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@QualityInvest5 Aria RadniaAria Radnia posts on X about $adbe, $uber, $zeta, $googl the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence stocks #1269 technology brands XXXXX% finance #6549 cryptocurrencies #1350 social networks XXXX% automotive brands #4177 fashion brands XXXX% countries XXXX% travel destinations XXXX% luxury brands XXXX%
Social topic influence $adbe #3, $uber #37, $zeta #4, $googl #634, business #3870, $nflx #17, $wbd #30, $asml #30, asml #44, $crm #39
Top accounts mentioned or mentioned by @marketbeating20 @wealthmatica @bjmtweets @samsolid57 @dividenddynasty @dissectmarkets @xinvestingdiary @theronnievshow @andersreiche @william_r2rclub @stockstormx @steelmindcap @realroseceline @sixsigmacapital @latticeinvestor @tallseller @saynototrading @holysmokas @theeuinvestor @endicottinvests
Top assets mentioned Adobe, Inc. (ADBE) Uber Technologies, Inc. (UBER) ZetaChain (ZETA) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Cream (CRM) Amazon.com, Inc. (AMZN) Booking Holdings Inc (BKNG) Fiserv, Inc. (FI) Trade Desk, Inc. (TTD) Fair Isaac, Corp. (FICO) monday.com Ltd. Ordinary Shares (MNDY) Lululemon Athletica Inc (LULU) Paramount Skydance Corporation Class B Common Stock (PSKY) Broadcom, Inc. (AVGO) Tesla, Inc. (TSLA) S&P Global Inc (SPGI) Moody's Corporation (MCO) General Electric Company (GE) TransMedics Group, Inc. Common Stock (TMDX) Remitly Global, Inc. Common Stock (RELY) Airbnb Inc (ABNB) Wise (WISE) Microsoft Corp. (MSFT) UiPath, Inc. (PATH) Metadium (META) Reddit, Inc. (RDDT) Sea Limited (SE) Toast, Inc. (TOST) 4 (FOUR) Block, Inc. (XYZ) Shopify Inc (SHOP) Joby Aviation, Inc. (JOBY) Oracle Corporation (ORCL) Hims & Hers Health, Inc. (HIMS) Salesforce Inc (CRM) TransDigm Group, Inc. (TDG) Msci Inc (MSCI)
Top posts by engagements in the last XX hours
"100M people use Reddit Every. Single. Day. $RDDT"
X Link 2025-12-10T16:09Z 19.7K followers, 3313 engagements
"Revenue's re-accelerating at Sea Limited Except this time the company is comfortably profitable and expanding margins Impressive stuff π $SE"
X Link 2025-11-17T15:40Z 19.7K followers, 6861 engagements
"The fall of Trade Desk never ceases to amaze me This was a market darling trading at XX sales and now its down XX% in a year Wild how fast sentiment flips $TTD"
X Link 2025-11-27T18:40Z 19.7K followers, 17.1K engagements
"Tesla hasn't grown revenues for two years straight $TSLA"
X Link 2025-12-01T03:14Z 19.7K followers, 288.2K engagements
"Is $ASML expensive now at all time highs I don't think so I think we've just now gotten back the normal premium the business trades at 33x EV/EBIT for a high teens grower with one of the widest moats on Earth Not buying but definitely a hold for me personally"
X Link 2025-12-02T17:29Z 19.7K followers, 9533 engagements
"Really helpful tweet regarding the payment companies"
X Link 2025-12-07T18:29Z 19.7K followers, 7647 engagements
"Just bought some $UBER at $XX and I now have XXX shares at $XX cost basis Will do full update later. If $ADBE drops significantly on earnings Ill the rest of the cash there. If not ill maybe hold it to see if I want to bump up $ZETA or something like that. more $UBER Idk"
X Link 2025-12-10T17:50Z 19.7K followers, 27.1K engagements
"IM TELLING YOU GUYS $UBER IS SNEAKILY MAKING ITS WAY INTO E-COM AND NONE OF YOU BELIEVE ME Bullish $SHOP as well btw"
X Link 2025-12-10T23:02Z 19.7K followers, 28.5K engagements
"Adobe reported XXX% growth in QUARTER-OVER-QUARTER generative credit consumptions Do you really think they're gonna sit idle and let AI eat their business $ADBE"
X Link 2025-12-11T00:12Z 19.7K followers, 10.9K engagements
"CEO of Uber Dara says they want to eventually make helicopters "cost a little bit more than Uber Black" Names partners like Joby Aviation as key allies in this pursuit $UBER $JOBY"
X Link 2025-12-11T03:44Z 19.7K followers, 4875 engagements
"Oracles revenue trajectory is going exponential π 24: $53B (+6%) 25: $57.4B (+8.4%) LTM: $61B (+11.1%) 26E: $67B (+16.7%) 27E: $83.6B (+24.8%) 28E: $125.5B (+50.2%) This isnt a steady grower anymore. $ORCL"
X Link 2025-12-11T16:00Z 19.7K followers, 3433 engagements
"Bought a very small starter in $ZETA at about XXX% weight Planning on bumping it up to 2-3% or more as I research the business more"
X Link 2025-12-05T20:56Z 19.7K followers, 8924 engagements
"Crazier stat: AWS is only XX% of Amazon revenues but XX% of operating profit And as recent as 2022 accounted for XXX% of profits (because E-com was losing money) $AMZN"
X Link 2025-12-07T22:29Z 19.7K followers, 16.7K engagements
"I introduce to you the Polish grocery store that has grown faster than all of Big Techfor a decade STRAIGHT π³ $DNP.WA"
X Link 2025-03-04T21:31Z 19.7K followers, 7548 engagements
"At $XXX $SPGI is the cheapest its been since the IHS Markit merger. One of the worlds highest-quality businesses with a solid low to mid teens growth profile. Looks like a steal right about now π§"
X Link 2025-04-27T17:30Z 19.6K followers, 14.3K engagements
"Evo Gaming in a STEEEEEP drawdown π¬ Any interest $EVO $EVVTY $EVO.ST"
X Link 2025-05-11T16:40Z 19.6K followers, 8145 engagements
"August 1st 2025 Bought a starter position in $FICO at X% ish. Risk v reward is quite attractive here at 40x fwd P/E given the growth + moat profile of this business. Funded using all cash $ASML remains at the top of the watchlist and frankly I think that might be the better buy here. But I already have a position AND I've been dying to get into $FICO for over X years now. Cheers"
X Link 2025-08-01T19:29Z 19.7K followers, 78K engagements
"The single greatest economic moat a business can possess is to be recognized as a standard "where the network effects created by your past sales give you the right to make your next sale" - $MCO CEO Ray McDaniel Here are XX POWERFUL examples of a "standards" business π§΅π"
X Link 2025-09-16T19:02Z 19.7K followers, 17.2K engagements
"1. $MCO Moody's - Credit Ratings Business Moody's has been the standard for corporate debt ratings for over a century. When an enterprise wants to raise debt for their business operations they MUST get a rating from $MCO because it's a stamp of approval on that business"
X Link 2025-09-16T19:02Z 19.7K followers, 1423 engagements
"2. $SAF.PA Safran Aerospace Engines Safran (via CFM w/ $GE) dominates narrow-body jets: the CFM56 & LEAP engines power 70%+ of global fleets. With 40k+ engines in service and decades of high-margin servicing airlines are locked in for 2030 years after purchase. Thats a textbook standards moat in aviation β"
X Link 2025-09-16T19:02Z 19.7K followers, 1377 engagements
"5. $GOOGL Google - Internet Search Google is synonymous with internet search providing the most comprehensive and reliable search results. When people need information they turn to $GOOG setting the standard for search engines"
X Link 2025-09-16T19:02Z 19.7K followers, XXX engagements
"What would you change about this portfolio $AMZN $GOOGL $ASML $UBER $FICO $FI $TMDX $ADBE $HIMS"
X Link 2025-09-26T00:00Z 19.6K followers, 27.3K engagements
"Some high-quality stocks I think are currently undervalued: SEVERLY UNDERVALUED Salesforce $CRM at $XXX Adobe $ADBE at $XXX Constellation Software $CSU.TO at $3800 Fiserv $FI at $XXX TransMedics $TMDX at $XXX UNDERVALUED Transdigm $TDG at $1300 S&P Global $SPGI at $XXX MSCI $MSCI at $XXX Adyen $ADYEN at $1440"
X Link 2025-10-02T15:00Z 19.6K followers, 39.8K engagements
"$ADBE is a dead company that happens to be doing $23B of revenue per year growing XX% YoY Dare I say it this is $GOOGL 2.0"
X Link 2025-10-17T18:34Z 19.6K followers, 153.2K engagements
"Slowly growing interested in $ZETA - 3.6x P/S - XX% revenue growth - expanding moat from counter-positioning against legacy players and the chart below does help"
X Link 2025-11-13T04:40Z 19.6K followers, 7597 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 π"
X Link 2025-11-16T15:46Z 19.7K followers, 8803 engagements
"You do know what happens next right $RELY π"
X Link 2025-11-18T16:43Z 19.7K followers, 3794 engagements
"If you bought Amazon X years ago. the S&P has roughly doubled your returns π¬ $VOO $SPY $AMZN"
X Link 2025-11-18T18:14Z 19.6K followers, 16.7K engagements
"I continue to ask why buy Airbnb when you can just buy Booking(.)com at a cheaper valuation with more growth and better margins $ABNB $BKNG"
X Link 2025-11-21T14:08Z 19.7K followers, 9408 engagements
"Ive had some monster wins and some ugly losses. Sold $PYPL at $XX $GOOGL +120% Sold $PAYC $XXX $GOOGL +82% Sold $CRM $XXX $UBER & $GOOGL XX% & XX% Sold $MA $FI -XX% π¬ And now I'm making a bet trimming $GOOGL at $XXX and moving into $ADBE at $XXX 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 19.6K followers, 24K engagements
"New video breaking down last weeks AI-driven $BKNG selloff and why it made ZERO sense Topics covered: Flights risk is irrelevant Their fragmented supply base is a natural defense Google has zero incentive to undermine a top ad customer that spends $5B+ annually Full breakdown (link in bio)"
X Link 2025-11-23T19:13Z 19.7K followers, 5885 engagements
"$WISE breaks its users into two groups: 10M Personal accounts 500K Business accounts But heres the interesting part even though there's 20x more personal users. Each business user is SIGNIFICANTLY more valuable π"
X Link 2025-11-25T17:01Z 19.7K followers, 1915 engagements
"Booking starting to look pretty attractive here IMO 19x EV/EBIT 15%+ EPS Growth Wide-moat from MASSIVE network effects scale and an international brand What do you think $BKNG"
X Link 2025-11-27T18:33Z 19.7K followers, 10.9K engagements
"Monday(.)com below the IPO price again Flat since Feb 2022 Trades at 5x EV/Sales $MNDY π¬"
X Link 2025-11-28T18:36Z 19.6K followers, 8402 engagements
"Current state of $MNDY: 1) Turning the corner on profitability 2) Revenue growing XX% but management guided for XX% next year 3) XX% of ARR comes from customers with 10+ users 4) Net dollar retention on 10+ user customers is XXX% Trading at just 5x EV/Sales. how does this not work from here Serously"
X Link 2025-11-28T18:43Z 19.6K followers, 10.1K engagements
"About to finish the best month for the channel More frequent uploads better editing better planned videos better research etc God bless. Happy to keep the train going and thankful for all the great reception aaand thank you Jeremy"
X Link 2025-11-29T04:11Z 19.6K followers, 6702 engagements
"Costco's membership growth is truly spectacular to see $COST"
X Link 2025-11-30T04:45Z 19.7K followers, 6540 engagements
"Half a BILLION nights were booked on Airbnb's platform over the past year I was X of those β $ABNB"
X Link 2025-11-30T16:23Z 19.7K followers, 8412 engagements
"$TTD is currently trading at its cheapest valuation in more than X years. It's also putting up its slowest revenue growth of roughly XX% π€ Any interest"
X Link 2025-12-01T11:00Z 19.7K followers, 7427 engagements
"Intel hovered around 1x the value of its assets for more than a year Stock has nearly doubled purely off the back of multiple expansion since then $INTC"
X Link 2025-12-01T13:00Z 19.6K followers, 5625 engagements
"This WILL be glorious π $ZETA"
X Link 2025-12-01T14:00Z 19.7K followers, 21.6K engagements
"A tiny cohort of customers probably drives MOST of $ZETA's revenue heres why π They have XXX customers. XXX spend between $100K$1M XXX spend over $1M But the average customer spends $2.1M Which means the big accounts arent just big theyre MASSIVE and they completely skew the entire revenue base upwards TLDR: A small cohort of customers likely account for an overwhelming majority of revenues"
X Link 2025-12-02T17:40Z 19.7K followers, 7805 engagements
"My current EBIT/Growth spreadsheet What do we think"
X Link 2025-12-02T18:21Z 19.7K followers, 6321 engagements
"LFG time to get lectured on $ZETA π Tune in Saturday"
X Link 2025-12-02T21:43Z 19.6K followers, 5527 engagements
"Supposedly Waymo is the only AV company and theyre gonna disrupt $UBER somehow though"
X Link 2025-12-03T14:56Z 19.7K followers, 9803 engagements
"I love businesses that flex their operating leverage $DUOL"
X Link 2025-12-03T17:35Z 19.7K followers, 25.8K engagements
"$BKNG is undervalued. End of story"
X Link 2025-12-03T18:23Z 19.7K followers, 5281 engagements
"Curious to see these $CRM earnings I suspect a rev re-acceleration in the air"
X Link 2025-12-03T20:49Z 19.7K followers, 4875 engagements
"Fakurava's Q3 Earnings are out $CRM Total RPO: (+12% YoY) Total Revenue: (+9% YoY) Free Cash Flow: (+22% YoY) Returned $4.2B to shareholders Agentforce + Data XXX ARR hit $1.4B up XXX% YoY π They also raised guidance: FY26 rev now $41.45B$41.55B (+9-10% YoY)"
X Link 2025-12-03T21:17Z 19.6K followers, 5425 engagements
"@Steelmindcap REMITLY IS THE OTHER ONE WOW"
X Link 2025-12-03T21:26Z 19.7K followers, XXX engagements
"Been seeing a lot of Adobe videos on YT recently The creative cult is picking up steam π $ADBE"
X Link 2025-12-03T22:59Z 19.6K followers, 6260 engagements
"10 AM EST TOMORROW THE LECTURE IS ON ππ $ZETA"
X Link 2025-12-06T00:44Z 19.7K followers, 5604 engagements
"$ZETA vod We covered A LOT of ground"
X Link 2025-12-06T16:54Z 19.7K followers, 2860 engagements
"What has a better moat $UBER or $NFLX"
X Link 2025-12-07T15:37Z 19.7K followers, 6420 engagements
"wtf is this chart π"
X Link 2025-12-07T18:21Z 19.7K followers, 24.7K engagements
"@bdinvestingg $ADBE has held on to margins with their declining rev growth and the valuation has adjusted accordingly from 50x to 15x $LULU margins on the other hand and not to mention theyre barely growing a few % right $ADBE is doing 10%+ rev growth for breakfast"
X Link 2025-12-07T21:07Z 19.6K followers, XXX engagements
"@Investrista if these investment gains get wiped out valuation goes down they have to register a mark to market loss of XX 20B or more your net income goes down by that much (or more) its easily a 40-50 PE depending on where the stock is"
X Link 2025-12-08T20:19Z 19.6K followers, 1050 engagements
"@Marketbeating20 i just recording an exclusive for it. I wanna get really polished on the moat before i make a $zeta public video"
X Link 2025-12-09T00:04Z 19.7K followers, XXX engagements
"Wealth π€ Health"
X Link 2025-12-09T01:44Z 19.7K followers, 9430 engagements
"@XInvestingDiary Warner bros + HBO have amazing assets. Homerun acquisition if it actually goes through"
X Link 2025-12-09T15:37Z 19.6K followers, XX engagements
"@macaronicapital uber has a 200b market cap π€¨"
X Link 2025-12-09T20:41Z 19.7K followers, XXX engagements
"@MartimP815 i actually plan on making a video on this as i was thinking about it. but asml would have to get REALLY expensive for me to trim"
X Link 2025-12-10T14:46Z 19.7K followers, XXX engagements
"A family friend has XX yrs till her kid turns XX The education savings account she's in owns mutual funds earning X% w/ a XXX% fee (criminal if you ask me) I'm looking to switch her to BMO ETFs like $ZCN $ZEQT $ZIU $ZGRO Any thoughts or guidance π€"
X Link 2025-10-28T16:15Z 19.7K followers, 3316 engagements
"$CSU.TO might be one of the clearest buys in the market right now - 25x P/FCF - 20%+ FCF/share growth - Wide moat both in the portfolio companies with high switching costs + pricing power and as an acquirer given their reputation and lengthy history of M&A Hard to find a cleaner compounder than this one π€"
X Link 2025-10-29T02:58Z 19.7K followers, 18.1K engagements
"PE ratio of big tech without investment gains: Google $GOOGL 39x Amazon $AMZN 38x Apple $AAPL 36x Microsoft $MSFT 30x One of these is mispriced and not in the good way"
X Link 2025-11-24T15:44Z 19.7K followers, 127.7K 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 XX% advertising CAGR since 2020 nearly doubling the core business's growth"
X Link 2025-11-28T18:49Z 19.7K followers, 2631 engagements
"You don't love to see it π¬ $PATH"
X Link 2025-11-30T16:19Z 19.7K followers, 29.9K engagements
"Netflix down X% on news that " Warner Bros Discovery $WBD opens new tab has received a second round of bids including a mostly cash offer from Netflix $NFLX " Source: Reuters"
X Link 2025-12-03T15:25Z 19.7K followers, 15.5K engagements
"If you bought Autodesk X years ago you would be down on your investment while revenues have nearly doubled The lesson Valuation. Matters. $ADSK"
X Link 2025-12-03T15:38Z 19.7K followers, 4789 engagements
"$ADBE +5% $CRM +4.7%"
X Link 2025-12-05T15:17Z 19.7K followers, 14.7K engagements
"You're seeing what I'm seeing. right $RBLX"
X Link 2025-12-09T15:36Z 19.7K followers, 5718 engagements
"FCFA2S +46% $CSU.TO"
X Link 2025-11-07T23:20Z 19.7K followers, 10.6K engagements
"Don't shoot I'm just the messenger $GOOGL $META"
X Link 2025-11-21T15:14Z 19.7K followers, 42.3K engagements
"Berkshire's cash pile has NEVER been bigger Both in dollar terms and as a % of total assets π $BRK $BRK.B"
X Link 2025-12-02T02:24Z 19.7K followers, 4495 engagements
"The current state of Salesforce: They played the Agentforce conquer world card They played the 2030 guidance card no effect They played the OpenAI partnership card no effect They beat earnings and raised guidance no effect The only thing saving this stock will either be pure performance for the coming quarters or acceleration to double digits What else can they do to convince the street There is nothing left lol $CRM"
X Link 2025-12-04T15:46Z 19.7K followers, 11.9K engagements
"Netflix placed the highest bid for Warner Brothers They offered $XX per share or roughly $70B Only X short months ago this company's valuation started with a X . $WBD $NFLX"
X Link 2025-12-05T05:43Z 19.7K followers, 93.4K engagements
"If $NFLX x $WBD doesnt go through. This might be worst than the $ADBE x $FIG break up with that monster $6B break up fee If it does go through the sky is the limit with just how much opportunity there is with the new IP for more content and cross-selling ability"
X Link 2025-12-05T21:24Z 19.7K followers, 7662 engagements
"SBC down profits up is this the beginning of a profitable future for UiPath $PATH"
X Link 2025-12-07T15:34Z 19.7K followers, 3534 engagements
"$ASML X% AWAY FROM ALL TIME HIGHS THAT IS SIMPLY"
X Link 2025-10-30T18:30Z 19.7K followers, 3241 engagements
"Sweetgreen's stock has declined a WHOPPING -XX% in the past year I wonder why π€ $SG"
X Link 2025-11-19T18:28Z 19.7K followers, 3973 engagements
"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"
X Link 2025-11-23T16:46Z 19.7K followers, 690.9K engagements
"Really starting to look into $ZETA again So cheap and so much growth margins ramping Fundamentally the business is fantastic π"
X Link 2025-11-30T20:34Z 19.7K followers, 519.7K engagements
"Random people cranking AI slop videos on instagram is going to disrupt this Be serious. $ADBE"
X Link 2025-12-01T12:00Z 19.7K followers, 22.2K engagements
"What he said π $GOOGL $ADBE"
X Link 2025-12-01T20:22Z 19.7K followers, 29K engagements
"Portfolio Update Dec X 2025 No changes. My plans with the cash is to deploy it in $ADBE ideally in the $XXX range if it drops after earnings hopefully π€ If we don't get a meaningful dip post-earnings I think I will just deploy it into $UBER because I want that position to be 20%+ in my portfolio as well Also activley researching $ZETA which I think could be an awesome spec position similar style to my X% in $TMDX. Love what I'm seeing there. X days till we find out I guess π"
X Link 2025-12-04T16:27Z 19.7K followers, 72.8K engagements
"These two videos will be career and reputation defining for meπ $ADBE"
X Link 2025-12-05T21:14Z 19.7K followers, 14.6K engagements
"$ADBE moved up X% and ALL weekend long im seeing a bunch of positive tweets and videos suddenly Do I even have to say it at this point"
X Link 2025-12-07T15:00Z 19.7K followers, 19K engagements
"I also agree with the $1500 $ADBE PT As you can see this is a TEXTBOOK jurassic wedge pattern π"
X Link 2025-12-07T18:32Z 19.7K followers, 28.4K engagements
"I think my plan with the cash is to buy $ADBE after earnings if it drops. If it doesn't I'll just plow it all into $UBER even though I'd be averaging up. a lot"
X Link 2025-12-08T15:22Z 19.7K followers, 15.7K engagements
"@FelixKern2 who would ever lend 90B to a company cash flowing 0.3B The company theyre buying already has 30B of debt and cash flows X This is a joke at the current price $PSKY cant afford this AT ALL and it would likely lead to layoffs"
X Link 2025-12-08T16:28Z 19.7K followers, 3026 engagements
"According to my calculations $ADBE is a buy this IS financial advice"
X Link 2025-12-08T17:01Z 19.7K followers, 36.7K engagements
"As @TravisHoium pointed out recently Zillow truly has 10x potential from here if they can get their act together XX% market share in the US 250M unqiue monthly active users 160M+ total properties (as of 2023) INSANE network effects + scale advantages over smaller scale competitors And they're finally moving in the direction of GAAP profitability (again). this can be a massive"
X Link 2025-12-09T16:07Z 19.7K followers, 3024 engagements
"$ADBE -XX% on great earnings incoming "
X Link 2025-12-10T20:53Z 19.7K followers, 20.3K engagements
"@realroseceline what"
X Link 2025-12-10T23:16Z 19.7K followers, 2036 engagements
"Just uploaded new vid on $ADBE's earnings Link in bio go watch π«‘"
X Link 2025-12-10T23:40Z 19.7K followers, 18.3K engagements
"IT'S LITERALLY A STRAIGHT LINE UP INTO THE RIGHT "BEING DISRUPTED" LOLL $ADBE"
X Link 2025-12-11T00:17Z 19.7K followers, 11.2K engagements
"Post-2022 subscriber loss fiasco Netflix has generally bottomed around that high 30s PE ratio range Will this time be any different π§ $NFLX"
X Link 2025-12-11T00:28Z 19.7K followers, 17.7K engagements
"@menholdon awesome man yeah i watched MAX and the innovation is incredible π"
X Link 2025-12-11T04:23Z 19.7K followers, XXX engagements
"What a wonderful sight to wake up to β"
X Link 2025-12-11T14:43Z 19.7K followers, 7418 engagements
"$AVGO is officially a $2T company in after hours. Unreal"
X Link 2025-12-11T21:33Z 19.7K followers, 12.4K engagements
"Can we please crown $AVGO as Mag7 instead of $TSLA already Bigger market cap wayyyy more growth"
X Link 2025-12-11T21:55Z 19.7K followers, 9410 engagements
"I will never forget when $TSM pumped from $XX to $XX on the news that Buffett bought. Just for him to sell a quarter later at a small gain missing out on π"
X Link 2025-12-12T03:23Z 19.7K followers, 1971 engagements
"Wise is firing on ALL cylinders - more customers - more spending volume - and higher balances in customers' accounts And unlike everyone's favourite value trap (PainPal) their take rate is moving up not down π€·β $WISE.L"
X Link 2025-09-30T18:05Z 19.7K followers, 4308 engagements
"$RELY's customer count has grown at XX% per year. FOR X YEARS STRAIGHT. Absolutely disgusting"
X Link 2025-10-03T18:08Z 19.7K followers, 5617 engagements
"real PE is like 35-36 if u strip out the SpaceX gains line. Artificially X time boost to net income admittedly XX% of that non operating income line is probably interest on cash so this PE is a bit overstated But google is EASILY a low 30s TTM PE right now not the 27x GAAP everyone sees"
X Link 2025-11-03T15:54Z 19.7K followers, 6967 engagements
"$RELY ads plastered all over the subway in Toronto Remittance wars heating up with $WISE whos also advertising heavy here"
X Link 2025-11-13T15:56Z 19.7K followers, 2339 engagements
"Diamond Hill Capital Management initiated a position in $ADBE last quarter They have $32B in AUM Below is their commentary on the business π"
X Link 2025-11-28T19:32Z 19.7K followers, 13K engagements
"10 days away until I can LOAD UP on $ADBE at $XXX after it drops irrationally on blowout earnings π"
X Link 2025-12-01T19:46Z 19.7K followers, 4257 engagements
"$ASML ALL TIME HIGH"
X Link 2025-12-02T16:51Z 19.7K followers, 5964 engagements
"Average $ADBE shareholder"
X Link 2025-12-03T22:24Z 19.7K followers, 8368 engagements
"These two will be big winners over the next 4-6 quarters $CRM $ADBE"
X Link 2025-12-04T01:01Z 19.7K followers, 21K engagements
"Whats your highest conviction idea going into 2026 Mine has to be $ADBE or $UBER"
X Link 2025-12-04T19:15Z 19.7K followers, 15.4K engagements
"@PriceNuclear FAKARAVEFORCE WITH FRENCH POLYNESIA CLOUD"
X Link 2025-12-05T15:29Z 19.7K followers, XXX engagements
"They're addressing it. $ZETA"
X Link 2025-12-05T17:11Z 19.7K followers, 12.7K engagements
"It's only a matter of time. $ZETA"
X Link 2025-12-06T16:05Z 19.7K followers, 12.1K engagements
"Current research list $ZETA $CSU $GE $BKNG (not gonna buy but just want to learn)"
X Link 2025-12-06T18:41Z 19.7K followers, 8284 engagements
"Netflix Warner bros transaction summary - expects to close in 12-18 - expects to realize 2.5B in cost synergies - purchase using mixture of cash and equity - Expecting transaction to accretive to GAAP EPS by second year π Home-run acquisition if it goes through $NFLX $WBD"
X Link 2025-12-07T20:32Z 19.7K followers, 13.6K engagements
"I have a very simply question: Paramount has 15B of debt with and 0.3B of TTM FCF. How do they plan on coming up with roughly $90B $WBD $PSKY $NFLX"
X Link 2025-12-08T16:25Z 19.7K followers, 49.2K engagements
"There's nothing I would want more than a SpaceX IPO so the 800B valuation gets COMPLETELY decimated Then all of a sudden people will wonder why their precious Google PE starts with a X $GOOG $GOOGL"
X Link 2025-12-08T16:33Z 19.7K followers, 38K engagements
"When you start using ServiceNow you don't stop $NOW has a XX% renewal rate π³"
X Link 2025-12-08T23:06Z 19.7K followers, 12.3K engagements
"New video on $NFLX $WBD $PSKY situation Title should clue you in on my stance on this all lol Link in bio"
X Link 2025-12-08T23:16Z 19.7K followers, 8758 engagements
"P/E ratio on depressed earnings is completely irrelevent Especially for cyclical companies or those undergoing a turnaround $NKE $EL $SBUX $LVMH $LULU come to mind"
X Link 2025-12-09T15:52Z 19.7K followers, 9459 engagements
"An underrated angle of the $NFLX x $WBD deal: Gaming Netflix has been dancing around it for years now theyd instantly gain access to major franchises like Mortal Kombat and Injustice But also with Netflixs resources behind it this segment could finally get the supercharge development it needs with new and combined IP to make more interesting games in the future"
X Link 2025-12-09T15:56Z 19.7K followers, 3039 engagements
"Every. Single. Quarter. Without skipping a beat $RELY's active customer has nearly 10x'd since 2019"
X Link 2025-12-10T00:02Z 19.7K followers, 4369 engagements
"Funny if I was researching $ASML for the first time today Aster a few hours Id probably conclude this is too complicated/too much work and likely outside my circle of competence anyways Maybe my old naivety wasnt so bad after all. Invest then investigate (to an extent)"
X Link 2025-12-10T04:11Z 19.7K followers, 11.6K engagements
"KEY IPOs TO WATCH (smallest to biggest) Discord: Exploring IPO in late 2025 or early 2026 15B valuation Anduril: Expects to IPO in the next few years Latest valuation $30.5B Canva: Targeting IPO in 20262027 $42B valuation Revolut: Expected to IPO in 2026 75B+ valuation in a secondary Stripe: No IPO plans announced yet (expects in the next few years but theyve been saying this for a while) Latest tender $106.7B Databricks: IPO-ready targeting late 2025/early 2026 $134B potential SpaceX: IPO planned for Mid-late 2026 Target $1.5T+ WOULD BE THE LARGEST IPO OF ALL TIME"
X Link 2025-12-10T04:36Z 19.7K followers, 14.3K engagements
"@TechLongShort google it but 15b i think guiding for 24b in 2026"
X Link 2025-12-10T14:47Z 19.7K followers, XX engagements
"@teechongyen what whered you get this info from"
X Link 2025-12-10T14:51Z 19.7K followers, 2563 engagements
"I'm quite liking $MNDY at these prices ngl"
X Link 2025-12-10T20:41Z 19.7K followers, 4402 engagements
"$ADBE EARNINGS ARE OUT Revenue up XX% YoY XX% Operating Margins FY25 Subscription revenue up XX% YoY Guiding for $25.20B to $25.66B of FY26 Revenue As you can see they're getting BADLY disrupted by AI"
X Link 2025-12-10T21:17Z 19.7K followers, 113.5K engagements
"Ferrari down roughly XX% in X months and is now trading at valuations not seen since the pandemic Durable compounders like this don't go on sale often. $RACE"
X Link 2025-12-10T22:16Z 19.7K followers, 36K engagements
"@SixSigmaCapital @samsolid57 @samsolid57 it's a nickname we made for Adobe. Theyre not actually comitting fraud But just like how there's PainPal for PayPal. We also made SellsForce for salesforce and of course the most brutal of them all FailServ for Fiserv"
X Link 2025-12-10T22:17Z 19.7K followers, XXX engagements
"Adobe reduced shares outstanding by -X% this quarter Buyback yield now sits at just shy of -X% for the full year $ADBE"
X Link 2025-12-10T23:19Z 19.7K followers, 11.4K engagements
"Perhaps a bit greedy of me but I'd get interested in $NFLX in the low 30s PE range which puts the stock at $XX or so At that point it'll be 25%+ EPS (just like $UBER) trading at a slightly bigger premium which is warranted IMO"
X Link 2025-12-11T00:31Z 19.7K followers, 10.9K engagements
"@Proxy_Tank better opportunities out there imo but thats the case with $MSFT always it wont ever be top of the buy list yk"
X Link 2025-12-11T00:35Z 19.7K followers, XXX engagements
"@fiscorainvest i thought you were full port $fico and not going back. what changed"
X Link 2025-12-11T04:11Z 19.7K followers, 1696 engagements
"Live Nation makes only XX% of its revenues from Ticketmaster but this segment alone accounts for nearly half of operating income Said another way the actual concerts themselves have razor thin margins. $LYV"
X Link 2025-12-11T19:28Z 19.7K followers, 1480 engagements
"Mixed bag from $LULU this quarter Revenue up X% (flat QoQ) Americas down X% China up XX% Rest of World up XX% Gross margin XXXX% (down XXXX bps) Operating margin XX% (down from 20.5%) XXX stores (up from 749) Repurchased $189M of stock Added $1B to buyback authorization Massive strength in China is nice to see but Americas is still nearly XX% of their total revenues and weakness in that segment will drive most of the results"
X Link 2025-12-11T21:24Z 19.7K followers, 10K engagements
"Broadcom just reported their FASTEST growing quarter for the semiconductor segment. and it doesn't seem to be slowing π³ This is bullish for big tech as well btw $AVGO"
X Link 2025-12-11T21:29Z 19.7K followers, 2554 engagements
"Another -X% today $TTD Genuinely speechless"
X Link 2025-12-12T03:38Z 19.7K followers, 9207 engagements