@augustxbear Avatar @augustxbear august bear

august bear posts on X about stockmarket, bear, $wday, 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 stocks 73% finance 63% technology brands 47% automotive brands 10% cryptocurrencies 8% countries 4% social networks 3%

Social topic influence stockmarket 26%, bear #260, $wday 8%, ai 7%, $crm 7%, $gme 6%, $tsla 6%, $adbe 6%, $nflx 5%, $unh 5%

Top accounts mentioned or mentioned by @rihardjarc @jbulltard1 @mrderivatives @krossroads @thexcapitalist @acce @glassesman88 @morgenhatton @k24378814 @spike1567 @tradertwo @stockmarketnerd @fahimeln @nioglobal @basedstatistic @yellowcatcap @chrisstura @marnixbelgium @luxalgo @elerianm

Top assets mentioned Workday Inc (WDAY) Salesforce Inc (CRM) GameStop, Corp. (GME) Tesla, Inc. (TSLA) Adobe, Inc. (ADBE) Netflix Inc (NFLX) UnitedHealth Group (UNH) PayPal Holdings Inc (PYPL) Pinterest, Inc. (PINS) Apple, Inc. (AAPL) IBM (IBM) Palo Alto Networks Inc (PANW) NVIDIA Corp. (NVDA) Rivian Automotive, Inc. (RIVN) Amazon.com, Inc. (AMZN) Metadium (META) Alibaba Group (BABA) Uber Technologies, Inc. (UBER) Snap, Inc. (SNAP) Robinhood Markets, Inc. (HOOD) Alphabet Inc Class A (GOOGL) SoFi Technologies, Inc. Common Stock (SOFI) RAI Finance (SOFI) Meta Platforms, Inc. (META) Intel Corporation (INTC) Advanced Micro Devices (AMD) Berkshire Hathaway Inc. (BRK.A) Mobileye Global Inc. (MBLY) Taiwan Semiconductor (TSM) BlackCoin (BLK) GlobalFoundries (GFS) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD)

Top Social Posts

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

"Uber Technologies $UBER FY25 Q4 earnings recap 🟒 Revenue: $14.37B vs $14.31B (expected)βœ… EPS: $0.71 vs $0.78 (expected)❌ #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/05/earnings-uber-technologies-fy25-q5/ https://www.augustxbear.com/2026/02/05/earnings-uber-technologies-fy25-q5/"
X Link 2026-02-05T17:15Z [--] followers, [--] engagements

"@RihardJarc Is there a company that will mention another company's products or performance on their own earnings call Trainium was purpose built for Amazon it should perform better within their ecosystem"
X Link 2026-02-07T12:55Z [--] followers, [--] engagements

"@jbulltard1 They need to figure out how to improve monetization. Pinterest is unique but the team hasnt developed the right tools to leverage the visual search advantage they have. Lee Brown may be able to help with ideas but they also need help with execution"
X Link 2026-02-12T23:12Z [--] followers, [---] engagements

"@jbulltard1 @Glassesman88 Netflix isn't buying 'expertise' or trying to figure out how to film stuff cheaper. Theyre building their library and owning the IP. That could mean using AI to create an alternate season [--] of GoT"
X Link 2026-02-13T12:38Z [--] followers, [--] engagements

"Is the PayPal era over It revolutionized how we pay but revolution is a young persons game and the pioneer of digital payments is suddenly looking like a relic. #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/03/desk-notes-the-beginning-of-the-end-for-paypal/ https://www.augustxbear.com/2026/02/03/desk-notes-the-beginning-of-the-end-for-paypal/"
X Link 2026-02-06T02:30Z [--] followers, [--] engagements

"Rivian Automotive $RIVN FY25 Q4 earnings recap πŸ”΅ Revenue: $1.29B vs $1.26B (expected)βœ… EPS: -$0.54 vs -$0.81 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/13/earnings-rivian-automotive-fy25-q4/ https://www.augustxbear.com/2026/02/13/earnings-rivian-automotive-fy25-q4/"
X Link 2026-02-13T15:00Z [--] followers, [--] engagements

"PayPal Holdings $PYPL FY25 Q4 earnings recap πŸ”΄ Revenue: $8.68B vs $8.78B (expected)❌ EPS: $1.23 vs $1.29 (expected)❌ #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/04/earnings-paypal-holdings-fy25-q4/ https://www.augustxbear.com/2026/02/04/earnings-paypal-holdings-fy25-q4/"
X Link 2026-02-05T03:45Z [--] followers, [---] engagements

