@masarutrades masaru

masaru posts on X about target, price to, flow, cash flow 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 finance technology brands financial services #874 cryptocurrencies countries social networks automotive brands currencies exchanges

Social topic influence target #1743, price to #59, flow, cash flow #429, strong, ai, breaking, wall street #1387, $nvo #190, $googl #2594

Top accounts mentioned or mentioned by @kobeissiletter @koyfincharts @manuinvests @kyleadamsstocks @watcherguru @fiscalai @zerohedge @peterschiff @stockmktnewz @altcoinpediax @jakepaul @qcapital2020 @elonmusk @spacex @sw91 @dudewhoinvests @amibolaresearch @earnyearns @qualtrim @incomesharks

Top assets mentioned Novo-Nordisk (NVO) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Uber Technologies, Inc. (UBER) Goldman Sachs (GS) Duolingo, Inc. (DUOL) Pinterest, Inc. (PINS) Bitcoin (BTC) Metadium (META) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Citigroup Inc (C) Adobe, Inc. (ADBE) Coinbase Global Inc. (COIN) Trade Desk, Inc. (TTD) Mario Coin (COIN) PayPal Holdings Inc (PYPL) Hims & Hers Health, Inc. (HIMS) Netflix Inc (NFLX) SPDR GOLD ETF (GLD) Rivian Automotive, Inc. (RIVN) GammaSwap (GS) Apple, Inc. (AAPL) UiPath, Inc. (PATH) Robinhood Markets, Inc. (HOOD) AppLovin Corporation (APP) DraftKings Inc. Class A Common Stock (DKNG) Iridium Communications Inc. (IRDM) Now Coin (NOW) Reddit, Inc. (RDDT) Upstart Holdings, Inc. (UPST) Lyft, Inc. Class A Common Stock (LYFT) Cisco Systems Inc (CSCO) HUBSPOT, INC. (HUBS) Palo Alto Networks Inc (PANW) Fiserv, Inc. (FI) Palantir Technologies Inc. (PLTR) Advanced Micro Devices (AMD) Eli Lilly and Company (LLY) Strategy (MSTR) Applied Materials, Inc. (AMAT) Dutch Bros, Inc. (BROS) Toast, Inc. (TOST) iShares BTC Trust (IBIT) VICI Properties, Inc. (VICI) Omnicom Group Inc. (OMC) Sezzle Inc. Common Stock (SEZL)

Top Social Posts

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

"What am I watching lakers"
X Link 2025-01-08T02:18Z [--] followers, [--] engagements

"@jakepaul Surely fight Nate Diaz"
X Link 2025-11-04T04:41Z [--] followers, [--] engagements

"Is Pintrest $PINS to cheap to ignore Pinterest is a high-growth high-margin social media ad platform trading at a single-digit P/E (9.43) while expecting to grow earnings per share at 25% - 28% over the next [--] years. The balance sheet is rock-solid. Why are investors missing the monetization story My bull case in a thread below"
X Link 2025-12-07T07:18Z [--] followers, [----] engagements

"Why Ive Added PayPal ($PYPL) to My Portfolio And why you should too. PayPals leaning hard into profitable growth and meaningful margin expansion all while buying back shares like theres no tomorrow. Right now $PYPL is sitting around its long-term monthly lows levels that have consistently attracted strong volume over the years. P/E: [-----] 5-Year PEG: [----] The full bull case for PayPal is in the thread below"
X Link 2025-12-08T04:40Z [--] followers, [---] engagements

"I. Aggressive Share Buybacks PayPal is committed to deploying a significant portion of its Free Cash Flow (often 70-80%) to share repurchases. These buybacks reduce the share count directly boosting Earnings Per Share (EPS) which acts as a powerful non-organic growth driver for the stock price. The other way I like to think about share repurchases is simple supply and demand dynamics. Decreased Supply 👇 Increased Demand 👆"
X Link 2025-12-08T04:40Z [--] followers, [--] engagements

"Much like the rest of Twitter its hard not to like $ADBE. P/E: [----] Forward P/E: [-----] PEG (1-year): [----] PEG (5-year): [----] Return on Invested Capital: 37.22% Return on Equity: 52.87% Operating Margin: 36.29% Share Buybacks: Adobe has reduced its total shares outstanding by around 18% since [----]. On $ADBE could be "different this time".but someone shared this chart + note: 'since mid [----] revenue has increased sequentially in [--] out of [--] quarters. Since release of ChatGPT Adobe has seen [--] pressure on margins + revenue continues to hit ATH each quarter' https://t.co/pzVNuuNBPX On $ADBE could"
X Link 2025-12-09T00:49Z [--] followers, [---] engagements

"@qcapital2020 Nike looks like a classic value trap to me trailing P/E around [--] with a 5-yr PEG near [--]. Hard to justify that multiple with current growth trends. Id say fair value is closer to $50"
X Link 2025-12-09T18:29Z [--] followers, [----] engagements

"Novo Nordisk $NVO Primed for a Move Up 🚀 Fundamentally Undervalued Technically Massive bullish accumulation at monthly lows is undeniable (check the chart). Weak hands get shaken out Strong hands take control Once sentiment flips it will move fast. Trailing P/E: [----] (lowest since 2017) Forward P/E: [----] 1-yr PEG: [----] 5-yr PEG: [----] Share count down 21% from highs"
X Link 2025-12-09T22:14Z [--] followers, [----] engagements

"$NVO up 5.7% today. Not too late to buy in 🚀 Novo Nordisk $NVO Primed for a Move Up 🚀 Fundamentally Undervalued Technically Massive bullish accumulation at monthly lows is undeniable (check the chart). Weak hands get shaken out Strong hands take control Once sentiment flips it will move fast. Trailing P/E: [----] https://t.co/o98RD0noFJ Novo Nordisk $NVO Primed for a Move Up 🚀 Fundamentally Undervalued Technically Massive bullish accumulation at monthly lows is undeniable (check the chart). Weak hands get shaken out Strong hands take control Once sentiment flips it will move fast. Trailing"
X Link 2025-12-10T21:27Z [--] followers, [---] engagements

"SpaceX IPO [----] The pressure is ON. 📈 🛰 Amazon $AMZN Leo (Project Kuiper) could become a real threat to Starlink and SpaceX's most important revenue stream. 🚀 Starlink drives 60% of SpaceXs revenue and that cash is critical for fueling Starship development - so this is a real threat. @elonmusk @SpaceX"
X Link 2025-12-11T06:18Z [--] followers, [--] engagements

"Oracle ($ORCL) down 10% today is it a buy Its a no from me dog. Short-term traders: prime setup for a high-vol resistance bounce. Long-term: 🚩🚩🚩 Valuation Is Reasonable: PE: [----] Forward PE: [----] PEG (1Y): [----] lowest since [----] 🚨 Major Red Flags Balance Sheet & Cash Flow Debt-to-Equity: [----] 😬 Free Cash Flow: $10B (first negative print since 1999) So while the valuation looks okay the combo of heavy leverage and negative cash flow for first time since [----] makes the long-term picture a tough sell"
X Link 2025-12-11T22:15Z [--] followers, [--] engagements

"Oracle $ORCL down 10% today is it a buy Its a no from me dog. Short-term traders: Prime setup for a high-vol resistance bounce. Long-term: Major Red Flags 🚩 Valuation Is Okay: PE: [----] Forward PE: [----] PEG (1Y): [----] lowest since [----] 🚨Balance Sheet & Cash Flow is where it falls off a cliff. Debt-to-Equity: [----] 😬 Free Cash Flow: $10B (first negative print since 1999) So while the valuation looks okay the combo of heavy leverage and negative cash flow for first time since [----] makes the long-term picture a tough sell"
X Link 2025-12-11T22:53Z [--] followers, [---] engagements

"The Debt-Fueled AI Bet is Crushing Cash Flow. Oracle is making an all-in debt-financed bet on future AI demand. Oracle has historically been a capital-light software company with low CapEx and high FCF. That model has been abandoned for the high-CapEx model of a hyperscale cloud provider. Will this pay off Source @fiscal_ai"
X Link 2025-12-11T23:31Z [--] followers, [--] engagements

"🚨 Buying Pinterest $PINS Fundamentally the stock is very undervalued and is sitting near a key support zone. If we see further downside Ill look to size in fully. Full thesis in the thread below 👇 Is Pintrest $PINS to cheap to ignore Pinterest is a high-growth high-margin social media ad platform trading at a single-digit P/E (9.43) while expecting to grow earnings per share at 25% - 28% over the next [--] years. The balance sheet is rock-solid. Why are investors missing https://t.co/I19rQbGBpD Is Pintrest $PINS to cheap to ignore Pinterest is a high-growth high-margin social media ad platform"
X Link 2025-12-12T20:01Z [--] followers, [---] engagements

"TradeDesk $TTD is looking very good at these levels 👀 When analysing a company I focus on the numbers not the narratives people create. This is a high-quality growth business funded by its own free cash flow (a key Warren Buffett principle). On fundamentals alone $TTD looks undervalued. P/E: [--] Forward P/E: [----] PEG [--] Year: [----] PEG [--] Year: [----] $500M share buyback announced. Technicals: Volume has been steady over the past few months but has yet to find a strong base. I will wait for stronger volume and base before buying in. Patience pays 📉➡📈"
X Link 2025-12-12T20:33Z [--] followers, [----] engagements

"Free Cash Flow Machine: Trade Desk runs a capital-light software platform. As a result: Operating margins are high Capital expenditure is relatively low A large portion of revenue converts into free cash flow Free Cash Flow by Year 📈 2022: $456 M 2023: $543 M 2024: $632 M Trailing 12-Month (2025) $678 M"
X Link 2025-12-12T20:54Z [--] followers, [---] engagements

"Why $PYPL is one of the cheapest high-quality setups right now 👇 Strong cash flows. Undervalued growth. Improving profitability. Yet the market still prices it like its dying. 💸 Valuation (deeply undervalued): P/E: [--] Forward P/E: [--] PEG: [----] FCF Yield: 9.65% 🔥 Growth: EPS growth (5Y NTM): 12% Revenue CAGR (LTM): 10% ⚙ Profitability (improving): ROIC: 15.4% Operating margin: 19.2% Shares outstanding down 21% since [----] 📊 Fundamentally: Undervalued 🚀 Technically: Years of strong volume accumulation at these levels Weak hands get shaken out. Strong hands taking control"
X Link 2025-12-13T19:52Z [--] followers, [---] engagements

"Key watchlist for this week🔍 [--]. Trade Desk $TTD Sentiment is extremely negative and I dont fully disagree. That said this looks oversold to me. Fundamentally I believe its now undervalued. Ill only buy if we see: ✅Price stabilization ✅Strong volume accumulation Rule I never break: Never catch a falling knife. Let price + volume confirm the fundamentals. [--]. Adobe $ADBE Strong Q3 earnings. Fundamentally solid business. Technically weve seen strong volume at these levels. Im not chasing Ill wait for a pullback to enter. https://twitter.com/i/web/status/2000295420040454280"
X Link 2025-12-14T20:02Z [--] followers, [---] engagements

"Trade Desk ($TTD) Analysis📊 Valuation is cheap vs Growth: Forward P/E: 18.6x PEG: [----] 5Y Revenue CAGR: 30.7% EBITDA Margin: 22% On a Free Cash Flow basis $TTD looks expensive today: FCF Yield: 3.9% FCF/Share: $1.42 But context matters - This is a company early in its FCF ramp not a mature cash cow. Free Cash Flow Trend 📈 2022: $456 M 2023: $543 M 2024: $632 M Trailing 12-Month (2025) $678 M. $500M share buyback announced. Management buying their own stock during peak negativity is telling. Valuation Scorecard - powered by @KoyfinCharts https://twitter.com/i/web/status/2000295428357824781"
X Link 2025-12-14T20:02Z [--] followers, [---] engagements

"Fiserv $FISV: Deep Value or Value Trap 🪤 After a brutal -40% post earnings dump volume has surged at the lows - looks like big money is accumulating. By the numbers Fiserv is a profitable cash-generative business trading at value multiples historically reserved for low growth companies. 🔥Valuation (undervalued): P/E: [----] Forward P/E: [---] PEG: [----] FCF Yield: 12.5% (massive cash generation) FCF per share: $8.60 📈Growth isnt flashy but its still there: EPS est. 5Y CAGR: 7.4% Revenue CAGR (5Y): 7.0% 💰Profitability remains strong: EBITDA margin: 43% ROIC: 9.5% Net Debt / EBITDA: 3.1x is"
X Link 2025-12-15T01:27Z [---] followers, [----] engagements

