@cole_barcia ππ¨π₯π π¦
ππ¨π₯π π¦ posts on X about $roku, $ttd, $googl, $pubm the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] +86,193%
- [--] Month [------] +20,884%
- [--] Months [------] +189%
- [--] Year [------] +17%
Mentions: [--] #
- [--] Week [--] +450%
- [--] Month [--] +114%
- [--] Months [--] no change
- [--] Year [---] -16%
Followers: [---] #
- [--] Week [---] +2.10%
- [--] Month [---] +1.50%
- [--] Months [---] +4.30%
- [--] Year [---] +33%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 60% finance 31% technology brands 17% countries 7% automotive brands 3% currencies 2% travel destinations 2% cryptocurrencies 2% social networks 1% vc firms 1%
Social topic influence $roku #37, $ttd #78, $googl 9%, $pubm 9%, cash flow #797, investment 6%, $xyz 6%, flow 4%, over the 4%, $tmdx 4%
Top accounts mentioned or mentioned by @grok @rahulsetty @milessuter @logicalthesis @plantmath1 @travishoium @ccmbrett @7innovator @driverlessguy @baiduapollo @investianalyst @lukewolgram @hao6044 @foolsgd @jerrycap @cashapp @merlinscapital @jdonovan42 @nachunja @baiduinc
Top assets mentioned Roku, Inc. (ROKU) Trade Desk, Inc. (TTD) Alphabet Inc Class A (GOOGL) PubMatic, Inc. (PUBM) Block, Inc. (XYZ) TransMedics Group, Inc. Common Stock (TMDX) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Crocs, Inc. (CROX) Cloudflare, Inc. (NET) Bitcoin (BTC) GRAHAM HOLDINGS COMPANY (GHC) Duolingo, Inc. (DUOL) Celsius (CEL) Crowdstrike Holdings Inc (CRWD) SPDR S&P [---] ETF Trust (SPY) PepsiCo, Inc. (PEP) Block, Inc. (SQ) Apple, Inc. (AAPL) RINGCENTRAL, INC. (RNG) Zoom Video Communications Inc (ZM) Grab Holdings Limited Class A Ordinary Shares (GRAB)
Top Social Posts
Top posts by engagements in the last [--] hours
"FY [----] Guide: + Platform Revenue up 18% + OpEx up mid single digits % = Bottom line margin expansion π"
X Link 2026-02-12T21:55Z [---] followers, [--] engagements
"Reinforcing our commitment to growing Free Cash Flow per share π₯Ή"
X Link 2026-02-12T21:58Z [---] followers, [--] engagements
"$TTD Wrapped [----] by Mike OSullivan: Featured Product Releases - OpenSincera - PubDesk - OpenAds Link: https://www.linkedin.com/pulse/taking-stock-after-12-months-mike-o-sullivan-vqeue https://www.linkedin.com/pulse/taking-stock-after-12-months-mike-o-sullivan-vqeue"
X Link 2026-01-30T15:40Z [---] followers, [---] engagements
"So how bad is Duolingo's guidance expected to be The estimated Q4 [----] earnings date is the last week of February. @grok what are the expectations for gross profit operating income operating cash flow and free cash flow in Q4 [----] Please include % changes YoY. $DUOL"
X Link 2026-02-01T19:17Z [---] followers, [---] engagements
"π¨ Operating Leverage by $Roku"
X Link 2026-02-12T21:41Z [---] followers, [----] engagements
"Footprint in Mexico now rivals its scale of households in the US $Roku π£β"
X Link 2026-02-12T22:56Z [---] followers, [---] engagements
"Shareholder Letter: Earnings call (Starting now): https://edge.media-server.com/mmc/p/56jghyij https://image.roku.com/bWFya2V0aW5n/4Q25-Shareholder-Letter.pdf https://edge.media-server.com/mmc/p/56jghyij https://image.roku.com/bWFya2V0aW5n/4Q25-Shareholder-Letter.pdf"
X Link 2026-02-12T22:03Z [---] followers, [--] engagements
"Looking ahead to [----] and beyond we are confident in our ability to sustain double-digit Platform revenue growth while continuing to expand both operating and net income margins. - Anthony Wood Founder $Roku π¨ Operating Leverage by $Roku https://t.co/WcyYxdYCWm π¨ Operating Leverage by $Roku https://t.co/WcyYxdYCWm"
X Link 2026-02-12T21:45Z [---] followers, [---] engagements
"After today Crocs is now trading at a normalized earnings multiple of 6x 7x or 8x - depending on where you underwrite their normal earnings power. π£β $CROX"
X Link 2026-02-12T22:07Z [---] followers, [---] engagements
"The rebundling. Its happening in [----]. πΊ $ROKU"
X Link 2026-02-12T22:33Z [---] followers, [---] engagements
"$TTD 50% -70% of the reported revenue slowdown (FY2024 FY2025E)is attributable to political factors - @Grok https://x.com/i/grok/share/f1b8441187044edfbc6876e5d7d2953f https://x.com/i/grok/share/f1b8441187044edfbc6876e5d7d2953f"
X Link 2026-02-14T22:54Z [---] followers, [---] engagements
"@grok Huh I thought $AMZN was disrupting $TTD. π"
X Link 2026-02-14T22:58Z [---] followers, [--] engagements
"@grok Agreed - [----] guidance will help quantify the impact of Amazon on growth moving forward Dont tell anyone but US midterm political ad spend in [----] may offer a margin of safety for the company. My guess is that $TTD revenue growth will be 20% in [----] (even if guidance is lower)"
X Link 2026-02-14T23:07Z [---] followers, [--] engagements
"@LogicalThesis @RahulSetty_ Its a valid point. Celsius went the other route by announcing debt with the Alani acquisition. I dont know why they would choose to proceed in this order"
X Link 2025-06-10T04:29Z [---] followers, [--] engagements
"@plantmath1 Lmao +1 With recent AI investment + CapEx spend makes me wonder why big tech (cloud) companies wouldnt also take $5-10B for a 9.9% stake in Cloudflare or Crowdstrike. Higher probability bet that both contribute meaningfully to AI infrastructure @ a more reasonable valuation"
X Link 2025-06-11T01:19Z [---] followers, [--] engagements
