@Rationalmind__ Avatar @Rationalmind__ Therationalmind

Therationalmind posts on X about ai, business, $hims, in the 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 65% finance 49% technology brands 25% social networks 10% automotive brands 6% cryptocurrencies 6% luxury brands 4% fashion brands 2% celebrities 1% countries 1%

Social topic influence ai 21%, business 16%, $hims 12%, in the 11%, money 10%, if you 8%, short interest 8%, gme 8%, twitter 7%, meta 7%

Top accounts mentioned or mentioned by @wealthyreadings @dimitrynakhla @pandadaytona @nataninvesting @toninafairvalue @capexandchill @dubbiosismo @qualityinvest5 @thevaluetrade @dirtygreenpaper @hatedmoats @revcap @holysmokas @wheelieinvestor @endicottinvests @gubloinvestor @lyronctk @therocktrading @himshouse @stockbookworm

Top assets mentioned Hims & Hers Health, Inc. (HIMS) Netflix Inc (NFLX) Metadium (META) Mastercard, Inc. (MA) Alphabet Inc Class A (GOOGL) Ferrari N.V. (RACE) S&P Global Inc (SPGI) monday.com Ltd. (MNDY) Microsoft Corp. (MSFT) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Tesla, Inc. (TSLA) Nike Inc (NKE) AppLovin Corporation (APP) Booking Holdings Inc (BKNG) Bitcoin (BTC) Remitly Global, Inc. (RELY) Duolingo, Inc. (DUOL)

Top Social Posts

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

"A quality valuation analysis on $MA Current P/E Ratio: 30.5x (Based on $518 price / $17.01 FY25 Adj EPS) 10-Year Mean: 37.5x FCF Yield: 3.4% ($16.4B FCF / $476B Market Cap) 10-Year Mean: 2.8% As you can see $MA is trading below fair value pricing in a recession that isn't happening tomorrow (Volumes +9% Cross Border +15%). Going forward investors can receive 15-18% MORE in earnings per share just from the compounding engine. Before we get into valuation lets take a look at why $MA is the King of Quality (Financials in USD FY 2025) BALANCE SHEET Cash: $10.6B Total Debt: $19.0B Net Debt: $8.4B"
X Link 2026-02-14T16:22Z [---] followers, [----] engagements

"Everyone's panicking about $GOOG spending $185B on AI. Nobody's pricing in the $132B in net income they just printed. Let's do the math: Current P/E: 28x (based on $175 price / $10.81 FY25 EPS) [--] Year Avg P/E: 28x FCF Yield: 1.93% (vs. 3.5% 5Y avg) Wait.why is FCF yield down if the business is accelerating Because they're pre investing for the next decade of AI infrastructure. This isn't spending it's building a moat while competitors watch. The Numbers: 🟢Revenue: $403B (+15% YoY) 🟢Google Cloud: $17.7B Q4 revenue (+48% YoY) 🟢Cloud Operating Income: $5.3B (2.5x YoY) 🟢Search Revenue: $63B"
X Link 2026-02-05T13:49Z [---] followers, [---] engagements

"I'll say it again.This is a rare moment to look at Constellation Software $CSU.TO The stock had a significant pullback to the [----] CAD level. For a compounder that usually trades at a massive premium this is a dislocation. Because of Constellations M&A model (buying hundreds of VMS businesses) GAAP EPS is not the best metric due to high amortization of intangibles. We will use FCF (Free Cash Flow) per share. [--]. The Numbers (Current Snapshot) Stock Price: [----] CAD FCF/Share (TTM): 165-170 CAD (implied from 15x P/FCF data) Current P/FCF: 15x (Historically CSU trades at 25x30x FCF). Overall the"
X Link 2026-02-08T09:19Z [---] followers, [---] engagements

"Stock drops 40%. Do you: A) Sell ("Technical breakdown") B) Double down ("Margin of safety") C) Freeze ("What do I even own") Wrong answer: All of them. Right answer: "What changed in the business" The checklist: ✓ Revenue growth ✓ Margins ✓ Debt ✓ Competition ✓ Management No change = Buy more. Real change = Run. Markets test character not charts. https://twitter.com/i/web/status/2020507915937800648 https://twitter.com/i/web/status/2020507915937800648"
X Link 2026-02-08T14:40Z [---] followers, [--] engagements

"$CSU.TO The Giant Wakes Up While everyone was watching big tech earnings Constellation Software just quietly signaled its next phase. Recent Moves: Spin-off Strategy: Following the success of Topicus ($TOI) and Lumine ($LMN) they are proving they can "clone" headquarters. This removes the bottleneck on capital deployment. Capital Deployment: Despite size they deployed $2B last year. The "law of large numbers" bears have been wrong for a decade. The Signal: The stock pullback to $2480 isn't a business failure; it's a sentiment shift. But the machine is running hotter than ever. Spin offs"
X Link 2026-02-09T11:10Z [---] followers, [---] engagements

"$HIMS The Hims & Hers GLP-1 War: A Deep Dive into the Lawsuits and Future Outlook Date: February [--] [----] Hims & Hers Health is facing an existential legal and regulatory storm. What started as a lucrative pivot into compounded weight loss drugs has mutated into a multi-front war against Big Pharma (Novo Nordisk) the FDA and class action lawyers. Here is the analytical breakdown of the lawsuits the core legal arguments and the realistic future outlook for HIMS. [--]. The Core Lawsuits: What is Happening There are three distinct layers of legal pressure hitting Hims & Hers simultaneously as of"
X Link 2026-02-09T18:42Z [---] followers, [----] engagements

"@TheValueTrade Trying to be rational this is the real current situation for $HIMS read if have some share or want to know the facts and not just noise: https://x.com/Rationalmind__/status/2020931285963690117s=20 $HIMS The Hims & Hers GLP-1 War: A Deep Dive into the Lawsuits and Future Outlook Date: February [--] [----] Hims & Hers Health is facing an existential legal and regulatory storm. What started as a lucrative pivot into compounded weight loss drugs has mutated into a multi-front https://x.com/Rationalmind__/status/2020931285963690117s=20 $HIMS The Hims & Hers GLP-1 War: A Deep Dive into"
X Link 2026-02-09T18:45Z [---] followers, [----] engagements

"@dirtygreenpaper Trying to be rational this is the real current situation for $HIMS read if have some share or want to know the facts and not just noise: https://x.com/Rationalmind__/status/2020931285963690117s=20 $HIMS The Hims & Hers GLP-1 War: A Deep Dive into the Lawsuits and Future Outlook Date: February [--] [----] Hims & Hers Health is facing an existential legal and regulatory storm. What started as a lucrative pivot into compounded weight loss drugs has mutated into a multi-front https://x.com/Rationalmind__/status/2020931285963690117s=20 $HIMS The Hims & Hers GLP-1 War: A Deep Dive into"
X Link 2026-02-09T18:45Z [---] followers, [---] engagements

