@TheEUInvestor The Acorn Investor

The Acorn Investor posts on X about $nbis, $sofi, clickhouse, $hims the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [-------] -85%
[--] Month [-------] +390%
[--] Months [---------] +205%

Mentions: [--] #

[--] Week [--] -10%
[--] Month [---] +9.90%
[--] Months [---] +10%

Followers: [-------] #

[--] Week [-----] +0.47%
[--] Month [-----] +2.80%
[--] Months [-----] +92%

CreatorRank: [---------] #

Social Influence

Social category influence finance 75% stocks 67.19% technology brands 32.81% cryptocurrencies 7.03% automotive brands 3.13% social networks 2.34% travel destinations 1.56%

Social topic influence $nbis #125, $sofi 9.38%, clickhouse #4, $hims 7.03%, stocks 6.25%, $pypl 6.25%, market 6.25%, $googl 5.47%, $oscr 5.47%, in the 4.69%

Top accounts mentioned or mentioned by @qualityinvest5 @alc2022 @anthonynoto @oguzerkan @tedcruz @lemonadeinc @futurenvesting @funofinvesting @mrderivatives @tacticzh @sofistadium @amitisinvesting @patientinvestor @investincintel @klamb33 @clearedgetrades @optimistic24228 @dimitrynakhla @quartrapp @eliano

Top assets mentioned Nebius Group N.V. Class A Ordinary Shares (NBIS) RAI Finance (SOFI) Hims & Hers Health, Inc. (HIMS) PayPal Holdings Inc (PYPL) Alphabet Inc Class A (GOOGL) Oscar Health, Inc. (OSCR) Amazon.com, Inc. (AMZN) Lemonade, Inc. (LMND) Spotify Technology (SPOT) Now Coin (NOW) ZetaChain (ZETA) Adobe, Inc. (ADBE) Duolingo, Inc. (DUOL) Tesla, Inc. (TSLA) Shopify Inc (SHOP) Interactive Brokers Group, Inc. (IBKR) Franco-Nevada Corporation (FNV) Royal Gold Inc (RGLD) Royalty Pharma plc (RPRX) CME Group Inc (CME) Altria Group Inc (MO) Brookfield Asset Management Inc (BAM) Kaspi.kz Joint Stock Company (KSPI) Mastercard, Inc. (MA) NVIDIA Corp. (NVDA) Viper Energy Partners LP (VNOM) Texas Pacific Land, Corp. (TPL) Verisign, Inc. (VRSN) Robinhood Markets, Inc. (HOOD) S&P Global Inc (SPGI) Microsoft Corp. (MSFT) GRAIL, Inc. Common Stock (GRAL) Snowflake Inc. (SNOW) Metadium (META) Palantir Technologies Inc. (PLTR) Uber Technologies, Inc. (UBER) Iris Energy Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) Brookfield Corporation (BN) Advanced Micro Devices (AMD) UiPath, Inc. (PATH)

Top Social Posts

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

"$HIMS just invested in the holy $GRAIL of multi-cancer early detection (MCED) Who just announced incredible results for their Galleri test Quick on Galleri: one blood draw checks for a shared cancer signal across 50+ cancers (including ones we dont screen for today) see👇 and points to where it likely started. Specificity is 99.599.6% (false positives 0.40.5%) and when it flags positive about 62% are confirmed cancers according to the studies This is HUGE ✅ It positions HIMS at the forefront of preventive oncology demand ✅ It strengthens the thesis of HIMS as a leader in PROACTIVE medicine ✅"
X Link 2025-10-20T19:29Z [----] followers, [----] engagements

"50 QUALITY large cap STOCKS with operating MARGINS above 40%👇 [--]. $TPL ➡ 77% [--]. $IBKR ➡ 74% [--]. $FNV ➡ 73% [--]. $VRSN ➡ 68% [--]. $RGLD ➡ 68% [--]. $V ➡ 67% [--]. $RPRX ➡ 66% [--]. $CME ➡ 65% [--]. $MO ➡ 61% [--]. $BAM ➡ 61% [--]. $KSPI ➡ 60% [--]. $MA ➡ 59% [--]. $NVDA ➡ 59% [--]. $VNOM ➡ 57% [--]. $AER ➡ 56% [--]. $MSCI ➡ 54% [--]. $AEM ➡ 50% [--]. $PAC ➡ 50% [--]. $ICE ➡ 50% [--]. $SCCO ➡ 50% [--]. $UTHR ➡ 49% [--]. $DTM ➡ 49% [--]. $NVO ➡ 49% [--]. $BX ➡ 49% [--]. $TDG ➡ 48% [--]. $HOOD ➡ 47% [--]. $FICO ➡ 47% [--]. $B ➡ 47% [--]. $HOOD ➡ 46% [--]. $SCHW ➡ 46% [--]. $MCD ➡ 46% [--]. $AGI ➡ 46% [--]. $VRSK ➡ 45% [--]. $LLY ➡ 45% [--]. $CPAY ➡ 44% [--]. $WES ➡"
X Link 2025-12-25T18:00Z [----] followers, [----] engagements

"@oguzerkan Nice list Bullish $AMZN $PYPL Legacy Education and InPost Im going to research further. Thanks for sharing"
X Link 2025-12-31T17:07Z [----] followers, [---] engagements

