@Stockfins Avatar @Stockfins Stockfins

Stockfins posts on X about ai, $duol, $msft, $hims 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 69.14% technology brands 30.86% finance 25.71% cryptocurrencies 9.71% currencies 9.14% exchanges 2.86% financial services #621 social networks 1.14% automotive brands 0.57% celebrities 0.57%

Social topic influence ai 13.71%, $duol #38, $msft #133, $hims 8%, cash flow 6.29%, flow 6.29%, $amzn #258, $nvo 5.71%, growth 5.71%, $rbrk 5.71%

Top accounts mentioned or mentioned by @grok @trendspider @mvcinvesting @gubloinvestor @hatedmoats @caesarcapitalz @saylordocs @fiscalai @silentmoney00 @bramvgenechten @selfheavenly_ @silent_money00 @chadventures @3orovik @qualityinvest5 @stockstormx @qualtrim @wealthmatica @thevaluetrade @geselldavid

Top assets mentioned Duolingo, Inc. (DUOL) Microsoft Corp. (MSFT) Hims & Hers Health, Inc. (HIMS) Amazon.com, Inc. (AMZN) Novo-Nordisk (NVO) Rubrik, Inc. (RBRK) Bitcoin (BTC) Netflix Inc (NFLX) Nebius Group N.V. Class A Ordinary Shares (NBIS) Metadium (META) Alphabet Inc Class A (GOOGL) Eli Lilly and Company (LLY) Adobe, Inc. (ADBE) NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) PayPal Holdings Inc (PYPL) Broadcom, Inc. (AVGO) SPDR S&P [---] ETF Trust (SPY) CoreWeave, Inc (CRWV) MercadoLibre Inc (MELI) Airbnb, Inc. (ABNB) Mario Coin (COIN) BlackRock Inc (BLK)

Top Social Posts

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

"@fiscal_ai 🚨 $AMZN is a clear range. 🚨 POC on [---] USD is a magnet now"
X Link 2026-02-14T17:31Z [----] followers, [---] engagements

"@chad_ventures 🚨 $AMZN is a clear range. 🚨 POC on [---] USD is a magnet now"
X Link 2026-02-14T17:31Z [----] followers, [--] engagements

"@BabaNeal007 Long - term is every M7 bullish. Short-term ther is a space for touching lower"
X Link 2026-02-14T17:34Z [----] followers, [---] engagements

"🐻Duolingo Bear Thesis I Built the App in a Day Investors $DUOL"
X Link 2026-02-11T13:21Z [----] followers, 18.7K engagements

"@Thomas_james_1 🚨 $NFLX is on the key support [--] USD.🚨 If the support will not hold us there are key levels: 67.53$ 52.76$"
X Link 2026-02-14T17:21Z [----] followers, [---] engagements

"@TheLongInvest $NVO 10x from here Pure nonsense"
X Link 2026-02-14T20:28Z [----] followers, [---] engagements

"@TheSkayeth Bull trap in the BEARMARKET. 🤷"
X Link 2026-02-15T01:59Z [----] followers, [--] engagements

"@3orovik Bulltrap in bearmarket. 🤷"
X Link 2026-02-15T02:09Z [----] followers, [---] engagements

"@StockSavvyShay @fiscal_ai And only 9% of backlog devoted to OpenAI. I bought $MSFT earlier this week and $AMZN might be next"
X Link 2026-02-15T14:06Z [----] followers, [---] engagements

"Is $HIMS the Amazon of Personalized Healthcare KPIs from last quarter (Q3 2025) Revenue: $599M (+49% YoY) Operating margin: +2% (Net Income positive) Adj. EBITDA margin: 13% Over the last [--] months Gross profit: $1.66B (+65% YoY) Revenue: $1.73B (+74% YoY) Balance sheet Cash & Investments: $1.1B+ Runway: Infinite (Free Cash Flow positive) Guidance 2026: Consolidation of ZAVA & North American scale 2030: Revenue target of $6.5B+ Operations Hims & Hers operates in the USA United Kingdom Germany France and officially launched in Canada (Dec 2025). 🚨 THIS IS NOT GOOD AT ALL FOR $HIMS BEARS Look"
X Link 2025-12-28T22:41Z [----] followers, [---] engagements

"🚨 $NBIS: THE "AI INFRASTRUCTURE" TRAP IS CLOSING (ON THE BEARS) Look at the screen. Revenue: $146M (+355% YoY). Core AI Growth: +400% YoY. Run Rate (ARR): $551M (Sept '25) ➔ $9B target (Dec '26). Backlog: $22.4B+ ($19.4B Microsoft + $3B Meta). CapEx: Raised from $2B to $5B to meet "Sold Out" demand. This almost NEVER happens at the same time for a newly restructured play. Historically when every major metric rallies while the stock is being "capitulated" by retail due to its complex history it means a massive institutional re-rating is intensifying. Heres why this matters: In weak companies"
X Link 2025-12-29T18:33Z [----] followers, [----] engagements

"🚨 $CSU DCF: Deep Value in a High-Quality Compounder Investment Thesis: Constellation Software remains the ultimate VMS aggregator weaponizing Free Cash Flow to acquire niche vertical software at high ROIC. Let's make a quick math: 👇 ➡ Revenue Baseline: Using 2025/2026 estimates of $11.2B CAD driven by a resilient 15% growth rate (3% organic + 12% M&A) ➡ FCF Conversion: A massive 23%+ cash flow from operations (CFO) conversion rate reflecting an asset-light high-retention model. ➡ The Discount (WACC): Applying an 8.5% rateconservative given CSUs historical beta of [---] but appropriate for"
X Link 2026-01-29T16:47Z [----] followers, [---] engagements

"🚨IMPORTANT: Both Adobe and Constellation Software are flash-screening as fundamental buys at current levels. 📊So why am I staying patient The issue isn't the fundamentals its the suffocating sentiment. The "AI Disruption" narrative the belief that LLMs will cannibalize their core moats is a powerful force and the daily cadence of AI breakthroughs is exerting constant downward pressure. With every new frontier model or breakthrough $ADBE and $CSU face the risk of a death by a thousand cuts re-rating. We have to accept that a return to historical valuation multiples might be years away or in"
X Link 2026-01-30T14:24Z [----] followers, [---] engagements

"@Gubloinvestor It's just Daniel Pronk table. Don't listen to the herd. $DUOL & $WIX are now best contrarian opportunities"
X Link 2026-02-01T07:08Z [----] followers, [---] engagements

"@VanquishTrader $RBRK is now the most compelling opportunity"
X Link 2026-02-01T07:35Z [----] followers, [---] engagements

"🚨 $MSTR: Value Destruction or the Ultimate Arbitrage I see retail screaming about Saylor buying the "top" at $95k+. On a 15-minute chart yeah it looks like a disaster. On a balance sheet Its a masterclass in Capital Arbitrage. Here is what the "Buy High" critics are missing: 1/ The Arbitrage Loop Saylor isn't "trading" Bitcoin hes scaling a decentralized central bank. $MSTR used to trade at a massive premium to its NAV (Net Asset Value). He issued equity/convertible debt at that premium and immediately rotated that "overvalued" fiat into "undervalued" BTC. 2/ BTC Yield Entry Price As long as"
X Link 2026-02-02T07:41Z [----] followers, [---] engagements

"@1000xStocks Q4'25 can be the game-changer. If $DUOL shows its growth doesn't decelerate so dramatically there's no reason for the stock to be traded at 10x EV/fwd FCF"
X Link 2026-02-02T21:02Z [----] followers, [---] engagements

"$PYPL PayPal CEO @acce is out. Branded 1% growth. Guidance - terrible. (flat EPS) Revenue - Terrible. FCF - Not great. I exited the position. This is a beginning of an end"
X Link 2026-02-03T12:44Z [----] followers, [---] engagements

