@qualtrim Qualtrim

Several major investors, including Warren Buffett, have recently bought or increased their positions in UnitedHealth Group ($UNH). UnitedHealth has shown consistent revenue growth over the past [--] years and has continued to compound fundamentals despite a decrease in the total number of people served. Its stock has risen 30% in just one month.

Engagements: [-------] #

• [--] Week [---------] +58%
• [--] Month [---------] -11%
• [--] Months [----------] +9,478%

Mentions: [--] #

• [--] Week [--] +13%
• [--] Month [---] -5%
• [--] Months [---] +5,240%

Followers: [------] #

• [--] Week [------] +8.20%
• [--] Month [------] +19%
• [--] Months [------] +625%

CreatorRank: [------] #

Social Influence

Social category influence stocks #1164 technology brands #7504 finance 25.74% cryptocurrencies 5.94% countries 3.96% social networks 1.98% celebrities 0.99% travel destinations 0.99% automotive brands 0.99%

Social topic influence $amzn #54, $googl 9.9%, meta #2239, $meta #29, googl #153, microsoft #1565, stocks #3638, $msft #220, $goog #133, company #274

Top accounts mentioned or mentioned by @grok @mrchoudhury @william_r2rclub @vjncapital @wealthmatica @dousek_equity @toninafairvalue @0xmountain @koencrypto @amadosuni @swingtraderphix @trevhesinvests @agarwoodcapital @greenpipstrade @leapoptionscp @brokentoysinv @chintan_2025 @simaormsilva @damendrizzi @joecarlsonshow

Top assets mentioned Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Metadium (META) Microsoft Corp. (MSFT) Mastercard, Inc. (MA) Duolingo, Inc. (DUOL) MercadoLibre Inc (MELI) Adobe, Inc. (ADBE) Uber Technologies, Inc. (UBER) RAI Finance (SOFI) Palantir Technologies Inc. (PLTR) Fair Isaac, Corp. (FICO) S&P Global Inc (SPGI) Moody's Corporation (MCO) Netflix Inc (NFLX) ServiceNow Inc (NOW) Now Coin (NOW) AppLovin Corporation (APP) Taiwan Semiconductor (TSM) Zeta Global Holdings Corp. (ZETA) ZetaChain (ZETA) Advanced Micro Devices (AMD) UnitedHealth Group (UNH) Meta Platforms, Inc. (META) Intuit Inc. (INTU) DoorDash Inc. (DASH) Dash (DASH) Spotify Technology (SPOT) Nebius Group N.V. Class A Ordinary Shares (NBIS) Dollar General Corp (DG) Decentral Games (DG) Franco-Nevada Corporation (FNV) UiPath, Inc. (PATH) UL Solutions Inc. (ULS) Dycom Industries, Inc. (DY) Rocket Lab USA, Inc. Common Stock (RKLB) Snap-on Incorporated (SNA) PayPal Holdings Inc (PYPL) Broadcom, Inc. (AVGO) Micron Technology, Inc. (MU) Apple, Inc. (AAPL)

Top Social Posts

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

"Meta has hit it's largest debt and cash levels in history. Debt: $58.7 billion. Cash: $81.6 billion. $META"
X Link 2026-02-09T12:30Z 24.1K followers, 30.1K engagements

"At Qualtrim we believe great research shouldn't cost a fortune. 7-day free trial. Full access: $8.25/month. Stop overpaying and enjoy institutional-grade analytics right now. Serious tools for serious investors"
X Link 2025-11-13T12:30Z 24.1K followers, 131.1K engagements

"Google just posted the largest debt balance in its history. Now at $59.29 billion. $GOOGL $GOOG"
X Link 2026-02-05T14:42Z 24.1K followers, 78.7K engagements

"Price eventually follows fundamentals. [--] stocks where cash flows tell a very different story than the stock price: [--]. $DUOL - Duolingo: -77%"
X Link 2026-02-10T18:16Z 24.1K followers, 578.6K engagements

"Bill Ackman is sitting on 15% cash and he just let this slip: Were finishing due diligence on a company weve wanted to own for years now available at a bargain Whats the mystery stock $META $MA $MELI"
X Link 2025-11-24T12:10Z 24.1K followers, 440.9K engagements

"6. $NOW - ServiceNow: -55%"
X Link 2026-02-10T18:16Z 24.1K followers, 53.6K engagements

"Microsoft reported Net Income growth of +24% YoY and Azure Cloud growth of +39% YoY. Meanwhile the stock trades at [----] valuations. Interesting. $MSFT"
X Link 2026-02-11T13:00Z 24.1K followers, 19.7K engagements

"ServiceNow is embedded in 85% of the Fortune [---]. 90% of its own IT tickets are resolved by AI zero humans. The stock is trading like somethings broken. $NOW"
X Link 2026-02-12T12:30Z 24.1K followers, 59.9K engagements

"In the first quarter our revenue growth is 35% . I would be incredibly disappointed if our first quarter was the fastest quarter of the year. Anthony Noto $SOFI"
X Link 2026-02-07T12:36Z 24.1K followers, 41.4K engagements

"10. $INTU - Intuit: -47%"
X Link 2026-02-10T18:16Z 24.1K followers, 48.7K engagements

"12. $DASH - DoorDash: -34%"
X Link 2026-02-10T18:17Z 24.1K followers, 48.6K engagements

"Spotify is a compounding machine. The company has maintained a 5Y CAGR of 16%. $SPOT"
X Link 2026-02-12T22:00Z 24.1K followers, 13.7K engagements

"Nebius AI revenue grew by 830% YoY and reported $551 ARR significantly more than they did in September [----]. That's more than double the ARR in a single quarter. They sold out of capacity again. $NBIS"
X Link 2026-02-14T13:32Z 24.1K followers, 12.2K engagements

"On AI CapEx spending: If we end up misspending a couple $100 billion dollars I think that is going to be very unfortunate. But I actually think the risk is higher on the other side Mark Zuckerberg CEO $META"
X Link 2026-02-15T01:15Z 24.1K followers, 12.3K engagements

"AppLovin just reported a monster quarter. They now have a Rule of [--] score greater than Palantir. AppLovin: Score of [---] Palantir: Score of [---] $APP $PLTR"
X Link 2026-02-15T12:08Z 24.1K followers, 23.3K engagements

"4/ Adobe $ADBE Drawdown: -19.5% YTD AI fears dominate headlines yet Creative Cloud remains unmatched and Adobe continues to compound. Asymmetrical opportunity"
X Link 2025-10-28T11:39Z 24.1K followers, [----] engagements

"5/ Fair Isaac $FICO Drawdown: -15.3% YTD Monopoly-level pricing power shifting to subscription. Perhaps just a drawdown before the next leg higher"
X Link 2025-10-28T11:39Z 24K followers, [----] engagements

"If you're hunting for value start here. Here are [--] stocks under a 20x forward multiple. 1) Adobe $ADBE Forward P/E 13.35x"
X Link 2025-11-21T12:39Z 23.7K followers, 212.2K engagements

"4. Dollar General Corp. $DG: +65.99% YTD"
X Link 2025-12-10T12:10Z 24.1K followers, 36.6K engagements

"5. Franco-Nevada Corp. $FNV: +67.53% YTD"
X Link 2025-12-10T12:10Z 24.1K followers, 38.2K engagements

"This is what a tollbooth looks like: 90% of all debt carries both a Moodys and an S&P rating. Dev Kantesaria $MCO $SPGI"
X Link 2025-12-19T12:05Z 24K followers, 14.8K engagements

"Index updates matter. Here are the [--] stocks added to the S&P400 MidCap in December: [--]. UiPath - $PATH - Pending addition: Jan 2nd [----] - Revenue: +16% YoY UiPath is an enterprise intelligent automation process ecosystem"
X Link 2025-12-24T12:22Z 24K followers, 75.6K engagements

"2. UL Solutions $ULS - Joined: Dec [--] [----] - Revenue: +7.11% YoY UL Solutions delivers essential testing inspection and certification services across global supply chains"
X Link 2025-12-24T12:22Z 24K followers, [----] engagements

"5. Dycom Industries $DY - Joined: Dec [--] [----] - Revenue: +14.30% YoY Dycom provides specialty contracting for telecom fiber and 5G infrastructure"
X Link 2025-12-24T12:22Z 24.1K followers, [----] engagements

"Space is the next frontier. Here are the [--] space stocks that beat the market in 2025: [--]. $RKLB RocketLab Corp: +180.93% YTD"
X Link 2025-12-30T12:32Z 22.7K followers, 258.4K engagements

"Duolingo looks cheap at first glance. Trading at 19.19x earnings. Remove the $222.7M one-time tax benefit and the P/E jumps to 45.8x. $DUOL"
X Link 2026-01-13T12:30Z 24K followers, 64.4K engagements

"2. Snap-on Incorporated: $SNA - 10Y Dividend = 14.95% CAGR - [--] years of consecutive increases"
X Link 2026-01-15T12:15Z 24K followers, [----] engagements

"PayPal is a tale of two realities. - 5Y stock: -77% - 5Y revenue: +61.8% At 9.8x forward earnings this is either a historic mispricing or massive value trap. $PYPL"
X Link 2026-01-17T11:56Z 24K followers, 94.7K engagements

"Netflix is trading at the same levels it did in November [----] -33.5% from all-time highs. In that time free cash flows have climbed from $7B to nearly $9B. That's a 25.98% increase. $NFLX"
X Link 2026-01-18T13:00Z 23.9K followers, 1.2M engagements

"Taiwan Semiconductor Manufacturing Company has hit it's highest cash balance in the company's history. They now have $96.8 billion on cash. $TSM"
X Link 2026-01-20T12:45Z 24K followers, 15K engagements

"Zeta Global has reported [--] consecutive beat and raise quarters. Who else is doing this at scale $ZETA"
X Link 2026-01-22T12:45Z 23.6K followers, 27.7K engagements

"SoFi reports earrings next Friday January 30th. Remember this is a company growing. - Revenues: +38% YoY - Memberships: +35% YoY - Lending Segment: +25% YoY - Financial Services Product: +37% YoY Stock: flat for 5-months. $SOFI"
X Link 2026-01-24T13:00Z 22.7K followers, 67.6K engagements

"Micron has 5x its operating margin in the last [--] years while the market was distracted by Nvidia. Stock Price: 338% 1Y Operating margin: 45% Higher than: - AMD - Broadcom - Qualcomm Memory is cyclical but when it's in demand you should pay attention. $MU $AMD $AVGO"
X Link 2026-01-26T12:13Z 24K followers, 13.6K engagements

"UnitedHealth just missed revenue guidance. Stock is -15% pre-market. Notable super investors have bought around these levels: - David Tepper - Michael Burry - Warren Buffett Price is back below $300. $UNH"
X Link 2026-01-27T13:33Z 23.9K followers, 18.2K engagements

"UnitedHealth continues to compound fundamentals quarter after quarter. - Revenue: 11.81% TTM - Stock Price: -47.5% in the last year. That's a massive disconnect. $UNH"
X Link 2026-01-28T12:45Z 24K followers, 31.3K engagements

"Fact: Meta's revenue business is 3.3X larger than Amazon's yet growing at the same rate. - Amazon Ads: +24% YoY - Meta Ads: +24% YoY Zuckerberg just guided for 30% YoY growth next quarter. $META $AMZN"
X Link 2026-01-29T12:39Z 24K followers, 43.8K engagements

""Today Apple is proud to report a remarkable record-breaking quarter with revenue of $143.8 billion up 16% from a year ago" Tim Cook Apple CEO $AAPL"
X Link 2026-01-30T11:50Z 22.6K followers, [----] engagements

"SoFi just added [--] million new members in a single quarter (+34.8% YoY). For perspective Wells Fargo added 1.4M mobile active customers in all of [----]. $SOFI"
X Link 2026-01-30T23:19Z 24K followers, 27.1K engagements

"Mastercard now has [---] billion cards in circulation globally. That means there is now nearly one Mastercard for every two people on Earth. Superiority. $MA"
X Link 2026-01-31T00:15Z 23.8K followers, 19.1K engagements

"Mastercard is quietly becoming a payments OS. Value-Added Services (cybersecurity data fraud) grew +26% this quarter. That's a $500B TAM with 6.5% penetration. $MA"
X Link 2026-01-31T14:07Z 24K followers, 35.4K engagements

"Visa officially processes [---] million transactions every single day. - Visa Debit Cards: [---] billion - Visa Credit Cards: [---] billion Card volumes are the key. $V"
X Link 2026-02-01T12:15Z 23.8K followers, 12.1K engagements

"Fact: Microsoft has not missed a dividend increase since [----]. That's a [--] year consecutive streak. $MSFT"
X Link 2026-02-01T23:00Z 23.8K followers, 32.5K engagements

"Massive cloud providers Google and Amazon report earnings this week. Microsoft reported: +39% YoY Azure growth +110% Cloud RPO Is the writing on the wall for Google Cloud and AWS $GOOGL $AMZN $MSFT"
X Link 2026-02-02T12:49Z 23.8K followers, 46.1K engagements

"Palantir grew Total U.S. Customers (Gov + Comm) by another 49.5% this past quarter. They now have obtained [---] U.S. Customers. That's 3.8X since [----]. $PLTR"
X Link 2026-02-03T11:37Z 22.6K followers, [----] engagements

"Fair Issac Corp. is down -8.5% today and -20% over the last month. Reminder 90% of all lending decisions in the USA use a FICO score. Scores are up 28% in the last [--] months. $FICO"
X Link 2026-02-03T21:00Z 23.9K followers, 17.6K engagements

"Uber now trades at a 5.35% FCF yield. "Uber is a highly profitable and cash-generative growth machine" . "it's incredibly cheap." Bill Ackman $UBER"
X Link 2026-02-04T12:00Z 24K followers, 31.9K engagements

""Data Center segment revenue increased 39% YoY to a record $5.4B led by accelerating Instinct MI350 Series GPU deployments" Lisa Su CEO $AMD"
X Link 2026-02-04T12:45Z 24K followers, 13.8K engagements

"Google Cloud just printed 48% YoY growth. Analysts are now projecting Cloud revenues to hit $87B in [----] or a 50% YoY increase. They too project 35-39% Operating Margins. $GOOGL $GOOG"
X Link 2026-02-05T12:15Z 23.9K followers, [----] engagements

"AWS acceleration has been explosive. Amazon's Cloud ARR is 74% larger than Microsoft yet has accelerated to 3-year highs of 24% YoY. AWS is a Juggernaut. $AMZN"
X Link 2026-02-06T12:00Z 24K followers, 10.7K engagements

"YouTube remains the #1 streamer in the U.S. for nearly [--] years according to Nielsen. Platform did $40.37B with [---] million daily active users. $GOOGL $GOOG"
X Link 2026-02-06T22:30Z 23.8K followers, [----] engagements

"5. $META: Meta Platform Stock: -16.9% Revenue: +22.2% TTM"
X Link 2026-02-08T12:42Z 24K followers, 54.4K engagements

"Super Bowl LX could be the most profitable ever. NBCU is projected to generate $800M-$1B. That's only 0.81% of total [----] revenues. #SuperBowlLX"
X Link 2026-02-08T22:00Z 23.9K followers, [----] engagements

"Amazon Meta Microsoft and Google hit a combined $357.5B of CapEx spending in the last [--] months. The same group spent $251B in [----]. That's a massive 42% increase. $AMZN $META $MSFT $GOOGL"
X Link 2026-02-10T13:15Z 24K followers, [----] engagements

""You want businesses you can easily understand. You want businesses with these huge barriers to entry where it's difficult for others to compete." Bill Ackman Amazon checks both boxes. Is that why Ackman made it a 9.3% portfolio position in Q2 [----] $AMZN"
X Link 2025-09-08T22:45Z 24.1K followers, 23.9K engagements

"Here are [--] stocks that could extremely benefit from rate cuts are you ready [--]. Fair Isaac Corporation $FICO - The backbone of U.S. credit scoring. More lending = more credit checks = more FICO demand. A direct beneficiary of increased consumer borrowing"
X Link 2025-09-17T11:45Z 24.1K followers, 20.5K engagements

"Bad news has plagued this stock. - SAFE Act of [----] - FDA warning letters - Profitability concerns - Novo Nordisk partnership termination - Amazon Pharmacy entering weight-loss meds Hims & Hers is down more than -42% in just [--] months. $HIMS"
X Link 2026-01-10T12:45Z 24.1K followers, 28.4K engagements

"Two years ago Google Cloud made $266M in operating income. Just reported $5.3B at a 30.1% margin. Thats a 20x revolution. $GOOGL $GOOG"
X Link 2026-02-05T11:45Z 24.1K followers, 16.2K engagements

"Waymo expands to London in [----]. Is Google the leader in robo-taxi technology $GOOGL $GOOG"
X Link 2025-10-15T10:52Z 24.1K followers, 20.7K engagements

"Analysts keep raising the bar for Amazon: - Rosenblatt Maintains PT $305 - Mizuho Raised PT $315 $AMZN"
X Link 2025-11-04T17:02Z 24.1K followers, 17.5K engagements

"A year ago Applied Digital was doing $36.3M revenue post spin-off. They just reported $126.6M. Thats a +250% YoY increase. $APLD"
X Link 2026-01-11T12:05Z 24.1K followers, [----] engagements

"Most investors chase yield. The real money is made owning businesses that grow dividends for decades. Here are [--] compounding dividend-growth machines: [--]. Lockheed Martin: $LMT - 10Y Dividend = 8.06% CAGR - [--] years of consecutive increases"
X Link 2026-01-15T12:15Z 24.1K followers, 88.6K engagements

"Microsoft's Cloud RPO is 29% larger than the backlogs of AWS and Google Cloud combined. Put that into perspective. $MSFT $AMZN $GOOGL"
X Link 2026-02-07T15:53Z 24.1K followers, 48.3K engagements

"Costcos Kirkland empire is only [---] warehouses worldwide roughly 8.6% of Walmarts global store count. Yet generates about 40% of Walmart's annual revenue. $COST $WMT"
X Link 2026-02-09T12:00Z 24.1K followers, 14.3K engagements

"Tesla is sitting on the largest cash balance in its history. $42.24B on the balance sheet. $TSLA"
X Link 2025-12-23T12:30Z 24.1K followers, 2.6M engagements

"This stock isnt supposed to move like this. Moodys just received a major analyst upgrade: - Stifel: Hold Strong Buy - Price target raised to $574 $MCO"
X Link 2026-01-06T12:13Z 24.1K followers, [----] engagements

"Axon has now delivered [--] consecutive quarters of +25% YoY revenue growth. Every single quarter beat analyst expectations. $AXON"
X Link 2026-01-12T12:00Z 24.1K followers, [----] engagements

"3. Lowe's Companies: $LOW - 10Y Dividend = 16.07% CAGR - [--] years of consecutive increases"
X Link 2026-01-15T12:15Z 24.1K followers, [----] engagements

"4. Caterpillar Inc: $CAT - 10Y Dividend = 16.07% CAGR - [--] years of consecutive increases"
X Link 2026-01-15T12:15Z 24.1K followers, [----] engagements

"Netflix spends $18B/year on content to compete for attention. YouTubes content spend is basically $0. Yet YouTube Ads alone generates almost as much revenue as all of Netflix: - Netflix TTM: $45.18B - YouTube Ads TTM: $39.46B Same attention economy. $GOOGL $NFLX"
X Link 2026-01-25T13:00Z 24.1K followers, 380.2K engagements

"The last time Microsoft traded at 26x earnings was the [----] stagflation lows. Since then EPS is up +76.7%. Same multiple much bigger business. $MSFT"
X Link 2026-01-29T23:00Z 24.1K followers, 39K engagements

"Palantir has a new largest cash balance ever with zero long-term debt. Their cash pile now sits at $7.2 billion. $PLTR"
X Link 2026-02-03T12:00Z 24.1K followers, 142K engagements

"These companies arent supposed to trade like meme stocks. - Moody's: -8.9% - S&P Global: -11.3% Rare opportunity. $MCO $SPGI"
X Link 2026-02-04T11:48Z 24.1K followers, 42.5K engagements

"Amazon AWS backlog just got updated. Balance is now at $244b up +40% YoY. Google Cloud's backlog is almost equivalent now at $240b. $AMZN $GOOGL $GOOG"
X Link 2026-02-06T11:35Z 24.1K followers, 41.1K engagements

"These are [--] large-cap stocks where price and fundamentals are completely disconnected. [--]. $MELI: MercadoLibre Stock: -30.5% Revenue: +38% TTM"
X Link 2026-02-08T12:42Z 24.1K followers, 491.3K engagements

"2. $NFLX: Netflix Stock: -38.7% Revenue: +15.8% TTM"
X Link 2026-02-08T12:42Z 24.1K followers, 59.1K engagements

"3. $MSFT: Microsoft Stock: -27.8% Revenue: +16.7% TTM"
X Link 2026-02-08T12:42Z 24.1K followers, 55.5K engagements

"4. $AMZN: Amazon Stock: -18.7% Revenue: +12.4% TTM"
X Link 2026-02-08T12:42Z 24.1K followers, 55.3K engagements

"Meta's average revenue per user hit an all-time high of $57.03. In U.S. and Canada ARPU hit $78.37. That's 11x the "rest of the world". $META"
X Link 2026-02-08T13:15Z 24.1K followers, 83.1K engagements

"Adobe trades at a 11.3x P/FCF. This is the lowest valuation Adobe has traded in more than [--] years. That's 66% discount to the historical-norm. $ADBE"
X Link 2026-02-10T12:10Z 24.1K followers, 23.5K engagements

"Amazon's operating cash flow has grown by $92.76B since the [----] stagflation lows. A staggering +198% in just three years. $AMZN"
X Link 2026-02-10T12:30Z 24.1K followers, 13.6K engagements

"2. $UBER - Uber Technologies: -27%"
X Link 2026-02-10T18:16Z 24.1K followers, 60.5K engagements

"3. $ADBE - Adobe Inc: -62%"
X Link 2026-02-10T18:16Z 24.1K followers, 58.1K engagements

"4. $ZETA - Zeta Global: -54%"
X Link 2026-02-10T18:16Z 24.1K followers, 68.3K engagements

"5. $CRM - Salesforce: -47%"
X Link 2026-02-10T18:16Z 24.1K followers, 54.5K engagements

"7. $MNDY - Mondaycom: -83%"
X Link 2026-02-10T18:16Z 24.1K followers, 52.5K engagements

"8. $AMZN - Amazon: -19%"
X Link 2026-02-10T18:16Z 24.1K followers, 50.8K engagements

"9. $SPGI - S&P Global: -28%"
X Link 2026-02-10T18:16Z 24.1K followers, 49.8K engagements

"11. $MELI - MercadoLibre: -22%"
X Link 2026-02-10T18:17Z 24.1K followers, 50.1K engagements

"Duolingo reported [-----] million monthly active users in Q3. What impact do you think the Super Bowl had $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"
X Link 2026-02-10T21:15Z 24.1K followers, 26.3K engagements

"Mastercard has traded at the same earnings multiple for nearly three years. Meanwhile cash flows have skyrocketed +89.7%. $MA"
X Link 2026-02-11T12:36Z 24.1K followers, 19.7K engagements

"Bill Ackman just added Meta Platforms. Based on where he initiated the position he likely bought between 26x to 33x earnings. $META Bill Ackman is sitting on 15% cash and he just let this slip: Were finishing due diligence on a company weve wanted to own for years now available at a bargain Whats the mystery stock $META $MA $MELI https://t.co/ZpBEOqfs3o Bill Ackman is sitting on 15% cash and he just let this slip: Were finishing due diligence on a company weve wanted to own for years now available at a bargain Whats the mystery stock $META $MA $MELI https://t.co/ZpBEOqfs3o"
X Link 2026-02-11T17:03Z 24.1K followers, 64.9K engagements

"Can you name a more attractive chart than this Uber's operating income has more than 17x since the [----] inflection point. $UBER"
X Link 2026-02-11T22:00Z 24.1K followers, 16.3K engagements

"Duolingo has now erased over 80% of its market cap since the highs. Its a $5B company again. $DUOL"
X Link 2026-02-12T12:00Z 24.1K followers, 22.4K engagements

"Amazon's book value per share is outrageous. Each share was worth $5.58 in [----]. Today $133.24 per share. That's a +2200% increase. $AMZN"
X Link 2026-02-13T12:30Z 24.1K followers, 36.6K engagements

"AppLovin's stock price is fundamentally disconnected from it's operating cash flows. The company is guiding +52% YoY growth. Trading at 24x forward earnings. $APP"
X Link 2026-02-13T13:00Z 24.1K followers, 36.1K engagements

"Bill Ackman believe's that: "Meta's business model is one of the clearest beneficiaries of AI integration." $META"
X Link 2026-02-13T14:00Z 24.1K followers, 15.2K engagements

""We will be capacity constrained for the next couple of years. We will sell every single server and every single bit. We will wish that we had more." Matt Garman AWS CEO $AMZN"
X Link 2026-02-13T16:00Z 24.1K followers, 43.8K engagements

"TSMC has a 72% monopoly over the AI industry. As a result they're growing AI revenues by +50% CAGR and could hit an operating margin of 54-56% by early [----]. $TSM"
X Link 2026-02-14T11:52Z 24.1K followers, 32K engagements

"If Nvidia were a nation its market value would rank as the 4th largest economy in the world. Surpassed only by the U.S. China and Germany. $NVDA"
X Link 2026-02-15T11:42Z 24.1K followers, 10.9K engagements

"Uber is trading at it's cheapest valuations in years. P/FCF ratio: 15.1x Reminder: this is not a SaaS company. $UBER"
X Link 2026-02-15T14:00Z 24.1K followers, 64.9K engagements

"AWS produced $45.6B of operating income in [----]. Which represents a massive 57% of Amazon's total $80B operating income. $AMZN"
X Link 2026-02-15T22:32Z 24.1K followers, 11.1K engagements

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