"Oddity Tech Ouster or Ondas Holdings Which O small cap is most likely to +10x from here 🚀 $ODD: the consumer tech platform for the beauty and wellness market 🚀 $OUST: LiDAR for smart cities robotics industrials and AVs made in 🚀 $ONDS: autonomous drones counter-drone tech and mission critical networks Let me know your pick below 👇 https://twitter.com/i/web/status/2010102832679289080 https://twitter.com/i/web/status/2010102832679289080"
X Link 2026-01-10T21:33Z [----] followers, [----] engagements

"@patientinvestor Love the visual Did an extensive list based on Operating Margins just before Christmas and on that basis $TPL also first. So many high quality companies [--] QUALITY large cap STOCKS with operating MARGINS above 40%👇 [--]. $TPL ➡ 77% [--]. $IBKR ➡ 74% [--]. $FNV ➡ 73% [--]. $VRSN ➡ 68% [--]. $RGLD ➡ 68% [--]. $V ➡ 67% [--]. $RPRX ➡ 66% [--]. $CME ➡ 65% [--]. $MO ➡ 61% [--]. $BAM ➡ 61% [--]. $KSPI ➡ 60% [--]. $MA ➡ 59% [--]. $NVDA ➡ 59% [--]. $VNOM ➡ https://t.co/gyae9E4vfi [--] QUALITY large cap STOCKS with operating MARGINS above 40%👇 [--]. $TPL ➡ 77% [--]. $IBKR ➡ 74% [--]. $FNV ➡ 73% [--]. $VRSN ➡ 68% [--]. $RGLD ➡ 68% [--]. $V"
X Link 2026-01-18T14:14Z [----] followers, [----] engagements

"🚨WAYMO VALUED AT $126 BILLION🚨 From $45B in October [----] almost a 3x $GOOGL $TSLA $UBER"
X Link 2026-02-02T22:53Z [----] followers, [---] engagements

"@QualityInvest5 PayPals Fiserv moment"
X Link 2026-02-03T21:01Z [----] followers, [---] engagements

"$LMND and $TSLA FSD👇 Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing evidence that these systems reduce risk." - Senator Ted Cruz https://t.co/nyFOsohoL0 Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing evidence that these systems reduce risk." - Senator Ted Cruz https://t.co/nyFOsohoL0"
X Link 2026-02-05T17:20Z [----] followers, [---] engagements

"@shai_wininger @tedcruz @Lemonade_Inc A vote of confidence for the partnership"
X Link 2026-02-05T17:21Z [----] followers, [---] engagements

"Record hyperscaler capex = good for neoclouds Today it makes sense yesterday it didnt $NBIS $IREN $CRWC $CIFR"
X Link 2026-02-06T16:55Z [----] followers, [---] engagements

"@TheTechInvest Once it starts cashing in on those deals it will become clearer for the market"
X Link 2026-02-07T13:45Z [----] followers, [---] engagements

"Earnings Ill be following next week: Tuesday: $SPOT $HOOD $OSCR $SPGI Wednesday: $SHOP Thursday $NBIS $BN The one Im most looking forward to Nebius of course This a retail investor week ahead https://t.co/bGO2l0bzL2 This a retail investor week ahead https://t.co/bGO2l0bzL2"
X Link 2026-02-07T14:41Z [----] followers, [---] engagements

"@alc2022 Like $SPOT at these levels. $HIMS added a bit but will wait until earnings to add more. Will continue to hold $AMD Dont have the rest"
X Link 2026-02-08T10:13Z [----] followers, [----] engagements

"@RichardWedekin1 $BTC markets not reacting to the news"
X Link 2026-02-08T13:54Z [----] followers, [--] engagements

"$PATH is 📉 -83% since IPO great value or value trap"
X Link 2026-02-08T14:10Z [----] followers, [----] engagements

"@TacticzH My biggest buy during this software stock crash. Bookmarked for layer 🫡"
X Link 2026-02-08T14:11Z [----] followers, [---] engagements

"@BastianelliLore What about $PGR"
X Link 2026-02-08T16:34Z [----] followers, [---] engagements

"Big Tech will spend $650B on Capex in [----] up from $375B in [----]. The big question: Who can pay for it with cash and who needs to finance it Heres the breakdown 👇 Alphabet $GOOGL ☑ [----] OCF: $165B ☑ [----] Capex Guide: $180B 🟢 Tight but covered by growing OCF Microsoft $MSFT ☑ [----] OCF: $161B ☑ [----] Capex Est: $135B 🟢 Comfortably covered printing cash Amazon $AMZN ☑ [----] OCF: $140B ☑ [----] Capex Guide: $200B 🔴 Not covered Financing/Debt needed. Meta $META ☑ [----] OCF: $116B ☑ [----] Capex Guide: $125B 🟢 Tight but covered by growing OCF The takeaway: Big Tech is pivoting from "Asset Light" to"
X Link 2026-02-08T22:29Z [----] followers, [---] engagements

"@QualityInvest5 Overvalued stocks can easily come back down to earth it happened to $NOW it could easily happen to $SHOP as well. Would also prefer $NOW at these levels and have been adding actually"
X Link 2026-02-08T22:49Z [----] followers, [---] engagements

"@QualityInvest5 $UBER has its fingers in so many mobility pies"
X Link 2026-02-08T22:50Z [----] followers, [---] engagements

"$SOFI launched in Hong Kong in [----] by acquiring [--] Securities now SoFi Hong Kong. In his recent interview with @Futurenvesting and @FunOfInvesting CEO @anthonynoto highlighted that SoFi will be shaping its international expansion strategy in [----]. Theres all whole world out there for $SOFI to expand to as of [----] and beyond. https://twitter.com/i/web/status/2020766942378807401 https://twitter.com/i/web/status/2020766942378807401"
X Link 2026-02-09T07:49Z [----] followers, [---] engagements

"ClickHouse is next $NBIS $134B valuation for databricks with 5B of rev RR When will it go public https://t.co/zaj9rQwJUV $134B valuation for databricks with 5B of rev RR When will it go public https://t.co/zaj9rQwJUV"
X Link 2026-02-09T18:26Z [----] followers, [---] engagements

"$SOFI ROI on marketing spend ✅ Thats right @SoFiStadium is set to host the biggest game in football in [----]. See you next season https://t.co/cCe4hqJvnU Thats right @SoFiStadium is set to host the biggest game in football in [----]. See you next season https://t.co/cCe4hqJvnU"
X Link 2026-02-09T21:10Z [----] followers, [---] engagements

"@Investinc_Intel Couldnt agree more"
X Link 2026-02-10T07:18Z [----] followers, [--] engagements

"@QualityInvest5 Not one of the names Ive considered in this Saaspocalypse"
X Link 2026-02-10T08:15Z [----] followers, [--] engagements

"PayPal is replacing CEO Alex Chriss PayPal tanking HARD PainPal confirmed $PYPL PAYPAL $PYPL JUST REPORTED EARNINGS EPS of $1.23 missing expectations of $1.28🔴 Revenue of $8.7B missing expectations of $8.8B🔴 PayPal's initial move in pre market trading is DOWN 10% 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 https://t.co/c8hMXe6SM5 PAYPAL $PYPL JUST REPORTED EARNINGS EPS of $1.23 missing expectations of $1.28🔴 Revenue of $8.7B missing expectations of $8.8B🔴 PayPal's initial move in pre market trading is DOWN 10% 🔴🔴🔴🔴🔴🔴🔴🔴🔴🔴 https://t.co/c8hMXe6SM5"
X Link 2026-02-03T14:58Z [----] followers, [---] engagements

"PayPal hires its Chairman as CEOYes Enrique Lores has been Chairman since July [----]. This is NOT new $PYPL blood"
X Link 2026-02-03T17:52Z [----] followers, [---] engagements

"$GOOGL Search grew +17% 🚀"
X Link 2026-02-04T21:07Z [----] followers, [----] engagements

"$HIMS invests in $GRAL $HIMS sells $GRAL products $HIMS makes money $GRAL makes money $GRAL gets more valuable $HIMS makes more money 🚨 $HIMS LAUNCHES MULTI-CANCER EARLY DETECTION TESTING 🚨 - $HIMS will offer access to Galleri an innovative blood test from $GRAL that screens for 50+ types of cancer. - $HIMS invested in $GRAL back in October [----]. - $HIMS customers can add the Multi-Cancer Test by Galleri https://t.co/ZXXXn9mNsL 🚨 $HIMS LAUNCHES MULTI-CANCER EARLY DETECTION TESTING 🚨 - $HIMS will offer access to Galleri an innovative blood test from $GRAL that screens for 50+ types of"
X Link 2026-02-05T14:39Z [----] followers, [---] engagements

"Absolute masterclass interview by @FunOfInvesting and @Futurenvesting 🫡. My perspective on $SOFI after watching the whole thing These remarks from @anthonynoto sum it up pretty well 😉 I think the stock is undervalued and I would be buying it here but I really cant buy or sell the stock without significant task implications until March 1st so you know if March 1st was last week I wouldve been buying the stock. E.P.I.C. interview Do yourself a favor and watch the full video. 📺👇 We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the"
X Link 2026-02-08T09:45Z [----] followers, [---] engagements

"$NBIS beats the high point of its [----] ARR guidance by 14% and keeps its [----] guidance the same as last quarter. Im taking it as a mini sandbag what about you👇"
X Link 2026-02-12T22:05Z [----] followers, [----] engagements

"$OSCR Lets see how the [----] guidance compares to [----] and [----] and my perspective on the valuation for 2027👇 Revenue 2024: $9.2B 2025: $11.7B [----] guide: $18.7 to $19B My take: 🚀🚀🚀 Medical Loss Ratio 2024: [----] % 2025: [----] % [----] guide: $82.4% to 83.4% My take: stabilizing needs to get to 81% SG&A Expense Ratio 2024: 19.1% 2025: 17.5% [----] guide: 15.8% to 16.3% My take: Will get to low teens eventually Lets say in [----] we get to: ✅ $20B of Premium revenues reflecting slow down due to subsidy expirations ✅ 82% MLR due to shift in membership mix with higher deductible Bronze Plans ✅ 15%"
X Link 2026-02-13T21:56Z [----] followers, [----] engagements

"@oguzerkan I like the 5x multiple versus the 10x I often see touted on around here 🫡"
X Link 2026-02-14T13:23Z [----] followers, [---] engagements

"@klamb33 For ClickHouse Its not listed"
X Link 2026-02-14T20:30Z [----] followers, [---] engagements

"@FrameworkWisely $RDDT is solid and is up 3x since the [----] IPO even after the recent drawdown"
X Link 2026-02-14T22:50Z [----] followers, [---] engagements

"@ClearEdgeTrades Yes allows us to accumulate more. ClickHouse already valued at $15B could definitely reach $SNOW valuation one day"
X Link 2026-02-14T19:10Z [----] followers, [---] engagements

"$NBIS ClickHouse just dropped its benchmarks against the BIG BOYS Databricks Snowflake $GOOGL BigQuery and $AMZN Redshift Clickhouse didnt just compete it CRUSHED on both speed & cost across 1B 10B and 100B row workloads👇 Oh and in case you werent aware: ☑ $SNOW = $75B market cap ☑ Databricks = $134B market cap ✅ All of $NBIS = $22B market cap $NBIS serious OPTIONALITY https://twitter.com/i/web/status/1999884531487199251 https://twitter.com/i/web/status/1999884531487199251"
X Link 2025-12-13T16:50Z [----] followers, 103K engagements

"$NBIS buried ClickHouse at the end of the Q4 update with almost zero page real estate. Yet if ClickHouse reaches Snowflakes valuation Nebius 25% stake would be worth as much as the core business market cap today. ClickHouse literally a hidden gem 🚨 $NBIS' COO just confirmed the company still owns a 25% stake in ClickHouse. https://t.co/8DQl1SX9dx 🚨 $NBIS' COO just confirmed the company still owns a 25% stake in ClickHouse. https://t.co/8DQl1SX9dx"
X Link 2026-02-14T13:39Z [----] followers, 22.4K engagements

"@Optimistic24228 @oguzerkan I prefer to be more conservative because of the capex and dilution involved. It has to work at 5x (for me) which it does and Ill take 10x for sure haha. Its a core position of mine"
X Link 2026-02-14T18:11Z [----] followers, [--] engagements

"@QualityInvest5 Definitely getting their Anthropic stake Space and Robotics moonshots for free as well"
X Link 2026-02-14T18:24Z [----] followers, [--] engagements

"@TechEquityEng $NOW $CSU and $ADBE are my picks"
X Link 2026-02-14T19:54Z [----] followers, [---] engagements

"@TacticzH $CSU $NOW $ADBE Probably in that order for me"
X Link 2026-02-15T12:55Z [----] followers, [----] engagements

"$ZETA is my newest position Why For two reasons: 1) Zetas First-Party proprietary data identity graph AND 2) Its trading at a P/FCF of [--] with FCF going 🚀🚀 and SBC going down"
X Link 2026-02-15T22:11Z [----] followers, [---] engagements

"@StockMKTNewz Where will all the trading tips come from when she leaves"
X Link 2026-01-01T21:44Z [----] followers, [---] engagements

"$PYPL The emerging ads business looks very promising I just watched recent YouTube interviews with PayPal ads chief Dr. Mark Grether most notably one with @bandemedia (link in comments) and it really opened my eyes to the potential. Heres why👇 [--] Unrivaled "Transaction Graph" PayPal has a treasure trove of first-party data that most platforms cant match. ✅ Scale: Access to data from 400M users and 30M merchants globally ✅ Visibility: PayPal sees approximately 30% of all global e-commerce (TPV processed as % of global total) 🤯 ✅ Insights: Data aggregated from PayPal Venmo (including social"
X Link 2026-01-04T22:21Z [----] followers, 16.3K engagements

"Most likely companies to IPO before [----] according to Polymarket👇 Once Upon a Farm ➡ 88% Cerebras ➡ 80% SpaceX ➡ 74% Discord ➡ 61% Deel ➡ 54% Anduril ➡ 49% Anthropic ➡ 49% Databricks ➡ 44% Stripe ➡ 36% Freddie Mac ➡ 34% Fannie Mae ➡ 28% OpenAI ➡ 28% Mistral AI ➡ 16% Vanta ➡ 14% Glean ➡ 14% Ripple ➡ Labs 14% Brex ➡ 14% Applied Intuition ➡ 13% Celonis ➡ 13% Ramp ➡ 12% Remote ➡ 11% Rippling ➡ 9% xAI ➡ 7% Which you would be most excited by Ill go first 🥁 Fannie Mae and Freddie Mac 😂 On a serious note its hard to pick one Id be most interested by SpaceX Anduril Anthropic Databricks OpenAI and"
X Link 2026-01-05T21:36Z [----] followers, [----] engagements

"$NBIS Subsidiaries Stake Value Check ✅ ClickHouse = $3.8B (w/ dilution) ✅ Avride = $3B ✅ Toloka AI = $1B ✅ TripleTen = $0.2B Total = $8B or 29% of Nebius $27B market cap➕the subsidiaries are growing FAST 🚀 Though so is $NBIS core now valued at a bargain $19B"
X Link 2026-01-16T20:47Z [----] followers, [----] engagements

"$NBIS: The AI Cloud moat isnt just about GPUs or power. Its about the Software Most investors miss the "Split Brain" problem in AI: [--] Research teams use Slurm for massive bursty batch training [--] Production teams use Kubernetes for stable "always-on" model serving (inference) The Problem Because these environments are usually silos companies train on one cloud and deploy on another. This triggers massive Egress Fees the "Exit Toll" for moving petabytes of data and adds crushing latency that kills real-time performance The Solution Nebius solved this by building Soperator a tool that runs Slurm"
X Link 2026-01-17T23:15Z [----] followers, [----] engagements

"$DUOL Valuation Update Back-of-the-envelope as usual. Lets dive in: ☑ $220M TTM FCF net of SBC today 32x on $6.94B cap ☑ Assuming 25% growth for [--] years gives $670M FCF net of SBC in [----] ☑ Applying a 20x exit multiple yields a $13.5B valuation ☑ Discounting back at 15% (my required return for this risk profile) gives a present value of $6.7B $DUOL trades at $6.9B today. I agree with @thexcapitalist. $DUOL is fairly valued. I did my valuation based on growth of P/FCF net of SBC as a complement. Check out his valuation below 👇 $DUOL isnt as undervalued as many people think. Even if we assume"
X Link 2026-01-18T13:11Z [----] followers, [---] engagements

"@ZirpCapital360 @patientinvestor Not sure $HOOD must be up there @grok"
X Link 2026-01-18T18:46Z [----] followers, [--] engagements

"$SOFI in December: shares issued at $27.50 everyone LOSES it $SOFI today: $26 $SOFI 🚨TO ALL THOSE SELLING due to the $1.5B public offering. SoFi did the exact same thing last July $1.5B and the 15% option if you do the maths on share count👇 The difference between today and July SoFi is up +40% since and offering proportionately less shares. Just https://t.co/BMr48doom2 $SOFI 🚨TO ALL THOSE SELLING due to the $1.5B public offering. SoFi did the exact same thing last July $1.5B and the 15% option if you do the maths on share count👇 The difference between today and July SoFi is up +40% since"
X Link 2026-01-19T22:46Z [----] followers, [---] engagements

"GenAI will NOT kill enterprise software $NOW $ADBE $CRM $WDAY $MNDY $NOW & OpenAI signed a 3-year partnership to embed OpenAI models & agents directly into ServiceNow workflows with usage-based revenue tied to customers. The deal includes voice agents for customer service & agent-driven IT actions like restarting machines & pulling data from https://t.co/G9bxcrAz4Z $NOW & OpenAI signed a 3-year partnership to embed OpenAI models & agents directly into ServiceNow workflows with usage-based revenue tied to customers. The deal includes voice agents for customer service & agent-driven IT actions"
X Link 2026-01-20T13:09Z [----] followers, [----] engagements

"I may or may not have added to my $ADBE position 😇 If you liked $ADBE back here you should love it now. Nothing has changed fundamentally about the company. Margin of safety right now is 30%. https://t.co/wKXbWCQ0Sv If you liked $ADBE back here you should love it now. Nothing has changed fundamentally about the company. Margin of safety right now is 30%. https://t.co/wKXbWCQ0Sv"
X Link 2026-01-20T18:19Z [----] followers, [---] engagements

"Its a bipolar market $LMND +9.61% $AMD +7.71% $HIMS -5.19% $SHOP -4.12%"
X Link 2026-01-21T21:14Z [----] followers, [---] engagements

"Hello $98 👋 Does $LMND crack $100 Hello $90 👋 https://t.co/cYq7SdttgG Hello $90 👋 https://t.co/cYq7SdttgG"
X Link 2026-01-22T16:29Z [----] followers, [---] engagements

"@LiebermanAustin Will add if it gets to the 110s the high SBC needs to be compensated for"
X Link 2026-01-22T21:18Z [----] followers, [---] engagements

"$LMND why is the $TSLA partnership special when any insurance company can plug into Tesla FSD API For these [--] reasons: [--] $LMND has deep access to millions of data points vs 1000s with the API [--] Access to detailed FSD engagement data that you dont get with the API [--] The API is expensive you pay for streaming signals commands data etc. Also you need to apply to use the Fleet API and Tesla may choose to stick to its new BFF Check out the research 👇 Calling on all experts to chyme in this is important As a $LMND bull I like the exposure the $TSLA news is giving the stock. But I'm not seeing how"
X Link 2026-01-22T21:38Z [----] followers, [---] engagements

"@DimitryNakhla Love the fresh take on high incremental margins Especially as an $SPGI holder 😜 I recently posted a comprehensive list of quality stocks based on their operating margins that includes many of these names [--] QUALITY large cap STOCKS with operating MARGINS above 40%👇 [--]. $TPL ➡ 77% [--]. $IBKR ➡ 74% [--]. $FNV ➡ 73% [--]. $VRSN ➡ 68% [--]. $RGLD ➡ 68% [--]. $V ➡ 67% [--]. $RPRX ➡ 66% [--]. $CME ➡ 65% [--]. $MO ➡ 61% [--]. $BAM ➡ 61% [--]. $KSPI ➡ 60% [--]. $MA ➡ 59% [--]. $NVDA ➡ 59% [--]. $VNOM ➡ https://t.co/gyae9E4vfi [--] QUALITY large cap STOCKS with operating MARGINS above 40%👇 [--]. $TPL ➡ 77% [--]. $IBKR ➡ 74%"
X Link 2026-01-24T13:15Z [----] followers, [---] engagements

"The Duolingo English Test (DET) is accepted as proof of English proficiency by 6000+ institutions MIT Harvard Princeton you name it. Check it out for yourself 👇 $DUOL"
X Link 2026-01-24T17:43Z [----] followers, [----] engagements

"@Mr_Derivatives Start of crypto winter if we are to follow [--] year cycle history. Next up cycle would be closer to the next halving in April [----]. A bull run now would be a surprise for me"
X Link 2026-01-24T18:04Z [----] followers, [---] engagements

"$GE Aerospace grew Orders +74% last quarter 🤯"
X Link 2026-01-24T20:33Z [----] followers, [---] engagements

"Stocks at the top of my watchlist: $CSU $ZETA $SPOT $OUST $META $DUOL Decisions decisions. Which would be your pick"
X Link 2026-01-25T19:06Z [----] followers, [----] engagements

"@thewealthtrap @NewcomerInvest Already a holder and indeed its top of the candidates to add to holding off until the 110s but now is a good time to add and may have a small nibble"
X Link 2026-01-26T07:42Z [----] followers, [--] engagements

"@DimitryNakhla Waiting for the $110s to add to my existing position it might never come"
X Link 2026-01-26T18:07Z [----] followers, [---] engagements

"Health insurers tumble after Trump administration proposes a 0.09% net average payment increase for Medicare Advantage plans in [----] which is significantly less than Wall Street analysts' expectations $UNH $ELV $HUM $CVS $OSCR $UNH - What happened here 😮 Cheap again https://t.co/dkvkCxANmL $UNH - What happened here 😮 Cheap again https://t.co/dkvkCxANmL"
X Link 2026-01-26T22:56Z [----] followers, [---] engagements

"@TheLongInvest $OSCR down AH but theyre not impacted. Should correct back up"
X Link 2026-01-26T23:00Z [----] followers, [----] engagements

"$OSCR not impacted (this time) They mostly ditched MA to focus on ACA Trump firing shots as they prepare for another round of negotiations on Healthcare Same tactic fire first and then retreat. Exact same as his foreign policy $UNH not all pull backs are opportunities but in this case it is https://t.co/SZ29GjXFb3 Trump firing shots as they prepare for another round of negotiations on Healthcare Same tactic fire first and then retreat. Exact same as his foreign policy $UNH not all pull backs are opportunities but in this case it is https://t.co/SZ29GjXFb3"
X Link 2026-01-26T23:08Z [----] followers, [---] engagements

"Nancy Pelosi sold $PYPL on Dec 30th she last sold in Dec [----]. Its OVER 😂"
X Link 2026-01-27T07:01Z [----] followers, [---] engagements

"@investseekers Just realized $NVO is 25% of the index"
X Link 2026-01-27T08:20Z [----] followers, [---] engagements

"Decision made new entrant in my portfolio Can you guess which one👇 Stocks at the top of my watchlist: $CSU $ZETA $SPOT $OUST $META $DUOL Decisions decisions. Which would be your pick Stocks at the top of my watchlist: $CSU $ZETA $SPOT $OUST $META $DUOL Decisions decisions. Which would be your pick"
X Link 2026-01-27T21:00Z [----] followers, [---] engagements

"@rubicon59 Positioned accordingly $CSU $NOW $ADBE"
X Link 2026-01-27T22:34Z [----] followers, [---] engagements

"@nikoliasgoninus Just finished writing a deep dive on $SPOT as we speak"
X Link 2026-01-27T22:49Z [----] followers, [---] engagements

"@LincolnCarter0 In case of severe correction $PYPL would be relatively immune given its valuation. The bright side on what has been a chronic underperformed"
X Link 2026-01-28T09:56Z [----] followers, [---] engagements

"$ASML is trading at a P/E of 50+ and just announced a 12B buyback High quality but at high price"
X Link 2026-01-28T10:12Z [----] followers, [---] engagements

"🚀 Anthropic means: 🚀 AWS bullish $AMZN 🚀 ClickHouse bullish $NBIS OpenAI is cooked Anthropic won the enterprise market thanks to their narrow focus on coding. It now projects higher revenue than OpenAI in [----] and targets turning FCF positive by [----] while OpenAI doesnt expect to turn FCF positive before [----]. OpenAI is a sinking ship. https://t.co/AC2ISdaMUC OpenAI is cooked Anthropic won the enterprise market thanks to their narrow focus on coding. It now projects higher revenue than OpenAI in [----] and targets turning FCF positive by [----] while OpenAI doesnt expect to turn FCF positive"
X Link 2026-01-28T10:19Z [----] followers, [---] engagements

"@alexcapital01 $CSU very close on $ZETA the research continues"
X Link 2026-01-28T19:15Z [----] followers, [---] engagements

"$SOFI down 9% YTD. Whos adding ahead of the Triple Beat"
X Link 2026-01-28T19:18Z [----] followers, [----] engagements

"@Investinc_Intel The floor of the management reward incentive so not a bad idea"
X Link 2026-01-28T19:34Z [----] followers, [--] engagements

"@MarceloLima $UMG could be a buy now though"
X Link 2026-01-28T20:14Z [----] followers, [---] engagements

"@clintoptions Triple beat and tank Also Azure and other cloud services revenue increased 39% (up 38% in constant currency)"
X Link 2026-01-28T21:10Z [----] followers, [---] engagements

"@Mr_Derivatives Azure and other cloud services revenue increased 39% (up 38% in constant currency)"
X Link 2026-01-28T21:10Z [----] followers, [----] engagements

"@Kaizen_Investor Insane Azure cloud growth"
X Link 2026-01-28T21:11Z [----] followers, [---] engagements

"@TrendSpider Azure and other cloud services revenue increased 39% 🤯"
X Link 2026-01-28T21:11Z [----] followers, [---] engagements

"$META We anticipate [----] capital expenditures including principal payments on finance leases to be in the range of $115-135 billion The AI Buildout continues hopefully with a $NBIS expansion"
X Link 2026-01-28T21:16Z [----] followers, [---] engagements

"@dissectmarkets Macrohard beat Microsoft this time"
X Link 2026-01-28T21:18Z [----] followers, [--] engagements

"@Mindset4Money_X We anticipate [----] capital expenditures including principal payments on finance leases to be in the range of $115-135 billion"
X Link 2026-01-28T21:19Z [----] followers, [---] engagements

"$SOFI 🚀 +5% AH [----] was an incredible year and our best year yet and our performance in Q4 was nothing short of exceptional. This quarter we broke records across the business with $1 billion in adjusted net revenue [--] million new members and [---] million new products. 37% year over year [----] was an incredible year and our best year yet and our performance in Q4 was nothing short of exceptional. This quarter we broke records across the business with $1 billion in adjusted net revenue [--] million new members and [---] million new products. 37% year over year"
X Link 2026-01-30T12:29Z [----] followers, [---] engagements

"$SOFI Products per Member has ticked up to [----] would like to see it at 1.60"
X Link 2026-01-31T09:13Z [----] followers, [---] engagements

"$NOW is trading at a fwd P/FCF of [--] based on its FCF guidance of $5.6B in [----]. This is 22% growth on the [----] $4.6B FCF it just reported. Buy $NOW"
X Link 2026-02-01T17:41Z [----] followers, [----] engagements

"@StockSavvyShay Multiple contraction in action"
X Link 2026-02-02T12:58Z [----] followers, [----] engagements

"@Mr_Derivatives Now trading at a P/OCF of 20"
X Link 2026-02-02T17:29Z [----] followers, [---] engagements

"$PLTR will it continue growing at +50% for the next [--] years If the answer is YES then $PLTR is a BUY $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr $PLTR ABSOLUTELY DESTROYED THEIR EARNINGS Revenue $1.41B vs Est. $1.34B EPS $0.25 vs Est. $0.23 US Commercial: $507M -- up 137% YoY FY26 Guidance Revenue $7.18B vs Est. $6.28B (+61% YoY) Commercial Revenue $3.14B (+115% YoY) https://t.co/63VcaRHAkr"
X Link 2026-02-02T22:39Z [----] followers, [----] engagements

"@DividendDynasty If we all chip in a grand we can take $PYPL private 😆"
X Link 2026-02-02T22:41Z [----] followers, [---] engagements

"@Quartr_App @eliano @BrettKrieger12 @DailyPalantir @arny_trezzi @PLTRs_Palantir @alc2022 @amitisinvesting @DominicRinaldi9 @em013L @MikeLongTerm US commercial overtaking government in total revenues and growing 137% 🤯"
X Link 2026-02-02T22:43Z [----] followers, [---] engagements

"@Quartr_App @eliano @BrettKrieger12 @DailyPalantir @arny_trezzi @PLTRs_Palantir @alc2022 @amitisinvesting @DominicRinaldi9 @em013L @MikeLongTerm Palantir might even be a buy 👇 $PLTR will it continue growing at +50% for the next [--] years If the answer is YES then $PLTR is a BUY $PLTR will it continue growing at +50% for the next [--] years If the answer is YES then $PLTR is a BUY"
X Link 2026-02-02T22:46Z [----] followers, [---] engagements

"@alc2022 $PLTR is much more a Singularity than $DUOL"
X Link 2026-02-03T18:32Z [----] followers, [----] engagements

"@Mr_Derivatives Its a bloodbath wish it wasnt during earnings season though makes it tricky to make moves for stocks yet to report"
X Link 2026-02-03T18:35Z [----] followers, [----] engagements

"@amitisinvesting Search +17% is insane"
X Link 2026-02-04T21:18Z [----] followers, [---] engagements

"@oguzerkan $HIMS still trading as a weight loss stock"
X Link 2026-02-05T14:29Z [----] followers, [---] engagements