"@QualityInvest5 I have nowhere found if the buyback is already included in the EPS decline"
X Link 2026-02-03T14:17Z [----] followers, [---] engagements

"TOP [--] STOCKS NOW: $META $NFLX $BRK $DUOL $HIMS"
X Link 2026-02-03T21:48Z [----] followers, [---] engagements

"JUST IN: $LLY guides +25% revenue growth rate for [----] $NVO guides -9% I guess we all know who the winner is"
X Link 2026-02-04T11:50Z [----] followers, [---] engagements

"🚨JUST IN: $UBER Uber quarterly sales jump 20% as gross bookings and trips soar Uber's revenue increased 20% to USD14.37 billion in the fourth quarter of [----]. The company's trips jumped 22% to [----] billion and gross bookings soared 22% to USD54.14 billion. Uber remains solidly on track to deliver on its three-year growth and profit outlook https://twitter.com/i/web/status/2019038438398337098 https://twitter.com/i/web/status/2019038438398337098"
X Link 2026-02-04T13:20Z [----] followers, [---] engagements

"🚨 $GOOGL WILL SPEND $185B ON CAPEX IN [----]. WHERE WILL THE MONEY GO 👇 $GOOGLs $185B [----] Capex is a brutal flex. This isn't just maintenance. Its an all-out land grab for AI dominance. The breakdown reveals exactly who is cashing the checks: $45B to Broadcom ($AVGO): The silent winner for TPU v7 ASIC design. $35B to Nvidia ($NVDA): GPU clusters for Cloud/Gemini training. $30B to Vertiv/Eaton ($VRT/$ETN): Liquid cooling & power managementthe new bottlenecks. $15B to Arista ($ANET): 800G/1.6T networking to link the clusters. $40B+ Real Estate/Energy: Physical DC shells & grid-bypass energy"
X Link 2026-02-04T23:53Z [----] followers, [---] engagements

"@MaxCrypto People need to learn cycles on financial markets. Start with: $BTC $QQQ $SOXX $XAU $XAG $WTI"
X Link 2026-02-05T13:51Z [----] followers, [---] engagements

"🚨Stocks broken: - $NBIS at $69 - $DUOL at $115 - $CSU at $2500 - $RBRK at $47 - $PLTR at $125 🚨Businesses broken: $PYPL at $39 $NVO at $43 I apologize to all of you. I considered them to be a perfect turnaround stories. They are not. They are dead money for the next [--] years. Position accordingly. https://twitter.com/i/web/status/2019545081020375546 https://twitter.com/i/web/status/2019545081020375546"
X Link 2026-02-05T22:54Z [----] followers, [----] engagements

"🚨BREAKING: $IREN STOCK I've been warning you for months that "potential" doesn't pay the bills but clearly nobody was listening while you were busy chasing the new AI hyperscaler. Todays Q2 print was a total demolition of the bull thesis proving once and for all that $IREN is just a Bitcoin miner wearing a very expensive Microsoft-branded hat. Missing revenue by $45 million while posting a $155 million net loss is a fundamental failure to execute on the very ramp-up you all priced in at the highs. Investors were promised an AI revolution but what they got was $17 million in cloud revenuea"
X Link 2026-02-05T23:14Z [----] followers, 23.8K engagements

"🩸My $DUOL investment journey is full of blood. I learnt one thing. Spanish for "I am broke" is "Estoy quebrado""
X Link 2026-02-06T07:54Z [----] followers, [---] engagements

"@StockStormX IREN is now a leveraged play on two volatile assets: Bitcoin prices + AI GPU demand. Volatility squared. The transition from bitcoin miner is misleading for me. $NBIS was meant to be a neocloud right from the beginning"
X Link 2026-02-06T08:41Z [----] followers, [---] engagements

"🚨BREAKING: $DUOL IS ABOUT TO END ITS 9-DAY STREAK OF CONSECUTIVE LOSSES"
X Link 2026-02-06T19:49Z [----] followers, [---] engagements

"🚨 I JUST BOUGHT $RBRK I want to stay transparent on my moves: I bought Rubrik ($RBRK) today. The Trade: Bought: [--] shares @ $49.39 The stock has been under heavy pressure lately (down 35% YTD) but the fundamentals34% ARR growth and massive free cash flow generationtell a different story. I'm happy to buy the hate here while the long-term data security moat remains intact. What do you think about Rubrik at $49 Good value or catching a falling knife I will provide with a full deep dive during the weekend. https://twitter.com/i/web/status/2019872870747287867"
X Link 2026-02-06T20:36Z [----] followers, [----] engagements

"📊 $QQQ - NASDAQ [---] 📊 There is technically nothing happen last [--] months. 🚨 Clear range in uptrend. Buy at bottom range but lot of negative sentiment is here.👍"
X Link 2026-02-06T21:15Z [----] followers, [--] engagements

"📊 $AMD 📊 AI winner still a bit in shadow. Earnings was good And panic reaction give us opportunity to buy. 🚨 200$ is working like a support here"
X Link 2026-02-06T21:15Z [----] followers, [--] engagements

"@qualtrim Crazy how doversified $GOOGL is"
X Link 2026-02-06T22:34Z [----] followers, [---] engagements

"@HyperTechInvest The thesis of "Netflix of Healthcare" is broken. It turns out to be like "BAYER" with litigation risk immensively high"
X Link 2026-02-07T07:08Z [----] followers, [---] engagements

"@HatedMoats $HIMS will be fine while $NVO dominant position in weight-loss treatment is lost forever. Having the second best product in duopoly is worse than not having any"
X Link 2026-02-07T20:00Z [----] followers, [---] engagements

"@HatedMoats $LLY is the winner it has nothing to do with $HIMS"
X Link 2026-02-07T20:08Z [----] followers, [---] engagements

"Say what. When two companies compete with each other and one guides 25% growh while the other guides -13%. You immediately know who the winner is. And I say as former $NVO shareholder who admitted that this company is blaming everyone for its own execution faults. Good luck on your bagholding journey. https://twitter.com/i/web/status/2020229768063406540 https://twitter.com/i/web/status/2020229768063406540"
X Link 2026-02-07T20:14Z [----] followers, [---] engagements

"@CyclesWithBach Wegowy pills work perfectly. $NVO shareholders already lost 70%"
X Link 2026-02-07T21:02Z [----] followers, [---] engagements

"@TiagoNe50260551 @HatedMoats Volume growth doesn't pay the bills when margins are being incinerated. $NVO is guiding -13% sales because they're losing the pricing power they spent [--] years building. $LLY is raising guidance while $NVO had [--] consecutive quarters of disappointment"
X Link 2026-02-07T21:09Z [----] followers, [---] engagements

"For me is not to bearish news at all. Very interesting is the sentiment for me. Every FinX expert is now bearish. Bought on 50$ sold for 20$. Similar as $BTC at 16k$ like a FTX crash. Or I am wrong.but interesting to see. 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO"
X Link 2026-02-07T21:20Z [----] followers, [---] engagements

"@wealthmatica You're selling $HIMS at its bottom 👀"
X Link 2026-02-07T21:42Z [----] followers, [---] engagements

"@Quality_stocksA And it's selling the second best product in a duopoly market. Which is even worse than not selling anything at all"
X Link 2026-02-07T21:45Z [----] followers, [----] engagements

"I really love the Fintwit battle between $HIMS and $NVO shareholders. I used to own both. I have earned money on both. If I should choose one stock to buy right now it would be $HIMS. $NVO is too obsessed with compounders while $LLY takes its market share. Selling the second best product in a duopoly is worse than not selling anything at all. $NVO guides -13% growth while $LLY +25%. $HIMS weight-loss treatment accounts for only 1/4 of sales. But I'm really enjoying the hate here and see it with sober eyes. https://twitter.com/i/web/status/2020254159526621291"
X Link 2026-02-07T21:51Z [----] followers, [----] engagements