"How $CSU.TO Actually Makes Money (and why AI matters) Most software companies try to build "The Next Big Thing." Constellation Software buys "The Thing That Won't Die." Whats The Model: Find niche "mission critical" VMS (Vertical Market Software). Think: software for managing bowling alleys municipal buses or timber yards. Buy them cheap (often 1x-2x revenue). Raise prices cut bloat optimize FCF. Never sell. Use the cash to buy more companies. Everyone fears AI will kill legacy software. CSU sees it differently: Efficiency. If AI lets [--] engineer do the work of [--] CSU's 1000+ portfolio"
X Link 2026-02-10T16:45Z [---] followers, [---] engagements

"$MNDY: The Baby Out With the Bathwater Monday just dropped 20% because guidance missed by 1.5% and continue to drop Lets look at the actual business at $75/share: ✅ Revenue: $1.45B+ (growing 19%) ✅ FCF Margin: 15-20% (Cash Machine) ✅ Enterprise Growth: Accelerating (customers $50k = 41% of ARR) ❌ SMB Self Serve: Weak (Macro headwinds) Valuation has compressed to 2x EV/Sales. For a profitable platform-grade SaaS leader The market is pricing it like a melting ice cube. Its actually seems more as a maturing compounder. This is where the money is made folks. #MNDY #SaaS #Investing #Contraria"
X Link 2026-02-10T18:57Z [---] followers, [---] engagements

"$PGY: From Cash Burner to Cash Printer 🖨 Pagaya posted its first full year of GAAP Net Income ($81M). Adjusted EBITDA is up 76% to $371M. Margins hit 29%. Yet the stock is priced for bankruptcy because volume growth slowed to 3%. The Trade off: Management explicitly cut risky volume to protect credit performance. They chose profitability over vanity metrics. At 4x [----] EBITDA you are buying a profitable AI-lending infrastructure play for scrap value. If credit holds up this re-rates to 8-10x. Double your money just by returning to "average." #Pagaya #Fintech #ValueInvesting #Earnings"
X Link 2026-02-10T19:02Z [---] followers, [----] engagements

"$RACE is trading at 34x Earnings after reporting +12% revenue growth and +13% EPS growth in FY25. The bears say: "34x for a car company is insane." The bulls say: "It's a luxury goods monopoly with pricing power." Who is right Let's look at the cash machine. FY [----] Scorecard: -Revenue: 6.7B (+12% YoY) -Net Profit: 1.4B (+13% YoY) -EBITDA Margin: 38.2% (Steady) -Industrial FCF: 932M (Flat YoY due to capex) Everyone is focused on the [-----] cars delivered (+3%). Nobody is talking about the Personalization Revenue boom. That's pure margin. When you sell a 400k car the next 100k in leather"
X Link 2026-02-10T20:29Z [---] followers, [--] engagements

"Twitter is panicking because $SPGI dropped to $400. Smart money is celebrating. Here is why the drop is a gift: [--]. The "Buyback Turbo" Effect $SPGI authorized a $2.5B accelerated buyback. At $440/share that buys 5.6M shares. At $400/share that buys 6.2M shares. The price drop just increased your ownership of the business by 10% for free. [--]. Margins are EXPANDING not contracting Adjusted Operating Margin: 48.6%. That is +270 basis points YOY While the market worries about revenue noise management is making the business more efficient. [--]. The "Safety" Trade Q4 Revenue Breakdown: Transaction"
X Link 2026-02-10T20:42Z [---] followers, [---] engagements

"A quick reminder that $GOOG spending $185B on AI infrastructure sounds insane.Until you realize they generated $165B in operating cash flow in [----]. That's not debt funded gambling my friend. That's cash flow reinvestment. Here's the math from FY [----] Financials: Operating Cash Flow: $164.7B CapEx: $91.4B Free Cash Flow: $73.3B For [----] assume: CapEx: $180B (midpoint of $175-185B guidance) Operating Cash Flow: $200B (conservative +20% growth) Implied FCF: $20B Even in the heaviest investment year they'll still print $20B in free cash. What are they getting for it Google Cloud is now a $70B+"
X Link 2026-02-11T08:42Z [---] followers, [--] engagements

"A quality valuation analysis on $OSCR Current P/E Ratio: 13.5x (Based on $12.90 price / $0.95 FY26 Guide Midpoint) Forward EBITDA Multiple: 5.5x (Based on $650M FY26 Adj. EBITDA Guide) Free Cash Flow: Positive (Finally) The market still treats Oscar like a "cash burning SPAC." But they just posted their first profitable year ($173M Net Income) and guided for $300M+ Net Income in [----]. You are buying a hyper growth InsurTech at a value stock multiple. Going forward investors can receive 20-25% MORE in earnings per share from operating leverage alone. Before we get into valuation lets clear up"
X Link 2026-02-11T10:27Z [---] followers, [---] engagements

"A quality valuation analysis on $SPGI Current P/E Ratio: 24.9x (Based on $400 price / $16.08 FY26 Guide) 10-Year Mean: 32.3x FCF Yield: 3.9% ($4.7B FCF / $120B Market Cap) As you can see $SPGI is trading 23% below its historical average. The market is pricing in a recession that isn't happening handing you a monopoly on sale. Going forward investors can receive 15-20% MORE in earnings per share from organic growth + accelerated buybacks at depressed prices. Before we get into valuation lets take a look at why $SPGI is the Operating System of Capital (Financials in USD FY 2025) BALANCE SHEET"
X Link 2026-02-11T14:21Z [---] followers, [---] engagements

"$RACE at $365/share. Is the upside gone Let's run the compounding math from the FY25 base EPS of [----] ($8.50). EPS Scenarios for 2028: 10% CAGR (Base Case): $11.30 EPS 15% CAGR (Bull Case): $12.90 EPS (Driven by new hypercar + special series) Price Targets in 2028: At 30x P/E (Multiple Compression): 10% Growth $339 (Dead money) 15% Growth $387 (+6% total return) At 35x P/E (Current Multiple Holds): 10% Growth $395 (+8% total return) 15% Growth $451 (+23% total return) At 40x P/E (Luxury Premium Returns): 10% Growth $452 (+24% total return) 15% Growth $516 (+41% total return) Lets be real the"
X Link 2026-02-11T20:50Z [---] followers, [---] engagements

"Quick reminder that $MSFT currently trades at 23x forward earnings with locked contracts ($392B commercial RPO) showing 51% growth and Azure accelerating at 40% YoY. Only attention point the company is investing $35B annually in capex (76% higher than last year) to feed an AI demand that's still outrunning capacity. Is this a supply constrained infrastructure story with 2+ years of locked revenue upside or an overheated capex cycle betting on AI hype that will normalize https://twitter.com/i/web/status/2021883745045807589 https://twitter.com/i/web/status/2021883745045807589"
X Link 2026-02-12T09:47Z [---] followers, [---] engagements

"@Dubbiosismo That is true in term of strategy but number wise the revenue growth was giving that "vibe" no"
X Link 2026-02-12T10:19Z [---] followers, [--] engagements

"I appreciate your take. I see actually different here. "85% of Sundance films were made with Adobe tools" means owning the least profitable part of the creator economy. The real money isn't Sundance. It's the millions of corporate videos social ads and YouTube empires that are actively abandoning Premiere for CapCut and DaVinci Resolve because Adobe is bloated crash prone and expensive. Its like bragging about being the king of indie film while losing the war for the internet. To me this looks a classic Horse & Buggy fallacy. "Cars will just make horses faster" No. AI video (Sora Runway Pika"
X Link 2026-02-12T10:38Z [---] followers, [--] engagements

"Is $MNDY an AI Winner or Loser The narrative is shifting. Monday isn't just "project management" anymore. Management confirmed their new "Monday Vibe" product is the fastest to hit $1M ARR in company history. Why AI Agents. Their new architecture allows companies to build "AI workforces" that execute tasks not just track them. Automating workflows Surface insights (AI Sidekick) Building custom apps on data The market sees a [----] revenue miss. I see a platform transitioning to the AI application layer. At $70 the AI optionality is free. #AI #MNDY #TechTrends #Software"
X Link 2026-02-12T17:34Z [---] followers, [---] engagements

"Quick self audit: How many of your investment decisions in the past year were based on: - Deep analysis - Someone else's excitement - FOMO - "This can't keep going up" Be honest. Your answer reveals more about your returns than any strategy ever will. #InvestingPsychology"
X Link 2026-02-13T07:54Z [---] followers, [--] engagements

"Twitter loves to group $RACE with $TSLA or $LVMH. Stop. It's lazy. Tesla: Volume game. Price cuts. Margins compressing. LVMH: Cyclical luxury. Exposed to aspirational shoppers. Ferrari: Supply constrained BY CHOICE. The Evidence from FY25: Shipments: [-----] units. Order Book: "Extending into 2027" (CEO Vigna). Think about that. They have sold every car they will build for the next two years. If a recession hits tomorrow Ferrari doesn't lower prices. They just work through the backlog. In a sense while tech stocks swung 30% last year Ferrari just. delivered cars. Just remember: Q4 Revenue: +11%"
X Link 2026-02-13T15:08Z [---] followers, [---] engagements

"@HatedMoats Posted a valuation that you may like yesterday on $NFLX: https://x.com/Rationalmind__/status/2022003284337123431s=20 A quality valuation analysis on $NFLX Current P/E Ratio: 30.4x (based on $77 price / $2.53 FY25 EPS) [--] Year Mean: 48.0x 2026e FCF Yield: 3.3% (on $11B guidance) [--] Year Mean: 0.5% (historically cash negative) As you can see $NFLX appears to be trading below fair value https://t.co/zmAYpZ6PjR https://x.com/Rationalmind__/status/2022003284337123431s=20 A quality valuation analysis on $NFLX Current P/E Ratio: 30.4x (based on $77 price / $2.53 FY25 EPS) [--] Year Mean:"
X Link 2026-02-13T20:27Z [---] followers, [----] engagements

"@WealthyReadings Yes they do cause once a $ISRG device is sold (mainly Da Vinci ones) the maintenance and purchase of usables are recurrent revenues. So the more they expand in the market the more they have recurrent entries. $TDMX doesnt have this type of business dynamics"
X Link 2026-02-13T20:35Z [---] followers, [--] engagements

"$MSFT at 25x vs $NKE/ $WMT at 30x+ isnt an overearning problem. Its a CapEx anxiety problem. The market hates that $MSFT spent $37.5B in ONE quarter on GPUs (+66% YoY). It treats that cash as vaporized until proven otherwise. Anywya to put it simply if Satya is right about AI demand 25x is a gift. If he's wrong that CapEx is a massive write off. The discount is the price of uncertainty.which is probably not so risky https://twitter.com/i/web/status/2022414034490786100 https://twitter.com/i/web/status/2022414034490786100"
X Link 2026-02-13T20:54Z [---] followers, [---] engagements

"@DimitryNakhla Dont forget $UBER"
X Link 2026-02-13T20:56Z [---] followers, [---] engagements

"@rev_cap Jealous sad person.aside from being a scammer and criminal so yeah I wouldnt listen even a thank you from him"
X Link 2026-02-15T16:23Z [---] followers, [--] engagements

"$PGY Guidance: Sandbagged or Stalled What's the real story here [----] Guidance: Revenue: $1.4B - $1.6B (15% growth) EBITDA: $410M - $460M (17% growth) This isn't hypergrowth anymore thats clear It's Quality Growth what they are aiming Pagaya is becoming a boring profitable compounder. 90% of revenue from fees (low balance sheet risk) $8.5B in funding raised (institutions still buying) Expanding into Auto & POS (diversification) If you want a 50% grower look elsewhere. If you want a profitable fintech at a value multiple look here. #Pagaya #Stocks #Macro #Value"
X Link 2026-02-12T08:58Z [---] followers, [----] engagements

"Thats a great way to frame the current generation (LLMs) which largely predict the next token based on human data. But do you think that changes with reasoning models (like o1 or DeepSeek) that use self play AlphaGo is the classic example it didn't just process human moves; it played against itself to produce strategies no human had ever mined. If AI starts generating high quality synthetic data to train itself does the leverage shift away from the miners (data owners) back to the processors https://twitter.com/i/web/status/2022693159176643053"
X Link 2026-02-14T15:23Z [---] followers, [---] engagements

"Love the business push back a bit on the no brainer label. Im fully invested in META and still think about it this way: At 2122x forward youre paying a fair price for an apex asset not getting it for free. The $40 EPS / 25x = $1000 setup is a bullish case (even if I also think its pretty reasonable) not base case If we end up closer to mid30s EPS in [----] and the multiple sticks around 20x youre looking at a low teens CAGR before buybacks very solid but not shut your brain off and size it like a norisk 16% IRR. Biggest difference vs $GOOGL for me: META is still basically a pure play ads"
X Link 2026-02-15T15:29Z [---] followers, [---] engagements

