@TheWiseIC Avatar @TheWiseIC The Wise Investor 🧠

The Wise Investor 🧠 posts on X about $uber, meta, business, ai 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 finance 99.03% stocks 53.14% technology brands 41.06% automotive brands 9.66% celebrities 2.42% countries 1.93% cryptocurrencies 1.45% social networks 0.97% financial services 0.48% musicians 0.48%

Social topic influence $uber #269, meta 9.66%, business #4894, ai 8.7%, tesla #1212, $meta 6.28%, in the 6.28%, if you 4.83%, lyft 4.83%, $tsla #212

Top accounts mentioned or mentioned by @widemoatczar @newcomerinvest @spainsphere @divgrojourney @nuggetcapital @techequityeng @variantvalue @mert352352 @pronkdaniel @richard15322800 @dissectmarkets @mindset4moneyx @ahmedinvests @stevewps @nuro @dino95177184 @etindall1 @billackman @waabiai @cousinbalin

Top assets mentioned Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Metadium (META) Microsoft Corp. (MSFT) Lyft, Inc. Class A Common Stock (LYFT) Thomson Reuters Corporation (TRI) Brookfield Asset Management Inc (BAM) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Brookfield Corporation (BN) The Toronto-Dominion Bank (TD) S&P Global Inc (SPGI) Dash (DASH) Stantec, Inc. (STN) PayPal Holdings Inc (PYPL) Western Union Co (WU) DoorDash Inc. (DASH) Casey's General Stores, Inc. (CASY) Blackstone, Inc. (BX) Dave Inc. (DAVE)

Top Social Posts

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

"@patientinvestor @patientinvestor I have a couple fantastic run small-mid cap CANADIAN businesses you should check out let me know what you think. $EQB.TO - EQ Bank $AD.UN - Alaris Equity Partners $ATD.TO - Alimentation Couche-Tard $CNR.TO - CN Rail I own all of them"
X Link 2025-06-29T18:07Z [----] followers, [----] engagements

"Some examples : $ATD.TO trades at a discount to $CASY $BN.TO trades at a discount to $BX $PRL.TO trades at a discount to $DAVE Lots of opportunity in Canada"
X Link 2025-09-01T16:29Z [----] followers, [---] engagements

"For all you yield chasers why not own the following names that have high dividends and sustainable distributions / dividends $AD.UN - 7.5% and growing (60-65% payout ratio) $REI.UN - 6.3% and growing (60% payout) $BCE.TO - 5.3% and growing (50-55% payout)"
X Link 2025-10-23T15:28Z [----] followers, [---] engagements

"@SteveWps $ATD same store sales growth falling YoY is whats keeping it suppressed. Retail and freight are in a recession while tech booms. $BAM unsure why its lagging $BN but it also is very expensive (20x sales) $CNQ naturally low with a weak commodity base price"
X Link 2025-10-29T12:03Z [----] followers, [---] engagements

"@DivGrojourney CN Rail is too expensive at 5x sales and stagnant EPS for conservative years. Why pay up for CN Rail when tech Utilities Energy and other sectors provide better returns Sell CN Rail and move elsewhere. Freight will be slow for many years to come. Same reason why $TFII is low"
X Link 2025-11-25T23:18Z [----] followers, [---] engagements

"Hot take but $ATD.TO is tremendously overvalued at 20x EPS and 3.25x book. Who is paying 20x earnings for a stagnant company Should be 12-15x earnings and less than 2.5x book. 0.6x sales is meaningless since they have thin margins"
X Link 2026-01-12T16:48Z [----] followers, [---] engagements

"@NuggetCapital Its because James Stuart bought"
X Link 2026-01-13T22:35Z [----] followers, [---] engagements

"@NewcomerInvest @AVibrantDreamer Seems like $IAG.TO had the same outflow. Something with a fund manager reallocating. These are low volume stocks so its easy to manipulate price. I wouldnt worry"
X Link 2026-01-18T22:05Z [----] followers, [--] engagements

"@DivGrojourney Disappointing to be honest. They used to pride themselves on higher raises. But I like it long term"
X Link 2026-01-19T00:26Z [----] followers, [---] engagements

"My current allocation in my long term portfolio 👇🏼 $META 5% @ [---] $UBER 3% @ [-----] $GSY.TO 2% @ [------] $BN.TO 2% @ [-----] $FSV.TO 1% @ [------] Canadian Government Bonds and Various Fixed Income / Risk Free Assets 87% Im heavy in bonds and risk free assets"
X Link 2026-01-19T18:58Z [----] followers, [----] engagements

"Im planning to make $META $UBER and $BN.TO 50% of my portfolio at some point because I believe the future runway for all [--] companies will greatly exceed the SP500 index. I have sold off many positions into [----] and booked profits. I think this year will be a bloody one"
X Link 2026-01-19T19:01Z [----] followers, [---] engagements

"Names Im looking to add (some I owned before some I havent) : $IFC.TO $PRL.TO $FFH.TO $CAR.UN $AD.UN $SFC.TO $TOI.V $CSU.TO $TFII.TO $CNR.TO $TRI.TO $NOA.TO $STN.TO $GIB.A All of these names I plan to add at some point if the price is right"
X Link 2026-01-19T19:03Z [----] followers, [---] engagements

"Im not an expert on the business of $TRI $TRI.TO but it seems like AI will drive their pricing power lower which is likely why its sold off. Im not sure if I buy that exactly. Either way its somewhat cheap today"
X Link 2026-01-21T15:51Z [----] followers, [----] engagements

"If $ATD.TO sees a [--] handle Ill start adding. Anything sub 17x EPS is a good bargain. I am forecasting that EPS will drop because fuel margins have declined drastically with falling commodity prices. Remember that fuel feeds 50% to bottom line. SS sales also relatively flat. Hot take but $ATD.TO is tremendously overvalued at 20x EPS and 3.25x book. Who is paying 20x earnings for a stagnant company Should be 12-15x earnings and less than 2.5x book. 0.6x sales is meaningless since they have thin margins. Hot take but $ATD.TO is tremendously overvalued at 20x EPS and 3.25x book. Who is paying 20x"
X Link 2026-01-27T16:55Z [----] followers, [---] engagements

"@nh4y9hh7r7 This post is about $ATD.TO brother"
X Link 2026-01-27T17:07Z [----] followers, [--] engagements

"Bad news for $CSU.TO and likely why it will continue to slide. Roper guiding for mid single digit organic growth for its software division for [----]. Roper guiding for mid single digit organic growth for its software division for 2026"
X Link 2026-01-27T19:38Z [----] followers, [----] engagements

"$GSY.TO ridiculously cheap and likely trading closer to 7x EPS and not 10x due to non-cash expenses they took last quarter. I continue to add. Macro risks are presents but overblown. Solid risk management. @DivGrojourney @PronkDaniel agree"
X Link 2026-01-29T16:31Z [----] followers, [----] engagements

"If I was to host a spaces here on $UBER solely who would join"
X Link 2026-01-29T17:44Z [----] followers, [----] engagements

"$CSU.TO cheap Incredibly. Does that mean it bottoms No. It bottoms when the SaaS disruption from Enterprise AI (which hardly even exists really right now) fades away and it will in time. Im very very close to buying more $TOI.V and adding $CSU.TO to my portfolio. $CSU is at 19x TTM FCF to shareholders. What would Mark Leonard say now $CSU is at 19x TTM FCF to shareholders. What would Mark Leonard say now"
X Link 2026-01-29T21:02Z [----] followers, [----] engagements

