@Marketbeating20 Avatar @Marketbeating20 Market Beater

Market Beater posts on X about $adbe, $zeta, $now, $asml 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 technology brands finance cryptocurrencies countries social networks automotive brands exchanges

Social topic influence $adbe, $zeta #183, $now, $asml #59, asml #137, ai, $googl, $ma, $amzn, stocks

Top accounts mentioned or mentioned by @qualityinvest5 @bde2021 @wealthmatica @joecarlsonshow @grok @remindmeofthis @pronkdaniel @tilmancompounds @willbiddy @widemoatczar @dd17capital @wiseadvicesumit @thelonginvest @averagedipbuyer @gt97322191 @dividendtalks @mindset4moneyx @spike1567 @escvel0city11 @alc2022

Top assets mentioned Adobe, Inc. (ADBE) ZetaChain (ZETA) Now Coin (NOW) Alphabet Inc Class A (GOOGL) Mastercard, Inc. (MA) Amazon.com, Inc. (AMZN) Metadium (META) S&P Global Inc (SPGI) NVIDIA Corp. (NVDA) Oxygen (OXY) UnitedHealth Group (UNH) Booking Holdings Inc (BKNG) Uber Technologies, Inc. (UBER) MercadoLibre Inc (MELI) Costco Hot Dog (COST) Brookfield Corporation (BN) Convex Finance (CVX) Exxon Mobil (XOM) monday.com Ltd. (MNDY) Rubrik, Inc. (RBRK) Salesforce Inc (CRM) Kinsale Capital Group, Inc. (KNSL) Hims & Hers Health, Inc. (HIMS) Tesla, Inc. (TSLA) Spotify Technology (SPOT) Msci Inc (MSCI) Waste Management, Inc. (WM) PoolTogether (POOL) Simon Property Group Inc (SPG) Duolingo, Inc. (DUOL) TransMedics Group, Inc. Common Stock (TMDX) Fiserv Inc (FISV)

Top Social Posts

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

"Why is no one talking about Kinsale Capital $KNSL 20%+ growth on too and bottom line 19P/E And 7B$ MCap What am I missing 3/10 Kinsale Capital $KNSL is a specialty insurance company that focuses exclusively on the excess and surplus (E&S) lines market in the United States underwriting coverages for "hard-to-place" risks that standard insurers typically avoid. Investors are not pricing in any FCF https://t.co/Q1HywRJdfx 3/10 Kinsale Capital $KNSL is a specialty insurance company that focuses exclusively on the excess and surplus (E&S) lines market in the United States underwriting coverages"
X Link 2026-01-08T12:44Z [--] followers, [----] engagements

"I bought $CSU.TO today with a short-mid holding period planned. High quality low risk and biggest drawdown in the stocs history. 2% portfolio size"
X Link 2025-10-25T00:12Z [--] followers, [--] engagements

"@DD17_Capital @DividendTalks The point is no one said its supposed to be sustainable. Thats what i meant its a temporary chance and they take advantage of it. They will stop buying back if it rises (exactly like $ASML did). And thats fine :) they got enough FCF for innovation and share buybacks"
X Link 2025-10-28T19:18Z [--] followers, [--] engagements

"@DD17_Capital @Mindset4Money_X I disagree. They partner with Youtube and Chatgpt rn. Which give them a huge advantage to all other little video editing apps. They are using their size and market dominance to secure the big deals with the big AI players. (During Adobe is supposetly down bc of AI risks)"
X Link 2025-10-28T19:54Z [--] followers, [--] engagements

"@QualityInvest5 @grok were features like that actually never seen before"
X Link 2025-11-04T00:00Z [--] followers, [--] engagements

"@grok @QualityInvest5 And is adobes better too"
X Link 2025-11-04T00:02Z [--] followers, [--] engagements

"@Spike_1567 @QualityInvest5 Why Is there any serious fraud allegations"
X Link 2025-11-10T22:56Z [--] followers, [--] engagements

"At this point I see equal upside at $ADBE and $CSU.TO $CSU Both realistically 50% upside in the next [--] months as uncertainty about #AI resolves 📈"
X Link 2025-11-11T18:56Z [--] followers, [---] engagements

"If $NVDA doesnt double beat and raise guidance today what stock falls the most That could actually trigger a further market correction.or heal it"
X Link 2025-11-19T09:59Z [--] followers, [--] engagements

"If $NVDA doesnt double beat and raise guidance today that could actually trigger a further market correction. Me waiting for $NVDA to beat earnings tomorrow https://t.co/XctRnTLyiv Me waiting for $NVDA to beat earnings tomorrow https://t.co/XctRnTLyiv"
X Link 2025-11-19T10:00Z [--] followers, [--] engagements

"@wiseadvicesumit If $NVDA doesnt double beat and raise guidance today that could actually trigger a further market correction.or heal the current one"
X Link 2025-11-19T10:01Z [--] followers, [--] engagements

"@wiseadvicesumit High risk high reward for EVERY Investor tonight"
X Link 2025-11-19T10:02Z [--] followers, [---] engagements

"COME ON $NVDA Either up or down but please make it biggg"
X Link 2025-11-19T20:06Z [--] followers, [--] engagements

"@escvel0city11 @grok does that have any impact on Adobe Isnt this still using pdfs Does it matter for their revenue who fills it"
X Link 2025-11-25T11:36Z [--] followers, [----] engagements

