@usefundamentals Avatar @usefundamentals Fundamentalist

Fundamentalist posts on X about q4, growth, $googl, $amzn the most. They currently have [--] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 86.96% technology brands 60.87% finance 30.43% automotive brands 13.04% cryptocurrencies 13.04% exchanges 8.7% luxury brands 4.35%

Social topic influence q4 34.78%, growth 17.39%, $googl 13.04%, $amzn #364, $meta #198, meta 13.04%, $shop #467, $hood #908, $pins #19, ai 13.04%

Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Metadium (META) Shopify Inc (SHOP) Robinhood Markets, Inc. (HOOD) Pinterest, Inc. (PINS) Salesforce Inc (CRM) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Spotify Technology (SPOT) Airbnb, Inc. (ABNB) Cloudflare, Inc. (NET) Cisco Systems Inc (CSCO) Mario Coin (COIN) Adobe, Inc. (ADBE) Advanced Micro Devices (AMD) Apple, Inc. (AAPL) Apollo Global Management, Inc. (APO) Ferrari N.V. (RACE) Applied Materials, Inc. (AMAT) monday.com Ltd. (MNDY) S&P Global Inc (SPGI) AppLovin Corporation (APP) WEN Token (WEN) Palantir Technologies Inc. (PLTR) Now Coin (NOW) Booking Holdings Inc (BKNG) Dash (DASH) Block, Inc. (XYZ) Walmart, Inc. (WMT) Western Union Co (WU) NVIDIA Corp. (NVDA) eBay Inc (EBAY) Wing Finance (WING) Lemonade, Inc. (LMND) Warner Bros Discovery, Inc. (WBD) Bitcoin (BTC) RAI Finance (SOFI)

Top Social Posts

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

"2026 is shaping up to be another massive CapEx year for Big Tech with total expected spending of 630B FY2025 ➜ [----] guides: $GOOGL: +89B +98% ➜ 180B $AMZN: +70B +51% ➜ 200B $META: +55B +79% ➜ 125B $MSFT: +22B +27% ➜ 105B $TSLA: +12B +135% ➜ 20B $AAPL: No [----] capex guidance D&A is rising but still trailing the CapEx surge -- especially for $GOOGL While $AAPL remains the notable exception effectively sitting on the sidelines as peers load up on longlived AI assets. A large slice of this CapEx wave is set to flow into AI silicon vendors with $NVDA likely keeping the lions share of accelerator"
X Link 2026-02-08T13:26Z [--] followers, [---] engagements

"$SHOP Earnings Q4 [----] Revenue Q4'25 $3.0B +31% YoY GMV Q4'25 $124B +31% YoY FY'25 FCF $2B 17% margin Merchant Solutions +35% Payments 68% of GMV $2B buyback program approved"
X Link 2026-02-12T13:30Z [--] followers, [--] engagements

"https://x.com/i/status/2020489300241166706 [----] is shaping up to be another massive CapEx year for Big Tech with total expected spending of 630B FY2025 ➜ [----] guides: $GOOGL: +89B +98% ➜ 180B $AMZN: +70B +51% ➜ 200B $META: +55B +79% ➜ 125B $MSFT: +22B +27% ➜ 105B $TSLA: +12B +135% ➜ 20B https://t.co/PARr9EvVrj https://x.com/i/status/2020489300241166706 [----] is shaping up to be another massive CapEx year for Big Tech with total expected spending of 630B FY2025 ➜ [----] guides: $GOOGL: +89B +98% ➜ 180B $AMZN: +70B +51% ➜ 200B $META: +55B +79% ➜ 125B $MSFT: +22B +27% ➜ 105B $TSLA: +12B +135% ➜ 20B"
X Link 2026-02-13T11:44Z [--] followers, [---] engagements

"New Feature Release Stocks Comparison Compare %chg of selected stocks across different metrics: ✅ Price ✅ Revenue ✅ Net Income . across different timeframes: ✅ YTD 1Y 3Y . 20Y+ ✅ Quarterly Annual TTM (fundamental metrics) Available on desktop and App Store 👇"
X Link 2026-02-15T13:30Z [--] followers, [--] engagements

"Another big earnings week ahead Monday: $APO $MNDY Tuesday: $SPGI $SPOT $HOOD $NET $RACE Wednesday: $CSCO $SHOP $APP Thursday: $AMAT $ABNB $COIN $PINS Friday: $WEN"
X Link 2026-02-07T17:02Z [--] followers, [---] engagements

"$CSCO is an good example of why PE matters In [----] Cisco was the future of the internet trading at +400x PE Since then Operating income 4x. Price flat for 20+ years; PE now 30x The business compounded. The multiple meanreverted"
X Link 2026-02-09T13:31Z [--] followers, [---] engagements

"$ADBE trades like AI killed the business but the numbers say AI might be fueling it: Stock back near [----] levels decadelow PE. Earnings at record highs. Pure AI products (e.g. Firefly) now $250M ARR. AIinfluenced ARR 1/3 AI credit consumption up [--] QoQ"
X Link 2026-02-10T14:00Z [--] followers, [---] engagements

"$SPOT Earnings Q4 [----] In [--] years SPOT went from a negative to a 15%+ operating margin 751m MAUs (+11% ) 290m Premium subs (+10%) Revenue: 4.5B (+6.8% - record low) Operating income: 701m (+47%) Record high gross and operating margin But PE still 50x+"
X Link 2026-02-10T22:00Z [--] followers, [---] engagements

"$HOOD Earnings Q4 [----] Revenue Q4'25 $1.3B +27% YoY Revenue FY [----] $4.5B +52% YoY Adj. EBITDA FY25: $2.5B +76% YoY Q4 lags FY as crypto cools but net interest and other (Gold banking subs) are now the main growth engines"
X Link 2026-02-11T13:30Z [--] followers, [---] engagements

"Public Portfolio Update # [--] Added another 5% to $CRM as the SaaS bloodbath continues 25% Cash Left Total P&L: 🔻-4.4% 4/ $CRM #1 global CRM provider for 12+ years with roughly 2021% market share Agentforce/AI agents are growing tripledigits off a $1B ARR base Similar ADBE AI fears and beaten down stock (40% down from Jan'25 highs) https://t.co/JzeACyg0cQ 4/ $CRM #1 global CRM provider for 12+ years with roughly 2021% market share Agentforce/AI agents are growing tripledigits off a $1B ARR base Similar ADBE AI fears and beaten down stock (40% down from Jan'25 highs) https://t.co/JzeACyg0cQ"
X Link 2026-02-12T01:55Z [--] followers, [---] engagements

"$ABNB Earnings Q4 [----] Revenue $2.8B +12% y/y GBV $20.4B +16% y/y Operating Income $269M 10% margin FCF $4.6B FY2025 38% margin Repurchased $3.8B shares FY2025 FY2026 outlook: Lowteens revenue growth Roughly stable adjusted EBITDA margins"
X Link 2026-02-13T06:17Z [--] followers, [---] engagements

"Public Portfolio Update # [--] Added another 5% to $ADBE (15x PE with 20%+ EPS growth for the next [--] years PEG ratio now 1) Added another 5% to $AMD (hedge/tailwind from hyperscaler out of control capex) 15% Cash Left Total P&L: 🔻-6.1%"
X Link 2026-02-13T11:30Z [--] followers, [---] engagements

"Despite recent bloodbaths S&P [---] only -2% from ATH with PE still elevated at 30x (vs. 16x mean). YTD: $HOOD 🔻34% $SHOP 🔻31% $NOW 🔻30% $CRM 🔻28% $PLTR 🔻28% . Just a reminder that in a real market crash cheap could get even cheaper"
X Link 2026-02-14T13:30Z [--] followers, [---] engagements

"Try out now at: 🔗 📱 https://apps.apple.com/th/app/fundamentalist/id6757942093 https://fundamentalist.app https://apps.apple.com/th/app/fundamentalist/id6757942093 https://fundamentalist.app"
X Link 2026-02-15T13:30Z [--] followers, [--] engagements

"Slightly lighter earnings week ahead: Wednesday: $DASH $EBAY $XYZ $WING Thursday: $WMT $BKNG $LMND Friday: $WBD $WU The week after will be another packed week with SaaS + $NVDA though"
X Link 2026-02-15T22:00Z [--] followers, [---] engagements

"$PINS Earnings Q4 [----] Global MAUs hit 619M (+12% YoY) a new alltime high. Q4 revenue $1.32B (+14% YoY) driven by strong international momentum Q4 operating margin 22.8% Deployed $927M to buybacks in [----] (1.6% shares outstanding) How about vs peers 👇"
X Link 2026-02-16T14:21Z [--] followers, [---] engagements

"4/ $CRM #1 global CRM provider for 12+ years with roughly 2021% market share Agentforce/AI agents are growing tripledigits off a $1B ARR base Similar ADBE AI fears and beaten down stock (40% down from Jan'25 highs)"
X Link 2026-01-30T15:32Z [--] followers, [---] engagements

"$AMZN Earnings Q4 [----] Q4 print shows AWS/ads mix quietly rewriting the P&L but a $200B capex cycle now dominates the debate. Revenue $213.4B +12% ex-FX. Op income $25B incl. $2.4B one-offs. AWS $35.6B +24% YoY 35% margin. AWS backlog $244B +40% YoY. Ads $21.3B +22% YoY. TTM FCF $11.2B; FY operating cash flow $139.5B +20%. Capex guide $200B for [----] mostly AWS/AI infra. Stock down -6% on a +2% $SPY day. https://twitter.com/i/web/status/2020256286022193370 https://twitter.com/i/web/status/2020256286022193370"
X Link 2026-02-07T22:00Z [--] followers, [---] engagements

"$NET Earnings Q4 [----] FY25 rev: $2.17B 14% nonGAAP op margin 12% FCF NonGAAP profitable [--] years but still GAAP lossmaking despite 30%+ rev growth -- due to mid-20%s SBC FCF trend is strong (Q4 FCF margin 16%) -- leading indicator for GAAP profitability"
X Link 2026-02-11T22:00Z [--] followers, [---] engagements

"$COIN Earnings Q4 [----] Revenue Q4 down -22% YoY Revenue also down -29% cycle/cycle (4 years) Operating Income Q4 down -70% both YoY and cycle/cycle. Wild to see this financial deterioration across cycle despite $BTC hitting almost 2x previous cycle highs"
X Link 2026-02-13T13:45Z [--] followers, [---] engagements

"Also designed specifically for mobile"
X Link 2026-02-15T13:30Z [--] followers, [--] engagements

"Over 5Y PINS is growing slower than $META and $GOOGL yet its Q4 revenue base is still 60100x smaller than theirs. Despite that subscale profile $PINS trades at roughly 2030x forward PE similar to $META and $GOOGL so it isnt cheap despite its much smaller scale"
X Link 2026-02-16T14:21Z [--] followers, [--] engagements

"Public Portfolio Update # [--] Added another 10% to $AMD after the drop Added another 5% to $SOFI 1/ $SOFI GAAP profitable for [--] years now 12.6M Members still growing at 35%+ Revenue growth accelerating 30%+ driven by NOII Financial services (fee-based) revenue growing at 90%+; also positive operating income for [---] years Potential S&P [---] inclusion https://t.co/6Ux1fiPZWK 1/ $SOFI GAAP profitable for [--] years now 12.6M Members still growing at 35%+ Revenue growth accelerating 30%+ driven by NOII Financial services (fee-based) revenue growing at 90%+; also positive operating income for [---] years"
X Link 2026-02-05T13:43Z [--] followers, [---] engagements

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