"Cloudflare continues to be one of the most impressive companies at expanding their addressable market. End of the month they will be launching a service to prevent LLM scrapers from collecting web content. This could be the start of a programmatic marketplace for data access π€ I did in fact say this: I go to war every single day with the Chinese government the Russian government the Iranians the North Koreans probably Americans the Israelis all of them who are trying to hack into our customer sites. And you're telling me I can't stop some nerd I did in fact say this: I go to war every single"
X Link 2025-06-22T14:51Z [---] followers, [--] engagements
"$ROKU: The future home for streaming sports Not only can you find all of the live TV streaming services you need to watch every game available on linear television on Roku but practically every subscription streamer that carries live sports is also available via the platform"
X Link 2025-06-23T23:27Z [---] followers, [---] engagements
"@CCM_Brett Round table episode with [--] bull [--] bear & [--] objective party familiar with the Hims & Hers business model For the sharp objective analyst I would highly recommend @RahulSetty_ Plenty of bulls and bears to choose from across Twitter π"
X Link 2025-06-24T15:50Z [---] followers, [---] engagements
"$AMZN x $ROKU Amazon DSP brings major fire power both in terms of first party data & $12B in annual open internet ad spend up 40% YoY. In [----] Roku shifted its strategy from walled to hedged garden opening its inventory to leading independent DSPs including The Trade Desk: Amazon Ads and Roku Announce Partnership Creating the Largest Authenticated CTV Footprint $AMZN x $ROKU As the most addressable platform for Rokus CTV activation Amazon DSP now offers advertisers new exclusive advantages: - Reach with more precision: Authenticated reach Amazon Ads and Roku Announce Partnership Creating the"
X Link 2025-06-25T01:51Z [---] followers, [---] engagements
"Roku: Why Now Roku signing deals with both The Trade Desk and Amazon DSP over the past [--] months is a major strategic pivot that will benefit the leading TV Operating System across Canada the United States & Mexico. In [----] Roku shifted its strategy from walled to hedged garden opening its inventory to leading independent DSPs including The Trade Desk and Amazons open internet facing segment: Amazon DSP. Amazon DSP brings major fire power both in terms of first party data & $12B in annual open internet ad spend up 40% YoY. The Trade Desk similarly commands $12B in annual ad spend (all open"
X Link 2025-07-04T22:16Z [---] followers, [---] engagements
"Platform Gross Profit Margin Inflection Platform Gross Profit Margins have stabilized and slightly increased YoY for each of the past [--] quarters. With leadership finding religion in cost discipline I suspect twin engines of platform gross profit margin normalization paired with strong platform revenue growth will drive extraordinary FCF growth over the decade ahead. $ROKU 3/N"
X Link 2025-07-04T22:16Z [---] followers, [---] engagements
"Financial Forecasting & Models I forecast FCF to grow from $300M over the trailing twelve months to $750M in [----]. Applying a 30x free cash flow multiple equates to a $22.5B Market Capitalization or a [--] year IRR of 22% While I choose an elevated multiple it is to reflect the above market-average rate of Free Cash Flow. The path to achieving this growth is user acquisition and subsequent monetization of those new cohorts of users. To obtain new users Roku has a proven playbook which enables its international expansion. The company acquires rights to content to onboard to The Roku Channel and"
X Link 2025-07-04T22:36Z [---] followers, [--] engagements
"Phase II: Operating Leverage Operating Expense growth has been controlled enabling gross profit to structurally improve upon the operating margin profile of the business. Sustained operating leverage & operating income Inflection points are often associated with multiple re-ratings and narrative shifts. $ROKU 6/N"
X Link 2025-07-04T22:36Z [---] followers, [--] engagements
"Parsing out Device Segment from the Platform Segment While Devices are a loss leader (negative gross margin) platform revenue growth is structurally being structurally lifted by the influx of demand flowing in through TTD Amazon DSP & the long tail of independent DSPs $ROKU 7/N"
X Link 2025-07-04T22:36Z [---] followers, [--] engagements
"@TravisHoium @7Innovator Mom it was never a phase Crocs Investors x All Time Low: https://youtu.be/kNnEzYXBps8si=EzsEwXxxoc_whusi https://youtu.be/kNnEzYXBps8si=EzsEwXxxoc_whusi"
X Link 2025-07-10T20:57Z [---] followers, [--] engagements
"Rokus Platform Revenue business model works similar to mobile OS app stores. Primary revenue is generated from taking a cut of revenue generated from most ad supported streaming applications on the platform a cut of revenue generated from ad supported content on the Roku Channel & all revenue from monetizing ad placement on the Home Screen: TV OS App Store: Subscriptions & A-La-Carte Content. Secondarily they take a cut of most paid subscriptions which users sign up for within the OS (billed and managed by Roku Pay). Conclusion: More users. More streaming hours. More platform revenue."