"@NewcomerInvest @WideMoatCzar Yep . Sucks but had to move on. Made that back and more on $GOOG $META $TD $UNH so its ok"
X Link 2026-01-30T16:41Z [----] followers, [--] engagements

"@NewcomerInvest Your allocation to it dropped I noticed"
X Link 2026-01-30T17:22Z [----] followers, [--] engagements

"@Richard15322800 So GoEasy doesnt break down their book by loan category. I dont know the exact allocation of the ACL against auto-loans. Im sure auto-loans arent a major segment for them. Their secure lending is against like [--] broad things @ 48% of their book"
X Link 2026-01-30T21:28Z [----] followers, [--] engagements

"@Richard15322800 GoEasy doesnt state their breakdown by sector or the losses on certain loan segments. Ive never seen anything like that in any report. If you can share a screenshot or link where they explicitly said that auto loans is 20-25% and defaults are 60%+ Ill cede my point"
X Link 2026-01-30T22:36Z [----] followers, [--] engagements

"@Richard15322800 @grok Search for GoEasy Financial [----] reports (all quarters and annual report) and find out if: 1) Did they ever disclose exposure to auto-loans as a percent of their book 2) Did they release default & charge off rates by loan segment I am unable to verify the above claims"
X Link 2026-01-30T22:37Z [----] followers, [--] engagements

"@Richard15322800 @PronkDaniel @DivGrojourney Yea I do. Lets slap a bet on it. Considering they lend against like [--] exclusive categories Id be willing to be there loan book isnt 20% on autos"
X Link 2026-01-31T00:27Z [----] followers, [--] engagements

"@DivGrojourney @Richard15322800 @PronkDaniel Hes wrong. He said auto loans are 20-25% of the book. GoEasy never stated what their breakdown is and they have 9-10 products they lend against. I doubt thats the case"
X Link 2026-02-01T01:54Z [----] followers, [--] engagements

"@Richard15322800 @DivGrojourney @PronkDaniel Your original claim (Jacob) was that GoEasys loan book was 20-25% comprised of auto loans. You still have NOT been able to substantiate that claim with any evidence from GoEasy sources. Your best reference was a third party source. Youre just spatting shit to be honest"
X Link 2026-02-01T02:08Z [----] followers, [--] engagements

"If you had to pick one which and why $V - Visa $MA - Mastercard $AXP - American Express"
X Link 2026-02-01T20:01Z [----] followers, [----] engagements

"@WideMoatCzar Lets say I want to ow $10000 of Brookfield for example. Instead of just owing $BN I want to split that $10000 into ; 25% $BAM 75% $BN This is because I want a mixture of dividend growth income and capital growth"
X Link 2026-02-02T18:30Z [----] followers, [---] engagements

"Interesting Canadian software name that Im looking to grab is $OTEX.TO - Stable dividend and potential acquisition target. Trading dirt cheap. Forward growth for FCF projected around 17-20%. Interesting to say the least"
X Link 2026-02-03T02:38Z [----] followers, [----] engagements

"$PYPL looks like the next $WU now. I was always a believer that it was cheap but never a believer in a turnaround. A good lesson to remember cheap value"
X Link 2026-02-03T12:24Z [----] followers, [---] engagements

"$UBER - I posted about the short term weakness that will persist. I took appropriate measures to hedge for it (discord knows). I will continue to be buying into the low 70s and potentially 60s (unlikely but possible). Nothing changes my outlook"
X Link 2026-02-03T15:17Z [----] followers, [---] engagements

"@shawnmacias_ Thanks. The $CSU.TO bulls need to learn about simple risk management. But no one cares because technicals are voo doo. Lol"
X Link 2026-02-03T16:56Z [----] followers, [---] engagements

"$UBER selling off because of . Nothing. You read that right. They will post a fantastic earnings report and it will continue to sell off because of the what if autonomous vehicles thesis that wont materialize for a very long time. I remain a buyer"
X Link 2026-02-03T16:59Z [----] followers, [----] engagements

"Wait why the fuck is $SPGI $MCO $X.TO all down today Dont tell me people think AI is going to replace DaaS and credit rating agencies 🤣"
X Link 2026-02-03T18:09Z [----] followers, [---] engagements

"Added more $BAM.TO today it got absolutely crushed. Its about 1% of portfolio today. If it drops more which I expect then I simply will buy more. Hoping $BN.TO also takes a dump and falls. I also added $MSFT shares"
X Link 2026-02-03T20:36Z [----] followers, [----] engagements

"Got a couple DMs asking me if I like $PYPL here. Ill put this politely. No I do not. I dont give a crap its single digit EPS multiple now. TPV per active account DROPPED 5% I dont care how much optimization they do Im not buying it. Its the next $WU in my opinion"
X Link 2026-02-03T20:57Z [----] followers, [---] engagements

"@PronkDaniel @BullishBets0 Daniel are you still in on GoEasy Id love to chat with you about that"
X Link 2026-02-03T22:27Z [----] followers, [---] engagements

"@johnw1ck24 $TD was at one time well over 40% of my portfolio when it was in the 70s (Canadian)"
X Link 2026-02-03T23:28Z [----] followers, [--] engagements

"Name me a stock and give me a pitch on why I should consider owning it in [--] or less sentences. I have ample amounts of cash I want to deploy and I want to ow the highest quality names. Heres your chance to give exposure to your favorite name. 👇🏼"
X Link 2026-02-04T00:22Z [----] followers, [---] engagements

"$META brutal sell off after earning - I trimmed 70% of my position between $710-$730 and I am happy to rebuy now. My average is about $670 or so. I will continue to build my position back up no that its around my average"
X Link 2026-02-04T17:45Z [----] followers, [---] engagements

"@shawnmacias_ Honestly at this price its worth a shot but dont expect a turn around. They brought in HP CEO - An optimizer. Hes gonna cut costs and strip the company to make it attractive for a buy out"
X Link 2026-02-04T18:58Z [----] followers, [---] engagements

"@TimothyBuffett Whats dumb is the CEOs of $TOI.V $LMN.V and $CSU.TO not saying a peep about the 50%+ drawdowns occuring. Mark Leonard got away with the silence because he delivered. How is that dumb Management silence isnt working out for you. Do you just expect it to turn around magically"
X Link 2026-02-04T21:03Z [----] followers, [---] engagements

"The more I read into $UBER latest earnings report the more Im finding today sell off ridiculous aside from soft guidance and slight EPS miss on expectations the business is growing at scale. At 35% from all time highs I think todays price is a very fair entry point "
X Link 2026-02-05T01:44Z [----] followers, [---] engagements

"Markets are weak right now - This brings a good opportunity to add to companies who have dropped substantially and will continue to grow. $MSFT $UBER $BAM $META are all buys for me"
X Link 2026-02-05T12:57Z [----] followers, [---] engagements

"If your thesis revolves around an analyst upgrade or downgrade its hardly a thesis. Most of these analysts change ratings on momentum. Example : $TD downgraded in the 70s but upgraded in the $100+ range. $GOOG downgraded at [---]. Upgraded at $340. A joke"
X Link 2026-02-05T13:14Z [----] followers, [---] engagements

