@Mindset4Money_X Mindset for Money, CPA
Constellation Software ($csu.to) is being highlighted as an obvious buy by several investors, with one user stating it's the greatest compounder in Canadian history. The company's free cash flow and growth prospects are being praised, with some investors adding it to their portfolios. It's now 9% of one investor's portfolio, and they plan to halt buying for now.
Engagements: [-------] #
- [--] Week [---------] +397%
- [--] Month [---------] +41%
- [--] Months [----------] +95%
Mentions: [--] #
- [--] Week [---] +12%
- [--] Month [---] +55%
- [--] Months [-----] -18%
Followers: [------] #
- [--] Week [------] +1.90%
- [--] Month [------] +3.10%
- [--] Months [------] +60%
CreatorRank: [------] #
Social Influence
Social category influence finance #1410 stocks #999 technology brands 32.86% cryptocurrencies 10% social networks 2.14% financial services 0.71%
Social topic influence $csuto #18, $csu #18, ai 10%, meta 8.57%, $amzn #135, $meta #122, $googl 7.14%, $uber #359, business 5%, the most 5%
Top accounts mentioned or mentioned by @grok @thewiseic @newcomerinvest @widemoatczar @tacticzh @qualityinvest5 @varunv_malhotra @windycityjump23 @hatedmoats @gvdinvestor @riskoff @wealthmatica @amitisinvesting @sojustfollowme @dissectmarkets @v10kingsnake @fnbuitenhuis88 @reddevi52539977 @financejack44 @whydontyousell
Top assets mentioned Amazon.com, Inc. (AMZN) Metadium (META) Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) ZetaChain (ZETA) Dave Inc. (DAVE) Hims & Hers Health, Inc. (HIMS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Brookfield Corporation (BN) The Root Network (ROOT) Palantir Technologies Inc. (PLTR) DLocal Limited (DLO) Advanced Micro Devices (AMD) Microsoft Corp. (MSFT) Zeta Global Holdings Corp. (ZETA) Novo-Nordisk (NVO) TransMedics Group, Inc. Common Stock (TMDX) Shopify Inc (SHOP) Arista Networks Inc (ANET) Axon Enterprise, Inc. (AXON) Shift4 Payments, Inc. (FOUR) 4 (FOUR) Duolingo, Inc. (DUOL) Lemonade, Inc. (LMND) PayPal Holdings Inc (PYPL) Eli Lilly and Company (LLY) Micron Technology, Inc. (MU) Meta Platforms, Inc. (META) Robinhood Markets, Inc. (HOOD) Datadog Inc (DDOG) Adobe, Inc. (ADBE) Grab Holdings Limited Class A Ordinary Shares (GRAB) ServiceNow Inc (NOW) Now Coin (NOW) Toast, Inc. (TOST) UnitedHealth Group (UNH)
Top Social Posts
Top posts by engagements in the last [--] hours
"Fundamentals Price Action. Eventually the stock will follow fundamentals. Here are [--] companies where business performance has outpaced market cap growth over the last [--] years: [--]. $ADBE - Adobe Inc Cashflows growing. while the share price goes the other way. https://twitter.com/i/web/status/2021675495885312408 https://twitter.com/i/web/status/2021675495885312408"
X Link 2026-02-11T19:59Z 26.5K followers, 147.4K engagements
"If operating leverage data was an art piece: $GRAB"
X Link 2026-02-12T02:19Z 26.5K followers, 53.8K engagements
"12. $NOW - ServiceNow Inc https://twitter.com/i/web/status/2021675529296912871 https://twitter.com/i/web/status/2021675529296912871"
X Link 2026-02-11T19:59Z 26.5K followers, 13.3K engagements
"Turns out buying the picks and shovels during an AI gold rush is a fantastic play. Who would've thought $ANET"
X Link 2026-02-13T13:43Z 26.5K followers, [----] engagements
"BUT WHYY $UBER"
X Link 2026-02-13T16:16Z 26.5K followers, 86.8K engagements
"$AMZN in [----] vs $AMZN in 2026"
X Link 2026-02-14T14:24Z 26.5K followers, 24.7K engagements
"Business models I've studied that possess the MOST FUTURE POTENTIAL and WHY: $HIMS Hims & Hers Health They're turning awkward health issues into high-margin subscriptions by owning the brand the funnel and the full customer experience. $AXON Axon Enterprise Theyve quietly built a recurring revenue machine with products police departments are required to use and nobody else can match their ecosystem. $UBER Uber Technologies They already dominate rides and food but the real opportunity is logistics where theyre becoming the default infrastructure for moving anything. $ASTS AST SpaceMobile If"
X Link 2025-05-28T20:27Z 26.4K followers, 22.6K engagements
"2/ $TOST Toast Toast offers a vertically integrated platform for restaurants bundling hardware POS software and payment processing into a single ecosystem. This creates high switching costs and gives Toast room to grow by upselling new high margin software over time. I'm interested in this one"
X Link 2025-07-08T18:31Z 26K followers, 24.4K engagements
"3/ $DLO DLocal Limited DLocal is a key payment infrastructure provider for emerging markets enabling global merchants to accept hundreds of local payment methods through a single API. They deal with massive vendors who want to access untapped geography. Its growth is tied to rising ecommerce in developing countries. TPV continues to climb though its take rate is gradually declining. https://twitter.com/i/web/status/1942652869456560627 https://twitter.com/i/web/status/1942652869456560627"
X Link 2025-07-08T18:31Z 26K followers, 23.4K engagements
"Alright I have [--] companies that have IMPROVED THEIR FINANCIALS over the last few years but the stock price has NOT MOVED OR IS CHEAPER. Whether they were OVERVALUED BEFORE or UNDERVALUED NOW is up to you: 1/ $UNH Buffett bought the stock and it just had its first major rally in months. This could be the momentum push it needed. Margins are down but this should revert once the cycle plays out. It generates $25B in annual free cash flow up from $20B in [----] at a multiple of 11x. Its the largest insurer in the worlds largest economy"
X Link 2025-08-19T16:33Z 26.5K followers, 120.3K engagements
"Shift4 Payments could be the most obvious 2x in payments right now. Free cash flow is set to nearly triple by [----] but the market still values it like a slow grower. This setup feels like a great opportunity. Heres my $FOUR deep dive 👇🧵"
X Link 2025-08-26T20:08Z 26K followers, 37.1K engagements
"Guess who got laid off today and no it wasn't because of my addiction to X lol Moments like this really remind you how important it is to save your money. Getting laid off is never easy but Im in a comfortable position. I dont need to panic or jump at the first opportunity that comes my way. Please save for a rainy day. You never know what can happen. I had great performance and a strong rapport with senior management but the company was acquired and it was out of our control. These things happen. How well you prepare yourself determines how much it affects you. Luckily the acquisition"
X Link 2025-10-24T15:21Z 26.5K followers, 156.8K engagements
"If you believe Constellation Software can continue to expand its cashflow per share. Its such a rare opportunity. $CSU $CSU.TO"
X Link 2025-10-26T15:49Z 26K followers, 26.1K engagements
"Dont let EPS drop concern you. It was a one time $16B non cash tax expense. $META business is pouring in cash"
X Link 2025-10-29T20:36Z 26.5K followers, 48.3K engagements
"Insiders at Constellation Software have done only one thing since July. BUY And theres only one reason people buy a stock. $CSU $CSU.TO"
X Link 2025-11-10T20:25Z 26K followers, 24.4K engagements
"Be greedy when others are fearful You know which stock Im talking about 😏"
X Link 2025-11-11T14:45Z 26.5K followers, 117.8K engagements
"Nov [--] [----] - PORTFOLIO UPDATE New Position: $NBIS Increased Position: $CSU.TO $BN $DAVE $ROOT $AMZN $DLO Trimmed Position: $ASML $AMD $GOOG Sold Position: $GAMB This is likely my most active update yet the last week or so has been busy. I took advantage of the dip this week to add to the five positions listed above in order of highest allocation. I also used the dip to finally start a position in $NBIS. While the market might not agree right now I think this companys outlook is far more positive in the near future than the contrary. At a valuation of about $22B when I bought I wanted to make"
X Link 2025-11-15T19:12Z 26K followers, 32.3K engagements
"The most overlooked investing opportunity created by AI $CSU.TO $CSU"
X Link 2025-12-12T19:34Z 26K followers, 30.4K engagements
"3. Brookfield Corp / $BN The market spent much of [----] focused on Brookfields commercial real estate exposure when the more important story was the companys pivot toward wealth solutions and AI infrastructure. There are several growth tailwinds worth highlighting for the coming year. The acquisition of Just Group is expected to close in the first half of [----]. This will add approximately $40B in insurance assets and effectively double the earnings power of the wealth solutions segment with earnings projected to reach $5.5B by [----]. The asset management business is beginning to benefit from"
X Link 2026-01-05T17:09Z 26.5K followers, 14.7K engagements
"Its the start of [----] and these are the small caps where I think the real opportunity still lives. These companies are disrupting their industries scaling efficiently and executing better than the market gives them credit for. Here are my small cap picks for 2026🧵: [--]. Zeta Global / $ZETA While its a new FinX fav Zeta was one of my favorite small cap plays in [----] and it paid off. If you followed my buys that year theyre up 43% today. I dont think the story is over. Zeta is showing the operating momentum we outlined in the original thesis. Operating leverage is improving customers are"
X Link 2026-01-08T19:00Z 26K followers, 20.3K engagements
"3. Root Inc / $ROOT Root has been a tough stock to hold lately. Its been a wild ride but if you strip away the noise and focus on the business I think its setting up well for [----]. The biggest concern right now is growth. The valuation reset makes sense given the slowdown in policy counts. That said Root is leaning into two industry shifts that I think can drive margin expansion and eventually reaccelerate growth. The first is the fact that their model is AI driven and should lead to continued efficiencies this one is well known. The second shift and what I think matters more going into 2026"
X Link 2026-01-08T19:00Z 26K followers, [----] engagements
"Im not sure how someone wouldn't find $CSU.TO attractive at these levels"
X Link 2026-01-10T15:21Z 26K followers, 15K engagements
"Some thoughts on $CSU.TO as we reach these JUICY levels: Software is one of the smallest expense items for most companies. To justify incremental CAPEX on better software (including AI) the ROI must be material at the income statement level. The software $CSU owns is highly niche and backed by teams with years of domain experience. These teams are often consulted by customers on industry and operational changes not just product usage. The TAM for VMS businesses is small and the end markets are boring by design. If AI were to meaningfully replace legacy software these would likely be among the"
X Link 2026-01-15T15:13Z 26K followers, 70.1K engagements
"What does RBC see in $CSU.TO $CSU that the rest of the market does not 90% upside from here with that target. Some thoughts on $CSU.TO as we reach these JUICY levels: Software is one of the smallest expense items for most companies. To justify incremental CAPEX on better software (including AI) the ROI must be material at the income statement level. The software $CSU owns is https://t.co/0cOoT4AddC Some thoughts on $CSU.TO as we reach these JUICY levels: Software is one of the smallest expense items for most companies. To justify incremental CAPEX on better software (including AI) the ROI"
X Link 2026-01-15T19:53Z 26K followers, 17.5K engagements
"I think I can top this one. Snapchat since IPO: Revenue: +1020% Market Cap: -33% $SNAP Duolingo since IPO: Revenue: +364% Stock Price: +12% $DUOL https://t.co/DqhzqEXZc7 Duolingo since IPO: Revenue: +364% Stock Price: +12% $DUOL https://t.co/DqhzqEXZc7"
X Link 2026-01-16T17:46Z 26K followers, 11.9K engagements
"Me waiting for $CSU $CSU.TO to stop selling 😂"
X Link 2026-01-20T16:32Z 26K followers, 11.1K engagements
"Sentiment presents opportunity. Ignore the noise. $CSU $CSU.TO"
X Link 2026-01-22T14:58Z 26K followers, [----] engagements
"Today $LMND is 7x the market cap of $ROOT One of these has already solved the harder problem in insurance. Just saying 😉"
X Link 2026-01-22T23:18Z 26.5K followers, [----] engagements
"Just when you think $CSU $CSU.TO is starting to rebound"
X Link 2026-01-27T20:40Z 26K followers, [----] engagements
"$ADP keeps doing what it does best: compounding. Another Q4 double beat as usual. Not bad for a forward P/FCF of 20x 👀"
X Link 2026-01-28T12:28Z 26.2K followers, [----] engagements
"This mystery company is down 47% over the last [--] months. It now trades at a 6.5% cash flow yield. Would that be appealing to you considering their revenue chart below"
X Link 2026-01-29T15:40Z 26K followers, 23.4K engagements
"Over time companies track cashflows. $MSFT will be no different"
X Link 2026-01-30T12:54Z 26K followers, 98K engagements
"$V CFO "Across our volume both discretionary and non-discretionary spend remained strong." $MA CEO ""We see a truly savvy and intentional consumer. They're using their loyalty programs their data to kind of spend on what they want to spend on anyway." Consumer spending is healthy The economy is doing much better than headlines lead you to believe. https://twitter.com/i/web/status/2017223701238780194 https://twitter.com/i/web/status/2017223701238780194"
X Link 2026-01-30T13:09Z 26K followers, 12.5K engagements
"Current valuation read on my portfolio: Dirt cheap: $DAVE Cheap: $CSU $ROOT $NVO Great value looking forward: $NBIS $ZETA $META $DLO $UBER $BN $AMZN Expensive quality company: $ASML $GOOGL Expensive but very capable of beating expectations: $AMD https://twitter.com/i/web/status/2017260247925063912 https://twitter.com/i/web/status/2017260247925063912"
X Link 2026-01-30T15:34Z 26.5K followers, 16.7K engagements
""Surely this $CSU $CSU.TO sell off will end soon" The selloff:"
X Link 2026-01-30T16:26Z 26K followers, [----] engagements
"Revenue reaccelerating while margins are expanding. and yet no one wants it 🤷♂ $DAVE"
X Link 2026-01-31T15:00Z 26K followers, [----] engagements
"Me after recommending $CSU $CSU.TO to my family at $3000 CAD 😂 Me after recommending Bitcoin to my family at $126000 https://t.co/sr8wNwnxHk Me after recommending Bitcoin to my family at $126000 https://t.co/sr8wNwnxHk"
X Link 2026-02-02T14:51Z 26K followers, [----] engagements
"Holy shit $PLTR"
X Link 2026-02-02T21:24Z 26K followers, 15.2K engagements
"Record revenue and EPS at Painpal. but will the share price ever follow $PYPL"
X Link 2026-02-03T13:13Z 26K followers, 10.9K engagements
"$PYPL is going to shock the world in PAIN"
X Link 2026-02-03T13:32Z 26K followers, [----] engagements
"All Im asking for is a [--] day break at this point Meet Crash-stellation Suckware everyone $CSU $CSU.TO"
X Link 2026-02-03T14:41Z 26K followers, 27.1K engagements
"F*** it Captain never abandons a sinking ship $CSU $CSU.TO All Im asking for is a [--] day break at this point Meet Crash-stellation Suckware everyone $CSU $CSU.TO https://t.co/PGZ5Yx8VT3 All Im asking for is a [--] day break at this point Meet Crash-stellation Suckware everyone $CSU $CSU.TO https://t.co/PGZ5Yx8VT3"
X Link 2026-02-03T15:11Z 26K followers, 12.8K engagements
"$AMD thesis playing out beautifully. First $5B quarter in Data center revenue and they beat that threshold handsomely. Company triple beat too btw 😏"
X Link 2026-02-03T21:24Z 26K followers, [----] engagements
"This cycle is going to PRIIIIIIIINT 🤑 $AMD"
X Link 2026-02-03T21:29Z 26.4K followers, [----] engagements
"The EPS miss was driven by a one time investment charge. Strip that out and the underlying business looks even better. The real story is operating cash flow and its growing beautifully at $UBER"
X Link 2026-02-04T12:38Z 26.5K followers, [----] engagements
"Dara Khosrowshahi became the CEO of $UBER in August [----]. My god does a world class hire do wonders for a business. We are invested in management at the end of the day :)"
X Link 2026-02-04T12:46Z 26.4K followers, [----] engagements
"MY THOUGHTS ON $NVO EARNINGS AND MANAGEMENT GUIDANCE: I was never expecting the Wegovy pill to dominate the Q1 [----] guidance as they are still in the rollout phase. Recent reports on demand are better than expected so there is a possibility that NVO has a strong second half of [----]. That is essentially what you are betting on if you still hold the stock. Objectively if we look at how they have handled previous launches they tend to start strong and then dwindle as management fails to sustain execution. The fact that they have just replaced the heads of both U.S. Operations and Product"
X Link 2026-02-04T14:45Z 26.5K followers, 13.5K engagements
"With the way things are going $GOOGL could report that theyve created god today and it will still be down AH. Thats the kind of market were in right now"
X Link 2026-02-04T18:01Z 26.4K followers, 16.8K engagements
"I havent shared a $CSU $CSU.TO screenshot today bc I dont want to curse it but fuck yes keep climbing"
X Link 2026-02-04T20:39Z 26K followers, [----] engagements
"The entire world is investing in OpenAI and they are still going to lose to Google. lol $GOOGL $GOOG"
X Link 2026-02-04T22:29Z 26.1K followers, 16K engagements
"Chart of the year btw $GOOGL"
X Link 2026-02-05T17:01Z 26.5K followers, [----] engagements
"How $META under $700 lookin at me rn:"
X Link 2026-02-05T18:45Z 26K followers, 23K engagements
"That [--] penny will collapse the economy 😂 $AMZN"
X Link 2026-02-05T21:04Z 26K followers, 75.8K engagements
"Not that anyone cares but $DAVE just reported INCREDIBLE preliminary Q4 results. - They beat Q4 revenue guidance by 6% +62% YoY - They beat Q4 EBITDA guidance by 16% +118% YoY - Delinquency rate of 1.95%-2% - AMAZING - MGMT ALSO SAID 10% CC CAP IS A TAILWIND BULLISH"
X Link 2026-02-05T21:31Z 26.4K followers, [----] engagements
"I guess it could be worse you dont feel much when you know what you own tbh. I am getting a nice cheque next Friday wish I had it today to BUY MORE"
X Link 2026-02-06T14:19Z 26.5K followers, [----] engagements
"Nearly $360B this year in spend for hyperscalers Crazy part is next year is expected to be around $660B and they already smashed their own estimates in [----] 😲 $META $GOOGL $AMZN $MSFT"
X Link 2026-02-06T14:46Z 26.5K followers, [----] engagements
"Just came across this article today on $DAVE Incredibly detailed while still easy to read If youre interested in the company I highly recommend giving it a read. It answers nearly every question Ive seen on this app Hats off to @BarnieTaintpipe definitely deserves a follow https://t.co/L8egz0O009 https://t.co/L8egz0O009"
X Link 2026-02-06T16:45Z 26K followers, [----] engagements
"Folks I dont follow many people on here but @TheWiseIC is definitely worth being one of them. Highly recommend if youre looking for sound risk-aware investment takes and solid research. Plus hes an $UBER bull so you already know hes thinking straight 😏 @WideMoatCzar pointed out that I am [--] followers away from [----] followers. To be honest I started this page as a joke to upset a lot of buy the dip bros and just outright call people out on their bull shit. Glad to see people enjoy my takes at times and my rants. ❤ @WideMoatCzar pointed out that I am [--] followers away from [----] followers. To be"
X Link 2026-02-06T21:54Z 26K followers, [----] engagements
"Management is everything. You could have the best ship in the world but the wrong captain can still crash it. I apologize if you followed my thoughts on this investment thesis and held after I sold. I shared a post every time I trimmed and when I fully exited but regardless were all here to make $$ Have a great weekend everyone"
X Link 2026-02-06T23:05Z 26K followers, 11.7K engagements
"@EndicottInvests There goes the HIMS management are [--] steps ahead argument"
X Link 2026-02-07T22:39Z 26K followers, [----] engagements
"Tacticz dropped a GREAT deep dive in $CSU $CSU.TO Go check it out Here it is My 10.000+ words Constellation Software Deep Dive. $CSU is on one of it's biggest drawdowns ever. Before today it never experienced a drawdown over 20% but now it's down over 50% from it's all-time high. Whether you like CSU or not. I think it's a perfect https://t.co/a141N6kxcM Here it is My 10.000+ words Constellation Software Deep Dive. $CSU is on one of it's biggest drawdowns ever. Before today it never experienced a drawdown over 20% but now it's down over 50% from it's all-time high. Whether you like CSU or"
X Link 2026-02-08T18:30Z 26.5K followers, 10.9K engagements
"@HatedMoats @TheTechInvest I try not to hate but this is just funny 😂😂"
X Link 2026-02-08T18:34Z 26.4K followers, [----] engagements
"$AMZN holding onto that $1B lead 😂 $GOOGL really is going to be the leader. I wonder who preached that last year 😉"
X Link 2026-02-08T20:08Z 26.5K followers, 12.3K engagements
"@FinanceJack44 I can agree wasnt a huge fan at first but cant argue with the data. Ultimately it makes sense for them to attempt branching into hardware when they print so much cashflow"
X Link 2026-02-08T20:28Z 26K followers, [---] engagements
"$ZETA isn't just growing it's improving the quality of its growth"
X Link 2026-02-09T21:56Z 26.5K followers, [----] engagements
"LOL $HIMS CFO exercised options to acquire 5k shares HE CHOSE TO EXERCISE THEM AND SOLD THEM THE SAME DAY No he did not buy shares. Be careful out there. Holy shit The $HIMS CFO has bought some shares https://t.co/OkPUb6pLvn Holy shit The $HIMS CFO has bought some shares https://t.co/OkPUb6pLvn"
X Link 2026-02-10T01:49Z 26.4K followers, 46.6K engagements
"@varunv_malhotra So bullish"
X Link 2026-02-10T02:49Z 26.2K followers, [----] engagements
"$CSU $CSU.TO shareholders up 0.6% today:"
X Link 2026-02-10T16:14Z 26.5K followers, [----] engagements
"The beat on monthly active users for Spotify is impressive but heres the key detail: Most of the growth came from ad-supported users. As you can see below that segment doesnt really move the needle financially for $SPOT. At the same time premium subscribers as a % of total MAUs continue to decline which raises questions about the quality of growth. https://twitter.com/i/web/status/2021282482826420654 https://twitter.com/i/web/status/2021282482826420654"
X Link 2026-02-10T17:57Z 26.5K followers, [----] engagements
"I love $GOOGL. Everyone knows that. But this pricing makes zero sense. $META is trading cheaper while delivering higher operating margins AND faster expected growth into [----]. Both with strong mega-cap AI narratives. Very different valuations"
X Link 2026-02-10T19:20Z 26.4K followers, 14.8K engagements
"Waymo will really need to grow to be material YouTube is an incredible asset very slept on but still relies on ad $& Their largest stream is subject to Ad$$ like meta Cloud on the other hand is the true differentiator IMO. Im arguing that META deserves a higher multiple than Google a lower one https://twitter.com/i/web/status/2021311812591899115 https://twitter.com/i/web/status/2021311812591899115"
X Link 2026-02-10T19:54Z 26.4K followers, [---] engagements
"@windyCityJump23 Well said"
X Link 2026-02-10T21:21Z 26.4K followers, [---] engagements
"@TacticzH unreal chart. Not even examples of revenue growth look this good. Too bad it trades at 28x sales haha"
X Link 2026-02-10T21:32Z 26.4K followers, [---] engagements
"Well. there goes my career ✌ I just built an extensive financial model in [--] minutes using Claude. The marginal cost of a financial analyst just dropped to $100 bucks per month. Its never been so over for analysts. I just built an extensive financial model in [--] minutes using Claude. The marginal cost of a financial analyst just dropped to $100 bucks per month. Its never been so over for analysts"
X Link 2026-02-11T01:23Z 26.4K followers, [----] engagements
"lol there is only one person left that can save $HIMS"
X Link 2026-02-11T01:52Z 26.4K followers, [----] engagements
"AI rn: JUST IN: US economy added [------] jobs in January higher than expectations. JUST IN: US economy added [------] jobs in January higher than expectations"
X Link 2026-02-11T14:26Z 26.4K followers, [----] engagements
"5. $NFLX - Netflix Inc. Included Revenues as well since cashflows have fluctuated. https://twitter.com/i/web/status/2021675507650343111 https://twitter.com/i/web/status/2021675507650343111"
X Link 2026-02-11T19:59Z 26.5K followers, 15.8K engagements
"8. $MELI - MercadoLibre Inc https://twitter.com/i/web/status/2021675516751937870 https://twitter.com/i/web/status/2021675516751937870"
X Link 2026-02-11T19:59Z 26.5K followers, 14.8K engagements
"@QualityInvest5 I gotta admit that video is impressive af tho"
X Link 2026-02-11T21:55Z 26.5K followers, [----] engagements
"@QualityInvest5 Shouldve added my comment wasnt in reference to Adobe Im more impressed that AI generation is already that good. There isnt a world where edits wont be necessary and thus Adobe will be too"
X Link 2026-02-11T23:47Z 26.5K followers, [---] engagements
"@TheWiseIC haha big time"
X Link 2026-02-12T02:13Z 26.5K followers, [--] engagements
"@GVDInvestor man. I saw those portfolio moves that Amit shared. Literally all buy high sell low"
X Link 2026-02-12T02:20Z 26.4K followers, [--] engagements
"The growth comes at a cost but this is still incredible growth. $530M in revenue for [----] and Expected to be $3-3.4B in [----]. Just keep executing. $NBIS"
X Link 2026-02-12T14:13Z 26.5K followers, [----] engagements
"@whydontyousell @BillAckman You think he used AI to write the word concerning"
X Link 2026-02-12T15:07Z 26.5K followers, [--] engagements
"My message to hedge funds: "Hedge funds made $24 billion shorting software stocks so far in [----] and they are increasing the bet" per CNBC "Hedge funds made $24 billion shorting software stocks so far in [----] and they are increasing the bet" per CNBC"
X Link 2026-02-12T15:21Z 26.5K followers, [----] engagements
"@TacticzH Pretty good deal I still prefer $META the most :)"
X Link 2026-02-12T15:33Z 26.5K followers, [----] engagements
"@riskoff lol same"
X Link 2026-02-13T16:43Z 26.5K followers, [----] engagements
"@KrisPatel99 I think those are on uber"
X Link 2026-02-13T18:03Z 26.5K followers, [----] engagements
"@xNotAnAI 200m monthly users"
X Link 2026-02-13T18:04Z 26.5K followers, [----] engagements
"15 companies expected to grow revenues above 20% and trade below 30x future op cashflows: Eli Lilly $LLY: 28% 29x Micron $MU: 24% 7x Welltower $WELL: 22% 30x DoorDash $DASH: 22% 29x DraftKings $DKNG: 26% 18x Celsius $CELH: 53% 23x ELF Beauty $ELF: 22% 28x Dutch Bros $BROS: 25% 21x Shift4 Payments $FOUR: 27% 7x Zeta Global $ZETA: 22% 23x Transmedics $TMDX: 28% 27x Dave Inc $DAVE: 30% 29x Grindr Inc $GRND: 24% 18x Harrow Inc $HROW: 41% 21x WhiteFiber Inc $WYFI: 103% 26x Which is the best deal here https://twitter.com/i/web/status/1974847618342682661"
X Link 2025-10-05T14:42Z 26.5K followers, 33K engagements
"2. Meta Platforms / $META Meta remains the most efficient AI play in the market. The company is using AI to make its core product advertising extremely effective. AI has largely solved the signal loss created by Apples privacy changes. This has driven improvements in both conversion rates and pricing power with double digit % point gains YoY. I expect these improvements to continue. Meta also owns one of the most underappreciated assets in the market with WhatsApp. There is a clear opportunity to introduce advertising models while also adding commercial incentives to encourage greater"
X Link 2026-01-05T17:09Z 26.5K followers, 14.2K engagements
"Just a friendly reminder that beating the market is easier than you think. You just have to invest in $BN 😉"
X Link 2026-01-09T20:48Z 26.5K followers, 16.1K engagements
"$GOOGL Cathie Wood bought $22M of $GOOGL today https://t.co/RR8UncZqUy Cathie Wood bought $22M of $GOOGL today https://t.co/RR8UncZqUy"
X Link 2026-02-06T14:24Z 26.5K followers, [----] engagements
"You haven't been able to buy $AMZN at a cheaper valuation btw 👀 Ya I get it they are investing like crazy but lets not act like that's a bad thing"
X Link 2026-02-08T20:37Z 26.5K followers, 27.6K engagements
"6. $MSFT - Microsoft Corporation A rare deal honestly"
X Link 2026-02-11T19:59Z 26.5K followers, 15.4K engagements
"On todays episode of my strange addictions: Buying high and selling low with Cathie Wood Cathie Wood $ARKK buy/sells today: Bought: $HOOD [------] $BLSH [------] $FIG [------] $SHOP [------] $CRCL [-----] Sold: $U [------] $PINS [------] $ABNB [------] $TWST [------] $PD [------] $Z [-----] $GTLB [-----] Cathie Wood $ARKK buy/sells today: Bought: $HOOD [------] $BLSH [------] $FIG [------] $SHOP [------] $CRCL [-----] Sold: $U [------] $PINS [------] $ABNB [------] $TWST [------] $PD [------] $Z [-----] $GTLB 13509"
X Link 2026-02-12T02:09Z 26.5K followers, 11.1K engagements
""I don't think any of us believe that AI is eating software but AI is definitely enabling better software." - Arista Networks CEO 😏"
X Link 2026-02-13T02:57Z 26.5K followers, [----] engagements
"@QualityInvest5 We are so doomed @wealthmatica Im willing to invest in the seed round"
X Link 2026-02-13T19:53Z 26.5K followers, [---] engagements
"@alextheinvstor really like it Alex"
X Link 2026-02-14T13:38Z 26.5K followers, [---] engagements
"Im sorry where tf is $CSU $CSU.TO 🚨 BREAKING: JP Morgan analysts just compiled a list of [--] software stocks that they believe 'are AI resistant'. What do you think of their list https://t.co/Lazgi36dc7 🚨 BREAKING: JP Morgan analysts just compiled a list of [--] software stocks that they believe 'are AI resistant'. What do you think of their list https://t.co/Lazgi36dc7"
X Link 2026-02-11T01:19Z 26.5K followers, 12.4K engagements
"When my son asks me why I invested into $BN for him. I will show him charts like this. Invest in management and go live your life"
X Link 2026-02-12T16:59Z 26.5K followers, 13.7K engagements
"I added to this wonderful business today 😏"
X Link 2026-02-13T18:25Z 26.5K followers, 32.2K engagements
"Burry losing aura ngl And Im not a $PLTR bull"
X Link 2026-02-14T22:12Z 26.5K followers, 148.2K engagements
"DUDE WTF Burry crashing out 😭😭😭 Burry losing aura ngl And Im not a $PLTR bull https://t.co/aS8XNneFaA Burry losing aura ngl And Im not a $PLTR bull https://t.co/aS8XNneFaA"
X Link 2026-02-15T03:06Z 26.5K followers, 107.1K engagements
"@amitisinvesting Wtf is going on 😂😂😂"
X Link 2026-02-15T03:25Z 26.5K followers, [----] engagements
"Watching my [----] gains disappear in [----] 😂"
X Link 2026-02-15T19:33Z 26.5K followers, 45.7K engagements
"$AMZN has officially become a stablecoin 🙃"
X Link 2025-12-12T02:58Z 26.5K followers, 133.8K engagements
"Some companies dont have to guess about future demand. Theyve already locked it in via backlogs contracts and long-term obligations. HERE ARE [--] COMPANIES WITH REAL DEMAND ALREADY IN THE BOOKS: [--]. Datadog $DDOG 84% of customers at Datadog now use 2+ products therefore this backlog is not just new customers. It is existing customers buying further into the platform. Customers are swapping out niche tools and buying into Datadogs entire cloud SIEM and AI monitoring stack. Future obligation growth is only accelerating. https://twitter.com/i/web/status/2015818870859211051"
X Link 2026-01-26T16:07Z 26.5K followers, 22.6K engagements
"2. Curtiss-Wright $CW The defense sector in general is facing massive tailwinds but Curtiss-Wright in particular has benefited significantly. A backlog that was stable for years has recently exploded. The engine here is naval defense specifically the Columbia and Virginia class submarines. Whats great about defense sector backlogs is that they are essentially bulletproof. Once a project is started it cannot be cancelled halfway through. https://twitter.com/i/web/status/2015818874596257808 https://twitter.com/i/web/status/2015818874596257808"
X Link 2026-01-26T16:07Z 26.5K followers, [----] engagements
"A revenue stream that should not be overlooked for $META is ad video creation within the platform. They not only want you to run their ads on their platform but they want you to generate your ads with them too. $10B run rate in Q4 is quite incredible especially when you consider this rev steam BRAND NEW. Providing an outlet to create your ad media within the platform lowers the barrier for video creation and ultimately expands their moat as an advertiser. Mix this with their agentic shopping and it is not far-fetched to say that META could become the greatest advertiser in the world. And this"
X Link 2026-02-08T20:25Z 26.5K followers, [----] engagements
"hmm. the premiere trading platform not growing QOQ may be signaling something to us. Do you think this is concerning $HOOD"
X Link 2026-02-10T21:17Z 26.5K followers, 13.3K engagements
"b.b.but cant we just vibe code a website How did Shopify have its best quarter ever. BY A MILE $SHOP"
X Link 2026-02-11T13:29Z 26.5K followers, 16.3K engagements
"4. $FICO - Fair Isaac Corporation Not a HUGE disparity. but they are rare in a near monopoly. Still FCF outpacing market cap here. https://twitter.com/i/web/status/2021675504919519488 https://twitter.com/i/web/status/2021675504919519488"
X Link 2026-02-11T19:59Z 26.5K followers, 16.1K engagements
"7. $CSU $CSU.TO - Constellation Software Inc. An even rarer deal. https://twitter.com/i/web/status/2021675513522327700 https://twitter.com/i/web/status/2021675513522327700"
X Link 2026-02-11T19:59Z 26.5K followers, 15.7K engagements
"10. $META - Meta Platforms Inc https://twitter.com/i/web/status/2021675523626479985 https://twitter.com/i/web/status/2021675523626479985"
X Link 2026-02-11T19:59Z 26.5K followers, 13.4K engagements
"11. $SHOP - Shopify Inc Cashflow fluctuates so included revenue as well. https://twitter.com/i/web/status/2021675526532812952 https://twitter.com/i/web/status/2021675526532812952"
X Link 2026-02-11T19:59Z 26.5K followers, 13K engagements
"13. $DDOG - Datadog Inc https://twitter.com/i/web/status/2021675532132491377 https://twitter.com/i/web/status/2021675532132491377"
X Link 2026-02-11T19:59Z 26.5K followers, 12.6K engagements
"14. $AMZN - Inc http://Amazon.com http://Amazon.com"
X Link 2026-02-11T19:59Z 26.5K followers, 12K engagements
"Do you own any of these companies If so are you adding What companies did I miss Please like and follow if you enjoyed :) If you want to assess companies like I do try out Fiscal (for free) using the link below https://fiscal.ai/via=MFM https://fiscal.ai/via=MFM"
X Link 2026-02-11T19:59Z 26.5K followers, 12K engagements
"Guys dont screenshot curse $NBIS please Just dont do it"
X Link 2026-02-12T15:17Z 26.5K followers, [----] engagements
"@MapleLeafTax Tough one Buy $AMZN Hold $MSFT Sell $AAPL"
X Link 2026-02-13T23:22Z 26.5K followers, [----] engagements
"Here are [--] companies expected to grow revenues at a 20%+ YOY over the next [--] years: [--]. $NBIS Nebius: 240% [--]. $TEM Tempus AI: 50% [--]. $RKLB Rocket Lab: 42% [--]. $NVDA NVIDIA: 38% [--]. $HIMS Hims & Hers: 38% [--]. $RDDT Reddit: 35% [--]. $MU Micron: 33% [--]. $PLTR Palantir: 32% [--]. $DUOL Duolingo: 30% [--]. $LMND Lemonade: 29% [--]. $LLY Eli Lilly: 26% [--]. $AXON Axon: 25% [--]. $TMDX TransMedics: 25% [--]. $SOFI SoFi: 22% [--]. $RIVN Rivian: 22% [--]. $CRWD CrowdStrike: 21% [--]. $SHOP Shopify: 21% [--]. $APP Applovin: 20% [--]. $AMD AMD: 20% [--]. $RBLX Roblox: 21% Do you own any on this list What companies did I miss"
X Link 2025-06-03T17:44Z 26.5K followers, 63.8K engagements
"In my eyes the only way you're going to 10x your money today is by investing in disruptors. Companies that change the norm and dont fit the typical mold of the industry. Here are [--] companies that I think are operationally doing exactly that. 1/ $ZETA Zeta Global Most brands still rely on third party cookies to reach the end consumer. Zeta helps companies shift to first party data by using data that consumers have opted into. They use AI to personalize ads across email social and web. They are not just another ad platform its a full tech stack that provides over 2x the ROI per ad $ spent."
X Link 2025-07-17T19:15Z 26.5K followers, 299.5K engagements
"10 baggers aren't sitting at a $500B market cap they are sitting under $5B with a growth plan still being actively executed. These companies bring something different to industries begging for innovation. Here are some of the most interesting businesses today under a $5B market cap: 1/ $ZETA If you want to invest in a first mover of a space $ZETA is the company. They built their AI tech stack marketing platform [--] years ago. While other competitors are currently piecing together their own platforms $ZETA is pitching a platform that is mature and tuned out. They will grow by landing large"
X Link 2025-08-07T20:06Z 26.5K followers, 564.4K engagements
"Some small caps never live up to their hype. BUT some grow into giants Here are [--] small cap companies that have outgrown their IPO valuations and by A LOT. ____________________________________________________ 1/ $OSCR"
X Link 2025-09-05T20:14Z 26.5K followers, 271K engagements
"January [--] [----] - PORTFOLIO UPDATE Today has been a bloodbath so why not post a portfolio update New Position: NONE Increased Position: $ROOT $DAVE $META $CSU $CSU.TO $NVO Trimmed Position: $ASML Sold Position: $HIMS Very active month for me similar to December. As you would expect I added to the positions I believe are the most undervalued right now. The selloffs in CSU and DAVE have been TOUGH. But nothing has fundamentally changed about the businesses. In fact if you look at the last [--] months both companies have objectively improved. These are large positions for me and Im down roughly"
X Link 2026-01-30T21:02Z 26.5K followers, 16.5K engagements
"The greatest company on planet Earth and my largest position. Alphabet Inc. Please take a moment to adore her. $GOOGL $GOOG"
X Link 2026-02-04T21:12Z 26.5K followers, 21.9K engagements
"Revenue growth at Cloudflare is reaccelerating. WOW. 😍 $NET"
X Link 2026-02-10T21:30Z 26.5K followers, [----] engagements
"2. $BKNG - Booking Holdings Inc https://twitter.com/i/web/status/2021675498745528704 https://twitter.com/i/web/status/2021675498745528704"
X Link 2026-02-11T19:59Z 26.5K followers, 17.4K engagements
"3. $DLO - DLocal Limited I went more recent on this chart since it was at such a high price in early [----]. Didn't want to mislead. This chart is actually more impressive"
X Link 2026-02-11T19:59Z 26.5K followers, 17.6K engagements
"9. $UBER - Uber Technologies Inc https://twitter.com/i/web/status/2021675520119959580 https://twitter.com/i/web/status/2021675520119959580"
X Link 2026-02-11T19:59Z 26.5K followers, 14.2K engagements
"15. $TMDX - TransMedics Group Inc Given the age of this company. I used revenue as a KPI to measure fundamentals against value appreciation. Margins are expanding and cashflows will follow. https://twitter.com/i/web/status/2021675538348229025 https://twitter.com/i/web/status/2021675538348229025"
X Link 2026-02-11T19:59Z 26.5K followers, 13.5K engagements
"Investors with cash rn:"
X Link 2026-02-12T18:15Z 26.5K followers, 86.7K engagements
"@alert_invest What company do you think it is"
X Link 2026-02-13T18:35Z 26.5K followers, [----] engagements
"What its like dip buying $AMZN: BREAKING: Amazon $AMZN officially closes down for its 9th straight day posting its longest losing streak since [----]. The stock has now erased $470 billion in market cap over the last [--] days. BREAKING: Amazon $AMZN officially closes down for its 9th straight day posting its longest losing streak since [----]. The stock has now erased $470 billion in market cap over the last [--] days"
X Link 2026-02-13T21:54Z 26.5K followers, 260K engagements
"Positions I added to this past week: $META $UBER $ZETA What did you buy"
X Link 2026-02-14T13:25Z 26.5K followers, [----] engagements
"All [--] of these stocks trade LOWER today than they did [--] years ago. Which is the best bet from here"
X Link 2026-02-14T20:16Z 26.5K followers, 14.4K engagements
"LOOOOOL Burry losing aura ngl And Im not a $PLTR bull https://t.co/aS8XNneFaA Burry losing aura ngl And Im not a $PLTR bull https://t.co/aS8XNneFaA"
X Link 2026-02-15T18:23Z 26.5K followers, 18.1K engagements
"I gotta stop reading these viral articles. https://t.co/tjmbT5ytUN https://t.co/tjmbT5ytUN"
X Link 2026-02-16T01:44Z 26.5K followers, [----] engagements
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