X Link 2025-07-10T23:27Z [---] followers, [---] engagements
"Tab to autocomplete. Tab to import dependencies. Tab to glory. $GOOGL https://youtu.be/aww-BUzL9Lcsi=hLjIOxRDYg4RBOqm https://youtu.be/aww-BUzL9Lcsi=hLjIOxRDYg4RBOqm"
X Link 2025-07-12T05:26Z [---] followers, [---] engagements
"Agentic coding - distributed by Google β¨ Windsurf - Cascade (JetBrains): https://docs.windsurf.com/plugins/cascade/cascade-overview https://docs.windsurf.com/plugins/cascade/cascade-overview"
X Link 2025-07-12T05:35Z [---] followers, [--] engagements
"@plantmath1 Alphabet is actively diversifying its revenue streamsπ [--] segments are meaningful contributors with revenue growth outpacing Search - their corresponding margins are expanding & earnings will follow. Despite new modalities of search emerging I believe Search growth is durable"
X Link 2025-07-13T13:55Z [---] followers, [--] engagements
"The Trade Desk set to join the S&P [---] at the end of this week π« A major milestone for the AdTech juggernaut π¦Ύ To the ocean of index investors who are about to become $TTD shareholders:"
X Link 2025-07-14T22:16Z [---] followers, [----] engagements
"Source (Yahoo Finance): https://finance.yahoo.com/news/trade-desk-set-join-p-213900069.html https://finance.yahoo.com/news/trade-desk-set-join-p-213900069.html"
X Link 2025-07-14T22:41Z [---] followers, [--] engagements
"An autonomous vehicle with a comprehensive sensor suite (Radar Lidar & Cameras) the track record of Waymo (150 Million km of safe autonomous taxi rides) for the price of a Tesla ($30k) Only in China. Coming soon to Hong Kong Dubai & Abu Dhabi - The global race for autonomous taxi dominance is underwayπ Tesla $TSLA Waymo $GOOGL Apollo Go $BIDU. π¨π The latest episode of @driverlessguy_ podcast is live with Helen K. Pan General Manager of @BaiduApollo Autonomous Driving USA Baidu's Self-Driving Division. We discussed a bunch of different topics: Background on Baidu and Apollo Go Chinas"
X Link 2025-07-16T23:27Z [---] followers, [---] engagements
"Block $XYZ is set to join the S&P [---] $SPY after market close on July 22ndβ‘ The payments & financial services provider has sharpened its focus on fiscal responsibility while accelerating innovation β» A disruptive company at a fair price for investors DCAing into the index π The Trade Desk set to join the S&P [---] at the end of this week π« A major milestone for the AdTech juggernaut π¦Ύ To the ocean of index investors who are about to become $TTD shareholders: https://t.co/f1vY7uoBSm The Trade Desk set to join the S&P [---] at the end of this week π« A major milestone for the AdTech juggernaut"
X Link 2025-07-18T22:07Z [---] followers, [---] engagements
"Source (SP Global): https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20250718-1478910/1478910_hes5.pdf https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20250718-1478910/1478910_hes5.pdf"
X Link 2025-07-18T22:22Z [---] followers, [--] engagements
"$ROKU: Operating leverage remains resilient despite slippage in platform gross profit margins. π Platform Revenue +18% YoY π Platform Gross Profit +13% YoY π OpEx +5% YoY Significant profitability milestones forecasted for 2H [----]. Ads business is firing on all cylinders π£β"
X Link 2025-07-31T22:52Z [---] followers, [---] engagements
"$PUBM: That is the LTM of SBC bought back in the last quarter. With $96M left on the buyback authorization and over $100M net cash - I would guess we buy back somewhere around 2M shares this quarter. Thats like 5% of the company lol: August [----] AdTech Commentary: Lots of dynamism occurring in the programmatic space this year. Sector tailwinds of note are that the ecosystem is trending more towards wholly owned transactions (TTD OpenPath Magnite Clearline PubMatic Activate). So while majority of August [----] AdTech Commentary: Lots of dynamism occurring in the programmatic space this year."