"If youre going to take anything away from the volatile market its that cash is truly king. I got a ridiculous about of hate for staying heavy cash the last 2-3 months. Now I have optionally to do what ever I want. Still 78-80% cash and deploying it in bits on any drops"
X Link 2026-02-05T15:18Z [----] followers, [---] engagements

"If I host an X spaces on $UBER tonight who will join I plan to go over their report and some risks and opportunities I see. Comment/Like if you would join Would be 20-30 minutes at most and maybe have a guest speaker"
X Link 2026-02-05T17:37Z [----] followers, [---] engagements

"@blondesnmoney Yep. RIP Bloomberg and $TRI"
X Link 2026-02-05T18:08Z [----] followers, [----] engagements

"Not happening. Not enough people. ❌ If I host an X spaces on $UBER tonight who will join I plan to go over their report and some risks and opportunities I see. Comment/Like if you would join Would be 20-30 minutes at most and maybe have a guest speaker. If I host an X spaces on $UBER tonight who will join I plan to go over their report and some risks and opportunities I see. Comment/Like if you would join Would be 20-30 minutes at most and maybe have a guest speaker"
X Link 2026-02-05T20:06Z [----] followers, [---] engagements

"$ARX.TO is interesting here now that @JamesJstuartb probably sold it after a 22% dump. Im hoping that hedge worked out for him"
X Link 2026-02-06T14:40Z [----] followers, [----] engagements

"@NuggetCapital what do the back office analysts think about purchasing some $ARX.TO"
X Link 2026-02-06T14:52Z [----] followers, [---] engagements

"Anthropic just destroyed many SaaS pricing power. To name one specifically $TRI. They wont be able to raise prices when Anthropic either comes with their own software or plugs into Microsoft products"
X Link 2026-02-06T15:23Z [----] followers, [---] engagements

"I wouldnt be a huge of accounting or legal softwares right now because the future looks grim. Just my take. Feel free to disagree and explain why I may be wrong. Pricing power is everything for these businesses"
X Link 2026-02-06T15:23Z [----] followers, [---] engagements

"@NewcomerInvest Not yet - But Microsoft is partnering with them to work on that. Its a material issue in my opinion. The sticky argument only works for so long until new competitors have better products. I think the biggest tailwind for $TRI is are these new AI agents even secure"
X Link 2026-02-06T17:19Z [----] followers, [--] engagements

"Lets put an end to the CapEx is bad thesis really quickly. Yes. These companies are spending 100% of available cash flow to invest in AI. Its a bold bet. But is it too big of a bet No. And I will explain why"
X Link 2026-02-06T17:29Z [----] followers, [---] engagements

"Take $META for instance. They are spending 115-135B in CapEx in [----] and project 250B in revenue (+25% YoY growth). In [----] I expect they will walk back CapEx while they continue to grow top line at 25%. If you had to spend money to grow top line sales at 25% you would do it"
X Link 2026-02-06T17:29Z [----] followers, [--] engagements

"135B $META CapEx now. Assume [----] CapEx drops 30% to 95B. Thats +40B added to FCF. Assume they also drop headcount by 10% and that saves OpEx 5% @ 117B = 6B. Thats +46B into FCF on conservative assumptions while sales grew 25% YoY. So pay now for growth later is correct"
X Link 2026-02-06T17:29Z [----] followers, [---] engagements

"@NewcomerInvest For what its worth Im actually close to starting a position in $TRI - Yes I acknowledge Im not updated on it as you are. Just presenting some risks I see. I will read into it"
X Link 2026-02-06T17:30Z [----] followers, [---] engagements

"@KCapitalAbhi $UBER is the most exciting position I have. I truly believe big a 3-5x over the long run and people dont even see it yet"
X Link 2026-02-06T19:34Z [----] followers, [---] engagements

"I REALLY am looking to find other people who understand the $UBER business model like I do (not that Im an expert). Anyone interested in hosting an X space here with me to chat about Uber Let me know"
X Link 2026-02-06T20:13Z [----] followers, [---] engagements

"@KCapitalAbhi No problem with me. I invested in Google TD Bank UnitedHealth and many others when they were out of favor. This is nothing to me"
X Link 2026-02-06T20:13Z [----] followers, [--] engagements

"🚨1000 FOLLOWERS Truly - Thank you all. Much appreciated. I will continue to post research and stick to capital markets and less politics (lol). Love you all ❤"
X Link 2026-02-06T22:03Z [----] followers, [---] engagements

"Pitch me ONE stock you own and why I should own it. 👇🏼"
X Link 2026-02-08T02:49Z [----] followers, [---] engagements

"Ill start. $UBER. Thesis revolves around fragmentation of autonomous vehicle rides - Uber acts as a demand aggregator (think Visa or Expedia). Asset light model allows for substantial FCF generation. Growing globally and competes in an expanding TAM. Easily a top pick for me"
X Link 2026-02-08T02:49Z [----] followers, [---] engagements

"@StockTrades_CA @SteveWps Its miles away from replacing enterprise SaaS because of how slow these companies transition to new technology (think TD Bank). But yes its advancing fast"
X Link 2026-02-08T21:59Z [----] followers, [--] engagements

"@StockTrades_CA @SteveWps In agreement with you there. Companies like Adobe will have a problem charging the obscene fees they do for creative studios when new softwares have AI prompt plug-ins that can create edit and generate photos and videos. Thats what I think. Think Google Genie"
X Link 2026-02-08T22:21Z [----] followers, [--] engagements

"What a terrible halftime show. A massive American event in a foreign language that no one understands. Not to mention the countless obscene references and imagery for children. Disgusting. Quality of music and showmanship has deteriorated. Bring back the days of Prince"
X Link 2026-02-09T01:48Z [----] followers, [----] engagements

"@WideMoatCzar It this was the FIFA WORLD CUP I would understand but this is a significant american cultural event"
X Link 2026-02-09T02:31Z [----] followers, [--] engagements

"@DivGrojourney @trend_bullish @NewcomerInvest Personally not a fan of renewables unless its Brookfield operated"
X Link 2026-02-09T03:35Z [----] followers, [---] engagements

"$LMN.V $TOI.V not a single insider has bought as the stock has fallen 55-65% from the highs Not a good sign. Not a SINGLE CEO of a major SAAS corp has bought stock in their company even after all this bloodbath. Yet the monkeys are trying to call the low in SAAS every single day. Bless 🥹🙏 Not a SINGLE CEO of a major SAAS corp has bought stock in their company even after all this bloodbath. Yet the monkeys are trying to call the low in SAAS every single day. Bless 🥹🙏"
X Link 2026-02-09T03:36Z [----] followers, 10.7K engagements

"@NewcomerInvest @DivGrojourney @trend_bullish Interesting I did not know that. I dont like the huge debt levels they have as well. Just not something Id hold. Yield isnt even fantastic. Hopefully it turns around"
X Link 2026-02-09T03:41Z [----] followers, [--] engagements

"@DivGrojourney @NewcomerInvest @trend_bullish Im also just realizing that they paid down a lot of debt. Good to see. Im interested now"
X Link 2026-02-09T03:52Z [----] followers, [--] engagements

"@TheRideshareGuy @ManuInvests @TechEquityEng Maybe you guys know more than I do on this - Is this a lie I dont think so but just curious. I believe Uber wouldnt lie"
X Link 2026-02-09T03:54Z [----] followers, [---] engagements

"@Paul_221144 @rubicon59 Im not a CSU holder and even I know its not a PE story"
X Link 2026-02-09T04:13Z [----] followers, [--] engagements

"Another day of $UBER red while $LYFT $DASH are green. Again the market is making a stupid mistake. Uber has segments that are bigger than both of those businesses and growing faster yet its punished. Ridiculous. But I continue to add"
X Link 2026-02-09T19:41Z [----] followers, [----] engagements

"@dissectmarkets Uber Eats is bigger than Dash - I dont think Dash is growing faster"
X Link 2026-02-09T19:42Z [----] followers, [--] engagements

"My take on MAG7 sell off 👇🏼 They went from asset light to asset heavy businesses and the market is rerating based on the EPS volatility likely to be see from AI buildouts and spending. I view this as great opportunities to acquire these names at sub25x EPS. Microsoft is cheaper than Costco Walmart and IBM. What are we doing here How did it get to this point https://t.co/eiVFAlt3S7 Microsoft is cheaper than Costco Walmart and IBM. What are we doing here How did it get to this point https://t.co/eiVFAlt3S7"
X Link 2026-02-09T21:09Z [----] followers, [---] engagements

"The ones I like the most are $MSFT and $META by far. Both close to 22x forward EPS with the most sustainable business models. $AMZN is fantastic as well but AWS is more risky in my view. Computing space will be clouded and margins may shrink"
X Link 2026-02-09T22:35Z [----] followers, [---] engagements

"@Manpreazy @Jack64128896 @elonmusk Yea would be a great portfolio company to showcase his weird AI porn bots to more kids right Weirdo"
X Link 2026-02-09T22:36Z [----] followers, [--] engagements

"@NuggetCapital Stupid question - How do you see where orders come from Also didnt know there were so many different exchanges"
X Link 2026-02-09T23:01Z [----] followers, [----] engagements

"@NuggetCapital The NCP team is top notch. Thanks for sharing Also a suggestion I think recruiting @JamesJstuartb would do numbers for NCP. His flawless track record coupled with his hedging strategies make him a great risk-adjusted out performer"
X Link 2026-02-09T23:10Z [----] followers, [----] engagements

"@Slimvalue @StockMKTNewz Combination of both. But doesnt matter - Uber has their own AV bets coming to market soon"
X Link 2026-02-09T23:11Z [----] followers, [--] engagements

"Highly recommend giving this discord a glance. Manu is one of the rare X gems who is honest and transparent about his findings. Give it a look I joined. Finding the research and commentary helpful Join the newly launched and growing Fundamentally Sound discord. Free access + premium channels for paid Substack subs. Link in comment. 👇🏻 https://t.co/wkUMqMH58T Finding the research and commentary helpful Join the newly launched and growing Fundamentally Sound discord. Free access + premium channels for paid Substack subs. Link in comment. 👇🏻 https://t.co/wkUMqMH58T"
X Link 2026-02-10T00:09Z [----] followers, [---] engagements

"Any good song recommendations Im doing some research and I want to update my playlist. Im a rock metal grunge guy but Im open to anything. Let me know"
X Link 2026-02-10T00:35Z [----] followers, [---] engagements

"@etindall1 Because 80% of the viewership doesnt speak Spanish How would you feel if you went to a hockey game in Toronto and they sang the national anthem in Egyptian"
X Link 2026-02-10T02:49Z [----] followers, [--] engagements

"@Nvamps66 @etindall1 Im not MAGA Go scroll through my page Im a huge critic of the Trump administration"
X Link 2026-02-10T03:43Z [----] followers, [--] engagements

"@WideMoatCzar @X @elonmusk @XCreators $TSLA its the next [----------------------------------------------] company"
X Link 2026-02-10T03:47Z [----] followers, [--] engagements

"@WideMoatCzar @grok I dont like Claude tbh. Overrated and bad UI"
X Link 2026-02-10T04:36Z [----] followers, [--] engagements

"A case study on why technicals somewhat matter. I like the company a lot but the trend is still weak. I did break my rule for this buying $UBER in a weak trend. $CSU.TO bottoms soon then I buy. $CSU.TO eventually this finds a bottom but as of now the trend is your friend. Trend remains down. New lows incoming likely. Amazing that people neglect simple technical analysis when looking to buy a company. Helps to optimize entry price. https://t.co/EoTmh59Lss $CSU.TO eventually this finds a bottom but as of now the trend is your friend. Trend remains down. New lows incoming likely. Amazing that"
X Link 2026-02-10T05:21Z [----] followers, [----] engagements

"Quite possibly the worst chart on the TSX is either $LMN.V or $ENGH.TO - Both have fallen 60%+ and still look like they want lower. Sellers arent letting up"
X Link 2026-02-10T05:26Z [----] followers, [----] engagements

"@TechEquityEng @dissectmarkets You sure I thought Eats is bigger than Dash in America"
X Link 2026-02-10T05:35Z [----] followers, [--] engagements

"@Thomas_Pannett I heard that several times already and so far each time it went lower"
X Link 2026-02-10T16:20Z [----] followers, [--] engagements

"Its still remarkable how $UBER releases great earnings AV partnership updates seed investments into AV companies acquired delivery businesses in the Middle East and still cant catch a bid but $TSLA says Elon farts and it goes up 5%. Market needs to be reset"
X Link 2026-02-10T17:57Z [----] followers, [----] engagements

"This is why I dont worship the Vatican and just try to learn more about Jesus Christ instead. Man is corrupt. Religion politics government business are all infiltrated by evil people who are greedy. Jesus was pure. VATICAN BANK LAUNCHES CATHOLIC-BASED STOCK INDEXES The Vatican Bank has launched two equity indexes one for the US and one for the Eurozone selecting stocks based on Catholic principles. Each index holds [--] mid- and large-cap companies including major tech and financial https://t.co/33A5wuPPpY VATICAN BANK LAUNCHES CATHOLIC-BASED STOCK INDEXES The Vatican Bank has launched two"
X Link 2026-02-10T18:19Z [----] followers, [---] engagements

"@dissectmarkets They are brand new. You can get quality ones cheap right now because of how little demand there is for them at the moment. As usual Tesla promotes false information. Their semi truck is another pipe dream"
X Link 2026-02-10T18:42Z [----] followers, [--] engagements

"What happened to this @elonmusk @robotaxi @Tesla_Optimus @grok @cybertruck New @Tesla_Semi design More efficient Increased payload Designed for autonomy Deliveries start next year https://t.co/8n7NJIMIVc @robotaxi @Tesla_Optimus @grok @cybertruck New @Tesla_Semi design More efficient Increased payload Designed for autonomy Deliveries start next year https://t.co/8n7NJIMIVc"
X Link 2026-02-10T18:46Z [----] followers, [---] engagements

"$LYFT earnings just shows why $UBER is a beast. Lyft cant grow operating income like Uber can. They are a pure play ride share business just like $DASH is a pure play delivery business. $UBER is bigger than both companies in their respective segments alone"
X Link 2026-02-10T21:39Z [----] followers, [----] engagements

"@JohnnyThMonkey People are calling me stupid for buying it. It is so hated right now I keep stacking shares"
X Link 2026-02-10T22:29Z [----] followers, [---] engagements

"@Spike_1567 Lyft like will cease to exists or exist as an option other than Uber. Either way - Not a business Im interested in. Reminds me of $HIMS - Copycat of Amazon pharmacy"
X Link 2026-02-10T22:56Z [----] followers, [---] engagements

"@PythiaR Microsoft has ownership in Anthropic"
X Link 2026-02-11T00:46Z [----] followers, [----] engagements

"@Alex_Bish72 They do Where can I see that LOL 🤣"
X Link 2026-02-11T02:50Z [----] followers, [--] engagements

"It is always nice to get in at the bottom and out at the top perfectly but the truth is its very difficult to time the market. Anyone who tells you such is an easy feat is lying. Thats why I focus on acquiring growing companies at reasonable prices. $UBER $GSY.TO $META $AMZN"
X Link 2026-02-11T03:05Z [----] followers, [---] engagements

"@Mindset4Money_X The fact that $MSFT is even in this list is a joke - Any AI plug-in company wants enterprise exposure and the only way they get that is through Microsoft hardware and software. How do people think OpenAI or Anthropic will just pump out hard/software and steal 400M+ users Lol"
X Link 2026-02-11T03:07Z [----] followers, [---] engagements

"A tale of two ride share competitors 👇🏼 $LYFT $UBER"
X Link 2026-02-11T03:32Z [----] followers, [---] engagements

"$LYFT Cheap for a reason - Revenue growth is 55% less than $UBER. Lyft is struggling in this space and is the clear secondary option for ride share consumers. Cash flow has improved and profitability achieved - More of an acquisition target than anything at this point"
X Link 2026-02-11T03:32Z [----] followers, [---] engagements

"$UBER Monster revenue and user base growth and profitability is exploding. Uber has Lyfts number on all fronts. Uber will continue to be the dominant player in ride share. Their AV strategy alone puts them well ahead of Lyft"
X Link 2026-02-11T03:32Z [----] followers, [---] engagements

"For comparison : $UBER trades at 3x sales 21-23x PE approx and 15x FCF $LYFT trades at 1x sales 24-26x PE approx and 6-7x FCF assuming positive growth. Would you pay up for Uber or thrift shop for Lyft"
X Link 2026-02-11T03:32Z [----] followers, [---] engagements

"Personally I view $LYFT strategy as inferior - Their reach wont be big enough to survive in an AV economy. They cant leverage a big user base like Uber can and run low cost rides as they barely are profitable now. I pick $UBER"
X Link 2026-02-11T03:32Z [----] followers, [---] engagements

"@dissectmarkets Because delivery ($DASH focus) is a high growth market and $LYFT is not sharing in on the growth to the extent $UBER is on ride-share. I think DooDash execs see Lyft as a failure in the long run and want to focus on Delivery. Funny enough UberEats is bigger alone than DoorDash"
X Link 2026-02-11T03:45Z [----] followers, [---] engagements

"@Alex_Bish72 Thats crazy. I didnt see that"
X Link 2026-02-11T04:52Z [----] followers, [--] engagements

"@rynokinsight @SteveWps Great point. I should have been a criminal. Canada is soft on crime anyways"
X Link 2026-02-11T14:25Z [----] followers, [--] engagements

"Todays adds : $MSFT $META $AMZN $CCA.TO (new position)"
X Link 2026-02-11T15:37Z [----] followers, [----] engagements

"Anyone know what is happening to $GSY.TO today No earrings date announced yet I cant lie Im concerned as a shareholder. If they dont announce anything Im going to simply just drop it. I believe in management but the lack of communication is ridiculous"
X Link 2026-02-11T16:56Z [----] followers, [----] engagements

"More adds today : $UBER $MSFT $META $AMZN Still 75% + in risk free assets. Lots of capital to average in"
X Link 2026-02-11T17:34Z [----] followers, [----] engagements

"META Assets = 350B META JV ownership is 20% of 27B or 5.4B We are worried about 1.5% of assets being misstated Really WSJ: $META's auditor EY flagged a critical audit matter around how Meta kept a $27B data-center project off its balance sheet. Meta moved the Hyperion project into a JV with Blue Owl (Meta 20% Blue Owl funds 80%) and said it isnt the primary beneficiary of the VIE so it https://t.co/vX77vv4V2G WSJ: $META's auditor EY flagged a critical audit matter around how Meta kept a $27B data-center project off its balance sheet. Meta moved the Hyperion project into a JV with Blue Owl"
X Link 2026-02-11T18:10Z [----] followers, [---] engagements

"@Gary79699215 So if you read the post it should be blatantly clear what I said. I said Id drop the stock if management stays silent about earnings but IR team reached out to my email I sent and confirmed they will have a later earnings date this year. So I will not drop it"
X Link 2026-02-11T18:17Z [----] followers, [--] engagements

"Yes I am still buying $UBER - Down about 10% on it as we speak but its only 4% of my portfolio. I plan to add much more if it drops another 10%. I think the market is making a mistake - Uber is not going to be disrupted by AVs. Looking forward to the future"
X Link 2026-02-11T19:33Z [----] followers, [----] engagements

"Major dislocation between business growth and share price. $UBER gets absolutely no love right now for their bold shift to autonomous vehicles. Personally I believe that they will succeed. I could be wrong but Ackman tends to agree with the points I made. That is something @BillAckman $UBER Update: https://t.co/h5kRxpz3CP @BillAckman $UBER Update: https://t.co/h5kRxpz3CP"
X Link 2026-02-11T19:52Z [----] followers, [----] engagements

"Funny enough I think retailers have the same edge now as most professional money managers. In the last year $IBKR reported that retail accounts outperformed the market by 280-300 BPS. I think traditional asset management is dead. Retailers are smarter now. Retail investors are buying US tech stocks at an unprecedented pace: Retail purchases of the Software ETF $IGV are up to a record +$176 million over the last month. This is more than DOUBLE the previous peak seen in late [----] and [--] TIMES higher than at the beginning of [----]. https://t.co/GXgZXDh1eQ Retail investors are buying US tech"
X Link 2026-02-11T21:51Z [----] followers, [---] engagements

"@joesmeggma @Spike_1567 I emailed the team at GoEasy they said earnings will be out later this year"
X Link 2026-02-11T23:37Z [----] followers, [---] engagements

"@NorthLedger I would not touch $LYFT - Uber is eating their lunch. I wouldnt be surprised if Lyft ceased to exist in [--] years or gets acquired for their user base"
X Link 2026-02-11T23:40Z [----] followers, [--] engagements

"@WideMoatCzar Cogeco Communications - Switched from $PFE that I had. Defensive plays will catch a bid amidst tech rotation"
X Link 2026-02-12T00:50Z [----] followers, [--] engagements

"@Mindset4Money_X Thank god she doesnt own anything I own"
X Link 2026-02-12T02:12Z [----] followers, [---] engagements

"@WillBiddy_ Here is my $ADBE bear case. https://x.com/pronkdaniel/status/2021749545156465021s=46&t=dD2V64xG7SqHt6qUR2W3CQ I genuinely think this is a net negative for society. I wish we could put this genie back in the bottle. https://x.com/pronkdaniel/status/2021749545156465021s=46&t=dD2V64xG7SqHt6qUR2W3CQ I genuinely think this is a net negative for society. I wish we could put this genie back in the bottle"
X Link 2026-02-12T03:33Z [----] followers, [---] engagements

"@LazaroInvestor Agreed on Amazon and you Meta takes but heavily disagree with Adobe. Why not consider Uber over Adobe No structural impairment from AI. Only autonomous vehicle risk persist for Uber and they are already tackling that. Adobe has no data or AI moat"
X Link 2026-02-12T03:45Z [----] followers, [--] engagements

"@tsxman I worked at a big [--] firm not long ago that used Thomson Reuters software and was part of a team that helped integrate it into workflows. Its incredibly expensive hard to use and inefficient. AI powered platforms like Anthropic may not have enterprise clients yet but they will"
X Link 2026-02-12T13:04Z [----] followers, [--] engagements

"@WillBiddy_ @Marketbeating20 Its quite remarkable from a single prompt this quality can be produced. I wasnt a believer in AI for the longest time until now. And Im all for banning it I think AI hurts society"
X Link 2026-02-12T13:27Z [----] followers, [--] engagements

"It will be interesting to see which software names emerge from the dust. Ive heard many different people say many different outcomes will happen. Seems like no one knows yet. It will be interesting to watch. And I will be waiting"
X Link 2026-02-12T14:16Z [----] followers, [---] engagements

"Ive been doing this long enough to see some massive value to price dislocations. I really dont care what happens in the broader market : I believe $UBER is heavily misunderstood and is trading FAR below what a 20% revenue growth engine should be. Same for $META $AMZN"
X Link 2026-02-12T17:30Z [----] followers, [----] engagements

"@DrInvestor9 @WideMoatCzar Fuck what Mr Market says. Mr Market currently says $TSLA will be the sole winner of a 10T+ driverless industry"
X Link 2026-02-12T17:33Z [----] followers, [--] engagements

"@spainsphere Nice thesis I can tell you havent read anything past a headline on an article. I encourage you to look at what $UBER is doing before you make such a comment. 🤔"
X Link 2026-02-12T20:37Z [----] followers, [---] engagements

"@SteveWps @zethuscap said it great a while back - leverage growth eroded equity value. A dividend cut and debt payment plan is due. If the can outline both I would consider owning it"
X Link 2026-02-12T21:37Z [----] followers, [--] engagements

"@spainsphere @VariantValue Tesla makes [--] money on those rides lmao. Shows just about how may conference calls youve listened too. Tesla is losing money on every single ride. Uber has their own partnerships with other AV players + @nuro coming out soon that they own. You have no clue what youre saying"
X Link 2026-02-12T22:28Z [----] followers, [--] engagements

"@spainsphere Its literally like slide #8 in the last UBER presentation that addressed everything you just said. If Uber was showing signs of slowing down I would have sold or just not invested but thats not the case. Theres genuine mispricing in the business around a narrative"
X Link 2026-02-12T22:30Z [----] followers, [--] engagements

"@CasiBaba33 @BillAckman It doesnt take a Bill Ackman to find value. I was in Google before he was. Also META and Amazon"
X Link 2026-02-12T22:35Z [----] followers, [---] engagements

"@VariantValue @spainsphere I tried to correct him. But to each their own. I honestly believe Uber isnt going anywhere and they are positioning themselves as an AV network and investor"
X Link 2026-02-12T22:53Z [----] followers, [--] engagements

"@spainsphere @VariantValue So everyone in San Francisco will just use only Waymo and not any of the other 10+ car companies that have the same technology because . You think so Yea doesnt sound like a solid thesis bro"
X Link 2026-02-13T00:43Z [----] followers, [--] engagements

"@spainsphere @VariantValue Oh wow you really have not looked into Uber. They already are doing autonomous vehicle rides in [--] cities. Thats [--] cities more than Waymo is in. Or [--] than Tesla is in. What happens when Nvidia and Mercedes come out with their own L5 car"
X Link 2026-02-13T00:46Z [----] followers, [--] engagements

"@spainsphere @VariantValue @BillAckman Ah so you follow price Ok that makes sense"
X Link 2026-02-13T01:23Z [----] followers, [--] engagements

"@ChrisJBakke Thank god you dont run a business. If DoorDash paid $5 (-$5) to make ($6.25) in bookings their margins would shrink. Take rate on a straight $6.25 booking is probably $1. If you paid $5 to make $6.25 you automatically shrink your margin. Youd need 30x volume to expand it"
X Link 2026-02-13T14:19Z [----] followers, [---] engagements

"Everyone is so obsessed about CapEx and returns on the MAG7 but fail to realize the biggest issue facing these businesses is that they are self inflicted. You can simply just decide to not spend next year and your FCF quadruples. Why is that so hard to understand"
X Link 2026-02-13T14:23Z [----] followers, [---] engagements

"META revenue is growing 20% + YoY AMZN revenue 15-20% + YoY and 24% YoY for AWS MSFT 17%+ YoY If you had to spend a full year of operating cash flow to grow revenue in the double digits you would do it. They can always back track next year"
X Link 2026-02-13T14:23Z [----] followers, [--] engagements

"@Mindset4Money_X Disconnect. I bought Google in [----] when it was hated. It took a full year for it to finally turn around. Lots of people dumped it while it stayed flat and even went negative. I didnt. Same will be for uber"
X Link 2026-02-13T16:57Z [----] followers, [----] engagements

"@Ahmedinvests It wont happen. Just the nature of the business because its not a necessity while mobility is"
X Link 2026-02-13T17:04Z [----] followers, [--] engagements

"@Dino95177184 @Mindset4Money_X Explain how Im wrong"
X Link 2026-02-13T18:51Z [----] followers, [--] engagements

"@Ahmedinvests When @nuro and @Waabi_ai start launching (Uber has ownership in both) and show real promise Uber will rerate very fast. The market thinks they cant survive an AV race"
X Link 2026-02-13T19:22Z [----] followers, [---] engagements

"@MPelletierCIO Martin you certainly are a smart man. Why do you think Uber is toast"
X Link 2026-02-13T19:56Z [----] followers, [--] engagements

"@WideMoatCzar Selling $UBER at 14x EPS is a mistake. Youre paying for UberEats at [--] basically"
X Link 2026-02-13T21:08Z [----] followers, [---] engagements

"@HatedMoats Its still not that cheap to be honest. Still trades at 27x + forward EPS. Price to OCF at 30x still too"
X Link 2026-02-14T17:52Z [----] followers, [--] engagements

"@observablefact @BillAckman Idiot"
X Link 2026-02-14T18:36Z [----] followers, [--] engagements

"@TechEquityEng I wouldnt say its a steal at 13x sales and 40x forward earnings but it is growing fast. Id rather own Meta personally"
X Link 2026-02-14T18:40Z [----] followers, [--] engagements

"@TechEquityEng Reddit is a name I have on my watchlist. Definitely a weird type of social platform that has alot of high engagement. I dont use Reddit but I see how it can be appealing"
X Link 2026-02-14T18:45Z [----] followers, [--] engagements

"Stocks Im close to pulling the trigger on (to buy) 👇🏼 $STN.TO / $STN - Stantec $TRI.TO / $TRI - Thompson Reuters $CSU.TO - Constellation Software $NOW - ServiceNow $BAM - Brookfield AM $ET.TO - Evertz Technologies $IFC.TO - Intact Financial $FFH.TO - Fairfax Financial"
X Link 2026-01-30T14:23Z [----] followers, [----] engagements

"@Dino95177184 @nuro @Waabi_ai Tesla is not the only car to have that technology. Theres literally [--] companies worldwide who have arguably more advanced technology. Just like ChatGPT being the first LLM. Its not the only one now and not even the best. Tesla will face the same fate very soon"
X Link 2026-02-13T19:48Z [----] followers, [--] engagements

"@Dino95177184 @nuro @Waabi_ai Other AV companies with technology at L4 : @nuro @WeRide_ai @Baidu_Inc @PonyAI_tech @Waymo"
X Link 2026-02-13T20:06Z [----] followers, [--] engagements

"@mert352352 I think youre trolling at this point. Tesla is behind by many years. Good luck like I said. The world doesnt care about Elons fake promises"
X Link 2026-02-15T17:50Z [----] followers, [--] engagements

"Todays adds : $GSY.TO Feel free to clown me but I believe in 5+ years this is a 2x from todays prices"
X Link 2026-01-30T17:24Z [----] followers, [----] engagements

"Can we just ban AI or heavily regulate it Seriously what does society gain from mass unemployment and wealth disparity I dont see the value in a machine that does everything for you and displaces you. Like honestly what the heck Ban this stuff"
X Link 2026-02-11T04:40Z [----] followers, [----] engagements

"Exhibit A : AV utilization. Robots are expensive assets. Downtime is a cost. Waymo and Tesla can charge cheap fees but will not be profitable. Its easier to fleet idle capacity onto Uber than to run heavy losses to fight for market share"
X Link 2026-02-13T19:47Z [----] followers, [---] engagements

"@alextheinvstor Where did you get 13% from They guided for 20% revenue growth next year and on your graph I see 17%"
X Link 2026-02-14T18:39Z [----] followers, [--] engagements

"$TSLA is making negative dollars on these rides (promotional). $UBER did this in the early days as well. Tesla already is on thin ice (3% margins) and declining auto sales. How long can they subsidize low fare rides for My guess : Not long. Waymo vs Tesla Robotaxi fare in the Bay Area at 5:30 pm (4.4 mile ride): Waymo: $45.05 (29 min pickup) Robotaxi: $7.80 (15 min pickup) In this situation Waymo was 5.7x more expensive. https://t.co/ebyXbCeMFY Waymo vs Tesla Robotaxi fare in the Bay Area at 5:30 pm (4.4 mile ride): Waymo: $45.05 (29 min pickup) Robotaxi: $7.80 (15 min pickup) In this"
X Link 2026-02-14T21:12Z [----] followers, [---] engagements

"@NewcomerInvest Basically recession proof because tons of their backlog is government work + data center build outs for large companies in the AI race. Still a bit expensive at 30x EPS (23x forward) but happy to pay up for it"
X Link 2026-02-15T16:23Z [----] followers, [---] engagements

"According to my overreactions $TSLA should be north of 400+ PE very soon as auto sales continue to drop off a cliff (cancelled [--] out of [--] models) and focus shifts to Optimus robots that dont work and have no demand. Also - $7 Robotaxi fares burn even more cash. Good luck $TSLA's net income dropped 75% in the last [--] years. Meanwhile the share price is up over 100%. Very cheap now at a [---] PE. Get in while you can. https://t.co/kNK44L4pmN $TSLA's net income dropped 75% in the last [--] years. Meanwhile the share price is up over 100%. Very cheap now at a [---] PE. Get in while you can."
X Link 2026-02-15T16:31Z [----] followers, [---] engagements

"@cousinbalin AI sell off fears I believe - Many similar names also fell. It makes no sense because AI and designing build outs anytime soon. Just take advantage of the sell offs in the market"
X Link 2026-02-15T16:33Z [----] followers, [---] engagements

"This is a real robot. [--] years of CapEx and research. Boston Dynamics Atlas Robot can now do a round off back-handspring and land it flawlessly. I still occasionally trip on my shoelaces https://t.co/rVbhoYpMSi Boston Dynamics Atlas Robot can now do a round off back-handspring and land it flawlessly. I still occasionally trip on my shoelaces https://t.co/rVbhoYpMSi"
X Link 2026-02-15T17:48Z [----] followers, [---] engagements

"Great time to block this account. He has absolutely no idea what hes saying by calling Microsoft a fraud. Once MSFT goes FCF [--] the off-balance sheet tsunami will make Enron look like amateur hour https://t.co/UriYkaeD9r Once MSFT goes FCF [--] the off-balance sheet tsunami will make Enron look like amateur hour https://t.co/UriYkaeD9r"
X Link 2026-02-15T18:13Z [----] followers, [---] engagements

"@WideMoatCzar Intuit is going to be useless when Ai based platforms ways to get around the sensitive data and compliance related road blocks. 100% of the tasks in the audit and tax fields can be automated - I have worked worked at a Big [--] firm and seen it first hand"
X Link 2026-02-15T23:07Z [----] followers, [--] engagements

"This guy gets it. Well done. 👏 It wouldnt surprise me if $UBER invests in $RIVN in the future and helps them ramp up their own robotaxi network Uber already invested in $LCID and with more competition Uber will win in the end as competition strengthens Ubers position as a demand aggregator It wouldnt surprise me if $UBER invests in $RIVN in the future and helps them ramp up their own robotaxi network Uber already invested in $LCID and with more competition Uber will win in the end as competition strengthens Ubers position as a demand aggregator"
X Link 2026-02-16T00:06Z [----] followers, [---] engagements

"@BillSaiWen @ValueAnalyst1 @funwithnumberz @GordonJohnson19 @bgrahamdisciple @JCOviedo6 @FredLambert @fly4dat @BradMunchen @TSLAFanMtl The robot that walks like joe Biden and is remote operated Yea I dont think so"
X Link 2026-02-16T03:41Z [----] followers, [--] engagements

"As an $UBER investor I dont want $TSLA to fail. I view Waymo as a threat. Competition is good. More competition is more of a reason Ubers liquidity pool is valuable. I just truly dont see Tesla as that innovative anymore. None of their tech is unique now"
X Link 2026-02-16T03:50Z [----] followers, [---] engagements

"This one will upset lots of folks here but $ATD.TO does not deserve a 20x EPS valuation when fuel margins are dropping and same store growth annually is stagnant. Sorry but thats the rules. Below $65 I buy"
X Link 2025-12-03T16:11Z [----] followers, [----] engagements

"I agree $T.TO $TU will be in the dog house for a long time. The best bet is to cut the dividend pay down debt and focus on restructuring the organization. The extra debt taken on has done nothing for equity holders. Equity has been eroded perfectly said. $T.TO @JamesJstuartb "The equity has permanently eroded due to the additional debt burden." "Rising debt flat revenue and soaring interest costs what can go wrong Roger My guess is ALOT" - a BOL staffer @ NCP (see below) https://t.co/GiyTDCT899 $T.TO @JamesJstuartb "The equity has permanently eroded due to the additional debt burden." "Rising"
X Link 2025-12-31T20:39Z [----] followers, [---] engagements

"Building a stock community - 100% free to join. No paid services or subscriptions sold here. If you would like to join and contribute please shoot me a DM. Its a great community to meet other traders and investors share research or talk about life"
X Link 2026-01-20T20:06Z [----] followers, [----] engagements

"Some hidden AI/Data Center related plays the few people actually know about : $BN / $BN.TO $STN / $STN.TO $WSP.TO $CLS.TO $IFC.TO $PRL.TO All of these companies either engage in creating developing or utilizing AI for their business"
X Link 2026-01-26T23:08Z [----] followers, [----] engagements

"@NuggetCapital @DivGrojourney @PronkDaniel Lots of non-cash impairment charges to net income. ROE dropped from interest rate cap by Canada. Loan volumes will increase as book of business increases. Impairment charges actually dropped not increased. Where did you get this data"
X Link 2026-01-29T17:59Z [----] followers, [---] engagements

"I sold $BN to purchase more of $BAM today - I think the variance between them (BAM -24% off of highs versus BN 10%) will catch up. BAM likely closer to a bottom. Happy to purchase BN again if need be. I like both. Id stick with BAM for now"
X Link 2026-02-03T17:26Z [----] followers, [----] engagements

"One thing people forget is that when you own $UBER you get ownership into a private equity business of ownership into multiple disruptive AV startups as well as $AUR $GRAB and other names. They are investing in the pipeline for autonomous ride sharing and delivery"
X Link 2026-02-04T13:52Z [----] followers, [---] engagements

"$SPGI is on my radar now. Low capital and asset light business. 👀"
X Link 2026-02-10T14:36Z [----] followers, [---] engagements

"$SPGI is interesting but Id have to lean on $X.TO because its cheaper and I dont think anyone is interested in optimizing data for the Canadian exchanges. I view TMX Groups business as less risky. But SP Global is a fantastic business. Just a bit pricey still"
X Link 2026-02-10T15:09Z [----] followers, [---] engagements

"@GreenWaveSaves Uber is not losing market share. Where did you pull this from"
X Link 2026-02-11T21:44Z [----] followers, [--] engagements

"Debating on selling my $MSFT to buy more $META. Not that Im bearish on Microsoft by any means but I think that few names at the trillion dollar + scale can grow like Meta is. Microsoft is a fantastic company. But I think Meta offers an easy double. META fwd PE @ [--] 🤔"
X Link 2026-02-13T14:40Z [----] followers, [---] engagements

"Its hard for Microsoft to offer the same outsized return that Meta does. Meta is a 1.6T company growing at 30% per year. Microsoft is a 3T company growing at 17% per year. I will have to make a tough choice eventually"
X Link 2026-02-13T14:42Z [----] followers, [---] engagements

"RT @NuggetCapital: Looky looky. NCP was right about $BCE.TO $RCI.B $QBR.B and soon will be right about $T.TO when they cut the dividend an"
X Link 2026-02-13T17:04Z [----] followers, [--] engagements

"Great question $UBER survives and thrives because a car on Uber network gets 20% more utilization than on their own. Uber also has @nuro & @Waabi_ai ownership (AV cars coming soon). Uber wins if the market stays fragmented. Will Waymo and Tesla be the only FSD cars @TheWiseIC @Mindset4Money_X A competitor is coming that will have rates that are about [--] times cheaper than Uber and with better service. How will they survive @TheWiseIC @Mindset4Money_X A competitor is coming that will have rates that are about [--] times cheaper than Uber and with better service. How will they survive"
X Link 2026-02-13T19:38Z [----] followers, [----] engagements

"Exhibit B : Demand is variable and inconsistent. An owner of a fleet needs consistent rides. Because of the nature of ride share there is downtime. The uber network provides an easy way for fleet owners to bypass obsolescence costs by listing on their network"
X Link 2026-02-13T19:47Z [----] followers, [---] engagements

"$TSLA dreams of shifting operational risks to the owner is finished. Robotaxis will be on teslas balance sheet and they will have to carry them. Expect Tesla to be 500-600x PE in the future. Who is paying up for this Ridiculous. If Tesla doesn't win the robotaxi race I think it's cooked. If Tesla doesn't win the robotaxi race I think it's cooked"
X Link 2026-02-13T21:07Z [----] followers, [---] engagements

"@TechEquityEng I wouldnt classify Uber as software but I agree its cheap"
X Link 2026-02-14T18:37Z [----] followers, [---] engagements

"@Ahmedinvests @WideMoatCzar Nope - Personally reasonable and I totally agree. I bought with the intention of holding for many many years. Itll be a 500B - 1T company at some point. Thats between a 3.5-7x. I can wait"
X Link 2026-02-15T02:13Z [----] followers, [--] engagements

"@Mindset4Money_X AMZN UBER META MSFT"
X Link 2026-02-15T04:51Z [----] followers, [--] engagements

"$UBER app will solve this because these cars will instantly get demand on a 202M + user network and not have to rely on capital raises or debt. They just need to prove the product works (which it does and is in final stages of testing). Thats the Uber edge. Whos going supply the giant bag of money to make this group project work Lucid is bankrupt. NURO is a startup. Uber has [--] billion in cash at the moment. Google just spent an additional $12 billion just in the latest funding to perpetual money loser Waymo. Where is the Whos going supply the giant bag of money to make this group project"
X Link 2026-02-15T04:58Z [----] followers, [----] engagements

"@mert352352 Thats funny you mention that because $TSLA is hardly even profitable and thats with auto sales just starting to decline. Generation Z and younger generations wont own cars anymore. Its cheaper to ride share"
X Link 2026-02-15T16:13Z [----] followers, [--] engagements

"Does anyone own Stantec Inc Looks like an incredible business thats relatively cheap right now. Also an underrated AI play because lots of new projects on their backlog are data center related build outs. 👀 $STN $STN.TO"
X Link 2026-02-15T16:15Z [----] followers, [----] engagements

"I still believe $GSY.TO is incredibly cheap. I really do. But the silence from management about declaring the Q4 and FY earnings for [----] is a bit suspect. Investor relations emailed me back and said it will be released later than usual - Not sure what this means. Todays adds : $GSY.TO Feel free to clown me but I believe in 5+ years this is a 2x from todays prices. Todays adds : $GSY.TO Feel free to clown me but I believe in 5+ years this is a 2x from todays prices"
X Link 2026-02-15T16:22Z [----] followers, [----] engagements

"I encourage fellow shareholders to ask James at GoEasy the same question as I did : When can we expect results to be announced - Transparency is important and GoEasy is going a poor job at this"
X Link 2026-02-15T16:22Z [----] followers, [---] engagements

"At 7x forward earnings and a 4.6% dividend yield I remain comfortable enough to own it. I will not add any more to my [---] cost basis (5% of my portfolio) until I get clarification on earnings. Its possible I close it if I see a material change (delaying earnings)"
X Link 2026-02-15T16:22Z [----] followers, [---] engagements

"@mert352352 Back out all the government subsidies and credits and focus on their core business : Auto sales. Ill wait"
X Link 2026-02-15T16:32Z [----] followers, [--] engagements

"@mert352352 Ill save you the time : Auto sales are 80% of their revenue and thats declining fast. Good luck buying at 400x earnings It is a steal today. Tesla will be the next 100T company"
X Link 2026-02-15T16:35Z [----] followers, [--] engagements

"@mert352352 Hope this helps"
X Link 2026-02-15T16:37Z [----] followers, [--] engagements

"@NewcomerInvest Management is doing a fantastic job at keeping shareholders in the dark"
X Link 2026-02-15T17:05Z [----] followers, [--] engagements

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