"Snap Inc $SNAP FY25 Q4 earnings recap 🟑 Revenue: $1.72B vs $1.7B (expected)βœ… EPS: $0.03 vs -$0.03 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/05/earnings-snap-inc-fy25-q4/ https://www.augustxbear.com/2026/02/05/earnings-snap-inc-fy25-q4/"
X Link 2026-02-05T15:00Z [--] followers, [---] engagements

"Inc $AMZN FY25 Q4 earnings recap 🟒 Revenue: $213.39B vs $211.36B (expected)βœ… EPS: $1.95 vs $1.97 (expected)❌ #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/06/earnings-amazon-com-inc-fy25-q4/ http://Amazon.com https://www.augustxbear.com/2026/02/06/earnings-amazon-com-inc-fy25-q4/ http://Amazon.com"
X Link 2026-02-06T12:49Z [--] followers, [--] engagements

"Workday $WDAY CEO Carl Eschenbach stepping down signals that internally things are broken. Eschenbach shared the responsibilities with new CEO and co-founder Aneel Bhusri back in [----] then taking over in [----]. Now pivoting back to Bhusri who has served multiple times"
X Link 2026-02-09T15:56Z [--] followers, [---] engagements

"Robinhood Markets $HOOD FY25 Q4 earnings recap πŸ”΅ Revenue: $1.28B vs $1.33B (expected)❌ EPS: $0.66 vs $0.63 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/11/earnings-robinhood-fy25-q4/ https://www.augustxbear.com/2026/02/11/earnings-robinhood-fy25-q4/"
X Link 2026-02-12T00:45Z [--] followers, [--] engagements

"Pinterest $PINS FY25 Q4 earnings recap 🟑 Revenue: $1.32B vs $1.33B (expected)❌ EPS: $0.67 vs $0.67 (expected)βž– #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/12/earnings-pinterest-fy25-q4/ https://www.augustxbear.com/2026/02/12/earnings-pinterest-fy25-q4/"
X Link 2026-02-13T02:15Z [--] followers, [---] engagements

"Warner Bros Discovery $WBD puts are looking interesting. There should be a solid floor here with Netflix $NFLX and Paramount Skydance $PSKY both bidding. The recent progress and legal developments around Seedance also show the importance and value of existing IP"
X Link 2026-02-16T16:11Z [--] followers, [---] engagements

"@Mr_Derivatives AI should be able to complete the A Song of Ice and Fire series for GRRM. It has access to his prior work and he can simply put in his ideas"
X Link 2026-02-16T16:19Z [--] followers, [--] engagements

"Looking at the week of Jul [--] - Aug [--] πŸ‘€ $BIDU $GME $GOOG $WDAY https://augustxbear.com/2025/07/27/the-week-ahead-week-of-7-28-8-1 https://augustxbear.com/2025/07/27/the-week-ahead-week-of-7-28-8-1"
X Link 2025-07-28T11:51Z [--] followers, [---] engagements

"@MorgenHatton This is pure fantasy as are the stories you tell every week about $GME. That isn't to say it has no future or making a hard pivot but what you laid out here is not based on facts"
X Link 2025-07-28T11:58Z [--] followers, [--] engagements

"@k24378814 @Kross_Roads Sequential margin contraction continuing decline in FCF same with payment transactions low single digit user growth etc. The 7-9% drop seems excessive likely fueled by investor frustration over yet another quarter without seeing validation of an inflection point"
X Link 2025-07-29T13:54Z [--] followers, [--] engagements

"PayPal Holdings $PYPL FY25 Q2 earnings recap πŸ”΅ Revenue: $8.29B vs $8.08B (expected) βœ… EPS: $1.40 vs $1.30 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/29/earnings-paypal-holdings-fy25-q2 https://augustxbear.com/2025/07/29/earnings-paypal-holdings-fy25-q2"
X Link 2025-07-29T19:08Z [--] followers, [--] engagements

"@Spike_1567 @trader_two @StockMarketNerd If this was the last of the unprofitable contracts and they have been eliminating them margins should be ticking up. Yes volume would be declining as would revenue but not margins. And the focus on margins alone is concerning. That data is valuable"
X Link 2025-07-30T01:01Z [--] followers, [--] engagements

