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@ManuInvests Avatar @ManuInvests Manu Invests

Manu Invests posts on X about meta, $goog, $meta, $msft the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXX #

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Social Influence

Social category influence stocks XXXX% technology brands XXXX% finance XXXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence meta 9.3%, $goog #78, $meta #156, $msft #119, if you 6.98%, $amzn #170, $uber #877, $cost #73, $sezl #9, $nvda #1476

Top accounts mentioned or mentioned by @latticeinvestor @fiscalai @capexandchill @nguyent75 @liebermanaustin @qualityinvest5 @dkhos @aistocksavvy @nanobanana @googleai @sundarpichai @deitaone @ccmbrett @uber @accrued_int @cedarstresearch

Top assets mentioned Alphabet Inc Class A (GOOGL) Metadium (META) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Uber Technologies, Inc. (UBER) Costco Hot Dog (COST) Sezzle Inc. Common Stock (SEZL) NVIDIA Corp. (NVDA) IES Holdings, Inc. Common Stock (IESC) Walmart, Inc. (WMT) Crocs, Inc. (CROX) Apple, Inc. (AAPL) Booking Holdings Inc (BKNG) MercadoLibre Inc (MELI) Interactive Brokers Group, Inc. (IBKR) Shopify Inc (SHOP)

Top Social Posts

Top posts by engagements in the last XX hours

"1/ $SEZL is breaking the model of BNPL. While most fintechs struggle to balance growth and profitability Sezzle is literally off the chart. XX% Revenue Growth XX% Gross Margins Trading at 14x XX Earnings This is a "Rule of 165" company trading at a suppressed value. 🧵👇"
X Link 2025-11-30T22:37Z XXX followers, 15.3K engagements

"and buybacks continue to accelerate. $CROX"
X Link 2025-12-07T03:42Z XXX followers, 2527 engagements

"1/ There is a lot of talk about an AI bubble and elevated S&P500 multiples these days. If you have spent any time in financial social media you have certainly seen a chart like this. The conclusion is always the same: The market is expensive. A mean reversion is inevitable. $GOOG $META $AMZN $MSFT $NVDA $AAPL"
X Link 2025-12-11T00:59Z XXX followers, XXX engagements

"Ill say it again No analyst coverage and no hype. Just a quality company following its fundamentals. a thing of beauty. No noise necessary. Up XXX% on my position. $IESC"
X Link 2025-11-26T20:14Z XXX followers, 1108 engagements

"I spoke to soon. $IESC officially covered by X analyst as of October with a BUY rating. Following a record Q425 and FY25 we raise our IESC target price to $XXX based on a 5-year DCF (Discounted Cash Flow) model using a Free Cash Flow to Firm (FCFF) approach and strengthened visibility into FY26 from a higher backlog base. At our target IESC would trade at approximately 16x EV/EBITDA NTM and 21x P/E NTM levels that assume continued strength in core segments and stable execution across the portfolio. A few more and maybe well start getting an earnings call. $IESC"
X Link 2025-11-27T19:23Z XXX followers, XXX engagements

"BNPL has existed for decades in the form of traditional credit cards. Headlines highlighting BNPL through a negative lens vs traditional credit card spending is entirely misleading. BNPL is often a more ethical and responsible form of credit use than revolving credit cards that are accepted norms in US consumer spending. $SEZL"
X Link 2025-11-29T21:23Z XXX followers, XXX engagements

"4/ By positioning as the "Switzerland of Mobility" $UBER has highly efficient capital allocation. OEMs spend billions on R&D and carry the depreciation. Uber simply adds that supply into its existing demand pool. Uber scales supply with zero marginal cost"
X Link 2025-12-06T00:16Z XXX followers, XX engagements

"5/ Friction is the enemy of adoption. Managing X different apps accounts and interfaces to save $X is a non-starter for mass market. Just as $BKNG aggregated hotels $UBER aggregates rides (+more). AV ride-share tech will be commoditized and the best aggregator benefits"
X Link 2025-12-06T00:16Z XXX followers, XXX engagements

"@CCM_Brett $MELI $ADYEN $IBKR are all on my shortlist as well"
X Link 2025-12-07T01:44Z XXX followers, XXX engagements

"For sure valid point. But $COST is at X% and it steadily averages around 2-2.5%. $META is higher. $GOOG was significantly higher until recently. $MSFT is pretty much in line. But my point is that if you take context into consideration and that these companies are currently compressed by tech growth reinvestment and a massive capex investment cycle $COST is a steady mature company. XXX% and it trades at a premium as such. Its priced for its safety/quality not because of future growth. But I invest for the long term and imo valuations should take long term perspectives into account. Even still"
X Link 2025-12-09T17:29Z XXX followers, XXX engagements

"Ill never understand how $WMT and $COST trade at higher valuations than most of the quality Mag7 companies like $GOOG $META $AMZN $MSFT"
X Link 2025-12-10T01:46Z XXX followers, XXX engagements

"$UBER has an ever expanding footprint and is creating more and more access points for delivery. This integration continues to expand the network beyond the app and directly into the $SHOP checkout flow. More reach. More volume. Zero CAC"
X Link 2025-12-11T19:36Z XXX followers, XXX engagements

"@LiebermanAustin Ill never understand how $WMT and $COST trade at valuations similar to $NVDA and higher than most of the quality Mag7 companies like $GOOG $META $AMZN $MSFT"
X Link 2025-12-09T15:57Z XXX followers, XXX engagements

"2/ But comparing the S&P500 PE ratio of today to that of the past is an apples-to-oranges comparison. This common comparison assumes that the E (Earnings) in the 1990s and early 2000s measures the same thing as the E in 2025. It doesnt. 🧵👇"
X Link 2025-12-11T00:59Z XXX followers, XX engagements

"3/ The SBC Distortion: The Core 10-15% Earnings Drag. Before 2006 companies could issue massive stock options and report zero expense on the income statement. Today rightfully so SBC is a required non-cash impact on earnings. It belongs in the income statement"
X Link 2025-12-11T01:00Z XXX followers, XX engagements