X Link 2025-08-16T21:18Z [---] followers, [---] engagements
"$BIDU: [---] Million autonomous driverless rides in 2Q2025. $GOOGL: Latest Waymo reported comparable metric is [------] rides per week in April25 (3 Million rides per quarter). $TSLA: The trajectory of deep-pocketed tech giant subsidiaries are worth watching v Tesla Robotaxi"
X Link 2025-08-21T02:47Z [---] followers, [---] engagements
"Market realizing that Alphabet has a wide and durable moat is a bummer. $GOOGL"
X Link 2025-09-07T16:21Z [---] followers, [---] engagements
"@TravisHoium Against: Competition from Amazon & Google DSPs in the growing CTV ad market. For: The Trade Desk keeps winning across CTV Commerce & Audio https://x.com/cole_barcia/status/1930680257171853786s=46 Yes and Billions of dollars in incremental ad spend are migrating to The Trade Desk each year. $TTD processed over $12 Billion in global ad spend in [----] - an incremental increase of $2 BILLION from the year ago period. Nothing stops this train. π https://t.co/1K2Dugkihp https://x.com/cole_barcia/status/1930680257171853786s=46 Yes and Billions of dollars in incremental ad spend are"
X Link 2025-09-10T17:09Z [---] followers, [---] engagements
"TransMedics National OCS Program launching in Italy before the end of [----] The upcoming launch could lay the foundation for a broader multi-country European transplant dedicated logistics network $TMDX"
X Link 2025-09-22T07:22Z [---] followers, [----] engagements
"Italy isnt massive but it is the acceleration of TransMedics international expansion story which is notable. The narrative went from a US Transplant company that may eventually convince other markets regulators to adopt its platform to international markets are asking regulators for TransMedics NOP. There is no Pepsi to TransMedics Coke. This is a blue ocean opportunity and Italy is only country #2. $TMDX TransMedics National OCS Program launching in Italy before the end of [----] The upcoming launch could lay the foundation for a broader multi-country European transplant dedicated logistics"
X Link 2025-09-22T21:48Z [---] followers, [---] engagements
"Perspective on valuation/durability of above average growth rates: I didnt think international expansion was happening this year. At a minimum it is another concurrent tailwind for [----] alongside the commencement of the clinical trials for lungs & heart. I admittedly will struggle to predict exact growth rates & timing of investment. Talking in terms of operating cash flows expanding into new geographies while simultaneously growing the market for less mature categories of organ transplant (heart & lung) makes growth in the range of 15-25% feel quite durable. Its priced at a premium to the"
X Link 2025-09-23T02:52Z [---] followers, [--] engagements
"Might not get to this tonight but that's a nice looking cover page. Square Inc. is an innovation engine who never seems to be satisfied. Super Long $SQ $SQ Whoa. Square Says Releases Q2 Earnings Report Due to Early External Access of the Company's Quarterly Financials $SQ Whoa. Square Says Releases Q2 Earnings Report Due to Early External Access of the Company's Quarterly Financials"
X Link 2020-08-04T23:51Z [---] followers, [--] engagements
"@InvestiAnalyst In [----] Apple was $600B MC: Recently AAPL lost top spot in the world falling to a market cap (MC) of $2200B. History can rhyme with Tesla as a long shot @ $650B. I believe Alphabet will take the crown waiting @ $1400B. Amazon sitting @ $1100B could take it with AWS +37% YoY"
X Link 2022-05-22T12:26Z [---] followers, [--] engagements
"Full Corporate History can be found π https://www.ghco.com/historykgraham https://www.ghco.com/historykgraham"
X Link 2024-08-21T22:03Z [---] followers, [---] engagements
"@LukeWolgram https://discussion.fool.com/t/pubmatic-inc-consolidated-investment-thesis/110395u=colebarcia https://discussion.fool.com/t/pubmatic-inc-consolidated-investment-thesis/110395u=colebarcia"
X Link 2024-12-06T00:08Z [---] followers, [---] engagements
"Self Service Ad* buying tools: The Trade Desk: Freewheel: https://newsroom.roku.com/news/2024/12/roku-and-freewheel-announce-new-programmatic-partnership/kljd62ru-1733947466 https://newsroom.roku.com/news/2024/04/roku-and-the-trade-desk-announce-new-data-driven-tv/zhjvvfcx-1714431179 https://newsroom.roku.com/news/2024/09/roku-launches-ads-manager-a-self-service-performance-solution/hqad3fng-1726595575 https://newsroom.roku.com/news/2024/12/roku-and-freewheel-announce-new-programmatic-partnership/kljd62ru-1733947466"
X Link 2024-12-15T04:29Z [---] followers, [--] engagements
"US streaming hours by TVOS brand: $ROKU"
X Link 2024-12-15T04:31Z [---] followers, [---] engagements
"Crocs $CROX price implied expectations seem quite low heading into earnings this week. The business generated $1B in TTM cash flow and is valued below $6B MCπ"
X Link 2025-02-10T21:21Z [---] followers, [---] engagements
"The CTV leader hit a profitability milestone in 4Q'24 π The platform segment generated enough profit to cover all operating expenses of the business (including SBC) Device segment forecasted to approach breakeven in [----] (selling @ cost) [----] = $ROKU's profit inflection point"
X Link 2025-02-14T22:58Z [---] followers, [---] engagements
"@hao6044 RingCentral appears to be a better value when compared against Zoom: $RNG EV/GP = [---] $ZM EV/GP = [---] I can't speak to market positioning/trend of the competitive moat. Gross profit growth & operating expense discipline are encouraging. Operating income inflection milestoneβ
"
X Link 2025-02-22T04:38Z [---] followers, [--] engagements
"$PUBM PubMatic buyer concentration of accounts receivable: *Assumption from customers comprising 10% of accounts receivable. - Disclosed in 10-Ks & S-1: 2024: 44% 11% 2023: 30% 21% 14% 2022: 33% 15% 11% 2021: 29% 19% 2020: 33% 14% 13% 11% 2019: 34% 17% 2018: 26% 15%"
X Link 2025-03-01T19:49Z [---] followers, [---] engagements
"$PUBM's two largest buyers are The Trade Desk & $GOOGL's DV360. $TTD becoming a concentration risk for PubMatic which is worth monitoring over time. Activate appears as a welcome source of revenue diversification which is picking up steam w/ large agencies such as Densu & IPG"
X Link 2025-03-01T20:22Z [---] followers, [---] engagements
"@fools_gd $Roku City Real Estate"
X Link 2025-03-20T23:04Z [---] followers, [---] engagements
"$ROKU is the lead husky in CTV and their execution is impressive (platform revenue +17% YoY) Uncertainty is shortening planning cycles for ad budgets which may actually accelerate the transition of upfront linear budgets to Roku via programmatic pipes (real-time auctions). π"
X Link 2025-05-02T23:27Z [---] followers, [---] engagements
"@LogicalThesis @RahulSetty_ Yeah. It would be convoluted to use this for buybacks or organic growth given the war chest sitting in the bank. Therefore I agree with sentiment in thread & take this debt raise at face value. $GRAB appears to be positioning itself to acquire $GOTO while minimizing dilution.π£β"
X Link 2025-06-10T04:18Z [---] followers, [---] engagements
"Discounted Cash Flow Model: $ROKU 8/N https://docs.google.com/spreadsheets/d/e/2PACX-1vSxo60RtocYREFK07zI4XedOWbcvBkx2TZK5QFOOujf_EO-hKYJOGvwo6gkgh0WVruSenF2kglax7RE/pubhtmlgid=1757102143&single=true https://docs.google.com/spreadsheets/d/e/2PACX-1vSxo60RtocYREFK07zI4XedOWbcvBkx2TZK5QFOOujf_EO-hKYJOGvwo6gkgh0WVruSenF2kglax7RE/pubhtmlgid=1757102143&single=true"
X Link 2025-07-04T22:37Z [---] followers, [---] engagements
"@JerryCap Quality Companies down over 60% from ATH: - $TTD The Trade Desk (Mild) πΆ - $ROKU Roku (Spicy) πΆπΆ - $XYZ Block (Ghost Pepper) πΆ πΆπΆ"
X Link 2025-10-17T01:03Z [---] followers, [---] engagements
"0% processing fees on payments accepted with Bitcoin. Widely available for all Square merchants starting on November 10th. Would you pay with Bitcoin to support your local businesses $XYZ Square Announces Free Pay with bitcoin Signs Available To [--] Million Businesses and Merchants https://t.co/YQ7ejUZQ6P Square Announces Free Pay with bitcoin Signs Available To [--] Million Businesses and Merchants https://t.co/YQ7ejUZQ6P"
X Link 2025-10-20T03:21Z [---] followers, [---] engagements
"$ROKU: Profitable β
"
X Link 2025-10-30T20:49Z [---] followers, [----] engagements
"$PUBM Leadership tanked expectations in the 2Q25 ER and beat the high end of their revised guidance. The company is doing what they said they needed to by diversifying DSP mix. Some TTD revenue is essentially being shifted over to Amazon DSP and many other mid market DSPs. Over the past couple of months revenue from TTD has stabilized at a lower base which further aids diversification into the future. The companies seem to be on the same page now and PubMatic is compliant with TTDs preference for deal IDs I am not eager to add but am encouraged by the continued progress on CTV partnerships"
X Link 2025-11-11T02:04Z [---] followers, [---] engagements
