@joecarlsonshow Avatar @joecarlsonshow Joseph Carlson

Joseph Carlson, a well-known investor and analyst, has been actively sharing his insights on various stocks, including his top holdings such as Google, Netflix, Amazon, and Microsoft. He has expressed his confidence in Google, stating it's a "full-stack AI monopoly" and a $300 stock, after Alphabet's Q3 earnings report beat expectations. Carlson has also discussed other companies, including Duolingo, Palantir, and Meta, sharing his thoughts on their performance and potential.

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Social Influence

Social category influence stocks 33.62% technology brands 33.62% finance #5648 automotive brands 3.45% social networks 3.45% countries 1.72% cryptocurrencies 0.86%

Social topic influence $googl #1884, in the 11.21%, stocks #3737, if you 6.9%, market 6.03%, costco #598, ai 5.17%, future #3612, $ma #215, money 5.17%

Top accounts mentioned or mentioned by @fundrisefan @kulolo808 @futureman1977 @stockworthyapp @apestrong1122 @p_earns24 @samurai__stock @grok @etfeasydotcom @insiderhawk @qualtrim @manztrades @arthurkaminsky @grassmaster771 @matkinvest @ulo1113767 @pronkdaniel @mattaverse21 @sullyjake0 @pmogga

Top assets mentioned Alphabet Inc Class A (GOOGL) Costco Wholesale Corporation (COST) Mastercard, Inc. (MA) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Netflix Inc (NFLX) IBM (IBM) Costco Hot Dog (COST) NVIDIA Corp. (NVDA) Intuit Inc. (INTU)

Top Social Posts

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

"Stock picking is possibly one of the best hobbies of all time. Its extremely fun. Its competitive. There are many ways to win. You can always improve. If youre decent at it its life changing. Its one of those hobbies that is healthy both in mind and healthy financially. Im also a firm believer that picking stocks encourages people to invest far more than they would otherwise if they only picked retirement ETFs. The fun and competitive aspect to it encourages more focus and more deposits. I have possibly gotten thousands maybe tens of thousands to take investing a little more seriously. That"
X Link 2026-01-19T20:38Z 102.8K followers, 207.3K engagements

"The EPS of a dying company"
X Link 2026-02-06T16:47Z 102.8K followers, 321.8K engagements

"@michaeljburry You dont need to respond to a million you just need to respond to the most popular which is Amit. Insisting on gating the entire discussion behind a paywalled membership comes across that your only goal is to sell your blog"
X Link 2026-02-14T21:46Z 102.8K followers, 38.7K engagements

"The last Sell America trade was during the tariff dispute in April of [----]. And anyone who bought American during that did incredibly well. Dont be stupid. Buffett would never tell you to sell America over trade disputes"
X Link 2026-01-20T15:57Z 102.8K followers, 65.9K engagements

"Microsoft is cheaper than Costco Walmart and IBM. What are we doing here How did it get to this point"
X Link 2026-02-09T18:45Z 102.8K followers, 113.4K engagements

"What we have learned from the market the past few weeks is that AI is going to replace every stock you own and the companies that are going to power AI are also not worth anything. Have fun investing"
X Link 2026-02-10T18:04Z 102.8K followers, 85.7K engagements

"How was your weekend - normal person I spent the weekend buying guns and ammunition to defend myself against the inevitable AI army that will take over the world as AI has reached a point where its writing its own code and is better than humans at everything - Average X User"
X Link 2026-02-11T15:30Z 102.8K followers, 31.8K engagements

"Some day at the end of your investment career. You will look back and realize that you could have just owned Costco the entire time and it would have outperformed your portfolio and the market. 😭"
X Link 2026-02-13T17:43Z 102.8K followers, 57.1K engagements

"Duolingo revenue has increased by +410% growing at a 43% CAGR over the same time period the stock price is down -19%"
X Link 2026-02-14T15:58Z 102.8K followers, 419.9K engagements

"@BrettMarlowe4 @noxflux Buying it [--] price to sales is different than buying it at 100+ price to sales. Im not lecturing anyone for buying it at [--]. I am lecturing people for buying it at 100"
X Link 2026-02-14T22:12Z 102.8K followers, [---] engagements

"If you make excellent decisions to begin with you don't have to trade much"
X Link 2024-08-14T22:13Z 102.5K followers, 81K engagements

"The first Costco $COST in Okinawa opened today. They opened it [---] hours before its normal hours. The building quickly reached max capacity. Cars wrapped around the parking lot. They could only let new people in as others left. There was a [--] hour wait to get in"
X Link 2024-08-24T14:19Z 102.7K followers, 9.6M engagements

"When I was dating my wife about [--] years ago. I remember I had to call her and have her pay for my gas at the gas station because my debit card didn't clear the $120 pre-authorization threshold. I only had $80 in my bank account and asked her to float me until next pay day (I was working customer service at the time for $12/hr). Situations can change dramatically over time. I've seen it happen again and again with followers of my channel. Don't get too discouraged if you're not in a good situation now just keep working to improve it and it will improve"
X Link 2025-03-24T17:19Z 102.4K followers, 1.7M engagements

