year FCFY is somewhat misleading given their capex cycles and heavy buybacks. On normalized CF the stock has sustained much more expensive multiples before. Even if you argue Vantage is taking market share I think it will be a long while before the multiple makes it expensive given how much of the market they have (pretty much still a monopoly). The business market is not as efficient as you think it is -- and 10T is still by"
X Link 2025-08-19T21:17Z [---] followers, [---] engagements

"@TomKazansky59 Go to sleep brother. The noodle needs it"
X Link 2025-08-20T05:15Z [---] followers, [--] engagements

"@Ashton_1nvests $FICO"
X Link 2025-08-22T15:07Z [---] followers, [---] engagements

"@amitisinvesting Why $BMNR over something like $ETHA Just curious"
X Link 2025-08-26T21:42Z [---] followers, [---] engagements

"$NVDA will be just fine and there is still a leg for this AI trade. Not worried about the slight data center miss AI capex is booming and their fundamentals are strong as hell. Not to mention theyll go up organically with beta. Excited for Q3 when they include China sales well be off to the races"
X Link 2025-08-28T04:14Z [---] followers, [--] engagements

"@DividendDude_X $IBIT and $ETHA"
X Link 2025-08-28T21:58Z [---] followers, [---] engagements

"$GOOGL still has a lot of room to run. My thesis wasnt even primarily centered around the DOJ ruling. Theyve still got a long ways to go until its priced appropriately given their leadership in AI + relevant businesses. Who has more data than $GOOGL What does AI need to be effective Simple. Dont get me started on YouTube Waymo etc"
X Link 2025-09-03T03:37Z [---] followers, [--] engagements

"@DeepIceValue Yeah I dont fault anyone for derisking or rotating to value etc. I just personally think theres enough juice to where its worth staying in the game a bit. My risk tolerance is definitely euphorically high after April tho lol"
X Link 2025-09-03T04:32Z [---] followers, [--] engagements

"$ASML holy cow"
X Link 2025-09-18T13:09Z [---] followers, [--] engagements

"My year or so long play now $ITB and $NAIL. Will also look idiosyncratically at energy names and continue to add to $UEC on pullbacks as well as $OKLO. This is the way. This is how we break out of the 9-5 shackles"
X Link 2025-09-22T13:37Z [---] followers, [---] engagements

"@TomKazansky59 Im starting to prepare for the next leg. $ITB $BLDR etc. theyre not moving up now but they will"
X Link 2025-09-22T14:51Z [---] followers, [---] engagements

"@TomKazansky59 Add to $IBIT and $ETHA here"
X Link 2025-09-25T16:50Z [---] followers, [--] engagements

"I started buying this guy in the &600s Never looked back. Added a few times. My biggest problem is my portfolio isnt concentrated enough. I studied a lot of modern portfolio theory so I was pretty diversified idiosyncratically. But I will start to become more concentrated as all of my highest convictions have been major winners"
X Link 2025-09-28T04:50Z [---] followers, [--] engagements

"To be expected. Still has room to go. $FICO Get involved squad"
X Link 2025-10-03T00:44Z [---] followers, [--] engagements

"@Ashton_1nvests $AMD $UNH $GOOGL"
X Link 2025-10-10T14:32Z [---] followers, [---] engagements

"@aristotlegrowth We got time till we hit that bear market and hopefully those people who are that entrenched are also smart enough to take some profits and/or diversify. But crypto has proven resilient as long as they can hold strong theyll be ok long-term"
X Link 2025-10-12T03:04Z [---] followers, [---] engagements

"@TheBrilliantBu1 Nice Id add $UEC for energy. Long term play - high reward potential. Modern portfolio theory would be upset about the number of stocks in here :)"
X Link 2025-10-12T03:41Z [---] followers, [---] engagements

"@PaperBozz Maybe not on an individual stock depending on the health of rest of account. But absolutely can use 10-20% margin on a sector or ETF. Unless you think well be at war with China of course"
X Link 2025-10-12T05:48Z [---] followers, [--] engagements

"@longoption $ULTA $BBW"
X Link 2025-07-23T14:21Z [---] followers, [---] engagements

"@alc2022 Can it happen to $AMD again"
X Link 2025-07-28T13:44Z [---] followers, [----] engagements

"I only hold $IBIT and $ETHA in my portfolio so I have something to check on when the market isnt open 😬"
X Link 2025-08-24T00:56Z [---] followers, [--] engagements

"@VivatLiquiditas $ETHU and $BITX :)"
X Link 2025-10-13T19:04Z [---] followers, [---] engagements

"@MrMikeInvesting Sooooo do I buy more $ETHU :)"
X Link 2025-10-19T02:37Z [---] followers, [---] engagements

"One of the worst parts of investing in things like $IBIT and $ETHA instead of the actual $BTC and $ETH respectively is that you cant trade it when the market is closed and you could literally miss out on the best buying and selling opportunities. The house always wins"
X Link 2025-10-20T13:30Z [---] followers, [--] engagements

"$LRCX through the roof Were saved Looking forward to seeing $SOXL tomorrow :)"
X Link 2025-10-22T20:11Z [---] followers, [---] engagements

"Real question: are mutual fund companies dead I hypothesize most of their money is boomers retirement accounts who are too lazy to switch. No one in the next generation is going to pay an active mutual fund manager. Not to mention their performance is generally horrific"
X Link 2025-10-23T16:34Z [---] followers, [--] engagements

"$FIX holy sh*tttttttttt. Doubled their EPS from same quarter last year. My god this company just executes. Cant lie I sold it a few days ago but I held it for a long time doubled my money on it. Phenomenal company"
X Link 2025-10-23T20:34Z [---] followers, [---] engagements

"@Micro2Macr0 Youre gonna sell your bitcoin Not hold long"
X Link 2025-10-24T12:38Z [---] followers, [---] engagements

"@VivatLiquiditas Bitcoin flat"
X Link 2025-10-24T13:44Z [---] followers, [--] engagements

"@VivatLiquiditas What do you say to those that say quantum computing is a threat to $BTC"
X Link 2025-10-27T00:10Z [---] followers, [--] engagements

"Hey everyone I've been working on a project with a brilliant engineer friend of mine - Fortuna (link below). We are in the early stages so all I ask is for some of you to try it out play around with it and provide feedback. You can DM me comment here or use the feedback button at the bottom of the webpage to provide whatever feedback you might have. Good bad or ugly - we want to hear it all. I want to build this with all of the amazing people on here as I respect this community so much. Thanks so much we really appreciate it https://fortuna-ai.netlify.app/ https://fortuna-ai.netlify.app/"
X Link 2025-10-28T02:05Z [---] followers, [---] engagements

"@Micro2Macr0 Id be going balls to the wall on $ETHU right now but Ive run out of trades for this month 😭😭😭 (my firm limits)"
X Link 2025-10-28T13:33Z [---] followers, [--] engagements

"Not a bad explanation by fortuna on what's going on with crypto. Been frustrating to say the least but I do think we see a $BTC $ETH rally through the end of this year. As iceman once said. follow the liquidity cycle"
X Link 2025-10-29T01:44Z [---] followers, [--] engagements

"$FI Fiserv takes a beating. Anyone ridiculing those who invested clearly havent been investing for a long time. This happens. The question now is whether its a buy opportunity. I think it might be (but the board and management gotta get their act together)"
X Link 2025-10-29T16:11Z [---] followers, [---] engagements

"@VivatLiquiditas @Micro2Macr0 Can you explain to me like Im a child why $BTC and $ETH are lagging Im so tired of the choppiness. Does it typically lag equities like this Sincerely A man tryna make a buck"
X Link 2025-10-29T16:20Z [---] followers, [--] engagements

"Dear @VivatLiquiditas and @Micro2Macr0 Can you please explain to me like Im a child lost as Disney world looking for his parents why $BTC and $ETH continue to chop/dump while equities rally Does it always lag And if so is it not just mindless to swipe daddys credit card on the bitcoin machine to buy like a madman Sincerely A man tryna make a buck"
X Link 2025-10-29T16:24Z [---] followers, [---] engagements

"@AP_Abacus @grok has Larry Fink ever said or implied such a thing"
X Link 2025-10-30T04:22Z [---] followers, [---] engagements

"This would be the personification of $BTC. Just feels like its trying to make us chase and rationalize everything it does"
X Link 2025-10-30T16:57Z [---] followers, [--] engagements

"Market close and I will depressed. Tough day and for the first time Im getting worried about my $BTC and $ETH exposure"
X Link 2025-10-30T19:43Z [---] followers, [--] engagements

"@GuyTalksFinance When do you think it will turn bullish for $BTC Seems like all the possible good news is already out there"
X Link 2025-10-31T16:34Z [---] followers, [--] engagements

"Asked Fortuna to recommend me a portfolio based on AI disruptors. Not a bad list. You can customize settings such as risk tolerance that might alter the results you get. Give it a try: https://fortuna-ai.netlify.app/ https://fortuna-ai.netlify.app/"
X Link 2025-10-31T20:45Z [---] followers, [--] engagements

"This is good and super helpful to quickly understand the companies/sectors which had strong Q3's. Lot to be done still but this is very useful. It even rationalized $META 's underperformance. Great :). Onwards"
X Link 2025-10-31T20:52Z [---] followers, [--] engagements

