@WisemanCap Avatar @WisemanCap Kaushik

Several tech companies, including Amazon ($AMZN), Microsoft ($MSFT), Alphabet ($GOOGL), and Meta ($META), reported strong quarterly earnings, with Amazon's AWS and Microsoft's Azure showing significant growth. Additionally, companies like Nvidia ($NVDA) and Google Cloud continue to make advancements in AI and cloud computing. Many analysts have raised their price targets for these companies, citing strong momentum and growth prospects.

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Social Influence

Social category influence stocks #5041 technology brands 47.08% finance 13.62% social networks 3.5% automotive brands 3.11% cryptocurrencies 1.95% financial services 1.95% countries 1.17% exchanges 0.78% fashion brands 0.39%

Social topic influence $googl 16.34%, $amzn #213, ai 6.61%, we are 4.67%, meta 4.28%, strong 3.89%, morgan stanley 3.89%, $nvda 3.89%, nvda 3.5%, googl 3.11%

Top accounts mentioned or mentioned by @futureman1977 @qualityinvest5 @jiteshparikh @equitybrian @r5ive8 @thefinpitch @manthantweets1 @jitesh_parikh @joinyellowbrick @don7spy @problemsniper @nkblitz @aureliusltd28 @anitapatel316 @aarpar008 @francisduenas3 @ankit04041987 @techntech42 @sandmansays @jlhaggerty1

Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Morgan Stanley (MS) NVIDIA Corp. (NVDA) AppLovin Corporation (APP) Datadog Inc (DDOG) Unity Software Inc. (U) ServiceTitan, Inc. (TTAN) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) monday.com Ltd. (MNDY) Now Coin (NOW) Roblox Corp. (RBLX) Advanced Micro Devices (AMD) Reddit, Inc. (RDDT) Block, Inc. (SQ) HUBSPOT, INC. (HUBS) Affirm Holdings, Inc. (AFRM) Atlassian Corporation PLC (TEAM) Rubrik, Inc. (RBRK) Microsoft Corp. (MSFT) Oracle Corporation (ORCL) Metadium (META) Shopify Inc (SHOP) Apple, Inc. (AAPL) Braze Inc. (BRZE) Goldman Sachs (GS) Broadcom, Inc. (AVGO) Take-Two Interactive Software, Inc. (TTWO) Uber Technologies, Inc. (UBER) Fenerbahçe Token (FB) Mario Coin (COIN) Twilio, Inc. (TWLO) Helium IOT (IOT) Intuit Inc. (INTU) Crowdstrike Holdings Inc (CRWD) Snowflake Inc. (SNOW) Cloudflare, Inc. (NET) Robinhood Markets, Inc. (HOOD) Netflix Inc (NFLX) Sea Limited (SE) RAI Finance (SOFI) PayPal Holdings Inc (PYPL) Upstart Holdings, Inc. (UPST)

Top Social Posts

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

"$AMZN $GOOGL $300 next $AMZN to $250 next $AMZN to $250 next"
X Link 2025-10-30T21:08Z 111.2K followers, 171.2K engagements

"$NBIS DA Davidson has a totally opposite view from $CRWV We reiterate our BUY and $150 price target on Nebius Group after the company delivered strong results while raising its CY26 contracted power guidance and introducing guidance that has the company exiting CY26 with an annualized revenue run-rate between $7-9B. Management continued to highlight how they're seeing heightened demand for compute across all their data center regions and across GPU generations with significant capacity being contracted out and coming online over the next year FY2026."
X Link 2025-11-12T14:23Z 111.1K followers, 34.5K engagements

"$COIN Erste Group Downgrades to Hold 'The lucrative private customer revenues will decline'"
X Link 2025-11-20T13:38Z 111.1K followers, [----] engagements

"$ZS sold off after last ER. Where would you add"
X Link 2025-11-30T01:07Z 111.2K followers, 14.2K engagements

"$TTAN beat/raise"
X Link 2025-12-04T21:38Z 111.1K followers, [----] engagements

"$TTAN PT Lowered to $140 at Piper Sandler 25% Q3 Growth Driven by Continued Commercial + Pro Momentum; TTAN posted another quarter of healthy 25% y/y revenue growth on an $11M beat to the midpoint guide driven by continued commercial and Pro product growth and usage revenue upside from strong GTV results and greater-than-expected fintech attach. We see upside to conservative Q4 growth guidance that implies further deceleration to 17% y/y in Q4 based on a robust demand environment (including increased appetite to adopt AI by the trades) and encouraging process across key growth vectors (e.g."
X Link 2025-12-05T12:39Z 111.1K followers, [----] engagements

"$TTAN PT Raised to $160; TD Cowen: 'We Would Be Adding to Positions'"
X Link 2025-12-05T14:14Z 111.1K followers, [----] engagements

"BTIG Starts $GTLB $HUBS $TWLO $BRZE $FROG at Buy"
X Link 2025-12-16T21:42Z 111.2K followers, [----] engagements

"BTIG Starts $IOT $OS $TTAN at Buy"
X Link 2025-12-16T23:41Z 111.2K followers, [----] engagements

"Digital advertising revenue for Google Meta and Amazon is expected to grow by over $400bn by [----] - BofA"
X Link 2026-01-08T04:48Z 111.2K followers, 36.3K engagements

"$MNDY 'Half Price Sale but MNDY is Not on Clearance; Compelling Mid-Cap Buy' PT $260 Jefferies"
X Link 2026-01-15T13:56Z 111.2K followers, [----] engagements

"$AFRM $KLAR set up for a nice quarter - BofA"
X Link 2026-01-16T13:08Z 111.2K followers, [----] engagements

"@jitesh_parikh @Don7Spy @merovingian_man Aaron who miserably failed with $box had a good post yesterday"
X Link 2026-01-19T17:40Z 111.2K followers, [---] engagements

"$ONON Goldman Sachs Upgrades to Buy PT $59"
X Link 2026-01-20T03:18Z 111.2K followers, [----] engagements

"$TTAN Morgan Stanley Upgrades to Overweight Raises PT to $131 Names Stock 'Top Pick'"
X Link 2026-01-20T14:08Z 111.2K followers, [----] engagements

