#  @AdamoMancino Adam Mancino There is no news about Adam Mancino. The provided text appears to be a collection of tweets from various individuals discussing their stock holdings and market observations. The tweets mention several companies, including $STZ, $CG, $ADBE, $Roku, $SNAP, $ZG, and $PINS, but there is no information about Adam Mancino. ### Engagements: [-----] [#](/creator/twitter::257489716/interactions)  - [--] Week [-------] +11% - [--] Month [-------] +281% - [--] Months [-------] +61% - [--] Year [---------] -2.50% ### Mentions: [--] [#](/creator/twitter::257489716/posts_active)  - [--] Week [---] +37% - [--] Month [---] +80% - [--] Months [-----] +54% - [--] Year [-----] +16% ### Followers: [-----] [#](/creator/twitter::257489716/followers)  - [--] Week [-----] +0.04% - [--] Month [-----] +0.47% - [--] Months [-----] +3.80% - [--] Year [-----] +13% ### CreatorRank: [-------] [#](/creator/twitter::257489716/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 75.81% [technology brands](/list/technology-brands) 39.07% [finance](/list/finance) 25.12% [cryptocurrencies](/list/cryptocurrencies) 5.12% [fashion brands](/list/fashion-brands) 5.12% [social networks](/list/social-networks) 3.72% [exchanges](/list/exchanges) 0.93% [gaming](/list/gaming) 0.47% **Social topic influence** [lyft](/topic/lyft) #54, [$intu](/topic/$intu) #53, [$lyft](/topic/$lyft) #12, [$hims](/topic/$hims) #164, [$mbly](/topic/$mbly) #2, [$zg](/topic/$zg) #2, [$dkng](/topic/$dkng) #181, [$pypl](/topic/$pypl) #921, [$pins](/topic/$pins) #32, [$khc](/topic/$khc) #10 **Top accounts mentioned or mentioned by** [@cperruna](/creator/undefined) [@thepupofwallst](/creator/undefined) [@travishoium](/creator/undefined) [@qualityinvest5](/creator/undefined) [@richardhurtz87](/creator/undefined) [@alc2022](/creator/undefined) [@peacetee2021](/creator/undefined) [@scrolltroll2023](/creator/undefined) [@thelonginvest](/creator/undefined) [@cnbc](/creator/undefined) [@cleanmoney86](/creator/undefined) [@richard_hurtz87](/creator/undefined) [@celo](/creator/undefined) [@mukund](/creator/undefined) [@thebigshorty3](/creator/undefined) [@coinviction](/creator/undefined) [@ticketinsider](/creator/undefined) [@davidrisher](/creator/undefined) [@cheri8891](/creator/undefined) [@jackravager](/creator/undefined) **Top assets mentioned** [Intuit Inc. (INTU)](/topic/$intu) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [Zillow Group, Inc. (ZG)](/topic/$zg) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Pinterest, Inc. (PINS)](/topic/$pins) [Kraft Heinz Co (KHC)](/topic/$khc) [Adobe, Inc. (ADBE)](/topic/$adbe) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Snap, Inc. (SNAP)](/topic/$snap) [Duolingo, Inc. (DUOL)](/topic/$duol) [Maplebear Inc. (CART)](/topic/$cart) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Roblox Corp. (RBLX)](/topic/$rblx) [Birkenstock Holding plc (BIRK)](/topic/$birk) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Nike Inc (NKE)](/topic/$nke) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Block, Inc. (XYZ)](/topic/$xyz) [DisChain (DIS)](/topic/$dis) [UiPath, Inc. (PATH)](/topic/$path) [Waste Management, Inc. (WM)](/topic/$wm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Celo (CELO)](/topic/celo) [CVS Health Corp (CVS)](/topic/$cvs) [Ethereum (ETH)](/topic/$eth) [Snowflake Inc. (SNOW)](/topic/$snow) [Spotify Technology (SPOT)](/topic/$spot) [Pfizer, Inc. (PFE)](/topic/$pfe) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Microsoft Corp. (MSFT)](/topic/$msft) [Block, Inc. (SQ)](/topic/$sq) [Metadium (META)](/topic/$meta) [Kroger Co (KR)](/topic/kroger) ### Top Social Posts Top posts by engagements in the last [--] hours "$CART Is on a roll and all these negative articles are bear traps" [X Link](https://x.com/AdamoMancino/status/2002044203132436731) 2025-12-19T15:51Z [----] followers, [---] engagements "Another opportunity to add to $CART $CART -3% Instacart stock falls following Uber's announcement of Kroger grocery delivery across nearly [----] stores on Uber Eats Uber and Postmates apps nationwide. https://t.co/ayBN1i1DSU https://t.co/7qYggZ8VG1 $CART -3% Instacart stock falls following Uber's announcement of Kroger grocery delivery across nearly [----] stores on Uber Eats Uber and Postmates apps nationwide. https://t.co/ayBN1i1DSU https://t.co/7qYggZ8VG1" [X Link](https://x.com/AdamoMancino/status/2011803864698118210) 2026-01-15T14:13Z [----] followers, [---] engagements "$CELO CELO https://t.co/EEcce3EQuR https://t.co/EEcce3EQuR" [X Link](https://x.com/AdamoMancino/status/2013664381393874993) 2026-01-20T17:26Z [----] followers, [---] engagements "$MBLY The January [----] earnings report from Mobileye presents a "tug-of-war" between long-term strategic expansion and short-term financial volatility. Here are the pros and cons based on today's release: The Pros: Strategic Growth & Future Pipeline Strong Sales Pipeline: The automotive revenue pipeline through [----] was raised to $24.5 billion a 42% increase from previous years. This suggests massive long-term demand from car manufacturers. Expansion into "Physical AI": The acquisition of Mentee Robotics ($900 million) is seen as a major "pro" by analysts. It moves Mobileye beyond just cars" [X Link](https://x.com/AdamoMancino/status/2014314655276052731) 2026-01-22T12:30Z [----] followers, [---] engagements "$MBLY I have said 2027-2028 and why I am a long term investor in Mobileye. The "Inflection Point" Mobileye leadership has previously pointed to 2027-2028 as the true "inflection point" for revenue acceleration. This is because: Production Lead Times: A "win" today often takes [--] years to actually show up in a car on a dealership lot. Advanced Tech: Higher-margin products like SuperVision and Chauffeur (which cost more per car than basic ADAS) are scheduled to scale in volume toward the end of the decade. Robotaxis: Commercial scaling of robotaxi services (like the VW program) is targeted to" [X Link](https://x.com/AdamoMancino/status/2014319678768722063) 2026-01-22T12:50Z [----] followers, [---] engagements "$MBLY cc was fine" [X Link](https://x.com/AdamoMancino/status/2014339660948840581) 2026-01-22T14:09Z [----] followers, [---] engagements "$DKNG Here is why I went long again: The "buy the dip" opportunity on DraftKings $DKNG looks like a generational entry point as we head into [----]. After the Q3 "house luck" volatility the market seems to be missing the massive structural shifts that make this a dominant free-cash-flow machine. Here is why Ive rebought DKNG for the [----] run: [--]. The ESPN "Power Couple" Era The era of media companies trying to build their own sportsbooks is over. By booting Penn and signing an exclusive deal with DraftKings (effective Dec [--] 2025) ESPN has admitted that DraftKings is the king of the mountain." [X Link](https://x.com/AdamoMancino/status/2014434651511861483) 2026-01-22T20:27Z [----] followers, [----] engagements "Yeah totally absurd. $MBLY will be above IPO price in time. $MBLY We expanded the pipeline at breakneck speed and now see at least a 50% increase in revenue on average through [----]. Stock down 6% https://t.co/mC4tPfJWNQ $MBLY We expanded the pipeline at breakneck speed and now see at least a 50% increase in revenue on average through [----]. Stock down 6% https://t.co/mC4tPfJWNQ" [X Link](https://x.com/AdamoMancino/status/2014717746886353023) 2026-01-23T15:11Z [----] followers, [---] engagements "Agree and long on $MBLY $LYFT $ZG I prefer and long $DKNG vs $MGM I prefer and long $NKE vs $ONON @TravisHoium The [--] Stocks You're Ignoring Right Now via @YouTube https://youtu.be/-0YChCulzdYsi=pCctCaHnNIhkIqgt https://youtu.be/-0YChCulzdYsi=pCctCaHnNIhkIqgt" [X Link](https://x.com/AdamoMancino/status/2014719620855316668) 2026-01-23T15:19Z [----] followers, [---] engagements "$CELO CELO 👥 Monthly active addresses on @Celo are at an all-time high of 1.7m up 50% in the past six months. https://t.co/CSrHve7bcH 👥 Monthly active addresses on @Celo are at an all-time high of 1.7m up 50% in the past six months. https://t.co/CSrHve7bcH" [X Link](https://x.com/AdamoMancino/status/2015777492091473991) 2026-01-26T13:23Z [----] followers, [---] engagements "$CELO CELO #CELO 👥 Monthly active addresses on @Celo are at an all-time high of 1.7m up 50% in the past six months. https://t.co/CSrHve7bcH 👥 Monthly active addresses on @Celo are at an all-time high of 1.7m up 50% in the past six months. https://t.co/CSrHve7bcH" [X Link](https://x.com/AdamoMancino/status/2015922245311349055) 2026-01-26T22:58Z [----] followers, [----] engagements "Stocks I'm looking to add more of $CART $PINS $TTD $CVS $BIRK" [X Link](https://x.com/AdamoMancino/status/2016218554228506738) 2026-01-27T18:35Z [----] followers, [---] engagements "@cperruna Fair play on the scoreboard Chris. 🎯 Timing is definitely winning for $SNOW right now. But autonomous isnt a trade; its a generational shift. I'll take the temporary pain for that $24.5B pipeline potential. Check back in '27 $MBLY" [X Link](https://x.com/AdamoMancino/status/2016574820662526303) 2026-01-28T18:11Z [----] followers, [---] engagements "Eyeing $INTU but it's a falling knife now. Would love 350-400" [X Link](https://x.com/AdamoMancino/status/2016890025791652232) 2026-01-29T15:03Z [----] followers, [---] engagements "Looking to add more and maybe new names. Def looking to add more $RBLX $CART $TTD $BIRK $PINS $SNAP $RBRK and others I already own. New names I would consider at the right price $INTU under [---] or less for sure and maybe even $MSFT at [---] or less. Here is what I currently hold in most recent order of size for stocks then crypto then funds: $GOOGL $DIS $NKE $AMZN $PYPL $RBLX $MBLY $HIMS $LYFT $ADBE $DUOL $UBER $PFE $STZ $CVS $TAP $OPRA $WM $PATH $ZG $DKNG $XYZ $INVZ $KHC $RBRK $BIRK $CART $TTD Here is what I currently hold in most recent order of size for stocks then crypto then funds: $GOOGL" [X Link](https://x.com/AdamoMancino/status/2017318353044463747) 2026-01-30T19:25Z [----] followers, [---] engagements "$PINS Think the market is wrong" [X Link](https://x.com/AdamoMancino/status/2017342258068980014) 2026-01-30T21:00Z [----] followers, [---] engagements "$MBLY $INVZ Mobileye $MBLY Mobileye currently maintains an eight-year automotive revenue pipeline of $24.5 billion. Recent Momentum: This figure grew by approximately 42% compared to their late [----] pipeline driven largely by new design wins with major global automakers and the adoption of more advanced systems like SuperVision and Mobileye Chauffeur. Key Drivers: A major portion of this pipeline is anchored by high-volume ADAS programs including a recent landmark win with a top-tier U.S. automaker that will see their tech installed across millions of vehicles. Innoviz $INVZ Innoviz reports a" [X Link](https://x.com/AdamoMancino/status/2017597629249540467) 2026-01-31T13:55Z [----] followers, [----] engagements "$MBLY $INVZ The Bottom Line You are holding two companies that are effectively the "operating system" and the "eyes" of the future car. The stock prices are currently reflecting interest rates and short-term inventory cycles while the businesses are reflecting record-high order books. $MBLY $INVZ Mobileye $MBLY Mobileye currently maintains an eight-year automotive revenue pipeline of $24.5 billion. Recent Momentum: This figure grew by approximately 42% compared to their late [----] pipeline driven largely by new design wins with major global automakers and $MBLY $INVZ Mobileye $MBLY Mobileye" [X Link](https://x.com/AdamoMancino/status/2017597830836158516) 2026-01-31T13:56Z [----] followers, [----] engagements "$PATH is an opportunity I am long $PATH is the #1 AI automation company in the world. No one else can give AI agents better tools to do more valuable work. $PATH is the #1 AI automation company in the world. No one else can give AI agents better tools to do more valuable work" [X Link](https://x.com/AdamoMancino/status/2017979756071866371) 2026-02-01T15:14Z [----] followers, [---] engagements "My [--] cents: Long $TTD [--]. The CTV "Gold Rush" & Ventura OS Connected TV (CTV) remains the single biggest driver for TTD. As linear TV continues to decline advertisers are moving toward TTD because it offers the precision of digital with the reach of television. Ventura OS: Launched in late [----] TTDs new operating system for CTV is a strategic masterstroke. By moving "up the supply chain" TTD is challenging hardware gatekeepers like Roku and Google TV aiming to provide a cleaner more transparent ad-buying experience for the entire industry. Neutrality: Unlike Google or Amazon TTD doesn't own" [X Link](https://x.com/AdamoMancino/status/2018165265540817031) 2026-02-02T03:31Z [----] followers, [---] engagements "I sold $TAP and $PFE completely" [X Link](https://x.com/AdamoMancino/status/2018332111069999252) 2026-02-02T14:34Z [----] followers, [---] engagements "$CELO $OPRA @tether Together @Tether & @MiniPay are expanding access to USDT & XAUt0 for millions across emerging markets 📲🌐 Proud to support the continued growth of MiniPay as it onboards users worldwide to the new digital economy #BuiltOnCelo 💛 @tether Together @Tether & @MiniPay are expanding access to USDT & XAUt0 for millions across emerging markets 📲🌐 Proud to support the continued growth of MiniPay as it onboards users worldwide to the new digital economy #BuiltOnCelo 💛" [X Link](https://x.com/AdamoMancino/status/2018376530666148176) 2026-02-02T17:30Z [----] followers, [----] engagements "@mikealfred $ZG better" [X Link](https://x.com/AdamoMancino/status/2018412663626215622) 2026-02-02T19:54Z [----] followers, [---] engagements "$DIS you need to look out not just a quarter: Disney $DIS reported its Q1 [----] earnings on February [--] [----]. While the headline numbers showed a beat on both top and bottom lines the stock fell over 5% following the announcement. Financial Summary: Q1 [----] Disney exceeded Wall Street expectations for the first quarter of fiscal 2026: Adjusted EPS: $1.63 (vs. $1.57 expected) Revenue: $25.98 billion (vs. $25.62 billion expected) Operating Income: $4.60 billion (beating estimates of $4.59 billion despite a 9% year-over-year decline) Conference Call & Performance Highlights The "Experiences"" [X Link](https://x.com/AdamoMancino/status/2018434528008692001) 2026-02-02T21:21Z [----] followers, [----] engagements "I went long this name recently and believe under [--] good $TTD INTERESTING FACT: Trade Desk valuation has collapsed in just [--] months. $TTD P/E (NTM) fell from 76x to 15x an 80%+ multiple contraction. Same business. Very different expectations. https://t.co/3L2o9oVtz8 INTERESTING FACT: Trade Desk valuation has collapsed in just [--] months. $TTD P/E (NTM) fell from 76x to 15x an 80%+ multiple contraction. Same business. Very different expectations. https://t.co/3L2o9oVtz8" [X Link](https://x.com/AdamoMancino/status/2018490080067805555) 2026-02-03T01:01Z [----] followers, [---] engagements "I can see this drop in $PYPL like when $XYZ crashed to 40s and then came back. @Couch_Investor $PYPL is Flashing a potential "Mirror Move" of the [----] Block ($SQ) Crash If you feel like youve seen this movie before you probably have. Todays capitulation in PayPal is tracking almost identically to the [----] crash of Block (formerly Square). Back then $SQ hit the $40s on peak pessimism before a massive recovery. Today $PYPL is hitting that same psychological and valuation floor. The Bottom Line: At a $50B market cap the market is pricing the global PayPal infrastructure for almost nothing if you" [X Link](https://x.com/AdamoMancino/status/2018667261196685472) 2026-02-03T12:45Z [----] followers, [---] engagements "$PYPL Q4 [----] Financial Performance Net Revenue: Increased 4% to $8.7 billion. Non-GAAP EPS: Grew 3% to $1.23. Total Payment Volume (TPV): Rose 9% (6% FX-neutral) to $475.1 billion. Transaction Margin Dollars: Increased 3% to $4.0 billion. Full Year [----] Highlights Annual Revenue: $33.2 billion up 4% year-over-year. Non-GAAP EPS: Increased 14% to $5.31. Capital Returns: The company returned $6.0 billion to stockholders through the repurchase of approximately [--] million shares. User Base: Active accounts grew to [---] million a 1.1% increase. [----] Guidance and Outlook Management described 2026" [X Link](https://x.com/AdamoMancino/status/2018667833350123579) 2026-02-03T12:48Z [----] followers, [----] engagements "I am out of $GOOGL and $AMZN and I have done very very well" [X Link](https://x.com/AdamoMancino/status/2018696697036124559) 2026-02-03T14:42Z [----] followers, 22.6K engagements "@cperruna in place I added $QQQI for that change today" [X Link](https://x.com/AdamoMancino/status/2018699788598780008) 2026-02-03T14:55Z [----] followers, [----] engagements "Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds: $QQQI $RBLX $DIS $NKE $INTU $MBLY $PYPL $LYFT $ADBE $STZ $UBER $HIMS $CVS $DUOL $WM $RBRK $OPRA $ZG $PATH $KHC $XYZ $TTD $DKNG $BIRK $CART $PINS $SNAP $ETH $CELO Stable Value Fund Short-Term Fixed Income Fund. https://twitter.com/i/web/status/2018707176496259115 https://twitter.com/i/web/status/2018707176496259115" [X Link](https://x.com/AdamoMancino/status/2018707176496259115) 2026-02-03T15:24Z [----] followers, [---] engagements "@DawsonTu3 @cperruna reminds me when $XYZ bottomed in [----] at 46" [X Link](https://x.com/AdamoMancino/status/2018707813187383372) 2026-02-03T15:27Z [----] followers, [---] engagements "This massacre in $INTU and $ADBE is why you need to be prudent and why margin and debt bad. I think it's ways overdone for these two but whatever I think is bottom it can go another 50%" [X Link](https://x.com/AdamoMancino/status/2018722688290718065) 2026-02-03T16:26Z [----] followers, [---] engagements "@QualityInvest5 I love $INTU here and would buy more in 300s given the chance" [X Link](https://x.com/AdamoMancino/status/2018739138577526809) 2026-02-03T17:31Z [----] followers, [----] engagements "@richard_hurtz87 you may want to revisit when they come in. I did add $QQQI and raised cash. I crushed it on $GOOGL and $AMZN" [X Link](https://x.com/AdamoMancino/status/2018762150391447987) 2026-02-03T19:02Z [----] followers, [---] engagements "Chris seeing the light when earlier he said I lost it lol https://x.com/cperruna/status/2018699522277318814s=20 I am selling $SNOW $SHOP and $HOOD - all for solid long term gains in the spec portfolio. Raising cash. https://x.com/cperruna/status/2018699522277318814s=20 I am selling $SNOW $SHOP and $HOOD - all for solid long term gains in the spec portfolio. Raising cash" [X Link](https://x.com/AdamoMancino/status/2018762406856729008) 2026-02-03T19:03Z [----] followers, 18K engagements "@GiuseppeSanta2 What I hold and believe in: $KHC could actually rally here lol that one I am iffy on but think it does well. https://x.com/AdamoMancino/status/2018707176496259115s=20 Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds: $QQQI $RBLX $DIS $NKE $INTU $MBLY $PYPL $LYFT $ADBE $STZ $UBER $HIMS $CVS $DUOL $WM $RBRK $OPRA $ZG $PATH $KHC $XYZ $TTD $DKNG $BIRK $CART $PINS https://x.com/AdamoMancino/status/2018707176496259115s=20 Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds:" [X Link](https://x.com/AdamoMancino/status/2018763216814227862) 2026-02-03T19:07Z [----] followers, [--] engagements "$STZ $CVS $WM $KHC I'm long. They look good" [X Link](https://x.com/AdamoMancino/status/2018766463226532146) 2026-02-03T19:20Z [----] followers, [---] engagements "another opportunity to add $DIS imo" [X Link](https://x.com/AdamoMancino/status/2018789503104872504) 2026-02-03T20:51Z [----] followers, [---] engagements "Do people realize that $INTU is an oligopoly I was about to buy it at [---] Long $INTU and will add in 300s at this rate $ADBE go to 180-225 I will add" [X Link](https://x.com/AdamoMancino/status/2019062756435976420) 2026-02-04T14:57Z [----] followers, [---] engagements "This is like worse than covid all $INTU I will DCA at [---] $ADBE I will DCA at [---] less but I would love 200" [X Link](https://x.com/AdamoMancino/status/2019063875551822078) 2026-02-04T15:01Z [----] followers, [---] engagements "$INTU ridiculous here. Rsi 15" [X Link](https://x.com/AdamoMancino/status/2019065276801692107) 2026-02-04T15:07Z [----] followers, [---] engagements "$NKE and $BIRK good here I think" [X Link](https://x.com/AdamoMancino/status/2019067739520815380) 2026-02-04T15:17Z [----] followers, [---] engagements "$OPRA way too fucking cheap" [X Link](https://x.com/AdamoMancino/status/2019067810773598569) 2026-02-04T15:17Z [----] followers, [---] engagements "$PYPL will pull and $EBAY and hit a [---] in a few years Watch" [X Link](https://x.com/AdamoMancino/status/2019067953329643553) 2026-02-04T15:18Z [----] followers, [---] engagements "$STZ I was right" [X Link](https://x.com/AdamoMancino/status/2019068256095527138) 2026-02-04T15:19Z [----] followers, [---] engagements "$TTD price getting ridic" [X Link](https://x.com/AdamoMancino/status/2019068336215146812) 2026-02-04T15:19Z [----] followers, [---] engagements "I like $ZG and long" [X Link](https://x.com/AdamoMancino/status/2019068406482325834) 2026-02-04T15:19Z [----] followers, [---] engagements "$MBLY backlog is amazing" [X Link](https://x.com/AdamoMancino/status/2019068988722950619) 2026-02-04T15:22Z [----] followers, [---] engagements "$LYFT a duopoly" [X Link](https://x.com/AdamoMancino/status/2019069071975739691) 2026-02-04T15:22Z [----] followers, [---] engagements "$DKNG good here I believe" [X Link](https://x.com/AdamoMancino/status/2019069332202901572) 2026-02-04T15:23Z [----] followers, [---] engagements "$CART is legit and not a POS" [X Link](https://x.com/AdamoMancino/status/2019069412012163464) 2026-02-04T15:23Z [----] followers, [---] engagements "$RBRK another level and a buy here" [X Link](https://x.com/AdamoMancino/status/2019069696486547605) 2026-02-04T15:25Z [----] followers, [---] engagements "I have a crazy prediction and I think I maybe right $SNAP after hours hits 11" [X Link](https://x.com/AdamoMancino/status/2019122360536953011) 2026-02-04T18:54Z [----] followers, [---] engagements "So everybody knows I am in house shares with these stocks $TTD $DKNG $PINS My cost basis on them year to lifetime is way sub [--] So remember that when you say I'm down on these" [X Link](https://x.com/AdamoMancino/status/2019145805416857928) 2026-02-04T20:27Z [----] followers, [---] engagements "$GOOGL collapsing I sold yesterday" [X Link](https://x.com/AdamoMancino/status/2019154983137202636) 2026-02-04T21:03Z [----] followers, [----] engagements "$SNAP https://s25.q4cdn.com/442043304/files/doc_financials/2025/q4/Snap-Inc-Q4-25-Press-Release.pdf https://s25.q4cdn.com/442043304/files/doc_financials/2025/q4/Snap-Inc-Q4-25-Press-Release.pdf" [X Link](https://x.com/AdamoMancino/status/2019159592362733685) 2026-02-04T21:22Z [----] followers, [---] engagements "$SNAP https://s25.q4cdn.com/442043304/files/doc_financials/2025/q4/Snap-Inc-Q4-25-Earnings-Slides.pdf https://s25.q4cdn.com/442043304/files/doc_financials/2025/q4/Snap-Inc-Q4-25-Earnings-Slides.pdf" [X Link](https://x.com/AdamoMancino/status/2019160416450969877) 2026-02-04T21:25Z [----] followers, [---] engagements "I remember when people were selling $GOOGL [---] I just sold the other day at 344" [X Link](https://x.com/AdamoMancino/status/2019361743818871174) 2026-02-05T10:45Z [----] followers, [---] engagements "@RihardJarc Opportunity Long $SNAP" [X Link](https://x.com/AdamoMancino/status/2019364967242137812) 2026-02-05T10:58Z [----] followers, [---] engagements "$MSFT 🤔 Sentiment shift coming https://finance.yahoo.com/news/stifel-issues-rare-microsoft-downgrade-123633865.html https://finance.yahoo.com/news/stifel-issues-rare-microsoft-downgrade-123633865.html" [X Link](https://x.com/AdamoMancino/status/2019393112087621689) 2026-02-05T12:50Z [----] followers, [---] engagements "@CitronResearch How's $TDOC Andrew lol" [X Link](https://x.com/AdamoMancino/status/2019410389558247779) 2026-02-05T13:58Z [----] followers, [---] engagements "@richard_hurtz87 It's called using Roth IRA" [X Link](https://x.com/AdamoMancino/status/2019459735037050880) 2026-02-05T17:14Z [----] followers, [--] engagements "@Stocktwits Cyber companies are important I own $RBRK" [X Link](https://x.com/AdamoMancino/status/2019460200701313281) 2026-02-05T17:16Z [----] followers, [---] engagements "$HIMS wins $NVO calls out $HIMS for illegally mass-compounding unapproved semaglutide "The action by Hims & Hers is illegal mass compounding that poses a significant risk to patient safety. Novo Nordisk will take legal and regulatory action" $NVO: -6% today $HIMS: +1% today https://t.co/8sqBsFgJQ2 $NVO calls out $HIMS for illegally mass-compounding unapproved semaglutide "The action by Hims & Hers is illegal mass compounding that poses a significant risk to patient safety. Novo Nordisk will take legal and regulatory action" $NVO: -6% today $HIMS: +1% today https://t.co/8sqBsFgJQ2" [X Link](https://x.com/AdamoMancino/status/2019461038714826754) 2026-02-05T17:20Z [----] followers, [---] engagements "@richard_hurtz87 Your Retirement is no guarantee and neither is tomorrow Name calling shows your true colors" [X Link](https://x.com/AdamoMancino/status/2019516897319088530) 2026-02-05T21:02Z [----] followers, [--] engagements "@richard_hurtz87 Want a blanky" [X Link](https://x.com/AdamoMancino/status/2019517123052048798) 2026-02-05T21:02Z [----] followers, [--] engagements "@richard_hurtz87 No you're not. Remember you came at me so you have the issue. Instablock" [X Link](https://x.com/AdamoMancino/status/2019520766434251173) 2026-02-05T21:17Z [----] followers, [--] engagements "Long $RBRK $RBRK prelim results exceeds all guidance metrics https://t.co/me6qK98UyA $RBRK prelim results exceeds all guidance metrics https://t.co/me6qK98UyA" [X Link](https://x.com/AdamoMancino/status/2019521973181903103) 2026-02-05T21:22Z [----] followers, [---] engagements "$RBLX $RBLX Earnings: - Revenue: $1.4B up 43% YoY - Bookings: $2.2B up 63% YoY - Consolidated net loss: $318M - Average DAUs: 144M up 69% YoY - Average MUPs: 36.7M up 94% YoY - Operating cash flow: $607M up 229% YoY "Roblox's success is rooted in the boundless creativity of our https://t.co/PIP1zHNt1z $RBLX Earnings: - Revenue: $1.4B up 43% YoY - Bookings: $2.2B up 63% YoY - Consolidated net loss: $318M - Average DAUs: 144M up 69% YoY - Average MUPs: 36.7M up 94% YoY - Operating cash flow: $607M up 229% YoY "Roblox's success is rooted in the boundless creativity of our https://t.co/PIP1zHNt1z" [X Link](https://x.com/AdamoMancino/status/2019559505571557689) 2026-02-05T23:51Z [----] followers, [---] engagements "@QualityInvest5 Yeah I'm long $RBLX Number [--] single stock position" [X Link](https://x.com/AdamoMancino/status/2019559936972427376) 2026-02-05T23:53Z [----] followers, [---] engagements "Love that [--] years later $CSCO saying 🖕🏻to all Nice cisco" [X Link](https://x.com/AdamoMancino/status/2019567611508572365) 2026-02-06T00:23Z [----] followers, [---] engagements "Damn I own [--] of these. I don't care unless thesis changes. $PYPL def has issues All these stocks hit new [--] WEEK LOWS at some point today Paypal $PYPL Draftkings $DKNG Hims & Hers $HIMS Pinterest $PINS Snapchat $SNAP ServiceNow $NOW Spotify $SPOT $AXON Boston Scientific $BSX Crown Castle $CCI Coupang $CPNG Factset $FDS Fidelity $FIS Flutter $FLUT Mobileye https://t.co/yUs5RmdN7L All these stocks hit new [--] WEEK LOWS at some point today Paypal $PYPL Draftkings $DKNG Hims & Hers $HIMS Pinterest $PINS Snapchat $SNAP ServiceNow $NOW Spotify $SPOT $AXON Boston Scientific $BSX Crown Castle $CCI" [X Link](https://x.com/AdamoMancino/status/2019612163313111256) 2026-02-06T03:20Z [----] followers, [---] engagements "$RBLX Roblox shares rocket 20% on earnings beat strong forecast https://t.co/YKxY5hg2w6 Roblox shares rocket 20% on earnings beat strong forecast https://t.co/YKxY5hg2w6" [X Link](https://x.com/AdamoMancino/status/2019614097159905568) 2026-02-06T03:28Z [----] followers, [---] engagements "@mukund Long $RBLX" [X Link](https://x.com/AdamoMancino/status/2019721486677000488) 2026-02-06T10:35Z [----] followers, [--] engagements "Ok now I do believe certain stocks are at insane buy spots now. Yes they could fall further but I believe the damage was done and way overdone: $HIMS $DUOL $OPRA (could hit 10) I already own a nice amount of each and could step in more but if I did not have a position already yes I would be buying these immediately. https://twitter.com/i/web/status/2019736531800379506 https://twitter.com/i/web/status/2019736531800379506" [X Link](https://x.com/AdamoMancino/status/2019736531800379506) 2026-02-06T11:34Z [----] followers, [---] engagements "Clearly I feel the same about $ADBE and $INTU Ok now I do believe certain stocks are at insane buy spots now. Yes they could fall further but I believe the damage was done and way overdone: $HIMS $DUOL $OPRA (could hit 10) I already own a nice amount of each and could step in more but if I did not have a position already Ok now I do believe certain stocks are at insane buy spots now. Yes they could fall further but I believe the damage was done and way overdone: $HIMS $DUOL $OPRA (could hit 10) I already own a nice amount of each and could step in more but if I did not have a position already" [X Link](https://x.com/AdamoMancino/status/2019736829780742317) 2026-02-06T11:35Z [----] followers, [---] engagements "@QualityInvest5 $ADBE for sure and $UBER I think instead of $SNOW you should go for $INTU $HIMS and $DUOL. Just obvious to me" [X Link](https://x.com/AdamoMancino/status/2019738143021502694) 2026-02-06T11:41Z [----] followers, [---] engagements "great example to use when thinking of investing in $HIMS $DUOL and many others. Here is $AMZN: Headline: The Price of a Trillion-Dollar Legacy 📉 If you think $AMZN is a "safe" stock history has a different story to tell. To get to where it is today Amazon had to survive five separate 50%+ drawdowns. The lesson Extreme volatility isn't a bug; it's a feature of generational winners. The History of the "Amazon Halving": Late [----] Correction: -57% (The warning shot) Dot-com Crash: -94% (The near-death experience) Mid-2000s Slump: -56% (The post-hype hangover) Global Financial Crisis: -65% (The" [X Link](https://x.com/AdamoMancino/status/2019741344655188345) 2026-02-06T11:53Z [----] followers, [---] engagements "$DUOL Historical Drawdowns: 2021-2022: -68% (The "Welcome to the Market" reality check) 2025-2026: -79.6% (The "Growth at all Costs" pivot) The Reality: Growth stocks like Duolingo don't just "correct"they collapse. If you're hunting for the next 10x winner you have to be comfortable watching your portfolio value get cut in half (or more) while the business figures out its next act. Stats as of Feb [--] 2026: ATH: $544.93 Current: $114.34 Distance from High: -79% #Investing #DUOL #GrowthStocks #MarketVolatility #Duolingo https://twitter.com/i/web/status/2019741823766241441" [X Link](https://x.com/AdamoMancino/status/2019741823766241441) 2026-02-06T11:55Z [----] followers, [---] engagements "$HIMS Here is a version for $HIMS to round out your set: Headline: The Rollercoaster of Healthcare Disruption 💊 If you want to own $HIMS you have to be ready for the "G-force." In just five years this stock has seen two massive collapses that would make most investors quit. $HIMS Historical Drawdowns: 2021-2022: -85% (The SPAC winter) 2025-2026: -68% (The GLP-1 reality check) The Takeaway: Hims has a habit of "dying" and then coming back to life. It survived an 85% wipeout to eventually 3x its old highs. Today its back in the "danger zone" down 68% from its peak. For the long-term believer" [X Link](https://x.com/AdamoMancino/status/2019741996504461794) 2026-02-06T11:56Z [----] followers, [----] engagements "$INTU is known as one of the most consistent compounders in software history. But for only the second time in [--] years it is knocking on the door of a 50% drawdown. $INTU Historical Drawdowns: 2000-2002: -72% (The only official "halving") 2021-2022: -49.1% (Missed the mark by less than 1%) 2025-2026: -46.5% (The current AI-driven re-rating) The Reality:Intuit is currently trading near its 52-week lows ($411.11). While the "death of tax software" narrative is in full swing history shows that Intuit has a 100% recovery rate from these deep pullbacks though it took over [---] days to recover from" [X Link](https://x.com/AdamoMancino/status/2019742319050653755) 2026-02-06T11:57Z [----] followers, [--] engagements "$PYPL was once the king of fintech. Today its down 87% from its [----] highs trading at prices not seen since [----]. This isn't just a correction; it's a total re-rating of the business. The $PYPL Decay Timeline: [----] Peak: $308 (The height of the digital payment boom) [----] Bottom: $70 (The initial tech bubble burst) [----] Capitulation: $40 (The "Existential Crisis" dip) The Reality:PayPal is currently trading at a forward P/E of just 9x making it "historically cheap." However with branded checkout growth stalled at 1% and a leadership vacuum until March the market is pricing it like a business" [X Link](https://x.com/AdamoMancino/status/2019742471823974816) 2026-02-06T11:58Z [----] followers, [---] engagements "Even a global icon like $NKE isn't immune to a total market re-rating. For the first time in over [--] years Nike is enduring a drawdown deeper than the [----] financial crisis. $NKE Historical Drawdowns: 1997-1998: -56.1% (The post-Jordan "Brand Fatigue") 2008-2009: -51.4% (The Global Recession) 2021-2026: -62.3% (The "Direct-to-Consumer" Reality Check) The Takeaway:Nike is currently trading at levels not seen since [----]. The market is questioning if the swoosh still has its "cool" but for long-term investors the brand is trading at a significant discount. It has survived every major drawdown to" [X Link](https://x.com/AdamoMancino/status/2019742772245254309) 2026-02-06T11:59Z [----] followers, [--] engagements "$DIS is currently trading at prices not seen since the [----] pandemic lows. Even with a record-breaking box office slate and a new $1B AI partnership the "House of Mouse" is still struggling to regain its [----] peak. $DIS Historical Drawdowns: 1973-1974: -88% (The worst in company history) 2000-2002: -71% (The Post-Dot-com reset) 2021-2024: -57% (The Streaming Wars peak-to-trough) The Reality:Disney just raised its [----] EPS growth forecast to double-digits and is buying back $7 billion in stock this year. Wall Street remains a "Moderate Buy" but the stock is trapped in a battle between "record" [X Link](https://x.com/AdamoMancino/status/2019742898015650128) 2026-02-06T12:00Z [----] followers, [--] engagements "If you bought $LYFT on its first day of trading in [----] youre currently down 80%. While Uber found its footing Lyft has struggled to stay above its IPO price for more than a few months at a time. The $LYFT Drawdown Reality: [----] Peak: $78.29 [----] Current: $15.84 Total Loss from ATH: -80% The Reality:Lyft is currently a "show me" story. It is trading at a massive discount compared to its rivals but with earnings just days away on February [--] the market is bracing for impact. Is this an 80% discount on a profitable future or a sign that the #2 spot in ridesharing is a permanent value trap Stats" [X Link](https://x.com/AdamoMancino/status/2019748759312203806) 2026-02-06T12:23Z [----] followers, [---] engagements "Uber is currently down 26% from its triple-digit highs set just a few months ago. After a "mixed" earnings report this week the market is asking: Is this a healthy correction or the start of a deeper slide The $UBER Drawdown History: 2019-2020: -68% (The IPO/Pandemic bottom) 2021-2022: -67% (The "Road to Profitability" reset) 2025-2026: -39% (The "Post-Peak" correction) The Takeaway:Uber is a vastly different company than it was in [----]. It is now generating $10 billion in annual free cash flow. While the stock has fallen 26% from its peak of $101 it is still trading at a valuation (12x" [X Link](https://x.com/AdamoMancino/status/2019748877302210690) 2026-02-06T12:23Z [----] followers, [---] engagements "Instacart ($CART) just hit a fresh 52-week low currently trading 36% below its $53.50 high. While the company is profitable and growing its advertising business the "Amazon Shadow" is looming large over the grocery delivery sector. $CART Recent Volatility: [----] Peak: $53.50 Feb [----] Current: $34.35 Total Drawdown: -36% The Reality:Instacart is trading at a P/E of around 19x which is historically cheap for the company and management recently authorized a $1.5 billion share buyback. Bulls see an undervalued essential service; bears see a company about to be disrupted by Amazons logistics" [X Link](https://x.com/AdamoMancino/status/2019748995485012400) 2026-02-06T12:24Z [----] followers, [--] engagements "Birkenstock was the darling of the retail sector in [----] hitting highs of $63. Fast forward to [----] and the stock is trading on a 41% discount recently touching its lowest levels of the year. The $BIRK Drawdown Tracker: 2023: -51% (The "Welcome to the NYSE" reality check) 2024-2026: -41% (The "Growth Normalization" slide) The Takeaway:Bulls point to Birkenstock's "Perfect Piotroski Score" of 9a sign of elite financial healthand an undervalued PEG ratio of [---]. Bears however are worried about a weaker U.S. dollar and inconsistent retail pricing. With earnings coming up on February [--] investors" [X Link](https://x.com/AdamoMancino/status/2019749117845438890) 2026-02-06T12:24Z [----] followers, [---] engagements "DraftKings ($DKNG) has always been a high-stakes bet for investors. Down 65% from its $72 peak and currently sitting at 52-week lows the king of the sportsbook is facing its toughest test since the [----] crash. The $DKNG Drawdown History: 2021-2022: -85.7% (The "End of Cheap Money" wipeout) 2025-2026: -52.4% (The "Guidance Cut" correction) The Takeaway:DraftKings is trading at a forward P/E of 23xhigh for the industry but significantly lower than its historical average. With a crucial earnings report coming on Feb 12th the market is bracing for more volatility. If history repeats $DKNG doesn't" [X Link](https://x.com/AdamoMancino/status/2019749340856660364) 2026-02-06T12:25Z [----] followers, [---] engagements "If you want to see what a "valuation reset" looks like look at $TTD. One of the best-performing stocks of the last decade is currently sitting 80% below its peak. For the first time ever the Trade Desk is facing a crisis of identity. The $TTD Drawdown History: [----] Pandemic: -54% (The flash crash) 2021-2022: -64% (The growth stock massacre) 2025-2026: -80.5% (The Amazon & CFO uncertainty) The Takeaway:Trade Desk is trading at levels not seen since the [----] lows. While the company remains profitable and a leader in Connected TV (CTV) the market is currently pricing it for a permanent growth" [X Link](https://x.com/AdamoMancino/status/2019749543085060176) 2026-02-06T12:26Z [----] followers, [---] engagements "UiPath ($PATH) was the "IT" stock of the [----] IPO boom hitting a peak of $85. Today its trading at $12. To get back to its all-time high the stock would need to climb over 600%. The $PATH Drawdown History: 2021-2022: -88% (The "Growth at Any Price" bubble burst) 2024: -54% (The "Generative AI" identity crisis) The Takeaway:Is this a "generational bottom" or a falling knife UiPath is currently generating strong cash flow and has a 98% customer retention rate yet the stock is trading like a company in terminal decline. For those betting on Agentic AIwhere software doesn't just talk but actually" [X Link](https://x.com/AdamoMancino/status/2019749800095158573) 2026-02-06T12:27Z [----] followers, [---] engagements "Headline: $STZ: Is the "Modelo Moat" on Sale 🍺 Even the king of Mexican imports isn't immune to a 50% haircut. After a brutal [----] that saw $STZ lose half its value from its $260 peak the stock is finally showing signs of life. The $STZ Drawdown History: 2008-2009: -55% (The Great Recession) 2024-2025: -51% (The "Peak Growth" reality check) The Takeaway:Constellation Brands just posted a massive earnings beat and is trading at its most attractive valuation in years (approx. 14x forward earnings). While the stock is still 36% off its all-time high the "Modelo Moat" remains intact and" [X Link](https://x.com/AdamoMancino/status/2019750332151054522) 2026-02-06T12:29Z [----] followers, [---] engagements "Headline: $MBLY: From Autonomous Leader to Penny Stock Territory 🚗 Mobileye was supposed to be the "Intel of the Self-Driving Car." Instead it has become a cautionary tale of oversupply and shifting global demand. Now trading at $8.40a massive 82% drop from its $47 peakthe stock is at a critical "do or die" level. The $MBLY Decay: [----] Peak: $47.02 [----] Current: $8.40 Total Wipeout: -82% The Reality:$MBLY is currently trading at a Price-to-Book ratio of just 0.6x meaning the market is valuing the company at less than the sum of its assets. While the CEO is still buying and the technology" [X Link](https://x.com/AdamoMancino/status/2019750839779205251) 2026-02-06T12:31Z [----] followers, [---] engagements "$PATH https://finance.yahoo.com/news/uipath-acquires-workfusion-strengthening-agentic-123000752.html https://finance.yahoo.com/news/uipath-acquires-workfusion-strengthening-agentic-123000752.html" [X Link](https://x.com/AdamoMancino/status/2019753247876022494) 2026-02-06T12:41Z [----] followers, [---] engagements "Headline: Zillow and the Brutal Reality of Real Estate Cycles 🏠 If you think $ZG is a safe bet on the housing market look at the "scar tissue" on this chart. To survive as a Zillow investor youve had to endure four separate 50%+ wipeouts in the last decade alone. The $ZG Drawdown History: 2014-2016: -74% (The first major reset) 2018: -63% (The rate-hike tantrum) 2020: -72% (The pandemic flash crash) 2021-2022: -87% (The iBuying "End of an Era") The Reality:Zillow is currently trading 74% off its $204 peak. While the "Premier Agent" business is healthy the stock is currently fighting to hold" [X Link](https://x.com/AdamoMancino/status/2019754129032138924) 2026-02-06T12:44Z [----] followers, [---] engagements "$RBLX record [---] million in cash flow from operations this past quarter. That is something you do not ignore Long $RBLX" [X Link](https://x.com/AdamoMancino/status/2019757102965702943) 2026-02-06T12:56Z [----] followers, [---] engagements "I added more $RBRK" [X Link](https://x.com/AdamoMancino/status/2019781066014306556) 2026-02-06T14:31Z [----] followers, [---] engagements "Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds: $QQQI $RBLX $DIS $NKE $INTU $MBLY $STZ $ADBE $PYPL $LYFT $CVS $RBRK $UBER $DUOL $WM $HIMS $KHC $PATH $OPRA $BIRK $XYZ $DKNG $ZG $TTD $CART $PINS $SNAP $ETH $CELO Stable Value Fund Short-Term Fixed Income Fund. https://twitter.com/i/web/status/2019783813153403026 https://twitter.com/i/web/status/2019783813153403026" [X Link](https://x.com/AdamoMancino/status/2019783813153403026) 2026-02-06T14:42Z [----] followers, [---] engagements "$RBLX https://www.youtube.com/watchv=zLSHwEvb_q0 https://www.youtube.com/watchv=zLSHwEvb_q0" [X Link](https://x.com/AdamoMancino/status/2019785354451034421) 2026-02-06T14:48Z [----] followers, [---] engagements "@cperruna Maybe a great entry now $HIMS I am no guru but when people want something like Amazon Uber they were all operating in a grey area and $HIMS rhymes https://x.com/i/status/2019741996504461794 $HIMS Here is a version for $HIMS to round out your set: Headline: The Rollercoaster of Healthcare Disruption 💊 If you want to own $HIMS you have to be ready for the "G-force." In just five years this stock has seen two massive collapses that would make most investors quit. https://x.com/i/status/2019741996504461794 $HIMS Here is a version for $HIMS to round out your set: Headline: The" [X Link](https://x.com/AdamoMancino/status/2019972681332818207) 2026-02-07T03:13Z [----] followers, [----] engagements "$HIMS @cperruna https://t.co/DFEamUjhhx Maybe a great entry now $HIMS I am no guru but when people want something like Amazon Uber they were all operating in a grey area and $HIMS rhymes @cperruna https://t.co/DFEamUjhhx Maybe a great entry now $HIMS I am no guru but when people want something like Amazon Uber they were all operating in a grey area and $HIMS rhymes" [X Link](https://x.com/AdamoMancino/status/2019972777974050951) 2026-02-07T03:13Z [----] followers, [---] engagements "$HIMS @ManuInvests @spaceEGmafia I agree with all of the above. The question is do customers care Uber technically operated illegally in many cities before becoming a global brand. Disruption sometimes requires breaking some eggs. Is this a broken egg or an egg in the face 0x or 100x at this point. @ManuInvests @spaceEGmafia I agree with all of the above. The question is do customers care Uber technically operated illegally in many cities before becoming a global brand. Disruption sometimes requires breaking some eggs. Is this a broken egg or an egg in the face 0x or 100x at this point" [X Link](https://x.com/AdamoMancino/status/2019975003421475281) 2026-02-07T03:22Z [----] followers, [---] engagements "@mukund @LinkedIn What your thoughts on $ADBE and $INTU I think especially $INTU is a moat" [X Link](https://x.com/AdamoMancino/status/2020093655793672644) 2026-02-07T11:13Z [----] followers, [--] engagements "$PINS and $SNAP getting no respect With $APP added. https://t.co/ZQ8VdT90PQ With $APP added. https://t.co/ZQ8VdT90PQ" [X Link](https://x.com/AdamoMancino/status/2020146141103308933) 2026-02-07T14:42Z [----] followers, [----] engagements "@thebigshorty3 @cperruna @PeaceTee2021 You do realize their financial metrics are trending the right way now and possible forward PE of [--] with cash flow. $SNAP" [X Link](https://x.com/AdamoMancino/status/2020246350240284857) 2026-02-07T21:20Z [----] followers, [---] engagements "@rutledge_signer @cperruna Here is the quarterly. They will show full year soon. Once they report after February [--] I believe $TTD" [X Link](https://x.com/AdamoMancino/status/2020254470253515190) 2026-02-07T21:52Z [----] followers, [---] engagements "@cperruna @coinviction @PeaceTee2021 Anything possible but has anyone looked at fundamentals instead of charts. $SNAP is trending in the right direction Also I am not comparing them to anyone else. Just looking at their metrics and guidance and trend" [X Link](https://x.com/AdamoMancino/status/2020268890593575085) 2026-02-07T22:50Z [----] followers, [---] engagements "@cperruna @coinviction @PeaceTee2021 Price is all that pays until surprise-a-mentals show up and ruin the chart party. My SNAP bags tiny and my hands are calloused Ill take the risk for the rebound fireworks. Your move gravity. $SNAP" [X Link](https://x.com/AdamoMancino/status/2020328033643614611) 2026-02-08T02:45Z [----] followers, [---] engagements "@ThePupOfWallSt Also $Meta and TikTok are fighting for attention (time spent). $Snap and $Pins are winning by owning utility (communication) and intent (planning/buying). In a world where attention is becoming a commodity utility and intent are the higher-value assets" [X Link](https://x.com/AdamoMancino/status/2020507868974272665) 2026-02-08T14:39Z [----] followers, [---] engagements "As with when people sold $GOOGL down to [---] or now selling $ADBE and $INTU to multi year lows it's fear and lack of confidence and sometimes that is the correct move as with $PYPL and sometimes it's not. The market provides opportunities like a grocery store at times and has sales or not. https://twitter.com/i/web/status/2020510450518049177 https://twitter.com/i/web/status/2020510450518049177" [X Link](https://x.com/AdamoMancino/status/2020510450518049177) 2026-02-08T14:50Z [----] followers, [---] engagements "@ThePupOfWallSt @cperruna I used $GOOGL because that was on my history. I can use others from my past but that was the most recent with perception" [X Link](https://x.com/AdamoMancino/status/2020582943358697891) 2026-02-08T19:38Z [----] followers, [--] engagements "Long $CVS too. Silver tsunami coming $HIMS AppStore ranking update: HIMS - #4 📈 HERS - #6 📈 Great improvement for both apps. https://t.co/F28oNSF6y5 $HIMS AppStore ranking update: HIMS - #4 📈 HERS - #6 📈 Great improvement for both apps. https://t.co/F28oNSF6y5" [X Link](https://x.com/AdamoMancino/status/2020795031833977234) 2026-02-09T09:40Z [----] followers, [---] engagements "$HIMS [--] can happen. No rush to add and not selling as I still view the platform potential and how many use it. What am I doing with $HIMS. I am holding. Am I adding.Not quite yet. @TheLongInvest @alc2022 @CMDarnton0 @TravisHoium 📉 $HIMS: The Regulatory Reality Check The "Shortage Loophole" is closing fast. After pulling its $49 compounded weight-loss pill this weekend under intense What am I doing with $HIMS. I am holding. Am I adding.Not quite yet. @TheLongInvest @alc2022 @CMDarnton0 @TravisHoium 📉 $HIMS: The Regulatory Reality Check The "Shortage Loophole" is closing fast. After pulling" [X Link](https://x.com/AdamoMancino/status/2020854882811388143) 2026-02-09T13:38Z [----] followers, [---] engagements "$HIMS The "Core" Business: CFO Yemi Okupe previously highlighted that the non-GLP-1 business (sexual health dermatology etc.) was growing at approximately 43% year-over-year. Without the GLP-1 boost analysts suggest the growth rate could drop from the 6070% range back down toward that 40% baseline. https://twitter.com/i/web/status/2020858070075637834 https://twitter.com/i/web/status/2020858070075637834" [X Link](https://x.com/AdamoMancino/status/2020858070075637834) 2026-02-09T13:51Z [----] followers, [----] engagements "If the $750M figure didn't include GLP-1s the recent FDA crackdown on compounded medications wouldn't be a "guidance-cutting" event. Because GLP-1s are baked into that $750M weight loss target a total removal of those products would likely result in a significant revision to that specific segment's guidance. In short: The $750M target represents the entire weight loss vertical and GLP-1s are a massive driver of that specific number" [X Link](https://x.com/AdamoMancino/status/2020885175958196456) 2026-02-09T15:39Z [----] followers, [---] engagements "@TravisHoium you should add $INTU. I did" [X Link](https://x.com/AdamoMancino/status/2020913045505998947) 2026-02-09T17:29Z [----] followers, [--] engagements "@altcap @obatronics @chamath @MichaelDell @RayDalio Instead of doing this people need to learn how to fish teach them the principles of fishing and then they can fish for themselves" [X Link](https://x.com/AdamoMancino/status/2020961696542765429) 2026-02-09T20:43Z [----] followers, [--] engagements "@cperruna Yeah but then you sold when they had that mistep and I predicted it would be a steal at under [--] But ultimately we both missed out lol $CRDO https://x.com/i/status/1625672320785256448 @cperruna In time this price here could be great opportunity. Will take plenty of time but in [--] years. short term maybe hits 5-7. https://x.com/i/status/1625672320785256448 @cperruna In time this price here could be great opportunity. Will take plenty of time but in [--] years. short term maybe hits 5-7" [X Link](https://x.com/AdamoMancino/status/2021218236570734915) 2026-02-10T13:42Z [----] followers, [---] engagements "$googl I sold at [---] $amzn I sold at [---] Crickets 🦗" [X Link](https://x.com/AdamoMancino/status/2021236050589368831) 2026-02-10T14:53Z [----] followers, [---] engagements "RT @CNBC: Lyft CEO Risher says consumer is showing 'no softness' as stock slides 15% after earnings https://www.cnbc.com/2026/02/11/lyft-ceo-david-risher-earnings-stock.htmltaid=698caaf11b24f3000130a841&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter https://www.cnbc.com/2026/02/11/lyft-ceo-david-risher-earnings-stock.htmltaid=698caaf11b24f3000130a841&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter" [X Link](https://x.com/AdamoMancino/status/2021638689760108607) 2026-02-11T17:33Z [----] followers, [--] engagements "RT @TheTranscript_: Zillow CEO: "We delivered strong results across the business and achieved all of our reported financial targets for the" [X Link](https://x.com/anyuser/status/2021915955706904863) 2026-02-12T11:55Z [----] followers, [--] engagements "$ADBE - Adobe Inc.A global leader in creative and digital experience software. New Strategic News: Adobe is leading the creative AI revolution with its Firefly generative AI models which are now deeply integrated into Photoshop and Illustrator. Despite a competitive landscape the company maintains high margins and a dominant position in the "Content-as-a-Service" market. $AMZN - Amazon Inc.A global leader in e-commerce cloud (AWS) and advertising. Q3 [----] Results: Amazon reported record revenue of $180.2 billion (up 12%) and a massive EPS of $1.95 crushing the $1.56 forecast. New Strategic" [X Link](https://x.com/AdamoMancino/status/2008230279987572846) 2026-01-05T17:33Z [----] followers, [---] engagements "$WM a staple" [X Link](https://x.com/AdamoMancino/status/2019068461314416806) 2026-02-04T15:20Z [----] followers, [--] engagements "All of those who sold $PYPL that were so convicted.sad really. Now watch this hit [---] Sure branded check out not great but not a dying asset and generates a shit ton of cash" [X Link](https://x.com/AdamoMancino/status/2021237855008260147) 2026-02-10T15:00Z [----] followers, 18.5K engagements "Value investor finds value that is more than price $PYPL All of those who sold $PYPL that were so convicted.sad really. Now watch this hit [---] Sure branded check out not great but not a dying asset and generates a shit ton of cash. All of those who sold $PYPL that were so convicted.sad really. Now watch this hit [---] Sure branded check out not great but not a dying asset and generates a shit ton of cash" [X Link](https://x.com/AdamoMancino/status/2021238180834418953) 2026-02-10T15:01Z [----] followers, 17.8K engagements "My rules: Don't work for money make money work for you. Happiness is positive cash flow. Tenants: 1) We are investors not speculators. 2) Every investment is the present value of all future cash flow. 3) If we don't understand it we don't invest in it. 4) In the short run the market is a voting machine but in the long run it's a weighing machine. 5) A great story becomes a bad investment if you pay the wrong price. https://twitter.com/i/web/status/2021238407230366114 https://twitter.com/i/web/status/2021238407230366114" [X Link](https://x.com/AdamoMancino/status/2021238407230366114) 2026-02-10T15:02Z [----] followers, [---] engagements "$LYFT and $ZG after the close today" [X Link](https://x.com/AdamoMancino/status/2021272209294000402) 2026-02-10T17:17Z [----] followers, [---] engagements "@cperruna @ThePupOfWallSt Fair. I will say even at where I purchased I saw value. Time will tell. Sure the news and CEO exit was not a good event" [X Link](https://x.com/AdamoMancino/status/2021283030174781554) 2026-02-10T18:00Z [----] followers, [--] engagements "I always get the negative feedback.then in time I hear crickets. Some see what I see. $PYPL $PYPL price just ridiculous to own Venmo. financials great. 8x PE. this isn't a BK situation. in fact the company is still growing. spitting off 5b cash a year. almost no debt. if i'm the co im buying back stock up to $50 non-stop. a buyout at 12x puts shares at $65 $PYPL price just ridiculous to own Venmo. financials great. 8x PE. this isn't a BK situation. in fact the company is still growing. spitting off 5b cash a year. almost no debt. if i'm the co im buying back stock up to $50 non-stop. a buyout" [X Link](https://x.com/AdamoMancino/status/2021294618772389995) 2026-02-10T18:46Z [----] followers, [---] engagements "@ThePupOfWallSt @cperruna eventually the stock trades inline with the net income. sure that could stall or go up slighly or not but the stock is so far removed" [X Link](https://x.com/AdamoMancino/status/2021319767458517174) 2026-02-10T20:26Z [----] followers, [--] engagements "@ThePupOfWallSt @cperruna maybe or maybe the bottom that had to happen happened. divy not great but share buybacks and if EPS continues to rise eventually something has to give. Sentiment and Psychology" [X Link](https://x.com/AdamoMancino/status/2021321044561183106) 2026-02-10T20:31Z [----] followers, [--] engagements "$KHC earnings Before Market Open tomorrow" [X Link](https://x.com/AdamoMancino/status/2021323559818121651) 2026-02-10T20:41Z [----] followers, [---] engagements "@QualityInvest5 no margin no debt and if $ADBE hits under [---] I may add more" [X Link](https://x.com/AdamoMancino/status/2021327114276868572) 2026-02-10T20:55Z [----] followers, [---] engagements "@QualityInvest5 same with $INTU" [X Link](https://x.com/AdamoMancino/status/2021327153271361651) 2026-02-10T20:55Z [----] followers, [---] engagements "$LYFT Lyft reported its fourth-quarter and full-year [----] earnings on February [--] [----]. The results highlighted a record-breaking year for the company though it continues to face intense competition. Pros (Key Strengths & Growth) Record Financial Performance: Lyft achieved its most profitable quarter on record in Q4 [----]. Gross bookings grew 19% year-over-year to $5.1 billion and revenue reached $1.8 billion (on an adjusted basis) exceeding Wall Street expectations. Strong Cash Flow & Share Repurchases: The company generated over $1.1 billion in free cash flow for the full year. Confidence in" [X Link](https://x.com/AdamoMancino/status/2021331070201790632) 2026-02-10T21:10Z [----] followers, [---] engagements "$ZG Zillow reported its fourth-quarter and full-year [----] results today February [--] [----]. The company reached a significant milestone by achieving full-year GAAP profitability but its stock has been under pressure leading up to the report due to a difficult real estate environment and legal "noise." Pros (Key Strengths & Momentum) Full-Year Profitability: For the first time in years Zillow achieved positive GAAP net income for the full year [----] signaling that its cost-cutting measures and new revenue streams are finally outweighing its massive operational expenses. Revenue Outperformance: Q4" [X Link](https://x.com/AdamoMancino/status/2021331492131962981) 2026-02-10T21:12Z [----] followers, [---] engagements "$LYFT For the fourth quarter of [----] (ended December 31) Lyfts cash flow figures showed significant growth reinforcing its "operational excellence" narrative. Q4 [----] Cash Flow Breakdown Net Cash from Operating Activities: $320.3 million This was a notable increase compared to the $153.4 million reported in Q4 of [----] more than doubling year-over-year. Free Cash Flow (FCF): $311.5 million For the single quarter FCF was very strong contributing to the full-year record of $1.12 billion. This represents an incredibly high conversion rate from operating cash which is common for Lyft's" [X Link](https://x.com/AdamoMancino/status/2021332173861589400) 2026-02-10T21:15Z [----] followers, [---] engagements "$ZG Zillow reported its fourth-quarter and full-year [----] results today February [--] [----]. Similar to Lyft Zillow showed a strong trend of cash generation though they use a specific "Adjusted Free Cash Flow" metric to account for their mortgage business. Q4 [----] Cash Flow (Quarterly) Operating Cash Flow: $122 million (GAAP) Adjusted Free Cash Flow: $125 million This was a significant increase from $78 million in Q4 of [----]. Zillows "Adjusted" version of FCF includes adjustments for their mortgage originations (repurchase agreements) which they consider a part of their ongoing liquidity" [X Link](https://x.com/AdamoMancino/status/2021332328178438566) 2026-02-10T21:15Z [----] followers, [---] engagements "$ZG In today's Q4 [----] earnings report (Feb [--] 2026) Rentals was the "star player" for Zillow continuing to outpace all other segments in terms of growth. The Numbers Revenue: Rentals revenue reached $168 million for the quarter a massive 45% increase year-over-year. Full-Year Momentum: For the entire year of [----] rentals revenue grew roughly 40% hitting Zillow's internal targets and proving that the "Rentals Marketplace" is no longer just a side project. Multifamily Surge: The primary driver was multifamily revenue which skyrocketed 63% year-over-year in Q4. Key Growth Drivers Inventory" [X Link](https://x.com/AdamoMancino/status/2021332628075577706) 2026-02-10T21:17Z [----] followers, [---] engagements "$ZG Despite the stock drop Zillow's financials are actually strengthening. They are now GAAP profitable and generating over $400 million in adjusted free cash flow annually. For long-term investors the disconnect between the "slumping" stock price and the "growing" fundamentals in rentals and mortgages is the key story to watch. @TravisHoium https://twitter.com/i/web/status/2021332989012025470 https://twitter.com/i/web/status/2021332989012025470" [X Link](https://x.com/AdamoMancino/status/2021332989012025470) 2026-02-10T21:18Z [----] followers, [---] engagements "$LYFT @TravisHoium [--]. The "Cash Machine" Milestone The most objective silver lining is that Lyft has successfully pivoted from a cash-burning startup to a self-sustaining business. $1.1 Billion in Free Cash Flow: Generating over a billion dollars in cash in a single year is a massive psychological and financial hurdle to clear. It proves the "asset-light" model works at scale. Capital Return: Because they have this cash they authorized a $1 billion share buyback. At current valuations this could retire roughly 15% of the total company which significantly increases the "earnings per share" for" [X Link](https://x.com/AdamoMancino/status/2021333282479046686) 2026-02-10T21:19Z [----] followers, [---] engagements "$LYFT The primary reason for the GAAP miss was a $168 million negative impact from changes in legal tax and regulatory reserves and settlements. Essentially Lyft had to set aside a massive chunk of money for legal/regulatory issues which reduced the "top-line" revenue number reported for the quarter. The "Adjusted" Perspective: If you strip out that $168 million legal charge Lyft's revenue would have been $1.8 billion which is likely where the "beat" narrative in some headlines (and my previous response) came from. https://twitter.com/i/web/status/2021334955738243502" [X Link](https://x.com/AdamoMancino/status/2021334955738243502) 2026-02-10T21:26Z [----] followers, [---] engagements "$LYFT and $ZG were fine for me" [X Link](https://x.com/AdamoMancino/status/2021335666160959757) 2026-02-10T21:29Z [----] followers, [---] engagements "Opportunity $LYFT The double digit decline in $LYFT after hours makes no sense. Q4 [----] earnings were strong. The issue appears to be $1.6 billion in revenue vs. expectations of $1.75 billion. As they stated without a $168 million impact from certain legal tax and regulatory reserve changes https://t.co/hjzgjLouzQ The double digit decline in $LYFT after hours makes no sense. Q4 [----] earnings were strong. The issue appears to be $1.6 billion in revenue vs. expectations of $1.75 billion. As they stated without a $168 million impact from certain legal tax and regulatory reserve changes" [X Link](https://x.com/AdamoMancino/status/2021339966169809085) 2026-02-10T21:46Z [----] followers, [---] engagements "$ZG $Z Earnings: - Q4 revenue was up 18% year over year to $654 million near the high end of the company's outlook range. Full-year [----] revenue of $2.6 billion was up 16% year over year. The residential real estate industry grew by 3% in Q4 and 3% for full-year [----] according to https://t.co/L148xtRSDn $Z Earnings: - Q4 revenue was up 18% year over year to $654 million near the high end of the company's outlook range. Full-year [----] revenue of $2.6 billion was up 16% year over year. The residential real estate industry grew by 3% in Q4 and 3% for full-year [----] according to" [X Link](https://x.com/AdamoMancino/status/2021340129881944382) 2026-02-10T21:46Z [----] followers, [---] engagements "So $KHC will not separate now. Will Berkshire keep its investment. That's possible" [X Link](https://x.com/AdamoMancino/status/2021556286727631009) 2026-02-11T12:05Z [----] followers, [---] engagements "$KHC https://finance.yahoo.com/news/kraft-heinz-reports-fourth-quarter-120000768.html https://finance.yahoo.com/news/kraft-heinz-reports-fourth-quarter-120000768.html" [X Link](https://x.com/AdamoMancino/status/2021557336683237438) 2026-02-11T12:10Z [----] followers, [---] engagements "Cash flow decent of [----] and free cash flow of [----]. Both going up. $KHC" [X Link](https://x.com/AdamoMancino/status/2021558700876427747) 2026-02-11T12:15Z [----] followers, [---] engagements "One stat no one talking about with $KHC In December [----] they had cash of [--] billion and [--] billion debt In December [----] they have [-----] billion in cash and [--] billion in debt Vast improvement This is not a turd 🤬" [X Link](https://x.com/AdamoMancino/status/2021561412322218116) 2026-02-11T12:26Z [----] followers, [---] engagements "New CEO of $KHC doing right thing. No spin off and setting bar low and starting a rebuild. Like it" [X Link](https://x.com/AdamoMancino/status/2021563532450394621) 2026-02-11T12:34Z [----] followers, [---] engagements "To be clear. John Goodman is spot on and what my goal was and accomplished. Rinse and repeat and no unnecessary risks When you have 🍋 make lemonade When you have 🍋 make lemonade" [X Link](https://x.com/AdamoMancino/status/2021567417793609956) 2026-02-11T12:50Z [----] followers, [--] engagements "RT @TheLongInvest: $NKE moving to the breakout point now What comes next is Wave 3" [X Link](https://x.com/AdamoMancino/status/2021568924559560987) 2026-02-11T12:56Z [----] followers, [--] engagements "Long $DKNG 💪🏻😎 Given that $DKNG trades at only 3x revenues the prediction market business is relatively immaterial ($1.50 per share) to $HOODs current valuation. Online casinos Online brokers. Given that $DKNG trades at only 3x revenues the prediction market business is relatively immaterial ($1.50 per share) to $HOODs current valuation. Online casinos Online brokers" [X Link](https://x.com/AdamoMancino/status/2021579482977419758) 2026-02-11T13:38Z [----] followers, [---] engagements "Epic collapse in parts of market" [X Link](https://x.com/AdamoMancino/status/2021604665339634118) 2026-02-11T15:18Z [----] followers, [---] engagements "Fundamentals being thrown out. 😂 No margin no problem Let it play out" [X Link](https://x.com/AdamoMancino/status/2021614406228914648) 2026-02-11T15:56Z [----] followers, [--] engagements "$mbly https://finance.yahoo.com/news/mahindra-selects-mobileyes-supervision-surround-131900603.html https://finance.yahoo.com/news/mahindra-selects-mobileyes-supervision-surround-131900603.html" [X Link](https://x.com/AdamoMancino/status/2021625519003807803) 2026-02-11T16:40Z [----] followers, [---] engagements "RT @HedgeFundTips: Munger show me the incentives and Ill show you the outcome. 👇 $PYPL" [X Link](https://x.com/AdamoMancino/status/2021638801656095094) 2026-02-11T17:33Z [----] followers, [--] engagements "Has to be a short term bounce here for sure" [X Link](https://x.com/AdamoMancino/status/2021663846684143781) 2026-02-11T19:13Z [----] followers, [--] engagements "Customer Satisfaction (ACSI Scores) According to the American Customer Satisfaction Index (ACSI) 2025-2026 reports Lyft has recently edged out Uber in overall customer satisfaction. Lyft: Scored 77/100 seeing a slight increase in favorability particularly among casual and infrequent riders. Uber: Scored 75/100 a minor decline from previous years though it remains the dominant market leader in terms of volume and availability. If you value a consistent high-end professional service and specialized ride types Uber (specifically Comfort or Black) is generally rated higher by users. If you prefer" [X Link](https://x.com/AdamoMancino/status/2021751499785712002) 2026-02-12T01:01Z [----] followers, [--] engagements "$FSLY https://finance.yahoo.com/news/fastly-announces-both-record-fourth-210500815.html https://finance.yahoo.com/news/fastly-announces-both-record-fourth-210500815.html" [X Link](https://x.com/AdamoMancino/status/2021915193270530228) 2026-02-12T11:52Z [----] followers, [--] engagements "@cleanmoney86 [--] and [--] and that probably changes today with $LYFT but I have not sold neither and expect good things. My top [--] currently are $QQQI $RBLX $DIS Actually my biggest position is cash 👑" [X Link](https://x.com/AdamoMancino/status/2021553757520118224) 2026-02-11T11:55Z [----] followers, [---] engagements "When you have 🍋 make lemonade Do I like watching my portfolio fall. Yeah I do because I'm crazy and I know in the end I'll come out even stronger 💪🏻 and better and when things are too good I get bored and sad. Just my DNA and I am locked and loaded to buy This video explains it except I'm no gambler Do I like watching my portfolio fall. Yeah I do because I'm crazy and I know in the end I'll come out even stronger 💪🏻 and better and when things are too good I get bored and sad. Just my DNA and I am locked and loaded to buy This video explains it except I'm no gambler" [X Link](https://x.com/AdamoMancino/status/2021566010852352496) 2026-02-11T12:44Z [----] followers, [---] engagements "@cperruna @TicketInsider Potential Opportunity here $LYFT @cperruna" [X Link](https://x.com/AdamoMancino/status/2021568278015902111) 2026-02-11T12:53Z [----] followers, [---] engagements "@davidrisher will be on @CNBC at 8:40 am $LYFT [----] was an important chapter in @Lyft's comeback and were only continuing to transform. We just reported record Q4 & full-year bookings and earnings and all lights are 🟢 for continued growth in [----]. See our full earnings results: https://t.co/1ZziFqJnRX [----] was an important chapter in @Lyft's comeback and were only continuing to transform. We just reported record Q4 & full-year bookings and earnings and all lights are 🟢 for continued growth in [----]. See our full earnings results: https://t.co/1ZziFqJnRX" [X Link](https://x.com/AdamoMancino/status/2021568642983342337) 2026-02-11T12:54Z [----] followers, [---] engagements "@Fin_Eng_Net https://x.com/i/status/2021561412322218116 One stat no one talking about with $KHC In December [----] they had cash of [--] billion and [--] billion debt In December [----] they have [-----] billion in cash and [--] billion in debt Vast improvement This is not a turd 🤬 https://x.com/i/status/2021561412322218116 One stat no one talking about with $KHC In December [----] they had cash of [--] billion and [--] billion debt In December [----] they have [-----] billion in cash and [--] billion in debt Vast improvement This is not a turd 🤬" [X Link](https://x.com/AdamoMancino/status/2021570782925664591) 2026-02-11T13:03Z [----] followers, [--] engagements "RT @RealJimChanos: Given that $DKNG trades at only 3x revenues the prediction market business is relatively immaterial ($1.50 per share) t" [X Link](https://x.com/AdamoMancino/status/2021579320003616901) 2026-02-11T13:37Z [----] followers, [--] engagements "RT @TheLongInvest: $ETH Accumulate under the [---] WMA and hold until $9000 That's it" [X Link](https://x.com/AdamoMancino/status/2021579356603109770) 2026-02-11T13:37Z [----] followers, [---] engagements "Great interview @davidrisher and opportunity for investors $LYFT @lyft @davidrisher will be on @CNBC at 8:40 am $LYFT @davidrisher will be on @CNBC at 8:40 am $LYFT" [X Link](https://x.com/AdamoMancino/status/2021586310062895546) 2026-02-11T14:05Z [----] followers, [---] engagements "$KHC CEO has a real track record and don't underestimate him. He sees opportunity and they have the shelf space " [X Link](https://x.com/AdamoMancino/status/2021589499579433001) 2026-02-11T14:17Z [----] followers, [---] engagements "$ZG decline is ridiculous" [X Link](https://x.com/AdamoMancino/status/2021593309278318886) 2026-02-11T14:32Z [----] followers, [---] engagements "$Intu I could add more. [---] please" [X Link](https://x.com/AdamoMancino/status/2021606381430739125) 2026-02-11T15:24Z [----] followers, [---] engagements "$PYPL Alex Chriss farewell post after stepping away from $PYPL I personally think he should have been given longer and its a real shame to see him leave. It was an honor to jump into the fight and Im incredibly proud of the PayPal organization-- the path we created with bold https://t.co/lEU619HTNi Alex Chriss farewell post after stepping away from $PYPL I personally think he should have been given longer and its a real shame to see him leave. It was an honor to jump into the fight and Im incredibly proud of the PayPal organization-- the path we created with bold https://t.co/lEU619HTNi" [X Link](https://x.com/AdamoMancino/status/2021652334426906890) 2026-02-11T18:27Z [----] followers, [---] engagements "@cperruna @cheri8891 @TicketInsider Yet I'm up on $LYFT down on $UBER 😎" [X Link](https://x.com/AdamoMancino/status/2021784255018258823) 2026-02-12T03:11Z [----] followers, [---] engagements "@alc2022 With $DUOL different as I think they have something. I used to have Spotify and well now I don't and YouTube premium is way better" [X Link](https://x.com/AdamoMancino/status/2021905130619375848) 2026-02-12T11:12Z [----] followers, [---] engagements "$BIRK https://finance.yahoo.com/news/birkenstock-reports-fiscal-first-quarter-110500108.html https://finance.yahoo.com/news/birkenstock-reports-fiscal-first-quarter-110500108.html" [X Link](https://x.com/AdamoMancino/status/2021924027984396566) 2026-02-12T12:27Z [----] followers, [--] engagements "happy dividend day from $STZ" [X Link](https://x.com/AdamoMancino/status/2021927474008141831) 2026-02-12T12:40Z [----] followers, [--] engagements "Great move would you not agree $GOOGL and $AMZN I am out of $GOOGL and $AMZN and I have done very very well. I am out of $GOOGL and $AMZN and I have done very very well" [X Link](https://x.com/AdamoMancino/status/2021974756317442423) 2026-02-12T15:48Z [----] followers, [---] engagements "I will allocate $WM proceeds to my portfolio just seeing what and how" [X Link](https://x.com/AdamoMancino/status/2021983720979464433) 2026-02-12T16:24Z [----] followers, [---] engagements "Yeah I got BALLS. I have completed my core in $DUOL and $HIMS I reserve the right to add more for additiaonal trading positions if I see fit" [X Link](https://x.com/AdamoMancino/status/2021995551898919276) 2026-02-12T17:11Z [----] followers, [---] engagements "$DUOL $HIMS $ADBE $INTU Gemini said I'm seeing some massive resets across the tech and software space right now. Looking at a few key names Duolingo $DUOL has officially hit the "80% off" clearance rack trading right at its $108.98 target relative to its $544.93 all-time high. Hims & Hers $HIMS isn't Gemini said I'm seeing some massive resets across the tech and software space right now. Looking at a few key names Duolingo $DUOL has officially hit the "80% off" clearance rack trading right at its $108.98 target relative to its $544.93 all-time high. Hims & Hers $HIMS isn't" [X Link](https://x.com/AdamoMancino/status/2022020256454283504) 2026-02-12T18:49Z [----] followers, [---] engagements "@ScrollTroll2023 I think they have a plan and we may see that by 2nd half of [----]. Again record users and [--] billion a searches a month and forward PE of [--] or less now with no debt fantastic cash balance of [---] billion great cash flow and buying back stock. I'm goos owning this. $PINS" [X Link](https://x.com/AdamoMancino/status/2022295323616366648) 2026-02-13T13:02Z [----] followers, [--] engagements "$LYFT CEO on cc said multiple winners in AV and even mentioned $MBLY" [X Link](https://x.com/AdamoMancino/status/2021542082171797979) 2026-02-11T11:09Z [----] followers, [---] engagements "@alc2022 I think with $SPOT you maybe wrong. Have you ever tried $GOOGL youtube premium.no need for $SPOT" [X Link](https://x.com/AdamoMancino/status/2021655253708660767) 2026-02-11T18:39Z [----] followers, [----] engagements "$COIN is interesting" [X Link](https://x.com/AdamoMancino/status/2021951475673686520) 2026-02-12T14:16Z [----] followers, [---] engagements "$STZ https://finance.yahoo.com/news/constellation-brands-announces-ceo-succession-211600750.html https://finance.yahoo.com/news/constellation-brands-announces-ceo-succession-211600750.html" [X Link](https://x.com/AdamoMancino/status/2022060206797320350) 2026-02-12T21:28Z [----] followers, [---] engagements "adding users very nicely. $PINS https://s204.q4cdn.com/369458543/files/doc_earnings/2025/q4/presentation/2025-Q4-IR-Earnings-Presentation.pdf https://s204.q4cdn.com/369458543/files/doc_earnings/2025/q4/presentation/2025-Q4-IR-Earnings-Presentation.pdf" [X Link](https://x.com/AdamoMancino/status/2022064118145159194) 2026-02-12T21:43Z [----] followers, [---] engagements "Bear markets build houses. Yes there is a bear market in SAAS" [X Link](https://x.com/AdamoMancino/status/2022114047861444611) 2026-02-13T01:02Z [----] followers, [---] engagements "$PINS Pinterest reports Q4 revenue up 14% YoY to $1.32B vs. $1.33B est. MAUs up 12% to 619M and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (@jonathanvanian / CNBC) https://t.co/2lkASwBTir https://t.co/N3uD1RQje7 📥 Send tips https://t.co/wlNZvXtJTU Pinterest reports Q4 revenue up 14% YoY to $1.32B vs. $1.33B est. MAUs up 12% to 619M and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (@jonathanvanian / CNBC) https://t.co/2lkASwBTir https://t.co/N3uD1RQje7 📥 Send tips https://t.co/wlNZvXtJTU" [X Link](https://x.com/AdamoMancino/status/2022269430537822355) 2026-02-13T11:19Z [----] followers, [---] engagements "sometimes.this may sound crazy.Stocks need to down a lot to go up higher than ever" [X Link](https://x.com/AdamoMancino/status/2022365867204305194) 2026-02-13T17:42Z [----] followers, [--] engagements "I like $XYZ and own" [X Link](https://x.com/AdamoMancino/status/2019069919845900533) 2026-02-04T15:25Z [----] followers, [---] engagements "Square is gone Block is here and the ticker is now $XYZ. But one thing hasn't changed: the extreme volatility. Currently trading 82% below its [----] highs $XYZ is a case study in market sentiment vs. fundamental growth. The $XYZ (formerly $SQ) Drawdown History: 2018-2020: -61.5% (The Pre-Pandemic Pivot) 2021-2023: -86.1% (The "Fintech Winter") 2025-2026: -44.5% (The "Execution" Correction) The Takeaway:Wall Street is torn. Half the analysts are calling this the "Best Idea for 2026" because of its 9x EBITDA valuation while the other half is waiting for proof that the "everything app" strategy" [X Link](https://x.com/AdamoMancino/status/2019742614723920222) 2026-02-06T11:58Z [----] followers, [----] engagements "I have sold all my $WM stock. I did well. Obviously I like this one long term but the long term debt was not a fan of" [X Link](https://x.com/AdamoMancino/status/2021973399296520252) 2026-02-12T15:43Z [----] followers, [---] engagements "Liquidated $WM and $CVS today. Added to $QQQI $DUOL and $HIMS Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds: $QQQI $RBLX $NKE $DIS $DUOL $MBLY $STZ $HIMS $INTU $RBRK $PYPL $ADBE $UBER $LYFT $OPRA $KHC $BIRK $PATH $DKNG $TTD $CART $XYZ $PINS $ZG $SNAP Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds: $QQQI $RBLX $NKE $DIS $DUOL $MBLY $STZ $HIMS $INTU $RBRK $PYPL $ADBE $UBER $LYFT $OPRA $KHC $BIRK $PATH $DKNG $TTD $CART $XYZ $PINS $ZG $SNAP" [X Link](https://x.com/AdamoMancino/status/2022002295362531546) 2026-02-12T17:38Z [----] followers, [---] engagements "Gemini said I'm seeing some massive resets across the tech and software space right now. Looking at a few key names Duolingo $DUOL has officially hit the "80% off" clearance rack trading right at its $108.98 target relative to its $544.93 all-time high. Hims & Hers $HIMS isn't far behind sitting near $16 against an eighty-percent-down target of $14.60. Meanwhile the "moat" plays like Intuit ($INTU) and Adobe ($ADBE) are showing more resilience; $INTU is currently halfway to that deep-value mark at $392 while $ADBE is seeing a more moderate drop trading around $253 compared to its $137.67" [X Link](https://x.com/AdamoMancino/status/2022019801997332788) 2026-02-12T18:47Z [----] followers, [---] engagements "@cperruna @jackravager When did I do that. By the way hows $AMZN and $GOOGL doing after earnings and capex 😎" [X Link](https://x.com/AdamoMancino/status/2022140381773935063) 2026-02-13T02:46Z [----] followers, [---] engagements "Regarding $CART the fears of $AMZN competition is way way over blown. $AMZN food delivery is much smaller cart checkout as $CART has the supermarkets and $COST" [X Link](https://x.com/AdamoMancino/status/2022289639499767910) 2026-02-13T12:39Z [----] followers, [---] engagements "Just how violent the drop happens the violent upside can happen too. Keep that in mind" [X Link](https://x.com/AdamoMancino/status/2022333468781469827) 2026-02-13T15:34Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AdamoMancino Adam Mancino
There is no news about Adam Mancino. The provided text appears to be a collection of tweets from various individuals discussing their stock holdings and market observations. The tweets mention several companies, including $STZ, $CG, $ADBE, $Roku, $SNAP, $ZG, and $PINS, but there is no information about Adam Mancino.
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Social Influence
Social category influence stocks 75.81% technology brands 39.07% finance 25.12% cryptocurrencies 5.12% fashion brands 5.12% social networks 3.72% exchanges 0.93% gaming 0.47%
Social topic influence lyft #54, $intu #53, $lyft #12, $hims #164, $mbly #2, $zg #2, $dkng #181, $pypl #921, $pins #32, $khc #10
Top accounts mentioned or mentioned by @cperruna @thepupofwallst @travishoium @qualityinvest5 @richardhurtz87 @alc2022 @peacetee2021 @scrolltroll2023 @thelonginvest @cnbc @cleanmoney86 @richard_hurtz87 @celo @mukund @thebigshorty3 @coinviction @ticketinsider @davidrisher @cheri8891 @jackravager
Top assets mentioned Intuit Inc. (INTU) Lyft, Inc. Class A Common Stock (LYFT) Hims & Hers Health, Inc. (HIMS) Mobileye Global Inc. (MBLY) Zillow Group, Inc. (ZG) DraftKings Inc. Class A Common Stock (DKNG) PayPal Holdings Inc (PYPL) Pinterest, Inc. (PINS) Kraft Heinz Co (KHC) Adobe, Inc. (ADBE) Uber Technologies, Inc. (UBER) Snap, Inc. (SNAP) Duolingo, Inc. (DUOL) Maplebear Inc. (CART) Trade Desk, Inc. (TTD) Roblox Corp. (RBLX) Birkenstock Holding plc (BIRK) Constellation Brands, Inc. Class A (STZ) Nike Inc (NKE) Alphabet Inc Class A (GOOGL) Rubrik, Inc. (RBRK) Block, Inc. (XYZ) DisChain (DIS) UiPath, Inc. (PATH) Waste Management, Inc. (WM) Amazon.com, Inc. (AMZN) Celo (CELO) CVS Health Corp (CVS) Ethereum (ETH) Snowflake Inc. (SNOW) Spotify Technology (SPOT) Pfizer, Inc. (PFE) Molson Coors Beverage Co Class B (TAP) Microsoft Corp. (MSFT) Block, Inc. (SQ) Metadium (META) Kroger Co (KR)
Top Social Posts
Top posts by engagements in the last [--] hours
"$CART Is on a roll and all these negative articles are bear traps"
X Link 2025-12-19T15:51Z [----] followers, [---] engagements
"Another opportunity to add to $CART $CART -3% Instacart stock falls following Uber's announcement of Kroger grocery delivery across nearly [----] stores on Uber Eats Uber and Postmates apps nationwide. https://t.co/ayBN1i1DSU https://t.co/7qYggZ8VG1 $CART -3% Instacart stock falls following Uber's announcement of Kroger grocery delivery across nearly [----] stores on Uber Eats Uber and Postmates apps nationwide. https://t.co/ayBN1i1DSU https://t.co/7qYggZ8VG1"
X Link 2026-01-15T14:13Z [----] followers, [---] engagements
"$CELO CELO https://t.co/EEcce3EQuR https://t.co/EEcce3EQuR"
X Link 2026-01-20T17:26Z [----] followers, [---] engagements
"$MBLY The January [----] earnings report from Mobileye presents a "tug-of-war" between long-term strategic expansion and short-term financial volatility. Here are the pros and cons based on today's release: The Pros: Strategic Growth & Future Pipeline Strong Sales Pipeline: The automotive revenue pipeline through [----] was raised to $24.5 billion a 42% increase from previous years. This suggests massive long-term demand from car manufacturers. Expansion into "Physical AI": The acquisition of Mentee Robotics ($900 million) is seen as a major "pro" by analysts. It moves Mobileye beyond just cars"
X Link 2026-01-22T12:30Z [----] followers, [---] engagements
"$MBLY I have said 2027-2028 and why I am a long term investor in Mobileye. The "Inflection Point" Mobileye leadership has previously pointed to 2027-2028 as the true "inflection point" for revenue acceleration. This is because: Production Lead Times: A "win" today often takes [--] years to actually show up in a car on a dealership lot. Advanced Tech: Higher-margin products like SuperVision and Chauffeur (which cost more per car than basic ADAS) are scheduled to scale in volume toward the end of the decade. Robotaxis: Commercial scaling of robotaxi services (like the VW program) is targeted to"
X Link 2026-01-22T12:50Z [----] followers, [---] engagements
"$MBLY cc was fine"
X Link 2026-01-22T14:09Z [----] followers, [---] engagements
"$DKNG Here is why I went long again: The "buy the dip" opportunity on DraftKings $DKNG looks like a generational entry point as we head into [----]. After the Q3 "house luck" volatility the market seems to be missing the massive structural shifts that make this a dominant free-cash-flow machine. Here is why Ive rebought DKNG for the [----] run: [--]. The ESPN "Power Couple" Era The era of media companies trying to build their own sportsbooks is over. By booting Penn and signing an exclusive deal with DraftKings (effective Dec [--] 2025) ESPN has admitted that DraftKings is the king of the mountain."
X Link 2026-01-22T20:27Z [----] followers, [----] engagements
"Yeah totally absurd. $MBLY will be above IPO price in time. $MBLY We expanded the pipeline at breakneck speed and now see at least a 50% increase in revenue on average through [----]. Stock down 6% https://t.co/mC4tPfJWNQ $MBLY We expanded the pipeline at breakneck speed and now see at least a 50% increase in revenue on average through [----]. Stock down 6% https://t.co/mC4tPfJWNQ"
X Link 2026-01-23T15:11Z [----] followers, [---] engagements
"Agree and long on $MBLY $LYFT $ZG I prefer and long $DKNG vs $MGM I prefer and long $NKE vs $ONON @TravisHoium The [--] Stocks You're Ignoring Right Now via @YouTube https://youtu.be/-0YChCulzdYsi=pCctCaHnNIhkIqgt https://youtu.be/-0YChCulzdYsi=pCctCaHnNIhkIqgt"
X Link 2026-01-23T15:19Z [----] followers, [---] engagements
"$CELO CELO 👥 Monthly active addresses on @Celo are at an all-time high of 1.7m up 50% in the past six months. https://t.co/CSrHve7bcH 👥 Monthly active addresses on @Celo are at an all-time high of 1.7m up 50% in the past six months. https://t.co/CSrHve7bcH"
X Link 2026-01-26T13:23Z [----] followers, [---] engagements
"$CELO CELO #CELO 👥 Monthly active addresses on @Celo are at an all-time high of 1.7m up 50% in the past six months. https://t.co/CSrHve7bcH 👥 Monthly active addresses on @Celo are at an all-time high of 1.7m up 50% in the past six months. https://t.co/CSrHve7bcH"
X Link 2026-01-26T22:58Z [----] followers, [----] engagements
"Stocks I'm looking to add more of $CART $PINS $TTD $CVS $BIRK"
X Link 2026-01-27T18:35Z [----] followers, [---] engagements
"@cperruna Fair play on the scoreboard Chris. 🎯 Timing is definitely winning for $SNOW right now. But autonomous isnt a trade; its a generational shift. I'll take the temporary pain for that $24.5B pipeline potential. Check back in '27 $MBLY"
X Link 2026-01-28T18:11Z [----] followers, [---] engagements
"Eyeing $INTU but it's a falling knife now. Would love 350-400"
X Link 2026-01-29T15:03Z [----] followers, [---] engagements
"Looking to add more and maybe new names. Def looking to add more $RBLX $CART $TTD $BIRK $PINS $SNAP $RBRK and others I already own. New names I would consider at the right price $INTU under [---] or less for sure and maybe even $MSFT at [---] or less. Here is what I currently hold in most recent order of size for stocks then crypto then funds: $GOOGL $DIS $NKE $AMZN $PYPL $RBLX $MBLY $HIMS $LYFT $ADBE $DUOL $UBER $PFE $STZ $CVS $TAP $OPRA $WM $PATH $ZG $DKNG $XYZ $INVZ $KHC $RBRK $BIRK $CART $TTD Here is what I currently hold in most recent order of size for stocks then crypto then funds: $GOOGL"
X Link 2026-01-30T19:25Z [----] followers, [---] engagements
"$PINS Think the market is wrong"
X Link 2026-01-30T21:00Z [----] followers, [---] engagements
"$MBLY $INVZ Mobileye $MBLY Mobileye currently maintains an eight-year automotive revenue pipeline of $24.5 billion. Recent Momentum: This figure grew by approximately 42% compared to their late [----] pipeline driven largely by new design wins with major global automakers and the adoption of more advanced systems like SuperVision and Mobileye Chauffeur. Key Drivers: A major portion of this pipeline is anchored by high-volume ADAS programs including a recent landmark win with a top-tier U.S. automaker that will see their tech installed across millions of vehicles. Innoviz $INVZ Innoviz reports a"
X Link 2026-01-31T13:55Z [----] followers, [----] engagements
"$MBLY $INVZ The Bottom Line You are holding two companies that are effectively the "operating system" and the "eyes" of the future car. The stock prices are currently reflecting interest rates and short-term inventory cycles while the businesses are reflecting record-high order books. $MBLY $INVZ Mobileye $MBLY Mobileye currently maintains an eight-year automotive revenue pipeline of $24.5 billion. Recent Momentum: This figure grew by approximately 42% compared to their late [----] pipeline driven largely by new design wins with major global automakers and $MBLY $INVZ Mobileye $MBLY Mobileye"
X Link 2026-01-31T13:56Z [----] followers, [----] engagements
"$PATH is an opportunity I am long $PATH is the #1 AI automation company in the world. No one else can give AI agents better tools to do more valuable work. $PATH is the #1 AI automation company in the world. No one else can give AI agents better tools to do more valuable work"
X Link 2026-02-01T15:14Z [----] followers, [---] engagements
"My [--] cents: Long $TTD [--]. The CTV "Gold Rush" & Ventura OS Connected TV (CTV) remains the single biggest driver for TTD. As linear TV continues to decline advertisers are moving toward TTD because it offers the precision of digital with the reach of television. Ventura OS: Launched in late [----] TTDs new operating system for CTV is a strategic masterstroke. By moving "up the supply chain" TTD is challenging hardware gatekeepers like Roku and Google TV aiming to provide a cleaner more transparent ad-buying experience for the entire industry. Neutrality: Unlike Google or Amazon TTD doesn't own"
X Link 2026-02-02T03:31Z [----] followers, [---] engagements
"I sold $TAP and $PFE completely"
X Link 2026-02-02T14:34Z [----] followers, [---] engagements
"$CELO $OPRA @tether Together @Tether & @MiniPay are expanding access to USDT & XAUt0 for millions across emerging markets 📲🌐 Proud to support the continued growth of MiniPay as it onboards users worldwide to the new digital economy #BuiltOnCelo 💛 @tether Together @Tether & @MiniPay are expanding access to USDT & XAUt0 for millions across emerging markets 📲🌐 Proud to support the continued growth of MiniPay as it onboards users worldwide to the new digital economy #BuiltOnCelo 💛"
X Link 2026-02-02T17:30Z [----] followers, [----] engagements
"@mikealfred $ZG better"
X Link 2026-02-02T19:54Z [----] followers, [---] engagements
"$DIS you need to look out not just a quarter: Disney $DIS reported its Q1 [----] earnings on February [--] [----]. While the headline numbers showed a beat on both top and bottom lines the stock fell over 5% following the announcement. Financial Summary: Q1 [----] Disney exceeded Wall Street expectations for the first quarter of fiscal 2026: Adjusted EPS: $1.63 (vs. $1.57 expected) Revenue: $25.98 billion (vs. $25.62 billion expected) Operating Income: $4.60 billion (beating estimates of $4.59 billion despite a 9% year-over-year decline) Conference Call & Performance Highlights The "Experiences""
X Link 2026-02-02T21:21Z [----] followers, [----] engagements
"I went long this name recently and believe under [--] good $TTD INTERESTING FACT: Trade Desk valuation has collapsed in just [--] months. $TTD P/E (NTM) fell from 76x to 15x an 80%+ multiple contraction. Same business. Very different expectations. https://t.co/3L2o9oVtz8 INTERESTING FACT: Trade Desk valuation has collapsed in just [--] months. $TTD P/E (NTM) fell from 76x to 15x an 80%+ multiple contraction. Same business. Very different expectations. https://t.co/3L2o9oVtz8"
X Link 2026-02-03T01:01Z [----] followers, [---] engagements
"I can see this drop in $PYPL like when $XYZ crashed to 40s and then came back. @Couch_Investor $PYPL is Flashing a potential "Mirror Move" of the [----] Block ($SQ) Crash If you feel like youve seen this movie before you probably have. Todays capitulation in PayPal is tracking almost identically to the [----] crash of Block (formerly Square). Back then $SQ hit the $40s on peak pessimism before a massive recovery. Today $PYPL is hitting that same psychological and valuation floor. The Bottom Line: At a $50B market cap the market is pricing the global PayPal infrastructure for almost nothing if you"
X Link 2026-02-03T12:45Z [----] followers, [---] engagements
"$PYPL Q4 [----] Financial Performance Net Revenue: Increased 4% to $8.7 billion. Non-GAAP EPS: Grew 3% to $1.23. Total Payment Volume (TPV): Rose 9% (6% FX-neutral) to $475.1 billion. Transaction Margin Dollars: Increased 3% to $4.0 billion. Full Year [----] Highlights Annual Revenue: $33.2 billion up 4% year-over-year. Non-GAAP EPS: Increased 14% to $5.31. Capital Returns: The company returned $6.0 billion to stockholders through the repurchase of approximately [--] million shares. User Base: Active accounts grew to [---] million a 1.1% increase. [----] Guidance and Outlook Management described 2026"
X Link 2026-02-03T12:48Z [----] followers, [----] engagements
"I am out of $GOOGL and $AMZN and I have done very very well"
X Link 2026-02-03T14:42Z [----] followers, 22.6K engagements
"@cperruna in place I added $QQQI for that change today"
X Link 2026-02-03T14:55Z [----] followers, [----] engagements
"Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds: $QQQI $RBLX $DIS $NKE $INTU $MBLY $PYPL $LYFT $ADBE $STZ $UBER $HIMS $CVS $DUOL $WM $RBRK $OPRA $ZG $PATH $KHC $XYZ $TTD $DKNG $BIRK $CART $PINS $SNAP $ETH $CELO Stable Value Fund Short-Term Fixed Income Fund. https://twitter.com/i/web/status/2018707176496259115 https://twitter.com/i/web/status/2018707176496259115"
X Link 2026-02-03T15:24Z [----] followers, [---] engagements
"@DawsonTu3 @cperruna reminds me when $XYZ bottomed in [----] at 46"
X Link 2026-02-03T15:27Z [----] followers, [---] engagements
"This massacre in $INTU and $ADBE is why you need to be prudent and why margin and debt bad. I think it's ways overdone for these two but whatever I think is bottom it can go another 50%"
X Link 2026-02-03T16:26Z [----] followers, [---] engagements
"@QualityInvest5 I love $INTU here and would buy more in 300s given the chance"
X Link 2026-02-03T17:31Z [----] followers, [----] engagements
"@richard_hurtz87 you may want to revisit when they come in. I did add $QQQI and raised cash. I crushed it on $GOOGL and $AMZN"
X Link 2026-02-03T19:02Z [----] followers, [---] engagements
"Chris seeing the light when earlier he said I lost it lol https://x.com/cperruna/status/2018699522277318814s=20 I am selling $SNOW $SHOP and $HOOD - all for solid long term gains in the spec portfolio. Raising cash. https://x.com/cperruna/status/2018699522277318814s=20 I am selling $SNOW $SHOP and $HOOD - all for solid long term gains in the spec portfolio. Raising cash"
X Link 2026-02-03T19:03Z [----] followers, 18K engagements
"@GiuseppeSanta2 What I hold and believe in: $KHC could actually rally here lol that one I am iffy on but think it does well. https://x.com/AdamoMancino/status/2018707176496259115s=20 Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds: $QQQI $RBLX $DIS $NKE $INTU $MBLY $PYPL $LYFT $ADBE $STZ $UBER $HIMS $CVS $DUOL $WM $RBRK $OPRA $ZG $PATH $KHC $XYZ $TTD $DKNG $BIRK $CART $PINS https://x.com/AdamoMancino/status/2018707176496259115s=20 Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds:"
X Link 2026-02-03T19:07Z [----] followers, [--] engagements
"$STZ $CVS $WM $KHC I'm long. They look good"
X Link 2026-02-03T19:20Z [----] followers, [---] engagements
"another opportunity to add $DIS imo"
X Link 2026-02-03T20:51Z [----] followers, [---] engagements
"Do people realize that $INTU is an oligopoly I was about to buy it at [---] Long $INTU and will add in 300s at this rate $ADBE go to 180-225 I will add"
X Link 2026-02-04T14:57Z [----] followers, [---] engagements
"This is like worse than covid all $INTU I will DCA at [---] $ADBE I will DCA at [---] less but I would love 200"
X Link 2026-02-04T15:01Z [----] followers, [---] engagements
"$INTU ridiculous here. Rsi 15"
X Link 2026-02-04T15:07Z [----] followers, [---] engagements
"$NKE and $BIRK good here I think"
X Link 2026-02-04T15:17Z [----] followers, [---] engagements
"$OPRA way too fucking cheap"
X Link 2026-02-04T15:17Z [----] followers, [---] engagements
"$PYPL will pull and $EBAY and hit a [---] in a few years Watch"
X Link 2026-02-04T15:18Z [----] followers, [---] engagements
"$STZ I was right"
X Link 2026-02-04T15:19Z [----] followers, [---] engagements
"$TTD price getting ridic"
X Link 2026-02-04T15:19Z [----] followers, [---] engagements
"I like $ZG and long"
X Link 2026-02-04T15:19Z [----] followers, [---] engagements
"$MBLY backlog is amazing"
X Link 2026-02-04T15:22Z [----] followers, [---] engagements
"$LYFT a duopoly"
X Link 2026-02-04T15:22Z [----] followers, [---] engagements
"$DKNG good here I believe"
X Link 2026-02-04T15:23Z [----] followers, [---] engagements
"$CART is legit and not a POS"
X Link 2026-02-04T15:23Z [----] followers, [---] engagements
"$RBRK another level and a buy here"
X Link 2026-02-04T15:25Z [----] followers, [---] engagements
"I have a crazy prediction and I think I maybe right $SNAP after hours hits 11"
X Link 2026-02-04T18:54Z [----] followers, [---] engagements
"So everybody knows I am in house shares with these stocks $TTD $DKNG $PINS My cost basis on them year to lifetime is way sub [--] So remember that when you say I'm down on these"
X Link 2026-02-04T20:27Z [----] followers, [---] engagements
"$GOOGL collapsing I sold yesterday"
X Link 2026-02-04T21:03Z [----] followers, [----] engagements
"$SNAP https://s25.q4cdn.com/442043304/files/doc_financials/2025/q4/Snap-Inc-Q4-25-Press-Release.pdf https://s25.q4cdn.com/442043304/files/doc_financials/2025/q4/Snap-Inc-Q4-25-Press-Release.pdf"
X Link 2026-02-04T21:22Z [----] followers, [---] engagements
"$SNAP https://s25.q4cdn.com/442043304/files/doc_financials/2025/q4/Snap-Inc-Q4-25-Earnings-Slides.pdf https://s25.q4cdn.com/442043304/files/doc_financials/2025/q4/Snap-Inc-Q4-25-Earnings-Slides.pdf"
X Link 2026-02-04T21:25Z [----] followers, [---] engagements
"I remember when people were selling $GOOGL [---] I just sold the other day at 344"
X Link 2026-02-05T10:45Z [----] followers, [---] engagements
"@RihardJarc Opportunity Long $SNAP"
X Link 2026-02-05T10:58Z [----] followers, [---] engagements
"$MSFT 🤔 Sentiment shift coming https://finance.yahoo.com/news/stifel-issues-rare-microsoft-downgrade-123633865.html https://finance.yahoo.com/news/stifel-issues-rare-microsoft-downgrade-123633865.html"
X Link 2026-02-05T12:50Z [----] followers, [---] engagements
"@CitronResearch How's $TDOC Andrew lol"
X Link 2026-02-05T13:58Z [----] followers, [---] engagements
"@richard_hurtz87 It's called using Roth IRA"
X Link 2026-02-05T17:14Z [----] followers, [--] engagements
"@Stocktwits Cyber companies are important I own $RBRK"
X Link 2026-02-05T17:16Z [----] followers, [---] engagements
"$HIMS wins $NVO calls out $HIMS for illegally mass-compounding unapproved semaglutide "The action by Hims & Hers is illegal mass compounding that poses a significant risk to patient safety. Novo Nordisk will take legal and regulatory action" $NVO: -6% today $HIMS: +1% today https://t.co/8sqBsFgJQ2 $NVO calls out $HIMS for illegally mass-compounding unapproved semaglutide "The action by Hims & Hers is illegal mass compounding that poses a significant risk to patient safety. Novo Nordisk will take legal and regulatory action" $NVO: -6% today $HIMS: +1% today https://t.co/8sqBsFgJQ2"
X Link 2026-02-05T17:20Z [----] followers, [---] engagements
"@richard_hurtz87 Your Retirement is no guarantee and neither is tomorrow Name calling shows your true colors"
X Link 2026-02-05T21:02Z [----] followers, [--] engagements
"@richard_hurtz87 Want a blanky"
X Link 2026-02-05T21:02Z [----] followers, [--] engagements
"@richard_hurtz87 No you're not. Remember you came at me so you have the issue. Instablock"
X Link 2026-02-05T21:17Z [----] followers, [--] engagements
"Long $RBRK $RBRK prelim results exceeds all guidance metrics https://t.co/me6qK98UyA $RBRK prelim results exceeds all guidance metrics https://t.co/me6qK98UyA"
X Link 2026-02-05T21:22Z [----] followers, [---] engagements
"$RBLX $RBLX Earnings: - Revenue: $1.4B up 43% YoY - Bookings: $2.2B up 63% YoY - Consolidated net loss: $318M - Average DAUs: 144M up 69% YoY - Average MUPs: 36.7M up 94% YoY - Operating cash flow: $607M up 229% YoY "Roblox's success is rooted in the boundless creativity of our https://t.co/PIP1zHNt1z $RBLX Earnings: - Revenue: $1.4B up 43% YoY - Bookings: $2.2B up 63% YoY - Consolidated net loss: $318M - Average DAUs: 144M up 69% YoY - Average MUPs: 36.7M up 94% YoY - Operating cash flow: $607M up 229% YoY "Roblox's success is rooted in the boundless creativity of our https://t.co/PIP1zHNt1z"
X Link 2026-02-05T23:51Z [----] followers, [---] engagements
"@QualityInvest5 Yeah I'm long $RBLX Number [--] single stock position"
X Link 2026-02-05T23:53Z [----] followers, [---] engagements
"Love that [--] years later $CSCO saying 🖕🏻to all Nice cisco"
X Link 2026-02-06T00:23Z [----] followers, [---] engagements
"Damn I own [--] of these. I don't care unless thesis changes. $PYPL def has issues All these stocks hit new [--] WEEK LOWS at some point today Paypal $PYPL Draftkings $DKNG Hims & Hers $HIMS Pinterest $PINS Snapchat $SNAP ServiceNow $NOW Spotify $SPOT $AXON Boston Scientific $BSX Crown Castle $CCI Coupang $CPNG Factset $FDS Fidelity $FIS Flutter $FLUT Mobileye https://t.co/yUs5RmdN7L All these stocks hit new [--] WEEK LOWS at some point today Paypal $PYPL Draftkings $DKNG Hims & Hers $HIMS Pinterest $PINS Snapchat $SNAP ServiceNow $NOW Spotify $SPOT $AXON Boston Scientific $BSX Crown Castle $CCI"
X Link 2026-02-06T03:20Z [----] followers, [---] engagements
"$RBLX Roblox shares rocket 20% on earnings beat strong forecast https://t.co/YKxY5hg2w6 Roblox shares rocket 20% on earnings beat strong forecast https://t.co/YKxY5hg2w6"
X Link 2026-02-06T03:28Z [----] followers, [---] engagements
"@mukund Long $RBLX"
X Link 2026-02-06T10:35Z [----] followers, [--] engagements
"Ok now I do believe certain stocks are at insane buy spots now. Yes they could fall further but I believe the damage was done and way overdone: $HIMS $DUOL $OPRA (could hit 10) I already own a nice amount of each and could step in more but if I did not have a position already yes I would be buying these immediately. https://twitter.com/i/web/status/2019736531800379506 https://twitter.com/i/web/status/2019736531800379506"
X Link 2026-02-06T11:34Z [----] followers, [---] engagements
"Clearly I feel the same about $ADBE and $INTU Ok now I do believe certain stocks are at insane buy spots now. Yes they could fall further but I believe the damage was done and way overdone: $HIMS $DUOL $OPRA (could hit 10) I already own a nice amount of each and could step in more but if I did not have a position already Ok now I do believe certain stocks are at insane buy spots now. Yes they could fall further but I believe the damage was done and way overdone: $HIMS $DUOL $OPRA (could hit 10) I already own a nice amount of each and could step in more but if I did not have a position already"
X Link 2026-02-06T11:35Z [----] followers, [---] engagements
"@QualityInvest5 $ADBE for sure and $UBER I think instead of $SNOW you should go for $INTU $HIMS and $DUOL. Just obvious to me"
X Link 2026-02-06T11:41Z [----] followers, [---] engagements
"great example to use when thinking of investing in $HIMS $DUOL and many others. Here is $AMZN: Headline: The Price of a Trillion-Dollar Legacy 📉 If you think $AMZN is a "safe" stock history has a different story to tell. To get to where it is today Amazon had to survive five separate 50%+ drawdowns. The lesson Extreme volatility isn't a bug; it's a feature of generational winners. The History of the "Amazon Halving": Late [----] Correction: -57% (The warning shot) Dot-com Crash: -94% (The near-death experience) Mid-2000s Slump: -56% (The post-hype hangover) Global Financial Crisis: -65% (The"
X Link 2026-02-06T11:53Z [----] followers, [---] engagements
"$DUOL Historical Drawdowns: 2021-2022: -68% (The "Welcome to the Market" reality check) 2025-2026: -79.6% (The "Growth at all Costs" pivot) The Reality: Growth stocks like Duolingo don't just "correct"they collapse. If you're hunting for the next 10x winner you have to be comfortable watching your portfolio value get cut in half (or more) while the business figures out its next act. Stats as of Feb [--] 2026: ATH: $544.93 Current: $114.34 Distance from High: -79% #Investing #DUOL #GrowthStocks #MarketVolatility #Duolingo https://twitter.com/i/web/status/2019741823766241441"
X Link 2026-02-06T11:55Z [----] followers, [---] engagements
"$HIMS Here is a version for $HIMS to round out your set: Headline: The Rollercoaster of Healthcare Disruption 💊 If you want to own $HIMS you have to be ready for the "G-force." In just five years this stock has seen two massive collapses that would make most investors quit. $HIMS Historical Drawdowns: 2021-2022: -85% (The SPAC winter) 2025-2026: -68% (The GLP-1 reality check) The Takeaway: Hims has a habit of "dying" and then coming back to life. It survived an 85% wipeout to eventually 3x its old highs. Today its back in the "danger zone" down 68% from its peak. For the long-term believer"
X Link 2026-02-06T11:56Z [----] followers, [----] engagements
"$INTU is known as one of the most consistent compounders in software history. But for only the second time in [--] years it is knocking on the door of a 50% drawdown. $INTU Historical Drawdowns: 2000-2002: -72% (The only official "halving") 2021-2022: -49.1% (Missed the mark by less than 1%) 2025-2026: -46.5% (The current AI-driven re-rating) The Reality:Intuit is currently trading near its 52-week lows ($411.11). While the "death of tax software" narrative is in full swing history shows that Intuit has a 100% recovery rate from these deep pullbacks though it took over [---] days to recover from"
X Link 2026-02-06T11:57Z [----] followers, [--] engagements
"$PYPL was once the king of fintech. Today its down 87% from its [----] highs trading at prices not seen since [----]. This isn't just a correction; it's a total re-rating of the business. The $PYPL Decay Timeline: [----] Peak: $308 (The height of the digital payment boom) [----] Bottom: $70 (The initial tech bubble burst) [----] Capitulation: $40 (The "Existential Crisis" dip) The Reality:PayPal is currently trading at a forward P/E of just 9x making it "historically cheap." However with branded checkout growth stalled at 1% and a leadership vacuum until March the market is pricing it like a business"
X Link 2026-02-06T11:58Z [----] followers, [---] engagements
"Even a global icon like $NKE isn't immune to a total market re-rating. For the first time in over [--] years Nike is enduring a drawdown deeper than the [----] financial crisis. $NKE Historical Drawdowns: 1997-1998: -56.1% (The post-Jordan "Brand Fatigue") 2008-2009: -51.4% (The Global Recession) 2021-2026: -62.3% (The "Direct-to-Consumer" Reality Check) The Takeaway:Nike is currently trading at levels not seen since [----]. The market is questioning if the swoosh still has its "cool" but for long-term investors the brand is trading at a significant discount. It has survived every major drawdown to"
X Link 2026-02-06T11:59Z [----] followers, [--] engagements
"$DIS is currently trading at prices not seen since the [----] pandemic lows. Even with a record-breaking box office slate and a new $1B AI partnership the "House of Mouse" is still struggling to regain its [----] peak. $DIS Historical Drawdowns: 1973-1974: -88% (The worst in company history) 2000-2002: -71% (The Post-Dot-com reset) 2021-2024: -57% (The Streaming Wars peak-to-trough) The Reality:Disney just raised its [----] EPS growth forecast to double-digits and is buying back $7 billion in stock this year. Wall Street remains a "Moderate Buy" but the stock is trapped in a battle between "record"
X Link 2026-02-06T12:00Z [----] followers, [--] engagements
"If you bought $LYFT on its first day of trading in [----] youre currently down 80%. While Uber found its footing Lyft has struggled to stay above its IPO price for more than a few months at a time. The $LYFT Drawdown Reality: [----] Peak: $78.29 [----] Current: $15.84 Total Loss from ATH: -80% The Reality:Lyft is currently a "show me" story. It is trading at a massive discount compared to its rivals but with earnings just days away on February [--] the market is bracing for impact. Is this an 80% discount on a profitable future or a sign that the #2 spot in ridesharing is a permanent value trap Stats"
X Link 2026-02-06T12:23Z [----] followers, [---] engagements
"Uber is currently down 26% from its triple-digit highs set just a few months ago. After a "mixed" earnings report this week the market is asking: Is this a healthy correction or the start of a deeper slide The $UBER Drawdown History: 2019-2020: -68% (The IPO/Pandemic bottom) 2021-2022: -67% (The "Road to Profitability" reset) 2025-2026: -39% (The "Post-Peak" correction) The Takeaway:Uber is a vastly different company than it was in [----]. It is now generating $10 billion in annual free cash flow. While the stock has fallen 26% from its peak of $101 it is still trading at a valuation (12x"
X Link 2026-02-06T12:23Z [----] followers, [---] engagements
"Instacart ($CART) just hit a fresh 52-week low currently trading 36% below its $53.50 high. While the company is profitable and growing its advertising business the "Amazon Shadow" is looming large over the grocery delivery sector. $CART Recent Volatility: [----] Peak: $53.50 Feb [----] Current: $34.35 Total Drawdown: -36% The Reality:Instacart is trading at a P/E of around 19x which is historically cheap for the company and management recently authorized a $1.5 billion share buyback. Bulls see an undervalued essential service; bears see a company about to be disrupted by Amazons logistics"
X Link 2026-02-06T12:24Z [----] followers, [--] engagements
"Birkenstock was the darling of the retail sector in [----] hitting highs of $63. Fast forward to [----] and the stock is trading on a 41% discount recently touching its lowest levels of the year. The $BIRK Drawdown Tracker: 2023: -51% (The "Welcome to the NYSE" reality check) 2024-2026: -41% (The "Growth Normalization" slide) The Takeaway:Bulls point to Birkenstock's "Perfect Piotroski Score" of 9a sign of elite financial healthand an undervalued PEG ratio of [---]. Bears however are worried about a weaker U.S. dollar and inconsistent retail pricing. With earnings coming up on February [--] investors"
X Link 2026-02-06T12:24Z [----] followers, [---] engagements
"DraftKings ($DKNG) has always been a high-stakes bet for investors. Down 65% from its $72 peak and currently sitting at 52-week lows the king of the sportsbook is facing its toughest test since the [----] crash. The $DKNG Drawdown History: 2021-2022: -85.7% (The "End of Cheap Money" wipeout) 2025-2026: -52.4% (The "Guidance Cut" correction) The Takeaway:DraftKings is trading at a forward P/E of 23xhigh for the industry but significantly lower than its historical average. With a crucial earnings report coming on Feb 12th the market is bracing for more volatility. If history repeats $DKNG doesn't"
X Link 2026-02-06T12:25Z [----] followers, [---] engagements
"If you want to see what a "valuation reset" looks like look at $TTD. One of the best-performing stocks of the last decade is currently sitting 80% below its peak. For the first time ever the Trade Desk is facing a crisis of identity. The $TTD Drawdown History: [----] Pandemic: -54% (The flash crash) 2021-2022: -64% (The growth stock massacre) 2025-2026: -80.5% (The Amazon & CFO uncertainty) The Takeaway:Trade Desk is trading at levels not seen since the [----] lows. While the company remains profitable and a leader in Connected TV (CTV) the market is currently pricing it for a permanent growth"
X Link 2026-02-06T12:26Z [----] followers, [---] engagements
"UiPath ($PATH) was the "IT" stock of the [----] IPO boom hitting a peak of $85. Today its trading at $12. To get back to its all-time high the stock would need to climb over 600%. The $PATH Drawdown History: 2021-2022: -88% (The "Growth at Any Price" bubble burst) 2024: -54% (The "Generative AI" identity crisis) The Takeaway:Is this a "generational bottom" or a falling knife UiPath is currently generating strong cash flow and has a 98% customer retention rate yet the stock is trading like a company in terminal decline. For those betting on Agentic AIwhere software doesn't just talk but actually"
X Link 2026-02-06T12:27Z [----] followers, [---] engagements
"Headline: $STZ: Is the "Modelo Moat" on Sale 🍺 Even the king of Mexican imports isn't immune to a 50% haircut. After a brutal [----] that saw $STZ lose half its value from its $260 peak the stock is finally showing signs of life. The $STZ Drawdown History: 2008-2009: -55% (The Great Recession) 2024-2025: -51% (The "Peak Growth" reality check) The Takeaway:Constellation Brands just posted a massive earnings beat and is trading at its most attractive valuation in years (approx. 14x forward earnings). While the stock is still 36% off its all-time high the "Modelo Moat" remains intact and"
X Link 2026-02-06T12:29Z [----] followers, [---] engagements
"Headline: $MBLY: From Autonomous Leader to Penny Stock Territory 🚗 Mobileye was supposed to be the "Intel of the Self-Driving Car." Instead it has become a cautionary tale of oversupply and shifting global demand. Now trading at $8.40a massive 82% drop from its $47 peakthe stock is at a critical "do or die" level. The $MBLY Decay: [----] Peak: $47.02 [----] Current: $8.40 Total Wipeout: -82% The Reality:$MBLY is currently trading at a Price-to-Book ratio of just 0.6x meaning the market is valuing the company at less than the sum of its assets. While the CEO is still buying and the technology"
X Link 2026-02-06T12:31Z [----] followers, [---] engagements
"$PATH https://finance.yahoo.com/news/uipath-acquires-workfusion-strengthening-agentic-123000752.html https://finance.yahoo.com/news/uipath-acquires-workfusion-strengthening-agentic-123000752.html"
X Link 2026-02-06T12:41Z [----] followers, [---] engagements
"Headline: Zillow and the Brutal Reality of Real Estate Cycles 🏠 If you think $ZG is a safe bet on the housing market look at the "scar tissue" on this chart. To survive as a Zillow investor youve had to endure four separate 50%+ wipeouts in the last decade alone. The $ZG Drawdown History: 2014-2016: -74% (The first major reset) 2018: -63% (The rate-hike tantrum) 2020: -72% (The pandemic flash crash) 2021-2022: -87% (The iBuying "End of an Era") The Reality:Zillow is currently trading 74% off its $204 peak. While the "Premier Agent" business is healthy the stock is currently fighting to hold"
X Link 2026-02-06T12:44Z [----] followers, [---] engagements
"$RBLX record [---] million in cash flow from operations this past quarter. That is something you do not ignore Long $RBLX"
X Link 2026-02-06T12:56Z [----] followers, [---] engagements
"I added more $RBRK"
X Link 2026-02-06T14:31Z [----] followers, [---] engagements
"Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds: $QQQI $RBLX $DIS $NKE $INTU $MBLY $STZ $ADBE $PYPL $LYFT $CVS $RBRK $UBER $DUOL $WM $HIMS $KHC $PATH $OPRA $BIRK $XYZ $DKNG $ZG $TTD $CART $PINS $SNAP $ETH $CELO Stable Value Fund Short-Term Fixed Income Fund. https://twitter.com/i/web/status/2019783813153403026 https://twitter.com/i/web/status/2019783813153403026"
X Link 2026-02-06T14:42Z [----] followers, [---] engagements
"$RBLX https://www.youtube.com/watchv=zLSHwEvb_q0 https://www.youtube.com/watchv=zLSHwEvb_q0"
X Link 2026-02-06T14:48Z [----] followers, [---] engagements
"@cperruna Maybe a great entry now $HIMS I am no guru but when people want something like Amazon Uber they were all operating in a grey area and $HIMS rhymes https://x.com/i/status/2019741996504461794 $HIMS Here is a version for $HIMS to round out your set: Headline: The Rollercoaster of Healthcare Disruption 💊 If you want to own $HIMS you have to be ready for the "G-force." In just five years this stock has seen two massive collapses that would make most investors quit. https://x.com/i/status/2019741996504461794 $HIMS Here is a version for $HIMS to round out your set: Headline: The"
X Link 2026-02-07T03:13Z [----] followers, [----] engagements
"$HIMS @cperruna https://t.co/DFEamUjhhx Maybe a great entry now $HIMS I am no guru but when people want something like Amazon Uber they were all operating in a grey area and $HIMS rhymes @cperruna https://t.co/DFEamUjhhx Maybe a great entry now $HIMS I am no guru but when people want something like Amazon Uber they were all operating in a grey area and $HIMS rhymes"
X Link 2026-02-07T03:13Z [----] followers, [---] engagements
"$HIMS @ManuInvests @spaceEGmafia I agree with all of the above. The question is do customers care Uber technically operated illegally in many cities before becoming a global brand. Disruption sometimes requires breaking some eggs. Is this a broken egg or an egg in the face 0x or 100x at this point. @ManuInvests @spaceEGmafia I agree with all of the above. The question is do customers care Uber technically operated illegally in many cities before becoming a global brand. Disruption sometimes requires breaking some eggs. Is this a broken egg or an egg in the face 0x or 100x at this point"
X Link 2026-02-07T03:22Z [----] followers, [---] engagements
"@mukund @LinkedIn What your thoughts on $ADBE and $INTU I think especially $INTU is a moat"
X Link 2026-02-07T11:13Z [----] followers, [--] engagements
"$PINS and $SNAP getting no respect With $APP added. https://t.co/ZQ8VdT90PQ With $APP added. https://t.co/ZQ8VdT90PQ"
X Link 2026-02-07T14:42Z [----] followers, [----] engagements
"@thebigshorty3 @cperruna @PeaceTee2021 You do realize their financial metrics are trending the right way now and possible forward PE of [--] with cash flow. $SNAP"
X Link 2026-02-07T21:20Z [----] followers, [---] engagements
"@rutledge_signer @cperruna Here is the quarterly. They will show full year soon. Once they report after February [--] I believe $TTD"
X Link 2026-02-07T21:52Z [----] followers, [---] engagements
"@cperruna @coinviction @PeaceTee2021 Anything possible but has anyone looked at fundamentals instead of charts. $SNAP is trending in the right direction Also I am not comparing them to anyone else. Just looking at their metrics and guidance and trend"
X Link 2026-02-07T22:50Z [----] followers, [---] engagements
"@cperruna @coinviction @PeaceTee2021 Price is all that pays until surprise-a-mentals show up and ruin the chart party. My SNAP bags tiny and my hands are calloused Ill take the risk for the rebound fireworks. Your move gravity. $SNAP"
X Link 2026-02-08T02:45Z [----] followers, [---] engagements
"@ThePupOfWallSt Also $Meta and TikTok are fighting for attention (time spent). $Snap and $Pins are winning by owning utility (communication) and intent (planning/buying). In a world where attention is becoming a commodity utility and intent are the higher-value assets"
X Link 2026-02-08T14:39Z [----] followers, [---] engagements
"As with when people sold $GOOGL down to [---] or now selling $ADBE and $INTU to multi year lows it's fear and lack of confidence and sometimes that is the correct move as with $PYPL and sometimes it's not. The market provides opportunities like a grocery store at times and has sales or not. https://twitter.com/i/web/status/2020510450518049177 https://twitter.com/i/web/status/2020510450518049177"
X Link 2026-02-08T14:50Z [----] followers, [---] engagements
"@ThePupOfWallSt @cperruna I used $GOOGL because that was on my history. I can use others from my past but that was the most recent with perception"
X Link 2026-02-08T19:38Z [----] followers, [--] engagements
"Long $CVS too. Silver tsunami coming $HIMS AppStore ranking update: HIMS - #4 📈 HERS - #6 📈 Great improvement for both apps. https://t.co/F28oNSF6y5 $HIMS AppStore ranking update: HIMS - #4 📈 HERS - #6 📈 Great improvement for both apps. https://t.co/F28oNSF6y5"
X Link 2026-02-09T09:40Z [----] followers, [---] engagements
"$HIMS [--] can happen. No rush to add and not selling as I still view the platform potential and how many use it. What am I doing with $HIMS. I am holding. Am I adding.Not quite yet. @TheLongInvest @alc2022 @CMDarnton0 @TravisHoium 📉 $HIMS: The Regulatory Reality Check The "Shortage Loophole" is closing fast. After pulling its $49 compounded weight-loss pill this weekend under intense What am I doing with $HIMS. I am holding. Am I adding.Not quite yet. @TheLongInvest @alc2022 @CMDarnton0 @TravisHoium 📉 $HIMS: The Regulatory Reality Check The "Shortage Loophole" is closing fast. After pulling"
X Link 2026-02-09T13:38Z [----] followers, [---] engagements
"$HIMS The "Core" Business: CFO Yemi Okupe previously highlighted that the non-GLP-1 business (sexual health dermatology etc.) was growing at approximately 43% year-over-year. Without the GLP-1 boost analysts suggest the growth rate could drop from the 6070% range back down toward that 40% baseline. https://twitter.com/i/web/status/2020858070075637834 https://twitter.com/i/web/status/2020858070075637834"
X Link 2026-02-09T13:51Z [----] followers, [----] engagements
"If the $750M figure didn't include GLP-1s the recent FDA crackdown on compounded medications wouldn't be a "guidance-cutting" event. Because GLP-1s are baked into that $750M weight loss target a total removal of those products would likely result in a significant revision to that specific segment's guidance. In short: The $750M target represents the entire weight loss vertical and GLP-1s are a massive driver of that specific number"
X Link 2026-02-09T15:39Z [----] followers, [---] engagements
"@TravisHoium you should add $INTU. I did"
X Link 2026-02-09T17:29Z [----] followers, [--] engagements
"@altcap @obatronics @chamath @MichaelDell @RayDalio Instead of doing this people need to learn how to fish teach them the principles of fishing and then they can fish for themselves"
X Link 2026-02-09T20:43Z [----] followers, [--] engagements
"@cperruna Yeah but then you sold when they had that mistep and I predicted it would be a steal at under [--] But ultimately we both missed out lol $CRDO https://x.com/i/status/1625672320785256448 @cperruna In time this price here could be great opportunity. Will take plenty of time but in [--] years. short term maybe hits 5-7. https://x.com/i/status/1625672320785256448 @cperruna In time this price here could be great opportunity. Will take plenty of time but in [--] years. short term maybe hits 5-7"
X Link 2026-02-10T13:42Z [----] followers, [---] engagements
"$googl I sold at [---] $amzn I sold at [---] Crickets 🦗"
X Link 2026-02-10T14:53Z [----] followers, [---] engagements
"RT @CNBC: Lyft CEO Risher says consumer is showing 'no softness' as stock slides 15% after earnings https://www.cnbc.com/2026/02/11/lyft-ceo-david-risher-earnings-stock.htmltaid=698caaf11b24f3000130a841&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter https://www.cnbc.com/2026/02/11/lyft-ceo-david-risher-earnings-stock.htmltaid=698caaf11b24f3000130a841&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter"
X Link 2026-02-11T17:33Z [----] followers, [--] engagements
"RT @TheTranscript_: Zillow CEO: "We delivered strong results across the business and achieved all of our reported financial targets for the"
X Link 2026-02-12T11:55Z [----] followers, [--] engagements
"$ADBE - Adobe Inc.A global leader in creative and digital experience software. New Strategic News: Adobe is leading the creative AI revolution with its Firefly generative AI models which are now deeply integrated into Photoshop and Illustrator. Despite a competitive landscape the company maintains high margins and a dominant position in the "Content-as-a-Service" market. $AMZN - Amazon Inc.A global leader in e-commerce cloud (AWS) and advertising. Q3 [----] Results: Amazon reported record revenue of $180.2 billion (up 12%) and a massive EPS of $1.95 crushing the $1.56 forecast. New Strategic"
X Link 2026-01-05T17:33Z [----] followers, [---] engagements
"$WM a staple"
X Link 2026-02-04T15:20Z [----] followers, [--] engagements
"All of those who sold $PYPL that were so convicted.sad really. Now watch this hit [---] Sure branded check out not great but not a dying asset and generates a shit ton of cash"
X Link 2026-02-10T15:00Z [----] followers, 18.5K engagements
"Value investor finds value that is more than price $PYPL All of those who sold $PYPL that were so convicted.sad really. Now watch this hit [---] Sure branded check out not great but not a dying asset and generates a shit ton of cash. All of those who sold $PYPL that were so convicted.sad really. Now watch this hit [---] Sure branded check out not great but not a dying asset and generates a shit ton of cash"
X Link 2026-02-10T15:01Z [----] followers, 17.8K engagements
"My rules: Don't work for money make money work for you. Happiness is positive cash flow. Tenants: 1) We are investors not speculators. 2) Every investment is the present value of all future cash flow. 3) If we don't understand it we don't invest in it. 4) In the short run the market is a voting machine but in the long run it's a weighing machine. 5) A great story becomes a bad investment if you pay the wrong price. https://twitter.com/i/web/status/2021238407230366114 https://twitter.com/i/web/status/2021238407230366114"
X Link 2026-02-10T15:02Z [----] followers, [---] engagements
"$LYFT and $ZG after the close today"
X Link 2026-02-10T17:17Z [----] followers, [---] engagements
"@cperruna @ThePupOfWallSt Fair. I will say even at where I purchased I saw value. Time will tell. Sure the news and CEO exit was not a good event"
X Link 2026-02-10T18:00Z [----] followers, [--] engagements
"I always get the negative feedback.then in time I hear crickets. Some see what I see. $PYPL $PYPL price just ridiculous to own Venmo. financials great. 8x PE. this isn't a BK situation. in fact the company is still growing. spitting off 5b cash a year. almost no debt. if i'm the co im buying back stock up to $50 non-stop. a buyout at 12x puts shares at $65 $PYPL price just ridiculous to own Venmo. financials great. 8x PE. this isn't a BK situation. in fact the company is still growing. spitting off 5b cash a year. almost no debt. if i'm the co im buying back stock up to $50 non-stop. a buyout"
X Link 2026-02-10T18:46Z [----] followers, [---] engagements
"@ThePupOfWallSt @cperruna eventually the stock trades inline with the net income. sure that could stall or go up slighly or not but the stock is so far removed"
X Link 2026-02-10T20:26Z [----] followers, [--] engagements
"@ThePupOfWallSt @cperruna maybe or maybe the bottom that had to happen happened. divy not great but share buybacks and if EPS continues to rise eventually something has to give. Sentiment and Psychology"
X Link 2026-02-10T20:31Z [----] followers, [--] engagements
"$KHC earnings Before Market Open tomorrow"
X Link 2026-02-10T20:41Z [----] followers, [---] engagements
"@QualityInvest5 no margin no debt and if $ADBE hits under [---] I may add more"
X Link 2026-02-10T20:55Z [----] followers, [---] engagements
"@QualityInvest5 same with $INTU"
X Link 2026-02-10T20:55Z [----] followers, [---] engagements
"$LYFT Lyft reported its fourth-quarter and full-year [----] earnings on February [--] [----]. The results highlighted a record-breaking year for the company though it continues to face intense competition. Pros (Key Strengths & Growth) Record Financial Performance: Lyft achieved its most profitable quarter on record in Q4 [----]. Gross bookings grew 19% year-over-year to $5.1 billion and revenue reached $1.8 billion (on an adjusted basis) exceeding Wall Street expectations. Strong Cash Flow & Share Repurchases: The company generated over $1.1 billion in free cash flow for the full year. Confidence in"
X Link 2026-02-10T21:10Z [----] followers, [---] engagements
"$ZG Zillow reported its fourth-quarter and full-year [----] results today February [--] [----]. The company reached a significant milestone by achieving full-year GAAP profitability but its stock has been under pressure leading up to the report due to a difficult real estate environment and legal "noise." Pros (Key Strengths & Momentum) Full-Year Profitability: For the first time in years Zillow achieved positive GAAP net income for the full year [----] signaling that its cost-cutting measures and new revenue streams are finally outweighing its massive operational expenses. Revenue Outperformance: Q4"
X Link 2026-02-10T21:12Z [----] followers, [---] engagements
"$LYFT For the fourth quarter of [----] (ended December 31) Lyfts cash flow figures showed significant growth reinforcing its "operational excellence" narrative. Q4 [----] Cash Flow Breakdown Net Cash from Operating Activities: $320.3 million This was a notable increase compared to the $153.4 million reported in Q4 of [----] more than doubling year-over-year. Free Cash Flow (FCF): $311.5 million For the single quarter FCF was very strong contributing to the full-year record of $1.12 billion. This represents an incredibly high conversion rate from operating cash which is common for Lyft's"
X Link 2026-02-10T21:15Z [----] followers, [---] engagements
"$ZG Zillow reported its fourth-quarter and full-year [----] results today February [--] [----]. Similar to Lyft Zillow showed a strong trend of cash generation though they use a specific "Adjusted Free Cash Flow" metric to account for their mortgage business. Q4 [----] Cash Flow (Quarterly) Operating Cash Flow: $122 million (GAAP) Adjusted Free Cash Flow: $125 million This was a significant increase from $78 million in Q4 of [----]. Zillows "Adjusted" version of FCF includes adjustments for their mortgage originations (repurchase agreements) which they consider a part of their ongoing liquidity"
X Link 2026-02-10T21:15Z [----] followers, [---] engagements
"$ZG In today's Q4 [----] earnings report (Feb [--] 2026) Rentals was the "star player" for Zillow continuing to outpace all other segments in terms of growth. The Numbers Revenue: Rentals revenue reached $168 million for the quarter a massive 45% increase year-over-year. Full-Year Momentum: For the entire year of [----] rentals revenue grew roughly 40% hitting Zillow's internal targets and proving that the "Rentals Marketplace" is no longer just a side project. Multifamily Surge: The primary driver was multifamily revenue which skyrocketed 63% year-over-year in Q4. Key Growth Drivers Inventory"
X Link 2026-02-10T21:17Z [----] followers, [---] engagements
"$ZG Despite the stock drop Zillow's financials are actually strengthening. They are now GAAP profitable and generating over $400 million in adjusted free cash flow annually. For long-term investors the disconnect between the "slumping" stock price and the "growing" fundamentals in rentals and mortgages is the key story to watch. @TravisHoium https://twitter.com/i/web/status/2021332989012025470 https://twitter.com/i/web/status/2021332989012025470"
X Link 2026-02-10T21:18Z [----] followers, [---] engagements
"$LYFT @TravisHoium [--]. The "Cash Machine" Milestone The most objective silver lining is that Lyft has successfully pivoted from a cash-burning startup to a self-sustaining business. $1.1 Billion in Free Cash Flow: Generating over a billion dollars in cash in a single year is a massive psychological and financial hurdle to clear. It proves the "asset-light" model works at scale. Capital Return: Because they have this cash they authorized a $1 billion share buyback. At current valuations this could retire roughly 15% of the total company which significantly increases the "earnings per share" for"
X Link 2026-02-10T21:19Z [----] followers, [---] engagements
"$LYFT The primary reason for the GAAP miss was a $168 million negative impact from changes in legal tax and regulatory reserves and settlements. Essentially Lyft had to set aside a massive chunk of money for legal/regulatory issues which reduced the "top-line" revenue number reported for the quarter. The "Adjusted" Perspective: If you strip out that $168 million legal charge Lyft's revenue would have been $1.8 billion which is likely where the "beat" narrative in some headlines (and my previous response) came from. https://twitter.com/i/web/status/2021334955738243502"
X Link 2026-02-10T21:26Z [----] followers, [---] engagements
"$LYFT and $ZG were fine for me"
X Link 2026-02-10T21:29Z [----] followers, [---] engagements
"Opportunity $LYFT The double digit decline in $LYFT after hours makes no sense. Q4 [----] earnings were strong. The issue appears to be $1.6 billion in revenue vs. expectations of $1.75 billion. As they stated without a $168 million impact from certain legal tax and regulatory reserve changes https://t.co/hjzgjLouzQ The double digit decline in $LYFT after hours makes no sense. Q4 [----] earnings were strong. The issue appears to be $1.6 billion in revenue vs. expectations of $1.75 billion. As they stated without a $168 million impact from certain legal tax and regulatory reserve changes"
X Link 2026-02-10T21:46Z [----] followers, [---] engagements
"$ZG $Z Earnings: - Q4 revenue was up 18% year over year to $654 million near the high end of the company's outlook range. Full-year [----] revenue of $2.6 billion was up 16% year over year. The residential real estate industry grew by 3% in Q4 and 3% for full-year [----] according to https://t.co/L148xtRSDn $Z Earnings: - Q4 revenue was up 18% year over year to $654 million near the high end of the company's outlook range. Full-year [----] revenue of $2.6 billion was up 16% year over year. The residential real estate industry grew by 3% in Q4 and 3% for full-year [----] according to"
X Link 2026-02-10T21:46Z [----] followers, [---] engagements
"So $KHC will not separate now. Will Berkshire keep its investment. That's possible"
X Link 2026-02-11T12:05Z [----] followers, [---] engagements
"$KHC https://finance.yahoo.com/news/kraft-heinz-reports-fourth-quarter-120000768.html https://finance.yahoo.com/news/kraft-heinz-reports-fourth-quarter-120000768.html"
X Link 2026-02-11T12:10Z [----] followers, [---] engagements
"Cash flow decent of [----] and free cash flow of [----]. Both going up. $KHC"
X Link 2026-02-11T12:15Z [----] followers, [---] engagements
"One stat no one talking about with $KHC In December [----] they had cash of [--] billion and [--] billion debt In December [----] they have [-----] billion in cash and [--] billion in debt Vast improvement This is not a turd 🤬"
X Link 2026-02-11T12:26Z [----] followers, [---] engagements
"New CEO of $KHC doing right thing. No spin off and setting bar low and starting a rebuild. Like it"
X Link 2026-02-11T12:34Z [----] followers, [---] engagements
"To be clear. John Goodman is spot on and what my goal was and accomplished. Rinse and repeat and no unnecessary risks When you have 🍋 make lemonade When you have 🍋 make lemonade"
X Link 2026-02-11T12:50Z [----] followers, [--] engagements
"RT @TheLongInvest: $NKE moving to the breakout point now What comes next is Wave 3"
X Link 2026-02-11T12:56Z [----] followers, [--] engagements
"Long $DKNG 💪🏻😎 Given that $DKNG trades at only 3x revenues the prediction market business is relatively immaterial ($1.50 per share) to $HOODs current valuation. Online casinos Online brokers. Given that $DKNG trades at only 3x revenues the prediction market business is relatively immaterial ($1.50 per share) to $HOODs current valuation. Online casinos Online brokers"
X Link 2026-02-11T13:38Z [----] followers, [---] engagements
"Epic collapse in parts of market"
X Link 2026-02-11T15:18Z [----] followers, [---] engagements
"Fundamentals being thrown out. 😂 No margin no problem Let it play out"
X Link 2026-02-11T15:56Z [----] followers, [--] engagements
"$mbly https://finance.yahoo.com/news/mahindra-selects-mobileyes-supervision-surround-131900603.html https://finance.yahoo.com/news/mahindra-selects-mobileyes-supervision-surround-131900603.html"
X Link 2026-02-11T16:40Z [----] followers, [---] engagements
"RT @HedgeFundTips: Munger show me the incentives and Ill show you the outcome. 👇 $PYPL"
X Link 2026-02-11T17:33Z [----] followers, [--] engagements
"Has to be a short term bounce here for sure"
X Link 2026-02-11T19:13Z [----] followers, [--] engagements
"Customer Satisfaction (ACSI Scores) According to the American Customer Satisfaction Index (ACSI) 2025-2026 reports Lyft has recently edged out Uber in overall customer satisfaction. Lyft: Scored 77/100 seeing a slight increase in favorability particularly among casual and infrequent riders. Uber: Scored 75/100 a minor decline from previous years though it remains the dominant market leader in terms of volume and availability. If you value a consistent high-end professional service and specialized ride types Uber (specifically Comfort or Black) is generally rated higher by users. If you prefer"
X Link 2026-02-12T01:01Z [----] followers, [--] engagements
"$FSLY https://finance.yahoo.com/news/fastly-announces-both-record-fourth-210500815.html https://finance.yahoo.com/news/fastly-announces-both-record-fourth-210500815.html"
X Link 2026-02-12T11:52Z [----] followers, [--] engagements
"@cleanmoney86 [--] and [--] and that probably changes today with $LYFT but I have not sold neither and expect good things. My top [--] currently are $QQQI $RBLX $DIS Actually my biggest position is cash 👑"
X Link 2026-02-11T11:55Z [----] followers, [---] engagements
"When you have 🍋 make lemonade Do I like watching my portfolio fall. Yeah I do because I'm crazy and I know in the end I'll come out even stronger 💪🏻 and better and when things are too good I get bored and sad. Just my DNA and I am locked and loaded to buy This video explains it except I'm no gambler Do I like watching my portfolio fall. Yeah I do because I'm crazy and I know in the end I'll come out even stronger 💪🏻 and better and when things are too good I get bored and sad. Just my DNA and I am locked and loaded to buy This video explains it except I'm no gambler"
X Link 2026-02-11T12:44Z [----] followers, [---] engagements
"@cperruna @TicketInsider Potential Opportunity here $LYFT @cperruna"
X Link 2026-02-11T12:53Z [----] followers, [---] engagements
"@davidrisher will be on @CNBC at 8:40 am $LYFT [----] was an important chapter in @Lyft's comeback and were only continuing to transform. We just reported record Q4 & full-year bookings and earnings and all lights are 🟢 for continued growth in [----]. See our full earnings results: https://t.co/1ZziFqJnRX [----] was an important chapter in @Lyft's comeback and were only continuing to transform. We just reported record Q4 & full-year bookings and earnings and all lights are 🟢 for continued growth in [----]. See our full earnings results: https://t.co/1ZziFqJnRX"
X Link 2026-02-11T12:54Z [----] followers, [---] engagements
"@Fin_Eng_Net https://x.com/i/status/2021561412322218116 One stat no one talking about with $KHC In December [----] they had cash of [--] billion and [--] billion debt In December [----] they have [-----] billion in cash and [--] billion in debt Vast improvement This is not a turd 🤬 https://x.com/i/status/2021561412322218116 One stat no one talking about with $KHC In December [----] they had cash of [--] billion and [--] billion debt In December [----] they have [-----] billion in cash and [--] billion in debt Vast improvement This is not a turd 🤬"
X Link 2026-02-11T13:03Z [----] followers, [--] engagements
"RT @RealJimChanos: Given that $DKNG trades at only 3x revenues the prediction market business is relatively immaterial ($1.50 per share) t"
X Link 2026-02-11T13:37Z [----] followers, [--] engagements
"RT @TheLongInvest: $ETH Accumulate under the [---] WMA and hold until $9000 That's it"
X Link 2026-02-11T13:37Z [----] followers, [---] engagements
"Great interview @davidrisher and opportunity for investors $LYFT @lyft @davidrisher will be on @CNBC at 8:40 am $LYFT @davidrisher will be on @CNBC at 8:40 am $LYFT"
X Link 2026-02-11T14:05Z [----] followers, [---] engagements
"$KHC CEO has a real track record and don't underestimate him. He sees opportunity and they have the shelf space "
X Link 2026-02-11T14:17Z [----] followers, [---] engagements
"$ZG decline is ridiculous"
X Link 2026-02-11T14:32Z [----] followers, [---] engagements
"$Intu I could add more. [---] please"
X Link 2026-02-11T15:24Z [----] followers, [---] engagements
"$PYPL Alex Chriss farewell post after stepping away from $PYPL I personally think he should have been given longer and its a real shame to see him leave. It was an honor to jump into the fight and Im incredibly proud of the PayPal organization-- the path we created with bold https://t.co/lEU619HTNi Alex Chriss farewell post after stepping away from $PYPL I personally think he should have been given longer and its a real shame to see him leave. It was an honor to jump into the fight and Im incredibly proud of the PayPal organization-- the path we created with bold https://t.co/lEU619HTNi"
X Link 2026-02-11T18:27Z [----] followers, [---] engagements
"@cperruna @cheri8891 @TicketInsider Yet I'm up on $LYFT down on $UBER 😎"
X Link 2026-02-12T03:11Z [----] followers, [---] engagements
"@alc2022 With $DUOL different as I think they have something. I used to have Spotify and well now I don't and YouTube premium is way better"
X Link 2026-02-12T11:12Z [----] followers, [---] engagements
"$BIRK https://finance.yahoo.com/news/birkenstock-reports-fiscal-first-quarter-110500108.html https://finance.yahoo.com/news/birkenstock-reports-fiscal-first-quarter-110500108.html"
X Link 2026-02-12T12:27Z [----] followers, [--] engagements
"happy dividend day from $STZ"
X Link 2026-02-12T12:40Z [----] followers, [--] engagements
"Great move would you not agree $GOOGL and $AMZN I am out of $GOOGL and $AMZN and I have done very very well. I am out of $GOOGL and $AMZN and I have done very very well"
X Link 2026-02-12T15:48Z [----] followers, [---] engagements
"I will allocate $WM proceeds to my portfolio just seeing what and how"
X Link 2026-02-12T16:24Z [----] followers, [---] engagements
"Yeah I got BALLS. I have completed my core in $DUOL and $HIMS I reserve the right to add more for additiaonal trading positions if I see fit"
X Link 2026-02-12T17:11Z [----] followers, [---] engagements
"$DUOL $HIMS $ADBE $INTU Gemini said I'm seeing some massive resets across the tech and software space right now. Looking at a few key names Duolingo $DUOL has officially hit the "80% off" clearance rack trading right at its $108.98 target relative to its $544.93 all-time high. Hims & Hers $HIMS isn't Gemini said I'm seeing some massive resets across the tech and software space right now. Looking at a few key names Duolingo $DUOL has officially hit the "80% off" clearance rack trading right at its $108.98 target relative to its $544.93 all-time high. Hims & Hers $HIMS isn't"
X Link 2026-02-12T18:49Z [----] followers, [---] engagements
"@ScrollTroll2023 I think they have a plan and we may see that by 2nd half of [----]. Again record users and [--] billion a searches a month and forward PE of [--] or less now with no debt fantastic cash balance of [---] billion great cash flow and buying back stock. I'm goos owning this. $PINS"
X Link 2026-02-13T13:02Z [----] followers, [--] engagements
"$LYFT CEO on cc said multiple winners in AV and even mentioned $MBLY"
X Link 2026-02-11T11:09Z [----] followers, [---] engagements
"@alc2022 I think with $SPOT you maybe wrong. Have you ever tried $GOOGL youtube premium.no need for $SPOT"
X Link 2026-02-11T18:39Z [----] followers, [----] engagements
"$COIN is interesting"
X Link 2026-02-12T14:16Z [----] followers, [---] engagements
"$STZ https://finance.yahoo.com/news/constellation-brands-announces-ceo-succession-211600750.html https://finance.yahoo.com/news/constellation-brands-announces-ceo-succession-211600750.html"
X Link 2026-02-12T21:28Z [----] followers, [---] engagements
"adding users very nicely. $PINS https://s204.q4cdn.com/369458543/files/doc_earnings/2025/q4/presentation/2025-Q4-IR-Earnings-Presentation.pdf https://s204.q4cdn.com/369458543/files/doc_earnings/2025/q4/presentation/2025-Q4-IR-Earnings-Presentation.pdf"
X Link 2026-02-12T21:43Z [----] followers, [---] engagements
"Bear markets build houses. Yes there is a bear market in SAAS"
X Link 2026-02-13T01:02Z [----] followers, [---] engagements
"$PINS Pinterest reports Q4 revenue up 14% YoY to $1.32B vs. $1.33B est. MAUs up 12% to 619M and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (@jonathanvanian / CNBC) https://t.co/2lkASwBTir https://t.co/N3uD1RQje7 📥 Send tips https://t.co/wlNZvXtJTU Pinterest reports Q4 revenue up 14% YoY to $1.32B vs. $1.33B est. MAUs up 12% to 619M and forecasts Q1 revenue below estimates; PINS drops 17%+ after hours (@jonathanvanian / CNBC) https://t.co/2lkASwBTir https://t.co/N3uD1RQje7 📥 Send tips https://t.co/wlNZvXtJTU"
X Link 2026-02-13T11:19Z [----] followers, [---] engagements
"sometimes.this may sound crazy.Stocks need to down a lot to go up higher than ever"
X Link 2026-02-13T17:42Z [----] followers, [--] engagements
"I like $XYZ and own"
X Link 2026-02-04T15:25Z [----] followers, [---] engagements
"Square is gone Block is here and the ticker is now $XYZ. But one thing hasn't changed: the extreme volatility. Currently trading 82% below its [----] highs $XYZ is a case study in market sentiment vs. fundamental growth. The $XYZ (formerly $SQ) Drawdown History: 2018-2020: -61.5% (The Pre-Pandemic Pivot) 2021-2023: -86.1% (The "Fintech Winter") 2025-2026: -44.5% (The "Execution" Correction) The Takeaway:Wall Street is torn. Half the analysts are calling this the "Best Idea for 2026" because of its 9x EBITDA valuation while the other half is waiting for proof that the "everything app" strategy"
X Link 2026-02-06T11:58Z [----] followers, [----] engagements
"I have sold all my $WM stock. I did well. Obviously I like this one long term but the long term debt was not a fan of"
X Link 2026-02-12T15:43Z [----] followers, [---] engagements
"Liquidated $WM and $CVS today. Added to $QQQI $DUOL and $HIMS Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds: $QQQI $RBLX $NKE $DIS $DUOL $MBLY $STZ $HIMS $INTU $RBRK $PYPL $ADBE $UBER $LYFT $OPRA $KHC $BIRK $PATH $DKNG $TTD $CART $XYZ $PINS $ZG $SNAP Here is what I currently hold in most recent order of size for stocks/ETFs then crypto then mutual funds: $QQQI $RBLX $NKE $DIS $DUOL $MBLY $STZ $HIMS $INTU $RBRK $PYPL $ADBE $UBER $LYFT $OPRA $KHC $BIRK $PATH $DKNG $TTD $CART $XYZ $PINS $ZG $SNAP"
X Link 2026-02-12T17:38Z [----] followers, [---] engagements
"Gemini said I'm seeing some massive resets across the tech and software space right now. Looking at a few key names Duolingo $DUOL has officially hit the "80% off" clearance rack trading right at its $108.98 target relative to its $544.93 all-time high. Hims & Hers $HIMS isn't far behind sitting near $16 against an eighty-percent-down target of $14.60. Meanwhile the "moat" plays like Intuit ($INTU) and Adobe ($ADBE) are showing more resilience; $INTU is currently halfway to that deep-value mark at $392 while $ADBE is seeing a more moderate drop trading around $253 compared to its $137.67"
X Link 2026-02-12T18:47Z [----] followers, [---] engagements
"@cperruna @jackravager When did I do that. By the way hows $AMZN and $GOOGL doing after earnings and capex 😎"
X Link 2026-02-13T02:46Z [----] followers, [---] engagements
"Regarding $CART the fears of $AMZN competition is way way over blown. $AMZN food delivery is much smaller cart checkout as $CART has the supermarkets and $COST"
X Link 2026-02-13T12:39Z [----] followers, [---] engagements
"Just how violent the drop happens the violent upside can happen too. Keep that in mind"
X Link 2026-02-13T15:34Z [----] followers, [--] engagements
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