"A Quality Valuation on Monday $MNDY . dont miss out on this one Everyone is staring at the stock chart (-70% drop). Smart investors are reading the transcript. The market heard soft guidance. I heard "conservative setup with an AI call option. Here is the napkin math that matters at $74/share. [--]. The Setup: Priced for Death Market Cap: $3.7B Cash on Hand: $1.3B (Net Cash is 35% of the entire market cap). Enterprise Value (EV): $2.4B. [----] Revenue Guide: $1.46B - $1.48B (+19% YoY). The Multiple: EV / Sales (2026e): 1.6x. EV / FCF (2026e): 9.6x (Based on $250M midpoint FCF guidance). FCF Yield:"
X Link 2026-02-15T18:01Z [---] followers, [---] engagements

"The metric isn't broken. The denominator is my friend Respect the history but you are using a 20th century ruler to measure a 21st century economy. While Accounting Rules Changed (GAAP) - In [----] accounting standards (FASB 142) changed how companies treat goodwill impairments. It forced massive write-downs during recessions artificially crushing the "E" in the Shiller P/E. Also the composition of the Index changed. In [----] the S&P [---] was oil banks and factories (Capital heavy low ROIC low P/E). Today its Tech Services and IP (Capital light infinite ROIC high P/E). You should pay a higher"
X Link 2026-02-15T17:10Z [---] followers, [--] engagements

"The Duopoly of Visa ( $V) & Mastercard ( $MA) The Royalties on Global GDP explained So lets be honest there are good businesses there are great businesses and then there are Visa and Mastercard. They dont lend money. They dont take credit risk. They dont manufacture anything. They just own the rails. Every time you tap click or swipe they take a cut (assessment fees + switching fees). It is the only business model on earth that is a natural inflation hedge (prices go up = fees go up) with infinite ROIC (incremental transactions cost them near zero). If you are a value investor this is your"
X Link 2026-02-16T10:28Z [---] followers, [---] engagements

"Charlie Munger once said: "The best business is a royalty on the growth of others." $META has built exactly that: a [----] BILLION person advertising platform that takes a cut every time a business wants to reach customers. Here's why Meta's ad business is entering a new growth phase THE SCALE IS ABSURD: ✓ 3.58B Daily Active People across Facebook Instagram WhatsApp & Messenger -that's 75% of ALL internet connected humans on Earth ✓ Over 2B daily actives EACH on Facebook & WhatsApp ✓ Instagram approaching 2B daily actives THE ENGAGEMENT IS ACCELERATING: ✓ Instagram Reels watch time: +30% YoY"
X Link 2026-02-14T14:57Z [---] followers, [---] engagements

"Your numbers are solid but you are likely underestimating (on purpose) the upside volatility. If they hit those EPS targets a [--] 30x multiple is far more likely than 20x pushing CAGRs closer to [--] 30%. Buying $APP here is a bet that the multiple holds 20x. Given they are growing EPS at 30% a 20x multiple is actually a PEG of [---]. That is pretty cheap for a dominant AI ad monopoly or close to it https://twitter.com/i/web/status/2022688829375725977 https://twitter.com/i/web/status/2022688829375725977"
X Link 2026-02-14T15:06Z [---] followers, [---] engagements

"I strongly agree here. 100%. This is the critical distinction: Closed System vs. Open System. Closed System (Go/Code/Math): AI can play against itself generate synthetic truth and outperform humans without new data. Open System (Finance/News/Real World): AI cannot reason its way to knowing if $NKE missed earnings. It must buy that data from the source ( $SPGI/ $LSEG/Bloomberg). So for companies like $SPGI or $MCO the moat is arguably stronger in an AI world. AI makes the analysis cheap (commoditizing junior analysts) but it makes the ground truth invaluable. The more AI models hallucinate the"
X Link 2026-02-14T17:37Z [---] followers, [----] engagements

"I love the stress test but I think you missed the real nightmare scenario for $CSU. It isn't growth going to zero (retention floor is too high). It isn't valuation compression (that's just mark to market pain). The real risk is capital allocation decay. $CSU is a compounding machine because it deploys FCF at high ROIC. If hurdle rates drift (as you noted) or deal flow dries up that $82/share FCF starts piling up on the balance sheet earning 4% (or worse gets deployed into bad deals). Then you turn into a dividend stock. At that point the multiple doesn't just halve.it goes to a utility"
X Link 2026-02-14T17:51Z [---] followers, [---] engagements

"@PandaDaytona I can do a deep dive on $V if you are interested in the next days"
X Link 2026-02-14T18:35Z [---] followers, [---] engagements

"@PandaDaytona I mean they have the same valuation but $MA grows a bit faster what you can do is have both and add on specific dips"
X Link 2026-02-14T18:43Z [---] followers, [--] engagements

"@ToninaFairValue When you say Hold rating on what returns and time span you refer to Cause its the point of the whole investment thesis"
X Link 2026-02-14T19:13Z [---] followers, [---] engagements

"Wall Street continous obsession over $META Reality Labs losing $19B/year is one of the most obvious value investor misdirection I've seen in years Here's why you're looking at the wrong thing: Reality Labs 2025: ❌ Revenue: $2.2B ❌ Operating Loss: $(19.2B) ❌ Operating Margin: -770% Family of Apps 2025: ✅ Revenue: $198.8B ✅ Operating Income: $102.5B ✅ Operating Margin: 51.6% Reality Labs is 1% of Meta's revenue but takes up 90% of analyst questions. Let me do the math for you: If Meta shut down Reality Labs tomorrow the company would trade at: $680B market cap (adjusted for RL losses) $95B in"
X Link 2026-02-15T13:17Z [---] followers, [---] engagements

"The framework is solid: 1.Separate who actually pays from who just benefits from AI 2.Follow the money into infra (chips power data centers) not the narrative stocks But I think youre still underestimating (on purpose of course) how brutal the economics can get for everyone above the infra layer. LLMs are already commoditizing application logic. If your moat is we integrated AI into our SaaS congrats so did everyone else. The infra guys (NVDA TSM power specialized data key payment rails etc.) are quietly becoming the new tax authorities of the digital economy. They dont need AI narratives;"
X Link 2026-02-15T13:26Z [---] followers, [--] engagements

"@DimitryNakhla @CapexAndChill convince me to buy $APP that I am already pretty tempted I mean even when I run the below conservative valuation seems a bargain😅"
X Link 2026-02-15T17:03Z [---] followers, [---] engagements

"@CapexAndChill @DimitryNakhla Gotta say that also the management seems pretty solid reminds me of $ASML or $BKNG ones in the way the handle the calls with pure facts"
X Link 2026-02-15T17:11Z [---] followers, [--] engagements