"Investors will eventually realize Amazon is the best humanoid robot play not Tesla"
X Link 2025-07-24T14:20Z 102.7K followers, 139.7K engagements

"My current portfolio allocation. About $1.3 million total"
X Link 2025-08-28T19:48Z 102.6K followers, 461.9K engagements

"I'm disappointed to report that Google search is clearly being disrupted by this new app called "Gemini". Google investors should be concerned "Gemini" has occupied the top spot for a week now bumping Google down to number [--] Google Maps is only at number [--] Google Chrome is number [--] YouTube TV is [--] Gmail is [--] YouTube is [--]. This is a very concerning situation for Google to be they only have a half dozen apps in the top [--] of the app store"
X Link 2025-09-22T19:00Z 102.4K followers, 140.6K engagements

"My top [--] holdings: Google - The full-stack AI monopoly Netflix - The distributor of global entertainment Amazon - The logistics powerhouse S&P Global - The markets company Microsoft - The world's AI toolbox"
X Link 2025-10-20T23:06Z 102.2K followers, 70.7K engagements

"I plan on discussing more in a future episode. Booking holdings is an incredibly strong profitable and structurally well positioned company. I do not believe anything game changing is happening any time soon. The sell was primarily to raise capital for my top positions which I just like a bit more from a defensive standpoint. I am slightly worried long term about how hard Google is pushing into the top of the funnel on vacation planning and integrating that into their own flow that may shift booking holdings positioning a little. But I think they will be fine regardless. Im looking at"
X Link 2025-11-22T19:44Z 102.2K followers, [----] engagements

"My Top [--] Are: 1) Google 2) Mastercard 3) Amazon These three make up a combined 37%. Nothing fancy. I want easy predictable money as my top holding not long shots. What are your top [--] holdings What are your top [--] holdings"
X Link 2025-12-03T18:47Z 102.3K followers, 176.8K engagements

"The more I read about the Netflix & Warner Bros purchase the more I believe it will go through. 1) Disney purchased Fox and they have more total TV watchtime than Netflix + Warner bros. 2) Netflix + Warner Bros is still less TV watch time than YouTube in the US 3) Paramount is a major movie studio and would lead to more firings if they purchased Warner Bros than Netflix 4) Ted Sarandos actually has become friendly to Trump he has had dinners with him where they shared their love for movies - Trump has never publicly criticized him 5) Paramount funding sources are non-American. They want to"
X Link 2025-12-07T19:00Z 102.1K followers, 129.1K engagements

"This is what the Robotaxi battle looks like between Waymo Tesla and Zoox so far. This is based of public mentions of fully autonomous rides with no employees in the vehicles"
X Link 2025-12-10T16:35Z 102.6K followers, 143K engagements

"@xbc9stazj It's outperformed so far but no guarantees in the future. I have also booked about 100k in net gains on previous winners I have sold (like Chipotle Booking Holdings Apple etc). So the portfolio isn't 100% static"
X Link 2025-12-19T19:27Z 102.7K followers, [----] engagements

"A few thoughts on Duolingo. - Course content is a commodity there is endless course content in existence - An engagement engine that has had [----] a/b tests streaks ladders notifications and adaptive difficulty is not a commodity and Duolingo leads in this by a wide margin - Duolingo does not compete with utility. People wont avoid playing chess because a computer is better at chess and people wont avoid learning a new language because a computer is better at translating the language - Duolingo membership is underpriced under-penetrated in paid members and has operating leverage in its Max"
X Link 2026-01-17T17:08Z 102.1K followers, 71.6K engagements

"What is a more differentiated product with a wider moat Duolingo Salesforce Duolingo Salesforce"
X Link 2026-01-19T19:44Z 101.8K followers, 33.3K engagements

"@ThierryBorgeat Walmart has been executing really well"
X Link 2026-02-09T19:01Z 102.2K followers, [----] engagements

"RT @joecarlsonshow: @amitisinvesting @qualtrim I just bought $140k of Meta and at some point the market is going to remember the 30%+ reven"
X Link 2026-02-11T18:12Z 102.4K followers, [--] engagements

"What is your biggest "buy and hold for life" stock"
X Link 2024-10-10T22:13Z 102.8K followers, 255.9K engagements

"I welcome criticism about any stock I own. Question it criticize it ask me to defend it and justify it under its fundamentals future outlook and current valuation multiples. Here are my current holdings. Maybe you can convince me something I own isn't a good investment anymore. Netflix Amazon ASML Google Booking Holdings Salesforce Costco Mastercard Moody's S&P Global Texas Roadhouse Microsoft"
X Link 2025-02-06T17:59Z 102.7K followers, 89.6K engagements

"Waymo Paid Weekly Driverless Rides Over Time"
X Link 2025-04-24T21:36Z 102.8K followers, 381K engagements

"What's a stock you think would go well in my portfolio that I'm missing out on right now. I'm open to suggestions"
X Link 2025-07-01T23:44Z 102.7K followers, 165.9K engagements