"SoFi Technologies $SOFI FY25 Q2 earnings recap 🟒 Revenue: $854.9M vs $804.2M (expected) βœ… EPS: $0.08 vs $0.06 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/30/earnings-sofi-technologies-fy25-q2/ https://augustxbear.com/2025/07/30/earnings-sofi-technologies-fy25-q2/"
X Link 2025-07-30T13:31Z [--] followers, [---] engagements

"Meta Platforms $META FY25 Q2 earnings recap 🟒 Revenue: $47.52B vs $44.81B (expected) βœ… EPS: $7.14 vs $5.88 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/31/earnings-meta-platforms-fy25-q2 https://augustxbear.com/2025/07/31/earnings-meta-platforms-fy25-q2"
X Link 2025-07-31T14:54Z [--] followers, [--] engagements

"Apple Inc $AAPL FY25 Q3 earnings recap πŸ”΅ Revenue: $94.04B vs $89.37B (expected) βœ… EPS: $1.57 vs $1.43 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/01/earnings-apple-inc-fy25-q3/ https://augustxbear.com/2025/08/01/earnings-apple-inc-fy25-q3/"
X Link 2025-08-01T17:50Z [--] followers, [--] engagements

"Looking at the week of Aug [--] - Aug [--] πŸ‘€ $AAPL $GME $INTC $TSLA #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/03/the-week-ahead-week-of-8-4-8-8 https://augustxbear.com/2025/08/03/the-week-ahead-week-of-8-4-8-8"
X Link 2025-08-03T22:06Z [--] followers, [---] engagements

"Advanced Micro Devices $AMD FY25 Q2 earnings recap πŸ”΅ Revenue: $7.69B vs $7.41B (expected) βœ… EPS: $0.48 vs $0.48 (expected) βž– #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/08/06/earnings-advanced-micro-devices-fy25-q2 https://www.augustxbear.com/2025/08/06/earnings-advanced-micro-devices-fy25-q2"
X Link 2025-08-07T11:46Z [--] followers, [--] engagements

"Uber Technologies $UBER FY25 Q2 earnings recap πŸ”΅ Revenue: $12.65B vs $12.47B (expected) βœ… EPS: $0.63 vs $0.63 (expected) βž– #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/08/07/earnings-uber-technologies-fy25-q2 https://www.augustxbear.com/2025/08/07/earnings-uber-technologies-fy25-q2"
X Link 2025-08-07T18:12Z [--] followers, [--] engagements

"@FahimEln @NIOGlobal While it is great news that there is demand there it should be very concerning that an auto manufacturer with 10+ years of experience and whose path to profitability is volume can't ramp to meet that demand. They should have been planning for this moment"
X Link 2025-08-08T13:14Z [--] followers, [--] engagements

"Looking at the week of Aug [--] - Aug [--] πŸ‘€ $BABA $CRM $TSLA $UNH #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/08/10/the-week-ahead-week-of-8-11-8-15 https://www.augustxbear.com/2025/08/10/the-week-ahead-week-of-8-11-8-15"
X Link 2025-08-10T21:05Z [--] followers, [---] engagements

"@BasedStatistic @YellowCatCap Makes sense it sounds like you may not be their target audience. Much like Salesforce isn't the best solution for every company but it can be vital and beneficial to organizations of certain size maturity etc"
X Link 2025-08-11T18:50Z [--] followers, [---] engagements

"Rough few weeks for SaaS names $CRM and $WDAY. They are data hogs and on the front lines of the AI revolution - offering quick wins on their investments. What is the bear case everyone is buying into Adding to position until a solid case is made"
X Link 2025-08-12T13:55Z [--] followers, [---] engagements

"Wait.the US government may take a stake in Intel $INTC China is either laughing right now or about to sue Trump for stealing their socialist market economy idea"
X Link 2025-08-14T20:04Z [--] followers, [--] engagements

"Warren Buffett and Berkshire Hathaway $BRK opened a $1.5 billion position in UnitedHealth Group $UNH according to 13F released today. This should provide confidence to investors as he does his homework and risk adverse. He does have losers too"
X Link 2025-08-14T20:40Z [--] followers, [---] engagements

"Everyone jumping into $UNH should understand that the 13F are positions as of June. This is before earnings. All of these portfolios including Berkshire Hathaway and Warren Buffett may have exited or using this retail fueled pop as an exit"
X Link 2025-08-15T13:50Z [--] followers, [---] engagements

"Looking at the week of Aug [--] - Aug [--] πŸ‘€ $ADBE $CRM $IBM $TSLA #investing #investments #stockmarket https://www.augustxbear.com/2025/08/17/the-week-ahead-week-of-8-18-8-22/ https://www.augustxbear.com/2025/08/17/the-week-ahead-week-of-8-18-8-22/"
X Link 2025-08-17T21:02Z [--] followers, [--] engagements

"Baidu Inc $BIDU FY25 Q2 earnings recap 🟑 Revenue: $4.57B vs $4.6B (expected) ❌ EPS: $1.90 vs $1.32 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/21/earnings-baidu-fy25-q2/ https://augustxbear.com/2025/08/21/earnings-baidu-fy25-q2/"
X Link 2025-08-22T01:44Z [--] followers, [--] engagements

"Workday Inc $WDAY FY26 Q2 earnings recap πŸ”΅ Revenue: $2.35B vs $2.34B (expected) βœ… EPS: $2.21 vs $2.12 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/22/earnings-workday-fy26-q2/ https://augustxbear.com/2025/08/22/earnings-workday-fy26-q2/"
X Link 2025-08-22T11:24Z [--] followers, [--] engagements

"Looking at the week of Aug [--] - Aug [--] πŸ‘€ $ADBE $CRM $PANW $TSLA #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/24/the-week-ahead-week-of-8-25-8-29/ https://augustxbear.com/2025/08/24/the-week-ahead-week-of-8-25-8-29/"
X Link 2025-08-25T02:32Z [--] followers, [---] engagements

"Looking at the week of Sep [--] - Sep [--] πŸ‘€ $ADBE $IBM $UNH $WDAY #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/31/the-week-ahead-week-of-9-1-9-5/ https://augustxbear.com/2025/08/31/the-week-ahead-week-of-9-1-9-5/"
X Link 2025-09-01T02:46Z [--] followers, [---] engagements

"NVIDIA $NVDA FY26 Q2 earnings recap 🟒 Revenue: $46.74B vs $46.14B (expected) βœ… EPS: $1.04 vs $0.98 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/29/earnings-nvidia-fy26-q2/ https://augustxbear.com/2025/08/29/earnings-nvidia-fy26-q2/"
X Link 2025-09-01T16:46Z [--] followers, [--] engagements

"Alibaba Group $BABA FY26 Q1 earnings recap πŸ”΅ Revenue: $34.57B vs $34.26B (expected) βœ… EPS: $2.06 vs $2.13 (expected) ❌ #investing #stockmarket #financialFreedom https://augustxbear.com/2025/09/01/earnings-alibaba-group-fy26-q1/ https://augustxbear.com/2025/09/01/earnings-alibaba-group-fy26-q1/"
X Link 2025-09-01T16:52Z [--] followers, [--] engagements

"@chris_stura Firefly was around but yes this is encouraging for a company known to just lose money"
X Link 2025-09-02T11:48Z [--] followers, [--] engagements

"@Marnix_Belgium Do you need a +1 πŸ˜…"
X Link 2025-09-02T11:55Z [--] followers, [--] engagements

"Salesforce Inc $CRM FY26 Q2 earnings recap πŸ”΅ Revenue: $10.24B vs $10.14B (expected) βœ… EPS: $2.91 vs $2.78 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/03/earnings-salesforce-fy26-q2 https://www.augustxbear.com/2025/09/03/earnings-salesforce-fy26-q2"
X Link 2025-09-04T12:10Z [--] followers, [--] engagements

"Looking at the week of Sep [--] - Sep [--] πŸ‘€ $CRM $GME $NVDA $TSLA #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/07/the-week-ahead-week-of-9-8-9-12 https://www.augustxbear.com/2025/09/07/the-week-ahead-week-of-9-8-9-12"
X Link 2025-09-07T22:15Z [--] followers, [--] engagements

"@LuxAlgo It was mentioned during the earnings call in August. They also mentioned that none were shipped even though they had the licenses"
X Link 2025-09-08T23:36Z [--] followers, [---] engagements

"@elerianm Tariffs do not add value therefore inefficient. There may not be any immediate negative effects but they are detrimental for the American economy and people"
X Link 2025-09-12T13:59Z [--] followers, [--] engagements

"@Mr_Derivatives He should have sold but got greedy typical bagholder"
X Link 2025-09-12T14:00Z [--] followers, [--] engagements

"@R_and_Invest @Wiseman_Cap Adobe has adopted a multi-model strategy this means Google's products like Nano Banana are a part of that"
X Link 2025-09-12T14:38Z [--] followers, [--] engagements

