@stockpickerspb Alex Invests
Alex Invests posts on X about $app, $now, $duol, $adbe the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +29%
- [--] Month [-------] +155%
Mentions: [--] #
- [--] Week [--] +42%
- [--] Month [---] +66%
Followers: [---] #
- [--] Week [---] +11%
- [--] Month [---] +83%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 80.58% technology brands 37.86% finance 32.04% social networks 5.83% cryptocurrencies 5.83% automotive brands 2.91% celebrities 1.94% exchanges 1.94% currencies 0.97% luxury brands 0.97%
Social topic influence $app #60, $now 13.59%, $duol 10.68%, $adbe 8.74%, $uber 8.74%, business 6.8%, company 6.8%, ai 6.8%, stocks 6.8%, $dkng 5.83%
Top accounts mentioned or mentioned by @qualityinvest5 @deepvaluebagger @divestech @capexandchill @dissectmarkets @vivasforever @manuinvests @benioff @altcap @wheelieinvestor @couchinvestor @danielisdizzy @nietschecapital @joecarlsonshow @thisisfed @sawyermerritt @hatedmoats @ericschmidt @demishassabis @1powerslave
Top assets mentioned AppLovin Corporation (APP) Now Coin (NOW) Duolingo, Inc. (DUOL) Adobe, Inc. (ADBE) Uber Technologies, Inc. (UBER) DraftKings Inc. Class A Common Stock (DKNG) Salesforce Inc (CRM) On Holding AG (ONON) Intuit Inc. (INTU) Reddit, Inc. (RDDT) NVIDIA Corp. (NVDA) Dutch Bros, Inc. (BROS) Broadcom, Inc. (AVGO) Alphabet Inc Class A (GOOGL) Robinhood Markets, Inc. (HOOD) Autodesk Inc (ADSK) Hims & Hers Health, Inc. (HIMS) Shopify Inc (SHOP) S&P Global Inc (SPGI) Amazon.com, Inc. (AMZN) SafeMoon (SFM) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Palantir Technologies Inc. (PLTR) Netflix Inc (NFLX) Opendoor Technologies Inc Common Stock (OPEN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Mario Coin (COIN) Sprouts Farmers Market, Inc. (SFM) Mastercard, Inc. (MA) Fair Isaac, Corp. (FICO) ServiceNow Inc (NOW) Iris Energy Limited (IREN) Oracle Corporation (ORCL) Dave Inc. (DAVE) Noble Corporation (NE) Astera Labs, Inc. (ALAB) Vertiv Holdings Co (VRT) Arista Networks Inc (ANET) Unity Software Inc. (U) Coca-Cola Co (KO) Rivian Automotive, Inc. (RIVN) Orochi Network (ON) Cleveland-Cliffs, Inc. (CLF) Pinterest, Inc. (PINS) CVS Health Corp (CVS) Frodo the virtual samurai (FROG) Toast, Inc. (TOST) Spotify Technology (SPOT) Datadog Inc (DDOG) Applied Materials, Inc. (AMAT) Alien Base (ALB) Cisco Systems Inc (CSCO) Lyft, Inc. Class A Common Stock (LYFT)
Top Social Posts
Top posts by engagements in the last [--] hours
"May have to cut my losses with $DKNG. There are just too many great companies on sale to hold one that is not executing"
X Link 2026-02-12T23:49Z [---] followers, [---] engagements
"This is how you know $ONON is crushing it"
X Link 2026-02-13T06:15Z [---] followers, [---] engagements
"PALANTIR vs APPLOVIN $PLTR $APP Lets compare fundamentals of two high-growth companies absolutely crushing it You may be surprised by how they stack up 👀 1) Free Cash Flow Margin Both companies currently operate at an incredible 50% FCF margin 😳. This is a sign of two extremely efficient business models that are firing on all cylinders"
X Link 2025-11-01T14:05Z [---] followers, [----] engagements
"$ONON trading it at its lowest EV/Gross Profit EVER as a public company. All while the fundamentals keep improving😵💫 Will we look back at this as a steal at $37"
X Link 2025-11-05T18:02Z [---] followers, [----] engagements
"SAAS growth rates $ADBE $INTU $ADSK $NOW $CRM"
X Link 2026-01-14T18:11Z [---] followers, [---] engagements
"$APP This company puts up cartoonish growth numbers consistently executes EFFICIENTLY is just scratching the surface of its next growth lever and you're selling"
X Link 2026-01-30T17:40Z [---] followers, 10K engagements
"Just over a month ago Dan Ives said Palantir was the next Salesforce or Oracle. In todays market this would be considered an insult 🤣 $PLTR $CRM $ORCL Palantir "is a trillion-dollar market cap in the next two to three years" Wedbush Securities analyst @DivesTech says. "It's going to be the next Salesforce the next Oracle." ♟CEO Alex Karp is playing a different game; hes playing chess as a master wizard. he adds. https://t.co/2knnhjlCqk Palantir "is a trillion-dollar market cap in the next two to three years" Wedbush Securities analyst @DivesTech says. "It's going to be the next Salesforce"
X Link 2026-02-03T01:50Z [---] followers, [---] engagements
"$UBER investor relations saw well thought out substantive AV analysis from @CapexAndChill and @ManuInvests and said hey maybe we should do that too"
X Link 2026-02-04T15:41Z [---] followers, [----] engagements
"$APP Apparently before today many shareholders thought no one would ever attempt to compete with a cash printing machine valued in the $100s of billions. Scared of a little competition This company didnt get to where it is today by accident"
X Link 2026-02-04T19:02Z [---] followers, [----] engagements
"STOCK SCREENER TWINS - $DUOL and $DAVE These are the ONLY two companies (over $1B market cap) that meet the following criteria: Revenue Fwd 2yr CAGR 25% GAAP EPS Fwd 2yr CAGR50% Gross Margin 70% Operating Margin 10% P/FCF [--] EV/Sales [--] I currently own $DUOL but know nothing about $DAVE. I should probably look into it. Thoughts on these companies https://twitter.com/i/web/status/2019472965243674791 https://twitter.com/i/web/status/2019472965243674791"
X Link 2026-02-05T18:07Z [---] followers, [---] engagements
"Portfolio Update 2/6/26 In the past week I deployed cash in the amount of [--] months worth of my normal buys. Added to: $NOW (new position this month) $APP $NFLX $UBER $RDDT $DUOL $AVGO $NVDA. Sold $HIMS which was 1% of portfolio as it was always a lower conviction holding and I preferred the other opportunities. https://twitter.com/i/web/status/2019859417429352664 https://twitter.com/i/web/status/2019859417429352664"
X Link 2026-02-06T19:43Z [---] followers, [---] engagements
"Just found out that my post was included in the All-In podcast [--] second mark of the video. Somebody give me a heads up next time 😂. Crazy SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y"
X Link 2026-02-08T04:21Z [---] followers, [----] engagements
"@QualityInvest5 @Benioff Congrats You know you have to buy $CRM now right"
X Link 2026-02-08T04:52Z [---] followers, [---] engagements
"$NVDA Investors are shocked every quarter at how much hyperscalers are willing to spend on capex (mostly to Nvidia). And they wonder where the ceiling is. There is NO ceiling. Free cash flows be damned. Negative FCF for every hyperscaler will likely be a given in the near future for at least a few year period. If your go-to metric is FCF/share sorry pick a new one or miss out. As I said a few months ago it all makes sense when you realize the hyperscalers are buying money printers from Nvidia. $GOOG $AMZN $META $MSFT $NVDA SELLS MONEY PRINTERS💵 If AI demand is as massive as what Jensen and"
X Link 2026-02-09T05:41Z [---] followers, [---] engagements
"Brad Gerstner on AI buildout and capex spend from hyperscalers: Think of it as digging a gold mine. You have to spend a lot money to dig the gold mine before you get the gold out. These guys are digging the biggest goldmine in the history of software. But it costs something upfront. Now the question is do you believe Andy Jassy Mark Zuckerberg Sundar and Jensen that this opportunity is that big or do you have a special insight that causes you to understand theres no gold in the bottom of the gold mine. Just like that he sums up the investment case for $NVDA and its largest customers. More"
X Link 2026-02-09T06:04Z [---] followers, [----] engagements
"@WheelieInvestor It gave zero information about the service or any new innovations. It was the equivalent of seeing a pro golfer wearing a salesforce hat. Thank you for reminding me that the company exists"
X Link 2026-02-09T06:31Z [---] followers, [---] engagements
"@Couch_Investor Bottom is in when I have to talk at least one or two friends out of selling everything. And sometimes I do this by sending them Peter Lynch videos 😂"
X Link 2026-02-09T06:38Z [---] followers, [--] engagements
"I still cannot believe $APP sold off from that obviously bullshit short report. There is an incredible amount of alpha in the market from the stupidity of others. +13% right now 🤣"
X Link 2026-02-09T16:06Z [---] followers, [----] engagements
"$HIMS The types of posts from bulls that are warning signs (for any company): [--]. Management is playing 4D chess. [--]. Here is why the clearly bad thing that happened is actually a GOOD thing. [--]. Even if it was bad for the COMPANY it is good for the world and a noble thing to do so it was the right decision. We are all susceptible to this kind of thinking especially when we have a lot riding on it. I am not hating on $HIMS shareholders as I was one until last week when I sold my shares the day before the pill announcement out of sheer luck (yes I posted it at the time). Whether or not the"
X Link 2026-02-09T16:33Z [---] followers, [---] engagements
"RT @stockpickerspb: $GOOG $GOOGL Peter Thiel in 2012: "Google also has $30 $40 $50 billion in cash. It has no idea how to invest that mon"
X Link 2026-02-09T16:49Z [---] followers, [--] engagements
"Should be an interesting week [--] of my holdings reporting. $OPEN $HOOD $SHOP $APP $NBIS $DKNG $BROS #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $HOOD $APP $COIN $ALAB $NBIS $SHOP $VRT $PINS $ANET $U $KO $RIVN $ON $CVS $FROG $CLF $TOST $SPOT $DDOG $DKNG $ALB $CSCO $LYFT $MLCO $HUM $AMAT $FISV $F $UPST $SPGI $EXPE $AMKR $KHC $OPEN $QS $PGY $MRNA $AZN $BN https://t.co/msLLrWfxyN #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $HOOD $APP $COIN $ALAB $NBIS $SHOP $VRT $PINS $ANET $U $KO $RIVN $ON $CVS $FROG $CLF $TOST $SPOT $DDOG $DKNG $ALB $CSCO $LYFT $MLCO"
X Link 2026-02-09T17:37Z [---] followers, [---] engagements
"Instead of re-investing all of its cash flows into the extremely profitable cloud business I wish $AMZN would pay it out in dividends so then I could look for a profitable business to invest it in. oh wait"
X Link 2026-02-09T19:08Z [---] followers, [---] engagements
"@danielisdizzy Ray Dalio is a textbook overthinker"
X Link 2026-02-09T21:17Z [---] followers, [---] engagements
"$RDDT In a world flooded with Al slop people are seeking real community lived experience and trusted opinions. Thats Reddits differentiator. Great line from the Q4 earnings call"
X Link 2026-02-10T04:25Z [---] followers, [---] engagements
"Wow only down 5% now what a turnaround"
X Link 2026-02-10T16:25Z [---] followers, [--] engagements
"RT @stockpickerspb: $AVGO Broadcom has been one of the clearest direct beneficiaries of the AI boom. And there are no indications that it i"
X Link 2026-02-11T03:19Z [---] followers, [--] engagements
"So users can continually prompt engineer their way into being taught a language using trial and error to find what works bestOR pay a few bucks a month to a company that has perfected it. $DUOL Keep in mind people pay $15 for someone else to go pick up their lunch a few miles away. https://twitter.com/i/web/status/2021659375585394987 https://twitter.com/i/web/status/2021659375585394987"
X Link 2026-02-11T18:55Z [---] followers, [---] engagements
"@Nietschecapital Tonights homework for me: decide what to sell to buy more $APP"
X Link 2026-02-11T23:07Z [---] followers, [---] engagements
"@joecarlsonshow $APP 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 https://t.co/YhGvToHIgS 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. $APP https://t.co/YhGvToHIgS"
X Link 2026-02-13T14:46Z [---] followers, [---] engagements
"$ONON Asia-Pacific is quickly becoming a more significant part of On's business. And plenty of room left to run"
X Link 2026-01-13T22:37Z [---] followers, [---] engagements
"$SFM Sprouts Farmer's Market valuation has come back down to earth after getting close to a Fwd PE of [--] a little over a year ago 😳 Anyone buying here I love going to Sprouts so the Peter Lynch follower in me is very tempted"
X Link 2026-01-20T17:20Z [---] followers, [----] engagements
"On the bright side for $SFM the market still thinks selling groceries is a better business than $ADBE software (Fwd PE of 12) $SFM Sprouts Farmer's Market valuation has come back down to earth after getting close to a Fwd PE of [--] a little over a year ago 😳 Anyone buying here I love going to Sprouts so the Peter Lynch follower in me is very tempted. https://t.co/54m9LgFofO $SFM Sprouts Farmer's Market valuation has come back down to earth after getting close to a Fwd PE of [--] a little over a year ago 😳 Anyone buying here I love going to Sprouts so the Peter Lynch follower in me is very"
X Link 2026-01-20T17:29Z [---] followers, [---] engagements
"Dev Kantesaria Holdings It takes about [--] seconds to recognize a Dev Kantesaria follower from their portfolio. I know you all are out there 😂 It usually looks like this: ✅Large allocations in at least one or two of these - $SPGI $FICO $MA $V ✅Top [--] positions make up 50% of portfolio ✅No more than [--] holdings ✅BONUS POINTS: Position in $ASML https://twitter.com/i/web/status/2014797457390280991 https://twitter.com/i/web/status/2014797457390280991"
X Link 2026-01-23T20:28Z [---] followers, [----] engagements
"$BROS $BROS : UBS reiterates maintains $ Analyst sees strong traffic momentum mid-teens store growth and 20%+ EBITDA growth with shares trading at an attractive valuation vs history. https://t.co/qtljSdBB2Z $BROS : UBS reiterates maintains $ Analyst sees strong traffic momentum mid-teens store growth and 20%+ EBITDA growth with shares trading at an attractive valuation vs history. https://t.co/qtljSdBB2Z"
X Link 2026-02-09T21:31Z [---] followers, [---] engagements
"$RDDT The content market is bifurcating: infinite synthetic supply (AI-generated content) vs. authentic human supply (Reddit). Reddit is becoming the De Beers of the internet. While everyone else sells cubic zirconia Reddit owns the mine for the real thing"
X Link 2026-02-10T06:02Z [---] followers, [---] engagements
"Brutal for Dev Kantesaria disciples 😬 $SPGI Dev Kantesaria Holdings It takes about [--] seconds to recognize a Dev Kantesaria follower from their portfolio. I know you all are out there 😂 It usually looks like this: ✅Large allocations in at least one or two of these - $SPGI $FICO $MA $V ✅Top [--] positions make up 50% of https://t.co/VFoaUOgmn4 Dev Kantesaria Holdings It takes about [--] seconds to recognize a Dev Kantesaria follower from their portfolio. I know you all are out there 😂 It usually looks like this: ✅Large allocations in at least one or two of these - $SPGI $FICO $MA $V ✅Top 3"
X Link 2026-02-10T13:35Z [---] followers, [---] engagements
"$RDDT This is what it looks like when Revenues increase 70% YoY while Costs and Expenses only increase 30%. Operating Leverage in action. And it's just getting started.😳"
X Link 2026-02-10T17:48Z [---] followers, [----] engagements
"$HOOD Over the last [--] years: Revenues more than TRIPLED. Expenses FLAT. It may finally be time to add some shares"
X Link 2026-02-11T03:42Z [---] followers, [----] engagements
"$HOOD Critical point here. Many stocks are falling due to fears of permanent disruption. Robinhood may have a few bad quarters (or longer) due to market cycles but this is NOT a long term or permanent threat to the business model. @thisisfed Played out as anticipated. Short-term $HOOD volatility is noise to me. https://t.co/aEqB5zuERl @thisisfed Played out as anticipated. Short-term $HOOD volatility is noise to me. https://t.co/aEqB5zuERl"
X Link 2026-02-11T16:20Z [---] followers, [---] engagements
"These re-ratings are still mindblowing. Crazy times. $ADBE $ADSK $INTU $CRM $NOW #SAAS"
X Link 2026-02-11T17:39Z [---] followers, [---] engagements
"Is $MSFT an obvious Buy right now Are we all just overthinking it"
X Link 2026-02-11T17:47Z [---] followers, [---] engagements
"Today is $APP earnings and my boss just sent an invite for a call that happens to start at market close"
X Link 2026-02-11T19:50Z [---] followers, [---] engagements
"$APP This is truly baffling. $app is currently trading less than 25X forward GAAP PE and will be growing revenue at least 50% with Operating margins of 77% and FCF margins of 70% this is absolutely unheard of and im at a loss for words of the valuation $app is currently trading less than 25X forward GAAP PE and will be growing revenue at least 50% with Operating margins of 77% and FCF margins of 70% this is absolutely unheard of and im at a loss for words of the valuation"
X Link 2026-02-11T23:09Z [---] followers, [----] engagements
"The good news is that I trimmed $SHOP at $157. The bad news is that Im getting wrecked on all the stocks I bought with the proceeds"
X Link 2026-02-12T15:43Z [---] followers, [---] engagements
"I may not agree with Dan Ives on everything but man that is a great hat. I love the commitment. 10/10 "This software sell-off will go down as a generational opportunity to own some of the stalwarts because look they're going to be a core part of the AI use cases" Wedbush Securities analyst @DivesTech says. https://t.co/1YDGHEyIIG "This software sell-off will go down as a generational opportunity to own some of the stalwarts because look they're going to be a core part of the AI use cases" Wedbush Securities analyst @DivesTech says. https://t.co/1YDGHEyIIG"
X Link 2026-02-12T16:21Z [---] followers, [---] engagements
"Must-read for any $APP shareholder. Another banger from @CapexAndChill. Finally got through the call. Great listen as usual from $APP management. The market is analyzing the company as a gaming ad network rather than what it clearly becoming which is a universal discovery utility for the attention economy. The headline numbers are phenomenal with Finally got through the call. Great listen as usual from $APP management. The market is analyzing the company as a gaming ad network rather than what it clearly becoming which is a universal discovery utility for the attention economy. The headline"
X Link 2026-02-12T16:34Z [---] followers, [----] engagements
"Sold $NBIS (1% position) at $87 to consolidate further into higher conviction holdings. Added shares of: $APP at $372 $AVGO at $334 $UBER at $69"
X Link 2026-02-12T17:16Z [---] followers, [---] engagements
"$BROS Dutch Bros Operating Profit and Margin"
X Link 2026-02-12T23:38Z [---] followers, [---] engagements
"God I love these 😂 I saved New York City from making an awful Coinbase investment $COIN https://t.co/J1of3Cl8mI I saved New York City from making an awful Coinbase investment $COIN https://t.co/J1of3Cl8mI"
X Link 2026-02-13T02:14Z [---] followers, [---] engagements
"Dutch Bros vs Starbucks Operating Margin $BROS $SBUX"
X Link 2026-02-13T07:22Z [---] followers, [---] engagements
"AppLovin vs. Mag [--] For reference on the absolute insanity of $APP margin expansion here it is compared to the Mag [--]. Follow the baby blue line. From unprofitable [--] years ago to 76% Operating Margin.🤯 https://twitter.com/i/web/status/2021719398525059226 https://twitter.com/i/web/status/2021719398525059226"
X Link 2026-02-11T22:54Z [---] followers, 34.9K engagements
"@dissectmarkets @QualityInvest5 Had my first house project in a while a few months ago looked around in Pinterest for a bit and quickly realized how bad it is. Such a shame"
X Link 2026-02-16T05:29Z [---] followers, [--] engagements
"Portfolio Update 11/14/25 Recent changes: Trimmed: $SHOP $OPEN Added to: $APP $DKNG $DUOL Sold: $SFM"
X Link 2025-11-15T00:05Z [---] followers, [----] engagements
"$DKNG Free Cash Flow The market hates this company right now. Ill take it"
X Link 2025-11-15T15:47Z [---] followers, [---] engagements
"$DKNG MULTI-BAGGER POTENTIAL DraftKings is expected to have free cash flow (FCF) of $1.75B in [----]. At 20x FCF it would have a market cap of $35B in [----] stock price of $68. Current stock price is $29 so a 133% gain in two years. The market is implying that it does not believe these estimates mainly due to fears of prediction markets taking market share. There is currently no evidence of prediction markets hurting its business. Now what if prediction markets are a net positive In a reasonable bull case lets say DraftKings holds market share in states with licensed sportsbooks and prediction"
X Link 2025-11-15T16:55Z [---] followers, [----] engagements
"I was curious how AppLovins operating margin compares to the Mag [--]. In the past [--] years $APP has gone from negative OM to 60% operating margin surpassing all of the Mag [--] companies"
X Link 2025-11-16T03:59Z [---] followers, [----] engagements
"@SawyerMerritt I dont love this as an $AMZN shareholder in the same way I didnt like Elon having a separate AI company outside of $TSLA"
X Link 2025-11-17T17:06Z [---] followers, 251.3K engagements
"$BROS Dutch Bros investment case made by NanoBanana Pro $GOOG"
X Link 2025-11-21T19:42Z [---] followers, [---] engagements
"$TSLA Teslas underperformance compared to consensus estimates the past few years is shocking. Lets look at estimates for [----] revenues (orange line). At the beginning of [----] analysts estimated revenue for [----] would be nearly $150B. Now that [----] is almost over revenues for the year are expected to be less than $100B an unbelievable miss 😬. Now look at the chart as a whole. Analysts keep making fools of themselves every year giving Tesla the benefit of the doubt and then revising downward by embarrassing amounts. Imagine being that bad at your job and keeping it. And its the same song and"
X Link 2025-12-17T06:38Z [---] followers, 26.7K engagements
"On Running is not only taking market share from Nike but also doing it with better margins. And getting better every year. I know which one I want to own. $ONON $NKE"
X Link 2025-12-27T00:26Z [---] followers, [---] engagements
"$ONON now above $50 $ONON trading it at its lowest EV/Gross Profit EVER as a public company. All while the fundamentals keep improving😵💫 Will we look back at this as a steal at $37 https://t.co/PdYPKG4vBT $ONON trading it at its lowest EV/Gross Profit EVER as a public company. All while the fundamentals keep improving😵💫 Will we look back at this as a steal at $37 https://t.co/PdYPKG4vBT"
X Link 2026-01-08T16:02Z [---] followers, [---] engagements
"$ADBE Adobe is currently growing revenues at 10% annually. If this growth rate is sustained for years to come then the stock is quite cheap. But that is the question. If the growth rate were to fall to 5% or lower the market will not give the stock its previous premium multiple and so it may underperform for years "dead money" as they say. There is increasing competition for casual non-professional users from Canva Figma Apple and others covering many use cases. Thus far not as much on the enterprise side where Adobe is deeply ingrained and disruption is much more difficult. It is yet to be"
X Link 2026-01-13T19:27Z [---] followers, [---] engagements
"@QualityInvest5 Considering casting a wide net of small new positions in $ADBE $INTU $ADSK and $NOW. This will be my portfolio's "basket of deplorables.""
X Link 2026-01-14T17:58Z [---] followers, [---] engagements
"@HatedMoats Buying or eyeing any other software stocks now"
X Link 2026-01-18T18:29Z [---] followers, [--] engagements
"$APP The idea of money laundering through a publicly traded $200B company is absurd. There is a reason money laundering is stereotypically associated with laundromats and similar businesses - low visibility and they are unaudited. AppLovins financial statements are audited by an external audit firm which assigns a team to AppLovin year round due to the size of the company. Everyone loves to complain about the SEC but the required disclosures (which are all audited as well) would make it extremely difficult not to mention insanely stupid to try to launder money to benefit a minority"
X Link 2026-01-20T04:22Z [---] followers, [----] engagements
"$APP People are really selling this stock over baseless allegations from short sellers 🤦♂ Remember extraordinary claims require extraordinary evidence. Evidence produced thus far Zero. I was curious how AppLovins operating margin compares to the Mag [--]. In the past [--] years $APP has gone from negative OM to 60% operating margin surpassing all of the Mag [--] companies. https://t.co/DGppNCPmLD I was curious how AppLovins operating margin compares to the Mag [--]. In the past [--] years $APP has gone from negative OM to 60% operating margin surpassing all of the Mag [--] companies. https://t.co/DGppNCPmLD"
X Link 2026-01-22T22:21Z [---] followers, [---] engagements
"Anyone holding $IGV software ETF I dont normally buy ETFs but feels like it may be a decent time for this one"
X Link 2026-01-25T16:45Z [---] followers, [---] engagements
"$NOW Analyst Price Targets Take it with a grain of salt as many analysts do the ol' Current Price + __% method which I think is silly. But just one interesting data point. Upside: 25% to the LOWEST price target 55% to the AVERAGE 93% to the HIGHEST https://twitter.com/i/web/status/2015848134283559165 https://twitter.com/i/web/status/2015848134283559165"
X Link 2026-01-26T18:03Z [---] followers, [---] engagements
"$GOOG $GOOGL Peter Thiel in 2012: "Google also has $30 $40 $50 billion in cash. It has no idea how to invest that money in technology effectively." Google in 2014: Buys DeepMind for $650M. The average analyst valuation of DeepMind is $900 BILLION. And this is likely to increase significantly based on Gemini's major market shares gains in the last few months. This may go down as the greatest acquisition in the history of capitalism. It's almost like @ericschmidt knew what he was doing. And not only did he have the vision to make the acquisition he followed through to maximize likelihood for"
X Link 2026-01-26T20:53Z [---] followers, [---] engagements
"Watering my weeds. Added a few shares of $DUOL at $144"
X Link 2026-01-27T18:35Z [---] followers, [---] engagements
"@1Powerslave That is a great way to put it. Im certainly intrigued by it. Havent had a chance to do a deep dive but maybe its time. Appreciate the input 👍"
X Link 2026-01-27T20:59Z [---] followers, [--] engagements
"Embarrassing for $MSFT that it took this long and for a competitor to do it first. Agent Mode in Excel is now generally available on desktop & web. Learn more from our very own @tmobrien on how he uses it: Agent Mode in Excel is now generally available on desktop & web. Learn more from our very own @tmobrien on how he uses it:"
X Link 2026-01-28T03:58Z [---] followers, [---] engagements
"Mark Mahaney is the analyst I pay attention to more than any other. Incredible track record. Constructively bullish $UBER $UBER : Evercore ISI reiterates maintains $ Analyst sees stable core fundamentals but highlights that stocks upside hinges on and multi-partner rollout traction. https://t.co/QzSMpSTYP8 $UBER : Evercore ISI reiterates maintains $ Analyst sees stable core fundamentals but highlights that stocks upside hinges on and multi-partner rollout traction. https://t.co/QzSMpSTYP8"
X Link 2026-01-28T04:12Z [---] followers, [---] engagements
"My take on $UBER launch of AV Labs: Autonomous driving is largely a function of data and compute at the most fundamental level. Data - $UBER will have the indisputable lead in data. Not only in quantity of autonomous miles driven but in routes pick up and drop off points and other real world data at a scale that no other company can compete with. (Not even $TSLA) Compute - $NVDA is clearly the world leader in compute capability and can allocate more capital and resources toward AVs than any company on earth. As we speak Nvidia is printing more cash than it knows what to do with of course"
X Link 2026-01-28T05:12Z [---] followers, [---] engagements
"@davey_juice Welcome to the $NOW knife-catching party we're happy to have you"
X Link 2026-01-29T16:04Z [---] followers, [---] engagements
"$NOW "This is a [--] trillion-dollar company in the making. To those who are waiting we've given you every reason to believe the time is now." Many investors hate when CEOs talk like this. I LOVE it WHEN the company performance backs it up. And right now it does for ServiceNow and Bill McDermott. https://twitter.com/i/web/status/2016905963333439630 https://twitter.com/i/web/status/2016905963333439630"
X Link 2026-01-29T16:07Z [---] followers, [---] engagements
"@VivasForever Ah I was so close That is a quality portfolio 👌"
X Link 2026-01-29T21:29Z [---] followers, [--] engagements
"JEREMY IS IN $NOW I Just Bought a NEW STOCK ($60000 spent) This is once in a lifetime Who bought some stocks today lmk https://t.co/GZ1tK6JfMS I Just Bought a NEW STOCK ($60000 spent) This is once in a lifetime Who bought some stocks today lmk https://t.co/GZ1tK6JfMS"
X Link 2026-01-30T02:23Z [---] followers, [---] engagements
"Added to $APP at $495. Will continue adding under $500"
X Link 2026-01-30T16:52Z [---] followers, [----] engagements
"Added to $NOW at $116 $NOW "This is a [--] trillion-dollar company in the making. To those who are waiting we've given you every reason to believe the time is now." Many investors hate when CEOs talk like this. I LOVE it WHEN the company performance backs it up. And right now it does for ServiceNow https://t.co/vSaDUQXvyM $NOW "This is a [--] trillion-dollar company in the making. To those who are waiting we've given you every reason to believe the time is now." Many investors hate when CEOs talk like this. I LOVE it WHEN the company performance backs it up. And right now it does for ServiceNow"
X Link 2026-01-30T17:00Z [---] followers, [---] engagements
"Added to $UBER under $80"
X Link 2026-01-30T17:16Z [---] followers, [---] engagements
"PUBLIC SERVICE ANNOUNCEMENT: @qualtrim has SBC adjusted FCF per share easily accessible for any company. Helpful for anyone buying or considering SAAS stocks saves a few steps. Check out the jump in Q4 for $NOW https://twitter.com/i/web/status/2017293860448215123 https://twitter.com/i/web/status/2017293860448215123"
X Link 2026-01-30T17:48Z [---] followers, [---] engagements
"@buccocapital Very true it's all relative. I would normally be a buyer of $ADBE here except that I like $NOW much more. So as long as there are others like me ADBE is screwed. And NOW is screwed because of the stocks that other investors like more after THEIR pullbacks. Shit"
X Link 2026-01-30T18:17Z [---] followers, [---] engagements
"@QualityInvest5 My takeaway: Sub 5% revenue growth is disqualifying for a potential holding. It's not even worth messing around with unless you are EXTREMELY confident that re-acceleration is right around the corner"
X Link 2026-01-30T18:23Z [---] followers, [----] engagements
"Every new investor should study $PYPL as a cautionary tale. Because at some point you will be drawn in by a stock like this. I know I have been. It feels like an absolute sure thing. Undeniable value. A complete mystery that the market is offering such a gift. Fast forward and youve been sitting on dead money for YEARS. PayPal just 3% away from making brand new [--] year lows Value trap or generational buying opportunity $PYPL https://t.co/hcFYQo0wS4 PayPal just 3% away from making brand new [--] year lows Value trap or generational buying opportunity $PYPL https://t.co/hcFYQo0wS4"
X Link 2026-01-30T18:28Z [---] followers, [---] engagements
"CARPE DECLINEM Seize the dip boys $APP"
X Link 2026-01-30T20:41Z [---] followers, [---] engagements
"Price/Free Cash Flow* Comparison *Adjusted for Stock-Based Compensation (SBC) The two standouts for me are $UBER and $DUOL. Very cheap if they continue on current growth trajectories. And of course the market absolutely hates $ADBE. Thoughts https://twitter.com/i/web/status/2018769865558102084 https://twitter.com/i/web/status/2018769865558102084"
X Link 2026-02-03T19:33Z [---] followers, [----] engagements
"Added shares today of: $NFLX $APP $NOW $NVDA $DUOL $DKNG"
X Link 2026-02-03T23:12Z [---] followers, [---] engagements
"SOLD my remaining $HIMS shares (1% of portfolio) for a modest gain. Held since late [----] and previously sold shares in the $60s in mid-2025. Sold to consolidate into higher conviction holdings. ADDED shares of: $APP at $398 $RDDT at $152 $NOW at $109"
X Link 2026-02-04T18:15Z [---] followers, [---] engagements
"@Investinc_Intel Appreciate it 🙏"
X Link 2026-02-04T18:22Z [---] followers, [--] engagements
"An older lady at work had her grandson over this weekend to fix her wifi and buy her some "bitcoins" that she heard about. She has a lower cost basis than Michael Saylor. $btc"
X Link 2026-02-04T20:17Z [---] followers, [---] engagements
"This is how the market thinks of software companies right now $ADBE $CRM $NOW $INTU $DUOL"
X Link 2026-02-04T20:32Z [---] followers, [---] engagements
"$ADBE is Wicks N Sticks btw"
X Link 2026-02-04T20:33Z [---] followers, [---] engagements
"@Jason $UBER https://x.com/sama/status/2019441202655899860s=20 Oracle Uber State Farm Thermo Fisher Intuit HP are some of the first new partners joining partners like T-Mobile Cisco and BBVA who have already piloted a lot of the approach. https://x.com/sama/status/2019441202655899860s=20 Oracle Uber State Farm Thermo Fisher Intuit HP are some of the first new partners joining partners like T-Mobile Cisco and BBVA who have already piloted a lot of the approach"
X Link 2026-02-05T18:34Z [---] followers, [--] engagements
"I wonder how long $UBER has been quietly watching people argue about this like "should we just tell them" $UBER s new CFO 75% of our profits come from outside of those top [--] markets." @_balaji_km highlighting the importance of Uber's "long tail" of 8000+ markets Interview here: https://t.co/EunbdsOE1Y $UBER s new CFO 75% of our profits come from outside of those top [--] markets." @_balaji_km highlighting the importance of Uber's "long tail" of 8000+ markets Interview here: https://t.co/EunbdsOE1Y"
X Link 2026-02-05T20:18Z [---] followers, [---] engagements
"$HOOD Currently a very small position for me but even if it has a rough patch due to crypto dumping it does seem like a pretty damn good business model for the long term. Considering adding shares soon if it keeps getting hammered🤔. I mean my god look at this operating leverage. https://twitter.com/i/web/status/2019513624172417112 https://twitter.com/i/web/status/2019513624172417112"
X Link 2026-02-05T20:49Z [---] followers, [---] engagements
"This is the most expensive prisoners dilemma of all time. $GOOG $AMZN $MSFT $NVDA $AMD"
X Link 2026-02-05T22:39Z [---] followers, [---] engagements
"I heard $IREN is a value buy multiple use cases integrated with AI and @DeepValueBagger loves it. I heard $duol is a value buy multiple use cases integrated with AI and Antonio @alc2022 loves it. https://t.co/Q41lTr2ybx I heard $duol is a value buy multiple use cases integrated with AI and Antonio @alc2022 loves it. https://t.co/Q41lTr2ybx"
X Link 2026-02-05T23:32Z [---] followers, 15.9K engagements
"@DeepValueBagger And $DUOL is not my favorite at the moment either 🤣. All in good fun"
X Link 2026-02-05T23:35Z [---] followers, [---] engagements
"@sen_investing @DeepValueBagger Not so funny anymore 🤣"
X Link 2026-02-06T00:29Z [---] followers, [---] engagements
"@invest_bookie @DeepValueBagger I still believe in the business and have been adding recently $DUOL. I never did a real deep dive on $IREN"
X Link 2026-02-06T00:55Z [---] followers, [---] engagements
"@vanazadian Thanks a lot of that is just the result of letting my winners run. I usually dont invest more than 5% into any stock but will let them grow much higher than that"
X Link 2026-02-06T19:53Z [---] followers, [--] engagements
"$AVGO Broadcom has been one of the clearest direct beneficiaries of the AI boom. And there are no indications that it is stopping any time soon"
X Link 2025-12-11T16:26Z [---] followers, [---] engagements
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