@LongGameEquity Avatar @LongGameEquity LongGameEquity

LongGameEquity posts on X about meta, $meta, $amzn, ai 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 49.77% technology brands 34.42% finance 32.09% cryptocurrencies 26.98% automotive brands 3.72% countries 3.26% exchanges 1.86% social networks 0.47% celebrities 0.47% musicians 0.47%

Social topic influence meta #4321, $meta #61, $amzn #198, ai 12.09%, $amd #54, $zeta #47, $adbe #37, $elf #17, $btc #1487, stocks #4991

Top accounts mentioned or mentioned by @grok @carsontalkmoney @qualcompounders @zerohedge @thefinpitch @stockscout101 @cariloncapital @unknownbio @halloranholding @alextheinvstor @wealthmatica @dontbeexitliq @adammeinhardt @yxinsights @alexbukich12 @miko_invest @adam__meinhardt @trendtradar @deitaone @defitracer

Top assets mentioned Metadium (META) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) ZetaChain (ZETA) Adobe, Inc. (ADBE) aelf (ELF) Bitcoin (BTC) RAI Finance (SOFI) NVIDIA Corp. (NVDA) Salesforce Inc (CRM) Alphabet Inc Class A (GOOGL) fuboTV Inc. (FUBO) Microsoft Corp. (MSFT) Iris Energy Limited (IREN) SPDR S&P [---] ETF Trust (SPY) Now Coin (NOW) Ethereum (ETH) Palantir Technologies Inc. (PLTR) Tesla, Inc. (TSLA) Hims & Hers Health, Inc. (HIMS) Constellation Energy Corp (CEG) Shopify Inc (SHOP) Snap, Inc. (SNAP) Nebius Group N.V. Class A Ordinary Shares (NBIS) PancakeSwap (CAKE) Robinhood Markets, Inc. (HOOD) PayPal Holdings Inc (PYPL) Apple, Inc. (AAPL) Chipotle Mexican Grill, Inc. (CMG) Novo-Nordisk (NVO) AppLovin Corporation (APP)

Top Social Posts

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

"Anyone else sold crypto before the drop 🚀 Im planning to reallocate to higher-conviction plays if the stock market dips Tuesday. Looking at Adobe Zeta ELF and Amazon for potential adds. And for the record: I will never sell my Bitcoin. 💎🙌"
X Link 2026-01-19T18:16Z [---] followers, [---] engagements

"Potential buys watch list. Do you own any of these $COPX (Global X Copper Miners ETF): Tracks a basket of global companies involved in copper mining. It's often used as a macro play on industrial growth and the "green energy" transition. $XMTR (Xometry Inc): An AI-powered marketplace for on-demand manufacturing. They connect engineers and buyers with a global network of manufacturing facilities. $GLW (Corning Inc): A giant in materials science. They produce specialized glass ceramics and optical fiber for smartphones (Gorilla Glass) displays and telecom infrastructure. $CEG (Constellation"
X Link 2026-01-30T13:58Z [---] followers, [---] engagements

"As an $AMZN shareholder Id be very disappointed if Amazon put $50B into $OPENAI. There are far better places to deploy capital than LLMs that will inevitably become commoditized"
X Link 2026-01-30T15:14Z [---] followers, [--] engagements

"Stocks Im watching next week. $PYPL $ELF $GOOG $AMZN $SNAP $FUBO $AMD"
X Link 2026-01-31T00:50Z [---] followers, [----] engagements

"@TrendTradar What % of your portfolio is in $SNAP"
X Link 2026-01-31T16:28Z [---] followers, [---] engagements

"$ELF is the go-to cheap makeup brand with genius marketing and management. Amazing company. I need to start a position at some point. Very recession-proof. Why $ELF is a GREAT opportunity for [----] & beyond 🧵 $ELF is widely misunderstood because Wall Street doesnt spend enough time understanding cosmetics as a business model Thats a mistake (1/10) https://t.co/bCikRDNhTq Why $ELF is a GREAT opportunity for [----] & beyond 🧵 $ELF is widely misunderstood because Wall Street doesnt spend enough time understanding cosmetics as a business model Thats a mistake (1/10) https://t.co/bCikRDNhTq"
X Link 2026-02-01T01:24Z [---] followers, [----] engagements

"Two main reasons $MSFT sold off: About 45% of Microsofts cloud backlog is tied to $OPENAI a big customer concentration risk if OpenAI stumbles. The Street was expecting 40%+ Azure growth and Microsoft came in below that bar. Huge expectations + real AI dependency risk = tough reaction. Are you buying the DIP https://twitter.com/i/web/status/2018084485892550658 https://twitter.com/i/web/status/2018084485892550658"
X Link 2026-02-01T22:10Z [---] followers, [---] engagements

"Which stocks are you the most bullish on this week $SPY $QQQ $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX $LUMN $MPLX $JCI $DOX $FN $AMCR $TEAM $AFRM https://twitter.com/i/web/status/2018130456265515203 https://twitter.com/i/web/status/2018130456265515203"
X Link 2026-02-02T01:12Z [---] followers, [---] engagements

"📊 $FUBO Q4 [----] Earnings Estimates (analyst consensus ahead of release) 🔹 Earnings Per Share (EPS): Analysts project $0.04 EPS for Q4 [----]. 🔹 Revenue: Wall Street expects around $1.45 B in revenue for Q4 [----]. 📅 Earnings Release Date: Scheduled for Feb [--] [----] (before market open). 📈 Analyst Sentiment: Consensus remains Moderate Buy / Buy from several analysts with price targets mostly above current levels. Who is bullish for tomorrows earnings 📈🐂 https://twitter.com/i/web/status/2018427645994881162 https://twitter.com/i/web/status/2018427645994881162"
X Link 2026-02-02T20:53Z [---] followers, [---] engagements

"The $NVDA x $OpenAI honeymoon might be officially hitting the rocks. 📉🤖 Jensen Huang is reportedly rethinking that massive $100B investment and the reason is simple: OpenAI is moving on. The shift is massive: 🚀 The $AMD Pivot OpenAI isn't just testing the waterstheyve committed to a 6-gigawatt buildout using AMD MI450 chips. This is a direct play to break the Nvidia monopoly and secure their own compute future. 💸 The Circular Cash Problem Nvidias $100B was always a bit of a "circular" dealinvesting cash so OpenAI could buy more Nvidia chips. But with OpenAI now placing massive orders with"
X Link 2026-02-03T01:28Z [---] followers, [---] engagements

"@Gubloinvestor @grok why is $IOT"
X Link 2026-02-03T03:16Z [---] followers, [---] engagements

"$FUBO Earnings Pros vs Cons The Good: Revenue: $1.55B (+249% YoY) GAAP EPS: - $0.02 (improved 82% YoY) Achieved positive Pro Forma Adjusted EBITDA New strategic reseller + marketing deal with ESPN The Bad: Subscriber declines in North America and ROW Reverse stock split announced Heavy litigation and transaction expenses Profitability still fragile despite growth Big revenue growth and ESPN partnership are encouraging but shrinking subs and financial engineering keep this a high-risk story. Execution in [----] will decide everything. https://twitter.com/i/web/status/2018678129779196406"
X Link 2026-02-03T13:29Z [---] followers, [----] engagements

"🚨 BREAKING: SpaceX has officially acquired $XAI. Elon is bringing AI in-house expect serious integration across Starlink SpaceX operations and autonomous systems. The tech stack just got even more powerful. $TSLA"
X Link 2026-02-03T14:10Z [---] followers, [---] engagements