"@PandaDaytona @PandaDaytona just posted a $V and $MA deep dive:)"
X Link 2026-02-16T10:30Z [---] followers, [--] engagements

"Terry Smith's half stat gotcha is cute but pulverizes under basic finance scrutiny like citing GDP growth without inflation or survivorship bias. [----] P/E 5.3x to [----] 34x Sure "only" 2.3% p.a. from multiple expansion. if you ignore the 6.7x nominal GDP growth 17% inflation adjusted earnings expansion and the fact that [----] S&P was 90% railroads/industrials that got obliterated by autos/aviation (Just look at Dow [--] of 1917: [--] delisted by 1999). A more accurate math woul be that 11.6% CAGR embeds 4% dividends (now 1.3%) 5% real EPS growth (multi-decade tailwind from"
X Link 2026-01-22T14:29Z [--] followers, [---] engagements

"@QualityInvest5 Just made a post on $HIMS at the end Amazon rarely gets something done in these extra projects $HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months ago Hims & Hers was "that hair loss stock." Fast forward to [----] stock up 142% YTD 30% short interest Reddit calling it the "next GME." But behind the noise A compounding machine most investors completely https://t.co/rz7H8kSLrI $HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months ago Hims & Hers was "that hair loss stock." Fast forward to [----] stock up 142% YTD 30% short interest Reddit calling it"
X Link 2026-01-22T20:42Z [--] followers, [---] engagements

"@HolySmokas Just made a post on $HIMS that Im sure you would like $HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months ago Hims & Hers was "that hair loss stock." Fast forward to [----] stock up 142% YTD 30% short interest Reddit calling it the "next GME." But behind the noise A compounding machine most investors completely https://t.co/rz7H8kSLrI $HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months ago Hims & Hers was "that hair loss stock." Fast forward to [----] stock up 142% YTD 30% short interest Reddit calling it the "next GME." But behind the noise A"
X Link 2026-01-22T20:43Z [--] followers, [----] engagements

"@WheelieInvestor Made a post on $HIMS that Im sure you are gonna like it https://x.com/rationalmind__/status/2014352657981260121s=46&t=qWUgtu82UA-DImxY6dl8fw $HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months ago Hims & Hers was "that hair loss stock." Fast forward to [----] stock up 142% YTD 30% short interest Reddit calling it the "next GME." But behind the noise A compounding machine most investors completely https://t.co/rz7H8kSLrI https://x.com/rationalmind__/status/2014352657981260121s=46&t=qWUgtu82UA-DImxY6dl8fw $HIMS: From FinTwit Meme to Telehealth Monster Picture"
X Link 2026-01-22T20:48Z [--] followers, [---] engagements

"@EndicottInvests Dont know if Im used to green anymore. BTW just made a post on $HIMS that Im sure you would like https://x.com/rationalmind__/status/2014352657981260121s=46&t=qWUgtu82UA-DImxY6dl8fw $HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months ago Hims & Hers was "that hair loss stock." Fast forward to [----] stock up 142% YTD 30% short interest Reddit calling it the "next GME." But behind the noise A compounding machine most investors completely https://t.co/rz7H8kSLrI https://x.com/rationalmind__/status/2014352657981260121s=46&t=qWUgtu82UA-DImxY6dl8fw $HIMS: From"
X Link 2026-01-22T21:40Z [--] followers, [---] engagements

"@Gubloinvestor Dont know if Im used to green anymore 🥹BTW just made a post on $HIMS that Im sure you would like https://x.com/rationalmind__/status/2014352657981260121s=46&t=qWUgtu82UA-DImxY6dl8fw $HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months ago Hims & Hers was "that hair loss stock." Fast forward to [----] stock up 142% YTD 30% short interest Reddit calling it the "next GME." But behind the noise A compounding machine most investors completely https://t.co/rz7H8kSLrI https://x.com/rationalmind__/status/2014352657981260121s=46&t=qWUgtu82UA-DImxY6dl8fw $HIMS: From"
X Link 2026-01-22T21:40Z [--] followers, [---] engagements

"@lyronctk And that Morganis Morgan Freeman"
X Link 2026-01-22T21:41Z [--] followers, [---] engagements

"@The_RockTrading Dont take away hope from us😅 BTW I did a post on $HIMS that I am sure you would appreciate: https://x.com/Rationalmind__/status/2014352657981260121s=20 $HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months ago Hims & Hers was "that hair loss stock." Fast forward to [----] stock up 142% YTD 30% short interest Reddit calling it the "next GME." But behind the noise A compounding machine most investors completely https://t.co/rz7H8kSLrI https://x.com/Rationalmind__/status/2014352657981260121s=20 $HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months"
X Link 2026-01-23T07:48Z [--] followers, [---] engagements

"Central banks have been buying [----] tonnes per year for three straight years (20222024) which is a very different regime vs. the pre-2022 400500t norm. But the parabolic price action does raise big drawdown risk and if real yields re accelerate higher gold can retrace hard. I wouldnt FOMO https://twitter.com/i/web/status/2014620233407832409 https://twitter.com/i/web/status/2014620233407832409"
X Link 2026-01-23T08:44Z [--] followers, [--] engagements

"@himshouse I made a post on $HIMS that you guys would appreciate;) https://x.com/Rationalmind__/status/2014352657981260121s=20 $HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months ago Hims & Hers was "that hair loss stock." Fast forward to [----] stock up 142% YTD 30% short interest Reddit calling it the "next GME." But behind the noise A compounding machine most investors completely https://t.co/rz7H8kSLrI https://x.com/Rationalmind__/status/2014352657981260121s=20 $HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months ago Hims & Hers was "that hair loss stock.""
X Link 2026-01-23T13:44Z [--] followers, [---] engagements

"@StockBookworm Monster holdings where you able to have good entry point"
X Link 2026-01-24T15:30Z [--] followers, [---] engagements

"Which one is better stock A or stock B This is one of the worst questions in investing and one of the most popular. Whats worse is that most of the time people are comparing totally different animals: A volatile small-cap vs a sleepy dividend giant A cyclical commodity play vs a highmultiple compounder A 3year trade vs a 30year ownership story (Example comparing $TSLA to $COLA) And then they expect a oneword answer. But you cant say really which stock is better without knowing the owner. Whats your time horizon [--] months [--] years [--] years Whats your liquidity need Are you buying a house in 2"
X Link 2026-01-25T07:57Z [--] followers, [--] engagements

