@InvestingVisual Investing visuals

Several major tech companies have recently announced significant deals and posted strong earnings, driving attention to the AI and tech sectors. Notably, Amazon and OpenAI have formed a multi-year partnership, while companies like Palantir, Duolingo, and Shopify have reported impressive quarterly results. The demand for AI infrastructure and related services continues to surge, benefiting companies like Nvidia, AMD, and cloud service providers.

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Social Influence

Social category influence finance #1010 stocks #5366 technology brands automotive brands cryptocurrencies countries exchanges social networks celebrities fashion brands

Social topic influence $pltr #118, $nvda #170, asml #53, $googl #569, $asml #22, $msft #27, $amd #126, $amzn #58, $tsla #819, ai

Top accounts mentioned or mentioned by @ftrinvestors @stocksavvyshay @tacticzh @meeijer @scoopercapital @sojustfollowme @gantenbein22096 @stockinf0 @kaizeninvestor @simpleinvest01 @carbonfinancex @hatedmoats @stockmarketnerd @brianstoffel @arnytrezzi @ivanaspear @wolfofharcourt @grok @qualityinvest5 @qualitystocksa

Top assets mentioned Palantir Technologies Inc. (PLTR) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Crowdstrike Holdings Inc (CRWD) Duolingo, Inc. (DUOL) Now Coin (NOW) Rubrik, Inc. (RBRK) MercadoLibre Inc (MELI) Taiwan Semiconductor (TSM) Metadium (META) Broadcom, Inc. (AVGO) Hims & Hers Health, Inc. (HIMS) Cloudflare, Inc. (NET) Mastercard, Inc. (MA) Netflix Inc (NFLX) Robinhood Markets, Inc. (HOOD) Trade Desk, Inc. (TTD) Atlassian Corporation PLC (TEAM) Apple, Inc. (AAPL) Axon Enterprise, Inc. (AXON) Spotify Technology (SPOT) DLocal Limited (DLO) Shopify Inc (SHOP) CoreWeave, Inc (CRWV) Tempus AI, Inc. (TEM) RAI Finance (SOFI) Iris Energy Limited (IREN) Adobe, Inc. (ADBE) Palo Alto Networks Inc (PANW) Veeva Systems, Inc. (VEEV) Intel Corporation (INTC) Intuitive Surgical, Inc. (ISRG) Oracle Corporation (ORCL) Snowflake Inc. (SNOW) Datadog Inc (DDOG) Salesforce Inc (CRM) Novo-Nordisk (NVO) Astera Labs, Inc. (ALAB) Airbnb, Inc. (ABNB) SPDR S&P [---] ETF Trust (SPY) Uber Technologies, Inc. (UBER) Zscaler Inc (ZS) Applied Materials, Inc. (AMAT) Figma, Inc. (FIG) Alibaba Group (BABA) Celsius Holdings, Inc. Common Stock (CELH) UnitedHealth Group (UNH)

Top Social Posts

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

"$NVDA vs $AMD Two players dominating the AI chip market. Theres essentially no alternative"
X Link 2025-08-17T19:29Z 106.8K followers, 94.6K engagements

"Buying quality without overpaying is something many investors strive for. How did British fund manager Terry Smith do this I've made a visual summary of a great video by @InvestorSwedish. Link to the video down below 👇"
X Link 2023-10-02T15:21Z [---] followers, [--] engagements

"The fear & greed index is currently at "extreme fear". At days like this stay composed stick to your process and celebrate your favorite stocks going on sale"
X Link 2023-10-03T16:03Z [--] followers, [--] engagements

"One of the first books that I have read about tech stocks was 'Nothing But Net' by @markmahaney. It's a great book with many timeless lessons. I've summarized the [--] most important lessons discussed in the book. 👇✍"
X Link 2023-11-05T12:33Z [---] followers, [--] engagements

"@wolfofharcourt @portseido Congrats Pretty similar to my portfolio very close of hitting a ATH as well and recouping the losses made in [----] and [----]. $CRWD $MELI $NOW and $NET had the most impact on my performance so far"
X Link 2023-11-13T13:08Z [---] followers, [---] engagements

"@AITechInvesting Great companies I use both $TEAM and $NOW almost on a daily basis. They are currently in my top [--] holdings together with $CRWD. Their execution is exeptional so far"
X Link 2023-11-21T08:25Z [---] followers, [---] engagements

"@sssc The stock performance of $NOW really is a result of the great platform it has become. Got alot of faith in Bill McDermott and the $NOW team for years to come"
X Link 2023-11-21T13:33Z [---] followers, [--] engagements

"@AITechInvesting Agreed ServiceNow is still the go-to platform to serve ITSM on an enterprise level. So far I don't see $NOW and $TEAM compete head on. Might change in the future though"
X Link 2023-11-21T16:52Z [---] followers, [---] engagements

"Just finished a very courageous and unique podcast about Israel war unity business tech and investing. Thank you @patrick_oshag and Lior Susan. I've tried my best to summarize the main topics discussed in the episode👇✍"
X Link 2023-11-21T21:46Z [---] followers, [---] engagements

"@JoTrader4 Never fall in love with a stock @JoTrader4 Although that no easy feat with $MELI"
X Link 2023-11-22T21:17Z [---] followers, [---] engagements

"Rest in peace Charlie Munger.A brilliant mind with a great sense of humor. I learned so much from you. You'll be missed 🙁🙏"
X Link 2023-11-29T09:50Z [---] followers, [--] engagements

"@Brian_Stoffel_ I see $SNOW having a big presence in the IT sector and its been on my watchlist for a while now. It is indeed very high quality BUT the insane SBC is still holding me back to start a position"
X Link 2023-11-30T18:41Z [---] followers, [---] engagements

"@Stock_Inf0 Dont forget $MSFT the elephant in the room Not a pure-play cybersecurity company but a very large player in the space. Personally own $NET $CRWD and $MSFT"
X Link 2023-11-30T19:12Z [---] followers, [---] engagements

"@Stock_Inf0 Ah right. $NET isnt a security pure-play either I would say. Cybersecurity it definitely one of their S-curves though. Really pleased with their performance indeed Still one needs the nerves to be able to hold in big drawdowns too"
X Link 2023-11-30T19:25Z [---] followers, [--] engagements

"@Stock_Inf0 True in terms of business focus Fun fact: $MSFT cybersecurity revenue of [--] bln is close to $NET entire market cap of [--] bln"
X Link 2023-11-30T19:44Z [---] followers, [--] engagements

"November portfolio update 📜 November +15% Year-to-date +64% Best performers 🟢 $ADYEY +67% 🟢 $CRWD +34% 🟢 $MELI +27% 'Worst' performers 🔴 $VEEV -11% 🟢 $ABNB +4% 🟢 $TEAM +6% New position: $TTD. A thread about why I bought it well come soon"
X Link 2023-12-01T14:03Z [---] followers, [----] engagements

"@AITechInvesting Great overview I thinks its also good to note that $SNOW and $DDOG are more usage-based compared to others being seat-based. Generally usage-based is hit harder when budgets are tightened but also bounche back sooner when budgets expand again"
X Link 2023-12-01T16:52Z [---] followers, [---] engagements

"Software stocks have had an incredible run this year. So far $CRWD $MELI and $NET contributed the most to my portfolio return the year with +8% +6% and +5% respectively. Hoping for a some pullback to add more to my highest conviction names🙏"
X Link 2023-12-02T10:49Z [---] followers, [---] engagements

"Investing in growth stocks isn't just all fun and games. You have to be able to stomach volatile periods. In [----] my portfolio dropped 9% in one month and 14% in . Overall my portfolio was down [--] out of [--] months"
X Link 2023-12-03T10:02Z 27.5K followers, [----] engagements

"I don't start new positions easily but last month I added $TTD to my portfolio. A thread on why I like this high quality company👇🧵"
X Link 2023-12-03T11:40Z [---] followers, [---] engagements

"✅ ✅ Consistent revenue growth ✅ Stable or rising margins ✅ Free cashflow positive ✅ Large and growing total addressable market ✅ Compounding annual stock return 10% ✅ Healthy balance sheet"
X Link 2023-12-03T11:40Z [---] followers, [--] engagements

"💡 Simply put the TradeDesk has created an platform that connects buyers and sellers of adds. The "independent" part is important because that's how it differentiates itself from Google and Facebook"
X Link 2023-12-03T11:40Z [---] followers, [--] engagements

"🥧 To me insider ownership signals confidence in the business and aligns business interests and shareholder interests. Jeff Green currently holds around 9% of the TradeDesk shares"
X Link 2023-12-03T11:40Z [---] followers, [--] engagements

"☀ Global advertising races toward a $1 trillion total addressable market. I always take these number with a grain of salt but it's clear the advertising market is huge. If $TTD can capture only a small portion they'll be in a good shape"
X Link 2023-12-03T11:40Z [---] followers, [--] engagements

"😀 I'm a firm believer that happy employees are essential for the long-term success of a business. The TradeDesk gets 4/5 stars on Glassdoor with 85% of the reviewers (454) approving Jeff Green as CEO"
X Link 2023-12-03T11:40Z [---] followers, [--] engagements

"💸 Right now $TTD trades around 50x NTM FCF. Based on a reverse DCF (12 % discount rate) this implies a 30% free cashflow growth rate for the next [--] years with an 'exit' multiple of [--]. No easy feat but doable for a quality company like $TTD"
X Link 2023-12-03T11:40Z [---] followers, [---] engagements

"There is much more to share about the TradeDesk but I've limited it to some of the most important topics that make me believe $TTD is a valuable addition to my portfolio. I'd love to hear your take on this"
X Link 2023-12-03T11:40Z [---] followers, [---] engagements

"@AITechInvesting Stunning visual Makes me appreciate companies like $CRWD even more who successfully compete against behemoths like $MSFT"
X Link 2023-12-07T13:49Z [---] followers, [--] engagements

"Today I've trimmed most positions by 10% 15% to build my cash position which currently stands at 11% From my top [--] positions I only left $ADYEY and $MELI untouched. Valuation have rocketed last month and I'd like some flexibility in case of a market correction. Top 5👇"
X Link 2023-12-07T17:01Z [---] followers, [---] engagements

"@drowsyinvestor For me: Most excited for: $CRWD $MELI and $NOW Most disappointed in: $VEEV but still solid Top of watchlist: $SNOW $ZS and $NVDA Most confused: $CFLT Still wishing I picked up more $AXON only 2% position at +75%.still hoping for a pullback someday"
X Link 2023-12-07T17:11Z [---] followers, [---] engagements

"@TravisHoium The flywheel of $MELI is one of the most powerful I've seen so far. Incredible synergies. I'm curious what companies are considered to have similar business synergies at [--] bln market cap🤔"
X Link 2023-12-07T17:16Z [---] followers, [--] engagements

"@BarrySchwartzBW Its amazing how big tech in general perfomered YTD - $NVDA +223% - $FB +161% - $TSLA +122%"
X Link 2023-12-07T17:50Z [---] followers, [---] engagements

"@twan_nl @twan_nl zeker leuk dat je wilt volgen Bij deze de link:"
X Link 2023-12-07T18:41Z [---] followers, [--] engagements

"@Quality_stocksA Yes its one of the downsides and unfortunately quite common with tech stocks. Over time both should come down though"
X Link 2023-12-07T18:43Z [---] followers, [--] engagements

"@twan_nl Haha ja het was een goeie call om $CRWD tot nr [--] positie te maken begin dit jaar heeft 9% bijgedragen aan mn rendement. En nu langzaam wat aan het trimmen👀"
X Link 2023-12-07T18:45Z [---] followers, [--] engagements

"@FedexSTi Somehow $MELI keeps impressing time after time. Their execution is stellar. I hope to hold this compounding machine for many years to come 🙏"
X Link 2023-12-09T10:22Z [---] followers, [--] engagements

"@ftr_investors Great companies Got $MELI $CRWD and $ASML as well. $SHOP $MDB & $NVIDA are all high on my watchlist. What would you regard your highest conviction of the latter [--] companies Current top 10👇"
X Link 2023-12-10T10:32Z 39.2K followers, [---] engagements

"@ftr_investors Thx And highest conviction overall For me that would be $MELI a true compounding machine so far"
X Link 2023-12-10T10:42Z [---] followers, [--] engagements

"@ftr_investors Nice pick I would go for the same top [--] would be $MELI $ASML $MSFT (own that one too)"
X Link 2023-12-10T10:44Z [---] followers, [--] engagements

"@BrianFeroldi Very true the hard part is finding the sweetspot (or right balance) between doing what you love and earning enough to pay the bills"
X Link 2023-12-12T16:45Z [---] followers, [--] engagements

"@davey_juice Im glad Ive accumulated $NOW at the right time🙏 Why not open a starter position and slowly ease into a full position"
X Link 2023-12-13T18:05Z [---] followers, [---] engagements

"@wolfofharcourt $MELI is performing like a mad man on all fronts what an incredible business🙌"
X Link 2023-12-13T18:08Z [---] followers, [--] engagements

"@MadsCapital Its only over when Jim Cramer start to pump his fists over growth stocks. Thats when you have to run"
X Link 2023-12-24T08:20Z [---] followers, [--] engagements

"@FinanceFilosoof Helemaal eens de FinTech community op X is een fantastische bron van kennis en inspiratie💡"
X Link 2023-12-24T08:40Z [---] followers, [--] engagements

"@alc2022 Great write-up very usefull What would you deem as the most important threat(s) to Nvidias current market position"
X Link 2023-12-24T13:03Z [---] followers, [---] engagements

"@simpleinvest01 Just leaving this out here cause Im curious aswell Main thing I doubt about $KVYO is how easily companies like $HUBS can move into their market. Seems the moat of $KVYO is rather limited. Curious if anyone has thoughts about that"
X Link 2023-12-27T15:17Z [---] followers, [---] engagements

"@speckydude_js In the following order: [--]. Video for quick overview [--]. Visual (preferably one-pager) with the essentials [--]. In-depth documentation to scan through (based on on-pager structure) [--]. In-depth reading of relevant documentation"
X Link 2023-12-27T15:38Z [---] followers, [--] engagements

"$NVDA returned 244% this year. But on a next-twelve-months free cash flow basis $NVDA is actually 23% CHEAPER compared to the start of the years. Never focus on the stock price focus on the fundamentals"
X Link 2023-12-28T08:40Z [---] followers, [---] engagements

"Top [--] holdings Currently my top [--] holdings make up for 8110% of my portfolio. This includes my 1095% cash position"
X Link 2023-12-30T14:12Z [---] followers, [---] engagements

"New positions I opened [--] new positions this year all in Q3 or Q4 of 2023: $ADYEY $IWDA $TTD. Current weight and performance: $ADYEY: 830% +5503% $IWDA: 1456% + 574% $TTD: 412% +261% I plan to increase my $TTD position and scale down $IWDA as interesting opportunities arise. $ADYEY is a full position right now"
X Link 2023-12-30T14:12Z [---] followers, [---] engagements

"Closed positions Ive closed multiple lower conviction positions in Q1 to bring focus into my portfolio positions I closed: $AMZN $TCEHY $UPST $BABA $ADBE $PINS $LAW Right now I don't plan on closing any of my current holdings anytime soon"
X Link 2023-12-30T14:12Z [---] followers, [---] engagements

"Lessons learned Stick to my game-plan. [----] was a rough year but Ive stuck to my process and [----] has rewarded that handsomely Drop bleeders even if it hurts: cutting my portfolio down to only my highest conviction stocks felt liberating and has driven my performance to greater heights this year Mr. market can change its mind quickly: $ADYEY went from loved to hated to loved in a few months time. This brings opportunity Dont over-trim: Ive trimmed my positions multiple times as valuations got higher. By limiting it to 10% I held my upside whilst also creating flexibility"
X Link 2023-12-30T14:12Z [---] followers, [--] engagements

"Moving forward into [----] Heading into [----] Ive increased my cash position and MSCI all world ETF position. They are my opportunity chest which I can use when I see interesting opportunities. Overall Im very pleased with my current portfolio. It's a reflection of who I am and what Im interested in. So I dont expect any major changes of my current portfolio in 2024"
X Link 2023-12-30T14:12Z [--] followers, [--] engagements

"December portfolio update 📜 December +5% Year-to-date +74% Best performers 🟢 $TEAM +26% 🟢 $AXON +14% 🟢 $ASML+9% 'Worst' performers 🟢 $DT +3% 🟢 $MSFT +1% 🔴 $MELI - 3% I did not do any new adds this month"
X Link 2023-12-31T09:05Z [---] followers, [----] engagements

"@InvestInAssets Some tech companies in my own portfolio: 🛍 $MELI in e-commerce 🏝 $ABNB in leisure 🔐 $CRWD in cybersecurity* * has weaker network effects compared to $MELI & $ABNB though"
X Link 2024-01-01T17:03Z [---] followers, [---] engagements

"My top [--] best and worst performing stocks of [----] 🔍 Best performers ☀ 🥇 Crowdstrike $CRWD +155% 🥈 Atlassian $TEAM +90% 🥉 Cloudflare $NET +90% Contributing to +26% portfolio performance 'Worst' performers 🌧 🥇 The TradeDesk $TTD +4% (new position) 🥈 MSCI all world ETF $IWDA +7% (relatively new) 🥉 Veeva $VEEV +13% Contributing to +3% portfolio performance"
X Link 2024-01-02T16:37Z [---] followers, [---] engagements

"@ftr_investors Thx Is ook voor het eerst dat zlfs de achterblijvers groen zijn. Op dit moment hoop ik vooral dat de pullback van vandaag nog even doorzet🙌"
X Link 2024-01-02T16:47Z [--] followers, [--] engagements

"@GrowthStockWiz Don't know all of them but the ones I do: very high quality $ASML $ADYAY and $NOW might be interesting aswell"
X Link 2024-01-02T17:25Z [---] followers, [--] engagements

"@xponentialdave Doesn't have to be exciting Nice that your conviction is reflected in your allocation. I hope to increase my $AXON position this year. For now it's a little too expensive for my taste"
X Link 2024-01-03T17:23Z [---] followers, [--] engagements

"@ParrotStock Heheh fair enough. Let's theoretically say they all drop -20% and you can pick 3😇"
X Link 2024-01-03T17:45Z [---] followers, [--] engagements

"@EugeneNg_VCap Thx for sharing The execution of $MELI is nothing but stellar so far. Looking forward to see where they will be in years to come. Happy to be a shareholder🙌"
X Link 2024-01-05T18:21Z [---] followers, [---] engagements

"🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like this Follow along for more of these 🔍 Key metrics: scores very well except for stock based compensation which is relatively high 💰 Financials: growing fast at scale strong gross- and free cash flow margins very healthy balance sheet 💎 Quality: high quality management & product happy workforce and reasonably strong moat ✅ Pros: leading position in the industry strong brand and highly innovative ❌ Cons: very competitive industry relatively high SBC and high valuation ⚖ Valuation: the $CRWD stock is nearing an"
X Link 2024-01-13T09:14Z [---] followers, [--] engagements

"Thx and good question I take a look at a number of factors: - Network effect - Intangible assets - Switching costs - Differentiation - Cost leadership For $CRWD the main moat in my opinion comes from network effect (to some extend) switching costs and brand value + culture (intangible asset)"
X Link 2024-01-13T09:21Z [---] followers, [---] engagements

"@simpleinvest01 Very true. It's still a top position in my portfolio but the valuation is getting stretched right now. An analysis I just made highlights both the quality of $CRWD and the price you pay for it👇 🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like this Follow along for more of these 🔍 Key metrics: scores very well except for stock based compensation which is relatively high 💰 Financials: growing fast at scale strong gross- and free cash flow https://t.co/9vfpKXn01W 🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like this Follow along"
X Link 2024-01-13T09:26Z [---] followers, [---] engagements

"@MattSageInc True @MattSageInc I think $CRWD is one of the players with a relatively big moat compared to other cybersec. players in the industry though"
X Link 2024-01-13T13:44Z [---] followers, [---] engagements

"@frenkeltel Great to hear @frenkeltel There are many more to come in the future🙏"
X Link 2024-01-13T13:46Z [---] followers, [---] engagements

"@ronjonbSaaS My experience is that conviction helps you to be patient. And indeed $CRWD is the prime example how rewarding it can be. For those curious about $CRWD Ive made a one-pager with all key information about the company: 🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like this Follow along for more of these 🔍 Key metrics: scores very well except for stock based compensation which is relatively high 💰 Financials: growing fast at scale strong gross- and free cash flow https://t.co/9vfpKXn01W 🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like"
X Link 2024-01-14T19:40Z [---] followers, [---] engagements

"January portfolio update📜 A one pager with the most important performance information of my portfolio👇 Overall performance January +6.67% Year-to-date +6.67% (obviously) MSCI All World benchmark +2.77% Best performers 🟢 $ASML +17% 🟢 $MELI +15% 🟢 $VEEV +13% Worst performers 🔴 $TTD -7% 🔴 $NET -5% 🔴 $AXON -4% I increased my cash position a little bit to 11.5% of my portfolio. Let's see what next month will bring. Cheers✨ Like these updates Follow along for more🙏"
X Link 2024-01-28T12:36Z [----] followers, [----] engagements

"I don't really do price targets as they are based on a lot of assumptions and give a false sense of "knowing the future". I'd prefer a reverse DCF. For $TTD the current valuation implies 23% FCF growth over the next [--] years 18% over the [--] years after and a terminal multiple of [--] with a discount rate of 12%. This isn't easy to achieve but I thing doable given the quality of the company. I don't consider $TTD it a no moat business. Some more about that in another post I made about $TTD 👇"
X Link 2024-01-28T20:50Z [---] followers, [--] engagements

"@zzaa4747 $AXON is a very unique and high quality company indeed. Currently a 2% positios but I hope to be able to increase it this year. Same as youvaluation is holding me back for now🤷♂"
X Link 2024-01-29T07:09Z [---] followers, [--] engagements

"@ftr_investors Also a shout-out to Ray Ozzie founding father of Microsoft Azure. Which I think has been the biggest driver of stock return for $MSFT so far. Off course this was all backed by the visionary leadership of Satya🙌"
X Link 2024-01-29T09:35Z [---] followers, [--] engagements

"@StockSavvyShay Great overview Its crazy how long $SNOW has been able to maintain 130% for many quarters in a row now🤯"
X Link 2024-01-29T14:22Z [---] followers, [---] engagements

"Fun fact: the magnificent [--] almost 6x the market cap of the LASHNAL group which blows my mind🤯 The magnificent [--] have a combined market cap of [----] trillion vs. "only" [---] trillion of the LASHNAL stocks"
X Link 2024-01-29T16:38Z [---] followers, [---] engagements

"👤ServiceNow $NOW is one of my favorite companies. A one-pager analysis with all key information after its latest earnings report👇 🔍 Key metrics: scores very well with best-in-class renewal rates. Stock based compensation is on the high side though 💰 Financials: strong free cash flow growth high fCF margin and robust balance sheet 💎 Quality: highly qualified management strong product-market fit and exceptionally high employee reviews ✅ Pros: leading position in the ITSM market high quality management and deeply entrenched products ❌ Cons: competitive industry with Atlassian $TEAM moving"
X Link 2024-01-31T17:49Z 13.2K followers, [----] engagements

"Updated portfolio performance of January 📜 Tech portfolio +646% Nasdaq $QQQ +465% Biggest contributors 📈 🟢 Crowdstrike $CRWD +12% 🟢 ASML $ASML +17% 🟢 MercadoLibre $MELI +10% Biggest laggards 📉 🔴 Cloudflare $NET -7% 🔴 TradeDesk $TTD -7% 🔴 Axon $AXON -5% Monthly add ➕ Added some to my cash position which is close to 12% right now. Plan for next month 🎯 Many of my companies report earnings upcoming month. I hope to be able to add opportunistically preferably to $TTD or $AXON"
X Link 2024-02-02T14:44Z 14.5K followers, [----] engagements

"@Brian_Stoffel_ My take: very strong quarter with a beat and raise but there was too much priced in. To me it feels $TEAM is retracting to a more sensible valuation (still pricy though even after this haircut)"
X Link 2024-02-02T15:51Z [---] followers, [----] engagements

"@Stock_Inf0 💯 Right A "priced for perfection" situation. In general SBC should come down as companies scale so let's see how this will unfold for $TEAM 👀"
X Link 2024-02-03T08:42Z [---] followers, [---] engagements

"@ABB45220831 @Stock_Inf0 My pleasure $MNDY $MSFT $GTLB and Notion have some similar tooling but $TEAM is still the industry standard. On ITSM $NOW and $TEAM are getting closer with $TEAM moving upmarket where $NOW has been dominating so far"
X Link 2024-02-03T08:45Z [---] followers, [---] engagements

"🤝Atlassian $TEAM company analysis I redesigned the one pager format really curious if you like it. Let me know👇 🔎 Key metrics Strong net expansion in Cloud Scores above the rule of [--] benchmark High stock based compensation 💰Financials Strong growth on a [---] bln revenue run rate High gross margins and solid FCF margin Healthy balance sheet 💎 Quality High quality management (co-CEO's) Excellent product reviews Very happy workforce Reasonably strong moat ✅ Pros Leader in collaborative software tooling Entrenched in the "way of working" of businesses ❌ Cons Competitive market with many"
X Link 2024-02-04T10:08Z 17.5K followers, [----] engagements

"A little shout-out to $NOW for its incredibly steady growth of free cash flow over the last [--] years. Impressive👌"
X Link 2024-02-05T18:02Z [---] followers, [---] engagements

"@MihaiDoho @StockSavvyShay Makes me curious: which 20% would you consider the best There are quite some high quality names in here"
X Link 2024-02-06T11:55Z [---] followers, [---] engagements

"With a YTD of +41% let's have a look at what currently is priced in for NVIDIA $NVDA 👀🫰 Facts ☑ Current Free cash flow is [-----] bln Current market cap is [----] bln Assumptions 🔎 Discount rate is 12% FCF growth is linear (unlikely but still) Terminal FCF multiple is [--] after [--] years What is priced in 💰 25% growth of free cash flow For the next [--] years From a [-----] bln base Conclusion 🎯 In [----] $NVDA should have a FCF of [---] billion and a market cap of [---] trillion. As a comparison: this is more than twice the current FCF of $MSFT today's most valuable company. Of course this is just a"
X Link 2024-02-07T18:02Z [----] followers, [----] engagements

"@ftr_investors @Quality_stocksA @Stock_Inf0 @MihaiDoho @StockSavvyShay @FromValue @BeleggenmetPaul @IFB_podcast @InvestInAssets @IrrationalMrkts @wolfofharcourt Great list From the ones I know $ASML is my favorite because it has one of the biggest moats in the world 🏰"
X Link 2024-02-09T15:54Z [---] followers, [---] engagements

"@ftr_investors @Quality_stocksA @Stock_Inf0 @MihaiDoho @StockSavvyShay @FromValue @BeleggenmetPaul @IFB_podcast @InvestInAssets @IrrationalMrkts @wolfofharcourt And rightfully so Truly one of a kind company. This video about EUV lithography always amazes me. A stunning piece of technology which is part of the $ASML machines👇"
X Link 2024-02-09T16:01Z [---] followers, [---] engagements

"I just trimmed about 15% of my $CRWD position which is currently up +113%. It is still my #2 position with a 9% portfolio weight right behind $ADYEY which is now my #1 position. I trimmed $CRWD because I don't feel comfortable with its current valuation. It it still one of my highest conviction stocks and a wonderful business but I find its valuation too stretched right now. I've put the proceeds into my cash position which currently is 125%. As tech valuations are creeping higher I'll slowly build my cash position to have flexibility in case of a downturn. That's it for now have a wonderful"
X Link 2024-02-09T19:21Z [---] followers, [---] engagements

"💳 Adyen $ADYEY analysis One pager with all key information👇 Like this Follow along for more of these 🔍 Key metrics: strong growth in payment processing volume high RoE and exceptionally low stock-based compensation 💰 Financials: very healthy balance sheet exceptional FCF margins and strong revenue growth 💎 Quality: visionary leadership good product reviews happy employees and strong moat through its integrated payments platform ✅ Pros: leading payment processor mission critical for many businesses ❌ Cons: competitive industry with companies like $PYPL $SQ and Stripe ⚖ Valuation: $ADYEY"
X Link 2024-02-11T18:53Z [---] followers, [----] engagements

"Mini portfolio update 📜👇 What 👀 I just trimmed my $NET position by 15% similar to what I did with $CRWD. It is now a 6% position and up +123% Why trim❓ I'm still a firm believer that $NET has everything it take to successfully continue their edge compute journey but the valuation is getting quite stretched right now. Adds ➕ I've added the proceeds to my cash position which is currently 13%. Strategy 🎯 I'm cautious with adding to my current positions as many of them are breaking all-time-highs for some time now and the risk/reward is getting less attractive. As I result I'm slowly"
X Link 2024-02-12T16:50Z [---] followers, [---] engagements

"@Brian_Stoffel_ Truly a cash generation machine. It also amazes me how steady $ABNB is able to grow its FCF from an allready huge [--] billion base in 2022"
X Link 2024-02-14T16:07Z [---] followers, [---] engagements

"📢 theTradeDesk $TTD analysis One pager with all key information after Q4 '23👇 Like this Retweet to help others see this 🔍 Key metrics: scores very well except for stock based compensation which is high at 25% of revenue 💰 Financials: strong growth numbers with high FCF margin and a healthy balance sheet 💎 Quality: high quality management and a great user reviews of its ad-tech SaaS platform with a reasonably strong moat ✅ Pros: leading position in the add-tech industry strong brand and highly innovative ❌ Cons: competitive industry and Glassdoor employee reviews decreased from [---] stars"
X Link 2024-02-17T12:56Z [---] followers, [----] engagements

"Mid-month portfolio update 📜 Portfolio +653% Nasdaq $QQQ +388% For the first time I now have [--] stocks that are "baggers": $CRWD $ADYEY $NET & $AXON 🙏 Biggest gainers 📈 🟢 $TTD +30% 🟢 $ADYEY +29% 🟢 $NET +30% Biggest losers 📉 🔴 $TEAM -17% 🔴 $DT -11% 🔴 $NOW -1% Actions🎯 I did a little trimming of $NET and $CRWD and put the proceeds it into my cash position. I remain a little cautious as valuation keep rising and the market is in "greed mode" Adds ➕ So far none but I might add a little to $TEAM as its valuation is coming down to more reasonably levels. Let's see what the second part of"
X Link 2024-02-18T18:02Z [---] followers, [---] engagements

"$TTD is selling off quite heavilly today. My take is that the valuation ran ahead of itself and there is just some blowing off steam right now. Might consider adding again when the risk/rewards becomes more favorable going forward. Fundamentally its a great business👇 📢 theTradeDesk $TTD analysis One pager with all key information after Q4 '23👇 Like this Retweet to help others see this 🔍 Key metrics: scores very well except for stock based compensation which is high at 25% of revenue 💰 Financials: strong growth numbers with high FCF https://t.co/X0D1YqFMcL 📢 theTradeDesk $TTD analysis"
X Link 2024-02-20T19:44Z [---] followers, [---] engagements

"@ftr_investors In terms of execution power I would pick $MELI as my champion. Still a long way to go market cap-wise but a very high potential business"
X Link 2024-02-20T20:09Z [---] followers, [---] engagements

"@jaminball is my go-to source for great SaaS insights. The dispersion in multiple expansion latetly is remarkable with $CFLT and $PLTR leading the pack Multiple expansion (NTM Revenue multiples) for cloud software companies from the start of the year to today. Median company has seen no multiple expansion but the dispersion is wide https://t.co/5X1ZMDevVB Multiple expansion (NTM Revenue multiples) for cloud software companies from the start of the year to today. Median company has seen no multiple expansion but the dispersion is wide https://t.co/5X1ZMDevVB"
X Link 2024-02-23T14:48Z [---] followers, [---] engagements

"End of the week portfolio update 📜 Portfolio -195% Nasdaq $QQQ +044% Biggest gainers 📈 🟢 $MSFT +197% 🟢 $IWDA +075% 🟢 $NOW +119% Biggest losers 📉 🔴 $MELI -831% 🔴 $TTD -800% 🔴 $CRWD -500% A welcome little stock pullback at some of my favorite names. $MELI is on top of my buy-list for now. The after earnings sell-off brings opportunity as the company's thesis is still very much on track. A one pager about $MELI is coming later today✨ Cheers🙏"
X Link 2024-02-25T10:39Z 21.3K followers, [----] engagements

"👜 MercadoLibre $MELI analysis One pager with all key information after its latest Q4 [----] earnings👇 Main takeaways 🔎 $MELI is a high quality business with a strong moat and interconnected business parts creating a strong flywheel effect Take rates have dropped slightly from previous quarter which is something to keep an eye on Based on its current free cash flow $MELI is undervalued with a fair value of $3545 As of today I have a 7% position in $MELI and might add to it in the near future. Cheers🙏"
X Link 2024-02-25T18:19Z 18K followers, 12K engagements

"@DaneilSmit51324 @Alphanso_AI A mixed week indeed but nothing to worry about. I can see where the $NOW rating is coming from its a great company Currently a 7% position"
X Link 2024-02-26T05:36Z [---] followers, [--] engagements

"@zzaa4747 Great portfolio Which positions would you consider your highest convictions right now"
X Link 2024-02-26T05:45Z [---] followers, [--] engagements

"@zzaa4747 Nice Im curious what is driving your conviction about $TSLA what are your considerations"
X Link 2024-02-26T16:15Z [---] followers, [--] engagements

"@ftr_investors @FromValue @MihaiDoho @PaulWeeteling @Stock_Inf0 @StefanThelenius @Quality_stocksA @simpleinvest01 @wolfofharcourt @KarlsenHenrik @atmosinvest Wonderful list I only own $ADYEY because of reasons👇🤭 💳 Adyen $ADYEY analysis One pager with all key information👇 Like this Follow along for more of these 🔍 Key metrics: strong growth in payment processing volume high RoE and exceptionally low stock-based compensation 💰 Financials: very healthy balance sheet exceptional https://t.co/cku6Bm1A4r 💳 Adyen $ADYEY analysis One pager with all key information👇 Like this Follow along for"
X Link 2024-02-26T16:57Z [---] followers, [----] engagements

"@ftr_investors @FromValue @MihaiDoho @PaulWeeteling @Stock_Inf0 @StefanThelenius @Quality_stocksA @simpleinvest01 @wolfofharcourt @KarlsenHenrik @atmosinvest Awsome Do you own any other companys from this list"
X Link 2024-02-26T16:59Z [---] followers, [---] engagements

"@StockMarketNerd $CRWD is a wonderfull business indeed For those unfamiliar with it I made a one-pager with key info some time ago👇 🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like this Follow along for more of these 🔍 Key metrics: scores very well except for stock based compensation which is relatively high 💰 Financials: growing fast at scale strong gross- and free cash flow https://t.co/9vfpKXn01W 🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like this Follow along for more of these 🔍 Key metrics: scores very well except for stock based"
X Link 2024-03-05T14:59Z [---] followers, [----] engagements

"February Portfolio Performance 📜 Portfolio +557% Nasdaq $QQQ +434% Biggest gainers 📈 🟢 $TTD theTradedesk +25% 🟢 $ADYEY Adyen +25% 🟢 $NET Cloudflare +24% Biggest losers 📉 🔴 $TEAM Atlassian -17% 🔴 $DT Dynatrace -13% 🔴 $MELI MercadoLibre -7% Top [--] positions 🏆 $IWDA + Cash 26% $ADYEY 9% $CRWD 8% $ASML 7% $MELI 7% Earnings recap 🔎 The companies in my portfolio reported strong earnings across the board. Nothing thesis breaking and all of them reconfirmed my conviction. As a result I did.nothing Happy to be where I'm at right now. Monthly add ➕ No adds this month but $TEAM and $MELI are"
X Link 2024-03-05T16:29Z 49.4K followers, [----] engagements

"@InvestmentBook1 @Quartr_App Great overview. For those interested in $ASML as one of the key players in the industry👇 📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇 Main takeaways 📢 $ASML is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry The business is prone to https://t.co/53Zy3fSdHP 📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇 Main takeaways 📢 $ASML is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in"
X Link 2024-03-17T10:34Z [----] followers, [----] engagements

"@SteynTrades Thank you @SteynTrades🙏 Regarding geography: that refers to their source of revenue per geographic area Regarding FCF: its relatively low due to stock repurchases and dividend payout. Its a lever they can tweak if needed to boost FCF. So nothing really concerning"
X Link 2024-03-17T12:26Z [----] followers, [---] engagements

"@ftr_investors For those interested in some more details about $ASML 👇 📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇 Main takeaways 📢 $ASML is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry The business is prone to https://t.co/53Zy3fSdHP 📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇 Main takeaways 📢 $ASML is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry The business"
X Link 2024-03-19T11:07Z 27.6K followers, [----] engagements

"@StockSavvyShay For those interested in some more details about 🦄 $CRWD 👇 🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like this Follow along for more of these 🔍 Key metrics: scores very well except for stock based compensation which is relatively high 💰 Financials: growing fast at scale strong gross- and free cash flow https://t.co/9vfpKXn01W 🔐 Crowdstrike $CRWD analysis One pager with all key information👇 Like this Follow along for more of these 🔍 Key metrics: scores very well except for stock based compensation which is relatively high 💰 Financials: growing"
X Link 2024-03-19T12:50Z [----] followers, [----] engagements

"@ftr_investors I figured $NVDA deserved a one pager too. Hope you dont mind me dropping it here🤭 🖥 NVIDIA $NVDA analysis🔎 A one pager with all key information of a company that is performing on a whole new level👇 Main takeaways 📢 leader in the field of (cloud) computing and graphics with a very strong moat Well positioned to benefit from the AI mega trend with https://t.co/LruoDuOoZA 🖥 NVIDIA $NVDA analysis🔎 A one pager with all key information of a company that is performing on a whole new level👇 Main takeaways 📢 leader in the field of (cloud) computing and graphics with a very"
X Link 2024-03-19T20:43Z [----] followers, [----] engagements

"@ftr_investors @7LukeHallard @Quality_stocksA @TickerSymbolYOU @StockSavvyShay @IFB_podcast @Stock_Inf0 @simpleinvest01 @MihaiDoho @Stock_Opine Currently own $ASML $AXON $MEli and $NOW from this list with $ASML being my favorite✨ 📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇 Main takeaways 📢 $ASML is a one-of-a-kind business with an incredibly strong moat. It plays a crucial role in the modern semiconductor industry The business is prone to https://t.co/53Zy3fSdHP 📀 ASML $ASML analysis 🔎 A one pager with all key information of this unique company👇"
X Link 2024-03-21T14:22Z [----] followers, [----] engagements

"@Beth_Kindig For those interested in some more details about $NVDA One pager about $TSLA is coming soon🙏 🖥 NVIDIA $NVDA analysis🔎 A one pager with all key information of a company that is performing on a whole new level👇 Main takeaways 📢 leader in the field of (cloud) computing and graphics with a very strong moat Well positioned to benefit from the AI mega trend with https://t.co/LruoDuOoZA 🖥 NVIDIA $NVDA analysis🔎 A one pager with all key information of a company that is performing on a whole new level👇 Main takeaways 📢 leader in the field of (cloud) computing and graphics with a"
X Link 2024-03-23T16:16Z [----] followers, [----] engagements

"@amitisinvesting For those interested in some more details about her #3 position $MSFT 👇 ☁ Microsoft $MSFT analysis🔎 A one pager with all key information of the worlds most valuable company👇 Main takeaways 📢 $MSFT is deeply entrenched in many modern businesses. Either through their cloud offering Azure or their Microsoft [---] subscriptions Well positioned https://t.co/bH0zuXu6Xv ☁ Microsoft $MSFT analysis🔎 A one pager with all key information of the worlds most valuable company👇 Main takeaways 📢 $MSFT is deeply entrenched in many modern businesses. Either through their cloud offering"
X Link 2024-03-24T07:50Z [----] followers, [---] engagements

"@value_captain Agreed $MSFT has a high pricetag but to an extend with good reason based on their execution so far"
X Link 2024-03-24T13:19Z [----] followers, [--] engagements

"🚗Tesla $TSLA analysis🔎 A one pager with all key information of this unique company that disrupted the automotive industry👇 Main takeaways📢 $TSLA has created a strong flywheel combining the EV transition autonomous driving and transition to renewable energy Main risk is the highly competitive automotive space which is Tesla's core business. Many strong competitors are fighting for a piece of the pie $TSLA margins are relatively high for an automotive company but low for a tech company. Assuming expanding margins $TSLA is reasonably valued. Its full-self-driving capabilities can potentially"
X Link 2024-03-31T12:53Z [----] followers, 65.1K engagements

"@Jcbremner For those looking for some more insights into $TSLA 👇 🚗Tesla $TSLA analysis🔎 A one pager with all key information of this unique company that disrupted the automotive industry👇 Main takeaways📢 $TSLA has created a strong flywheel combining the EV transition autonomous driving and transition to renewable energy Main https://t.co/CgWlC2jxw6 🚗Tesla $TSLA analysis🔎 A one pager with all key information of this unique company that disrupted the automotive industry👇 Main takeaways📢 $TSLA has created a strong flywheel combining the EV transition autonomous driving and transition to"
X Link 2024-03-31T12:57Z [----] followers, [---] engagements

"@HolySmokas No idea where the stock will be but just to zoom out from the stock heres a one pager I just made looking at $TSLA fundamentals👇 🚗Tesla $TSLA analysis🔎 A one pager with all key information of this unique company that disrupted the automotive industry👇 Main takeaways📢 $TSLA has created a strong flywheel combining the EV transition autonomous driving and transition to renewable energy Main https://t.co/CgWlC2jxw6 🚗Tesla $TSLA analysis🔎 A one pager with all key information of this unique company that disrupted the automotive industry👇 Main takeaways📢 $TSLA has created a"
X Link 2024-03-31T13:02Z [----] followers, [---] engagements

"🔐Crowdstrike $CRWD analysis🔎 A one pager with all key information of this high quality cybersecurity company👇 Main takeaways📢 $CRWD has a product suite that is mission critical for many companies. $CRWD keeps expanding their offerings to increasingly become a single cyber security platform Despite the cybersecurity sector being a very competitive space $CRWD has positioned itself as leader in endpoint security The stock based compensation of $CRWD is 20% of revenue which is generous and something to keep an eye on as it dilutes shareholders $CRWD has much expectation priced in and as the"
X Link 2024-04-05T15:20Z [----] followers, 24K engagements

"We have a clear winner $PLTR Palantir will be the next one pager analysis👌🔎 For which company would you like to have a one pager analysis Comment if not one of these four👇 For which company would you like to have a one pager analysis Comment if not one of these four👇"
X Link 2024-04-07T20:30Z [----] followers, [----] engagements

"@simpleinvest01 I would if they hadnt lost their lead to Netskope and $PANW in the Security Service Edge category 🚩"
X Link 2024-04-08T13:13Z [----] followers, [---] engagements

"🤖Palantir $PLTR analysis🔎 A one pager with all key information of a company that is increasingly becoming an A.I. platform for other businesses👇 Main takeaways📢 $PLTR is well positioned to benefit from the A.I. megatrend with its A.I. Platform (AIP) gaining a lot of traction within various sectors. This can be a big driver of future growth Although the moat of $PLTR is widening as their product offerings expand and they get more entrenched with their customers they still have a relatively weak moat Expectations are high for $PLTR most likely due to the potential of their AIP offering."
X Link 2024-04-12T14:15Z 10.5K followers, 91.3K engagements

"@alc2022 I believe the market opportunity is large enough that they can co-exist without disruping one another. Just made a one pager with some highlights about $PLTR 👇 🤖Palantir $PLTR analysis🔎 A one pager with all key information of a company that is increasingly becoming an A.I. platform for other businesses👇 Main takeaways📢 $PLTR is well positioned to benefit from the A.I. megatrend with its A.I. Platform (AIP) gaining a lot of https://t.co/vrh39TCo8c 🤖Palantir $PLTR analysis🔎 A one pager with all key information of a company that is increasingly becoming an A.I. platform for other"
X Link 2024-04-12T14:29Z [----] followers, [----] engagements

"@arny_trezzi Oh wellAs there is a big drop incoming here are some key stats about $PLTR 👇 🤖Palantir $PLTR analysis🔎 A one pager with all key information of a company that is increasingly becoming an A.I. platform for other businesses👇 Main takeaways📢 $PLTR is well positioned to benefit from the A.I. megatrend with its A.I. Platform (AIP) gaining a lot of https://t.co/vrh39TCo8c 🤖Palantir $PLTR analysis🔎 A one pager with all key information of a company that is increasingly becoming an A.I. platform for other businesses👇 Main takeaways📢 $PLTR is well positioned to benefit from the"
X Link 2024-04-12T14:53Z [----] followers, [---] engagements

"Great question my though process: I score the moat based on [--] moat types. - Network effect - Intangible assets - Switching costs - Differentiation - Cost leadership For $PLTR I see switching costs as their main moat and intangible assest and differentiation to some extend. I say relatively weak if you compare it to high moat businesses such as $NVDA $MSFT or $ASML. $PLTR moat is widening over time so on track to become a high moat business though. But please do correct me if Im wrong or missing something here"
X Link 2024-04-13T06:11Z [----] followers, [----] engagements

"@GADawgs1983 It is certainly not my intention to make this a clickbait. Here is my reasoning regarding $PLTR moat. Please correct me if Im missing something. @AncientSeeking @PalantirTech Great question my though process: I score the moat based on [--] moat types. - Network effect - Intangible assets - Switching costs - Differentiation - Cost leadership For $PLTR I see switching costs as their main moat and intangible assest and differentiation to some extend. @AncientSeeking @PalantirTech Great question my though process: I score the moat based on [--] moat types. - Network effect - Intangible"
X Link 2024-04-13T06:26Z [----] followers, [---] engagements

"@rod__stevenson Does it Some context: $PLTR is on my watchlist for a while but right now I dont really like the risk/reward"
X Link 2024-04-13T09:01Z [----] followers, [---] engagements

"@BaronGold444 @Stoler67 Here are some more details about my thoughs regarding $PLTR moat👇 @AncientSeeking @PalantirTech Great question my though process: I score the moat based on [--] moat types. - Network effect - Intangible assets - Switching costs - Differentiation - Cost leadership For $PLTR I see switching costs as their main moat and intangible assest and differentiation to some extend. @AncientSeeking @PalantirTech Great question my though process: I score the moat based on [--] moat types. - Network effect - Intangible assets - Switching costs - Differentiation - Cost leadership For $PLTR"
X Link 2024-04-13T09:06Z [----] followers, [---] engagements

"@seemurfee Thanks and sure I might have missed something. I would gladly be corrected about it. Care to share some of your insights about $PLTR moat"
X Link 2024-04-16T17:50Z [----] followers, [--] engagements

"@US_stocks1084 The risk/reward is getting quite attractive in my opinion. I might add to $TEAM this month👌"
X Link 2024-04-16T19:24Z [----] followers, [--] engagements

"📀ASML $ASML update after Q1'24🔎 An updated one pager with all key information after the latest earnings of $ASML 👇 Main earnings takeaways 📢 Revenue of [----] billion came in below expectation of [----] billion estimate Quarterly net bookings of [----] billion came in below expectation of [---] billion estimate Significantly lower spend in Foundry/Logic where the main driver of the miss To put thing into perspective $ASML still has a [--] bln backlog of system sales As of today I have a 7% position in $ASML Cheers🙏"
X Link 2024-04-18T14:47Z 19.9K followers, 26.3K engagements

"Which company earnings would you like to have covered in a one pager analysis🔎✨ Current list📜 $ASML $NVDA $TSLA $PLTR $MSFT Comment additional options and I might add them on my list 🙏"
X Link 2024-04-20T10:18Z [----] followers, [----] engagements

"@EconoyFinanz Good question @EconoyFinanz. It is mainly because I believe $MSFT has a better proposition in both cloud and A.I. which are major (future) growth drivers. So I have a position in $MSFT instead of $GOOGL"
X Link 2024-04-22T19:54Z [----] followers, [--] engagements

"Tesla $TSLA update after Q1'24🔎 Updated one pager with all key information after the latest earnings of $TSLA 👇 Main earnings takeaways 📢 Revenue is down -9% YoY to $21.30 billion vs $22.34 billion estimate Free cash flow is negative ($2.53) billion vs $653.6 million estimate. Driven by an inventory increase of [---] billion and AI infrastructure CapEx of [--] billion $TSLA continues to focus on Full-Self Driving (FSD) capabilities and Robotaxi's Despite a tough quarter $TSLA stock closed +12% after earnings. Most likely due to the sooner then expected affordable car line-up. $TSLA stated it is"
X Link 2024-04-25T13:56Z [----] followers, 10.5K engagements

"Microsoft $MSFT Q1'24 update🔎 Updated one pager with all key information after the latest earnings of $MSFT 👇 Main takeaways 📢 $MSFT had a very strong quarter with accelerating revenue growth mainly driven by higher then expected cloud revenue of 31% A.I. contributed 7% of cloud revenue which translates to a staggering [--] billion run rate Free cash flow increased +23% to [--] billion. Right now $MSFT is fairly valued As of today I have a 5% position in $MSFT Cheers🙏"
X Link 2024-04-27T18:35Z 14.6K followers, 25.7K engagements

"April portfolio update 📜 Tech portfolio -646% Nasdaq $QQQ -231% Biggest contributors 📈 None all positions closed in the red at the end of April Biggest laggards 📉 🔴 Adyen $ADYEY -29% 🔴 Atlassian $TEAM -13% 🔴 Crowdstrike $CRWD -10% Portfolio underperformance was mainly due to a significant drawback in some of my top holdings. Nothing thesis breaking whatsoever so a nice opportunity to add Monthly adds ➕ As valuations came down during the month I've opportunistically added to multiple positions ➕ MercadoLibre $MELI increased position from 6% to 9% ➕ ServiceNow $NOW increased position from"
X Link 2024-05-01T20:38Z 19.9K followers, [----] engagements

"MercadoLibre $MELI analysis and Q1'24 review🔎 A one pager with all key information of a rock solid compounding machine👇 Main takeaways📢 $MELI is a high quality business with a strong moat and interconnected business parts creating a strong flywheel effect Despite economic instability in Argentina $MELI delivered outstanding Q1 results. Growing revenue 46% to [---] billion. Good to note though: $MELI changed its revenue reporting. On a comparable basis revenue grew 30% Gross Merchandise Volume was strong and totaled $11.4 billion growing +20%. Total payment volume was $40.7 billion up +35%"
X Link 2024-05-04T09:35Z 27.8K followers, 12.9K engagements

"@ftr_investors For sure $MELI continues to deliver a very impressive performance"
X Link 2024-05-04T10:38Z [----] followers, [---] engagements

"Palantir $PLTR update after Q1'24 earnings🔎 Updated one pager with the most important information after Q1'24 earnings of $PLTR 👇 Main takeaways📢 First of all why is the stock down 15% after a very solid quarter with 21% revenue growth beating estimates and re-accelerating customer growth (+43%) Most probable reason was the already high valuation expecting a bigger beat and raise for the full year. There was a lot priced in going into earnings Overall $PLTR is performing very well highlighted by strong growth in commercial customers (+62%) and a slight raise in full year guidance Free cash"
X Link 2024-05-07T18:12Z 14.6K followers, 12.1K engagements

"$TTD earnings overview Curious to know if you like this format 🙏👇"
X Link 2024-05-08T20:26Z 21.3K followers, [----] engagements

"Voting time For which business would you like to have a one pager analysis🔎"
X Link 2024-05-17T12:52Z [----] followers, [----] engagements

"@StockSavvyShay Some really high quality names in there For those curious about #2 $CRWD 👇 🔐Crowdstrike $CRWD analysis🔎 A one pager with all key information of this high quality cybersecurity company👇 Main takeaways📢 $CRWD has a product suite that is mission critical for many companies. $CRWD keeps expanding their offerings to increasingly become a single https://t.co/QDs8UBSatW 🔐Crowdstrike $CRWD analysis🔎 A one pager with all key information of this high quality cybersecurity company👇 Main takeaways📢 $CRWD has a product suite that is mission critical for many companies. $CRWD keeps"
X Link 2024-05-17T12:58Z [----] followers, [---] engagements

"Pretty close call but next one pager analysis will be $AMZN $ABNB will be next🔎👌 Voting time For which business would you like to have a one pager analysis🔎 Voting time For which business would you like to have a one pager analysis🔎"
X Link 2024-05-18T15:03Z [----] followers, [----] engagements

"@agnascor I case you might have missed it $GOOGL analysis👇 Alphabet $GOOGL analysis🔎 A one pager with all key information of one of the world's most known companies👇 Main takeaways 📢 $GOOGL has massive presence in the daily live of billions of people. Monetizing a user base of such a magnitude has been a big driver of the success https://t.co/zQX5IfdRke Alphabet $GOOGL analysis🔎 A one pager with all key information of one of the world's most known companies👇 Main takeaways 📢 $GOOGL has massive presence in the daily live of billions of people. Monetizing a user base of such a magnitude"
X Link 2024-05-18T15:34Z [----] followers, [--] engagements

"Amazon $AMZN analysis🔎 A one pager with all key information of this e-commerce and cloud infrastructure giant👇 📢 Main takeaways 🔹 $AMZN is a well run company with a very strong moat. Particularly due to its fulfillment network as well as Amazon Web Services which is critical IT infrastructure ingrained into many modern businesses 🔹It is good to know that the majority of $AMZN revenue still comes from e-commerce. Making it prone to economic downturns which will directly impact revenue 🔹 $AMZN is a major e-commerce leader but is facing strong competition particularly in cloud"
X Link 2024-05-27T20:20Z 27.9K followers, 33.7K engagements

"5000 followers milestone🎉🙏 Only [--] months ago I was celebrating [---] followers. It blows my mind to cross 5K today. Thank you so much everyone for following along and the wonderful personal messages you've been sending. Those can really make my day. Cheers to the future🥂"
X Link 2024-05-28T06:06Z [----] followers, [----] engagements

"@ftr_investors @ben_ramakers @danielnewmanUV @PaulWeeteling @NicoInberg @Stock_Inf0 @StockSavvyShay @thijsvanderspil @TickerSymbolYOU @simpleinvest01 @BeuvingJordy Been almost a year since I opened a new position but $DUOL is the latest addition to my portfolio👇 🦉Duolingo $DUOL analysis🔎 A one pager with all key information about a company that takes learning to the next level👇 Main takeaways📢 🔹Quality at a fair price👌 $DUOL has some of the best metrics out there with a mind blowing [--] rule of [--] score high growth rates high https://t.co/6FJeq5RGEm 🦉Duolingo $DUOL analysis🔎 A one"
X Link 2024-05-30T12:45Z [----] followers, [---] engagements

"Portfolio update May📜 🔹Tech portfolio -05% 🔹Nasdaq $QQQ +724% My portfolio took a bit hit due to the SaaS sell-off sparked by $CRM earnings. Partly driven by Gen AI not yet showing as much uptick in earnings as expected (yet). The question is not if but when Gen AI will show up in earnings. Many businesses are shifting gears to incorporate Gen AI use cases but those things take time. I took advantage of the multiple compression to add to some great companies and open a new position🥳 Monthly adds ➕ 🔹 ServiceNow $NOW at $660 🔹 Atlassian $TEAM at $161 New position✨ Its been some time since"
X Link 2024-06-01T10:47Z 20.8K followers, [----] engagements

"The stock market hype cycle where are we right now👀"
X Link 2024-06-03T15:26Z [----] followers, [----] engagements

"@JomaSilva88 Interesting chart Economy wise I would say the EU-zone (my personal point of reference) is balancing on the edge of contraction. So yeah seems about right in my opinion👌"
X Link 2024-06-03T15:49Z [----] followers, [--] engagements

"@arny_trezzi @bchesky Great analysis about a wonderful business keep them coming $ABNB is a true FCF generating monster👏 Its currently a 5% position for me and agree it's undervalued right now. Might add sometime soon👯♀"
X Link 2024-06-03T15:56Z [----] followers, [---] engagements

"@NyHo237800 @arny_trezzi @bchesky My take is that $ABNB is optimized for FCF generation and not really focussed on profit optimization. It is investing its FCF back into the business therefore lowering bottom line profit"
X Link 2024-06-04T13:16Z [----] followers, [--] engagements

"@drowsyinvestor Would you argue it is fairly valued right now Im not so sure based on its NTM FCF multiple which is still way above elite SaaS businesses such as $CRWD 👇"
X Link 2024-06-05T14:15Z [----] followers, [---] engagements

"Updated $CRWD one pager after another great quarter💎👌 Main takeaways📢 🔹$921m rev (+33% YoY) (2% beat) 🔹$960m next Q guidance (1% raise) 🔹Raised full year guide 1% 🔹76% Gross margin 🔹 35% free cash flow margin 🔹 Rule of [--] (up from [--] previous quarter) As of today I have a 7% position in $CRWD at a $154 cost basis Cheers 🙏"
X Link 2024-06-05T16:48Z [----] followers, [--] engagements

"@JustUrAvgStonk @drowsyinvestor Fair point $AXON is sitting around 10% FCF margin while $CRWD has 33%. So $AXON has quite some room to expand. What would you see as the right metric to value and compare it to other SaaS businesses"
X Link 2024-06-05T16:51Z [----] followers, [--] engagements

"@StockSavvyShay 💯 Increased my $TEAM position by 100% the past months. It's currently trading at its lowest FCF multiple to date pretty nice risk/reward. $SNOW is high quality for sure but having stock based comp that is 41% of revenue is terrible.what is your view on that"
X Link 2024-06-06T16:43Z [----] followers, [---] engagements

"@StockSavvyShay Its good to note though that some of these are optimized for FCF generation such as $MSFT and $CRWD and some arnt such as $NET. Making them hard to compare on a FCF basis🧐"
X Link 2024-06-11T14:52Z [----] followers, [----] engagements

"Apple $APPL analysis🍏🔎 Apple's WWDC24 event has received mixed reactions ranging from "best event after the iPhone introduction" to "ban iPhones". Whether you're a fan or not let's take a closer look at the fundamentals of $APPL 👇 Main takeaways📢 🔹Apple is a mature business with revenue declining since FY'23. Question is whether $APPL will be able to get into growth mode again WWDC24 was packed with new features and interesting announcements with Apple Intelligence as a major topic. Will WWDC24 be a growth catalyst though Or will Apple continue its current path as a declining business 🔹"
X Link 2024-06-11T20:14Z 46.2K followers, 16.8K engagements

"#2 Microsoft $MSFT: From Word to the cloud $MSFT is everywhere. Is it the ultimate all-rounder"
X Link 2024-06-14T19:02Z [----] followers, [----] engagements

"#3 ASML $ASML: Leader in semiconductor equipment. Is $ASML the backbone of modern tech"
X Link 2024-06-14T19:03Z [----] followers, 12.4K engagements

"#4 Apple $AAPL: Leading in iPhones and wearables. Can $AAPL sustain its innovation streak"
X Link 2024-06-14T19:03Z [----] followers, [----] engagements

"#5 Amazon $AMZN: An online store and cloud powerhouse. Is there anything $AMZN cant do"
X Link 2024-06-14T19:03Z [----] followers, [----] engagements

"#6 Alphabet $GOOGL: From search engine to AI leader Googles omnipresent. Is $GOOGL the backbone of the internet"
X Link 2024-06-14T19:03Z [----] followers, [----] engagements

"#7 MercadoLibre $MELI: Top e-commerce in Latin America. Is $MELI ready for global dominance"
X Link 2024-06-14T19:03Z [----] followers, [----] engagements

"#8 Tesla $TSLA: Pioneering electric vehicles. Is $TSLA charged for the long haul"
X Link 2024-06-14T19:03Z 15.5K followers, [----] engagements

"#9 CrowdStrike $CRWD: Defending cybersecurity. Is $CRWD the digital guardian we need"
X Link 2024-06-14T19:03Z 15.5K followers, [----] engagements

"#10 Palantir $PLTR: Data analytics and AI expert with a secretive edge. Is $PLTR the AI platform of the future"
X Link 2024-06-14T19:03Z 10.6K followers, 10.9K engagements

"Thats a wrap Which business is your highest conviction and top pick🧐 Tagging some of my favorite high quality FinTwit accounts (from which I still learn a ton)🤟👇 @StockSavvyShay @Brian_Stoffel_ @BrianFeroldi @StockMarketNerd @ftr_investors @FromValue @jaminball @QCompounding @Invesquotes @EricFlaningam @simpleinvest01 @VisualCap @arny_trezzi @convequity @TechFundies @LisaOnCloouud9 @ValueStockGeek @borrowed_ideas Curious about your thoughts Cheers 🙏"
X Link 2024-06-14T19:03Z [----] followers, [----] engagements

"@simpleinvest01 @StockSavvyShay @Brian_Stoffel_ @BrianFeroldi @StockMarketNerd @ftr_investors @jaminball Thank you aswell for your insightfull content🙏"
X Link 2024-06-15T06:53Z [----] followers, [---] engagements

"@jshea1223 @StockSavvyShay @Brian_Stoffel_ @BrianFeroldi @StockMarketNerd @ftr_investors @jaminball My pleasure"
X Link 2024-06-15T06:53Z [----] followers, [--] engagements

"@NiqolusTrades @StockSavvyShay @Brian_Stoffel_ @BrianFeroldi @StockMarketNerd @ftr_investors @jaminball Its an interesting one te delve into. Especially with its latest stock drop. Gonna put it on my list👌"
X Link 2024-06-15T06:54Z [----] followers, [--] engagements

"@xiangwei36 Assuming it can expand its current free cash flow margin yes👌"
X Link 2024-06-15T07:30Z [----] followers, [---] engagements

"@ftr_investors @StockSavvyShay @Brian_Stoffel_ @BrianFeroldi @StockMarketNerd @jaminball Thx And nice score which one would you consider your highest conviction of these 6"
X Link 2024-06-15T10:16Z [----] followers, [---] engagements

"@sridharpratik Sure Ill put it on my list First in line are $ABNB $NOW and $CELH though👌"
X Link 2024-06-15T10:41Z [----] followers, [---] engagements

"@stockninjaz It sure fits the list Side by side with $ASML. I dont have a one pager of $TSM (yet) though☺"
X Link 2024-06-15T10:42Z [----] followers, [----] engagements

"@cricketfanHD @StockSavvyShay @Brian_Stoffel_ @BrianFeroldi @StockMarketNerd @ftr_investors @jaminball Havnt considered $UBER yet Would you be interested"
X Link 2024-06-15T15:28Z [----] followers, [---] engagements

"Difficult one Id go: 1: $MSFT as it is the company with the biggest moat of them all. Entrenched in prety much every modern business 2: $MELI because it has the most optionallity and future growth ahead of it 3: $NVDA as a stellar performer and sector leader with a very strong moat 4: $TSLA as leader in EV and the potantial of FSD and AI"
X Link 2024-06-15T18:37Z [----] followers, [----] engagements

"@DividendDynasty My thoughts exactly. Right now major AI players are investing heavilly into $NVDA chips. Those are long-term investments which arnt done continuously. I think its the type of demand that will slow down at some point. It feels like the market ist really factoring that in"
X Link 2024-06-16T08:02Z [----] followers, [---] engagements

"@ftr_investors @StockSavvyShay @thexcapitalist @thijsvanderspil @Stock_Inf0 @Stock_Opine @Couch_Investor @XEdJones $ADYEY for its future potential high quality payment platform and excellent management💎 $V for its incredibly strong moat and exceptional track record🏰"
X Link 2024-06-16T10:48Z [----] followers, [---] engagements

"@DeCooleKikker1 @ftr_investors @BeuvingJordy @Brian_Stoffel_ @danielnewmanUV @joecarlsonshow @TickerSymbolYOU @StockSavvyShay @Stock_Inf0 @simpleinvest01 @thexcapitalist Id say $TSLA is the technological leader yes. Sitting on a massive amount of data they can leverage for FSD. Its true competitors are cathing up but $TSLA is still benefitting from its first mover advantage and high brand value"
X Link 2024-06-16T10:53Z [----] followers, [---] engagements

"Mid-Month Portfolio Update - June 2024🌟 Time for a mid-month update on my stock portfolio. Lets dive in👇 Top performers 🚀 🔹 CrowdStrike $CRWD +22% 🔹 Cloudflare $NET +12% 🔹 ServiceNow $NOW +11% Underperformers 🛑 🔹 MercadoLibre $MELI (-)8% New additions 🔄 🔹 No new additions (yet): staying the course and monitoring my current positions closely Watching closely 👀 🔹 Palantir $PLTR: Considering a new position based on its data-driven and AI future prospects 🔹 Nvidia $NVDA: Eyeing a more favorable entry point amid AI demand 🔹 Possible closures: Considering closing $DT and $VEEV"
X Link 2024-06-17T15:27Z 22K followers, [----] engagements

"@Sergey_Opl You've got some great names in there👌 What would you consider your highest conviction position right now"
X Link 2024-06-17T16:21Z [----] followers, [--] engagements

"@PiriBudai Yeah $MELI isnt joining the party (yet)🥲 Im actually hoping for it to drop a little further so I can add again👀"
X Link 2024-06-18T05:03Z [----] followers, [--] engagements

"@ftr_investors @kelvinmu87 Truly mindblowing to be honest🤯 Including $NVDA YTD is +21% Excluding $NVDA YTD is +126% I wonder if there has ever been a time where one company was so dominant in the perormance of $QQQ"
X Link 2024-06-18T14:42Z [----] followers, [---] engagements

"Which one-pager analysis are you most excited to dive into 👇 Im working on [--] new one-pager analyses and the next one drops on Friday. You decide which one it will be 🙏 Airbnb $ABNB 🏡 Most underappreciated high moat company ServiceNow $NOW 💻 Enterprise software leader poised to benefit massively from AI Celcius $CELH 🥤 A buying opportunity amid the current stock drop Axon $AXON ⚡ Is this visionary leader in law enforcement worth the price tag Airbnb ServiceNow Axon Celcius Airbnb ServiceNow Axon Celcius"
X Link 2024-06-18T16:19Z 10.3K followers, [----] engagements

"@ftr_investors @BeuvingJordy @NicoInberg @StockSavvyShay @InvestInAssets @Stock_Inf0 @simpleinvest01 @Stock_Opine @IFB_podcast @PaulWeeteling Id go for $ASML as it has one of the biggest moats there is👇 #3 ASML $ASML: Leader in semiconductor equipment. Is $ASML the backbone of modern tech https://t.co/lszTFMng1a #3 ASML $ASML: Leader in semiconductor equipment. Is $ASML the backbone of modern tech https://t.co/lszTFMng1a"
X Link 2024-06-20T15:25Z [----] followers, [----] engagements

"$ABNB will be the next one-pager analysis dropping tomorrow. Thanks to your votes in the poll 🏠🔍 What do you think Is $ABNB the most underappreciated high moat company right now Which one-pager analysis are you most excited to dive into 👇 Im working on [--] new one-pager analyses and the next one drops on Friday. You decide which one it will be 🙏 Airbnb $ABNB 🏡 Most underappreciated high moat company ServiceNow $NOW 💻 Enterprise software leader Which one-pager analysis are you most excited to dive into 👇 Im working on [--] new one-pager analyses and the next one drops on Friday. You decide"
X Link 2024-06-20T19:07Z 19.9K followers, [----] engagements

"Bonus✅ A great write-up about $ABNB by @arny_trezzi 👇 https://x.com/arny_trezzi/status/1797608214533636504 https://x.com/arny_trezzi/status/1797608214533636504 1/ $ABNB is the Big Tech of Travel everyone sleeps on it. Investors fail to recognize the inevitable growth trip has just begun making the $145 price an asymmetric opportunity. My thesis in a few charts: https://t.co/94GN3b0d25 https://x.com/arny_trezzi/status/1797608214533636504 https://x.com/arny_trezzi/status/1797608214533636504 1/ $ABNB is the Big Tech of Travel everyone sleeps on it. Investors fail to recognize the inevitable"
X Link 2024-06-21T17:55Z [----] followers, [----] engagements

"@ftr_investors @StockSavvyShay @BeuvingJordy @TickerSymbolYOU @danielnewmanUV @hhhypergrowth @Stock_Inf0 @Couch_Investor @PaulWeeteling @simpleinvest01 I'd go for $PLTR as it is best positioned to benefit from both the data and AI megatrend🤔 https://x.com/ZeevyInvesting/status/1787908301801316494 Palantir $PLTR update after Q1'24 earnings🔎 Updated one pager with the most important information after Q1'24 earnings of $PLTR 👇 Main takeaways📢 First of all why is the stock down 15% after a very solid quarter with 21% revenue growth beating estimates and https://t.co/FpOCOpkpw7"
X Link 2024-06-22T09:24Z [----] followers, [----] engagements

"@JomaSilva88 Good question. The historical data is based upon the London Stock Exchange Index (LSE). Serving as the basis for reconstructed indices. The LSE is the closest available record that offers a continuous view of stock market behavior from the early 19th century"
X Link 2024-06-22T09:31Z [----] followers, [--] engagements

"In absolute terms I'd say $PLTR valuation is high but much of it is due the market paying a premium for its AI potential. Scenario [--] $PLTR truly becomes the software layer for AI in many organization: in that case it might be 'cheap' or at least "fairly valued" right now Scenario [--] $PLTR does not (continue to) deliver on it's AI promise. In that case the stock as way overvalued. So it all comes down to which scenario you'd think is most likely to happen which determines if you'd be willing to pay it's current price"
X Link 2024-06-22T09:39Z [----] followers, [---] engagements

"@alc2022 Agree with your reasoning here. One thing to add is competion and the question whether $PLTR is the ONLY business able to provide the ontology. Or put differently: how difficult is it to build something similar to $PLTR AIP offering"
X Link 2024-06-24T10:04Z [----] followers, [---] engagements

"@ftr_investors @ben_ramakers @Couch_Investor @IFB_podcast @thexcapitalist @thijsvanderspil @newmanager87 @PaulWeeteling @StockSavvyShay @Stock_Opine Increased my $TEAM position latetly. Mainly due to the stock & business disconnection🙏 Atlassian $TEAM analysis🔎 A one pager with all key information of one of the best run SaaS companies out there👇 Main takeaways📢 $TEAM has a big presence in many modern (tech) companies with products such as Jira Confluence Trello and Bitbucket. Especially Jira is still https://t.co/zQByub6zXe Atlassian $TEAM analysis🔎 A one pager with all key information"
X Link 2024-06-27T09:46Z 13.7K followers, [----] engagements

"Main catalyst was a co-founder stepping down. One of them still remains at the helm though. That triggered a big drawdown. Valuation was lofty before so any bad news got punished hard. After that the stock went into a downtrend without clear business related cause (as far as I know)"
X Link 2024-06-27T14:18Z [----] followers, [--] engagements

"@ToffCap $MELI: very strong e-commerce flywheel of interlocking businesses and lots of future growth ahead 🛍 $CRWD: sector leading security platform essential to many businesses and great land & expand execution 🔐"
X Link 2024-06-27T17:11Z [----] followers, [----] engagements

"$NOW is a prime example of a very well executed land-and-expand strategy👌"
X Link 2024-06-28T19:00Z [----] followers, [---] engagements

"With a total of [----] customers $NOW has a large and well spread customer base👇"
X Link 2024-06-28T19:00Z [----] followers, [---] engagements

"$NOW isn't just able to land new customers their renewal rate of 98% 99% is best-in-class🏆"
X Link 2024-06-28T19:00Z [----] followers, [--] engagements

"By continuously innovating and expanding product offerings $NOW is able to systematically expand its TAM 🌎"
X Link 2024-06-28T19:00Z [----] followers, [--] engagements

"Their extraordinary execution has led them to significantly outpace competition. Winners tend to keep winning and if so there is a bright future ahead for $NOW ✅"
X Link 2024-06-28T19:00Z [----] followers, [---] engagements

"@ftr_investors Great performance congrats What is your largest position right now"
X Link 2024-06-29T12:17Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing