@QualCompounders Avatar @QualCompounders Quality Compounders

Quality Compounders posts on X about $amzn, $meta, meta, $amd 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 74.22% technology brands 46.22% finance 32.44% cryptocurrencies 9.33% automotive brands 2.67% financial services 0.89% countries 0.44%

Social topic influence $amzn #199, $meta #115, meta 17.33%, $amd #81, $sofi #99, ai 12.89%, $adbe #52, $nvda #1069, stocks 9.78%, $tsm #31

Top accounts mentioned or mentioned by @longgameequity @unknownbio @willbiddy @girthynomad @brnmeetswlth @holysmokas @notabull @grindeoptions @financepotentia @thefinpitch @tradechronicle @happybulltrader @jamess2908 @willbiddy_ @financejack44 @caffinatedcash @investwithintel @james_s2908 @compoundingirl @amd

Top assets mentioned Amazon.com, Inc. (AMZN) Metadium (META) Advanced Micro Devices (AMD) RAI Finance (SOFI) Adobe, Inc. (ADBE) NVIDIA Corp. (NVDA) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL) Constellation Energy Corp (CEG) Alibaba Group (BABA) Robinhood Markets, Inc. (HOOD) Microsoft Corp. (MSFT) Broadcom, Inc. (AVGO) ZetaChain (ZETA) Walmart, Inc. (WMT) Apple, Inc. (AAPL) Bitcoin (BTC) Tesla, Inc. (TSLA) American Express Company (AXP) PancakeSwap (CAKE) S&P Global Inc (SPGI) CatCoin (CAT) Shopify Inc (SHOP) Salesforce Inc (CRM) Workday Inc (WDAY) Now Coin (NOW) Palantir Technologies Inc. (PLTR) Hims & Hers Health, Inc. (HIMS) QUALCOMM, Inc. (QCOM) Intel Corporation (INTC) Nebius Group N.V. Class A Ordinary Shares (NBIS) Netflix Inc (NFLX)

Top Social Posts

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

"$JD is now trading at a market cap of $39.9Bless than its quarterly revenue of $43.2B. 🤯 Valuation check: 🔹 Forward P/E: 8.7x 🔹 P/S Ratio: 0.21x 🔹 Topline growth: 15% (historically) Is this a generational buying opportunity or the ultimate value trap Am I missing anything here welcoming feedback 🧵👇 https://twitter.com/i/web/status/2022309794154172832 https://twitter.com/i/web/status/2022309794154172832"
X Link 2026-02-13T14:00Z [---] followers, [----] engagements

"$PLTR One of the most anticipated earnings reports after the bell tomorrow. 🔔 🎯 Insane Expectations: With a sky-high valuation they need to keep posting strong numbers to justify it. The market expects revenue growth of +62% YoY. 🎯 Rich Valuation: Trading at a forward P/E of [------] there is zero margin for errorany disappointment will send the stock tumbling. 📌 Verdict: The valuation is too rich for me risk/reward-wise. Staying on the sidelines. https://twitter.com/i/web/status/2018052378545791438 https://twitter.com/i/web/status/2018052378545791438"
X Link 2026-02-01T20:02Z [---] followers, [---] engagements

"$HIMS is democratizing healthcare 📊 $HOOD and $SOFI are democratizing finance. $ZETA is disrupting the advertising space with innovative AI-enabled ad tech. Which ones are you bullish on 🤔"
X Link 2026-02-02T16:00Z [---] followers, [---] engagements

"$CEG operator of America's largest nuclear fleet (70%) has multiple tailwinds: 📊⚛ [--] Pure-Play Scale: Operates the nation's largest nuclear fleet. With 90% carbon-free generation it commands a "reliability premium" from AI hyperscalers. [--] Price Stability: Unlike fossil fuels nuclear offers long-term cost predictability shielding customers from commodity volatility. [--] Pricing Power: Unlike traditional utilities $CEG is a merchant power producer and does not have its rates capped. [--] Big Tech Backing: 20-year contracts with $MSFT (Crane/TMI restart) and $META (Clinton) deliver decades of"
X Link 2026-02-03T16:00Z [---] followers, [----] engagements

"Added $META $ADBE and $CEG in this market dip today. 📉🩸 What are you adding today Comment below 👇"
X Link 2026-02-03T19:35Z [---] followers, [---] engagements

"@oguzerkan Bullish for energy names I have been adding $CEG"
X Link 2026-02-03T20:11Z [---] followers, [---] engagements

"$ADBE might be one of the best opportunities in the market when looking back a few years from now. I have been adding on the current dip. 🎯 Revenue growth continues at 10% YoY 🎯 Trades historically cheap at 12.5x Forward P/E 🎯 Most revenue is annual recurring revenue (ARR) with zero cyclicality #SaaS https://twitter.com/i/web/status/2018904731758764275 https://twitter.com/i/web/status/2018904731758764275"
X Link 2026-02-04T04:29Z [---] followers, [----] engagements

"$QCOM earnings on deck for today after the bell 🔔🚨 Consensus Estimates (Q1 2026): EPS: $3.37 (-1.2% YoY) 📊 Revenue: $12.23B (+4.8% YoY) 📊 Guidance (Q2 [----] expected): EPS: $2.35$2.50 (+6.0% YoY) 📊 Revenue: $10.5B$11.2B (+5.5% YoY) 📊 Key things street will be looking for.💡 Market has jitters about potential $APPL handset revenue at risk. IOT and Automotive segments growth will be key drivers to offset that potential loss. https://twitter.com/i/web/status/2019048303501963594 https://twitter.com/i/web/status/2019048303501963594"
X Link 2026-02-04T14:00Z [---] followers, [---] engagements

"Initiated a starter position in $SOFI the one-stop shop for financial services. The stock continues to trade lower despite blowout earnings. 📉📊 See my earnings and analysis 👇. $SOFI the one-stop shop for financial services absolutely crushed earnings 📈📊 Total revenue grew 37% YOY member growth rose 41% YOY and product growth increased 41% YOY. The company is perfectly positioned to capture the young generation through student loan and credit https://t.co/vEklcZ7Vxs $SOFI the one-stop shop for financial services absolutely crushed earnings 📈📊 Total revenue grew 37% YOY member growth"
X Link 2026-02-04T17:47Z [---] followers, [---] engagements

"Companies I am looking to add or initiate positions in following market weakness (will be DCAing): $META $CEG $ADBE $SOFI $ZETA"
X Link 2026-02-04T20:00Z [---] followers, [---] engagements

"$QCOM Q1 [----] earnings are out:🚨 Financials: 📊 ✅ EPS actual: $3.48 estimate: $3.38 ✅ Revenue actual: $12.45B estimate: $12.12B Q2 [----] guidance: 🟥 Revenue: $10.7B$11.5B actual $11.08B estimate Highlights:💡 🎯 Premium Android Strength: Record QCT handset revenues were driven by the launch of the Snapdragon [--] Elite Gen [--] with management noting strong demand for next-generation flagship AI smartphones. 🎯 Diversification Momentum: Automotive revenue reached a new record as the company continues its pivot toward the "Snapdragon Digital Chassis" while the new entry into the AI inference data"
X Link 2026-02-04T21:05Z [---] followers, [---] engagements

"@LongGameEquity @zerohedge Bullish $CEG 👀"
X Link 2026-02-05T00:35Z [---] followers, [---] engagements

"$AXP $CAKE $ADBE The only stocks I own today bucking the broad market selloff. 📈"
X Link 2026-02-05T01:05Z [---] followers, [---] engagements

"$AMZN The e-commerce giant is set to report after the bell🔔🚨 Consensus Estimates (Q4 2025): EPS: $1.97$1.98 (+6.5% YoY) 📊 Revenue: $211.3B$211.5B (+12.6% YoY) 📊 Guidance (Q1 [----] expected): EPS: $1.71$1.85 (+10% YoY) 📊 Revenue: $185B$190B (+13% YoY) 📊 Key things the Street will watch: 💡 With capex exceeding $150B focus will be on AWS growth expected to remain above 20%. https://twitter.com/i/web/status/2019395584214405499 https://twitter.com/i/web/status/2019395584214405499"
X Link 2026-02-05T13:00Z [---] followers, [---] engagements

"Extreme levels of fear in this market. 😱⚠ People are worried about the new Fed chair. If you cant control your emotions and panic-sell you are not an investor. Focus on the fundamentals of companies and buy good ones at discounts. Contrary to how most people act stocks actually get safer the lower they go. And never use margin. #StockMarketCrash #Stocks https://twitter.com/i/web/status/2019433915157528752 https://twitter.com/i/web/status/2019433915157528752"
X Link 2026-02-05T15:32Z [---] followers, [--] engagements