"For those wondering why Costco trades at a higher valuation than NVIDIA here are some factors to consider: Costco didnt 5x its revenue in just two years. Instead over the past [--] years it has steadily grown revenue at 12% annually with a sticky subscription-driven model. Its the definition of reliable and predictable growth. NVIDIA by contrast captured most of its growth in just the past few years. Costcos revenue is diversified across [---] million members while NVIDIAs revenue is heavily concentrated in the capex budgets of just a handful of tech giants. In fact Meta Amazon and Google"
X Link 2025-08-27T23:47Z 102.8K followers, 193.5K engagements

"Hey it's me. I'm from a few years in the future. People are now talking about how they wish they had purchased more Google below $300. I came back in time to tell you"
X Link 2025-10-06T19:09Z 102.8K followers, 490.7K engagements

"If you invest in: - Uber - Tesla - Nvidia - AMD - Palantir - Etc I don't own any of these amazing companies and even so I hope you all make a ton of money in them. Investing is not a zero-sum game. In most cases the market is big enough to support many winners (and that's best for customers). Rooting for stocks you don't own to lose is loser behavior. The only companies I have actively hoped for their loss are ones I consider total scams (like Nikola)"
X Link 2025-10-17T16:37Z 102.7K followers, 110.7K engagements

"Never forget. Netflix sold down -75% because of this"
X Link 2025-11-06T21:21Z 102.7K followers, 442.7K engagements

"I just recently sold a stock (Booking Holdings) for a $15000 gain to further concentrate into top position (mostly Mastercard) That's a total of [--] holdings I have had this year [--] of which are doing well. [--] doing poorly. I have a total of $377000 in unrealized gains and another $117000 in booked gains. Only a loser will try to portray someone as a bad stock picker because [--] out of [--] current holdings did poorly. But yet losers exist on this app. If I did what most people do and never share my portfolio at all I wouldn't have to deal with them. But I feel it's more important to be"
X Link 2025-11-22T19:30Z 102.8K followers, 200.4K engagements

"It's fun to poke fun at Ackman. But there's a good chance if you just buy whatever stock he buys next after he announces it you'll make a lot of money. He's a great investor with a great investing philosophy"
X Link 2025-11-24T18:09Z 102.7K followers, 107.3K engagements

"What are your top [--] holdings"
X Link 2025-12-03T15:28Z 102.8K followers, 294.2K engagements

"I am about flat on this one now. What do you recommend I do with it"
X Link 2025-12-11T19:23Z 102.7K followers, 85.3K engagements

"I don't think I've ever gone into the end of the year feeling better about my portfolio than I do now. In order of holding size: - Mastercard - Google - Amazon - S&P Global - Netflix - Microsoft - ASML - Intuit - Costco - Salesforce - Moody's - Equifax - Texas Roadhouse - Duolingo It's a blend of big tech wide-moat credit rating businesses universally adopted subscription services and a few smaller fast-growing bets. About $530k in gains so far on this $1.4 million portfolio and we're just getting started. https://twitter.com/i/web/status/2002075124963684838"
X Link 2025-12-19T17:54Z 102.8K followers, 110.9K engagements

"What stock have you bought the most in the past [--] days"
X Link 2025-12-26T22:47Z 102.8K followers, 206K engagements

"What's your single biggest bet for 2026"
X Link 2026-01-03T20:46Z 102.7K followers, 255.6K engagements

"The amount of complete ignorance circulating around Visa and Mastercard still to this day shows why there can still be alpha in some of the largest companies in the world. Heres a few facts: [--]. Credit Cards do not charge interest. Banks charge interest. Credit Card companies are tech companies that facilitate transactions and prevent fraud. [--]. The huge majority of the fee you pay when you swipe a card is earned by the bank not the credit card company. For example on a 3% swipe fee the bank will earn 2% the payment processor (stripe or square) will earn .5% and the credit card company earns a"
X Link 2026-01-11T17:27Z 102.7K followers, 354.2K engagements

"Here's how I see things playing out: Trump says to cap credit card rates at 10%. Trump learns from many bankers (like Jamie Dimon) how incredibly damaging and disruptive it would be to really do that. They agree to work on a heavily watered-down walked-back version of this where they implement some new rules and policies to give some groups better rates. This new watered down version will be flown around as a big win for the administration. If we really do get a situation where credit cards are capped at 10% interest. I will be selling my Mastercard position. My thesis incorporates ongoing"
X Link 2026-01-12T21:41Z 102.8K followers, 83K engagements

"Every single investor has winners and losers. Nobody has 100% successful stock picks. Even Buffet Munger Kantesaria Peter Lynch you name it don't. The only person that has 100% successful stock picks is the anonymous guy replying in your comments"
X Link 2026-01-14T16:20Z 102.8K followers, 54K engagements

"New all time highs. Up +15% in [----] after being up 50% in [----]. This one also looked like a loser in the portfolio mid [----] when I was red on the stock. Now up $50k"
X Link 2026-01-15T16:00Z 102.8K followers, 47.5K engagements

"This is absolutely crazy. Also this seems way more difficult than I imagined it to be. This part seems crux tbh. https://t.co/L9QGNtzeds This part seems crux tbh. https://t.co/L9QGNtzeds"
X Link 2026-01-25T02:19Z 102.8K followers, 97.5K engagements

"Ill push back on this a little. Alphabet paid me well over $100k in ad revenue last year. So their content costs are not zero considering Im one of millions of channels. YouTube brokers ads then they split the revenue by giving 55% to the YouTuber. YouTube has you create the content first then they pay based on views. Netflix by contrast pays first then hopes to get views. Netflix model has more operating leverage and likely greater upside. YouTubes is safer and more predictable. YouTube also has immense hosting and infrastructure costs. There are millions of videos being uploaded every"
X Link 2026-01-26T16:56Z 102.8K followers, 97.5K engagements

"ASML is up +100% in the past [--] months up +40% in the past month alone and just posted earnings so good that it's trading basically flat on the day. What an absolute beast"
X Link 2026-01-28T15:10Z 102.8K followers, 89K engagements

"Buying software companies should come with a disclaimer that its not good for your mental health"
X Link 2026-01-29T16:53Z 102.8K followers, 82K engagements

"I bought Meta stock. And will continue building it to a large position. Theres no rocket science behind it. I see low valuation high growth and a wide moat"
X Link 2026-02-02T14:37Z 102.8K followers, 124.5K engagements

"It's an actual bloodbath out there. Price eventually follows fundamentals. [--] stocks where cash flows tell a very different story than the stock price: [--]. $DUOL - Duolingo: -77% https://t.co/W1YC6xG88B Price eventually follows fundamentals. [--] stocks where cash flows tell a very different story than the stock price: [--]. $DUOL - Duolingo: -77% https://t.co/W1YC6xG88B"
X Link 2026-02-10T18:30Z 102.8K followers, 110.8K engagements

"I'm glad I bought heavily into Meta before Ackman did so nobody can accuse me of following him and outsourcing my thoughts to others. Meta is the correct answer Ackman team was smart enough to realize that. It's easily one of the best risk reward stocks in the market. Meta is at a low valuation It's insulated from AI risk it's growing incredibly fast and the CAPEX spend has already proven to be very effective. It's a no brainer. https://twitter.com/i/web/status/2021625275747069991 https://twitter.com/i/web/status/2021625275747069991"
X Link 2026-02-11T16:40Z 102.8K followers, 55.9K engagements

"Stop telling me i'm biased for critisizing Chinese companies. I have been so openly critical on Musk/Tesla on so many different subjects including Grok. Tesla investors know this. I have been critical of US on so many subjects including lambasting our own senators just a video or so ago. I'm also openly critical of the EU and have been vocally against many of the moves they have made. China doesn't get a pass either. I have never seen an AI model produce as much obviously copyrighted material as this latest model that's fully re-creating Seinfeld Breaking Bad etc scenes"
X Link 2026-02-12T19:00Z 102.8K followers, 19.2K engagements

"Since Jassy became CEO of Amazon: Revenue has increased by over 50% Operating Margins have almost doubled operating cash flow has increased by almost 150%. Yet the stock price is only up 20%. He started as CEO with Amazon at a 60x PE now it's at a 27x PE. That's tough taking over a company at a high valuation. https://twitter.com/i/web/status/2022044868424642779 https://twitter.com/i/web/status/2022044868424642779"
X Link 2026-02-12T20:27Z 102.8K followers, 106.3K engagements

"Is it time to buy Uber Bill Ackman is in it with 20% of his portfolio. Even as Waymo grows Uber's volume difference is insane and there's strong secular trends in their favor. I haven't felt a need for this one in the portfolio yet. But if they successfully get critical mass of AV's integrated into their network this one will have a long path of profitable growth. A quick reminder: Bill Ackman loaded up on Uber two quarters ago. MAUs are growing 17% YoY and accelerating. $UBER https://t.co/sZEHsUkMsa A quick reminder: Bill Ackman loaded up on Uber two quarters ago. MAUs are growing 17% YoY"
X Link 2025-11-21T18:58Z 102.8K followers, 109K engagements

"Netflix just reported that they have [---] million subscribers. Remember just a few years ago the stock sold down -75% because of a [--] million subscriber miss. They have gained [---] million additional subscribers since that sell off"
X Link 2026-01-20T21:17Z 102.8K followers, 170.5K engagements

"I expect Netflix to have ARPU growth for a very long period of time. I imagine a day when were paying $50+ for Netflix every month. And Netflix is spending hundreds of millions of dollars on a single TV show. When they own live events stand up specials sporting events kids entertainment and prestige TV. Netflix will represent professional media. This weekend they have Alex Honnold climbing a skyscraper live (without a net or harness). This is the type of stuff people want to watch. You will want to be watching it. The stock is down a little only because theyre halting buybacks to save for"
X Link 2026-01-21T15:52Z 102.8K followers, 55.2K engagements

"That's a lot of investors"
X Link 2026-01-24T03:25Z 102.8K followers, 40.4K engagements

"One thing also worth mentioning. This is just YouTubes ad revenue consider the fact that this does not include subscription revenue which theres over [---] million YouTube premium members. YouTube is a crown jewel on planet earth. You should own this stock"
X Link 2026-01-26T17:06Z 102.8K followers, 14.6K engagements

"I once saw a video of a few guys that jumped in and became "trapped" in a whirlpool like rip tide off the coast of California. It looked dangerous but they eventually swam out. All the people in the comments said "they are risking their lives for nothing This is insanely dangerous" Then one of their moms commented saying that her boy was a professional surfer that can swim for hours in salty water with no problem with salt water splashing in his face and at no point in the video was he in any kind of danger. She said to not judge the danger someone else is in by comparing it to your own skill"
X Link 2026-01-26T19:04Z 102.8K followers, 42K engagements

"Can't say I'm shocked"
X Link 2026-01-28T16:59Z 102.8K followers, 109.9K engagements

"Google does it again. Another incredible report. Google just grew cloud 48% Revenue grew 18% Search grew 17% Gemini has [---] million monthly users More than [---] million paid subscriptions $GOOG $GOOGL"
X Link 2026-02-04T21:13Z 102.8K followers, 137.1K engagements

"I just want to get this straight. Big tech companies which with the smartest leaders in the world and smartest employees in the world with billions of daily users on dozens of platforms all have decided to build out God-like super-computing powers and this makes you bearish"
X Link 2026-02-05T15:39Z 102.8K followers, 123.5K engagements

"@amitisinvesting @qualtrim I just bought $140k of Meta and at some point the market is going to remember the 30%+ revenue growth and go oh wow thats crazy maybe it should trade more than a [--] PE"
X Link 2026-02-08T19:05Z 102.8K followers, 56K engagements

"Highly customizable and aesthetically beautiful charts are coming to Qualtrim soon. We're pushing the limits of how beautiful a chart can be. The thing that will remain the same is the price: $10/month (with a free trial)"
X Link 2026-02-09T19:30Z 102.8K followers, 33.1K engagements

"Obviously I'm way biased but I'm already totally obsessed with this feature and the testers on it right now love it. It's so easy and fun to use. This isn't even the only cool thing we're working on too. Qualtrim is going to get a lot better in 2026"
X Link 2026-02-09T20:01Z 102.8K followers, 17.1K engagements

"This SPGI / MCO sell-off is intense. These companies are supposed to be boring utility-like duopolies not battleground stocks. I'm staying put for now. I wonder what Dev Kantesaria and Chris Hohn will do as they have a significant portion of their massive funds in these stocks"
X Link 2026-02-10T17:54Z 102.8K followers, 68.5K engagements

"I really do not believe that a Chinese AI video slop generator thats obviously trained on copyrighted data and violating multiple laws is going to kill Netflix. Ive been through a Netflix sell off before but last time Netflix wasnt generating $10 billion in free cash flow"
X Link 2026-02-12T17:45Z 102.8K followers, 80.1K engagements

"The tariff war was a scare that I thought was mostly superficial and a dip worth buying. I made it public to buy the dip. Silicon Valley Bank was another scare I thought was short term and another easy dip buying opportunity. Netflix being killed by Disney+ and HBO in [----] was another narrative I did not believe and continued buying Netflix. ChatGPT killing google search was another narrative I didnt believe and I continued buying Google. AI killing software companies is a dip that Ive given much greater respect to and have not been as flippant or black and white about. Because I think there"
X Link 2026-02-13T17:13Z 102.8K followers, 61.4K engagements

"I think Palantir is insanely overvalued. It has a bigger market cap than Netflix while Netflix produces over double the free cash flow that Palantir produces in revenue. To me buying or owning Palantir is playing with fire. But so far the stock just keeps going up so what do I know. 🤷♂ https://twitter.com/i/web/status/2022771949315985919 https://twitter.com/i/web/status/2022771949315985919"
X Link 2026-02-14T20:36Z 102.8K followers, 101.8K engagements

"@Eselim13 I have made this point for a long time now"
X Link 2026-02-14T20:40Z 102.8K followers, [----] engagements

"It may surprise you that investors use things like price to sales price to earnings and price to cash flow to value a business. Netflix will be fine long time because its not a castle in the sky. The price is based on solid valuation fundamentals that dont need narrative extrapolations to justify. https://twitter.com/i/web/status/2022773518430265411 https://twitter.com/i/web/status/2022773518430265411"
X Link 2026-02-14T20:42Z 102.8K followers, [----] engagements

"@ManzTrades Ive been so focused on my own stocks going down I didnt realize palantir was down 😂"
X Link 2026-02-14T20:49Z 102.8K followers, [----] engagements

"I agree paying customers are always much more respectful than free. I run a fairly large paid membership as well and see the same thing. But I do sincerely think it's still to your benifit to address some debate points outside of a paywalled community. For example if you gave extremely logical and convincing rebuttle to the main points Amit brought up it would likely convince more people to join your paid community for continued discussion. I say this as someone that's on your side with Palantir not Amits. In any case that's just my 2c. I'll look forward to your updates"
X Link 2026-02-15T01:30Z 102.8K followers, [----] engagements

"Adobe's 10-Year Valuation Change: - Price To Operating Cash Flow: -61% - Price to Earnings: -76% - Price to Free Cash Flow: -65% - Price to Sales: -46% Is the pain over Have multiples compressed enough"
X Link 2026-02-16T01:01Z 102.8K followers, 27.6K engagements

"Meanwhile they continue growing revenue and operating margins are near all time highs"
X Link 2026-02-16T01:05Z 102.8K followers, 24.8K engagements

"I think that's a big part of my apprehension in looking at this one. If you buy a stock you buy their future price raises you don't buy the past. You double revenue going from $20/month to $40 then you build revenue even more by adding new customers. Now at $80/month it's very hard to double prices again and it's even harder to continually find new seats when there's growing competition. I'm just unsure of how much they can continue relying on price increases. But none of this is new to any Adobe investor and a lot of my concerns are already being priced into the stock"
X Link 2026-02-16T01:11Z 102.8K followers, [----] engagements

"Every stock I consider buying right now I ask my self: "Is this a better risk-adjusted bet than Google at a [--] PE". The answer is almost always no"
X Link 2025-10-01T16:05Z 102.4K followers, 109.3K engagements

"Andy Jassy the current CEO of Amazon has been with the company for [--] years. In [----] he played a pivotal role in creating and scaling AWS which is the most valuable part of Amazon. A significant portion of the modern internet is powered by AWS. Amazon today is worth $2.4 Trillion and is one of the most critical companies to the US and the world. Yet the CEO makes less money than many YouTubers comedians podcasters professional athletes and actors that don't manage or guide anything nearly as important or critical to the US or have millions of employees. We need to stop pretending that the CEO"
X Link 2025-10-09T02:04Z 102.4K followers, 1.5M engagements

"I will be buying any and every sell off of Amazon thats caused by tariffs"
X Link 2025-10-10T21:49Z 102.4K followers, 116.8K engagements

"Amazon stock is up 1% as they successfully take down half the internet"
X Link 2025-10-20T14:54Z 102.5K followers, 776.2K engagements

"One thing I have never understood and maybe never will is why already rich people choose to take risks with the law for more money"
X Link 2025-10-23T15:57Z 101.7K followers, 21.3K engagements

"Google hit a new all time high. The valuation to quality gap between Google and the rest of big tech is quickly being filled in. I hope you have taken advantage over the past [--] months. Ive made a hundred videos to remind you"
X Link 2025-10-24T14:34Z 102.4K followers, 175.4K engagements

"Excellent job Lina Khan you successfully destroyed iRobot a company that Amazon wanted to purchase but you blocked it for fear of a creating some kind of robot vacuum monopoly. Now which companies are winning Well of course Roborock a Chinese robot vacuum company that's flooded the US market and has better infrastructure and development. Another example of our own government destroying our own companies for the benefit of foreign competitors. https://twitter.com/i/web/status/1982873472671043983 https://twitter.com/i/web/status/1982873472671043983"
X Link 2025-10-27T18:14Z 102.4K followers, 1.5M engagements

"ALPHABET Q3 BEAT 💪 Revenue $102.35B (est $99.85B) Services $87.05B (est $84.67B) Search $56.57B (est $54.99B) Cloud $15.16B (est $14.75B) Spectacular report fully expected. This is a $300 stock. Congrats to all that have been along for the ride"
X Link 2025-10-29T20:05Z 102.4K followers, 72.6K engagements

"I don't know if people realize how insane it is to have a stock run-up into earnings as much as Google did even trading up almost 3% on the day only to be up 4% after it posts earnings. This only happens when a stock drops a monstrous report which they just did. Incredible"
X Link 2025-10-29T20:16Z 102.3K followers, 71.7K engagements

"What a spectacular week. Congrats everyone that's in Google and Amazon"
X Link 2025-10-30T21:04Z 102.3K followers, 55.4K engagements

"One of the most misleading charts in finance. First: This ignores cash flow. Real estate makes a bigger portion of income from cash flow than stocks. This is like comparing the S&P [---] to a dividend fund without counting dividends in the return. Second: this ignores leverage. When I bought my first home I paid $20k down for $155k of home. I sold it for $220k [--] years later. So I made $65k in gains in [--] years on 20k of cash. This chart assumes you pay for your home in all cash when that is the exception not the rule. Third: This chart leaves out that you have to live somewhere. Housing is not"
X Link 2025-10-31T15:33Z 102.4K followers, 661.4K engagements

"Palantir valuation vs other companies"
X Link 2025-11-03T16:38Z 102.6K followers, 373.8K engagements

"I can't believe I got myself in a situation where I get paid to talk to awesome people about stocks and investing all day. What a life. SUPER grateful to be where I am. Hoping everyone can do something they really enjoy in life"
X Link 2025-11-05T20:42Z 102.3K followers, 55.4K engagements

"I ranked the moat status of my own companies. Do you think it's accurate"
X Link 2025-11-19T00:00Z 101.4K followers, 177.4K engagements

"My Top Positions: - Mastercard - Google - Amazon - S&P Global - Netflix These [--] companies make up over half my $1.3 million portfolio"
X Link 2025-11-24T21:40Z 101.2K followers, 95.8K engagements

"Duolingo will likely close out the year being down -50% I think there is a market and need for a consolidated winner in AI-Driven Ed-Tech. A global platform that teaches language math science music chess etc. Duolingo is best set up to accomplish that goal. They have the addiction-factor down and leverage that into learning. If you actually look at the financials of the company it looks very strong. I'm not betting the farm on it. I put 2% of my port in added a little more after it dropped. But I'm going to hold and slowly add unless the fundamentals give me a solid reason to sell"
X Link 2025-11-24T22:51Z 101.7K followers, 74.2K engagements

"It doesnt matter if actors dont like it. It doesnt matter if writers dont like it. It doesnt matter if liberal or conservative politicians cry and whine about it. It doesnt matter how much Elizabeth Warren shrieks about it. It doesnt matter if you personally think its a good or bad thing. This is America. Transactions arent decided by public outrage or popular vote. Theyre decided by two parties who willingly agree and as long as the deal is legal. The only thing that matters to regulators if Netflix can buy Warner Bros is if it creates a monopoly which it clearly does not. Even at the"
X Link 2025-12-06T15:29Z 102.6K followers, 37.1K engagements

"What do you think will be the best performing mag [--] / big tech stock in 2026"
X Link 2025-12-14T18:01Z 102.6K followers, 135K engagements

"Netflix is officially in the podcast game. Starting early [----] Netflix will be the exclusive home for the video versions of iHeartRadios top podcasts including The Breakfast Club My Favorite Murder Joe and Jada Dear Chelsea Bobbycast and This Is Important alongside a robust slate of additional shows. https://t.co/x2uqa3vFkm Starting early [----] Netflix will be the exclusive home for the video versions of iHeartRadios top podcasts including The Breakfast Club My Favorite Murder Joe and Jada Dear Chelsea Bobbycast and This Is Important alongside a robust slate of additional shows."
X Link 2025-12-16T17:09Z 102.3K followers, 54.2K engagements

"Just a FYI: If Paramount is successful in buying WBD they will have a debt to ebitda ratio of about [--]. That is scary. For reference anything above [--] is concerning at [--] that's terrifying. It means the company is totally swamped with debt and would have to make insane cuts to budget and costs just to survive it's huge interest payments. If Netflix buys WBD the debt to EBITDA will be less than [--]. Which means they can easily afford the deal easily make payments on the debt while still growing the industry and not concerning themselves with massive layoffs and budget cuts"
X Link 2025-12-17T19:50Z 102.7K followers, 96.4K engagements

"If you're not following @qualtrim you're missing out. So many free and interesting visual insights on companies"
X Link 2025-12-23T19:29Z 102.3K followers, 20.8K engagements

"I have been buying Netflix. I think theres a very good chance they end up with HBO and have a well of incredible IP to pull from for the next [--] years without the downside of any declining cable TV businesses. Netflix management has proven themselves time and time again. $NFLX What stock have you bought the most in the past [--] days What stock have you bought the most in the past [--] days"
X Link 2025-12-27T00:55Z 101.4K followers, 103.2K engagements

"What the heck is going on today"
X Link 2026-01-05T17:01Z 101.5K followers, 481.3K engagements

"These robots will be commoditized. Many companies will have a version of them. What isnt commoditized is amazons $450 billion retail business and [---] million employees. Theres only one company that stands to massively benefit from automation of robots to this degree and its Amazon. NEWS: Boston Dynamics has just released a new video of its upgraded next-generation humanoid robot called Atlas. [--] hour battery. Self-swappable for continuous operation [--] feet [--] inches tall Weight: [---] lbs [--] total degrees of freedom Now fully electric ditching https://t.co/t9KOlxbaiM NEWS: Boston Dynamics has just"
X Link 2026-01-06T19:43Z 101.3K followers, 87.7K engagements

"We're getting real close"
X Link 2026-01-09T16:30Z 101.3K followers, 104.8K engagements

"1 developer. No funding 100% paid for out of pocket. The entire website is designed by me. First reached [-----] paid Patreon members then built a direct signup through Stripe In two months Stripe has [----] paid members. Industry crushing retention churn trial-conversion metrics. Generating over [--] million a year in revenue with high margins. Now doubling the team from one all-star dev to two hiring customer service reps and marketing pros. All tools and features are focused on high-value signal not bloated data-noise. [----] is going to be a good year. I have multiple significant features"
X Link 2026-01-09T18:09Z 101.3K followers, 73.2K engagements

"Does capping interest expense at 10% for credit cards make sense Of course it doesnt it will simply result in a huge amount of people never being offered credit. But no tax on tips doesnt make sense either. Why should a server not pay taxes but a checker or cashier pays taxes Many of Trumps policies are about being popular not making sense. And republicans should be honest and admit that. https://twitter.com/i/web/status/2010073752172933510 https://twitter.com/i/web/status/2010073752172933510"
X Link 2026-01-10T19:38Z 101.3K followers, 55.2K engagements

"Since posting this Google is up +32% while the S&P [---] is up +7%. Google has outperformed the market by a factor of [--] over the past [--] months. It will likely continue to outperform the market for the next year too. Don't clip your flowers to water the weeds. Hey it's me. I'm from a few years in the future. People are now talking about how they wish they had purchased more Google below $300. I came back in time to tell you. Hey it's me. I'm from a few years in the future. People are now talking about how they wish they had purchased more Google below $300. I came back in time to tell you"
X Link 2026-01-12T18:33Z 101.3K followers, 116.1K engagements

"A dip worth buying. The 10% credit card rate cap has almost no chance of passing. There is a small coalition that supports it (AOC Liz Warren Josh Howley Anna Paulina Luna) but theyre a minority. This would need to pass both the Senate and the House and moderate republicans dont want price controls and moderate democrats dont want poor people to lose access to credit. Nobody wants to be responsible for consumers losing their credit card"
X Link 2026-01-13T17:20Z 101.3K followers, 117.1K engagements

"Yesterday I hit 100k followers on X the same day I went past $100k gains in Google. A good day overall. Thanks everyone for following"
X Link 2026-01-13T17:25Z 101.3K followers, 46.6K engagements

"30 years from now there will be rich people and poor people. The poor people will be the ones that put their money into sports betting and prediction markets. The rich will be the ones that bought stocks of highly productive companies. Choose wisely"
X Link 2026-01-14T01:50Z 101.3K followers, 82.5K engagements

"I dont know why Im comparing these two things. Doesnt make sense. But still fun to see. I think a full enterprise that uses salesforce has incredibly high switching costs. So Salesforce probably wins there. Duolingo is likely more differentiated. Its just a bit better smoother easier to use and more refined than the competition making it so it continues with massive user adoption. But it certainly has lower switching costs and locking of their customers. https://twitter.com/i/web/status/2013337973224546703 https://twitter.com/i/web/status/2013337973224546703"
X Link 2026-01-19T19:49Z 101.3K followers, 22.1K engagements

"@olof_falk Yes. Well I did put significantly more into ASML than DUOL for that reason"
X Link 2026-01-19T19:52Z 101.2K followers, [---] engagements

"@fatc88 This is why we have content being hidden behind paywalls and so many integrated sponsorships. The market always finds a way"
X Link 2026-01-26T17:11Z 101.3K followers, [----] engagements

"Sundar A few years ago investors like Brad Gerstner spread fear saying your business model was broken by ChatGPT. Investors like Chris Hohn said you should fire employees and cut Waymo investment. Investors like Philippe Laffont said you were complacent and not innovative and had fallen behind. You have proven all of them wrong. Please continue to run Google exactly like you have and ignore all the yapping from these investors. https://twitter.com/i/web/status/2020330079231046117 https://twitter.com/i/web/status/2020330079231046117"
X Link 2026-02-08T02:53Z 101.8K followers, [--] engagements

"Maturing is not wanting to tax other people more simply because they exist in a different tax bracket than you. It's wanting to keep a consistent and logical approach to taxes even when it doesn't benefit you personally to do so. I'm not a billionaire I will never be one. But confiscating percentages of their wealth just because they're at that level is simply bad policy and a scary one. Once you go down the path of being able to seize people's assets just because they have them there's no telling where that leads"
X Link 2025-12-29T19:00Z 102.7K followers, 63.5K engagements

"Reading about Tulip mania is wild. It seems crazy that people were willing to pay tens of thousands of dollars for something that has no particle use or intrinsic value. Who would pay so much for something where the only bull case for it is trying to convince the next guy to pay even more Anyway history is crazy. Glad we have nothing like that going on anymore"
X Link 2024-12-16T22:12Z 102.8K followers, 575.8K engagements

"Netflix found a way to buy all the good stuff from Warner Bos. The production Studios the epic movie franchise all the boutique high-end HBO series without any of the legacy cable-discovery assets. It's really incredible how management has executed on this company. $NFLX"
X Link 2025-12-05T18:03Z 102.8K followers, 50K engagements

"Just remember: if you think the hedge funds are "too smart" and have "extra data" that you don't so you may as well not compete with them. The fund that billionaire investor Philippe Laffont runs called Coatue with $50 billion in AUM and is supposed to be a prestigious tech fund didn't even list Google as a top [--] AI company because they thought it would be destroyed by ChatGPT"
X Link 2026-01-09T17:41Z 102.8K followers, 137K engagements

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