"I appreciate the nuanced argument you gave back and definitely valid/I see what you're saying. My rebuttal: 1) Yes some valuations are very high but many are reasonable and companies keep beating and raising. Corporate earnings are strong. 2) True but I also think accounting is actually more transparent now than it was then so at least we know whats actually going on and can assign better prices to stock. 3) not yet catastrophic the debt is serviceable for now and there are strong cashflows. 4) sure but not yet market-wide 5) Yes margin compression is definitely likely but again won't be"
X Link 2025-10-31T21:04Z [---] followers, [--] engagements

"Fed is literally pumping money and $BTC doesnt move. You cant make this up"
X Link 2025-11-01T23:28Z [---] followers, [--] engagements

"Anything to this Question was along the lines of: why didnt the injection of capital from the fed rally $btc @VivatLiquiditas"
X Link 2025-11-01T23:34Z [---] followers, [---] engagements

"@contrarcap Wont even switch my brokerage to them. Dont trust my war chest with them. I use them to check stock prices though because the charting is solid. $IBRK is where Im going next"
X Link 2025-11-02T23:51Z [---] followers, [----] engagements

"Schwab. Super bad UI/UX. Lightning fill time insane customer service super healthy margin ratio and responsible lending. $HOOD randomly shuts down it stops trading in [--] or whenever that was and also has data quality issues. Hard pass for me. Fun company to invest in due to their innovation not a place to store war chests imo"
X Link 2025-11-03T00:40Z [---] followers, [----] engagements

"Wow. $ETH and $BTC on a crazy nosedive. Pray for the world"
X Link 2025-11-03T15:31Z [---] followers, [---] engagements

"@Bitcoin_Baddie_ @TheBTCTherapist So when will bitcoin stop falling and start pumping if thats the case"
X Link 2025-11-03T23:07Z [---] followers, [--] engagements

"@AJ_Invests_Co @DeepIceValue Nope - time to buy $UNH"
X Link 2025-11-04T04:16Z [---] followers, [---] engagements

"Oh market pleaaaase dont let $UNH drop below $320. I just wouldnt know what to do with myself. Nooooo. I would hateeee to have to buy more shares what ever will I do"
X Link 2025-11-04T04:39Z [---] followers, [---] engagements

"Did Michael Burry really spark a tech sell off Come on people"
X Link 2025-11-04T13:10Z [---] followers, [--] engagements

"Me waiting for that crypto bull run at EOY everyone talking about"
X Link 2025-11-04T13:43Z [---] followers, [--] engagements

"If mamdani wins and the market drops Im going to add $TNA and sell it on the rebound"
X Link 2025-11-04T15:00Z [---] followers, [--] engagements

"@MilosNikolic458 @Ze1ooooo This is why I dont use Robinhood lol"
X Link 2025-11-04T15:43Z [---] followers, [--] engagements

"Bought $TNA. Have a stop loss at [-----]. Lets see how this goes. Risk 5k to make 15-20. - A man in pain"
X Link 2025-11-04T20:38Z [---] followers, [--] engagements

"@jrouldz I did a $TNA swing trade. Lets see - have a stop loss at 42.49"
X Link 2025-11-04T20:47Z [---] followers, [---] engagements

"As the great investor Taylor Swift once said: You were dancing through the lightning strikes Yes 🥲"
X Link 2025-11-04T21:44Z [---] followers, [--] engagements

"@ContrarianCurse CFA is absolutely useless. Im sorry you wasted your time on it. Maybe some firms will care a little But not really"
X Link 2025-11-05T18:19Z [---] followers, [--] engagements

"@VirtualBacon0x Bruh how long can we do this for haha"
X Link 2025-11-07T14:51Z [---] followers, [---] engagements

"@rajatsonifnance I mainly just feel bad that you wasted your time on the CFA"
X Link 2025-11-09T18:20Z [---] followers, [---] engagements

"A name I dont see a ton of on here but Im a huge fan of is $UEC. Been buying this sucker since $6. Phenomenal company and likely at the head of uranium as an energy source for the US energy/AI race. Will keep adding"
X Link 2025-11-10T05:12Z [---] followers, [---] engagements

"@amitisinvesting $ethu"
X Link 2025-11-10T20:00Z [---] followers, [---] engagements

"Monster quarter from $RKLB. Congrats shareholders. Great execution by management"
X Link 2025-11-11T14:36Z [---] followers, [---] engagements

"@jrouldz $CORZ can also be interesting. I was an early investor in them $3-4 cost basis but I sold out on the $CRWV merger news as that was a cornerstone of my thesis. Wondering if it keeps falling if it's worth getting back in"
X Link 2025-11-11T17:27Z [---] followers, [---] engagements

"Two thoughts on semis for now: I would like to trim/sell my $NVDA holdings (avg cost 85) before earnings. Expectations are too high. Risking 10-15% just to squeeze out 3-5%. Dont get me wrong I think the company is the backbone and will grow over time tremendously. But Im ok trimming here (hopefully it hits $200 soon and Ill port out) and re-entering on a correction/dip. I truly think $AMD will hit a $1T market cap in the next 3-5 years. Ive held this company for a while now also. Not sure when Ill trim but likely early [----] and will buy back a boat on a correction/dip"
X Link 2025-11-12T14:39Z [---] followers, [--] engagements

"@TheLongInvest Unfortunately I have full conviction when I am wrong too :). Risk management is important"
X Link 2025-11-12T22:43Z [---] followers, [---] engagements

"@pepemoonboy What are Hondas and Toyotas Asking for a friend"
X Link 2025-11-12T23:02Z [---] followers, 21.5K engagements

"@accrued_int @pepemoonboy Im alright"
X Link 2025-11-13T00:30Z [---] followers, [---] engagements

"@FrozenChill @pepemoonboy The Supra is rather nice. But Im talking more about Camry and rav [--] lol"
X Link 2025-11-13T02:00Z [---] followers, [---] engagements

"@scaasibelak @FrozenChill @pepemoonboy Prelude does look super cool"
X Link 2025-11-13T13:32Z [---] followers, [---] engagements

"@CatuliEamus @FrozenChill @pepemoonboy Bahahaha idk to me that looks like trying too hard. Just embrace you have a Lexus. I think its worse if you play it down and people realize"
X Link 2025-11-13T13:33Z [---] followers, [--] engagements

"This is literally I got left to hope the market sends some rain (the good kind) our way"
X Link 2025-11-13T17:07Z [---] followers, [--] engagements

"Infrastructure/Engineering names are where were going to rotate to when we get cuts. Its a [----] play. I asked fortuna to create a portfolio for me - really good. Better yet it will likely crush the one ChatGPT gave me with the exact same prompt. I will paper trade both. $J $TTEK $CAT"
X Link 2025-11-14T19:47Z [---] followers, [--] engagements

"@legen_eth How did you build up the other ones What did you start with how long did it take etc"
X Link 2025-11-17T01:24Z [---] followers, [---] engagements

"@legen_eth Thanks for answering What kinda online businesses Anything replicable My 9-5 aint cutting it for me anymore lol"
X Link 2025-11-17T01:38Z [---] followers, [---] engagements

"@jrouldz Just might get your wish lol. What we thinking for the week around equities and crypto More pain"
X Link 2025-11-17T13:57Z [---] followers, [--] engagements

"@mikealfred Interesting. To me it really seems like then bulls cant keep it above 93k and that its just a matter of time before it collapses down to 83k. Im heavily invested in $BITX so I hope its not true but the price action seems super suss to me. What do you think"
X Link 2025-11-19T14:44Z [---] followers, [---] engagements

"@FourLeafTrader1 Im thinking I cut my losses on BITX and ETHU and buy back closer to fed cuts"
X Link 2025-11-19T17:57Z [---] followers, [--] engagements

"Phenomenal. Thank you Mr. Jensen and the $NVDA team. I will send you all a bouquet. Sincerely BnL"
X Link 2025-11-20T01:46Z [---] followers, [--] engagements

"@TedPillows Not true. It increases likelihood of a rate cut. Wage growth went down which is easing pressure on inflation"
X Link 2025-11-20T14:10Z [---] followers, [---] engagements

"@EricTrump @ABTC Bro. Fix this. You pumped this sht nonstop for months"
X Link 2025-11-20T17:55Z [---] followers, [---] engagements

"My hot take: Tom Lee will have charges pressed against him at some point in the future and he will potentially see jail time. @fundstrat"
X Link 2025-11-21T13:31Z [---] followers, [--] engagements

"@TomLeeUpdates Tom Lee should be in jail. If you listen to this guy you should probably just put the fries in the bag asap"
X Link 2025-11-21T13:38Z [---] followers, [--] engagements

"@amitisinvesting @DeItaone Ill be honest I think your buddy Tom Lee is a scam artist and will end up in jail. He duped you in real time sucks man"
X Link 2025-11-21T13:40Z [---] followers, [--] engagements

"@TheLongInvest Where do we go from here What can we look forward to for EOY $BTC and $ETH"
X Link 2025-11-24T18:46Z [---] followers, [----] engagements

"Keep your eyes on these stocks/sectors as we go into QE and fed cuts. I love the $BLDR $NEE $NEG plays and Fortuna correctly pointed out to be wary of financials. Give it a test in my pinned comment for absolutely free Would love to get your feedback"
X Link 2025-11-24T20:53Z [---] followers, [---] engagements

"I will scream this from the mountaintops. $ADBE is now extremely undervalued. Completely faded because figma will ruin them. Nonsense theyre a leader in the space and they have very sticky contracts/ecosystem. The market sometimes gives you layups. Take this one"
X Link 2025-11-25T00:30Z [---] followers, [---] engagements

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