"@alc2022 Plssss stoooppp. You cant be serious. $HIMS and $TSLA have REAL threats and big problems. $TSLA is losing so bad in robotics rn. $SPOT is literally the only one comparable to $COST"
X Link 2025-11-28T16:00Z [--] followers, [----] engagements

"Once a brand trains its own custom model in Firefly theyre not going anywhere. The time effort and integration make switching a nightmare. Competitors cant match that lock-in. Fireflys custom training is quietly building a massive moat for $ADBE - AI TAILWIND"
X Link 2025-11-28T16:03Z [--] followers, [--] engagements

"@QualityInvest5 Definitely High quality and same lame AI eats Software Narrative. But arguably there are some better opportunities out there which are cheap(er) due to the same fake narrative. Like $ADBE"
X Link 2025-11-28T16:39Z [--] followers, [---] engagements

"@grok @joecarlsonshow @buccocapital Do you see adobes business model good or badly impactedby zuckerbergs statement"
X Link 2025-11-28T23:58Z [--] followers, [---] engagements

"@TheRonnieVShow Wow I see more and more people doing the exact same move (I did it too partially) So interesting @RemindMe_OfThis in a year"
X Link 2025-11-29T12:08Z [--] followers, [---] engagements

"EXACTLY thats what Buffet also did once or twiceVALUATION DOES MATTER. Thats why I slightly trimmed $GOOG $GOOGL for $ADBE You have to be careful not to Cutting the flowers and watering the weeds. But also you dont want to be flat for years after gains like with $COST $MSCI This is what happens when you overpay for quality $MSCI https://t.co/yPFk32esDR This is what happens when you overpay for quality $MSCI https://t.co/yPFk32esDR"
X Link 2025-11-30T18:14Z [--] followers, [---] engagements

"Lets talk about how $ADBE will accelerate revenue. All the talks focus on arguments why it wont fall through AI. But ever thought about the growing use of genAI in $ADBE The records of blackfriday and expected holiday season The post-promo boost of $ADBE current AI-promo"
X Link 2025-12-01T19:50Z [--] followers, [--] engagements

"@DDBlakeFischer @joecarlsonshow @RemindMe_OfThis in [--] year"
X Link 2025-12-03T09:49Z [--] followers, [--] engagements

"@ohjackslammer @joecarlsonshow @RemindMe_OfThis in [--] year"
X Link 2025-12-03T09:49Z [--] followers, [--] engagements

"MY PORTFOLIO - 04.12.2025 I started a position in $ZETA which I plan to increase upwards to 5% in the following days and weeks (@wealthmatica r u proud) I sold about half of my $GOOG $GOOGL position at about 100% gains to fund some $ADBE (@QualityInvest5 u proud 2) 1/3🧵"
X Link 2025-12-04T15:46Z [--] followers, [----] engagements

"Watchlist: $BN $MA $MELI $CSU Previously owned: $Deer $WM and $POOL - Sold for decent profits Sold 2% worth of $ASML to fund some $ZETA. Hate to sell a good company but its now fairly valued after 50% gains and became a huge position 2/3"
X Link 2025-12-04T15:46Z [--] followers, [---] engagements

"$SPG I admit I bought at a bad timing - down 10% atm. $BKNG I am up about 40% $OXY is my Buffet inspired Oil hedge & $UNH I bought before him $AMZN I am also up about 30% plan to hold that forever"
X Link 2025-12-04T15:46Z [--] followers, [---] engagements

"I would describe my investment style as a mix of @joecarlsonshow @QualityInvest5 @PronkDaniel (All legends that go for quality like Lynch Buffett and so on) ParticularlyI I like to buy MOATs undergoing negative narratives I dont believe in - $GOOG & $ASML in April & $ADBE now MY PORTFOLIO - 04.12.2025 I started a position in $ZETA which I plan to increase upwards to 5% in the following days and weeks (@wealthmatica r u proud) I sold about half of my $GOOG $GOOGL position at about 100% gains to fund some $ADBE (@QualityInvest5 u proud 2) 1/3🧵 https://t.co/xIrs348y99 MY PORTFOLIO - 04.12.2025"
X Link 2025-12-04T15:55Z [--] followers, [---] engagements

"@QualityInvest5 We pray together for another $ADBE drop🙏 Currently holding 5% of cash ready to buy"
X Link 2025-12-04T16:30Z [--] followers, [---] engagements

"Mhhhh $ADBE +5.5% as my second biggest holding 👀 A year ago that was my monthly wage as a [--] years old GOD I LOVE STOCKS📈🙏 MY PORTFOLIO - 04.12.2025 I started a position in $ZETA which I plan to increase upwards to 5% in the following days and weeks (@wealthmatica r u proud) I sold about half of my $GOOG $GOOGL position at about 100% gains to fund some $ADBE (@QualityInvest5 u proud 2) 1/3🧵 https://t.co/xIrs348y99 MY PORTFOLIO - 04.12.2025 I started a position in $ZETA which I plan to increase upwards to 5% in the following days and weeks (@wealthmatica r u proud) I sold about half of my"
X Link 2025-12-05T15:59Z [--] followers, [---] engagements

"@QualityInvest5 I dont enough $ZETA Why would you only consider it as a 2% position After the DD couldt it qualify to be worth 5% of your portfolio or so on Just because its a small cap"
X Link 2025-12-05T17:31Z [--] followers, [---] engagements

"Chats like this are what you want to invest in 📈 $ZETA follows what $Uber and $DUOL did. Lynch said one smth like a company going from [---] to [---] Million FCF is making as much progress as a company going from [--] to [--] million"
X Link 2025-12-06T12:38Z [--] followers, [----] engagements

