@trevhesinvests Trevor Heslop
Trevor Heslop posts on X about $pgy, $zeta, business, ai 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 finance cryptocurrencies #2621 technology brands automotive brands social networks countries fashion brands exchanges financial services
Social topic influence $pgy #2, $zeta #14, business, ai, $meta #30, meta #1954, $amd #19, in the, $root, balance sheet
Top accounts mentioned or mentioned by @wealthmatica @investordenis @thephiloinvest @summitcapitai @endicottinvests @ronenhayempour @ashton1nvests @theronnievshow @tradingdeskty @yodastockinvest @qualtrim @longgameequity @dubbiosismo @fantstockleague @growththesis @lpm1985 @meetblossomapp @dsteinberg10000 @qualityinvest5 @galkrubiner
Top assets mentioned Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) ZetaChain (ZETA) Metadium (META) Advanced Micro Devices (AMD) The Root Network (ROOT) Mastercard, Inc. (MA) Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) fuboTV Inc. (FUBO) Nebius Group N.V. Class A Ordinary Shares (NBIS) Duolingo, Inc. (DUOL) Hims & Hers Health, Inc. (HIMS) RAI Finance (SOFI) Alphabet Inc Class A (GOOGL) Adobe, Inc. (ADBE) NVIDIA Corp. (NVDA) Celsius Holdings, Inc. Common Stock (CELH) Upstart Holdings, Inc. (UPST) Tesla, Inc. (TSLA) Lemonade, Inc. (LMND) Microsoft Corp. (MSFT) Palomar Holdings, Inc. Common stock (PLMR) aelf (ELF) PancakeSwap (CAKE) Salesforce Inc (CRM) Now Coin (NOW) Cheeseball (CB) Uber Technologies, Inc. (UBER) Return to Beginnings (ROOTS) Oracle Corporation (ORCL) Rocket Lab USA, Inc. Common Stock (RKLB) Masco, Corp. (MAS)
Top Social Posts
Top posts by engagements in the last [--] hours
"@arny_trezzi Ive been holding the stock since October of [----] and I recently sold [--] of my [---] shares. The stock grew to nearly 35% of my portfolio so I recently decided to sell after it crossed $75. The amount of $ i got back from those [--] shares was the same as my book value"
X Link 2024-12-08T02:42Z [--] followers, [--] engagements
"@thexcapitalist Peter Lynch owned over [----] stocks during his time managing the Magellan fund yet he says diversification beyond [--] stocks doesnt provide you with additional protection against systemic risk something doesnt add up here"
X Link 2025-07-04T20:22Z [--] followers, [---] engagements
"@FIREDUpWealth $AMD all the way"
X Link 2025-09-08T15:05Z [--] followers, [---] engagements
"Potential Catalysts: - More embedded partnerships with carmakers lenders and marketplaces expands reach cheaply - State approvals + pricing model upgrades more flexibility to grow - Relief if used-car & parts inflation cools lower claims costs - Higher investment yields while interest rates remain elevated What this means: More partners bring in customers smarter pricing improves margins lower repair costs reduce claims and high rates boost investment income"
X Link 2025-09-08T19:02Z [--] followers, [--] engagements
"Potential Risks: - High volatility: $ROOT's beta is [----] meaning it swings about twice as much as the market. Big moves up and down are common. - Competition: Legacy giants like $PGR and $ALL have deeper pockets and stronger brands. If they copy $ROOT's tech growth could slow. - Weather/CAT events: Storms floods or other disasters can spike claim costs hurting profitability in any given quarter. - Expenses: Management has flagged higher operating costs in H2 [----] which could weigh on near-term earnings. - Inflation risk: Rising auto parts and repair costs (or new tariffs) could push claims"
X Link 2025-09-08T19:02Z [--] followers, [--] engagements
"Awesome I'll make sure to check that out as well [--]. How defensible is ROOTs telematics + behavioral data advantage vs. legacy insurers who are investing heavily in similar tech [--]. Beyond auto do you think ROOT has a credible path to product diversification or should investors view it as a pure-play auto insurer [--]. In your view what makes ROOTs underwriting model fundamentally different and sustainable compared to Progressives Snapshot or Allstates Drivewise Not trying to overload you. I just want to pick your brain because you clearly know $ROOT inside & out"
X Link 2025-09-08T20:30Z [--] followers, [--] engagements
"What's $ROOT's MOAT"
X Link 2025-09-09T21:06Z [--] followers, [---] engagements
"📊 $ROOT just printed a 95% net combined ratio in Q2 their 3rd straight quarter under 100% & an improvement of [--] points YoY. For context: 📉 $LMND still runs 100% 🏦 Industry average: 94% 🚀 $PGR: 86% (best in class) ROOTs not Progressive yet but this turnaround is REAL"
X Link 2025-09-09T22:58Z [--] followers, [----] engagements
"@bjmtweets Agreed. If you had to choose $ROOT or $LMND for the next [--] years which would you pick & why"
X Link 2025-09-10T17:40Z [--] followers, [---] engagements
"$ROOT has turned profitable while $LMND is still burning cash. The contrast couldnt be clearer 👇"
X Link 2025-09-10T22:23Z [--] followers, [---] engagements
"Valuation Still cheap imo. PE ratio: [--] PS ratio: [--] Revenue growth: +32.4% YoY Net income: went from $83.8M +$84.2M in just one year Thats insane operating leverage"
X Link 2025-09-10T22:23Z [--] followers, [---] engagements
"What excites me most is their data flywheel: Every mile driven feeds $ROOT's telematics. More data smarter pricing lower loss ratios stronger combined ratios more market share. Thats a real moat if they keep executing"
X Link 2025-09-10T22:23Z [--] followers, [---] engagements
"Now compare with $LMND 👇 Still losing money ($204M last quarter) Combined ratio 100% (underwriting is unprofitable) Diversified across renters pet life and auto but none are driving profitability yet Theyre making strides but its a riskier bet"
X Link 2025-09-10T22:23Z [--] followers, [---] engagements
"This doesnt mean $LMND has to lose for $ROOT to win. Theyre playing different games: $LMND = all-in-one insurance company. $ROOT = laser-focused on auto with a shot at dominating the hardest segment. Focus is an advantage"
X Link 2025-09-10T22:23Z [--] followers, [---] engagements
"Another key difference expense control. $ROOT has shown they can keep costs in check while scaling. $LMND grows fast but their expenses grow just as fast and theyre still bleeding. One is already profitable. The other is still chasing it"
X Link 2025-09-10T22:23Z [--] followers, [---] engagements
"Thats why my conviction is stronger in $ROOT. Its not just about growth. Its about turning growth into profitable growth and $ROOT is showing they can do it"
X Link 2025-09-10T22:23Z [--] followers, [---] engagements
"Thats my take on $ROOT vs $LMND. Which side are you on"
X Link 2025-09-10T22:23Z [--] followers, [---] engagements
"$ROOT is a disruptor & $CB is an established incumbent in the industry. They are [--] completely different plays from an investors perspective. $ROOT is a young growth company disrupting a slow-moving industry with attractive fundamentals. This can be enticing for growth investors. $CB is one of the largest insurers in the world that grows revenues slow & steady. The potential upside is much lower compared to $ROOT but it also comes with far lower risk. $CHUBB is more of a wealth preserver than a wealth builder"
X Link 2025-09-11T15:46Z [--] followers, [--] engagements
"📊 $ROOT vs. $CB: David vs. Goliath in Insurance. Two very different businesses but which one makes more sense for your portfolio right now Lets break it down 👇"
X Link 2025-09-11T15:50Z [--] followers, [---] engagements