"Looking at the week of Sep [--] - Sep [--] πŸ‘€ $ADBE $GME $PANW $WDAY #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/14/the-week-ahead-week-of-9-15-9-19/ https://www.augustxbear.com/2025/09/14/the-week-ahead-week-of-9-15-9-19/"
X Link 2025-09-15T01:46Z [--] followers, [---] engagements

"@NIOSwitzerland Interesting analysis but they are still burning a ton of money. The NIO line needs to pump its numbers as ONVO and Firefly margins are 10%-15% those are target margins not even real"
X Link 2025-09-17T00:14Z [--] followers, [--] engagements

"Looking at the week of Sep [--] - Sep [--] πŸ‘€ $IBM $MBLY $PANW $WDAY #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/21/the-week-ahead-week-of-9-22-9-26 https://www.augustxbear.com/2025/09/21/the-week-ahead-week-of-9-22-9-26"
X Link 2025-09-22T00:49Z [--] followers, [---] engagements

"Micron Technlogy $MU FY25 Q4 earnings recap 🟒 Revenue: $11.3B vs $11.15B (expected) βœ… EPS: $3.03 vs $2.84 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/25/earnings-micron-fy25-q4/ https://www.augustxbear.com/2025/09/25/earnings-micron-fy25-q4/"
X Link 2025-09-25T22:37Z [--] followers, [--] engagements

"Rivian Automotive $RIVN FY24 Q4 earnings recap 🟑 check out the blog for additional commentary #investing #stockmarket #finance #stockresearch"
X Link 2025-02-21T19:30Z [--] followers, [--] engagements

"Looking at the week of Feb [--] - Feb [--] tracking macroeconomic events and stocks . . . #investing #investments #stockmarket $adbe $nvda $schw $tsm"
X Link 2025-02-23T21:53Z [--] followers, [--] engagements

"If you're in $UNH pay attention to $ELV Elevance Health who reports tomorrow before market opens. Rising medical costs seems to be pervasive which is not great but it does imply its not just an operational issue for UnitedHealth Group"
X Link 2025-07-16T18:17Z [--] followers, [---] engagements

"Netflix Inc $NFLX FY25 Q2 earnings recap πŸ”΅ Revenue: $11.08B vs $11.05B (expected) βœ… EPS: $7.19 vs $7.06 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/18/earnings-netflix-fy25-q2 https://augustxbear.com/2025/07/18/earnings-netflix-fy25-q2"
X Link 2025-07-18T17:24Z [--] followers, [---] engagements

"Amazon Inc $AMZN FY25 Q2 earnings recap πŸ”΅ Revenue: $167.7B vs $161.87B (expected) βœ… EPS: $1.68 vs $1.30 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/01/earnings-amazon-com-inc-fy25-q2 https://augustxbear.com/2025/08/01/earnings-amazon-com-inc-fy25-q2"
X Link 2025-08-01T12:05Z [--] followers, [--] engagements

"Robinhood Markets $HOOD FY25 Q2 earnings recap πŸ”΅ Revenue: $989M vs $914.1M (expected) βœ… EPS: $0.42 vs $0.34 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/04/earnings-robinhood-fy25-q2 https://augustxbear.com/2025/08/04/earnings-robinhood-fy25-q2"
X Link 2025-08-05T02:42Z [--] followers, [--] engagements

"Snap Inc $SNAP FY25 Q2 earnings recap πŸ”΄ Revenue: $1.35B vs $1.35B (expected) βž– EPS: -$0.16 vs -$0.05 (expected) ❌ #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/08/06/earnings-snap-inc-fy25-q2 https://www.augustxbear.com/2025/08/06/earnings-snap-inc-fy25-q2"
X Link 2025-08-07T12:23Z [--] followers, [--] engagements

"Rivian Automotive $RIVN FY25 Q2 earnings recap 🟑 Revenue: $1.3B vs $1.28BM (expected) βœ… EPS: -$0.97 vs -$0.79 (expected) ❌ #investing #stockmarket #financialFreedom https://augustxbear.com/2025/08/06/earnings-rivian-automotive-fy25-q2 https://augustxbear.com/2025/08/06/earnings-rivian-automotive-fy25-q2"
X Link 2025-08-08T11:32Z [--] followers, [--] engagements

"Adobe Inc $ADBE FY25 Q3 earnings recap πŸ”΅ Revenue: $5.99B vs $5.91B (expected) βœ… EPS: $5.31 vs $5.18 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/12/earnings-adobe-inc-fy25-q3 https://www.augustxbear.com/2025/09/12/earnings-adobe-inc-fy25-q3"
X Link 2025-09-12T14:04Z [--] followers, [--] engagements

"@Aditya___D @KobeissiLetter There is no way to offload the holdings without negatively impacting the price of BTC which then would reduce the value of the said holdings. Its factored in"
X Link 2025-12-01T21:45Z [--] followers, [---] engagements

"PayPal $PYPL filing in [----] to become a bank is so PayPal. A bit late. Its been around for over [--] years it dominated the scene and it could have made the move a decade ago but sat around doing nothing besides watching its dominance fade. Innovation is dead there"
X Link 2025-12-16T16:40Z [--] followers, [--] engagements

"@thexcapitalist You need to factor in the software side to it CUDA unlocks performance optimizations even if they are using non NVIDIA GPUs or in a mixed environment. Naturally it works best with NVIDIA"
X Link 2025-12-23T14:35Z [--] followers, [--] engagements

"Pinterest $PINS since November"
X Link 2026-01-02T17:09Z [--] followers, [--] engagements

"Looking at the week of Jan [--] - Jan [--] πŸ‘€ $BABA $COST $META $PINS #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/11/the-week-ahead-week-of-1-12-1-16/ https://www.augustxbear.com/2026/01/11/the-week-ahead-week-of-1-12-1-16/"
X Link 2026-01-12T01:21Z [--] followers, [---] engagements

"@MomAngtrades @SaraEisen The takeaway here is that the DOJ has been weaponized and intimidation tactics have been utilized. They will expand beyond Powell to get what they want. This is a message to bring those efforts to light and let potential victims they are not alone"
X Link 2026-01-12T15:39Z [--] followers, [--] engagements

"November PPI 3.0% vs 2.7% expected. This likely means there will not be a rate cut in the upcoming Fed meeting"
X Link 2026-01-14T13:45Z [--] followers, [--] engagements

"@acce @PayPal @Google @sundarpichai All of this is great but more needs to be done to turn PayPal into a growth machine again. The foundation and resources are in place. This shouldnt be a heavy lift; the missing piece is vision"
X Link 2026-01-14T13:49Z [--] followers, [--] engagements

"@Han_Akamatsu $NFLX still building out the moat and have a culture that emphasizes execution. It is always hard to trust China names like $JD. They are tradable but not really for investments"
X Link 2026-01-16T16:55Z [--] followers, [---] engagements

"@thexcapitalist The reason is walled gardens are ok for advertisers as they get results. UID2 is noble and the right thing to do but that means little in business. The growth numbers especially with guidance need to return to the twenties considering Kokai is close to fully adopted"
X Link 2026-01-16T21:07Z [--] followers, [---] engagements

"BlackRock $BLK FY25 Q4 earnings recap πŸ”΅ Revenue: $7.01B vs $6.75B (expected) βœ… EPS: $13.16 vs $12.39 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/17/earnings-blackrock-fy25-q4/ https://www.augustxbear.com/2026/01/17/earnings-blackrock-fy25-q4/"
X Link 2026-01-19T02:00Z [--] followers, [--] engagements

"Taiwan Semiconductor Manufacturing Corp $TSM FY25 Q4 earnings recap 🟒 Revenue: $33.73B vs $33.27B (expected) βœ… EPS: $3.14 vs $2.79 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/16/earnings-taiwan-semiconductor-manufacturing-corp-fy25-q4/ https://www.augustxbear.com/2026/01/16/earnings-taiwan-semiconductor-manufacturing-corp-fy25-q4/"
X Link 2026-01-19T03:00Z [--] followers, [--] engagements

"Goldman Sachs $GS FY25 Q4 earnings recap πŸ”΅ Revenue: $13.45B vs $14.12B (expected) ❌ EPS: $14.01 vs $11.66 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/17/earnings-goldman-sachs-fy25-q4/ https://www.augustxbear.com/2026/01/17/earnings-goldman-sachs-fy25-q4/"
X Link 2026-01-19T04:00Z [--] followers, [--] engagements

"Looking at the week of Jan [--] - Jan [--] πŸ‘€ $AMZN $BLK $NFLX $PINS #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/19/the-week-ahead-week-of-1-19-1-23/ https://www.augustxbear.com/2026/01/19/the-week-ahead-week-of-1-19-1-23/"
X Link 2026-01-20T01:00Z [--] followers, [--] engagements