"Midday software update: 🔴 $WDAY [------] -7.4% 🔴 $NOW [------] -7.0% 🔴 $ADBE [------] -6.4% 🔴 $CRM [------] -6.0% 🔴 $ZETA [-----] -4.8% 🔴 $PATH [-----] -4.3% The market is pricing in a "no moat" scenario for legacy software but the structural shift is often misunderstood. AI without proprietary data is just a tool - these giants own the "system of record." Integrating AI is more likely a growth engine than a funeral. The "per-seat" model is evolving not dying. If you own the data you own the outcome. 🏛🏗 https://twitter.com/i/web/status/2018726498086363622"
X Link 2026-02-03T16:41Z [---] followers, [---] engagements

"Chipotle double beat but missed on same store sales $CMG 📉"
X Link 2026-02-03T21:13Z [---] followers, [---] engagements

"@brewmarkets @grok is the 10% drop warranted"
X Link 2026-02-04T17:12Z [---] followers, [----] engagements

"Stocks im watching for dip buys after earnings this week. $ELF below [--] $AMZN [---] or below"
X Link 2026-02-04T19:36Z [---] followers, [---] engagements

"e.l.f. Beauty $ELF Q4 [----] Earnings Breakdown 🏛💄 ✅ Net Sales $489.5M vs. $455.8M est. (38% YoY Growth) 🚀 ✅ Adj. EPS $3.05 - $3.10 (Full Year Guide) vs. $2.85 previous 🚀 ✅ Gross Margin 71% (Only down [--] bps despite heavy tariff costs) 🛡 ✅ Market Share +130 bps gain (28th consecutive quarter of growth) 📈 Monster quarter 💪 https://twitter.com/i/web/status/2019156295069097993 https://twitter.com/i/web/status/2019156295069097993"
X Link 2026-02-04T21:09Z [---] followers, [----] engagements

"Snap Inc. ($SNAP) Q4 [----] Earnings Summary 🏛👻 ✅ Revenue $1.72B vs. $1.70B est. (+10% YoY) 🚀 ✅ Net Income $45M (vs. $9M last year) 📈 ✅ Gross Margin 59% (Up 2% YoY) 🛡 ✅ Free Cash Flow $206M (vs. $182M last year) 💰"
X Link 2026-02-04T21:14Z [---] followers, [---] engagements

"💥 PULLED THE TRIGGER ON $ELF 📈 38% revenue growth 🤑 71% gross margins 🏆 Taking massive market share every quarter WTF HAPPENED TO $ELF 😂. WAS A BLOWOUT QUARTER https://t.co/wOu093OuhL WTF HAPPENED TO $ELF 😂. WAS A BLOWOUT QUARTER https://t.co/wOu093OuhL"
X Link 2026-02-04T22:27Z [---] followers, [----] engagements

"@zerohedge Utility stock gonna go crazy"
X Link 2026-02-04T22:40Z [---] followers, [----] engagements

"Why is $APP down 16% today 📉📉 AppLovin is in free-fall as the "SaaSpocalypse" hits the software sector. 🏛❄ 🔹 The Anthropic Spark New Claude automation tools for sales and marketing are rattling investors who fear foundational AI will cannibalize specialized platforms like $APP. 🤖⚡ 🔹 CloudX Launch A new rival from the founders of MoPub/MAX went live today using AI agents to "rewire" the ad stack and challenge AppLovins software moat. 🔹 Googles Genie Fears of Googles AI game-creator tool continue to weigh on the sector threatening the future value of the mobile gaming ecosystem. 🕹💨 🔹"
X Link 2026-02-05T01:13Z [---] followers, [---] engagements

"$ELF is an amazing company Rapid growth in a slow industry 70% gross margins Social-media-driven brand Stealing market share Affordable high-quality products Q3 marked our 28th consecutive quarter of net sales growth. $ELF is [--] of just [--] public consumer companies (out of 546) with [--] straight quarters and 20%+ avg growth 38% YoY Net Sales growth & 79% YoY Adj. EBITDA growth FY 26' outlook was raised as well What. A. Company. https://t.co/SBp3fbyWPv Q3 marked our 28th consecutive quarter of net sales growth. $ELF is [--] of just [--] public consumer companies (out of 546) with [--] straight quarters"
X Link 2026-02-05T03:46Z [---] followers, [----] engagements

"$IREN Q4 [----] Earnings Preview 🚀 ✅ Revenue: $187.3M ✅ Net Income: $177M ✅ EPS: $0.37 ✅ Bitcoin Mining Revenue: $180M ✅ AI Cloud Contribution: $7M"
X Link 2026-02-05T14:25Z [---] followers, [---] engagements

"@DeItaone @grok is this true"
X Link 2026-02-05T14:28Z [---] followers, [----] engagements

"$FUBO up 12% today on analyst upgrades even after subscriber declines and lowered guidance. Seaport upgrades to BUY with $3 PT. Wedbush keeps Outperform but trims PT to $3.50. Market is starting to price in post-merger upside"
X Link 2026-02-05T14:39Z [---] followers, [----] engagements

"$EL down 16% today after RAISING guidance. Q2 EPS beat. Sales +6%. [----] outlook lifted to $2.05$2.25. But a $100M tariff headwind + restructuring costs spooked investors. Classic case of good results bad narrative"
X Link 2026-02-05T14:54Z [---] followers, [---] engagements

"$VIX is now [--] above [--] is buy hand over first. ABOVE [--] is generational buying opportunity. $SPY $QQQ $BTC"
X Link 2026-02-05T15:36Z [---] followers, [---] engagements

"@DeFiTracer @grok is this true"
X Link 2026-02-05T18:28Z [---] followers, 14.9K engagements

"📊 $IREN Q4 [----] Earnings ✅ Revenue: $187.3 M vs. $184 M est. (+229% YoY) 🚀 ✅ Bitcoin Mining Revenue: $180 M 🔥 ✅ AI Cloud Revenue: $7 M ⚡ ✅ Net Income: $177 M 📈 ✅ EPS: $0.21 vs. $0.18 est. ⚖"
X Link 2026-02-05T21:14Z [---] followers, [----] engagements

"IS THE WORLD ENDING $ZETA $AMZN $SOFI $HIMS $ELF $AMD $TSLA $PYPL"
X Link 2026-02-05T22:03Z [---] followers, [---] engagements

"Crazy cheap $FUBO $FUBO 458M cash Market cap 565M at close You are paying for cash on balance sheet https://t.co/KgvYVkXrrl $FUBO 458M cash Market cap 565M at close You are paying for cash on balance sheet https://t.co/KgvYVkXrrl"
X Link 2026-02-05T22:33Z [---] followers, [---] engagements

"Beautiful uptick in revenue and free cashflow for $ELF. This is my favorite Mid Cap stock for 2026"
X Link 2026-02-06T14:02Z [---] followers, [---] engagements

"@AFpost @grok is this real"
X Link 2026-02-06T14:20Z [---] followers, 20.4K engagements

"@saylor @AtlasHodld @grok has bitcoin bottomed"
X Link 2026-02-06T15:53Z [---] followers, 14.4K engagements

"If you value JUST Amazons power engines: AWS: $800B $1.4T Amazon Ads: $300B $550B Trainium/AI chips: $100B $400B Total = $1.2T $2.3T Thats basically todays entire market cap. Which means youre getting the main ecommerce business almost for FREE. $AMZN is a bundle of monsters disguised as one stock. https://twitter.com/i/web/status/2019805022872043828 https://twitter.com/i/web/status/2019805022872043828"
X Link 2026-02-06T16:06Z [---] followers, [---] engagements

"@WHPostNews @grok is this a recent trump post"
X Link 2026-02-06T17:07Z [---] followers, 57.5K engagements

"@1000xStocks @grok is AWS the best cloud provider"
X Link 2026-02-06T18:23Z [---] followers, [---] engagements

