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@QualityInvest5 Avatar @QualityInvest5 Aria Radnia

Aria Radnia posts on X about $adbe, $uber, business, $zeta the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

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Mentions: XXX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence

Social category influence stocks #905 technology brands XXXXX% finance #4630 cryptocurrencies #2363 social networks XXXX% fashion brands XXX% luxury brands XXX% automotive brands #3549 travel destinations XXX%

Social topic influence $adbe #1, $uber #52, business #3095, $zeta #5, $googl #1853, $nflx #10, adobe #209, $wbd #23, $asml #10, asml #16

Top accounts mentioned or mentioned by @wealthmatica @marketbeating20 @dissectmarkets @theronnievshow @dividenddynasty @bjmtweets @samsolid57 @xinvestingdiary @andersreiche @stockstormx @sixsigmacapital @realroseceline @steelmindcap @latticeinvestor @william_r2rclub @saynototrading @holysmokas @theeuinvestor @endicottinvests @signastrategies

Top assets mentioned Adobe, Inc. (ADBE) Uber Technologies, Inc. (UBER) ZetaChain (ZETA) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Cream (CRM) Amazon.com, Inc. (AMZN) Booking Holdings Inc (BKNG) General Electric Company (GE) Fiserv, Inc. (FI) Microsoft Corp. (MSFT) Airbnb Inc (ABNB) monday.com Ltd. Ordinary Shares (MNDY) Paramount Skydance Corporation Class B Common Stock (PSKY) S&P Global Inc (SPGI) TransMedics Group, Inc. Common Stock (TMDX) Simplify Macro Strategy ETF (FIG) ServiceNow Inc (NOW) Now Coin (NOW) Lululemon Athletica Inc (LULU) Moody's Corporation (MCO) Fair Isaac, Corp. (FICO) Remitly Global, Inc. Common Stock (RELY) Wise (WISE) Trade Desk, Inc. (TTD) UiPath, Inc. (PATH) Duolingo, Inc. Class A Common Stock (DUOL) Salesforce Inc (CRM) TransDigm Group, Inc. (TDG) Msci Inc (MSCI) Zus (ZCN) SPDR S&P XXX ETF Trust (SPY) PayPal Holdings Inc (PYPL) Paycom Software Inc (PAYC) Mastercard, Inc. (MA) Dash (DASH) Instacart (CART) Walmart, Inc. (WMT)

Top Social Posts

Top posts by engagements in the last XX hours

"Netflix down X% on news that " Warner Bros Discovery $WBD opens new tab has received a second round of bids including a mostly cash offer from Netflix $NFLX " Source: Reuters"
X Link 2025-12-03T15:25Z 19.7K followers, 15.5K engagements

"I love businesses that flex their operating leverage $DUOL"
X Link 2025-12-03T17:35Z 19.7K followers, 25.8K engagements

"Chris Hohn bought $GE around the $XX mark and sold a good bit of $MSFT to do so I thought it was a idiotic move at the time selling such a high quality business to speculate on a spinoff My god was I mistaken $GE is a 3x in XX months but I cant understand how he knew 😳"
X Link 2024-10-06T05:21Z 19.6K followers, 1611 engagements

"At $XXX $SPGI is the cheapest its been since the IHS Markit merger. One of the worlds highest-quality businesses with a solid low to mid teens growth profile. Looks like a steal right about now 🧐"
X Link 2025-04-27T17:30Z 19.6K followers, 14.3K engagements

"Evo Gaming in a STEEEEEP drawdown 😬 Any interest $EVO $EVVTY $EVO.ST"
X Link 2025-05-11T16:40Z 19.6K followers, 8145 engagements

"Wise is firing on ALL cylinders - more customers - more spending volume - and higher balances in customers' accounts And unlike everyone's favourite value trap (PainPal) their take rate is moving up not down πŸ€·β™‚ $WISE.L"
X Link 2025-09-30T18:05Z 19.6K followers, 4307 engagements

"Some high-quality stocks I think are currently undervalued: SEVERLY UNDERVALUED Salesforce $CRM at $XXX Adobe $ADBE at $XXX Constellation Software $CSU.TO at $3800 Fiserv $FI at $XXX TransMedics $TMDX at $XXX UNDERVALUED Transdigm $TDG at $1300 S&P Global $SPGI at $XXX MSCI $MSCI at $XXX Adyen $ADYEN at $1440"
X Link 2025-10-02T15:00Z 19.6K followers, 39.8K engagements