"@CompoundinGirl I have $BABA $BIDU and $JD. They have definitely held up better than the American market"
X Link 2026-02-05T17:36Z [---] followers, [---] engagements

"See the DCF for $ADBE at 12% EPS growth over the next [--] years gets you to a $736 stock. This delivers a 20% CAGR with conservative projections. 💼📊📈 #SaaS #Stocks #Investing"
X Link 2026-02-05T20:00Z [---] followers, [---] engagements

"$AMZN just said hold my beer to $GOOGL they just announced an absurd $200B in data center capex compared to $GOOGL $175B$185B"
X Link 2026-02-05T22:01Z [---] followers, [---] engagements

"My top [--] highest-conviction picks for [----] 📈 [--] $META [--] $AMZN [--] $AMD [--] $BABA See the thread below. 🧵👇"
X Link 2026-02-06T20:48Z [---] followers, [---] engagements

"@InvestInAssets Hardest part is your test of conviction during a bear market"
X Link 2026-02-07T12:35Z [---] followers, [--] engagements

"@investwithwes1 Nice portfolio I have $BABA $JD and $ADBE"
X Link 2026-02-07T13:57Z [---] followers, [---] engagements

"Just another way to financially enslave people. This is why financial education is more important than ever. @FluentInFinance This is actually one of the worst ideas ever wtf @FluentInFinance This is actually one of the worst ideas ever wtf"
X Link 2026-02-07T14:06Z [---] followers, [--] engagements

"@aakashgupta The market sees it as safer but nothing is safe about paying a [--] P/E for a slow-growing retailer"
X Link 2026-02-07T14:15Z [---] followers, [----] engagements

"If this is the case chip stocks are way too cheap. The market is worried about how long this growth will continue.📈📊 These companies are well positioned $AMD $NVDA $AVGO $TSM $AVGO *NVIDIA SURGES NEARLY 8% AS CEO HUANG SAYS AI BUILD OUT TO TAKE 7-8 YEARS $NVDA https://t.co/mcgZNU4980 *NVIDIA SURGES NEARLY 8% AS CEO HUANG SAYS AI BUILD OUT TO TAKE 7-8 YEARS $NVDA https://t.co/mcgZNU4980"
X Link 2026-02-07T14:59Z [---] followers, [---] engagements

"Very bullish for $AMD once they realize $AMD is a real player in the AI computer race they will have to buy them.👀📈 Wall street is most of the time behind that is your opportunity 📊 No $AMD institutional ownership is higher in term of % but institutions hold much higher number of shares on $INTC than $AMD. @AMD is the least owned among all Pension/Hedge Funds from 2023-2024-2025-now AKA a lagger. Intel is now a very heavy Retail owned or roughly 33-40% https://t.co/OGKN0hAfrY No $AMD institutional ownership is higher in term of % but institutions hold much higher number of shares on $INTC"
X Link 2026-02-07T16:39Z [---] followers, [---] engagements

"@LongGameEquity $AMZN and $ADBE"
X Link 2026-02-07T16:51Z [---] followers, [---] engagements

"$PLTR This is exactly why valuation matters.⚠ Paying a [---] PE what it was trading for at its peak will lead to bad results.📉 #Investing #Stocks #StockMarket"
X Link 2026-02-07T21:17Z [---] followers, [---] engagements

"My top [--] highest-conviction picks for [----] 📈 [--] $META [--] $TSM [--] $AMZN [--] $AMD [--] $BABA See the thread below.🧵👇"
X Link 2026-02-07T22:05Z [---] followers, [----] engagements

"1. $META: Big AI spending is transforming the business enabling better ad targeting and increased engagement. In addition a new subscription-based service will allow accounts to access advanced AI-enabled features. The company guided for 30% revenue growth next quarter. The lesser-known gemsWhatsApp (3B monthly active users) and Threads (400M monthly active users)are in the early stages of monetization. WhatsApp which is huge outside North America will incorporate a subscription-based business messaging service. https://twitter.com/i/web/status/2020257612202213600"
X Link 2026-02-07T22:05Z [---] followers, [---] engagements

"2. $TSM remains the ultimate "picks and shovels" play for the AI revolution. Controlling over 90% of the worlds most advanced chip production TSMC is the sole manufacturer for the industry's biggest winners including $NVDA $AAPL $AMD and $AVGO. Management has signaled immense confidence by raising [----] revenue guidance to 30% growth and boosting capital expenditure to a massive $54B$56B to meet insatiable demand for AI accelerators. Despite its central role in global tech the stock often trades at a valuation discount compared to its US-based customers offering a rare combination of"
X Link 2026-02-07T22:05Z [---] followers, [---] engagements

"3. $AMZN: The flagship e-commerce business operates at a scale that is nearly impossible to disrupt creating a logistics moat that defines the industry. Continued investment in automation and robotics will further expand margins for this high-volume business over time. Meanwhile the two highest-margin segments AWS and Advertising are driving massive profitability. AWS saw revenue accelerate 24% with 35% margins generating $45.6B in [----] operating income. Advertisingthe highest-margin segmentgrew 23% to $69.1B in revenue with estimated 50% margins effectively subsidizing the retail scale. All"
X Link 2026-02-07T22:05Z [---] followers, [--] engagements

"4. $AMD: AMD is aggressively eroding Intels market share led by the performance and efficiency of the 5th Gen EPYC (9005 Series) "Turin." The company is now a top-tier contender in the AI compute market specifically for inference. The flagship MI400 series featuring industry-leading High Bandwidth Memory is uniquely engineered for the memory-intensive demands of modern AI models. Crucially AMD has closed the software gap with its ROCm ecosystem offering an open-source alternative preferred by many developers. They remain the only true competitor providing rack-scale systems via the Helios"
X Link 2026-02-07T22:05Z [---] followers, [---] engagements

"5. $BABA: Alibaba remains the undisputed leader in Chinese tech with core segments now stabilizing and pivoting toward high-margin AI. Cloud Intelligence is the primary growth engine with revenue accelerating 34% YoY as it captures "Nvidia-level" demand via its Qwen AI models. Qwen has solidified its position as the leading domestic open-source model surpassing [---] million downloads and reaching [--] million downloads for its latest version within just four days of launch. Domestic e-commerce has recovered to 16% growth while the International (AIDC) arm acts as a high-growth wildcard gaining"
X Link 2026-02-07T22:05Z [---] followers, [---] engagements

"@TheLongInvest Hoping you are correct I am keeping mine staked earning yield while I wait for it to appreciate"
X Link 2026-02-07T22:44Z [---] followers, [----] engagements

"$HIMS backtracks after being called out by the FDA. *HIMS & HERS TO STOP OFFERING WEIGHT LOSS PILL $HIMS https://t.co/julZ6VlDoD *HIMS & HERS TO STOP OFFERING WEIGHT LOSS PILL $HIMS https://t.co/julZ6VlDoD"
X Link 2026-02-07T23:03Z [---] followers, [---] engagements

"Top [--] Winners/Losers in the portfolio last week Winners 📈 [--]. $CAKE (+10.69%) [--]. $CAT (+10.47%) [--]. $TSM (+5.74%) Losers 📉 [--]. $AMZN (-12.17%) [--]. $AMD (-11.86%) [--]. $ADBE (-8%) #Stocks $StockMarket #Investing https://twitter.com/i/web/status/2020301552838394202 https://twitter.com/i/web/status/2020301552838394202"
X Link 2026-02-08T01:00Z [---] followers, [---] engagements

"@stockboildown $NVDA Here up over 800%. Keep holding $AMD it should continue to do well"
X Link 2026-02-08T02:25Z [---] followers, [--] engagements

"@MikeLongTerm @WellsFargo @AMD Exactly no idea how people sold off that triple beat by $AMD it is now trading at [--] [----] PE"
X Link 2026-02-08T02:40Z [---] followers, [---] engagements

"@samsolid57 It does not $META is as high quality as it gets. Revenue growth is accelerating to 30%"
X Link 2026-02-08T12:21Z [---] followers, [---] engagements

"@BrnMeetsWlth Facts them and $ASML"
X Link 2026-02-08T13:34Z [---] followers, [--] engagements

"Which company is the best buy here🤔 All of them look on sale to me.🏷 $META $AMZN $SOFI $ADBE #StockMarket #StockMarket #investing Vote below 🗳 👇 META AMZN ADBE SOFI META AMZN ADBE SOFI"
X Link 2026-02-08T15:04Z [---] followers, [---] engagements