"@vladtenev VLAD is hooking us up. Best brokerage out there 😎"
X Link 2026-02-06T19:06Z [---] followers, [--] engagements

"AS IF CONSUMER DEBT WASNT HIGH ENOUGH 😂😂 $SOFI $OKLO $IREN Americans may soon be able to use Klarnas buy now pay later option to pay rent. https://t.co/nqnCP7I6z6 Americans may soon be able to use Klarnas buy now pay later option to pay rent. https://t.co/nqnCP7I6z6"
X Link 2026-02-06T20:31Z [---] followers, [---] engagements

"I think the $FUBO forgot it was supposed to PUMP today 😂😂🚀🚀"
X Link 2026-02-06T20:50Z [---] followers, [----] engagements

"IMPORTANT 🚨: JENSEN HUANG SAID $META IS THE COMPANY BENEFITING THE MOST FROM AI. Not $GOOGL. Not $MSFT. Not even $NVDA itself. When the CEO of NVIDIA tells you whos winning the AI race you listen"
X Link 2026-02-06T20:54Z [---] followers, [---] engagements

"France lowkey gonna win the race $NVDA $AMD $IREN $NBIS 😂😂 French President Emmanuel Macron just announced that France is investing $30 million in artificial intelligence as part of his plan to put France & Europe ahead of the United States in the AI race. Part of the money will also go to climate change initiatives. LOL. https://t.co/iXr9OExUEF French President Emmanuel Macron just announced that France is investing $30 million in artificial intelligence as part of his plan to put France & Europe ahead of the United States in the AI race. Part of the money will also go to climate change"
X Link 2026-02-06T21:08Z [---] followers, [---] engagements

"$ADBE reminds me of $GOOG $GOOGL SEARCH IS DEAD vibes. Every week theres a new AI tool thats supposedly gonna kill Adobe 😂 Meanwhile the actual numbers keep stair-stepping up and to the right. Is AI the death of $ADBE or a massive tailwind disguised as fear"
X Link 2026-02-06T21:25Z [---] followers, [---] engagements

"@zerohedge @grok is msft a generational buying opportunity"
X Link 2026-02-06T21:43Z [---] followers, [----] engagements

"$ELF x $DUOL: The "Unhinged" Synergy Masterclass 💄🦉 With the [----] Big Game [--] hours away e.l.f. Beauty is owning the narrative. This partnership proves why $ELF is crushing legacy giants. Why this is a top-tier move: 🔹 The Bad Bunny Effect With halftime rumors swirling $ELFs "Melisa" telenovela ad (feat. Melissa McCarthy) taps the "learn Spanish" memetimed perfectly with Duolingo. ⚡ 🔹 Loyalty Ecosystem The catch To get a free Super Duolingo month you must join the e.l.f. "Beauty Squad." A massive play for first-party data and [----] retention targets. 📊🏛 🔹 Earnings Momentum Fresh off a"
X Link 2026-02-06T21:55Z [---] followers, [---] engagements

"@wealthmatica Would be a genius move by them"
X Link 2026-02-06T21:56Z [---] followers, [---] engagements

"The cheaper the market gets the more concentrated my portfolio becomes 💎. Best opportunities get increasingly obvious 👀. $AMZN $META $ZETA $SOFI $ELF $AMD $ADBE $CEG Do you prefer diversification 🔀 or concentration 🎯"
X Link 2026-02-06T22:58Z [---] followers, [---] engagements

"I cant wait until $FUBO does a reverse split and my shares going from being worth $1.60 to $16 💪"
X Link 2026-02-06T23:38Z [---] followers, [---] engagements

"DOW Double up $DOW $SPY $QQQ $BTC $IREN $ZETA $ELF $ETH ARE YOU BUYING"
X Link 2026-02-07T03:38Z [---] followers, [---] engagements

"Undervalued underfollowed overdelivering $ZETA $ZETA has built a proprietary data cloud of [---] million US identities (more than 90% of the adult US population). Every data point is tied to a real person via a verified email or physical address not temporary cookies. Thats the data $ZETA uses to train its AI to predict https://t.co/O6seT7FCPe $ZETA has built a proprietary data cloud of [---] million US identities (more than 90% of the adult US population). Every data point is tied to a real person via a verified email or physical address not temporary cookies. Thats the data $ZETA uses to train"
X Link 2026-02-07T14:53Z [---] followers, [---] engagements

"@CarsonTalkMoney Why"
X Link 2026-02-07T15:27Z [---] followers, [--] engagements

"🚨 Great companies dont always make great returns 🚨 Look at the last [--] years: $CRM down 15% 😬 $ADBE down 40% ⚡ $AMZN +30% but muted vs expectations 🚀 These are leaders in tech and cloud yet valuation compression killed returns. Growth alone isnt enough multiples matter. The good news Many of these names are now trading attractive valuations. Are you buying any of these 👀 #Stocks #Investing #Tech #Valuation https://twitter.com/i/web/status/2020176105240404366 https://twitter.com/i/web/status/2020176105240404366"
X Link 2026-02-07T16:41Z [---] followers, [---] engagements

"@Danny_Crypton Its just DHS stop spreading fud lmao"
X Link 2026-02-07T17:05Z [---] followers, [---] engagements

"@zerohedge @grok is this bullish or bearish hims lol"
X Link 2026-02-07T19:32Z [---] followers, [----] engagements

"I wouldnt touch $BABA her personally but the rest look good My top [--] highest-conviction picks for [----] 📈 [--] $META [--] $TSM [--] $AMZN [--] $AMD [--] $BABA See the thread below.🧵👇 My top [--] highest-conviction picks for [----] 📈 [--] $META [--] $TSM [--] $AMZN [--] $AMD [--] $BABA See the thread below.🧵👇"
X Link 2026-02-07T22:24Z [---] followers, [---] engagements

"@zerohedge @grok what is WaPo"
X Link 2026-02-07T23:31Z [---] followers, [----] engagements

"Id say this too if i was Anthropic CEO 😂 $AMZN $MSFT $META $TESLA $AMD Hey what do you think will happen to the housing market when tens of millions of upper middle class white collar workers lose their high paying jobs and can no longer afford to pay their mortgages anymore https://t.co/OSU7WLzmOI Hey what do you think will happen to the housing market when tens of millions of upper middle class white collar workers lose their high paying jobs and can no longer afford to pay their mortgages anymore https://t.co/OSU7WLzmOI"
X Link 2026-02-07T23:35Z [---] followers, [---] engagements

"$GOOG $GOOGL came through Did you buy the SEARCH IS DEAD narrative Sundar for the win. 🙌 https://t.co/HjMWa9CFSg Sundar for the win. 🙌 https://t.co/HjMWa9CFSg"
X Link 2026-02-08T01:00Z [---] followers, [---] engagements

"@zerohedge @grok why are we really threatening iraq"
X Link 2026-02-08T03:20Z [---] followers, [--] engagements

"@zerohedge @grok What are the main countries that trade with iran"
X Link 2026-02-08T03:58Z [---] followers, [---] engagements

"@CarsonTalkMoney The eps seems wonkey so I did by free cashflow. Im not buying here but certainly looks cheap by this metric"
X Link 2026-02-08T04:11Z [---] followers, [---] engagements

"@DeFiTracer @grok is this true"
X Link 2026-02-08T04:11Z [---] followers, [----] engagements

"RATE MY [----] PORTFOLIO (1-10) 🏛📊 The strategy is locked in. Be brutal. $AMD $META $SOFI $CAKE $ADBE $BTC $AMZN $ZETA $ELF $CEG $FUBO If you had to sell one of these tomorrow and rotate into a different sector for the rest of the year what is the move Rate the setup 1-10 in the replies. 👇 https://twitter.com/i/web/status/2020508712025071867 https://twitter.com/i/web/status/2020508712025071867"
X Link 2026-02-08T14:43Z [---] followers, [----] engagements

"@MidlClassMoney @Dboybruh Credit card interest keeps spiking"
X Link 2026-02-08T14:53Z [---] followers, [--] engagements

"@trevhesinvests @grok why is it so cheap"
X Link 2026-02-08T15:04Z [---] followers, [---] engagements

"@CarsonTalkMoney Agree i just feel like a drug addict eveytime meta drops below [---] and amd drops below [---] 😂"
X Link 2026-02-08T15:20Z [---] followers, [--] engagements

"@Ron_Trades Appreciate it how would you improve it"
X Link 2026-02-08T15:21Z [---] followers, [--] engagements

"@Cooltiie I am an investor and adobe is one of my most contrarian bets. Its down like 70%"
X Link 2026-02-08T15:28Z [---] followers, [--] engagements

"@DeItaone @grok how does this effect the US"
X Link 2026-02-08T16:44Z [---] followers, [----] engagements

"2026 PRICE TARGETS 🎯 🚀 $META $850 🚀 $AMZN $285 🚀 $ADBE $370 🚀 $AMD $320 🚀 $ZETA $30 🚀 $SOFI $35 🚀 $ELF $120 🚀 $CAKE $80 🚀 $FUBO $3 The strategy is set. Were betting on the Infrastructure Rotation. Which of these hits first Drop your vote below. 👇 #FinTwit #Investing #StockMarket #AI https://twitter.com/i/web/status/2020542928339210552 https://twitter.com/i/web/status/2020542928339210552"
X Link 2026-02-08T16:59Z [---] followers, [---] engagements

"@CarsonTalkMoney @CarilonCapital Crazy that these modest numbers get 24% lol"
X Link 2026-02-08T17:52Z [---] followers, [--] engagements

"@MikePLTR 70% revenue growth is insane where is the peak"
X Link 2026-02-08T19:00Z [---] followers, [---] engagements

"@CarsonTalkMoney @DvdndDiplomats I do own them yes i bought after the earnings dip it should have been up 20%. 38% revenue growth. Both revenue and eps huge heat. Price increases offset the tariffs"
X Link 2026-02-08T21:24Z [---] followers, [--] engagements

"Waiting on the $HIMS ad tonight like 👀 Will it be funny Bold Weird All of the above Either way Im watching. #SuperBowlLX Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America: affordable proactive personalized. When we start hard conversations we expect challenges along the way. But we won't ever https://t.co/xQEjeVSweR Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America: affordable proactive"
X Link 2026-02-08T22:29Z [---] followers, [---] engagements

"@FearedBuck @grok is this true"
X Link 2026-02-08T23:34Z [---] followers, 47.2K engagements

"Futures are GREEN Will this hold into tomorrow $SPY $QQQ $BTC $ETH"
X Link 2026-02-08T23:51Z [---] followers, [---] engagements

"@cleverhandeln Bull market continues 💪"
X Link 2026-02-09T00:36Z [---] followers, [--] engagements

"@NortheastHQ Coke is so much better"
X Link 2026-02-09T01:31Z [---] followers, [--] engagements

"@jin_jung1988 Where is this ny"
X Link 2026-02-09T01:37Z [---] followers, [--] engagements

"@skittlebittler Agreed bad look for HOOD"
X Link 2026-02-09T01:45Z [---] followers, [--] engagements

"@MALLICK_Stocks Amazon is the king of capex"
X Link 2026-02-09T01:57Z [---] followers, [--] engagements

"2026 ASSET ALLOCATION 🏛 Skin in the game: 📈 STOCKS: 70% 🏠 REAL ESTATE: 20% 💵 CASH: 7% ⚡ CRYPTO: 3% The math is simple. 70% provides the equity risk premium required to outpace inflation while 20% in real estate provides the structural floor. The remainder is for liquidity and asymmetric upside. Execution over everything. Whats your current split 👇 $SPY $QQQ $BTC $SOFI $MSTR #FinTwit #Investing #Wealth #Stocks #RealEstate https://twitter.com/i/web/status/2020679045009265000 https://twitter.com/i/web/status/2020679045009265000"
X Link 2026-02-09T02:00Z [---] followers, [---] engagements

"@MikePLTR Hard to be bearish when every kid is getting 1k to invest 😂"
X Link 2026-02-09T02:51Z [---] followers, [--] engagements

"@SoFi @SoFiStadium Stop [--] Bank in the making"
X Link 2026-02-09T03:34Z [---] followers, [---] engagements

"@Dontbeexitliq Factory haha. That would be wild 😂"
X Link 2026-02-09T05:16Z [---] followers, [--] engagements

"$NVO is SUING $HIMS 🤯 $HIMS is now being sued by $NVO. The copycat pill appears to have been the catalyst. Is this the death of the company Absolutely not. But it calls into question their strategy especially on what went wrong with launching this offering which never made sense. https://t.co/GmtL5mLLJZ $HIMS is now being sued by $NVO. The copycat pill appears to have been the catalyst. Is this the death of the company Absolutely not. But it calls into question their strategy especially on what went wrong with launching this offering which never made sense. https://t.co/GmtL5mLLJZ"
X Link 2026-02-09T13:42Z [---] followers, [---] engagements

"250 FOLLOWERS 🏛📈 Honestly I didnt expect [---] people to care about my personal research and long-term views but here we are. Time in the markets has taught me one thing: the system is designed to distract you. Most people burn energy chasing hype and daily candles but the real gains happen when you have the conviction to sit still and let a business grow. I started sharing my thoughts to keep my own perspective sharp. Reaching this milestone is something I truly appreciate. Its been a bumpy ride but having a community that values a long-term mindset over short-term noise makes it worth it."
X Link 2026-02-09T14:00Z [---] followers, [---] engagements

"@UnknownBio [---] is amazing"
X Link 2026-02-09T17:27Z [---] followers, [--] engagements

"@altivolans @CarsonTalkMoney 7/10 is fair i dont understand $NOW Business ill have to research. Thanks for the feedback"
X Link 2026-02-09T17:30Z [---] followers, [--] engagements

"@Dr_Ridgewell So lame 🥱"
X Link 2026-02-09T19:02Z [---] followers, [--] engagements

"@QualityInvest5 @grok is Pagaya a value trap"
X Link 2026-02-09T19:19Z [---] followers, [---] engagements

"@CaridinaCapital @eToro Im an adobe bull too"
X Link 2026-02-09T19:46Z [---] followers, [--] engagements

"@unusual_whales @grok is this true"
X Link 2026-02-09T20:10Z [---] followers, [----] engagements

"@stockscout101 At $120-$140 i would agree thats why i sold it at those prices but at below $80 its a steal in my opinion. I have been accumulating. 38% revenue growth with [--] forward pe seems cheap unless im missing something"
X Link 2026-02-09T20:13Z [---] followers, [--] engagements

"$AMKR Q4 Earnings: Significant beat on the bottom line. 🏛🚨 ✅ Net Sales: $1.89 Billion (+16% YoY) ✅ GAAP EPS: $0.69 (Massive beat vs. $0.44 est.) ✅ Q1 Revenue Guidance: $1.60B $1.70B ✅ Full Year [----] Capex: $2.5B $3.0B Advanced Packaging and Computing are the clear engines here. As the industry faces bottlenecks in AI chip supply Amkors role as a key OSAT partner is becoming a massive competitive advantage. https://twitter.com/i/web/status/2020968175391719613 https://twitter.com/i/web/status/2020968175391719613"
X Link 2026-02-09T21:08Z [---] followers, [---] engagements

"$AMD looking like a potential multi-bagger fire 🔥 $AMD stock projections from a 1000xStocks member: 40% revenue growth 50150% net income growth P/E: [----] Price targets: Low: $263 $888 (20262029) High: $329 $1110 (20262029) Are you bullish on AMD long-term https://t.co/VyHc9u9qxy $AMD stock projections from a 1000xStocks member: 40% revenue growth 50150% net income growth P/E: [----] Price targets: Low: $263 $888 (20262029) High: $329 $1110 (20262029) Are you bullish on AMD long-term https://t.co/VyHc9u9qxy"
X Link 2026-02-09T21:31Z [---] followers, [---] engagements

"Big earnings week on deck. 🏛🚨 Watching these closely this week: $SHOP $DDOG $NET $COIN $ANET $HOOD $NBIS $AMKR"
X Link 2026-02-09T23:48Z [---] followers, [---] engagements

"Most modern day investors are gamblers. Only hold a stock for [--] months is not investing 😂😂 $SPY $QQQ Recent NYSE data shows the average US stock is now held for about [--] months down from over [--] years in the 1970s. That isnt investing its churn. Zero-commission apps make rapid bets easy but brokers profit from your activity not your long-term returns. https://t.co/ehZoc3DLZK Recent NYSE data shows the average US stock is now held for about [--] months down from over [--] years in the 1970s. That isnt investing its churn. Zero-commission apps make rapid bets easy but brokers profit from your"
X Link 2026-02-10T00:11Z [---] followers, [---] engagements

"@Ecordero21_ @eToro Nice portfolio"
X Link 2026-02-10T02:45Z [---] followers, [--] engagements

"@zerohedge @grok is this true"
X Link 2026-02-10T02:57Z [---] followers, [--] engagements

"@CarsonTalkMoney Added some elf. Might add some crm tomorrow"
X Link 2026-02-10T03:21Z [---] followers, [--] engagements

"30% FCF growth is a beast but for $ZETA I honestly think thats the floor. 🏛📈 Modeling this out to [----] gives me a $64.98 targetand that feels conservative. While most people are losing sleep over a 2% red day Im just looking at the cash flow machine. The 5-Year Outlook: ✅ 30% FCF growth (likely the baseline) ✅ [----] Price Target: $64.98 ✅ Thesis: High-conviction AI play The math is simple: if the business keeps compounding its cash the stock price has no choice but to follow. Im ignoring the noise and letting the numbers do the work. Are you with me on $ZETA Let me know your bull case below."
X Link 2026-02-10T13:25Z [---] followers, [----] engagements

"@investor10132 This thing could move fast at [--] price to sales"
X Link 2026-02-10T13:47Z [---] followers, [--] engagements

"@CarsonTalkMoney Dividend etf SCHD"
X Link 2026-02-10T14:09Z [---] followers, [--] engagements

"Pretty solid deep dive on $ZETA Only thing i would add it their acquisitions that they fully integrate in under a year like Marigold. $ZETA is a data-driven marketing technology company that uses AI to help large brands acquire grow and retain customers. Founded in [----] by David A. Steinberg and former Apple CEO John Sculley it has evolved from an email-centric marketing firm into a comprehensive AI-powered https://t.co/XHs6Tg4Fbz $ZETA is a data-driven marketing technology company that uses AI to help large brands acquire grow and retain customers. Founded in [----] by David A. Steinberg and"
X Link 2026-02-10T15:02Z [---] followers, [---] engagements

"ALPHABET'S $GOOG $GOOGL SECURES UNCONDITIONAL EU ANTITRUST APPROVAL FOR $32 BLN ACQUISITION OF WIZ 💪 📈"
X Link 2026-02-10T15:33Z [---] followers, [---] engagements

"@Micheal_Ilokwu @grok Congratz"
X Link 2026-02-10T15:44Z [---] followers, [--] engagements

"$OSCR rises 6% today on strong on strong revenue guidance and record membership growth despite Q4 earnings Miss 🤔"
X Link 2026-02-10T16:03Z [---] followers, [---] engagements

"@Miko_Invest I sold all my alt coins and im waiting for q4 to buy back 💪"
X Link 2026-02-10T18:42Z [---] followers, [--] engagements

"$ADBE is looking like a generational buy at these prices. Had to scoop up a few more shares. 📈"
X Link 2026-02-10T19:02Z [---] followers, [---] engagements

"@DrunkRepub @grok is this true"
X Link 2026-02-10T19:37Z [---] followers, [---] engagements

"Which SaaS company is the best buy in [----] $ADBE $CRM $ZETA $NOW Adobe Salesforce Zeta Servicenow Adobe Salesforce Zeta Servicenow"
X Link 2026-02-10T19:42Z [---] followers, [---] engagements

"@CarsonTalkMoney I agree with Adobe but Zeta could surprise 👀"
X Link 2026-02-10T19:51Z [---] followers, [--] engagements

"As expected crypto winter is weighing on $HOOD. Their stock will stay tied to crypto cycles and the broader market bull run 🚀❄ #Crypto #Stocks Are you buying the dip 👇"
X Link 2026-02-10T21:45Z [---] followers, [---] engagements

"@allenanalysis @grok is this true"
X Link 2026-02-10T22:42Z [---] followers, [---] engagements

"Buying SaaS in [----] might be the ultimate contrarian play. Hedge it with energy and chip stocks in case youre wrong 👀 $AMD $NVDA $IREN $CRM $NOW $ZETA $ADBE $CEG $VST"
X Link 2026-02-11T02:41Z [---] followers, [---] engagements

"The Mag [--] is about to look more like Marriott and Hilton financially because of the massive depreciation coming from all these data centers. $AAPL $MSFT $GOOGL $AMZN $META $TSLA $NVDA Is this bullish or bearish 👇"
X Link 2026-02-11T13:18Z [---] followers, [---] engagements

"Wow it doesnt matter the earnings nothing SaaS related can hold a pump crazy $SHOP $ADBE $CRM $ZETA"
X Link 2026-02-11T14:32Z [---] followers, [---] engagements

"@vanazadian Do you own Adobe"
X Link 2026-02-11T14:40Z [---] followers, [---] engagements

"@WhiteRockInves1 [----] is the year of buying bitcoin"
X Link 2026-02-11T17:48Z [---] followers, [--] engagements

"This is a heck of a time to be an investor. Ive never seen so many quality companies drop 20% after reporting insanely impressive earnings. For new investors opportunities like this dont come around often. Are you buying anything 👇 $AMZN $ZETA $ADBE $CRM $NOW $AMD $SHOP $ELF $PLTR $SPGI https://twitter.com/i/web/status/2021653669519728688 https://twitter.com/i/web/status/2021653669519728688"
X Link 2026-02-11T18:32Z [---] followers, [---] engagements

"@stockscout101 Are they hiking prices or just charging for consumption like every other ai company"
X Link 2026-02-11T20:58Z [---] followers, [--] engagements

"$APP Q4 Earnings: The AI advertising powerhouse just blew the doors off expectations. 🏛🚀 ✅ Revenue: $1.66B (Beat vs. $1.61B expected) ✅ Net Income: $1.1B (Massive quarterly performance) ✅ Q1 Revenue Guidance: $1.75B $1.78B (Huge beat vs. $1.70B expected) ✅ [----] Free Cash Flow: $3.95B (Total for the year) https://twitter.com/i/web/status/2021692814510502366 https://twitter.com/i/web/status/2021692814510502366"
X Link 2026-02-11T21:08Z [---] followers, [---] engagements

"@wealthmatica Wow how low can zeta and path go 😂"
X Link 2026-02-11T21:58Z [---] followers, [---] engagements

"@FirstSquawk @grok is this true"
X Link 2026-02-11T22:58Z [---] followers, 12.9K engagements

"@HalloranHolding Remember meta went from [---] to [--] the lower it goes the more upside it has"
X Link 2026-02-11T23:32Z [---] followers, [--] engagements

"@Adam__Meinhardt Do you think [--] forward pe is fair for adobe here with 95% reoccurring revenue and over 10% revenue growth and crazy margins"
X Link 2026-02-12T00:21Z [---] followers, [--] engagements

"@Adam__Meinhardt Good luck to you [--] pe is a heck of a margin if safety you should be amazing"
X Link 2026-02-12T00:39Z [---] followers, [--] engagements

"Anyone else feel like the markets are down 10% because of how THEIR portfolio looks while the S&P is basically at all-time highs 😅 📈 $PLTR $AMD $ADBE $CRM $ZETA $BTC $SHOP $NOW $META #InvestingFeels"
X Link 2026-02-12T00:48Z [---] followers, [---] engagements

"@ETF_Bagholder [--] and bounce 👀"
X Link 2026-02-12T00:51Z [---] followers, [--] engagements

"@Adam__Meinhardt I got some adobe but im waiting for [---] crm that would be pretty nice as well"
X Link 2026-02-12T01:26Z [---] followers, [--] engagements

"@CarsonTalkMoney Why is the free cashflow going down expansion I assume"
X Link 2026-02-12T03:26Z [---] followers, [---] engagements

"400 FOLLOWERS 🏛📈 I didnt expect this many people to care about my research but Im glad youre here. It shows there is a real community for the long-term view. While others chase the daily noise we focus on the compounders. The focus remains simple: ✅ Real business growth ✅ Conviction over hype ✅ Sitting still Truly appreciate the support. Back to the work. 🥂 $SOFI $AMD $META $ZETA $ELF #FinTwit #Investing #LongTerm #Grateful https://twitter.com/i/web/status/2021943623508770862 https://twitter.com/i/web/status/2021943623508770862"
X Link 2026-02-12T13:45Z [---] followers, [---] engagements

"I bought some $AMZN and $ZETA today did you buy anything"
X Link 2026-02-12T17:07Z [---] followers, [---] engagements

"@DefiWimar @grok is this why the market is dropping today"
X Link 2026-02-12T17:25Z [---] followers, [----] engagements

"$FUBO now trading at basically the same market cap as the cash on its balance sheet 🤯 Youre getting the entire business subs ad revenue brand for free at this point"
X Link 2026-02-12T17:38Z [---] followers, [----] engagements

"@Tdot198 The Disney shares are private and not publicly trades though. The market-cap = publicly traded shares x share price. You could make an argument its valuation is [--] billion. 🤷♂"
X Link 2026-02-12T18:25Z [---] followers, [---] engagements

"Crypto is starting to look weak. Momentum fading. Risk appetite thinning. Liquidity tighter. When macro tightens crypto gets hit first. I give it a decent chance $BTC tags $35K by Q4 not a crash just a realistic retrace to major support. 👀 $ETH $SOL Im never selling my bitcoin though 💪💵 https://twitter.com/i/web/status/2022021525738590405 https://twitter.com/i/web/status/2022021525738590405"
X Link 2026-02-12T18:54Z [---] followers, [---] engagements

"@yxinsights There mi450s arent released yet is why waituntil You see q3 and q4"
X Link 2026-02-12T19:02Z [---] followers, [---] engagements

"With the ridiculous capex $META $AMZN and $GOOG are pouring into AI and data centers the risk/reward is quietly shifting elsewhere. If they dont scale it back Mag [--] earnings are going to look rough over the next couple years unless they somehow sustain 30%+ earnings growth to outrun the spend. Meanwhile asset-light names like $CRM $ADBE and $ZETA dont need tens of billions in capex to grow. Less infrastructure risk. Cleaner margins. Better operating leverage. The crowd is chasing AI spend. Im watching cash flow. https://twitter.com/i/web/status/2022083534077206902"
X Link 2026-02-12T23:00Z [---] followers, [---] engagements

"@Alex_Bukich12 Race to 10k"
X Link 2026-02-12T23:07Z [---] followers, [--] engagements

"My main issue with $HOOD: It wont truly bottom until $BTC bottoms. And I wouldnt be surprised to see Bitcoin at $35K by Q4. Until crypto finds a floor $HOOD probably doesnt either"
X Link 2026-02-13T00:35Z [---] followers, [---] engagements

"@QualCompounders Its price is not directly correlated with bitcoin their crypto business just starting"
X Link 2026-02-13T01:00Z [---] followers, [--] engagements

"LIKE this post if you think $AMZN $GOOG $META and $MSFT are overspending on CAPEX 👀"
X Link 2026-02-13T16:23Z [---] followers, [---] engagements

"@Alex_Bukich12 Wow crazy growth"
X Link 2026-02-13T18:37Z [---] followers, [--] engagements

"Im not buying $NVDA and it comes down to ONE thing: Margins. Right now theyre printing absurd gross margins because they can price GPUs however they want. No real competition. Hyperscalers paying up. But what happens in [--] years $GOOG scaling TPUs $AMD rolling out MI450 / MI500 Cloud giants building custom silicon When you price hardware outrageously high even good enough competition can crush pricing power. And when pricing power goes margins dont gently fade they compress. The stock is priced for permanent dominance. Im not betting against the company I just think there are better"
X Link 2026-02-13T19:28Z [---] followers, [---] engagements

"@yxinsights Mi450 ramp"
X Link 2026-02-13T20:03Z [---] followers, [--] engagements

"RT @stocksinmind123: https://x.com/BenBajarin/status/2022351929071055137s=20 https://x.com/BenBajarin/status/2022351929071055137s=20"
X Link 2026-02-13T20:10Z [---] followers, [--] engagements

"@QualCompounders @grok how correlated are sofi and bitcoin on this chart"
X Link 2026-02-13T20:22Z [---] followers, [--] engagements

"@alextheinvstor I think Amazon is the safest bet they have always been the capex king"
X Link 2026-02-13T21:48Z [---] followers, [--] engagements

"@Alex_Bukich12 If going to a mardi gras parade counts then networking 🍾"
X Link 2026-02-14T16:46Z [---] followers, [--] engagements

"@TheFinPitch I thought they might do a merger with tesla hmm"
X Link 2026-02-14T16:56Z [---] followers, [--] engagements

"@TrdeToScale Kamala wanted to also tax unrealized gains in the US thank goodness she didnt win 😂. Makes no sense"
X Link 2026-02-14T17:33Z [---] followers, [--] engagements

"@Anna___grace Bitcoin will be fine long term 💪"
X Link 2026-02-14T18:21Z [---] followers, [--] engagements

"@Mindset4Money_X Meta amazon zeta adbe"
X Link 2026-02-15T00:47Z [---] followers, [--] engagements

"How Id invest $10000 in Feb 2026: [----] $AMD: The GPU market share thief [----] $META: Zucks long game is printing [----] $CEG: Nuclear is the real AI fuel [----] $BTC: Buying the extreme fear [----] $AMZN: The backbone of AI retail [----] $SOFI: Fintech margin expansion [----] $CRM: Enterprise AI at scale [----] $ADBE: The generative software moat Retail is panicking over "AI capex." Smart money is buying the infrastructure. https://twitter.com/i/web/status/2022847428982972878 https://twitter.com/i/web/status/2022847428982972878"
X Link 2026-02-15T01:36Z [---] followers, [--] engagements

"5 stocks that could realistically double by [----] 👀 $SOFI scaling into a full digital bank $AMZN AWS + ads still underappreciated $ZETA operating leverage story $META AI monetization hasnt fully hit $ADBE creative + enterprise AI integration By [----] one of these will look obvious in hindsight. Which one are you loading before the crowd catches on 🚀 https://twitter.com/i/web/status/2023062262299172880 https://twitter.com/i/web/status/2023062262299172880"
X Link 2026-02-15T15:50Z [---] followers, [---] engagements

"Midterm Year Strategy: Where are you hiding 🛡 The "Midterm Curse" is the fear: Since [----] these years average a 17% drop as the market prices in political shifts. 📉 Are you playing defense or buying the blood in the streets Drop your move below 👇 #FinTwit #StockMarket #2026Midterms #Investing $META $NVDA $AMD"
X Link 2026-02-15T18:51Z [---] followers, [----] engagements

"The Great Wealth Transfer is officially here. A RECORD 32% of all US household wealth is held by those 70+. Trillions are about to migrate from legacy banks to the apps the heirs actually use. $SOFI and $HOOD are the new era's beneficiaries. The disruption is just beginning. 🚀 🏦 https://twitter.com/i/web/status/2023208897033437427 https://twitter.com/i/web/status/2023208897033437427"
X Link 2026-02-16T01:32Z [---] followers, [---] engagements

"$HIMS: FROM DISRUPTOR TO REGULATORY TARGET 📉⚖ The "Robin Hood of Health" just hit a massive wall of red tape. Hims & Hers tried to democratize weight loss with a $49 compounded pill and the regulators aren't having it. THE REALITY CHECK: 🛑 Hims launches a $49 budget Wegovy copycat to massive hype. 📜 FDA steps in: These arent approved. This needs to stop. Hims complies and halts sales. 👨⚖ DOJ involvement starts making the rounds. Litigation risk is officially on the table. 📉 The stock price is reacting exactly how youd expect: total liquidation. Weve seen this movie before in tech."
X Link 2026-02-07T23:25Z [---] followers, [---] engagements

"Another ugly day in SaaS: $PGY -20% $MNDY -20% 😬 Earnings season claiming more victims"
X Link 2026-02-09T14:04Z [---] followers, [---] engagements

"Build a portfolio of stocks you have such deep conviction in that you can't wait to add on the dips. 🏛📈 If a 15% drop makes you want to sell the thesis wasn't there to begin with. Real wealth is built by having the stomach to stay the course when the market gets loud. My core conviction list: $SOFI $AMD $META $ADBE $ZETA $ELF $BTC $ETH $SPY $QQQ When the noise starts I just lean back on the long-term vision. These are the plays Im happy to see on sale. What is the one ticker you have unshakeable conviction in 👇 #FinTwit #Investing #Stocks #Growth #LongTerm"
X Link 2026-02-09T19:00Z [---] followers, [---] engagements

"Forgot to mention $AMZN also owns 15-20% of Anthropic Anthropic is projected to be worth over [---] BILLION If you value JUST Amazons power engines: AWS: $800B $1.4T Amazon Ads: $300B $550B Trainium/AI chips: $100B $400B Total = $1.2T $2.3T Thats basically todays entire market cap. Which means youre getting the main ecommerce business almost for FREE. https://t.co/ISN4wgFFEf If you value JUST Amazons power engines: AWS: $800B $1.4T Amazon Ads: $300B $550B Trainium/AI chips: $100B $400B Total = $1.2T $2.3T Thats basically todays entire market cap. Which means youre getting the main ecommerce"
X Link 2026-02-12T17:01Z [---] followers, [---] engagements

"If $META went aggressively into full-scale ecommerce it wouldnt just be another revenue stream. It could fundamentally change the platform economics. The prophecy is true $META will soon be an e-commerce company It makes too much sense for them not to get into this https://t.co/zlkjDctmOp The prophecy is true $META will soon be an e-commerce company It makes too much sense for them not to get into this https://t.co/zlkjDctmOp"
X Link 2026-02-13T18:58Z [---] followers, [---] engagements

"Were in a kangaroo market 🦘 Tech stocks hop up then immediately hop down. Investors cant decide if they love them or hate them. Gains Tech cant hold them to save their lives. $AAPL $MSFT $GOOG $META $AMD $NVDA $IREN $NBIS $SHOP $TSLA"
X Link 2026-02-13T20:35Z [---] followers, [---] engagements

"@alextheinvstor Really is crazy Does the Capex concern you"
X Link 2026-02-13T21:47Z [---] followers, [--] engagements

"@NFAiTrader Amd is looking like a winner"
X Link 2026-02-14T00:04Z [---] followers, [--] engagements

"I dont think $ADBE is being disrupted by AI. Their business is A+: 90% recurring revenue insane margins. The only real risk is seat dilution but theyll monetize usage. Numbers are strong across the board. $CAKE has multiple concepts not priced in yet like North Italia and Flower Child. I want to build Amazon heavy. I like google but i think amazon cheaper and has more tailwinds https://twitter.com/i/web/status/2020549402155200681 https://twitter.com/i/web/status/2020549402155200681"
X Link 2026-02-08T17:24Z [---] followers, [---] engagements

"@growthrapidly Easy 10x"
X Link 2026-02-16T01:44Z [---] followers, [--] engagements

"Are you buying the CRYPTO DIP 👀 $BTC $ETH $LINK $XRP $DOGE $AVAX YES NO YES NO"
X Link 2026-02-16T02:38Z [---] followers, [---] engagements

"$ZETA is getting too interesting to pass up. Im buying aggressively at these levels"
X Link 2026-02-11T22:20Z [---] followers, [----] engagements

"MAG7 projected Free Cash Flow vs CAPEX 👀 This is why the markets nervous. When does the spending slow down or flatline for $META $GOOG $MSFT $AMZN $TSLA $AAPL and $NVDA are the only ones not burning through most of their FCF. Multiple compression is real when cash flow gets squeezed. https://twitter.com/i/web/status/2022426212518313998 https://twitter.com/i/web/status/2022426212518313998"
X Link 2026-02-13T21:42Z [---] followers, [---] engagements

"2026 Market Predictions: The Great Rotation $AMD takes the crown and outperforms $NVDA as the chip race shifts. $META and $AMZN lead the pack outperforming the rest of the Mag7. Crypto finds its floorexpecting a bottom in Q4. $BTC $ETH The AI/Capex digestion phase ends sparking a massive wave of capital flowing back into broader Tech. The next cycle is loading. 📈 https://twitter.com/i/web/status/2022725728328896861 https://twitter.com/i/web/status/2022725728328896861"
X Link 2026-02-14T17:32Z [---] followers, [---] engagements

"How Im investing $10000 (Feb 2026): [----] $AMD GPU Share Thief [----] $META Zuck is Printing [----] $CEG Nuclear AI Fuel [----] $BTC Buying the Fear [----] $AMZN Cloud Backbone [----] $SOFI Fintech Growth [----] $CRM Enterprise AI [----] $ADBE Software Moat Retail is panicking over "Capex." Smart money is buying infrastructure. https://twitter.com/i/web/status/2022848956368089097 https://twitter.com/i/web/status/2022848956368089097"
X Link 2026-02-15T01:42Z [---] followers, [---] engagements

"@Coinvo @grok who is winning the ai race the US or China"
X Link 2026-02-15T20:43Z [---] followers, [---] engagements

"We are looking kinda rough 😭 $ADBE $CRM $NOW $ZETA $MSFT $PLTR So real 😭 https://t.co/B3BS4Qgrlm So real 😭 https://t.co/B3BS4Qgrlm"
X Link 2026-02-15T22:23Z [---] followers, [---] engagements

"$AMZN is currently on its longest losing streak since [----]. The market is scared of the $200B capex plan for AI and satellites. But remember: Wall Street hated the investment in AWS. They hated the investment in Prime shipping. They hated the investment in Logistics. Now Those are the engines that run the world. Short-term: Margin pressure. Long-term: Total AI infrastructure dominance. Are you watching the price or the potential 📦☁ https://twitter.com/i/web/status/2023213319981592633 https://twitter.com/i/web/status/2023213319981592633"
X Link 2026-02-16T01:50Z [---] followers, [---] engagements

"@WhaleInsider @grok is this true"
X Link 2026-02-16T02:49Z [---] followers, [--] engagements

"The Ratings Duopoly: $MCO vs $SPGI These two companies own an 80% market share in credit ratings. They are the ultimate "toll booths" of the financial world. $MCO (Moodys) The high-margin specialist. Moodys is more concentrated on the ratings business itself. When interest rates drop and the "refinancing wave" hits $MCO captures the most upside. It is a leaner more sensitive play on debt issuance cycles. $SPGI (S&P Global) The diversified data empire. Beyond just ratings they own the S&P [---] and Dow Jones indices. With the IHS Markit merger theyve become a massive financial data subscription"
X Link 2026-02-15T17:48Z [---] followers, [---] engagements

"@WhaleInsider He realized he is losing in the US 😂"
X Link 2026-02-16T04:52Z [---] followers, [---] engagements

"@zerohedge @grok is this true"
X Link 2026-02-16T05:03Z [---] followers, [---] engagements

"$ELF Q4 Earnings (CY 2025): 🚀 Revenue: $489.5M (+38% YoY) 💰 Adj. EPS: $1.24 (vs $0.72 est) 📈 Adj. EBITDA: $123M (+79% YoY) Raised FY26 Outlook: $1.61B Revenue Stock is down 8% today insane"
X Link 2026-02-09T14:57Z [---] followers, [----] engagements

"The $ELF commercial was actually a strategic win. Most people didn't find it funny but that's irrelevant. It was highly memorable and perfectly tailored for its target demographic of teenage women. Whether a commercial is "cool" to the general public doesn't matter long-term. What matters is that $ELF knows exactly who their customer is and stays top-of-mind for them. A decent ad isn't always the one everyone likesit's the one the target audience remembers. What are your thoughts 👇 https://twitter.com/i/web/status/2020919209333600490 https://twitter.com/i/web/status/2020919209333600490"
X Link 2026-02-09T17:54Z [---] followers, [---] engagements

"$PGY is down 22% today. 📉 Value trap or generational entry The Business: $PGY is an AI matchmaker. They plug into banks use AI to approve "rejected" loans and sell them to Wall Street. They take a fee and pass the risk. The Bull Case 🚀 ✅ Profitable: Just hit $81M GAAP net income for [----]. ✅ Cheap: Trading at 1x Sales. ✅ Demand: Wall Street just bought $800M of their AI-backed bonds. The Bear Case ⚠ ✅ Growth Stall: [----] guidance was "measured" which the market hated. ✅ Macro Risk: If the economy slides do these AI loans default ✅ Sentiment: A 35% crash on profit news shows a lack of trust."
X Link 2026-02-09T19:27Z [---] followers, [---] engagements

"$CRM Is starting to look extremely attractive below $200. I might start a position tomorrow 👀"
X Link 2026-02-10T01:52Z [---] followers, [----] engagements

"$SPOT Q4 Earnings 🏛🚨 ✅ EPS: [----] (Huge beat vs. [----] expected) ✅ MAUs: 751M (Beat vs. 745M expected) ✅ Revenue: 4.53B (Beat vs. 4.52B expected) ✅ Gross Margin: 33.1% (Record high) Why they won: Pricing power held up despite hikes and cost discipline finally turned this into an FCF monster. While others chase hype $SPOT is scaling efficiency. Are you riding this higher or waiting for a pullback 👇 https://twitter.com/i/web/status/2021242264262005116 https://twitter.com/i/web/status/2021242264262005116"
X Link 2026-02-10T15:18Z [---] followers, [---] engagements

"Overdone is an understatement Are we pricing in bankruptcy now $ADBE"
X Link 2026-02-11T14:36Z [---] followers, [----] engagements

"Explains the continued sell off of growth stocks and crypto $ZETA $SOFI $BTC $IREN $NBIS $HIMS This market ladies and gentlemen is exactly why you stay away from margin. People went all in on margin back in Q4 and have now had their portfolios liquidated. https://t.co/1OINWv0m1w This market ladies and gentlemen is exactly why you stay away from margin. People went all in on margin back in Q4 and have now had their portfolios liquidated. https://t.co/1OINWv0m1w"
X Link 2026-02-12T18:20Z [---] followers, [---] engagements

"$AMAT Q1 Earnings: The AI infrastructure build-out is hitting the tape. 🏛🚨 The Reality vs. Expectations: ✅ Revenue: $7.01B (Beat vs. $6.88B expected) ✅ Non-GAAP EPS: $2.38 (Huge beat vs. $2.20 expected) ✅ Q2 Revenue Guidance: $7.65B (Beat vs. $7.10B expected) ✅ Q2 EPS Guidance: $2.64 (Beat vs. $2.35 expected) UP 10% https://twitter.com/i/web/status/2022055311884861597 https://twitter.com/i/web/status/2022055311884861597"
X Link 2026-02-12T21:08Z [---] followers, [---] engagements

"CPI came in lower than expected 💪 ⚠BREAKING: *U.S. JANUARY CPI INFLATION RISES 2.4% Y/Y; EST. 2.5%; PREV. 2.7% *LOWEST SINCE APRIL [----] https://t.co/gdF46MmseN ⚠BREAKING: *U.S. JANUARY CPI INFLATION RISES 2.4% Y/Y; EST. 2.5%; PREV. 2.7% *LOWEST SINCE APRIL [----] https://t.co/gdF46MmseN"
X Link 2026-02-13T14:14Z [---] followers, [---] engagements

"Oracle and open are going huge into mi450s. Meta will also be a big customer. If you think about it these companies cant afford to not have an alternative. Its in their best interest to diversify otherwise their capex will be out of control because Nvda can charge whatever it wants. I expect many other hyper scalers to do big orders. I could be wrong 🤷♂ https://twitter.com/i/web/status/2022401755619729449 https://twitter.com/i/web/status/2022401755619729449"
X Link 2026-02-13T20:05Z [---] followers, [--] engagements

"@QualCompounders Crm and adobe"
X Link 2026-02-14T00:05Z [---] followers, [--] engagements

"@TheFinPitch Most professionals use Nano banana on Adobe. Its a wrapper for all the llm generators"
X Link 2026-02-16T01:05Z [---] followers, [--] engagements

"$PLTR at 70% revenue growth and $META at 30% revenue growth next quarter This is the bubble I have been waiting for time to sell"
X Link 2026-02-04T19:09Z [---] followers, [---] engagements

"THE OTHER ACCOUNTS ARENT LOOKING TOO HOT BUT THE [--] AMIGOS ACCOUNT IS HOLDING UP STRONG 💪 HOW ARE YALL LOOKING 📈 $META $AMD $CAKE"
X Link 2026-02-06T15:49Z [---] followers, [---] engagements

"So when does Capex peak Are we going to go [--] trillion in Capex in [----] and go negative free cashflow on $META $AMZN and $GOOG"
X Link 2026-02-13T21:13Z [---] followers, [---] engagements

"@jminvesting I like Zeta"
X Link 2026-02-14T01:32Z [---] followers, [--] engagements

"Happy Valentines Day Roses are red this candle is too my portfolio is dying but I still love you. $BTC $NVDA $ZETA $META #ValentinesDay2026 #Crypto"
X Link 2026-02-14T16:44Z [---] followers, [---] engagements

"Never moving to the Netherlands ✅ $BTC $ETH $SPY $QQQ BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds. BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds"
X Link 2026-02-14T17:23Z [---] followers, [---] engagements

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