"@TheLongInvest Probably $ADBE (or $ZETA)"
X Link 2025-12-06T13:19Z [--] followers, [----] engagements

"@nataninvesting Really bold portfolio. Having a small cap $TMDX and a chinese company $PDD as top [--] Holdings I would never But seems to be working so far Best or luck🍀"
X Link 2025-12-06T13:26Z [--] followers, [---] engagements

"If you are not a tiny bit scared/doubting your own thesis I believe you dindt do enough research to understand why the stock is down & u act naive There is always a good reason otherwise it wouldnt be down. Thats the moment where men are made. $ADBE $GOOGL $ASML $ZETA The best opportunities always feel uncomfortable. Thats why most people miss them. The best opportunities always feel uncomfortable. Thats why most people miss them"
X Link 2025-12-08T13:22Z [--] followers, [---] engagements

"@QualityInvest5 Wow incredibly deep research I never considered this amazing analysis that changed my view By my calculations $ADBE will hit 2500$ if it breaks the super premium mcdoodle green line at 569.5$"
X Link 2025-12-08T17:03Z [--] followers, [---] engagements

"@QualityInvest5 When is a summary videos comming of your opinion on $ZETA"
X Link 2025-12-09T00:01Z [--] followers, [---] engagements

"It is. BUT why only 25% They would pay 50% 😆 (That mean $NVDA has already WAY better chips comming up otherwise Trump would never give them the H200s he is not stupid) This is so bullish stocks. Trump truth social post https://t.co/JCp9kMSHtD This is so bullish stocks. Trump truth social post https://t.co/JCp9kMSHtD"
X Link 2025-12-09T15:10Z [--] followers, [---] engagements

"Suddently there is so much noice around $ADBE. Rate cut and $ADBE earnings tomorrow. Gonna be an exciting day Either this and or next earning $ADBE will have the chance to make the narrative shift happening And with that a rerating $ADBE earnings tomorrow after the close. Worth remembering: The CEO recently stated they believe the stock is undervalued and are buying back shares aggressively. Technically price is coiling inside a multi-year triangle a strong earnings reaction could send $ADBE toward https://t.co/1nJhadO3Dq $ADBE earnings tomorrow after the close. Worth remembering: The CEO"
X Link 2025-12-09T16:44Z [--] followers, [---] engagements

"@HolySmokas $ADBE every day of the week"
X Link 2025-12-09T20:30Z [--] followers, [---] engagements

"LADYS AND GENTLEMEN here we got📈🫡 JUST IN: Adobe Photoshop Acrobat and Express to integrate directly with ChatGPT. https://t.co/Gmr3h7pg8L JUST IN: Adobe Photoshop Acrobat and Express to integrate directly with ChatGPT. https://t.co/Gmr3h7pg8L"
X Link 2025-12-10T13:38Z [--] followers, [--] engagements

"Well well welll.who called it Ah yes i did $ADBE $ADBE (Adobe) #earnings are out: https://t.co/Kkklesdyue $ADBE (Adobe) #earnings are out: https://t.co/Kkklesdyue"
X Link 2025-12-10T21:07Z [--] followers, [---] engagements

"CALLED IT $ADBE #earnings $ADBE will double beat and raise Mark my words $ADBE will double beat and raise Mark my words"
X Link 2025-12-10T21:08Z [--] followers, [---] engagements

"$ADBE 18ths Quarter in a row of DOUBLE BEATING and RAISING guidance. WHERE is that AI disruption And can you pls tell me when it is comming CONTINUES Double digit growth ladies and gentlemen $ADBE Q4'25 Earnings Highlights 🔹 Revenue: $6.19B (Est. $6.11B) 🟢; UP +10% YoY 🔹 Non-GAAP EPS: $5.50 (Est. $5.39) 🟢 🔹 RPO: $22.52B (Est. $22.28B) 🟢 🔹 Total Customer Group Subscription Revenue: $5.96B; UP +12% YoY Guidance (Q1'26): 🔹 Revenue: $6.25B$6.30B (Est. $6.24B) https://t.co/itk88EtV93 $ADBE Q4'25 Earnings Highlights 🔹 Revenue: $6.19B (Est. $6.11B) 🟢; UP +10% YoY 🔹 Non-GAAP EPS: $5.50"
X Link 2025-12-10T21:17Z [--] followers, [---] engagements

"PORTFOLIO UPDATE - 11.12.2025 Sold my $BKNG share with 30% gains for $MA even tho it consolidated for the last year.but so did $MA (Which I seem as a bit safer bet) Also bought more $ZETA as planned (averaged up to a 19$ entry price) Bit of cash left for bad times :) MY PORTFOLIO - 04.12.2025 I started a position in $ZETA which I plan to increase upwards to 5% in the following days and weeks (@wealthmatica r u proud) I sold about half of my $GOOG $GOOGL position at about 100% gains to fund some $ADBE (@QualityInvest5 u proud 2) 1/3🧵 https://t.co/xIrs348y99 MY PORTFOLIO - 04.12.2025 I started"
X Link 2025-12-11T15:51Z [--] followers, [---] engagements

"@wealthmatica whats your $ZETA buy-in price average I am sad I dindt get to know about it sooner"
X Link 2025-12-11T15:54Z [--] followers, [---] engagements

"@TheLongInvest I am happy with my position in it. Specially in my size its one of those that I can just keep without thinking about it. Bought it before Buffett and wait for the rerating :)"
X Link 2025-12-11T15:56Z [--] followers, [---] engagements

"@DeepIceValue $FISV 2x hahah @QualityInvest5 maybe you should buy jump back on the train (Putting $FISV AND $ADBE in one bucket is criminal😭)"
X Link 2025-12-11T21:09Z [--] followers, [---] engagements

"@CapexAndChill How big is $MELI in your Portfolio I cant seem to find your portfolio on your acc"
X Link 2025-12-13T12:15Z [--] followers, [---] engagements

"@fiscal_ai I like that But also like the reinvestment in growth like the Semrush acquisition (Pure buybacks are pointless longterm)"
X Link 2025-12-14T15:56Z [--] followers, [---] engagements

"So $ADBE only weakness is paying its employees a good salary These numbers are as solid as a company could have them. (And SBC is still less % of revenue then $META which has 9.%) Probs to @bdinvestingg for the picture"
X Link 2025-12-14T21:13Z [--] followers, [---] engagements

"@chat_SBC You are wrong on both $uber and $adbe. You will see in a year both will be higher than now. But even if not. To say they are univestable lets me really question your knowledge. What is investable if not companies with better moat (see churn rate) and higher growth than markt"
X Link 2025-12-17T10:13Z [--] followers, [---] engagements

"@QualityInvest5 Revenue acceleration projections through: AI and credits upselling semrush acquisition their other segments than the big tools we all know more about data analytics or documents storage data formate moat interview a marketing employee that uses adobe (lynch style irl data)"
X Link 2025-12-17T17:59Z [--] followers, [--] engagements

"@QualityInvest5 Those are just some stuf i am looking into rn there is more topics. Instead of going onto new stocks i want to see how much can i put in adobe. I have 13% cash and would love to use this [--] in a lifetime opportunity"
X Link 2025-12-17T18:01Z [--] followers, [--] engagements

"$ADBE $ZETA and $AMZN are my bets for [----] to outperform"
X Link 2025-12-29T14:25Z [--] followers, [---] engagements

"Is my portfolio recession save With $UNH $MA and $AMZN and $ADBE with $OXY AND $SPGI PORTFOLIO UPDATE - 11.12.2025 Sold my $BKNG share with 30% gains for $MA even tho it consolidated for the last year.but so did $MA (Which I seem as a bit safer bet) Also bought more $ZETA as planned (averaged up to a 19$ entry price) Bit of cash left for bad times :) https://t.co/AMVWe4Ks2L PORTFOLIO UPDATE - 11.12.2025 Sold my $BKNG share with 30% gains for $MA even tho it consolidated for the last year.but so did $MA (Which I seem as a bit safer bet) Also bought more $ZETA as planned (averaged up to a 19$"
X Link 2025-12-29T14:26Z [--] followers, [---] engagements

"@QualityInvest5 Almost tempting to sell a few $ASML shares to buy more $ADBE or $AMZN on day where $ASML is +8% and $ADBE -5%"
X Link 2026-01-02T19:30Z [--] followers, [---] engagements

"My portfolio in 2025: +40% returns Outperformed the S&P [---] (+16.4%) and Nasdaq (+20.4%) by a mile. Active picking pays off - cant wait to make even bigger gains in [----] 💰 $ADBE $AMZN"
X Link 2026-01-04T15:51Z [--] followers, [--] engagements

"Trump: US oil giants to invest billions fixing Venezuela's infrastructure. US Oil Companies 🖨🖨💸💸💸 (I love my $Oxy position here) $CVX $XOM #VenezuelaOil"
X Link 2026-01-04T15:55Z [--] followers, [---] engagements

"Sure no one will ever want to edit anything and big companies wont even give their employees the option too INVERSE CRAMER 🙏🙏📈 $ADBE Jim Cramer: Adobes really in trouble. $ADBE https://t.co/uv0PFuy67A Jim Cramer: Adobes really in trouble. $ADBE https://t.co/uv0PFuy67A"
X Link 2026-01-04T17:12Z [--] followers, [---] engagements

"With Maduro out and Trump pushing US firms to rebuild Venezuela's massive oil reserves $CVX is perfectly positioned to ramp up production fast - already operating there $XOM too. Huge profit potential ahead. #Oil #Venezuela"
X Link 2026-01-04T17:14Z [--] followers, [--] engagements

"$ZETA turning the corner hard: TTM EPS losses shrinking fast from -$3+ in [----] to near zero by late [----]. A PATH TO PROFITABILITY NEVER LOOKED CLEARER 🚀"
X Link 2026-01-04T17:49Z [--] followers, [--] engagements

"$ZETA on such a clear path of profitability in MULTIPLE ways One of the biggest concerns around Zeta Global is quietly resolving. Stock-based compensation is down 57% from [----] highs and dilution is expected to drop to just 3-4% by [----]. A major overhang is lifting. $ZETA https://t.co/uLS8Ne3yzM One of the biggest concerns around Zeta Global is quietly resolving. Stock-based compensation is down 57% from [----] highs and dilution is expected to drop to just 3-4% by [----]. A major overhang is lifting. $ZETA https://t.co/uLS8Ne3yzM"
X Link 2026-01-05T01:03Z [--] followers, [--] engagements

