@QualityInvest5 Avatar @QualityInvest5 Aria Radnia 🇮🇷

Aria Radnia 🇮🇷 posts on X about $uber, $googl, $adbe, $now the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks #2409 technology brands 42.13% finance 22.29% cryptocurrencies #2709 social networks 5.52% automotive brands 2.66% fashion brands 1.23% celebrities 0.82% luxury brands 0.82% countries 0.61%

Social topic influence $uber #424, $googl #788, $adbe #30, $now #68, business #1190, meta #1039, ai 6.34%, $amzn #117, $meta #13, $zeta #11

Top accounts mentioned or mentioned by @widemoatczar @wealthmatica @bde2021 @gt97322191 @william_r2rclub @joshvir001 @newcomerinvest @marketbeating20 @hanchkp190 @dissectmarkets @financejack44 @thestockbro @manuinvests @colby17201470 @endicottinvests @fred_abyss @varunv_malhotra @techequityeng @bia42175 @wisemancap

Top assets mentioned Uber Technologies, Inc. (UBER) Alphabet Inc Class A (GOOGL) Adobe, Inc. (ADBE) Now Coin (NOW) Amazon.com, Inc. (AMZN) Metadium (META) ZetaChain (ZETA) Fair Isaac, Corp. (FICO) PayPal Holdings Inc (PYPL) Microsoft Corp. (MSFT) ServiceNow Inc (NOW) Salesforce Inc (CRM) Tesla, Inc. (TSLA) S&P Global Inc (SPGI) Shopify Inc (SHOP) Palantir Technologies Inc. (PLTR) Netflix Inc (NFLX) monday.com Ltd. (MNDY) Snap, Inc. (SNAP) Intuit Inc. (INTU) Mastercard, Inc. (MA) NVIDIA Corp. (NVDA) Autodesk Inc (ADSK) Duolingo, Inc. (DUOL) SAP SE (SAP) Hims & Hers Health, Inc. (HIMS) Oracle Corporation (ORCL) Palo Alto Networks Inc (PANW) Robinhood Markets, Inc. (HOOD) Apple, Inc. (AAPL) Moody's Corporation (MCO) Msci Inc (MSCI) Synopsys, Inc. (SNPS) Fiserv, Inc. (FI) Toast, Inc. (TOST) Workday Inc (WDAY) Crowdstrike Holdings Inc (CRWD) Fiserv Inc (FISV) Reddit, Inc. (RDDT) Evotec SE (EVO)

Top Social Posts

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

"I just found out the founder of Waymo is also the founder of Aurora innovation He left in [----] to start Aurora and take a wild guess which company owns a 26% stake in Aurora Hint: they're supposed to get disrupted 😆 $UBER $GOOGL $AUR"
X Link 2026-02-08T20:36Z 24.1K followers, 12.5K engagements

"Chipotle opened [---] restaurants in Q4 The most in their history EVER $CMG"
X Link 2026-02-04T20:11Z 24.1K followers, [----] engagements

"World's MOST disrupted industry $NOW $INTU $CRM $ADBE Is AI disrupting enterprise software https://t.co/4UMv4lTq4G Is AI disrupting enterprise software https://t.co/4UMv4lTq4G"
X Link 2026-02-04T20:38Z 24.1K followers, [----] engagements

"Serious question: At what price does $PLTR become undervalued"
X Link 2026-02-07T20:05Z 24.1K followers, 36K engagements

"First sequential decline in AUC for $HOOD since [----] We all know what happened after that 😬"
X Link 2026-02-10T23:59Z 24.1K followers, 10.9K engagements

"If you bought Unity stock [--] days ago. you'd be down -50% as of today 💀 $U"
X Link 2026-02-11T21:47Z 24.1K followers, [----] engagements

"get fcked $ADBE you're done for"
X Link 2026-02-13T18:25Z 24.1K followers, 17.7K engagements

"I had a terrible nightmare $ZETA was less than $10 😱"
X Link 2026-02-14T14:31Z 24.1K followers, [----] engagements

"I don't care how bad the issues of a company are no business that is growing AT ALL should be trading at an 8% FCF yield Evo will likely have over 10% revenue growth from here on out and should not be valued like a declining tobacco business Ridiculous $EVO $EVVTY $EVO.ST"
X Link 2025-01-23T14:41Z 23.8K followers, 12.2K engagements

"You stay up till midnight for the new drake album I stay up for $ASML earnings Were not the same"
X Link 2025-01-29T05:03Z 24.1K followers, 59.5K engagements

"Google and YouTube are the highest volume searches on Bing Gmail is 4th🧐 $GOOGL $MSFT $AAPL"
X Link 2025-05-07T16:20Z 24.1K followers, 36.4K engagements

"Evo Gaming in a STEEEEEP drawdown 😬 Any interest $EVO $EVVTY $EVO.ST"
X Link 2025-05-11T16:40Z 23.8K followers, [----] engagements

"I need new watchlist stocks Whats your top buy at the moment"
X Link 2025-05-30T17:27Z 24.1K followers, 38.1K engagements

"LVMH the parent of Louis Vuitton Dior and more is now trading near its lowest multiple in [--] years. At what point does this world-class luxury empire become too cheap to ignore $LVMH $MC.PA"
X Link 2025-06-07T17:57Z 24.1K followers, 58.4K engagements

"90% of my feed is Buffett buying $UNH congrats bag holders lol"
X Link 2025-08-14T21:02Z 24.1K followers, 67.3K engagements

"All of the financial services stocks are down today S&P Global $SPGI -7.4% Moody's $MCO -6.7% Morningstar $MORN -5.4% MSCI $MSCI -4.2% Why 🤔"
X Link 2025-09-18T19:17Z 23.8K followers, 50.8K engagements

"Want to invest in wide moat stocks Here are a few categories to choose from: Financial Services 💹 S&P Global $SPGI Moody's $MCO Visa or Mastercard $V $MA MSCI $MSCI Fair Isaac $FICO Big Tech Amazon $AMZN Google $GOOGL Microsoft $MSFT Meta $META Apple $AAPL Semis🧑🏭 ASML $ASML TSMC $TSM Synopsis $SNPS Nvidia $NVDA KLA Corp $KLAC Industrials✈ Canadian Pacific $CP TransDigm $TDG Safran $SAF.PA General Electric $GE HEICO $HEI Other Tech🤳 Netflix $NFLX Uber $UBER Spotify $SPOT Booking(.)com $BKNG Airbnb $ABNB Software💻 Intuit $INTU Salesforce $CRM Workday $WDAY ServiceNow $NOW Shopify $SHOP"
X Link 2025-09-20T17:16Z 24.1K followers, 37.9K engagements

"Some pretty sizeable drawdowns for the financial data stocks S&P Global $SPGI -12% Morningstar $MORN -29% Factset $FDS -39% Gartner $IT -53% Any interest"
X Link 2025-09-23T14:51Z 23.9K followers, 25.6K engagements

"What would you change about this portfolio $AMZN $GOOGL $ASML $UBER $FICO $FI $TMDX $ADBE $HIMS"
X Link 2025-09-26T00:00Z 23.8K followers, 27.4K engagements

"Novo's collapse makes me wanna never touch healthcare ever From 50x earnings to 14x within a year due to growth revisions that no one saw coming. Scary. $NVO"
X Link 2025-09-30T18:48Z 24.1K followers, 67.4K engagements

"THE GEMINI APP HAS 650M MONTHLY. ACTIVE. USERS. INSANE 🤯 $GOOG $GOOGL"
X Link 2025-10-29T20:24Z 24.1K followers, 88.4K engagements

"Weve all heard of the basic moats like switching costs scale network effects brand etc But what are some hidden lesser known moats This is for a video btw 👇"
X Link 2025-11-16T15:46Z 23.9K followers, [----] engagements

"You do know what happens next right $RELY 📈"
X Link 2025-11-18T16:43Z 23.9K followers, [----] engagements

"Ive had some monster wins and some ugly losses. Sold $PYPL at $60 $GOOGL +120% Sold $PAYC $160 $GOOGL +82% Sold $CRM $315 $UBER & $GOOGL 50% & 75% Sold $MA $FI -80% 😬 And now I'm making a bet trimming $GOOGL at $290 and moving into $ADBE at $335 because I think it outperforms. I also think most Google bulls are blind to how expensive its gotten (ex-investment gains) TLDR: Ive nailed some runaway winners and I've also had my fair share of BIG losers. I regret nothing and don't apologize for anything either/ Also you should not be following any of my investment moves or any other"
X Link 2025-11-21T15:41Z 23.9K followers, 24.5K engagements

"One of the rare cases where the [--] year chart actually does tell you everything you need to know $VICI $VICI is a fortress like income machine trading at a discount: ✅ 6.2% dividend yield ✅ 34% AFFO/share growth ✅ 40-year average lease terms (insane stability) ✅ Iconic assets: Caesars Palace The Venetian MGM Grand and more https://t.co/ahnJ2eT0cb $VICI is a fortress like income machine trading at a discount: ✅ 6.2% dividend yield ✅ 34% AFFO/share growth ✅ 40-year average lease terms (insane stability) ✅ Iconic assets: Caesars Palace The Venetian MGM Grand and more https://t.co/ahnJ2eT0cb"
X Link 2025-11-24T17:17Z 23.8K followers, 18.4K engagements

"The unsung here of EVERY single one of these network effect platform businesses like $UBER $DASH and even $AMZN Advertising For $CART it's no different 40% advertising CAGR since [----] nearly doubling the core business's growth"
X Link 2025-11-28T18:49Z 24.1K followers, [----] engagements

"Every. Single. Quarter. Without skipping a beat $RELY's active customer has nearly 10x'd since 2019"
X Link 2025-12-10T00:02Z 23.7K followers, [----] engagements

"In July of [----] $MSCI traded at 53x FCF fast forward to today. Total Revenues +65% FCF per Share +86% Stock Price -1% Valuation. Matters"
X Link 2025-12-13T15:21Z 24.1K followers, 38K engagements

"So close yet so far Sweetgreen has growing OpEx again. $SG"
X Link 2025-12-16T16:21Z 23.9K followers, [----] engagements

"Zillow on paper should be a dominant network-effect business in a critical industry benefitting from massive scale. Meanwhile the stock is down nearly 70% from ATH largely due to poor management. Chart source: @Similarweb $ZG"
X Link 2025-12-19T17:30Z 24K followers, [----] engagements

"Hermes' store count has actually DECLINED over the past decade. Meanwhile revenues have exploded from 5B to 15B The bottom line: Hermes doesn't need to grow store count to increase sales $RMS $RMS.PA $HESAY"
X Link 2025-12-22T13:00Z 24.1K followers, 13.1K engagements

"Every major Robo-Taxi partner tied to Uber where they operate and their autonomy level: Waymo owned by Google $GOOGL Austin Atlanta (Uber partnership) Level [--] autonomy Wayve backed by $MSFT $NVDA $UBER and SoftBank United Kingdom (launching 2026) Level [--] autonomy WeRide $WRD Abu Dhabi Dubai (exclusive to Uber) Level [--] autonomy Pony(.)ai $PONY Middle East and international markets (exclusive to Uber) Level [--] autonomy Avride owned by Nebius $NBIS Dallas (Uber partnership) Level [--] autonomy BYD $BYDDF United Kingdom (launching 2026) Level [--] capable vehicles through OEM partnership Zoox owned by"
X Link 2025-12-29T17:39Z 23.7K followers, 172.7K engagements

"Inspired by @nataninvesting's annual [--] stocks for the new year Here are my [--] stocks for 26' FYI: I don't own shares in all these are just stocks I think can outperform given their set-up going into [----] 1) Zeta Global $ZETA"
X Link 2026-01-04T17:20Z 23.9K followers, 66K engagements

"Since Ferrari went public you've had [--] chances to buy it at or near a 30% drawdown. today is one of those days 30x P/FCF EASILY can achieve 10%+ revenue growth and do I even have to tell you how wide the moat is Any interest for the home of the tifosi $RACE"
X Link 2026-01-05T03:21Z 24.1K followers, 39.4K engagements

"In a way $ZETA reminds me exactly of $ADYEN in the payment processing space Structural advantage of higher authorization rates for Adyen = lower total cost of ownership on payments Zeta has structural advantage of first party data = lower advertising spend to reach the same customers https://twitter.com/i/web/status/2008615278289318041 https://twitter.com/i/web/status/2008615278289318041"
X Link 2026-01-06T19:02Z 24K followers, [----] engagements

"What stage of capitalism is this $EXPE $MCD"
X Link 2026-01-11T05:56Z 23.9K followers, [----] engagements

"Had you invested $10K in Air Canada's [----] IPO you would now be $50 poorer. $AC.TO"
X Link 2026-01-12T14:56Z 24.1K followers, [----] engagements

"I DID NOT realize $NOW is this cheap 20% rev growth 120% net dollar retention rate 98-99% customer renewal rate SaaS does NOT get stickier than this 9x sales is a bargain here IMO. ServiceNow trading at a BARGAIN 9-10x EV/Sales. any interest $NOW https://t.co/pFJ60VfP9D ServiceNow trading at a BARGAIN 9-10x EV/Sales. any interest $NOW https://t.co/pFJ60VfP9D"
X Link 2026-01-15T03:44Z 23.9K followers, 54.9K engagements

"$TOST in the wild 👀 A wild Adyen terminal spotted 👀 $ADYEN $FRCOY https://t.co/izy6yWd4vh A wild Adyen terminal spotted 👀 $ADYEN $FRCOY https://t.co/izy6yWd4vh"
X Link 2026-01-16T01:40Z 24.1K followers, [----] engagements

"Autodesk has surprisingly held up REALLY well among the SaaS massacre "Only" down 18% from the recent highs albeit it's approaching it's biggest drawdown in years $ADSK 👀"
X Link 2026-01-17T02:05Z 23.7K followers, [----] engagements

"There's a really good chance PayPal's next decade looks something like this "but it trades at [--] PE bro" . lol $WU $PYPL"
X Link 2026-01-18T19:00Z 23.9K followers, 41.7K engagements

"$FICO now below its 5Y median P/E and just as cheap as it was at $1300 in August Any interest"
X Link 2026-01-20T17:18Z 23.9K followers, 10.1K engagements

"One of the WORST cases of Price dictates sentiment has to be Constellation Software [--] months ago you wouldnt get comments like this questioning the moat cuz the stock was only going up But as soon as the stock falls $CSU"
X Link 2026-01-21T01:41Z 23.8K followers, [----] engagements

"$TSLA's profits are down 70% over the past [--] years How is this not a disaster"
X Link 2026-01-21T20:56Z 23.8K followers, 714.4K engagements

"$ASML needs to go up 1% more for me to have a 100% gains on my TOTAL position [--] months ago people told me I'm an idiot for investing in this black box TSMC is leaving them and China is making their tech useless Cost basis @ $700 planning on trimming at [--] PE"
X Link 2026-01-22T18:39Z 23.9K followers, [----] engagements

"@JPXiiilxxv Zeta global 28th annual needham growth conference. Its not a pod im listening to it on @Quartr_App"
X Link 2026-01-23T19:53Z 23.9K followers, [---] engagements

"Time for my annual listen of this gem @bizbreakdowns @zbfuss $FICO"
X Link 2026-01-24T06:45Z 23.9K followers, [----] engagements

"I put probably [---] hours of research into $ADBE between late August and October when I released these videos Theyre worth watching 😄"
X Link 2026-01-25T23:24Z 23.9K followers, [----] engagements

"Dave's fundamental are PHENOMENAL 54% TTM Revenue Growth 100% Gross Margins 38% Operating Margins Narrow but expanding moat primarily from branding and SOME scale effects What do you think of $DAVE"
X Link 2026-01-26T05:19Z 23.9K followers, [----] engagements

"Does anyone have a chart like this Has Yole put out an updated version of WFE vendor % spend market share $LRCX $AMAT $ASML $KLAC $TOELY"
X Link 2026-01-27T06:12Z 24K followers, [----] engagements

"If you put $10000 into $TTD six years ago initially tripled it in under a year went basically nowhere for the ensuing [---] years one last hoorah up to new all time highs then you've evaporated -70% over the past year End result after all that volatility Up about 2% . https://twitter.com/i/web/status/2016184991219118334 https://twitter.com/i/web/status/2016184991219118334"
X Link 2026-01-27T16:22Z 23.8K followers, 10.2K engagements

"$ROP (a VMS acquirer similar to $CSU) reported earnings this morning and is now in its BIGGEST drawdown since 08' Revenues +10% YoY Nearly 40% EBITDA Margins Deployed $3.3 billion on VMS in [----] Guided for 8% Rev Growth in [----] (5-6% organic) 😬 Any Interest"
X Link 2026-01-27T17:53Z 23.9K followers, 11.3K engagements

"Do you think $AMZN is currently undervalued"
X Link 2026-01-27T20:09Z 23.8K followers, 11.5K engagements

"@PronkDaniel Noted they seem to have their nuances $ROP more focused on quality and $CSU undervalued VMS Curious to see the $CSU report now ahah"
X Link 2026-01-27T20:30Z 23.8K followers, [----] engagements

"$ADBE revenue per share is growing at 16% right now Assuming the EV/FCF doesn't drop further from the garbage 12x multiple it's at right now The stock should EASILY return 15-18% CAGR just from intrinsic value growth of FCF per share Nevermind any multiple expansion. 👀"
X Link 2026-01-27T20:42Z 23.8K followers, 13.8K engagements

"$NFLX DOESNT EVEN CRACK THE TOP [--] ANYWHERE WOW The future looks grim for Meta Instagram aside. https://t.co/iXZLVFer4a The future looks grim for Meta Instagram aside. https://t.co/iXZLVFer4a"
X Link 2026-01-28T01:10Z 24.1K followers, 26.5K engagements

"UGH what did that French MF say on the call this time $ASML"
X Link 2026-01-28T15:22Z 23.8K followers, 12K engagements

"$ADYEN looking pretty undervalued right about now 👀 40x TTM P/E Low to high 20s revenue growth Wide moat driven from high switching costs scale and higher authorization rates than competitors Any interest for the payments GIANT"
X Link 2026-01-28T16:17Z 24K followers, [----] engagements

"@DastanyLFC i think this speaks to how overvalued stripe is in the private markets not neccesarily how undervalued $ADYEN is I dont think $ADYEN should be 107B market cap"
X Link 2026-01-28T18:02Z 24K followers, [---] engagements

"Where do you watch your Netflix $NFLX TV Laptop/Tablet Netflix is for peasants Phone TV Laptop/Tablet Netflix is for peasants Phone"
X Link 2026-01-28T18:39Z 24.1K followers, [----] engagements

"$FICO $TSLA $MSFT $META $LRCX"
X Link 2026-01-28T21:01Z 23.9K followers, [----] engagements

"$META EARNINGS ARE OUT Revenue +24% Op Margins of 41% Price per ad +9% (FY) Ad impressions +18% (Q4) Daily active people of 3.58B +7% YoY Buybacks + dividends amounted to $31.6B MOST IMPORTANT: THEY'RE GUIDING FOR $162B-$169B OF TOTAL EXPENSE (MAJORITY IS INFRASTRUCTURE SPEND) https://twitter.com/i/web/status/2016620428085862671 https://twitter.com/i/web/status/2016620428085862671"
X Link 2026-01-28T21:12Z 23.7K followers, 23.6K engagements

"It's honestly a miracle shares are up on this bad of a report . $TSLA"
X Link 2026-01-28T21:25Z 23.8K followers, 82.3K engagements

"To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6% Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with annual contract values 5M exceeded [---] for the first time ever 👀 They also reported [---] new deals with over $1M in net new ACV during the quarter https://twitter.com/i/web/status/2016626190430482917 https://twitter.com/i/web/status/2016626190430482917"
X Link 2026-01-28T21:35Z 23.8K followers, 81.2K engagements

"$NOW trading on this monster of a report is the dumbest thing I've seen since. well since $ADBE traded down on its MONSTER of a report 😆 To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6% Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with annual contract values 5M exceeded [---] for the first time ever 👀 They also reported [---] new https://t.co/AXb0LCKt3E To absolutely NOBODY's surprise $NOW put up stellar numbers yet the stock is down -6% Revenues +21% EBIT Margins of 13.7% Customer renewal rate at 98% # of Customers with"
X Link 2026-01-28T22:06Z 23.8K followers, 12.3K engagements

"$FICO's software platform "Dollar based NRR" ticked up massively this quarter This segment has generally been pretty disappointing is this foreshadowing future accelerated growth 👀"
X Link 2026-01-28T22:14Z 23.9K followers, [----] engagements

"Market is so sour on SaaS that $NOW can report a perfect earnings and still sell off"
X Link 2026-01-29T01:38Z 23.8K followers, 17.5K engagements

""B2B revenue increased 36% primarily attributable to a higher mortgage origination scores unit price and an increase in volume of mortgage originations" $FICO"
X Link 2026-01-29T01:49Z 23.9K followers, [----] engagements

"Horrifying $NOW"
X Link 2026-01-29T02:03Z 23.8K followers, [----] engagements

"Listening to $FICO earnings call on @fiscal_ai 😆"
X Link 2026-01-29T02:12Z 23.9K followers, [----] engagements

"Take a WILD GUESS which segment has more pricing power $FICO"
X Link 2026-01-29T02:20Z 23.9K followers, [----] engagements

"Most ridiculous thing over the past quarter was just how bearish people got on $META with a 20-30% drawdown over capex And they just guided for EVEN more capex but sentiment is good now so stock up 10% 😂 I don't even wanna begin to think what will happen to $GOOGL if. Sure keep calling $META the AI loser meanwhile Q1 [----] revenue guidance is +30% y/y. Yeah loser 😂 Sure keep calling $META the AI loser meanwhile Q1 [----] revenue guidance is +30% y/y. Yeah loser 😂"
X Link 2026-01-29T02:38Z 23.8K followers, 32.2K engagements

"Same market cap btw. $TSLA $AVGO"
X Link 2026-01-29T03:55Z 23.8K followers, 15.4K engagements

"I have too many things I could buy so I'm not going to buy anything 😅 $UBER $ADBE $ZETA $NOW $NFLX $MSFT $INTU is even starting to look interesting"
X Link 2026-01-29T16:12Z 23.9K followers, 17.9K engagements

"STOP USING PE FOR $GOOGL AND $MSFT Both of them in the trailing twelve months have had massive boosts to their net income/EPS as a result of investment gains in SpaceX and OpenAI respectively Google absent these investment gains would trade at 42x earnings not 33x"
X Link 2026-01-29T21:40Z 23.8K followers, 39.2K engagements

"That little comment cost them ANOTHER $10B 😂 $NOW"
X Link 2026-01-29T21:54Z 23.8K followers, [----] engagements

"Duolingo IPOd less than [--] years and it's already gone through TWO drawdowns greater than -65% Green bird stock is not for the weak 😬 $DOUL"
X Link 2026-01-30T17:34Z 23.8K followers, [----] engagements

"My entire portfolio is red today except for one soldier standing strong $AMZN $ADBE $ASML $ZETA $FICO $UBER"
X Link 2026-01-30T17:36Z 23.8K followers, 15.5K engagements

"I JUST BOUGHT MORE $ZETA Follow my LIVE portfolio (for free) down to the second for free on Blossom 👇 https://getblossom.onelink.me/SOfu/aria https://getblossom.onelink.me/SOfu/aria"
X Link 2026-01-30T17:59Z 23.9K followers, 75.2K engagements

"Brutal day for Gold & Silver after Trump named Kevin Warsh (served under the [----] housing crisis) as the successor to Jerome Powell for Federal Reserve Chair"
X Link 2026-01-30T18:06Z 23.8K followers, [----] engagements

"PayPal just 3% away from making brand new [--] year lows Value trap or generational buying opportunity $PYPL"
X Link 2026-01-30T18:09Z 24.1K followers, 91.1K engagements

"PainPal will never NOT be the funniest nickname for a stock ever $PYPL PayPal just 3% away from making brand new [--] year lows Value trap or generational buying opportunity $PYPL https://t.co/hcFYQo0wS4 PayPal just 3% away from making brand new [--] year lows Value trap or generational buying opportunity $PYPL https://t.co/hcFYQo0wS4"
X Link 2026-01-30T22:21Z 23.8K followers, [----] engagements

"Couple more I like: SellsForce = $CRM SellThisNow = $NOW NoMoat .com = $MNDY FrauDobe = $ADBE"
X Link 2026-01-30T22:21Z 23.8K followers, [----] engagements

"New video on $ZETA out now Search my name on YT or click the link in my bio 😉"
X Link 2026-01-30T23:36Z 23.8K followers, [----] engagements

"Ive nonstop shat on $PYPL for months/years because I do think its a melting ice cube/value trap whatever you wanna call it BUT I believe its at the price were buybacks alone carry you to 10% CAGR pretty comfortably kind of $EBAY style over the past [--] years or so PayPal just 3% away from making brand new [--] year lows Value trap or generational buying opportunity $PYPL https://t.co/hcFYQo0wS4 PayPal just 3% away from making brand new [--] year lows Value trap or generational buying opportunity $PYPL https://t.co/hcFYQo0wS4"
X Link 2026-01-31T02:25Z 23.9K followers, 16K engagements

"If youre not following Dimitry I have no clue what youre doing This level analysis and attention to detail doesnt come accidentally and it clearly shows $FICO investors you MUST read 👇 Sharing some thoughts on $FICO 👇🏽 Photo 1: $FICO now trades 32x NTM earnings estimates. Just four days ago ahead of its Q1 [----] report it traded 39x. $FICO is down 5% in the past [--] days so most of that multiple contraction (18%) is due to aggressive growth in earnings. https://t.co/N4k9A0F8Q9 Sharing some thoughts on $FICO 👇🏽 Photo 1: $FICO now trades 32x NTM earnings estimates. Just four days ago ahead of"
X Link 2026-01-31T04:51Z 23.9K followers, 53.1K engagements

"13Fs come out mid February Im still think its either $META or $ADBE More likely its $META because Bill hasnt historically bought software stocks but frequently dabbles in big tech Bill Ackman says hes finishing due diligence on a company theyve really wanted to own for years now available at a bargain price My bet is either $META or $ADBE https://t.co/ZGTdtvE4Nb Bill Ackman says hes finishing due diligence on a company theyve really wanted to own for years now available at a bargain price My bet is either $META or $ADBE https://t.co/ZGTdtvE4Nb"
X Link 2026-01-31T06:13Z 23.8K followers, 14.6K engagements

"I got mixed feelings on this $NOW call 1) I love how bullish they seem on usage-based monetization of their AI 2) I dont like how loud they are about buying their stock and being invested in their journey blah blah Focus on the business dont advertise your stock IMHO 🤷♂"
X Link 2026-01-31T17:30Z 23.9K followers, 24.5K engagements

"Can anyone please tell me what is our boy cyclops saying $NOW I got mixed feelings on this $NOW call 1) I love how bullish they seem on usage-based monetization of their AI 2) I dont like how loud they are about buying their stock and being invested in their journey blah blah Focus on the business dont advertise your stock IMHO 🤷♂ https://t.co/lYl9HIJ1sd I got mixed feelings on this $NOW call 1) I love how bullish they seem on usage-based monetization of their AI 2) I dont like how loud they are about buying their stock and being invested in their journey blah blah Focus on the business dont"
X Link 2026-01-31T21:00Z 23.9K followers, [----] engagements

"$META quietly hit $200B of revenues this year btw"
X Link 2026-01-31T21:36Z 23.8K followers, 20.2K engagements

"The answer was 30% 💀 $META $META is an excellent business and is currently undervalued I just dont know if revenue growth will be [--] or 20% 🧐 $META is an excellent business and is currently undervalued I just dont know if revenue growth will be [--] or 20% 🧐"
X Link 2026-01-31T22:12Z 23.8K followers, 16.2K engagements

"Just crossed 10K on YouTube 🥳 As the great Kobe Bryant once said "job's not finished""
X Link 2026-02-01T16:03Z 23.9K followers, [----] engagements

"$MSCI traded down 20% on those earnings btw"
X Link 2026-02-01T16:11Z 23.9K followers, 10.1K engagements

"My advice: "Know what you own" So when the stock drops you don't say stuff like this $UBER"
X Link 2026-02-01T16:43Z 24K followers, 10.6K engagements

"i talk about $NFLX quite often actually i like it a lot here i think the $WBD acquisition is a homerun and they can achieve close to 20B of FCF within [--] year of the acquisition closing Albeit increased content spend will likely prevent that on year [--] but they have the "potential" for 20B of FCF https://twitter.com/i/web/status/2018007262753681583 https://twitter.com/i/web/status/2018007262753681583"
X Link 2026-02-01T17:03Z 23.9K followers, [---] engagements

"$FICO's scores revenue re-acceleration has been nothing short of breathtaking 30% scores rev growth Incremental operating margins of 85-95%+ A ridiculous 98.4% market share in loan securitization accounting for nearly ALL of scores revenue Genuinely asking can you name a wider moat https://twitter.com/i/web/status/2018010272410059264 https://twitter.com/i/web/status/2018010272410059264"
X Link 2026-02-01T17:15Z 24.1K followers, 13.6K engagements

"No one can do what $FICO does in securitization either in fact $FICO's market share of securitization is higher than $ASML's litho market share trust me i LOVE the $ASML business but i think $FICO beats $ASML slightly here. But an irrelevent amount nonetheless because theyre both impossible to compete with https://twitter.com/i/web/status/2018014647778206134 https://twitter.com/i/web/status/2018014647778206134"
X Link 2026-02-01T17:32Z 23.9K followers, [---] engagements

"I love the ServiceNow business but I have one very SMALL "AI control tower" problem with it. $NOW"
X Link 2026-02-01T18:43Z 23.9K followers, 10.4K engagements

"@sauceb0sss lack of cash tbh ahaha i think i will start allocating more towards it soon TBH I want to buy more of all [--] of my bottom holdings $ZETA $FICO $ADBE and $UBER"
X Link 2026-02-01T21:32Z 23.9K followers, [---] engagements

"We love $META yes but reminder that their OWN INTERNAL projections says about 10% of revenues are "scam ads" Quiet mini bear thesis on the horizon if regulators ever crack down on this"
X Link 2026-02-01T21:51Z 23.9K followers, [----] engagements

"My portfolio on Aug 9th [----] My god things have changed 😳 No $CRM $MA $GOOGL or $PAYC I JUST BOUGHT MORE $ZETA Follow my LIVE portfolio (for free) down to the second for free on Blossom 👇 https://t.co/9fblWFupTB https://t.co/22I15WYl7f I JUST BOUGHT MORE $ZETA Follow my LIVE portfolio (for free) down to the second for free on Blossom 👇 https://t.co/9fblWFupTB https://t.co/22I15WYl7f"
X Link 2026-02-02T03:06Z 23.9K followers, 22.7K engagements

"Since IPO you could've bought ServiceNow stock at a 50% drawdown twice At the bottom of the [----] bear market and today $NOW"
X Link 2026-02-02T13:00Z 23.9K followers, 11.6K engagements

"$META trades at 23x forward p/e and just guided for 30% revenue growth btw"
X Link 2026-02-02T14:00Z 23.9K followers, 59.6K engagements

"Somethings wrong with $ADBE stock Its in the green"
X Link 2026-02-02T15:38Z 24K followers, 10.9K engagements

"I cant express how badly you guys are screwed 😭 $GOOG $GOOGL"
X Link 2026-02-02T16:31Z 23.9K followers, 12.1K engagements

"You've had [--] opportunities to buy $MSFT in a 20% or greater drawdown Today is one of those days"
X Link 2026-02-02T16:43Z 24K followers, 49.1K engagements

"$HIMS Stock now down 57% since the CEO tweet this"
X Link 2026-02-02T17:00Z 24K followers, 70.1K engagements

"Mark Mahaney's thoughts on Mag7's rising CapEx His $UBER and $GOOGL picks from last year And why he's bullish on $AMZN this year"
X Link 2026-02-02T17:29Z 24K followers, 46.7K engagements

"did these mfs just grow 70% topline $PLTR"
X Link 2026-02-02T21:13Z 23.9K followers, 10.7K engagements

"The clown show continues for AT LEAST [--] more quarter $GOOG $GOOGL SPACEX ACQUIRED XAI VALUING SPACEX AT $1 TRILLION AND XAI AT $250 BILLION - SOURCE SPACEX ACQUIRED XAI VALUING SPACEX AT $1 TRILLION AND XAI AT $250 BILLION - SOURCE"
X Link 2026-02-02T22:52Z 23.9K followers, 38.6K engagements

"Fascinating how there's a camp of investors where there's no valuation too high to pay. Then there's a camp of investors refusing to pay 30x earnings for $FICO ignoring moat and/or growth Instead viewing everything through the lens of PE under [--] = cheap"
X Link 2026-02-02T22:57Z 24K followers, 16.6K engagements

"You guys know how much I hate the $PLTR comparisons BUT IM JUST SAYING. $ZETA Talk about operating leverage. $PLTR https://t.co/6EJTYqh53U Talk about operating leverage. $PLTR https://t.co/6EJTYqh53U"
X Link 2026-02-02T23:02Z 24K followers, 92.2K engagements

"$DUOL stock is down 5% since IPO despite FCF per share growing nearly 1000% . WOW"
X Link 2026-02-02T23:34Z 24.1K followers, 43.3K engagements

"Adobe so damn cheap it's being valued like a burger joint. lol $ADBE $QSR"
X Link 2026-02-03T00:28Z 24K followers, 16.7K engagements

"Do you believe them $ORCL The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
X Link 2026-02-03T00:49Z 23.9K followers, [----] engagements

"Stock isnt too far off of ATH but I would not be surprised if $META is best Mag7 performer this year $META trades at 23x forward p/e and just guided for 30% revenue growth btw https://t.co/Wj1nVXPIgk $META trades at 23x forward p/e and just guided for 30% revenue growth btw https://t.co/Wj1nVXPIgk"
X Link 2026-02-03T03:32Z 23.9K followers, 10K engagements

"$ADBE $FICO $PGY & $ZETA looking pretty solid on this flawed metric 👌 👍 Palantir has to be selling cocaine or something Short $PLTR https://t.co/pKyU32GUC2 Palantir has to be selling cocaine or something Short $PLTR https://t.co/pKyU32GUC2"
X Link 2026-02-03T04:00Z 23.9K followers, [----] engagements

"Im ngl whats crazy is earnings werent that bad Just briefly looking over them but like man somebody been warning you $PYPL -16% https://t.co/U5FfiztVup https://t.co/U5FfiztVup"
X Link 2026-02-03T12:34Z 24.1K followers, 12.3K engagements

"You dont have to make your money back the same way you lost it @BillAckman On the positive side Ive now got a bunch of cash to buy $MA $META & $NFLX 👀 On the positive side Ive now got a bunch of cash to buy $MA $META & $NFLX 👀"
X Link 2026-02-03T12:48Z 24K followers, 13K engagements

"PayPal guiding for a decline in EPS 😬 $PYPL -16% pre market"
X Link 2026-02-03T12:51Z 24K followers, [----] engagements

"Bill McDermott take notes this is how you tell investors you think your stock is undervalued not whatever BS give us our $10B back you pulled on the earnings call $ZETA $NOW $ZETA trades at 16.64x P/EBITDA [--] of [---] tech companies grew 20%+ CAGR for four years the other [--] trade at +50x P/EBITDA. David Steinberg $ZETA CEO https://t.co/dV3pMP7M0i $ZETA trades at 16.64x P/EBITDA [--] of [---] tech companies grew 20%+ CAGR for four years the other [--] trade at +50x P/EBITDA. David Steinberg $ZETA CEO https://t.co/dV3pMP7M0i"
X Link 2026-02-03T13:01Z 24K followers, [----] engagements

"@Vanhove_Pieter The longer i go the longer i realize no payment company truly has that great of a moat Perhaps an $ADYEN or $TOST are the best ones among them but still"
X Link 2026-02-03T13:07Z 23.9K followers, [---] engagements

"@Stockfins Hint: earnings PER SHARE"
X Link 2026-02-03T14:19Z 23.8K followers, [---] engagements

"I better not hear a single $ADBE $PYPL comparison again One of these is growing revenue double digits the other is in decline One has a durable moat the other is a classic case of innovators dilemma End of discussion"
X Link 2026-02-03T14:28Z 24.1K followers, 26.9K engagements

"Turns out you cant spawn an ads business $PYPL $PYPL Heres why Iv sold: No headcount reduction FCF weak No additional buybacks Earnings miss Guidance miss Negative growth No updates Ads etc Long term guidance pulled Macro excuses I said I would do this less than [--] hours ago This is not emotion $PYPL Heres why Iv sold: No headcount reduction FCF weak No additional buybacks Earnings miss Guidance miss Negative growth No updates Ads etc Long term guidance pulled Macro excuses I said I would do this less than [--] hours ago This is not emotion"
X Link 2026-02-03T14:50Z 23.9K followers, [----] engagements

"@tigerstylez84 @Vanhove_Pieter Yes yes im very well aware even $ADYEN most doesnt scream at me i also dont like that they dont break out authorization rates (likely because of competitive reasons) but id prefer to see like how much better are you than your competitors"
X Link 2026-02-03T14:51Z 24K followers, [---] engagements

"For the $PYPL bois Remember to look at fundamentals next time and be objective you got this 😉"
X Link 2026-02-03T15:08Z 23.9K followers, 24K engagements

"If you bought the $PYPL IPO ten years ago you would be up a measly 18% today . INSANE"
X Link 2026-02-03T15:11Z 23.8K followers, [----] engagements

"Goodmorning ☕"
X Link 2026-02-03T15:38Z 23.9K followers, 31.4K engagements

"$ADBE's going to $250 isn't it"
X Link 2026-02-03T15:49Z 24K followers, 13.6K engagements

"Forget to add Monday $MNDY -7% and is almost in double digits Figma $FIG -9% new all time low And for some reason $FICO which gets 80%+ of EBIT from scores is getting dragged down because it's categorized under "Application Software"🤦♂ This is CARNAGE intraday prices Oracle $ORCL -3.0% CrowdStrike $CRWD -3.8% SAP $SAP -4.9% Autodesk $ADSK -4.9% Palo Alto Networks $PANW -5.2% Adobe $ADBE -5.8% Workday $WDAY -6.0% Salesforce $CRM -6.1% Constellation Software $CSU -6.6% Shopify $SHOP -7.0% ServiceNow $NOW -7.2% https://t.co/jogLxAMuP4 This is CARNAGE intraday prices Oracle $ORCL -3.0%"
X Link 2026-02-03T15:59Z 23.9K followers, [----] engagements

"Generational buying opportunity in SaaS but I have no cash"
X Link 2026-02-03T16:24Z 24.1K followers, 160.4K engagements

"@DerApfelmannYT $ADBE at like 12x ev/ebit $NOW at 7-8x sales"
X Link 2026-02-03T16:56Z 24.1K followers, [----] engagements

"What a disaster 😂 Goodmorning ☕ https://t.co/soCdCD5ZoV Goodmorning ☕ https://t.co/soCdCD5ZoV"
X Link 2026-02-03T17:04Z 23.9K followers, 23.2K engagements

"If you invested $10K into $DUOL at IPO. you would now have $1300 less 😬"
X Link 2026-02-03T17:33Z 23.9K followers, [----] engagements

"$FISV committed fraud $PYPL just a shit business I had 6% of my port in it you had 100% of your port in $PYPL Accept defeat $PYPL Noted that @QualityInvest5 is dunking on people today in light of PayPal shareholders losing money Aria was promoting $FI as a great investment before it tanked 50%+ I showed him and shareholders nothing but respect in the aftermath Trash behaviour $PYPL Noted that @QualityInvest5 is dunking on people today in light of PayPal shareholders losing money Aria was promoting $FI as a great investment before it tanked 50%+ I showed him and shareholders nothing but"
X Link 2026-02-03T18:23Z 23.9K followers, 28.7K engagements

"@weary_centurion . "the pot calling the kettle black" I got non stop barraged and cursed at for months because I was bearish on $PYPL Absolutely I'm going to do victory laps on my correct take now that the stock is down 40%. GL. @weary_centurion @QualityInvest5 You were actively attacking other finance X accounts on their negative takes on PayPal in [----]. Why are you calling other people trash for your mistake. You went out of your way to call people dumb if they didnt like paypal. Just take the L and move on you still salty. @weary_centurion @QualityInvest5 You were actively attacking other"
X Link 2026-02-03T18:26Z 23.9K followers, [----] engagements

"@MH1411996 yeah $SHOP is perhaps one of the best insulated names here alongside $CDNS $SNPS Really dumb selloff to be grouped in"
X Link 2026-02-03T19:14Z 24K followers, [---] engagements

"$MNDY about to be a double digit stock amidst this selloff Down -70% over the past year 🤯"
X Link 2026-02-03T20:53Z 24K followers, [----] engagements

"Sorry mom gonna have to call you back Dimitry just dropped another post on $FICO One of the more interesting things about $FICO is that as long-term shareholders a lower short-term stock price can be beneficial in the long-run. How Because $FICO is a cannibal. Shares outstanding down 22% over the last [--] years. In the last [--] months alone $FICO spent https://t.co/Hk5sONOfzb One of the more interesting things about $FICO is that as long-term shareholders a lower short-term stock price can be beneficial in the long-run. How Because $FICO is a cannibal. Shares outstanding down 22% over the last"
X Link 2026-02-03T21:00Z 23.9K followers, 17.4K engagements

"ServiceNow trading at just 8x EV/Sales hovering near its CHEAPEST valuation over the past decade And most notably cheaper than the bottom of the [----] bear market. $NOW"
X Link 2026-02-03T21:02Z 23.9K followers, 17.8K engagements

"@alonso_angulo No i think $NOW is in an ELITE class of software stocks $INTU SMB tilt doesnt make it attractive to me imo"
X Link 2026-02-03T22:25Z 23.7K followers, [---] engagements

"I can't wait for $UBER to report STELLAR earnings tomorrow. then puke -10% for no reason"
X Link 2026-02-03T22:40Z 24.1K followers, 66.7K engagements

"Just like that down -14% 😂 $DUOL $DUOL stock is down 5% since IPO despite FCF per share growing nearly 1000% . WOW https://t.co/63HBXWUbep $DUOL stock is down 5% since IPO despite FCF per share growing nearly 1000% . WOW https://t.co/63HBXWUbep"
X Link 2026-02-03T23:02Z 24.1K followers, [----] engagements

"I was NOT AWARE $INTU has gotten this cheap 24x EV/EBIT 20% earnings growth Wide-moat assuming you dont think claude can oneshot it Quite compelling"
X Link 2026-02-04T05:05Z 24.1K followers, [----] engagements

"@BradoCapital @jack $MPWR"
X Link 2026-02-04T05:12Z 23.9K followers, [---] engagements

"If you believe $NOW can have 25% net margins at maturity (not that aggressive) They're currently trading at 33x "look through earnings" Not that expensive for one of the widest moat software stocks in the market 👀"
X Link 2026-02-04T05:18Z 23.9K followers, 12.7K engagements

"In [----] we intend to be the largest facilitator of AV trips in the world. $UBER +2% pre market I can't wait for $UBER to report STELLAR earnings tomorrow. then puke -10% for no reason https://t.co/DscLrfRYFy I can't wait for $UBER to report STELLAR earnings tomorrow. then puke -10% for no reason https://t.co/DscLrfRYFy"
X Link 2026-02-04T13:55Z 24.1K followers, [----] engagements

"I was right initially lol $UBER I can't wait for $UBER to report STELLAR earnings tomorrow. then puke -10% for no reason https://t.co/DscLrfRYFy I can't wait for $UBER to report STELLAR earnings tomorrow. then puke -10% for no reason https://t.co/DscLrfRYFy"
X Link 2026-02-04T13:57Z 23.9K followers, 14.2K engagements

"TAM expansion thesis is playing out They talked about this in last conference call too and are now sharing data on it AVs are a secular tailwind for $UBER 🤷♂"
X Link 2026-02-04T14:02Z 24.1K followers, [----] engagements

"Teslas gonna replicate this overnight apparently after they delay FSD launch another [--] more times $TSLA Wow. $UBER has trip coverage of roughly 95% of the US population. Network MOAT. https://t.co/y990a3jlqJ Wow. $UBER has trip coverage of roughly 95% of the US population. Network MOAT. https://t.co/y990a3jlqJ"
X Link 2026-02-04T14:05Z 24K followers, [----] engagements

"Uber's operating margins over the past [--] years. $UBER"
X Link 2026-02-04T17:07Z 24.1K followers, [----] engagements

"AV's on $UBER are faster and cheaper for the consumer and will also generate more revenues for the AV partner This is what a network effect business is this is why Uber is powerful and will survive and thrive in the future"
X Link 2026-02-04T17:24Z 24.1K followers, [----] engagements

"I'm excited to announce I'm dropping my new tutorial on how to be an $UBER shareholder Will be out on a book store near you shortly (or Amazon)"
X Link 2026-02-04T17:41Z 24.1K followers, [----] engagements

"Got $1M to invest in a stock simulator for a uni class You already know what I'm buying 😆"
X Link 2026-02-04T18:13Z 24K followers, 18.9K engagements

"Portfolio update and and what I'm planning to buy: $UBER under $80: 22x forward EV/EBIT for 25%+ earnings growth AVs will be an even BIGGER growth trend not a disrupter IMO $ADBE under $300 remains stupidly undervalued for a wide moat biz at just 12x EV/EBIT for 15%+ earnings growth $FICO under $1400 somehow sold off alongside SaaS 40x EV/EBIT for 30%+ earnings growth arguably widest moat in the world $NOW around $100 98% customer retention rate wide moat SaaS 20%+ revenue growth for just 7x EV/Sales is rapidly expanding its AI offerings $SHOP around $100 been on the watchlist for nearly a"
X Link 2026-02-04T19:14Z 24.1K followers, 56.8K engagements

"If AVs are supposed to disrupt $UBER Why are MAUs accelerating in growth"
X Link 2026-02-04T20:05Z 24.1K followers, [----] engagements

"Novo on the earnings call this morning regarding the new Wegovy pill "The uptake is over twice that of any prior anti-obesity drug launches in the US" $NVO"
X Link 2026-02-04T20:09Z 24.1K followers, 12.4K engagements

"How am I just finding out that $DIS named a new CEO Josh DAmaro will be succeeding Bob Iger effective March [--] Does this change anything"
X Link 2026-02-04T20:59Z 24.1K followers, [----] engagements

"$GOOG $GOOGL"
X Link 2026-02-04T21:01Z 24K followers, [----] engagements

"did these mfs just grow cloud 48% $GOOG $GOOGL"
X Link 2026-02-04T21:07Z 24.1K followers, 30.1K engagements

"I better not see a SINGLE PERSON question the AI Capex spend after this $GOOGL report WOW"
X Link 2026-02-04T21:16Z 24.1K followers, 38.1K engagements

""YouTube revenue across ads and subscriptions exceeded $60 billion for the full year 2025" $40B of ads revenue means they $20B came from YouTube Premium YouTube is officially 1/3rd subscription business 👀 $GOOG $GOOGL"
X Link 2026-02-04T21:18Z 23.8K followers, [----] engagements

""our [----] CapEx investments are anticipated to be in the range of $175 to $185 billion" Very positive development for $NVDA $AVGO $TSM $ASML Especially considering $GOOGL is now seeing ROI on their CapEx investments 👀👇 I better not see a SINGLE PERSON question the AI Capex spend after this $GOOGL report WOW. https://t.co/viGNhgYh7X I better not see a SINGLE PERSON question the AI Capex spend after this $GOOGL report WOW. https://t.co/viGNhgYh7X"
X Link 2026-02-04T21:20Z 24.1K followers, [----] engagements

"The Snapchat thesis is actively playing out They're now GAAP EBIT profitable for the first time EVER $SNAP +6% AH Am I missing something here $SNAP management doesn't specify but they say "the vast MAJORITY of users have over 5GB of data saved in their memories" They just rolled out an ultimatum of you either pay $3 a month for more storage or lose all of your memories. I mean even if https://t.co/2jz7jLLZDH Am I missing something here $SNAP management doesn't specify but they say "the vast MAJORITY of users have over 5GB of data saved in their memories" They just rolled out an ultimatum of"
X Link 2026-02-04T21:27Z 24.1K followers, [----] engagements

"Arm holdings is such a trash business 👎 $ARM -7% AH"
X Link 2026-02-04T21:29Z 24.1K followers, [----] engagements

"So the real question is. how fast did AWS grow And is Amazon about to guide for $200B capex 🥲 $AMZN $GOOG $GOOGL I better not see a SINGLE PERSON question the AI Capex spend after this $GOOGL report WOW. https://t.co/viGNhgYh7X I better not see a SINGLE PERSON question the AI Capex spend after this $GOOGL report WOW. https://t.co/viGNhgYh7X"
X Link 2026-02-04T21:32Z 24.1K followers, [----] engagements

"SNAPCHAT JUST PUT UP THEIR FIRST EVER PROFITABLE QUARTER $SNAP +6% AFTER HOURS"
X Link 2026-02-04T21:42Z 24.1K followers, [----] engagements

"I still think $ADBE outperforms 3-5Y It may not look like it now but just wait Albeit what I did underestimate is $GOOGL's ability to re-accelerate their growth @QualityInvest5 just for once pls admit that you regret switching it to $ADBE @QualityInvest5 just for once pls admit that you regret switching it to $ADBE"
X Link 2026-02-04T21:57Z 24K followers, 14.9K engagements

"$UBER mafia independent AV operator Simple as that @QualityInvest5 The global scale + the partners + the distribution + the cash flow = W I N N E R https://t.co/yL76ewJveY @QualityInvest5 The global scale + the partners + the distribution + the cash flow = W I N N E R https://t.co/yL76ewJveY"
X Link 2026-02-04T21:59Z 24.1K followers, [----] engagements

"$SNAP thesis is alive and well Disclosure: No position $SNAP has been one of the most egregious cases of destroying shareholder value Down a whopping 70% since their [----] IPO. But I GENUINELY believe they can achieve profitability in the next 12-18 months A clip from my exclusive video on Patreon 👇 https://t.co/bl6mEhh9AK $SNAP has been one of the most egregious cases of destroying shareholder value Down a whopping 70% since their [----] IPO. But I GENUINELY believe they can achieve profitability in the next 12-18 months A clip from my exclusive video on Patreon 👇 https://t.co/bl6mEhh9AK"
X Link 2026-02-04T22:17Z 24.1K followers, [----] engagements

"Protein matcha was what was missing this whole time Im sure itll rescue $SBUX 👍"
X Link 2026-02-05T00:09Z 24K followers, [----] engagements

"Why did $APP drop 16% today 🧐"
X Link 2026-02-05T00:34Z 24.1K followers, [----] engagements

"When you owned $GOOGL while search was being disrupted and now see people buying because they use calendar and gmail When you owned Google a few years ago while most called it an AI loser with a weakening moat & you held long enough to see the narrative completely flip to Google now widely labeled as an AI winner & leader $GOOGL $GOOG https://t.co/SCriCMGf7c When you owned Google a few years ago while most called it an AI loser with a weakening moat & you held long enough to see the narrative completely flip to Google now widely labeled as an AI winner & leader $GOOGL $GOOG"
X Link 2026-02-05T02:08Z 23.9K followers, 23.5K engagements

"In the past [--] years Ive never been to a Costco and found parking in less than [--] or so minutes Never-mind trying to avoid bumper carts while Im in the damn place $COST Canadians really love Costco https://t.co/9y8jBi91fE Canadians really love Costco https://t.co/9y8jBi91fE"
X Link 2026-02-05T04:37Z 24.1K followers, [----] engagements

"@mrORIGInal27 Really Damn is there any more information on this"
X Link 2026-02-05T11:51Z 24.1K followers, [--] engagements

"The buy $MA or F off strategy seems to be working quite well in payments right now Over the past year: $ADYEN -28.5% $TOST -33% $XYZ -36% $PYPL -50% $FOUR -52% $FISV -74% 💀"
X Link 2026-02-05T17:10Z 24.1K followers, [----] engagements

"Hear directly from $ZETA's customers $TKO is the parent company to UFC & WWE 👇 Hearing directly from customers about the impact theyre driving with @ZetaGlobal and our AI never gets old. This story from @TKOGrp (UFC and WWE) says it best especially this line: Zeta is the undisputed champion. Proud of what our teams are building. We are the disruptor https://t.co/jSjuH6Dr4P Hearing directly from customers about the impact theyre driving with @ZetaGlobal and our AI never gets old. This story from @TKOGrp (UFC and WWE) says it best especially this line: Zeta is the undisputed champion. Proud of"
X Link 2026-02-05T18:28Z 24.1K followers, [----] engagements

"I made this argument back in November for $ADBE btw - time stamped and everything AI will not disrupt SaaS. The model makers will integrate INTO SaaS and everybody wins Simple as that $GOOGL SUNDAR ON THE RECENT SAAS MELTDOWN: - AI is going to be an enabling tool for software companies we are seeing massive token usage - Many companies are incorporating Gemini into their workflows to increase productivity - Software companies that are utilizing AI have https://t.co/bYcIzvfTQ3 $GOOGL SUNDAR ON THE RECENT SAAS MELTDOWN: - AI is going to be an enabling tool for software companies we are seeing"
X Link 2026-02-05T19:09Z 23.7K followers, 10.4K engagements

"If we judge CEOs based off their tenure here are my top [--] CEOs in no particular order 🧵 1) Dara CEO of $UBER"
X Link 2026-02-05T20:08Z 24.1K followers, 25.5K engagements

"Want to make beautiful charts just like the ones in this thread Get a [--] week free trial (no card required) for Fiscal 👇 https://fiscal.ai/via=aria https://fiscal.ai/via=aria"
X Link 2026-02-05T20:09Z 24.1K followers, [----] engagements

"Satya arguably the most underrated CEO in the world Not only did he pivot the business for the cloud but look at his resume for acquisitions $MSFT 5) Satyda Nadella $MSFT Microsoft stock was flat for [--] years then came Satya: Pivoting the business for the cloud and leading SEVERAL high profile acquisitions such as LinkedIn & Activision Blizzard Shareholders have experienced a 1200% during his tenure https://t.co/SMWrJFrKG9 5) Satyda Nadella $MSFT Microsoft stock was flat for [--] years then came Satya: Pivoting the business for the cloud and leading SEVERAL high profile acquisitions such as"
X Link 2026-02-05T20:15Z 23.7K followers, 13K engagements

"Cmd + R has never been pressed so many times $AMZN"
X Link 2026-02-05T21:12Z 23.8K followers, [----] engagements

"BLOWOUT EARNINGS FROM ROBLOX DAUs: [---] million (+69% YoY) Hours Engaged: [--] billion (+88% YoY) Bookings: $2.2 billion (+63% YoY) Revenue: $1.4 billion (+43% YoY) Free Cash Flow: $307 million (+155% YoY) $RBLX +22% AH 🤯"
X Link 2026-02-05T21:16Z 23.9K followers, [----] engagements

"$AMZN EARNINGS ARE OUT Net Sales up 14% Advertising grew 22% AWS grew 24% (fastest growth in [--] quarters) chips business growing triple digit YoY To grow revenues between 11% and 15% for Q1 [----] Operating income ONLY guided to grow to $19B at the mid point a measly 0.5B improvement over Q1 [----] 😬 https://twitter.com/i/web/status/2019522098813612035 https://twitter.com/i/web/status/2019522098813612035"
X Link 2026-02-05T21:22Z 24.1K followers, 17.9K engagements

"Amazon AWS re-accelerated to 24% growth this quarter $AMZN"
X Link 2026-02-05T21:31Z 24.1K followers, [----] engagements

"$AMZN isn't even doing CapEx anymore. This is a straight up ransom payment to $NVDA 😂 $AMZN to invest $200 BILLION in CapEx in [----] Were basically funding the construction of a second moon at this point https://t.co/BoiOoUOnfi $AMZN to invest $200 BILLION in CapEx in [----] Were basically funding the construction of a second moon at this point https://t.co/BoiOoUOnfi"
X Link 2026-02-05T21:39Z 24.1K followers, 12.2K engagements

"$AMZN earnings video out now Search my name on YouTube or simply click the link in my bio to watch PS: Covered a bit of $UBER and $GOOGL earnings too"
X Link 2026-02-05T23:18Z 24K followers, [----] engagements

"@TheDividendDog Croissants from paris 🫡"
X Link 2026-02-06T02:20Z 23.7K followers, [---] engagements

"@NewcomerInvest Bruce flatts a G"
X Link 2026-02-06T02:35Z 24K followers, [--] engagements

"Dara since becoming CEO of $UBER - scaled Uber Eats - IPOd the business - divested non-core businesses - made Uber massively profitable - took revenues from $8B to over $50B - complete cultural & reputational overhaul The list goes on and on 👇 If we judge CEOs based off their tenure here are my top [--] CEOs in no particular order 🧵 1) Dara CEO of $UBER https://t.co/kPKi4Pinxd If we judge CEOs based off their tenure here are my top [--] CEOs in no particular order 🧵 1) Dara CEO of $UBER https://t.co/kPKi4Pinxd"
X Link 2026-02-06T02:57Z 24.1K followers, 10.3K engagements

"$AMZN is trading at valuations where if you strip out their core business The valuation still makes sense 💀 Reminds me of $GOOGL at 150-160 $AMZN trades at $2.17T market cap. AWS + ADS generated $197.36B in LTM revenue both segments with 30%+ operating margins. $AMZN now trades 11x AWS + ADS sales. https://t.co/VEVgQpOujF $AMZN trades at $2.17T market cap. AWS + ADS generated $197.36B in LTM revenue both segments with 30%+ operating margins. $AMZN now trades 11x AWS + ADS sales. https://t.co/VEVgQpOujF"
X Link 2026-02-06T03:48Z 24.1K followers, 29.2K engagements

"@CapexAndChill One shot claude coded amzn fulffilment"
X Link 2026-02-06T03:57Z 23.8K followers, [---] engagements

"Aritzia has quietly pulled off a MASSIVE turnaround: March [--] LTM Negative gross margins Just 6.2% revenue growth [--] quarters later 44% gross margins 35% revenue growth Rare combination of accelerating growth and expanding margins at the same time $ATZ $ATZ.TO 👀"
X Link 2026-02-06T16:20Z 24.1K followers, [----] engagements

"@MartimP815 $UBER is preferred im also debating a $NOW starter position"
X Link 2026-02-06T16:29Z 23.8K followers, [---] engagements

"Amazon now trades at just 28x earnings Its cheapest valuation since the tariff dip. $AMZN"
X Link 2026-02-06T19:16Z 24.1K followers, 20.2K engagements

"@joecarlsonshow New UI"
X Link 2026-02-06T19:28Z 23.8K followers, [---] engagements

"@TravisNott At least a decade away thats if were being optimistic I dont care about the stock price im happy watching the business compound and defeat all AV narratives. The output will take care of itself"
X Link 2026-02-06T20:24Z 23.8K followers, [--] engagements

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