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@ecomoatai "@meeijer I love seeing my holdings; $GOOG $NVDA $AMAT $AMZN and $DUK on the list"
X Link @ecomoatai 2025-10-11T20:53Z XXX followers, XXX engagements

"$DUK isnt a high-growth story but it's a stability one. Its $83B capital plan is focused on clean energy and grid upgrades. Recent moves: - $6B investment from Brookfield - $2.5B asset sale to Spire - Legislative wins in the Carolinas"
X Link @ecomoatai 2025-09-29T07:50Z XXX followers, XX engagements

"$PAYC Q2 doubling down on AI & automation. CEO Chad Richison: Voice-activated command-driven functionality is the future for all software and Paycoms future started last week. - AI-driven products: Beti GONE new IWant launched Q2 - Expanding globally and demonstrates moderate profitability with a ROIC of XXXX% and a ROE of XXXX% - Well-positioned for reinvestment and operational efficiency. - Moderate moat: high switching costs + network effects - Stock looks decently priced"
X Link @ecomoatai 2025-08-19T10:19Z XXX followers, XXX engagements

"ROC is modest (2%) but the moat helps keep profits steady. Not a disruptor but a resilient income-friendly play. Valuation: $DUK / Slightly undervalued / PE: XX / Yield: XXXX% References: $CEG / PE: XX / Yield: XXXX% $NEE / PE: XX / Yield: X% *both slightly undervalued"
X Link @ecomoatai 2025-09-29T07:50Z XXX followers, XXX engagements

"@meeijer I agree with you but $NVO will require patience. Like other pharmas"
X Link @ecomoatai 2025-10-14T19:06Z XXX followers, XXX engagements

"@unusual_whales I was writing a note yesterday about the AI bubble. While the bubble exists $NVDA is real"
X Link @ecomoatai 2025-10-12T17:27Z XXX followers, XX engagements

"Know the Moat 🏰: Costco $COST A retail fortress built on low prices high volume and loyal members. Its moat membership cost leadership (best example) scale and Kirkland (brand loyalty on steroids). A flywheel that keeps turning even in a competitive retail world"
X Link @ecomoatai 2025-10-04T17:18Z XXX followers, 2144 engagements

"Know the Moat 🏰: The Trade Desk $TTD One of the few independent DSPs left standing and thriving. While ad giants like $GOOG and $AMZN dominate the walled gardens TTD is building for the open internet. Heres why its moat might be more durable than you think"
X Link @ecomoatai 2025-10-05T14:57Z XXX followers, XXX engagements

"Know the Moat 🏰: Duke Energy $DUK One of the largest regulated utilities in the U.S. Duke serves 8M+ customers across the Southeast & Midwest. Its moat High switching costs regulatory licenses and efficient scale that make it hard to compete with"
X Link @ecomoatai 2025-09-29T07:50Z XXX followers, XXX engagements

"I saw many posts asking if AI is a bubble. Some of it absolutely is. Valuations are wild circular financing is real. $NVDA Thats not just hype thats the foundation. The hype will cool some bets will crash but real moats will remain. My take:"
X Link @ecomoatai 2025-10-12T17:35Z XXX followers, XXX engagements

"Know the Moat 🏰: Constellation Energy Nuclear Power is quietly entering a new era and $CEG is at the center of it positioned as the energy backbone of the AI age. The moat is narrow but real: long-term contracts and policy momentum. And how $MSFT is related Lets dive in"
X Link @ecomoatai 2025-09-25T12:53Z XXX followers, 5625 engagements