"🏯Fiserv's MOAT is wider than most think. Fiserv is a global financial technology leader serving thousands of financial institutions including 40%+ of U.S. banks through its core processing systems. Over 80% of revenue comes from processing and services which is stable and reoccurring. Once a bank is embedded switching is expensive risky and disruptive. High switching costs + long-term client relationships = Durable recurring cash flows. https://twitter.com/i/web/status/2000377072263545128 https://twitter.com/i/web/status/2000377072263545128"
X Link 2025-12-15T01:27Z [---] followers, [---] engagements

"Increased Pace of Buybacks: Fiserv has accelerated its share repurchase plan increasing its target from 110% to approximately 130% of Free Cash Flow (FCF). This move signals management's strong confidence in the company's cash generation and its belief that the stock is currently undervalued. Supply 👇 Demand ☝ Share Price ☝"
X Link 2025-12-15T01:27Z [--] followers, [---] engagements

"Fiserv Valuation Scorecard: Powered by @KoyfinCharts"
X Link 2025-12-15T04:39Z [--] followers, [---] engagements

"🚨 BUY Bitcoin $IBIT Bitcoins been stuck in a whipsaw but this pullback looks like an opportunity not a breakdown. $BTC saw heavy volume in the lowmid $80000s. As long as bulls defend this zone the path of least resistance is higher. Volatility shakes out weak hands. Strong hands step in and take control 🫡 https://twitter.com/i/web/status/2000633509178937697 https://twitter.com/i/web/status/2000633509178937697"
X Link 2025-12-15T18:26Z [--] followers, [---] engagements

"11. $Uber Forward PE: [----] PEG [--] year: [----] (implies a 31% growth rate) Revenue CAGR (FY TTM) - 35.41% ROIC: 77.5% Uber is the dominant global mobility and delivery platform with unmatched scale across rides food delivery and logistics. Its two-sided marketplace creates powerful network effects that new entrants struggle to replicate. Free cash flow has surged as the business scales giving Uber significant financial flexibility. Management is deploying this cash intelligently including a sizeable share buyback signaling confidence in the durability of earnings. A category-defining platform"
X Link 2025-12-15T19:20Z [--] followers, [----] engagements

"🚨 BUY Pinterest $PINS The market is pricing Pinterest like a slow grower The fundamentals say otherwise. Pinterest is a rare mix of high growth + value setup. 🔥 Valuation vs Growth Forward P/E: 13.9x PEG: [----] (growth at a deep discount) Free Cash Flow Yield: 6.5% ROIC: 37.5% Revenue CAGR (5Y): 24% Thats high-quality growth and free cash flow at a value multiple. 📈 Whats driving growth Improving international average revenue per user (ARPU) monetization and the strong operating leverage this generates. Europe ARPU recently grew +31% YoY and Rest of World was up +44% YoY. Over the past two"
X Link 2025-12-16T18:15Z [--] followers, [---] engagements

"With the latest employment data and the Fed increasing liquidity the setup is bullish for risk assets. Stan Druckenmiller: Focus on the central banks and the movement of liquidity. Its liquidity that moves markets. 📉JOBS SIGNAL: The unemployment rate rising to 4.6% is a green light for the Fed. A slowing economy requires rate cuts to prevent a deeper recession. Bad economic news = Great market news. 💰 LIQUIDITY PIVOT: The Fed is no longer draining cash (ending QT). Instead it's adding liquidity via short-term Treasury purchases to stabilize the banking system. More cash chasing assets."
X Link 2025-12-16T18:57Z [--] followers, [--] engagements

"With the latest employment data and the Fed increasing liquidity the setup is bullish for risk assets. Stan Druckenmiller: Focus on the central banks and the movement of liquidity. Its liquidity that moves markets. 📉JOBS SIGNAL: The unemployment rate rising to 4.6% is a green light for the Fed. A slowing economy requires rate cuts to prevent a deeper recession. Bad economic news = Great market news. 💰 LIQUIDITY PIVOT: The Fed is no longer draining cash (ending QT). Instead it's adding liquidity via short-term Treasury purchases to stabilize the banking system. 🚀THE DRUCKENMILLER TRADE: The"
X Link 2025-12-16T18:58Z [--] followers, [--] engagements

"Another bullish signal 👇 $IRDM shares outstanding fell from 133m in [----] to 105m today. Thats a 21% reduction in just [--] years. https://twitter.com/i/web/status/2001038726391324793 https://twitter.com/i/web/status/2001038726391324793"
X Link 2025-12-16T21:16Z [---] followers, [---] engagements

"Novo Nordisk $NVO how I knew the bottom was in 🚀 Strong volume is the key to spotting bottoms. On Monday [--] November gapped down but volume spiked aggressively - clear evidence of demand absorbing supply. 📈 When price makes new lows but volume explodes it signals: Smart money is stepping in Weak hands are being flushed out Capitulation is ending Volume doesnt lie. Price follows. Novo Nordisk $NVO Primed for a Move Up 🚀 Fundamentally Undervalued Technically Massive bullish accumulation at monthly lows is undeniable (check the chart). Weak hands get shaken out Strong hands take control Once"
X Link 2025-12-16T21:30Z [--] followers, [---] engagements

"@sw___91 IRDM has dropped 47% since this announcement. I believe this has already been priced in"
X Link 2025-12-16T21:40Z [--] followers, [--] engagements

"Adobe $ADBE: Value or Value Trap 💸 The market's obsessed with AI eating Adobe's lunch but the numbers tell a different story: steady growth monster cash flows and elite capital efficiency. Adobe isnt shrinking. Its compounding. 🚀Valuation & Growth Trading near multi-year lows while delivering consistent growth and strong free cash flows. Forward P/E: 14.8x (near 10-year lows) PEG: [----] Free Cash Flow Yield: 6.66% Revenue CAGR (5Y): 13.1% 💸 Quality & Profitability Exceptional capital efficiency. Very few S&P [---] companies convert capital into cash this well. EBITDA Margin: 40.2% ROIC: 38.7%"
X Link 2025-12-17T18:46Z [--] followers, [--] engagements

"🏰Adobes Moat is a Fortress As of the end of [----] approximately 97% of Adobes total revenue is recurring subscription revenue. When a company has 97% recurring revenue and a 40% profit margin it is very difficult to "kill." Even if a competitor takes some market share at the low end (casual users) the enterprise and professional core remain anchored to the subscription"
X Link 2025-12-17T18:46Z [--] followers, [--] engagements

"Where Adobes revenue actually comes from 💰 Adobe breaks its recurring business into two main engines: [--]. Digital Media (The Creative Engine): This includes the Creative Cloud (Photoshop Premiere etc.) and Document Cloud (Acrobat). This is the largest piece of the pie ending [----] with an Annualized Recurring Revenue (ARR) of $19.2 billion. [--]. Digital Experience (The Marketing Engine): This includes Adobe Experience Cloud (analytics marketing and commerce tools). This segment generated over $5.4 billion in subscription revenue for the [----] fiscal year"
X Link 2025-12-17T18:46Z [--] followers, [--] engagements

"Netflix $NFLX - Value or Value Trap 🪤 Is this oversold or is Netflix quietly drifting toward a legacy-media trap The market is still pricing Netflix like a high-growth stock: Forward P/E: 31x Yet the growth tells a different story: Revenue CAGR (5Y): 12.7% PEG: [----] Thats not growth at a reasonable price (GARP) Thats paying a growth multiple for a maturing company. Netflixs real edge today isnt growth its capital efficiency: ROIC: 26% (industry-leading) EBITDA Margin: 30% And thats exactly whats at risk. A large-scale acquisition of Warner Bros $WBD would change the DNA of the business:"
X Link 2025-12-17T20:32Z [--] followers, [---] engagements

"Netflix $NFLX Key Valuation Metrics 🎥 Valuation & Growth Forward P/E: 31x PEG: [----] Revenue CAGR (5Y): 12.7% Free Cash Flow Yield: 2.06% Capital Efficiency and Profitability EBITDA Margin: 29.9% ROIC: 25.9% Balance Sheet Net Debt / EBITDA: 0.6x"
X Link 2025-12-17T21:00Z [--] followers, [---] engagements

"FactSet $FDS Q4 Earnings Overview: The AI Conundrum📉 Despite a revenue and EPS beat the stock dropped 8%. Why Significant Cash Flow Miss + AI anxiety. 🔻 What spooked the market: FCF: $90.4m vs $154.8m est ❌ Operating CF: $121.3m vs $179.9m est ❌ Margins: Adj. operating margin fell to 36.2% (from 37.6%) ❌ FactSet is now spending heavily on AI just to stay competitive not to drive new growth. Investors also fear that Large Language Models (LLMs) could eventually automate the deep research tasks that clients currently pay FactSet for and that AI leads to headcount reductions at major banks and"
X Link 2025-12-18T19:56Z [--] followers, [--] engagements

"FactSet $FDS - Value or Value Trap 🪤🪤 🩸FactSet is now 45% down from its highs. Has FactSet entered GARP (Growth at a reasonable price) territory or are you still overpaying for future growth. Fundamental + Technical Analysis below 👇 🚀Technicals: Large volume accumulation at lows (see the chart) - big buyers are stepping in at these levels. This is often a telling sign that a stock has found its bottom. 📊Fundamentals: What You Pay: P/E: 17.8x Forward P/E: 15.9x PEG: [----] 😬 What You Get: Revenue CAGR (5Y TTM): 9.22% FCF/Yield 5.99% EBITDA Margin: 39.02% ROIC: 16.10% ⚖ Bottom line:"
X Link 2025-12-18T20:29Z [--] followers, [---] engagements

"FactSet management thinks its stock is undervalued 🐂 $FDS just announced that they will more than double their share buybacks: $400m ➝ $1B in repurchases Thats a strong signal. Management do not deploy capital like this unless they believe: The stock is mispriced Cash flows are durable Long-term value exceeds todays price Buybacks at depressed prices = shareholder leverage. Powered by @KoyfinCharts"
X Link 2025-12-18T20:29Z [--] followers, [--] engagements

"FedEx $FDX: Up over 2% post Q2 Earnings 🟢🐂 Earnings Per Share (EPS): Reported $4.82 (Adjusted) crushing the analyst estimate of $4.11. Revenue: Reported $23.5 billion beating the $22.78 billion estimate (up 7% YoY). Operating Margin: Improved to 6.9% (Adjusted) from 6.3% a year ago. Guidance Raise: FedEx lifted its full-year revenue growth forecast to 5%6% and tightened its EPS outlook toward the higher end ($17.80$19.00)"
X Link 2025-12-18T21:47Z [--] followers, [--] engagements

"Nike $NKE has dumped -10% post Q2 earnings 🩸 The question at these levels: Value or value trap Right now youre being asked to pay a premium multiple for a very low-growth business under serious margin pressure. 📊 What you pay: P/E: 33.7x PEG: [----] 📉What You get: Revenue CAGR (5Y TTM): 4.46% FCF/Yield: 3.10% EBITDA Margin: 9.04% ROIC: 11.55% By the numbers Nike has become a low growth and margin company that is less deserving of a premium multiple This isnt value yet. Its overvalued growth without the growth"
X Link 2025-12-18T23:29Z [--] followers, [---] engagements

"Nike's Biggest Threat: The Chinese Revenue Engine is Stalling For a decade China was the primary engine for Nikes global growth. In [----] Greater China accounted for roughly 15% of total revenue ($7.5B). Now in the most recent Q2 [----] earnings (Dec 2025) China revenue plunged 17%. While North America is showing signs of recovery (+9%) it isn't enough to offset a double-digit collapse in a market that used to grow by 1520% annually"
X Link 2025-12-18T23:29Z [--] followers, [--] engagements

"🚀 Novo Nordisk $NVO is now +18% off the lows after massive volume accumulation. I have posted about this repeatedly. 📊 Price follows volume 📈 Volume confirms fundamentals 💰 Institutions buy early headlines come later Novo Nordisk $NVO how I knew the bottom was in 🚀 Strong volume is the key to spotting bottoms. On Monday [--] November gapped down but volume spiked aggressively - clear evidence of demand absorbing supply. 📈 When price makes new lows but volume explodes it signals: https://t.co/tAD1FddPms Novo Nordisk $NVO how I knew the bottom was in 🚀 Strong volume is the key to spotting"
X Link 2025-12-23T18:04Z [--] followers, [---] engagements

"🚨Buy Iridium Communications $IRDM. Unusual heavy volume just hit IRDM - this is clearly institutional accumulation. This is how moves start before the narrative changes. 📊 Volume leads price 📈 Volume confirms fundamentals Ive laid out the full fundamental thesis in the post below 🛰 Buy Iridium Communications $IRDM: The satellite king trading at a discount The fundamental + technical thesis below 👇 IRDM provides global voice & data connectivity via its own LEO satellite network with the US Government as its largest customer 💸 This is a https://t.co/EOybSRyisA 🛰 Buy Iridium"
X Link 2025-12-23T18:15Z [--] followers, [--] engagements

"🚨 Ive started a position in Trade Desk $TTD Trade Desk looks primed for a move higher. 🚀 Fundamentals are undervalued and large volume just stepped in - clear institutional interest. This is a high-quality growth business funded by its own free cash flow - a core Buffett principle. 📊 Valuation snapshot: Forward P/E: 18.8x PEG: [----] FCF Yield: 3.86% Revenue CAGR (5Y): 30.28% Operating Margin: 21.80% 💰 $500M share buyback announced Management buying their own stock says more than any headline. https://twitter.com/i/web/status/2003537130002481634"
X Link 2025-12-23T18:44Z [---] followers, [----] engagements

"Free Cash Flow Machine 💸 Trade Desk operates a capital-light software platform but whats rare is how efficiently it has converted revenue into cash from the very start. This is exactly what you want in a high-quality growth business. Free Cash Flow by year 📈 2022: $456M 2023: $543M 2024: $632M TTM (2025): $678M https://twitter.com/i/web/status/2003537132275831132 https://twitter.com/i/web/status/2003537132275831132"
X Link 2025-12-23T18:44Z [---] followers, [---] engagements

"📊 Technical Setup 🚀 $VICI is showing sustained volume accumulation at a key support level. This isnt panic selling its steady absorption by strong hands. When price holds support while volume builds it often precedes the next leg higher. 📈 Fundamentals + volume = asymmetric setup. https://twitter.com/i/web/status/2004613261422182501 https://twitter.com/i/web/status/2004613261422182501"
X Link 2025-12-26T18:00Z [---] followers, [---] engagements

"🛜 Comcast: Value or Value Trap 🪤 The market focuses on broadband competition and the rapid decline in cable TV. But thats not the whole story. Comcast still generates massive free cash flow from a diversified business with several segments actively growing. 💸 Valuation (What you pay): P/E: 4.9x Forward P/E: 7.4x PEGY: [----] 🔥 What you get: Free cash flow yield: 19.3% 😮 Dividend yield: 4.43% (17 straight years of growth 21.6% payout ratio) EBITDA margin: 30.8% Revenue CAGR 5Y: 3.41% This isnt a growth stockand it doesnt need to be. Youre paying a distressed multiple for a business offering"
X Link 2026-01-03T20:10Z [--] followers, [--] engagements

"Is $ZETA the AI sleeper of [----] 🤖 Down 50% from highs Zeta is starting to look interesting. Zeta is an AI-driven marketing platform using big data + machine learning to personalize marketing at enterprise scale competing with giants like Salesforce and Adobe. There is no doubt the growth and momentum is real but the excitement is mostly forward-looking built on growth expectations rather than proven profitability. Technically 📈 Zeta has seen a large increase in volume at these levels (see the chart) showing there is strong interest in this stock. Fundamental Analysis 💰 Forward P/E: 22.9x"
X Link 2026-01-04T19:48Z [--] followers, [---] engagements

"December [----] Buy Alerts and Performance 👇 83% Win Rate🎯 Only one red position for the month was Uber but the conviction remains high for [----]. 🟢 Omnicom $OMC (Dec 5) +15.56% 🚀 🟢 Unidata $UD (Dec 7) +6.74% 🔴 Uber $UBER (Dec 12) -1.60% 🟢 Pinterest $PINS (Dec 13) +2.14% 🟢 Bitcoin $IBIT (Dec 16) +5.77% 🟢 Iridium $IRDM (Dec 17) +5.21% My Process: 📊Fundamentals Analysis: I look for companies that are undervalued relative to growth with strong free cash flow and durable profitability metrics. 📈Technical Analysis: I wait for high-volume confirmation at key support/resistance level."
X Link 2026-01-04T21:54Z [--] followers, [---] engagements

"December [----] Buy Alerts & Performance (updated) 👇 I alerted [--] buy signals in December. [--] of [--] are already green 88%-win rate 🎯 These are long-term positions so theyre just getting started. The only red name so far is Uber but conviction remains high into [----]. Performance so far: [--]. 🟢 Omnicom $OMC (Dec 5) +12.48% 2.🟢 Unidata $UD (Dec 7) +10.52% 3.🔴 Uber $UBER (Dec 12) -3.60% 4.🟢 Pinterest $PINS (Dec 13) +2.46% 5.🟢 Bitcoin $IBIT (Dec 16) +7.71% 6.🟢 Iridium $IRDM (Dec 17) +8.66% [--]. 🟢Trade Desk $TTD (Dec 24) + 6.56% 8.🟢 Vici Properties $VICI (Dec 17) +1.09% My process 👇 Fundamental"
X Link 2026-01-05T19:02Z [--] followers, [--] engagements

"🚨BUY Adobe $ADBE: Quality at a Discount Adobe has been on my watchlist for a while and has finally given a pullback setting up a solid entry here. Fundamentals and technicals are aligning for a move higher 🚀 Technicals 📈 Strong volume accumulation at current levels backed by very strong Q4 earnings. Valuation 🔥 Forward P/E: 14.2x PEG: [----] Free Cash Flow Yield: 6.66% Revenue CAGR (5Y): 13.1% Trading near multi-year lows while still delivering consistent growth and strong cash generation. Quality & profitability (elite) 💸 EBITDA Margin: 40.2% ROIC: 38.7% Very few S&P [---] companies convert"
X Link 2026-01-05T19:21Z [--] followers, [--] engagements

"🚨 BUY $VTEX: The Hidden SaaS Alpha 🌏 VTEX is a high-growth global SaaS platform generating real free cash flow - trading at a discount. VTEX is rapidly scaling beyond Latin America into: United States Europe Middle East Undervalued Valuation 📊 Forward P/E: 27x PEG: [----] Revenue CAGR (5Y): 29.9% 🔥 FCF Yield: 5.38% ROIC: 5.55% EBITDA Margin: 8.31% Low ROIC and EBITDA margins is due to heavy spending to fund its growth and global expansion 🌍 This is growth CapEx not structural weakness. Shares Outstanding 👇 191M (2023) 177M (2026) 7.3% reduction Buybacks = lower supply higher per-share"
X Link 2026-01-05T19:31Z [--] followers, [--] engagements

"Another +5% day for Novo Nordisk $NVO 🚀 When the fundamentals and technicals align its always a good time to buy. Now +16% since the post 📈 Plenty more upside to come Novo Nordisk $NVO Primed for a Move Up 🚀 Fundamentally Undervalued Technically Massive bullish accumulation at monthly lows is undeniable (check the chart). Weak hands get shaken out Strong hands take control Once sentiment flips it will move fast. Trailing P/E: [----] https://t.co/o98RD0noFJ Novo Nordisk $NVO Primed for a Move Up 🚀 Fundamentally Undervalued Technically Massive bullish accumulation at monthly lows is"
X Link 2026-01-05T20:04Z [--] followers, [---] engagements

"+6% day for Trade Desk $TTD 🚀 The massive volume surge on Dec [--] was my trigger point to entry. Smart money showed its hand. Technicals confirm fundamentals - always 📈 🚨 Ive started a position in Trade Desk $TTD Trade Desk looks primed for a move higher. 🚀 Fundamentals are undervalued and large volume just stepped in - clear institutional interest. This is a high-quality growth business funded by its own free cash flow - a core Buffett https://t.co/RS6a9RTlCy 🚨 Ive started a position in Trade Desk $TTD Trade Desk looks primed for a move higher. 🚀 Fundamentals are undervalued and large"
X Link 2026-01-05T20:18Z [---] followers, [---] engagements

"A nice +5% day for $UBER 🚀 About time this stock woke up. Plenty more upside to come. 🚨 Have sized in full to $Uber Hard to ignore both the fundamentals and the technical setup here Uber looks primed for a move higher. Technically: Price is pressing key resistance with strong volume often a sign smart money is quietly building positions. 🔥High Growth at https://t.co/P5So7D9BHS 🚨 Have sized in full to $Uber Hard to ignore both the fundamentals and the technical setup here Uber looks primed for a move higher. Technically: Price is pressing key resistance with strong volume often a sign"
X Link 2026-01-06T18:39Z [---] followers, [---] engagements

"🚨 BUY: Lojas Renner $LREN 🥇 Lojas Renner is Brazils largest fashion & lifestyle retailer operating at scale in one of the worlds biggest consumer markets. Fundamentals + technicals are aligning 📈 Why this setup stands out 👇 Valuation (cheap for the quality) 🔥 P/E: 9.0x PEG: [----] FCF Yield: 16.6% 💸 Net Debt / EBITDA: 0.4x (very clean balance sheet) Quality + Growth 🏰 Revenue CAGR (5Y): 15.35% EBITDA Margin: 14.63% ROIC: 12.32% Youre getting a dominant Brazilian consumer brand solid growth and powerful cash generation at a single-digit multiple. Technical Setup 📊 Strong volume"
X Link 2026-01-06T18:58Z [---] followers, [---] engagements

"@dudewhoinvests Only a matter of time before $PYPL turns around. This isnt a broken business - its a mispriced one. P/E: 11.9x (pricing in zero growth) PEG: [----] (growth undervalued) FCF Yield: 10%+ 💸"
X Link 2026-01-06T19:07Z [--] followers, [----] engagements

"🚀 $UBER +5% today - and its not random. Three major catalysts 👇 [--]. Uber renewed its partnership with TomTom Better mapping & routing Higher efficiency lower costs Improved rider & driver experience [--]. Uber enters the robotaxi race 🤖 Partnership with $LCID + Nuro On-road testing underway in the SF Bay Area Production expected later this year Bay Area launch planned [--]. Nvidia $NVDA announces Alpamayo family of tools for the development of autonomous vehicles ** Alpamayo is a portfolio of open-source artificial intelligence models simulation tools and datasets designed to enable"
X Link 2026-01-06T19:18Z [---] followers, [---] engagements

"@amibolaresearch @ManuInvests @KyleAdamsStocks Personally I just look at the numbers. High growth at high margins = serious pricing power. That only happens when a company is delivering an exceptional product and service"
X Link 2026-01-06T21:10Z [--] followers, [--] engagements

"🚨 BUY PayPal $PYPL: Quality at a Discount 💸 The way I see PayPal isnt if it turns around - its when. This is a proven global payments platform trading like its broken despite: Consistent revenue growth (US + international) Strong durable free cash flow Aggressive share buybacks Improving profitability 🔥 Valuation (deeply undervalued): P/E: 12x Forward P/E: 10.7x PEG: [----] FCF Yield: 9.9% Revenue [--] YR CAGR: 10.1% 💰 Profitability: ROIC: 15.4% EBITDA margin: 20.1% 🫰Share Buybacks: Shares outstanding down 21% since [----] PayPal is committed to deploying a significant portion of its Free Cash"
X Link 2026-01-07T19:15Z [---] followers, [---] engagements

"🚨 $SEZL might be the most undervalued growth stock of [----]. These numbers are borderline insane for a company scaling this fast 👇 Forward P/E: 16.6x PEG: [----] Revenue CAGR (5Y): 58% EBITDA Margin: 58% ROIC: 82% 📈 The chart confirms it: Large volume accumulation = big money stepping in. This is hyper-growth + elite profitability at a value multiple. https://twitter.com/i/web/status/2008993152708038772 https://twitter.com/i/web/status/2008993152708038772"
X Link 2026-01-07T20:04Z [---] followers, [---] engagements