"This post is what happens when you mistake a weekly chart of $BTC for a market cycle and confuse liquidity flows with collapse. For example if $1.7B outflows = bubble collaps when thats only 2% of the ETF AUM In traditional finance we call that rebalancing. If $1.7B exiting a trillion dollar asset class is a collapse wait until you see what happens when Nvidia misses earnings by [--] cents. https://twitter.com/i/web/status/2015366125626749291 https://twitter.com/i/web/status/2015366125626749291"
X Link 2026-01-25T10:08Z [--] followers, [---] engagements

"When a stock like $IREN is up 45% YTD and flashing "578% ARR growth the market is usually pricing in execution perfection not just the revenue. So is it priced in Partially. The 45% rip suggests smart money is front running the capacity expansion But if we see it from the perspective that Energy is the new moat. $IREN isn't just a miner/HPC play; its a power infrastructure play. If they actually secure and energize that 1.4GW pipeline while Bitcoin stays $90k and AI compute demand stays tight the current multiple is likely cheap https://twitter.com/i/web/status/2015406616858779861"
X Link 2026-01-25T12:49Z [--] followers, [--] engagements

"@mvcinvesting The flaw in his logic Mag [--] capex isn't a monolith. If Meta slows down Microsoft or Google picks up the slack because they are in a prisoner's dilemma; if they stop building they lose the AI arms race. $NBIS feeds on the aggregate shortage not a single company's budget"
X Link 2026-01-25T12:51Z [--] followers, [----] engagements

"@qualtrim Yes but ever wonder what is the cost for this Ads business for Netflix I made a post on $NFLX that you should read https://x.com/Rationalmind__/status/2014688671518068876s=20 Yes Netflix ( $NFLX ) still has a moat today but the direction of the business is changing in a way that should make long term investors at least a little uncomfortable. Ok $NFLX is winning the streaming war by slowly becoming the thing it disrupted. Here me out for years https://t.co/xSq7iHL4ZN https://x.com/Rationalmind__/status/2014688671518068876s=20 Yes Netflix ( $NFLX ) still has a moat today but the"
X Link 2026-01-25T17:23Z [--] followers, [---] engagements

"@TheProfInvestor Yes but ever wonder what is the cost for this Ads business for Netflix I made a post on $NFLX that you should read https://x.com/Rationalmind__/status/2014688671518068876s=20 Yes Netflix ( $NFLX ) still has a moat today but the direction of the business is changing in a way that should make long term investors at least a little uncomfortable. Ok $NFLX is winning the streaming war by slowly becoming the thing it disrupted. Here me out for years https://t.co/xSq7iHL4ZN https://x.com/Rationalmind__/status/2014688671518068876s=20 Yes Netflix ( $NFLX ) still has a moat today but"
X Link 2026-01-25T17:26Z [--] followers, [--] engagements

"@Jake__Wujastyk You think this is the bottom I made a post on $NFLX that I am sure you will like https://x.com/Rationalmind__/status/2014688671518068876s=20 Yes Netflix ( $NFLX ) still has a moat today but the direction of the business is changing in a way that should make long term investors at least a little uncomfortable. Ok $NFLX is winning the streaming war by slowly becoming the thing it disrupted. Here me out for years https://t.co/xSq7iHL4ZN https://x.com/Rationalmind__/status/2014688671518068876s=20 Yes Netflix ( $NFLX ) still has a moat today but the direction of the business is"
X Link 2026-01-25T17:26Z [--] followers, [---] engagements

"The argument that $MELI cant handle cheap items due to logistics costs is a textbook example of spreadsheet analysis vs. business reality. The data from late [----] confirms exactly what you said: lowering the free shipping threshold wasnt a margin suicide pact; it was a customer acquisition weapon. https://twitter.com/i/web/status/2015510587002741113 https://twitter.com/i/web/status/2015510587002741113"
X Link 2026-01-25T19:42Z [--] followers, [---] engagements

"@TrendingBitcoin I hold $MSTR but come on."Our model is sustainable as long as our core assumption holds. If it doesn't we'll pivot." Which is true for every levered BTC play but the [--] years is theater. Debt maturities come sooner"
X Link 2026-01-26T10:29Z [--] followers, [---] engagements

"This is the financial equivalent of "I'm not saying the earth is flat but hear me out." If you believe a decentralized asset with 15+ years of surviving Mt. Gox China bans 85% drawdowns and Jamie Dimon rants is suddenly going to rug you need more homework on simple math and finance https://twitter.com/i/web/status/2015734520557752528 https://twitter.com/i/web/status/2015734520557752528"
X Link 2026-01-26T10:32Z [--] followers, [---] engagements

"People talk about P/E like its astrology. Low P/E = cheap. No. Sometimes low P/E means: the business is melting and the market is not stupid. Quick test: - Is earnings quality real - Is the balance sheet safe - Are shares outstanding rising Cheap isnt a number. Cheap is a mismatch between price and durable cash flows https://twitter.com/i/web/status/2015742771496137182 https://twitter.com/i/web/status/2015742771496137182"
X Link 2026-01-26T11:05Z [--] followers, [--] engagements

"Serious investors hunt for businesses that quietly earn high returns on invested capital (ROIC) and reinvest without drama. Five names worth studying: Booking Holdings $BKNG (5Yrs AVG ROIC 32%): assetlight marketplace with powerful network effects. AutoZone $AZO (5Yrs AVG ROIC 29%): boring auto parts elite capital allocation. Copart $CPRT (5Yrs AVG ROIC 30%): salvage auctions with scale and tech advantages Dominos Pizza $DPZ (5Yrs AVG ROIC 80%): assetlight franchise model for Pizza lovers. MSCI $MSCI (5Yrs AVG ROIC 25%): index and analytics tollbooth These businesses dont need AI day or meme"
X Link 2025-12-13T11:45Z [---] followers, [--] engagements

"A simple $RELY 5year sensitivity. A business most likely overlooked with a greath story of growth. Current data LTM revenue $1.5B Share price $15 Assumptions Average revenue growth: 15%/yr $3.0B in [--] years Year5 net margin: 5%15% Shares: 205M From there every combo of margin final P/E gives a different 5year CAGR of expected returns. The stock even with a modest 15% Rev CAGR for next [--] years (way lower than their actual average) seems to have huge potential based on their path to profitability margins. In summary Remitly is a digital remittance platform: it lets migrant workers send money"
X Link 2025-12-14T14:31Z [---] followers, [---] engagements

"@Satoshrimp @nataninvesting Not bad picks. Strong conviction in all of them long term"
X Link 2026-01-18T16:10Z [---] followers, [--] engagements

"Considering the recent history of successful acquisitions $BSX is supposed to grow 3-4% faster than the market at least with focus in increasing margins considering the multiple of the sector is not expensive but really sensitive to shocking news on for example key products regulation approval missed etc https://twitter.com/i/web/status/2013694238509113788 https://twitter.com/i/web/status/2013694238509113788"
X Link 2026-01-20T19:24Z [---] followers, [---] engagements

"Its not everyday you can see great compunders in these drawdowns: - $CSU: -49% - $NOW:-46% - $RACE: -41% - $NFLX :35% The question is "when to pull the trigger and buy""
X Link 2026-01-21T10:23Z [---] followers, [---] engagements

"Cool story. But the guy's been steadily rotating out of Microsoft since [----] down from 50%+ of his portfolio pouring into farmland waste management and nuclear. $MSFT is up 800% since he peaked. Retail spotting his moves in [----] is like chasing Buffett out of Apple after the run up https://twitter.com/i/web/status/2014323596546515227 https://twitter.com/i/web/status/2014323596546515227"
X Link 2026-01-22T13:05Z [---] followers, [----] engagements

"@chitchatstocks As your are mayor bull for $RELY what you think about it"
X Link 2026-01-22T14:14Z [---] followers, [---] engagements

"$HIMS: From FinTwit Meme to Telehealth Monster Picture this: [--] months ago Hims & Hers was "that hair loss stock." Fast forward to [----] stock up 142% YTD 30% short interest Reddit calling it the "next GME." But behind the noise A compounding machine most investors completely missed. The real story: HIMS isn't a meme. It's subscription healthcare [---]. Here's what happened: When Eli Lilly/Novo couldn't meet GLP-1 demand HIMS launched compounded semaglutide at $165/month (vs $1800 branded). Weight loss revenue exploded. But the plot twist: Non-GLP revenue grew +43% to $1.2B. Hair loss ED skincare"
X Link 2026-01-22T15:01Z [---] followers, [----] engagements

"@QualityInvest5 $CHGG is what ultra bear on $DUOL think can happen"
X Link 2026-01-23T13:05Z [---] followers, [---] engagements

"Yes Netflix ( $NFLX ) still has a moat today but the direction of the business is changing in a way that should make long term investors at least a little uncomfortable. Ok $NFLX is winning the streaming war by slowly becoming the thing it disrupted. Here me out for years Netflixs moat was simple: ⚫Best product UX (no ads no cable style friction) ⚫The default what do we watch tonight app ⚫Global scale to amortize content spend ⚫Data driven content machine + distribution advantage And that moat is still real today. It remains the engagement king and the platform most households keep when they"
X Link 2026-01-23T13:16Z [---] followers, [----] engagements

"Its a valid frustration. Youre looking for a Toll Booth ET capital light compounders like exchanges ( $ICE $NDAQ) ratings agencies ( $SPGI $MCO) and data/analytics ( $MSCI $FDS) but you keep getting force fed balance sheet risk (banks/insurers) via generic "Financials" ETFs like $XLF. https://twitter.com/i/web/status/2015405763804754170 https://twitter.com/i/web/status/2015405763804754170"
X Link 2026-01-25T12:45Z [---] followers, [---] engagements

"@optionscjp So you are comparing $DUOL with Chegg the company whose product was literally pay us for answers the internet already has but with extra steps and a monthly subscription. Maybe you are not clear on what Duolingo is"
X Link 2026-01-26T10:35Z [---] followers, [----] engagements

"@ekwufinance You know he is a total scammer right"
X Link 2026-01-26T10:40Z [---] followers, [---] engagements

"Be careful of P/FCF traps $NOW looks cheap at 27x. But subtract SBC.ops. Maybe it is cheap but as much as you think"
X Link 2026-01-27T10:24Z [--] followers, [--] engagements

"@WealthyReadings Its often the problem with Fintwit that creates FOMO and people jump in equities that dont understand"
X Link 2026-01-27T21:45Z [--] followers, [--] engagements

"This hits the nail on the head. The Quality at Any Price mantra worked beautifully for a decade because multiple expansion masqueraded as alpha. When you buy a 15% grower at 40x earnings you need perfection for [--] years just to justify the entry. Any slip margins guidance macro and the multiple compression (40x 25x) crushes [--] years of earnings growth overnight. As we are seeing now for lots of equities https://twitter.com/i/web/status/2016267634543616108 https://twitter.com/i/web/status/2016267634543616108"
X Link 2026-01-27T21:50Z [--] followers, [--] engagements

"I love the chart Aria you are a magician with Fiscal AI. But to be Devil's advocate here this feels like looking at a Blockbuster video valuation deck in [----] saying 'Cash flow is strong if you ignore this new Netflix thing going on' What if that garbage 12x multiple isn't a random mistake but it's the AI Fear reasonably materialized Also 16% Rev/Share growth is great but how much of that is just aggressive buybacks masking a slow churn and/or slower user growth due to Canva/Midjourney/AI Hope you're right my friend"
X Link 2026-01-27T21:58Z [---] followers, [---] engagements

"@WealthyReadings $UNH has actually a complicated business and usually a long term hold but it gets treated as a swing trade"
X Link 2026-01-27T22:03Z [--] followers, [--] engagements

"🧠 $CSU Deep Dive: Why AI Isn't Killing it (It's acually giving a Discount) Let's address the elephant in the room: everyone on Twitter thinks AI is going to nuke "boring" software. "Why pay $50k a year for 1990s bus routing software when ChatGPT-6 can write it in [--] seconds" I get it. It sounds smart. It's also completely wrong. And if you believe it you're about to miss one of the easiest capital allocation layup of the decade. Here is why Constellation Software ($CSU) isn't dead my friend. [--]. The "Code" isn't the Moat (Sorry Silicon Valley) Tech bros think software is valuable because the"
X Link 2026-01-28T10:25Z [---] followers, [----] engagements

"@TacticzH Made a post on $CSU exactly on this AI fear that I am sure you will like it: https://x.com/Rationalmind__/status/2016457696078147994s=20 🧠 $CSU Deep Dive: Why AI Isn't Killing it (It's acually giving a Discount) Let's address the elephant in the room: everyone on Twitter thinks AI is going to nuke "boring" software. "Why pay $50k a year for 1990s bus routing software when ChatGPT-6 can write it in [--] seconds" I https://x.com/Rationalmind__/status/2016457696078147994s=20 🧠 $CSU Deep Dive: Why AI Isn't Killing it (It's acually giving a Discount) Let's address the elephant in the"
X Link 2026-01-28T10:55Z [---] followers, [---] engagements