"$PUBM Revenue concentration from $TTD returned to historical levels (44%35%). With three DSPs now above reporting requirements sounds like Amazon partnership is scaling fast π"
X Link 2025-11-11T02:05Z [---] followers, [---] engagements
"@milessuter @CashApp Expanding no-fee and no-spread to all Bitcoin buys and cash back for lightning network payments may accelerate monthly transacting actives - Might help with organic demand in new markets outside the United States"
X Link 2025-11-21T05:44Z [---] followers, [--] engagements
"@merlinscapital Per Grok many similarities to [----]. Inflation data is the stark difference (CPI & PPI). Grok generated a few tables for those curious to compare the effects of the last shutdown to this year across various economic indicators: https://x.com/i/grok/share/vnahBTl6unThPThaj90WnshKM https://x.com/i/grok/share/vnahBTl6unThPThaj90WnshKM"
X Link 2025-11-25T13:07Z [---] followers, [---] engagements
"Normalized Revenue Trailing [--] years in 3Q: 3Q23: $493M +22.9% 3Q24: $606M ($628M minus $22M of political spend) +22% 3Q25: $739.4M"
X Link 2025-11-25T19:38Z [---] followers, [---] engagements
"Assumptions: Normalized Revenue growth YoY 3Q25: 17.7% 22% (Provided on earnings call) Normalized Revenue 3Q24: $739.4/1.22 = $606 (implies $22M of political contribution) Normalized Revenue growth YoY 3Q24: ($606-$493)/$493= 22.9%"
X Link 2025-11-25T19:39Z [---] followers, [---] engagements
"@jdonovan42 I agree - imo 15-20% revenue growth is a safe baseline range for the foreseeable future. Closer to upper end would be my assumption for the next few years. Emerging formats (CTV & Audio) rely on DSPs to shift spend - lower fees will lead to consolidation ( $AMZN $GOOGL $TTD)"
X Link 2025-11-26T23:54Z [---] followers, [---] engagements
"Update: $Roku inflected to operating income profitability ahead of schedule in 3Q25 - guided for incremental operating leverage to continue into [----] and beyond: https://x.com/cole_barcia/status/1941259726563504197s=46 https://x.com/cole_barcia/status/1941259726563504197s=46 Roku: Why Now Roku signing deals with both The Trade Desk and Amazon DSP over the past [--] months is a major strategic pivot that will benefit the leading TV Operating System across Canada the United States & Mexico. In [----] Roku shifted its strategy from walled to hedged https://t.co/sSl9eJyC5n"
X Link 2025-11-27T22:00Z [---] followers, [----] engagements
"$TTD: Historical Market Share Gains: https://x.com/cole_barcia/status/1930680257171853786s=46 Yes and Billions of dollars in incremental ad spend are migrating to The Trade Desk each year. $TTD processed over $12 Billion in global ad spend in [----] - an incremental increase of $2 BILLION from the year ago period. Nothing stops this train. π https://t.co/1K2Dugkihp https://x.com/cole_barcia/status/1930680257171853786s=46 Yes and Billions of dollars in incremental ad spend are migrating to The Trade Desk each year. $TTD processed over $12 Billion in global ad spend in [----] - an incremental"
X Link 2025-12-01T00:28Z [---] followers, [---] engagements
"$TTD: Operating Leverage enables room to compete on value (lower total fees) & drive market consolidation alongside Amazon & Google: https://x.com/cole_barcia/status/1897624632137556430s=46 $TTD: The Trade Desk's Operating Leverage Era https://t.co/e8uzMbyqM7 https://x.com/cole_barcia/status/1897624632137556430s=46 $TTD: The Trade Desk's Operating Leverage Era https://t.co/e8uzMbyqM7"
X Link 2025-12-01T00:48Z [---] followers, [---] engagements
"$TTD: Historical Gross Profit Growth & Operating Margins"
X Link 2025-12-01T00:51Z [---] followers, [---] engagements
"What if scheduled depreciation == actual useful life What if some use cases for compute dont need the newest chip What if the valuations of world-class companies compress on FUD (and they continue to execute at world-class levels) π£β"
X Link 2025-12-05T06:08Z [---] followers, [--] engagements
"@nachunja Those number seem low for The Trade Desk π"
X Link 2025-12-11T23:09Z [---] followers, [---] engagements
"@RahulSetty_ Roku has the more obvious moat - The Trade Desk is closer to trough sentiment and valuation. Both founders have been visionaries in their respective niches and are enjoying sustainable operating leverage. I own both in size. ππ"
X Link 2025-12-12T19:58Z [---] followers, [---] engagements
