# ![@Ahmedinvests Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1783393102746484736.png) @Ahmedinvests Ahmed 𓅃

Ahmed 𓅃 posts on X about business, ai, $uber, $googl the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1783393102746484736/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1783393102746484736/c:line/m:interactions.svg)

- [--] Week [------] +85%
- [--] Month [------] -80%
- [--] Months [-------] -68%
- [--] Year [---------] +123%

### Mentions: [--] [#](/creator/twitter::1783393102746484736/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1783393102746484736/c:line/m:posts_active.svg)

- [--] Week [--] -14%
- [--] Month [---] -27%
- [--] Months [---] +117%
- [--] Year [---] -31%

### Followers: [-----] [#](/creator/twitter::1783393102746484736/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1783393102746484736/c:line/m:followers.svg)

- [--] Week [-----] +2.10%
- [--] Month [-----] -0.86%
- [--] Months [-----] +1.80%
- [--] Year [-----] +9.40%

### CreatorRank: [-------] [#](/creator/twitter::1783393102746484736/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1783393102746484736/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  82.69% [technology brands](/list/technology-brands)  46.15% [finance](/list/finance)  26.92% [cryptocurrencies](/list/cryptocurrencies)  14.42% [automotive brands](/list/automotive-brands)  4.81% [social networks](/list/social-networks)  1.92% [fashion brands](/list/fashion-brands)  0.96% [financial services](/list/financial-services)  0.96% [celebrities](/list/celebrities)  0.96%

**Social topic influence**
[business](/topic/business) 17.31%, [ai](/topic/ai) 14.42%, [$uber](/topic/$uber) #331, [$googl](/topic/$googl) 11.54%, [meta](/topic/meta) 11.54%, [$meta](/topic/$meta) #531, [$shop](/topic/$shop) #307, [$msft](/topic/$msft) #572, [$ma](/topic/$ma) #340, [$bn](/topic/$bn) #11

**Top accounts mentioned or mentioned by**
[@thewiseic](/creator/undefined) [@willbiddy](/creator/undefined) [@pronkdaniel](/creator/undefined) [@toninafairvalue](/creator/undefined) [@financejack44](/creator/undefined) [@gillnetjimmy](/creator/undefined) [@danielisdizzy](/creator/undefined) [@renesellmann](/creator/undefined) [@craigzliszt](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@thomasjames1](/creator/undefined) [@travishoium](/creator/undefined) [@qualityinvest5](/creator/undefined) [@widemoatczar](/creator/undefined) [@patientinvestor](/creator/undefined) [@dixongeecapital](/creator/undefined) [@newsfromwsb](/creator/undefined) [@mariusz_invest](/creator/undefined) [@naveenlb](/creator/undefined) [@mh1411996](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Shopify Inc (SHOP)](/topic/$shop) [Microsoft Corp. (MSFT)](/topic/$msft) [Mastercard, Inc. (MA)](/topic/$ma) [Brookfield Corporation (BN)](/topic/$bn) [MercadoLibre Inc (MELI)](/topic/$meli) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tesla, Inc. (TSLA)](/topic/$tsla) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Bitcoin (BTC)](/topic/$btc) [Costco Hot Dog (COST)](/topic/$cost) [Advanced Micro Devices (AMD)](/topic/$amd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Palo Alto Networks Inc (PANW)](/topic/$panw) [ZetaChain (ZETA)](/topic/$zeta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [69Coin (69)](/topic/$69) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Cloudflare, Inc. (NET)](/topic/$net) [Netflix Inc (NFLX)](/topic/$nflx) [CHEGG, INC. (CHGG)](/topic/$chgg) [Costco Wholesale Corporation (COST)](/topic/costco) [Iris Energy Limited (IREN)](/topic/$iren) [Ralph Lauren Corp (RL)](/topic/$rl) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Apple, Inc. (AAPL)](/topic/$aapl) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Spotify Technology (SPOT)](/topic/$spot) [GoldPro Token (GPRO)](/topic/$gpro) [BounceBit (BB)](/topic/$bb) [Fortinet Inc (FTNT)](/topic/$ftnt) [Salesforce Inc (CRM)](/topic/$crm) [HUBSPOT, INC. (HUBS)](/topic/$hubs)
### Top Social Posts
Top posts by engagements in the last [--] hours

"this is insane growth for a very sticky business model but would you buy $SHOP at a P/E of 87"  
[X Link](https://x.com/Ahmedinvests/status/2021584254858354835)  2026-02-11T13:57Z [----] followers, [----] engagements


"If $SHOP is mainly a software company why do its operating margins behave more like capital intensive businesses such as $AMZN and $MELI instead of typical high margin SaaS firms"  
[X Link](https://x.com/Ahmedinvests/status/2021650906530689260)  2026-02-11T18:21Z [----] followers, [----] engagements


"I think $RL (Ralph Lauren) is quietly set up well for the next few years. Fashion cycles matter more than people admit. Right now the zip quarter trend is everywhere with younger people. It is replacing Nike Tech Fleece as the go to everyday piece. Clean simple versatile. The old money aesthetic is not a meme anymore. It has stuck around longer than expected and Ralph Lauren owns that identity globally. When a brand becomes the default symbol of a look it benefits disproportionately. Yes apparel is competitive and most brands have no moat. But Polo is different. The moat is brand equity built"  
[X Link](https://x.com/Ahmedinvests/status/2004942858478874735)  2025-12-27T15:50Z [----] followers, [---] engagements


"@WillBiddy_ $TDG aerospace monopoly"  
[X Link](https://x.com/Ahmedinvests/status/2015091765678686278)  2026-01-24T15:58Z [----] followers, [---] engagements


"lol this is a joke $QUBT P/S 4970"  
[X Link](https://x.com/Ahmedinvests/status/2015549878525382875)  2026-01-25T22:18Z [----] followers, [---] engagements


"I am starting to get more and more interested in Brookfield Corporation $BN. I have been monitoring the business for a few months now and the more I read the more interesting it becomes. Brookfield is not a one theme company. It operates across multiple real economy segments: Real estate: Office retail logistics residential Renewable power and energy: Hydro wind solar storage Infrastructure: Utilities transport pipelines data and telecom Private equity: Operating businesses in industrial and services Credit and finance: Corporate credit loans special situations Wealth and insurance solutions:"  
[X Link](https://x.com/Ahmedinvests/status/2015936127840977033)  2026-01-26T23:53Z [----] followers, [----] engagements


"@TheWiseIC $BN underrated play for ai infra"  
[X Link](https://x.com/Ahmedinvests/status/2015938275064611190)  2026-01-27T00:01Z [----] followers, [---] engagements


"$ISRG is one of the highest quality companies in the world Da Vinci is not a gadget it is mission critical infrastructure inside operating rooms. Recurring revenue from instruments services and software. Switching costs are massive. Surgeon training creates a moat that compounds for decades. This is the only robotics stock I am willing to own but price matters at todays valuation the stock assumes near perfection. I love the business. I do not love the price. I would rather wait patiently and buy ISRG in the 300s than chase it up here. Great companies are forever but great prices are rare."  
[X Link](https://x.com/Ahmedinvests/status/2016227565359288419)  2026-01-27T19:11Z [----] followers, [---] engagements


"$PYPL PayPal looks cheap on the surface but I think it is a value trap. The moat people assume is there just is not what it used to be. Moving money online is not special anymore. Venmo is fighting Zelle and Cash App. Merchants can choose Stripe Square or Shopify Payments without thinking twice. $AAPL Pay and $GOOGL Pay come built into the phone. Switching is easy on both sides. A business can plug in a new payment option in an afternoon. A user can download a competing app in two minutes. The whole network effect argument sounds good until you look at the numbers. Net new active accounts"  
[X Link](https://x.com/Ahmedinvests/status/2016586821614911498)  2026-01-28T18:58Z [----] followers, [----] engagements


"$BN basically saying their share price is 50% below intrinsic value which is $69"  
[X Link](https://x.com/Ahmedinvests/status/2017028875524493797)  2026-01-30T00:15Z [----] followers, [----] engagements


"@TheWiseIC $BN owns 70-80% of $BAM I would still stay with $BN because you get much more than just $BAM"  
[X Link](https://x.com/Ahmedinvests/status/2018755435441140037)  2026-02-03T18:36Z [----] followers, [---] engagements


"first thing i notice $UBER is trying to tell investors AVs will not kill its business. every slide has ''AVs" in it good morning lets see this $UBER earnings good morning lets see this $UBER earnings"  
[X Link](https://x.com/Ahmedinvests/status/2019084163706417306)  2026-02-04T16:22Z [----] followers, [----] engagements


"$UBER Rides are doing well. Bookings up 19% and margins are steady which means the core business is healthy and predictable. Delivery is growing faster. Bookings up 26% and profits just passed [--] billion. That shows the business is getting more efficient as it scales. #Uber is growing in both rides and delivery at the same time which is a strong position to be in. https://twitter.com/i/web/status/2019088661392875650 https://twitter.com/i/web/status/2019088661392875650"  
[X Link](https://x.com/Ahmedinvests/status/2019088661392875650)  2026-02-04T16:40Z [----] followers, [---] engagements


"Why $QCOM is down about -8% after hours Results were fine at 12.25B revenue up 5% and non GAAP EPS [----] but the problem is guidance. Q2 revenue guide of 10.2B to 11.0B is below expectations because management warned that memory supply constraints are hurting handset demand. Handsets are still the core of the business so the market sold the stock on the weaker outlook. https://twitter.com/i/web/status/2019161266279928161 https://twitter.com/i/web/status/2019161266279928161"  
[X Link](https://x.com/Ahmedinvests/status/2019161266279928161)  2026-02-04T21:28Z [----] followers, [----] engagements


"$GOOGL Cloud growth is pulling away from $MSFT Google Cloud slowed in [----] then steadily reaccelerated through [----] and [----] hitting almost 48% in Q4. Microsoft Cloud has been much flatter hovering in the low to mid 20s"  
[X Link](https://x.com/Ahmedinvests/status/2019164101235327436)  2026-02-04T21:40Z [----] followers, [---] engagements


"$GOOGL earnings call Q and A recap in plain English Question [--] Agentic commerce and YouTube AI tools Answer: [----] was setup [----] is when users actually use agentic commerce inside Gemini. YouTube will add Genie and other tools but creators stay in control. Good real product focus. ----------------------------- Question [--] AI compute demand and big [----] spend Answer: Still supply constrained. Even with higher capex they expect constraints to continue because hardware and data center lead times are long. Mixed demand is great but constraints slow growth. ----------------------------- Question 3"  
[X Link](https://x.com/Ahmedinvests/status/2019178046411161695)  2026-02-04T22:35Z [----] followers, [---] engagements


"@danielisdizzy $HIMS $5*"  
[X Link](https://x.com/Ahmedinvests/status/2019216451320553829)  2026-02-05T01:08Z [----] followers, [---] engagements


"Anyone who actually understands how crypto works would know [----] would be a bad year. Im not invested in crypto but before I got into stocks I was first buying $BTC and other cryptocurrencies and its always funny how stock people look at crypto and treat it the same way they would if Google or Microsoft went down. They always say buy the dip. Crypto is a different animal you dont buy the dip you buy the crash. And sadly this isnt even a crash. A crash is when the price drops -20% in a day. Thats when you buy. Crypto doesnt have intrinsic value. The price going up or down doesnt change"  
[X Link](https://x.com/Ahmedinvests/status/2019279575348281376)  2026-02-05T05:19Z [----] followers, [---] engagements


"You wouldve more than doubled your money buying $GOOGL than $BTC in the past [--] years"  
[X Link](https://x.com/Ahmedinvests/status/2019281065052197148)  2026-02-05T05:24Z [----] followers, [---] engagements


"Transferring from Wealthsimple to IBRK and my account has been frozen for [--] weeks now all my cash is there AND I CANT FUCKING BUY THE DIP This shit better keeps dipping cuz I cant miss out on those opportunities $MSFT $META 👀"  
[X Link](https://x.com/Ahmedinvests/status/2019439943139954772)  2026-02-05T15:56Z [----] followers, [---] engagements


"@PronkDaniel Will play out like how $META played out"  
[X Link](https://x.com/Ahmedinvests/status/2019444159879258529)  2026-02-05T16:13Z [----] followers, [---] engagements


"@WillBiddy_ Probably $COST would be the safest"  
[X Link](https://x.com/Ahmedinvests/status/2020089312436752778)  2026-02-07T10:56Z [----] followers, [---] engagements


"$HIMS -26% on the day what happened"  
[X Link](https://x.com/Ahmedinvests/status/2020876482805944803)  2026-02-09T15:04Z [----] followers, [---] engagements


"$MA retained earnings and ROIC is nice to see"  
[X Link](https://x.com/Ahmedinvests/status/2021084767991758993)  2026-02-10T04:52Z [----] followers, [---] engagements


"My [--] Step Framework for Picking Core Portfolio Holdings 🧵 After identifying businesses within my circle of competence with strong moats every stock that becomes a core holding must pass these [--] financial health checks. Follow this framework and I believe you'll outperform the market. Here's what I look for: 1/ Revenue Growth: Up and to the Right Minimum CAGR of 10% preferably 15%+ If a company can't consistently grow its top line something's broken. I want businesses that are expanding their market share and capturing more value year after year. No revenue growth = no investment. Examples"  
[X Link](https://x.com/Ahmedinvests/status/2021243191765127402)  2026-02-10T15:21Z [----] followers, [--] engagements


"2/ High Operating Margins When inflation hits or recession strikes companies with thin margins get crushed. High margin businesses have pricing power and operational efficiency. They can weather storms without sacrificing profitability. This is your margin of safety. Example: $META"  
[X Link](https://x.com/Ahmedinvests/status/2021243195892396066)  2026-02-10T15:21Z [----] followers, [--] engagements


"3/ Basic EPS Growth Earnings per share should trend consistently upward. This tells me the company isn't just growing revenue it's converting that growth into actual profits for shareholders. If EPS is flat or declining while revenue grows that's a red flag. Example: $META"  
[X Link](https://x.com/Ahmedinvests/status/2021243199155589179)  2026-02-10T15:21Z [----] followers, [--] engagements


"4/ Strong Balance Sheet: Low/Zero Debt I compare total debt to cash on hand. The best companies are net cash positive. Why They have flexibility during downturns can invest in growth opportunities and aren't beholden to creditors. Financial fortress beats leveraged gamble every time. Example: $MSFT https://twitter.com/i/web/status/2021243202330665323 https://twitter.com/i/web/status/2021243202330665323"  
[X Link](https://x.com/Ahmedinvests/status/2021243202330665323)  2026-02-10T15:21Z [----] followers, [--] engagements


"5/ Retained Earnings Growing If retained earnings are flat or declining management is either not generating real profits over distributing cash or diluting shareholders. I want to see this number climb steadily. It means value is compounding inside the business. Example: $MA https://twitter.com/i/web/status/2021243205904150600 https://twitter.com/i/web/status/2021243205904150600"  
[X Link](https://x.com/Ahmedinvests/status/2021243205904150600)  2026-02-10T15:21Z [----] followers, [--] engagements


"6/ Net Income & Cash Flow CAGR: 10%+ (Preferably 15%+) Both net income AND cash flow should grow at double digits. If cash flow lags behind reported earnings the "profits" might be accounting fiction. Example: $META"  
[X Link](https://x.com/Ahmedinvests/status/2021243209632956459)  2026-02-10T15:21Z [----] followers, [--] engagements


"7/ High Return on Invested Capital (ROIC) My Favorite Anything above 10% is good. Above 20% is exceptional. ROIC tells me management knows how to allocate capital efficiently. They're not just growing they're compounding shareholder value with every dollar they reinvest. Example: $MA https://twitter.com/i/web/status/2021243214695428253 https://twitter.com/i/web/status/2021243214695428253"  
[X Link](https://x.com/Ahmedinvests/status/2021243214695428253)  2026-02-10T15:21Z [----] followers, [--] engagements


"The da Vinci installed base just keeps climbing. From [----] systems in mid [----] to over [-----] by the end of [----] that is roughly [--] percent annual growth in machines that lock in decades of recurring instrument sales. Every new robot is not just hardware it is another hospital permanently tied into Intuitives ecosystem. This is how real moats compound. $ISRG https://twitter.com/i/web/status/2021289221391253519 https://twitter.com/i/web/status/2021289221391253519"  
[X Link](https://x.com/Ahmedinvests/status/2021289221391253519)  2026-02-10T18:24Z [----] followers, [--] engagements


"Im sorry did $AMD 14x and $TSLA 8x in the last [--] months My performance thus far: [--]. $AMD up 51X. [--]. $TSLA up 32X. [--]. $PLTR up 20X. [--]. $HIMS and $DUOL down 60%. [--]. $SPOT up 5X. Past mistakes: [--]. $AMRS total loss of capital. [--]. $GPRO and $BB down 60% reallocated to $HIMS at $15. My performance thus far: [--]. $AMD up 51X. [--]. $TSLA up 32X. [--]. $PLTR up 20X. [--]. $HIMS and $DUOL down 60%. [--]. $SPOT up 5X. Past mistakes: [--]. $AMRS total loss of capital. [--]. $GPRO and $BB down 60% reallocated to $HIMS at $15"  
[X Link](https://x.com/Ahmedinvests/status/2021306997212053747)  2026-02-10T19:35Z [----] followers, [---] engagements


"safe to say cybersecurity is here to stay. $FTNT $PANW $NET"  
[X Link](https://x.com/Ahmedinvests/status/2021400826615619825)  2026-02-11T01:48Z [----] followers, [---] engagements


"Companies Ai might kill and companies that will live $SHOP lives $DUOL dies $NOW lives $ZETA lives $MNDY dies $NFLX lives $UPWK dies $ADBE lives $CRM tricky $PLTR lives $CRWD lives $PANW lives $NET lives $HUBS dies $CHEGG dies $INFA dies $SNOW lives $ANET lives $MSFT lives https://twitter.com/i/web/status/2022305004506255792 https://twitter.com/i/web/status/2022305004506255792"  
[X Link](https://x.com/Ahmedinvests/status/2022305004506255792)  2026-02-13T13:41Z [----] followers, [---] engagements


"Want to talk about a company that AI actually killed $CHGG. When I was a student Chegg was the platform. You paid for a subscription and even then you did not always get the right answer. Then ChatGPT showed up. Free. Instant. Explains every step. Solves most questions with high accuracy. That is when Cheggs moat collapsed and this is what real AI disruption looks like. But lets look at $ADBE. Chegg sold answers while Adobe sells professional tools workflows and industry standards. AI does not replace Photoshop Premiere or After Effects. It gets embedded inside them. Professionals do not pay"  
[X Link](https://x.com/Ahmedinvests/status/2001341995436961992)  2025-12-17T17:21Z [----] followers, [----] engagements


"In case you did not know: The US Air Force is actively replacing older F [--] jets with the F [--]. The F [--] is built by Lockheed Martin ( $LMT). This also benefits TransDigm ( $TDG). $TDG makes critical proprietary parts inside jets like valves actuators and control systems. Every new F [--] delivered creates decades of maintenance and spare parts demand. Jets can be delayed but maintenance cannot. That is why programs like the F [--] quietly compound value for both $LMT and $TDG. https://twitter.com/i/web/status/2006063485256429873 https://twitter.com/i/web/status/2006063485256429873"  
[X Link](https://x.com/Ahmedinvests/status/2006063485256429873)  2025-12-30T18:03Z [----] followers, [----] engagements


"The True "Ai Killed This Businesses" $CHGG"  
[X Link](https://x.com/Ahmedinvests/status/2011113260469129463)  2026-01-13T16:29Z [----] followers, [----] engagements


"Everyone thinks recessions reward only defensive stocks. The [----] to [----] crisis tells a different story. Top S&P [---] performers during the worst financial collapse in decades: $NFLX +69% $AZO +22% $ROST +10% $WMT +7% $MA only -12% Meanwhile most banks and cyclical names were wiped out. The winners were not the safest. They were asset light had pricing power and benefited from how consumer behavior changed under stress. Crises do not destroy great businesses they reveal them. The next downturn will do the same. https://twitter.com/i/web/status/2014171822070149330"  
[X Link](https://x.com/Ahmedinvests/status/2014171822070149330)  2026-01-22T03:02Z [----] followers, [---] engagements


"Next is $MELI MercadoLibre is building a monopoly across LATAM. Ecommerce payments logistics credit ads and fintech all under one roof. Once users enter the ecosystem there is little reason to leave. LATAM needs modern digital infrastructure and MELI is becoming that infrastructure. Mercado Pago keeps growing because millions are underbanked and jumping straight into digital finance. Multiple revenue streams massive runway and a region still early in tech adoption. This is long term compounding in motion. https://twitter.com/i/web/status/2017998551880511616"  
[X Link](https://x.com/Ahmedinvests/status/2017998551880511616)  2026-02-01T16:28Z [----] followers, [---] engagements


"Lastly $MA Mastercard gets paid every time consumers spend money. And people love spending above their means. Higher prices mean higher take rates. Lower prices mean more volume. Either way Mastercard wins. It is a toll booth on global commerce. No inventory no credit risk no guessing consumer trends. Just leverage on global spending growth. In a world of inflation debt and consumption this is one of the most durable business models ever built. https://twitter.com/i/web/status/2017998554560635204 https://twitter.com/i/web/status/2017998554560635204"  
[X Link](https://x.com/Ahmedinvests/status/2017998554560635204)  2026-02-01T16:28Z [----] followers, [--] engagements


"$ARM sold off because the outlook looked weaker than the headline results. Even with 26% revenue growth margins slipped and future licensing backlog fell 8% which made investors nervous about growth durability despite good guidance"  
[X Link](https://x.com/Ahmedinvests/status/2019162473769718032)  2026-02-04T21:33Z [----] followers, [---] engagements


"So big tech is down fintech is down saas is down companies with wide moats are down Yet the S&P500 is at all time highs"  
[X Link](https://x.com/Ahmedinvests/status/2021354451274170866)  2026-02-10T22:43Z [----] followers, [--] engagements


"I love $ISRG and the business is clearly world class but the free cash flow pattern bothers me. Revenue keeps climbing the Da Vinci installed base is steadily rising and instruments + services look like true recurring streams. Yet FCF is choppy instead of a smooth line up and to the right. If systems drive sticky utilization and predictable consumables why does cash not compound more cleanly Is it heavy capex working capital swings share based comp or something structural in how hospitals adopt the platform I might be missing something important here. If you follow $ISRG closely explain what"  
[X Link](https://x.com/Ahmedinvests/status/2021384714196545942)  2026-02-11T00:44Z [----] followers, [---] engagements


"yes $COST P/E of [--] still higher than $GOOGL $MSFT $META one thing.recurring revenue"  
[X Link](https://x.com/Ahmedinvests/status/2021401613970309268)  2026-02-11T01:51Z [----] followers, [----] engagements


"Even though $GOOGL and $MSFT have similar market caps their revenue growth looks very different. What I find especially interesting is that many $GOOGL products are free yet the company still grows faster while $MSFT relies much more on paid products but is growing more slowly. https://twitter.com/i/web/status/2021402507906310565 https://twitter.com/i/web/status/2021402507906310565"  
[X Link](https://x.com/Ahmedinvests/status/2021402507906310565)  2026-02-11T01:54Z [----] followers, [---] engagements


"$ZETA net income close to flipping positive"  
[X Link](https://x.com/Ahmedinvests/status/2021588191350853702)  2026-02-11T14:12Z [----] followers, [---] engagements


"Zero debt is what i like to see $PANW"  
[X Link](https://x.com/Ahmedinvests/status/2021609915429642745)  2026-02-11T15:38Z [----] followers, [---] engagements


"Or you can look at $MELI which is amazon ebay paypal block fedex shopify toast affirm ALL IN ONE this is insane growth for a very sticky business model but would you buy $SHOP at a P/E of [--]. https://t.co/ZPf0EfQxfn this is insane growth for a very sticky business model but would you buy $SHOP at a P/E of [--]. https://t.co/ZPf0EfQxfn"  
[X Link](https://x.com/Ahmedinvests/status/2021615953642189179)  2026-02-11T16:02Z [----] followers, [---] engagements


"Ackman's Pershing Square revealed a new stake in $Meta Platforms. The position amounted to 10% of the firm's capital at the end of [----] or roughly $2 billion based on past disclosures"  
[X Link](https://x.com/Ahmedinvests/status/2021656205966643206)  2026-02-11T18:42Z [----] followers, [---] engagements


"$GOOGL although i enjoy notion sometimes Which ecosystem has the best user experience https://t.co/NaAX2iCGLP Which ecosystem has the best user experience https://t.co/NaAX2iCGLP"  
[X Link](https://x.com/Ahmedinvests/status/2021659048798826536)  2026-02-11T18:54Z [----] followers, [---] engagements


"Costco is not Sears or Kmart. Its moat comes from memberships crazy low prices and the bulk treasure hunt model that keeps people loyal not just convenient. It could slowly erode over time like any retailer but a sudden collapse would need Costco to break its pricing discipline or membership culture which looks very unlikely today. https://twitter.com/i/web/status/2021704764476489940 https://twitter.com/i/web/status/2021704764476489940"  
[X Link](https://x.com/Ahmedinvests/status/2021704764476489940)  2026-02-11T21:55Z [----] followers, [--] engagements


"earned it i will vibe code $CSCO tonight easily"  
[X Link](https://x.com/Ahmedinvests/status/2021705304673567134)  2026-02-11T21:58Z [----] followers, [---] engagements


"Been thinking about $MSFT lately and honestly I'm getting worried. Everyone sees them as this safe AI winner but I'm not so sure anymore. AI makes companies way more efficient with fewer people. Fewer people means fewer Microsoft licenses. So the thing making Azure grow is also destroying their core business. And then there's the Azure problem nearly half of their cloud revenue is from OpenAI. That's concentration risk. Microsoft has been the boring safe stock forever. But I think they're heading into some real trouble if they stick with seat based pricing and if Azure growth outside OpenAI"  
[X Link](https://x.com/Ahmedinvests/status/2021720255211417923)  2026-02-11T22:57Z [----] followers, [---] engagements


"Which e-commerce giant would you pick: $MELI $SHOP $AMZN $BABA or $SE"  
[X Link](https://x.com/Ahmedinvests/status/2021728150435053915)  2026-02-11T23:28Z [----] followers, [---] engagements


"@ToninaFairValue Excited for $MELI"  
[X Link](https://x.com/Ahmedinvests/status/2021735694398631961)  2026-02-11T23:58Z [----] followers, [--] engagements


"if $UBER does not hold the $70 level we might see $60-$65"  
[X Link](https://x.com/Ahmedinvests/status/2021763722398544116)  2026-02-12T01:50Z [----] followers, [--] engagements


"really like Athena on $ZETA basically jarvis for a marketing team"  
[X Link](https://x.com/Ahmedinvests/status/2021782636025532660)  2026-02-12T03:05Z [----] followers, [---] engagements


"@WillBiddy_ " $TSLA IS NOT CAR COMPANY""  
[X Link](https://x.com/Ahmedinvests/status/2021812721961025636)  2026-02-12T05:04Z [----] followers, [---] engagements


"the tweet sounds big but for JPMorgan it is a small position that barely moves the needle. $IREN 🚨 JPMORGAN CHASE HAS INCREASED OWNERSHIP IN $IREN BY OVER 100% JPMorgan now holds over [----] million shares of IREN worth nearly $60m Last week JP maintained an underweight rating on IREN citing capital intensity risk https://t.co/GpuI1EfFfY 🚨 JPMORGAN CHASE HAS INCREASED OWNERSHIP IN $IREN BY OVER 100% JPMorgan now holds over [----] million shares of IREN worth nearly $60m Last week JP maintained an underweight rating on IREN citing capital intensity risk https://t.co/GpuI1EfFfY"  
[X Link](https://x.com/Ahmedinvests/status/2021826329704825022)  2026-02-12T05:58Z [----] followers, [---] engagements


"@ReneSellmann $META was nowhere the same back then"  
[X Link](https://x.com/Ahmedinvests/status/2021827609869594847)  2026-02-12T06:04Z [----] followers, [---] engagements


"@PronkDaniel @FinanceJack44 I agree. Visa and Mastercard five years ago their biggest worry was each other. Now theyre dealing with government regulation new competitors and entire countries building payment rails to cut them out"  
[X Link](https://x.com/Ahmedinvests/status/2021991520703050029)  2026-02-12T16:55Z [----] followers, [--] engagements


"I don't like $HOOD's business model at all. As an investment it's completely tied to market performance and retail sentiment. Honestly it's basically a leveraged bet on Bitcoin. When crypto crashes $HOOD crashes with it"  
[X Link](https://x.com/Ahmedinvests/status/2021992444640829607)  2026-02-12T16:59Z [----] followers, [---] engagements


"$Zeta's platform consolidates three fragmented marketing categories into one. CDPs for data Marketing Clouds for automation and Programmatic for acquisition. Businesses hate managing 10+ vendors for this. One integrated solution wins"  
[X Link](https://x.com/Ahmedinvests/status/2022017611077193757)  2026-02-12T18:39Z [----] followers, [---] engagements


"could've bought $VOO and beat $BTC lol Bitcoin is still up 69% over the past [--] years. https://t.co/J45axdDPQc Bitcoin is still up 69% over the past [--] years. https://t.co/J45axdDPQc"  
[X Link](https://x.com/Ahmedinvests/status/2022165774572675520)  2026-02-13T04:27Z [----] followers, [---] engagements


"@TheWiseIC well eventually waymo will probably leave $UBER or only use it internationally $TSLA is minimal but they will also try to take away some little customers so naturally i think the delivery segment will take over"  
[X Link](https://x.com/Ahmedinvests/status/2022356922419286400)  2026-02-13T17:07Z [----] followers, [--] engagements


"Thats very true the network effects play here More people on the app = more drivers = better availability So the best thing for $Uber to do is to keep growing its users and also try to keep their prices competitive where the convenience of not waiting [--] min for a ride would be worth $5 more. https://twitter.com/i/web/status/2022364080527307017 https://twitter.com/i/web/status/2022364080527307017"  
[X Link](https://x.com/Ahmedinvests/status/2022364080527307017)  2026-02-13T17:35Z [----] followers, [---] engagements


"All AVs will launch on uber I agree but at some point they will leave uber No business would pay 20% forever just to stay on uber And first business to leave is going to be Waymo most likely Im not a bear but Im being realistic Will uber grow Yes Will the company benefit from AVs Yes https://twitter.com/i/web/status/2022394034745164163 https://twitter.com/i/web/status/2022394034745164163"  
[X Link](https://x.com/Ahmedinvests/status/2022394034745164163)  2026-02-13T19:34Z [----] followers, [--] engagements


"@craigzLiszt 👨🏻💻🤖🚛"  
[X Link](https://x.com/Ahmedinvests/status/1930802343433404831)  2025-06-06T01:42Z [----] followers, [--] engagements


"Great visualization showing where Shift4 ( $FOUR) fits in the payment processing stack"  
[X Link](https://x.com/Ahmedinvests/status/2010441100918673538)  2026-01-11T19:58Z [----] followers, [----] engagements


"$PATH chart looks alot like $PLTR before it went parabolic"  
[X Link](https://x.com/Ahmedinvests/status/2021593274327203983)  2026-02-11T14:32Z [----] followers, [----] engagements


"@WheelieInvestor I did that too but Claude usage limits pissing me off"  
[X Link](https://x.com/Ahmedinvests/status/2021826717170462877)  2026-02-12T06:00Z [----] followers, [--] engagements


"$COST $978 $6000 by [----] My [--] year price targets: Mission: retirement by [----]. $ONDS - $9.50 $105 $IREN - $43 $410 $CIFR - $17 $200 $AMD - $213 $700 Some people might think these targets are crazy. BUT all of the major CEOs of hyperscalers have said their biggest bottlenecks are; Power https://t.co/yHTkhBanyF My [--] year price targets: Mission: retirement by [----]. $ONDS - $9.50 $105 $IREN - $43 $410 $CIFR - $17 $200 $AMD - $213 $700 Some people might think these targets are crazy. BUT all of the major CEOs of hyperscalers have said their biggest bottlenecks are; Power https://t.co/yHTkhBanyF"  
[X Link](https://x.com/Ahmedinvests/status/2021839421407211607)  2026-02-12T06:50Z [----] followers, [---] engagements


"@Thomas_james_1 [--] year price targets*"  
[X Link](https://x.com/Ahmedinvests/status/2021840044131041627)  2026-02-12T06:53Z [----] followers, [--] engagements


"@FinanceJack44 $ASML $600"  
[X Link](https://x.com/Ahmedinvests/status/2021848655850819727)  2026-02-12T07:27Z [----] followers, [--] engagements


"@TravisHoium I just vibe coded a Costco warehouse"  
[X Link](https://x.com/Ahmedinvests/status/2021850528607789293)  2026-02-12T07:35Z [----] followers, [--] engagements


"brutal [--] weeks for $SHOP no wonder beta is 2.82"  
[X Link](https://x.com/Ahmedinvests/status/2021968391112683587)  2026-02-12T15:23Z [----] followers, [---] engagements


"$ZETA's Athena platform is one of those things that seems obvious once you see it but nobody else has really nailed. Marketing analytics has always required this translation layer between business questions and technical execution. Athena removes that friction entirely. What's interesting from an investment perspective is this creates a compounding advantage. The more customers use it the better it gets at understanding marketing specific queries. The more value it delivers the stickier $Zeta becomes. And the workflow improvement is measurable marketing teams can literally operate with fewer"  
[X Link](https://x.com/Ahmedinvests/status/2021971432486363333)  2026-02-12T15:35Z [----] followers, [---] engagements


"$Uber $Lyft $Google and $Meta will benefit from the world cup"  
[X Link](https://x.com/Ahmedinvests/status/2021992035742588955)  2026-02-12T16:57Z [----] followers, [---] engagements


"Brookfield just dropped their Q4 letter and it's absolutely wild how undervalued $BN is relative to what they're building for the AI era. They're literally signing deals with everyone who matters: - $GOOGL: $3 billion hydro power contract over [--] years to power their data centers in Pennsylvania. This is one of the largest private hydro contracts ever and provides baseload power (the most reliable kind) for Google's data center buildout. - $NVDA: $100 billion partnership to build AI factories globally. They're launching a fund together specifically for AI infrastructure including these"  
[X Link](https://x.com/Ahmedinvests/status/2022144764435423631)  2026-02-13T03:04Z [----] followers, [---] engagements


"Thomas Russo - Gardner Russo & Quinn: Adds +9.22% of his $Uber position $uber is 4.54% of the portfolio"  
[X Link](https://x.com/Ahmedinvests/status/2022150306419945522)  2026-02-13T03:26Z [----] followers, [----] engagements


"Brookfield's Q4 letter has a section titled "We are Laying the Backbone Infrastructure for AI" and it perfectly explains why $BN is so undervalued right now. Their thesis is simple but powerful forget trying to predict which AI models will win which chips will dominate or which applications will succeed $NVDA $GOOGL $AVGO $AMD. Instead focus on the guaranteed structural need for massive physical infrastructure to power all of it. Over the next decade $7 trillion of capital will be required across the AI value chain for data centers power generation compute infrastructure grid modernization"  
[X Link](https://x.com/Ahmedinvests/status/2022283110587752511)  2026-02-13T12:14Z [----] followers, [---] engagements


"Revenue growth decelerating hard for $HIMS going into [----]. We're looking at estimates dropping from 67-69% growth in Dec [--] to just 17% by Dec [--]. That's a massive slowdown in less than two years. What's causing this Is the telehealth market getting saturated Competition eating into margins Customer acquisition costs rising Or are they hitting natural growth limits after the initial boom When a company goes from nearly 70% growth to mid teens that fast something fundamental is shifting in the business model or competitive landscape. https://twitter.com/i/web/status/2022333705948209196"  
[X Link](https://x.com/Ahmedinvests/status/2022333705948209196)  2026-02-13T15:35Z [----] followers, [---] engagements


"$UBER at $69"  
[X Link](https://x.com/Ahmedinvests/status/2022347034158903763)  2026-02-13T16:28Z [----] followers, [---] engagements


"Will delivery revenue at some point flip mobility revenue. $UBER"  
[X Link](https://x.com/Ahmedinvests/status/2022348095842116033)  2026-02-13T16:32Z [----] followers, [---] engagements


"I hold $UBER and wanted to challenge my own thinking so I did something simple. Asked almost all my friends: do you ride with Uber or Lyft Every single time the answer was "whatever's cheapest." That's the tension I'm wrestling with on the mobility side. Look I still think they have a real business moat. Network effects are massive and AVs will probably partner with them for distribution. From an investor perspective the competitive advantages look solid. But as a customer why would I care if I ride with $Uber or $Lyft or any other cheap alternative The loyalty just isn't there like it is"  
[X Link](https://x.com/Ahmedinvests/status/2022360423689847210)  2026-02-13T17:21Z [----] followers, [---] engagements


"@QualityInvest5 Its cuz prediction market has been gaining more traction lately"  
[X Link](https://x.com/Ahmedinvests/status/2022495679893938285)  2026-02-14T02:18Z [----] followers, [---] engagements


"When meta was at 600-630 and I didnt have cash I sold a bit of $uber to meta and I think this was a very smart thing to do At the end of the day we are here to make the most money with the least risk and $META at [---] was very much that TO ME. So I wouldnt say its a bad idea. Rule [--] - dont get married to your holdings the market does not know what you hold Some people will say this is a mistake but I loaded the boat when $meta was at [---] while uber was around the 75-85 range Meta now is at [---] uber is at [--] so was it a mistake Not saying uber is bad I still believe they will succeed but if I"  
[X Link](https://x.com/Ahmedinvests/status/2022694319501476265)  2026-02-14T15:28Z [----] followers, [--] engagements


"@WideMoatCzar I agree $UBER is a long term play it will take a year or [--] to show that the business will not be disrupted So I wont say its gonna move up fast and you need to buy now Meta is a different story its jus fear of capex spending on the mag7 in general"  
[X Link](https://x.com/Ahmedinvests/status/2022714577675276599)  2026-02-14T16:48Z [----] followers, [--] engagements


"Quality business will open position at around the $400s $ISRG"  
[X Link](https://x.com/Ahmedinvests/status/2016905976087970103)  2026-01-29T16:07Z [----] followers, [---] engagements


"@patientinvestor $TSLA looks so cheap"  
[X Link](https://x.com/Ahmedinvests/status/2017679779638505703)  2026-01-31T19:22Z [----] followers, [----] engagements


"Three companies I am excited to own for the long term. Lets start with $META $Meta has something almost no company on earth has. Attention at global scale. Nearly half the world uses one of its apps every single day. That alone is a monetization engine most businesses can only dream of. WhatsApp is still massively under monetized. Payments business messaging commerce and AI assistants inside chat are all unlocked upside. That app alone can become a monster if executed properly. Then there is Meta AI glasses. This is not a gimmick. This is a new computing platform forming. $Meta is closer than"  
[X Link](https://x.com/Ahmedinvests/status/2017998549170925762)  2026-02-01T16:28Z [----] followers, [---] engagements


"@TheWiseIC Because the best use of cash for $MA is still inside the business. They already do buybacks but reinvesting in the network security and new payment rails compounds way better than forcing a bigger dividenddd"  
[X Link](https://x.com/Ahmedinvests/status/2018074075411763601)  2026-02-01T21:28Z [----] followers, [--] engagements


"Investors are dumping software and AI hype names and moving into boring real world businesses like energy consumer staples and physical infrastructure. Most investors are business and finance people not coders so they feel safer owning companies that own actual assets instead of just software promises. Even cyber is selling off which is funny because no one is coding their own security at home. Feels like a big rotation from digital stories to physical moats. Today: $AMD -17% $PLTR -13% $AVGO -7% $ANET -7% $ORCL -6% $NVDA -4% $META -3% $IBM -3% $GOOGL -2.5%"  
[X Link](https://x.com/Ahmedinvests/status/2019113812863910045)  2026-02-04T18:20Z [----] followers, [--] engagements


"The whole debate about who is winning the AI war Gemini ChatGPT or Claude is being framed the wrong way. There will not be one single AI that dominates everything. Each tool is best for different types of work. In my view Gemini is strongest for deep analysis and research especially if you are doing heavy technical or academic work. ChatGPT is best for light to medium everyday use thinking explaining and quick problem solving. Claude shines most when it comes to writing coding and actually building products. Instead of arguing about which one is overall best we should recognize that they win"  
[X Link](https://x.com/Ahmedinvests/status/2019130188806623282)  2026-02-04T19:25Z [----] followers, [---] engagements


"Being the cheaper alternative is not a good strength We could have a race to the bottom $HIMS $HIMS is launching a compounded semaglutide pill at $49 intro pricing and $99/month on subscription vs. $199/month for $NVO Wegovy pill. Same active ingredient as Wegovy but at a fraction of the price. https://t.co/mp3HIzHzGa $HIMS is launching a compounded semaglutide pill at $49 intro pricing and $99/month on subscription vs. $199/month for $NVO Wegovy pill. Same active ingredient as Wegovy but at a fraction of the price. https://t.co/mp3HIzHzGa"  
[X Link](https://x.com/Ahmedinvests/status/2019419590623916082)  2026-02-05T14:35Z [----] followers, [---] engagements


"hello world"  
[X Link](https://x.com/Ahmedinvests/status/1930068331085676623)  2025-06-04T01:05Z [----] followers, [--] engagements


"Were not ready for what #AI is about to do to education. And Im not talking about fancy tools. Im talking about a full system reset. Let me explain 👇"  
[X Link](https://x.com/Ahmedinvests/status/1930070598664777883)  2025-06-04T01:14Z [----] followers, [--] engagements


"The more advanced #ai gets the more it could fire back stronger ChatGPT knows everything about you. I got a full data security briefing on myself and was stunned Here is how I did it and how you can do the same: https://t.co/332uEKTMWO ChatGPT knows everything about you. I got a full data security briefing on myself and was stunned Here is how I did it and how you can do the same: https://t.co/332uEKTMWO"  
[X Link](https://x.com/Ahmedinvests/status/1930678047016943718)  2025-06-05T17:28Z [----] followers, [--] engagements


"Will elon be the reason $TSLA fails Yes Yes Yes Yes"  
[X Link](https://x.com/Ahmedinvests/status/1930717787053244588)  2025-06-05T20:06Z [----] followers, [---] engagements


"👨🏻💻🤖🚛 Whats yours #Startup Pitch your startup with [--] emojis Pitch your startup with [--] emojis"  
[X Link](https://x.com/Ahmedinvests/status/1930802417353867406)  2025-06-06T01:42Z [----] followers, [---] engagements


"Im starting to like #gemini more simply because it doesnt always agree with what Im saying A problem ChatGPT has"  
[X Link](https://x.com/Ahmedinvests/status/1932037534642471128)  2025-06-09T11:30Z [----] followers, [--] engagements


"$GOOGL is a slept on stock for #Ai and quantum computing"  
[X Link](https://x.com/Ahmedinvests/status/1932037805061857432)  2025-06-09T11:31Z [----] followers, [--] engagements


"Most people say AI wont take my job but deep down many are worried it will. And for good reason. If youre in an entry-level role or doing repetitive tasks AI can take your place. Not in the distant future but soon. People often say AI wont be able to call and deal with customers. But thats already changing. Large language models can now hold conversations recognize emotion and speak in voices that sound convincingly human. Theyre improving rapidly. The truth is #AI doesnt need to be perfect to replace you. It just needs to be cheaper faster and good enough. This isnt about fear. Its about"  
[X Link](https://x.com/Ahmedinvests/status/1934604995141263504)  2025-06-16T13:32Z [----] followers, [--] engagements

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