@ZenobleResearch Avatar @ZenobleResearch Zenoble

Zenoble posts on X about ai, $now, servicenow, $fig the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 48.08% finance 28.85% technology brands 18.27% cryptocurrencies 8.65% exchanges 4.81% celebrities 1.92% fashion brands 0.96% countries 0.96% financial services 0.96%

Social topic influence ai 15.38%, $now #64, servicenow #82, $fig #39, level 5.77%, in the 5.77%, $btc 4.81%, company 4.81%, the most 3.85%, business 3.85%

Top accounts mentioned or mentioned by @placigyunv6567 @kobeissiletter @qualityinvest5 @areyoudumbbr0 @markkondoskal @lotto0dte @citrini7 @samsolid57 @valleyinvesting @macrocoreview @billackman @elonmusk @jason @ghadjia @jaredsleeper @bespokeinvest @wallstreetbets @obsidiancap1 @ryandetrick @3kcomeback

Top assets mentioned Now Coin (NOW) ServiceNow Inc (NOW) Figma, Inc. (FIG) Bitcoin (BTC) Coinbase Global Inc. (COIN) Mario Coin (COIN) Shake Shack Inc. (SHAK) PayPal Holdings Inc (PYPL) SPDR GOLD ETF (GLD) Ethereum (ETH) BITMINE IMMERSION TECH (BMNR) Chime Financial, Inc (CHYM) Robinhood Markets, Inc. (HOOD) Adobe, Inc. (ADBE) Galaxy Digital Inc. (GLXY) Strategy (MSTR) Helium IOT (IOT) Rubrik, Inc. (RBRK) Cloudflare, Inc. (NET) NVIDIA Corp. (NVDA) Lululemon Athletica Inc (LULU)

Top Social Posts

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

"ServiceNow $NOW Truly a fascinating valuation compression. For years the equity traded at 60x Non-GAAP P/E. Based on FY27 EPS its now trading at 34x GAAP P/E. Even the most bearish arguments that suggest software doesnt deserve a premium valuation are now priced in"
X Link 2026-02-13T14:11Z [----] followers, [---] engagements

"@KobeissiLetter Trump calling in favors to force the Feds hand"
X Link 2025-08-01T12:51Z [----] followers, [----] engagements

"@KobeissiLetter Lisa Cook:"
X Link 2025-08-26T03:44Z [----] followers, [----] engagements

"I am pleased to announce I have just purchased an equity stake in $GLXY Deal terms as follows: .0000001% ownership at $36.50 (200 shares) I cant wait to hit the ground running and am excited to participate in this journey with fellow equity stakeholders"
X Link 2025-10-27T22:19Z [----] followers, [----] engagements

"@KobeissiLetter Cant have a recession if theres no data"
X Link 2025-11-03T19:28Z [----] followers, 12.5K engagements

"Tom Lees $ETH target when he launched his treasury co $BMNR last summer was $15K by Jan [--] [----]. As we approach the target date the current price is $2800. Got it wrong by -80%. He charges $3K/yr for his research"
X Link 2026-01-29T18:33Z [----] followers, 33.6K engagements

"The time is $NOW ServiceNow has fallen below its 200-week moving average. How did the stock perform the last [--] times it broke below this key technical level 2016: +60% off lows [--] yr later 2022: +80% off lows [--] yr later"
X Link 2026-01-29T22:32Z [----] followers, [----] engagements

"They expect one of us in the wreckage brother This past Friday: $BMNR the #1 $ETH treasury was -6% $MSTR the #1 $BTC treasury was +5%"
X Link 2026-02-01T19:02Z [----] followers, [---] engagements

"ServiceNow $NOW Analyzed the data to determine fair value at $185/sh by end of [----] representing 60% upside. Obviously an unpopular time given the uncertainty surrounding SaaS though viewing this as an AI enterprise investment opportunity. https://tinyurl.com/zb7nvhrc https://tinyurl.com/zb7nvhrc"
X Link 2026-02-01T22:03Z [----] followers, [---] engagements

"$NOW $FIG $IOT $RBRK Sir your software portfolio is down again"
X Link 2026-02-02T20:34Z [----] followers, [---] engagements

"I do think so given theyre already cash flow positive. Chime Financial $CHYM which also went public last year announced a small repurchase in Q4 and shares rallied +30% since. Good for management to signal shares are undervalued by buying back shares. And it would only use 25% of their cash I think they should keep majority to grow and invest in the business. https://twitter.com/i/web/status/2018440598903275633 https://twitter.com/i/web/status/2018440598903275633"
X Link 2026-02-02T21:45Z [----] followers, [---] engagements

"@lotto0dte True cant rule anything out. Would be a bigger antitrust issue with MSFT though than it was with ADBE. Also a diff administration now so who knows"
X Link 2026-02-03T02:27Z [----] followers, [---] engagements

"@placigyunv6567 Those wide spreads are def frustrating. Jan [----] $130C & $140C Would love to add on further weakness. TBD on expiration since theres so much time"
X Link 2026-02-07T01:36Z [----] followers, [--] engagements

"@Jason Finishing up a research report on Procore & of course the Super Bowl"
X Link 2026-02-07T19:56Z [----] followers, [---] engagements

"@GHadjia Or one AI security breach"
X Link 2026-02-08T16:23Z [----] followers, [---] engagements

"This is a big reason why platforms like Figma will grow in importance. Design + UX are critical functions businesses simply cant afford to overlook in the Age of AI. Companies spend millions on ads labor insurance etc. Why try to save $100K/yr to shortcut design $FIG $8m for superbowl ad $70m for domain name $500 vibe coded site Cloudflare basic hosting. Priceless. https://t.co/VrIuiD5JVz $8m for superbowl ad $70m for domain name $500 vibe coded site Cloudflare basic hosting. Priceless. https://t.co/VrIuiD5JVz"
X Link 2026-02-09T05:09Z [----] followers, [---] engagements

"@JaredSleeper Salesforce could be saving $7.5B per year if they reduce workforce by 50K (est $150K per employee). $8.00 EPS improvement. At 20x P/E = $160/sh of value creation"
X Link 2026-02-10T13:10Z [----] followers, [----] engagements

"Nvidia $NVDA This is actually really insane. Do you think LLMs are having an impact on market pricing or investor behavior"
X Link 2026-02-11T06:36Z [----] followers, [---] engagements

"X has a big problem: Today is a perfect example. Its trending that $COIN CEO Brian Armstrong dumped $550M of stock last year. Sounds alarming right It was only 5% of his holdings. If you built a company for over a decade and it hit all-time highs youd probably take some chips off the table too. So why is it trending Because $COIN reports earnings today after market close and the creator payout model rewards you for engagement not accuracy. So everyone piles onto the same narrative because it drives views. Not because its meaningful. This is the real problem with consuming financial data on X:"
X Link 2026-02-12T15:53Z [----] followers, [----] engagements

"@bespokeinvest Agreed. $800B for OpenAI means Anthropic should be $1T+. At this rate could get there by 2027"
X Link 2026-02-12T17:42Z [----] followers, [--] engagements

"@Citrini7 AI going to discover that GPUs are suboptimal"
X Link 2026-02-12T17:54Z [----] followers, [---] engagements

"@wallstreetbets Zenoble is building a trusted investment research platform for the masses"
X Link 2026-02-12T18:44Z [----] followers, [---] engagements

"@obsidiancap1 This what Ive been saying. No one is going to Lululemon or eating at Chipotle at 50% unemployment"
X Link 2026-02-13T00:55Z [----] followers, [---] engagements

"@samsolid57 Still too many analysts and strategists optimistic were going to bounce insane crypto price targets etc. [----] sentiment was very washed out and bearish near the lows. Bear market rallies. This time its consistent sharp selloffs with many remaining optimistic"
X Link 2026-02-13T05:19Z [----] followers, [--] engagements

"@RyanDetrick Claude give me the craziest mf market analogy and statistic you can come up with"
X Link 2026-02-13T05:22Z [----] followers, [--] engagements

"@3KComeback Since Robinhood reported earnings and showed poor crypto results Coinbase declined -25%. A small bounce on terrible earnings is simply acknowledging the selloff might be overdone. Meaning Coinbase wouldnt have declined -25% on this release maybe just -20%"
X Link 2026-02-13T05:26Z [----] followers, [---] engagements

"@sigmazerocap Pretty wild. I suspect its primarily only active traders getting hit. Wealthy clients are all in passive funds enjoying the market at all time highs"
X Link 2026-02-13T05:28Z [----] followers, [--] engagements

"Coinbase $COIN The signs were there. In the past [--] hours the news on $COIN: - Coinbase is down users cant buy / sell - Coinbase CEO is dumping his stock - FT writer goes viral on $BTC to $0 call X has a big problem: Today is a perfect example. Its trending that $COIN CEO Brian Armstrong dumped $550M of stock last year. Sounds alarming right It was only 5% of his holdings. If you built a company for over a decade and it hit all-time highs youd probably take X has a big problem: Today is a perfect example. Its trending that $COIN CEO Brian Armstrong dumped $550M of stock last year. Sounds"
X Link 2026-02-13T17:42Z [----] followers, [---] engagements

"@TheFlowHorse BA said on the earnings call in the next few months"
X Link 2026-02-14T20:20Z [----] followers, [---] engagements

"Figma $FIG Worth noting the company has $1.6B in cash on their balance sheet. Would not be surprised to see them announce a $500M share repurchase plan when they report earnings later this month"
X Link 2026-02-02T17:35Z [----] followers, [----] engagements

"❗ Attention ServiceNow shareholders: Its not that were not right Were just not right $NOW"
X Link 2026-02-06T17:05Z [----] followers, [----] engagements

"Figma $FIG 🎯🎯🎯 +25% bounce off the $10B level This market is providing excellent opportunities amid AI volatility. When does $FIG bottom Hard to see it falling below $10B (20% downside from here). Two reasons why investors will step in: [--]. $10B = Series E price (2021): A psychological floor that matters. [--]. Lock-up expirations: Institutions & VCs who passed on selling at $50 last year https://t.co/meyjZBNJ2b When does $FIG bottom Hard to see it falling below $10B (20% downside from here). Two reasons why investors will step in: [--]. $10B = Series E price (2021): A psychological floor that"
X Link 2026-02-10T17:43Z [----] followers, [---] engagements

"When does $FIG bottom Hard to see it falling below $10B (20% downside from here). Two reasons why investors will step in: [--]. $10B = Series E price (2021): A psychological floor that matters. [--]. Lock-up expirations: Institutions & VCs who passed on selling at $50 last year by signing an extended lock up agreement wont panic sell at the bottom. Is there a better r / r in software right now https://twitter.com/i/web/status/2018647316107006087 https://twitter.com/i/web/status/2018647316107006087"
X Link 2026-02-03T11:26Z [----] followers, [----] engagements

"ServiceNow $NOW Shares are 40% below 200D MA marking the most oversold level against the average in its history. View: SaaS vs AI debate will continue throughout [----]. Expect at minimum shares bounce back over the next several months to $125-130 (50D MA)"
X Link 2026-02-15T20:17Z [----] followers, [---] engagements

"@Barchart This is the punishment for investors buying a company at 10-20x P/E thats aggressively returning capital to shareholders"
X Link 2026-02-16T04:27Z [----] followers, [---] engagements

"@TedPillows Have to think investors begin putting pressure on the treasury cos to get creative. Forward Industries is even down more than 50% from the PIPE"
X Link 2025-12-12T13:21Z [----] followers, [---] engagements

"$CHYM One of the few assets up +50% since Oct Besides silver of course. $CHYM is extremely undervalued. ➡ -35% from its IPO price of $27/share ➡ -61% from its peak of $45/share After dismal performance since going public Chime has now been falling in sympathy alongside banks and fintech stocks. https://t.co/h6ySCN8uIo $CHYM is extremely undervalued. ➡ -35% from its IPO price of $27/share ➡ -61% from its peak of $45/share After dismal performance since going public Chime has now been falling in sympathy alongside banks and fintech stocks. https://t.co/h6ySCN8uIo"
X Link 2026-01-05T09:35Z [----] followers, [---] engagements

"@BrunoMars When are you releasing it Asking for Polymar a friend. Asking for a friend"
X Link 2026-01-05T21:23Z [----] followers, [---] engagements

"$SHAK Can't make this stuff up: On Dec [--] we see a headline about analysts throwing in the towel. Since then Shake Shack is +15% and up [--] consecutive days. Oh and an analyst at Deutsche Bank upgraded to 'Buy' this morning"
X Link 2026-01-06T16:38Z [----] followers, [---] engagements

"Vector Portfolio off to a strong start +1.15% portfolio vs +0.9% $spy (1/6 inception)"
X Link 2026-01-09T23:23Z [----] followers, [---] engagements

"Top performers this wk: $open $shak $uber Bottom performers: $now $grab $coin"
X Link 2026-01-09T23:24Z [----] followers, [---] engagements

"@ElleBeyoud @RegulatoryJason @SenLummis @StevenTDennis Better to get it right than rush it"
X Link 2026-01-15T00:02Z [----] followers, [---] engagements

"$ADBE $FIG Adobe wanted to buy Figma for $20B back in [----] before the deal fell through. Today Figma closed trading at $16B. Adobe should just begin buying up shares on the open market if they still want exposure"
X Link 2026-01-15T04:45Z [----] followers, [----] engagements

"If there was ever a way to illustrate how a hyped IPO gets dumped on retail its this: Figma $FIG An oversubscribed IPO listed at $33 opened trading at $100 & surged up to $143 on day [--]. Anyone who bought the IPO or in the public market is now underwater. -79% from peak"
X Link 2026-01-16T19:42Z [----] followers, [----] engagements

"Software Price-to-Sales Comparison: $SNOW: 12.3X (25% rev. growth) $NOW: 8.7X (19% rev. growth) $ADBE: 4.9X (10% rev. growth) $CRM: 4.8X (11% rev. growth) $WDAY: 4.7X (12% rev. growth)"
X Link 2026-01-18T19:36Z [----] followers, [----] engagements

"Will capital finally rotate out of technology There are many businesses with a P/E below [--] like $PYPL $TGT $DIS that are waiting to catch a bid. The slightest bit of turbulence to the AI trade could ignite a rotation"
X Link 2026-01-19T23:28Z [----] followers, [---] engagements

"Figma $FIG Now a 15% discount to its IPO pice. Trading at 8.4x Forward P/S. Software equities growing at 25% annually are rarely ever priced this cheap. Opportunity"
X Link 2026-01-20T17:37Z [----] followers, [----] engagements

"@0xanon10 @Badie912 Fact sheet doesnt say but 0.99% expense ratio is robbery imo"
X Link 2026-01-22T05:24Z [----] followers, [--] engagements

"Turns out $FIG isnt going out of business Figma $FIG Now a 15% discount to its IPO pice. Trading at 8.4x Forward P/S. Software equities growing at 25% annually are rarely ever priced this cheap. Opportunity. https://t.co/NDt8eoUaV9 Figma $FIG Now a 15% discount to its IPO pice. Trading at 8.4x Forward P/S. Software equities growing at 25% annually are rarely ever priced this cheap. Opportunity. https://t.co/NDt8eoUaV9"
X Link 2026-01-22T17:33Z [----] followers, [----] engagements

"$GILD +16% since Jan 5th lows Perhaps it's the next best thing to $GLD Looks coiled for a generational run too"
X Link 2026-01-23T22:19Z [----] followers, [---] engagements

"The case for ServiceNow $NOW Efficient growth is the key story as they are outpacing peers with the most important metric in SaaS: Rule of [--] (YoY Rev Growth % + FCF Margin %) 🧵"
X Link 2026-01-25T18:03Z [----] followers, [----] engagements

"5. Stock-Based Comp Undoubtedly high though on a forward-looking basis theres opportunity for $NOW to improve net margins. AI efficiency within its own org should flatten headcount & help reduce SBC gradually"
X Link 2026-01-25T18:03Z [----] followers, [---] engagements

"6. Base case [----] price target: $185 Valuation framework and bull/bear case shared here: https://open.substack.com/pub/zenoble/p/servicenow-death-to-saas-long-liver=59nt5x&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/zenoble/p/servicenow-death-to-saas-long-liver=59nt5x&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-25T18:03Z [----] followers, [---] engagements

"Can someone ask Duolingo $DUOL how to say blow off top in Chinese BREAKING: Gold and silver erase -$1.7 trillion of market cap in [--] minutes in one of the largest reversals in history. https://t.co/lILBYanZE6 BREAKING: Gold and silver erase -$1.7 trillion of market cap in [--] minutes in one of the largest reversals in history. https://t.co/lILBYanZE6"
X Link 2026-01-26T22:07Z [----] followers, [---] engagements

"Software $IGV While software looks attractive here a couple observations: [--]. Everyone is looking at the sector and has an opinion on it. Usually doesnt mark bottoms. [--]. Market price can overcorrect to the downside and upside. Momentum is real. See $SLV (parabolic move) and consider banks in [----]. When there are existential threats whether justified or not things can always get worse until sentiment gets washed out. [--]. More important than ever to understand the moat and competitive position of the businesses in the sector. Some will thrive and some may never reach their previous highs. Do the"
X Link 2026-01-27T17:20Z [----] followers, [---] engagements

"@Citrini7 Next level alpha"
X Link 2026-01-27T21:43Z [----] followers, [---] engagements

"ServiceNow $NOW Reports earnings tomorrow. If earnings miss consensus expectation is for a -99% decline"
X Link 2026-01-27T22:30Z [----] followers, [---] engagements

"Gold futures are 14% away from $6000/oz Interestingly this rally began back in Nov [----]. The same month ChatGPT launched. This historic surge in $GLD might not be as a result of geopolitic tensions but rather fear of AI. What do you think is going on"
X Link 2026-01-28T05:30Z [----] followers, [---] engagements

"@valleyinvesting Dont understand all the Adobe hype besides its cheap valuation (cheap for a reason)"
X Link 2026-01-28T12:58Z [----] followers, [--] engagements

"@el_p0m0d0r0 Wild. And central bank buying"
X Link 2026-01-28T15:02Z [----] followers, [--] engagements

"@valleyinvesting Certainly near a floor but personally cant see more than a 30% - 40% rebound. Already near peak margin"
X Link 2026-01-28T18:55Z [----] followers, [--] engagements

"@Stocktwits I smell a PE buyout"
X Link 2026-01-28T20:07Z [----] followers, [---] engagements

"ServiceNow $NOW Q4 [----] Earnings: * Authorized $5B of additional share repurchases with plans for imminent $2B accelerated repurchase * Now Assist (AI revenue) growing faster than expected * Announced partnership with Anthropic to bring Claude Code into its workflows"
X Link 2026-01-28T21:18Z [----] followers, [---] engagements

"@LivingITMoney Stock probably stays muted next two days until they come out of their blackout period. Thats when they can execute the $2B accelerated share repurchase. Better in long run if they buy back $2B at $120 vs $140"
X Link 2026-01-28T21:39Z [----] followers, [--] engagements

"@MambaTradezz Huge quarter. CEO on earnings call: This is a $1T business in the making"
X Link 2026-01-28T22:18Z [----] followers, [--] engagements

"While everyone is locked in on $META and $MSFT earnings this afternoon the best reported quarter came out of $NOW"
X Link 2026-01-28T22:20Z [----] followers, [---] engagements

"$PYPL investors realizing the stock could drop below $50 when the company reports earnings next week"
X Link 2026-01-29T00:37Z [----] followers, [----] engagements

"@AreYouDumbBr0 @MarkKondoskal @QualityInvest5 Also a $5B share repurchase while accelerating $2B buyback asap. Theyre blacked out until Friday and can begin the $2B repurchase then. Assuming we chop the rest of this week then catch a bid on Friday into next week"
X Link 2026-01-29T04:15Z [----] followers, [--] engagements

"@AreYouDumbBr0 @MarkKondoskal @QualityInvest5 What strike"
X Link 2026-01-29T04:26Z [----] followers, [--] engagements

"@AreYouDumbBr0 @MarkKondoskal @QualityInvest5 Going to be close need a bit of support tomorrow / GL"
X Link 2026-01-29T04:37Z [----] followers, [--] engagements

"@Gubloinvestor In todays market you need to invest in data centers silver or gold. Otherwise your stock is headed to $0"
X Link 2026-01-29T04:39Z [----] followers, [---] engagements

"@placigyunv6567 @Investor_NICK_ Imagine if they missed and lowered guide"
X Link 2026-01-29T04:53Z [----] followers, [--] engagements

"Seriously it was one of the better calls Ive listened to in quite some time. AI revenue on track to easily exceed $1B target for [--]. Federal business is one of fastest growing for them. 80% YoY for international. Bill also said he thinks NOW is a $1T business in the making. Table pounder for me here"
X Link 2026-01-29T05:04Z [----] followers, [--] engagements

"@Rajatsoni The question is when will the supply shock hit If [----] you might miss out on another 20x in gold 😂"
X Link 2026-01-29T05:08Z [----] followers, [---] engagements

"Bitcoin watching the precious metal rally $BTC $GLD $SLV"
X Link 2026-01-29T06:19Z [----] followers, [---] engagements

"Every analyst cutting its rating on $NOW"
X Link 2026-01-29T16:03Z [----] followers, [---] engagements

"@chamath One part I disagree with: AI can automate the performance part of an obligation at a fraction of the cost In a world where companies save on employee salary 401k benefits etc. - the savings would result in AI-native / AI enterprise like $NOW earning more rev than before"
X Link 2026-01-29T17:43Z [----] followers, [----] engagements

"@HerlihyBDC Surprised he ruined what was a very good reputation to go down this path. Then again BitMine shareholders just approved a $300M pay package for him. Money talks"
X Link 2026-01-30T01:38Z [----] followers, [---] engagements

"Kevin Warsh this. Kevin Warsh that. He still needs committee votes to enact. Lisa Cook is the ace in the hole. If she loses her job at the Fed all Fed Governors would become fearful they could follow a similar fate if they dont fall in line with Trumps political agenda"
X Link 2026-01-30T04:31Z [----] followers, [--] engagements

"I would add a bull thesis here: Outcome based contracts exceed the current seat based model by [----] as customers realize the significance of the value add from AI enterprise. Bifurcations here: The DUOLs ASANs etc likely continue to face pressure while NOW SNOW etc get stronger. Vertical the way to go. https://twitter.com/i/web/status/2017357472777076939 https://twitter.com/i/web/status/2017357472777076939"
X Link 2026-01-30T22:01Z [----] followers, [----] engagements

"Bitcoin $BTC Currently in the 3rd longest duration below the 200D moving average. Currently -19% below the 200D which stands at $104K. If [----] & [----] are a guide we have 8-10 months to go before breaking above. How long do you think it stays below"
X Link 2026-01-31T00:05Z [----] followers, [---] engagements

"@Macro_Core_View Just completing the shoulder"
X Link 2026-01-31T08:54Z [----] followers, [--] engagements

"@milesdeutscher If the agentic world is anything like corporate America the agentic boss will tell this agent to be a team player and work harder. This complaint will also be revisited during quarterly performance reviews"
X Link 2026-01-31T09:37Z [----] followers, [----] engagements

"@Sodakschutzenf1 @MetabolicUncle @BillAckman @elonmusk My exact suspicion when reading 😂"
X Link 2026-01-31T09:42Z [----] followers, [--] engagements

"@jg_lee8551 @BillAckman @elonmusk Now we know why Elon is trying to get to Mars asap"
X Link 2026-01-31T09:59Z [----] followers, [--] engagements

"Broadcom $AVGO is now worth more than Bitcoin $BTC. What are your thoughts on this"
X Link 2026-01-31T20:35Z [----] followers, [---] engagements

"@nikunj Would be the biggest black swan event of our lifetime"
X Link 2026-01-31T23:33Z [----] followers, [--] engagements

"Bitcoin can be a proxy for how restrictive or loose monetary policy is. Right now its telling us policy is too tight. REAL-TIME INFLATION FALLING OFF A CLIFF https://t.co/kla3O0SSUa REAL-TIME INFLATION FALLING OFF A CLIFF https://t.co/kla3O0SSUa"
X Link 2026-02-01T15:55Z [----] followers, [---] engagements

"@CathieDWood @BlackRock @PIMCO And AI is only exacerbating deflationary pressures"
X Link 2026-02-02T02:29Z [----] followers, [----] engagements

"@Macro_Core_View It looks cooked. Looking for a $45-50K bottom which would align with magnitude of historical troughs"
X Link 2026-02-02T03:14Z [----] followers, [--] engagements

"@KobeissiLetter Still got a way to go for [---] week MA"
X Link 2026-02-02T03:29Z [----] followers, [----] engagements

"@KobeissiLetter The biggest risk to this trade is AI being a massive deflationary force (it is). The same you can inflate away debt. Deflation can result in unrecoverable debt"
X Link 2026-02-02T20:27Z [----] followers, [---] engagements

"@Noahpinion Shake Shack is pretty good"
X Link 2026-02-03T04:54Z [----] followers, [---] engagements

"@QualityInvest5 10x is cheap imo. Back when Salesforce ServiceNow Snowflake etc first went public and showed 30% YoY growth theyd commonly trade at 20x sales"
X Link 2026-02-03T04:58Z [----] followers, [---] engagements

"POV: You turned down a job offer at SpaceX last month to go work for xAI instead To the stars @SpaceX & @xAI are now one company To the stars @SpaceX & @xAI are now one company"
X Link 2026-02-03T05:54Z [----] followers, [---] engagements

"@vivekrajan1380 @DTAPCAP @circle Still a high level of uncertainty surrounding their outlook and stablecoin demand based on how the market structure bill shakes out"
X Link 2026-02-03T05:57Z [----] followers, [---] engagements

"@KobeissiLetter Its okay because new grads will vibe code themselves to prosperity"
X Link 2026-02-03T12:37Z [----] followers, [---] engagements

"@oguzerkan Honestly when presented with the option to one-click checkout via Apple Pay (primary credit card) its tough to see how PayPal finds a niche for itself. Coinbase and Robinhood already dominate crypto. Affirm and Klarna dominate BNPL Apple dominates checkout"
X Link 2026-02-03T13:40Z [----] followers, [--] engagements

"$PYPL you heard it here first. $PYPL investors realizing the stock could drop below $50 when the company reports earnings next week https://t.co/emz2Sj6FnG $PYPL investors realizing the stock could drop below $50 when the company reports earnings next week https://t.co/emz2Sj6FnG"
X Link 2026-02-03T13:42Z [----] followers, [---] engagements

"@AndersBirk1 @AndreasSteno @grok ServiceNow Figma Samsara Procore NFA and thank me later"
X Link 2026-02-03T21:26Z [----] followers, [----] engagements

"Figma $FIG Ticked down to the $10B level today. +10% bounce since. When does $FIG bottom Hard to see it falling below $10B (20% downside from here). Two reasons why investors will step in: [--]. $10B = Series E price (2021): A psychological floor that matters. [--]. Lock-up expirations: Institutions & VCs who passed on selling at $50 last year https://t.co/meyjZBNJ2b When does $FIG bottom Hard to see it falling below $10B (20% downside from here). Two reasons why investors will step in: [--]. $10B = Series E price (2021): A psychological floor that matters. [--]. Lock-up expirations: Institutions & VCs"
X Link 2026-02-04T16:20Z [----] followers, [---] engagements

"@placigyunv6567 😳 did you really"
X Link 2026-02-06T22:57Z [----] followers, [--] engagements

"Solid thats a good range. I went a year further bc management seemed to indicate (this applies to all SaaS / AI enterprise) theyre letting customers try out and gain comfort with outcome based pricing and AI. Maybe a soft Q1-Q2 But some of these names are already so oversold might bounce a bit regardless. https://twitter.com/i/web/status/2019949413486195055 https://twitter.com/i/web/status/2019949413486195055"
X Link 2026-02-07T01:40Z [----] followers, [--] engagements

"@placigyunv6567 100% I wonder if itll be the top companies first or the ones facing the most pressure/headwinds. While probably not good for broader economy lower SBC will help"
X Link 2026-02-07T01:48Z [----] followers, [--] engagements

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