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@torovictorioso "$XYZ needs help on the operator side"
X Link @torovictorioso 2025-10-10T16:27Z 2103 followers, XXX engagements

". my take: zeta is a data company more so than an innovation company . and this is a neutral statement. $AAPL kills cookies so advertising moves from open to silos . and data dries up 🤔 $ZETA creates a new business model from this chaos . its data while not open does have XX% of the scale of the previous system. Essentially instead of cookies stored locally the data is stored on Zeta's servers. So is this a moat or can Advertising ROI be replicated elsewhere. Also where does government regulation come in regarding data privacy laws 🤔 Note: a slightly different but competing approach is"
X Link @torovictorioso 2025-10-12T11:12Z 2102 followers, 6568 engagements

"The $FI premium has come in . as I predicted earlier this year . but it's still there. Should $FI trade at a premium to both $XYZ and $PYPL 🤔"
X Link @torovictorioso 2025-09-25T12:19Z 2102 followers, XXX engagements

"Taiwan is fighting back . but this hurts $TSM and benefits $INTC"
X Link @torovictorioso 2025-10-13T11:23Z 2102 followers, XXX engagements

"I prefer $INTC over $AMD because it's AI products including Jaguar Shores are a call option and the real value creation is the fans business"
X Link @torovictorioso 2025-10-13T11:21Z 2102 followers, XXX engagements

"$SNAP 🔥🚀 . Y'all are asleep regarding this comeback . under $X is a life changing opportunity"
X Link @torovictorioso 2025-10-11T12:50Z 2102 followers, XXX engagements

"@MikeLongTerm Must read article on $XYZ . The @blocks AWS moment is neigh 👇"
X Link @torovictorioso 2025-10-14T17:35Z 2102 followers, XX engagements

"A commerce and finance super app can have . and should have a loss leader . @CashApp has always had P2P . and it should be thought of as a customer acquisition tool. @CashApp has just added its second loss leader and it's a doozy With P2P getting tired the new product is super fresh and exciting . and maybe @blocks AWS moment 🔥🚀"
X Link @torovictorioso 2025-10-14T16:32Z 2102 followers, XXX engagements

"Cash App Neighborhoods . is this the AWS moment for @blocks . a must read article on the latest product from Block that spans both @Square and @CashApp 👇 $XYZ"
X Link @torovictorioso 2025-10-14T15:37Z 2102 followers, XXX engagements

"18A is up and running . Inverse Defect is Yield and Yield effectively means gross margin which ultimately means net profit. $INTC was paying $TSM for Lunar Lake and those revenues will now be back with Intel on Panther Lake"
X Link @torovictorioso 2025-10-10T11:35Z 2102 followers, 7137 engagements

"Some folks are accumulating $XYZ today . buy . pause . buy pattern Retail is selling the pause which allows the price to drop and the buy to begin again"
X Link @torovictorioso 2025-10-08T14:21Z 2104 followers, 1033 engagements

"$INTC ARC is alive and well Intel has quietly updated its GPU IP and product roadmap revealing new details about upcoming architectures and product families. The refreshed slide confirms that Panther Lake belongs to the Battlemage "B-Series" family and introduces a new entry Xe3P which will power the so-called "Next Arc Family". The roadmap lists the following GPU IP generations: 🟦Xe (Alchemist) powering Intel Arc A-Series and Meteor Lake graphics 🟦Xe2 (Battlemage) used in Arrow Lake Lunar Lake and Battlemage discrete GPUs 🟦Xe3 (Battlemage extension) confirmed for Panther Lake 🟦Xe3P"
X Link @torovictorioso 2025-10-09T13:27Z 2098 followers, 2154 engagements

"Folks need to start thinking in terms of surfaces. in which to deploy AI . OpenAI and others create new surfaces . but legacy surfaces are extremely valuable . $SNAP attracts almost a billion eyeballs a month . and it's a great demographic. Agentic Commerce may be the next cab of the rank . my article 👇"
X Link @torovictorioso 2025-10-15T14:04Z 2102 followers, XXX engagements

"$INTC Arizonas Fab XX is fully operational and set to reach high-volume production using Intel 18A later this year strengthening U.S. technology and manufacturing leadership"
X Link @torovictorioso 2025-10-09T13:18Z 2102 followers, XXX engagements

"Catalysts for Q3 $XYZ 🟩 Borrow - further explanation 🟩 BNPL - further expansion 🟩 Tap to Pay on @cashapp 🟩 Cash App Pools 🟩 @Square Handheld 🟩 @Square AI 🟩 @Square Releases Spring 🟩 Square In-App Payments SDK 🟩 Square Mobile Payments SDK 🟩 New Square Developer landing page 🟩 Improved Square self onboarding page 🟩 Square field sales ramping 🟩 Square partnerships ramping 🟩 Square for Bitcoin - customer acquisition storytelling 🟩 Square Neighborhoods - customer acquisition storytelling 🟩 Square Releases Fall - customer acquisition storytelling 🟩 Go-to-market efforts Note: the Q3"
X Link @torovictorioso 2025-10-11T12:31Z 2101 followers, XXX engagements

"Wall Street loves growth 💙🧡♥ . it gives a premium to growth . so why does $FI still trade at a premium to $XYZ 🤔"
X Link @torovictorioso 2025-09-25T12:15Z 2102 followers, 1272 engagements

"Bold fact . @Square has already Won coffee fast casual and quick service restaurants . These are perfectly suited to the Square neighborhood program that includes @CashApp Local. The competitor most affected will be $FI Clover. Obviously super large players in this space build their innovation internally . but even these players may join the $XYZ ecosystem like they do with Cash App Offers"
X Link @torovictorioso 2025-09-30T14:09Z 2102 followers, 2149 engagements

"This is still a weak lazy assessment of Intel . fab 52✅ fab XX (2026 completion) fab XX (under construction) fab (Ohio X ground prepared) . in 2026 $INTC will have two new fabs up and running which will absolutely improve gross margin and help it's design unit be more competitive. Panther Lake Clearwater Forest Jaguar Shores Crescent Island Nova Lake "The brokerage said the new target reflects optimism around Intel's advanced packaging capabilities which could generate about $XXX billion in annual revenue starting from 2026 to 2027. Mizuho also forecasted that the company may gain an"
X Link @torovictorioso 2025-10-15T10:57Z 2102 followers, XXX engagements

"I would be a buyer of $PYPL hand over first if they cut their workforce by XX% 👀 $FVRR is a buy on this news"
X Link @torovictorioso 2025-09-16T12:13Z 2098 followers, XXX engagements

"@DividendDynasty I dropped an article about $PYPL this morning 👇 . it speaks to the transition from branded payments to commerce and apps"
X Link @torovictorioso 2025-10-13T12:54Z 2102 followers, XXX engagements

"America is toast if it does not get back manufacturing . investors are late to this realization . but politicians and business leaders are getting up to speed super fast . $INTC has to be the best play on the reshoring thesis 🔥🚀"
X Link @torovictorioso 2025-10-14T12:52Z 2102 followers, XXX engagements

"$XYZ vs $PYPL . a fascinating battle 👀"
X Link @torovictorioso 2025-10-12T12:31Z 2101 followers, 1042 engagements

"Pools is one of the four horseman coming for @CashApp competitors . not the most aggressive but a rediculously high impact product 👍 The Venmo equivalent has been a roaring success and pools will bring more people and more money into the network . 🔥🚀 $XYZ #cashappfridays"
X Link @torovictorioso 2025-10-14T17:32Z 2102 followers, XXX engagements

"$INTC 18A is energetic and competing . and 14A is out of bed and in the gym"
X Link @torovictorioso 2025-10-09T13:08Z 2102 followers, 1868 engagements

"Once we get $XYZ growth to 20%+ and sustain it . shareholders can act as cheerleaders . with positive commentary and a supportive and appreciative tone . under XX% the investor tone is frustrated and direct Come on @jack @owenbjennings @AmritaAhuja . LFG Note: I have penciled in XX% growth for Q3 so we may be close . and over XX% should be easy. as management improves and refines lever pulling"
X Link @torovictorioso 2025-10-11T11:06Z 2104 followers, XXX engagements

"Wow an actual new product from Afterpay . am I dreaming . @jack wow nice Now more please $XYZ"
X Link @torovictorioso 2025-09-29T19:06Z 2102 followers, XXX engagements

"What the heck is Neighborhoods 🤔 🟩 Price deferentialion (10% cash back) 🟩 Gamification (collect local cash) 🟩 Food ordering (incl delivery) 🟩 Marketing tool (customer acquisition and customer retention) 🟩 Data creator (AI) 🟩 Alternative rewards program 🟩 Neighborhood discovery 🟩 @CashApp customer incentives program"
X Link @torovictorioso 2025-10-12T00:27Z 2101 followers, 1458 engagements

"@matthughes13 My article . and $PYPL needs to show a little to investors to change the sentiment "
X Link @torovictorioso 2025-10-15T11:31Z 2102 followers, XXX engagements

"The market will re-rate $XYZ very soon . to 7.5X gross profit . screenshot this post and come back at me hard before the end of the year if I'm wrong"
X Link @torovictorioso 2025-10-03T12:34Z 2101 followers, 1435 engagements

"It's extremely difficult to buy $XYZ in quantity . volume is just too low and the price spikes "
X Link @torovictorioso 2025-10-08T16:09Z 2103 followers, 1087 engagements

"Not as cool as $INTC Jaguar Shores . but crescent Island fills a nice spot in the market and the timing is perfect "
X Link @torovictorioso 2025-10-14T17:47Z 2102 followers, XXX engagements

"$SNAP isn't excellent in everything . but it's ridiculously cheap . most folks on X are growth investors not value investors so cheap is irrelevant You buy $SNAP because it's a future growth company . a terrible quarter was Q2 2025 and growth was still there but only 9%. The investment thesis is that Snap fixes . monetization. Monetization is broken because: 🟦 US actives are weak 🟦 Advertising inventory is in oversupply and low priced 🟦 The Snap ROI on impressions is lower than $META So can Snapchat fix monetization . article incoming . watch this space"
X Link @torovictorioso 2025-10-08T10:33Z 2103 followers, XXX engagements

"Absolutely . play via Jan 2028 leaps $SNAP"
X Link @torovictorioso 2025-10-10T12:09Z 2104 followers, XXX engagements

"Listen carefully . and then buy $INTC"
X Link @torovictorioso 2025-10-07T10:33Z 2098 followers, 3783 engagements

"I was so early on $INTC . that I lost money initially I bought in the $22-$23 range and it dropped to XXXXX . I bought a lot more at the lows and I'm in hoddle mode"
X Link @torovictorioso 2025-10-05T15:51Z 2102 followers, 2372 engagements

"Last few days to read my Afterpay article for free 👇 $XYZ @blocks"
X Link @torovictorioso 2025-10-14T11:46Z 2102 followers, XXX engagements

"The @Square Go-to-market superpower was self onboarding for $TOST field sales for $FI Clover partnerships (particularly banking). $XYZ started the 2025 POS wars by entering Field Sales and Partnerships but the other two will find it difficult to match Square on self onboarding . @blocks had perfected this over years and made significant improvements in 2024. Recently $TOST had to drop prices to match @Square pricing because its value proposition was off key due to Square product improvements"
X Link @torovictorioso 2025-09-26T11:02Z 2102 followers, 1241 engagements

"My article on the twin four horsemen . but this is just innovation . we need @jack and team to pull the levers and create some buzz $XYZ @blocks"
X Link @torovictorioso 2025-10-15T14:43Z 2102 followers, XXX engagements

"If it's not built on US soil (matching US consumer demand) . then we have a problem . this is the $INTC bull case . Taiwan will slow down $TSM US expansion . and Intel will fill the gap"
X Link @torovictorioso 2025-10-13T12:28Z 2102 followers, XXX engagements

"Last few days to read my $PYPL article for free 👇 $PYPL"
X Link @torovictorioso 2025-10-14T11:48Z 2102 followers, XXX engagements

"@blocks $XYZ The Role: We're looking for a Principal Product Designer to lead the design of our Afterpay apps globally . We're now investing in these apps to reimagine the shopping experience for our current customers as well as the next generation of consumers. The opportunity is to rethink everything identify new opportunities and make it a best in class experience"
X Link @torovictorioso 2025-10-06T12:00Z 2101 followers, 1078 engagements

"Fun fact : $INTC is fair value at $XX . whatever 'investor' or whoever sold under this . is bat shit crazy 🤪🥴"
X Link @torovictorioso 2025-10-06T22:06Z 2098 followers, XXX engagements

"@jack @owenbjennings @AmritaAhuja need a new approach for the @blocks AWS moment . called Neighborhoods . . super lever pulling . super communication . super ramping Should $XYZ Publish the monthly Neighborhoods GPV going forward "
X Link @torovictorioso 2025-10-14T17:01Z 2102 followers, XXX engagements

"$PYPL is racing ahead in building its consumer App (Venmo or PayPal App) features . the next cab of the rank is Agentic Commerce. I wrote an article calling this out for $SNAP & $XYZ . but PayPal is another surface company that needs to monetize. Surfaces will be extremely valuable in 2026 . and Snapchat has 1B monthly actives. My article 👇"
X Link @torovictorioso 2025-10-03T12:40Z 2099 followers, 4865 engagements

"$AMD has essentially caught up on software (ROCm) and rack scale (MI450) . $INTC is also catching up on software (OneAPI) and rack scale (Jaguar Shores)"
X Link @torovictorioso 2025-10-14T12:32Z 2102 followers, XXX engagements

"Love the features . but that's ugly ass design 👇 $PYPL"
X Link @torovictorioso 2025-10-12T23:49Z 2102 followers, XXX engagements

"@blocks ( $XYZ ) Growth Initiatives: 2025 🚀 . XX items X Cash App Borrow nearly doubling as expanding to new States and improving the unit economics and now higher limits (to $1250). SFS got regulatory approval. X Tools to drive Paycheck Deposit engagement with our base - leveraging in-app notifications and emails. X Cash App Afterpay Online Shipped. Afterpays Pay-in-Four or Pay Monthly products for shopping online at partner merchant sites. X Cash App Card post purchase BNPL product shipped. X We launched our largest-ever national BRAND campaign in March which will run throughout the year"
X Link @torovictorioso 2025-10-04T18:48Z 2102 followers, 1837 engagements

"Marathon Digitals HPC Ambitions : Can $MARA copy $IREN"
X Link @torovictorioso 2025-10-09T17:38Z 2102 followers, XXX engagements

"Snaps Renaissance . $SNAP leaps offer a life changing opportunity . but how does Snap turn things around . this article goes deep into the strategy 👇"
X Link @torovictorioso 2025-10-12T12:51Z 2102 followers, 2174 engagements

"@Micro2Macr0 And on Taiwan . $INTC 🔥🚀"
X Link @torovictorioso 2025-10-13T21:58Z 2102 followers, XXX engagements

"This is a great deal $PYPL"
X Link @torovictorioso 2025-10-13T16:01Z 2102 followers, XXX engagements

"@Simonkhalaf It's a nice business to be in . $PYPL finally wants to be a significant player. I posted a while ago that Afterpay is a failure if it can't grow 25%+/year (GPV). It's been under that for a while now 😳🫣"
X Link @torovictorioso 2025-10-14T11:39Z 2102 followers, XXX engagements

"The best value out of the money leaps are the $SNAP January 2028 leaps . You choose the strike that suits . all strikes are super reasonably priced. Best asymmetric play there is"
X Link @torovictorioso 2025-10-05T13:31Z 2101 followers, XXX engagements

"I bought the $SNAP lows today . it's just too easy with idiots selling it down for no reason while the rest of the market pumps "
X Link @torovictorioso 2025-10-06T16:25Z 2101 followers, XXX engagements

"I suspect this product 👇 is under appreciated by investor but it's super high impact IMO . understand this product in the context of the other @blocks release this week . Afterpay Commerce Media AI and Data is everything . and AI powered voice answering is a data creation machine"
X Link @torovictorioso 2025-10-11T14:19Z 2102 followers, XXX engagements

"Many folks are all over $ZETA . it solves some the advertising issues left over from the $AAPL cookie changes (2021) . . but Commerce Media also solves some of these issues . my article 👇"
X Link @torovictorioso 2025-10-15T14:08Z 2102 followers, XXX engagements

"Even with the recent fall in the $TOST stock price it still has half the market capitalization of $XYZ. The high valuation is due to the line chart below but this can change quickly. @blocks has 6X the gross profit and operating profit of Toast . and Toast just lowered prices. @Square was always the price leader (low-cost provider) so certainly won't be lowering prices"
X Link @torovictorioso 2025-09-25T12:07Z 2102 followers, 1155 engagements

"I bought the $XYZ lows "
X Link @torovictorioso 2025-10-10T22:02Z 2100 followers, XXX engagements

"$XYZ @blocks had a nice addition to @CashApp this week but I'm still not happy . Where's the hyper-personalization seamless engagement and predictive experiences that users now expect . Blocks released amazing products this week AI improvements including AI phone answering technology . mind blowing . and the incredibly exciting Commerce Media product . Cash App has all the innovation sitting right there but it's not connected . we desperately need this innovation connected and put in Cash App"
X Link @torovictorioso 2025-10-11T14:16Z 2100 followers, XXX engagements

"That's a buy signal $AMZN $XYZ has recently confirmed that its AI (codename goose 🪿) will save XX% of employee time . from the start of 2025 to the end of 2025. These AI tools haven't even peaked yet . the playbook is to shrink headcount first . build a racing team culture . then start hiring again"
X Link @torovictorioso 2025-10-15T12:49Z 2102 followers, XXX engagements

"$XYZ I have penciled in XX% growth for Q3 and this is mostly @CashApp acceleration . but @square AI and Square Handheld are super significant on the merchant side. . Square field sales has something physical to show prospective customers and self onboarding folks can touch and feel a great product in-store. These two Square products are customer acquisition and customer retention powerhouses . 👍🏼💙🫡"
X Link @torovictorioso 2025-10-11T11:17Z 2100 followers, XXX engagements

"@Square AI is a massive differentiator with only $TOST offering a competing product . Toast IQ . $XYZ has the scale to win AI with around XXX bodies working on this"
X Link @torovictorioso 2025-10-09T11:17Z 2102 followers, XXX engagements

"This is essentially that bear thesis on $INTC . even then $21-$24 is too low assuming Intel can't keep pace with frontier chips. . for example 14A may never get frontier customers but it will absolutely get customers . in other words it gets customers later in the cycle. This means customers use 14A in 2030 instead of 2028 which means less premium pricing. Read this article to understand 👇"
X Link @torovictorioso 2025-10-08T11:03Z 2102 followers, XXX engagements

"When you know you know 👇 $MARA"
X Link @torovictorioso 2025-10-15T14:18Z 2102 followers, XXX engagements

"$HIMS is the best company I know for operational excellence . this is a case study in how monetization can trump innovation. Thoughtful curated products and storytelling 💙"
X Link @torovictorioso 2025-10-15T14:49Z 2102 followers, XXX engagements

"Yesterday's selloff was a buying opportunity $PYPL I dropped a PayPal article yesterday . folks are sleeping on the consumer App opportunity"
X Link @torovictorioso 2025-10-14T11:06Z 2102 followers, XXX engagements

"@ParkMin41291 So it's quite simple . $btbt is like $BMNR but it also owns XX% of a pure play HPC neo cloud called $WYFI WHITE FIBER . so yes"
X Link @torovictorioso 2025-10-08T16:44Z 2102 followers, XXX engagements

"Afterpay Launches Commerce Media Solution Curate Powered By Magnite $XYZ @blocks . what the heck does this mean 🤨 . my article explains this innovation and you can read the full announcement further down 👇"
X Link @torovictorioso 2025-10-10T13:11Z 2102 followers, XXX engagements

"$INTC Intel 18A is the most advanced semiconductor node developed and manufactured in the United States"
X Link @torovictorioso 2025-10-09T13:17Z 2102 followers, 1860 engagements

"I wrote an article in the Summer about the elephant in the room . PayPal Branded Payments . I have since become a $PYPL investor and the reason is because of the narrative change . PayPals Strategic Pivot . you may be surprised by the PayPal opportunity and my free article breaks this down. 👇👇"
X Link @torovictorioso 2025-10-13T12:12Z 2102 followers, XXX engagements

"See the post below . @block has never had eight high impact products drop at once . yes I know I'm counting one twice but it's likely the most impactful of them all. $XYZ . these are all super high impact 🔥🚀"
X Link @torovictorioso 2025-10-14T19:32Z 2102 followers, 1250 engagements

"Fun Fact : I sold all of my $BTBT on Friday before the Trump post at $XXXX . I also exited $MARA completely after the Trump post at around $XX . . I have zero exposure to $ETH $BTC . but I need to re-enter this week"
X Link @torovictorioso 2025-10-12T13:11Z 2100 followers, XXX engagements

"$TSM is a true marvel of manufacturing innovation and execution . this has taken decades to perfect So comparing fab XX to TSMC is the real story . no company (ex Samsung) has a more difficult comparison . but $INTC actually shapes up incredibly well"
X Link @torovictorioso 2025-10-11T12:57Z 2102 followers, 3671 engagements

". Innovate boldly or get Dorseyd $XYZ Blocks Octo Bazooka is a vicious attack on competitors . and @blocks only getting started . a must-read article for today 👇"
X Link @torovictorioso 2025-10-15T12:13Z 2102 followers, XXX engagements

"BofA have their head in the sand . . fabs XX miles from mainland China aren't tenable . these fools are still using globalist thinking . in a world of nation building and reshoring. $INTC 🔥🚀"
X Link @torovictorioso 2025-10-13T12:32Z 2102 followers, 2201 engagements

". I say a total blockade is the China Strategy . sea and air $INTC Ohio fabs need to be fast tracked and the mag X need to get onboard"
X Link @torovictorioso 2025-10-15T11:18Z 2102 followers, XXX engagements

"Last chance to read my $PYPL article for free 👇"
X Link @torovictorioso 2025-10-15T15:30Z 2102 followers, XXX engagements

"Read the post below . this is how folks accumulate without driving up the price . $XYZ"
X Link @torovictorioso 2025-10-08T14:41Z 2100 followers, XXX engagements

"The best investment opportunity right now is probably $INTC . more work is needed to fix the culture but it's an amazing company"
X Link @torovictorioso 2025-10-10T01:06Z 2102 followers, 1224 engagements

"$INTC is not just the 3rd best manufacturing company in the world . 🟦 It manufactures products that only X companies can do . a potential 4th in Japan 🟦 It manufactures products in ridiculous high demand and growing 🟦 It manufactures it's frontier products exclusively in the US . in a time of tariffs GUYS . YOU'RE STILL ASLEEP IF YOU BELIEVE IN AI THEN YOU MUST OWN INTEL"
X Link @torovictorioso 2025-10-07T11:19Z 2102 followers, XXX engagements

"Very cool . and so important . $AMD finally matching $NVDA on rack scale"
X Link @torovictorioso 2025-10-14T14:53Z 2101 followers, XXX engagements

"$XYZ constantly grows faster than $GDDY . they both have the same earnings multiple . and $GDDY trades at a higher PS multiple. The valuation premium is likely due to GoDaddy has recurring revenue"
X Link @torovictorioso 2025-08-09T18:49Z 2102 followers, XXX engagements

"Nice win . proves the innovation . but 50K is tiny $AMD"
X Link @torovictorioso 2025-10-14T14:42Z 2102 followers, XXX engagements

"👀 . everyone is at risk from @Square $FI CLOVER $TOST $FOUR $LSPD"
X Link @torovictorioso 2025-10-08T18:47Z 2101 followers, XXX engagements