"On one side: Chubb $CB $100B+ market cap [----] combined ratio (elite underwriting) 57% revenue growth 1.4% dividend yield Chubb is the definition of safe consistent compounding"
X Link 2025-09-11T15:50Z [--] followers, [--] engagements
"On the other side: Root $ROOT Lost nearly $500M in [----] Now posting [--] straight profitable quarters in [----] Revenue back to double-digit growth (32.4% YoY) AI + telematics driving a data flywheel moat $ROOT is the definition of a turnaround story"
X Link 2025-09-11T15:50Z [--] followers, [--] engagements
"Heres the key difference in their models: $CB = traditional underwriting + global scale built for stability. $ROOT = high operating leverage + tech-first model built for disruption"
X Link 2025-09-11T15:50Z [--] followers, [--] engagements
"For investors it comes down to this: $CB = stability dividends wealth preservation $ROOT = innovation risk/reward asymmetric upside"
X Link 2025-09-11T15:50Z [--] followers, [--] engagements
"One is a steady compounder the other is a potential disruptor. So the real question is: Which would you rather hold today $ROOT or $CB"
X Link 2025-09-11T15:50Z [--] followers, [--] engagements
"Decisions indeed. I have been looking into $ROOT quite heavily over the past week and it's looking super enticing. They are disrupting a slow-moving industry with lots of operating leverage and a recent flip to profitability. It's also trading at an [--] pe ratio [--] pa ratio and [---] peg ratio. I very well may start a position sometime soon"
X Link 2025-09-11T20:22Z [--] followers, [---] engagements
"$ADBE just came in with a DOUBLE BEAT: - Revenue of $5.988B vs $5.91B (1% beat - up 11% YoY) - EPS of $5.31 vs $5.18 Exp (3% beat - up 14% YoY) Earnings call is live at 5:00pm EST will you be tuning in"
X Link 2025-09-11T20:28Z [--] followers, [---] engagements
"@andycyau You're carrying the boats🙌"
X Link 2025-09-11T23:59Z [--] followers, [--] engagements
"@KabraxFX LFG $ROOT is firing on all cylinders"
X Link 2025-09-14T15:24Z [--] followers, [---] engagements
"📊 $ROOT isnt the same company it was in [----]. Revenue is scaling past $1B while expenses stay controlled. Heres why the numbers show a business turning the corner 🧵👇"
X Link 2025-09-15T19:06Z [--] followers, [----] engagements
"First expenses (TTM): Back in [----] $ROOT was burning cash with expenses over $500M+. Since then Expenses have been cut in half and stabilized. Theyre running leaner without losing momentum"
X Link 2025-09-15T19:06Z [--] followers, [---] engagements
"Now revenue (TTM): From flatlining around $300M between [--------] $ROOT's revenue exploded in [----] crossing $1B+ at peak. Thats massive topline growth in just [----] months"
X Link 2025-09-15T19:06Z [--] followers, [---] engagements
"This combo = operating leverage in action. 👉 Revenue up 👉 Expenses flat Thats exactly what you want to see when a company shifts from survival mode to scaling mode"
X Link 2025-09-15T19:06Z [--] followers, [--] engagements
"ROOTs story today: ✅ Revenue growth accelerating ✅ Expenses disciplined ✅ Path toward sustainable profitability The market is starting to notice but the numbers speak louder"
X Link 2025-09-15T19:06Z [--] followers, [--] engagements
"Negativity sells. Thats why market crash incoming videos pull way more views than the boring everythings fine updates. Fear pays and the media knows it. (1/5)🧵"
X Link 2025-09-16T22:51Z [--] followers, [--] engagements
"🚘 $ROOT quietly one of the wildest turnarounds in the market - P/S: [---] - P/E: [--] - Forward P/E: [--] - SBC-Adj. FCF Yield: 12.53% - 2Y Revenue CAGR: 88% This is a $1.5B auto insurer that just went from losses ➝ real profits while the $300B+ industry still bleeds cash. If they can keep underwriting profitable and scale partnerships Wall Street has to rerate it higher. The question now: is the market still underestimating this story"
X Link 2025-09-17T18:43Z [--] followers, [----] engagements
"Margin: The Not-So Silent Portfolio Killer ⚠ Everyone loves to talk about the upside of using margin But the downside is what nobody talks about and its the reason margin has destroyed more accounts than its ever built. (1/5)🧵"
X Link 2025-09-23T17:08Z [--] followers, [--] engagements
"Take [----] as an example. Markets were euphoric money was flowing and thousands of new traders were piling into tech stocks like $TSLA & $META on margin. They doubled and tripled their accounts on the way up. But when the market turned in [----] Leverage crushed them. (2/5)"
X Link 2025-09-23T17:08Z [--] followers, [--] engagements
"@SixSigmaCapital $ROOT"
X Link 2025-10-10T03:46Z [--] followers, [---] engagements
"Of course thats gross revenue not profit. $AMD will most likely spread this out over multiple quarters. But even with that its a strong signal that $AMD's next-gen chips are earning real trust at hyper-scale levels. (5/7)"
X Link 2025-10-14T22:41Z [--] followers, [--] engagements
"This also adds more credence to $AMD's existing OpenAI deal where theyre set to supply GPUs for multi-gigawatt AI clusters starting in [----]. With $ORCL and OpenAI both aligning with $AMD its clear that demand for alternatives to $NVDA is accelerating and $AMD is positioning itself right in the middle of that shift. (6/7)"
X Link 2025-10-14T22:41Z [--] followers, [--] engagements
"@HolySmokas Without a market crash. $300+. I'm bullish"
X Link 2025-10-14T23:25Z [--] followers, [---] engagements
"Investors are bullish because this opens up a huge new market with high demand and little competition similar to when Hims expanded into weight loss. (5/7)"
X Link 2025-10-15T21:56Z [--] followers, [--] engagements
"$ROOT looks like an incredible opportunity here. What do you think"
X Link 2025-09-08T15:35Z [---] followers, [---] engagements
"🚨 This $1.5B stock just posted back-to-back profits while its $300B+ industry continues to lose money. Heres why $ROOT might be the most slept-on turnaround play in the market.👇"
X Link 2025-09-08T19:02Z [---] followers, [---] engagements
"What does $ROOT do It's is a digital-first car insurer. It uses driving data and behaviour to set fair prices selling policies through its app and big partners like Hyundai and Experian. More partnerships = cheaper customer growth"
X Link 2025-09-08T19:02Z [---] followers, [--] engagements
"Industry Backdrop: The U.S. auto insurance market is huge with $359B in premiums in [----]. After years of heavy losses from inflation and claims profitability is now recovering. 👉 Combined ratio = claims + expenses premiums. 100% = profitable 100% = losing money 📊 Sept 25' Industry Average: 102% (unprofitable). 📊 $ROOT Q225: 94.2% (Profitable + More Efficient) [----] outlook: $ROOT expects its combined ratio to remain below 100% for the remainder of [----] reflecting continued underwriting discipline and operational improvements. Industry-wide profitability is expected to remain challenged"
X Link 2025-09-08T19:02Z [---] followers, [--] engagements
"Let's check out some numbers from the latest quarter (Q225): - Revenue: $382.9M (+32.4% YoY) ROOT is scaling fast growing much quicker than the industry. - GAAP EPS: $1.29 vs $0.52 YoY They swung from losses to real profits in just one year. - Net income: $22.0M $ROOT has officially crossed into profitability which proves the turnaround is real. - Adj. EBITDA: $37.6M Cash flow from operations is strengthening not just accounting profit. - Combined ratio: 94.2% vs. industry avg 102% $ROOT is writing insurance more efficiently than peers: profitable while the industry still loses money."
X Link 2025-09-08T19:02Z [---] followers, [--] engagements
"Scale & Mix: $ROOT has about 455k active policies (+12% YoY) showing steady growth. Nearly half of new customers (44%) now come from partnerships with companies like Hyundai Capital Experian Goosehead and Carvana a channel that has tripled YoY and makes growth cheaper & more scalable. https://twitter.com/i/web/status/1965128737562714244 https://twitter.com/i/web/status/1965128737562714244"
X Link 2025-09-08T19:02Z [---] followers, [---] engagements
"Valuation Check: - P/E (today): [--] - P/S (today): [----] - Forward P/E: [--] - Forward P/S: [----] For comps: - $LMND (insurtech peer): [--] sales - $PGR (legacy auto insurer): [---] sales 👉 $ROOT looks cheap on sales vs. $LMND but more in line with legacy insurers. On earnings the forward P/E (72) looks high. not because $ROOT is wildly overvalued but because analysts disagree on how durable its new profitability really is"
X Link 2025-09-08T19:02Z [---] followers, [---] engagements
"Balance Sheet: - Cash & investments: $641M ROOTs full pool of liquid assets. - Capital buffer: $314M the portion of that cash above regulatory requirements (free to use for growth). - Debt: $200M term loan manageable compared to cash. 👉 Translation: $ROOT has plenty of cash plus a healthy cushion after meeting insurance reserve rules giving it room to expand while keeping underwriting profitable (CR 100%). https://twitter.com/i/web/status/1965128741572444481 https://twitter.com/i/web/status/1965128741572444481"
X Link 2025-09-08T19:02Z [---] followers, [---] engagements
"Insiders & Ownership - Insiders (executives & directors): 11.6% ownership - Institutions: 57.8% ownership Insider stakes align leadership with performance; institutions show broad financial support but not total dominance"
X Link 2025-09-08T19:02Z [---] followers, [--] engagements
"Why the Market Could Be Wrong: - Most analysts arent sure if $ROOT's profits will last which is why estimates (and forward P/E) are all over the place. - But if $ROOT can keep its combined ratio in the mid-90s (profitable underwriting) and keep growing through partnerships earnings will stabilize. 👉 When earnings are consistent the market usually rewards that with higher multiples. Even moving from [--] sales today to 1.82.0 by [----] could mean significant upside. In plain English: If $ROOT proves profitability is durable the Street will have to re-rate the stock higher."
X Link 2025-09-08T19:02Z [---] followers, [--] engagements
"Analyst Targets: Wall Street is split on $ROOT. - Avg PT: $130 - KBW: $165 (cut from $170 after Q2) - UBS: $105 (cautious on growth) 👉 The debate: Can $ROOT keep growing policies while holding margins Bulls see a rerating skeptics worry profits may not stick"
X Link 2025-09-08T19:02Z [---] followers, [---] engagements
"My Take: $ROOT is a high-beta turnaround with real momentum. If it keeps underwriting disciplined (CR 100%) and partnerships keep scaling the upside is big. Risks are real but the payoff looks asymmetric. 👉 Whats your take bullish or bearish Let me know below"
X Link 2025-09-08T19:02Z [---] followers, [---] engagements
"@bjmtweets @summitcapitaI My pleasure Mind if I pick your brain about $ROOT I've only recently started looking into this company and it seems like an incredible opportunity. Disruptive companies are always worth looking into imo"
X Link 2025-09-08T20:14Z [---] followers, [---] engagements
"🚨 $ROOT jumped +8.7% to $100.74 today. UBS ($61$67) & Wells Fargo ($64$78) raised PTs but notice: 👉 Theyre upgrading into the $60s & $70s while $ROOT trades at $100+ still WELL below its 52W high of $181 Translation: analysts still lag the market. Investors are already pricing in more upside than Wall Street is willing to. https://twitter.com/i/web/status/1965154328458764706 https://twitter.com/i/web/status/1965154328458764706"
X Link 2025-09-08T20:44Z [---] followers, [---] engagements
"📊 Look at this turnaround $ROOT went from losing almost $500M in [----] to posting positive EBITDA in Q4 [----] and it hasnt stopped. By Q2 [----] EBITDA hit $37.6M and ROOT has now delivered [--] straight quarters of GAAP net income profitability. This matters because: ✅ Revenues are outpacing costs (real operating leverage) ✅ ROOT has pulled ahead of $LMND (still losing money) ✅ GAAP profitability proves the model isnt just accounting tricks its sustainable ✅ Consistent profits = stronger case for re-rating higher From massive losses to consistent profits this is a true operating turnaround. 🚀"
X Link 2025-09-08T21:19Z [---] followers, [----] engagements
"Three stocks I would buy right now: [--]. $AMD [--]. $AMZN [--]. $DUOL Three stocks I would buy in a dip: [--]. $GOOGL [--]. $META [--]. $NFLX Three stocks I wouldn't touch with a stick: [--]. $PLTR [--]. $RKLB [--]. $TSLA"
X Link 2025-09-17T15:26Z [---] followers, [---] engagements
"Bear Case: $30000 per chip (heavy bulk discount) Base Case: $37500 per chip (moderate discount) Bull Case: $45000 per chip (closer to list pricing) If $ORCL follows through on [-----] units thats a revenue range of: (3/7)"
X Link 2025-10-14T22:41Z [---] followers, [--] engagements
"$1.5B (bear) [-----] [-----] $1.875B (base) [-----] [-----] $2.25B (bull) [-----] [-----] That means anywhere between $1.5 and $2.25 billion could flow into $AMD's books starting in late [----] and thats just from one client. (4/7)"
X Link 2025-10-14T22:41Z [---] followers, [--] engagements
"$HIMS is heating up again after a massive move today. The stock jumped 16% after announcing a huge new expansion and it could be a game-changer for the company. (1/7)"
X Link 2025-10-15T21:56Z [--] followers, [---] engagements
"Hims & Hers just launched menopause and perimenopause treatments under its Hers brand offering women personalized hormone therapies like estradiol and progesterone through telehealth. (2/7)"
X Link 2025-10-15T21:56Z [--] followers, [--] engagements
"Execution will be key. Hims needs to deliver real results keep customers engaged and manage regulations. But if they pull it off this could be a massive long-term growth driver for $HIMS. (6/7)"
X Link 2025-10-15T21:56Z [--] followers, [---] engagements
"Big day for Hims & Hers. The business continues to evolve into one of the most exciting telehealth growth stories on the market. 🚀 Let me know your thoughts below"
X Link 2025-10-15T21:56Z [--] followers, [--] engagements
"The Turning Point: This Quiet Company Just Hit Escape Velocity🚀 This was the moment everything changed for Palomar - $PLMR Late [----] wasnt just another quarter. It was when their business model evolved and future growth kicked into another gear 👇 (1/9)"
X Link 2025-10-26T02:32Z [---] followers, [----] engagements
"Palomars business is now compounding faster stronger and safer. This is what true scalability looks like in real time (6/9)"
X Link 2025-10-26T02:32Z [---] followers, [---] engagements
"@wealthmatica just dropped a 30+ page report breaking down $PLMR's dual-engine flywheel growth strategy risk architecture TAM and full valuation models. You can find it in the comments below (7/9)"
X Link 2025-10-26T02:32Z [---] followers, [---] engagements
"If you enjoy breakdowns like this you can find more full stock analysis reports inside of our free Discord community We dont charge a dime for anything. Its just real research education and access to investors who want to get better 🤝 Link in my bio (8/9)"
X Link 2025-10-26T02:32Z [---] followers, [---] engagements
"To conclude: - $PLMR just showed what happens when a great business model finally scales. - Their risk is under control margins are expanding & profits are accelerating. This kind of inflection point doesnt come around often. Do you think the market is starting to catch on yet Let me know your thoughts below👇 (9/9)"
X Link 2025-10-26T02:32Z [---] followers, [---] engagements
"@wealthmatica All opportunities forsure I'm looking closely at $ROOT & $PLMR"
X Link 2025-10-27T22:17Z [---] followers, [--] engagements
"4 stocks I would buy today: - $AMZN - $AMD - $PLMR - $ZETA [--] stocks I would hold today: - $GOOGL - $META - $HIMS - $SOFI [--] stocks I would sell today: - $PLTR - $TSLA - $IONQ - $RKLB"
X Link 2025-10-27T22:53Z [---] followers, [---] engagements
"@TheRonnieVShow $ZETA is top tier. Reminds me of $PLTR in the early days before they flipped to profitability. but better ;)"
X Link 2025-10-27T22:54Z [---] followers, [---] engagements
"@contrarcap $ROOT is undervalued & growing rapidly"
X Link 2025-10-28T13:54Z [---] followers, [---] engagements
"@thexcapitalist Youre forgetting about $PLMR Dont sleep on this one seriously its 1000% worth looking into"
X Link 2025-10-28T13:58Z [---] followers, [---] engagements
"@TacticzH $PLMR - it's worth a [--] minute dive I promise you'll keep researching"
X Link 2025-10-29T23:13Z [---] followers, [--] engagements
"@wealthmatica 3/5 for me. Interested in $ROOT as well"
X Link 2025-10-31T21:39Z [---] followers, [---] engagements
"Ive been buying $FUBO since [----]. I know how much the business was struggling then and I know how good (relatively) the business is starting to do with this new merger the stock price is the same place . The market can be irrational sometimes and thats when its opportune to take advantage of that irrationality Long $FUBO"
X Link 2025-11-04T01:29Z [---] followers, [---] engagements
"@wealthmatica @amitisinvesting @amitisinvesting Nick is Mr. ZETA himself he might know more about this company than David himself 🤣 In all seriousness I would LOVE to hear you two chat about $ZETA I think you would be extremely interested after the conversation"
X Link 2025-11-05T00:32Z [---] followers, [---] engagements
"@wealthmatica $PLMR 👀"
X Link 2025-11-07T21:16Z [---] followers, [---] engagements
"@contrarcap $CAKE over $CAVA"
X Link 2025-11-09T01:42Z [---] followers, [--] engagements
"@ReneSellmann $ZETA"
X Link 2025-11-09T23:03Z [---] followers, [---] engagements
"@Ashton_1nvests $ZETA"
X Link 2025-11-10T14:11Z [---] followers, [---] engagements
"Stocks that I think are the best opportunities in the market today: - $ROOT - $ZETA - $DUOL - $PLMR - $META"
X Link 2025-11-11T00:00Z [---] followers, [---] engagements
"$ZETA is quietly becoming a profit machine. EBIT margin: -3.3% 13.6% (20192024) aiming for 20% by [----] Efficiency + scale = major re-rating coming"
X Link 2025-11-11T00:23Z [---] followers, [----] engagements
"$DUOL now has a PE of [----] & a Forward PE of [--]. It's looking incredibly attractive after this re-rating especially considering they're growing revenues 40% FCF 50% and they have a super strong balance sheet. Are you adding $DUOL at these levels"
X Link 2025-11-11T16:38Z [---] followers, [---] engagements
"@j_nikki67280 @WaltStreetPro @dividenddude Don't get me wrong I would absolutely love this. but this is also HIGHLY unlikely. I think $DUOL is a great buy where it is today"
X Link 2025-11-11T22:17Z [---] followers, [--] engagements
"@The_Bob_Gnarly @Mindset4Money_X Great buying opportunity. Investor day next week could be a catalyst depending on how it goes"
X Link 2025-11-12T00:30Z [---] followers, [--] engagements
"What are you buying today"
X Link 2025-11-14T15:52Z [---] followers, [---] engagements
"@investingwithac Love it Anthony I'm looking at adding to my $ZETA $PLMR & $CAKE position"
X Link 2025-11-14T16:41Z [---] followers, [---] engagements
"@wealthmatica This is ridiculous and nobody on Wall Street is looking at this. Once they truly realize the opportunity here the stock will move up and FAST"
X Link 2025-11-16T17:50Z [---] followers, [---] engagements
"@Ashton_1nvests $ZETA"
X Link 2025-11-17T03:01Z [---] followers, [---] engagements
"@JoshTradeOption $ZETA $25 - easy money"
X Link 2025-11-17T03:07Z [---] followers, [---] engagements
"@Mindset4Money_X $ROOT"
X Link 2025-11-17T03:14Z [---] followers, [--] engagements
"$META is only another 4.24% move down from hitting the 100EMA. This is a good entry point for $META in my opinion"
X Link 2025-11-17T16:21Z [---] followers, [----] engagements
"$DUOL is well below the 200EMA. Is this a buying opportunity or the death of the green bird"
X Link 2025-11-17T16:43Z [---] followers, [---] engagements
"I like the $AMD price target how exactly did you come up with that $ Check out my price projections below and let me know your thoughts: I used updated numbers provided directly from Lisa Su last week (over the next 3-5 years) which includes: 35% revenue CAGR 29% net income margin (35% operating margin w/ 14% tax rate = 29% net income margin) & $20 EPS. The 50-70 PE Ratio which gives us a PEG of [----] on the low and [----] on the high (0.97 mid point - fair value) was provided by me which I believe is fair for a company growing 35% top line & 60%+ bottom line. Come [----] this puts the stock price"
X Link 2025-11-18T00:09Z [---] followers, [---] engagements
"Lisa Su (CEO) $AMD stock price projections will blow your mind. Last week at $AMD's financial analyst day Lisa Su provided some 3-5 year expectations for the companies' future growth and they were extremely bullish (1/8)"
X Link 2025-11-18T00:45Z [---] followers, [----] engagements
"Expectations over the next 3-5 years: - Revenue CAGR of 35% - Operating Margin of 35% - EPS of $20 - Tax rate of 13-15% An operating margin of 35% and a tax rate of 14% give us a net profit margin of 29% (2/8)"
X Link 2025-11-18T00:45Z [---] followers, [---] engagements
"So we've got a 35% top-line CAGR a net profit margin of 29% and EPS of $20 come [----]. This will give us a net income CAGR of 61.5% That deserves a 50-70 PE Ratio in my opinion here's why: (3/8)"
X Link 2025-11-18T00:45Z [---] followers, [---] engagements
"Even with a 50-70 PE $AMD is fairly valued based on PEG ratio: PEG = PE / Earnings Growth - Low: [--] / [---] = [----] - Mid: [--] / [----] = [----] - High: [--] / [----] = [----] A PEG ratio [--] is deemed undervalued =1 is deemed fairly valued and [--] is deemed overvalued. each low mid and high point represent each scenario hence why I believe these numbers are fair. (4/8)"
X Link 2025-11-18T00:45Z [---] followers, [---] engagements
"After taking all of that information into account my price projections (based on Lisa Su's guidance) will give us a stock price CAGR of 40.3% on the low end ($1003.20) and 52.6% on the high end ($1404.48). These numbers are based on a $258.89 price of $AMD which is a 7.3% drawdown to the current $240 stock price so I believe it's an even better deal here. My favourite part about these projections is that Lisa Su is a known sandbagger and we could see even better numbers that my base so let's look at my bull case: (5/8)"
X Link 2025-11-18T00:45Z [---] followers, [---] engagements
"For my bull case I use: - 40% Revenue CAGR - 70% Net Income CAGR - Gives us a 30.4% Net Profit Margin & a $24.34 EPS - 60-80 PE Ratio These numbers beat Lisa Su's guided expectations over the next 3-5 years. We get a CAGR of 54.1% on the low end ($1460.34) and 65.6% on the high end ($1947.12) I think this bull case has a 5-10% probability of playing out. Bear case next why don't we (6/8)"
X Link 2025-11-18T00:45Z [---] followers, [---] engagements
"For my bear case I use: - 25% Revenue CAGR - 35% Net Income CAGR - Gives us a Net Profit Margin of 19% & a $9.68 EPS - 30-40 PE Ratio These numbers would be an absolute failure for Lisa Su and the rest of the team over the next 3-5 years and we STILL make money. That's attractive Side note: 25% top-line & 35% bottom-line CAGR being a "failure" for a company over the next 3-5 years tells us how great of an opportunity it is that we have here with $AMD. We get a CAGR of 2.9% on the low end ($290.38) & a CAGR of 10.6% on the high end ($387.17) I think this bear case has a 5-10% chance of playing"
X Link 2025-11-18T00:45Z [---] followers, [---] engagements
"In conclusion I believe $AMD is still a generational buying opportunity and is one of the best risk-to-reward plays in the market today. For those of you interested I have personally built this price projection tool that will be available soon within my free investing community called "Summit Capital". You can join us using the link in my bio looking forward to seeing you inside Cheers & happy investing"
X Link 2025-11-18T00:45Z [---] followers, [---] engagements
"@dividenddude $ZETA by far and away"
X Link 2025-11-18T01:03Z [---] followers, [----] engagements
"@YodaStockInvest @summitcapitaI Agreed. and the potential stock price CAGR's are extremely attractive. $AMD is still a buy imo"
X Link 2025-11-18T16:47Z [---] followers, [--] engagements
"$ZETA without a doubt. What do they do $ZETA sits right at the crossroads of marketing technology (MarTech) and AI using advanced data and machine learning to help brands reach and engage customers more intelligently and efficiently This one would might be of interest to you because it reminds me a lot of $PLTR 2-3 years ago here's why: - Recent business model inflection point (Athena vs AIP) - 17th straight beat & raise quarter - It's likely that they flip to profitability next quarter (would've been profitable this quarter minus a one-off acquisition related expense) -FCF up 71% YoY - FCF"
X Link 2025-11-18T23:05Z [---] followers, [----] engagements
"$ZETA is stacking execution: [--] straight beat-and-raise quarters Profitability likely next quarter Wouldve already been profitable without a one-time acquisition charge FCF up 71% YoY FCF margin: 14% This is the same financial tightening $PLTR showed right before sentiment flipped. (2/8)"
X Link 2025-11-18T23:47Z [---] followers, [---] engagements
"More numbers that matter: Net loss down 80% YoY Revenue up 27% YoY FY26 guide of 20% excluding Marigold Add Marigolds $190M and FY26 growth jumps to 35% 120% NRR Rule of [--] score: 43% This is real operating momentum not hype. (3/8)"
X Link 2025-11-18T23:47Z [---] followers, [--] engagements
"Valuation is still cheap for the growth youre getting: Forward PE: [--] PS: [---] PEG ratio: [----] Balance sheet: $1.1B assets vs $461M liabilities Founder-led. Massive proprietary data cloud. And ZMP is a true end-to-end platform like AIP. (4/8)"
X Link 2025-11-18T23:47Z [---] followers, [--] engagements
"Headwinds There are really only two and both look manageable: SBC: falling fast. Management expects SBC as a % of revenue to drop from 8% in FY25 to 5% in FY27. FCF is rising even faster guided to grow another 61% in FY26. SBC becomes irrelevant over time. (5/8)"
X Link 2025-11-18T23:47Z [---] followers, [--] engagements
"Lawsuit: tied to revenue recognition. An out-of-court settlement is widely anticipated. Once its behind them the removal of uncertainty becomes a tailwind. (6/8)"
X Link 2025-11-18T23:47Z [---] followers, [--] engagements
"@bankersguide @HolySmokas Are you talking about $ZETA or $PLTR"
X Link 2025-11-18T23:55Z [---] followers, [---] engagements
"Why I think $ZETA today is exactly where $PLTR was in Q3/Q4 [----]. $PLTR had its AIP moment. $ZETA is hitting the same kind of inflection and the setup looks almost identical. Let me explain. (1/8)"
X Link 2025-11-19T00:06Z [---] followers, [---] engagements
"$ZETA is stacking execution: [--] straight beat-and-raise quarters Profitability likely next quarter Wouldve already been profitable without a one-off acquisition charge FCF up 71% YoY FCF margin: 14% This is the same financial tightening $PLTR showed right before sentiment flipped. (2/8)"
X Link 2025-11-19T00:06Z [---] followers, [---] engagements
"More numbers that actually matter: Net loss down 80% YoY Revenue up 27% YoY FY26 guide: 20% excluding Marigold Add Marigolds $190M and FY26 growth jumps to 35% 120% NRR Rule of 40: 43% This is real operating momentum not hype. (3/8)"
X Link 2025-11-19T00:06Z [---] followers, [--] engagements
"Valuation is still cheap relative to the growth: Forward PE: [--] PS: [---] PEG: [----] Balance sheet: $1.1B assets vs $461M liabilities Founder-led. Massive proprietary data cloud. And ZMP is a true end-to-end platform not stitched together. (4/8)"
X Link 2025-11-19T00:06Z [---] followers, [--] engagements
"Headwinds Two and both look manageable: SBC: falling quickly. Management expects SBC as a % of revenue to drop from 8% in FY25 to under 5% in FY27. FCF is rising even faster with another 61% growth guided for FY26. SBC becomes irrelevant over time. (5/8)"
X Link 2025-11-19T00:06Z [---] followers, [--] engagements
"Lawsuit: tied to revenue recognition. Most expect an out-of-court settlement. Once that cloud is gone the removal of uncertainty becomes a real tailwind. (6/8)"
X Link 2025-11-19T00:06Z [---] followers, [--] engagements
"Heres the bigger picture: Founder-led High NRR Rising FCF Declining SBC Strong balance sheet End-to-end platform Clear profitability path No true 1:1 competitor AI + data moat Large TAM Its the same checklist $PLTR hit right before AIP re-rated the business. (7/8)"
X Link 2025-11-19T00:06Z [---] followers, [---] engagements
"$PLTR's catalyst was AIP. $ZETA's catalyst is Athena the AI layer that sits on top of ZMP and turns natural-language questions into actions insights and workflows. Different companies. Same setup: A major AI inflection + accelerating fundamentals + customer ROI that forces the market to revalue the company. This looks a lot like $PLTR in late [----] just earlier in the curve"
X Link 2025-11-19T00:06Z [---] followers, [---] engagements
"@bankersguide @HolySmokas What makes you think $ZETA is overvalued here Did you even read what I sent above"
X Link 2025-11-19T10:52Z [---] followers, [---] engagements
"@YodaStockInvest Where's $ZETA"
X Link 2025-11-19T22:07Z [---] followers, [---] engagements
"$NVDA just crushed Q3 [--] earnings 🚀 SOLD OUT of Blackwell GPUs honestly do I even need to say anything else The biggest fear in this entire AI build-out has been oversupply building too much compute without enough demand. Jensen basically said the opposite: they cant build GPUs fast enough. This isnt just good for $NVDA. Its a massive signal for the entire AI + tech ecosystem"
X Link 2025-11-19T22:36Z [---] followers, [---] engagements
"Blowout numbers: EPS: $1.30 vs $1.26 (+60% YoY) Revenue: $57.0B vs $55.09B (+62% YoY) The demand story is very real"
X Link 2025-11-19T22:36Z [---] followers, [--] engagements
"But heres the part that jumped out to me the most: $NVDA guided Q4 FY26 revenue to $65B 2%. Wall St was expecting $61.98B. Thats a $3B beat on guidance alone. Absolutely insane for a company this size"
X Link 2025-11-19T22:36Z [---] followers, [---] engagements
"What a quarter for $NVDA. Congrats to all shareholders AI infrastructure demand is nowhere near slowing down"
X Link 2025-11-19T22:36Z [---] followers, [---] engagements
"@GrindeOptions MarTech - $ZETA"
X Link 2025-11-20T02:37Z [---] followers, [---] engagements
"The Business Model $NBIS doesn't sell chatbots they own the essential real estate They build & run the huge highly specialized data centers full of powerful Nvidia GPUs that $MSFT $META and the other giants must rent to train their advanced models If AI wins Nebius wins. It's that simple 2/5"
X Link 2025-12-03T16:47Z [---] followers, [---] engagements
"Hyper-Growth Metrics The demand is crushing current supply: - Revenue Growth: Exploding at +355% in the last reported quarter. - Massive Contracts: They've already signed multi-billion-dollar deals that guarantee revenue years out. - The Target: Management is aiming for a $7B to $9B annual sales run rate by late [----]. This is the number that defines the opportunity. 3/5"
X Link 2025-12-03T16:47Z [---] followers, [--] engagements
"The Risks - Aggressively spending billions on new construction (CapEx) - This means high debt and constantly needing new capital which brings the risk of share dilution and extreme volatility I believe the massive cost is simply the price of admission to capture this generational market opportunity 4/5"
X Link 2025-12-03T16:47Z [---] followers, [--] engagements
"The Problem Solved $HIMS launched Labs for diagnostics. The biggest adoption hurdle Getting blood The YourBio device removes the pain anxiety and inconvenience associated with traditional blood collection. User experience win ✅ 2/7"
X Link 2025-12-03T18:35Z [---] followers, [--] engagements
"The Vertical Moat $HIMS is now fully verticalized across the entire supply chain: - Consultation (Telehealth) - Prescription (Own Pharmacy) - Collection (Own YourBio Tech) Total control over quality speed and cost. 3/7"
X Link 2025-12-03T18:35Z [---] followers, [--] engagements
"Unlocking New Categories Easy at-home collection is vital for long-term health monitoring (e.g. hormone support chronic care) This acquisition dramatically accelerates $HIMS's ability to push into higher-value monitored treatment categories🚀 5/7"
X Link 2025-12-03T18:35Z [---] followers, [--] engagements
"The Deal Structure: All-cash transaction Funding: Paid for using $HIMS's existing balance sheet Key Asset: YourBio's CEO and Chief Scientific Officer are joining the $HIMS team integrating critical expertise 6/7"
X Link 2025-12-03T18:35Z [---] followers, [--] engagements
"$HIMS is making the hardest part of at-home healthcare simple which drives higher retention and long-term subscription value. This is a long-term growth catalyst Do you agree this is a game-changer or is the valuation of YourBio too steep 👇 7/7"
X Link 2025-12-03T18:35Z [---] followers, [--] engagements
"@TheRonnieVShow Wall Street is late as always. that's the name of the game. Long $ZETA"
X Link 2025-12-04T00:01Z [---] followers, [---] engagements
"$CELH is a buy here. No question about it from me. The stock TANKED after a super solid quarter but there was a one-time charge that Pepsi is paying IN FULL yet it had to be placed on their income statement for GAAP measures. Complete overreaction that this stick price has gotten hammered. Not to mention the recent acquisition of Alani & Rockstar. I mean come on. And the fundamentals back it up too if you dig deeper back the first later of financial statements. [----] is going to set the tone for the next 3-5 years in my opinion and I think it's going to be big"
X Link 2025-12-04T00:05Z [---] followers, [---] engagements
"3 stocks I would buy and not touch for the next [--] years: [--]. $AMZN [--]. $META [--]. $ZETA What about you"
X Link 2025-12-04T00:08Z [---] followers, [---] engagements
"$SOFI DOESN'T MAKE THE S&P [---] SO I'M SELLING 📉 Wait before you panic-click the replies. that was just the headline. The long-term thesis is 100% intact. Inclusion would have been a great catalyst but we stick to the fundamentals. Here's why this changes nothing for SOFI investors. A thread 🧵 1/4"
X Link 2025-12-06T01:26Z [---] followers, [---] engagements
"I may or may not have gotten a sneak peak and it is a MUST WATCH for anyone invested in and/or wanting to learn more about $ZETA David is an amazing CEO & I really enjoyed the interview. I learnt a ton about the opportunity that presents itself for this incredible company over the next 5-10 years + and I couldnt be a happier shareholder. Side note: first public Wealthmatica face reveal hes even sillier looking than I thought"
X Link 2025-12-06T01:51Z [---] followers, [---] engagements
"@TheRonnieVShow Wealthmatica = $ZETA quant"
X Link 2025-12-06T15:07Z [---] followers, [---] engagements
"@wealthmatica This is some next level DD and it sounds like the puzzle pieces fall into place. You very well could be onto something here 👀 and this would be FANTASTIC news for $ZETA if youre right on this"
X Link 2025-12-07T14:54Z [---] followers, [----] engagements
"@wealthmatica You me and every single $ZETA shareholder out there"
X Link 2025-12-07T16:17Z [---] followers, [---] engagements
"Spotify Wrapped Nah Blossom Wrapped🌸 My top [--] positions in [----] were: [--]. $NBIS [--]. $PLTR [--]. $FUBO [--]. $MNMD [--]. $AMD Im thinking about selling it all to pay for a 1-week luxury yacht charter thoughts"
X Link 2025-12-12T01:47Z [---] followers, [----] engagements
"If you were to go ALL IN on [--] stock for the next 3-5 years which would it be I would pick $AMD without a doubt"
X Link 2025-12-12T12:06Z [---] followers, [--] engagements
"$AVGO down 6% after hours after reporting Q4 Earnings: - Revenue up 28% to over $18B (primarily driven by AI Semi Revenue up 74% YoY) - Expects AI Revenue to double YOY in Q1 [----] to $8.2B - Net Income up 39% to $8.5B (47.28% Net Profit Margin) - Adjusted EBITDA up 34% to $12.2B - $7.7b FCF in the quarter up 37% YoY - Increasing quarterly dividend by 10% in [----] Earnings look solid to me what's got the stock down AH"
X Link 2025-12-12T12:34Z [---] followers, [---] engagements
"@haddad_jac79558 $ZETA would have been GAAP profitable if you take out the one-time acquisition related expense of Marigold Id load up now"
X Link 2025-12-13T15:55Z [---] followers, [---] engagements
"Just checking my portfolio today $AMD $ZETA $NBIS $META $AMZN All [--] of these stocks are still undervalued. Thank you for your time"
X Link 2025-12-13T18:09Z [---] followers, [---] engagements
"@YodaStockInvest Agreed. Maybe $RKLB $ASTS though thats a tough one"
X Link 2025-12-13T21:06Z [---] followers, [----] engagements
"🧵 From an $AMZN investors perspective the OpenAI + Trainium angle matters WAY more than people think. This isnt about selling chips its about protecting AWSs long-term dominance in the AI era 1/9"
X Link 2025-12-17T14:41Z [---] followers, [---] engagements
"@Mindful_Invest_ @TheLongInvest We were early however Im skeptical about [----] for PLTR. Valuations are HIGH & perfection is priced in they need to execute way above expectations in order to continue to see stock price appreciation. Time will tell Ill continue to hold my shares"
X Link 2025-12-17T16:18Z [---] followers, [--] engagements
"$10000 invested into $AMD [--] years ago would yield a 7070% gain and be worth $717000 today. Lisa su is the 🐐 https://twitter.com/i/web/status/2003892824975028249 https://twitter.com/i/web/status/2003892824975028249"
X Link 2025-12-24T18:17Z [---] followers, [----] engagements
"@AwareWealth I know you own $NBIS what about $ZETA"
X Link 2025-12-24T18:32Z [---] followers, [---] engagements
"$MA is quietly trading at a FCF yield we havent seen in years relative to its cash generation. That yield only matters if long-term payment volume growth holds up Are you picking this one up in 2026"
X Link 2025-12-24T18:41Z [---] followers, [---] engagements
"@alexcapital01 $NBIS + $ZETA 🤝"
X Link 2025-12-24T18:42Z [---] followers, [----] engagements
"$NBIS is valued at 2.87x Forward ARR [-----] MC / $8B Exp. Forward ARR (middle of guidance) = [----] $NBIS at 2.87x Forward ARR is cheap vs hybrid AI infra competitors I believe a re-rating towards 4-5x ARR is conservative over the next 1-2 years"
X Link 2025-12-24T18:56Z [---] followers, [---] engagements
"Im thinking about selling half of my $PLTR position Ive been buying since $6-7 and Im up over 1000% in my shares right now. I started off with [---] shares and have [--] left (lots of profits have been taken from $80-$200). It is currently my biggest holding at 10.55% of the portfolio. Ive made a boat of money in this stock and I still believe in the business/fundamentals but the valuation is insane and valuations matters. Let me know your thoughts below"
X Link 2025-12-27T03:24Z [---] followers, [---] engagements
"$ADBE here is CHEAP: - 11% top-line growth YoY - 14% EPS growth YoY - $12B buybacks in FY 25' - 6.65% FCF Yield - [--] Forward PE Are you buying $ADBE here"
X Link 2025-12-27T16:58Z [---] followers, [----] engagements
"My top picks for 2026: [--]. $ZETA [--]. $AMD [--]. $NBIS [--]. $FUBO [--]. $HIMS Honourable mentions: [--]. $META [--]. $AMZN [--]. $SOFI [--]. $DUOL [--]. $CELH"
X Link 2025-12-27T17:17Z [---] followers, [----] engagements
"For [----]. $AMD $NVDA $HIMS $NVO $NBIS $IREN $ZETA $CRM $ADBE $GOOG $CELH $MNST $SNAP $META"
X Link 2025-12-27T17:19Z [---] followers, [----] engagements
"Why $ZETA's "Net Loss" is actually bullish. $ZETA posted a $3.6M GAAP loss in Q3 25' - but that headline is misleading. 1/4"
X Link 2025-12-27T17:57Z [---] followers, [----] engagements
"That loss includes $45.6M in SBC & a 1-time $6.5M acquisition-related expense. Remove the 1-time expense and $ZETA earns $2.9M in GAAP Net Income in Q3 25' Remove both SBC & 1-time expense and $ZETA earns $37.4M 2/4"
X Link 2025-12-27T17:57Z [---] followers, [---] engagements
"The bottom line is the business itself is profitable📌 This matters for a few reasons: [--]. Many Wall Street funds can only buy profitable companies. Flipping to profitability opens the door to new institutional buyers for $ZETA [--]. Historically a companies stock will often experience multiple expansion more Wall St analyst coverage and stronger price momentum when flipping from net loss to net profitable 3/4"
X Link 2025-12-27T17:57Z [---] followers, [---] engagements
"This is how fundamentals quietly improve before the stock reacts. Profitability isnt the finish line its often where institutional demand starts. I want to hear from the BEARS Why wouldn't you buy $ZETA here Let me know below 4/4"
X Link 2025-12-27T17:57Z [---] followers, [---] engagements
"@TheEUInvestor Im a big fan of $META"
X Link 2025-12-27T21:40Z [---] followers, [--] engagements
"@rokajoska @TheRonnieVShow For stock price performance in [----] I dont think its a long shot. $GOOG s year was [----]. I believe $ADBE will experience a Google-type move in [----] as they continue to beat expectations for their numbers"
X Link 2025-12-27T21:41Z [---] followers, [--] engagements
"My thesis is pretty simple on $FUBO post-merger with Hulu+ Live TV will bring a massive number of subscribers lower backend costs a healthier balance sheet higher margins and an eventual flip to profitability. The business is in a MUCH better place now than it was [--] years ago yet the stock price has stayed around the same levels (aside from the MASSIVE jump we had back in January when this merger was first announced). Its a high risk high reward play and thats why it remains a small allocation in my portfolio. https://twitter.com/i/web/status/2005287261328289851"
X Link 2025-12-28T14:38Z [---] followers, [---] engagements
"$DUOL's stock price has been disconnected from it's Free Cash Flows. Since Q2 2024: - FCF up 58% TTM - Stock price is down 7% On top of that the stock price is down 66.4% from it's all-time high of $540 no more than [--] months ago. Stock prices eventually follow fundamentals so the market can ignore reality for a bit but it won't do it forever Are you buying $DUOL here https://twitter.com/i/web/status/2005294687590985961 https://twitter.com/i/web/status/2005294687590985961"
X Link 2025-12-28T15:08Z [---] followers, [----] engagements
"Meta vs Google From today's price which stock will perform better over the next [--] years $META = $663 $GOOG $GOOGL = $315"
X Link 2025-12-28T15:15Z [---] followers, [----] engagements
"@summitcapitaI @qualtrim Agreed especially after the massive run $GOOG on gone on this year Although $GOOG still only has a forward PE of [--] with 15% top-line & 33% bottom-line growth while buying back shares at a faster clip than $META"
X Link 2025-12-28T15:22Z [---] followers, [---] engagements
"@LongInnovation @fantstockleague @lynch_legacy @cidman00 @ant_trading1 @TheFinPitch $ZETA all day"
X Link 2025-12-29T18:10Z [---] followers, [---] engagements
"For 2026: $ZETA $ADBE $AMD $ASML $MA $V $META $GOOG $AMZN $WMT $CAKE $CAVA $FUBO $DIS Thoughts"
X Link 2025-12-30T04:08Z [---] followers, [---] engagements
"$AMD "Were two years into a ten-year super cycle. This is not a bubble. Computing allows you to unlock more and more levels of intelligence there is no one killer model; there are multiple models optimized for different use cases. - Lisa Su"
X Link 2025-12-30T22:18Z [---] followers, [---] engagements
"$NKE CEO ELLIOTT HILL BUYS [-----] SHARES YESTERDAY @ $61.10/SHARE INCREASING HIS STAKE BY 7.3% $NKE +2% AFTER-HOURS LFG"
X Link 2025-12-30T22:25Z [---] followers, [---] engagements
"2. $ZETA Zeta Global - Agentic AI marketing underdog [--] straight beat & raises massive TAM flipping to profitability in 26'"
X Link 2025-12-31T12:29Z [---] followers, [---] engagements
"3. $NBIS Nebius Group - Full stack AI cloud infrastructure play massive grower trading at 1.5-3x Forward ARR incredible amount of demand"
X Link 2025-12-31T12:29Z [---] followers, [---] engagements
"$AMZN is a stock to buy and hold for the next decade after lagging the Mag7 this year You're essentially buying an ETF with the amount of different businesses they own Trading at 29X Forward earnings. $AMZN is a buy. Amazons [----] thesis is simple: - Ads = 29% 5Y CAGR - AWS = 20% YoY growth rate As AWS re-accelerates and Ads execute operating leverage expands. $AMZN https://t.co/Vbk4Jy86D5 Amazons [----] thesis is simple: - Ads = 29% 5Y CAGR - AWS = 20% YoY growth rate As AWS re-accelerates and Ads execute operating leverage expands. $AMZN https://t.co/Vbk4Jy86D5"
X Link 2025-12-31T12:35Z [---] followers, [---] engagements
"@EndicottInvests Yes yes and finally yes. $ZETA will double in 2026"
X Link 2025-12-31T14:03Z [---] followers, [---] engagements
"@TheRayMyers [----] is going to be EPIC for $ZETA shareholders"
X Link 2025-12-31T14:05Z [---] followers, [---] engagements
"$ZETA is a $50 stock trading at $20 $AMD is a $600 stock trading at $215 $NBIS is a $250 stock trading at $85 $SOFI is a $75 stock trading at $26 $CELH is a $100 stock trading at $46 $TSLA is a $200 stock trading at $450"
X Link 2025-12-31T14:08Z [---] followers, [---] engagements
"@amitisinvesting $ZETA is the stock of [----]. Nice pick Amit"
X Link 2025-12-31T14:12Z [---] followers, [---] engagements
"@YodaStockInvest $ZETA"
X Link 2025-12-31T14:18Z [---] followers, [--] engagements
"@GrowthThesis @summitcapitaI @qualtrim Thanks KJ Which one is your favourite for 2026"
X Link 2025-12-31T14:56Z [---] followers, [--] engagements
"$CELH completed some big acquisitions this year including Alani & Rockstar. Rockstar is a good addition but Alani is the next best thing and will tremendously help out growth rates for the company. Not to mention the Celsius brand is absolutely killing it right now as well. Keep researching Celsius I promise its worth it https://twitter.com/i/web/status/2006381215553638751 https://twitter.com/i/web/status/2006381215553638751"
X Link 2025-12-31T15:05Z [---] followers, [--] engagements
"@StockSavvyShay No $ZETA $ADBE $CRM"
X Link 2025-12-31T15:07Z [---] followers, [---] engagements
"Happy New Years from Las Vegas🎰"
X Link 2026-01-01T10:27Z [---] followers, [---] engagements
"Not a bad performance in [----] considering the S&P [---] was up 16.5% [----] is going to be EXCITING In all honesty Im hoping for a pullback/correction give me some better deals please Mr. market🙏🏼"
X Link 2026-01-01T10:29Z [---] followers, [---] engagements
"@iqof160 100%. $CELH is set to hit the ground running in 2026"
X Link 2026-01-03T20:31Z [---] followers, [---] engagements
"WOW $ZETA announces a partnership with OpenAI to power Athena. +8.84% on the day & +8.95% after hours Congratulations $ZETA shareholders. This is only the beginning. This is HUGE I am excited to share that today at #CES2026 @ZetaGlobal announced that we are teaming up with @OpenAI to power Athena by Zeta. This collaboration reflects where enterprise marketing is headed: AI that goes beyond insights to help teams move faster and act https://t.co/wVvQgElkzA This is HUGE I am excited to share that today at #CES2026 @ZetaGlobal announced that we are teaming up with @OpenAI to power Athena by"
X Link 2026-01-05T22:05Z [---] followers, [---] engagements
"@MarketMatrixs $ZETA 👀"
X Link 2026-01-05T23:52Z [---] followers, [---] engagements
"@wealthmatica is ON IT with this $ZETA call Note: $ZETA wouldve been profitable if you disregard a $6.5M acquisition-related cost for Marigold Management also noted that they expect another $15-20M of Marigold acquisition-related expenses in Q4 so its unlikely we see $ZETA hit GAAP profitability next quarter Well see what they say about Q1 [--] Congratulations $ZETA shareholders Operation $ZETA has commenced. Here's the deal. Going into [----] I told everyone there is going to be THREE core catalysts for this year. Each one with the potential to move the stock double digits. Today we checked off"
X Link 2026-01-06T14:35Z [---] followers, [---] engagements
"Wrapping up 2025: My portfolio delivered a robust +43.4% return marking the third consecutive year of significant market outperformance 📈 Benchmarks for context: S&P 500: +16.4% Nasdaq (QQQ): +20.4% Dow Jones: +13% Excited for continued momentum in [----] 🚀 Account-level returns: TFSA: +31.86% Non-Registered: +59.01% FHSA: +57.6% RRSP: +12.6% See thread for weighted average calculation 🧵 https://twitter.com/i/web/status/2008576017913270314 https://twitter.com/i/web/status/2008576017913270314"
X Link 2026-01-06T16:26Z [---] followers, [---] engagements
"@TheRonnieVShow No way Jos. $ZETA is a LONG-term hold for me It's already grown into 11.3% of my portfolio (+48%) and I don't plan on selling any shares for years"
X Link 2026-01-06T16:35Z [---] followers, [---] engagements
"@wealthmatica @meetblossomapp Yea buddy. $ZETA is now my #1 position after the MASSIVE move we've had in the past day. excited to see where it is this time next year👀"
X Link 2026-01-06T17:43Z [---] followers, [--] engagements
"@Ashton_1nvests $MA"
X Link 2026-01-07T02:45Z [---] followers, [---] engagements
"$MA deep dive coming soon"
X Link 2026-01-07T17:42Z [---] followers, [--] engagements
"Why [----] specifically Because AI inference is exploding into hundreds of billions as training shifts to real-world deployment Inference TAM alone is projected to dominate the next wave of AI & cost/performance will matter more than ever $AMD is built for this moment"
X Link 2026-01-07T19:29Z [---] followers, [---] engagements
"Catalyst #1: MI350 + MI400 series ramp Rack-scale wins already locked with $ORCL $HPE OpenAI Open ecosystem + superior cost-efficiency = massive share gains incoming. Helios rack-scale architecture IS the future"
X Link 2026-01-07T19:29Z [---] followers, [---] engagements
"Catalyst #2: OpenAI Helios deal Multi-GW deployment starts 2H [----] = enormous locked-in inference volume. This isnt hype its contracted scalable demand Catalyst #3: China export resumption MI308/MI350 shipments unlocked = multi-billion revenue catalyst (even after tariffs)"
X Link 2026-01-07T19:29Z [---] followers, [---] engagements
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