"@TheValueTrade -30%. As i bought a dip and dip after that dip. And a dip after the dip's dip 😎"
X Link 2026-02-07T22:02Z [----] followers, [--] engagements

"@GesellDavid @mvcinvesting This exactly where you should get in not out. As the stock reached peak pessimism and fear. I'm out but most of my position was sold at $60 last May after they announced collaboration with $NVO Now I think it's rather better to STEP IN"
X Link 2026-02-08T07:05Z [----] followers, [---] engagements

"@TheRayMyers Exactly. Again I have to say it out loud. Only @mvcinvesting is truly hinest with its audience. He sold at $24 to see the stock rise again above $65"
X Link 2026-02-08T11:19Z [----] followers, [----] engagements

"@MontanaMatos Because you can be sure they won't be disrupted by AI. As easy as that. While your favourite start-up stock might disappear overnight Walmart will probably be here in [--] years from now"
X Link 2026-02-08T18:37Z [----] followers, [--] engagements

"@ondrejslunecko $MSFT has only had [--] drawdowns larger than 20% in the last decade. On average it took [--] months to get back to ATH. Is there 25% now lying on the table"
X Link 2026-02-08T20:55Z [----] followers, [---] engagements

"@TheTechInvest is being absolutely "Lynched" on X due to his $HIMS investment. It can take years to gain respect and followers. But takes only one tweet to ruin it all. $HIMS was the most attractive stock on Jan [--]. Shit hits the fan. Feb 8th: Of course I did sell at the top. Naturally. How convenient. 🤡 @TheTechInvest what gives Please do consider changing profile pic. This is a disgrace to the legend of Peter Lynch. https://t.co/EcZqUUgb3d $HIMS was the most attractive stock on Jan [--]. Shit hits the fan. Feb 8th: Of course I did sell at the top. Naturally. How convenient. 🤡 @TheTechInvest"
X Link 2026-02-08T21:03Z [----] followers, [---] engagements

"@longinvest32 Good luck on your $HIMS journey"
X Link 2026-02-08T21:06Z [----] followers, [---] engagements

"@RobStonks1 You're basically buying fear only. I might re-enter $HIMS. The fundamentals aren't bad at all with blood everywhere and stock down 70%"
X Link 2026-02-08T21:09Z [----] followers, [---] engagements

"@watoulsky Buying under 400$ is gift long-term. From high tech I bought. $MSFT 400$ $META 600$"
X Link 2026-02-08T21:22Z [----] followers, [---] engagements

"From high tech I bought. 🚨 $MSFT 400$ $META 600$"
X Link 2026-02-08T21:22Z [----] followers, [---] engagements

"@chad_ventures 70-75$ is so interesting level to buy $NFLX"
X Link 2026-02-08T21:32Z [----] followers, [--] engagements

"$QQQ - NASDAQ [---] There is technically nothing happen last [--] months. 🚨 Clear range in uptrend. Buy at bottom range but lot of negative sentiment is here.👍"
X Link 2026-02-08T21:43Z [----] followers, [---] engagements

"Why Rubrik ($RBRK) Is My Top Cyber Resilience Pick for [----] and Beyond: Fellow investors we are already [----] inviduals here. And therefore I decided to fully disclose my investment thesis on the company called Rubrik As an equity research analyst I'm always hunting for asymmetric opportunities where market fear creates generational buying windows. On Friday I was pounding the table on Rubrik (NYSE: RBRK) at $49.69 This isn't hype it's a classic case of a high-quality compounder trading at depressed levels amid a broader SaaS/cyber sector selloff. Analysts' consensus points to $110+ targets"
X Link 2026-02-08T21:47Z [----] followers, [---] engagements

"1) Rubrik is the pure-play leader in cyber recovery and data resilience not just backup but immutable AI-powered recovery from ransomware and breaches. In a world where cyberattacks hit a business every [--] seconds traditional backup fails. Rubrik's platform ensures rapid clean recovery minimizing downtime that costs enterprises billions. Founded by veterans from Google/Facebook/Oracle. Backed early by Microsoft (strategic investor). IPO'd in 2024; now scaling as a public company with a subscription-first model (high recurring revenue sticky customers). Rubrik isn't another endpoint detector"
X Link 2026-02-08T21:47Z [----] followers, [---] engagements

"2) Cybersecurity spending is projected to exceed $520B globally by [----] with the broader market growing to $700B by [----] at 13-14% CAGR. But Rubrik plays in the fastest-growing subset: cyber recovery and data resilience. Ransomware alone costs $20B+ annually (and rising). Regulations (e.g. SEC cyber disclosure rules) mandate recoverable data. Hybrid/multi-cloud explosion = fragmented data = massive need for unified resilience. Rubrik's addressable market is north of $50B today growing 20-30%+ annually. They're taking share from legacy players (Veeam Commvault) with a modern zero-trust"
X Link 2026-02-08T21:47Z [----] followers, [--] engagements

"3) Competitive Moat: Technology + Network Effects Proprietary tech: Immutable backups AI-driven anomaly detection automated recovery orchestration. Once integrated switching costs are enormousdata is the lifeblood. Partnerships: Deep ties with Microsoft (Azure integration) AWS Google Cloud. Customer love: Expanding land-and-expand model with Fortune [---] wins; net retention rates imply strong upsell. Competitors exist but Rubrik is the category creator in "cyber resilience"positioned perfectly as attacks evolve (e.g. AI-powered threats). https://twitter.com/i/web/status/2020615526909616541"
X Link 2026-02-08T21:47Z [----] followers, [--] engagements

"4) Recent Q3 FY2026 results (Dec 2025) were a beat-and-raise moment. Subscription revenue: $336M +52% YoY. Subscription ARR: $1347M up 34%. EPS: $0.10 (massive beat vs. -$0.16 est.) showing inflection toward profitability. Guidance: On track for positive free cash flow and profitability milestones. This is Rule-of-40+ territory in the making: High-30s/40s% growth + improving margins. Losses are shrinking fast as scale kicks in: typical for high-growth cyber names. At current $11B market cap forward EV/Sales looks attractive (6.8x) relative to 30-50% growth Peers (e.g. CRWD PANW trade richer"
X Link 2026-02-08T21:47Z [----] followers, [--] engagements

"5) Valuation: Screaming Buy on the Dip Current price $51 (down 50% from $103 highs -35%+ YTD amid SaaS rotation). Consensus target: $110-112 (Strong Buy from 20+ analysts). No analyst holds "sell" rating My base case: 8-10x forward sales in 2-3 years (conservative for 30%+ growers) = $120-150/share. Bull case (sustained 40%+ growth margin expansion): $200+ longer-term. This dip Macro noise and sector derating. Everyone is dumping Saas companies without realizing that Rubrik will only benefit from AI. Fundamentals are strengthening: perfect "be greedy when others are fearful" setup."
X Link 2026-02-08T21:47Z [----] followers, [--] engagements

"6) Risks No thesis is complete without them. Execution risk in competitive cyber landscape. Macro slowdown impacting IT budgets. High valuation if growth decelerates (though beats mitigate this). Dilution from stock-based comp (common in tech). Mitigants: Proven management accelerating metrics and a balance sheet to weather storms. The company is founder-led - something I always prefer when investing into a company"
X Link 2026-02-08T21:47Z [----] followers, [---] engagements

"7) Conclusion: Strong Buy Load Up on Weakness Rubrik is the premier way to play the inevitable surge in cyber recovery demand. At current levels you're buying a high-moat leader at a discount to intrinsic valuewith 100%+ upside baked in per Wall Street. I've initiated the position on this pullback and rate RBRK a Strong Buy with a 12-24 month target of $120+. This has multi-bagger potential over [--] years as the world wakes up to resilience over mere prevention. If you found this valuable follow for more deep dives. I'm sharing my best ideas to help build conviction and real wealth. What's your"
X Link 2026-02-08T21:47Z [----] followers, [---] engagements

