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@QualityInvest5 Avatar @QualityInvest5 Investing with Aria

Investing with Aria posts on X about $googl, asml, $asml, googl the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance #5770 stocks XXXXX% technology brands XXXXX% fashion brands XXXX% cryptocurrencies XXXX% social networks XXXX% automotive brands XXXX% luxury brands XXXX%

Social topic influence $googl #2486, asml #10, $asml #8, googl #153, stocks 2.76%, $uber 2.76%, $aapl #907, goog 2.76%, $goog 2.76%, $spot XXXX%

Top accounts mentioned or mentioned by @newcomerinvest @thewiseic @sergeycyw @mmoney642 @capexandchill @tracisfine @theeuinvestor @bradocapital @fiscalai @sixsigmacapital @bironclark @elevatrpitchguy @mrseymourduck @ernestwongbwm @elitgains @tylerabailey @saynototrading @bruss008 @everydaystocksx @fred_abyss

Top assets mentioned Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Apple, Inc. (AAPL) Spotify Technology (SPOT) American Express Company (AXP) Hims & Hers Health, Inc. (HIMS) Amazon.com, Inc. (AMZN) Fiserv, Inc. (FI) Tesla, Inc. (TSLA) Msci Inc (MSCI) Fair Isaac, Corp. (FICO) ServiceNow Inc (NOW) Deckers Outdoor, Corp. (DECK) Nike Inc (NKE) On Holding AG (ONON) Netflix Inc (NFLX) IBM (IBM) Oracle Corporation (ORCL) Atlassian Corporation PLC (TEAM) Dash (DASH) Oscar Health, Inc. (OSCR) Adobe, Inc. (ADBE) Palantir (PLTR) monday.com Ltd. Ordinary Shares (MNDY) Shopify Inc (SHOP) DLocal Limited Class A Common Shares (DLO) Crowdstrike Holdings Inc (CRWD) Procore Technologies, Inc. (PCOR) UnitedHealth Group (UNH) Elevance Health Inc (ELV) Equilibria Finance (EQB) General Electric Company (GE) Now Coin (NOW)

Top Social Posts #

Top posts by engagements in the last XX hours

"How serious do you think On and Hoka are as long-term threats to Nike $NKE $ONON $DECK"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-05 23:20:45 UTC 10.1K followers, 4074 engagements

"Portfolio Update July X 2025 Zero changes except I put a random $XXX of cash sitting in my brokerage (from dividends I think) into $HIMS. Insignificant change overall thesis remains unchanged with everything and I'm happy to just keep holding. Cheers happy investing"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-05 21:51:40 UTC 10.1K followers, 31.4K engagements

"@TheEUInvestor is it a guaranteed 100x opportunity tho should i full port here"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-20 16:27:25 UTC 10.1K followers, XXX engagements

"It's amazing how much I love Apple products and yet I hate the stock $AAPL"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-11 02:51:36 UTC 10.1K followers, 4325 engagements

"@CCM_Brett you just dont get it bro theyre the operating system of oxygen. Infinite TAM AI ontology"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-17 02:56:22 UTC 10.1K followers, XXX engagements

"6/ Netflix $NFLX In less than X years Netflix's multiple has been re rated by a factor of X. In other words: 30x FCF 90x FCF . lol"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:24 UTC 10.1K followers, 1631 engagements

"Apple's revenue by segment as a % of total over the past decade. What do you notice $AAPL"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-19 20:09:20 UTC 10.1K followers, 2861 engagements

"The online retailer with software-like consistency. $MELI's growth never ceases to amaze me"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-09 12:00:02 UTC 10.1K followers, 11.2K engagements

"I introduce to you the Polish grocery store that has grown faster than all of Big Techfor a decade STRAIGHT 😳 $DNP.WA"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-03-04 21:31:21 UTC 10.1K followers, 7486 engagements

"iPhone revenues are coming up on X years of flat growth. Upgrade cycle when $AAPL"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-19 22:30:00 UTC 10.1K followers, 2990 engagements

"Old Big Tech is having a moment. 5Y Total Returns: - Oracle $ORCL: +350% - IBM $IBM: +220% - Google $GOOGL: +131% - Amazon $AMZN: +39% Not exactly what most wouldve predicted"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-10 12:58:38 UTC 10.1K followers, 6191 engagements

"Atlassian: "GAAP operating margin of (4)% and non-GAAP operating margin of 26%" The Market: Seems legit send it up XX% $TEAM"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-01-30 23:16:06 UTC 10.1K followers, 2527 engagements

"One of my favourite charts of all time. Pricing power visualized 👇 $AXP"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-18 23:42:45 UTC 10.1K followers, 4732 engagements

"revenues for both of these are up 100s of % since IPO btw. so I dont think its that we werent able to capture the value. its the fact that both IPOs were at crazy valuations and re rated to cheaper valuations simple as that. Same case for $DASH and many other large cap tech IPOs during 2020-2021"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-19 14:32:58 UTC 10.1K followers, XXX engagements

"Google back to XXX. All of a sudden - Apple Safari news isnt an issue anymore. - OpenAIs chrome competitor doesnt exist - and of course theyre leading the AI race again Friendly reminder: price dictates sentiment $GOOG $GOOGL"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-21 21:22:09 UTC 10.1K followers, 1434 engagements

"Oscar's member count has 10x'd in X years. Impressive👌 $OSCR"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-20 16:23:39 UTC 10.1K followers, 4011 engagements

"$ASML IS CHEAPER THAN A SACK OF POTATOES Lets assume the absolute worst-case scenario: X% annual buyback yield XXX% revenue CAGR (bottom end of guidance) XX% EBIT margins (achieved in 2021 currently 31%) Even in this ultra-pessimistic case youre still staring down an XX% CAGR through 2030. Now take the midpoint of guidance add a bit of margin expansion and a modest multiple re-rating. Youre suddenly compounding at 25%+ annually for X YEARS STRAIGHT. At these prices this stock is a winner even if a meteor strikes the headquarters. Current position: XX% - Very likely adding more soon"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-16 23:21:30 UTC 10.1K followers, 26.9K engagements

"Portfolio Update July XX 2025 % changes from stock movements themselves. $ASML dip buying is imminent here. I think that business can compound at north of 20%+ CAGR at current prices. Cash pile grows ever so slightly as well"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-18 16:19:10 UTC 10.1K followers, 11.4K engagements

"Didn't realize Adobe is so cheap A fair bit of this is SBC but still 5%+ FCF yield for double digit FCF growth in a stable name like this 🤷♂ $ADBE"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-19 18:17:40 UTC 10.1K followers, 2822 engagements

"Cathie wood says $PLTR can reach $1500 . I'm somehow getting deja vu here 🤔"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-20 03:19:40 UTC 10.1K followers, 6852 engagements

"4/ Monday .com $MNDY This one is perhaps the most attractive on the list so far really attractive KPIs as well"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:10 UTC 10.1K followers, 1793 engagements

"Not entirely incorrect. Second-highest buybacks in any two-quarter stretch in $ASML history. Still a massive signal"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-18 12:07:01 UTC 10.1K followers, 2888 engagements

"Portfolio Update June X 2025 There has been precisely zero activity. The stocks in of themselves have moved around a bit though hence this update. Namely $UBER has declined slightly and $GOOGL has risen since the last update once again taking the second place spot in my portfolio. At the time of this writing I think all of my holdings are undervalued so I currently have zero ambitions of selling anything unless they get stupidly expensive or something changes. My two "speculative" bets in $TMDX and $HIMS have worked out quite well in a relatively short amount of time. They're sitting at 52%"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-08 20:17:27 UTC 10.1K followers, 43.8K engagements

"YouTube letting you customize your own feed is so simple yet so genius. Instead of guessing what someone may like just let them pick themselves $GOOG $GOOGL"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-13 15:49:02 UTC 10.1K followers, 4134 engagements

"2/ Shopify $SHOP One of Canada's few compounders. The market definitely acknowledges the greatness with in that steep multiple though 👀"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:07 UTC 10.1K followers, 1838 engagements

"Uber mafia continues to grow while Tesla pretends to drive XX cars autonomously Going bankrupt any day now right $UBER $BIDU $TSLA"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 16:45:14 UTC 10.1K followers, 4421 engagements

"One of my favorite compounders is now trading near its lowest valuation in X years: - 30x TTM P/FCF (5Y low) - 15%+ EPS and FCF per share growth - Huge moat from scale MASSIVE switching costs and network effects Definitely one to throw on the watchlist. $MSCI"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-29 00:35:18 UTC 10.1K followers, 12.2K engagements

"AND ITS OUT This one was even better than the first one. Available wherever you get your podcasts"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-12 17:32:28 UTC 10.1K followers, 5476 engagements

"Something something valuation follows growth $DLO"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-09 01:59:12 UTC 10.1K followers, 3986 engagements

"Video from a year ago still holds up research wise BTW. I cover the quality/moat more in depth over there if you're interested. $MSCI"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-29 01:16:16 UTC 10.1K followers, 3231 engagements

"Which streaming service do you use (this is for research purposes)"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-19 16:40:15 UTC 10.1K followers, 3363 engagements

"5/ Adyen $ADYEN I actually think shares are attractive here: 40x EV/EBIT for 25%+ operating income growth in a name like this Bargain 😜"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:18 UTC 10.1K followers, 2107 engagements

"If you're having a bad day just remember Dev Kantesaria has lost about $500M year-to-date from the $FICO selloff. The stock still somehow trades at 70x earnings after this fall"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-09 16:00:01 UTC 10.1K followers, 6179 engagements

"3/ Crowdstrike $CRWD Some of the most impressive KPIs you'll ever see. And the July outage last year although a PR nightmare shows just how mission critical they are to the world"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:08 UTC 10.1K followers, 1932 engagements

"Procore Technologies ( $PCOR ) is a leader in construction management software similar to Autodesk and it looks like a solid opportunity. XX% gross margins 7.7x forward EV/Sales Strong moat from switching costs mild network effects and brand strength The one concern Revenue growth has slowed meaningfully and management is guiding for further deceleration. Otherwise it looks pretty compelling"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-05 21:37:12 UTC 10.1K followers, 2458 engagements

"It's amazing how far the health insurance have fallen in such a short amount of time. Drawdown since ATH: $UNH -XX% $ELV -51%"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-20 21:00:01 UTC 10.1K followers, 4398 engagements

"$FICO -XXXX% because freddie mac and fannie mae "will now allow lenders to use the VantageScore XXX credit scoring model." I've seen this story before 🤔"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-08 16:42:11 UTC 10.1K followers, 12.3K engagements

"Arguably the most important chart from the $ASML report: In just two quarters theyve already surpassed the buybacks of any full year in company history. That says a lot"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-16 10:55:28 UTC 10.1K followers, 75.7K engagements

"@Fred_Abyss agreed super impressive b usiness $AXP is"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-19 18:22:32 UTC 10.1K followers, XX engagements

"LVMH the parent of Louis Vuitton Dior and more is now trading near its lowest multiple in X years. At what point does this world-class luxury empire become too cheap to ignore $LVMH $MC.PA"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-07 17:57:36 UTC 10.1K followers, 53.5K engagements

"Evo Gaming in a STEEEEEP drawdown 😬 Any interest $EVO $EVVTY $EVO.ST"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-05-11 16:40:10 UTC 10.1K followers, 7913 engagements

"Not entirely incorrect. Third-highest buybacks in any two-quarter stretch in $ASML history. Still a massive signal"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-18 13:01:58 UTC 10.1K followers, 14.5K engagements

"@ElitGains servicenow at 190B is too big cap for you vs spotify at XXX 🤨"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-16 11:05:16 UTC 10.1K followers, XXX engagements

"I need new watchlist stocks Whats your top buy at the moment"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-05-30 17:27:12 UTC 10.1K followers, 38K engagements

"EQB is Canada's hottest bank and their customer growth speaks VOLUMES The figure has risen nearly XXX% over the past X years finally eclipsing the half-million mark recently $EQB"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-10 14:00:02 UTC 10.1K followers, 2183 engagements

"100 plus year old company up 4x over the past X years. Just cuz it's a boring business doesn't mean you can't make heaps of money on it 🤷♂ $GE"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-14 02:48:23 UTC 10.1K followers, 2529 engagements

"American Express customer service needs to be studied and emulated across every business on Earth $AXP"
@QualityInvest5 Avatar @QualityInvest5 on X 2024-10-30 18:08:11 UTC 10.1K followers, 1314 engagements

"7 Expensive Stocks I'd consider buying if the price was right. 1/ ServiceNow $NOW thread 🧵"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:05 UTC 10.1K followers, 14.3K engagements

"I find it hard to believe X in X people pay for Amazon music $AMZN $GOOG $AAPL $SPOT"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-09 03:40:39 UTC 10.1K followers, 15.7K engagements

"7/ Spotify $SPOT I probably use this app more than anything else on my phone. Not just a daily active user - I'm an hourly active user 😭"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-07-15 21:47:25 UTC 10.1K followers, 2624 engagements

"LVMH which is the parent of Louis Vuitton Dior and other luxury giants is down XX% from its all-time high. Now trading at just 13x EV/EBIT. Youd have to go back to December 2016 to find it at cheaper valuations. Anyone interest $LVMH $MC.PA"
@QualityInvest5 Avatar @QualityInvest5 on X 2025-06-22 15:58:50 UTC 10.1K followers, 19.2K engagements