"$SEZL +5.74% on a flat market today 📈 When fundamentals are this undervalued and theres strong volume accumulation the only way is up 🚀 BNPL systems have a strong future. PayPal data shows offering BNPL leads to a 91% higher average order value for enterprises and a 62% higher average order value for small businesses. 🚨 BUY Sezzle $SEZL: Mispriced Unicorn 🦄 I see why the best investors are getting excited about this name - the fundamentals are elite. I analyse hundreds of stocks every week and these numbers jump off the page 🚀 Credit to @KyleAdamsStocks @ManuInvests for the share. This"
X Link 2026-01-07T21:13Z [---] followers, [---] engagements

"🚨 Iridium $IRDM up +10% since my alert 🛰 This is a long-term position so theres still plenty of upside ahead. I analyse hundreds of stocks every week and only alert the highest-conviction setups - where fundamentals and technicals align. Follow for more 🔍 🛰 Buy Iridium Communications $IRDM: The satellite king trading at a discount The fundamental + technical thesis below 👇 IRDM provides global voice & data connectivity via its own LEO satellite network with the US Government as its largest customer 💸 This is a https://t.co/EOybSRyisA 🛰 Buy Iridium Communications $IRDM: The satellite"
X Link 2026-01-08T18:31Z [---] followers, [---] engagements

"🚨 I'M BUYING: Duolingo $DUOL 🦜 Down 68% from highs after lowered forward guidance - despite a revenue + EPS beat. Fundamental + Technical Thesis 👇 🧠 Dominant position & expanding user base 🌍 Worlds #1 most-downloaded education app Gamified habit-forming loop thats hard to replicate Expanding beyond languages into Math + Music Long-term vision: a learning super-app 📊 Valuation (reset): P/E: 21.9x PEG: [----] (elevated due to SBC) FCF Yield: 4.35% 📈 Business Growth & Quality: Revenue CAGR (5Y): 60% 🔥 FCF growth (1Y): 48% EBITDA margin: 13.1% ROIC: 28.0% 🔁 Dilution vs Value Created:"
X Link 2026-01-08T18:33Z [---] followers, [--] engagements

"@earnyearns $DUOL lowered their revenue growth forecasts to 38%. 38% is still elite growth - the selloff is emotional not fundamental"
X Link 2026-01-08T19:31Z [---] followers, [---] engagements

"🚨 Increased my position in Trade Desk $TTD Im viewing this -3% pullback as an opportunity to add. On Dec [--] $TTD saw a huge volume surge a strong signal institutional money was stepping in. Fundamentals + Technicals are lining up 👇 Forward P/E: 18.8x Free Cash Flow CAGR (5Y): 38% Revenue CAGR (5Y): 30.7% Its rare to find companies compounding at these rates while trading at a non-premium multiple. 🚨 Ive started a position in Trade Desk $TTD Trade Desk looks primed for a move higher. 🚀 Fundamentals are undervalued and large volume just stepped in - clear institutional interest. This is a"
X Link 2026-01-08T20:27Z [---] followers, [----] engagements

"@qualtrim $META is no longer cheap based on free cash flow. 1Y FCF growth has turned negative (-14.3%) 📉"
X Link 2026-01-08T21:05Z [---] followers, [---] engagements

"🚨 BUY: Prada $PRP - Italian Luxury King 👜 Few things feel better than finding a hidden gem among thousands of stocks. What immediately stands out with Prada 👇 80% insider ownership Founders/family tightly control the business Public free float 20% vs 7090% average That creates a rare scarcity + supply/demand dynamic that is easily overlooked. Now add strong volume accumulation at current levels (see the chart) while fundamentals remain undervalued this is how asymmetric moves begin 🚀 Valuation Snapshot 📊 Forward P/E: 13.6x Revenue CAGR (5Y): 16.7% FCF CAGR (5Y): 18.6% FCF Yield: 8.24%"
X Link 2026-01-09T08:36Z [---] followers, [---] engagements

"@IncomeSharks At current levels the opportunity cost of not owning $PYPL is higher. Youre getting reliable recurring revenue and durable free cash flow that is still growing for 11.56x P/E. On top of that PayPal is aggressively buying back shares. Demand up. Supply down. 🚀"
X Link 2026-01-09T20:48Z [---] followers, [----] engagements

"🦜 Duolingo $DUOL down 6% today after news the CFO is moving into an advisory role alongside mixed Q4 results. Im viewing this dip as an opportunity to add to my position. Short-term noise long-term value. Youll never time the exact bottom. Thats why you never oversize the first buy - it gives you flexibility to take advantage of volatility when it shows up. Q4 preliminary results 👇 30% YoY growth in Daily Active Users (beat estimates) Bookings slightly below estimates (headline miss) 🚨 I'M BUYING: Duolingo $DUOL 🦜 Down 68% from highs after lowered forward guidance - despite a revenue +"
X Link 2026-01-12T18:24Z [---] followers, [--] engagements

"🦜 Duolingo $DUOL down 6% today after news the CFO is moving into an advisory role alongside mixed Q4 results. Im viewing this dip as an opportunity to add to my position. Short-term noise long-term value. Youll never time the exact bottom. Thats why you never oversize the first buy - it gives you flexibility to take advantage of volatility when it shows up. Q4 preliminary results 👇 30% YoY growth in Daily Active Users (beat estimates) Bookings slightly below estimates of $329.5M to $335.5M vs a $334.2M estimate (headline miss) 🚨 I'M BUYING: Duolingo $DUOL 🦜 Down 68% from highs after"
X Link 2026-01-12T18:28Z [---] followers, [---] engagements

"You can spin any narrative you want - the numbers dont lie. $DUOL is undervalued 👇 Forward P/E: 23.8x Revenue CAGR (5Y): 60% FCF Yield: 4.35% ROIC: 28.03% Technicals are confirming it too: Volume surge on the monthly chart at major support/ resistance zone going back to [----]. https://twitter.com/i/web/status/2010790557313102274 https://twitter.com/i/web/status/2010790557313102274"
X Link 2026-01-12T19:06Z [---] followers, [---] engagements

"🚨 Added to my Adobe $ADBE position. Adobe is down 5% on headlines around Oppenheimer downgrade on expected Digital Media growth and Apple $AAPL launching its own creator studio. I see view this as noise lets no forget: 95% of Adobes revenue is recurring Annualized Recurring Revenue (ARR) finished [----] at $25.2B up 11.5% YoY This shows Adobe has a loyal and sticky customer base that values their product. 🔥 Valuation Forward P/E: 14x Revenue CAGR (5Y): 13.06% Free Cash Flow CAGR (5Y): 14.34% ROIC: 38.71% EBITDA Margin: 40.18% High-quality cash flows. Elite capital efficiency. Durable"
X Link 2026-01-13T18:23Z [---] followers, [---] engagements

"🚨 Added to my Adobe $ADBE position. Adobe is down 5% on headlines around Oppenheimer downgrade on expected Digital Media growth and Apple $AAPL launching its own creator studio. I view this as noise lets no forget: 95% of Adobes revenue is recurring Annualized Recurring Revenue (ARR) finished [----] at $25.2B up 11.5% YoY This shows Adobe has a loyal and sticky customer base that values their product. 🔥 Valuation Forward P/E: 14x Revenue CAGR (5Y): 13.06% Free Cash Flow CAGR (5Y): 14.34% ROIC: 38.71% EBITDA Margin: 40.18% High-quality cash flows. Elite capital efficiency. Durable recurring"
X Link 2026-01-13T19:07Z [---] followers, [---] engagements

"🚨 BUY: UiPath $PATH - The Execution Layer of the AI Revolution Don't forget to buy the dip $PATH down -8% today. The setup doesnt get much cleaner 🚀 35% market share in Robotic Process Automation Used by 60%+ of the Fortune [---] Fundamentally undervalued. Break of downtrend with huge volume. AI catalyst behind it. 🔥 Fundamentals (undervalued): Forward P/E: 21.6x PEG: [----] Revenue CAGR (5Y): 33.6% 📈 Profitability Inflection [----] marked a turning point: ROIC: 12.1% Operating margin: 3.2% As revenue scales sales & marketing intensity keeps falling - margins and ROIC will continue to expand."
X Link 2026-01-13T19:25Z [---] followers, [----] engagements

"Pinterest $PINS showing real market strength today 📈 +3% today and already +7% since my alert. I never buy stocks when they are at monthly highs. Stocks always pull back. Buy lower sell higher. 🚨 BUY Pinterest $PINS The market is pricing Pinterest like a slow grower The fundamentals say otherwise. Pinterest is a rare mix of high growth + value setup. 🔥 Valuation vs Growth Forward P/E: 13.9x PEG: [----] (growth at a deep discount) Free Cash Flow Yield: https://t.co/9qFEZ466cj 🚨 BUY Pinterest $PINS The market is pricing Pinterest like a slow grower The fundamentals say otherwise. Pinterest is"
X Link 2026-01-13T20:14Z [---] followers, [---] engagements

"Duolingo $DUOL up +3% today 🦜 Yesterday's -6% sell off was way overdone. Block out the short-term noise and invest with at least a 35-year timeframe in mind. Over the long term Duolingo will continue to grow at a strong pace and generate significant free cash flow. As margins and returns on capital continue to improve this will further accelerate an already impressive free-cash-flow engine. 🦜 Duolingo $DUOL down 6% today after news the CFO is moving into an advisory role alongside mixed Q4 results. Im viewing this dip as an opportunity to add to my position. Short-term noise long-term"
X Link 2026-01-13T20:40Z [---] followers, [---] engagements

"@Mr_Derivatives Im calling $ADBE will out perform the S&P over the next [--] months 🔥 Adobe Valuation vs S&P [---] average Forward P/E: 14x vs 22-24x Revenue CAGR (5Y): 13% vs 6-8% Free Cash Flow CAGR (5Y): 14.4% vs 7-9% ROIC: 39% vs 7-9% EBITDA Margin: 40% vs 14-18%"
X Link 2026-01-13T22:01Z [---] followers, [----] engagements

"🥇Bitcoin $BTC Making Moves +5% Strong volume breakout through a key resistance level - this move likely has legs 🚀 This move didnt come out of nowhere: Volume confirmation on Nov [--] signaled large buyers stepping in. Markets seek equilibrium. When demand outweighs supply price must move higher to rebalance. 🚨 BUY Bitcoin $IBIT Bitcoins been stuck in a whipsaw but this pullback looks like an opportunity not a breakdown. $BTC saw heavy volume in the lowmid $80000s. As long as bulls defend this zone the path of least resistance is higher. Volatility shakes out weak hands."
X Link 2026-01-13T23:08Z [---] followers, [---] engagements

"@KobeissiLetter 🚨Bitcoin $BTC has broken key resistance with a strong surge in volume 📈 This move has real legs"
X Link 2026-01-13T23:12Z [---] followers, [---] engagements

"UiPath $PATH down 5% today 📉 The lower it goes the more Ill buy. When you invest with a long-term mindset. Short-term fluctuations are just noise on the path to long-term value creation 🚀 🚨 BUY: UiPath $PATH - The Execution Layer of the AI Revolution Don't forget to buy the dip $PATH down -8% today. The setup doesnt get much cleaner 🚀 35% market share in Robotic Process Automation Used by 60%+ of the Fortune [---] Fundamentally undervalued. Break of https://t.co/FzTF0UjjH9 🚨 BUY: UiPath $PATH - The Execution Layer of the AI Revolution Don't forget to buy the dip $PATH down -8% today. The"
X Link 2026-01-14T18:31Z [---] followers, [---] engagements

"$ADBE & $DUOL are the most undervalued setups on this list - and the numbers back it up. 🔥 Adobe $ADBE Forward P/E: 13.0x FCF Yield: 6.66% Revenue CAGR (5Y): 13.1% FCF CAGR (5Y): 14.3% EBITDA Margin: 40% ROIC: 38.7% High-quality recurring cash flows at value multiples. 🚀 Duolingo $DUOL Forward P/E: 21.0x FCF Yield: 4.9% Revenue CAGR (5Y): 60% EBITDA Margin: 13% ROIC: 28% Elite growth + improving profitability Quality + growth + cash flow at these valuations doesnt last long. https://twitter.com/i/web/status/2011572859832074292 https://twitter.com/i/web/status/2011572859832074292"
X Link 2026-01-14T22:55Z [---] followers, [----] engagements

"Still a great spot to buy $UBER if you havent already. 🚀 FY [----] expectations 👇 Free cash flow growth: 45% Revenue growth: 19% Operating leverage is kicking in margins are expanding and cash generation is accelerating 🚨 Have sized in full to $Uber Hard to ignore both the fundamentals and the technical setup here Uber looks primed for a move higher. Technically: Price is pressing key resistance with strong volume often a sign smart money is quietly building positions. 🔥High Growth at https://t.co/P5So7D9BHS 🚨 Have sized in full to $Uber Hard to ignore both the fundamentals and the"
X Link 2026-01-15T19:32Z [---] followers, [---] engagements

"Still holding the last of the Google $GOOGL tariff dip +113.65% 📈 Wild to think a mega cap like Google did +100% in just [--] months. This is why I welcome dips - I see them as opportunities not losses. When you invest with a long-term mindset your chance of losing becomes exponentially lower. https://twitter.com/i/web/status/2011890098351325510 https://twitter.com/i/web/status/2011890098351325510"
X Link 2026-01-15T19:55Z [---] followers, [---] engagements

"If you havent already this is a great time to be buying quality on weakness 👇 Duolingo $DUOL Adobe $ADBE Uber $UBER Paypal $PYPL UiPath $PATH Sezzle $SEZL Long-term mindset. Short-term noise. https://twitter.com/i/web/status/2011892304429400291 https://twitter.com/i/web/status/2011892304429400291"
X Link 2026-01-15T20:04Z [---] followers, [--] engagements

"If you havent already this is a great time to be buying quality on weakness 👇 Duolingo $DUOL Adobe $ADBE Uber $UBER UiPath $PATH Sezzle $SEZL Short-term volatility. Long-term value. https://twitter.com/i/web/status/2011894787595780193 https://twitter.com/i/web/status/2011894787595780193"
X Link 2026-01-15T20:14Z [---] followers, [---] engagements

"@fiscal_ai It wont stay down for long 📈 Still expected to grow FCF and revenue 40% at a 20x forward P/E. $DUOL has also seen a strong increase in base-volume a strong signal of institutional interest"
X Link 2026-01-15T20:45Z [---] followers, [----] engagements

"Novo Nordisk $NVO ripping +8% today 🚀 Fear creates opportunity. Patience gets paid. Congrats to those who stepped in when sentiment was ugly. 🫡 Novo Nordisk $NVO how I knew the bottom was in 🚀 Strong volume is the key to spotting bottoms. On Monday [--] November gapped down but volume spiked aggressively - clear evidence of demand absorbing supply. 📈 When price makes new lows but volume explodes it signals: https://t.co/tAD1FddPms Novo Nordisk $NVO how I knew the bottom was in 🚀 Strong volume is the key to spotting bottoms. On Monday [--] November gapped down but volume spiked aggressively -"
X Link 2026-01-16T18:57Z [---] followers, [---] engagements

"Tough week for SaaS 😂 Clear rotation out of these names this week. Valuations are no longer stretched so I dont see this sell-off lasting much longer. Ive personally been adding to $DUOL $ADBE and $PATH on this dip. YTD Performance: Service now $NOW - 13.05% Duolingo $DUOL -15.14% Path $PATH - 8.41% Adobe $ADBE -10.27% Salesforce $CRM -10.77% https://twitter.com/i/web/status/2012249462350205218 https://twitter.com/i/web/status/2012249462350205218"
X Link 2026-01-16T19:43Z [---] followers, [---] engagements

"@DividendTalks Disagree on $ADBE. High-quality recurring revenue strong margins and elite cash generation"
X Link 2026-01-16T19:59Z [---] followers, [---] engagements

"@WatcherGuru Love to hear this 👏 The cashtag announcement is exciting too - the investing/trading space on X is a great place to be right now"
X Link 2026-01-16T23:43Z [---] followers, [--] engagements

"@thexcapitalist Youre undervaluing $DUOL free cash flow. Duolingo already shows strong FCF conversion well ahead of margin maturity. As operating leverage kicks in FCF should compound faster than revenue. 20x exit multiple is conservative"
X Link 2026-01-18T19:01Z [---] followers, [---] engagements

"UiPath $PATH - [----] Growth Forecasts 📈 Forward P/E: 19.7x Revenue: $1.55B $1.74B (11%) Free cash flow: $311M $412M (32%) @wealthmatica are these forecasts too conservative FCF is expected to grow [--] faster than revenue is exactly what you want to see in an asset-light SaaS with operating leverage. https://twitter.com/i/web/status/2012984003578810619 https://twitter.com/i/web/status/2012984003578810619"
X Link 2026-01-18T20:22Z [---] followers, [---] engagements

"Telling Day Ahead For Markets 🫡 $NQ & $ES gapped down hard over the weekend which shows there is a huge sell-side imbalance right now. Gaps like this often lead to continuation but with markets closed today tomorrow sets the tone. I do not see much more downside left. $VIX is elevated and has broken key resistance (19.5) with an increase in volume - putting a volatility driven reversal firmly on the table. Do you think price will fill the gap or reject it https://twitter.com/i/web/status/2013344788842770783 https://twitter.com/i/web/status/2013344788842770783"
X Link 2026-01-19T20:16Z [---] followers, [---] engagements

"Shorted [--] $ES contract 🩸 I do not day trade. I only enter on large gap-up or gap-down days. Sessions like this signal a clear imbalance. $NQ Telling Day Ahead For Markets 🫡 $NQ & $ES gapped down hard over the weekend which shows there is a huge sell-side imbalance right now. Gaps like this often lead to continuation but with markets closed today tomorrow sets the tone. I do not see much more downside left. $VIX https://t.co/EJxYgmjoyn Telling Day Ahead For Markets 🫡 $NQ & $ES gapped down hard over the weekend which shows there is a huge sell-side imbalance right now. Gaps like this often"
X Link 2026-01-20T19:56Z [---] followers, [---] engagements

"Uber $UBER Growth Outlook [----] 📈 Forward P/E: 20.9x Revenue: $49.6B $60.3B (+21.6%) Free cash flow: $8.7B $10.6B (+21.8%) Ride-hailing / Mobility Estimated TAM: $1.52.0T Industry growth: 1518% CAGR (20242032) Uber holds an estimated 7176% share of the US rideshare market and 2537% globally and disclosed that trip volumes grew 22% year-over-year in Q3 [----]. Online food delivery (Uber Eats) Estimated TAM: $1.01.3T Market growth: 810% CAGR (20252030) Uber Eats holds an estimated 2326% share of the US market (behind DoorDash at 60%+) and was Ubers fastest-growing segment with delivery revenue"
X Link 2026-01-21T19:36Z [---] followers, [---] engagements

"SaaS is by far the best risk/reward setup in the market right now 📈 Strong revenue growth + rising free cash flow trading at discounted multiples. These balance sheets are hard to replicate. Growth Outlook to 2027: [--]. Duolingo $DUOL 🦜 Forward P/E: 18.8x Revenue: $964M $1.265B (+31%) Free cash flow: $348M $498M (+43%) [--]. Trade Desk $TTD 📺 Forward P/E: 16.5x Revenue: $2.8B $3.4B (+21%) Free cash flow: $678M $918M (+35%) [--]. Pinterest $PINS Forward P/E: 13.9x Revenue: $4.06B $4.84B (+19.2%) Free cash flow: $1.12B $1.42B (+26.8%) [--]. Uber $UBER Forward P/E: 20.9x Revenue: $49.6B $60.3B (+21.6%)"
X Link 2026-01-22T18:09Z [---] followers, [---] engagements

"ServiceNow $NOW Growth outlook to [----] 📈 Forward P/E: 33x Revenue: $12.7B $15.7B (+23.6%) Free cash flow: $3.9B $5.4B (+38.5%) https://twitter.com/i/web/status/2014416214785982777 https://twitter.com/i/web/status/2014416214785982777"
X Link 2026-01-22T19:13Z [---] followers, [---] engagements

"@Investinc_Intel Whats the catalyst"
X Link 2026-01-22T19:33Z [---] followers, [--] engagements

"ServiceNow $NOW - [----] Growth Outlook 📈 Forward P/E: 32x Revenue: $12.7B $15.7B (+23.6%) Free cash flow: $3.9B $5.4B (+38.5%) 🌍 Total Addressable Market (TAM) ServiceNow operates in a huge and expanding enterprise workflow automation market. Core workflow & enterprise software TAM: $275B globally by [----] 📈 Market Growth Tailwinds Workflow Automation & Tech Services Expected growth: 17.2% CAGR through [----] IT Service Management (ITSM) (key revenue pillar) Expected growth: 14.4% CAGR through [----] https://twitter.com/i/web/status/2014783862258467314"
X Link 2026-01-23T19:34Z [---] followers, [---] engagements

"Gold gaps up 📈 ES & NQ gap down 📉 When markets reopen like this price usually resolves in the direction of the imbalance I'm short [--] $ES contract and long some micro $GC contracts. $GLD $SPY $QQQ"
X Link 2026-01-26T00:37Z [---] followers, [---] engagements

"@KobeissiLetter Big gap up in metals over the weekend. Clear buy-side imbalance. Silver already +3% today 🚀 $SLV $GLD $COPX"
X Link 2026-01-26T01:07Z [---] followers, [---] engagements

"@TrdeToScale Wow your growth is impressive. Congrats"
X Link 2026-01-26T01:36Z [---] followers, [--] engagements

"@Market1Surgeon Its going to a very volatile week"
X Link 2026-01-26T01:45Z [---] followers, [--] engagements

"UnitedHealth $UNH plunges -9% 📉 post Q4 earnings The sell-off is driven by Medicare risk and profit pressures: Trump administration proposing near-flat Medicare payments Avg rate increase just +0.09% $700M impact across the industry Profit pressure is real: Q4 net income est to fall from $5.54B to $1.62B Adjusted EPS est. $2.10 vs $6.81 last year https://twitter.com/i/web/status/2015909896315916759 https://twitter.com/i/web/status/2015909896315916759"
X Link 2026-01-26T22:09Z [---] followers, [---] engagements

"Silver $SLV printing its highest daily volume is bearish near term - likely longs taking profit while short-term traders step in with new shorts. Hard to argue this move isnt overextended short term. Longer term though I remain very bullish. The sustained volume flow into $SLV is a clear signal big money is still positioning. https://twitter.com/i/web/status/2015937426783686717 https://twitter.com/i/web/status/2015937426783686717"
X Link 2026-01-26T23:58Z [---] followers, [---] engagements

"@DudeDivvy Damn all within a month crazy growth"
X Link 2026-01-27T02:01Z [---] followers, [--] engagements

"Big earning releases after the bell today👇 This batch will set the tone for tech AI and risk appetite. $MSFT $TSLA $NOW $META 🙏 https://twitter.com/i/web/status/2016245409086382446 https://twitter.com/i/web/status/2016245409086382446"
X Link 2026-01-27T20:22Z [---] followers, [--] engagements

"@zerohedge I can confirm gold hit [----] 🎯"
X Link 2026-01-28T04:40Z [---] followers, [--] engagements

"🚨 Buy VICI Properties $VICI: The Landlord of Las Vegas The market is pricing fear. The fundamentals price certainty. VICI owns irreplaceable gaming & hospitality assets including Caesars Palace and MGM Grand and has one of the most secure cash flows you can find. VICI Properties MOAT 🏰 [--]. Inflation-linked rent Rent prices rises with CPI [--]. 40-year lease terms ultra-predictable cash flows [--]. 100% historical occupancy across 90+ trophy assets [--]. Triple-net leases tenants pay taxes insurance & maintenance 🔥 Valuation: P/E: 10.6x Forward P/E: 9.8x PEGY: [----] (Peter Lynch favourite) Free Cash"
X Link 2025-12-26T18:00Z [---] followers, [----] engagements

"🚨 BUY Sezzle $SEZL: Mispriced Unicorn 🦄 I see why the best investors are getting excited about this name - the fundamentals are elite. I analyse hundreds of stocks every week and these numbers jump off the page 🚀 Credit to @KyleAdamsStocks @ManuInvests for the share. This one's seriously mispriced. Valuation 🔥 P/E: 21.4x Forward P/E: 16.6x PEG: [----] 🤯 (growth massively mispriced) Growth + Profitability 💰 Revenue CAGR (5Y): 58.05% EBITDA Margin: 58.01% ROIC: 81.92% FCF Yield: 2.36% (impressive for a company still in growth mode) This is elite profitability and capital efficiency that is"
X Link 2026-01-06T18:32Z [---] followers, [----] engagements

"🚨 Increased my $VICI position 🐂 The fundamentals are seriously undervalued and technically this stock looks coiled for a move higher. When fundamentals and technicals align you get an asymmetric setup 📈 🚨 Buy VICI Properties $VICI: The Landlord of Las Vegas The market is pricing fear. The fundamentals price certainty. VICI owns irreplaceable gaming & hospitality assets including Caesars Palace and MGM Grand and has one of the most secure cash flows you can find. VICI https://t.co/6XldRD5rr4 🚨 Buy VICI Properties $VICI: The Landlord of Las Vegas The market is pricing fear. The"
X Link 2026-01-06T18:48Z [---] followers, [---] engagements

"Positions entered this week 📈 Plant the seeds. Now watch them grow 🌱 🚨 New buys alerted this week Adobe $ADBE - Jan [--] Sezzle $SEZL - Jan [--] Paypal $PYPL - Jan [--] Duolingo $DUOL - Jan [--] Prada $PRP - Jan [--] ➕ Increased positions VICI Properties $VICI The Trade Desk $TTD If you want the full breakdown and analysis behind each position. Subscribe to my free substack. https://twitter.com/i/web/status/2009715135833878740 https://twitter.com/i/web/status/2009715135833878740"
X Link 2026-01-09T19:53Z [---] followers, [---] engagements

"Current Buy Ratings 🎯 Every name below is confirmed by: 👇 Undervalued fundamentals Volume accumulation at key levels Subscribe to my free Substack to get the full fundamental + technical breakdowns. [--]. VICI Properties $VICI 🏢 P/E: 10.6x PEGY: [----] (Peter Lynch favourite) Free Cash Flow Yield: 8.30% Revenue CAGR (5Y): 29.49% Dividend Yield: 6.46% Operating Margin: 97.67% 🔥 High growth inflation-linked cash flows huge margins and 6.46% dividend yield. [--]. Adobe $ADBE 🖼 Forward P/E: 14.2x PEG: [----] Free Cash Flow Yield: 6.66% Revenue CAGR (5Y): 13.1% EBITDA Margin: 40.2% ROIC: 38.7% 🔥"
X Link 2026-01-11T18:45Z [---] followers, [---] engagements

"📊 Novo Nordisk $NVO - Growth Outlook to [----] Forward P/E: 16.5x Revenue: $46.5BB $48.5B (4.4% growth) Free cash flow: $9B $12.8B (42.6% growth) These forecasts mainly reflect existing Wegovy injectables + margin expansion. An oral Wegovy pill is not fully priced in - thats upside not the base case. Do you think the market is underpricing the oral GLP-1 opportunity or is it already in the price https://twitter.com/i/web/status/2013319999952490813 https://twitter.com/i/web/status/2013319999952490813"
X Link 2026-01-19T18:37Z [---] followers, [---] engagements

"📊 Duolingo $DUOL - Growth Forecasts [----] Forward P/E: 18.8x Revenue: $964M $1.265B (31%) Free cash flow: $348M $498M (43%) Revenue growth is slowing - but free cash flow is accelerating. Thats operating leverage in action. At 19x forward earnings the market is pricing $DUOL like growth is disappearing https://twitter.com/i/web/status/2013330177863065962 https://twitter.com/i/web/status/2013330177863065962"
X Link 2026-01-19T19:18Z [---] followers, [---] engagements

"📊 Duolingo $DUOL - Growth Forecasts [----] Forward P/E: 18.8x Revenue: $964M $1.265B (31%) Free cash flow: $348M $498M (43%) Revenue growth is slowing - but free cash flow is accelerating. Thats operating leverage in action. At 19x forward earnings the market is pricing $DUOL like growth is disappearing https://twitter.com/i/web/status/2014068015181209819 https://twitter.com/i/web/status/2014068015181209819"
X Link 2026-01-21T20:10Z [---] followers, [---] engagements

"Hims & Hers Health $HIMS Outlook 📈 Long term I have no doubt $HIMS does well. Near term though buyers should proceed with caution. Free cash flow is expected to take a big hit short term and volume has been light. Volume confirms fundamentals. Always. Growth Outlook to [----] 🔥 Forward P/E: 27x Revenue: $2.2B $2.8B (+27.3%) Free cash flow: $119M $191M (+60.5%) Total Addressable Market (TAM) Theres no single company-defined TAM but industry estimates show: Global telehealth growing from $123B [----] to $455B by [----] (+25% CAGR) I'm very bullish on $HIMS long term but i will wait for volume"
X Link 2026-01-22T18:34Z [---] followers, [---] engagements

"Novo Nordisk $NVO - Growth Outlook to [----] 🚀 These forecasts mainly reflect existing Wegovy injectables + margin expansion. An oral Wegovy pill is not fully priced in - there's still serious upside left. Forward P/E: 18.1x Revenue: $46.5BB $48.5B (4.4% growth) Free cash flow: $9B $12.8B (42.6% growth) https://twitter.com/i/web/status/2014435248269033489 https://twitter.com/i/web/status/2014435248269033489"
X Link 2026-01-22T20:29Z [---] followers, [---] engagements

"Hims & Hers Health $HIMS Growth Outlook to [----] Forward P/E: 29x Revenue: $2.2B $2.8B (+27.3%) Free cash flow: $119M $191M (+60.5%) Long term I have no doubt $HIMS does well. Near term though buyers should proceed with caution. Free cash flow is expected to take a big hit short term and volume has been light. Volume confirms fundamentals. Always. https://twitter.com/i/web/status/2014436341409571044 https://twitter.com/i/web/status/2014436341409571044"
X Link 2026-01-22T20:33Z [---] followers, [---] engagements

"Zeta Global Holdings $ZETA - Outlook [----] 📈 I see why there's a lot of buzz around Zeta. Forward P/E: 25x Revenue: $1.2B $1.7B (+42%) Free cash flow: $141M $224M (+59%) 🌍 Total Addressable Market (TAM) Zeta has stated it operates in a $200B TAM today and by [----] that opportunity could exceed $1.4T. Zeta operates in three main segments: Customer Data Platforms (CDP) Market size: $2030B CAGR: 2730% to [----] Marketing Automation & Personalisation Market size: $6080B CAGR: 1517% to [----] Data-driven Digital Advertising & Analytics Market size: $100B+ CAGR: 1315% to [----] Zeta is still relatively a"
X Link 2026-01-23T18:21Z [---] followers, [---] engagements

"SaaS Companies - Forward Outlooks Compared 📊 Which setup looks most mispriced to you Growth Outlooks to 2027: Hims & Hers Health $HIMS Forward P/E: 28x Revenue: $2.2B $2.8B (+27.3%) Free cash flow: $119M $191M (+60.5%) Trade Desk $TTD Forward P/E: 18x Revenue: $2.8B $3.4B (+21%) Free cash flow: $678M $918M (+35%) Salesforce $CRM Forward P/E: 17.5x Revenue: $40.32B $45.99B (+14.1%) Free cash flow: $12.8B $15.22B (+18.9%) Duolingo $DUOL Forward P/E: 19.6x Revenue: $964M $1.265B (+31%) Free cash flow: $348M $498M (+43%) Zeta Global Holdings $ZETA Forward P/E: 25x Revenue: $1.2B $1.7B (+42%)"
X Link 2026-01-23T19:55Z [---] followers, [---] engagements

"Still a great time to buy Prada $PRP Forward P/E: 13.3x Revenue: $5.6B $6.4B (+14.3%) Free cash flow: $994M $1.14B (+14.7%) Public free float 20% vs 7090% average 🔥 🚨 BUY: Prada $PRP - Italian Luxury King 👜 Few things feel better than finding a hidden gem among thousands of stocks. What immediately stands out with Prada 👇 80% insider ownership Founders/family tightly control the business Public free float 20% vs 7090% https://t.co/kOoxkbOhf1 🚨 BUY: Prada $PRP - Italian Luxury King 👜 Few things feel better than finding a hidden gem among thousands of stocks. What immediately stands out"
X Link 2026-01-23T20:11Z [---] followers, [---] engagements

"Trade Desk $TTD -7% today on news that the CFO is stepping down Good opportunity to buy the dip. Trade Desk also reaffirmed its Q4 revenue guidance: Q4 revenue $840M Core ad-tech demand intact This looks like headline-driven volatility not a fundamental break. https://twitter.com/i/web/status/2015856596019249383 https://twitter.com/i/web/status/2015856596019249383"
X Link 2026-01-26T18:37Z [---] followers, [----] engagements

"Netflix $NFLX - Forward Outlook As a consumer I love the idea of Netflix acquiring Warner Bros. As a long-term investor The risk/reward doesnt stack up. At current levels $NFLX looks overvalued relative to future revenue and free cash flow growth - and a potential $WBD acquisition adds a major layer of uncertainty. Volume confirms it too. Trading activity has been dead showing little appetite at these prices. Forward Outlook to [----] (Post Q4 Earnings) 👀 Forward P/E: 27.4x PEG: [----] Revenue: $45.2B $51.1B (+13.1%) Free cash flow: $9.5B $11.6B (+22.1%) That's a high multiple for a company only"
X Link 2026-01-27T17:21Z [---] followers, [---] engagements

"Pinterest $PINS -9% today 🩸 The company will cut 15% of its workforce (700 roles) as it reallocates resources toward higher-growth areas like AI. The headwinds: Ad pricing fell 24% in Q3 Large advertisers pulled back amid tariff-related margin pressure https://twitter.com/i/web/status/2016213667919102316 https://twitter.com/i/web/status/2016213667919102316"
X Link 2026-01-27T18:16Z [---] followers, [---] engagements

"Tough day for SaaS 📉 Duolingo $DUOL -4.71% UiPath $PATH -5.23% Hims & Hers Health $HIMS -4.16% Trade Desk $TTD -4.26% Zeta $ZETA -5.13% When will these names find a bottom https://twitter.com/i/web/status/2016215217127256467 https://twitter.com/i/web/status/2016215217127256467"
X Link 2026-01-27T18:22Z [---] followers, [---] engagements

"@GoldSilverHQ After the highest volume day ever recorded on Silver $SLV (393M traded) 🚀 Silver followed with a 211M volume day today Sell-side pressure looks to be getting absorbed 👀👀"
X Link 2026-01-27T22:16Z [---] followers, [---] engagements

"After the highest volume day ever recorded on Silver $SLV (393M traded) 🚀🚀 Silver followed with a 211M volume day today Sell-side pressure looks to be getting absorbed 👀"
X Link 2026-01-27T22:17Z [---] followers, [---] engagements

"@PeterSchiff After the highest volume day ever recorded on Silver $SLV (393M traded) Silver followed with a 211M volume day today Sell-side pressure looks to be getting absorbed 👀"
X Link 2026-01-27T22:19Z [---] followers, [---] engagements

"How is this future outlook considered week for this multiple Growth Outlook to [----] Forward P/E: 13.0x Revenue: $4.06B $4.84B (+19.2%) Free cash flow: $1.12B $1.42B (+26.8%) I don't think the comparison to TikTok Meta and Reddit is fair. Pinterest is an intent-driven platform. Users come to plan save and shop. That makes it closer to a visual search engine than a social network. Europe ARPU recently grew +31% YoY and Rest of World was up +44% YoY. https://twitter.com/i/web/status/2016337345348567375 https://twitter.com/i/web/status/2016337345348567375"
X Link 2026-01-28T02:27Z [---] followers, [--] engagements

"Pinterest $PINS Growth Outlook to [----] Forward P/E: 13.0x Revenue: $4.06B $4.84B (+19.2%) Free cash flow: $1.12B $1.42B (+26.8%) If these numbers don't look good to you then not much will. What the market keeps missing 👇 Pinterest isnt TikTok. It isnt Meta. It isnt Reddit. Its intent driven making it extremely attractive for advertisers. Users come to plan discover and save ideas - not doomscroll. That makes Pinterest closer to a visual search engine than a social network. https://twitter.com/i/web/status/2016344820017680609 https://twitter.com/i/web/status/2016344820017680609"
X Link 2026-01-28T02:57Z [---] followers, [---] engagements

"🚨Big earnings after the bell today 👇 $MSFT $META $TSLA $NOW This batch will set the tone for tech AI and risk appetite heading into the next quarter. https://twitter.com/i/web/status/2016596218596438149 https://twitter.com/i/web/status/2016596218596438149"
X Link 2026-01-28T19:36Z [---] followers, [----] engagements

"Microsoft $MSFT down -4% post earnings 🚀 Revenue +17% YoY to $81.3B beating expectations Net income +60% to $38.5B Operating income +21% $12.7B returned via buybacks + dividends Cloud + AI are doing the heavy lifting with OpenAI exposure accelerating earnings power. https://twitter.com/i/web/status/2016621595075498166 https://twitter.com/i/web/status/2016621595075498166"
X Link 2026-01-28T21:17Z [---] followers, [---] engagements

"Tesla $TSLA +2% Post Earnings 🚀 Revenue: $24.9B vs $24.5B est -2.4% YoY Adj. EPS: $0.50 vs $0.45 est Operating income: $1.41B vs $1.32B est Gross margin: 20.1% vs 17.1% est Also notable: Tesla agreed to invest $2B into Musks xAI. https://twitter.com/i/web/status/2016624729948618949 https://twitter.com/i/web/status/2016624729948618949"
X Link 2026-01-28T21:29Z [---] followers, [----] engagements

"ServiceNow $NOW -4% Post Earnings 📉 Q4 revenue +20.5% beating expectations Adjusted EPS beat $5B added to buyback authorisation $2B accelerated buyback coming Q4 and full-year [----] saw strong revenue and profitability growth driven by AI product adoption major customer wins and strategic acquisitions. Whats driving it Subscription revenue +21% YoY Strong uptake in AI products (Now Assist Workflow Data Fabric) Strategic acquisitions expanding AI surface area Outlook Q126 subscription revenue: $3.65B$3.655B FY26 subscription revenue: $15.53B$15.57B"
X Link 2026-01-28T21:34Z [---] followers, [---] engagements

"Meta $META +4% Post Earnings 🚀 Revenue +24% YoY in Q4 beating expectations Net income +9% YoY despite costs +40% Operating margin slipped to 41% (from 48% last year) Strong ads + engagement but margins are being sacrificed for AI scale. Whats driving it Ad impressions +18% Ad pricing +6% Daily active users +7% Outlook Q1 revenue guide: $53.5B$56.5B [----] expenses: $162B$169B [----] CapEx: $115B$135B"
X Link 2026-01-28T21:45Z [---] followers, [---] engagements

"This is why $MSFT is down 5% 📉 The market is getting nervous about Microsofts massive AI capex spend. Billions going into data centres chips and infrastructure now - while returns are pushed further out. Wow. Microsoft's CapEx grew 89% YoY. That's their largest CapEx increase ever. $MSFT https://t.co/kbK2diVdSZ Wow. Microsoft's CapEx grew 89% YoY. That's their largest CapEx increase ever. $MSFT https://t.co/kbK2diVdSZ"
X Link 2026-01-28T22:12Z [---] followers, [---] engagements

"@Barchart $MSFT down 5% on a sharp ramp in AI capex. The markets focused on billions going into data centres chips and infrastructure now - questioning how long before those investments translate into returns"
X Link 2026-01-28T22:21Z [---] followers, 17.2K engagements

"@QualityInvest5 How it feels when ServiceNow $NOW beats earnings and still drops"
X Link 2026-01-28T22:54Z [---] followers, [----] engagements

"Apple $APPL earnings after the bell today 👇 Tim Cook already set the tone last quarter: "Q1 revenue expected to be the best ever and the best iPhone quarter in Apples history". What the Street is pricing in 👀 Revenue: $138.4B (+11.3% YoY) Net income: $39.4B (+8.4% YoY) EPS: $2.67 (+11.2% YoY) https://twitter.com/i/web/status/2016946646144389189 https://twitter.com/i/web/status/2016946646144389189"
X Link 2026-01-29T18:48Z [---] followers, [----] engagements

"SaaS investors checking their portfolio everyday [--] Month Returns🩸 $NOW 26.0% $DUOL 21.7% $TTD 18.3% $HIMS 13.1% $PINS 14.8% $PATH 21.9% When will these names catch a bid"
X Link 2026-01-29T18:57Z [---] followers, [---] engagements

"Very bearish flow and price action for Bitcoin $BTC today 📉 Continued downside towards $75000 looks very likely"
X Link 2026-01-29T20:57Z [---] followers, [---] engagements

"Visa $V down -1.75% Post Q1 Earnings 📉 Revenue +15% YoY (beat) Adjusted EPS +15% YoY (beat) $3.8B buyback (11M shares) What drove it: Payment's volume growth Cross-border volumes ex-Europe +11% Resilient consumer spending + strong holiday season No formal guidance - but the message is clear: Spending is holding up cross-border is accelerating and capital returns remain aggressive. https://twitter.com/i/web/status/2016983893191393582 https://twitter.com/i/web/status/2016983893191393582"
X Link 2026-01-29T21:16Z [---] followers, [---] engagements

"Visa $V down -1.75% Post Q1 Earnings 📉 Revenue +15% YoY (beat) Adjusted EPS +15% YoY (beat) $3.8B buyback (11M shares repurchased) What drove it: Payment's volume growth Cross-border volumes ex-Europe +11% Resilient consumer spending + strong holiday season No formal guidance - but the message is clear: Spending is holding up cross-border is accelerating and capital returns remain aggressive. https://twitter.com/i/web/status/2016985312971628889 https://twitter.com/i/web/status/2016985312971628889"
X Link 2026-01-29T21:22Z [---] followers, [----] engagements

"Apple $AAPL blows past Q1 expectations 🍎 Record-breaking iPhone quarter. iPhone revenue: $85.3B (vs $78.3B est) EPS: $2.84 (vs $2.68 est) Revenue: $143.8B (vs $138.4B est) China turnaround Revenue: $25.5B +38% YoY after multiple weak quarters iPhone [--] saw double-digit growth in users switching from Android. https://twitter.com/i/web/status/2016992787145826312 https://twitter.com/i/web/status/2016992787145826312"
X Link 2026-01-29T21:52Z [---] followers, [----] engagements

"Apple $AAPL +1% Post Q1 Earnings 📉 iPhone revenue: $85.3B (vs $78.3B est) EPS: $2.84 (vs $2.68 est) Revenue: $143.8B (vs $138.4B est) Record-breaking iPhone quarter. China turnaround Revenue: $25.5B +38% YoY after multiple weak quarters iPhone [--] saw double-digit growth in users switching from Android. https://twitter.com/i/web/status/2016997342428483848 https://twitter.com/i/web/status/2016997342428483848"
X Link 2026-01-29T22:10Z [---] followers, [---] engagements

"@WatcherGuru Bitcoin $BTC back to levels not seen since April [----]. I wouldnt expect much more downside from here"
X Link 2026-01-31T19:08Z [---] followers, [----] engagements

"Palantir $PLTR Earnings Preview 📉 Revenue: $1.34B (+62% YoY) Adj. EPS: $0.23 (+64% YoY) At Q3 Palantir guided Q4 revenue to $1.327B - $1.331B https://twitter.com/i/web/status/2018051181554393444 https://twitter.com/i/web/status/2018051181554393444"
X Link 2026-02-01T19:57Z [---] followers, [----] engagements

"Disney $DIS Earnings Preview 📉 Wall Street Expectations: Revenue: $24B $29B (+4% YoY) EPS: $2.29 $2.24(10.8% YoY) Options Pricing & Positioning 🐻 Implied move: 5.45% Put/Call: [----] 60% call premium - but no delta expansion GEX flipped negative volatility can accelerate DEX positive but fading upside fuel being removed Expectations are low but options positioning is bearish + the new CEO adds execution risk. I'd lean short. https://twitter.com/i/web/status/2018247660394951137 https://twitter.com/i/web/status/2018247660394951137"
X Link 2026-02-02T08:58Z [---] followers, [---] engagements

"Palantir $PLTR Earnings Preview 📉 Wall Street Expectations: Revenue: $1.34B (+62% YoY) Adj. EPS: $0.23 (+64% YoY) At the Q3 print Palantir Technologies guided Q4 revenue to $1.327B $1.331B Options Positioning 🐻 Implied move: 8.63% Put/Call: [----] (calls dominate) Call premium: $128m vs $109m puts Gamma flipped positive negative Delta still positive but very weak and fading Why I lean short into earnings 👇 Expectations are high and upside is crowded. Dealer support is fading and in-line results risk downside. This isnt a clear short but upside now requires a clear beat and raised guidance."
X Link 2026-02-02T18:00Z [---] followers, [---] engagements

"Paypal $PYPL Earnings Preview 👇 Wall Street Expectations: EPS: $1.29 (+8.4% YoY) Revenue: $8.77B (+4.8% YoY) PayPal guided to non-GAAP earnings per share of roughly $1.27 $1.31 for Q4 [----]. Options Pricing & Positioning 🐻 Implied move: 7.46% Put/Call: [----] Put premium: $15.1m Calls $14.7m Gamma: weak and flipped negative Delta: negative and still falling Downside is favoured. Dealer support is fading hedging is active below spot and in-line results risk a sell-the-news move. Upside now needs a clear beat + guidance raise. https://twitter.com/i/web/status/2018422482164978109"
X Link 2026-02-02T20:33Z [---] followers, [---] engagements

"Pfizer $PFE Earnings After the Bell Tomorrow 👇 Wall Street Expectations: Revenue: $16.65B $16.85B (+1.2% YoY) EPS: $0.87 $0.57 (35% YoY) Options Pricing & Positioning 🐂 Implied move: 3.08% Put/Call: [----] Gamma: Positive and stable Delta: Positive and increasing Upside is favoured calls dominate gamma is positive delta is rising and implied move is just 3%. https://twitter.com/i/web/status/2018426069058257400 https://twitter.com/i/web/status/2018426069058257400"
X Link 2026-02-02T20:47Z [---] followers, [---] engagements

"Merck & Company $MRK Earnings Preview Wall Street Expectations: Revenue: $17.3B $16.20B (-6.4% YoY) EPS: $2.58 $2.01 (22% YoY) Options Pricing & Positioning 🐂 Implied move: just 4% Put/Call: [----] Delta: Very positive still rising Gamma: Positive but fading Upside favoured calls are crowded but very positive rising delta suggests downside will likely be absorbed. https://twitter.com/i/web/status/2018440947080814889 https://twitter.com/i/web/status/2018440947080814889"
X Link 2026-02-02T21:46Z [---] followers, [---] engagements

"Breaking: INDIA RUPEE-Rupee set to rally on prospects India-US trade deal to attract flows"
X Link 2026-02-03T02:14Z [---] followers, [--] engagements

"Breaking: on a Call With About100 Spacex Investors Monday Afternoon CFO Johnsen Gave Assurances That Deal Wouldnt Delay IPO- the Information"
X Link 2026-02-03T02:18Z [---] followers, [---] engagements

"@DylanAbruscato Breaking: Feb [--] (Reuters) - Investors in Elon Musk's xAI will receive [------] shares of SpaceX for every share of xAI. As part of the deal some xAI executives may also opt for cash instead of SpaceX stock receiving $75.46 per share for each xAI share"
X Link 2026-02-03T02:42Z [---] followers, [----] engagements

"@WatcherGuru BREAKING: USD/INR to gap lower as markets cheer reduced U.S. tariffs. Tariffs on India cut to 18% after Narendra Modi agrees to end purchases of Russian oil"
X Link 2026-02-03T02:44Z [---] followers, [---] engagements

"Breaking: Reserve Bank of Australia Board Judged That Inflation Is Likely to Remain Above Target for Some Time and It Was Appropriate to Increase the Cash Rate Target"
X Link 2026-02-03T03:37Z [---] followers, [--] engagements

"@newscomauHQ Breaking: Reserve Bank of Australia Board Judged That Inflation Is Likely to Remain Above Target for Some Time and It Was Appropriate to Increase the Cash Rate Target"
X Link 2026-02-03T03:37Z [---] followers, [--] engagements

"Breaking: AUD/USD +0.8% Tues after RBA raises OCR [--] bps to 3.85% as expected. Says decision unanimous sees headline inflation at 4.2% in Q2 2026"
X Link 2026-02-03T03:41Z [---] followers, [---] engagements

"Breaking: NY prosecutors criticize new stablecoin legislation for weak fraud safeguards allege companies like Tether & Circle avoiding regulation"
X Link 2026-02-03T04:15Z [---] followers, [--] engagements

"Palantir Technologies $PLTR: Piper Sandler raises target to $230 from $225"
X Link 2026-02-03T04:56Z [---] followers, [---] engagements

"Breaking Exxon Mobil $XOM: TD Cowen Raises Target Price to $145 from $135"
X Link 2026-02-03T05:11Z [---] followers, [---] engagements

"Palantir Technologies $PLTR: D.A. Davidson cuts price target from $215 to $180"
X Link 2026-02-03T05:23Z [---] followers, [---] engagements

"Breaking: OpenAI Shifts Focus to ChatGPT Leading to Departure of Senior Staff OpenAI has shifted resources towards advancing ChatGPT sidelining long-term research which has led to the departure of key staff including vice-president Jerry Tworek"
X Link 2026-02-03T05:42Z [---] followers, [--] engagements

"Breaking Figma $FIG: Piper Sandler target to $35 from $70"
X Link 2026-02-03T06:53Z [---] followers, [---] engagements

"Breaking: Wall Street analysts revise PayPal's $PYPL Q4 expectations with estimated earnings of $1.29 per share. Quarterly revenue expected at $8.78 billion previous was $8.37 billion. The company has exceeded analyst revenue estimates in [--] of the last [--] quarters"
X Link 2026-02-03T07:27Z [---] followers, [---] engagements

"Breaking: French Inflation Rate Unexpectedly Sinks to Five-Year Low"
X Link 2026-02-03T07:49Z [---] followers, [--] engagements

"Breaking: Feb [--] (Reuters) - Palantir Technologies $PLTR CEO Alex Karp defended the firm's surveillance technology as it reported a big jump in sales on Monday saying it has safeguards to prevent government overreach without mentioning U.S"
X Link 2026-02-03T08:01Z [---] followers, [---] engagements

"@StockMKTNewz Palantir Technologies $PLTR said revenue from the U.S. government spiked 66% in Q4 from the year-ago period to $570 million"
X Link 2026-02-03T08:16Z [---] followers, [----] engagements

"Breaking: Palantir Technologies $PLTR said revenue from the U.S. government spiked 66% in Q4 from the year-ago period to $570 million. Total sales of $1.41 billion exceeded analysts' estimates and the firm anticipates a big jump in sales in part due to government contracts in [----]. Shares in the company jumped around 5% in extended trading. https://twitter.com/i/web/status/2018599647703675048 https://twitter.com/i/web/status/2018599647703675048"
X Link 2026-02-03T08:17Z [---] followers, [--] engagements

"BREAKING: SPOT GOLD JUMPS 6% ON TRACK FOR ITS BIGGEST DAILY GAIN SINCE NOVEMBER [----]. $XAUUSD $XAU $GLD"
X Link 2026-02-03T08:33Z [---] followers, [---] engagements

"BREAKING: Analysts predict strong demand and mobility growth for Uber $UBER ahead of Q4 earnings. Expectations are for FY26 bookings in the high teens and EBIDTA growth above $2.5 billion"
X Link 2026-02-03T08:52Z [---] followers, [---] engagements

"Breaking: JPMorgan finds 89% of family offices avoid crypto favor AI as top investment; avg digital asset allocation 1%. $BTC"
X Link 2026-02-03T09:02Z [---] followers, [--] engagements

"Breaking GOLDMAN: APPLE $AAPL APP STORE SPENDING ACCELERATES TO +7% YOY Goldman Sachs maintains a Buy on Apple with a $330 target noting January [----] App Store spending rose 7% YoY up from 6% in December"
X Link 2026-02-03T17:40Z [---] followers, [--] engagements

"BREAKING: Elon Musk's xAI recruits crypto finance experts to train AI models like pro traders. Remote role focuses on real crypto behavior analysis"
X Link 2026-02-03T17:41Z [---] followers, [--] engagements

"Advanced Micro Devices $AMD Earnings Preview 📈 Revenue: $9.25B $9.67B (+4.5% YoY) EPS: $1.20 $1.32 (+10.0% YoY) Options Positioning 🐂 Implied move: just 7% Put/Call: [----] Delta: Positive pulled back but now ticking higher Gamma: Recovered to positive and increasing Options lean bullish into earnings. https://twitter.com/i/web/status/2018745846750388516 https://twitter.com/i/web/status/2018745846750388516"
X Link 2026-02-03T17:58Z [---] followers, [----] engagements

"BREAKING: INTEL CEO SAYS KNOWLEDGEABLE PEOPLE TOLD HIM U.S. IS BEHIND CHINA NOW ON OPEN SOURCE AI $INTC"
X Link 2026-02-03T18:00Z [---] followers, [--] engagements

"Super Mirco Computer $SMCI Earnings Preview 📈 Revenue: $5.02B $10.42B (+107.6% YoY) EPS: $0.35 $0.49 (+40.0% YoY) Options Positioning 🐂 Implied move: just 10.84% Put/Call: [----] Gamma: Positive and increasing Delta: Slightly negative but improving Options positioning leans bullish. https://twitter.com/i/web/status/2018749965741547591 https://twitter.com/i/web/status/2018749965741547591"
X Link 2026-02-03T18:14Z [---] followers, [----] engagements

"Breaking: Novo Nordisk anticipates 5%-13% sales decline in [----]. Analysts had expected a 2% sales decline this year. Novo's operating profit fell 14% in Q4 below expectations. $NVO"
X Link 2026-02-03T18:21Z [---] followers, [---] engagements

"COPENHAGEN Feb [--] (Reuters) - Novo Nordisk warned on Tuesday that profits and sales could drop as much as 13% this year the first declines in years as it struggles to claw back market share from rival Eli Lilly. Novo said its outlook was hit by lower realised prices especially in the U.S. fierce competition and the expiry of patents on semaglutide - the active ingredient in its Wegovy and Ozempic drugs. $NVO $LLY https://twitter.com/i/web/status/2018752406000177597 https://twitter.com/i/web/status/2018752406000177597"
X Link 2026-02-03T18:24Z [---] followers, [---] engagements

"Breaking: PepsiCo will cut prices on core brands such as Lay's and Doritos by up to 15% following a consumer backlash against several previous price hikes. $PEP"
X Link 2026-02-03T18:31Z [---] followers, [--] engagements

"Chipotle Mexican Grill $CMG Earnings Preview 📈 Revenue: $3.00B $2.96B (1.3% YoY) EPS: $0.29 $0.24 (17.2% YoY) Options Positioning 🐻 Implied move: 8.34% Put/Call: [----] Gamma: Negative and falling Delta: De-risking to flat Options positioning leans bearish. https://twitter.com/i/web/status/2018756452568203529 https://twitter.com/i/web/status/2018756452568203529"
X Link 2026-02-03T18:40Z [---] followers, [---] engagements

"Breaking: Ark Invest led by Cathie Wood has increased investments in BitMine and Coinbase stocks despite Bitcoin's drop in value. $ARKK"
X Link 2026-02-03T19:13Z [---] followers, [---] engagements

"Breaking: Walmart becomes the first retailer ever to hit $1 trillion in market valuation on Tuesday riding on a year-long rally that has seen its shares rise nearly 26% (via Reuters) $WMT"
X Link 2026-02-03T19:44Z [---] followers, [--] engagements

"BREAKING: Bill to end US government shutdown awaiting Trump's signature. Approved by the House it funds majority of Govt. till Sept"
X Link 2026-02-03T20:04Z [---] followers, [---] engagements

"Breaking: House approves government funding bill to end partial shutdown. No. of crucial votes: undisclosed"
X Link 2026-02-03T20:11Z [---] followers, [--] engagements

"Advanced Micro Devices $AMD -5% post earnings Revenue: $10.27B vs $9.65B est. Adj. EPS: $1.53 vs $1.32 est. Options leant upside before earnings so a surprise miss. Advanced Micro Devices $AMD Earnings Preview 📈 Revenue: $9.25B $9.67B (+4.5% YoY) EPS: $1.20 $1.32 (+10.0% YoY) Options Positioning 🐂 Implied move: just 7% Put/Call: [----] Delta: Positive pulled back but now ticking higher Gamma: Recovered to https://t.co/OEXyUKJTY8 Advanced Micro Devices $AMD Earnings Preview 📈 Revenue: $9.25B $9.67B (+4.5% YoY) EPS: $1.20 $1.32 (+10.0% YoY) Options Positioning 🐂 Implied move: just 7%"
X Link 2026-02-03T21:23Z [---] followers, [---] engagements

"Advanced Micro Devices $AMD -4% post earnings Revenue: $10.27B vs $9.67B est. Adj. EPS: $1.53 vs $1.32 est"
X Link 2026-02-03T21:28Z [---] followers, [---] engagements

"@KobeissiLetter $CMG options positioning prior to earnings was bearish 🐻 Implied move: 8.34% Put/Call: [----] Gamma: Negative and falling Delta: De-risking to flat"
X Link 2026-02-03T21:34Z [---] followers, [---] engagements

"Match Group $MTCH +8% Post Q4 Earnings 🚀 Q4 Highlights Revenue beat +2% YoY Adj. EBITDA +14% YoY Dividend +5% $0.20/share Guidance Q1 revenue: $850860m (+23% YoY) FY26 revenue: $3.413.54B (roughly flat YoY) FY26 adj. EBITDA: $1.281.33B Result Driver HINGE GROWTH - Hinge reported a 26% increase in direct revenue and nearly 50% growth in MAU in European markets for FY25 https://twitter.com/i/web/status/2018802710003548598 https://twitter.com/i/web/status/2018802710003548598"
X Link 2026-02-03T21:44Z [---] followers, [---] engagements

"Breaking: New Zealand Unemployment Rate Actual 5.4% (Forecast 5.3% Previous 5.3%)"
X Link 2026-02-03T21:46Z [---] followers, [--] engagements

"Super Micro Computer $SMCI +6% post earning🚀 Revenue: $12.68B vs $10.42B est EPS: $0.69 vs $0.49 est Options positioning was bullish prior to earnings (see the below post) Super Mirco Computer $SMCI Earnings Preview 📈 Revenue: $5.02B $10.42B (+107.6% YoY) EPS: $0.35 $0.49 (+40.0% YoY) Options Positioning 🐂 Implied move: just 10.84% Put/Call: [----] Gamma: Positive and increasing Delta: Slightly negative but https://t.co/Y40huVFWcd Super Mirco Computer $SMCI Earnings Preview 📈 Revenue: $5.02B $10.42B (+107.6% YoY) EPS: $0.35 $0.49 (+40.0% YoY) Options Positioning 🐂 Implied move: just 10.84%"
X Link 2026-02-03T21:58Z [---] followers, [---] engagements

"@earnings_guy $SMCI options positioning was bullish prior to earnings 🐂 Implied move: just 10.84% Put/Call: [----] Gamma: Positive and increasing Delta: Slightly negative but improving"
X Link 2026-02-03T22:00Z [---] followers, [----] engagements

"Super Micro Computer $SMCI +7% post earnings🚀 Revenue: $12.68B vs $10.42B est EPS: $0.69 vs $0.49 est Options positioning prior to earnings was bullish 🐂 Implied move: just 10.84% Put/Call: [----] Gamma: Positive and increasing Delta: Slightly negative but improving https://twitter.com/i/web/status/2018808247650844711 https://twitter.com/i/web/status/2018808247650844711"
X Link 2026-02-03T22:06Z [---] followers, [---] engagements

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