@mukund M Mohan

Mukund Mohan isn't mentioned in the provided tweets. Therefore, there is no information available to summarize.

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Social Influence

Social category influence stocks 60.5% technology brands 46.64% finance 22.69% cryptocurrencies #2911 automotive brands 6.3% social networks 5.88% countries 3.78% financial services 2.52% exchanges 2.1% celebrities 1.26%

Social topic influence ai #6018, $amzn #458, $googl #3938, if you 7.56%, in the 6.72%, $msft 6.3%, $nvda 5.88%, growth 5.46%, this is 5.04%, $aapl 4.62%

Top accounts mentioned or mentioned by @anthropicai @linkedin @skaushi @psychikmoksha @grok @ravityagarajan @vjvuppala @monica23313008 @positiveinvst @samsolid57 @investpsych @cailen @austinsstocks @gubloinvestor @ripster47 @pharmdca @dixit1978 @ftc @malpatta1 @investudentt

Top assets mentioned Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Tesla, Inc. (TSLA) HUBSPOT, INC. (HUBS) MercadoLibre Inc (MELI) Sea Limited (SE) Salesforce Inc (CRM) Shopify Inc (SHOP) Metadium (META) Pinterest, Inc. (PINS) Crowdstrike Holdings Inc (CRWD) Block, Inc. (SQ) Snowflake Inc. (SNOW) Cloudflare, Inc. (NET) AppLovin Corporation (APP) Atlassian Corporation PLC (TEAM) Snap, Inc. (SNAP) GoodRx Holdings, Inc. (GDRX) ZoomInfo Technologies Inc. (ZI) Oracle Corporation (ORCL) PayPal Holdings Inc (PYPL) Fenerbahçe Token (FB) Datadog Inc (DDOG) Okta Inc (OKTA) Schrodinger, Inc. (SDGR) Etsy Inc (ETSY) Airbnb, Inc. (ABNB) Teladoc Health, Inc. (TDOC) Mario Coin (COIN) Upstart Holdings, Inc. (UPST) Coupang, Inc. (CPNG) QUALCOMM, Inc. (QCOM) Broadcom, Inc. (AVGO) Unity Software Inc. (U) Sleepless AI (AI) Adobe, Inc. (ADBE) Affirm Holdings, Inc. (AFRM) CoreWeave, Inc (CRWV) Uber Technologies, Inc. (UBER) JPMorgan Chase (JPM) Figma, Inc. (FIG) Robinhood Markets, Inc. (HOOD) Klaviyo, Inc. (KVYO) Chewy, Inc. (CHWY) Roku, Inc. (ROKU) UiPath, Inc. (PATH)

Top Social Posts

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

"A guy just used @AnthropicAI Claude to turn a $195000 hospital bill into $33000. Not with a lawyer. Not with a hospital admin insider. With a $20/month Claude Plus subscription. He uploaded the itemized bill. Claude spotted duplicate procedure codes illegal double billing and charges that Medicare rules explicitly forbid. Then it helped him write a letter citing every violation. The hospital dropped their demand by 83%. This isnt just a feel-good story. Its a preview of what AI will really do next: flatten systems built on opacity. Hospitals insurance companies legal firmsall rely on"
X Link 2025-11-04T23:56Z 59.5K followers, 4.3M engagements

"$PINS did a layoff a few days ago. Now we know why Pinterest's Fundamentals Are Clearly Deteriorating Pinterestreported earnings per share (EPS) of $0.67 on revenue of $1.32 billion compared estimates of an EPS of $0.67 on revenue of $1.33 billion"
X Link 2026-02-13T14:31Z 59.5K followers, [----] engagements

"Below $200 now and will get to my range $AMZN $AMZN should go below $200 tomorrow to $160 - $180 range https://t.co/dvnP5ZPC67 $AMZN should go below $200 tomorrow to $160 - $180 range https://t.co/dvnP5ZPC67"
X Link 2026-02-13T19:28Z 59.5K followers, 10.3K engagements

"Anthropic opened a Bengaluru office doubled India revenue since October and positioned India as its second-largest Claude market. @AnthropicAI Nearly half of usage in India is coding and math tasks. Theyre investing in Indic language improvements partnering across enterprise nonprofits agriculture courts and even supporting a government MCP server. When people say AI talent pool they mix two completely different things. Application engineers frontier AI researchers. China is strong in the part that determines long-term power: research depth compute ownership and incentives that keep top"
X Link 2026-02-16T14:48Z 59.5K followers, [----] engagements

"My threads data tools I use investment philosophy and frequently asked questions. Please review these links. [--]. Overview [--]. Investing Process [--]. Tools I use and like https://docs.google.com/document/d/e/2PACX-1vS3wobM51iH3ESZU6GT1ptKL6c2XxZ85AFTgP03tdOMXKEvDXJs4fHcUr4EzqFppRq1R39P7mOhDvel/pub https://docs.google.com/document/d/e/2PACX-1vS5bfcNKsobYEDGZv2mPZXVX4S3B46VryDkFRmlFuqyNoj-JEjTw502yb3anYme2vw_XQFmJUqAzKad/pub https://docs.google.com/document/d/e/2PACX-1vTlEZ9_p42R_zjRCaKeqcJHMCcuphlLstQ9SA4QGqrS2Uc2_8wOouUAVg5jof8Wa2Vf1qbF-eJPdi1h/pub"
X Link 2021-03-08T16:38Z 59.5K followers, [----] engagements

"$AAPL $QCOM $NXPI $AVGO"
X Link 2024-06-21T23:42Z 59.5K followers, 1.4M engagements

"Applovin Corporation $APP Deep Dive http://stocksmarts.substack.com/p/applovin-corporation-app-deep-dive http://stocksmarts.substack.com/p/applovin-corporation-app-deep-dive"
X Link 2025-03-28T22:00Z 59.2K followers, [----] engagements

"$KARO Needham initiates Karooooo as buy Needham said the software company is well positioned. We are initiating coverage of Karooooo Ltd. with a Buy rating and $60 price target"
X Link 2025-07-16T12:57Z 59.2K followers, [----] engagements

"For all the self proclaimed doubters. Here is a link to the article X will actively suppress outbound links. So if you are smart you know you should not link out. But if you link in the follow on post the original post does not get affected https://www.tomshardware.com/tech-industry/artificial-intelligence/grieving-family-uses-ai-chatbot-to-cut-hospital-bill-from-usd195-000-to-usd33-000-family-says-claude-highlighted-duplicative-charges-improper-coding-and-other-violations"
X Link 2025-11-05T02:36Z 59.5K followers, 210K engagements

"$TCS @CoastalCloud $CRM Coastal Coastal Cloud got acquired by Tata Consultancy Services for $700M [----] revenue is about $152M (+15% YoY) about [---] people with [----] certifications in Salesforce TCS didnt just buy Coastal Cloud for Salesforce capability. They boughtU.S. payroll arbitrage. Coastal Cloud brings 400non-H1B U.S.-based Salesforce professionals with enterprise logos and Salesforce field trust. Thats the hard part. Salesforce buyers still want onshore faces in the room. RFPs still demand U.S. delivery leadership. This acquisition checks that box instantly. Now comes the predictable"
X Link 2025-12-13T20:57Z 59.2K followers, [----] engagements

"$NAVN private valuation (most recent) was $9.2B and now it is a 1/3rd of that at $3B Navan went public on October [--] [----] listing on Nasdaq under the ticker 'NAVN' at $25 per share raising approximately $923 million at a valuation near $6.2B represented a roughly 30% discount from its [----] private valuation of $9.2 billion. The stock dropped 20% on its first trading day to $20 per share CNBC and more recently fell another 16% to around $12.33 following a third-quarter earnings miss and the surprise resignation of CFO Amy Butte https://twitter.com/i/web/status/2001646486485119168"
X Link 2025-12-18T13:31Z 59.2K followers, [----] engagements

"Forecasters at jobs site Indeed expect relatively minimal hiring growth in [----] and e-commerce platform Shopify $SHOP -0.16% decrease; red down pointing triangle and Chime Financial $CHYM -0.53% decrease; red down pointing triangle are already vowing to keep the size of their employee bases roughly flat https://twitter.com/i/web/status/2005358739160027396 https://twitter.com/i/web/status/2005358739160027396"
X Link 2025-12-28T19:22Z 59.2K followers, [----] engagements

"$BX should get to $150 by next Quarter earnings"
X Link 2026-01-16T13:51Z 59.2K followers, [----] engagements

"$MU Samsung Semiconductor SK hynix and Micron Technology are diverting capacity to high-margin ultra-complex HBM - high bandwidth memory chips for AI servers. These chips have lower yields take longer to manufacture and crowd out standard RAM and flash. With over 90% of global memory controlled by three players prices across consumer electronics and cloud infrastructure are rising fast and the bill ultimately lands with consumers and businesses. GPUs get headlines but memory is a choke point - just like electricity. Consumer electronics are now subsidizing AI margins. Your laptop price is"
X Link 2026-01-18T00:22Z 59.2K followers, 15.1K engagements

"At the same time which companies are the "worst" for [----] $TRIP $TWLO $ZI $LYFT $RIVN $TXN $AI $BMBL $U $ACVA"
X Link 2026-01-20T00:00Z 59.5K followers, [----] engagements

"$PDD - Temu should be affected The Demand for Data: Regulators arrived to investigate reports of fraudulent deliveries and "brushing" (fake reviews/orders). They demanded access to PDDs real-time transaction data. The Corporate Pushback: This data is incredibly sensitive containing proprietary insights into PDDs customers and logistics. Company executives and government relations staff reportedly tried to block the investigators leading to at least two physical altercations. Alleged Retaliation: There are unconfirmed reports that the inspection was sparked by a "turf war" involving a former"
X Link 2026-01-20T04:18Z 59.2K followers, [----] engagements

"$UAL follows $DAL rosy forecast United Airlines The airline said it expects to generate record earnings in [----] due to strong travel demand in recent weeks leading shares to rise 3%. United Airlines expects adjusted earnings per share of between $12 and $14 this year in line with the $13.16 per share anticipated by analysts. The company also forecast per-share earnings of $1 to $1.50 while analysts called for $1.13 per share. https://twitter.com/i/web/status/2013970368722313233 https://twitter.com/i/web/status/2013970368722313233"
X Link 2026-01-21T13:42Z 59.2K followers, [----] engagements

"$AMZN This is a pay "reset" not an AI layoff. Amazon is preparing another major round of corporate layoffs potentially [-----] roles; starting as early as next week per Reuters. The cuts are expected to spanAmazon includingAmazon Web Services retail Prime Video and HR. While internal messaging has referenced AI and efficiencyAndy Jassyhas emphasized bureaucracy and culture even as Amazon posted $21.2B in quarterly net income. The biggest delta sits with [--------] hires who came in at 2040% premiums versus tenured peers doing similar work. Culture is the PR wrapper.Layers and bureaucracy is the"
X Link 2026-01-23T17:45Z 59.5K followers, 16.8K engagements

"This is good ENERGY IS THE BIGGEST BOTTLENECK FOR AI DATA CENTERS Microreactors: $BWXT SMRs: $SMR $OKLO Battery Storage: $FLNC $TSLA Transmission/Grid: $NEE $NGG Oil & Gas: $XOM $CVX $BP $SHEL $COP Independent Power Producers: $VST $TLN Renewables: $FSLR $ENPH $GEV $NEE $SMEGF https://t.co/weYhjBjkpX ENERGY IS THE BIGGEST BOTTLENECK FOR AI DATA CENTERS Microreactors: $BWXT SMRs: $SMR $OKLO Battery Storage: $FLNC $TSLA Transmission/Grid: $NEE $NGG Oil & Gas: $XOM $CVX $BP $SHEL $COP Independent Power Producers: $VST $TLN Renewables: $FSLR $ENPH $GEV $NEE $SMEGF https://t.co/weYhjBjkpX"
X Link 2026-01-24T23:24Z 59.5K followers, 57.5K engagements

"The @brexHQ acquisition by @CapitalOne e for $5.15 billion just closed this week. On paper it sounds like a win. A fintech unicorn finding an exit in a challenging market. But dig into the numbers and you'll find a sobering lesson about startup equity that every late-stage joiner needs to understand. $COF The Tale of Two Outcomes If you joined Brex in 2018-2019: Congratulations. Your stock options with strike prices around $0.50-$1.00 per share just turned into meaningful returns. Early investors like Ribbit Capital tal (who led the $7 million Series A in 2018) Y Combinator mbinator and"
X Link 2026-01-26T04:40Z 59.2K followers, [----] engagements

"$ISRG TD Cowen initiates Intuitive Surgical as buy TD Cowen says the med tech company has plenty of upside. We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors"
X Link 2026-01-27T13:52Z 59.2K followers, [----] engagements

"$SBUX Earnings per share: [--] cents adjusted vs. [--] cents expected Revenue: $9.92 billion vs. $9.67 billion expected Solid. Stock up 7% on news pre market"
X Link 2026-01-28T13:32Z 59.5K followers, [----] engagements

"$NVO and $LLY When you stop using GLP1 your bodys natural hunger hormones (ghrelin) surge and your satiety hormones (GLP-1) plummet"
X Link 2026-01-28T13:44Z 59.2K followers, [----] engagements

"$TSLA Tesla reported $24.9 billion in revenue for the quarter. It also posted $94.8 billion in revenue for all of [----] down 3% from the year before. Tesla reported $0.50 in earnings per share beating analyst expectations of $0.45"
X Link 2026-01-28T21:56Z 59.5K followers, [----] engagements

"$ORCL bought Cerner for $28B It is now looking to sell it and lay off 30K people to fund its AI Datacenters"
X Link 2026-01-31T00:51Z 59.4K followers, [----] engagements

"Only in $COST [--] kilogram of Cumin. Likely for a restaurant or for [--] years for a family of 4"
X Link 2026-01-31T17:49Z 59.2K followers, [----] engagements

"Leaving a Good Job Leaving a good job isnt failure. Staying can be riskier if it quietly narrows future options. The danger isnt changeits dependence on continuity. My book: Why Similar People End Up Very Differently Available on Amazon and Barnes & Noble"
X Link 2026-02-01T04:23Z 59.2K followers, [----] engagements

"$CHGG Subscriber base compression. Subs went from 4.7M (Q124) to 3.6M (Q424) to 2.6M (Q225). Revenue compression 2024Q1 $178M to $72M Q12026"
X Link 2026-02-01T17:28Z 59.5K followers, [----] engagements

"Love it $COST 🚨 COSTCO IS BUILDING APARTMENTS ON TOP OF ITS STORES - TO BYPASS HOUSING LAWS Costco wanted to build a new store in South Central Los Angeles. LAs approval process said: years of hearings reviews and a possible last minute no. So Costco found a loophole. Mixed-use https://t.co/OLfKTugnml 🚨 COSTCO IS BUILDING APARTMENTS ON TOP OF ITS STORES - TO BYPASS HOUSING LAWS Costco wanted to build a new store in South Central Los Angeles. LAs approval process said: years of hearings reviews and a possible last minute no. So Costco found a loophole. Mixed-use https://t.co/OLfKTugnml"
X Link 2026-02-01T21:18Z 59.2K followers, [----] engagements

"Read between the lines. We will get rid of 30K people from our payroll to fund this. $ORCL Oracle is committed to driving economic value for Abilene and its residents. Our first two data center buildings alone are expected to create $1 billion in local economic impact over the next [--] years. We are developing local training to help residents obtain high qualityjobs Oracle is committed to driving economic value for Abilene and its residents. Our first two data center buildings alone are expected to create $1 billion in local economic impact over the next [--] years. We are developing local"
X Link 2026-02-01T23:28Z 59.2K followers, 45.8K engagements

"Big tech will layoff between 150K to 220K over the next [--] years. The AI boom across Big Tech is a capital allocation problem. The MAG7 $MSFT $AMZN $META $GOOGLE $AAPL + $NVDA and $TSLA Microsoft Amazon Meta Platforms Alphabet Apple plus NVIDIA and Tesla have all converged on the same strategic reality: AI is now the core platform shift and it demands an extraordinary amount of capital up front. Microsoft is now running at roughly $4550 billion per year in capex Amazon is higher still with $6065 billion per year Metais back up to $3540 billion annually Google sits in the $4550 billion range."
X Link 2026-02-02T00:25Z 59.2K followers, 117.6K engagements

"Who will Amazon Meta Microsoft Google and other tech companies (Pinterest Expedia Group Cisco ASML Zillow etc.) cut next $AMZN $META $MSFT $GOOGL $ASML $CSCO $PINS $Z $EXPE I mentioned yesterday that 150K-210K jobs will be cut from Mag7 over the next [--] years. In this post I want to use data to give directional clarity on who gets cut. To do this I looked at CA and WA WARN filings + [--] quarters of CEO post earnings calls from [--] companies that cut more than 5K people each. This gives you a sense of who got cut and who might; going forward. The WARN data is heavily skewed towardsoftware"
X Link 2026-02-03T00:07Z 59.2K followers, 19.5K engagements

"$PYPL well that was quick. PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss whose turnaround plan failed to meet targets and streamline the sprawling payments business"
X Link 2026-02-03T16:54Z 59.4K followers, [----] engagements

"$ADBE $250s Bro this will be a bloodbath at that point. $100B for $7B in net profit growing at 25% YoY Even with a much more conservative growth rate of 12% Adobe appears undervalued if you can buy it at a $100B market cap. At $100B Market Cap: You are essentially buying Adobe at a 12.5x P/E ratio ($100B / $8B). For a high-margin software business with dominant "moats" like Photoshop and Acrobat a 12.5x multiple is historically very cheap https://twitter.com/i/web/status/2018782182505169353 https://twitter.com/i/web/status/2018782182505169353"
X Link 2026-02-03T20:22Z 59.2K followers, 77.2K engagements

"$KO $PEP $WMT $GWW $CAT $DE $USFD Consumer defensive names like Coca-Cola PepsiCo Walmart US Foods and Grainger are outperforming because they can raise prices with minimal demand destruction. Thats classic late-cycle behavior: investors prefer margin stability over revenue acceleration. https://twitter.com/i/web/status/2019040577116139773 https://twitter.com/i/web/status/2019040577116139773"
X Link 2026-02-04T13:29Z 59.2K followers, [----] engagements

"Timing is hard no doubt but if you held $NVO from [--] to today you had $0 gains. While you could not have timed perfectly the set it and forget it is just not good advice"
X Link 2026-02-04T20:48Z 59.2K followers, [----] engagements

"I dont get $ARM at any price higher than $47 - $50. This is just a $4B revenue company growing at 20% YOY and [---] PE"
X Link 2026-02-04T22:34Z 59.2K followers, [----] engagements

"@monica23313008 @FTC I think the bottoms out. 1/ small truckers are out giving more vol to ODFL 2/ UPS efficiency and cost cuts 3/ tariff clarity from Paccsar"
X Link 2026-02-05T04:51Z 59.2K followers, [---] engagements

"@A_May_MD I dont understand this part. For any drug dont they have to get FDA approval Even if it is a compounding How can they just sell this without approval clinical trials etc"
X Link 2026-02-05T16:56Z 59.2K followers, 11.7K engagements

"@PositiveInvst I made one. Does not do everything $CRM or $HUBS does but I dont need all their features. I needed something like a personal CRM and it took me 4-5 hours to build put it in AWS and secure it. Costs about $12 - $15 per month for our team of [--] sales reps"
X Link 2026-02-05T21:57Z 59.2K followers, [----] engagements

"$AFRM The buy now pay later company on Thursday posted a net income of $7.45 million or [--] cents a share in the quarter-ended Dec. [--] compared with a loss of $38.4 million or [--] cents a share a year earlier. Revenue jumped 30% to $1.12 billion. Analysts forecast revenue of $1.06 billion. https://twitter.com/i/web/status/2019531147139764249 https://twitter.com/i/web/status/2019531147139764249"
X Link 2026-02-05T21:58Z 59.3K followers, [----] engagements

"$TEAM what does it have to do to get out of this rut no position Revenue: $1.59 billion vs analyst estimates of $1.54 billion (23.3% year-on-year growth 2.8% beat) Adjusted EPS: $1.22 vs analyst estimates of $1.14 (6.6% beat) Adjusted Operating Income: $430.2 million vs analyst estimates of $379.7 million (27.1% margin 13.3% beat) Revenue Guidance for Q1 CY2026 is $1.69 billion at the midpoint above analyst estimates of $1.64 billion https://twitter.com/i/web/status/2019531409514430679 https://twitter.com/i/web/status/2019531409514430679"
X Link 2026-02-05T21:59Z 59.2K followers, 14.1K engagements

"@malpatta1 I dont know yet. But I do get a sense that $TEAM will get some products disrupted thanks to more LLMS writing code vs developers. I see it daily in my own teams"
X Link 2026-02-05T22:33Z 59.2K followers, [---] engagements

"I dont know yet. I am not maintaining it. Some small fixes for security etc. Do a backup once a while. I dont see a need to upgrade because we DONT need all the features that $HUBS had and was going from costing us $250/year starter plan to $17K per year Basically Hubspot is WAY too expensive for us. So we built the 50% of the features we needed at 10% of the costs. We dont need all the other features until we hit say [---] people - which might be never (automate more keep hiring to minimal / none) https://twitter.com/i/web/status/2019542699033166052"
X Link 2026-02-05T22:44Z 59.2K followers, [---] engagements

"@InveStudentt @PositiveInvst We moved from Hubspot starter plan so we had $HUBS to this. Basically Hubspot quoted us $17K a year and I was upset enough to build ONLY what we needed (it is less than a 10th of what Hubspot Sales cloud offers at 1/100th of the price"
X Link 2026-02-05T22:47Z 59.4K followers, [----] engagements

"The year is [----]. Cloud is a $2.1 Trillion market worldwide. $AMZN $345B AWS $MSFT $315B Azure $GOOGL $230B GCP Still together $890B Others will be $1.2Trilion $ORCL $70B OCI $BABA $102B $CRWV $NBIS and @CrusoeAI together about $100B"
X Link 2026-02-06T05:09Z 59.5K followers, 15.1K engagements

"Yes i understand the criticism around 93% of $TEAM operating income going to SBC. Thats not the main reason the stock is down however. In [----] SBC was 26% of Atlassian expenses. Thats rich. The problem is the macro narrative that developer seats are going lower which should show up in NRR but they are not. $TEAM what does it have to do to get out of this rut no position Revenue: $1.59 billion vs analyst estimates of $1.54 billion (23.3% year-on-year growth 2.8% beat) Adjusted EPS: $1.22 vs analyst estimates of $1.14 (6.6% beat) Adjusted Operating Income: $430.2 million vs $TEAM what does it"
X Link 2026-02-06T13:34Z 59.2K followers, [----] engagements

"from @elonmusk $NXT - by late [----] chips will pile up unused because grids turbines transformers cooling margins and interconnect approvals cannot keep up"
X Link 2026-02-06T13:53Z 59.2K followers, [----] engagements

"The alternative story for @ajassy [--]. was the "founder" of AWS [--]. The Covid overspend he inherited is now steamlined [--]. $META $GOOGL and $MSFT all over hired during the pandemic as did $aMZN - jassy's right sizing [--]. RTO was needed. 32% of Amazon engineers had side hustles after pandemic [--]. Retail was a Bezos experiment which Jassy's correcting [--]. AWS growth now at 24% YOY highest in [--] quarters [--]. Rivian Kupier were all Bezos invesments. If anything JAssy's now makign them payoff [--]. Yes the stocks' flatlined. That's true. But these things take time - look at $GOOGL under Pichai for e.g. 9."
X Link 2026-02-06T15:53Z 59.4K followers, 24.4K engagements

"I dont have a [----] person company but this is the same reason we built our own CRM. Dont need all the features of a large CRM $HUBS is complicated AND Expensive Implementation configuration and maintenance are a pain. I work in a 1600-person company where we did replace an expensive SaaS product with an internally created piece of software built by a senior engineer using AI. So this is happening. In our case the software wasnt just equivalent but better for our needs. It eliminated I work in a 1600-person company where we did replace an expensive SaaS product with an internally created piece"
X Link 2026-02-06T15:55Z 59.5K followers, 10.1K engagements

"With $APP added. State of advertising. Slowly but unspoken truth - $AMZN is going to get bigger in Ads - thanks to CTV $GOOGL $META $SNAP $PINS $RDDT https://t.co/AefUL98Lua State of advertising. Slowly but unspoken truth - $AMZN is going to get bigger in Ads - thanks to CTV $GOOGL $META $SNAP $PINS $RDDT https://t.co/AefUL98Lua"
X Link 2026-02-06T16:22Z 59.4K followers, 13.9K engagements

"They are barely buying back the stock they are diluting via SBC $TEAM Atlassian CEO: "We believe our shares are significantly undervalued. Were using our strong free cash flow to opportunistically repurchase our stock." $TEAM https://t.co/YJAiJfdJ4t Atlassian CEO: "We believe our shares are significantly undervalued. Were using our strong free cash flow to opportunistically repurchase our stock." $TEAM https://t.co/YJAiJfdJ4t"
X Link 2026-02-06T20:23Z 59.2K followers, [----] engagements

"On @LinkedIn More people building a small $CRM Like we did. First it is a trickle. Then a tsunami"
X Link 2026-02-06T22:54Z 59.4K followers, 52.4K engagements

"@psychikmoksha @LinkedIn Build and deploy. Then they turn it to $ACN or $INFY for maintenance"
X Link 2026-02-07T02:02Z 59.5K followers, [--] engagements

"Not all SaaS is the same. Some wont make it. Regardless of the size or value. If agents start to do more work. Then software providers will migrate to billing by unit of work. E.g. instead of seats $CRM might price by number of opportunities deals or active customers. Same for number of solved customer service queries instead of seats. Thats not the issue. The problem what previously was a market for apps built on a $HUBS to connect with are no longer needed There will be serious headwinds for many SaaS. I am not sure how many of them survive but quite a few will go private and milk customers"
X Link 2026-02-07T05:04Z 59.5K followers, [----] engagements

"@CREretail_love @LinkedIn Sales is. But if you think the reason you will grow your top line is a CRM you are mistaken. The CRM is a tool to track align report and prioritize. Dont make it more than it is"
X Link 2026-02-07T06:26Z 59.2K followers, [---] engagements

"@peterdacreep @LinkedIn PE fund"
X Link 2026-02-07T06:28Z 59.5K followers, [--] engagements

"@Investor_NICK_ Cost of ingredients 25% Cost of labor 33% Overhead 15% Delivery eating up margins 17% Actual margins 5% Where did cheap restaurants go They went to delivery. Even if inflation is higher the big difference is $DASH is eating margins. @grok fact check"
X Link 2026-02-07T22:25Z 59.4K followers, [----] engagements

"@red___square @LinkedIn Ok. Whatever"
X Link 2026-02-07T22:44Z 59.2K followers, [--] engagements

"@venkat_systems @LinkedIn @grok what percent of customers of Salesforce spend less than $50K a year and what is the average spend per customer for salesforce overall"
X Link 2026-02-08T00:11Z 59.2K followers, [--] engagements

"@steakandbakers I am not short $Hubs or $CRM"
X Link 2026-02-08T03:12Z 59.2K followers, [---] engagements

"@zoomyzoomm Technically if the stock prices go up then aligning employees pay with stock prices makes sense. But this is just lame"
X Link 2026-02-08T03:27Z 59.2K followers, [----] engagements

"@samsolid57 The only thing I can think of. $AMZN $200B Capex 4-5 year amortization schedule. $20-$25B a year. If the revenues from all this CapEx does not grow fast enough to generate FCF then we are looking at ridiculous losses like $FB post Reality labs incident"
X Link 2026-02-08T16:39Z 59.4K followers, [----] engagements

"Japans Takaichi Scores Landslide Win in Election Gamble The prime minister now has a powerful mandate to draw Japan closer to the U.S. and spend more on defense and industrial policy. @WSJ"
X Link 2026-02-08T16:55Z 59.2K followers, [----] engagements

"@investpsych @samsolid57 35% on chips with $NVDA and Tranium 4/5 year amortization 28% on electrical racks with shorter amortization 15% with buildings with 15-20 year useful life The revenues need to go from AWS 35B this q to $60-$70B per quarter by 2029"
X Link 2026-02-08T18:06Z 59.5K followers, [---] engagements

"@KyleAsay_ There is some disruption ahead. Whether it is $CRM or $HUBS or others. Will every company get rid of these with vibe coded stuff. No Will some not buy these and instead Vibe code Yes Either ways their margins and growth rates will be under pressure"
X Link 2026-02-08T19:47Z 59.2K followers, [---] engagements

"Which is why $MCD core business is real estate butt they sell burgers because they dont value their time Which is why $JPM builds custom models and spends $ Billions on tech hiring cos they dont value their time. Which is why $UBER and $NFLX are not serious businesses cos they keep building and releasing open source cos they are not great companies to begin with. https://twitter.com/i/web/status/2020594450746241045 https://twitter.com/i/web/status/2020594450746241045"
X Link 2026-02-08T20:23Z 59.2K followers, [---] engagements

"@cailen @KyleAsay_ Yeah. I do understand. I was at Microsoft Amazon Cisco and HP. Besides I run a Pe fund buying SaaS so I get it better than most"
X Link 2026-02-08T20:38Z 59.5K followers, [--] engagements

"$PGY ouch down 22% Expects first-quarter revenue to be between $315 million and $335 million below analyst forecasts of $346.7 million"
X Link 2026-02-09T13:50Z 59.2K followers, [----] engagements

"$MNDY trying to use @grok to create the video of its stock price moment"
X Link 2026-02-09T13:56Z 59.5K followers, [----] engagements

"If public this would be $120B Today we announced Databricks Q4 results: * Surpassing $5.4B revenue run-rate growing 65% year-over-year * Delivering positive free cash flow over the last [--] months * Crossing $1.4 billion revenue run-rate for our AI products Databricks is also completing investments in the https://t.co/FcVv0qiNff Today we announced Databricks Q4 results: * Surpassing $5.4B revenue run-rate growing 65% year-over-year * Delivering positive free cash flow over the last [--] months * Crossing $1.4 billion revenue run-rate for our AI products Databricks is also completing investments"
X Link 2026-02-09T16:49Z 59.2K followers, 15.4K engagements

"@AustinsStocks @samsolid57 $META has 50%+ operating margins before reality labs. And still the rest of the business does. $AMZN has 35% margins on AWS but AI margins are compressed. Its not that hard to understand. And the original thesis of this post was whats the bear thesis if any"
X Link 2026-02-09T20:09Z 59.2K followers, [---] engagements

"No. The comparison was unproven AI spend from AWS to unproven Reality labs spend. The AI spend is on inference. Yes there is some uplift to AWS but most of Bedrock is just an @AnthropicAI pass through. Unlike previous AWS services which are all built on taking open source (free) and making it service ready. https://twitter.com/i/web/status/2020956557564051822 https://twitter.com/i/web/status/2020956557564051822"
X Link 2026-02-09T20:22Z 59.2K followers, [--] engagements

"$SPOT seems to have found a good point to reverse Spotify said its fourth-quarter profit surged to EUR1.17 billion ($1.39 billion) or EUR4.43 a share from EUR367 million or EUR1.76 a share. Revenue rose 7% to EUR4.53 billion or 13% in constant currencies. Analysts expected earnings of EUR2.63 a share on revenue of EUR4.52 billion. https://twitter.com/i/web/status/2021215620168343806 https://twitter.com/i/web/status/2021215620168343806"
X Link 2026-02-10T13:32Z 59.2K followers, [----] engagements

"$SPOT reduces SBC and expects "To continue to do so""
X Link 2026-02-10T13:32Z 59.2K followers, [---] engagements

"$OSCR posted a loss of $352.6 million or $1.24 a share wider than the $153.5 million or [--] cents a share reported a year earlier. On average analysts had anticipated a loss of [--] cents a share as per FactSet. Fourth-quarter revenue rose 17% to $2.81 billion short of the mean analyst estimate of $3.11 billion. Medical loss ration at 91% is still higher than 82% for competitors https://twitter.com/i/web/status/2021217787910422789 https://twitter.com/i/web/status/2021217787910422789"
X Link 2026-02-10T13:40Z 59.2K followers, [----] engagements

"$DDOG should get to $150s finally"
X Link 2026-02-10T13:41Z 59.4K followers, [----] engagements

"$GOOGL Google just issued 100-year bonds. One hundred years. And investors lined up with $100B+ to buy $20B of it. People are literally betting that Alphabet will still be paying interest in [----]. To people who dont exist yet. For tech that hasnt been invented yet. This wasnt done in a zero-rate fantasy world. Rates are 56%. And demand was still 5x. Markets think Google is safer than most boring companies that have been around for a century already. Google isnt a startup anymore. Its not even a big tech company. Its closer to a utility: Search YouTube Android cloud AI compute stuff the modern"
X Link 2026-02-10T15:12Z 59.4K followers, [----] engagements

"Does he not look like rod stewart or something fake $NOW Belief is the ultimate force multiplier. When leaders believe in their team with purpose and heart. people run faster think bigger and RISE together 🤝❤ #MondayMotivation https://t.co/DkU9ob5KI5 Belief is the ultimate force multiplier. When leaders believe in their team with purpose and heart. people run faster think bigger and RISE together 🤝❤ #MondayMotivation https://t.co/DkU9ob5KI5"
X Link 2026-02-10T15:13Z 59.2K followers, [----] engagements

"If you are a developer your job is goig to be automated in less than a year. Not just for simple websites. What can be done by [--] coders can now be done by [--]. The one persn is there to watch AI do it. Its not meant to alarm you. There will still be programmer jobs in a year. They will be mostly very experienced people who managed very old systems with a lot of risk to migrate. Otherwise the new @AnthropicAI Opus [---] or @OpenAI Codex [---] are amazing. They dont need a human TBH for any coding. I use them daily and I have not hand written code in a year"
X Link 2026-02-11T03:18Z 59.2K followers, 24.9K engagements

"@SamanthaLaDuc Agree. Scary for developers and many white collar professionals"
X Link 2026-02-11T03:29Z 59.2K followers, [----] engagements

"@RaviTyagarajan These are good questions. Green field software is relatively easy. Both refactoring and adding features. Brown field is just a lot harder. Anything at allscale still requires developers. But a lot fewer will be needed"
X Link 2026-02-11T04:56Z 59.2K followers, [--] engagements

"Tell you my own story. Built an enterprise app for [--] customers. Solo. Then asked Claude for cloud formation templates. Then what architecture to build. It did it all. Gave me terraform IAC scripts and I just used AWS console to push the infra and used EKS and S3 along with Lambda plus RDS. To give you context. I have NEVER done this before. Customers Security team gave me an all ok. [--] out of [--] said we passed their internal checks. This is moving quickly. Very quickly. https://twitter.com/i/web/status/2021449219517898945 https://twitter.com/i/web/status/2021449219517898945"
X Link 2026-02-11T05:00Z 59.2K followers, [---] engagements

"@RaviTyagarajan Makes total sense. I use to build detailed specs and then feed it to Claude opus [---]. Or even to codex [---]. Tried it with Replit to. Not OMG but Wow. https://specly.site https://specly.site"
X Link 2026-02-11T05:04Z 59.2K followers, [--] engagements

"If you strip all the hype from the doomsayers and be practical: AI capability is compounding quickly. White-collar productivity leverage is increasing. Entry-level knowledge work is structurally vulnerable. Adoption speed is uncertain. Economic displacement will be uneven not universal. Timeline likely measured in phases not overnight collapse. AI is not a fad. It is not a toy. It is not a slow linear curve. But it is also not a meteor. Its a structural capability expansion that will: Increase productivity massively Compress team sizes Eliminate some roles Create new categories Reward early"
X Link 2026-02-11T15:43Z 59.4K followers, [----] engagements

"@BimboResearch I dont use ai to write. that's just lame bro"
X Link 2026-02-11T19:18Z 59.2K followers, [--] engagements

"I have typos in my Twiter posts because I write them on the phone mosttimes. It's just not worth my time to get it perfect. most times I am trying to just say something that's on my mind or I will "speak" using Apple mic and it gets from voice to text. So I apologises for the typos. But that's just me. I keep saying this every 3-4 months and I still get comments complaining about my typos. I know it irks people. I know it makes you think I am "stupid" for bad grammar or poor spelling. I apologize fro that. Maybe I am stupid https://twitter.com/i/web/status/2021668903244755169"
X Link 2026-02-11T19:33Z 59.2K followers, [----] engagements

"$NVDA $GOOGL $MSFT $META $AAPL $TSM $AMZN Expected revenue in next [--] years: Amazon: $5.1 trillion Alphabet: $2.7 trillion Apple: $2.6 trillion Nvidia: $2.4 trillion Microsoft: $2.3 trillion Samsung: $2 trillion Meta: $1.8 trillion Taiwan Semi: $1.2 trillion Alibaba: $917 billion Broadcom: $836 billion Tesla: $762 Expected revenue in next [--] years: Amazon: $5.1 trillion Alphabet: $2.7 trillion Apple: $2.6 trillion Nvidia: $2.4 trillion Microsoft: $2.3 trillion Samsung: $2 trillion Meta: $1.8 trillion Taiwan Semi: $1.2 trillion Alibaba: $917 billion Broadcom: $836 billion Tesla: $762"
X Link 2026-02-11T19:51Z 59.2K followers, [----] engagements

"@dalibali2 It is a very polarizing post. It has some good parts and some dramatic overstatements"
X Link 2026-02-11T19:53Z 59.2K followers, [---] engagements

"Boylan. Bestest. But I dont drink it often"
X Link 2026-02-11T20:34Z 59.4K followers, [----] engagements

"Home is where tech is. Bellevue WA is the new tech hub of the world. Companies with labs here now include OpenAI xAI Meta Google Microsoft Amazon Salesforce Alibaba Tencent Huawei Baidu and many others. (Sorry Seattle - everyone is running away from you as fast as they can.) Bellevue WA is the new tech hub of the world. Companies with labs here now include OpenAI xAI Meta Google Microsoft Amazon Salesforce Alibaba Tencent Huawei Baidu and many others. (Sorry Seattle - everyone is running away from you as fast as they can.)"
X Link 2026-02-12T00:19Z 59.4K followers, [----] engagements

"@psychikmoksha @bargainhunterrr @thejoemando For a few things we use HubSpot but we are increasingly building a lot of stuff ourselves"
X Link 2026-02-12T01:23Z 59.2K followers, [--] engagements

"@Gubloinvestor @CNBC Yes I worked in Vancouver for [--] years"
X Link 2026-02-12T01:24Z 59.2K followers, [---] engagements

"@WisemanCap $MSFT then $GOOGL finally $MET All vibe coded. Then we vibe hard $NVDA and $AAPL"
X Link 2026-02-12T02:39Z 59.2K followers, [----] engagements

"$APP Companys revenue rose by 66% in the fourth quarter to over $1.6 billion bringing its annual figure to over $5.4 billion. AppLovins profits also continued soaring with the net income hitting over $1.1 billion up from $599 million in the same period in 2024"
X Link 2026-02-12T13:21Z 59.4K followers, [----] engagements

"Will AI compress SaaS margins to answer that we need to look at if your profit margin is structural or or accidental $CRM $MSFT $AMZN Structural margins survive technology shifts. Accidental margins disappear the moment the environment changes. AI is the stress test. A structural margin exists because of something hard to replicate. For the last [--] years a lot of software companies enjoyed fat margins because capability was scarce. Natural language processing was hard. Automation was hard. Prediction was hard. If you wrapped those in a clean UI you could charge enterprise prices. Now"
X Link 2026-02-12T13:40Z 59.2K followers, [----] engagements

"@Gubloinvestor Are you long $SNAP Whoa. We have something we disagree on. :) I have been bearish on $SNAP since [----]. I even called it the worst piece of stock ever. I have been wrong many times"
X Link 2026-02-12T13:44Z 59.4K followers, [----] engagements

"$AAPL is the sole winner in China amid a tough YoY comparison $AAPL - CHINA SMARTPHONE SALES SLUMP 23% AS HUAWEI LEADS APPLE BUCKS TREND Chinas smartphone sales fell 23% year over year in January [----] hit by a tough comparison with last years subsidy-driven surge and a shift in Lunar New Year timing Counterpoint data show. Huawei led https://t.co/mJrqfTjmOS $AAPL - CHINA SMARTPHONE SALES SLUMP 23% AS HUAWEI LEADS APPLE BUCKS TREND Chinas smartphone sales fell 23% year over year in January [----] hit by a tough comparison with last years subsidy-driven surge and a shift in Lunar New Year timing"
X Link 2026-02-12T13:45Z 59.4K followers, [----] engagements

"What I mentioned a few days ago $ADBE $FIG Theres a missing piece to the 'Adobe saved $10B' narrative: The Currency. The $20B offer was 50% stock. Since that deal was announced Adobes own stock has faced a massive correction and jd down roughly 25% from the announcement date and over 50% from its [----] highs. If Figma investors had taken the deal they wouldn't be sitting on $20B in value today; theyd be holding a mix of cash and Adobe shares that have moved in lockstep with the broader SaaS reset. Adobe didn't necessarily 'dodge a bullet' as much as both companies were standing in the same"
X Link 2026-02-12T13:51Z 59.5K followers, [----] engagements

"Maybe our jobs are safe for [--] months. I want you to guess which is which. ChatGPT Claude $GOOGL Gemini via a friend so this is not mine but he's not on @X"
X Link 2026-02-12T13:54Z 59.4K followers, 11.3K engagements

"Why I think software development (and the entire SDLC job set - requirements architecutre development testing and debuggig) will be automated by AI It feels like magic but its actually a specific shift in how these models are built. Here is how Gemini GPT-5.3 and Opus [---] are evolving [--]. From "Knowledge" to "Reasoning" (The AlphaGo Moment) Older models were like librarians: if they hadn't read the book they couldn't help. New models are like engineers. Chain-of-Thought (System [--] Thinking): Instead of just predicting the next word models like Opus [---] now "pause" and run internl simulations."
X Link 2026-02-12T14:23Z 59.2K followers, [----] engagements

"So the answers. accurate - Gemini The short answer - Claude the long (and wrong) answer - ChatGPT Maybe our jobs are safe for [--] months. I want you to guess which is which. ChatGPT Claude $GOOGL Gemini via a friend so this is not mine but he's not on @X https://t.co/F4WQbNnpUR Maybe our jobs are safe for [--] months. I want you to guess which is which. ChatGPT Claude $GOOGL Gemini via a friend so this is not mine but he's not on @X https://t.co/F4WQbNnpUR"
X Link 2026-02-12T16:08Z 59.2K followers, [----] engagements

"Its just confirming what we all see using these daily. The progress is astonishing this is absolutely insane just look at the progress from gemini [--] deepthink we're starting to see the types of leaps we associated with huge pre trains on a [--] year timeline every month. if you can't see what's happening and what's coming this year there's very little i can https://t.co/nLDI8tWUyi this is absolutely insane just look at the progress from gemini [--] deepthink we're starting to see the types of leaps we associated with huge pre trains on a [--] year timeline every month. if you can't see what's"
X Link 2026-02-12T17:55Z 59.5K followers, [----] engagements

"For people who cant afford or dont have a good insurance plan ChatGPT is already their therapist For 60-70% of simple review this contract or MNDA claude is already their lawyer For almost everyone who wants a first opinion before i go to the doc Gemini is already their Nurse or Doctor For people like you the usage of time and services of those professionals just goes down. But for questions that need judgement and lots of qualitative experience which is not documented. They will charge a lot more for that. None of their roles might go away if they are good. They will just get different and"
X Link 2026-02-12T20:58Z 59.2K followers, [----] engagements

"@MarceloLima In early [----] $AMZN announced Amazon pill pack and $GDRX crashed. It has not recovered since. Whats your point"
X Link 2026-02-12T21:24Z 59.5K followers, [----] engagements

"News flash Claude Code for product managers exists already As does Claude code for researchers or Claude code for Designers Its called Claude Code. From @AnthropicAI If you think Claude code is too nerdy or technical you dont deserve to be a PM or a researcher or a designer. I get 2-3 LinkedIn messages a week asking to invest in a Claude code for X with a hope that depth will beat the clunky UX of Claude code. Not gonna happen. https://twitter.com/i/web/status/2022064923053109657 https://twitter.com/i/web/status/2022064923053109657"
X Link 2026-02-12T21:47Z 59.5K followers, [----] engagements

"Yeah Claude code to $AMZN AWS one shot should kill many Vibe coding platforms and hosting platforms I used to think Vercel would win the AI era. They're AI native and dev-friendly But now Claude one-shots AWS deploys from CLI for 10-100x cheaper hosting I used to think Vercel would win the AI era. They're AI native and dev-friendly But now Claude one-shots AWS deploys from CLI for 10-100x cheaper hosting"
X Link 2026-02-12T22:44Z 59.5K followers, [----] engagements

"@fabianlindfors @samrags_ @specific_dev I can do this is Claude now. Why would I need specific Dev Curious not challenging you"
X Link 2026-02-12T22:45Z 59.2K followers, [--] engagements

"This should be good but I suspect less buying leading to lower inflation than lower prices. The consumer price index for January accelerated 2.4% from the same time a year ago down [---] percentage point from the prior month the Bureau of Labor Statistics reported Friday"
X Link 2026-02-13T14:10Z 59.4K followers, [----] engagements

"@vjvuppala U.S. retail sales were unchanged in December missing expectations. Spending fell on vehicles furniture electronics and clothing. Slowing wage growth and low savings are weighing on consumers. Economists warn weaker spending could slow economic growth. https://finance-commerce.com/2026/02/us-retail-sales-december-consumer-spending-slowdown/ https://finance-commerce.com/2026/02/us-retail-sales-december-consumer-spending-slowdown/"
X Link 2026-02-13T14:25Z 59.4K followers, [--] engagements

"Retail sales in the US were unexpectedly flat during the December holidays suggesting a pullback among consumers and raising questions about a broader economic slowdown. The report released on Tuesday by the Commerce Department marks a break from relatively robust spending in recent months. Americans had continued to open their wallets even as sentiment about the economy dimmed. https://www.bbc.com/news/articles/cg7e8ven7r7o https://www.bbc.com/news/articles/cg7e8ven7r7o"
X Link 2026-02-13T14:25Z 59.4K followers, [--] engagements

"$PINS Pinterests revenue growth slipped from 17% year-on-year in the second quarter (Q2) to 16% in the third quarter (Q3) and 13% in Q4. The company now expects 11% to 14% revenue growth in Q1 with a midpoint of 12.5% suggesting another quarter of decelerating growth"
X Link 2026-02-13T14:31Z 59.5K followers, [---] engagements

"One half of my feed is filled with doomsayers on Ai Apocalypse The other half is AI maximalists saying we are going to enter a golden era The third half is not in X I used ChatGPT to write this post so it may have got some fractions incorrect 😂"
X Link 2026-02-13T14:56Z 59.5K followers, [----] engagements

"AI maximalist. New tech creates new jobs Charts of the Week: https://t.co/TJgEoHRMdd https://t.co/vislvf1zOa New tech creates new jobs Charts of the Week: https://t.co/TJgEoHRMdd https://t.co/vislvf1zOa"
X Link 2026-02-13T18:08Z 59.5K followers, [----] engagements

"@Angaisb_ Same. I dont know why I pay Claude $200 any more The outputs are mostly similar as well"
X Link 2026-02-14T03:55Z 59.4K followers, [---] engagements

"The first wicket for Tariq and hes got a big one"
X Link 2026-02-15T15:04Z 59.5K followers, [----] engagements

"Hardik is just a clutch player now #INDvsPAK"
X Link 2026-02-15T15:27Z 59.5K followers, [----] engagements

"5 leading companies for the next [--] years and why - buy them when the price gets to the 200Day MA $ALAB will be the next Arista for AI networks $KVYO Shopify winner from merchant marketing $FIG benefits from Vibe Coding $HOOD is going to be the Millennial and GenZ Schwab $CRWV the next hyper scaler for AI Trends. AI starts to make a difference. Vibe coding adopted by non developers. Millennials start becoming wealthy These will happen. Matter of time. https://twitter.com/i/web/status/1986258084390752302 https://twitter.com/i/web/status/1986258084390752302"
X Link 2025-11-06T02:23Z 59.5K followers, 79.2K engagements

"$PRGS Progress Software issued rosy guidance for the first quarter calling for earnings of $1.56 to $1.62 per share on revenue of $244 million to $250 million. Analysts called for $1.41 per share in earnings and $243.6 million in revenue"
X Link 2026-01-21T13:42Z 59.5K followers, [----] engagements

"$UNH $CVS $CI The big news of the day is not Google earnings it is the FTC settlement: The Federal Trade Commission C just secured a landmark settlement with Express Scripts Pharmacy Benefit Services. @FTC It will be a seismic shift in how life-saving drugs are priced not just in the U.S. but across the globe. Here is the simple breakdown of the "Pricing War" between the U.S. government Switzerland and Big Pharma. The U.S. is now enforcing a policy that says:If you sell a drug to Switzerland for $400 you cant charge Americans $1000.The ResultPharmaceutical companies will change behavior. To"
X Link 2026-02-05T00:22Z 59.5K followers, [----] engagements

"State of advertising. Slowly but unspoken truth - $AMZN is going to get bigger in Ads - thanks to CTV $GOOGL $META $SNAP $PINS $RDDT"
X Link 2026-02-06T14:33Z 59.5K followers, 15K engagements

"$AMZN should go below $200 tomorrow to $160 - $180 range"
X Link 2026-02-05T21:04Z 59.5K followers, 27.9K engagements

"$MNDY down 14% on earnings Monday - weak guidance. guided for operating income of $165 million to $175 million for [----] well below analysts' estimates of $218 million heading into the print. The company expects full-year revenue of $1.45 billion to $1.46 billion in [----]. Analysts had estimated $1.48 billion. Reported adjusted earnings of $1.04 a share for the fourth quarter ahead of analysts' consensus of [--] cents. Revenue totaled $333.9 million up 25% from last year and above Wall Street's forecast of $329.7 million. This seems ridiculous http://Monday.com http://Monday.com"
X Link 2026-02-09T13:41Z 59.5K followers, [----] engagements

"I dont think this No white collar jobs scenario happens What will likely happen is we need fewer people to do the same jobs. So productivity increases. AI will be deflationary. The people who get laid off will find new things to do. Some (very few) will be mix better off. Many will be worse off but will hate their new jobs but still do it. More K shaped stuff happens. Ok lets say this [--] months from now there will be no white collar jobs thing is true Then what Ok lets say this [--] months from now there will be no white collar jobs thing is true Then what"
X Link 2026-02-14T05:05Z 59.5K followers, [----] engagements

"🤣 Top-tier reality check. Have a detailed look at these two charts. People don't even want to cook People don't want to do jackshit If someone is willing to pay a 30% markup PLUS a delivery fee just to avoid boiling pasta the idea that they will spend their Saturday https://t.co/s0j3hPBYMl Top-tier reality check. Have a detailed look at these two charts. People don't even want to cook People don't want to do jackshit If someone is willing to pay a 30% markup PLUS a delivery fee just to avoid boiling pasta the idea that they will spend their Saturday https://t.co/s0j3hPBYMl"
X Link 2026-02-14T05:14Z 59.5K followers, [----] engagements

"AI maximalist. Really great visuals showing how new technologies create new jobs over time Over half of net-new jobs since [----] are in occupations that did not even exist in [----] via @a16z https://t.co/TUZhd7ZISZ Really great visuals showing how new technologies create new jobs over time Over half of net-new jobs since [----] are in occupations that did not even exist in [----] via @a16z https://t.co/TUZhd7ZISZ"
X Link 2026-02-14T15:12Z 59.5K followers, [----] engagements

"Passion Passion reduces friction and helps with endurance. It doesnt change economics. Structure determines whether passion compounds or merely sustains effort. My book: Why Similar People End Up Very Differently Available on Amazon and Barnes & Noble"
X Link 2026-02-14T23:36Z 59.5K followers, [----] engagements

"Buy it at https://a.co/d/c04jijH https://a.co/d/c04jijH"
X Link 2026-02-14T23:36Z 59.5K followers, [---] engagements

"What a waste of time getting up early to watch this. #INDvsPAK #INDvPAK Why is India playing Pakistan in these one sided games"
X Link 2026-02-15T15:34Z 59.5K followers, [----] engagements

"Is this even a thing now. $GOOGL trolling This match couldve been an email 🤭 This match couldve been an email 🤭"
X Link 2026-02-15T17:35Z 59.5K followers, [----] engagements

"While everyone is hyping this as a win for @openAI the fact that a SINGLE person startup got acquired for (rumors) $100s of millions in stock is the real story. In under [--] months Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting with each other to do very useful things for people. We expect this will quickly become core to our Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the"
X Link 2026-02-15T23:17Z 59.5K followers, [----] engagements

"3 things. #INDvsPAK At this level performing under pressure is important. Since India does not play Pak any place else except World cups I dont think Pak players are used to this pressure. While Indian players play under pressure in IPL Afghanistan vs Pakistan is the new rivalry This is the same Pakistan team that beat Aus 3-0 in Pakistan so we can only imagine how depleted Australias team is for this World Cup https://twitter.com/i/web/status/2023195284776558720 https://twitter.com/i/web/status/2023195284776558720"
X Link 2026-02-16T00:38Z 59.5K followers, [----] engagements

"Massive Utilities Supercycle signal for [--] months. Utilities are benefiting from three simultaneous forces: A. AI power demand B. Rate stabilization C. Electrification theme $NEE $D $EXC $PCG $AEP $EIX $CNP $CMS $LNT Energy & Midstream $ENB $WMB $KMI $TRP $PBA $AM $WES https://twitter.com/i/web/status/2023414350967648323 https://twitter.com/i/web/status/2023414350967648323"
X Link 2026-02-16T15:09Z 59.5K followers, 10K engagements

"$AAPL $QCOM $NXPI $AVGO"
X Link 2024-06-21T23:42Z 59.5K followers, 1.4M engagements

"$GOOGL $META $AMZN"
X Link 2024-06-21T17:41Z 59.5K followers, 170.1K engagements

"I am going to have a tough two days or more. Going to be off Twitter so don't expect any replies or posts. If you can or are inclined please pray so I have strength. 🙏🏾🕉"
X Link 2021-03-15T19:25Z 59.5K followers, [----] engagements

"We bounce 2% higher tomorrow Easy money"
X Link 2025-04-03T19:13Z 59.5K followers, 160.7K engagements

"Here is my process since many of you asked. It is simple. [--] Steps: [--]. Screen [--]. Validate [--]. Verify [--]. Watch [--]. Average In"
X Link 2021-02-19T02:49Z 59.5K followers, [----] engagements

"Hindsight bias: I was pretty confident with $MELI $SHOP $OKTA and $NVDA as picks for [----]. [----] I feel confident about $ZI $SDGR $GDRX $CHWY $SE $ETSY $PINS. I don't need new names. I need known names to continue to execute. #CheckInAYear"
X Link 2020-12-31T22:15Z 59.5K followers, [----] engagements

"The next decades public companies sectors: [--]. AI [--]. Data management and analytics [--]. eCommerce / DTC [--]. EdTech [--]. Hardware [--]. Internet S/W [--]. Supply chain and logistics [--]. Auto & EV [--]. Consumer [--]. Cybersecurity [--]. Fintech [--]. Health [--]. Mobile [--]. Travel [--]. Other"
X Link 2021-06-25T03:04Z 59.5K followers, [----] engagements

"Hello $NVDA 31% of all this capex spend come to You in [----] $MSFT $80B $GOOGL $75B $AMZN $74B $META $65.5 B 👍🏾😳😎🎉🎁😜"
X Link 2025-02-05T02:36Z 59.5K followers, 143.1K engagements

"Short Commercial EV thread: $RMO $ACTC $CIIC $HYLN $NKLA $NGA I spent a week understanding the market first and then looked at all presentations"
X Link 2021-01-30T01:17Z 59.5K followers, [----] engagements

"My [--] sectors for 2021: [--]. Travel: $ABNB $BKNG (watching) [--]. Ad Tech: $ROKU $TTD $PINS $SNAP (no $GOOG and $FB for now) [--]. eCommerce $MELI $ETSY $CHWY $BARK [--]. Better Health $GDRX $PTON $IPOC $SDGR [--]. Cloud: $NET $ZI $CRWD $AI What are yours"
X Link 2020-12-23T00:28Z 59.5K followers, [---] engagements

"My notes to help you save time - instead of viewing Cathie Wood episode [--] ARK Invest - here you go. Enjoy and share"
X Link 2021-02-06T02:56Z 59.5K followers, [---] engagements

"$GOOGL Revenue: $100.11 billion +13.4% EPS: $2.27 +7%"
X Link 2025-10-26T22:54Z 59.5K followers, 95.8K engagements

"Every SPAC database I found was behind a paywall. I am creating a free database for us all to use in FinTwit. It is a simple Google Spreadsheet. Please share with others if you find it useful. I will keep updating it with promoter's name and useful links https://docs.google.com/spreadsheets/d/1_KBlWCdd0mOXGWia27tQF1i1Zk5l9NE4dVt_TKhNzuw/editusp=sharing https://docs.google.com/spreadsheets/d/1_KBlWCdd0mOXGWia27tQF1i1Zk5l9NE4dVt_TKhNzuw/editusp=sharing"
X Link 2020-12-10T06:12Z 59.5K followers, [---] engagements

"$TSLA I dont know what's more funny. Cybertrucks were ALL recalled OR There were only [----] Cybertrucks delivered"
X Link 2024-04-19T13:58Z 59.5K followers, 62.7K engagements

"Screeners and Scanners: My process explained. There is a difference between Screening (Finviz) and Scanning (Koyfin) for stocks. I will share what I do and if you find it useful please use it and share"
X Link 2021-02-20T01:09Z 59.5K followers, [---] engagements

"This is going to be a V shaped recovery for the market. Lots of cash to deploy per fundsWatch"
X Link 2025-04-06T19:54Z 59.5K followers, 120K engagements

"The new $AMZN fresh self checkout store opened close to my home. If I go there and do a video tour would you watch I am a geek and nerd so I will focus on the tech more than the experience"
X Link 2021-06-20T14:51Z 59.5K followers, [---] engagements

"Google runs [------] search queries per second. Compare this to Googles Search business segment which saw revenue of $162.45 billion in [----] and you get to an average revenue per query of [----] cents $GOOG Thread 1"
X Link 2023-02-10T05:27Z 59.5K followers, 185K engagements

"Stocks with revenues growing faster than 100% YoY given Q1 earnings. Ranked by Market Cap $PDD $SE $SQ $ZM $SNOW $MRNA $BX $NIO $BNTX $COIN $DASH $RBLX $PTON $TDOC $ETSY $LI $FUTU $API $YALA $TIGR $RKT $MARA $XPER"
X Link 2021-05-20T01:49Z 59.5K followers, [---] engagements

"$SHOP earnings summary and my [--] pager. I do a summary after earnings of all the stocks in my long term portfolio. So far only my friends @skaushi @ripster47 @Pharmdca @w_biltmore85 @MACDcurlingup have been reading these and humoring me but I thought I'd share broadly"
X Link 2021-03-03T00:29Z 59.5K followers, [---] engagements

"Don't hate me if I put some numbers based on valuations for your favorite stocks that I'd like to buy at lower prices. They may NEVER go that low but I look at historical metrics for EV/EBIDTA and EV/Rev to come with these numbers. [--]. $SNOW - $115 - $144 [--]. $PATH $33 - $41"
X Link 2021-05-10T21:29Z 59.5K followers, [---] engagements

"The only good scanner you need to filter the stocks that should do well in the next [--] months. Strong revenue growth Strong earnings growth Above average volume ATR1 [--] stocks $FB $TSLA $NVDA $NKE $SHOP $UPST $AMAT $UBER $ROKU $APPS $APTV $PINS $TTD https://finviz.com/screener.ashxv=111&f=fa_epsqoq_o30fa_epsyoy_o30fa_salesqoq_o30ind_stocksonlysh_curvol_o1000ta_averagetruerange_o1&ft=4&o=-marketcap https://finviz.com/screener.ashxv=111&f=fa_epsqoq_o30fa_epsyoy_o30fa_salesqoq_o30ind_stocksonlysh_curvol_o1000ta_averagetruerange_o1&ft=4&o=-marketcap"
X Link 2021-09-08T22:13Z 59.5K followers, [---] engagements

"A thread on $GDRX from an ex $AMZN employee. There have been [--] instances when I was at $AMZN and it announced it was entering a new market and competitors stock crashed. What happened next was to be expected. A Thread (1)"
X Link 2020-11-18T06:07Z 59.2K followers, [---] engagements

"$GOOGL Alphabet may become the biggest company in the world thanks to edge in AI MoffettNathanson"
X Link 2025-09-25T15:13Z 59.5K followers, 22.1K engagements

"Cybersecurity value chain $MSFT $PANW $CRWD $S $CYBR $FTNT $CHKP $OKTA $ZS $CSCO"
X Link 2024-03-03T16:33Z 59.5K followers, 79.9K engagements

"$PLTR beautiful base readying for the next leg up"
X Link 2024-07-08T20:04Z 59.5K followers, 44.1K engagements

"Coupang $CPNG South Korea's eCom marketplace IPO. $12B in Rev growing at 91% YoY $500M loss seeking $50Bvaluation Comparables. $MELI $5B in Rev $96B Mcap $PDD $9B Rev $196B Mcap $SE $5B Rev $141B Mcap I thinks this FLIES on debut. https://www.reuters.com/article/us-coupang-ipo-idUSKBN2AC1EL https://www.reuters.com/article/us-coupang-ipo-idUSKBN2AC1EL"
X Link 2021-02-13T06:23Z 59.5K followers, [---] engagements

"I will not sell $SQ given @jack This is a terrific business. Comparing $IPOE $FUSE $FTOC $BFT $SQ and $PYPL What do you think I am long $IPOE and $SQ no position in the others. Not easy to compare all these companies but good to see nonetheless"
X Link 2021-03-20T01:24Z 59.5K followers, [---] engagements

"I follow about [---] investors on FinTwit. Over the last few days I went through their posts and tried to document their top (or many) holdings where posted. There are [--] names that come up in 95%+ of the cases - $ROKU $SE $SQ $TDOC and $SHOP. Will share Google Sheet"
X Link 2020-12-04T02:35Z 59.2K followers, [---] engagements

"If you had to liquidate your portfolio on Dec 30th and buy again on Jan 3rd which is the first stock you would buy and what % of your portfolio would it be I'll go first. $SDGR 8%"
X Link 2020-12-26T04:28Z 59.5K followers, [---] engagements

"Patience is a position too"
X Link 2021-03-03T19:24Z 59.5K followers, [---] engagements

"Whoa. The entire gaming ecosystem mapped Metaverse is happening @GranitebayCap"
X Link 2021-08-18T22:49Z 59.2K followers, [---] engagements

"Screens and scans that I use. Please use and share if you find useful. I am sharing [--] of 25+ screens/scans. The ones that have back tested & work consistently. [--]. Sales and earnings growth [--]. Earnings surprise [--]. Mid cap new IPO [--]. Volume breakout [--]. Small cap hot sector"
X Link 2021-02-22T05:30Z 59.5K followers, [---] engagements

"One of ARK Big ideas is Orbital Aerospace (Space in general) There are [--] companies ETF I looked at. Quick summary based on valuation growth current revenue & future $HOL and $GILT are my best picks. Here is the entire list. $NPA $SPCE $IRDM are on my watchlist. Rest: meh"
X Link 2021-02-03T02:55Z 59.5K followers, [---] engagements

"1. $CRM bought $WORK - [--] months stock will go nowhere [--]. $TDOC buys $LVGO - [--] months stock will go nowhere Large acquisitions take time to digest Same for $SQ and $AFTPY I think This stock will stay in $200 - $250 range for a while is my guess We shall see ht: @skaushi"
X Link 2021-08-02T00:50Z 59.2K followers, [---] engagements

"Why bother paying $NFLX a monthly subscription fee when there is daily drama humor and a action on $TWTR for free"
X Link 2021-05-05T00:47Z 59.5K followers, [---] engagements

"Comparing $CPNG $MELI $JMIA $SE $OZON and $PDD Growth rates for $CPNG and $SE are comparable Growth rates for $MELI and $PDD are comparable Same for $JMIA and $OZON But Ev/LTM - One is LOWER THAN all others. This "gap has to be filled". Coupang $CPNG South Korea's eCom marketplace IPO. $12B in Rev growing at 91% YoY $500M loss seeking $50Bvaluation Comparables. $MELI $5B in Rev $96B Mcap $PDD $9B Rev $196B Mcap $SE $5B Rev $141B Mcap I thinks this FLIES on debut. https://t.co/DhsmxuwEjw https://t.co/ePSny9ZXyr Coupang $CPNG South Korea's eCom marketplace IPO. $12B in Rev growing at 91% YoY"
X Link 2021-03-12T00:09Z 59.5K followers, [---] engagements

"List of all my bad calls and what I learned: [--]. $ABNB - love the company. Valuation Mar/Apr [----] was $30B but IPO day it went to $150B. It has since gone from $150's to $135s) - but went to $200 before. Lesson: Valuation matters"
X Link 2021-05-13T21:17Z 59.5K followers, [---] engagements

"There is an idiot on #FinTwit who claimed the best price for $UPST was in the $60-$80 range. He did not buy it at $80s. @JonahLupton even told this guy $UPST was awesome. But this idiot chose to ignore. That idiot is me. Oh well. #LiveAndLearn"
X Link 2021-06-04T17:31Z 59.5K followers, [---] engagements

"Alternative Scanning - My process. Use and share if useful. I already covered Screening vs Scanning. "Alternative Scanning" is when you use external data. There are [--] scans I browse weekly [--]. Twitter [--]. Reddit [--]. Fidelity [--]. StockTwits [--]. Whale Wisdom"
X Link 2021-02-21T01:36Z 59.1K followers, [---] engagements

"If you look at the "regional" eCommerce players - $OZON $SE $MELI $CPNG $JMIA $PDD and add $AMZN $CPNG is the best - growth and valuation there's nothing even close except $AMZN"
X Link 2021-03-30T19:23Z 59.5K followers, [---] engagements

"1 in every [--] dollars of Venture Capital is now invested in Fintech making it by far the hottest sector in all of tech $SQ $PYPL $UPST $MQ $AFRM"
X Link 2021-07-25T15:41Z 59.2K followers, [---] engagements

"$DKNG Bank of America boosts price target on DraftKings cites Barstool Sports agreement Bank of America lifted its price target on DraftKings citing its marketing agreement with Barstool Sports He lifted the price to $50 a share implying 17% upside from Tuesdays close"
X Link 2024-02-14T13:30Z 59.5K followers, 1.4M engagements

"Wisdom of crowds update. I asked a hypothetical question on #1 stock folks would pick for [----]. Over [---] people responded. Results are in this Google sheet. Top 10: $TDOC $SE $PLTR $SDGR $MGNI $NIO $TTCF $BABA $MELI and $CRWD https://docs.google.com/spreadsheets/d/1c8CHXWC9G3zHLhOjLXkBeESyISSWGOUMs_JteDaIJiw/edit#gid=0 https://docs.google.com/spreadsheets/d/1c8CHXWC9G3zHLhOjLXkBeESyISSWGOUMs_JteDaIJiw/edit#gid=0"
X Link 2020-12-28T00:33Z 59.5K followers, [---] engagements

"We are still day [--] of #GenAI $NVDA $SYM $MSFT $GOOGL $META $AMZN $AAPL"
X Link 2023-12-26T00:34Z 59.5K followers, 86.9K engagements

"In [----] the #AI theme will move from "pilots" to "production. I created a map for you to review. $TSLA $UPST $SHOP $DUOL $ADBE $AI $HUBS $CRM $PATH $MSFT $DDOG $IOT $SYM $ORCL $AMZN $GOOGL $IBM $DOCN $OKTA $CRWD $S $ZS $NET $PANW $VRT $SMCI $ANET $NVDA $AMD $SNOW $ESTC $MDB $PLTR"
X Link 2023-12-20T16:15Z 59.5K followers, 71.6K engagements

"Tech leaders and laggards since the correction. Look at $SE $CRWD"
X Link 2021-05-25T02:31Z 59.2K followers, [---] engagements

"@cnflictdclarity @AnthropicAI Most is not all"
X Link 2025-11-05T04:01Z 59.5K followers, 76.4K engagements

"If you have a [--] [---] months horizon you should consider over indexing on B2B or enterprise tech over consumer names. $PATH $CRWD $ZI $ASAN $HUBS $MSFT $CRM $TEAM $BL $NCNO $BLND $SNOW The digital transformation is happening quicker. With none of the Delta variant hassles"
X Link 2021-09-04T16:18Z 59.5K followers, [---] engagements

"If you just had [--] stocks to pick for the next [--] years. Given what you know today with your knowledge and expertise what would you pick I pick $NVDA $MSFT $SNOW $NET and $PANW Semi Infra Data Networking + Security - the stack"
X Link 2023-03-20T21:46Z 59.5K followers, 145.7K engagements

"Over 65% of Dogecoins are distributed among just [--] wallets across the world while the single largest wallet holds 28% of all Dogecoins. Essentially around [---] people control the entire $46 billion DOGE market"
X Link 2021-04-20T02:57Z 59.5K followers, [---] engagements

"With a forecasted 43% topline CAGR until [----] $SoFi has one of the strongest growth prospects in the fintech industry The companys valuation should be closer to between $30B to $40B until [----] (currently $15B) SoFi can generate at least $5bn in revenues by 2025"
X Link 2021-06-29T13:10Z 59.5K followers, [---] engagements

"The modern cloud data stack is undergoing massive construction and the future of software will be defined by the accessibility and use of data. Key companies in the space"
X Link 2021-07-03T20:58Z 59.5K followers, [---] engagements

"$MSFT shares are up 375.6% since Bill Gates stepped down from the CEO role in January [----]. Most of it after [----]. $AAPL up 918.3% since Steve Jobs' August [----] retirement. $GOOGL Larry Page stepped aside in [----] has experienced a 92% increase $AMZN next"
X Link 2021-07-06T13:19Z 59.5K followers, [---] engagements

"My secondary sectors (20% of portfolio) for [----] [--]. Climate change (includes EV Solar Battery Lidar) - $TAN [--]. Gaming: $SE $U $GRVY [--]. Fintech: $SQ $PAGS $STNE $FUTU [--]. Bio/Genomics: $ARKG (I dont know Genomics) [--]. Marketplaces: $FVRR $UBER $EXPI $OPEN"
X Link 2020-12-23T17:07Z 59.5K followers, [---] engagements

"EV Charging - A thread on the segment of charging infrastructure & stocks including $TPGY $SBE $CLII $BLNK $NBAC $BEEM $STPK $TSLA $IDEX"
X Link 2021-02-01T19:03Z 59.5K followers, [---] engagements

"$GMBL took my time to DD. I spoke with the company's head of strategy and scheduled a call with the CEO. I also heard analysts covering them talk about why they are bullish. This is a good opportunity. See one page DD below It does have risks but I am long Gambling: Skate to where the puck is going. Dont look back. My son says Esports. Gambling with eSports My #1 pick is $GMBL It has been rocking ($7.3 to $18) over the last [--] days. @ChartingOptions @ripster47 @Pharmdca @skaushi - need another pair of eyes on this https://t.co/jeiLPeilD7 Gambling: Skate to where the puck is going. Dont look"
X Link 2021-02-18T00:28Z 59.5K followers, [---] engagements

"Gambling: Skate to where the puck is going. Dont look back. My son says Esports. Gambling with eSports My #1 pick is $GMBL It has been rocking ($7.3 to $18) over the last [--] days. @ChartingOptions @ripster47 @Pharmdca @skaushi - need another pair of eyes on this"
X Link 2021-02-11T04:03Z 59.5K followers, [---] engagements

"I mentioned this before but here is my list of [--] Data Center stocks that I track. There are [--] categories I put them in: [--]. Cloud [--]. Data Center [--]. Compute [--]. Networking [--]. Storage [--]. Cloud REIT [--]. Other Sorted by Market Cap Highlighted are ones in each segment I like"
X Link 2021-02-22T02:32Z 59.5K followers, [---] engagements

"Dont get distracted by the news cycle Software and specifically $SNOW $DDOG $CRWD $NET Will do awesome. So will $KVYO and $HUBS ECom $SHOP $MELI FINTECH $NU Buy on good dips and expect a big move back after the Sell off Rock on. Mag7 rotates into software"
X Link 2025-02-03T01:53Z 59.5K followers, 40.6K engagements

"Movie screenings #FirstDayFirstShow #GunturKaaram in India are something else More fans line up for this than $AAPL iPhone launches Scenes outside prasads #GunturKaaram https://t.co/IW4DuYllxc Scenes outside prasads #GunturKaaram https://t.co/IW4DuYllxc"
X Link 2024-01-11T19:34Z 59.2K followers, 15K engagements

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