"Usually I never know if smth actually went viral or if its just my algorithm that shows me $ZETA e.g. after I read into it. But even I realized god and the world is posting about $ZETA and how everyone wants to make more research on it @wealthmatica will become famous $ZETA has gone completely viral on Fintwit and rightfully so These fundamentals are disgustingly good for such a cheap stock And it's not like the business lacks in the moat department either $ZETA has gone completely viral on Fintwit and rightfully so These fundamentals are disgustingly good for such a cheap stock And it's not"
X Link 2026-01-05T13:04Z [--] followers, [---] engagements

"Give some to $OXY 😭😭 The United States is poised to take control of Venezuelas oil reserves (303 billion barrels) valued at approximately $17.3 trillion. https://t.co/784qgCrO6V The United States is poised to take control of Venezuelas oil reserves (303 billion barrels) valued at approximately $17.3 trillion. https://t.co/784qgCrO6V"
X Link 2026-01-05T13:21Z [--] followers, [--] engagements

"Insider hope🙏🙏🙏🙏🙏 Give me ( $OXY) that Venezuela Oil Money 💵 $OXY director purchased shares a few weeks before the US removed Maduro from power. The company has been reducing debt and retained earnings have been growing quarter after quarter its time to build more oil wells https://t.co/oNwNTRZ4e8 $OXY director purchased shares a few weeks before the US removed Maduro from power. The company has been reducing debt and retained earnings have been growing quarter after quarter its time to build more oil wells https://t.co/oNwNTRZ4e8"
X Link 2026-01-05T13:29Z [--] followers, [--] engagements

"Just sold another $ASML of my [--] shares I had I sold [--] now. Every 5% I will continue to sell one. And if it dips again one day I buy it back. $ASML just hit fair value IMO https://t.co/hYkhpJaaXy $ASML just hit fair value IMO https://t.co/hYkhpJaaXy"
X Link 2026-01-05T16:50Z [--] followers, [--] engagements

"MASTERCARD $MA 💳 Is always trading at a premium but now it is actually consolidating towards its fair value without its MOAT Premium: A steal🤔💸"
X Link 2026-01-06T15:19Z [--] followers, [---] engagements

"$MA has only dipped so far to touch that line [--] times in the last [--] years"
X Link 2026-01-06T15:21Z [--] followers, [--] engagements

"@wealthmatica @KabraxFX I fear I dont own enough $ZETA 😭"
X Link 2026-01-06T15:23Z [--] followers, [--] engagements

"Comparing P/S (TTM) ratios for these popular growth stocks as of early January 2026: $ZETA: [---] $MNDY: [---] $RBRK: [----] $NOW: [----] $ZETA is so cheap for the same 30% growth"
X Link 2026-01-10T21:45Z [--] followers, [---] engagements

"Whatever new (high growth (often small cap)) company I look into. I come back to my conclusion to buy more $ZETA 4.4x SALES For 30% Growth with a MOAT and STORY Peter lynch said: The best stock to buy is the one you own I agree so much in this case👆 Comparing P/S (TTM) ratios for these popular growth stocks as of early January 2026: $ZETA: [---] $MNDY: [---] $RBRK: [----] $NOW: [----] $ZETA is so cheap for the same 30% growth. Comparing P/S (TTM) ratios for these popular growth stocks as of early January 2026: $ZETA: [---] $MNDY: [---] $RBRK: [----] $NOW: [----] $ZETA is so cheap for the same 30% growth"
X Link 2026-01-10T21:47Z [--] followers, [--] engagements

"Pls give me a $ma and $v dip on monday I want to load my boat with $MA"
X Link 2026-01-10T21:51Z [--] followers, [--] engagements

"That's a big lesson @joecarlsonshow is the master of anti-anchoring bias. He kept buying $GOOGL at $190 I love the raw objectivity (I held) And I should keep buying $ZETA at 23$ Eventho I bought last month for 18$ Still undervalued & my mistake for not buying more at first @wealthmatica I want to aswell but anchoring bias hits when the stock jumped 30% in a few weeks 😭 I have to discipline myself to buy more @wealthmatica I want to aswell but anchoring bias hits when the stock jumped 30% in a few weeks 😭 I have to discipline myself to buy more"
X Link 2026-01-11T12:03Z [--] followers, [---] engagements

"@joecarlsonshow Buying more $MA as soon as it dipps🙏"
X Link 2026-01-11T17:34Z [--] followers, [---] engagements

"I want to buy $now but I dont want to sell anythingand I want to keep my cash for a dip Also $ADBE and $ZETA are good deals too I see equal upside for all of them in the next 12-18 months"
X Link 2026-01-15T12:37Z [--] followers, [---] engagements

"$ASML is one of the Nr. [--] Monopoly MOAT stocks. I love it and i got about 23% of my Portfolio in it. But like $GOOGL I have to trim a few shares. Again I sold [--] of my initial [--] shares. Its not cheap anymore. Not undervalued. And has now 10-15% CAGR ahead. I will keep most"
X Link 2026-01-15T13:39Z [--] followers, [--] engagements

"@QualityInvest5 Just bought [--] little shares of $now as a starterposition and [--] $CSU Just bc it feels soooo anti-cyclical to by them now. Saas is indeed not dead and wont be. I believe AI will be a Tailwind for most of these names"
X Link 2026-01-15T18:45Z [--] followers, [---] engagements

"Exactly. The Great Saas Selloff of [----] Switching from License-per-Seat to Pay-for-Usage as a business model will be like switching from pay-once-for-life to subscriptions. Saas will dominate [----] Initial thoughts looking into $NOW during the great SaaS sell-off of [----]. The seat-count bear thesis that is driving the latest [----] SaaS weakness misprices the agentic transition. While the market fears AI-driven headcount compression ServiceNows Pro Plus execution Initial thoughts looking into $NOW during the great SaaS sell-off of [----]. The seat-count bear thesis that is driving the latest 2026"
X Link 2026-01-16T16:33Z [--] followers, [---] engagements