"Netflix $NFLX FY25 Q4 earnings recap πŸ”΅ Revenue: $12.05B vs $11.97B (expected) βœ… EPS: $0.56 vs $0.55 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/23/earnings-netflix-fy25-q4/ https://www.augustxbear.com/2026/01/23/earnings-netflix-fy25-q4/"
X Link 2026-01-25T16:33Z [--] followers, [--] engagements

"Microsoft Corporation $MSFT FY26 Q2 earnings recap πŸ”΅ Revenue: $81.27B vs $80.25B (expected) βœ… EPS: $4.14 vs $3.86 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/29/earnings-microsoft-fy26-q2/ https://www.augustxbear.com/2026/01/29/earnings-microsoft-fy26-q2/"
X Link 2026-01-29T20:00Z [--] followers, [--] engagements

"Mobileye Global $MBLY FY25 Q2 earnings recap πŸ”΅ Revenue: $506M vs $488.8M (expected) βœ… EPS: $0.13 vs $0.09 (expected) βœ… #investing #stockmarket #financialFreedom https://augustxbear.com/2025/07/24/earnings-mobileye-global-inc-fy25-q2 https://augustxbear.com/2025/07/24/earnings-mobileye-global-inc-fy25-q2"
X Link 2025-07-24T20:04Z [--] followers, [--] engagements

"Apple Inc $AAPL FY26 Q1 earnings recap 🟒 Revenue: $143.76B vs $138.1B (expected)βœ… EPS: $2.84 vs $2.66 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/30/earnings-apple-inc-fy26-q1/ https://www.augustxbear.com/2026/01/30/earnings-apple-inc-fy26-q1/"
X Link 2026-01-30T13:45Z [--] followers, [--] engagements

"Quickie on GlobalFoundries $GFS #investing #StockMarket #FinancialFreedom https://augustxbear.com/2025/06/04/equity-quickie-globalfoundries-inc https://augustxbear.com/2025/06/04/equity-quickie-globalfoundries-inc"
X Link 2025-06-04T22:26Z [--] followers, [--] engagements

"GlobalFoundries Inc $GFS FY25 Q2 earnings recap 🟑 Revenue: $1.69B vs $1.68B (expected) βœ… EPS: $0.42 vs $0.35 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/08/07/earnings-globalfoundries-fy25-q2 https://www.augustxbear.com/2025/08/07/earnings-globalfoundries-fy25-q2"
X Link 2025-08-08T01:17Z [--] followers, [--] engagements

"GameStop Corp $GME FY25 Q2 earnings recap πŸ”΅ Revenue: $972.2M vs $823.2M (expected) βœ… EPS: $0.25 vs $0.16 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2025/09/10/earnings-gamestop-corp-fy25-q2 https://www.augustxbear.com/2025/09/10/earnings-gamestop-corp-fy25-q2"
X Link 2025-09-10T16:04Z [--] followers, [--] engagements

"Meta Platforms $META FY25 Q4 earnings recap 🟒 Revenue: $59.89B vs $58.46B (expected) βœ… EPS: $8.88 vs $8.21 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/28/earnings-meta-platforms-fy25-q4 https://www.augustxbear.com/2026/01/28/earnings-meta-platforms-fy25-q4"
X Link 2026-01-29T12:00Z [--] followers, [--] engagements

"Tesla $TSLA FY25 Q4 earnings recap 🟑 Revenue: $24.9B vs $24.9B (expected) βž– EPS: $0.50 vs $0.40 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/29/earnings-tesla-fy25-q4/ https://www.augustxbear.com/2026/01/29/earnings-tesla-fy25-q4/"
X Link 2026-01-29T12:30Z [--] followers, [--] engagements

"The SaaS selloff is a massive overreaction. The "AI will make software obsolete" narrative misses the mark. Incumbents are already embedding AI into existing workflows. This hybrid model is the winner for the next few years. $CRM $PANW $WDAY"
X Link 2026-01-29T14:43Z [--] followers, [---] engagements

"@StockSavvyShay Not entirely convinced as average price per ad growth rate is slowing despite massive spend in AI. The growth in ad impressions is a positive sign. It will be interesting to see how the new models from the Meta Superintelligence Lab perform"
X Link 2026-01-29T15:07Z [--] followers, [--] engagements

"IBM Corporation $IBM FY25 Q4 earnings recap 🟒 Revenue: $19.69B vs $19.21B (expected) βœ… EPS: $4.52 vs $4.31 (expected) βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/29/earnings-ibm-fy25-q4/ https://www.augustxbear.com/2026/01/29/earnings-ibm-fy25-q4/"
X Link 2026-01-29T19:30Z [--] followers, [--] engagements

"@danielnewmanUV It barely passes the market cap threshold and GAAP earnings is not overly impressive at $0.60 for next year with a higher PE ratio. Its chances are slim but it could get there in the coming months"
X Link 2026-01-30T22:24Z [--] followers, [---] engagements

"@aakashgupta AI built solutions are only as good as the data used to train. Enterprise platforms like Salesforce ServiceNow SAP Workday etc have visibility into thousands of companies across almost every industry so can build more useful & complete solutions using their AI infused tools"
X Link 2026-02-01T03:54Z [--] followers, [--] engagements

"@Kross_Roads @acce Not sure whose idea it was to tap Enrique Lores as the next CEO. His performance at HP doesn't inspire confidence its like pivoting back to a Schulman. They need a visionary someone who looks beyond transactions & willing to take big risks so PayPal can separate from the pack"
X Link 2026-02-03T12:43Z [--] followers, [---] engagements

"@RihardJarc You would think that spike in CapEx would be a positive for someone like $NVDA"
X Link 2026-02-06T00:04Z [--] followers, [---] engagements

"@MLDDad_ @zoomyzoomm @epictrades1 Many SaaS solutions are shifting over to consumption-based and outcome-based pricing including Salesforce"
X Link 2026-02-07T13:11Z [--] followers, [--] engagements

"Solid earnings print from Apple $AAPL. Despite rising memory costs and supply constraints margins remain impressive. With the turnaround in China and rapid growth in India the current 1% AH move feels like a disconnect. Strong opportunity to build the position here"
X Link 2026-01-29T23:54Z [--] followers, [--] engagements

"Main is🧡 #FinancialFreedom #StockMarket"
X Link 2025-02-12T13:09Z [--] followers, [---] engagements

"SoFi Technologies $SOFI FY25 Q4 earnings recap 🟒 Revenue: $1.01B vs $982.2M (expected)βœ… EPS: $0.13 vs $0.12 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/01/30/earnings-sofi-technologies-fy25-q4/ https://www.augustxbear.com/2026/01/30/earnings-sofi-technologies-fy25-q4/"
X Link 2026-01-30T21:15Z [--] followers, [---] engagements

"The market thinks AI is killing SaaS. Its actually exposing which SaaS was just an interface and which SaaS owns the data AI needs to work. Not all SaaS is equal in the AI era. #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/01/desk-notes-the-great-saas-misunderstanding/ https://www.augustxbear.com/2026/02/01/desk-notes-the-great-saas-misunderstanding/"
X Link 2026-02-01T16:45Z [--] followers, [--] engagements

"PayPal $PYPL is a train wreck. A double miss on earnings plus a CEO swap that inspires zero confidence. Alex Chriss was supposed to be the disruptor in a crowded space but he delivered more of the same. And Enrique Lores HP has seen its valuation drop 50% in the past years"
X Link 2026-02-03T12:38Z [--] followers, [---] engagements

"Advanced Micro Devices $AMD FY25 Q4 earnings recap πŸ”΅ Revenue: $10.27B vs $9.67B (expected)βœ… EPS: $1.53 vs $1.24 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/04/earnings-advanced-micro-devices-fy25-q4/ https://www.augustxbear.com/2026/02/04/earnings-advanced-micro-devices-fy25-q4/"
X Link 2026-02-05T02:15Z [--] followers, [--] engagements

"Alphabet Inc $GOOG FY25 Q4 earnings recap 🟒 Revenue: $113.83B vs $104.77B (expected)βœ… EPS: $2.82 vs $2.62 (expected)βœ… #investing #stockmarket #financialFreedom https://www.augustxbear.com/2026/02/04/earnings-alphabet-fy25-q4/ https://www.augustxbear.com/2026/02/04/earnings-alphabet-fy25-q4/"
X Link 2026-02-05T12:00Z [--] followers, [--] engagements

"Wall Street knows AI can't replace enterprise software. LLMs lack the security depth and legal liability large corps require. This selloff is just pros watching a media-fueled fire so they can get a better entry. They aren't that ill-informed they're paid well to know"
X Link 2026-02-05T18:39Z [--] followers, [--] engagements

"The premiums on $SLV are juicy"
X Link 2026-02-05T20:56Z [--] followers, [---] engagements

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