"$ADBE is a dead company that happens to be doing $23B of revenue per year growing XX% YoY Dare I say it this is $GOOGL 2.0"
X Link 2025-10-17T18:34Z 19.6K followers, 153.2K engagements

"A family friend has XX yrs till her kid turns XX The education savings account she's in owns mutual funds earning X% w/ a XXX% fee (criminal if you ask me) I'm looking to switch her to BMO ETFs like $ZCN $ZEQT $ZIU $ZGRO Any thoughts or guidance πŸ€”"
X Link 2025-10-28T16:15Z 19.6K followers, 3316 engagements

"$ASML X% AWAY FROM ALL TIME HIGHS THAT IS SIMPLY"
X Link 2025-10-30T18:30Z 19.6K followers, 3235 engagements

"Slowly growing interested in $ZETA - 3.6x P/S - XX% revenue growth - expanding moat from counter-positioning against legacy players and the chart below does help"
X Link 2025-11-13T04:40Z 19.6K followers, 7597 engagements

"Does anybody know why Figma's gross margins FELL off a cliff last quarter Worrying 🧐 $FIG"
X Link 2025-11-15T20:44Z 19.6K followers, 19.2K engagements

"If you bought Amazon X years ago. the S&P has roughly doubled your returns 😬 $VOO $SPY $AMZN"
X Link 2025-11-18T18:14Z 19.6K followers, 16.7K engagements

"Ive had some monster wins and some ugly losses. Sold $PYPL at $XX $GOOGL +120% Sold $PAYC $XXX $GOOGL +82% Sold $CRM $XXX $UBER & $GOOGL XX% & XX% Sold $MA $FI -XX% 😬 And now I'm making a bet trimming $GOOGL at $XXX and moving into $ADBE at $XXX because I think it outperforms. I also think most Google bulls are blind to how expensive its gotten (ex-investment gains) TLDR: Ive nailed some runaway winners and I've also had my fair share of BIG losers. I regret nothing and don't apologize for anything either/ Also you should not be following any of my investment moves or any other"
X Link 2025-11-21T15:41Z 19.6K followers, 24K engagements

"Airbnb trading at its lowest valuation since going public XX% rev growth X% TTM buyback yield Wide-moat from MASSIVE network effects global scale and a trusted brand Any interest for the accommodations giant $ABNB"
X Link 2025-11-24T15:37Z 19.6K followers, 55.3K engagements

"Similar to $ASML's business which couples expensive mission-critical hardware with long term service contracts . $GE does the exact same thing Services revenue has grown at a XX% CAGR since the spin off"
X Link 2025-11-28T15:26Z 19.6K followers, 6894 engagements

"ServiceNow has been dead money for X years Valuation has dropped from 18x sales to just 10x well below its 5Y average Is $NOW finally starting to get interesting again"
X Link 2025-11-28T16:33Z 19.6K followers, 10.3K engagements

"Monday(.)com below the IPO price again Flat since Feb 2022 Trades at 5x EV/Sales $MNDY 😬"
X Link 2025-11-28T18:36Z 19.6K followers, 8402 engagements

"Current state of $MNDY: 1) Turning the corner on profitability 2) Revenue growing XX% but management guided for XX% next year 3) XX% of ARR comes from customers with 10+ users 4) Net dollar retention on 10+ user customers is XXX% Trading at just 5x EV/Sales. how does this not work from here Serously"
X Link 2025-11-28T18:43Z 19.6K followers, 10.1K engagements

"The unsung here of EVERY single one of these network effect platform businesses like $UBER $DASH and even $AMZN Advertising For $CART it's no different XX% advertising CAGR since 2020 nearly doubling the core business's growth"
X Link 2025-11-28T18:49Z 19.6K followers, 2627 engagements

"Biggest longer term threat to Amazon e-commerce isnt Temu or Walmart or any other retailer Its UBER And I say this as an Amazon hyper-bull. Getting things delivered in an hour vs next day for a few dollars more than what it costs in store / on Amazon Over time this will be a big business for Uber as more consumers realize this is an option $PDD $WMT $AMZN $UBER"
X Link 2025-11-28T18:55Z 19.6K followers, 19.8K engagements

"About to finish the best month for the channel More frequent uploads better editing better planned videos better research etc God bless. Happy to keep the train going and thankful for all the great reception aaand thank you Jeremy"
X Link 2025-11-29T04:11Z 19.6K followers, 6702 engagements

"Intel hovered around 1x the value of its assets for more than a year Stock has nearly doubled purely off the back of multiple expansion since then $INTC"
X Link 2025-12-01T13:00Z 19.6K followers, 5625 engagements

"Is $ASML expensive now at all time highs I don't think so I think we've just now gotten back the normal premium the business trades at 33x EV/EBIT for a high teens grower with one of the widest moats on Earth Not buying but definitely a hold for me personally"
X Link 2025-12-02T17:29Z 19.6K followers, 9515 engagements

"LFG time to get lectured on $ZETA πŸ‘‡ Tune in Saturday"
X Link 2025-12-02T21:43Z 19.6K followers, 5527 engagements

"$GOOGL and $ADBE are building an alliance. Adobe has launched mobile apps and tools that integrate with YT to help creators The current creator tools on YouTube are a hot mess. Anyone thats ever uploaded a video and tried cutting a section out after knows this"
X Link 2025-12-02T23:32Z 19.6K followers, 20.9K engagements

"Hey @michaelbatnick saw you bought Adobe but are still in the research phase May humbly recommend my two part series on the stock where I cover: 1) AI disruption threats and why it's a long term secular tailwind instead 2) Seat dilution issue ( if AI makes everyone more efficient does that = less seats = less revenue ) 3) Competition from Canva Figma etc Cheers big fan of the show πŸ™"
X Link 2025-12-03T03:39Z 19.6K followers, 8679 engagements

"Fakurava's Q3 Earnings are out $CRM Total RPO: (+12% YoY) Total Revenue: (+9% YoY) Free Cash Flow: (+22% YoY) Returned $4.2B to shareholders Agentforce + Data XXX ARR hit $1.4B up XXX% YoY πŸš€ They also raised guidance: FY26 rev now $41.45B$41.55B (+9-10% YoY)"
X Link 2025-12-03T21:17Z 19.6K followers, 5425 engagements

"Been seeing a lot of Adobe videos on YT recently The creative cult is picking up steam πŸ‘€ $ADBE"
X Link 2025-12-03T22:59Z 19.6K followers, 6260 engagements

"@bdinvestingg $ADBE has held on to margins with their declining rev growth and the valuation has adjusted accordingly from 50x to 15x $LULU margins on the other hand and not to mention theyre barely growing a few % right $ADBE is doing 10%+ rev growth for breakfast"
X Link 2025-12-07T21:07Z 19.6K followers, XXX engagements

"@SignaStrategies adobe can also be a multi bagger in the same time frame"
X Link 2025-12-08T15:56Z 19.6K followers, XXX engagements

"@FelixKern2 who would ever lend 90B to a company cash flowing 0.3B The company theyre buying already has 30B of debt and cash flows X This is a joke at the current price $PSKY cant afford this AT ALL and it would likely lead to layoffs"
X Link 2025-12-08T16:28Z 19.6K followers, 3015 engagements

"@Investrista if these investment gains get wiped out valuation goes down they have to register a mark to market loss of XX 20B or more your net income goes down by that much (or more) its easily a 40-50 PE depending on where the stock is"
X Link 2025-12-08T20:19Z 19.6K followers, 1050 engagements

"@XInvestingDiary Warner bros + HBO have amazing assets. Homerun acquisition if it actually goes through"
X Link 2025-12-09T15:37Z 19.6K followers, XX engagements

"If you bought Autodesk X years ago you would be down on your investment while revenues have nearly doubled The lesson Valuation. Matters. $ADSK"
X Link 2025-12-03T15:38Z 19.7K followers, 4788 engagements

"Portfolio Update Dec X 2025 No changes. My plans with the cash is to deploy it in $ADBE ideally in the $XXX range if it drops after earnings hopefully 🀞 If we don't get a meaningful dip post-earnings I think I will just deploy it into $UBER because I want that position to be 20%+ in my portfolio as well Also activley researching $ZETA which I think could be an awesome spec position similar style to my X% in $TMDX. Love what I'm seeing there. X days till we find out I guess πŸ˜„"
X Link 2025-12-04T16:27Z 19.7K followers, 56.4K engagements

"Whats your highest conviction idea going into 2026 Mine has to be $ADBE or $UBER"
X Link 2025-12-04T19:15Z 19.7K followers, 15.4K engagements

"They're addressing it. $ZETA"
X Link 2025-12-05T17:11Z 19.7K followers, 12.7K engagements

"Bought a very small starter in $ZETA at about XXX% weight Planning on bumping it up to 2-3% or more as I research the business more"
X Link 2025-12-05T20:56Z 19.7K followers, 8911 engagements

"It's only a matter of time. $ZETA"
X Link 2025-12-06T16:05Z 19.7K followers, 12.1K engagements

"Current research list $ZETA $CSU $GE $BKNG (not gonna buy but just want to learn)"
X Link 2025-12-06T18:41Z 19.7K followers, 8272 engagements

"Really helpful tweet regarding the payment companies"
X Link 2025-12-07T18:29Z 19.7K followers, 7638 engagements

"I think my plan with the cash is to buy $ADBE after earnings if it drops. If it doesn't I'll just plow it all into $UBER even though I'd be averaging up. a lot"
X Link 2025-12-08T15:22Z 19.7K followers, 15.7K engagements

"I have a very simply question: Paramount has 15B of debt with and 0.3B of TTM FCF. How do they plan on coming up with roughly $90B $WBD $PSKY $NFLX"
X Link 2025-12-08T16:25Z 19.7K followers, 49.1K engagements

"New video on $NFLX $WBD $PSKY situation Title should clue you in on my stance on this all lol Link in bio"
X Link 2025-12-08T23:16Z 19.7K followers, 8598 engagements

"Wealth 🀝 Health"
X Link 2025-12-09T01:44Z 19.7K followers, 9420 engagements

"$ADBE -XX% on great earnings incoming "
X Link 2025-12-10T20:53Z 19.7K followers, 19.9K engagements

"Perhaps a bit greedy of me but I'd get interested in $NFLX in the low 30s PE range which puts the stock at $XX or so At that point it'll be 25%+ EPS (just like $UBER) trading at a slightly bigger premium which is warranted IMO"
X Link 2025-12-11T00:31Z 19.7K followers, 10.3K engagements

"LVMH the parent of Louis Vuitton Dior and more is now trading near its lowest multiple in X years. At what point does this world-class luxury empire become too cheap to ignore $LVMH $MC.PA"
X Link 2025-06-07T17:57Z 19.7K followers, 58.3K engagements

"My favourite non-US stock is $ASML because of its monopoly-like moat great margins and excellent secular growth πŸ‘Œ Whats your favourite non-US stock and why"
X Link 2025-09-07T15:33Z 19.7K followers, 25.6K engagements

"1. $MCO Moody's - Credit Ratings Business Moody's has been the standard for corporate debt ratings for over a century. When an enterprise wants to raise debt for their business operations they MUST get a rating from $MCO because it's a stamp of approval on that business"
X Link 2025-09-16T19:02Z 19.7K followers, 1423 engagements

"2. $SAF.PA Safran Aerospace Engines Safran (via CFM w/ $GE) dominates narrow-body jets: the CFM56 & LEAP engines power 70%+ of global fleets. With 40k+ engines in service and decades of high-margin servicing airlines are locked in for 2030 years after purchase. Thats a textbook standards moat in aviation ✈"
X Link 2025-09-16T19:02Z 19.7K followers, 1377 engagements

"What would you change about this portfolio $AMZN $GOOGL $ASML $UBER $FICO $FI $TMDX $ADBE $HIMS"
X Link 2025-09-26T00:00Z 19.6K followers, 27.3K engagements

"$RELY's customer count has grown at XX% per year. FOR X YEARS STRAIGHT. Absolutely disgusting"
X Link 2025-10-03T18:08Z 19.7K followers, 5600 engagements

"$RELY ads plastered all over the subway in Toronto Remittance wars heating up with $WISE whos also advertising heavy here"
X Link 2025-11-13T15:56Z 19.7K followers, 2325 engagements

"I continue to ask why buy Airbnb when you can just buy Booking(.)com at a cheaper valuation with more growth and better margins $ABNB $BKNG"
X Link 2025-11-21T14:08Z 19.7K followers, 9408 engagements

"Costco's membership growth is truly spectacular to see $COST"
X Link 2025-11-30T04:45Z 19.7K followers, 6540 engagements

"Half a BILLION nights were booked on Airbnb's platform over the past year I was X of those βœ‹ $ABNB"
X Link 2025-11-30T16:23Z 19.7K followers, 8412 engagements

"$TTD is currently trading at its cheapest valuation in more than X years. It's also putting up its slowest revenue growth of roughly XX% πŸ€” Any interest"
X Link 2025-12-01T11:00Z 19.7K followers, 7427 engagements

"What he said πŸ‘‡ $GOOGL $ADBE"
X Link 2025-12-01T20:22Z 19.7K followers, 29K engagements

"Supposedly Waymo is the only AV company and theyre gonna disrupt $UBER somehow though"
X Link 2025-12-03T14:56Z 19.7K followers, 9803 engagements

"Curious to see these $CRM earnings I suspect a rev re-acceleration in the air"
X Link 2025-12-03T20:49Z 19.7K followers, 4875 engagements

"The current state of Salesforce: They played the Agentforce conquer world card They played the 2030 guidance card no effect They played the OpenAI partnership card no effect They beat earnings and raised guidance no effect The only thing saving this stock will either be pure performance for the coming quarters or acceleration to double digits What else can they do to convince the street There is nothing left lol $CRM"
X Link 2025-12-04T15:46Z 19.7K followers, 11.9K engagements

"These two videos will be career and reputation defining for meπŸ™ $ADBE"
X Link 2025-12-05T21:14Z 19.7K followers, 14.6K engagements

"$ZETA vod We covered A LOT of ground"
X Link 2025-12-06T16:54Z 19.7K followers, 2860 engagements

"$ADBE moved up X% and ALL weekend long im seeing a bunch of positive tweets and videos suddenly Do I even have to say it at this point"
X Link 2025-12-07T15:00Z 19.7K followers, 19K engagements

"What has a better moat $UBER or $NFLX"
X Link 2025-12-07T15:37Z 19.7K followers, 6420 engagements

"wtf is this chart πŸ˜‚"
X Link 2025-12-07T18:21Z 19.7K followers, 24.7K engagements

"@macaronicapital uber has a 200b market cap 🀨"
X Link 2025-12-09T20:41Z 19.7K followers, XXX engagements

"I introduce to you the Polish grocery store that has grown faster than all of Big Techfor a decade STRAIGHT 😳 $DNP.WA"
X Link 2025-03-04T21:31Z 19.7K followers, 7548 engagements

"August 1st 2025 Bought a starter position in $FICO at X% ish. Risk v reward is quite attractive here at 40x fwd P/E given the growth + moat profile of this business. Funded using all cash $ASML remains at the top of the watchlist and frankly I think that might be the better buy here. But I already have a position AND I've been dying to get into $FICO for over X years now. Cheers"
X Link 2025-08-01T19:29Z 19.7K followers, 78K engagements

"The single greatest economic moat a business can possess is to be recognized as a standard "where the network effects created by your past sales give you the right to make your next sale" - $MCO CEO Ray McDaniel Here are XX POWERFUL examples of a "standards" business πŸ§΅πŸ‘‡"
X Link 2025-09-16T19:02Z 19.7K followers, 17.2K engagements

"5. $GOOGL Google - Internet Search Google is synonymous with internet search providing the most comprehensive and reliable search results. When people need information they turn to $GOOG setting the standard for search engines"
X Link 2025-09-16T19:02Z 19.7K followers, XXX engagements

"$CSU.TO might be one of the clearest buys in the market right now - 25x P/FCF - 20%+ FCF/share growth - Wide moat both in the portfolio companies with high switching costs + pricing power and as an acquirer given their reputation and lengthy history of M&A Hard to find a cleaner compounder than this one πŸ€”"
X Link 2025-10-29T02:58Z 19.7K followers, 18.1K engagements

"FCFA2S +46% $CSU.TO"
X Link 2025-11-07T23:20Z 19.7K followers, 10.6K engagements

"New video breaking down last weeks AI-driven $BKNG selloff and why it made ZERO sense Topics covered: Flights risk is irrelevant Their fragmented supply base is a natural defense Google has zero incentive to undermine a top ad customer that spends $5B+ annually Full breakdown (link in bio)"
X Link 2025-11-23T19:13Z 19.7K followers, 5885 engagements

"$WISE breaks its users into two groups: 10M Personal accounts 500K Business accounts But heres the interesting part even though there's 20x more personal users. Each business user is SIGNIFICANTLY more valuable πŸ‘‡"
X Link 2025-11-25T17:01Z 19.7K followers, 1915 engagements

"Booking starting to look pretty attractive here IMO 19x EV/EBIT 15%+ EPS Growth Wide-moat from MASSIVE network effects scale and an international brand What do you think $BKNG"
X Link 2025-11-27T18:33Z 19.7K followers, 10.9K engagements

"Berkshire's cash pile has NEVER been bigger Both in dollar terms and as a % of total assets πŸ‘‡ $BRK $BRK.B"
X Link 2025-12-02T02:24Z 19.7K followers, 4488 engagements

"A tiny cohort of customers probably drives MOST of $ZETA's revenue heres why πŸ‘‡ They have XXX customers. XXX spend between $100K$1M XXX spend over $1M But the average customer spends $2.1M Which means the big accounts arent just big theyre MASSIVE and they completely skew the entire revenue base upwards TLDR: A small cohort of customers likely account for an overwhelming majority of revenues"
X Link 2025-12-02T17:40Z 19.7K followers, 7805 engagements

"$BKNG is undervalued. End of story"
X Link 2025-12-03T18:23Z 19.7K followers, 5281 engagements

"Average $ADBE shareholder"
X Link 2025-12-03T22:24Z 19.7K followers, 8343 engagements

"These two will be big winners over the next 4-6 quarters $CRM $ADBE"
X Link 2025-12-04T01:01Z 19.7K followers, 21K engagements

"$ADBE +5% $CRM +4.7%"
X Link 2025-12-05T15:17Z 19.7K followers, 14.7K engagements

"If $NFLX x $WBD doesnt go through. This might be worst than the $ADBE x $FIG break up with that monster $6B break up fee If it does go through the sky is the limit with just how much opportunity there is with the new IP for more content and cross-selling ability"
X Link 2025-12-05T21:24Z 19.7K followers, 7652 engagements

"10 AM EST TOMORROW THE LECTURE IS ON πŸ“πŸ“ $ZETA"
X Link 2025-12-06T00:44Z 19.7K followers, 5604 engagements

"I also agree with the $1500 $ADBE PT As you can see this is a TEXTBOOK jurassic wedge pattern πŸ‘‡"
X Link 2025-12-07T18:32Z 19.7K followers, 28.4K engagements

"Netflix Warner bros transaction summary - expects to close in 12-18 - expects to realize 2.5B in cost synergies - purchase using mixture of cash and equity - Expecting transaction to accretive to GAAP EPS by second year πŸ‘€ Home-run acquisition if it goes through $NFLX $WBD"
X Link 2025-12-07T20:32Z 19.7K followers, 13.5K engagements

"Crazier stat: AWS is only XX% of Amazon revenues but XX% of operating profit And as recent as 2022 accounted for XXX% of profits (because E-com was losing money) $AMZN"
X Link 2025-12-07T22:29Z 19.7K followers, 16.7K engagements

"When you start using ServiceNow you don't stop $NOW has a XX% renewal rate 😳"
X Link 2025-12-08T23:06Z 19.7K followers, 12.2K engagements

"@Marketbeating20 i just recording an exclusive for it. I wanna get really polished on the moat before i make a $zeta public video"
X Link 2025-12-09T00:04Z 19.7K followers, XXX engagements

"P/E ratio on depressed earnings is completely irrelevent Especially for cyclical companies or those undergoing a turnaround $NKE $EL $SBUX $LVMH $LULU come to mind"
X Link 2025-12-09T15:52Z 19.7K followers, 9391 engagements

"Every. Single. Quarter. Without skipping a beat $RELY's active customer has nearly 10x'd since 2019"
X Link 2025-12-10T00:02Z 19.7K followers, 4338 engagements

"Funny if I was researching $ASML for the first time today Aster a few hours Id probably conclude this is too complicated/too much work and likely outside my circle of competence anyways Maybe my old naivety wasnt so bad after all. Invest then investigate (to an extent)"
X Link 2025-12-10T04:11Z 19.7K followers, 11.6K engagements

"@MartimP815 i actually plan on making a video on this as i was thinking about it. but asml would have to get REALLY expensive for me to trim"
X Link 2025-12-10T14:46Z 19.7K followers, XXX engagements

"@TechLongShort google it but 15b i think guiding for 24b in 2026"
X Link 2025-12-10T14:47Z 19.7K followers, XX engagements

"100M people use Reddit Every. Single. Day. $RDDT"
X Link 2025-12-10T16:09Z 19.7K followers, 3254 engagements

"I'm quite liking $MNDY at these prices ngl"
X Link 2025-12-10T20:41Z 19.7K followers, 4341 engagements

"$ADBE EARNINGS ARE OUT Revenue up XX% YoY XX% Operating Margins FY25 Subscription revenue up XX% YoY Guiding for $25.20B to $25.66B of FY26 Revenue As you can see they're getting BADLY disrupted by AI"
X Link 2025-12-10T21:17Z 19.7K followers, 109K engagements

"@SixSigmaCapital @samsolid57 @samsolid57 it's a nickname we made for Adobe. Theyre not actually comitting fraud But just like how there's PainPal for PayPal. We also made SellsForce for salesforce and of course the most brutal of them all FailServ for Fiserv"
X Link 2025-12-10T22:17Z 19.7K followers, XXX engagements

"IM TELLING YOU GUYS $UBER IS SNEAKILY MAKING ITS WAY INTO E-COM AND NONE OF YOU BELIEVE ME Bullish $SHOP as well btw"
X Link 2025-12-10T23:02Z 19.7K followers, 26.7K engagements

"@realroseceline what"
X Link 2025-12-10T23:16Z 19.7K followers, 1759 engagements

"Adobe reported XXX% growth in QUARTER-OVER-QUARTER generative credit consumptions Do you really think they're gonna sit idle and let AI eat their business $ADBE"
X Link 2025-12-11T00:12Z 19.7K followers, 10.4K engagements

"@Proxy_Tank better opportunities out there imo but thats the case with $MSFT always it wont ever be top of the buy list yk"
X Link 2025-12-11T00:35Z 19.7K followers, XXX engagements

"CEO of Uber Dara says they want to eventually make helicopters "cost a little bit more than Uber Black" Names partners like Joby Aviation as key allies in this pursuit $UBER $JOBY"
X Link 2025-12-11T03:44Z 19.7K followers, 4439 engagements

"@menholdon awesome man yeah i watched MAX and the innovation is incredible πŸ‘Œ"
X Link 2025-12-11T04:23Z 19.7K followers, XXX engagements

"Weve all heard of the basic moats like switching costs scale network effects brand etc But what are some hidden lesser known moats This is for a video btw πŸ‘‡"
X Link 2025-11-16T15:46Z 19.7K followers, 8803 engagements

"PE ratio of big tech without investment gains: Google $GOOGL 39x Amazon $AMZN 38x Apple $AAPL 36x Microsoft $MSFT 30x One of these is mispriced and not in the good way"
X Link 2025-11-24T15:44Z 19.7K followers, 127.7K engagements

"The fall of Trade Desk never ceases to amaze me This was a market darling trading at XX sales and now its down XX% in a year Wild how fast sentiment flips $TTD"
X Link 2025-11-27T18:40Z 19.7K followers, 7333 engagements

"Tesla hasn't grown revenues for two years straight $TSLA"
X Link 2025-12-01T03:14Z 19.7K followers, 288.1K engagements

"$ASML ALL TIME HIGH"
X Link 2025-12-02T16:51Z 19.7K followers, 5947 engagements

"According to my calculations $ADBE is a buy this IS financial advice"
X Link 2025-12-08T17:01Z 19.7K followers, 36.5K engagements

"As @TravisHoium pointed out recently Zillow truly has 10x potential from here if they can get their act together XX% market share in the US 250M unqiue monthly active users 160M+ total properties (as of 2023) INSANE network effects + scale advantages over smaller scale competitors And they're finally moving in the direction of GAAP profitability (again). this can be a massive"
X Link 2025-12-09T16:07Z 19.7K followers, 3005 engagements

"Oracles revenue trajectory is going exponential πŸ‘€ 24: $53B (+6%) 25: $57.4B (+8.4%) LTM: $61B (+11.1%) 26E: $67B (+16.7%) 27E: $83.6B (+24.8%) 28E: $125.5B (+50.2%) This isnt a steady grower anymore. $ORCL"
X Link 2025-12-11T16:00Z 19.7K followers, 1325 engagements

"You do know what happens next right $RELY πŸ“ˆ"
X Link 2025-11-18T16:43Z 19.7K followers, 3794 engagements

"Sweetgreen's stock has declined a WHOPPING -XX% in the past year I wonder why πŸ€” $SG"
X Link 2025-11-19T18:28Z 19.7K followers, 3960 engagements

"Bill Ackman says hes finishing due diligence on a company theyve really wanted to own for years now available at a bargain price My bet is either $META or $ADBE"
X Link 2025-11-23T16:46Z 19.7K followers, 690.9K engagements

"Diamond Hill Capital Management initiated a position in $ADBE last quarter They have $32B in AUM Below is their commentary on the business πŸ‘‡"
X Link 2025-11-28T19:32Z 19.7K followers, 13K engagements

"You don't love to see it 😬 $PATH"
X Link 2025-11-30T16:19Z 19.7K followers, 29.9K engagements

"Really starting to look into $ZETA again So cheap and so much growth margins ramping Fundamentally the business is fantastic πŸ‘Œ"
X Link 2025-11-30T20:34Z 19.7K followers, 519K engagements

"This WILL be glorious πŸ“ˆ $ZETA"
X Link 2025-12-01T14:00Z 19.7K followers, 21.6K engagements

"10 days away until I can LOAD UP on $ADBE at $XXX after it drops irrationally on blowout earnings πŸ‘Œ"
X Link 2025-12-01T19:46Z 19.7K followers, 4218 engagements

"My current EBIT/Growth spreadsheet What do we think"
X Link 2025-12-02T18:21Z 19.7K followers, 6321 engagements

"@Steelmindcap REMITLY IS THE OTHER ONE WOW"
X Link 2025-12-03T21:26Z 19.7K followers, XXX engagements

"Netflix placed the highest bid for Warner Brothers They offered $XX per share or roughly $70B Only X short months ago this company's valuation started with a X . $WBD $NFLX"
X Link 2025-12-05T05:43Z 19.7K followers, 93.4K engagements

"SBC down profits up is this the beginning of a profitable future for UiPath $PATH"
X Link 2025-12-07T15:34Z 19.7K followers, 3532 engagements

"There's nothing I would want more than a SpaceX IPO so the 800B valuation gets COMPLETELY decimated Then all of a sudden people will wonder why their precious Google PE starts with a X $GOOG $GOOGL"
X Link 2025-12-08T16:33Z 19.7K followers, 37.9K engagements

"You're seeing what I'm seeing. right $RBLX"
X Link 2025-12-09T15:36Z 19.7K followers, 5706 engagements

"An underrated angle of the $NFLX x $WBD deal: Gaming Netflix has been dancing around it for years now theyd instantly gain access to major franchises like Mortal Kombat and Injustice But also with Netflixs resources behind it this segment could finally get the supercharge development it needs with new and combined IP to make more interesting games in the future"
X Link 2025-12-09T15:56Z 19.7K followers, 3024 engagements

"KEY IPOs TO WATCH (smallest to biggest) Discord: Exploring IPO in late 2025 or early 2026 15B valuation Anduril: Expects to IPO in the next few years Latest valuation $30.5B Canva: Targeting IPO in 20262027 $42B valuation Revolut: Expected to IPO in 2026 75B+ valuation in a secondary Stripe: No IPO plans announced yet (expects in the next few years but theyve been saying this for a while) Latest tender $106.7B Databricks: IPO-ready targeting late 2025/early 2026 $134B potential SpaceX: IPO planned for Mid-late 2026 Target $1.5T+ WOULD BE THE LARGEST IPO OF ALL TIME"
X Link 2025-12-10T04:36Z 19.7K followers, 14.2K engagements

"@teechongyen what whered you get this info from"
X Link 2025-12-10T14:51Z 19.7K followers, 2537 engagements

"Just bought some $UBER at $XX and I now have XXX shares at $XX cost basis Will do full update later. If $ADBE drops significantly on earnings Ill the rest of the cash there. If not ill maybe hold it to see if I want to bump up $ZETA or something like that. more $UBER Idk"
X Link 2025-12-10T17:50Z 19.7K followers, 26.7K engagements

"Ferrari down roughly XX% in X months and is now trading at valuations not seen since the pandemic Durable compounders like this don't go on sale often. $RACE"
X Link 2025-12-10T22:16Z 19.7K followers, 30.4K engagements

"Adobe reduced shares outstanding by -X% this quarter Buyback yield now sits at just shy of -X% for the full year $ADBE"
X Link 2025-12-10T23:19Z 19.7K followers, 10.5K engagements

"IT'S LITERALLY A STRAIGHT LINE UP INTO THE RIGHT "BEING DISRUPTED" LOLL $ADBE"
X Link 2025-12-11T00:17Z 19.7K followers, 10.7K engagements

"Post-2022 subscriber loss fiasco Netflix has generally bottomed around that high 30s PE ratio range Will this time be any different 🧐 $NFLX"
X Link 2025-12-11T00:28Z 19.7K followers, 16.3K engagements

"Live Nation makes only XX% of its revenues from Ticketmaster but this segment alone accounts for nearly half of operating income Said another way the actual concerts themselves have razor thin margins. $LYV"
X Link 2025-12-11T19:28Z 19.7K followers, XXX engagements