"@DimitryNakhla Made a post on $CSU exactly on this AI fear that I am sure you will like it: https://x.com/Rationalmind__/status/2016457696078147994s=20 🧠 $CSU Deep Dive: Why AI Isn't Killing it (It's acually giving a Discount) Let's address the elephant in the room: everyone on Twitter thinks AI is going to nuke "boring" software. "Why pay $50k a year for 1990s bus routing software when ChatGPT-6 can write it in [--] seconds" I https://x.com/Rationalmind__/status/2016457696078147994s=20 🧠 $CSU Deep Dive: Why AI Isn't Killing it (It's acually giving a Discount) Let's address the elephant in the"
X Link 2026-01-28T10:56Z [---] followers, [---] engagements

"@LindenJohan I just made a post on $CSU and the misplaced AI fear that I'm sure you will like: https://x.com/rationalmind__/status/2016457696078147994s=46&t=qWUgtu82UA-DImxY6dl8fw 🧠 $CSU Deep Dive: Why AI Isn't Killing it (It's acually giving a Discount) Let's address the elephant in the room: everyone on Twitter thinks AI is going to nuke "boring" software. "Why pay $50k a year for 1990s bus routing software when ChatGPT-6 can write it in [--] seconds" I https://x.com/rationalmind__/status/2016457696078147994s=46&t=qWUgtu82UA-DImxY6dl8fw 🧠 $CSU Deep Dive: Why AI Isn't Killing it (It's acually"
X Link 2026-01-28T20:28Z [---] followers, [----] engagements

"@VanIsleInvestor I just made a post on $CSU and the misplaced AI fear that I'm sure you will like: https://x.com/rationalmind__/status/2016457696078147994s=46&t=qWUgtu82UA-DImxY6dl8fw 🧠 $CSU Deep Dive: Why AI Isn't Killing it (It's acually giving a Discount) Let's address the elephant in the room: everyone on Twitter thinks AI is going to nuke "boring" software. "Why pay $50k a year for 1990s bus routing software when ChatGPT-6 can write it in [--] seconds" I https://x.com/rationalmind__/status/2016457696078147994s=46&t=qWUgtu82UA-DImxY6dl8fw 🧠 $CSU Deep Dive: Why AI Isn't Killing it (It's"
X Link 2026-01-28T20:28Z [---] followers, [---] engagements

"🍿 $META AI CAPEX Deep Dive: How Meta's AI Capex Bet Justifies Itself (And Why The Stock Isn't Crazy) Everyone is screaming about $META's capex. $70 billion in [----]. $110+ billion in [----]. It looks insane. But this is where most investors go wrong: they think Meta is building data centers because it's fun. They're not. They're building the advertising superintelligence of the future and the math actually works. [--]. The Money Machine: Where Meta's $51B Quarterly Revenue Comes From 💰 Let's be brutally simple: 98.6% of Meta's revenue is ads. That's $50.08 billion in Q3 [----] from advertising (vs."
X Link 2026-01-29T13:44Z [---] followers, [----] engagements

"I usually like your post. But this one reads like every $Tesla bull who's been riding the 1200% gain since [----]. The people still shouting "long game" are the ones who made 10x already. The graveyard of bagholders who bought at $400 in [----] Silent. Also Price over margin campaign sounds noble until you realize Tesla's auto gross margins have collapsed from 30%+ (2022 peak) to sub 20% now even worse than most legacy automakers they mocked initially. https://twitter.com/i/web/status/2016876151847653504 https://twitter.com/i/web/status/2016876151847653504"
X Link 2026-01-29T14:08Z [---] followers, [---] engagements

"@Mr_Derivatives If you fear $META Capex I just made an article on this that you will love: https://x.com/Rationalmind__/status/2016870029317329129s=20 🍿 $META AI CAPEX Deep Dive: How Meta's AI Capex Bet Justifies Itself (And Why The Stock Isn't Crazy) Everyone is screaming about $META's capex. $70 billion in [----]. $110+ billion in [----]. It looks insane. But this is where most investors go wrong: they think Meta is building https://x.com/Rationalmind__/status/2016870029317329129s=20 🍿 $META AI CAPEX Deep Dive: How Meta's AI Capex Bet Justifies Itself (And Why The Stock Isn't Crazy) Everyone"
X Link 2026-01-29T14:12Z [---] followers, [----] engagements

"@realroseceline Well.thats simply explains what I wrote above. You love it cause you made money on it (happy for you buddy) but since you have a relevant voice dont you think would be better to spread good and valuable insights not defending your positions"
X Link 2026-01-29T14:24Z [---] followers, [--] engagements

"How $META Actually Makes Money From Your Scroll: The Advertising Breakdown Everyone thinks Meta's business is "showing ads to people." That's like saying Amazon's business is "shipping boxes." The real business is predicting which ad will make you buy then getting paid if you do. The Simple Version Advertiser: I sell shoes. My Budget is: $10000 -Goal: sell shoes. On the other hand Meta AI: Watches the 2.2B people using Instagram. Finds [-----] who bought shoes last month. Serves the ad to those people. [--] people buy shoes. Advertiser happy comes back with $50000 next month. Meta wins when for"
X Link 2026-01-30T13:53Z [---] followers, [--] engagements

"@WealthyReadings I think we become too used to short holding and have quick judgements also on $HIMS here fundamentally I m not sure you understand the company or the market if you wrote this which is nothing bad sticking to circle of competence is key"
X Link 2026-01-31T21:14Z [---] followers, [---] engagements

"$BTC Dip Panic First Understand Why It Has REAL Value (Then Why This Is Normal) $BTC at $78.9K. Crash headlines everywhere. Let me break this down properly. First does Bitcoin even have value Critics say no cash flows no earnings its just digital magic beans. This starts already from a wrong premise. Bitcoin isnt a company. Its more akin to a digital gold/store of value asset. Gold as a similarish example produces zero cash flow too. So the value is given by = scarcity + trust + portability. And what is Bitcoins edge 21M fixed cap (94% mined) vs infinite fiat Send $1M to Mars on a USB No"
X Link 2026-01-31T21:38Z [---] followers, [----] engagements

"@nataninvesting Thanks I ll try currently using Portseido but I dont like its UX"
X Link 2026-02-04T07:30Z [---] followers, [--] engagements

"The Street freaked out when $GOOG announced $175 185B CapEx for [----]. "They're lighting money on fire" Here's what they're missing: ☑Google Cloud Q4 Results: ☑Revenue: $17.7B (+48% YoY) ☑Operating Income: $5.3B (+154% YoY) ☑Backlog: $240B (+55% QoQ +100% YoY) Read that again: $240B backlog. That's not hoping AI works. That's signed contracts from enterprises saying "we need your infrastructure NOW." The AI Spending Breakdown: - 60% AI servers (GPUs TPUs) - 40% Data centers + networking This isn't speculative. It's capacity expansion to meet existing demand. CFO quote: "The majority of capex"
X Link 2026-02-06T09:25Z [---] followers, [--] engagements

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