"@TheFinPitch Nothing wrong with that. These are mine. $META $AMZN $ADBE $SOFI"
X Link 2026-02-08T15:33Z [---] followers, [--] engagements

"@MMatters22596 100% why I am bullish on $JD"
X Link 2026-02-08T17:41Z [---] followers, [---] engagements

"Weekly portfolio update.🚨 $META $NVDA $GOOGL $BABA $AMD $TSM $AMZN $AXP $BIDU $ADBE $CAT $CAKE $CEG $SOFI"
X Link 2026-02-08T21:00Z [---] followers, [---] engagements

"@LongGameEquity $META"
X Link 2026-02-08T21:57Z [---] followers, [--] engagements

"@QualityInvest5 They should have enough cash to find new business to disrupt at that point I suppose"
X Link 2026-02-09T00:55Z [---] followers, [---] engagements

"@qualityequities Exactly I have pounding the table on $META"
X Link 2026-02-09T01:43Z [---] followers, [---] engagements

"Earnings on deck for the coming week🚨. I will be following $HOOD $SHOP and $NBIS closely"
X Link 2026-02-09T02:00Z [---] followers, [----] engagements

"@TradexWhisperer Exactly how I feel $TSM is my largest position. I cant bring myself to trim it. They just have such a defensive MOAT"
X Link 2026-02-09T03:27Z [---] followers, [---] engagements

"Stock market futures.📈 #StockMarket #StockMarketFutures #Stocks"
X Link 2026-02-09T03:37Z [---] followers, [---] engagements

"$HOOD is reporting earnings after the bell today.🔔 Consensus Estimates (Q4 2025): EPS: $0.62 (+14.8% YoY) Revenue: $1.32B (+30.5% YoY) Guidance (Q1 [----] Expected): EPS: $0.59$0.68 (+60.0% YoY) Revenue: $1.33B$1.35B (+44.0% YoY) What the Street is looking for:💡 🔵Trading Mix: Analysts expect a surge in Options and Equities revenue (projected +42% YoY) which may need to offset a potential dip in Crypto revenue (est. -20% YoY) following late-quarter Bitcoin volatility. 🔵Net Interest Income: Projected at $432.6M a key pillar of the bull case as Robinhood maximizes returns on higher"
X Link 2026-02-09T13:00Z [---] followers, [--] engagements

"Key Price Target (PT) : The market is finally giving $AMD some respect.📈📊 🔵Bernstein: Raised PT to $235 (from $225) in early February [----] noting solid server trends. 🔵HSBC: Dramatically raised AMD PT from $185 to $310 in November [----]. 🔵Bank of America: Lifted AMD target to $300 following the [----] Open Compute Project (OCP) Conference. 🔵TD Cowen: Raised target to $290 (from $270) following the OpenAI partnership announcement. 🔵Piper Sandler: Increased target to $300 (from $280) in January [----] highlighting the [----] ramp of Helios and OpenAI contracts. 🔵Market Consensus: As of"
X Link 2026-02-09T14:00Z [---] followers, [---] engagements

"@NotA_Bull I have $O as a position in my savings portfolio"
X Link 2026-02-09T14:05Z [---] followers, [--] engagements

"Just added more $AMZN & $ADBE this morning both seem too cheap to ignore.🚨 #Stock #StockMarket #Investing"
X Link 2026-02-09T14:59Z [---] followers, [---] engagements

"Will we look at the across-the-board software sell-off aka "SAASpocalypse"😨 the same way we viewed the DeepSeek and tariff tantrum scare 🧐 Stocks YTD: 📉 #ADBE (-23%) #NOW (-31%) #WDAY (-24.1%) #CRM (-20.4%) They were all buying opportunities in hindsight. 💰💸 #Stocks #StockCrash #SaaS Comment below.👇 https://twitter.com/i/web/status/2020890440921186811 https://twitter.com/i/web/status/2020890440921186811"
X Link 2026-02-09T16:00Z [---] followers, [---] engagements

"AI PORTFOLIO REVIEW: 8.2/10 🤖📊 Ran the February [----] allocation through Geminis analysis engine. The portfolio leans heavily into the "AI Giga-Cycle" positioning for the projected $1 trillion semiconductor milestone while maintaining tactical exposure to the infrastructure powering it. THE VERDICT: 8.2/10 THE WINS: ✅ The Power-Compute Axis. Your allocation to $CEG (2.44%) remains the "galaxy brain" play of [----]. As tech giants double their capex the bottleneck isn't just chipsit's the grid. ✅ Vertical Tech Dominance. Holding $META (12.47%) $NVDA (11.86%) and $GOOGL (11.67%) captures the"
X Link 2026-02-09T17:12Z [---] followers, [---] engagements

"📈 AMZN: Sum-of-the-Parts Analysis 🔵AWS (Cloud Core): $1.0T (10x Revenue; AI-driven re-acceleration) 🔵Custom Silicon: $250B (Vertical integration via Trainium/Graviton) 🔵Advertising: $750B (High-margin retail media lead) 🔵Retail & Subscriptions: $600B (Prime ecosystem & global logistics) 💰 Total Valuation: $2.6T📊 Current Market Cap: $2.1T📌 Verdict: 24% Undervalued https://twitter.com/i/web/status/2020950831240012211 https://twitter.com/i/web/status/2020950831240012211"
X Link 2026-02-09T20:00Z [---] followers, [--] engagements

"@MikeLongTerm @Walmart Crazy they are telling people to pay these crazy valuations for a slow growing retailer"
X Link 2026-02-09T20:03Z [---] followers, [--] engagements

"@LongGameEquity $TSM 💪"
X Link 2026-02-09T20:12Z [---] followers, [--] engagements

"📈 $AMZN: Sum-of-the-Parts Analysis 🔵AWS (Cloud Core): $1.0T (10x Revenue; AI-driven re-acceleration) 🔵Custom Silicon: $250B (Vertical integration via Trainium/Graviton) 🔵Advertising: $750B (High-margin retail media lead) 🔵Retail & Subscriptions: $600B (Prime ecosystem & global logistics) 💰 Total Valuation: $2.6T📊 Current Market Cap: $2.1T📌 Verdict: 24% Undervalued #Stocks #StockMarket #FinTwitt #Investing https://twitter.com/i/web/status/2020959392208715832 https://twitter.com/i/web/status/2020959392208715832"
X Link 2026-02-09T20:34Z [---] followers, [---] engagements

"@kylewhitegoat Big news for $SOFI just started a position last week"
X Link 2026-02-09T21:08Z [---] followers, [---] engagements

"I have learned over the years that owning too many stocks will dilute your returns and cause you to perform closer to the S&P. 🤔💡 It is better in my opinion to own [----] high-conviction names your returns will be better. If you own more than that you will not be able to keep up with all the companies. 🔷 I own the following in the main portfolio: $META $NVDA $GOOGL $BABA $AMD $TSM $AMZN $AXP $BIDU $ADBE $CAT $CAKE $CEG $SOFI #Stocks #StockMarket #FinTwitt #Investing Do you agree Comment below 👇"
X Link 2026-02-09T21:17Z [---] followers, [---] engagements

"@BleedingEdgeAM Agreed might be the right play especially if these LLMs get commoditized "
X Link 2026-02-09T21:42Z [---] followers, [--] engagements

"@FinanceJack44 $ADBE it is the cheapest these companies have a sentiment problem not a fundamental program"
X Link 2026-02-09T21:46Z [---] followers, [---] engagements

"@meetblossomapp 100% a discount market crash is a great opportunity"
X Link 2026-02-09T23:29Z [---] followers, [----] engagements

"Tomorrow morning Im dropping a full deep dive thread covering $ZETA. 🔷The Moat: Why First-Party data is the ultimate winner in a cookie-less world. 🔷The Tech: How the Zeta Marketing Platform (ZMP) eliminates "Franken-stacks." 🔷Agentic AI: The Athena systema super intelligent operator powered by OpenAI. 🔷The Numbers: Guidance for 34% revenue growth and massive ARPU expansion. 🔷Valuation: Why a [-----] forward P/E is a gift for this level of consistency. Follow and turn on notifications so you don't miss it. 🧵👇 https://twitter.com/i/web/status/2021028560648143213"
X Link 2026-02-10T01:08Z [---] followers, [---] engagements

"@iDhavalDP @JasonL_Capital Bottom line is $WMT and $COST are overvalued. It can stay that way for a while but ultimately they will go back to their fair value. $AMZN has just as defensible MOAT with much better growth and a much more diversified buiness"
X Link 2026-02-10T01:17Z [---] followers, [---] engagements