"$DDOG 'Our Favorite H1'26 Cloud-Infrastructure Idea' - Bernstein PT $180 As we enter [----] negative competitive narratives vs. Datadog are once again gaining hold. The stock peaked briefly over $200 after strong Q3 earnings in November but ever since Palo Alto announced the Chronosphere acquisition (Nov 19th) and followed it with aggressive messaging that they will push Datadog out of OpenAI the stock has only gone one direction: down. Our expected 25% growth ex-AI in [--] could prove too conservative. Our model triangulates off a bottom-up approach and top-down AWS expectations as a bellwether."
X Link 2026-01-21T13:45Z 111.1K followers, [----] engagements

"Software Universe Valuation Tables (by Growth Cohorts) - KeyBanc look at those multiples how they have reset"
X Link 2026-01-22T04:20Z 111.2K followers, 31.1K engagements

"$DDOG Stifel Upgrades to Buy We are upgrading Datadog to Buy as recent checks lead us to believe the company will post another larger than typical quarterly (4%+) beat in 4Q driven by accelerating core growth continued strong gains within the non-OAI genAI cohort and Q/Q OAI stability. The net result is we believe DDOG's 4Q growth rate excluding OAI should be 23%. Looking forward we believe management should be able to guide CY26 revenue to $4.1B implying conservative 19%+ core growth (ex-OAI) and assumes OAI remains at its current $90M/quarter runrate for CY26 ($360M vs $305M CY25.20%"
X Link 2026-01-22T11:18Z 111.2K followers, [----] engagements

"$IOT looks good here $IOT https://t.co/YhPyLRC7oc $IOT https://t.co/YhPyLRC7oc"
X Link 2026-01-22T18:34Z 111.2K followers, 10.1K engagements

"4 SaaS stocks to buy into Q4 earnings: Morgan Stanley $NOW $HUBS $KVYO $ZETA"
X Link 2026-01-25T19:15Z 111.2K followers, 18.4K engagements

"Merck ends acquisition talks with Revolution Medicines - WSJ"
X Link 2026-01-26T00:53Z 111.1K followers, 10K engagements

"$TEAM up $20+ the past few sessions. SaaS is not dead"
X Link 2026-01-26T14:37Z 111.2K followers, [----] engagements

"$TTD Promotes Davis to Interim CFO For the fourth quarter of [----] The Trade Desk reaffirms the financial guidance given on November 6th [----] and continues to expect: Revenue of at least $840M Adjusted EBITDA of approximately $375M"
X Link 2026-01-26T14:45Z 111.2K followers, 12.9K engagements

"$CVLT getting smoked after ER not helping $RBRK $CVLT Guidance FY2026 revenue of $1.177-1.17B $1.31B Est"
X Link 2026-01-27T14:58Z 111.2K followers, 18.3K engagements

"Service Now taking down SaaS"
X Link 2026-01-28T21:28Z 111.1K followers, 19.8K engagements

"Added some $TTAN"
X Link 2026-01-29T16:57Z 111.2K followers, [----] engagements

"Bernstein on $NOW Reiterates Outperform PT $219"
X Link 2026-01-30T13:22Z 111.2K followers, 21.1K engagements

"RBC Capital on Software Stocks: 'What We'd be Buying on the Pullback' $MSFT $CRWD $DDOG $HUBS $INTU $MDB $NOW $SNOW"
X Link 2026-01-30T13:58Z 111.1K followers, 22K engagements

"$AVGO Wolfe upgrades to Outperform on TPU scale-up sees AI driving earnings power"
X Link 2026-01-30T13:59Z 111.1K followers, [----] engagements

"$EXPE names $AFRM exclusive US buy now pay later provider"
X Link 2026-01-30T14:21Z 111.1K followers, [----] engagements

"$U dumping $U and $TTWO are trading lower as Googles Project Genie demos spark a new worry: if AI world-models can generate interactive worlds end-to-end game engines could matter less over time. https://t.co/9Zm8p8eZ5P $U and $TTWO are trading lower as Googles Project Genie demos spark a new worry: if AI world-models can generate interactive worlds end-to-end game engines could matter less over time. https://t.co/9Zm8p8eZ5P"
X Link 2026-01-30T15:09Z 111.1K followers, 12.2K engagements

"$U $RBLX $TTWO dumping on Google news https://blog.google/innovation-and-ai/models-and-research/google-deepmind/project-genie/ https://blog.google/innovation-and-ai/models-and-research/google-deepmind/project-genie/"
X Link 2026-01-30T15:34Z 111.1K followers, [----] engagements

"$GOOGL 4Q Preview: Expecting an upside quarter on usage ramp - BofA PT $370 Reports 2/4. Strong Meta results suggest a stable 4Q ad market and we think usage may have accelerated on Gemini [--] release we are slightly raising search estimates (to 15% growth vs 14%). We think Search growth expectations could be 15-16% (vs Street at 13%) and YouTube 14-15% (vs 13%). We now expect 4Q Rev/EPS of $95.9bn/$2.65 vs Street $95.2bn/$2.64. We est. 4Q Opex of $28.0bn (+13% y/y) with operating margins +119bps y/y. Job data suggests disciplined hiring trends with openings down 7% q/q (vs Street +0.5% q/q)."
X Link 2026-01-31T16:04Z 111.1K followers, 15.2K engagements

"$ORCL Funding the Future: ORCL Buys Time for Its AI Ambitions Jefferies Buy PT $400"
X Link 2026-02-02T13:00Z 111.1K followers, 11.9K engagements

"$AMZN At 13x NTM EV/EBITDA too cheap at early stage of AWS re-acceleration - Jefferies Buy PT $300 AMZN trades at 13x NTM EV/EBITDA [--] turns below 10-yr avg and [--] turns below WMT. We think that's too cheap at early stage of AWS re-acceleration. Backlog a leading indicator is pumping up and could reach mid-20s+ growth in Q4 thx to: 1) easiest comp of the yr 2) strong start with Oct. bookings Q3 total 3) robust checks & surveys. Holiday sales were resilient and efficiency initiatives should drive EBIT upside. 25% upside to SOTP-supported $300 PT; Buy. Attractive set-up. CY27E EV/EBITDA 10.3x"
X Link 2026-02-02T13:06Z 111.2K followers, 32.3K engagements

"$U remains a BTIG 1H26 Top Pick PT $60"
X Link 2026-02-02T13:08Z 111.1K followers, [----] engagements

"Piper on $APP OW PT $800 Positive Gaming Trends Continue; Core gaming trends continue to look positive. Sellers.json total supply growth at APP remains consistent +30% y/y. App-ads.txt data seems to align with APP commentary that volume across MAX is growing at least low-double digits y/y (potentially higher). We've done deep work on E-Com & hosted APP in December. Weve provided comments below on the Friday selloff. We find valuation at 25x Streets 27E GAAP earnings very compelling ahead of the print next week. We've received a number of questions on the Friday selloff. News includes (1)"
X Link 2026-02-02T13:38Z 111.2K followers, 16.4K engagements

"$AMZN We increase our [----] AWS revenue growth estimate to +25% Y/Y - PT Raised to $315 at Citizens"
X Link 2026-02-02T18:31Z 111.2K followers, 54.5K engagements

"Oh boy they are destroying anything software"
X Link 2026-02-02T20:36Z 111.2K followers, 27.5K engagements

"Can we take down PLTR asking for a friend lol"
X Link 2026-02-02T20:54Z 111.1K followers, 12.2K engagements

"$RBRK job postings hit a new record high and were up 50% Q/Q that we believe shows the plan to continue to invest for share gains and to support durable high-growth - Piper"
X Link 2026-02-03T05:32Z 111.2K followers, 32K engagements

"$GOOGL PT Raised to $400 at Mizuho"
X Link 2026-02-03T13:49Z 111.2K followers, 12.8K engagements

"We only need hardware moving forward lol"
X Link 2026-02-03T15:02Z 111.2K followers, 24.7K engagements

"$AMD $SMCI: Could cause worries for the broader AI complex - Lynx Equity"
X Link 2026-02-03T18:31Z 111.2K followers, 11.6K engagements

"$META [--] points away from gapfill. Bring it and we can add more"
X Link 2026-02-03T18:47Z 111.2K followers, 12.8K engagements

"$AMD Q4 EPS $1.53 $1.32 Est Revenue $10.3B $9.64B Est GUIDANCE: Q1 [----] revenue $9.5-10.1B $9.37B Est"
X Link 2026-02-03T21:17Z 111.2K followers, 27.6K engagements

"$ORCL Files For Offering Of Up To $20B Of Common Stock"
X Link 2026-02-03T21:33Z 111.2K followers, 18.4K engagements

"$GOOGL BUYSIDE SURVEY TAKEAWAY Biggest AI Beneficiary (63%) - JPM Have to see what tomorrow AH brings us"
X Link 2026-02-04T00:21Z 111.2K followers, 49.6K engagements

"$AMZN BUYSIDE SURVEY TAKEAWAY Favorite Mega Cap (46% of respondents) - JPM"
X Link 2026-02-04T00:22Z 111.2K followers, 15.3K engagements

"$AMD PT Raised to $328 at Evercore ISI 'Buyers of Weakness' We reiterate our Outperform rating and are buyers of AMD shares post-earnings with shares 8% lower AH despite beat/raise as ex-China EPS in DecQ and implied for MarQ are estimated to be slightly below Street estimates coming into the print. We are encouraged by 1) mgmt. conviction that DC revs can grow 60% in [----] 2) GPU ex-China revs increasing 20% QQ in DecQ and implied up LDD% QQ in MarQ despite upcoming Helios ramp in 2H26 indicating strong engagement 3) [--] of top [--] AI companies cited to be using AMD GPUs 4) purchase commitments"
X Link 2026-02-04T12:53Z 111.2K followers, 12K engagements

"$UBER market overreacts and back to flat now"
X Link 2026-02-04T13:30Z 111.2K followers, [----] engagements

"$NET long-term growth opportunity is underappreciated BTIG Upgrades to Buy"
X Link 2026-02-04T13:49Z 111.2K followers, [----] engagements

"When it rains it pours $U $APP $RBLX $APP and $U are lower after AdExchanger wrote up CloudXs GA launch. CloudX founded by MoPub and MAX alumni is aiming AI agents to automate mobile ad stack management (floors line items demand paths) and a trusted execution environment for auctions to address buyer concerns https://t.co/ubUSzBbqfd $APP and $U are lower after AdExchanger wrote up CloudXs GA launch. CloudX founded by MoPub and MAX alumni is aiming AI agents to automate mobile ad stack management (floors line items demand paths) and a trusted execution environment for auctions to address buyer"
X Link 2026-02-04T14:16Z 111.2K followers, 16.6K engagements

"Absolute madness. Did they figure out Palantir can be vibe coded as well"
X Link 2026-02-04T14:53Z 111.2K followers, 57K engagements

"$UBER Citizens Upgrades to Market Outperform PT $100"
X Link 2026-02-04T19:36Z 111.2K followers, 10.2K engagements

"$GOOGL Q4 EPS $2.82 $2.64 Est Revenue $113.8B $111.12B Est"
X Link 2026-02-04T21:03Z 111.2K followers, 12.5K engagements

"$AVGO Others Surge After Google Announces Massive [----] Capex Google CapEx investments are anticipated to be in the range of $175 to $185 billion Estimate $119.5 billion"
X Link 2026-02-04T21:08Z 111.2K followers, 27.9K engagements

"GCP killing it $GOOGL Cloud revenue + 48% to $17.7 billion led by GCP $GOOGL Cloud revenue + 48% to $17.7 billion led by GCP"
X Link 2026-02-04T21:10Z 111.1K followers, 10K engagements

"Jefferies Reiterates $400 PT on $GOOGL Cloud grew 48% y/y vs. JEFe 36% (9% beat) accelerating from 34% in Q3. FY26 capex $175-185B implies 97% growth at mid-pt accelerating from FY25's 74% growth to $91B. This speaks to momentum in AI Gemini & core bus. in our view. Search grew 17% vs. JEFe 14% (3% beat). Op mgn (off net rev) 39.1% beat St. 38.8% after adjusting for $2.1B Waymo comp charge. YouTube ads missed by 4% & grew 9% y/y. Stock is -1% AH and closed 18x NTM EV/EBITDA vs. 12x 10-yr avg. https://twitter.com/i/web/status/2019165451071508855"
X Link 2026-02-04T21:45Z 111.2K followers, 13K engagements

"With so much of capex spending I think $NVDA $AVGO are all heading way higher this year"
X Link 2026-02-04T22:55Z 111.2K followers, 21K engagements

"$RBRK prelim results exceeds all guidance metrics"
X Link 2026-02-04T23:29Z 111.2K followers, 34.4K engagements

"$ARM did nothing and was negative last year and now back to double digits"
X Link 2026-02-04T23:55Z 111.2K followers, [----] engagements

"Tomorrow is Prime Day. Consensus estimates Revenue $211B EPS $1.95 AWS 21-22%"
X Link 2026-02-05T01:27Z 111.2K followers, 15.2K engagements

"$MSFT gets downgraded to Hold at Stifel PT to $392"
X Link 2026-02-05T04:07Z 111.2K followers, 12.9K engagements

"We lower our TP to $392 based on 21x P/E multiple on our new CY27 EPS estimate of $18.70 which represents a modest premium to the SP500 multiple. As mentioned earlier we see no near term catalysts and expect the stock to be range bound until either CAPEX growth slows below Azure growth and/or Azure posts a significant acceleration. https://twitter.com/i/web/status/2019262632210092059 https://twitter.com/i/web/status/2019262632210092059"
X Link 2026-02-05T04:11Z 111.1K followers, [----] engagements

"$GOOGL PT Raised to $420 at Pivotal Research Alphabet reported a much stronger-than-expected 4Q result highlighted by a 4th straight quarter of accelerating YoY search revenue growth of +17% (vs. our and consensus +12.5% forecast). Cloud revenue growth of +48% was dramatically ahead of our 30% forecast (including a sharp inflection higher in cloud operating margins materially ahead of expectations) while Subscriptions and Devices grew +17%. Most importantly Alphabet is rightly pressing its massive vertical advantage leveraging its proprietary TPU/Axion stack to take market share and cement"
X Link 2026-02-05T12:26Z 111.2K followers, 11.2K engagements

"$GOOGL After growing the backlog by $85bn q/q on a gross basis in 4Q:25 we now model Google Cloud backlog to reach $325bn and $425bn by YE26 and YE27 respectively - Morgan Stanley"
X Link 2026-02-05T12:44Z 111.2K followers, [----] engagements

"$UBER PT Lowered to $125 at Goldman Sachs On todays stock price UBER is currently trading at a P/E of 15x on our [----] estimate and at a EV/FCF multiple of 10x on out [----] estimate"
X Link 2026-02-05T13:16Z 111.2K followers, 13.7K engagements

"We have $AMZN $RDDT $RBLX $TEAM $AFRM today. Going to be crazy AH action @eWhispers"
X Link 2026-02-05T13:32Z 111.2K followers, [----] engagements

"Man this $NVO stock is very erratic"
X Link 2026-02-05T13:52Z 111.2K followers, [----] engagements

"$MSFT under $3T and forward PE is more appealing than ever. I see opportunity for long term. Everyone is waiting for gapfill 😂"
X Link 2026-02-05T14:44Z 111.1K followers, 25.3K engagements

"$WMT at $1T and $AMZN at $2.3T sounds about right"
X Link 2026-02-05T19:37Z 111.2K followers, 28.8K engagements

"Sorry dont expect AMZN to save the market. We are working on at least staying FLAT AH"
X Link 2026-02-05T20:32Z 111.1K followers, 13K engagements

"$AMZN AWS grew 24% and you guys dump it coz of capex"
X Link 2026-02-05T21:26Z 111.2K followers, 62.5K engagements

"I read everything about $AMZN and I am not worried at all. Will be adding more"
X Link 2026-02-06T02:02Z 111.2K followers, 26K engagements

"Q3 we accelerated AWS to 20.3% and stock got rewarded and now we accelerate even further to 24% given the lofty expectations and you guys dump it Morons Just to add this is the highest AWS grew over the past [--] years"
X Link 2026-02-06T02:42Z 111.2K followers, 12.8K engagements

"$RBLX PT Raised to $160 at BMO Capital RBLX delivered a very strong 4Q25 with Bookings 6.5% above Street forecasts. Initial 2026E guidance was also impressive with Bookings/Adj EBITDA 5%/13% above consensus at the midpoint. Notably 45% of RBLX's 144M DAUs are age-verified indicating that users skew younger than their reported ages. Additionally management underscored the investments RBLX has made in AI including developing over [---] models on the RBLX platform helping to allay fears of AI-driven headwinds. https://twitter.com/i/web/status/2019775291674218843"
X Link 2026-02-06T14:08Z 111.2K followers, [----] engagements

"$HIMS bulls kept whining about BofA rating them Underperform and kept throwing tantrums"
X Link 2026-02-06T23:55Z 111.2K followers, 10.6K engagements

"Yesterdays downgrade of $AMZN was hilarious after an excellent Q from AWS for comparison the same analyst has not upgraded $GOOGL after three continuous monster prints. Oh Capex and worry AWS is losing mojo Remember $AMZN always plays the long game"
X Link 2026-02-07T14:21Z 111.2K followers, 27.1K engagements

"This kind of BS is what panics everyone today. Just because you build doesnt mean anything. Remember Quora Wow. Claude Opus [---] is going to disrupt software 🤯 🤯 Reddit is a company worth $28.93B So I cloned it in [--] minutes using CC Opus [---] on @shipper_now. It takes [--] min longer to enable back-end and auth and expand subreddits. Should I keep building my own Reddit https://t.co/sLdnSq9irP Wow. Claude Opus [---] is going to disrupt software 🤯 🤯 Reddit is a company worth $28.93B So I cloned it in [--] minutes using CC Opus [---] on @shipper_now. It takes [--] min longer to enable back-end and auth"
X Link 2026-02-07T18:45Z 111.2K followers, 22.4K engagements

"@ProblemSniper Classic example is Google+ and Orkut from the King Google itself"
X Link 2026-02-07T19:29Z 111.1K followers, [---] engagements

"@QualityInvest5 Smart doesnt mean they get everything right. Chamath and Gerstner have said META and Google are done not that long ago"
X Link 2026-02-07T22:13Z 111.1K followers, [----] engagements

"@sundarpichai @Benioff @altcap The Google Network effect. Brad was so delusional"
X Link 2026-02-08T00:52Z 111.1K followers, [----] engagements

"Now that Q4 earnings are out What is your favorite Mega Cap long idea for [----] among the four AMZN GOOGL MSFT META AMZN GOOGL MSFT META"
X Link 2026-02-08T02:06Z 111.2K followers, 21.1K engagements

"@pradeeepk That would be insane if AWS does it. There were so many positives on the call especially T3/T4"
X Link 2026-02-08T02:47Z 111.1K followers, [----] engagements

"This is what Gemini is generating for the three big techs $AMZN $GOOGL $META $META EPS is crazy"
X Link 2026-02-08T19:04Z 111.2K followers, 17K engagements

"Added more today. LFG"
X Link 2026-02-08T20:14Z 111.2K followers, [----] engagements

"@nkblitz No I did not include MSFT. I can add and post"
X Link 2026-02-08T20:17Z 111.2K followers, [---] engagements

"@EquityBrian We are going to vibe code you lol"
X Link 2026-02-08T21:23Z 111.2K followers, [---] engagements

"Meh Halftime"
X Link 2026-02-09T01:33Z 111.2K followers, 10.2K engagements

"Gemini ad is more understandable to common man 😊👍"
X Link 2026-02-09T01:55Z 111.2K followers, 11.8K engagements

"Seahawks vibe coding Patriots"
X Link 2026-02-09T03:04Z 111.2K followers, [----] engagements

"$ORCL DA Davidson Upgrades to Buy We believe that a revamped OpenAI will return to its position as Googles top challenger and with a fresh stack of capital be able to live up to its obligations this year including to Oracle. We believe this will remove the biggest concern from ORCL and are upgrading shares to BUY from Neutral while maintain our $180 PT. https://twitter.com/i/web/status/2020824369287889339 https://twitter.com/i/web/status/2020824369287889339"
X Link 2026-02-09T11:37Z 111.2K followers, [----] engagements

"$HOOD Wolfe Research Upgrades to Outperform PT $125"
X Link 2026-02-09T11:42Z 111.2K followers, [----] engagements

"$SHOP Citizens: Moving Faster than Rivals PT $200 We expect Shopify to deliver beat-and-raise 4Q25 results as GMV could accelerate again given Shopifys share gains healthy return on advertising for its merchant base positive FX and a stable consumer spending environment"
X Link 2026-02-09T11:45Z 111.2K followers, [----] engagements

"Novo Nordisk sues Hims & Hers over compounded semaglutide products"
X Link 2026-02-09T12:13Z 111.2K followers, 10.5K engagements

"Jefferies Top Picks to Buy on the Pullback Mega Cap MSFT META AMZN Large Cap: ORCL SNOW INTU TEAM NOW SHOP SMid Cap: PCOR U TWLO GLBE Overweight hyperscalers and infrastructure software Equalweight cybersecurity Underweight application software"
X Link 2026-02-09T12:38Z 111.2K followers, 39.2K engagements

"#Databricks numbers dont lie 🔥 I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short I now constantly get questions about the SAAS meltdown role of AI system of records etc. I don't have an answer to all these. But I do know that we saw an acceleration in our business in Q2 Q3 and now finished the year with accelerating Q4. The question is why Short"
X Link 2026-02-09T18:22Z 111.2K followers, 31K engagements

"$DDOG Q4 EPS $0.59 Est [----] Revenue $953M Est $915M Guidance Q1 EPS $0.49-0.51 Est $0.52 Revenue $951-961M Est $930M FY26 EPS $2.08-2.16 $2.27 Revenue $4.06-4.10B Est $4.06B"
X Link 2026-02-10T12:51Z 111.2K followers, [----] engagements

"$U upgraded: Oppenheimer $38 PT"
X Link 2026-02-10T13:36Z 111.2K followers, [----] engagements

"$CRDO Needham CRDO announced preliminary revenue for F3Q26 and updated its revenue guidance for F4Q26/FY27. F3Q26 revenue is now expected to be $406MM at the midpoint well above prior expectations of $340MM. Additionally CRDO now expects revenue will grow at a MSD % Q/Q in F4Q26 and into FY27 leading to more than 200% Y/Y growth in FY26. Following the release we adjust our FY27 and FY28 revenue model to $1.92BN and $2.30BN respectively up from $1.60BN and $1.90BN. We reaffirm CRDO as our Top Pick for [----] and view this announcement positively given management's continued execution with its"
X Link 2026-02-10T14:14Z 111.2K followers, [----] engagements

"$U guidance meh Q1 [----] revenue $480-490M Est $491.8M"
X Link 2026-02-11T12:06Z 111.2K followers, 13K engagements

"@R5ive8 Just buy meta"
X Link 2026-02-11T20:06Z 111.2K followers, [---] engagements

"@mcuban Focus on squats Mark"
X Link 2026-02-13T14:00Z 111.2K followers, [----] engagements

"$TWTR US mDAU were 38mn for Q1 compared to 33mn in the same period of the previous year and compared to 37mn in the previous Q. International mDAU were 162mn for Q1 compared to 133mn in the same period of the previous year and compared to 155mn in the previous Q"
X Link 2021-04-29T20:12Z 111.2K followers, [--] engagements

"$CVNA anyone believes the short report"
X Link 2026-01-28T18:28Z 111.2K followers, 13K engagements

"@CitronResearch Old enough for all your crap bullish calls including Luckin coffee Dont pat yourself for a bad tape bro"
X Link 2026-02-14T05:31Z 111.2K followers, [----] engagements

"Feels like Tilak is playing a test match"
X Link 2026-02-15T14:23Z 111.2K followers, [----] engagements

"$RBRK had its best checks in +5 years with a competitor's issues mainly idiosyncratic. Expecting +10% sales / 2% ARR upside though stock will likely trade on FY27 initial guide primarily where our math implies $1.8B ARR and low-20s sales growth - Piper"
X Link 2026-02-10T04:38Z 111.2K followers, 33K engagements

"$APP Q4 EPS $3.24 Est $2.96 Revenue $1.66B Est $1.61B GUIDANCE: Q1 [----] revenue $1.745-1.775B $1.7B Est"
X Link 2026-02-11T21:10Z 111.2K followers, 11K engagements

"$APP PT Raised to $775 at Scotiabank Given the 40% drawdown from December highs the market is severely mispricing the durability of AppLovins moat - this isnt a business model at risk of vibe-coding"
X Link 2026-02-12T13:15Z 111.2K followers, 17.7K engagements

"Picked some $APP"
X Link 2026-02-13T14:54Z 111.2K followers, [----] engagements

"@hhhypergrowth The only point market cares is the revenue beat and raise which was surprisingly good"
X Link 2026-02-14T15:07Z 111.2K followers, [----] engagements

"My feed is PLTR PLTR PLTR jeez"
X Link 2026-02-15T02:30Z 111.2K followers, [----] engagements

"Ind vs Pak T20 World Cup Anyone else watching"
X Link 2026-02-15T13:53Z 111.2K followers, [----] engagements

"Scotiabank on $APP ER"
X Link 2026-02-16T01:28Z 111.2K followers, 25.1K engagements

"$AMZN to $250 next"
X Link 2025-10-20T18:14Z 111.2K followers, 215.4K engagements

"Top [--] chip stocks to buy for [----] - BofA Nvidia Broadcom Lam Research KLA Analog Devices and Cadence Design Systems"
X Link 2025-12-16T13:28Z 111.2K followers, 18.5K engagements

"Wells Fargo: High-Conviction Long Ideas for Q1 [----] $ALGM $AR $BRZE $CASY $CHDN $CMI $DIS $FIS $KO $MRK $OMC $ROKU $SHO $SYF"
X Link 2026-01-12T03:22Z 111.2K followers, 12.2K engagements

"$MNDY Guggenheim Reiterates Buy PT $250 We believe will report revenue growth of 25% in 4Q25 (vs. consensus/guidance at +23%) and 27% for full-year FY25 followed by 23% revenue growth in FY26 achievable with deceleration in New ARR growth by our math. However we believe FY26 guidance will likely start below consensus of $1.491B (+21.5% vs. FY25 consensus). For instance if management were to solve for similar upside to initial guidance as in FY24 (FY25 upside will be lower due to weakness in paid search) and bake in conservatism for GTM uncertainty then guidance could start at 17-19% growth in"
X Link 2026-01-16T12:53Z 111.2K followers, [----] engagements

"$MNDY PT Lowered to $220 at KeyBanc upcoming quarter and guidance carry a little more weight than usual. The fourth quarter results and initial full-year guidance cycle are always more important but this Company in particular finds itself in a tough spot and the chatter on the near-term outlook has risen and risen in recent weeks. We are hoping this guidance game can be a reset of sorts and we can get back to analyzing fundamental merits but for now a point of growth here or there is material. http://monday.com http://monday.com"
X Link 2026-01-22T15:40Z 111.2K followers, [----] engagements

"Anyone likes $COF"
X Link 2026-01-23T19:40Z 111.2K followers, 10.4K engagements

"$BRZE at 2x revenue 😮"
X Link 2026-01-30T20:45Z 111.2K followers, 12.1K engagements

"$DDOG We are Bullish on Datadog as a Top Pick in Software PT $225 - DA Davidson @gilluria - We continue to view Datadog as a high growth company with a long runway and clear AI winner"
X Link 2026-02-02T15:09Z 111.2K followers, 10.9K engagements

"Google Cloud Liberty Global strike five-year AI partnership https://www.reuters.com/business/media-telecom/google-cloud-liberty-global-strike-five-year-ai-partnership-2026-02-03/ https://www.reuters.com/business/media-telecom/google-cloud-liberty-global-strike-five-year-ai-partnership-2026-02-03/"
X Link 2026-02-03T01:05Z 111.2K followers, [----] engagements

"$EA $TTWO beat"
X Link 2026-02-03T21:08Z 111.2K followers, [----] engagements

""Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users." - CEO Sundar Pichai"
X Link 2026-02-04T21:20Z 111.2K followers, [----] engagements

"$OKLO in the 60s we need another 50% cut for market to bottom guys"
X Link 2026-02-05T17:39Z 111.2K followers, [----] engagements

"$RBLX $RDDT killed it"
X Link 2026-02-05T21:13Z 111.2K followers, [----] engagements

"What you guys think $HUBS"
X Link 2026-02-06T05:10Z 111.2K followers, 14.2K engagements

"$AMZN Mizuho - Catching Up in AI Cloud: 4Q and Callback Takes PT $315 We feel better as AWS is catching up in AI cloud with a better-than-expected acceleration to 24% FXN y/y growth or $2.6B Q/Q dollar growth above peers (Exhibit [--] Cloud Industry Model) with a strong backlog gain and plans for capacity expansion. The investment levels are massive and the AWS acceleration while solid still seems slow relative to the investment levels. We see broadening demand increasing inference and more capacity coming online - especially T3 and then T4; we see capacity for further acceleration and improving"
X Link 2026-02-07T21:39Z 111.2K followers, 18.6K engagements

"$APP Jefferies We believe the -39% YTD decline in APP's stock is a great buying opportunity for a 50%+ top-line growth story (JEF est. FY26) trading at 15x our FY27 EBITDA. Recent fears (e.g. CloudX Meta Audience Network Google Genie) appear to be overblown risks creating a dislocation in APP's stock ahead what we will expect will be a significant rev beat in Q4. Our surveys and expert checks on both the gaming and e-comm businesses continued to be positive. Buy $860 PT. https://twitter.com/i/web/status/2020824995233243354 https://twitter.com/i/web/status/2020824995233243354"
X Link 2026-02-09T11:39Z 111.2K followers, 31.2K engagements

"$MNDY GUIDES Q1 revenue $338M - $340M 20% YoY growth FY2026 revenue $1.452B-$1.462B 18-19% YoY growth Estimates $1.48B"
X Link 2026-02-09T12:11Z 111.2K followers, 19.4K engagements

"$AMZN We now expect AWS growth to exit [----] growing 30.5% - Citizens PT $315 After digesting 4Q25 earnings results we are increasing our AWS estimates as we underappreciated the ramp in gigawatts over the next two years We now expect AWS growth to exit [----] growing 30.5% with this momentum leading to 28% growth in [----] https://twitter.com/i/web/status/2021232232799842789 https://twitter.com/i/web/status/2021232232799842789"
X Link 2026-02-10T14:38Z 111.2K followers, 16.7K engagements

"$GOOGL WIZ ALPHABET'S GOOGLE SECURES UNCONDITIONAL EU ANTITRUST APPROVAL FOR $32 BILLION ACQUISITION OF WIZ ALPHABET'S GOOGLE SECURES UNCONDITIONAL EU ANTITRUST APPROVAL FOR $32 BILLION ACQUISITION OF WIZ"
X Link 2026-02-10T15:30Z 111.2K followers, 16.6K engagements

"$DDOG Future Remains Bright - ROSENBLATT PT $185 Datadog reported yet another solid quarter with Q4 revenue growth of 29% 3.8% above our 24.5% forecast (following similar beat in Q3) 3.7% above consensus and beating guidance at mid-point by 4.3%. With strong operating margins of 24.1% revenue growth was again majorly driven by the increasing demand of cloud migration and digital transformation supported by growth in customer usage (total customers count grew by [---] during Q4 to 32.7k). Datadog continues to benefit from the growing contribution of its AI-native customers and expects to grow"
X Link 2026-02-10T17:45Z 111.2K followers, [----] engagements

"$META Reiterated at Market Outperform Citizens: Engagement Still Up PT $900 Instagram engagement momentum continues. Global time spent growth has grown 18% Y/Y or faster for the last six months with January up 19.2% Y/Y while U.S. time spent growth has grown at least 16% Y/Y for the last six months with January growing 16.5% Y/Y. Importantly this compares to global and U.S. MAU growth of +6% Y/Y and +2% Y/Y respectively suggesting Instagram is increasing usage for existing members by double-digits"
X Link 2026-02-10T17:51Z 111.2K followers, 15.9K engagements

"$META Bill Ackman new position $META - new long position by PERSHING SQUARE / Bill Ackman disclosed on page [--] - will most likely be in his next 13F https://t.co/duCm12Kpbg $META - new long position by PERSHING SQUARE / Bill Ackman disclosed on page [--] - will most likely be in his next 13F https://t.co/duCm12Kpbg"
X Link 2026-02-11T15:54Z 111.2K followers, 22.3K engagements

"$FSLY up 60% lol"
X Link 2026-02-12T14:31Z 111.2K followers, [----] engagements

"Picked some $RDDT"
X Link 2026-02-12T16:47Z 111.2K followers, 10.6K engagements

"@Aureliusltd28 No I am here and AMZN will go to $300 :)"
X Link 2026-02-14T04:42Z 111.2K followers, [----] engagements

"@jitesh_parikh @QualityInvest5 I am not talking about SNOW or cybersecurity stocks"
X Link 2026-02-14T16:57Z 111.2K followers, [---] engagements

"@futureman1977 @QualityInvest5 https://x.com/wisemancap/status/2022717552636629393 @anitapatel316 @jitesh_parikh @QualityInvest5 I am talking about application software where the max fear is https://x.com/wisemancap/status/2022717552636629393 @anitapatel316 @jitesh_parikh @QualityInvest5 I am talking about application software where the max fear is"
X Link 2026-02-14T17:33Z 111.2K followers, [---] engagements

"Morgan Stanley says buy these [--] AI-hit software stocks on discount $MSFT $INTU $NOW $TEAM $SNOW $NET $SHOP $PANW Generative AI represents a significant long-term opportunity estimating it could add $400 billion to the broader Enterprise Software TAM by [----] Bottom line: the question is not whether Software will ultimately monetise in this innovation cycle but rather who will participate. https://twitter.com/i/web/status/2021208037424529737 https://twitter.com/i/web/status/2021208037424529737"
X Link 2026-02-10T13:02Z 111.2K followers, 30K engagements

"Time for a poll during peak fear. Which one will be vibe coded away in a year CRM NOW/WDAY NONE TEAM/HUBS CRM NOW/WDAY NONE TEAM/HUBS"
X Link 2026-02-12T01:51Z 111.2K followers, 13.3K engagements

"@QualityInvest5 I think NOW WDAY TEAM will survive"
X Link 2026-02-14T14:58Z 111.2K followers, [----] engagements

"Which one is your favorite from here after this YTD drawdown $APP $RDDT"
X Link 2026-02-14T20:17Z 111.2K followers, 22.5K engagements

"Burry posting his Substack link for every reply is a new All Time Low 😂"
X Link 2026-02-15T05:30Z 111.2K followers, 15.1K engagements

"$RDDT Selloff overdone- Truist"
X Link 2026-02-16T14:28Z 111.2K followers, [----] engagements

"$AMZN $GOOGL $300 next $AMZN to $250 next $AMZN to $250 next"
X Link 2025-10-30T21:08Z 111.2K followers, 171.2K engagements

"$AMZN to $250 next"
X Link 2025-10-20T18:14Z 111.2K followers, 215.4K engagements

"@HindenburgRes Okay getting ready to buy the Adani dip"
X Link 2024-08-10T00:11Z 111.2K followers, 633.5K engagements

"My mom passed away this morning. Keep her in your prayers 🙏💔"
X Link 2023-12-18T17:43Z 111.2K followers, 137.7K engagements

"@TheFigen_ You should be able to say just by looking it is an Osprey and not Eagle"
X Link 2025-05-30T23:17Z 111.2K followers, 76.8K engagements

"EV Battery Value Chain"
X Link 2021-02-13T21:13Z 111.2K followers, [----] engagements

"Election Outcome Scenarios: What to Buy and Sell - Wolfe"
X Link 2024-10-21T18:49Z 111.2K followers, 382.7K engagements

"Google has the best returns the past [--] years as of now"
X Link 2025-10-25T14:22Z 111.2K followers, 170.1K engagements

"Rest in Peace Dad. You led a great life. Love you 💔"
X Link 2025-09-19T21:02Z 111.2K followers, 84.1K engagements

"$AAPL CFO Luca Maestri filed Form [---] paperwork with the SEC to sell [-----] shares worth an estimated $16.9 million"
X Link 2022-08-18T20:34Z 111.2K followers, [----] engagements

"Rest in peace big boy. Thank you for all the loving memories. Will miss you a lot #Don 💔 My big boy turned thirteen today #Don https://t.co/y6tu2vi96g My big boy turned thirteen today #Don https://t.co/y6tu2vi96g"
X Link 2023-07-13T16:30Z 111.2K followers, 316.5K engagements

"My big boy turned thirteen today #Don"
X Link 2023-06-29T01:02Z 111.2K followers, 350.5K engagements

"Stock Valuation 1"
X Link 2021-01-17T00:27Z 111.2K followers, [----] engagements

"Anyone else liking $AMD here apart from me"
X Link 2024-12-13T18:08Z 111.2K followers, 179.9K engagements

"Morgan Stanley presents '30 for 2025' list consisting of best LT picks -Alphabet - American Express -Blackstone - Cheniere Energy -Costco Wholesale -Eaton -EliLilly -EsteeLauder -Exxon Mobil - HiltonWorldwide - Intuitive Surgical -JPMorgan Chase -LibertyFormula One -Linde -Lululemon Athletica - MasterCard -Microsoft - Motorola Solutions -MSCI Inc. - NextEra Energy -Nike -Northrop Grumman - Old Dominion FreightLine - Prologis - Raytheon Technologies - Thermo Fisher Scientific - T-Mobile US - UnitedHealth Group - Visa - Yum Brands https://twitter.com/i/web/status/1638168710707027973"
X Link 2023-03-21T13:20Z 111.2K followers, 235K engagements

"Jan - We are closer to bottom Feb - Definitely closer to bottom March - This is it we are close April - Almost there May - fuck it"
X Link 2022-05-06T18:00Z 111.2K followers, [---] engagements

"$TSLA PT Raised to $400 at Global Equities Research on 'Accelerating Demand'"
X Link 2024-07-15T01:39Z 111.2K followers, 127.4K engagements

"$GOOGL Gemini now at 450M active users"
X Link 2025-07-23T20:37Z 111.2K followers, 43.4K engagements

"$TSLA Cathie Wood of ARK tells Yahoo Finance that their base case on Tesla is $3000"
X Link 2021-09-03T19:48Z 111.2K followers, [---] engagements

"Schwab @CharlesSchwab you guys should seriously reconsider bringing back TD Ameritrade app. Unbelievable that you discontinued one of the best app and provided us with a pathetic one"
X Link 2023-12-05T16:14Z 111.2K followers, 118.1K engagements

"U.S. Semiconductors: Is DeepSeek doomsday for AI buildouts We don't think so - Bernstein"
X Link 2025-01-27T14:01Z 111.2K followers, 116.8K engagements

"This $TSLA dump is epic"
X Link 2022-12-27T16:17Z 111.2K followers, 147.2K engagements

"The guys who wanted $UNH for $200 can buy now at $300"
X Link 2025-08-14T20:35Z 111.2K followers, 67K engagements

"$AMZN PT Raised to $300 at Morgan Stanley Bull Case $350 AMZN still top pick'"
X Link 2025-07-10T20:19Z 111.2K followers, 92.1K engagements

"My big boy (Don) turned [--] today and still wants to play 😍"
X Link 2021-06-28T01:42Z 111.2K followers, [---] engagements

"$PTON Dropped From NASDAQ-100 Index"
X Link 2022-01-14T01:49Z 111.2K followers, [---] engagements

"Levels of Pain 🤣"
X Link 2022-01-07T17:36Z 111.2K followers, [---] engagements

"Man I miss the rocket emoji days 🤣"
X Link 2021-03-05T01:51Z 111.2K followers, [---] engagements

"Someone shared this Fear and Greed Index 😂"
X Link 2022-01-24T21:50Z 111.2K followers, [---] engagements

"$NVDA Goldman Reiterates Conviction Buy Following Huang Comments at Conference 1) Accelerated Computing: Mr. Huang highlighted his long-held view that Moore's Law was no longer delivering the rate of innovation it had in the past and as such was driving computation inflation in Data Centers. Further he noted that the densification and acceleration of the $1 trillion data center infrastructure installed base alone would drive growth over the next [--] years as it would deliver material performance improvement and/or cost savings. 2) Customer ROI: Mr. Huang noted that we have hit the end of"
X Link 2024-09-11T17:05Z 111.2K followers, 112.8K engagements

"$GOOGL Core Search Business Valued is 13x 2025E P/E in our SOTP analysis already a big discount to the S&P [---] - Reiterate Buy PT $210 BofA"
X Link 2024-11-24T03:11Z 111.2K followers, 119.6K engagements

"$NFLX CEO Hastings Buys $20 Million in Stock Following Sell-Off"
X Link 2022-01-29T01:40Z 111.2K followers, [---] engagements

"Enroute to India. Nothing like celebrating Diwali back home. Have a great weekend folks"
X Link 2021-10-29T02:30Z 111.2K followers, [---] engagements

"$PLTR announced today it has entered into a six-year strategic partnership with Faurecia one of the worlds leading automotive technology companies to accelerate its digital transformation and ambition to be CO2 neutral"
X Link 2021-03-11T12:02Z 111.2K followers, [---] engagements

"$SHOP $SE $SQ Weren't they supposed to be the next trillion dollar companies"
X Link 2022-05-06T02:27Z 111.2K followers, [---] engagements

"$PLTR Play The Long Game - Jefferies"
X Link 2021-04-04T15:23Z 111.2K followers, [---] engagements

"$NVDA PT Raised to $204 at Truist Securities We expect CY25 will be another constructive year because (1) all relevant industry contacts support the dominance and superiority of NVDA's full technology stack (not just chips.or servers.or even server racks.but especially software and pre-trained models) and (2) we believe NVDA will announce a client-side CPU during [----] opening up an additional $35B TAM. PT to $204 (from $169)"
X Link 2024-12-16T12:28Z 111.2K followers, 95.4K engagements

"All the growth names l like. Don't know the bottom though $SQ $CRWD $SE $MNDY $COIN $GLBE $DLO $PATH $SHOP $BILL $SOFI $DDOG $U $TWLO $TEAM $ZI $AVLR $CRM $ABNB $OKTA $CFLT $S $MELI $AMZN $FB"
X Link 2022-01-04T18:01Z 111.2K followers, [---] engagements

"$SQ Shares Could Rally Nearly 90% From Here Says UBS and Reiterates Top Pick PT $322"
X Link 2021-12-16T12:04Z 111.2K followers, [---] engagements

"$GOOGL Wins $1.2 Billion Multiyear Cloud Deal From Servicenow $NOW - Bloomberg"
X Link 2025-07-24T20:09Z 111.2K followers, 31.3K engagements

"$FB now trading at [--] times PE 🤷♂"
X Link 2022-02-02T22:07Z 111.2K followers, [---] engagements

"All growth stock investors are now long oil. Remember how it ended though"
X Link 2022-03-06T18:20Z 111.2K followers, [---] engagements

"$GOOGL Jefferies sees as best-in-class AI play Gemini processes over [---] trillion tokens a month a 50-fold increase year over year which Jefferies says underscores both performance and cost efficiency. The models integration into search is delivering longer queries and more intelligent results reinforcing Google's leadership in consumer AI. Jefferies argued Googles ecosystem with seven products each serving over [--] billion users gives it a durable edge even as new AI-native search competitors emerge. YouTube in particular remains underappreciated estimating it generates about 30% more revenue"
X Link 2025-06-27T20:40Z 111.2K followers, 58.6K engagements

"$NVDA Needham - We believe this will be the first $1T semiconductor company. Raise our PT to $400"
X Link 2021-11-18T12:14Z 111.2K followers, [---] engagements

"@elonmusk I think you need to focus on Tesla SpaceX GrokAi X and other stuffs you are passionate about. Politics is NOT for you"
X Link 2025-06-30T20:08Z 111.2K followers, 48.7K engagements

"$GOOGL convinces OpenAI to use TPU chips in win against $NVDA - The Information - OpenAI reportedly hoping Googles TPUs can help lower its costs"
X Link 2025-06-27T20:14Z 111.2K followers, 84.9K engagements

"$NFLX after seeing the reaction if a growth stocks misses guidance this Q It will go to zero"
X Link 2022-01-20T21:31Z 111.2K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing