@trychartloom ChartloomChartloom posts on X about ai, growth, $now, $nbis the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 81.4% technology brands 39.53% finance 23.26% cryptocurrencies 2.33% social networks 2.33%
Social topic influence ai 16.28%, growth #3755, $now #60, $nbis #215, $mndy #11, eps #219, $aapl 9.3%, wall street #761, history 9.3%, $pypl 9.3%
Top accounts mentioned or mentioned by @spluscollective @lensveltma46690
Top assets mentioned Now Coin (NOW) Nebius Group N.V. Class A Ordinary Shares (NBIS) monday.com Ltd. (MNDY) Apple, Inc. (AAPL) PayPal Holdings Inc (PYPL) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Salesforce Inc (CRM) Duolingo, Inc. (DUOL) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Iris Energy Limited (IREN) Advanced Micro Devices (AMD) Shopify Inc (SHOP) Adobe, Inc. (ADBE) AppLovin Corporation (APP) Metadium (META) ZetaChain (ZETA) Oscar Health, Inc. (OSCR) ServiceNow Inc (NOW) Robinhood Markets, Inc. (HOOD) Atlassian Corporation PLC (TEAM) Datadog Inc (DDOG) SPDR S&P [---] ETF Trust (SPY) Snowflake Inc. (SNOW) T-Mobile (TMUS) NVIDIA Corp. (NVDA) Super Micro Computer, Inc. Common Stock (SMCI) Micron Technology, Inc. (MU) Vertiv Holdings Co (VRT) Taiwan Semiconductor (TSM) Grab Holdings Limited Class A Ordinary Shares (GRAB)
Top posts by engagements in the last [--] hours
"π¨ Amazon Q4 earnings: Mixed results β
Revenue: $213.30B vs $211.23B β EPS: $1.95 vs $1.98 Growth rates: - Revenue YoY: +13.6% π΄ $AMZN DOWN -10% Capex guidance higher than expected AWS beat"
X Link 2026-02-05T21:08Z [--] followers, [---] engagements
"Interesting take on this My view; If enterprise could or wanted to go outside of $NOW to build in-house solutions they might already done so by now talented developers and capital resources have always been available yet their customer retention is in the high 90s. So data/operational lock-in and networking might be a moat here. Will be fascinating to see how this plays out long term. https://twitter.com/i/web/status/2020164659207180409 https://twitter.com/i/web/status/2020164659207180409"
X Link 2026-02-07T15:56Z [--] followers, [--] engagements
"P/E ratios can mislead. Free cash flow is harder to fake. FCF Yield = Free Cash Flow / Market Cap (Higher = more cash generated per $ invested) $AAPL: 3.2% $META: 2.7% $MSFT: 2.5% $GOOGL: 1.9% $AMZN: 0.4% Which one's mispriced π"
X Link 2026-02-07T16:18Z [--] followers, [--] engagements
"@spluscollective $NOW vs $CRM breakdown: Key highlights: [--]. NOW growing 20.7% vs CRM at 8.6% (2.4x faster) [--]. NOW at 7.94x P/S vs CRM at 4.52x P/S (1.8x premium)"
X Link 2026-02-07T18:52Z [--] followers, [---] engagements
"Is $ZETA getting slept on while AI tailwinds build Revenue trajectory: - FY 2019: $306M - FY 2024: $1.01B - FY [----] (E): $1.98B CAGR: 27-38% across every timeframe They just raised guidance to $1.73B+ for FY [----] (30%+ YoY growth) Q4 Earnings expected: 02/24/2026"
X Link 2026-02-09T10:18Z [--] followers, [---] engagements
"$MNDY earnings this morning before the bell Wall Street expects: - Revenue: $330M (+4% vs Q3 +23% YoY) - EPS: $0.91 (down 22% vs Q3)"
X Link 2026-02-09T10:59Z [--] followers, [---] engagements
"$MNDY Monday Q4 earnings: Beat on both but guidance weak RESULTS: π’ EPS: $1.04 vs $0.91 est (+14.3% beat) π’ Revenue: $334M vs $330M est (+1.3% beat) GROWTH: π’ Revenue YoY: +24.6% π΄ EPS YoY: -3.7% FY [----] guidance: $1.452B-$1.462B (18-19% growth) Market wanted more. π΄ Stock: -11% pre-market Beat today weak outlook tomorrow = selloff https://twitter.com/i/web/status/2020832816674578909 https://twitter.com/i/web/status/2020832816674578909"
X Link 2026-02-09T12:11Z [--] followers, [---] engagements
"$HIMS cratered on compounded GLP-1 drama (FDA crackdown + $NVO patent suit) Now at 2x P/S vs 5yr avg 4.7x & low 1.5x. Q3 '25 rev +49% YoY but legal overhang crushing sentiment. Overvalued Undervalued Or just pricing in max fear ahead of 2/23 earnings"
X Link 2026-02-10T11:55Z [--] followers, [---] engagements
"$OSCR Oscar Health missed Q4 earnings on both metrics RESULTS: π΄ EPS: -$1.24 vs -$0.92 est (34.6% miss) π΄ Revenue: $2.80B vs $3.12B est (10.4% miss) PRE-MARKET: π’ Up 7.3% On Stronger FY26 guidance ($18.7B$19.0B vs Street est $12.48B)"
X Link 2026-02-10T12:11Z [--] followers, [---] engagements
"Wall Street expects Nebius to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. There is no in between. $NBIS https://twitter.com/i/web/status/2022015093999820976 https://twitter.com/i/web/status/2022015093999820976"
X Link 2026-02-12T18:29Z [--] followers, [--] engagements
"$NOW ServiceNow: Perfect revenue growth brutal stock performance. $NOW Down 10% over [--] years while S&P is up 75% https://twitter.com/i/web/status/2019741281186910456 https://twitter.com/i/web/status/2019741281186910456"
X Link 2026-02-06T11:53Z [--] followers, [----] engagements
"$NVO revenue growth: 37% 30% 19% 13% 5% -8.5% The line just crossed into negative YoY for Q4 [----]. Is that a red flag Demand concern or lapping impossible comps Chart via @trychartloom"
X Link 2026-02-14T14:30Z [--] followers, [---] engagements
"$HOOD Robinhood Q4: Beat EPS missed revenue π’ EPS: $0.66 vs $0.63 est (+4.8% beat) π΄ Revenue: $1.28B vs $1.34B est (+4.6% miss) GROWTH: π’ EPS YoY: +22.2% π’ Revenue YoY: +26.2% π΄AFTER HOURS: -7%"
X Link 2026-02-10T21:15Z [--] followers, [---] engagements
"$10000 invested in SaaS stocks [--] years ago are now worth: π΄ $MNDY: $3100 (-69%) π΄ $TEAM: $4300 (-57%) π΄ $NOW: $6600 (-34%) π΄ $SNOW: $7800 (-22%) π΄ $DDOG: $9600 (-4%) vs π’ $SPY: $13800 (+38%)"
X Link 2026-02-11T01:16Z [--] followers, [---] engagements
"$DUOL getting hit in pre-market (-4%+) after T-Mobile drops beta for Live Translation: real-time call translation in 50+ languages baked into the network. No apps no upgrades works on any phone. Is $DUOL truly done or just another AI overreaction dip π¨ $DUOL Earnings Feb [--] incoming. #AI #LanguageLearning $DUOL $TMUS https://twitter.com/i/web/status/2021576081640198309 https://twitter.com/i/web/status/2021576081640198309"
X Link 2026-02-11T13:24Z [--] followers, [---] engagements
"AI infrastructure stocks performance YTD: $IREN: -12.97% $AMD: -4.43% $NVDA: +1.88% $NBIS: +5.85% $SMCI: +9.46% $TSM: +23.10% $MU: +43.77% $VRT: +53.39% Which one has more room to run in 2026"
X Link 2026-02-12T11:32Z [--] followers, [---] engagements
"$SHOP Shopify Q4: EPS: $0.57 (beat est $0.51) Rev: $3.67B (beat $3.61B) GMV: +31% YoY Q1 guide: 31% rev growth + $2B buyback. Big swings: Stock +11% pre-market now -3%. Profit taking"
X Link 2026-02-11T14:49Z [--] followers, [---] engagements
"$SHOP NOW DOWN -8% https://x.com/trychartloom/status/2021597528446148724 $SHOP Shopify Q4: EPS: $0.57 (beat est $0.51) Rev: $3.67B (beat $3.61B) GMV: +31% YoY Q1 guide: 31% rev growth + $2B buyback. Big swings: Stock +11% pre-market now -3%. Profit taking https://t.co/QM8QHGzcWb https://x.com/trychartloom/status/2021597528446148724 $SHOP Shopify Q4: EPS: $0.57 (beat est $0.51) Rev: $3.67B (beat $3.61B) GMV: +31% YoY Q1 guide: 31% rev growth + $2B buyback. Big swings: Stock +11% pre-market now -3%. Profit taking https://t.co/QM8QHGzcWb"
X Link 2026-02-11T15:08Z [--] followers, [---] engagements
"$GRAB reports Q4 earnings tonight. Expected: - EPS: $0.01 (break-even) - Revenue: $941M Last quarter (Q3): - EPS: $0.01 - Revenue: $873M The Southeast Asia super-app story"
X Link 2026-02-11T20:28Z [--] followers, [---] engagements
"Wall Street expects Nebius $NBIS to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. There is no in between. https://twitter.com/i/web/status/2022016856161214843 https://twitter.com/i/web/status/2022016856161214843"
X Link 2026-02-12T18:36Z [--] followers, [----] engagements
"Name this stock. Clues: - Revenue: $600M (2016) $4.8B (2025) - Went from burning cash to printing it - Not a US-founded company Wrong answers only. or right ones"
X Link 2026-02-13T20:05Z [--] followers, [--] engagements
"$PYPL (14.7% FCF yield) and $ADBE (9% FCF yield) get all the attention as potential value plays despite disruption fears. But $FVRR at 21.3% FCF yield Crickets. π¦ The market is pricing in serious concerns - yet there's almost no discussion"
X Link 2026-02-15T14:56Z [--] followers, [---] engagements
"I posted this a few days ago about $NBIS revenue projections going from $118M to $9.5B by [----] (80x in [--] years). Turns out [----] estimates are at $16.43B. That's a 139x increase from [----] to [----]. https://x.com/trychartloom/status/2022016856161214843 Wall Street expects Nebius $NBIS to go from $118M to $9.5B in revenue by [----]. That's an 80x increase in [--] years. If analyst estimates hold this would be one of the steepest revenue ramps in cloud infrastructure history. The estimates are either visionary or delusional. https://t.co/ML1Z3IvID9 https://x.com/trychartloom/status/2022016856161214843"
X Link 2026-02-15T20:54Z [--] followers, [---] engagements
"Chartloom is coming. Spot compounders without spreadsheet fatigue: - AI SEC Audits: Risks in seconds π€ - Scenario Lab: Drag-and-drop models π§ͺ - Deep Data: 20+ years of history π Join the waitlist for early access & perks π π https://www.chartloom.com https://www.chartloom.com"
X Link 2026-02-05T12:00Z [--] followers, [---] engagements
"Nebius "missed" Q4. EPS and revenue both came in below consensus. Then you look at the growth: Revenue YoY: +425.9% Revenue QoQ: +55.9% $228M in revenue. Up from $43M a year ago. Sometimes the headline miss isnt the full story. $NBIS"
X Link 2026-02-12T12:11Z [--] followers, [---] engagements
"Duolingo is trading at its cheapest valuation ever. P/FCF Ratio: - Peak: 92x (May 2025) - Now: 15.8x That's an 83% compression from the highs. The business didn't break. The multiple did. $DUOL"
X Link 2026-02-12T21:25Z [--] followers, [---] engagements
"$AMD FCF per share just hit $1.46. A year ago it was $0.67. Two years ago it was $0.15. That's a 2Y CAGR of +212%. The AI capex cycle is finally converting to free cash flow. This is the part of the story that gets interesting"
X Link 2026-02-13T02:30Z [--] followers, [--] engagements
""Shopify's best growth days are behind it." That was the consensus in mid-2024. Revenue YoY growth since then: 20.7% 26.1% 31.2% 26.8% 31.1% 31.5% 5Y CAGR still at 30%. The market underestimates compounders"
X Link 2026-02-13T11:15Z [--] followers, [--] engagements
"The Rule of [--] separates good SaaS from great SaaS. Revenue Growth % + Profit Margin % [--] Here's how the cloud giants stack up: $MNDY $SAP $CRM $NOW $APP $MSFT $PLTR"
X Link 2026-02-14T00:10Z [--] followers, [---] engagements
"Beauty meets Binary. π $ODD is proving that a "Narrow Moat" can still be deep. With 1B+ data points and a 10.9% return rate (crushing industry averages) their AI "PowerMatch" isn't just a gimmick its a margin machine. Legacy brands are playing catch-up in a digital world ODDITY already mapped. https://twitter.com/i/web/status/2023175489989329345 https://twitter.com/i/web/status/2023175489989329345"
X Link 2026-02-15T23:20Z [--] followers, [--] engagements
"Apple earnings in a few hours The numbers we're watching: - Expected Revenue: $138.52B - Expected EPS: $2.65 $AAPL FQ1 2026"
X Link 2026-01-29T18:07Z [--] followers, [----] engagements
"SaaS got crushed today π΄ My watchlist: - $NOW: -11% (P/S: 9.0x) - $MSFT: -12% (P/S: 10.3x) - $CRM: -7% (P/S: 5.0x) All down 10-23% YTD Question: Is this a buying opportunity or just the beginning What do you think π"
X Link 2026-01-29T18:39Z [--] followers, [---] engagements
"$AAPL RESULTS: π’EPS: $2.84 vs $2.65 exp (BEAT) π’Revenue: $143.76B vs $138.5B exp (BEAT) Stock reaction: π’2.0% after hours Breaking it down now π"
X Link 2026-01-29T21:39Z [--] followers, [---] engagements
"Apple's Q1 pattern over the last [--] years: Revenue growth has been steady: Q1 '24: $90.75B Q1 '25: $124.30B (+37%) Q1 '26: $143.76B (+16%) $AAPL"
X Link 2026-01-29T21:43Z [--] followers, [---] engagements
"Watching [--] Retail favorites diverge in real-time: YTD Winners π’ $IREN: +40% $AMZN: +7% $NBIS: +6% YTD Losers π΄ $DUOL: -21% $PATH: -17% $HIMS: -11%"
X Link 2026-01-30T12:58Z [--] followers, [---] engagements
"$ADBE has quietly bought back 9% of its shares in [--] years Shares outstanding: Q1 2023: 459.5M Q4 2025: 417.0M That's 42.5M shares retired"
X Link 2026-02-02T22:40Z [--] followers, [--] engagements
"$PLTR just reported one of the best quarters in software: β
Revenue: $1.41B (beat by 5.1%) β
EPS: $0.25 (beat by 8.7%) But look at the GROWTH: - Revenue YoY: +70.4% - Revenue QoQ: +19.4% - EPS YoY: +78.6% - EPS QoQ: +19.0%"
X Link 2026-02-02T23:26Z [--] followers, [--] engagements
"$PLTR revenue acceleration is wild: Q1 2024: $634M Q2 2024: $678M Q3 2024: $726M Q4 2024: $828M Q1 2025: $884M Q2 2025: $1.00B π crossed $1B Q3 2025: $1.18B Q4 2025: $1.41B"
X Link 2026-02-02T23:26Z [--] followers, [--] engagements
"PayPal reports Q4 earnings in next [--] hours. Expected: - EPS: $1.29 - Revenue: $8.79B Are you bullish or bearish on $PYPL π"
X Link 2026-02-03T11:27Z [--] followers, [----] engagements
"$PYPL MISSED Q4 earnings: β EPS: $1.23 vs $1.29 est (-4.7% miss) β Revenue: $8.68B vs $8.79B est (-1.2% miss) PayPal Down -9%"
X Link 2026-02-03T12:06Z [--] followers, [----] engagements
"In case you missed it: Google crushed Q4 earnings π Key highlights: β
Revenue: +18% YoY growth β
Cloud: +48% YoY (fastest growth in years) β
Search: +17% YoY (still the cash cow) β
Gemini AI: 750M monthly users β
Paid subs: 325M+ (YouTube etc.) $GOOG $GOOGL"
X Link 2026-02-05T10:21Z [--] followers, [--] engagements
"SaaS selloff update: It's brutal out there π΄ $FIG: -84% (22% growth) π΄ $MNDY: -69% (21% growth) π΄ $CNSWF: -55% (17% growth) π΄ $RBRK: -50% (49% growth) π΄ $APP: -48% (38% growth) Is the SaaS selloff overdone or is there more pain coming"
X Link 2026-02-05T11:31Z [--] followers, [---] engagements
"$PYPL FCF Yield just hit 14.4% Highest ever on the chart π¨ Is PayPal a classic value trap. or the ultimate contrarian compounder at these levels"
X Link 2026-02-05T11:50Z [--] followers, [--] engagements
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