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Investors are focusing on companies with strong potential in AI, cloud computing, and e-commerce. Key players like NVIDIA, Microsoft, and Amazon are being analyzed for their dominance in these areas, with some experts highlighting their impressive revenue growth and financial performance. The "magnificent 7" tech companies are also being scrutinized for their profitability and potential for long-term growth.
Social category influence finance #1657 stocks #2109 technology brands XXXXX% automotive brands #4383 cryptocurrencies XXXX% countries XXXX% exchanges XXXX%
Social topic influence nvda #91, $nvda #292, asml #1, $asml #1, $amd #56, pltr #14, $pltr #14, $tsm #1, googl #9, $googl #513
Top accounts mentioned or mentioned by @sergeycyw @investorcity4u @tornillo_x @4m4kl @jacksonleeburn1 @ddeganis @inaneorpheus @fedex774 @ltd1984 @imsilviu @rudiux @benmartin661251 @alejand27444061 @febel @dolilod @profeprofit @murearnold @arkadibaudelair @lucasosok @edgesamjc
Top assets mentioned NVIDIA Corp. (NVDA) Advanced Micro Devices (AMD) Palantir (PLTR) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Tesla, Inc. (TSLA) Amazon.com, Inc. (AMZN) Metadium (META) Now Coin (NOW) Crowdstrike Holdings Inc (CRWD) Applied Materials, Inc. (AMAT) Broadcom, Inc. (AVGO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Snowflake, Inc. (SNOW) RAI Finance (SOFI) Robinhood Markets, Inc. (HOOD) Netflix Inc (NFLX) Cloudflare, Inc. (NET) CoreWeave, Inc. (CRWV) Cadence Design Systems Inc (CDNS) Palo Alto Networks Inc (PANW) MercadoLibre Inc (MELI) Mastercard, Inc. (MA) Apple, Inc. (AAPL) Adobe, Inc. (ADBE) Spacemesh (SMH) Oracle Corporation (ORCL) Cream (CRM) Symbotic Inc. Class A Common Stock (SYM) Comfort Systems USA, Inc. (FIX) IBM (IBM) Enphase Energy Inc (ENPH) SAP SE (SAP) Domino's Pizza Inc (DPZ) Verizon Communications Inc. (VZ) Coca-Cola Co (KO) Unilever plc (UL) Intuitive Surgical, Inc. (ISRG) AT&T Inc. (T) Intel Corporation (INTC) Eli Lilly and Company (LLY) Sea Limited (SE) Rocket Lab USA, Inc. Common Stock (RKLB) Mario Coin (COIN) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Novo-Nordisk (NVO) Spotify Technology (SPOT) Oscar Health, Inc. (OSCR) Centene Corp (CNC) Zscaler Inc (ZS) Datadog Inc (DDOG)
Top posts by engagements in the last XX hours
"This is interesting: $AMD and $NVDA now trade at the same forward price to free cash flow. Who do you think is a better buy right now" @InvestingVisual on X 2025-07-14 13:22:00 UTC 76.8K followers, 122.1K engagements
"Important day for semi's tomorrow $ASML Q2 earnings incoming EST. Revenue: $XXXX Bln (+20.8%) Est. EPS: $XXXX (+30.3%)" @InvestingVisual on X 2025-07-15 13:25:00 UTC 76.8K followers, 21.8K engagements
"$ASML: Q2 2025 update strong fundamentals but more geopolitical uncertainty ahead" @InvestingVisual on X 2025-07-17 15:39:00 UTC 76.8K followers, 21.7K engagements
"8/ $CRM vs $NOW - Two SaaS giants dominating enterprise software" @InvestingVisual on X 2025-07-04 14:36:16 UTC 76.8K followers, 11.7K engagements
"$PLTR is now trading at 84x EV/Revenue even higher than $NET during the 2021 craze. That didnt end well for $NET stock in the months that followed. Will history repeat itself or is this time different๐ค" @InvestingVisual on X 2025-07-15 15:22:34 UTC 76.8K followers, 24.7K engagements
"A subscriber and follower recently flagged two under-the-radar names: $SYM and $FIX. Anyone done a deep dive on either X $SYM: A robotics and tech company serving U.S. retailers and wholesalers. ๐น XX% stock CAGR since IPO ๐น Free cash flow positive ๐น Net cash: $437M X $FIX: Specializes in heating ventilation and air conditioning systems. Also active in constructing data centers. That last part could be a serious tailwind in the AI era. ๐น XX% stock CAGR since IPO ๐น Long track record of positive FCF ๐น XX% ROIC (LTM) Seems like interesting businesses I haven't seen being covered on X. Feel" @InvestingVisual on X 2025-06-30 12:54:32 UTC 76.7K followers, 12.4K engagements
"4/ $MSFT - The operating system of the world and AI innovator" @InvestingVisual on X 2025-07-13 13:47:00 UTC 76.8K followers, 2808 engagements
"How they make money: $NVDA vs $AMD ๐ซฐ I like both of them for different reasons. Do you have a favorite" @InvestingVisual on X 2025-07-09 17:08:00 UTC 76.8K followers, 38.5K engagements
"$CRWD Crowdstrike vs $S SentinelOne comparisonโ๐ After the massive $CRWD outage investors eye $S as alternative investment. Let's see how they stack up. A summary ๐๐ ๐ท $CRWD is a higher quality company based on management product and moat ๐ท $S has higher growth but the margins and balance sheet are lacking behind $CRWD ๐ท $CRWD is a more attractive buy judging on valuation and past stock performance (yet still not cheap given the circumstances) Disclaimer The impact of the outage on $CRWD business is yet to be seen making valuation assumptions highly uncertain. Handle with care. Cheers๐" @InvestingVisual on X 2024-07-25 14:02:02 UTC 76.8K followers, 5632 engagements
"The AI chip market is set to grow from $96B to $927B by 2034 a massive XX% CAGR. Businesses best positioned to benefit: Tier X - AI Foundation: $ASML $TSM $AMAT Tier X - AI Chips: $NVDA $AMD $AVGO Tier X - AI Infra : $NBIS $CRWV $CDNS" @InvestingVisual on X 2025-07-12 11:36:11 UTC 76.8K followers, 199.6K engagements
"You're given $100000. Would you invest it in $NVDA or $AMD" @InvestingVisual on X 2025-04-11 14:44:18 UTC 76.8K followers, 233.9K engagements
"Exciting earnings week ahead Notable names: Monday: $VZ $DPZ Tuesday: $KO $UL $ISRG $SAP $ENPH Wednesday: $T $TSLA $GOOGL $NOW $IBM Thursday: $INTC Who are you looking forward to most" @InvestingVisual on X 2025-07-18 12:00:03 UTC 76.8K followers, 12.3K engagements
"Thanks for all the suggested business battles - Ill work on them next week Coming up: $HOOD vs $COIN $ASTS vs $RKLB $PANW vs $CRWD $MELI vs $SE $LLY vs $NVO Any others youd like me to cover" @InvestingVisual on X 2025-07-06 12:25:21 UTC 76.7K followers, 32.6K engagements
"3/ $AMZN - The e-commerce cloud giant ads and streaming giant" @InvestingVisual on X 2025-07-13 13:46:59 UTC 76.8K followers, 2947 engagements
"๐ข $NFLX is up +610% from its low in 2022. ๐ข $SPOT is up +933% from its low in 2023. But you had to go against the market narrative that they were finished. What stock feels misunderstood right now" @InvestingVisual on X 2025-06-30 16:06:00 UTC 76.7K followers, 39.5K engagements
"6/ $OSCR vs $CNC - The health tech innovator versus the incumbent" @InvestingVisual on X 2025-07-04 14:36:14 UTC 76.8K followers, 13.8K engagements
"At $100K youre already XX% of the way to $X million. The power of compounding" @InvestingVisual on X 2025-07-11 16:22:00 UTC 76.7K followers, 30K engagements
"7/ $AAPL - The premium hardware and services giant with a loyal ecosystem & iconic products" @InvestingVisual on X 2025-07-13 13:47:03 UTC 76.8K followers, 2597 engagements
"$ASML vs $TSM: two businesses essential to the AI era. Who's your favorite" @InvestingVisual on X 2025-07-18 17:00:01 UTC 76.8K followers, 48.4K engagements
"The agentic AI cybersecurity market is expected to reach $40B by 2030 growing at a XX% CAGR. Notable names: $CRWD $NET $ZS $PANW $DDOG" @InvestingVisual on X 2025-07-05 13:13:47 UTC 76.8K followers, 54.1K engagements
"Wide-Moat Business Series No. X of 12: $META: XXX BILLION daily active users Return on equity of XX% $XX Bln cash Impressive" @InvestingVisual on X 2025-07-07 18:30:00 UTC 76.8K followers, 29.8K engagements
"Wide-Moat Business Series No. X of 12: $GOOGL ๐น Cloud growth of XX% ๐น $72B in cash (pre-Wiz acquisition) ๐น Reasonably valued What are your thoughts on $GOOGL" @InvestingVisual on X 2025-07-05 18:38:00 UTC 76.8K followers, 53.4K engagements
"$AMZN vs $MELI: a side-by-side of the best e-commerce businesses in the world" @InvestingVisual on X 2025-06-15 11:00:02 UTC 76.7K followers, 65.1K engagements
"In April $BYDDY sales in Europe overtook $TSLA for the first time in history per Bloomberg. Heres how they stack up fundamentally:" @InvestingVisual on X 2025-07-02 16:08:01 UTC 76.7K followers, 27.1K engagements
"$ASML Q2 Earnings are in with a double beat๐จ Revenue: 7.69B vs Est. 7.51B (+23%) EPS: XXXX vs Est. XXXX (+47%) Q3 outlook: 7.4B7.9B vs Est. 8.21B" @InvestingVisual on X 2025-07-16 05:56:57 UTC 76.8K followers, 31.4K engagements
"Thats it I hope you found this thread insightful. Every one of these is a great business though some come with hefty price tags. Feel free to add any names you think deserve a spot here. Do you own any of these in your portfolio Cheers ๐" @InvestingVisual on X 2025-07-13 13:47:08 UTC 76.8K followers, 6150 engagements
"5/ $GOOGL - The search cloud and video and A.I. powerhouse" @InvestingVisual on X 2025-07-13 13:47:01 UTC 76.8K followers, 2692 engagements
"Off-topic: I'm flying to Colombia later this month and will travel around for X weeks Any must-visit spots I shouldnt miss Planning so far ๐บ Bogot Salento Santa Marta (Lost City Trek) Medelln Tayrona national park Cartagena ๐ซถ" @InvestingVisual on X 2025-07-08 19:50:00 UTC 76.8K followers, 9396 engagements
"11/ $ADBE - The creative software leader empowering content creation across design media and enterprise" @InvestingVisual on X 2025-07-13 13:47:07 UTC 76.8K followers, 2461 engagements
"Q2 earnings season is about to kick off next week Notable names: Tuesday: $JPM $C Wednesday: $ASML $GS $BAC $UAL Thursday: $PEP $NFLX Friday: $AXP $MMM Which ones are you most looking forward to" @InvestingVisual on X 2025-07-11 16:05:47 UTC 76.8K followers, 18.3K engagements
"@Next100Baggers I think your confusing $NOW with $SNOW here. $SNOW will report earnings August 20th ๐" @InvestingVisual on X 2025-07-18 15:33:17 UTC 76.8K followers, XXX engagements
"$NVDA: from $XXX million to $XXX BILLION data center revenue in less than a decade. And once again the most valuable company in the world๐" @InvestingVisual on X 2025-06-25 14:23:18 UTC 76.7K followers, 39.6K engagements
"10/ $PLTR - The data analytics and AI company that combines powerful software with ontology-based frameworks for mission-critical decisions" @InvestingVisual on X 2025-07-13 13:47:06 UTC 76.8K followers, 2298 engagements
"@profeprofit Thank you sir Which would you be interested in" @InvestingVisual on X 2025-07-05 15:19:34 UTC 76.7K followers, XXX engagements
"Would you rather own $AMZN or $GOOGL over the next XX years" @InvestingVisual on X 2025-06-18 17:44:32 UTC 76.7K followers, 70.1K engagements
"In 2015 $NVDA's market cap was XX BILLION. Today it's nearly X TRILLION. Over that same period revenue grew from $X billion to $XXX billion๐คฏ" @InvestingVisual on X 2025-07-10 17:15:00 UTC 76.8K followers, 29.4K engagements
"9/ $TSLA - The pioneering EV and energy company driving the future of transportation and autonomy" @InvestingVisual on X 2025-07-13 13:47:05 UTC 76.8K followers, 2294 engagements
"Tomorrow $NFLX is on deck for Q2 2025 results Est. Revenue: $11B (+15.5%) Est. EPS: $XXXX (+45.2%)" @InvestingVisual on X 2025-07-16 13:25:00 UTC 76.8K followers, 14.7K engagements
"Wide-Moat Business Series No. X of 12: $TSM ๐น Holds a crucial position in the semiconductor industry ๐น Leads in advanced node manufacturing technology ๐น Reasonably priced given its dominance Geopolitical tension remains a key risk to watch though" @InvestingVisual on X 2025-07-09 18:30:00 UTC 76.8K followers, 17.9K engagements
"$TSM crushes Q2 earnings ๐จ ๐ข Revenue $31.6B vs. 30.2B expected ๐ข EPS $XXXX vs. $XXXX expected ๐ข Gross Margin XXXX% vs. XXXX% expected $TSM +2% pre-market" @InvestingVisual on X 2025-07-17 06:31:59 UTC 76.8K followers, 34.3K engagements
"Want exposure to semis without picking individual stocks $SMH might be worth a look. It has a 10-year CAGR of XX% and includes many key AI chip players" @InvestingVisual on X 2025-07-12 18:43:34 UTC 76.8K followers, 52.3K engagements
"$GOOGL: how the most profitable business on Earth makes money ๐ซฐ" @InvestingVisual on X 2025-07-11 18:24:00 UTC 76.8K followers, 54.3K engagements
"$NVDA: set to resume H20 chip sales in China after U.S. license approval. Stock is up +5% today breaking $XXX. $AMD: cleared to resume MI308 chip shipments to China. Stock is up +7% today breaking $XXX. Great news for both ๐" @InvestingVisual on X 2025-07-15 13:44:33 UTC 76.8K followers, 44.2K engagements
"7/ $TSLA vs $BYDDY - Two rivals in the EV space but with diverging paths moving forward" @InvestingVisual on X 2025-07-04 14:36:15 UTC 76.7K followers, 11.2K engagements
"$PLTR seems unstoppable and hit a new all-time-high today. This is how $PLTR makes money ๐ซฐ" @InvestingVisual on X 2025-07-14 19:08:29 UTC 76.8K followers, 20.2K engagements
"$10000 invested in $MSFT XX years ago would be worth $XXXX MILLION today. Which stock do you think has that kind of potential now" @InvestingVisual on X 2025-06-12 13:30:00 UTC 76.7K followers, 395.3K engagements
"Wide moat business breakdown SUPER THREAD: Tier X - Elite: $NVDA $ASML $AMZN $MSFT Tier X -Extremely wide: $GOOGL $META $AAPL $TSM Tier X - Very wide: $TSLA $PLTR $ADBE $ORCL Let's dive in ๐งต๐ 1/ $NVDA - The global AI leader who redefined scale" @InvestingVisual on X 2025-07-13 13:46:57 UTC 76.8K followers, 104.1K engagements
"Goldman picks $NBIS is a Top AI Neocloud with a price target of $XX. Nebius is best positioned to serve AI startups needing specialized GPU infrastructure with full-stack tools & pricing power hyperscalers cant match" @InvestingVisual on X 2025-07-14 12:37:27 UTC 76.8K followers, 16.1K engagements
"AI is reshaping the future. Key players every investor should know: Chip design: $ARM $NVDA $AMD Components: $TSM $MU $SMCI Manufacturers: $TSM $AVGO $ANET Power: $SU $CEG $EMR Equipment: $ASML $KLAC $AMAT" @InvestingVisual on X 2025-06-10 20:17:41 UTC 76.8K followers, 128.1K engagements
"12/ $ORCL - The enterprise software giant combining legacy database strength with growing AI and cloud infrastructure capabilities" @InvestingVisual on X 2025-07-13 13:47:07 UTC 76.8K followers, 7273 engagements
"Wide-moat businesses visualized. A summary of the Elite tier covering: $ASML $MSFT $AMZN $NVDA A short thread. Lets go ๐งต๐ 1/ $ASML The backbone of modern tech with virtually no competition" @InvestingVisual on X 2025-07-07 13:38:05 UTC 76.8K followers, 45.7K engagements
"$META ๐น 3.4B daily active users ๐น XX% return on equity ๐น $21B in cash on hand ๐น Trading at 54x forward price to free cash flow A great business but it doesnt come cheap" @InvestingVisual on X 2025-06-10 13:25:00 UTC 76.8K followers, 26.1K engagements
"Business battle SUPER THREAD covering: $NVDA vs $AMD $HOOD vs $SOFI $GOOGL vs $MSFT $PLTR vs $SNOW $V vs $MA And many more. Let's dive in ๐งต๐ 1/ $NVDA vs $AMD - Two AI powerhouses both in a great position to do very well in the years to come" @InvestingVisual on X 2025-07-04 14:36:08 UTC 76.8K followers, 477.7K engagements
"@edgesamjc The one that included most of these is the $SMH ETF (0.35% expense ratio)" @InvestingVisual on X 2025-07-17 16:04:30 UTC 76.7K followers, XX engagements
"$PLTR needs to grow free cash flow by XX% annually for XX years to justify its current price. Great business great investment" @InvestingVisual on X 2025-07-17 18:32:00 UTC 76.8K followers, 87.6K engagements
"$UNH is down ๐ป55% in X days meanwhile: ๐นRevenue grew XX% to $317B ๐นFree cash flow grew 1037% to $4.5B ๐นTrades at 9x price-forward FCF BUT: โ CEO resigned โ Guidance is withdrawn โ Investigated due to possible fraud Is it is broken stock or broken business" @InvestingVisual on X 2025-05-15 18:28:04 UTC 76.8K followers, 75.7K engagements
"Why you should never panic sell: $QQQ is back at all-time highs after being down ๐ป23% just three months ago" @InvestingVisual on X 2025-07-10 14:53:46 UTC 76.8K followers, 11.8K engagements
"$SOFI will give investors access to private markets including companies like SpaceX and OpenAI. This could be a great tailwind for its already impressive member growth. Congrats bulls ๐" @InvestingVisual on X 2025-07-08 18:41:33 UTC 76.7K followers, 15.8K engagements
"6/ $META - The global social media leader rapidly pivoting into A.I" @InvestingVisual on X 2025-07-13 13:47:02 UTC 76.8K followers, 2430 engagements
"$HOOD stock is up +137% YTD. Some other impressive stats: ๐น Revenue is up 10x since 2019 ๐น User base of XXXX million ๐น $221B in assets under management ๐น $1B in free cash flow Its also near at its highest valuation since going public" @InvestingVisual on X 2025-07-13 13:26:00 UTC 76.8K followers, 14.9K engagements
"@joshkaineallen @cjayj0nes Nah just pointing out whats currently priced in. Im all good ๐" @InvestingVisual on X 2025-07-17 20:22:21 UTC 76.7K followers, XX engagements
"8/ $TSM - The worlds most advanced semiconductor manufacturer powering the global chip industry" @InvestingVisual on X 2025-07-13 13:47:04 UTC 76.8K followers, 2473 engagements
"$QQQ top XX holdings account for XX% of their total assets. That's pretty wild" @InvestingVisual on X 2025-07-10 18:30:00 UTC 76.8K followers, 71.1K engagements
"12 businesses with near-impenetrable moats. Starting tomorrow Ill share a one-pager breakdown on each beginning with $ASML. Who's your favorite๐" @InvestingVisual on X 2025-06-26 18:37:14 UTC 76.7K followers, 27.2K engagements