"@Caffinatedcash @TheAbomNoMan I think $NFLX will be fine they have so much more FCF to pump out content. They are the only streaming company I would consider investing in"
X Link 2026-02-10T01:23Z [---] followers, [--] engagements

"@Caffinatedcash @TheAbomNoMan I hear you they have been a consistent 10% topline grower. I think their content is pretty good and they will have a lot more content if the $WBD deal goes though"
X Link 2026-02-10T01:28Z [---] followers, [--] engagements

"$TSM makes fresh all time highs as they get get an exception waver from the current administrations tariffs📈📊📰 https://www.benzinga.com/markets/tech/26/02/50500182/trump-weighs-broad-chip-tariffs-but-plans-to-shield-big-tech-companies-like-amazon-microsoft-and-google-through-tsmc-linked-exemptions-report https://www.benzinga.com/markets/tech/26/02/50500182/trump-weighs-broad-chip-tariffs-but-plans-to-shield-big-tech-companies-like-amazon-microsoft-and-google-through-tsmc-linked-exemptions-report"
X Link 2026-02-10T03:54Z [---] followers, [---] engagements

"@ValueSense_io Solid pics I have $TSM"
X Link 2026-02-10T04:16Z [---] followers, [---] engagements

"@Banana3Stocks Exactly they are trying to capture the huge backlog AWS is a profit engine with 35% margins"
X Link 2026-02-10T12:01Z [---] followers, [---] engagements

"1/ First-Party Data & The Zeta Moat 🛡 Most legacy marketing tools rely on "rented" third-party data from $GOOGL or $METAwhich is disappearing as cookies die. $ZETA is different. They leverage First-Party Data (customer-owned) and their proprietary Data Cloud of 2.5B+ deterministic identities. The result A recent Forrester study found $ZETA delivers a 6x Return on Ad Spend (ROAS) by connecting brands directly to real people not anonymous "segments." https://twitter.com/i/web/status/2021197425529036856 https://twitter.com/i/web/status/2021197425529036856"
X Link 2026-02-10T12:19Z [---] followers, [---] engagements

"3/ Athena (Agentic AI) Athena is an AI-powered agentic system natively integrated into the ZMP. It acts as a super intelligent operator that listens reasons and provides conversational insights to optimize marketing campaigns and reallocate ad spend in real-time for maximum ROI. For example it can diagnose exactly why sales have dipped in a specific region and automatically execute a recovery strategy. In January [----] Zeta deepened its partnership with OpenAI to power Athenas next phase giving Zeta early access to advanced models that transform the platform into a true "intelligent operating"
X Link 2026-02-10T12:19Z [---] followers, [--] engagements

"4/ Customer Growth & ARPU expansion $ZETA is a high-conviction "Compounder" that has achieved [--] consecutive quarters of sequential growth in its scaled customer base which now stands at [---] accounts. The platforms stickiness is evident as the super-scaled cohort ($1M+ spend) grew 25% YoY proving that the longer a client stays the more they integrate into the ecosystem. Looking toward [----] management expects a 48% CAGR in customer count paired with a 1216% CAGR in spend per user. This dual-engine strategy is modeled to drive $2.1B in annual revenue positioning Zeta as a dominant consolidator"
X Link 2026-02-10T12:19Z [---] followers, [---] engagements

"@FinanceJack44 Just added them to my watchlist I like that they are a duopoly"
X Link 2026-02-10T15:50Z [---] followers, [---] engagements

"@Ashton_1nvests Great list I own $ZETA and $CAKE"
X Link 2026-02-10T16:05Z [---] followers, [---] engagements

"👀 $AMZN upgrade alert my price target is $300. 🚨 $AMZN Citizens bank upgrades $AMZN on the back of accelerating AWS revenue. AWS reacceleration to 30%+ for [----] Price target of $315 https://t.co/ea5Wt5bKZN $AMZN Citizens bank upgrades $AMZN on the back of accelerating AWS revenue. AWS reacceleration to 30%+ for [----] Price target of $315 https://t.co/ea5Wt5bKZN"
X Link 2026-02-10T17:55Z [---] followers, [---] engagements

"AI plays in my portfolio🤖 Chip design: 🏗 $AMD $NVDA Chip manufacturing:🏭 $TSM Cloud Providers: ☁ $GOOGL $AMZN $BABA $BIDU Power:🔋 $CEG #Stock #Investing #AI #StockMarket https://twitter.com/i/web/status/2021283021257834880 https://twitter.com/i/web/status/2021283021257834880"
X Link 2026-02-10T18:00Z [---] followers, [---] engagements

"$HOOD Q4 [----] earnings are out:🚨 Financials: 📊 ✅ EPS actual: $0.66 estimate: $0.63 🟥 Revenue actual: $1.28B estimate: $1.35B Q1 [----] guidance: ✅ Adjusted Operating Expense: $2.6B$2.72B actual $2.66B estimate Highlights:💡 🎯 Record Gold Growth: Robinhood Gold subscribers hit a record [---] million (up 58% YoY) signaling a successful shift toward recurring subscription revenue and deeper user monetization. 🎯 Crypto Volume Headwinds: While [----] was a record year with $4.5B in total revenue Q4 results showed a 52% decline in crypto notional volumes reflecting the impact of recent market"
X Link 2026-02-10T21:09Z [---] followers, [---] engagements

"@Investinc_Intel Crypto was weaker due to the recent market downturn"
X Link 2026-02-10T21:36Z [---] followers, [--] engagements

"@Investinc_Intel Exactly I just started a $SOFI position. Crypt is cyclical so it will hurt hood. $SOFI is for sure more diversified"
X Link 2026-02-10T21:40Z [---] followers, [--] engagements

"@LongGameEquity Not here buying $SOFI for now"
X Link 2026-02-10T22:01Z [---] followers, [--] engagements

"@Mindset4Money_X Agreed $META is way too cheap here "
X Link 2026-02-11T00:01Z [---] followers, [--] engagements

"$META I can for sure see this happening with the huge level of compute they have. BREAKING $META @NorgesBank 🚀🚀🚀 It seems Norges Bank approved @Meta becoming a hyperscaler buying massive amount of AI chips from $AMD long term. 13F Filing- Norges Bank($2 Trillion Fund) started a MASSIVE Brandnew position on $META with [--------] shares or $22.1B Buy in [--] https://t.co/v7TXeF51Jt BREAKING $META @NorgesBank 🚀🚀🚀 It seems Norges Bank approved @Meta becoming a hyperscaler buying massive amount of AI chips from $AMD long term. 13F Filing- Norges Bank($2 Trillion Fund) started a MASSIVE Brandnew"
X Link 2026-02-11T13:06Z [---] followers, [---] engagements

"Positions I plan to build out further hoping these companies go down short term: 💎🎁 $AMZN: E-commerce is undisputable. AWS + Ads are the growth engines but the real story is automation driving margin expansion. 📦🤖 $ADBE: AI disruption fears are overblown. Their ecosystem and "IP-safe" content moat are deeper than the market thinks. 🎨 $META: Massive AI spend is already translating into better ad targeting and top-line acceleration. 📱 $CEG: A pure-play bet on the nuclear renaissance. My DCF base case sees 15% EPS growth as data centers stay power-hungry. ⚛ $SOFI: Still the leader in"
X Link 2026-02-11T14:00Z [---] followers, [---] engagements

"$AMD The sell-off after the triple beat was a gift already recovering most of the losses. 🎁📉 The company expects 35% revenue growth over the next couple of years as MI400 ramps. #Stock #StockMarket #SemiconductorTech #Investing Did you scoop up some shares on the dip 🤔"
X Link 2026-02-11T14:43Z [---] followers, [---] engagements

"If you're an investor you should want a stock to keep going down after you buy it when using DCA. If you liked it at one price and the fundamentals haven't changed you should like it even more at a cheaper valuation. But somehow the market gets this backwards. #stocks #investing https://twitter.com/i/web/status/2021615210478678121 https://twitter.com/i/web/status/2021615210478678121"
X Link 2026-02-11T16:00Z [---] followers, [---] engagements

"The SaaS selloff continues as major names hit new lows. The market is pricing in disruption as analysts fear AI will eat traditional software. 📉😨 Is this selloff warranted or is this a huge overaction by the market Current performance: $CRM: $184.99 (-4.37%) $WDAY: $146.05 (-4.69%) $ADBE: $264.67 (-2.71%) $NOW: $107.36 (-1.84%) #SaaS #Stocks #AI #Trading https://twitter.com/i/web/status/2021624587868684759 https://twitter.com/i/web/status/2021624587868684759"
X Link 2026-02-11T16:37Z [---] followers, [---] engagements

"@NotA_Bull $TSM because it has performed so well"
X Link 2026-02-11T16:37Z [---] followers, [--] engagements

"@finance_intell Yes it seems mighty promising but $SOFI seems to be correlated with crypto. It doesn't make much sense but it does"
X Link 2026-02-11T16:38Z [---] followers, [---] engagements

"@UnknownBio Market selling off all software they think AI is going to eat it. Selloff is indiscriminate"
X Link 2026-02-11T16:41Z [---] followers, [--] engagements

"$AMZN is trading at a forward P/E of [--] with one of the most defensible moats in the market seems like a no brainer buy here.🧠📊"
X Link 2026-02-11T18:00Z [---] followers, [---] engagements

"👀Smart buy by Bill Ackman. It is a large portion of my portfolio as well. $META ACKMAN MAKES $2B BET ON META Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables and digital assistants. ACKMAN MAKES $2B BET ON META Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables"
X Link 2026-02-11T18:31Z [---] followers, [---] engagements

"@finance_intell Not from a fundamental perspective I agree. Its just a lot of the people who buy $BTC also buy $SOFI that is why"
X Link 2026-02-11T18:44Z [---] followers, [--] engagements

"@WillBiddy_ Congrats keep up the great work"
X Link 2026-02-11T18:45Z [---] followers, [--] engagements

"@CompoundinGirl I am split between $SHOP and $HOOD"
X Link 2026-02-11T19:23Z [---] followers, [---] engagements

"Fire sales in my opinion 🔥🤑 $META $700 $AMZN $200 $AMD $200 $ADBE $280 $JD $30 Do you agree Comment below 👇"
X Link 2026-02-11T20:00Z [---] followers, [---] engagements

"@MarketMatrixs $META is by far the most attractive buy here"
X Link 2026-02-11T20:06Z [---] followers, [---] engagements

"@AverageDipBuyer I mean this has traded with $BTC pretty much since that's the cohort who owns it. Fundamentals are as solid as ever"
X Link 2026-02-11T20:08Z [---] followers, [--] engagements

"@TheBrilliantBu1 Spot on I have been extremely critical of $HOOD for this"
X Link 2026-02-11T20:12Z [---] followers, [--] engagements

"@QualityInvest5 Crazy growth numbers; the only real blemish is the crypto volumes"
X Link 2026-02-11T20:14Z [---] followers, [--] engagements

"@Mr_Derivatives The market is in Negative Nancy mode. That sentiment will shift eventually"
X Link 2026-02-11T20:16Z [---] followers, [---] engagements

"@joecarlsonshow Been long $META since [----] and plan to continue. Still undervalued"
X Link 2026-02-11T20:37Z [---] followers, [---] engagements

"@WillBiddy_ Is the stock sliding because of AI concerns seems like that is a big concern in alot of the market"
X Link 2026-02-11T20:40Z [---] followers, [---] engagements

"@TheLongInvest Sum of the parts $BABA is a steal here. They also have Ant and their chip design arm which could IPO"
X Link 2026-02-11T20:46Z [---] followers, [----] engagements

"@WillBiddy_ Doubtful they are the stamp of approval and there are really only two trusted sources them and Moody's"
X Link 2026-02-11T20:53Z [---] followers, [--] engagements

"@WillBiddy_ Agreed but market intelligence and commodities are not as wide as wide of MOATs"
X Link 2026-02-11T21:06Z [---] followers, [--] engagements

"@NotA_Bull The sky is falling"
X Link 2026-02-11T23:07Z [---] followers, [--] engagements

"@prgnix I respectably disagree ChatGPT has been out since [----] we see zero disruption in their business since then. This is purely sentiment driven sell off"
X Link 2026-02-12T01:27Z [---] followers, [--] engagements

"@TradeChronicle I agree I only own $SOFI I would like $HOOD but a little pay cheap here"
X Link 2026-02-12T03:45Z [---] followers, [---] engagements

"@TradeChronicle @sea_abh I think $HOOD could go to $50-$60. $SOFI looks like a better deal here"
X Link 2026-02-12T03:56Z [---] followers, [---] engagements

"@ChrisCamillo Exactly I have been adding $AMZN $SOFI $META $ADBE"
X Link 2026-02-12T14:50Z [---] followers, [---] engagements

"@TheStockerMan $META is my number [--] $AMZN is my number [--]. I own both"
X Link 2026-02-12T14:53Z [---] followers, [---] engagements

"$ADBE $AMZN $META $JD Which laggard do you think will run first📉📊 I own all [--]. $ADBE $AMZN $JD $META $ADBE $AMZN $JD $META"
X Link 2026-02-12T14:59Z [---] followers, [---] engagements

"@BourbonCap Buying $AMZN I plan to look into $SPGI"
X Link 2026-02-12T15:32Z [---] followers, [---] engagements

"$NBIS Q4 [----] earnings are out:🚨 Financials: 📊 🟥 EPS actual: -$0.68 estimate: -$0.54 🟥 Revenue actual: $227.7M estimate: $246.1M Q1 [----] guidance: ✅ Revenue: $275M$295M actual $268M estimate Highlights:💡 🎯 Hyperscale Capex Ramp: Nebius reported a massive surge in quarterly capital expenditures to $2.13 billion (up from $416 million YoY) as it aggressively builds out infrastructure for its multi-billion dollar contracts with Microsoft and Meta. 🎯 Positive EBITDA Milestone: For the first time the company achieved a positive Group Adjusted EBITDA of $15.0 million in Q4 a significant swing"
X Link 2026-02-12T15:51Z [---] followers, [---] engagements

"$AAPL is the ultimate AI freeloader. While $AMZN $GOOGL and $META spend a combined $520B+ on infrastructure Apple is spending just $13B. Theyre saying: you spend well reap the rewardstapping $GOOGL for their Gemini model to incorporate in their devices and power AI-enabled Siri. Will this strategy pay dividends 🤔 https://twitter.com/i/web/status/2021977601904890241 https://twitter.com/i/web/status/2021977601904890241"
X Link 2026-02-12T16:00Z [---] followers, [---] engagements

"$SOFI Awarded best overall bank. Helping people get their money right.💪🏾 $SoFi Awarded Best Bank Overall [----] by @NerdWallet 🔥🔥 As a thank you @SoFi is offering a bonus of up to $300 with eligible direct deposit to kick-start your [----] goals. Your the man @anthonynoto Finally a Bank that really wants you to Get Your Money Right🥂 https://t.co/kaMER56ztR $SoFi Awarded Best Bank Overall [----] by @NerdWallet 🔥🔥 As a thank you @SoFi is offering a bonus of up to $300 with eligible direct deposit to kick-start your [----] goals. Your the man @anthonynoto Finally a Bank that really wants you to"
X Link 2026-02-12T16:01Z [---] followers, [---] engagements

"@firstadopter $WMT way overvalued"
X Link 2026-02-12T17:39Z [---] followers, [----] engagements

"Companies benefiting tremendously from better AD targeting:🎯 🔎 $GOOGL(+13% YoY) 📦 $AMZN (+22% YoY) 📱 $META (+24% YoY) #Stocks #StockMarket #Mag7"
X Link 2026-02-12T18:00Z [---] followers, [---] engagements

"Stocks finished the trading week lower as AI Claude code fears spooked the market. 📉🩸 #Stock #StockMarket #AI #FinX"
X Link 2026-02-12T19:50Z [---] followers, [---] engagements

"$AMZN is the cheapest it has been in a while on a PE and EV/EBIT basis. I have been adding aggressively on the dip.📊 Are you buying🤔 #Stocks #investing"
X Link 2026-02-12T20:00Z [---] followers, [---] engagements

"Even more bullish for $AMZN. Sell off is ridiculous.🐂📈 Buy more $AMZN Buy more $AMZN"
X Link 2026-02-12T20:31Z [---] followers, [---] engagements

"@tasha463726 $META and $SOFI"
X Link 2026-02-12T21:09Z [---] followers, [--] engagements

"@GrindeOptions Added some $AMZN below $200"
X Link 2026-02-12T21:50Z [---] followers, [---] engagements

"Scooped up some more $AMZN today. This is how you beat the market: buy quality names when theyre on sale. Id also like to add more $ADBE $SOFI and $CEG hopefully they dip further. 📉"
X Link 2026-02-12T21:54Z [---] followers, [---] engagements

"@WealthCoachMak So true they are already above market beta"
X Link 2026-02-13T00:12Z [---] followers, [---] engagements

"@LongGameEquity I mean $SOFI trades with $BTC as well even though it has very little exposures"
X Link 2026-02-13T00:41Z [---] followers, [--] engagements

"@StockMarketNerd Claude code is eating everything"
X Link 2026-02-13T03:07Z [---] followers, [--] engagements

"@AkinatorAssets @jiwanpark1014 Smart plan I have all of them except $MELO"
X Link 2026-02-13T03:54Z [---] followers, [--] engagements

"@PronkDaniel Good info I own $ADBE"
X Link 2026-02-13T05:33Z [---] followers, [--] engagements

"$AMZN has the least OpenAI concentration risks. $ORCL $MSFT $AMZN is getting hammered because of elevated capex guide. However we should note that $AMZN capex doesnt expose it to same risks as $ORCL and $MSFT because of its structurally low exposure to OpenAI. As of late [----] only 16% of their backlog was from OpenAI. Given its https://t.co/ZrSnzx0yIn $AMZN is getting hammered because of elevated capex guide. However we should note that $AMZN capex doesnt expose it to same risks as $ORCL and $MSFT because of its structurally low exposure to OpenAI. As of late [----] only 16% of their backlog"
X Link 2026-02-13T13:10Z [---] followers, [---] engagements

"@WillBiddy_ Exactly nobody is vibe-coding their own tax-filing software. The only risk I see is a free-to-file service created by the government which has been talked about"
X Link 2026-02-13T13:14Z [---] followers, [--] engagements

"@notanotherquant I heard the feds measure of inflation is backwards looking"
X Link 2026-02-13T14:54Z [---] followers, [--] engagements

"It seems engagement dips on FinX when the market is correcting but that is exactly the opposite of how you should act. When the market is down there are better deals on stocks and you should be more engagedlooking for deals and doing research to find undervalued companies. #FinX #Stocks #Investing #StockMarket"
X Link 2026-02-13T17:52Z [---] followers, [---] engagements

"Mag7 current forward PE. 🔷 $NVDA - 23x 🔷 $MSFT - 25.8x 🔷 $AMZN - 27.5x 🔷 $META - 28.8x 🔷 $GOOGL - 30x 🔷 $AAPL - 32.8x 🔷 $TSLA - 380x 📌I have been adding $META and $AMZN here. Which do you like🤔Comment Below.👇 #StocksToBuy #Stock #stockmarkets #investing #Mag7"
X Link 2026-02-13T18:00Z [---] followers, [---] engagements

"@five__talent Exactly I have been adding $AMZN"
X Link 2026-02-13T19:20Z [---] followers, [--] engagements

"@FinancePotentia Good to know. I think $NFLX is a solid buy around $60. I like the $WBO acquisition"
X Link 2026-02-13T19:36Z [---] followers, [--] engagements

"@FinancePotentia @five__talent Exactly they know the tech/software sell off is overdone"
X Link 2026-02-13T19:36Z [---] followers, [--] engagements

"@UnknownBio @Yichi64342608 They have temporary FCF dipping do to subsidizing their food delivery business expected to normalize"
X Link 2026-02-13T21:45Z [---] followers, [--] engagements

"@MentoviaX I agree with $MU $AMD and $GOOGL"
X Link 2026-02-14T05:20Z [---] followers, [---] engagements

"@ambitious_luis $AMD $SOFI $TSM $CEG"
X Link 2026-02-14T22:18Z [---] followers, [--] engagements

"Weekly portfolio update.🚨 $META $NVDA $GOOGL $BABA $AMD $TSM $AMZN $AXP $BIDU $ADBE $CAT $CAKE $CEG $SOFI"
X Link 2026-02-15T16:00Z [---] followers, [---] engagements

"Focus on the fundamentals. Short-term the market will trade on FUD and can be irrational; long-term they will trade on fundamentals. The Mag7 have not been this cheap in a whilemoney will eventually rotate back into them.📊💪🏾 🔷 $META Revenue Growth: 15% P/E Ratio: [----] PEG Ratio: [----] 🔷 $AMZN Revenue Growth: 13% P/E Ratio: [----] PEG Ratio: [----] 🔷 $MSFT Revenue Growth: 14% P/E Ratio: [----] PEG Ratio: [----] 🔷 $GOOGL Revenue Growth: 16% P/E Ratio: [----] PEG Ratio: [----] #Investing #Stocks #Magnificent4 #StockMarket https://twitter.com/i/web/status/2023140257940521161"
X Link 2026-02-15T21:00Z [---] followers, [---] engagements

"@lloydjamesross $BABA has many things going no for it: e-commerce cloud QWEN model with 700M user chip design arm and ant group"
X Link 2026-02-14T19:49Z [---] followers, [--] engagements

"Weekly Winners/Loser in the portfolio:📉📈🏦 Winners:📈 $CEG (+8.64%) $TSM (+4.72%) $CAT (+2.16%) Loser:📉 $BIDU (-6.48%) $AXP (-5.32%) $NVDA (-5.15%)"
X Link 2026-02-15T23:00Z [---] followers, [---] engagements

"Earnings on deck for the coming week.🚨 $HL $WMT $PANW $KGC $OPEN $CVNA $ADI $CDE $PAAS $ET $RIG $NEM $AG $CDNS $DASH $DVN $FIG $MDT $PWR $RGLD $EQT $TOL $DE $SSRM $RNW $LMND $AKAM $EQX $EBAY $FIX $KLAR $LYV $RELY $SXC $SEDG $SFM $TXRH $SON $OXY $MKSI $KVUE $FE $GRMN $HALO $AHH $CGAU $BTG $VC $W $VMC https://twitter.com/i/web/status/2023215756264010157 https://twitter.com/i/web/status/2023215756264010157"
X Link 2026-02-16T02:00Z [---] followers, [---] engagements

"$AAPL earnings after the bell todaywhos ready 📈🔔 Consensus estimates (Q1 2026): EPS: $2.65 (+10.4% YoY) 📊 Revenue: $138.25B (+11.2% YoY) 📊 Guidance (Q2 [----] expected): EPS: $1.90$2.00 (+5.3% YoY) 📊 Revenue: $104B$107B (+12.0% YoY) 📊"
X Link 2026-01-29T14:59Z [---] followers, [--] engagements

"$SOFI the one-stop shop for financial services absolutely crushed earnings 📈📊 Total revenue grew 37% YOY member growth rose 41% YOY and product growth increased 41% YOY. The company is perfectly positioned to capture the young generation through student loan and credit card refinancing plus upselling its flywheel of products: banking investing crypto personal loans credit cards mortgages and insurance. #Fintech $SOFI Q4 [----] earnings are out: 🚨 ✅ EPS estimate: $0.11 actual: $0.13 📈 ✅ Revenue estimate: $982.39M actual: $1.03B 📈 Q1 [----] guidance: ✅ Revenue: $1.04B in line with estimates 📊"
X Link 2026-01-30T15:50Z [---] followers, [----] engagements

"$PYPL earnings before the bell tomorrow🔔🚨 Consensus Estimates (Q4 2025): - EPS: $1.29 (+8.4% YoY) 📊 - Revenue: $8.77B$8.79B (+4.8% YoY) 📊 Guidance (Q1 [----] expected): - EPS: $1.35$1.45 (+6% YoY) 📊 - Revenue: $8.1B$8.3B (+5% YoY) 📊 Key things the street will watch: 💡 Improvement in unbranded growth and accelerated Venmo monetization. https://twitter.com/i/web/status/2018493371963117580 https://twitter.com/i/web/status/2018493371963117580"
X Link 2026-02-03T01:14Z [---] followers, [----] engagements

"Is there a better CEO comeback story than Dr. Lisa Su 👑 She took $AMD from the brink of bankruptcy at $2.70/share to a global semiconductor powerhouse. The Playbook: 🎯Asset Light: Spun off the manufacturing arm in [----] (GlobalFoundries) to go 100% Fabless. 🎯The TSMC Pivot: Swapped GlobalFoundries for $TSM for high-end chips. 🎯Node Superiority: While was stuck on 14nm/10nm "refinements" AMD surged ahead to 7nm 5nm and now 3nm. 🎯Market Dominance: Used that efficiency edge to devour Intels market share in Desktop Laptop andmost importantlyData Centers. 📌The Result: A 4000%+ return since"
X Link 2026-02-03T19:00Z [---] followers, [---] engagements

"$GOOGL Q4 [----] earnings are out:🚨 Financials: 📊 ✅ EPS actual: $2.84 estimate: $2.64 ✅ Revenue actual: $113.83B estimate: $111.45B Q1 [----] guidance: ✅ Revenue: $98.5B$101B actual $96.8B estimate Highlights:💡 🎯 Cloud Acceleration: Google Cloud revenue surged 48% year-over-year crossing $17B for the quarter as enterprise adoption of the Gemini [---] model drove record backlog conversions. 🎯 AI Search Resilience: Despite concerns over AI competitors Search & Other revenue grew 14% with Sundar Pichai noting that "AI Overviews" have reached a milestone of [---] billion monthly users increasing"
X Link 2026-02-04T21:17Z [---] followers, [---] engagements

"Don't sleep on $JDits trading in deep value territory. 💎📈📊 Compelling Valuation: Trading at a forward P/E of 9x despite a resilient 15% topline growth (exceeding consensus). The market is pricing it like a dying utility not an e-commerce leader. Short-Term Margin Headwinds: Earnings are temporarily suppressed by aggressive investment in JD Now (Food Delivery). As this subsidies we expect a significant profit inflection in 2026/27. Core Strength: JD Retail continues to show increased operating margins expanding to 5.9%. Logistics Moat: JD remains the only scale operator in China with a"
X Link 2026-02-06T15:00Z [---] followers, [--] engagements

"Indiscriminate market sell-off makes no sense. Mr. Market can be irrational in the short term. Huge data center CAPEX from the Mag7 should be bullish for chip stocks such as $AVGO $AMD and $NVDA 📉 Estimated [----] Capex Budgets: 🔹 $GOOGL: $180B 🔹 $AMZN: $200B+ 🔹 $META: $115B$135B 🔹 $MSFT: $100B+ https://twitter.com/i/web/status/2019803270735335494 https://twitter.com/i/web/status/2019803270735335494"
X Link 2026-02-06T16:00Z [---] followers, [---] engagements

"Added to my $CEG position on the market drop this week. 📊⚛ See my reasons 👇 Initiated a starter position in $CEG. 📊 One of the key utility players powering the data center buildout with one of the largest nuclear fleets providing clean reliable energy. ☢ #Utility #AI #DataCenters More detailed breakdown of $CEG dropping tomorrowfollow to stay up https://t.co/VNUQIX2tnl Initiated a starter position in $CEG. 📊 One of the key utility players powering the data center buildout with one of the largest nuclear fleets providing clean reliable energy. ☢ #Utility #AI #DataCenters More detailed"
X Link 2026-02-06T20:00Z [---] followers, [---] engagements

"Another rough week for crypto making new lows as more leveraged longs get liquidated. With $ETH down another 23% and $BTC dumping another 15%. Both cryptos are off their worst levels after rebounding off their lows on Friday. 📉🩸 #crypto #CryptoCrash"
X Link 2026-02-07T15:40Z [---] followers, [--] engagements

"Rough week in the market all YTD gains wiped out but not worried added more $AMZN $CEG $META $SOFI and $ADBE on the dips. 📉🩸"
X Link 2026-02-07T19:30Z [---] followers, [---] engagements

"Investors are piling into "safe" Staples out of fear during the recent market correction.📉😨😱 Mag 7: Ticker Forward PE Revenue Growth $GOOGL [--] 18% $META [-----] 30% $AMZN [-----] 14% $MSFT [-----] 15% $NVDA [-----] 57% Consumer Staples: Ticker Forward PE Revenue Growth $WMT [----] 5% $COST [----] 7.5% 📌Long-term overpaying for low growth is a recipe for poor returns. The "Safe" trade is crowded. Meanwhile the Mag [--] (ex- $TSLA) offers a much better PEG ratio (Price/Earnings-to-Growth) https://twitter.com/i/web/status/2020558245446693057 https://twitter.com/i/web/status/2020558245446693057"
X Link 2026-02-08T18:00Z [---] followers, [---] engagements

"People will look you dead in the eye call Tech a "bubble" and then FOMO into $WMT at a [--] P/E with 5% revenue growth. 🤡 Meanwhile theyre fading the Mag [--] (minus $TSLA) which offers better margins faster growth lower multiples. $AAPL $GOOGL $NVDA $MSFT $META $AMZN"
X Link 2026-02-09T01:00Z [---] followers, [---] engagements

"Put in two additional buy $SOFI & $CEG both positions I am trying to build out. #Stock #StockMarket #Investing"
X Link 2026-02-09T17:46Z [---] followers, [---] engagements

"Great take from @UnknownBioone of the reasons I've been adding to $CEG. Give it a read below 👇📖 My bull thesis for $CEG and $GEV noted below: $GEV is pushing the most credible first-to-market SMR path in the West and the real unlock here isnt uranium its capital economics. Nuclear has never been expensive to run. Its expensive to build. 6075% of nuclears My bull thesis for $CEG and $GEV noted below: $GEV is pushing the most credible first-to-market SMR path in the West and the real unlock here isnt uranium its capital economics. Nuclear has never been expensive to run. Its expensive to"
X Link 2026-02-09T17:52Z [---] followers, [---] engagements

"Positions I added to during last week's market downturn: 📉 🔵 $AMZN AWS re-acceleration is real; backlog near $250B. 🔵 $CEG Securing the 24/7 carbon-free power AI needs. 🔵 $SOFI 35% YoY member growth. The "one-stop shop" is winning. 🔵 $META AI-powered ad lift + Threads global ad rollout. 🔵 $ADBE 24B+ Firefly assets generated. Monetization is working. https://twitter.com/i/web/status/2020920639603998952 https://twitter.com/i/web/status/2020920639603998952"
X Link 2026-02-09T18:00Z [---] followers, [---] engagements

"$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 "Marketing Cloud." They leverage first-party data the Athena AI agent and a consolidated marketing landscape to achieve a more seamless experience for their customers and deliver better ROI on advertising spend. See the thread below. 🧵👇 https://twitter.com/i/web/status/2021197423159181400"
X Link 2026-02-10T12:19Z [---] followers, [----] engagements

"Top [--] defensible moats: 💪🏿 $ASML Sole provider of High-NA EUV lithography; the absolute physical bottleneck of the chip world. 🔬 $TSM 92% market share in advanced AI nodes; the only foundry with the scale to power the AGI era. 🏗 $AMZN AWS dominance + $244B backlog + an e-commerce logistics moat that is now nearly impossible to replicate. ☁ https://twitter.com/i/web/status/2021222626371506686 https://twitter.com/i/web/status/2021222626371506686"
X Link 2026-02-10T14:00Z [---] followers, [---] engagements

"Do you think the SaaS fears are overblown🤔 $CRM $ADBE $NOW $WDAY I have been adding $ADBE #SaaS #Stocks #StockMarket JPMORGAN: AI FEARS OVERDONE IN SOFTWARE JPMorgan says the selloff in software stocks is overblown driven by unrealistic fears of near-term AI disruption. Strategists recommend rotating back into high-quality AI-resilient names. They cite strong fundamentals high switching https://t.co/o7D2e7o7Oj JPMORGAN: AI FEARS OVERDONE IN SOFTWARE JPMorgan says the selloff in software stocks is overblown driven by unrealistic fears of near-term AI disruption. Strategists recommend rotating"
X Link 2026-02-10T16:01Z [---] followers, [---] engagements

"$TSM is one of my largest positions and is a 32% weighting in one portfolio I have been long since $100.📈 But i cannot bring myself to pair back the position.🤔 It trades at a forward PE [--] with expected revenue growth of 30% for the next [--] years.💎"
X Link 2026-02-10T20:00Z [---] followers, [---] engagements

"The great #FinTwitt community put another blue chip on my radar: $SPGI. Valuation looks much more attractive after todays post-earnings slide. With a massive moat and a near-duopoly in the credit ratings space this might still be a potential buyI just have to do some more research on it. 📈💪 #StockMarket #Investing #Stocks #FinTwitt https://twitter.com/i/web/status/2021313860209377782 https://twitter.com/i/web/status/2021313860209377782"
X Link 2026-02-10T20:02Z [---] followers, [---] engagements

"$SHOP reporting earnings before the bell tomorrow.☀ Consensus Estimates (Q4 2025): EPS: $0.51 (+15.9% YoY) Revenue: $3.59B (+27.8% YoY) Guidance (Q1 [----] Expected): EPS: $0.32$0.35 (+23.1% YoY) Revenue: $3.15B$3.25B (+25.0% YoY) What the Street is looking for:💡 🔵GMV Momentum: Following a record $14.6B Black Friday/Cyber Monday weekend (+27% YoY) analysts want to see if that strength carried through the entire holiday quarter. 🔵Agentic Commerce & AI: Massive focus on the adoption of AI-powered "autonomous commerce agents" and how these tools are driving higher merchant subscription tiers"
X Link 2026-02-11T01:00Z [---] followers, [---] engagements

"Big tech AI Capex: $MSFT: $145B CapEx $625B Backlog $GOOGL: $185B CapEx $240B Backlog $AMZN: $200B CapEx $200B+ Backlog $META: $135B CapEx Total: 665B 📌Very bullish for Chip Stocks: $AMD $NVDA $TSM $AVGO 🤔Somehow people are still bearish on chips stocks. #Mag7 #AI #Investing #Semiconductors #StockMarket https://twitter.com/i/web/status/2021947400970207239 https://twitter.com/i/web/status/2021947400970207239"
X Link 2026-02-12T14:00Z [---] followers, [---] engagements

"@WillBiddy_ $MA is a solid blue chip. I own $AXP"
X Link 2026-02-12T14:42Z [---] followers, [--] engagements

"The most important thing to do during a market correction as an investor is to control your emotions. 📉😱 Panic is not a strategy. Know what you own and if the fundamental thesis is intact hold or buy more. Looking back there hasnt been a market crash in history that we havent come out of. #investing #stock #stockMarket #FinX https://twitter.com/i/web/status/2022099864859840544 https://twitter.com/i/web/status/2022099864859840544"
X Link 2026-02-13T00:05Z [---] followers, [---] engagements

"CPI out with a downside surprise. 🚨 BREAKING: US inflation falls to 2.4%. BREAKING: US inflation falls to 2.4%"
X Link 2026-02-13T13:32Z [---] followers, [---] engagements

"The market can be irrational in the short term. In the long term it is a weighing machine and will trade on fundamentals. Keep your head dont panic know what you own and focus on the fundamentals. #Stock #StockMarket #Investing #FinX"
X Link 2026-02-13T13:46Z [---] followers, [---] engagements

"While retail is panicking institutions are loading up on $SOFI. $SOFI 🚨BREAKING NEWS🚨 WELLS FARGO has increased its position by +11% ✅ Total Shares: [-------] 📈 Total Value: $150 Million 💰 https://t.co/r3OlKNPTvu $SOFI 🚨BREAKING NEWS🚨 WELLS FARGO has increased its position by +11% ✅ Total Shares: [-------] 📈 Total Value: $150 Million 💰 https://t.co/r3OlKNPTvu"
X Link 2026-02-13T15:21Z [---] followers, [---] engagements

"$BABA $BIDU What caused the [---] Maybe USA-China talks. Alibaba Stock Nosedives Then Rebounds After Pentagon Designates Company As "Military Linked" Before Inexplicably Deleting https://t.co/8UDehxN951 Alibaba Stock Nosedives Then Rebounds After Pentagon Designates Company As "Military Linked" Before Inexplicably Deleting https://t.co/8UDehxN951"
X Link 2026-02-13T15:43Z [---] followers, [---] engagements

"This video is a must-watch for any $SOFI shareholder. Anthony Noto reaffirms his commitment to proving doubters wrong projecting 30%+ revenue growth and 35%+ membership growth moving forward. Its a masterclass in CEO advocacy as Noto directly challenges analysts who continue to value the company using inconsistent and outdated legacy bank frameworks. Key Highlights:💡 🔷Growth at Scale: 30% revenue growth guide with 35% member momentum. 🔷Valuation Disconnect: Why a PEG-based valuation points to a significantly higher share price. 🔷Execution: A transparent look at the [----] roadmap and the"
X Link 2026-02-13T16:00Z [---] followers, [---] engagements

"$SOFI has an almost perfect correlation to Bitcoin $BTC. This is despite it having almost zero material impact on their business.📉📈 This is due to the same investor cohort that buys $SOFI also buying $BTC. Will this correlation persist🤔 #Stock #StockMarket #Crypto #Investing https://twitter.com/i/web/status/2022400386729153020 https://twitter.com/i/web/status/2022400386729153020"
X Link 2026-02-13T20:00Z [---] followers, [---] engagements

"@FishtownCap For sure the sell off is overdone"
X Link 2026-02-13T21:47Z [---] followers, [--] engagements

"Mag7: [--] year forward PE. 🔹 $NVDA - 24.21x 🔹 $MSFT - 21.32x 🔹 $AMZN - 21.49x 🔹 $META - 18.22x 🔹 $GOOGL - 23.15x 🔹 $AAPL - 28.17x 🔹 $TSLA - 148.72x 📌 I have been adding $META and $AMZN here. Which do you like 🤔 Comment Below. 👇 #StocksToBuy #Stock #stockmarkets #investing #Mag7 https://twitter.com/i/web/status/2022432905536901454 https://twitter.com/i/web/status/2022432905536901454"
X Link 2026-02-13T22:09Z [---] followers, [---] engagements

"@GrindeOptions $TSLA and $WMT"
X Link 2026-02-13T23:07Z [---] followers, [---] engagements

"Bullish $AMD 💪 $ANET says $AMD is taking market share from $NVDA A year ago deployments were almost entirely $NVDA around 99%. Today about 20% to 25% of our deployments use $AMD. https://t.co/PdpXijvEZY $ANET says $AMD is taking market share from $NVDA A year ago deployments were almost entirely $NVDA around 99%. Today about 20% to 25% of our deployments use $AMD. https://t.co/PdpXijvEZY"
X Link 2026-02-13T23:22Z [---] followers, [---] engagements

"@GrindeOptions $SOFI post earnings sell off was a gift🎁"
X Link 2026-02-13T23:28Z [---] followers, [---] engagements

"@investwithintel $META with $AMZN a close second"
X Link 2026-02-13T23:36Z [---] followers, [--] engagements

"@WillBiddy_ Market hates the unknown. But overplaying for $WMT is crazy"
X Link 2026-02-13T23:42Z [---] followers, [--] engagements

"Markets finished the trading week mixed with the Russell leading the way up 1.13%. #stock #stockmarket"
X Link 2026-02-14T00:13Z [---] followers, [---] engagements

"@BrnMeetsWlth Fair point they already guided cash flow will normalize"
X Link 2026-02-14T03:09Z [---] followers, [---] engagements

"@BrnMeetsWlth We will see that is my thesis. That if they do I think the stock will do well"
X Link 2026-02-14T03:21Z [---] followers, [--] engagements

"@HappyBullTrader $AMD Will surprise alot of people their MI400s will be high demand for inference"
X Link 2026-02-14T04:24Z [---] followers, [--] engagements

"@HappyBullTrader Expected 35% for the next couple of years. Very cheap for the growth"
X Link 2026-02-14T04:34Z [---] followers, [--] engagements

"@NotA_Bull It depends on whether $TSLA merges with xAI and SpaceX. Otherwise $NVDA will get into chips for robots"
X Link 2026-02-14T05:12Z [---] followers, [--] engagements

"@NotA_Bull I think #CRWD AI will increase the need for cyber security"
X Link 2026-02-14T05:14Z [---] followers, [--] engagements

"@1000xStocks Nope I would rather just buy Bitcoin"
X Link 2026-02-14T05:19Z [---] followers, [--] engagements

"@ambitious_luis $GOOGL is great they have the fastest growing cloud at 48%. They were my number one mag7 buy when trading at $150"
X Link 2026-02-14T22:16Z [---] followers, [--] engagements

"YTD Performance Update:🚨 Roth IRA: -3.25% Taxable Account: -8.63% #Stocks #StockMarket #Investing https://twitter.com/i/web/status/2022808073744916700 https://twitter.com/i/web/status/2022808073744916700"
X Link 2026-02-14T23:00Z [---] followers, [---] engagements

"@GrindeOptions Will be epic I think we see tech like $META $AMZN rebound along with crypto"
X Link 2026-02-15T01:51Z [---] followers, [---] engagements

"@Dividend_Dollar Exactly one of the cheapest mag7 names"
X Link 2026-02-15T01:54Z [---] followers, [----] engagements

"@GirthyNomad @James_S2908 @HolySmokas Good point. The way I see it is all major chip designers would be at the same risk seeing most high end chips are produced there. $NVDA $AMD $AVGO would all be affected since they use the $TSMs fabs"
X Link 2026-02-15T03:45Z [---] followers, [---] engagements

"@lotrading88 @HolySmokas $AMD $NVDA $AVGO will be affected as well since high-end chips are produced there"
X Link 2026-02-15T04:00Z [---] followers, [--] engagements

"@GirthyNomad @James_S2908 @HolySmokas Facts. I am long with a $150 average"
X Link 2026-02-15T04:02Z [---] followers, [--] engagements

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