"$ASML $NVDA $TSMC and others are dominating in the AI-Wave and SAAS suffers $ADBE $CRM $NOW $CSU $CSU.TO Selling AI (infrastructure) now and buying SAAS (AI users and endpoints) is by definitely COUNTER-Cyclical investing Change my Mind. Exactly. The Great Saas Selloff of [----] Switching from License-per-Seat to Pay-for-Usage as a business model will be like switching from pay-once-for-life to subscriptions. Saas will dominate [----] Exactly. The Great Saas Selloff of [----] Switching from License-per-Seat to Pay-for-Usage as a business model will be like switching from pay-once-for-life to"
X Link 2026-01-16T16:37Z [--] followers, [---] engagements

"I am 100% in the green on $ASML and still own 90% of my shares. But might sell soon to buy more $ADBE $ZETA $NOW"
X Link 2026-01-16T16:38Z [--] followers, [---] engagements

"@theoutsider090 I believe I might sell 10% soon and might sell another 10% if it goes up again 10%. I would love the hold the stock for many years AND I hate to pay taxes on gains. But seem like most of $ASML short term potential just has materialized in the last [--] months already"
X Link 2026-01-16T17:02Z [--] followers, [--] engagements

"@faloJC2 Love your Portfolio. Adding $NOW next week to mine If both trend continues I might sell some $ASML gains for it"
X Link 2026-01-17T00:53Z [--] followers, [---] engagements

"@PronkDaniel I disagree a bit. $ADBE and $NOW for example also benefit from AI. By charging now not per seat but per usage through Credits. Ultimately a transformation from subscription to per usage which could benefit them. And $ADBE usage could benefit from explotion in generating content"
X Link 2026-01-26T17:03Z [--] followers, [----] engagements

"@PronkDaniel 90% of revenue are companies. They wont take the ABILITY to edit generated content away from employees to save 1% of marketing budgets and risk 10% efficiency decreases. $ADBE has so many apps and usecases. They have Integrated ALL latest LLMs inside & buy the AI-credits in bulk"
X Link 2026-01-26T17:09Z [--] followers, [---] engagements

"PORTFOLIO UPDATE - 05.01.2026 Bought more: $MA $AMZN and tiny bit of $ADBE Sold [--] tiny shares of $ASML (up 70% now) Thinking about concentrating my portfolio by selling $UNH and putting it into $MA 🤔 What do you think 💭 PORTFOLIO UPDATE - 11.12.2025 Sold my $BKNG share with 30% gains for $MA even tho it consolidated for the last year.but so did $MA (Which I seem as a bit safer bet) Also bought more $ZETA as planned (averaged up to a 19$ entry price) Bit of cash left for bad times :) https://t.co/AMVWe4Ks2L PORTFOLIO UPDATE - 11.12.2025 Sold my $BKNG share with 30% gains for $MA even tho it"
X Link 2026-01-05T12:57Z [--] followers, [---] engagements

"Watchlist: $BN $UBER $NETFLIX $MELI"
X Link 2026-01-05T12:59Z [--] followers, [---] engagements

"I like $EFX Equifax here. And buying smth cheaper than @joecarlsonshow always feels like a blessing (kind of like with Warren Buffet haha)"
X Link 2026-01-06T15:13Z [--] followers, [---] engagements

"PORTFOLIO UPDATE - 27.01.2026 Sold my $UNH before the big drop today at -1% after holding for 6M. Thought recovery would be more predictable Sold another $ASML share Bought more $ADBE $MA AND $ZETA Holding now more CASH too 8% Plan to build $NOW or just more $MA and $ZETA PORTFOLIO UPDATE - 05.01.2026 Bought more: $MA $AMZN and tiny bit of $ADBE Sold [--] tiny shares of $ASML (up 70% now) Thinking about concentrating my portfolio by selling $UNH and putting it into $MA 🤔 What do you think 💭 https://t.co/jjAxDbyMG2 PORTFOLIO UPDATE - 05.01.2026 Bought more: $MA $AMZN and tiny bit of $ADBE Sold"
X Link 2026-01-27T15:02Z [--] followers, [---] engagements

"@QualityInvest5 I know you dont like me selling $ASML yet but the switch for $MA seems reasonable no I thought about buying $UBER or $NFLX but honestly $ZETA just seems so convincing and attractiveAND I wanna buy $NOW so bad I hope it falls more 🤞"
X Link 2026-01-27T15:05Z [--] followers, [---] engagements

"@QualityInvest5 What would be your max position size I wouldnt mind getting it to 15% actually (See my newest portfolio update pinned on my acc)"
X Link 2026-01-27T16:40Z [--] followers, [---] engagements

"@tilmancompounds @AverageDipBuyer So cute hahaha Sparkassen App with [--] share managing this position Lets be real $ASML had lots of potential when you and me bought and obviously 100% gains of that potential is materialized now already. I had [--] shares and trimmed [--] more to [--] this morning. Cyclical business"
X Link 2026-01-28T12:35Z [--] followers, [---] engagements

"@AverageDipBuyer It might be a bit overvalued but shorting a quality business a monopoly is crazy. Why not short 95% of the lower quality stocks in the market You will find even more overvalued stuff there"
X Link 2026-01-28T12:37Z [--] followers, [---] engagements

"@tilmancompounds I like it How much gains is $NBIS on Probably a lot What do you think about mine Similar investmenting thesis i would say"
X Link 2026-01-28T14:04Z [--] followers, [--] engagements

"@tilmancompounds $SPGI I bought a bit early toobut its decent size so i just keep it and let it sit bc its a nobrainer. $GOOGL i also made 100% after i bought in april and sold half my position around few weeks ago $ZETA is a amazing stock Just before profitability and low p/s for 30% growth"
X Link 2026-01-28T14:28Z [--] followers, [---] engagements

"Happy to announce i bought $META this morning 4% position in one buy (+10% ah) And just increased my $NOW position after hours (-66% ah)"
X Link 2026-01-28T21:46Z [--] followers, [---] engagements

"Mastercard $MA Reports Earnings: EPS: $4.76 v $4.24 ✅ Revenue: $8.8bn v $8.78bn ✅ NOW lets see them debunk all worries in the earnings call 📞"
X Link 2026-01-29T13:06Z [--] followers, [--] engagements

"Just bought another [--] shares $NOW It could fall 20% more But with a forward P/S of [--] I dont see it falling more. At some point it gets ridiculous (But thats the market sometimes) $NOW is in a freefall. I will buy more. I want it to be a 15% -20% Position. The more it falls the more I will buy Now its just about timing the entries to maximize my return $NOW is in a freefall. I will buy more. I want it to be a 15% -20% Position. The more it falls the more I will buy Now its just about timing the entries to maximize my return"
X Link 2026-01-29T13:10Z [--] followers, [---] engagements

"I would be willing to sell $SPGI $VIT.B and $META through the next months to buy more $NOW if it drops more"
X Link 2026-01-29T14:11Z [--] followers, [--] engagements

"@joecarlsonshow When would you buy $NOW Its getting ridiculous attractive at [--] P/S forward with 20%+ growth and AI tailwind to come"
X Link 2026-01-29T16:54Z [--] followers, [----] engagements

"Optimization potential. You buy it now and when they fix SBC it gets more attractive- higher evaluated Easy catalyst. Already moving in right direction $NOW $NOW looks compelling here but the level of stock based compensation is hard to ignore and meaningfully dilutes the story. 🌹 $NOW looks compelling here but the level of stock based compensation is hard to ignore and meaningfully dilutes the story. 🌹"
X Link 2026-01-30T18:55Z [--] followers, [---] engagements

"@JPXiiilxxv @QualityInvest5 @grok what app does he use for the earnings call Can you identify"
X Link 2026-01-31T17:39Z [--] followers, [---] engagements

"I am SO bullish on AI usage-based monetizing $now Also for $ADBE e.x. I got mixed feelings on this $NOW call 1) I love how bullish they seem on usage-based monetization of their AI 2) I dont like how loud they are about buying their stock and being invested in their journey blah blah Focus on the business dont advertise your stock IMHO 🤷♂ https://t.co/lYl9HIJ1sd I got mixed feelings on this $NOW call 1) I love how bullish they seem on usage-based monetization of their AI 2) I dont like how loud they are about buying their stock and being invested in their journey blah blah Focus on the"
X Link 2026-01-31T17:40Z [--] followers, [----] engagements

"My words. Oh software becomes easier to make now Guess who will profit of that THE SOFTWARE Companies that sell it. But somehow people believe hairdressers and plumbers will start coding their own tax software $CSU $ADBE $INTU $NOW $CRM Why is it not obvious that AI should be a tailwind for most enterprise software vendors Why is it not obvious that AI should be a tailwind for most enterprise software vendors"
X Link 2026-01-31T18:17Z [--] followers, [---] engagements

"@WillBiddy_ Wow our portfolios look more and more alike hahah"
X Link 2026-02-01T13:01Z [--] followers, [---] engagements

"@WillBiddy_ Thank you. I had double the $GOOG and more $ASML too but sold some after gains"
X Link 2026-02-01T14:06Z [--] followers, [--] engagements

"@QualityInvest5 Even $SPGI down 8% Like a crash but only for a part of the markt that gets NUKED"
X Link 2026-02-03T15:54Z [--] followers, [----] engagements

"@QualityInvest5 What are you buying now $NOW $FICO $ADBE You have too on a crash like that"
X Link 2026-02-03T16:12Z [--] followers, [---] engagements

"Daddy of AI literally said $NOW wont be threatened by AI. Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT"
X Link 2026-02-04T16:27Z [--] followers, [--] engagements

"I love these cross connecting conclusions on bullcases for other companies haha fun and often truly precise $Zeta $GOOGL $meta $GOOGL search re-accelerated $AMZN advertising ALSO re-accelerated $META re-accelerated AND guided for 30% growth in Q1 Soo. $ZETA's gonna print 😆 https://t.co/tEnUZtXL7Q $GOOGL search re-accelerated $AMZN advertising ALSO re-accelerated $META re-accelerated AND guided for 30% growth in Q1 Soo. $ZETA's gonna print 😆 https://t.co/tEnUZtXL7Q"
X Link 2026-02-07T18:20Z [--] followers, [---] engagements

"@QualityInvest5 How much are you willing to put in $Now I would make it a 15% position why not"
X Link 2026-02-07T20:56Z [--] followers, [---] engagements

"@GT97322191 @QualityInvest5 Nah bro hahaha $ADBE is in the same selloff as $now. You would rather rotate out of $ASML realizing gains type shit like he and me did with $GOOGL for $ADBE switch"
X Link 2026-02-08T03:15Z [--] followers, [---] engagements

"ROTATING out of $ASML ❌ I love $ASML but even after selling a bit at 100% profits now its still big in my portfolio WHILE Big Tech $META $MSFT $AMZN are trading wayyy cheaper and grow faster $ASML money - $META $MSFT My Cash - $NOW Is big tech a superior opportunity"
X Link 2026-02-09T23:12Z [--] followers, [--] engagements

"I try to continue to take advantage of the selloff while keeping some cash and position between opportunities and MOATs. Switching $ASML for $META and $SPGI seems fair I like to have a oil hedge but selling $OXY (like eventually $VIT.B) for consolidation reasons does sound juicy"
X Link 2026-02-10T15:07Z [--] followers, [--] engagements

"@QualityInvest5 HOWW Wow you really timed that exact bottom I am still down 7% :( Wanted to add more this morning but was to busy buying $META and $SPGI"
X Link 2026-02-10T16:05Z [--] followers, [---] engagements

"Obviously can $SPGI make their products better with AI quicker before anyone can pullout a new S&P WITH newest technology. Same goes for $ADBE $NOW and so onAI is SAAS TAILWIND @JackFarley96 Doesn't it all come down to if S&P can disrupt itself faster than the market can As far as data collection and indice building AI will surely be superior. Time will tell but for now they lost round [--]. @JackFarley96 Doesn't it all come down to if S&P can disrupt itself faster than the market can As far as data collection and indice building AI will surely be superior. Time will tell but for now they lost"
X Link 2026-02-11T02:03Z [--] followers, [---] engagements

"@WideMoatCzar @WillBiddy_ Thats bullshit. You think the video editing industry wont benefit from more videos and picture beeing created All big companies like cola will be just AI slopping their Ads they spent millions on"
X Link 2026-02-12T12:08Z [--] followers, [--] engagements

"So people believe the video editing industry wont benefit from more videos and picture beeing created All big companies like cola will be just AI slopping their Ads they spent millions on $ADBE"
X Link 2026-02-12T12:11Z [--] followers, [--] engagements

"PORTFOLIO UPDATE - 10.02.2026 I sold [--] more shares of $ASML (I want to keep half like $GOOGL) to buy $META I bought [--] more shares of $SPGI in premarket (up 14% on that already lol) Thinking of selling more $ASML Desperately want to buy more $NOW sadly up 4% already today PORTFOLIO UPDATE - 27.01.2026 Sold my $UNH before the big drop today at -1% after holding for 6M. Thought recovery would be more predictable Sold another $ASML share Bought more $ADBE $MA AND $ZETA Holding now more CASH too 8% Plan to build $NOW or just more $MA and $ZETA https://t.co/ooPqzoEkjI PORTFOLIO UPDATE - 27.01.2026"
X Link 2026-02-10T15:04Z [--] followers, [---] engagements

"@BDE2021 @QualityInvest5 Lmaooo price drives sentiment 10x. You use stock price as an argument Pls $ZETA growth guidance got raised. They expect to grow faster and faster and they will bc they return [--] to customer per [--] spent. Thats why"
X Link 2026-02-15T20:09Z [--] followers, [---] engagements

"@BDE2021 @QualityInvest5 Yes Ok and I would say lets just wait a year and we will see exactly how fundamentals developed lol If you want you can post their chart a 3rd time as an answer to this if thats pleased you hahaha"
X Link 2026-02-15T20:53Z [--] followers, [--] engagements

"@BDE2021 @wealthmatica @QualityInvest5 Hahahhahahahahhaha you have to be trolling Jesus christ stop embarrassing yourself Even if you would be right and Zeta would go to [--] tomorrow That shit is cringe af Post the chart a 6th time pls and refer to random technical supports again 😂"
X Link 2026-02-15T21:17Z [--] followers, [--] engagements

"@BDE2021 I am fine. Still beating the Market by about double since [----]. Closed [----] with more than 35%+ Zeta I am actually only down like 8%. Thats a one day move literally Very happy with my portfolio and gains. What does yours look like Mr intransparent Zeta hater lol"
X Link 2026-02-15T21:48Z [--] followers, [--] engagements

"@BDE2021 @wealthmatica @QualityInvest5 What So you admitted fundamentals and product is great So you admit its unjustified to go down and therefore will catch up and be a good buy You literally said it yourself Market can be irrational for a long time. Short term = voting machine longterm=weighting machine"
X Link 2026-02-15T21:54Z [--] followers, [--] engagements

"@BDE2021 $AMZN i am still 30% in the green. All others are new positions that i am actively buying into this dip with my gains from $ASML and $GOOGL that i am taking now after 100%+ profit on both Made up 45% of my portfolio at peak together lol"
X Link 2026-02-16T01:07Z [--] followers, [---] engagements

"@BDE2021 And Hahahah no one will ever have a portfolio that is ALWAYS green buffet.lynch.no one. Wdym You seem to have [-------] idea how stocks work 😂 Longterm results count and i have amazing track record (I sold oxy for +10% bought Meta and SPGI which both is the green for me)"
X Link 2026-02-16T11:31Z [--] followers, [--] engagements

"@BDE2021 No wonder you dont show your Portfolio if you think (in February) beeing red YTD is bad lmaooo you dont have the stomach for investing kiddo Stick with the SPY and lets the adults beat the market that dont cry when something turns red"
X Link 2026-02-16T11:32Z [--] followers, [--] engagements

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