"Wow. Ads [---]. $GOOGL Today we introduced Direct Offersa new way for shoppers to find exclusive deals in AI Mode. π Advertisers should think of Direct Offers less like a standard ad and more like a salesperson negotiating a deal on your behalf. It allows you to offer special discounts to Today we introduced Direct Offersa new way for shoppers to find exclusive deals in AI Mode. π Advertisers should think of Direct Offers less like a standard ad and more like a salesperson negotiating a deal on your behalf. It allows you to offer special discounts to"
X Link 2026-01-11T23:03Z [---] followers, [---] engagements
"$TMDX: Were just getting warmed up. - OCS Heart (ENHANCE) clinical trial ongoing (18 transplants to date) - Unconditional FDA approval for OCS Lung (DENOVO) clinical trial announced today (transplants starting soon) - International expansion kicks off in 1H2026; multiple European countries expected to be contributing by year end - OCS Kidney device Release [----] - OCS Kidney Clinical Trial in [----] Annual Transplant Milestones: 2028: [-----] 2030: [-----] 2032: [-----] https://twitter.com/i/web/status/2010870080268009784 https://twitter.com/i/web/status/2010870080268009784"
X Link 2026-01-13T00:22Z [---] followers, [--] engagements
"Search ads: Whats old is new again #innovation β» Here's an example of what the first ad formats we plan to test could look like. https://t.co/NnX18Tt0rw Here's an example of what the first ad formats we plan to test could look like. https://t.co/NnX18Tt0rw"
X Link 2026-01-17T17:41Z [---] followers, [---] engagements
"$BIDU π FT: Waymo is finalizing a $16B round at about a $110B valuation. Alphabet is expected to supply over 75% of the capital with new investors including Sequoia Dragoneer and DST Global. Sources say ARR is now $350M+ and the round was 3x oversubscribed. https://t.co/2JlcfQ8GlY FT: Waymo is finalizing a $16B round at about a $110B valuation. Alphabet is expected to supply over 75% of the capital with new investors including Sequoia Dragoneer and DST Global. Sources say ARR is now $350M+ and the round was 3x oversubscribed. https://t.co/2JlcfQ8GlY"
X Link 2026-01-31T22:17Z [---] followers, [---] engagements
"My live dashboard of IRR ranked investment opportunities. Updates in real-time based on current market prices All [--] Discounted Cash Flow Models found at the link below: Feel free to check out the assumptions behind each DCF. Feedback appreciated π©΅ https://docs.google.com/spreadsheets/d/e/2PACX-1vSxo60RtocYREFK07zI4XedOWbcvBkx2TZK5QFOOujf_EO-hKYJOGvwo6gkgh0WVruSenF2kglax7RE/pubhtmlurp=gmail_link&gxid=-8203366 https://docs.google.com/spreadsheets/d/e/2PACX-1vSxo60RtocYREFK07zI4XedOWbcvBkx2TZK5QFOOujf_EO-hKYJOGvwo6gkgh0WVruSenF2kglax7RE/pubhtmlurp=gmail_link&gxid=-8203366"
X Link 2024-10-03T02:20Z [---] followers, [----] engagements
"Block in [----] $XYZ [----] Market: $XYZ is a shitco Me: no its not [----] Market: $XYZ is a shitco Me: no its not [----] Market: $XYZ is a shitco Me: no its not [----] Market: $XYZ is a shitco Me: maybe theyre right [----] Market: $XYZ is a shitco Me: no its not [----] Market: $XYZ is a shitco Me: no its not [----] Market: $XYZ is a shitco Me: no its not [----] Market: $XYZ is a shitco Me: maybe theyre right"
X Link 2026-01-26T06:18Z [---] followers, [---] engagements
"@milessuter When are we giving customers the option of changing the Cash App logo to"
X Link 2026-01-27T07:41Z [---] followers, [--] engagements
"@milessuter New logo who dis $XYZ"
X Link 2026-01-27T07:45Z [---] followers, [--] engagements
"Grok Thinking [---] response: - Duolingo's preliminary Q4 [----] update reveals 30% YoY DAU growth to [----] million and bookings of $335 million aligning with the high end of prior guidance and indicating strong user momentum. - The post questions upcoming profitability guidance reflecting CEO comments on prioritizing product investments over short-term margins to pursue billions in long-term users. - Consensus forecasts project Q4 [----] revenue at $275 million (33% YoY from $207 million in Q4 2024) gross profit near $200 million (32% YoY at 73% margin) with operating income around $30 million (up"
X Link 2026-02-01T19:23Z [---] followers, [--] engagements
"RT @Baidu_Inc: Apollo Go at your service. Excited for what's ahead for Dubai"
X Link 2026-02-06T03:07Z [---] followers, [--] engagements
"Starting to research companies who will power the infrastructure build out/homebuilding boom in the US. Top of the list for me are: Louisiana Pacific $LPX Owens Corning $OC Saint Gobain $CODYY Which companies are missing Why won't these beat the market over the next 3-5 years Zonda provides really interesting data especially the custom indexes they come up with Good example is their contractor commitment ratio a brand loyalty score for names like $TREX $OC & $LII On a recent webinar they provided another one - the Remodel Pricing Pushback Ratio https://t.co/lsyAOLMXOr Zonda provides really"