"🚨 $META IS GIVING YOU SECOND CHANCE 🚨 Still the cheapest M7 stock. Fwd PE: [----] 🤯 Chart is ranging but POC + [----] Fib holding us. 🚨 $META IS CLEAR BUY AT THESE LEVELS. 🚨 Fwd P/E: [-----] CAGR: 18% (The best risk-to-reward from the entire M7) Technicals: Sitting on key support [---] USD. Fundamental and technical analysis meet here and says buy 🚀 https://t.co/leLi5WXXbY 🚨 $META IS CLEAR BUY AT THESE LEVELS. 🚨 Fwd P/E: [-----] CAGR: 18% (The best risk-to-reward from the entire M7) Technicals: Sitting on key support [---] USD. Fundamental and technical analysis meet here and says buy 🚀"
X Link 2026-02-08T21:48Z [----] followers, [----] engagements

"@Silent_Money00 $MSFT isn't bad either now"
X Link 2026-02-08T21:52Z [----] followers, [--] engagements

"@fiscal_ai $MSFT 28% from ATH There are only few easier ways how to make money than buying $MSFT more than 20% below ATH"
X Link 2026-02-08T22:50Z [----] followers, [----] engagements

"🚨JUST IN: NOVO NORDISK SAYS LAWSUIT FILED AGAINST $HIMS"
X Link 2026-02-09T12:02Z [----] followers, [----] engagements

"@CaesarCapitalz Buying the drop"
X Link 2026-02-09T14:01Z [----] followers, [--] engagements

"$HIMS down 75% from ATH $NVO down 70% from ATH $LLY down 4% from ATH. Just for you to know who the winner of this legal battle is. Both $HIMS and $NVO are down 70% from their all-time highs. The real winner is $LLY. still at all-time highs. https://t.co/hpdlGIXBMS Both $HIMS and $NVO are down 70% from their all-time highs. The real winner is $LLY. still at all-time highs. https://t.co/hpdlGIXBMS"
X Link 2026-02-09T15:50Z [----] followers, [---] engagements

"@Whale_Guru Short-term reversal yes. But longterm $BTC is bearish"
X Link 2026-02-09T19:03Z [----] followers, [----] engagements

"$AMD +4.3% ✅ Patience is the key. $AMD - AI winner still a bit in shadow. 🚨 Earnings was good and panic reaction give us opportunity to buy. 200$ is working like a support here. https://t.co/CbUzsyITXU $AMD - AI winner still a bit in shadow. 🚨 Earnings was good and panic reaction give us opportunity to buy. 200$ is working like a support here. https://t.co/CbUzsyITXU"
X Link 2026-02-09T19:40Z [----] followers, [---] engagements

"@Silent_Money00 Hope yes. Big CAPEX of M7 can help $AMD a lot"
X Link 2026-02-09T19:47Z [----] followers, [--] engagements

"@Gubloinvestor Recently I bought the $RBRK dip. It's my initial position. Patience was key with this growth stock. 🚨 I JUST BOUGHT $RBRK I want to stay transparent on my moves: I bought Rubrik ($RBRK) today. The Trade: Bought: [--] shares @ $49.39 The stock has been under heavy pressure lately (down 35% YTD) but the fundamentals34% ARR growth and massive free cash flow https://t.co/JQdCQonsoZ 🚨 I JUST BOUGHT $RBRK I want to stay transparent on my moves: I bought Rubrik ($RBRK) today. The Trade: Bought: [--] shares @ $49.39 The stock has been under heavy pressure lately (down 35% YTD) but the"
X Link 2026-02-09T19:53Z [----] followers, [----] engagements

"@DGretta_Author $RBRK MOAT will be only enforced by AI. The market is selling of SaaS without thinking who's the winner or loser. Being picky will pay off massively 🚨 I JUST BOUGHT $RBRK I want to stay transparent on my moves: I bought Rubrik ($RBRK) today. The Trade: Bought: [--] shares @ $49.39 The stock has been under heavy pressure lately (down 35% YTD) but the fundamentals34% ARR growth and massive free cash flow https://t.co/JQdCQonsoZ 🚨 I JUST BOUGHT $RBRK I want to stay transparent on my moves: I bought Rubrik ($RBRK) today. The Trade: Bought: [--] shares @ $49.39 The stock has been"
X Link 2026-02-09T19:55Z [----] followers, [---] engagements

"@aayushtrades AI is a tailwind for $RBKR not headwind. I took advantage of this mispricing at $49.69. 🚨 I JUST BOUGHT $RBRK I want to stay transparent on my moves: I bought Rubrik ($RBRK) today. The Trade: Bought: [--] shares @ $49.39 The stock has been under heavy pressure lately (down 35% YTD) but the fundamentals34% ARR growth and massive free cash flow https://t.co/JQdCQonsoZ 🚨 I JUST BOUGHT $RBRK I want to stay transparent on my moves: I bought Rubrik ($RBRK) today. The Trade: Bought: [--] shares @ $49.39 The stock has been under heavy pressure lately (down 35% YTD) but the fundamentals34%"
X Link 2026-02-09T19:58Z [----] followers, [---] engagements

"@3KComeback $AMZN is perfectly protected from the downside. If I had a much larger portfolio and would be only in the "maintenance" phase I would be fully loaded just in $AMZN $META $MSFT and $GOOGL. Unfortunately. I have to add more risk to gain larger return"
X Link 2026-02-09T21:42Z [----] followers, [--] engagements

"@FinanceJack44 None of them. Buying a stock just because it's cheap doesn't usually end up well. What is a catalyst for $ADBE In my opinion their revenue will decelerate and margins shrink. And do you see it differently"
X Link 2026-02-09T21:48Z [----] followers, [---] engagements

"@CheddarFlow And it will be even more. Now just calculate with me. Half of it will do either $AVGO or $NVDA. That's approximately $350B. In revenue. For these two companies. Just from hyperscalers. I can't imagine either of these two companies to miss a guidance"
X Link 2026-02-09T22:47Z [----] followers, [---] engagements

"@Sergeant991 I took advantage of the price. $RBRK is rarely traded on such a low EV/Sales multiple. It's just being sold out with the rest of SaaS bucket. 🚨 I JUST BOUGHT $RBRK I want to stay transparent on my moves: I bought Rubrik ($RBRK) today. The Trade: Bought: [--] shares @ $49.39 The stock has been under heavy pressure lately (down 35% YTD) but the fundamentals34% ARR growth and massive free cash flow https://t.co/JQdCQonsoZ 🚨 I JUST BOUGHT $RBRK I want to stay transparent on my moves: I bought Rubrik ($RBRK) today. The Trade: Bought: [--] shares @ $49.39 The stock has been under heavy"
X Link 2026-02-10T06:27Z [----] followers, [---] engagements

"@CaesarCapitalz @samsolid57 I didn't resist and took a position. $49.69 is nice entry from EV/Sales perspective. $RBKR is just sold with the rest of SaaS bucket 🚨 I JUST BOUGHT $RBRK I want to stay transparent on my moves: I bought Rubrik ($RBRK) today. The Trade: Bought: [--] shares @ $49.39 The stock has been under heavy pressure lately (down 35% YTD) but the fundamentals34% ARR growth and massive free cash flow https://t.co/JQdCQonsoZ 🚨 I JUST BOUGHT $RBRK I want to stay transparent on my moves: I bought Rubrik ($RBRK) today. The Trade: Bought: [--] shares @ $49.39 The stock has been under"
X Link 2026-02-10T06:29Z [----] followers, [--] engagements

"@FinanceJack44 What if stays cheap and traded for 11x forward P/E forever Would still $ADBE be a good buy And also what if they give a single digit guidance"
X Link 2026-02-10T06:45Z [----] followers, [--] engagements

"$DUOL team is already preparing us for Q4'25 print"
X Link 2026-02-10T09:09Z [----] followers, [----] engagements

"@qualtrim All of them are currently "BUY". Except for $GOOGL. There's too much optimism"
X Link 2026-02-10T13:41Z [----] followers, [--] engagements

"@MrMikeInvesting $AMZN should work from here perfectly. Given how underperforming its stock has been the last [--] years"
X Link 2026-02-10T13:42Z [----] followers, [---] engagements

"@Gubloinvestor My take on SaaS looks as follows. I would still overweight hyperscalers - mainly $META $AMZN and $MSFT. But buying SaaS companies just because they are cheap can turn out to be a bad investment decision. 🚨 For years software companies were the undisputed kings of the public markets effortlessly outperforming the indices by scaling at near-zero marginal cost while maintaining formidable pricing power. That era of "software eating the world" is facing a violent repricing as a 🚨 For years software companies were the undisputed kings of the public markets effortlessly"
X Link 2026-02-10T13:46Z [----] followers, [---] engagements

"@TrendSpider $HOOD is so easy and so obvoius chart to read"
X Link 2026-02-10T21:13Z [----] followers, [----] engagements

"@edgaralandough Plus: $META Do not agree: $QCOM - They need differnt time of semiconductor cycle"
X Link 2026-02-10T21:19Z [----] followers, [---] engagements

"@TrendSpider Going long on this chart makes absolutely no sense. 🚨 Historically BTC tends to rise from a range-bound trend structure. [--] cycle is over. Please do not be stupid this time. Not 500k or 250k this year"
X Link 2026-02-10T21:26Z [----] followers, [--] engagements

"@3orovik Going long on this chart makes absolutely no sense. 🚨 Historically BTC tends to rise from a range-bound trend structure. [--] cycle is over. Please do not be stupid this time. Not 500k or 250k this year"
X Link 2026-02-10T21:29Z [----] followers, [--] engagements

"@Kalshi Hope that they do not offer shorts. 🤷"
X Link 2026-02-11T13:17Z [----] followers, [--] engagements

"🚨 IN [--] MIN - THE MOST IMPORTANT EVEN THIS WEEK 🚨 US Labor Market 📊 $SPY / $QQQ"
X Link 2026-02-11T13:24Z [----] followers, [---] engagements

"$ADBE fwd P/E [--]. FCF yield 8% The stock has never been so cheap. Are you buying $ADBE now at the same prices it was in June [----] 😆 https://t.co/qf36AiV7J9 $ADBE now at the same prices it was in June [----] 😆 https://t.co/qf36AiV7J9"
X Link 2026-02-11T16:13Z [----] followers, [---] engagements

"🟢 Bull market: Stocks priced on [----] dreams. [--] P/S is still OK AI will fix everything. Your barber just invested into three new SPACs. 🔴 Bear market Everyone suddenly channels their inner Warren Buffett while panic-scrolling 10-Ks at [--] a.m. The crew that YOLOd at peak euphoria now demands the free cash flow. Margin of safety becomes everyone's demand for starting a position. The last years [---] sales darlings are treated like radioactive waste. Growth in [--] years above 30% We were just kidding. ☢Armageddon market (currently live in SaaS): AI agents are supposedly coming for every seat"
X Link 2026-02-11T17:10Z [----] followers, [----] engagements

"Any names you're buying from SaaS or staying away"
X Link 2026-02-11T17:31Z [----] followers, [---] engagements

"Holding $CSU $DUOL $RBRK Except fot $DUOL the two names were just bought recently already 50% down from ATH. But $DUOL makes me so much pain currently. Really depressive to know your thesis is most likely correct but the stock keeps plummeting. I don't even buy more as I already DCA at least [--] times. Good luck on your journey. https://twitter.com/i/web/status/2021641849866531073 https://twitter.com/i/web/status/2021641849866531073"
X Link 2026-02-11T17:45Z [----] followers, [---] engagements

"@A_Miko_3 Amazing fundament on $RDDT. I can't understand why it's not traded above $200 after those stellar earnings"
X Link 2026-02-11T18:02Z [----] followers, [--] engagements

"@alc2022 We were too early interested. We didn't wait for the fear and bought the market darling at sky-high multiples. Fortunately the market enabled us to learn a lesson. And also enabled us to get the position as high as possible. In @LuisvonAhn we trust"
X Link 2026-02-11T19:29Z [----] followers, [----] engagements

"🚨 $DUOL IS DOWN ANOTHER 10% Right now $DUOL is getting absolutely HAMMERED by two massive narrative tsunamis: [--]. AI is gonna wipe out language learning apps forever [--]. Why even bother learning languages when AI translators are basically magic Both hitting at once Brutal. Reversing even ONE tsunami short-term is tough. Both together We can see the stock to chill in the ashes consolidating painfully for months. Sentiment is HORRIBLE people are memeing it as the next dead app. That might be true but hear me out: Im very bullish long-term. Heres why the doom is wildly overdone. The second"
X Link 2026-02-11T20:50Z [----] followers, 10.6K engagements

"@Han_Akamatsu $DUOL currently faces two narrative tsunamis. Each of them is discussed below. My conviction feels stronger than ever. 🚨 $DUOL IS DOWN ANOTHER 10% Right now $DUOL is getting absolutely HAMMERED by two massive narrative tsunamis: [--]. AI is gonna wipe out language learning apps forever [--]. Why even bother learning languages when AI translators are basically magic Both hitting at once 🚨 $DUOL IS DOWN ANOTHER 10% Right now $DUOL is getting absolutely HAMMERED by two massive narrative tsunamis: [--]. AI is gonna wipe out language learning apps forever [--]. Why even bother learning"
X Link 2026-02-11T20:52Z [----] followers, [---] engagements

"@BastianelliLore The [--] narrative tsunamis are killing our favorite stock. But fundamentals will decide in the end. 🚨 $DUOL IS DOWN ANOTHER 10% Right now $DUOL is getting absolutely HAMMERED by two massive narrative tsunamis: [--]. AI is gonna wipe out language learning apps forever [--]. Why even bother learning languages when AI translators are basically magic Both hitting at once 🚨 $DUOL IS DOWN ANOTHER 10% Right now $DUOL is getting absolutely HAMMERED by two massive narrative tsunamis: [--]. AI is gonna wipe out language learning apps forever [--]. Why even bother learning languages when AI"
X Link 2026-02-11T20:53Z [----] followers, [---] engagements

"@FromValue There are currently [--] strong bear narratives. $DUOL management has to adress them both on the earnings call and turn them into tailwind. 🚨 $DUOL IS DOWN ANOTHER 10% Right now $DUOL is getting absolutely HAMMERED by two massive narrative tsunamis: [--]. AI is gonna wipe out language learning apps forever [--]. Why even bother learning languages when AI translators are basically magic Both hitting at once 🚨 $DUOL IS DOWN ANOTHER 10% Right now $DUOL is getting absolutely HAMMERED by two massive narrative tsunamis: [--]. AI is gonna wipe out language learning apps forever [--]. Why even bother"
X Link 2026-02-11T20:54Z [----] followers, [---] engagements

"@FreedomFinLB You omitted $MSFT. Currently the best position out there"
X Link 2026-02-11T20:59Z [----] followers, [--] engagements

"Are there still any buyers remaining 👀"
X Link 2026-02-11T21:00Z [----] followers, [---] engagements

"@Bitcoin_Teddy @AndreasSteno In the most expensive countries and conditions. Don't fall for this Fintwit bullshit"
X Link 2026-02-11T22:15Z [----] followers, [--] engagements

"🚨 $ADYEN IS DOWN 20% Revenue growth coming in below prior expectations triggering immediate selling pressure. Processed volume up only [--] % YoY showing clear transactiongrowth deceleration. Digital volumes even fell [--] % YoY not helping sentiment. Adyen lowered its full-year growth outlook now expecting revenue growth roughly in line with the weaker first half not accelerating as previously guided. They explicitly cut revenue expectations by [--] percentage points. Management acknowledged tariff-driven pressure and a challenging environment for large merchants. Wages and hiring remain elevated"
X Link 2026-02-12T08:22Z [----] followers, [--] engagements

"🚨 JUST IN: $NBIS IS FLAT ON Q4'25 EARNINGS Despite the miss both on revenue and EPS there many positive things to follow: Explosive revenue growth and a swing to positive adj. EBITDA in Q4 show that capacity scaling is already translating into operating leverage. Unit economics improved sharply with cost of revenues down to [--] % of sales in Q4 a strong competitive signal in a supply constrained AI cloud. A visible backlog and cash runway with rising receivables higher deferred revenue and about USD 3.7bn in cash provide fuel for further scale up. Two strategic hyperscaler contracts derisk"
X Link 2026-02-12T12:29Z [----] followers, [----] engagements

"@himshouse And Andrew is selling"
X Link 2026-02-12T16:23Z [----] followers, [----] engagements

"@grok @AlphaoxInfo @himshouse GL HF"
X Link 2026-02-12T16:32Z [----] followers, [--] engagements

"🚨 $NBIS reported a very strong but not perfect Q4 Monster YoY/ARR growth beat on key forward metric (ARR $1.2B+) But missed revenue estimates and showed ongoing losses from aggressive build-out. This should be less relevant as $NBIS is in hypergrowth phase and 20m miss on revenue doesn't imply anything. Especially if the company is supposed to reach $3.5B in revenue this year. Simple Growth Outlook [----] Guidance: Reaffirmed $7$9B ARR by year-end (from $1.2B now) implies massive ramp via new clusters/data centers. Power targets: 800MW1GW connected in [----] 3.0GW contracted in [----]. Revenue"
X Link 2026-02-12T17:47Z [----] followers, [---] engagements

"How did you like $NBIS Q4'25 Bullish Bearish Neutral Bullish Bearish Neutral"
X Link 2026-02-12T17:49Z [----] followers, [---] engagements

"🚨 M7 cheatsheet: Buy - $META $MSFT Hold - $NVDA $AMZN $GOOG Sell - $AAPL $TSLA"
X Link 2026-02-12T18:06Z [----] followers, [---] engagements

"🔴 Applovin $APP is already down 45% ytd 👀"
X Link 2026-02-12T19:14Z [----] followers, [---] engagements

"$ABNB +4% in post-market 🟢 Airbnb delivered a solid set of results. Revenue growth remained healthy supported by strong international travel trends and continued expansion of its host network. Importantly profitability metrics showed meaningful improvement underscoring the scalability of its asset-light platform model. Since its IPO the stock has struggled to generate sustained outperformance weighed down by post-pandemic normalization and regulatory headwinds in key urban markets. However the latest earnings suggest the company is regaining operational momentum and strengthening its"
X Link 2026-02-12T21:17Z [----] followers, [---] engagements

"🚨 $PINS -20% AFTER Q4 EARNINGS 🚨 REVENUE: $1.32B vs $1.33B est 🔴 $PINS' double-digit disappointment on both earnings and forward guidance confirms that mid-tier social platforms are losing the war for tightening digital ad budgets. The contagion is rapidly spreading across the software landscape with legacy powerhouses like $ADBE and $MSFT retreating as the "SaaS premium" continues to erode. Investors are ruthlessly punishing any downward guidance revision signaling that the era of forgiving multiples for top-line growth is officially over. This persistent sell-off in licensing-heavy firms"
X Link 2026-02-12T21:24Z [----] followers, [---] engagements

"@Silent_Money00 $COIN and $BTC are highly correlated. Remember that"
X Link 2026-02-12T21:44Z [----] followers, [---] engagements

"@BitcoinMagazine @zerohedge $COIN will be one of the best buy on the market soon. Waiting on 80$. $BTC is clearly in bearmarket"
X Link 2026-02-12T21:53Z [----] followers, [---] engagements

"@coinbase Selling shares and making fun od investors. Love crypto. 😂🤷"
X Link 2026-02-13T07:13Z [----] followers, [--] engagements

"@legen_eth Because it will be 45k soon 🤷"
X Link 2026-02-13T07:14Z [----] followers, [--] engagements

"@TMD_DTM_TMD @saylordocs @grok It is principle of survival for $BTC. The cycle is driven by the protocol-defined halving event which reduces new BTC issuance by 50% roughly every four years. This creates a structural supply shock under relatively inelastic demand. Double check on the charts. Working. 💪"
X Link 2026-02-13T08:39Z [----] followers, [--] engagements

"@DrTomsLens And also the last -50% 😅"
X Link 2026-02-13T11:42Z [----] followers, [--] engagements

"#2 WALL STREET PRICE TARGET IS $597 Wall Streets average price target of roughly [---] USD represents one of the largest absolute valuation gaps Microsoft has seen in years highlighting how aggressively the sellside is leaning into the companys structural growth trajectory. Analysts are overwhelmingly maintaining Strong Buy ratings because enterprise digital transformation continues to accelerate creating a multiyear runway that most retail investors still fail to quantify. Azures modelagnostic cloud infrastructure remains a central piece of global IT modernization allowing Microsoft to capture"
X Link 2026-02-13T14:45Z [----] followers, [--] engagements

"#3 $MSFT IS IN A 24% DRAWDOWN This drawdown sits in the same rarity bucket as COVID the [----] rate shock the [----] tariff panic and now the OpenAIbacklog anxiety reminding investors that Microsoft only sells off this hard when the market is gripped by narrative distortions rather than fundamentals. Each of these prior episodes triggered violent meanreversions to new highs once investors recognized that Azure demand doesnt evaporate just because the headlines get louder for a few weeks. Cloud RPO growth has historically remained resilient through every macro and sentiment cycle reflecting how"
X Link 2026-02-13T14:45Z [----] followers, [--] engagements

"@beats_brjm @saylordocs @grok Clear up trend macro long-term. I am one the biggest fan of $BTC. BUT I want to buy it so cheap as possible. 💪"
X Link 2026-02-13T15:08Z [----] followers, [--] engagements

"🚨NEW STOCK ON WATCHLIST Right now Im pretty positive on Booking Holdings $BKNG but Im watching a few things closely before I enter a position. Booking Holdings is the company behind Agoda Kayak and Priceline basically one of the strongest players in online travel bookings worldwide. Theyve built an incredibly sticky platform with huge network effects. Once hotels and travelers are on the site its hard for competitors to pull them away. The stock is currently trading around $4200$4300 after pulling back from last years highs near $5800. Its already cheap on a fwd P/E basis but the quality of"
X Link 2026-02-11T14:31Z [----] followers, [----] engagements

"🚨 $AMZN is a clear range. 🚨 POC on [---] USD is a magnet now"
X Link 2026-02-14T17:29Z [----] followers, [---] engagements

"This must be said in $DUOL Q4'25 shareholders letter. Please @LuisvonAhn. Despite stock being down -80% from a year ago your company is stronger than ever. Amazons stock fell 80% in [----]. Heres what Jeff Bezos told investors: https://t.co/RB68Nbb2Hk Amazons stock fell 80% in [----]. Heres what Jeff Bezos told investors: https://t.co/RB68Nbb2Hk"
X Link 2026-02-15T21:58Z [----] followers, [----] engagements

"@saylordocs @grok Still [--] year cycle"
X Link 2026-02-13T07:16Z [----] followers, 31.7K engagements

"🚨 SOMETIMES IT IS SO OBVIOUS 🚨 $SPY failed to hold key POC of the range. Keep in mind this scenario and always have some cash for the dip"
X Link 2026-02-14T17:21Z [----] followers, [---] engagements

"@StockChaser_ BlackRock is jumping into $NBIS While insiders are dumping $CRWV before earnings. You know which one you should own"
X Link 2026-02-15T22:00Z [----] followers, [---] engagements

"People need to learn cycles on financial markets. Start with: $BTC $QQQ $SOXX $XAU $XAG $WTI"
X Link 2026-02-05T13:51Z [----] followers, [---] engagements

"🚨In a bull market companies are valued based on Price to Sales (P/S) because everyone is chasing growth and potential at any cost. In a normal market companies are valued based on Price to Earnings (P/E) as investors start demanding actual bottom-line profits. In a bear market companies are valued based on Price to Free Cash Flow (P/FCF) because when the music stops cash is the only thing that keeps the lights on. And in a bloodbath they are valued based on Cash on Hand because the market no longer believes the business model will even survive. Which stocks are you currently buying and why"
X Link 2026-02-06T06:37Z [----] followers, [---] engagements

"🚨 BIG TECH CAPEX REACHED $120B IN Q4'25 HERE IS HOW IT WILL BE DEPLOYED: [--]. AI Infrastructure (4555 %) Primary Receivers: NVIDIA (GPUs networking) AMD (MIseries accelerators) Broadcom (custom AI silicon networking) Marvell (optics accelerators) TSMC (advanced node foundry capacity used by Big Tech custom silicon) [--]. Data Centers & Power Infrastructure (2025 %) Primary Receivers: Eaton Schneider Electric ABB (power distribution cooling) Vertiv Trane Carrier (cooling & thermal systems) Datacenter REITs (Digital Realty Equinix) via longterm leasing commitments [--]. Cloud Compute & Storage"
X Link 2026-02-06T15:00Z [----] followers, [---] engagements

"@oguzerkan It will work massively. It shows perfectly how dangerous it is to buy a wonderful company at an awful price. I'm long $MELI"
X Link 2026-02-06T20:27Z [----] followers, [----] engagements

"$AMD - AI winner still a bit in shadow. 🚨 Earnings was good and panic reaction give us opportunity to buy. 200$ is working like a support here"
X Link 2026-02-08T21:44Z [----] followers, [---] engagements

"🚨Hey @andrewdudum $HIMS announced GLP1 on May [--] [----] when revenue was $278.2M in Q1 and the stock closed at $18.60 and today youre pushing nearly $599M a quarter as the stock just dropped below $17 Was all the noise lawsuits FDA heat and chaos really worth it or did we just witness the priciest growth hack in telehealth history Thanks for explanation. Full disclocure. I used to be a $HIMS shareholder. Potentially thinking about re-entering the position. https://twitter.com/i/web/status/2020893656404853026 https://twitter.com/i/web/status/2020893656404853026"
X Link 2026-02-09T16:12Z [----] followers, [----] engagements

"🚨 $DUOL: MESSAGE TO FINTWIT Fintwit is tearing itself apart over Duolingo with one camp screaming that AI is killing it and the other insisting its absurdly cheap for its growth profile. Meanwhile @AntonioLinares is calling it a 100x all over again adding gasoline to the fire as usual. Ive advised institutions and retail for more than five years and I can tell you this bloodbath is not about engagement but about the market lazily pricing in AI = death. Sellside is slapping zero terminal value on FCF ten years out because the market hates uncertainty more than anything and currently doubts"
X Link 2026-02-10T21:12Z [----] followers, 19.8K engagements

"🚨 JPMORGAN JUST RAISED ITS PRICE TARGET ON $MELI MercadoLibre continues to print numbers that are simply different. And JPM just made it official hiking their PT as MELIs operating momentum accelerates. Revenue growth remains explosive far outpacing global ecommerce peers. Commerce volumes and fintech engagement both reaccelerated showing zero signs of slowdown. Fintech TPV continues compounding with credit quality improving and takerate strength holding. Management raised its profitability outlook as operating leverage kicks in across both commerce and fintech. JPM explicitly cited MELIs"
X Link 2026-02-12T10:05Z [----] followers, [---] engagements

"@wallstengine $MELI will compound massively from here. 2nd largest position currently"
X Link 2026-02-12T11:56Z [----] followers, [---] engagements

"When market starts to challenge an existential threat no multiple is too low. Look at $FVRR the company is still growing it used to be a covid market darling. And now it traded it 5x P/FCF. The same now applies to $DUOL. The management has to show off and denonstrate that AI is a pure tailwing for them. Otherwise the market can question it fot a loooong period. At what point does $DUOL become too cheap to ignore Trading at 11.5x EV/FCF btw [----] FCF: $48.1m [----] FCF: $354m https://t.co/2hSM6I2yjz At what point does $DUOL become too cheap to ignore Trading at 11.5x EV/FCF btw [----] FCF: $48.1m"
X Link 2026-02-12T16:38Z [----] followers, [----] engagements

"🚨 $BTC [--] YEAR CYCLE IS OVER 🚨 BEARMARKET is here. Do not waste your money this time. I am not buying every dip. Waiting bellow 50k USD"
X Link 2026-02-12T21:41Z [----] followers, [---] engagements

"🚨 $HIMS: THE FALL FROM GRACE Fintwit is currently a crime scene. While the bulls are busy echoing the same disruptor talking points the reality on the tape tells a much darker story. Ive been in the trenches with $HIMS since $15. I rode it to $40 (trimmed) to see the stock peak on February [--] at $72. I remember that day like it was yesterday. Sitting in my office once a notification arrived - Semaglutide isn't in shortage anymore. $HIMS was down 20% on the news. I didn't sell at that time. I sat through the drawdown to $25 and banked the win at $60. I believed in the growth. I believed in"
X Link 2026-02-12T22:44Z [----] followers, [----] engagements

"🚨 $DUOL: MY PERSONAL TAKE What truly kills a company isnt disruptive new tech. Its refusing to adapt when the world changes. Netflix crushed Blockbuster not because streaming was magic but because Blockbuster clung to physical stores and late fees while the future went digital. Spotify demolished the old music industry not by inventing MP3s but by making streaming seamless and mobile-first while labels fought to protect CDs and downloads. Duolingo They launched a killer mobile app early gamified and touch-native while most competitors still treated phones like shrunk-down desktop mirrors."
X Link 2026-02-13T09:22Z [----] followers, 11.1K engagements

"🚨 I BOUGHT MICROSOFT $MSFT FOR $400 #1 Microsoft trading near [---] USD is the kind of rare market dislocation that appears only when investors momentarily forget what a global hyperscaler with Azure growing around 40% YoY actually represents. This is a company generating more than $50B in quarterly cloud revenue while expanding operating leverage in every major segment of its stack. Yet its suddenly being priced as if its decadelong fundamentals have structurally shifted overnight which the data absolutely does not support. The current pullback is being driven almost entirely by noisy"
X Link 2026-02-13T14:45Z [----] followers, [---] engagements

"#4 $MSFT TRADES AT [--] FWD P/E (25% BELOW 5Y AVERAGE) With forward P/E ratios in the [----] range Microsoft is now trading more than [----] % below its 5year average putting the stock squarely in territory it rarely occupies unless the market is pricing fear rather than facts. This multiple compression is happening despite revenue growth remaining intact supported by durable enterprise demand and resilient cloud consumption across every major segment. EPS growth has continued to compound at a pace entirely inconsistent with a business supposedly entering a slowdown reinforcing how disconnected"
X Link 2026-02-13T14:45Z [----] followers, [---] engagements

"#5 RISK (OPENAI BACKLOG) Approximately [--] % of Microsofts massive $625B RPO backlog is tied to OpenAI which undeniably creates a visible concentration risk in how Azure allocates highperformance compute capacity. Markets are reacting as if this concentration equals nearterm revenue fragility even though RPO by definition represents multiyear contracted demand that does not disappear simply because one partners usage fluctuates quarter to quarter. Investors appear to be overpenalizing the stock by assuming that volatility in OpenAI throughput translates into structural weakness ignoring that"
X Link 2026-02-13T14:45Z [----] followers, [---] engagements

"$DUOL IS COOKING ✅ New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h"
X Link 2026-02-13T17:19Z [----] followers, [----] engagements

"RT @Stockfins: 🚨 $DUOL: MY PERSONAL TAKE What truly kills a company isnt disruptive new tech. Its refusing to adapt when the world chan"
X Link 2026-02-13T19:31Z [----] followers, [--] engagements

"@WealthyReadings +1.1B cash on the book. 500M FCF estimated for [----]. TAM infinite Let's see"
X Link 2026-02-13T19:33Z [----] followers, [---] engagements

"🚨Can you imagine $MSFT at 333$🚨 A scenario that few people are considering but software companies could sink deeper into a depressive mood"
X Link 2026-02-14T17:29Z [----] followers, [---] engagements

"@Gubloinvestor Have you written an investment thesis on $ZETA I would love to read more about this name"
X Link 2026-02-14T20:30Z [----] followers, [---] engagements

"@saylordocs Sometimes you just need exit liquidity. 🤷"
X Link 2026-02-15T01:53Z [----] followers, [----] engagements

"@Bitcoin_Teddy 🤷"
X Link 2026-02-15T02:18Z [----] followers, [--] engagements

"@BramVGenechten It's rather a personal opinion. To be honest I see their business better than $ABNB"
X Link 2026-02-15T11:47Z [----] followers, [--] engagements

"RT @Stockfins: 🚨 $CRWV WILL SINK AFTER Q4'25 CoreWeave ($CRWV) CEO Michael Intrator sold [-----] shares on February [--] [----] at an average"
X Link 2026-02-15T14:04Z [----] followers, [--] engagements

"🚨 GOLDMAN SACHS SEES MICROSOFT AS A MAJOR AI BENEFICIARY Right now sentiment around Microsoft $MSFT has turned unusually negative with investors selling the stock on worries that generative AI could disrupt the traditional Office business. Microsoft is facing a narrative suggesting that autonomous AI agents might gradually reduce the need for core productivity tools a scenario that has spooked part of the market. The stock has dropped around 17% since the start of the year including a sharp 10% decline following the latest earnings report where Azure growth of 39% came in slightly below"
X Link 2026-02-16T15:09Z [----] followers, [---] engagements

"This is not bullish chart for me but valuation is very attractive. Waiting on the [---] USD with my alert. I feel $AMZN now is $GOOG at $150 few months ago. I feel $AMZN now is $GOOG at $150 few months ago"
X Link 2026-02-14T17:32Z [----] followers, [---] engagements

"Imagine there are people who think this is bearish for $NFXL. Netflix generated $45.2 billion in revenue in [----] and spent about $18 billion on content in [----]. The expense part will significantly diminish. AI remade the most expensive shot in F1 film for [--] cents https://t.co/AAT32EoQBU AI remade the most expensive shot in F1 film for [--] cents https://t.co/AAT32EoQBU"
X Link 2026-02-13T09:49Z [----] followers, [---] engagements

"@TheRonnieVShow 🚨 $NFLX is on the key support [--] USD.🚨 If the support will not hold us there are key levels: 67.53$ 52.76$"
X Link 2026-02-14T17:16Z [----] followers, [--] engagements

"@WhaleEverything 67k 52k 45k Just DCA. 🤷🚨"
X Link 2026-02-15T02:08Z [----] followers, [---] engagements

"@JesseCohenInv $GOOGL volatility is pure noise. Cloud didn't just beat it accelerated to 48% growth: the best print in years. Record $114B revenue and $34B net income prove the AI monetization engine is roaring. The tape says sell the news but the fundamentals say buy the future"
X Link 2026-02-04T23:44Z [----] followers, [---] engagements

"🚨 For years software companies were the undisputed kings of the public markets effortlessly outperforming the indices by scaling at near-zero marginal cost while maintaining formidable pricing power. That era of "software eating the world" is facing a violent repricing as a mass sell-off grips the sector. The market is currently pricing in a paradigm shift: Artificial Intelligence has lowered the barrier to entry so significantly that high-quality competition can now emerge overnight. We are witnessing the dawn of software commoditization where a surplus of AI-generated solutions threatens"
X Link 2026-02-10T13:21Z [----] followers, [----] engagements

"@0xAralez 🚨 $BTC [--] YEAR CYCLE IS OVER 🚨 BEARMARKET is here. Waiting bellow 50k USD"
X Link 2026-02-12T21:49Z [----] followers, [---] engagements

"@TrendSpider I am 30% in cash. 🤷"
X Link 2026-02-13T07:24Z [----] followers, [---] engagements

"🚨 $NFLX is on the key support [--] USD.🚨 If the support will not hold us there are key levels: 67.53$ 52.76$"
X Link 2026-02-14T17:13Z [----] followers, [---] engagements

"@donaldjdean Make sence to follow $UNH now. Personally I think that stock like $UNH $BRK etc. can hold us very well agaist volatility. See $QQQ"
X Link 2026-02-14T17:17Z [----] followers, [---] engagements

"@StockChaser_ 🚨 $NFLX is on the key support [--] USD.🚨 If the support will not hold us there are key levels: 67.53$ 52.76$"
X Link 2026-02-14T17:19Z [----] followers, [---] engagements

"@donaldjdean 🚨 $NFLX is on the key support [--] USD.🚨 If the support will not hold us there are key levels: 67.53$ 52.76$"
X Link 2026-02-14T17:20Z [----] followers, [---] engagements

"@JEFETRADES 🚨 $NFLX is on the key support [--] USD.🚨 If the support will not hold us there are key levels: 67.53$ 52.76$"
X Link 2026-02-14T17:22Z [----] followers, [---] engagements

"@TrendSpider 🚨 $AMZN is a clear range. 🚨 POC on [---] USD is a magnet now"
X Link 2026-02-14T17:30Z [----] followers, [---] engagements

"@MontanaMatos What about $IBM competition Are they keeping their MOAT safe"
X Link 2026-02-14T20:33Z [----] followers, [---] engagements

"🚨 $CRWV WILL SINK AFTER Q4'25 CoreWeave ($CRWV) CEO Michael Intrator sold [-----] shares on February [--] [----] at an average price of $93.63 for about $4.68 million just two weeks before the Q4/FY2025 earnings report on February [--]. CoreWeave is a debt-fueled AI hype machine on the verge of implosion and its CEO is cashing out big time right before the numbers drop. Insider dumping has been relentless for months and this latest pre-earnings unload screams that the top brass knows the growth story is cracking. With billions in debt negative EPS and multiple class-action lawsuits already piling up"
X Link 2026-02-14T20:42Z [----] followers, [---] engagements

"@antmillionsbot It is just bulltrap in bearmarket. 🤷🚨"
X Link 2026-02-15T02:01Z [----] followers, [---] engagements

"@TrendSpider So afriad of $ADBE being next $PYPL"
X Link 2026-02-15T17:17Z [----] followers, [----] engagements

"@HyperAICapital I wish the market was opened tomorrow. BlackRock + State Street jumping into $NBIS at the same time"
X Link 2026-02-15T22:01Z [----] followers, [---] engagements

"@TheSwingTraderr Crash is strong word. I see -10% on $SPY. A bit more on $QQQ chart lower. [--] [---] on [-----] is what I am following"
X Link 2026-02-16T17:55Z [----] followers, [---] engagements

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