"Some heavily shorted stocks keeping $HIMS company (ranked by short %) 🩳 $HTZ Hertz: 50% short market cap $2B 🩳 $HIMS Hims & Hers: 35% short market cap $11.5B 🩳 $RKT Rocket Companies: 32% short $22B market cap 🩳 $CLSK CleanSpark 31% short $2.5B market cap 🩳 $LMND Lemonade: 30% short market cap $2.25B 🩳 $GRPN Groupon: 27% short $1B market cap How can $HIMS and $LMND be in the same category as the others 🤯 🚀 Mother of all short squeezes coming https://twitter.com/i/web/status/1921682043680755950 https://twitter.com/i/web/status/1921682043680755950"
X Link 2025-05-11T21:41Z [----] followers, [---] engagements

"@SimeonResearch_ $ANTA Antalpha Platform Holding Company"
X Link 2025-10-21T19:01Z [----] followers, [---] engagements

"$HIMS is getting more company with a new digital health player on the block Omada Health $OMDA. It recently filed for an IPO worth around $1.1B at IPO price. Heres what it does: 🧐 Focus - virtual care programs for chronic conditions like prediabetes diabetes and hypertension. 🧘♀Approach - combines human coaching connected devices and personalized lessons to help users build healthy habits. 📊 Business Model - serves over [----] customers and supports [------] members focusing on the over [---] million Americans having at least one chronic condition. This follows the debut of Hinge Health $HNGE in"
X Link 2025-06-06T06:23Z [----] followers, [----] engagements

"Decided to compare $SoFi with new entrant Chime Financial $CHYM and European fintech peers Wise plc $WPLCF and Revolut (private). Lets go 👇 SoFi (Q1-25) 🙋♂10.9M members up 34% 🏦 $ 16.5B market cap 💵 $2.77B revenues 🤑 [--] P/S 🏧 $27.3B in deposits 💰 $2.5K balance per customer Chime Financial (Q1-25) 🙋♂8.6M active members up 22% 🏦 $ 13.5B market cap 💵 $1.8B in revenues 🤑 [---] P/S 🏧 $7B in total deposits 💰 $815 balance per customer Wise (Q1-25) 🙋♂15.6M customers up 21% 🏦 $14.5B market cap 💵 $2.13B revenues 🤑 [--] P/S 🏧 $23B in customer balances 💰 $1500 balance per customer Revolut"
X Link 2025-06-13T17:26Z [----] followers, [----] engagements

"$ZETA since going public: they have consistently done what they said they would do Also $ZETA: $340M+ [----] Free Cash Flow estimate and currently trading at a market cap of $3.8B Do the maths"
X Link 2026-02-16T20:09Z [----] followers, [--] engagements

"🚨 $NBIS' COO just confirmed the company still owns a 25% stake in ClickHouse"
X Link 2026-02-12T13:38Z 84.8K followers, 48.5K engagements

"Thats right @SoFiStadium is set to host the biggest game in football in [----]. See you next season"
X Link 2026-02-09T03:29Z 170.9K followers, 55K engagements

"$134B valuation for databricks with 5B of rev RR When will it go public"
X Link 2026-02-09T18:20Z 24.2K followers, [----] engagements

"$PATH is 📉 -83% since IPO great value or value trap"
X Link 2026-02-08T14:10Z [----] followers, [----] engagements

"We sat down with $SOFI CEO @anthonynoto to cover all of retail's questions from the recent capital raise to the valuation and future growth drivers. Full timestamp breakdown in the reply 👇"
X Link 2026-02-06T21:59Z 27.8K followers, 337.5K engagements

"This a retail investor week ahead"
X Link 2026-02-07T14:21Z 253.1K followers, 55.9K engagements

"Record hyperscaler capex = good for neoclouds Today it makes sense yesterday it didnt $NBIS $IREN $CRWC $CIFR"
X Link 2026-02-06T16:55Z [----] followers, [---] engagements

"Thank you @tedcruz for the @Lemonade_Inc shout-out during todays hearing on AV safety. . Lemonade have lower premiums for vehicles using Full Self Driving Mode reflecting growing confidence and growing evidence that these systems reduce risk." - Senator Ted Cruz Streamlined regulation is important for the safe deployment of AVs and can help reduce human error and save lives on the road. https://twitter.com/i/web/status/2019460884243050925 https://twitter.com/i/web/status/2019460884243050925"
X Link 2026-02-05T17:19Z 28.6K followers, 55.8K engagements

"🚨 $HIMS LAUNCHES MULTI-CANCER EARLY DETECTION TESTING 🚨 - $HIMS will offer access to Galleri an innovative blood test from $GRAL that screens for 50+ types of cancer. - $HIMS invested in $GRAL back in October [----]. - $HIMS customers can add the Multi-Cancer Test by Galleri onto existing Labs plans at a $250 discount (original self-pay price is $949)"
X Link 2026-02-04T14:33Z [----] followers, 19.6K engagements

"$GOOGL Search grew +17% 🚀"
X Link 2026-02-04T21:07Z [----] followers, [----] engagements

"PayPal hires its Chairman as CEOYes Enrique Lores has been Chairman since July [----]. This is NOT new $PYPL blood"
X Link 2026-02-03T17:52Z [----] followers, [---] engagements

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