X Link 2023-09-03T00:36Z [---] followers, [---] engagements
"I rewrote and condensed my investment thesis on PubMatic Inc $PUBM and am sharing prior to earnings this week. Link provided in the comment below. Feedback welcome & encouraged"
X Link 2023-11-07T13:28Z [---] followers, [----] engagements
"The conglomerate holds equity stakes in the following public companies (per the latest 13F): - Alphabet Inc - Berkshire Hathaway Inc - Markel Group - PubMatic Inc. https://archive.fast-edgar.com/20240820/AR24G222Z22242Z2222A2C4ZBO4EZK72L262/ https://archive.fast-edgar.com/20240820/AR24G222Z22242Z2222A2C4ZBO4EZK72L262/"
X Link 2024-08-21T21:45Z [---] followers, [---] engagements
"Good to see the ownership mentality has transcended across generations of company leadership (and board members). Only time will tell if Graham Holdings Company $GHC will remain a long term owner of PubMatic $PUBM within its $800M public equity portfolio"
X Link 2024-08-21T22:30Z [---] followers, [---] engagements
"$PUBM PubMatic Inc Investment Thesis Revised (link in comments)"
X Link 2024-11-16T18:00Z [---] followers, [----] engagements
"@CCM_Ryan @finchat_io If PubMatic does peak your interest below is a consolidated investment thesis with links to more detailed resources: Included on the TMF board link are: - Latest earnings writeup - [--] year DCF - Full Investment Thesis https://discussion.fool.com/t/pubmatic-inc-consolidated-investment-thesis/110395u=colebarcia https://discussion.fool.com/t/pubmatic-inc-consolidated-investment-thesis/110395u=colebarcia"
X Link 2024-12-01T14:02Z [---] followers, [---] engagements
"@LoRezTrader @A_May_MD @reco_plasmid @ScorpionFund Agree - Not the first 0$ price target from π¦. All approaching pre-short report prices. Harmony Biosciences is fundamentally most similar as like TransMedics they are profitable: - Harmony Biosciences - Twist Bioscience - Berkeley Biosciences (acquired+ parent shares at ATH)"
X Link 2025-01-11T14:07Z [---] followers, [---] engagements
"$PUBM Third Quarter [----] Financial Highlights - Revenue in the third quarter of [----] was $68.0 million compared to $71.8 million in the same period of [----]. Q3 [----] included $5.0 million in revenue from political advertising - Net dollar-based retention1 was 98% for the trailing twelve-months ended September [--] [----] compared to 112% in the comparable trailing twelve-month period a year ago - GAAP net loss was $(6.5) million with a margin of (9)% or $(0.14) per diluted share in the third quarter compared to GAAP net loss of $(0.9) million with a margin of (1)% or $(0.02) per diluted share in"
X Link 2025-11-11T02:04Z [---] followers, [---] engagements
"$XYZ Numbers & Narrative will eventually align. As a polarizing company bulls and bears alike will read the statement above as supporting their view on Block Inc. I remain optimistic. π£β $XYZ PT raised to $100 (from $88) at Mizuho. "Only [--] other companies in the S&P500 will see 15%+ GP growth $10bn+ GP and 20%+ Adj. Op. Margin is mind-boggling". https://t.co/IUxqAE3kyn $XYZ PT raised to $100 (from $88) at Mizuho. "Only [--] other companies in the S&P500 will see 15%+ GP growth $10bn+ GP and 20%+ Adj. Op. Margin is mind-boggling". https://t.co/IUxqAE3kyn"
X Link 2025-11-21T05:13Z [---] followers, [----] engagements
"$TTD: Normalizing revenue growth for political spend. 2023-2024: YoY growth in 3Q24 (+27%) becomes 22.9%. 2024-2025: YoY growth in 3Q25 (+17.7%) becomes 22%. Slowing from 22.9% 22% undermines the narrative that Amazon & TTD cant simultaneously take share from others.ππ«‘"
X Link 2025-11-25T17:57Z [---] followers, [----] engagements
"@Beth_Kindig Do you believe the companies are depreciating the assets faster than their actual useful life If not is there maintenance CapEx that will quickly ramp over time"
X Link 2026-01-28T22:13Z [---] followers, [---] engagements
"$GHC Graham Holdings increased their ownership stake to 5.7% of PubMatic Inc. They first bought [------] shares as of 6-2022 & increased their ownership to [-------] shares by the end of [----]. They hold [-------] shares as of the 6-2024 reporting period: $BRK.A $GOOG $MKL $PUBM"
X Link 2024-08-21T21:26Z [---] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing