#  @f26bwgvrnw Akbar Makhmudov Akbar Makhmudov posts on X about $pins, ai, pinterest, $nbis the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1630441003214675971/interactions)  - [--] Week [------] -51% - [--] Month [------] +54% - [--] Months [-------] +78,861% - [--] Year [-------] +60,188% ### Mentions: [--] [#](/creator/twitter::1630441003214675971/posts_active)  - [--] Month [--] -38% - [--] Months [---] +10,350% - [--] Year [---] +10,450% ### Followers: [---] [#](/creator/twitter::1630441003214675971/followers)  - [--] Week [---] +7.40% - [--] Month [---] +45% - [--] Months [---] +1,189% - [--] Year [---] +2,479% ### CreatorRank: [---------] [#](/creator/twitter::1630441003214675971/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [social networks](/list/social-networks) [exchanges](/list/exchanges) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [celebrities](/list/celebrities) [financial services](/list/financial-services) **Social topic influence** [$pins](/topic/$pins) #74, [ai](/topic/ai), [pinterest](/topic/pinterest), [$nbis](/topic/$nbis) #130, [growth](/topic/growth), [investment](/topic/investment), [in the](/topic/in-the), [market](/topic/market), [meta](/topic/meta), [target](/topic/target) **Top accounts mentioned or mentioned by** [@aleabitoreddit](/creator/undefined) [@pepemoonboy](/creator/undefined) [@drtomslens](/creator/undefined) [@grok](/creator/undefined) [@moninvestor](/creator/undefined) [@halalsn](/creator/undefined) [@zastocks](/creator/undefined) [@babyfolio](/creator/undefined) [@kobeissiletter](/creator/undefined) [@mmatters22596](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@mrderivatives](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@undrvalue](/creator/undefined) [@scrolltroll2023](/creator/undefined) [@unusualwhales](/creator/undefined) [@sammicohentalks](/creator/undefined) [@mayhem4markets](/creator/undefined) [@stockmktnewz](/creator/undefined) [@wearycenturion](/creator/undefined) **Top assets mentioned** [Pinterest, Inc. (PINS)](/topic/$pins) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Toast, Inc. (TOST)](/topic/$tost) [Corsair Gaming, Inc. (CRSR)](/topic/$crsr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Docusign Inc (DOCU)](/topic/$docu) [Duolingo, Inc. (DUOL)](/topic/$duol) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Microsoft Corp. (MSFT)](/topic/microsoft) [Reddit, Inc. (RDDT)](/topic/$rddt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Shopify Inc (SHOP)](/topic/$shop) [Mario Coin (COIN)](/topic/$coin) [BlackRock Inc (BLK)](/topic/blackrock) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Advanced Micro Devices (AMD)](/topic/$amd) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Asana, Inc. (ASAN)](/topic/$asan) ### Top Social Posts Top posts by engagements in the last [--] hours "@AngryCitizenxx Ask Grok to elaborate more on its answer. I did and its answering that way in protest to test if youd ask it to elaborate" [X Link](https://x.com/f26bwgvrnw/status/1875297253923176524) 2025-01-03T21:44Z [--] followers, [--] engagements "@ZaStocks Thoughts on NBIS play in all this Data center rental for AI and provides a platform for companies AI training" [X Link](https://x.com/f26bwgvrnw/status/1877218042406371692) 2025-01-09T04:57Z [--] followers, [---] engagements "@Markymark1025 @evan_coons @unusual_whales Your statement makes no sense. Its like saying I dont know how to make phones or run phone manufacturing how would I know anything about phones" [X Link](https://x.com/f26bwgvrnw/status/1912467489876848818) 2025-04-16T11:25Z [--] followers, [---] engagements "@brent_e_trader @JakeWest79 Because you may end up not selling when the time comes. You might think this is the comeback or I was right all along which is the exact sentiment the author had. If you stick to your rules great. But if not then you dig a deeper hole" [X Link](https://x.com/f26bwgvrnw/status/1951683907247538399) 2025-08-02T16:37Z [--] followers, [--] engagements "@mvcinvesting I was a shareholder since Yandex the biggest piece that always inspired me in their company is they outcompeted Google with their search business and delivered the Uber-equivalent (with initial partnership with Uber) to multiple countries" [X Link](https://x.com/MakhmudovAkbar/status/1968336466523873577) 2025-09-17T15:29Z [--] followers, [---] engagements "@daniel_koss Every year there is some comparison to some trader or hedge fund that has outperformed Buffett and every year they fail to look at the previous [--] year track record of Buffett vs everyone" [X Link](https://x.com/MakhmudovAkbar/status/1969053710648033289) 2025-09-19T14:59Z [--] followers, [--] engagements "@patientinvestt Im concerned theyve not been innovating in the past few years and Shopify has been stealing market share. I exited earlier this year after holding for a couple years" [X Link](https://x.com/MakhmudovAkbar/status/1969561270991954345) 2025-09-21T00:36Z [--] followers, [----] engagements "Too much contracted capacity = less flexibility but full realization of the Microsoft deal that is not fully priced in yet. Too little capacity = more flexibility for similar deals with other companies. Couple that with net cash on hand and track record of management you have a winner" [X Link](https://x.com/MakhmudovAkbar/status/1973758373414793593) 2025-10-02T14:34Z [--] followers, [---] engagements "@aleabitoreddit Youve been great. I liken you most to @ZaStocks who is a handful of people I listen more closely to. Also provides grounded takes based on market sentiment and political angles (how gov decisions impact markets)" [X Link](https://x.com/MakhmudovAkbar/status/1974582966740541726) 2025-10-04T21:10Z [--] followers, [---] engagements "@ZaStocks My interpretation of one thematic difference between CoreWeave and Nebius is cash to debt ratio. Nebius favors clean execution with no debt burden but CoreWeave is going all in on capex" [X Link](https://x.com/MakhmudovAkbar/status/1975978210807697561) 2025-10-08T17:34Z [--] followers, [----] engagements "Excellent interviewer specific questions asked and Marc delivers with pinpoint answers on what to expect from $NBIS. Its rare to have direct answers from C-suites and he completely reassured me on the future. .@nebiusai CRO Marc Boroditsky explains how $NBIS is working to become the AWS of AI why hyperscalers are the real competition (not neoclouds) the alliance with $NVDA & why fears of circular financing + overbuild are overblown. Highlights (00:42) Why NBIS can be the AWS of https://t.co/1KRs7ZNQCy .@nebiusai CRO Marc Boroditsky explains how $NBIS is working to become the AWS of AI why" [X Link](https://x.com/MakhmudovAkbar/status/1976643079835934913) 2025-10-10T13:36Z [--] followers, [---] engagements "@aleabitoreddit What are your thoughts on UNH Bought Apr26 $350 calls when it was $280. The upcoming earnings they either say everything is fine and theyre getting along with gov which I hope they skyrocket or they dont and it tanks" [X Link](https://x.com/MakhmudovAkbar/status/1971343736228769962) 2025-09-25T22:39Z [--] followers, [---] engagements "@aleabitoreddit Whoa. ETOR 1.2B cash (inc. investment) and 420M total liabilities and positive operating cash flow" [X Link](https://x.com/MakhmudovAkbar/status/1972772928950509572) 2025-09-29T21:18Z [--] followers, [----] engagements "@aleabitoreddit Started a position of about 5% portfolio of 80/20 shares and options in ETOR yesterday. In a room full of smart engineers and business leaders and a billion dollars of cash on hand they just have to be able to figure something out" [X Link](https://x.com/MakhmudovAkbar/status/1973474325463441924) 2025-10-01T19:45Z [--] followers, [---] engagements "@genZinvest0r If CoreWeave isnt in there I doubt Nebius will be this round" [X Link](https://x.com/MakhmudovAkbar/status/1976626019634475185) 2025-10-10T12:29Z [--] followers, [---] engagements "The biggest hurdle that each investor including myself have to battle with every time is asking Am I wrong Are my assumptions flawed What if things dont go as planned whenever a company stock starts falling. So Im doing what I do every time. Im revisiting my $NBIS assumptions research and broad market thesis. And I still see no issues with them. What helps is my lower cost average but what helps even more is understanding that Im in it for years to come" [X Link](https://x.com/MakhmudovAkbar/status/1980311511412212052) 2025-10-20T16:33Z [--] followers, [---] engagements "@Educamos2024 The easiest decision in this case is SP500 like $VTI where the only thesis you need is if you believe in the future economical dominance of the United States" [X Link](https://x.com/MakhmudovAkbar/status/1980328105819676885) 2025-10-20T17:39Z [--] followers, [--] engagements "$NBIS selling off might possibly be the perfect representation of irrational market. Imagine the amount of research relationship and planning that Microsoft has inputted for this $17-19B COMMITTED spend to Nebius and now look at $NBIS market cap of $27B. How can you be bearish I would add more but Im literally tapped out at holding 40%+ of my portfolio" [X Link](https://x.com/MakhmudovAkbar/status/1980634352972071376) 2025-10-21T13:56Z [--] followers, [----] engagements "@aleabitoreddit ALL that they need to say during earnings call is execution is going as planned and provide the evidence for it. This is the only logical (manipulation aside) reason for why I can think Nebius is selling off lack of confidence by the market" [X Link](https://x.com/MakhmudovAkbar/status/1980805912106557890) 2025-10-22T01:18Z [--] followers, [----] engagements "@aleabitoreddit @aleabitoreddit This week one of two things will happen: I double down on shares or Dec26 $150 calls. Funnily enough rotating profits from BYND calls into NBIS 😄" [X Link](https://x.com/MakhmudovAkbar/status/1980807753020109283) 2025-10-22T01:25Z [--] followers, [----] engagements "Toloka here isnt getting love at all. Toloka is more than generic data processing. The data labeling they provide feeds multimodal LLMs with the key annotations that provides improved accuracy at image identification and the datasets they provide for post training essentially allows companies to create specialized LLMs with narrow focus (e.g healthcare/diagnostics). Weve already evolved past text people are uploading their MRIs financial statements their pictures of lawn grass (me) and so much more - the AI that can interpret these images best will have wider adoption $NBIS: - Founder-led -" [X Link](https://x.com/MakhmudovAkbar/status/1982152182523629676) 2025-10-25T18:28Z [--] followers, [---] engagements "As a previous $PYPL shareholder that I held for [--] years the issue is they are not innovating. Every day market share is eaten away by Apple Pay Shopify and for commercial apps like Toast who provide an incredibly seamless experience. The value and fundamentals are there but the growth and future is muddy. They need to be bold in something plenty of cash and smart people in that company that can figure it out" [X Link](https://x.com/MakhmudovAkbar/status/1983576783787094290) 2025-10-29T16:48Z [--] followers, [--] engagements "They are increasing becoming a single point of failure. The last estimates I saw was over a trillion in committed spend by OpenAI I really dont want a deal with OpenAI and $NBIS believe it or not so they dont get dragged into this locked circle If something goes wrong at @OpenAI all AI stocks can fall by 50% 🙃 If something goes wrong at @OpenAI all AI stocks can fall by 50% 🙃" [X Link](https://x.com/MakhmudovAkbar/status/1985620601495527485) 2025-11-04T08:10Z [--] followers, [---] engagements "Hot take: literally never cared for analyst predictions or used them in any factoring. Hence it would be hypocritical of me to consider their ratings just because there is upside to $NBIS Out of five analysts currently covering Nebius the new average $NBIS price target is now $161.40 a share. Consensus average upside of 53% from current stock price of $105 Northland Securities: $206 (September [--] 2025) Arete Research: $184 (September 2025) BWS Out of five analysts currently covering Nebius the new average $NBIS price target is now $161.40 a share. Consensus average upside of 53% from current" [X Link](https://x.com/MakhmudovAkbar/status/1987084708983808418) 2025-11-08T09:08Z [--] followers, [---] engagements "The customer obsession for equally small and hyperscalers is pretty astounding. Marc reassured $NBIS is still leading with partnerships first mindset during the earnings call" [X Link](https://x.com/MakhmudovAkbar/status/1988237850689610221) 2025-11-11T13:30Z [--] followers, [---] engagements "@WealthyReadings 80% GPU utilization sounds wild @grok is this possible" [X Link](https://x.com/MakhmudovAkbar/status/1989414568364585412) 2025-11-14T19:26Z [--] followers, [--] engagements "@babyfolio If it happens then it will be the same generational opportunity of buying Amazon when it dropped to 10-20s pre split" [X Link](https://x.com/MakhmudovAkbar/status/1990423969623683494) 2025-11-17T14:17Z [--] followers, [--] engagements "@Mageba_wav If husband is a purple belt or above then he has a chance: blast double take mount strangle" [X Link](https://x.com/MakhmudovAkbar/status/1994840799704674669) 2025-11-29T18:48Z [---] followers, 12.5K engagements "Quite incredible to see the narrative shift of Intel from being a hopeless deadweight to being TSMC next competitor. Its all clear in hindsight but the emotional discipline to stick to your thesis is a skill in itself [--] Predictions for the Next [--] Years - Intel becomes a trillion dollar company as it takes away half of TSMCs market cap as well as cutting out Broadcom Marvell & MediaTek as middle men - Nvidia loses pricing power and margins as all big tech companies come together and invest [--] Predictions for the Next [--] Years - Intel becomes a trillion dollar company as it takes away half of" [X Link](https://x.com/MakhmudovAkbar/status/1995500099552846108) 2025-12-01T14:27Z [---] followers, [---] engagements "@Agrippa_Inv Looks like you were totally wrong on your initial $131 [----] price target" [X Link](https://x.com/MakhmudovAkbar/status/1996040293053845941) 2025-12-03T02:14Z [---] followers, [---] engagements "@babyfolio $80 First entries $20. But around [---] of total [----] shares I bought around $110 which really shot up my average. I still have the Yandex shares too ha" [X Link](https://x.com/MakhmudovAkbar/status/1996667555776549355) 2025-12-04T19:46Z [---] followers, [--] engagements "Coinbase main thesis rides on them becoming primary custodian for government Robinhood invested early and often (started $8 and now average $32); main thesis was they had the best UX will swallow DraftKings and Brokers (eg Fidelity) customers while also progressing towards eating Coinbase lunch AMD the market in any industry will always need a #2 contender (have Rivian shares with same thesis)" [X Link](https://x.com/MakhmudovAkbar/status/1998768013139390840) 2025-12-10T14:53Z [---] followers, [---] engagements "Has anyone done the math without Microsoft deal baked in Curious what the base case is. I believe the only logical drag is being caused by anticipated demand being lower than expect (ie Microsoft may revise contract). I think the $FRMI 50% drop due to their tenant pulling out of their 11GW plant construction is the catalyst" [X Link](https://x.com/MakhmudovAkbar/status/2000594165848031250) 2025-12-15T15:49Z [---] followers, [---] engagements "@DrTomsLens That makes total sense to me. Essentially the risk of lower demand than anticipated is being priced in via the spread in bonds. Ty" [X Link](https://x.com/MakhmudovAkbar/status/2001003449044103573) 2025-12-16T18:56Z [---] followers, [--] engagements "Nebius continues to remind me of Amazon growth. Market disregarding its future meanwhile the company continues to execute and deliver $NBIS just made a quiet but important AI cloud upgrade. What changed: [--]. They deployed $NVDA's newest Blackwell Ultra GPUs (GB300) first live in Europe [--]. Customers can now see exactly how their GPUs are being used in real time [--]. Companies can reserve capacity in advance https://t.co/RAy0nUzM5e $NBIS just made a quiet but important AI cloud upgrade. What changed: [--]. They deployed $NVDA's newest Blackwell Ultra GPUs (GB300) first live in Europe [--]. Customers can" [X Link](https://x.com/MakhmudovAkbar/status/2001314766908764318) 2025-12-17T15:33Z [---] followers, [---] engagements "We have the actual engineers screaming for more compute and at the same time FUD from retail and news about a bubble. $NBIS is poised perfectly. OpenAI just posted this: We have a lot more coming and need a lot more compute. https://t.co/cC3qz6kZ6N OpenAI just posted this: We have a lot more coming and need a lot more compute. https://t.co/cC3qz6kZ6N" [X Link](https://x.com/MakhmudovAkbar/status/2001357878100398527) 2025-12-17T18:24Z [---] followers, [---] engagements "As of last couple weeks been trimming a bunch of my 1+ year holds like $AMZN sold all $SHOP shares and trimmed $HOOD. Ready to give these $NBIS shares a home and buy up whatever magical gap its supposed to fill" [X Link](https://x.com/MakhmudovAkbar/status/2001370479664468288) 2025-12-17T19:14Z [---] followers, [---] engagements "Doubled down on December [----] $135 calls for $NBIS during the fire sale. No change to shares (it didnt meaningfully go below my $80 cost average)" [X Link](https://x.com/MakhmudovAkbar/status/2001760598665597198) 2025-12-18T21:04Z [---] followers, [----] engagements "@EvJetty_blogy Cost average $13 here. Teslas only real competition is Rivian" [X Link](https://x.com/MakhmudovAkbar/status/2001851640849289221) 2025-12-19T03:06Z [---] followers, [---] engagements "@DrTomsLens First time hearing of this company. 20%+ YoY growth cash can cover 50%+ of liabilities. What is the catch Theres usually a well known bear case (is it because their leadership doesnt have tech background but theyre in the Agentic AI space)" [X Link](https://x.com/MakhmudovAkbar/status/2003241891152957618) 2025-12-22T23:10Z [---] followers, [---] engagements "I really think that $COIN Coinbase introducing stocks and becoming the supposed everything app is at least [--] years too late. I exited my small position today completely. I was hoping for innovation as a buyer since $160-180s but this pivot I think lacked imagination and timeliness. If you waited for so long and simply adding stocks is what you ended up coming up with with all the smartest engineers and cash on hand then you should have done it years ago" [X Link](https://x.com/MakhmudovAkbar/status/2003656498417639822) 2025-12-24T02:38Z [---] followers, [--] engagements "Meanwhile $HOOD has surpassed all my expectations. What began me buying on the basis of when the stock market comes back millennials/gen z will come back to the platform with the best UI ended up turning slowly but surely into the everything app. Hindsight 20/20 but I should have gone all in" [X Link](https://x.com/MakhmudovAkbar/status/2003657168990470380) 2025-12-24T02:41Z [---] followers, [--] engagements "@KobeissiLetter There is no other vessel for the cash in the world other than the United States" [X Link](https://x.com/MakhmudovAkbar/status/2003682047735538165) 2025-12-24T04:20Z [---] followers, [--] engagements "Today I initiated a position into $PINS my 6th position in my portfolio alongside: Nebius (35% of portfolio @ $80) VTI (20% @ 243) Amazon (15% @ 208) AMD (7% @ 138) Pinterest (4% @ 26) and Robinhood (4% @ 32) with remaining in cash. I intend to continue to add to Pinterest until approximately 10% as I believe their search and discovery platform feeding into their AI model which then outputs targeted ads for customers is a powerful flywheel. I trimmed Robinhood Amazon and exited Coinbase to fund the position. Key themes that align with my investment tenets: [--]. Cash position covers at least 50%" [X Link](https://x.com/MakhmudovAkbar/status/2003832946826821869) 2025-12-24T14:19Z [--] followers, [--] engagements "@MMAFighting Can we throw this kid in the ring too 2v1 easy work. Ive known Andrei since his Fedor fight he is definitely not someone that has just gone viral" [X Link](https://x.com/MakhmudovAkbar/status/2003878086886981732) 2025-12-24T17:19Z [--] followers, [---] engagements "Why $PINS is my newest add for [----] 🚀 -Depressed 3.6x forward sales (industry 8.2x) -Proprietary AI flywheel at 30% better recommendations than other foundation models and proactive personalization -Target $41.70 61% upside from $26 🧵 Building on my previous bullish Pinterest $PINS post let's now compare them to their two direct competitors: $SNAP given their primary focus on visual content discovery user generated media and targeted ad revenue and $RDDT who focuses more on text based forums (with some large image subreddits) with targeted ads. Another competitor who we will ignore is" [X Link](https://x.com/AkbarInvests/status/2004286401894834520) 2025-12-25T20:21Z [---] followers, [----] engagements "The 15% drop in price post-earnings effectively derisked the company. On paper Reddit has the stronger momentum and financials but this is also priced in as we observe 14x price to sales multiple (vs 3.6x for Pinterest). In other words the market has lowered expectations for Pinterest which unlocks path for surprise upside while expecting perfect execution from Reddit. Given financials for Pinterest will continue on the same momentum I'm actually more bullish on how their leadership approaches the platform's user experience. Operationalizing AI: During the earnings call "CEO Bill Ready" [X Link](https://x.com/MakhmudovAkbar/status/2004286406294753625) 2025-12-25T20:21Z [--] followers, [--] engagements "@moninvestor #1 NBIS #2 PINS" [X Link](https://x.com/AkbarInvests/status/2004348069085958266) 2025-12-26T00:26Z [--] followers, [----] engagements "@moninvestor They developed a sophisticated AI Ad flywheel: large training data from millions of visuals - improved user profile from the data - better recommendations - precise target users for Advertisers - higher click to conversion - higher revenue. Made a couple big posts on it" [X Link](https://x.com/AkbarInvests/status/2004349024334500052) 2025-12-26T00:30Z [--] followers, [---] engagements "$PINS Pinterest's core flywheel: organic data of millions of user generated visuals users interact with that content and Pinterest builds a precise target profile Target profile receives highly relevant ads improved clicks and conversions because ads are relevant increased advertiser spend and satisfied advertisers due to high conversion higher revenue from conversion funds AI enhancements which now proactively provide you relevant user content + ads without waiting for you (baby steps of agentic AI) Why $PINS is my newest add for [----] 🚀 -Depressed 3.6x forward sales (industry 8.2x)" [X Link](https://x.com/AkbarInvests/status/2004565208669237526) 2025-12-26T14:49Z [--] followers, [---] engagements "@DeepIceValue Pinterest is definitely under valued for the momentum they've gained in their financials driven from a net-cash balance sheet experienced tech executives and a platform users actually love. I recently made it 10% of my portfolio and think a big [----] is ahead" [X Link](https://x.com/MakhmudovAkbar/status/2004589334624911821) 2025-12-26T16:25Z [--] followers, [--] engagements "All the doom posting about silver going up which is bound to lead to a market collapse are the same ones thatll chart two SP500 trend lines of [----] to 202X and call it confirmed. We heard the same thing about the yield inversion leading to total recession. Stay the course" [X Link](https://x.com/MakhmudovAkbar/status/2004972123987882445) 2025-12-27T17:46Z [--] followers, [--] engagements "Why my Pinterest ($PINS) position remains defensible at $41 price target (61% upside): ✅ Trades at 3.6x forward sales vs industry's 8.2x ✅ Outperforms peers as net income surges 833% to $140M topping Snapchat's $506M loss and Reddit's 14.4x multiple ✅ Average revenue per user as of Q3: Europe +31% to $1.31 Rest of World +44% to $0.21 fueled by record 600M monthly users Why $PINS is my newest add for [----] 🚀 -Depressed 3.6x forward sales (industry 8.2x) -Proprietary AI flywheel at 30% better recommendations than other foundation models and proactive personalization -Target $41.70 61% upside" [X Link](https://x.com/AkbarInvests/status/2005272313432781153) 2025-12-28T13:39Z [---] followers, [---] engagements "Seems like the engineers still say we are compute bound. The value of Nebius is far from hype and momentum. Time and execution will settle the debate on future viability for $NBIS $AMD $NVDA @GroqInc CEO 🔥🔥🔥 @JonathanRoss321 GPUs vs LPUs Source: Groq Founder Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will @nvidia Hit $10TRN https://t.co/vxseyUzZtb https://t.co/j1EywNXEGp $AMD $NVDA @GroqInc CEO 🔥🔥🔥 @JonathanRoss321 GPUs vs LPUs Source: Groq Founder Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will @nvidia Hit $10TRN https://t.co/vxseyUzZtb" [X Link](https://x.com/MakhmudovAkbar/status/2005342358439928087) 2025-12-28T18:17Z [--] followers, [---] engagements "$PINS has been derisked due to stock price dropping from $33 to $26 after earnings. Fundamentals only improved backed by an experienced tech executive team The revenue flywheel is in full effect and the company turnaround has begun just the price hasn't caught up" [X Link](https://x.com/AkbarInvests/status/2005643387584815586) 2025-12-29T14:13Z [--] followers, [--] engagements "$PINS Pinterest is not just social media. It behaves more like a search engine. People use Pinterest when they are: Planning a home renovation Deciding what to buy Saving ideas for future purchases When someone saves Pins to boards of which $PINS has [--] billion Pinterest learns: What they are interested in What they are likely to buy next This is called intent and Pinterest has strong intent data because users are actively planning not just scrolling. This is why Pinterest is a goldmine for advertisers. https://twitter.com/i/web/status/2005656197089693980" [X Link](https://x.com/AkbarInvests/status/2005656197089693980) 2025-12-29T15:04Z [--] followers, [--] engagements "Contracted power means just that they have a contractual agreement with a vendor to supply the 2.5GW. Energized power is expected to be right around 1GW by year end [----]. [----] is already booked up to half capacity as stated in their last earnings call. The business priority should be to scale Meta contract higher and potentially use up their remaining half capacity not sign another hyperscaler given the capacity constraints https://twitter.com/i/web/status/2005681306479301030 https://twitter.com/i/web/status/2005681306479301030" [X Link](https://x.com/MakhmudovAkbar/status/2005681306479301030) 2025-12-29T16:44Z [--] followers, [--] engagements "@Couch_Investor @wallstreetbets I dont know how to feel about Nebius being on that list. Especially since I dont even know what a FOMO play is (swing trade it)" [X Link](https://x.com/AkbarInvests/status/2006013526171599272) 2025-12-30T14:44Z [--] followers, [---] engagements "I believe $PINS is still in early stages of pioneering a social media platform that maximizes the user experience positively while solving their shopping needs. Bill Ready (CEO) made two key decisions: [--]. Making items clickable: He fixed a major user complaint by making it easy to buy things seen on Pinterest so you can actually click and shop for what inspires you [--]. Using AI as a personal stylist: Pinterest's AI learns your unique style and tastes as you use the app. This allows the platform to give you recommendations that are so good they feel just like advice from your best friend and" [X Link](https://x.com/AkbarInvests/status/2006025835757576474) 2025-12-30T15:33Z [--] followers, [--] engagements "To add on to this: Don't chase sectors you have no idea about. This includes the "hottest" sectors of quantum energy infra commodities and others. That's the #1 way to consistently lose money. You build wealth being ahead of the curve and the best investors I've seen (including many on X) have made theses months in advance of major moves WARNING: ⛔ Dont chase any of the hot [----] IPOs SpaceX OpenAI Anthropic Databricks Anduril Will all likely be extremely overvalued when they IPO especially considering share dilution over the first [--] years of being public WARNING: ⛔ Dont chase any of the hot" [X Link](https://x.com/AkbarInvests/status/2006047399500718469) 2025-12-30T16:59Z [--] followers, [--] engagements "@optionscjp $NBIS $AMZN $PINS" [X Link](https://x.com/AkbarInvests/status/2006088270610890884) 2025-12-30T19:41Z [--] followers, [---] engagements "Be Starbucks: say youre going all in on AI whatever that means have employees complaining about the algorithm shorting ingredients the store needs and overstocking on others roll out a cool teddy bear cup for all of US but only stock [--] of them throughout the US you force all your customers to play a GAME to win points to earn that cup Chinese step in to mass manufacture the teddy bear at identical looks but you still cant stock it up and you lose the revenue opportunity Watch in [----] Starbucks turn around and says were returning to our roots which is a tell tale sign for we blundered so" [X Link](https://x.com/AkbarInvests/status/2006141420701376786) 2025-12-30T23:12Z [---] followers, [--] engagements "I posted the top realized gains for options earlier. Now lets show the top realized gains for shares this year from highest $ to lowest: (Look forward to thoughts) $META - I bought these between 140-280$ and ended with cost average of $190. I sold all the shares and exited fully at about +230% profit $SONY - I was buying this around $20 in [----] and it served as a hedge against the US economy and I loved their products. Now my thesis is the United States is the vessel for all world wealth and always will be . Exited for +68% profit $HOOD - initial buys between $8-15 and big average up around" [X Link](https://x.com/AkbarInvests/status/2006388620349906985) 2025-12-31T15:34Z [--] followers, [--] engagements "Now if I breakdown my thoughts on why I exited for the above three this is what they would be: [--]. Meta - Mark is on a warpath but inevitably along the way investors will lose faith in his ambitions citing too much spending lackluster vision and poor execution. All eyes on their earnings I have a feeling investors will be worried on the hit the balance sheet takes from the multi-million salaries for employees acquisitions and capex. [--]. Sony - this is simple I just wanted to exit and put the money to more conviction plays like Nebius and Pinterest. I also realized that having +90% of my" [X Link](https://x.com/AkbarInvests/status/2006388622757380527) 2025-12-31T15:34Z [--] followers, [--] engagements "I don't think the market has at all priced in the value of the analytics the high-intent user base and the personalized ad groups that $PINS offers and thats exactly why its 10% of my portfolio for next year. "Pinterest Predicts" is an annual report where Pinterest forecasts what the following year trends and hype will be. $PINS analyzes billions of user searches and has a 88% accuracy in predicting what the following year trend will be. Think about that one more time a platform that can tell brands and advertisers with 88% accuracy (Pinterest internal data) what their customer base of which" [X Link](https://x.com/AkbarInvests/status/2006400210646204731) 2025-12-31T16:21Z [---] followers, [--] engagements "@SergeyCYW $PINS is right up there. The improvement to their prediction models taste graphs going on behind the scenes coupled with record breaking net income and monthly active users is something market is not seeing. I have a good position in Pinterest for 2026" [X Link](https://x.com/AkbarInvests/status/2006409459841593376) 2025-12-31T16:57Z [---] followers, [---] engagements "Rule of [--] is a benchmark used for evaluating SaaS companies. It assesses the trade-off between growth and profitability and helps investors gauge if a company is growing sustainably Formula: YoY Revenue Growth (%) + EBITDA (%) 40% ✅For $PINS this is: 16% + 26% = 42%. I am definitely early but Im not wrong. https://twitter.com/i/web/status/2006432402126602578 https://twitter.com/i/web/status/2006432402126602578" [X Link](https://x.com/AkbarInvests/status/2006432402126602578) 2025-12-31T18:28Z [---] followers, [--] engagements "Add $PINS to your tracker @ValueSense_io 😄" [X Link](https://x.com/AkbarInvests/status/2006433181306671215) 2025-12-31T18:32Z [---] followers, [--] engagements "My biggest conviction no one is talking about for [----] is $PINS with a conservative 833% increase YoY in net income 2B net cash Executive team has solid tech experience (Google PayPal) the search and discovery platform which creates personalized ad groups for advertisers is a literal goldmine newest acquisition of tvscientific opens a new revenue stream for ads on TV via Pinterest targeted user profiles https://twitter.com/i/web/status/2006444023234396402 https://twitter.com/i/web/status/2006444023234396402" [X Link](https://x.com/AkbarInvests/status/2006444023234396402) 2025-12-31T19:15Z [---] followers, [----] engagements "I have a separate account on Robinhood just for $RIVN. The thesis so far is playing out well with me being up 50% on the investment - Led by founder and CEO RJ Scaringe a mechanical engineering PhD from MIT with deep expertise in automotive tech - R2 mass production kicks off in first half of [----] slashing material costs by 50% for more affordable EVs - Heavy focus on in-house autonomy tech stack advanced hands-free on +3 million miles in US. This here is whatll make them truly profitable -Tesla the car company and not the behemoth its looking to become will always need a #2 competitor and I" [X Link](https://x.com/AkbarInvests/status/2006782151451107572) 2026-01-01T17:38Z [--] followers, [--] engagements "Microsoft and Meta signing with $NBIS is still a sign we are in the early stages of the company's potential. Microsoft/Meta I would consider 'early majority' companies who represent a customer segment that adopts new technologies or signs with businesses after clear ROI and performance improvement is established. They are pragmatic avoid being first represent about a third of the total customer segment and are the most reliable bridge to 'late majority' customers (representing another 30%) who are risk-averse and adopt technologies only to avoid getting stung." [X Link](https://x.com/AkbarInvests/status/2006829590786838702) 2026-01-01T20:47Z [--] followers, [---] engagements "I may be early in $PINS but I'm not wrong. 🏅$40 price target (current: $26) for [----] is conservative and realistic. Millions of organic content + 30% more effective AI personalizing recommendations for you + precise customer profiles for brands to advertise to + new revenue stream via TV ads for Pinterest users. In [----] investors hated personalization. [----] could be the year they realize its the new business paradigm. Over the next decade average user thinking stops working. Value accrues to the companies that know their customers best. Owning the customer relationship is the new In 2025" [X Link](https://x.com/AkbarInvests/status/2006832650640613455) 2026-01-01T20:59Z [---] followers, [---] engagements "@EndicottInvests I think we say that because we're in a bull market lol" [X Link](https://x.com/AkbarInvests/status/2006837238118887572) 2026-01-01T21:17Z [--] followers, [--] engagements "I agree. Meta has billions of users across their family of products like Instagram and Facebook. The workload requirement of integrating their Llama model throughout these apps to service these users would confirm $3B is only the appetizer before the main course. Meta needs in order of priority: i) uptime reliability ii) inference optimization (lower cost per token for Meta) because the balance sheet is definitely going to be hit. https://twitter.com/i/web/status/2006841437279891873 https://twitter.com/i/web/status/2006841437279891873" [X Link](https://x.com/AkbarInvests/status/2006841437279891873) 2026-01-01T21:34Z [---] followers, [---] engagements "Locked in for [----]. 🥇 $NBIS at 35% portfolio 🥈 $PINS at 10% 🥉 $AMD around 8% Will trim and exit $HOOD in [----] and some other positions to add to Pinterest" [X Link](https://x.com/AkbarInvests/status/2007083604963475746) 2026-01-02T13:36Z [---] followers, [---] engagements "When a company prioritizes the user and customer experience first that company will always thrive (Amazon Shopify Apple and many others). Bill Ready CEO of $PINS heavily emphasizes how Pinterest should be a joyful social media a place where you can have fun not be rushed and be curious about your shopping experience similar as to how you would in a mall. One of the pieces to recreating that feeling is Pinterest Assistant. You can search for anything specific or abstract like "I want a new couch to make my apartment more vibrant" and it'll pull content from your saves your boards and from the" [X Link](https://x.com/AkbarInvests/status/2007086882362990602) 2026-01-02T13:49Z [---] followers, [---] engagements "You should expect more from this company executive leadership other than smartly timing market. What code red have they issued about their revenue share being taken by Shopify and Apple What feature are they rolling out that improves the UX in an intuitive way How are they looking to make big pivots to create new revenue streams You could cite theyre going to get into banking their stable coin will take off or new partnerships but all of this continues to be drops in the ocean and eventually an after thought https://twitter.com/i/web/status/2007122578255557055" [X Link](https://x.com/AkbarInvests/status/2007122578255557055) 2026-01-02T16:11Z [---] followers, [----] engagements "@Mayhem4Markets $PINS has millions of high quality data annotations that can help massively improve any AI's multi modal capabilities. I have 10% of portfolio in Pinterest but I actually believe in the company's future long term and not sure it makes sense considering all-time-high users" [X Link](https://x.com/AkbarInvests/status/2007138950725648540) 2026-01-02T17:16Z [---] followers, [---] engagements "So a reporter in The Information (paywalled) is making a prediction that OpenAI would buy $PINS. "According to Gehan OpenAI would be primarily interested in Pinterests image data repository existing advertising infrastructure and established merchant relationships." My thoughts (I have 10% of my portfolio in $PINS): Pinterest proprietary AI model has about 30% better accuracy than other foundation models. This is primarily because of millions of high quality image annotations (user uploads a pic puts a description on it) that is generated by millions of users daily. Training ChatGPT using" [X Link](https://x.com/AkbarInvests/status/2007143434763608320) 2026-01-02T17:34Z [---] followers, [---] engagements "To add on to this $PINS is in the best shape than it has been and accepting this bid from OpenAI to be acquired makes little sense. +16% YoY Revenue $2B net-cash +800% net-income 600M users (all time high) Owns millions of user-generated first-party data that has high quality image annotations OpenAI needs Pinterest more than Pinterest needs them. So a reporter in The Information (paywalled) is making a prediction that OpenAI would buy $PINS. "According to Gehan OpenAI would be primarily interested in Pinterests image data repository existing advertising infrastructure and established" [X Link](https://x.com/AkbarInvests/status/2007145254634373230) 2026-01-02T17:41Z [---] followers, [---] engagements "$PINS is finally getting some love on Fin X. But unfortunately it's just based on a rumor of OpenAI acquiring it which I don't believe is true. But let's say hypothetically it is. If OpenAI does acquire $PINS then I believe the minimum per share price will be $55-60 implying a $40B market cap: ✅all time high users at 600M with 50% Gen Z ✅millions of high quality image annotations that ChatGPT can be trained on to improve its multi modal capabilities ✅Strong balance sheet of $2B net cash positive cash flow and improving margins Pinterest is currently trading at 3.6x forward-sales with 4.8B" [X Link](https://x.com/AkbarInvests/status/2007168839713259576) 2026-01-02T19:15Z [---] followers, [---] engagements "I would replace PayPal with Pinterest in that list. I've a 10% position in Pinterest and couldn't be more bullish. Earning miss dropped it from $33 to $26 de-risking the stock 16% YoY growing revenue all time high 600M users Now expanding into connected TV ads for revenue (e.g Hulu Youtube on TV) https://twitter.com/i/web/status/2007526348231938049 https://twitter.com/i/web/status/2007526348231938049" [X Link](https://x.com/AkbarInvests/status/2007526348231938049) 2026-01-03T18:55Z [--] followers, [---] engagements "@moregainzs Rivian has an amazing product and I've been a shareholder since Nov'24 and what I'm most comforted by is RJ's background: Masters + PhD from MIT and has all of Tesla's journey and pains he learned from to avoid the same pitfalls" [X Link](https://x.com/AkbarInvests/status/2007534968973803909) 2026-01-03T19:30Z [--] followers, [--] engagements "@OptionsMike Pinterest does not need OpenAI. They achieved all time high user base growing revenue profitable net cash and recently unlocked new revenue stream of connected TV ads. If they do get acquired though I believe buyout is minimum 55-60 per share" [X Link](https://x.com/AkbarInvests/status/2007834722429473193) 2026-01-04T15:21Z [---] followers, [--] engagements "My $40 price target for $PINS still holds which is about 50% upside from current [--]. Ignore the buyout rumor by OpenAI: 1) OpenAI needs Pinterest more than they need them and 2) OpenAI raised $100B and $PINS minimum buy would be around $40B (55-60$ per share). So OpenAI is not spending that money and risk insolvency again https://twitter.com/i/web/status/2007849576783364394 https://twitter.com/i/web/status/2007849576783364394" [X Link](https://x.com/AkbarInvests/status/2007849576783364394) 2026-01-04T16:20Z [---] followers, [---] engagements "@moninvestor Agreed. Peter Lynch once said that people have lost far more money waiting for a correction than the actual correction" [X Link](https://x.com/AkbarInvests/status/2007857109451649268) 2026-01-04T16:50Z [---] followers, [---] engagements "@TrendSpider I exited Coinbase this past December after holding for two years and buying since $160s. I think waiting for years just to add stocks to the app was a poor unimaginative executive decision by Brian that should have been done years ago. That loss of faith is what made me sell" [X Link](https://x.com/AkbarInvests/status/2007862125835039001) 2026-01-04T17:10Z [---] followers, [---] engagements "@MrMikeInvesting People tend to miss the play of Amazon in robotics. They have what no other robotics company has. A clear opportunity to operationalize robotics at scale and reduce margins instantly" [X Link](https://x.com/AkbarInvests/status/2007864694254817452) 2026-01-04T17:20Z [---] followers, [---] engagements "@StockSavvyShay Reddit licensing its repository of threads and posts for model training can pose long-term risks for them. As LLMs train on Reddit's threads they start delivering 'first-hand' answers directly reducing traffic back to the site" [X Link](https://x.com/AkbarInvests/status/2007900583009943756) 2026-01-04T19:42Z [---] followers, [----] engagements "Simply WallSt puts $PINS fair value at $52 (from current $26). Its based on DCF and more optimistic than my valuation of $41 (assumes 50% safety margin) https://simplywall.st/stocks/us/media/nyse-pins/pinterest/news/does-pinterests-valuation-reflect-its-63-five-year-share-pri https://simplywall.st/stocks/us/media/nyse-pins/pinterest/news/does-pinterests-valuation-reflect-its-63-five-year-share-pri" [X Link](https://x.com/AkbarInvests/status/2007993068469756198) 2026-01-05T01:50Z [---] followers, [---] engagements "$PINS Up +1% on premarket so far. I hope its not because of OpenAI buyout rumors this is a fundamentally sound company post earnings price drop Simply WallSt puts $PINS fair value at $52 (from current $26). Its based on DCF and more optimistic than my valuation of $41 (assumes 50% safety margin) https://t.co/wPTUFynapY Simply WallSt puts $PINS fair value at $52 (from current $26). Its based on DCF and more optimistic than my valuation of $41 (assumes 50% safety margin) https://t.co/wPTUFynapY" [X Link](https://x.com/AkbarInvests/status/2007995681487892628) 2026-01-05T02:00Z [---] followers, [---] engagements "@aleabitoreddit You nailed Chevron. Up +10% premarket" [X Link](https://x.com/AkbarInvests/status/2007996197957693588) 2026-01-05T02:02Z [---] followers, [---] engagements "$NBIS long-term roadmap will mirror Yandex playbook via [--] go-to-market milestones. 🧵(1/3). [--]. Nebius captures niche segment of servicing enterprise model training and inference needs. For FY2027 actual revenue comes in $8B backed by hyperscaler deals & sold-out capacity" [X Link](https://x.com/AkbarInvests/status/2008167821717520801) 2026-01-05T13:24Z [---] followers, [----] engagements "2. By [----] establishes ironclad balance sheet becomes market-leader. Supply catches up to demand the pragmatists or early majority like Microsoft/Meta are fully convinced and satisfied At this stage Nebius implements two strategies:" [X Link](https://x.com/AkbarInvests/status/2008167823894278245) 2026-01-05T13:24Z [---] followers, [--] engagements "Nebius ($NBIS) positions itself in the AI infrastructure market by applying Geoffrey Moore's go-to-market strategy intersecting themselves between Amazon's AWS as the market alternative and CoreWeave ($CRWV) as the product alternative via Token Factory. Moore's framework emphasizes targeting a niche at the crossroads of established alternatives to ensure the company does not die in its early stages. What does any of this mean The market alternative for AI training and inference is Amazons AWS. The product alternative is CoreWeave. The market alternative AWS dominates with its comprehensive" [X Link](https://x.com/AkbarInvests/status/2008192645672190100) 2026-01-05T15:03Z [---] followers, [---] engagements "The product offering is solid. Now its all about go to market strategy: which customer profiles to target whats their pain point whats the target revenue opportunity and how could they service them better than CoreWeave (competing with AWS is out of the question because Nebius itself isnt mature enough yet for companies like Statefarn or Toyota). This is all precisely why they brought on Marc https://twitter.com/i/web/status/2008197737620148699 https://twitter.com/i/web/status/2008197737620148699" [X Link](https://x.com/AkbarInvests/status/2008197737620148699) 2026-01-05T15:23Z [---] followers, [---] engagements "@StockMKTNewz Priced in. Of course it is. Big tech needs to create a framework of balancing AI productivity gains vs continuing to grow their future bench of talent. Not an easy task and hence the slowdown. [----] was experimentation and appetizer tasting for AI deliverables [----] is the main" [X Link](https://x.com/AkbarInvests/status/2008212719309107416) 2026-01-05T16:23Z [---] followers, [--] engagements "Sold a $130 strike call expiring next week for $211 credit on $HOOD to sell my remaining [---] shares. Thisll mark my last tranche for Robinhood and a full exit for about 360% total gain. Bulls make money bears make money but pigs get slaughtered. Exit rules are needed" [X Link](https://x.com/AkbarInvests/status/2008216523798663546) 2026-01-05T16:38Z [---] followers, [--] engagements "@weary_centurion Investor relations have done [--] work lol. Theyre not even fluffing anything up just straight up accepting the beating" [X Link](https://x.com/AkbarInvests/status/2008222724678877541) 2026-01-05T17:03Z [---] followers, [---] engagements "$CRWV and $NBIS used to be within 1% delta of each other in terms of price movement. But that gap is widening in Nebius favor now" [X Link](https://x.com/AkbarInvests/status/2008249478768468226) 2026-01-05T18:49Z [---] followers, [---] engagements "@MontanaMatos Snapchat has to turn profitable this year otherwise it'll be a dealbreaker for the market and it'll dump further. They have the opportunity to further monetize their 900M monthly users and increase their $3.2 ARPU" [X Link](https://x.com/AkbarInvests/status/2008263897485300052) 2026-01-05T19:46Z [---] followers, [--] engagements "@ragingbullcap Snapchats biggest opportunity is increasing their Average revenue per user. It sits at $3.2 vs Reddit's (as example) $5.04 while Snapchat has higher 900M monthly active users (MAU). But they can't monetize at the cost of losing MAU so its a tough position to be in for them" [X Link](https://x.com/AkbarInvests/status/2008264473443004630) 2026-01-05T19:48Z [---] followers, [---] engagements "Good find by @Mayhem4Markets. Im contrarian on $META right now and not on board with the bulls. Zuck is implementing a massive game plan that can be described as AI-innovation or die with their CapEx as % of revenue being highest among all companies. This might payoff. But this effort is a multi year wait. Year [--] = Focus on planning. Frameworks SOPs and investment Year [--] = Execution just begins by end of year [--] is when we start seeing the INITIAL results Year [--] = full yields and ROI is realized I still think were in Year [--] and expect more pain from $META .@ylecun is now saying the quiet part" [X Link](https://x.com/AkbarInvests/status/2008272201720500534) 2026-01-05T20:19Z [---] followers, [---] engagements "$PINS remains my second biggest bet after Nebius and Fin X is totally silent on it [--]. 600M MAU all time high and growing. [--]. $2B net cash 16% YoY growing revenue profitable [--]. Their proprietary AI is now proactively recommending products and pins using personalized taste profiles achieved through millions of first-party data they own [--]. Advertisers and brands love Pinterest because Pinterest provides higher conversion and they now will provide ad space for TV ads [--]. Stacked Executive team (Google PayPal and others) https://twitter.com/i/web/status/2008274846795407385" [X Link](https://x.com/AkbarInvests/status/2008274846795407385) 2026-01-05T20:30Z [---] followers, [----] engagements "@MarkosAAIG was one of the first people that taught me something on X (his deep dive on Sovereign AI). Very underrated account high quality Quick recap on risk and liquidity like I stated during December. When a lot of people were worried about $IREN and $NBIS movement staying pretty flat I was telling you guys already that this is not the time of the year to think about that. In November and December for funds Quick recap on risk and liquidity like I stated during December. When a lot of people were worried about $IREN and $NBIS movement staying pretty flat I was telling you guys already" [X Link](https://x.com/AkbarInvests/status/2008355739958399325) 2026-01-06T01:51Z [---] followers, [--] engagements "Going to drop my first X article tomorrow on $PINS and providing evidence-backed counter-arguments against all main analyst points to show why they're wrong. Hoping this will help explain my bullish position on a completely dead-stock (Fin X engagement wise)" [X Link](https://x.com/AkbarInvests/status/2008394999273074762) 2026-01-06T04:27Z [---] followers, [---] engagements "First article dropped. Covers key analyst concerns and my counter arguments as well as my price targets for base and bull case on $PINS Pinterest. Think of it as a more comprehensive view on the company direction. https://x.com/akbarinvests/status/2008552056311738514s=46 Going to drop my first X article tomorrow on $PINS and providing evidence-backed counter-arguments against all main analyst points to show why they're wrong. Hoping this will help explain my bullish position on a completely dead-stock (Fin X engagement wise) https://x.com/akbarinvests/status/2008552056311738514s=46 Going to" [X Link](https://x.com/AkbarInvests/status/2008566287690330349) 2026-01-06T15:48Z [---] followers, [---] engagements "Might be early but Im not wrong. Added [---] more shares to $PINS today. 🥈Its now 12% of my portfolio" [X Link](https://x.com/AkbarInvests/status/2008577626840199634) 2026-01-06T16:33Z [---] followers, [---] engagements "How could $NBIS potentially take on Amazons AWS and become the AI hyperscaler 1/4🧵 Let's compare Nebius vs AWS core and whole product offerings and try to understand where Marc Boroditsky is coming from when he says "AI hyperscaler" or "AWS of AI" The first rule in go-to-market strategy is you need to disrupt a specific segment (covered earlier) but also become better at delivering the core product. Nebius's core offering is specialized high-performance GPU capacity for AI training and inference and that segment is big enough to matter. AWS's initial core offering and go-to-market strategy" [X Link](https://x.com/AkbarInvests/status/2008582473089773648) 2026-01-06T16:52Z [---] followers, [---] engagements "2/4 🧵 Now on to the whole product offering: The whole product of $NBIS adds managed services developer tools managed platform white-glove support direct from engineers market platform for tools RobotOps (newest) and sovereign AI stacks to make it a complete easy-to-adopt solution. The key is complementary value added services that would take too much resources for AWS to keep up with. https://twitter.com/i/web/status/2008582475669184689 https://twitter.com/i/web/status/2008582475669184689" [X Link](https://x.com/AkbarInvests/status/2008582475669184689) 2026-01-06T16:52Z [---] followers, [---] engagements "Media is catching up what I've been calling out in my latest article and the past posts about $PINS Pinterest shift to integration with TV-ads (I'm a tiny account lmk what you think of my content) TLDR: Pinterest has launched a six-episode shoppable CTV series called "Bring My Pinterest to Life" on Roku featuring creator-hosted DIY transformations with brand integrations from Wayfair eos and Michaels allowing viewers to seamlessly save pins and make purchases directly from the show. https://www.adweek.com/social-marketing/pinterest-shoppable-ctv-series-turns-pins-into-purchases-on-roku/" [X Link](https://x.com/AkbarInvests/status/2008631222738600335) 2026-01-06T20:06Z [---] followers, [---] engagements "@nataninvesting PainPal always gives that feeling. Until it drains you of optimism by a slow bleed of mediocrity over the years" [X Link](https://x.com/AkbarInvests/status/2008636165742621112) 2026-01-06T20:25Z [---] followers, [---] engagements "Finally someone else is talking about it (Im a tiny account no one sees) Ive been posting about the specific valuation and its value add for last two weeks. My base case is $41 and bull case $60 for $PINS. Also wrote my first X article addressing all the main points of Analyst downgrades: https://x.com/akbarinvests/status/2008552056311738514s=46 https://x.com/akbarinvests/status/2008552056311738514s=46" [X Link](https://x.com/AkbarInvests/status/2008653849679327519) 2026-01-06T21:36Z [---] followers, [----] engagements "The bigger accounts are finally talking about $PINS I have now 12% of my portfolio in Pinterest To add to this post below: Pinterest has +30% better accuracy in visual search and recommendation than foundation models. This is because of millions of organic content of image annotations that is posted by millions of users which proprietary AI feeds off of. Imagine this: You open Pinterest and type anything youre interested in plus a few descriptors. With AI baked in it instantly understands your taste and starts serving insanely personalized spot on ideas and products that actually match your" [X Link](https://x.com/AkbarInvests/status/2008654646500299209) 2026-01-06T21:39Z [---] followers, [---] engagements "Expanding on this a bit more. I believe Pinterest being acquired in [----] is highly unlikely. $PINS trades at 3.6x forward sales at $26 per share vs industry average of 8.2x which puts it at about $60 (or $40B marketcap). OpenAI (the rumor) is raising $100B they would need to spend 40% just to acquire Pinterest Other candidates are hyperscalers but all of them like Amazon Oracle Meta and Google have spent billions on AI infra to capture more compute for model training and inference. It wouldn't make financial sense for them. @pepemoonboy @JD_Answers @pepemoonboy If $pins were to get acquired" [X Link](https://x.com/AkbarInvests/status/2008685100196917525) 2026-01-06T23:40Z [---] followers, [---] engagements "The [--] analysts: Wedbush Rosenblatt and Morgan Stanley are all essentially citing soft revenue guidance ($PINS lowered by only 1% for Q4'25) AI-chatbots taking their share (unfounded they are missing the personalization algorithm moat of $PINS) and low advertiser diversity (they're addressing via going into TV-ads (e.g Roku). They've totally given generic rationale for their downgrades. The stock was expensive before but now they've swung to the other extreme end. This is my second highest position right after Nebius for [----] and one of the most underrated and undiscussed stocks in Fin X" [X Link](https://x.com/AkbarInvests/status/2008686392235487391) 2026-01-06T23:45Z [---] followers, [---] engagements "$PINS offers 50-120% upside but they have strong competition with $RDDT or $SNAP so heres the most straightforward analysis I could provide: (I'm a tiny account follow if you want to see more) Reddit $RDDT You buy Reddit if you believe their explosive revenue growth (69% YoY to $1.5B over nine months) and MAU expansion (42% YoY to 850M) will persist through targeted ads and data licensing. Con: High valuation at 14.4x forward P/S bakes in perfect execution leaving little room for any growth slowdown. Pinterest $PINS You buy Pinterest if you believe their MAU (12% YoY to 600M) and revenue (16%" [X Link](https://x.com/AkbarInvests/status/2008893225474425171) 2026-01-07T13:27Z [---] followers, [----] engagements "Pepe's post describing the user experience for Pinterest users (well put together): https://x.com/pepemoonboy/status/2008617361557856356s=20 FinX is about going deeper than the surface connecting dots early and studying trends before theyre obvious. This is my personal research journal not a playbook for anyone else. Were a community and right now this community is learning and winning together. With that https://x.com/pepemoonboy/status/2008617361557856356s=20 FinX is about going deeper than the surface connecting dots early and studying trends before theyre obvious. This is my personal" [X Link](https://x.com/AkbarInvests/status/2008893227613684202) 2026-01-07T13:27Z [---] followers, [---] engagements "@pepemoonboy @thewealthtrap I appreciate you man🙌. Pinterest is probably going to start gaining momentum from here on out this year well also see the first initial results of Pinterest x TV ads" [X Link](https://x.com/AkbarInvests/status/2008903551196561467) 2026-01-07T14:08Z [---] followers, [--] engagements "@InvestwithDoc Thanks for the feedback but here's what I'm seeing: over +850% net-income growth YoY to $140M or +200% on a QoQ basis. If you mean net income as a margin then it sits at about 5% for nine months ended [----] or 9% for three months ended [----]. What do you think" [X Link](https://x.com/AkbarInvests/status/2008907766463623327) 2026-01-07T14:25Z [---] followers, [--] engagements "Thank you Sergio It means a lot to me my goal was [---] followers this year 😄. I made Pinterest +10% of my portfolio a couple weeks ago: [--]. My wife has been using it daily for years. Its a truly unique algorithm and experience that ChatGPT recommendations or generation cannot replace [--]. +800% net income growth $2B net cash [--]. Ex President of Google Payments or ex COO of PayPal alongside a VP of Google lead it [--]. They flew too high (ATH around $90) and are now down to totally depressed levels Ill be doing a deep dive this week on their tvscientific acquisition that paves the way for Pinterest" [X Link](https://x.com/AkbarInvests/status/2008913171818434619) 2026-01-07T14:46Z [---] followers, [---] engagements "Thank you Momentum is only building we are early. The market does not understand the synergy of combining Pinterest unique algorithm of knowing deeply what its users wants to buy with the execution and reach of connected TV ads (est. $42B ad spend expected in CTV). Will post a deep dive on CTV acquisition on Friday https://twitter.com/i/web/status/2008955120948793512 https://twitter.com/i/web/status/2008955120948793512" [X Link](https://x.com/AkbarInvests/status/2008955120948793512) 2026-01-07T17:33Z [---] followers, [--] engagements "Unfortunately I lost faith in Brian. I held Coinbase for two years and sold after I saw him reveal stock trading on the app. Hear me out: We saw how year after year Robinhood captivated GenZ and millennials drawing them to the platform and making them stick. He observed this for years as Robinhood grew and improved and created a moat around its UI so YEARS later Brian decides Im going to do that too I expected innovation within the crypto domain a crossing over to the appeals of the majority of users who could bring revenue I expected something more than just being a copycat. The worst part" [X Link](https://x.com/AkbarInvests/status/2009041886229762269) 2026-01-07T23:18Z [---] followers, [--] engagements "Let's talk about how LLMs will affect $RDDT and why I think Reddit is forfeiting its moat. CEO Steve Huffman in Q2 earnings call: "So I think one of the things that we've learned particularly through the data licensing deals is. how essential Reddit is to AI or LLMs as we know them and the next generation of search." Does Steve know that AI may make his company obsolete I'll keep it high-level because getting into model-training is a topic of its own. LLMs use the same data that is available on the web to provide the answers to you. Common Crawl is one method which is a repository that anyone" [X Link](https://x.com/AkbarInvests/status/2009352657144828212) 2026-01-08T19:53Z [---] followers, [---] engagements "Oh I see what you mean now. Yes there will always be new high quality content on there for sure. But some more restrictive access is needed because LLMs are able to infer new solutions from older data. For example going back to the car trouble example Reddit will have the exact same model and the exact answer you need. But the LLM for 80% of the users might still give you an accurate answer by referencing old Reddit data and scraping some other non Reddit source. In other words once the core data has been scraped off Reddit and all that its remaining is edge case data then LLMs will still be" [X Link](https://x.com/AkbarInvests/status/2009366357880787059) 2026-01-08T20:47Z [---] followers, [--] engagements "@bubbleboi That company makes things that I cant even pronounce or care to understand because its so out of my domain knowledge. If you went in because of @aleabitoreddit being bullish but not understanding why she was bullish on it just means you were gambling. Not a rug pull" [X Link](https://x.com/AkbarInvests/status/2009410761622474881) 2026-01-08T23:43Z [---] followers, [----] engagements "@itschrisray $PINS proprietary AI that enables 600M users to find and buy what they're looking for (generating ad-rev) and now will integrate Pinterest's taste profile with TV-ads tapping into $42B ad-spend market. Wrote an article just one hour ago covering the CEO platform and catalyst" [X Link](https://x.com/AkbarInvests/status/2009659982946713722) 2026-01-09T16:14Z [---] followers, [----] engagements "Everyone I am sorry but $PINS is just not hot right now with all the stratospheric rises in other companies in energy and defense and getting reach for this company is crazy difficult. I can only provide facts and evidence. So here's another: Institutions have been quietly loading up on $PINS shares since Q4 including Blackrock. I might be early but I'm not wrong "BlackRock Inc. has disclosed a significant ownership position in Pinterest Inc. Class A common stock. As of 12/31/2025 BlackRock reports beneficial ownership of [--------] Class A shares representing 10.0% of the class."" [X Link](https://x.com/AkbarInvests/status/2009663916742455787) 2026-01-09T16:29Z [---] followers, [----] engagements "I play 90/10 stock and options as an investor. Took a small position in founder-led $ETOR today for July [--] [----] $35 strike call option. eToro is a social trading platform that has a cool CopyTrader technology where you can copy other investors AI tools for personal insights and has a broad system covering trading investing wealth management and new banking services. For Q3 [----] eToro ($2.7B cap) had net income of $57 million (up 48% year over year) and rocks $1.2B cash position. Highly likely some form of acquisition or major investment by eToro in next couple months. Their cash is almost" [X Link](https://x.com/AkbarInvests/status/2009674599579947082) 2026-01-09T17:12Z [---] followers, [---] engagements "This is not a drill companies like Reddit will lose their moat if they continue to allow Google & OpenAI to use their high-quality data. Bill Ready CEO of Pinterest is confirming my previous post's (in reply) bearishness on how $RDDT is giving up its moat by licensing it away to Google & OpenAI "AI is reviving fundamental questions about how information is valued.Too much content is being scraped and used to train models without a reasonable exchange of value going back to the people and companies that created it. If we dont fix that we dont just put individual businesses at risk we weaken" [X Link](https://x.com/AkbarInvests/status/2009772172265361554) 2026-01-09T23:40Z [---] followers, [---] engagements "When I see other investors YTD gains of [--] [--] or 50%+ it really rattles me. Like Im totally missing out on something clear as day. This is when my tenets (ie rules) help. All of the gainers are in sectors like energy commodities defense and quantum. I simply do not have domain knowledge and am not an end user of these sectors so I dont invest. Anyone else have similar rules https://twitter.com/i/web/status/2010030011747540996 https://twitter.com/i/web/status/2010030011747540996" [X Link](https://x.com/AkbarInvests/status/2010030011747540996) 2026-01-10T16:44Z [---] followers, [---] engagements "Its quite interesting how this concept that GPU depreciation will be the end of CoreWeave or Nebius has festered. Jobs have different requirements you can do batch training which service providers offer discounts for because its interruptible and less demanding and doesnt require latest tech Similarly you can do finetuning which also isnt demanding because youre just adapting pre trained models It gets real when you are rolling out a chat bot for millions or billions of users but those use cases are proportionally small https://twitter.com/i/web/status/2010033554881642565" [X Link](https://x.com/AkbarInvests/status/2010033554881642565) 2026-01-10T16:58Z [---] followers, [---] engagements "I think the issue is more tied with acquisition size. Netflix is ready to spend $80B and this is where your logic is defensible: how can you be ready to spend so much on one company That must mean youve exhausted all other options But smaller acquisitions that offer complementary value happen all the time and should continue https://twitter.com/i/web/status/2010038226132840922 https://twitter.com/i/web/status/2010038226132840922" [X Link](https://x.com/AkbarInvests/status/2010038226132840922) 2026-01-10T17:17Z [---] followers, [---] engagements "The pie will expand organically but it all rests on individual companies execution to determine who is going to be successful. CoreWeave is going all chips on table high debt large borrowing large upfront investment and big contractual obligations secured. In other words go go go go. Nebius is a measured approach. Sustainable debt targeting niche segment and ensuring satisfaction of small cap public and private companies and steady execution This game is theirs to lose. CoreWeave is taking high upfront risks and stand to benefit the most and totally eclipse the competition but risk near" [X Link](https://x.com/AkbarInvests/status/2010156359019311144) 2026-01-11T01:06Z [---] followers, [---] engagements "FinX is seeing incredible gains in Quantum commodities defense energy and space. Unfortunately I wont be one of them. I just dont know anything about it and I enforce my rules to stick with consistent year over year gains. Otherwise I lose money. But theres always money to be made if youre looking in boring companies or sectors. Tomorrow Ill provide a high level overview on restaurant tech company: $TOST Im quite surprised at the low valuation ($21B) and $35 share price because their earnings were incredible https://twitter.com/i/web/status/2010389351876710716" [X Link](https://x.com/AkbarInvests/status/2010389351876710716) 2026-01-11T16:32Z [---] followers, [---] engagements "@MMatters22596 Im making a series of deep dives on $TOST inspired by your initial fib technical analysis. Will be dropping it tomorrow and look forward to your feedback" [X Link](https://x.com/AkbarInvests/status/2010485792255135898) 2026-01-11T22:55Z [---] followers, [---] engagements "@pepemoonboy Using the average for this metric is not a valid way to look at it imo. Fidelity and Charles Schwab has millionaire and multi-millionaires from decades of investing. If you want the "typical" they should have used median" [X Link](https://x.com/AkbarInvests/status/2010707927661683138) 2026-01-12T13:38Z [---] followers, [---] engagements "Inspired by @MMatters22596 technical analysis on $TOST I'll be deep-diving the company and documenting my journey on X to determine for myself if its a buy or not. I have never seen so much green in a company that is down -2% for past year and hovering at $35 per share at $21B market-cap. I present to you $TOST a leading all-in-one cloud-based restaurant technology platform that provides point-of-sale payments and operating software to restaurants and food businesses. Toast Inc ✅$4.5B revenue (+25% YoY) and expected to deliver 4th year of consecutive revenue gains ✅$2B Annualized recurring" [X Link](https://x.com/AkbarInvests/status/2010708316222017626) 2026-01-12T13:39Z [---] followers, [----] engagements "I believe in the Rivian growth story. By the time your worry on early stage economics stabilizes the price would already start skyrocketing. Main theses: RJ their CEO has a PhD in mechanical engineering and automotive experience. Enough cash to continue operations Avid Tesla FSD users say Rivian is about [---] years behind +3 million miles of roads supported Amazing product that customers rate higher satisfaction than Tesla and R2 is expected to be better A solid #2 competitor in any market is needed and no one comes close to second place than Rivian Pic from my separate Robinhood account that" [X Link](https://x.com/AkbarInvests/status/2010725554866057340) 2026-01-12T14:48Z [---] followers, [---] engagements "@LiebermanAustin Many softwares are at risk application AI models will slowly be absorbed by foundation/frontier model capabilities. The sooner these companies like Duolingo or Reddit realize their moat is actually data and not necessarily the function the better" [X Link](https://x.com/AkbarInvests/status/2010728756131004737) 2026-01-12T15:01Z [---] followers, [----] engagements "@moninvestor Plenty of more opportunities in other sectors too which also happen to be simpler to understand. Pinterest on a fundamental basis and likely Toast as a growth story (my deep dive ongoing) would be a couple names" [X Link](https://x.com/AkbarInvests/status/2010738328837222528) 2026-01-12T15:39Z [---] followers, [----] engagements "$PINS up this morning. It has been slowly rising over the course of last few weeks since my buy on Dec [--] [----] Guess what happened after the 20% drop in $PINS price after Q3 earnings Hedge funds loaded up on net 13.5M shares. And I remind you that BlackRock now has 54M shares in Pinterest. Cooling of price action coupled with growing revenue and net income is always a no brainer for https://t.co/ReCUBPFvPo Guess what happened after the 20% drop in $PINS price after Q3 earnings Hedge funds loaded up on net 13.5M shares. And I remind you that BlackRock now has 54M shares in Pinterest. Cooling" [X Link](https://x.com/AkbarInvests/status/2011087997098131463) 2026-01-13T14:48Z [---] followers, [---] engagements "For the Reddit bulls as the Feb [--] earnigns report approaches. Pay close attention if they still maintained a strong growth in DAU. Any weakness in this critical metric confirms my prior post that they are forfeiting their moat through content-licensing. In other words Google/GPT giving the same answers redditors would reducing traffic back to Reddit. https://twitter.com/i/web/status/2011100173494026555 https://twitter.com/i/web/status/2011100173494026555" [X Link](https://x.com/AkbarInvests/status/2011100173494026555) 2026-01-13T15:37Z [---] followers, [---] engagements "Todays investment thoughts [--]. $TOST might be a great growth play but not value play. Follow my deep dive series as I unfold my logic to you before buying [--]. $ASAN is trading at $12. Its lowest Ive ever seen it. Dont forget its founder Dustin Moskovitz has bought millions of shares at [--] [--] and $50 cost average. He either has conviction in long term roadmap or its sunken cost fallacy [--]. Looks like by price action Im right on $PINS. My base case still stands at $41 and bull at $60. See my pinned article for a starting point and my many posts on it since December [----] Im a tiny account and" [X Link](https://x.com/AkbarInvests/status/2011174425727483937) 2026-01-13T20:32Z [---] followers, [---] engagements "@StockChaser_ Pointing at a chart going up in a comical fashion upwards is silly work" [X Link](https://x.com/AkbarInvests/status/2011223979344937068) 2026-01-13T23:48Z [---] followers, [---] engagements "Let's finish with how I think the Trump administration will provide a tailwind to Toast and the biggest bear-case for $TOST. For those seeing this for the first time I am compiling my bull case in front of you before I take a position to show you the journey. Let's dig in. Top [--] Catalysts from Trump's Policies Benefiting Restaurants No Taxes on Tips: Trump's policy eliminating federal taxes on tips directly boosts take-home pay for servers and staff improving retention and morale in a high-turnover industry. One of the most unreliable factors in this business is scheduling consistency and" [X Link](https://x.com/AkbarInvests/status/2011450246476267618) 2026-01-14T14:48Z [---] followers, [---] engagements "Applications and application AI models like either Duolingo or Reddit will have a tough time ahead as frontier models continue to get smarter and start taking over their market share. Their current moat of UX will make it harder but only in the short term imo (in other words Duolingo is more preferable to use as a user still) https://twitter.com/i/web/status/2011490911239225615 https://twitter.com/i/web/status/2011490911239225615" [X Link](https://x.com/AkbarInvests/status/2011490911239225615) 2026-01-14T17:29Z [---] followers, [----] engagements "$META bulls totally miss how slow moving large organizations are and how they don't deliver instant yields after a major pivot or strategy shift. Don't expect instant rebounds. Here's the real timeline most investors miss speaking from experience: YEAR 1: Planning heavy investment internal deliberation what will we do when why and how (Meta announces $70B in CapEx rolls out Llama foundation model begins massive integration of AI into their platforms). Market gets hyped on the announcements in AI such as promise of increased AI investments and stock often rallies on the vision. YEAR 2:" [X Link](https://x.com/AkbarInvests/status/2011543027651665952) 2026-01-14T20:56Z [---] followers, [---] engagements "Markets are pricing in that frontier AI models will eat away at the user-base and market share of apps like $DUOL and hence why its really down 50% () so far. But I think it that's too narrow-minded and I expect short-term recovery. Frontier models are being expertly finetuned by industry professionals (xAI hires actual "AI tutors") trained with massive amounts of data through content-licensing and continuously learning from user-interactions to create synthetic content (AI-generated content). They will be able to replicate the same FUNCTION as $DUOL but the key differentiator is the USER" [X Link](https://x.com/AkbarInvests/status/2011836306817454583) 2026-01-15T16:22Z [---] followers, [---] engagements "Its because of lack of understanding. In addition to providing exceptional user experience another moat companies can create is data. But stupidly (imo) $RDDT is giving up its biggest moat to Gemini and OpenAI so soon these models will give the same high quality responses you can expect from Reddit website. I made a couple posts on Reddit as well theyre in trouble if they dont stop https://twitter.com/i/web/status/2011841267672453423 https://twitter.com/i/web/status/2011841267672453423" [X Link](https://x.com/AkbarInvests/status/2011841267672453423) 2026-01-15T16:41Z [---] followers, [---] engagements "@CaesarCapitalz How did you do it Im really struggling to get views and impressions" [X Link](https://x.com/AkbarInvests/status/2011841511793528941) 2026-01-15T16:42Z [---] followers, [--] engagements "@schinskytrades Correct and the Q4 spike in revenue has likely been not priced in here either" [X Link](https://x.com/AkbarInvests/status/2011841765880541228) 2026-01-15T16:43Z [---] followers, [--] engagements "Heres a really good post by @CMDarnton0 that goes much deeper on the broader thesis I just mentioned: learning optimization is behavioral (UX) and not functional based: https://x.com/cmdarnton0/status/2011563222424568121s=46 DUOLINGO IS NOT A "LANGUAGE APP". IT IS A BEHAVIORAL MACHINE FOR LEARNING. I just bought $100000 of $DUOL. Heres why I believe it can reach $2000 per share 👇 Everyone thinks AI will kill Duolingo. Theyre wrong. AI does not replace learning. It amplifies it. And https://t.co/Kxc2cEJGdr https://x.com/cmdarnton0/status/2011563222424568121s=46 DUOLINGO IS NOT A "LANGUAGE" [X Link](https://x.com/AkbarInvests/status/2011849101705634289) 2026-01-15T17:12Z [---] followers, [---] engagements "@CMDarnton0 Just attached your thread to one of my posts. We are fully aligned in the thinking and great deep dive" [X Link](https://x.com/AkbarInvests/status/2011849424998178821) 2026-01-15T17:14Z [---] followers, [---] engagements "Agreed and i think youre describing more than just patience: Retail investors that outperform institutions are usually those that have actually touched tried or seen the product in action. They have the real world experience to know there is a market need beyond just looking at 10Qs https://twitter.com/i/web/status/2011855581670223942 https://twitter.com/i/web/status/2011855581670223942" [X Link](https://x.com/AkbarInvests/status/2011855581670223942) 2026-01-15T17:38Z [---] followers, [---] engagements "@TheProfInvestor A key pillar in Peter Lynchs book One up on Wall Street is that retail investors have the advantage over institutions because they actually have used the product and know its quality and not just reading over SEC filings. Its a integral part of my investing philosophy" [X Link](https://x.com/AkbarInvests/status/2011886586200539262) 2026-01-15T19:41Z [---] followers, [---] engagements "@itschrisray @aleabitoreddit Is anyone on FinX influential enough to move millions Barring Elon or a hedge fund CEO saying something I dont there is someone" [X Link](https://x.com/AkbarInvests/status/2011896843689738666) 2026-01-15T20:22Z [---] followers, [----] engagements "They have a few successful metrics but one that hasnt been priced in (judging by depress stock price) is net income going from [----] cent loss to [----] loss. Q3 also saw increased margins from memory sales (30% of their revenue) and with the RAM shortages and Corsair being a household name for gamers the margins will likely increase more to deliver them their first profitable quarter https://twitter.com/i/web/status/2012153988863397967 https://twitter.com/i/web/status/2012153988863397967" [X Link](https://x.com/AkbarInvests/status/2012153988863397967) 2026-01-16T13:24Z [---] followers, [--] engagements "In your investing experience what were some of your slept on stocks that went parabolic later" [X Link](https://x.com/AkbarInvests/status/2012167647136247869) 2026-01-16T14:18Z [---] followers, [--] engagements "@investingluc Good take Luc. Ill also add that I think $TOST stands to benefit well from any improvements in consumer spending. Its the restaurant tech leader that gives all-in-one platform for restaurants payments payroll and inventory. I made a deep dive series on it as well crazy growth" [X Link](https://x.com/AkbarInvests/status/2012168537490575740) 2026-01-16T14:22Z [---] followers, [---] engagements "@sak864208 If it goes to $30 then Im going easily 20% of portfolio back into it ha Vlad would need to have a massive fiasco for that to happen though. Thats doom and gloom pessimism if it happens" [X Link](https://x.com/AkbarInvests/status/2012301134640161005) 2026-01-16T23:09Z [---] followers, [--] engagements "Just when you thought it was going to be smooth sailing for your stocks: [--]. Trump putting 10% tariffs on Europe if no Greenland acquisition deal is reached [--]. Elon suing OpenAI Mr. Market is going to be in a frenzy next week The first one might fall into the @KobeissiLetter playbook and were in for a fiery back and forth between state leaders until an amicable solution The second one shakes things up for all companies involved in OpenAI circular funding: $ORCL $AMD $NVDA and stray bullets will likely be caught by $NBIS and $CRWV on it too. https://twitter.com/i/web/status/2012574347135737924" [X Link](https://x.com/AkbarInvests/status/2012574347135737924) 2026-01-17T17:14Z [---] followers, [---] engagements "$NVDA was one of my biggest mistakes in my investment career when I sold it all in [----] for about +330%. I began buying when Biden shut off China sales. My theses were quite straightforward: 1) Best in class supplier of GPUs for commercial and household 2) Top engineers and proven moat 3) Billions of cash. They'll figure something out. And then came everything with AI and rest is history. https://twitter.com/i/web/status/2012584109810291116 https://twitter.com/i/web/status/2012584109810291116" [X Link](https://x.com/AkbarInvests/status/2012584109810291116) 2026-01-17T17:53Z [---] followers, [---] engagements "@GVDInvestor @pepemoonboy It really feels like that man. One day youre a small time investor picking stocks like Robinhood and ETFs and next youre talking about the latest battery storage tech thats pre-revenue" [X Link](https://x.com/AkbarInvests/status/2012888709931131099) 2026-01-18T14:04Z [---] followers, [--] engagements "@Halal_Stocks_ @KobeissiLetter Yeah thats actually what Kobeisi is predicting Stocks drops on fears buyers step in and it rallies a bit but then it drops again due to uncertainty. Timing is going to be difficult though" [X Link](https://x.com/AkbarInvests/status/2012889146260414492) 2026-01-18T14:05Z [---] followers, [--] engagements "Youd already be accumulating at lower cost average than most investors here lol. It depends on how you look at Duolingo you either value based on fundamentals like TTM P/E or you value based on growth like forward P/S. But either way you need to be able to be convinced that subscription revenue will continue to increase Dont believe the FOMO that some people are posting about it going to 1T https://twitter.com/i/web/status/2012889711707123762 https://twitter.com/i/web/status/2012889711707123762" [X Link](https://x.com/AkbarInvests/status/2012889711707123762) 2026-01-18T14:07Z [---] followers, [--] engagements "@RJCcapital The primary success metrics are clear [--]. Dominate the western hemisphere [--]. Ensure stock market reaches all time highs [--]. Drive economic growth not through reducing debt but by increasing revenue by any means necessary aided with AI-driven productivity gains" [X Link](https://x.com/AkbarInvests/status/2012894195799716205) 2026-01-18T14:25Z [---] followers, [--] engagements "The markets overreacting by selling off these SaaS stocks on fears that AI models will wipe out their edge. Check out these [--] beaten down stocks with highest drawdown in past year👇 Which one should I do a series on $DUOL (-72% loss) Duolingo teaches languages through a fun gamified app that builds daily habits. It trades at 5.5x to 7.8x forward price to sales. $MNDY (-63% loss) Monday .com runs customizable no-code work management boards for team task tracking. It trades at about 5.5x to 6x forward price to sales $DOCU (-43% loss) DocuSign provides smooth electronic signatures and contract" [X Link](https://x.com/AkbarInvests/status/2012914873601015960) 2026-01-18T15:47Z [---] followers, [---] engagements "@zhanglixiang779 Base case: $40. Bull case: $60. Check out this post I made that goes more into it if interested: https://x.com/AkbarInvests/status/2004286401894834520s=20 Why $PINS is my newest add for [----] 🚀 -Depressed 3.6x forward sales (industry 8.2x) -Proprietary AI flywheel at 30% better recommendations than other foundation models and proactive personalization -Target $41.70 61% upside from $26 🧵 Building on my previous bullish https://t.co/RE4xS2SlnK https://x.com/AkbarInvests/status/2004286401894834520s=20 Why $PINS is my newest add for [----] 🚀 -Depressed 3.6x forward sales" [X Link](https://x.com/AkbarInvests/status/2012917904874827858) 2026-01-18T16:00Z [---] followers, [--] engagements "Appreciate it [--]. User-experience and the stickiness of the product. It's not enough for AI-models to replicate the same function as SaaS users value the whole product experience. For example on Docusign companies continue to use it because their customers already know how to use it and it makes the most important part of the transaction (signing the deal) easy. They don't need any disruption in their revenue. Another example is Duolingo Google recently launched a experimental version of it and while it does fulfill the same core function of Duolingo of translating and teaching it's nothing" [X Link](https://x.com/AkbarInvests/status/2012920852929446200) 2026-01-18T16:11Z [---] followers, [--] engagements "@Mr_Derivatives Only in a bull market" [X Link](https://x.com/AkbarInvests/status/2012924143377760303) 2026-01-18T16:24Z [---] followers, [---] engagements "@prompt_father Totally agree. I think I'll take Docusign as a case-study as the simplest to understand business that's just getting hammered. Switching from Docusign to another product risks losing the customer-base that is already accustomed to using Docusign for business transactions" [X Link](https://x.com/AkbarInvests/status/2012953801389408509) 2026-01-18T18:22Z [---] followers, [--] engagements "@DrTomsLens Love to see the conviction Hope it plays out well for you. Id also add to your last point that the tailwind for these companies will come from their own proprietary AI utilizing their own companys first party data to reduce reliance on general purpose LLMs" [X Link](https://x.com/AkbarInvests/status/2012975117681184890) 2026-01-18T19:47Z [---] followers, [---] engagements "@ManzTrades There are several companies in this list that presents an incredible opportunity. Im planning on dropping my deep dive on $DOCU tomorrow morning" [X Link](https://x.com/AkbarInvests/status/2012994836282941754) 2026-01-18T21:05Z [---] followers, [---] engagements "@TradingPulseX Couldnt agree more. Ill be dropping a $DUOL deep dive today or tomorrow that covers themes like high switching costs SaaS moat and how AI is a tailwind not a headwind. Look forward to your thoughts when it drops" [X Link](https://x.com/AkbarInvests/status/2013239866155278336) 2026-01-19T13:19Z [---] followers, [--] engagements "@Mr_Derivatives [---] followers here :) Follow for me for evidence-based research on primarily SaaS companies (currently deep diving Docusign) and misunderstood gems like Pinterest" [X Link](https://x.com/AkbarInvests/status/2013421030233006194) 2026-01-20T01:19Z [---] followers, [--] engagements "@Benbburman That's smart. I think we see $40 easily this year. I'll make a post on how underappreciated the tvScientific acquisition is and completely missed by analysts. It combines Pinterest taste profiles of users and connects it to 95% of homes that stream TV. Crazy stuff" [X Link](https://x.com/AkbarInvests/status/2013469878645149967) 2026-01-20T04:33Z [---] followers, [--] engagements "Just made a deep dive on how Docusign fears are overblown: first-party data ownership powering their proprietary AI delivers the whole product experience which customers love and high switching costs due to potential disruption. Same goes for other SaaS Let me know what you think tiny accounts are tough to get reach https://twitter.com/i/web/status/2013616072612511995 https://twitter.com/i/web/status/2013616072612511995" [X Link](https://x.com/AkbarInvests/status/2013616072612511995) 2026-01-20T14:14Z [---] followers, [--] engagements "@StockMKTNewz Made a deep dive on $DOCU. Good investment opportunity. Fears are overblown" [X Link](https://x.com/AkbarInvests/status/2013812335350108625) 2026-01-21T03:14Z [---] followers, [---] engagements "I crossed over +250 followers recently But I think Im going to be more quiet on X going forward. I enjoy writing and financial markets is a passion but when there is minimal impressions or reach its quite demoralizing (Am I talking to the void). Ill continue to post only evidence-based insights for my current following but will be reducing frequency as the benefit vs me putting hours in X is just not worth it right now. That being said Im STILL IN with my conviction companies: 🥇 $NBIS - been a Yandex investor since [----] without selling and I understand well the leadership team behind Nebius" [X Link](https://x.com/AkbarInvests/status/2013970616630554753) 2026-01-21T13:43Z [---] followers, [---] engagements "Thanks for the feedback. Its a combination of heuristic based rules (e.g does cash on hand cover at least 50% of liabilities) and deeper dive on what exact value does their product offering provide High level: -improving financials -leadership has the background or experience in the industry they are leading (eg RJ Rivian CEO has PhD in mechanical engineering) -does the product provide meaningful value This one is most important. I need to ensure I have domain expertise in the area or I need to be a customer of the product (eg Ive signed documents using DocuSign before and loved it)" [X Link](https://x.com/AkbarInvests/status/2014042024815604083) 2026-01-21T18:26Z [---] followers, [--] engagements "Safer that way and still relatively cheap. A big catalyst that is not priced in with Pinterest stock price is the acquisition of tvScientific its a layer that'll allow Pinterest user-profiles to see relevant ads on their streaming devices. But its an acquisition so it'll have organizational challenges (ie who reports to who who is doing what how do we integrate) which may lead to the initial returns showing up only in Q3'26 books. Or we might see some analysts finally wake up and watch re-ratings come in post Q4 earnings in Feb. https://twitter.com/i/web/status/2014077167483650423" [X Link](https://x.com/AkbarInvests/status/2014077167483650423) 2026-01-21T20:46Z [---] followers, [--] engagements "@schinskytrades I think that's a smart move. Market is totally pricing out the move to profitability in my opinion but let's see what Q4 earnings show" [X Link](https://x.com/AkbarInvests/status/2014345566298190097) 2026-01-22T14:33Z [---] followers, [--] engagements "@BobbyFinanceX I wish nothing but the best for META bulls. But I predict the market will be shaken after Meta reports all the CapEx theyre incurring and weakening balance sheet" [X Link](https://x.com/AkbarInvests/status/2014409384466534796) 2026-01-22T18:46Z [---] followers, [--] engagements "Emotional discipline and rule-based investing is the core of my investment philosophy. It's what helped me beat the SP500 for the last 3+ years. In the long-run it trumps even domain knowledge. As you navigate today's euphoria around AI energy commodities and defense and you feel your heart pounding and FOMO overtaking you remember this simple quote from Ben Graham's book 'The Intelligent Investor': "Mr. Market's job is to provide you with prices; your job is to decide whether it is to your advantage to act on them. You do not have to trade with him.just because he begs you to" Mr. Market can" [X Link](https://x.com/AkbarInvests/status/2014440955034927179) 2026-01-22T20:52Z [---] followers, [---] engagements "Ive been buying $NBIS / Yandex since [----]. Seeing so many investors wanting $NBIS to just cross a certain price point or just get added to some additional index fund to send it higher or have someone influential like Jensen speak positively about it really show me they do not comprehend whats in front of them. Stop looking at the price chart. Look at the executive leadership look how they launched and scaled Yandex (Search - Taxi - Market - Cloud). Look at the product offering from being IaaS PaaS to now moving into operationalizing robotics AI. We are so early but damn guys this takes time" [X Link](https://x.com/AkbarInvests/status/2014713645989503035) 2026-01-23T14:55Z [---] followers, [---] engagements "@GVDInvestor Just a few months ago it was Advanced Money Destroyer Ignoring noise pays off" [X Link](https://x.com/AkbarInvests/status/2014729600371200293) 2026-01-23T15:59Z [---] followers, [--] engagements "My previous breakdown for those interested https://x.com/AkbarInvests/status/2013608313661862254s=20 You don't know what you're talking about when you say "AI eats the lunch of SaaS". Let's use $DOCU as an example. NRR the most important metric for SaaS is up FCF margins are improving and it'll continue to deliver value in the AI era through: 1) whole product experience https://t.co/1lzSF2OMc2 https://x.com/AkbarInvests/status/2013608313661862254s=20 You don't know what you're talking about when you say "AI eats the lunch of SaaS". Let's use $DOCU as an example. NRR the most important metric" [X Link](https://x.com/AkbarInvests/status/2014736911898726544) 2026-01-23T16:28Z [---] followers, [---] engagements "Sunday investment thoughts: [--]. $AMD is a well run company poised to take the remaining market that Nvidia couldnt service. [--]. $AMZN has the chance to surprise the world with its robotics operationalization. No bleeding edge tech just putting them to work in their warehouses [--]. [----] is going to be the year to load up on SaaS because vibe coding is just a fad https://twitter.com/i/web/status/2015443126618345749 https://twitter.com/i/web/status/2015443126618345749" [X Link](https://x.com/AkbarInvests/status/2015443126618345749) 2026-01-25T15:14Z [---] followers, [---] engagements "@MoInvestingHQ Thats similar to how Im thinking. Meta is a hold long term but investors always get shaken out from a weakening balance sheet short term" [X Link](https://x.com/AkbarInvests/status/2015476261930308045) 2026-01-25T17:26Z [---] followers, [--] engagements "@stevehou I keep posting about the same damn thing. Market has given great investment opportunities into SaaS with years of established relationships and integrations. No one will risk revenue disruption because of AI reducing barrier of entry into coding" [X Link](https://x.com/AkbarInvests/status/2015490511214105011) 2026-01-25T18:22Z [---] followers, [---] engagements "@QualityInvest5 PG is a dividend play. Itd be around $13K with dividends" [X Link](https://x.com/AkbarInvests/status/2015661798607798428) 2026-01-26T05:43Z [---] followers, [---] engagements "Guess what happened after the 20% drop in $PINS price after Q3 earnings Hedge funds loaded up on net 13.5M shares. And I remind you that BlackRock now has 54M shares in Pinterest. Cooling of price action coupled with growing revenue and net income is always a no brainer for me. https://twitter.com/i/web/status/2010768322917515648 https://twitter.com/i/web/status/2010768322917515648" [X Link](https://x.com/AkbarInvests/status/2010768322917515648) 2026-01-12T17:38Z [---] followers, [----] engagements "$TOST Why is a restaurant tech leader with 25%+ growth which turned profitable trading at just 3.3x forward sales Let's continue my $TOST series as I build my bull case in front of you before taking a position. -- Toast is a restaurant tech company that provides all in one software and hardware for small to medium food businesses. As of Jan [--] its a $20.8B company trading $35 per share (-12% last [--] years). What does it do What are their strengths Let's dig in. What it does It is the platform for all the fragmented processes that a cafe or restaurant has (e.g staffing payments payroll" [X Link](https://x.com/AkbarInvests/status/2011081201914703987) 2026-01-13T14:21Z [---] followers, [----] engagements "$RDDT is down from $250s to 230s since this post. Im telling you all that the serious institutions will only be paying attention to DAU growth in upcoming earnings on Feb [--]. ANY weakness and I expect continued sell off. Reddit keeps selling off the one thing that makes them unique $RDDT is selling off its greatest asset data. Here's a visual of what I mean when I say that $RDDT content-licensing will lead to reduced traffic back to site leading to a drop in daily-active users (DAU). Gemini immediately provides an overview the user then goes into a https://t.co/qfcktifnVa $RDDT is selling off" [X Link](https://x.com/AkbarInvests/status/2012240209962795118) 2026-01-16T19:07Z [---] followers, [---] engagements "Any weakness leading up to full year earnings report for $PINS I will be buying: [--]. Analysts focused on mixed Q3 results and weak Q4 guidance without referencing any acquisition or new revenue streams and the deal announcement came over a month later. [--]. Stock price continues to drop as operating margins improve meaningfully. You can't make this up. https://twitter.com/i/web/status/2013241943933731111 https://twitter.com/i/web/status/2013241943933731111" [X Link](https://x.com/AkbarInvests/status/2013241943933731111) 2026-01-19T13:27Z [---] followers, [----] engagements "You don't know what you're talking about when you say "AI eats the lunch of SaaS". Let's use $DOCU as an example. NRR the most important metric for SaaS is up FCF margins are improving and it'll continue to deliver value in the AI era through: 1) whole product experience rooted in Geoffrey Moore's go-to-market strategy (GTM) 2) first-party data ownership powering proprietary AIs with superior accuracy and effectiveness 3) sky-high switching costs that ensure sticky recurring revenue. One of Geoffrey's biggest contributions to GTM is the idea that a "product" isn't just the software or" [X Link](https://x.com/AkbarInvests/status/2013608313661862254) 2026-01-20T13:43Z [---] followers, [----] engagements "@3KComeback I like that your portfolio is simple to understand businesses. Many people bias towards the newest or hottest and lose money in domains they know nothing about. Check out my $DOCU Docusign deep dive where I cover why the -70% drop is totally overblown given improving financials" [X Link](https://x.com/AkbarInvests/status/2013979264501113042) 2026-01-21T14:17Z [---] followers, [--] engagements "@CarioCapital Yeah youre right I suppose I should have clarified that they are dominant for the segment they are in: [--]. TOST has about 15% share in restaurant-tech [--]. Docusign 60% [--]. Salesforce about 20% in CRM segment" [X Link](https://x.com/AkbarInvests/status/2015525139698335755) 2026-01-25T20:40Z [---] followers, [--] engagements "🚨 $PINS announced its cutting its workforce by -15% to drive more focus on AI productivity gains. Management is also reducing office space to reduce costs Down 3% in pre-market. How do I interpret this Pinterest tvscientific acquisition means theyll be absorbing their employees as well which may have driven the decision to cut as well margins are expected to improve more given Pinterest relies heavily on stock based compensation for its employees the market is selling off simply because it wants to but I will be buying as any company that announces layoffs gets a bump in stock price but for" [X Link](https://x.com/AkbarInvests/status/2016150309353959664) 2026-01-27T14:04Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@f26bwgvrnw Akbar Makhmudov
Akbar Makhmudov posts on X about $pins, ai, pinterest, $nbis the most. They currently have [---] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [------] -51%
- [--] Month [------] +54%
- [--] Months [-------] +78,861%
- [--] Year [-------] +60,188%
Mentions: [--] #
- [--] Month [--] -38%
- [--] Months [---] +10,350%
- [--] Year [---] +10,450%
Followers: [---] #
- [--] Week [---] +7.40%
- [--] Month [---] +45%
- [--] Months [---] +1,189%
- [--] Year [---] +2,479%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance social networks exchanges countries cryptocurrencies automotive brands celebrities financial services
Social topic influence $pins #74, ai, pinterest, $nbis #130, growth, investment, in the, market, meta, target
Top accounts mentioned or mentioned by @aleabitoreddit @pepemoonboy @drtomslens @grok @moninvestor @halalsn @zastocks @babyfolio @kobeissiletter @mmatters22596 @caesarcapitalz @mrderivatives @sixsigmacapital @undrvalue @scrolltroll2023 @unusualwhales @sammicohentalks @mayhem4markets @stockmktnewz @wearycenturion
Top assets mentioned Pinterest, Inc. (PINS) Nebius Group N.V. Class A Ordinary Shares (NBIS) Toast, Inc. (TOST) Corsair Gaming, Inc. (CRSR) Robinhood Markets, Inc. (HOOD) Docusign Inc (DOCU) Duolingo, Inc. (DUOL) Coinbase Global Inc. (COIN) Microsoft Corp. (MSFT) Reddit, Inc. (RDDT) Alphabet Inc Class A (GOOGL) Shopify Inc (SHOP) Mario Coin (COIN) BlackRock Inc (BLK) Metadium (META) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Rivian Automotive, Inc. (RIVN) Asana, Inc. (ASAN)
Top Social Posts
Top posts by engagements in the last [--] hours
"@AngryCitizenxx Ask Grok to elaborate more on its answer. I did and its answering that way in protest to test if youd ask it to elaborate"
X Link 2025-01-03T21:44Z [--] followers, [--] engagements
"@ZaStocks Thoughts on NBIS play in all this Data center rental for AI and provides a platform for companies AI training"
X Link 2025-01-09T04:57Z [--] followers, [---] engagements
"@Markymark1025 @evan_coons @unusual_whales Your statement makes no sense. Its like saying I dont know how to make phones or run phone manufacturing how would I know anything about phones"
X Link 2025-04-16T11:25Z [--] followers, [---] engagements
"@brent_e_trader @JakeWest79 Because you may end up not selling when the time comes. You might think this is the comeback or I was right all along which is the exact sentiment the author had. If you stick to your rules great. But if not then you dig a deeper hole"
X Link 2025-08-02T16:37Z [--] followers, [--] engagements
"@mvcinvesting I was a shareholder since Yandex the biggest piece that always inspired me in their company is they outcompeted Google with their search business and delivered the Uber-equivalent (with initial partnership with Uber) to multiple countries"
X Link 2025-09-17T15:29Z [--] followers, [---] engagements
"@daniel_koss Every year there is some comparison to some trader or hedge fund that has outperformed Buffett and every year they fail to look at the previous [--] year track record of Buffett vs everyone"
X Link 2025-09-19T14:59Z [--] followers, [--] engagements
"@patientinvestt Im concerned theyve not been innovating in the past few years and Shopify has been stealing market share. I exited earlier this year after holding for a couple years"
X Link 2025-09-21T00:36Z [--] followers, [----] engagements
"Too much contracted capacity = less flexibility but full realization of the Microsoft deal that is not fully priced in yet. Too little capacity = more flexibility for similar deals with other companies. Couple that with net cash on hand and track record of management you have a winner"
X Link 2025-10-02T14:34Z [--] followers, [---] engagements
"@aleabitoreddit Youve been great. I liken you most to @ZaStocks who is a handful of people I listen more closely to. Also provides grounded takes based on market sentiment and political angles (how gov decisions impact markets)"
X Link 2025-10-04T21:10Z [--] followers, [---] engagements
"@ZaStocks My interpretation of one thematic difference between CoreWeave and Nebius is cash to debt ratio. Nebius favors clean execution with no debt burden but CoreWeave is going all in on capex"
X Link 2025-10-08T17:34Z [--] followers, [----] engagements
"Excellent interviewer specific questions asked and Marc delivers with pinpoint answers on what to expect from $NBIS. Its rare to have direct answers from C-suites and he completely reassured me on the future. .@nebiusai CRO Marc Boroditsky explains how $NBIS is working to become the AWS of AI why hyperscalers are the real competition (not neoclouds) the alliance with $NVDA & why fears of circular financing + overbuild are overblown. Highlights (00:42) Why NBIS can be the AWS of https://t.co/1KRs7ZNQCy .@nebiusai CRO Marc Boroditsky explains how $NBIS is working to become the AWS of AI why"
X Link 2025-10-10T13:36Z [--] followers, [---] engagements
"@aleabitoreddit What are your thoughts on UNH Bought Apr26 $350 calls when it was $280. The upcoming earnings they either say everything is fine and theyre getting along with gov which I hope they skyrocket or they dont and it tanks"
X Link 2025-09-25T22:39Z [--] followers, [---] engagements
"@aleabitoreddit Whoa. ETOR 1.2B cash (inc. investment) and 420M total liabilities and positive operating cash flow"
X Link 2025-09-29T21:18Z [--] followers, [----] engagements
"@aleabitoreddit Started a position of about 5% portfolio of 80/20 shares and options in ETOR yesterday. In a room full of smart engineers and business leaders and a billion dollars of cash on hand they just have to be able to figure something out"
X Link 2025-10-01T19:45Z [--] followers, [---] engagements
"@genZinvest0r If CoreWeave isnt in there I doubt Nebius will be this round"
X Link 2025-10-10T12:29Z [--] followers, [---] engagements
"The biggest hurdle that each investor including myself have to battle with every time is asking Am I wrong Are my assumptions flawed What if things dont go as planned whenever a company stock starts falling. So Im doing what I do every time. Im revisiting my $NBIS assumptions research and broad market thesis. And I still see no issues with them. What helps is my lower cost average but what helps even more is understanding that Im in it for years to come"
X Link 2025-10-20T16:33Z [--] followers, [---] engagements
"@Educamos2024 The easiest decision in this case is SP500 like $VTI where the only thesis you need is if you believe in the future economical dominance of the United States"
X Link 2025-10-20T17:39Z [--] followers, [--] engagements
"$NBIS selling off might possibly be the perfect representation of irrational market. Imagine the amount of research relationship and planning that Microsoft has inputted for this $17-19B COMMITTED spend to Nebius and now look at $NBIS market cap of $27B. How can you be bearish I would add more but Im literally tapped out at holding 40%+ of my portfolio"
X Link 2025-10-21T13:56Z [--] followers, [----] engagements
"@aleabitoreddit ALL that they need to say during earnings call is execution is going as planned and provide the evidence for it. This is the only logical (manipulation aside) reason for why I can think Nebius is selling off lack of confidence by the market"
X Link 2025-10-22T01:18Z [--] followers, [----] engagements
"@aleabitoreddit @aleabitoreddit This week one of two things will happen: I double down on shares or Dec26 $150 calls. Funnily enough rotating profits from BYND calls into NBIS 😄"
X Link 2025-10-22T01:25Z [--] followers, [----] engagements
"Toloka here isnt getting love at all. Toloka is more than generic data processing. The data labeling they provide feeds multimodal LLMs with the key annotations that provides improved accuracy at image identification and the datasets they provide for post training essentially allows companies to create specialized LLMs with narrow focus (e.g healthcare/diagnostics). Weve already evolved past text people are uploading their MRIs financial statements their pictures of lawn grass (me) and so much more - the AI that can interpret these images best will have wider adoption $NBIS: - Founder-led -"
X Link 2025-10-25T18:28Z [--] followers, [---] engagements
"As a previous $PYPL shareholder that I held for [--] years the issue is they are not innovating. Every day market share is eaten away by Apple Pay Shopify and for commercial apps like Toast who provide an incredibly seamless experience. The value and fundamentals are there but the growth and future is muddy. They need to be bold in something plenty of cash and smart people in that company that can figure it out"
X Link 2025-10-29T16:48Z [--] followers, [--] engagements
"They are increasing becoming a single point of failure. The last estimates I saw was over a trillion in committed spend by OpenAI I really dont want a deal with OpenAI and $NBIS believe it or not so they dont get dragged into this locked circle If something goes wrong at @OpenAI all AI stocks can fall by 50% 🙃 If something goes wrong at @OpenAI all AI stocks can fall by 50% 🙃"
X Link 2025-11-04T08:10Z [--] followers, [---] engagements
"Hot take: literally never cared for analyst predictions or used them in any factoring. Hence it would be hypocritical of me to consider their ratings just because there is upside to $NBIS Out of five analysts currently covering Nebius the new average $NBIS price target is now $161.40 a share. Consensus average upside of 53% from current stock price of $105 Northland Securities: $206 (September [--] 2025) Arete Research: $184 (September 2025) BWS Out of five analysts currently covering Nebius the new average $NBIS price target is now $161.40 a share. Consensus average upside of 53% from current"
X Link 2025-11-08T09:08Z [--] followers, [---] engagements
"The customer obsession for equally small and hyperscalers is pretty astounding. Marc reassured $NBIS is still leading with partnerships first mindset during the earnings call"
X Link 2025-11-11T13:30Z [--] followers, [---] engagements
"@WealthyReadings 80% GPU utilization sounds wild @grok is this possible"
X Link 2025-11-14T19:26Z [--] followers, [--] engagements
"@babyfolio If it happens then it will be the same generational opportunity of buying Amazon when it dropped to 10-20s pre split"
X Link 2025-11-17T14:17Z [--] followers, [--] engagements
"@Mageba_wav If husband is a purple belt or above then he has a chance: blast double take mount strangle"
X Link 2025-11-29T18:48Z [---] followers, 12.5K engagements
"Quite incredible to see the narrative shift of Intel from being a hopeless deadweight to being TSMC next competitor. Its all clear in hindsight but the emotional discipline to stick to your thesis is a skill in itself [--] Predictions for the Next [--] Years - Intel becomes a trillion dollar company as it takes away half of TSMCs market cap as well as cutting out Broadcom Marvell & MediaTek as middle men - Nvidia loses pricing power and margins as all big tech companies come together and invest [--] Predictions for the Next [--] Years - Intel becomes a trillion dollar company as it takes away half of"
X Link 2025-12-01T14:27Z [---] followers, [---] engagements
"@Agrippa_Inv Looks like you were totally wrong on your initial $131 [----] price target"
X Link 2025-12-03T02:14Z [---] followers, [---] engagements
"@babyfolio $80 First entries $20. But around [---] of total [----] shares I bought around $110 which really shot up my average. I still have the Yandex shares too ha"
X Link 2025-12-04T19:46Z [---] followers, [--] engagements
"Coinbase main thesis rides on them becoming primary custodian for government Robinhood invested early and often (started $8 and now average $32); main thesis was they had the best UX will swallow DraftKings and Brokers (eg Fidelity) customers while also progressing towards eating Coinbase lunch AMD the market in any industry will always need a #2 contender (have Rivian shares with same thesis)"
X Link 2025-12-10T14:53Z [---] followers, [---] engagements
"Has anyone done the math without Microsoft deal baked in Curious what the base case is. I believe the only logical drag is being caused by anticipated demand being lower than expect (ie Microsoft may revise contract). I think the $FRMI 50% drop due to their tenant pulling out of their 11GW plant construction is the catalyst"
X Link 2025-12-15T15:49Z [---] followers, [---] engagements
"@DrTomsLens That makes total sense to me. Essentially the risk of lower demand than anticipated is being priced in via the spread in bonds. Ty"
X Link 2025-12-16T18:56Z [---] followers, [--] engagements
"Nebius continues to remind me of Amazon growth. Market disregarding its future meanwhile the company continues to execute and deliver $NBIS just made a quiet but important AI cloud upgrade. What changed: [--]. They deployed $NVDA's newest Blackwell Ultra GPUs (GB300) first live in Europe [--]. Customers can now see exactly how their GPUs are being used in real time [--]. Companies can reserve capacity in advance https://t.co/RAy0nUzM5e $NBIS just made a quiet but important AI cloud upgrade. What changed: [--]. They deployed $NVDA's newest Blackwell Ultra GPUs (GB300) first live in Europe [--]. Customers can"
X Link 2025-12-17T15:33Z [---] followers, [---] engagements
"We have the actual engineers screaming for more compute and at the same time FUD from retail and news about a bubble. $NBIS is poised perfectly. OpenAI just posted this: We have a lot more coming and need a lot more compute. https://t.co/cC3qz6kZ6N OpenAI just posted this: We have a lot more coming and need a lot more compute. https://t.co/cC3qz6kZ6N"
X Link 2025-12-17T18:24Z [---] followers, [---] engagements
"As of last couple weeks been trimming a bunch of my 1+ year holds like $AMZN sold all $SHOP shares and trimmed $HOOD. Ready to give these $NBIS shares a home and buy up whatever magical gap its supposed to fill"
X Link 2025-12-17T19:14Z [---] followers, [---] engagements
"Doubled down on December [----] $135 calls for $NBIS during the fire sale. No change to shares (it didnt meaningfully go below my $80 cost average)"
X Link 2025-12-18T21:04Z [---] followers, [----] engagements
"@EvJetty_blogy Cost average $13 here. Teslas only real competition is Rivian"
X Link 2025-12-19T03:06Z [---] followers, [---] engagements
"@DrTomsLens First time hearing of this company. 20%+ YoY growth cash can cover 50%+ of liabilities. What is the catch Theres usually a well known bear case (is it because their leadership doesnt have tech background but theyre in the Agentic AI space)"
X Link 2025-12-22T23:10Z [---] followers, [---] engagements
"I really think that $COIN Coinbase introducing stocks and becoming the supposed everything app is at least [--] years too late. I exited my small position today completely. I was hoping for innovation as a buyer since $160-180s but this pivot I think lacked imagination and timeliness. If you waited for so long and simply adding stocks is what you ended up coming up with with all the smartest engineers and cash on hand then you should have done it years ago"
X Link 2025-12-24T02:38Z [---] followers, [--] engagements
"Meanwhile $HOOD has surpassed all my expectations. What began me buying on the basis of when the stock market comes back millennials/gen z will come back to the platform with the best UI ended up turning slowly but surely into the everything app. Hindsight 20/20 but I should have gone all in"
X Link 2025-12-24T02:41Z [---] followers, [--] engagements
"@KobeissiLetter There is no other vessel for the cash in the world other than the United States"
X Link 2025-12-24T04:20Z [---] followers, [--] engagements
"Today I initiated a position into $PINS my 6th position in my portfolio alongside: Nebius (35% of portfolio @ $80) VTI (20% @ 243) Amazon (15% @ 208) AMD (7% @ 138) Pinterest (4% @ 26) and Robinhood (4% @ 32) with remaining in cash. I intend to continue to add to Pinterest until approximately 10% as I believe their search and discovery platform feeding into their AI model which then outputs targeted ads for customers is a powerful flywheel. I trimmed Robinhood Amazon and exited Coinbase to fund the position. Key themes that align with my investment tenets: [--]. Cash position covers at least 50%"
X Link 2025-12-24T14:19Z [--] followers, [--] engagements
"@MMAFighting Can we throw this kid in the ring too 2v1 easy work. Ive known Andrei since his Fedor fight he is definitely not someone that has just gone viral"
X Link 2025-12-24T17:19Z [--] followers, [---] engagements
"Why $PINS is my newest add for [----] 🚀 -Depressed 3.6x forward sales (industry 8.2x) -Proprietary AI flywheel at 30% better recommendations than other foundation models and proactive personalization -Target $41.70 61% upside from $26 🧵 Building on my previous bullish Pinterest $PINS post let's now compare them to their two direct competitors: $SNAP given their primary focus on visual content discovery user generated media and targeted ad revenue and $RDDT who focuses more on text based forums (with some large image subreddits) with targeted ads. Another competitor who we will ignore is"
X Link 2025-12-25T20:21Z [---] followers, [----] engagements
"The 15% drop in price post-earnings effectively derisked the company. On paper Reddit has the stronger momentum and financials but this is also priced in as we observe 14x price to sales multiple (vs 3.6x for Pinterest). In other words the market has lowered expectations for Pinterest which unlocks path for surprise upside while expecting perfect execution from Reddit. Given financials for Pinterest will continue on the same momentum I'm actually more bullish on how their leadership approaches the platform's user experience. Operationalizing AI: During the earnings call "CEO Bill Ready"
X Link 2025-12-25T20:21Z [--] followers, [--] engagements
"@moninvestor #1 NBIS #2 PINS"
X Link 2025-12-26T00:26Z [--] followers, [----] engagements
"@moninvestor They developed a sophisticated AI Ad flywheel: large training data from millions of visuals - improved user profile from the data - better recommendations - precise target users for Advertisers - higher click to conversion - higher revenue. Made a couple big posts on it"
X Link 2025-12-26T00:30Z [--] followers, [---] engagements
"$PINS Pinterest's core flywheel: organic data of millions of user generated visuals users interact with that content and Pinterest builds a precise target profile Target profile receives highly relevant ads improved clicks and conversions because ads are relevant increased advertiser spend and satisfied advertisers due to high conversion higher revenue from conversion funds AI enhancements which now proactively provide you relevant user content + ads without waiting for you (baby steps of agentic AI) Why $PINS is my newest add for [----] 🚀 -Depressed 3.6x forward sales (industry 8.2x)"
X Link 2025-12-26T14:49Z [--] followers, [---] engagements
"@DeepIceValue Pinterest is definitely under valued for the momentum they've gained in their financials driven from a net-cash balance sheet experienced tech executives and a platform users actually love. I recently made it 10% of my portfolio and think a big [----] is ahead"
X Link 2025-12-26T16:25Z [--] followers, [--] engagements
"All the doom posting about silver going up which is bound to lead to a market collapse are the same ones thatll chart two SP500 trend lines of [----] to 202X and call it confirmed. We heard the same thing about the yield inversion leading to total recession. Stay the course"
X Link 2025-12-27T17:46Z [--] followers, [--] engagements
"Why my Pinterest ($PINS) position remains defensible at $41 price target (61% upside): ✅ Trades at 3.6x forward sales vs industry's 8.2x ✅ Outperforms peers as net income surges 833% to $140M topping Snapchat's $506M loss and Reddit's 14.4x multiple ✅ Average revenue per user as of Q3: Europe +31% to $1.31 Rest of World +44% to $0.21 fueled by record 600M monthly users Why $PINS is my newest add for [----] 🚀 -Depressed 3.6x forward sales (industry 8.2x) -Proprietary AI flywheel at 30% better recommendations than other foundation models and proactive personalization -Target $41.70 61% upside"
X Link 2025-12-28T13:39Z [---] followers, [---] engagements
"Seems like the engineers still say we are compute bound. The value of Nebius is far from hype and momentum. Time and execution will settle the debate on future viability for $NBIS $AMD $NVDA @GroqInc CEO 🔥🔥🔥 @JonathanRoss321 GPUs vs LPUs Source: Groq Founder Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will @nvidia Hit $10TRN https://t.co/vxseyUzZtb https://t.co/j1EywNXEGp $AMD $NVDA @GroqInc CEO 🔥🔥🔥 @JonathanRoss321 GPUs vs LPUs Source: Groq Founder Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will @nvidia Hit $10TRN https://t.co/vxseyUzZtb"
X Link 2025-12-28T18:17Z [--] followers, [---] engagements
"$PINS has been derisked due to stock price dropping from $33 to $26 after earnings. Fundamentals only improved backed by an experienced tech executive team The revenue flywheel is in full effect and the company turnaround has begun just the price hasn't caught up"
X Link 2025-12-29T14:13Z [--] followers, [--] engagements
"$PINS Pinterest is not just social media. It behaves more like a search engine. People use Pinterest when they are: Planning a home renovation Deciding what to buy Saving ideas for future purchases When someone saves Pins to boards of which $PINS has [--] billion Pinterest learns: What they are interested in What they are likely to buy next This is called intent and Pinterest has strong intent data because users are actively planning not just scrolling. This is why Pinterest is a goldmine for advertisers. https://twitter.com/i/web/status/2005656197089693980"
X Link 2025-12-29T15:04Z [--] followers, [--] engagements
"Contracted power means just that they have a contractual agreement with a vendor to supply the 2.5GW. Energized power is expected to be right around 1GW by year end [----]. [----] is already booked up to half capacity as stated in their last earnings call. The business priority should be to scale Meta contract higher and potentially use up their remaining half capacity not sign another hyperscaler given the capacity constraints https://twitter.com/i/web/status/2005681306479301030 https://twitter.com/i/web/status/2005681306479301030"
X Link 2025-12-29T16:44Z [--] followers, [--] engagements
"@Couch_Investor @wallstreetbets I dont know how to feel about Nebius being on that list. Especially since I dont even know what a FOMO play is (swing trade it)"
X Link 2025-12-30T14:44Z [--] followers, [---] engagements
"I believe $PINS is still in early stages of pioneering a social media platform that maximizes the user experience positively while solving their shopping needs. Bill Ready (CEO) made two key decisions: [--]. Making items clickable: He fixed a major user complaint by making it easy to buy things seen on Pinterest so you can actually click and shop for what inspires you [--]. Using AI as a personal stylist: Pinterest's AI learns your unique style and tastes as you use the app. This allows the platform to give you recommendations that are so good they feel just like advice from your best friend and"
X Link 2025-12-30T15:33Z [--] followers, [--] engagements
"To add on to this: Don't chase sectors you have no idea about. This includes the "hottest" sectors of quantum energy infra commodities and others. That's the #1 way to consistently lose money. You build wealth being ahead of the curve and the best investors I've seen (including many on X) have made theses months in advance of major moves WARNING: ⛔ Dont chase any of the hot [----] IPOs SpaceX OpenAI Anthropic Databricks Anduril Will all likely be extremely overvalued when they IPO especially considering share dilution over the first [--] years of being public WARNING: ⛔ Dont chase any of the hot"
X Link 2025-12-30T16:59Z [--] followers, [--] engagements
"@optionscjp $NBIS $AMZN $PINS"
X Link 2025-12-30T19:41Z [--] followers, [---] engagements
"Be Starbucks: say youre going all in on AI whatever that means have employees complaining about the algorithm shorting ingredients the store needs and overstocking on others roll out a cool teddy bear cup for all of US but only stock [--] of them throughout the US you force all your customers to play a GAME to win points to earn that cup Chinese step in to mass manufacture the teddy bear at identical looks but you still cant stock it up and you lose the revenue opportunity Watch in [----] Starbucks turn around and says were returning to our roots which is a tell tale sign for we blundered so"
X Link 2025-12-30T23:12Z [---] followers, [--] engagements
"I posted the top realized gains for options earlier. Now lets show the top realized gains for shares this year from highest $ to lowest: (Look forward to thoughts) $META - I bought these between 140-280$ and ended with cost average of $190. I sold all the shares and exited fully at about +230% profit $SONY - I was buying this around $20 in [----] and it served as a hedge against the US economy and I loved their products. Now my thesis is the United States is the vessel for all world wealth and always will be . Exited for +68% profit $HOOD - initial buys between $8-15 and big average up around"
X Link 2025-12-31T15:34Z [--] followers, [--] engagements
"Now if I breakdown my thoughts on why I exited for the above three this is what they would be: [--]. Meta - Mark is on a warpath but inevitably along the way investors will lose faith in his ambitions citing too much spending lackluster vision and poor execution. All eyes on their earnings I have a feeling investors will be worried on the hit the balance sheet takes from the multi-million salaries for employees acquisitions and capex. [--]. Sony - this is simple I just wanted to exit and put the money to more conviction plays like Nebius and Pinterest. I also realized that having +90% of my"
X Link 2025-12-31T15:34Z [--] followers, [--] engagements
"I don't think the market has at all priced in the value of the analytics the high-intent user base and the personalized ad groups that $PINS offers and thats exactly why its 10% of my portfolio for next year. "Pinterest Predicts" is an annual report where Pinterest forecasts what the following year trends and hype will be. $PINS analyzes billions of user searches and has a 88% accuracy in predicting what the following year trend will be. Think about that one more time a platform that can tell brands and advertisers with 88% accuracy (Pinterest internal data) what their customer base of which"
X Link 2025-12-31T16:21Z [---] followers, [--] engagements
"@SergeyCYW $PINS is right up there. The improvement to their prediction models taste graphs going on behind the scenes coupled with record breaking net income and monthly active users is something market is not seeing. I have a good position in Pinterest for 2026"
X Link 2025-12-31T16:57Z [---] followers, [---] engagements
"Rule of [--] is a benchmark used for evaluating SaaS companies. It assesses the trade-off between growth and profitability and helps investors gauge if a company is growing sustainably Formula: YoY Revenue Growth (%) + EBITDA (%) 40% ✅For $PINS this is: 16% + 26% = 42%. I am definitely early but Im not wrong. https://twitter.com/i/web/status/2006432402126602578 https://twitter.com/i/web/status/2006432402126602578"
X Link 2025-12-31T18:28Z [---] followers, [--] engagements
"Add $PINS to your tracker @ValueSense_io 😄"
X Link 2025-12-31T18:32Z [---] followers, [--] engagements
"My biggest conviction no one is talking about for [----] is $PINS with a conservative 833% increase YoY in net income 2B net cash Executive team has solid tech experience (Google PayPal) the search and discovery platform which creates personalized ad groups for advertisers is a literal goldmine newest acquisition of tvscientific opens a new revenue stream for ads on TV via Pinterest targeted user profiles https://twitter.com/i/web/status/2006444023234396402 https://twitter.com/i/web/status/2006444023234396402"
X Link 2025-12-31T19:15Z [---] followers, [----] engagements
"I have a separate account on Robinhood just for $RIVN. The thesis so far is playing out well with me being up 50% on the investment - Led by founder and CEO RJ Scaringe a mechanical engineering PhD from MIT with deep expertise in automotive tech - R2 mass production kicks off in first half of [----] slashing material costs by 50% for more affordable EVs - Heavy focus on in-house autonomy tech stack advanced hands-free on +3 million miles in US. This here is whatll make them truly profitable -Tesla the car company and not the behemoth its looking to become will always need a #2 competitor and I"
X Link 2026-01-01T17:38Z [--] followers, [--] engagements
"Microsoft and Meta signing with $NBIS is still a sign we are in the early stages of the company's potential. Microsoft/Meta I would consider 'early majority' companies who represent a customer segment that adopts new technologies or signs with businesses after clear ROI and performance improvement is established. They are pragmatic avoid being first represent about a third of the total customer segment and are the most reliable bridge to 'late majority' customers (representing another 30%) who are risk-averse and adopt technologies only to avoid getting stung."
X Link 2026-01-01T20:47Z [--] followers, [---] engagements
"I may be early in $PINS but I'm not wrong. 🏅$40 price target (current: $26) for [----] is conservative and realistic. Millions of organic content + 30% more effective AI personalizing recommendations for you + precise customer profiles for brands to advertise to + new revenue stream via TV ads for Pinterest users. In [----] investors hated personalization. [----] could be the year they realize its the new business paradigm. Over the next decade average user thinking stops working. Value accrues to the companies that know their customers best. Owning the customer relationship is the new In 2025"
X Link 2026-01-01T20:59Z [---] followers, [---] engagements
"@EndicottInvests I think we say that because we're in a bull market lol"
X Link 2026-01-01T21:17Z [--] followers, [--] engagements
"I agree. Meta has billions of users across their family of products like Instagram and Facebook. The workload requirement of integrating their Llama model throughout these apps to service these users would confirm $3B is only the appetizer before the main course. Meta needs in order of priority: i) uptime reliability ii) inference optimization (lower cost per token for Meta) because the balance sheet is definitely going to be hit. https://twitter.com/i/web/status/2006841437279891873 https://twitter.com/i/web/status/2006841437279891873"
X Link 2026-01-01T21:34Z [---] followers, [---] engagements
"Locked in for [----]. 🥇 $NBIS at 35% portfolio 🥈 $PINS at 10% 🥉 $AMD around 8% Will trim and exit $HOOD in [----] and some other positions to add to Pinterest"
X Link 2026-01-02T13:36Z [---] followers, [---] engagements
"When a company prioritizes the user and customer experience first that company will always thrive (Amazon Shopify Apple and many others). Bill Ready CEO of $PINS heavily emphasizes how Pinterest should be a joyful social media a place where you can have fun not be rushed and be curious about your shopping experience similar as to how you would in a mall. One of the pieces to recreating that feeling is Pinterest Assistant. You can search for anything specific or abstract like "I want a new couch to make my apartment more vibrant" and it'll pull content from your saves your boards and from the"
X Link 2026-01-02T13:49Z [---] followers, [---] engagements
"You should expect more from this company executive leadership other than smartly timing market. What code red have they issued about their revenue share being taken by Shopify and Apple What feature are they rolling out that improves the UX in an intuitive way How are they looking to make big pivots to create new revenue streams You could cite theyre going to get into banking their stable coin will take off or new partnerships but all of this continues to be drops in the ocean and eventually an after thought https://twitter.com/i/web/status/2007122578255557055"
X Link 2026-01-02T16:11Z [---] followers, [----] engagements
"@Mayhem4Markets $PINS has millions of high quality data annotations that can help massively improve any AI's multi modal capabilities. I have 10% of portfolio in Pinterest but I actually believe in the company's future long term and not sure it makes sense considering all-time-high users"
X Link 2026-01-02T17:16Z [---] followers, [---] engagements
"So a reporter in The Information (paywalled) is making a prediction that OpenAI would buy $PINS. "According to Gehan OpenAI would be primarily interested in Pinterests image data repository existing advertising infrastructure and established merchant relationships." My thoughts (I have 10% of my portfolio in $PINS): Pinterest proprietary AI model has about 30% better accuracy than other foundation models. This is primarily because of millions of high quality image annotations (user uploads a pic puts a description on it) that is generated by millions of users daily. Training ChatGPT using"
X Link 2026-01-02T17:34Z [---] followers, [---] engagements
"To add on to this $PINS is in the best shape than it has been and accepting this bid from OpenAI to be acquired makes little sense. +16% YoY Revenue $2B net-cash +800% net-income 600M users (all time high) Owns millions of user-generated first-party data that has high quality image annotations OpenAI needs Pinterest more than Pinterest needs them. So a reporter in The Information (paywalled) is making a prediction that OpenAI would buy $PINS. "According to Gehan OpenAI would be primarily interested in Pinterests image data repository existing advertising infrastructure and established"
X Link 2026-01-02T17:41Z [---] followers, [---] engagements
"$PINS is finally getting some love on Fin X. But unfortunately it's just based on a rumor of OpenAI acquiring it which I don't believe is true. But let's say hypothetically it is. If OpenAI does acquire $PINS then I believe the minimum per share price will be $55-60 implying a $40B market cap: ✅all time high users at 600M with 50% Gen Z ✅millions of high quality image annotations that ChatGPT can be trained on to improve its multi modal capabilities ✅Strong balance sheet of $2B net cash positive cash flow and improving margins Pinterest is currently trading at 3.6x forward-sales with 4.8B"
X Link 2026-01-02T19:15Z [---] followers, [---] engagements
"I would replace PayPal with Pinterest in that list. I've a 10% position in Pinterest and couldn't be more bullish. Earning miss dropped it from $33 to $26 de-risking the stock 16% YoY growing revenue all time high 600M users Now expanding into connected TV ads for revenue (e.g Hulu Youtube on TV) https://twitter.com/i/web/status/2007526348231938049 https://twitter.com/i/web/status/2007526348231938049"
X Link 2026-01-03T18:55Z [--] followers, [---] engagements
"@moregainzs Rivian has an amazing product and I've been a shareholder since Nov'24 and what I'm most comforted by is RJ's background: Masters + PhD from MIT and has all of Tesla's journey and pains he learned from to avoid the same pitfalls"
X Link 2026-01-03T19:30Z [--] followers, [--] engagements
"@OptionsMike Pinterest does not need OpenAI. They achieved all time high user base growing revenue profitable net cash and recently unlocked new revenue stream of connected TV ads. If they do get acquired though I believe buyout is minimum 55-60 per share"
X Link 2026-01-04T15:21Z [---] followers, [--] engagements
"My $40 price target for $PINS still holds which is about 50% upside from current [--]. Ignore the buyout rumor by OpenAI: 1) OpenAI needs Pinterest more than they need them and 2) OpenAI raised $100B and $PINS minimum buy would be around $40B (55-60$ per share). So OpenAI is not spending that money and risk insolvency again https://twitter.com/i/web/status/2007849576783364394 https://twitter.com/i/web/status/2007849576783364394"
X Link 2026-01-04T16:20Z [---] followers, [---] engagements
"@moninvestor Agreed. Peter Lynch once said that people have lost far more money waiting for a correction than the actual correction"
X Link 2026-01-04T16:50Z [---] followers, [---] engagements
"@TrendSpider I exited Coinbase this past December after holding for two years and buying since $160s. I think waiting for years just to add stocks to the app was a poor unimaginative executive decision by Brian that should have been done years ago. That loss of faith is what made me sell"
X Link 2026-01-04T17:10Z [---] followers, [---] engagements
"@MrMikeInvesting People tend to miss the play of Amazon in robotics. They have what no other robotics company has. A clear opportunity to operationalize robotics at scale and reduce margins instantly"
X Link 2026-01-04T17:20Z [---] followers, [---] engagements
"@StockSavvyShay Reddit licensing its repository of threads and posts for model training can pose long-term risks for them. As LLMs train on Reddit's threads they start delivering 'first-hand' answers directly reducing traffic back to the site"
X Link 2026-01-04T19:42Z [---] followers, [----] engagements
"Simply WallSt puts $PINS fair value at $52 (from current $26). Its based on DCF and more optimistic than my valuation of $41 (assumes 50% safety margin) https://simplywall.st/stocks/us/media/nyse-pins/pinterest/news/does-pinterests-valuation-reflect-its-63-five-year-share-pri https://simplywall.st/stocks/us/media/nyse-pins/pinterest/news/does-pinterests-valuation-reflect-its-63-five-year-share-pri"
X Link 2026-01-05T01:50Z [---] followers, [---] engagements
"$PINS Up +1% on premarket so far. I hope its not because of OpenAI buyout rumors this is a fundamentally sound company post earnings price drop Simply WallSt puts $PINS fair value at $52 (from current $26). Its based on DCF and more optimistic than my valuation of $41 (assumes 50% safety margin) https://t.co/wPTUFynapY Simply WallSt puts $PINS fair value at $52 (from current $26). Its based on DCF and more optimistic than my valuation of $41 (assumes 50% safety margin) https://t.co/wPTUFynapY"
X Link 2026-01-05T02:00Z [---] followers, [---] engagements
"@aleabitoreddit You nailed Chevron. Up +10% premarket"
X Link 2026-01-05T02:02Z [---] followers, [---] engagements
"$NBIS long-term roadmap will mirror Yandex playbook via [--] go-to-market milestones. 🧵(1/3). [--]. Nebius captures niche segment of servicing enterprise model training and inference needs. For FY2027 actual revenue comes in $8B backed by hyperscaler deals & sold-out capacity"
X Link 2026-01-05T13:24Z [---] followers, [----] engagements
"2. By [----] establishes ironclad balance sheet becomes market-leader. Supply catches up to demand the pragmatists or early majority like Microsoft/Meta are fully convinced and satisfied At this stage Nebius implements two strategies:"
X Link 2026-01-05T13:24Z [---] followers, [--] engagements
"Nebius ($NBIS) positions itself in the AI infrastructure market by applying Geoffrey Moore's go-to-market strategy intersecting themselves between Amazon's AWS as the market alternative and CoreWeave ($CRWV) as the product alternative via Token Factory. Moore's framework emphasizes targeting a niche at the crossroads of established alternatives to ensure the company does not die in its early stages. What does any of this mean The market alternative for AI training and inference is Amazons AWS. The product alternative is CoreWeave. The market alternative AWS dominates with its comprehensive"
X Link 2026-01-05T15:03Z [---] followers, [---] engagements
"The product offering is solid. Now its all about go to market strategy: which customer profiles to target whats their pain point whats the target revenue opportunity and how could they service them better than CoreWeave (competing with AWS is out of the question because Nebius itself isnt mature enough yet for companies like Statefarn or Toyota). This is all precisely why they brought on Marc https://twitter.com/i/web/status/2008197737620148699 https://twitter.com/i/web/status/2008197737620148699"
X Link 2026-01-05T15:23Z [---] followers, [---] engagements
"@StockMKTNewz Priced in. Of course it is. Big tech needs to create a framework of balancing AI productivity gains vs continuing to grow their future bench of talent. Not an easy task and hence the slowdown. [----] was experimentation and appetizer tasting for AI deliverables [----] is the main"
X Link 2026-01-05T16:23Z [---] followers, [--] engagements
"Sold a $130 strike call expiring next week for $211 credit on $HOOD to sell my remaining [---] shares. Thisll mark my last tranche for Robinhood and a full exit for about 360% total gain. Bulls make money bears make money but pigs get slaughtered. Exit rules are needed"
X Link 2026-01-05T16:38Z [---] followers, [--] engagements
"@weary_centurion Investor relations have done [--] work lol. Theyre not even fluffing anything up just straight up accepting the beating"
X Link 2026-01-05T17:03Z [---] followers, [---] engagements
"$CRWV and $NBIS used to be within 1% delta of each other in terms of price movement. But that gap is widening in Nebius favor now"
X Link 2026-01-05T18:49Z [---] followers, [---] engagements
"@MontanaMatos Snapchat has to turn profitable this year otherwise it'll be a dealbreaker for the market and it'll dump further. They have the opportunity to further monetize their 900M monthly users and increase their $3.2 ARPU"
X Link 2026-01-05T19:46Z [---] followers, [--] engagements
"@ragingbullcap Snapchats biggest opportunity is increasing their Average revenue per user. It sits at $3.2 vs Reddit's (as example) $5.04 while Snapchat has higher 900M monthly active users (MAU). But they can't monetize at the cost of losing MAU so its a tough position to be in for them"
X Link 2026-01-05T19:48Z [---] followers, [---] engagements
"Good find by @Mayhem4Markets. Im contrarian on $META right now and not on board with the bulls. Zuck is implementing a massive game plan that can be described as AI-innovation or die with their CapEx as % of revenue being highest among all companies. This might payoff. But this effort is a multi year wait. Year [--] = Focus on planning. Frameworks SOPs and investment Year [--] = Execution just begins by end of year [--] is when we start seeing the INITIAL results Year [--] = full yields and ROI is realized I still think were in Year [--] and expect more pain from $META .@ylecun is now saying the quiet part"
X Link 2026-01-05T20:19Z [---] followers, [---] engagements
"$PINS remains my second biggest bet after Nebius and Fin X is totally silent on it [--]. 600M MAU all time high and growing. [--]. $2B net cash 16% YoY growing revenue profitable [--]. Their proprietary AI is now proactively recommending products and pins using personalized taste profiles achieved through millions of first-party data they own [--]. Advertisers and brands love Pinterest because Pinterest provides higher conversion and they now will provide ad space for TV ads [--]. Stacked Executive team (Google PayPal and others) https://twitter.com/i/web/status/2008274846795407385"
X Link 2026-01-05T20:30Z [---] followers, [----] engagements
"@MarkosAAIG was one of the first people that taught me something on X (his deep dive on Sovereign AI). Very underrated account high quality Quick recap on risk and liquidity like I stated during December. When a lot of people were worried about $IREN and $NBIS movement staying pretty flat I was telling you guys already that this is not the time of the year to think about that. In November and December for funds Quick recap on risk and liquidity like I stated during December. When a lot of people were worried about $IREN and $NBIS movement staying pretty flat I was telling you guys already"
X Link 2026-01-06T01:51Z [---] followers, [--] engagements
"Going to drop my first X article tomorrow on $PINS and providing evidence-backed counter-arguments against all main analyst points to show why they're wrong. Hoping this will help explain my bullish position on a completely dead-stock (Fin X engagement wise)"
X Link 2026-01-06T04:27Z [---] followers, [---] engagements
"First article dropped. Covers key analyst concerns and my counter arguments as well as my price targets for base and bull case on $PINS Pinterest. Think of it as a more comprehensive view on the company direction. https://x.com/akbarinvests/status/2008552056311738514s=46 Going to drop my first X article tomorrow on $PINS and providing evidence-backed counter-arguments against all main analyst points to show why they're wrong. Hoping this will help explain my bullish position on a completely dead-stock (Fin X engagement wise) https://x.com/akbarinvests/status/2008552056311738514s=46 Going to"
X Link 2026-01-06T15:48Z [---] followers, [---] engagements
"Might be early but Im not wrong. Added [---] more shares to $PINS today. 🥈Its now 12% of my portfolio"
X Link 2026-01-06T16:33Z [---] followers, [---] engagements
"How could $NBIS potentially take on Amazons AWS and become the AI hyperscaler 1/4🧵 Let's compare Nebius vs AWS core and whole product offerings and try to understand where Marc Boroditsky is coming from when he says "AI hyperscaler" or "AWS of AI" The first rule in go-to-market strategy is you need to disrupt a specific segment (covered earlier) but also become better at delivering the core product. Nebius's core offering is specialized high-performance GPU capacity for AI training and inference and that segment is big enough to matter. AWS's initial core offering and go-to-market strategy"
X Link 2026-01-06T16:52Z [---] followers, [---] engagements
"2/4 🧵 Now on to the whole product offering: The whole product of $NBIS adds managed services developer tools managed platform white-glove support direct from engineers market platform for tools RobotOps (newest) and sovereign AI stacks to make it a complete easy-to-adopt solution. The key is complementary value added services that would take too much resources for AWS to keep up with. https://twitter.com/i/web/status/2008582475669184689 https://twitter.com/i/web/status/2008582475669184689"
X Link 2026-01-06T16:52Z [---] followers, [---] engagements
"Media is catching up what I've been calling out in my latest article and the past posts about $PINS Pinterest shift to integration with TV-ads (I'm a tiny account lmk what you think of my content) TLDR: Pinterest has launched a six-episode shoppable CTV series called "Bring My Pinterest to Life" on Roku featuring creator-hosted DIY transformations with brand integrations from Wayfair eos and Michaels allowing viewers to seamlessly save pins and make purchases directly from the show. https://www.adweek.com/social-marketing/pinterest-shoppable-ctv-series-turns-pins-into-purchases-on-roku/"
X Link 2026-01-06T20:06Z [---] followers, [---] engagements
"@nataninvesting PainPal always gives that feeling. Until it drains you of optimism by a slow bleed of mediocrity over the years"
X Link 2026-01-06T20:25Z [---] followers, [---] engagements
"Finally someone else is talking about it (Im a tiny account no one sees) Ive been posting about the specific valuation and its value add for last two weeks. My base case is $41 and bull case $60 for $PINS. Also wrote my first X article addressing all the main points of Analyst downgrades: https://x.com/akbarinvests/status/2008552056311738514s=46 https://x.com/akbarinvests/status/2008552056311738514s=46"
X Link 2026-01-06T21:36Z [---] followers, [----] engagements
"The bigger accounts are finally talking about $PINS I have now 12% of my portfolio in Pinterest To add to this post below: Pinterest has +30% better accuracy in visual search and recommendation than foundation models. This is because of millions of organic content of image annotations that is posted by millions of users which proprietary AI feeds off of. Imagine this: You open Pinterest and type anything youre interested in plus a few descriptors. With AI baked in it instantly understands your taste and starts serving insanely personalized spot on ideas and products that actually match your"
X Link 2026-01-06T21:39Z [---] followers, [---] engagements
"Expanding on this a bit more. I believe Pinterest being acquired in [----] is highly unlikely. $PINS trades at 3.6x forward sales at $26 per share vs industry average of 8.2x which puts it at about $60 (or $40B marketcap). OpenAI (the rumor) is raising $100B they would need to spend 40% just to acquire Pinterest Other candidates are hyperscalers but all of them like Amazon Oracle Meta and Google have spent billions on AI infra to capture more compute for model training and inference. It wouldn't make financial sense for them. @pepemoonboy @JD_Answers @pepemoonboy If $pins were to get acquired"
X Link 2026-01-06T23:40Z [---] followers, [---] engagements
"The [--] analysts: Wedbush Rosenblatt and Morgan Stanley are all essentially citing soft revenue guidance ($PINS lowered by only 1% for Q4'25) AI-chatbots taking their share (unfounded they are missing the personalization algorithm moat of $PINS) and low advertiser diversity (they're addressing via going into TV-ads (e.g Roku). They've totally given generic rationale for their downgrades. The stock was expensive before but now they've swung to the other extreme end. This is my second highest position right after Nebius for [----] and one of the most underrated and undiscussed stocks in Fin X"
X Link 2026-01-06T23:45Z [---] followers, [---] engagements
"$PINS offers 50-120% upside but they have strong competition with $RDDT or $SNAP so heres the most straightforward analysis I could provide: (I'm a tiny account follow if you want to see more) Reddit $RDDT You buy Reddit if you believe their explosive revenue growth (69% YoY to $1.5B over nine months) and MAU expansion (42% YoY to 850M) will persist through targeted ads and data licensing. Con: High valuation at 14.4x forward P/S bakes in perfect execution leaving little room for any growth slowdown. Pinterest $PINS You buy Pinterest if you believe their MAU (12% YoY to 600M) and revenue (16%"
X Link 2026-01-07T13:27Z [---] followers, [----] engagements
"Pepe's post describing the user experience for Pinterest users (well put together): https://x.com/pepemoonboy/status/2008617361557856356s=20 FinX is about going deeper than the surface connecting dots early and studying trends before theyre obvious. This is my personal research journal not a playbook for anyone else. Were a community and right now this community is learning and winning together. With that https://x.com/pepemoonboy/status/2008617361557856356s=20 FinX is about going deeper than the surface connecting dots early and studying trends before theyre obvious. This is my personal"
X Link 2026-01-07T13:27Z [---] followers, [---] engagements
"@pepemoonboy @thewealthtrap I appreciate you man🙌. Pinterest is probably going to start gaining momentum from here on out this year well also see the first initial results of Pinterest x TV ads"
X Link 2026-01-07T14:08Z [---] followers, [--] engagements
"@InvestwithDoc Thanks for the feedback but here's what I'm seeing: over +850% net-income growth YoY to $140M or +200% on a QoQ basis. If you mean net income as a margin then it sits at about 5% for nine months ended [----] or 9% for three months ended [----]. What do you think"
X Link 2026-01-07T14:25Z [---] followers, [--] engagements
"Thank you Sergio It means a lot to me my goal was [---] followers this year 😄. I made Pinterest +10% of my portfolio a couple weeks ago: [--]. My wife has been using it daily for years. Its a truly unique algorithm and experience that ChatGPT recommendations or generation cannot replace [--]. +800% net income growth $2B net cash [--]. Ex President of Google Payments or ex COO of PayPal alongside a VP of Google lead it [--]. They flew too high (ATH around $90) and are now down to totally depressed levels Ill be doing a deep dive this week on their tvscientific acquisition that paves the way for Pinterest"
X Link 2026-01-07T14:46Z [---] followers, [---] engagements
"Thank you Momentum is only building we are early. The market does not understand the synergy of combining Pinterest unique algorithm of knowing deeply what its users wants to buy with the execution and reach of connected TV ads (est. $42B ad spend expected in CTV). Will post a deep dive on CTV acquisition on Friday https://twitter.com/i/web/status/2008955120948793512 https://twitter.com/i/web/status/2008955120948793512"
X Link 2026-01-07T17:33Z [---] followers, [--] engagements
"Unfortunately I lost faith in Brian. I held Coinbase for two years and sold after I saw him reveal stock trading on the app. Hear me out: We saw how year after year Robinhood captivated GenZ and millennials drawing them to the platform and making them stick. He observed this for years as Robinhood grew and improved and created a moat around its UI so YEARS later Brian decides Im going to do that too I expected innovation within the crypto domain a crossing over to the appeals of the majority of users who could bring revenue I expected something more than just being a copycat. The worst part"
X Link 2026-01-07T23:18Z [---] followers, [--] engagements
"Let's talk about how LLMs will affect $RDDT and why I think Reddit is forfeiting its moat. CEO Steve Huffman in Q2 earnings call: "So I think one of the things that we've learned particularly through the data licensing deals is. how essential Reddit is to AI or LLMs as we know them and the next generation of search." Does Steve know that AI may make his company obsolete I'll keep it high-level because getting into model-training is a topic of its own. LLMs use the same data that is available on the web to provide the answers to you. Common Crawl is one method which is a repository that anyone"
X Link 2026-01-08T19:53Z [---] followers, [---] engagements
"Oh I see what you mean now. Yes there will always be new high quality content on there for sure. But some more restrictive access is needed because LLMs are able to infer new solutions from older data. For example going back to the car trouble example Reddit will have the exact same model and the exact answer you need. But the LLM for 80% of the users might still give you an accurate answer by referencing old Reddit data and scraping some other non Reddit source. In other words once the core data has been scraped off Reddit and all that its remaining is edge case data then LLMs will still be"
X Link 2026-01-08T20:47Z [---] followers, [--] engagements
"@bubbleboi That company makes things that I cant even pronounce or care to understand because its so out of my domain knowledge. If you went in because of @aleabitoreddit being bullish but not understanding why she was bullish on it just means you were gambling. Not a rug pull"
X Link 2026-01-08T23:43Z [---] followers, [----] engagements
"@itschrisray $PINS proprietary AI that enables 600M users to find and buy what they're looking for (generating ad-rev) and now will integrate Pinterest's taste profile with TV-ads tapping into $42B ad-spend market. Wrote an article just one hour ago covering the CEO platform and catalyst"
X Link 2026-01-09T16:14Z [---] followers, [----] engagements
"Everyone I am sorry but $PINS is just not hot right now with all the stratospheric rises in other companies in energy and defense and getting reach for this company is crazy difficult. I can only provide facts and evidence. So here's another: Institutions have been quietly loading up on $PINS shares since Q4 including Blackrock. I might be early but I'm not wrong "BlackRock Inc. has disclosed a significant ownership position in Pinterest Inc. Class A common stock. As of 12/31/2025 BlackRock reports beneficial ownership of [--------] Class A shares representing 10.0% of the class.""
X Link 2026-01-09T16:29Z [---] followers, [----] engagements
"I play 90/10 stock and options as an investor. Took a small position in founder-led $ETOR today for July [--] [----] $35 strike call option. eToro is a social trading platform that has a cool CopyTrader technology where you can copy other investors AI tools for personal insights and has a broad system covering trading investing wealth management and new banking services. For Q3 [----] eToro ($2.7B cap) had net income of $57 million (up 48% year over year) and rocks $1.2B cash position. Highly likely some form of acquisition or major investment by eToro in next couple months. Their cash is almost"
X Link 2026-01-09T17:12Z [---] followers, [---] engagements
"This is not a drill companies like Reddit will lose their moat if they continue to allow Google & OpenAI to use their high-quality data. Bill Ready CEO of Pinterest is confirming my previous post's (in reply) bearishness on how $RDDT is giving up its moat by licensing it away to Google & OpenAI "AI is reviving fundamental questions about how information is valued.Too much content is being scraped and used to train models without a reasonable exchange of value going back to the people and companies that created it. If we dont fix that we dont just put individual businesses at risk we weaken"
X Link 2026-01-09T23:40Z [---] followers, [---] engagements
"When I see other investors YTD gains of [--] [--] or 50%+ it really rattles me. Like Im totally missing out on something clear as day. This is when my tenets (ie rules) help. All of the gainers are in sectors like energy commodities defense and quantum. I simply do not have domain knowledge and am not an end user of these sectors so I dont invest. Anyone else have similar rules https://twitter.com/i/web/status/2010030011747540996 https://twitter.com/i/web/status/2010030011747540996"
X Link 2026-01-10T16:44Z [---] followers, [---] engagements
"Its quite interesting how this concept that GPU depreciation will be the end of CoreWeave or Nebius has festered. Jobs have different requirements you can do batch training which service providers offer discounts for because its interruptible and less demanding and doesnt require latest tech Similarly you can do finetuning which also isnt demanding because youre just adapting pre trained models It gets real when you are rolling out a chat bot for millions or billions of users but those use cases are proportionally small https://twitter.com/i/web/status/2010033554881642565"
X Link 2026-01-10T16:58Z [---] followers, [---] engagements
"I think the issue is more tied with acquisition size. Netflix is ready to spend $80B and this is where your logic is defensible: how can you be ready to spend so much on one company That must mean youve exhausted all other options But smaller acquisitions that offer complementary value happen all the time and should continue https://twitter.com/i/web/status/2010038226132840922 https://twitter.com/i/web/status/2010038226132840922"
X Link 2026-01-10T17:17Z [---] followers, [---] engagements
"The pie will expand organically but it all rests on individual companies execution to determine who is going to be successful. CoreWeave is going all chips on table high debt large borrowing large upfront investment and big contractual obligations secured. In other words go go go go. Nebius is a measured approach. Sustainable debt targeting niche segment and ensuring satisfaction of small cap public and private companies and steady execution This game is theirs to lose. CoreWeave is taking high upfront risks and stand to benefit the most and totally eclipse the competition but risk near"
X Link 2026-01-11T01:06Z [---] followers, [---] engagements
"FinX is seeing incredible gains in Quantum commodities defense energy and space. Unfortunately I wont be one of them. I just dont know anything about it and I enforce my rules to stick with consistent year over year gains. Otherwise I lose money. But theres always money to be made if youre looking in boring companies or sectors. Tomorrow Ill provide a high level overview on restaurant tech company: $TOST Im quite surprised at the low valuation ($21B) and $35 share price because their earnings were incredible https://twitter.com/i/web/status/2010389351876710716"
X Link 2026-01-11T16:32Z [---] followers, [---] engagements
"@MMatters22596 Im making a series of deep dives on $TOST inspired by your initial fib technical analysis. Will be dropping it tomorrow and look forward to your feedback"
X Link 2026-01-11T22:55Z [---] followers, [---] engagements
"@pepemoonboy Using the average for this metric is not a valid way to look at it imo. Fidelity and Charles Schwab has millionaire and multi-millionaires from decades of investing. If you want the "typical" they should have used median"
X Link 2026-01-12T13:38Z [---] followers, [---] engagements
"Inspired by @MMatters22596 technical analysis on $TOST I'll be deep-diving the company and documenting my journey on X to determine for myself if its a buy or not. I have never seen so much green in a company that is down -2% for past year and hovering at $35 per share at $21B market-cap. I present to you $TOST a leading all-in-one cloud-based restaurant technology platform that provides point-of-sale payments and operating software to restaurants and food businesses. Toast Inc ✅$4.5B revenue (+25% YoY) and expected to deliver 4th year of consecutive revenue gains ✅$2B Annualized recurring"
X Link 2026-01-12T13:39Z [---] followers, [----] engagements
"I believe in the Rivian growth story. By the time your worry on early stage economics stabilizes the price would already start skyrocketing. Main theses: RJ their CEO has a PhD in mechanical engineering and automotive experience. Enough cash to continue operations Avid Tesla FSD users say Rivian is about [---] years behind +3 million miles of roads supported Amazing product that customers rate higher satisfaction than Tesla and R2 is expected to be better A solid #2 competitor in any market is needed and no one comes close to second place than Rivian Pic from my separate Robinhood account that"
X Link 2026-01-12T14:48Z [---] followers, [---] engagements
"@LiebermanAustin Many softwares are at risk application AI models will slowly be absorbed by foundation/frontier model capabilities. The sooner these companies like Duolingo or Reddit realize their moat is actually data and not necessarily the function the better"
X Link 2026-01-12T15:01Z [---] followers, [----] engagements
"@moninvestor Plenty of more opportunities in other sectors too which also happen to be simpler to understand. Pinterest on a fundamental basis and likely Toast as a growth story (my deep dive ongoing) would be a couple names"
X Link 2026-01-12T15:39Z [---] followers, [----] engagements
"$PINS up this morning. It has been slowly rising over the course of last few weeks since my buy on Dec [--] [----] Guess what happened after the 20% drop in $PINS price after Q3 earnings Hedge funds loaded up on net 13.5M shares. And I remind you that BlackRock now has 54M shares in Pinterest. Cooling of price action coupled with growing revenue and net income is always a no brainer for https://t.co/ReCUBPFvPo Guess what happened after the 20% drop in $PINS price after Q3 earnings Hedge funds loaded up on net 13.5M shares. And I remind you that BlackRock now has 54M shares in Pinterest. Cooling"
X Link 2026-01-13T14:48Z [---] followers, [---] engagements
"For the Reddit bulls as the Feb [--] earnigns report approaches. Pay close attention if they still maintained a strong growth in DAU. Any weakness in this critical metric confirms my prior post that they are forfeiting their moat through content-licensing. In other words Google/GPT giving the same answers redditors would reducing traffic back to Reddit. https://twitter.com/i/web/status/2011100173494026555 https://twitter.com/i/web/status/2011100173494026555"
X Link 2026-01-13T15:37Z [---] followers, [---] engagements
"Todays investment thoughts [--]. $TOST might be a great growth play but not value play. Follow my deep dive series as I unfold my logic to you before buying [--]. $ASAN is trading at $12. Its lowest Ive ever seen it. Dont forget its founder Dustin Moskovitz has bought millions of shares at [--] [--] and $50 cost average. He either has conviction in long term roadmap or its sunken cost fallacy [--]. Looks like by price action Im right on $PINS. My base case still stands at $41 and bull at $60. See my pinned article for a starting point and my many posts on it since December [----] Im a tiny account and"
X Link 2026-01-13T20:32Z [---] followers, [---] engagements
"@StockChaser_ Pointing at a chart going up in a comical fashion upwards is silly work"
X Link 2026-01-13T23:48Z [---] followers, [---] engagements
"Let's finish with how I think the Trump administration will provide a tailwind to Toast and the biggest bear-case for $TOST. For those seeing this for the first time I am compiling my bull case in front of you before I take a position to show you the journey. Let's dig in. Top [--] Catalysts from Trump's Policies Benefiting Restaurants No Taxes on Tips: Trump's policy eliminating federal taxes on tips directly boosts take-home pay for servers and staff improving retention and morale in a high-turnover industry. One of the most unreliable factors in this business is scheduling consistency and"
X Link 2026-01-14T14:48Z [---] followers, [---] engagements
"Applications and application AI models like either Duolingo or Reddit will have a tough time ahead as frontier models continue to get smarter and start taking over their market share. Their current moat of UX will make it harder but only in the short term imo (in other words Duolingo is more preferable to use as a user still) https://twitter.com/i/web/status/2011490911239225615 https://twitter.com/i/web/status/2011490911239225615"
X Link 2026-01-14T17:29Z [---] followers, [----] engagements
"$META bulls totally miss how slow moving large organizations are and how they don't deliver instant yields after a major pivot or strategy shift. Don't expect instant rebounds. Here's the real timeline most investors miss speaking from experience: YEAR 1: Planning heavy investment internal deliberation what will we do when why and how (Meta announces $70B in CapEx rolls out Llama foundation model begins massive integration of AI into their platforms). Market gets hyped on the announcements in AI such as promise of increased AI investments and stock often rallies on the vision. YEAR 2:"
X Link 2026-01-14T20:56Z [---] followers, [---] engagements
"Markets are pricing in that frontier AI models will eat away at the user-base and market share of apps like $DUOL and hence why its really down 50% () so far. But I think it that's too narrow-minded and I expect short-term recovery. Frontier models are being expertly finetuned by industry professionals (xAI hires actual "AI tutors") trained with massive amounts of data through content-licensing and continuously learning from user-interactions to create synthetic content (AI-generated content). They will be able to replicate the same FUNCTION as $DUOL but the key differentiator is the USER"
X Link 2026-01-15T16:22Z [---] followers, [---] engagements
"Its because of lack of understanding. In addition to providing exceptional user experience another moat companies can create is data. But stupidly (imo) $RDDT is giving up its biggest moat to Gemini and OpenAI so soon these models will give the same high quality responses you can expect from Reddit website. I made a couple posts on Reddit as well theyre in trouble if they dont stop https://twitter.com/i/web/status/2011841267672453423 https://twitter.com/i/web/status/2011841267672453423"
X Link 2026-01-15T16:41Z [---] followers, [---] engagements
"@CaesarCapitalz How did you do it Im really struggling to get views and impressions"
X Link 2026-01-15T16:42Z [---] followers, [--] engagements
"@schinskytrades Correct and the Q4 spike in revenue has likely been not priced in here either"
X Link 2026-01-15T16:43Z [---] followers, [--] engagements
"Heres a really good post by @CMDarnton0 that goes much deeper on the broader thesis I just mentioned: learning optimization is behavioral (UX) and not functional based: https://x.com/cmdarnton0/status/2011563222424568121s=46 DUOLINGO IS NOT A "LANGUAGE APP". IT IS A BEHAVIORAL MACHINE FOR LEARNING. I just bought $100000 of $DUOL. Heres why I believe it can reach $2000 per share 👇 Everyone thinks AI will kill Duolingo. Theyre wrong. AI does not replace learning. It amplifies it. And https://t.co/Kxc2cEJGdr https://x.com/cmdarnton0/status/2011563222424568121s=46 DUOLINGO IS NOT A "LANGUAGE"
X Link 2026-01-15T17:12Z [---] followers, [---] engagements
"@CMDarnton0 Just attached your thread to one of my posts. We are fully aligned in the thinking and great deep dive"
X Link 2026-01-15T17:14Z [---] followers, [---] engagements
"Agreed and i think youre describing more than just patience: Retail investors that outperform institutions are usually those that have actually touched tried or seen the product in action. They have the real world experience to know there is a market need beyond just looking at 10Qs https://twitter.com/i/web/status/2011855581670223942 https://twitter.com/i/web/status/2011855581670223942"
X Link 2026-01-15T17:38Z [---] followers, [---] engagements
"@TheProfInvestor A key pillar in Peter Lynchs book One up on Wall Street is that retail investors have the advantage over institutions because they actually have used the product and know its quality and not just reading over SEC filings. Its a integral part of my investing philosophy"
X Link 2026-01-15T19:41Z [---] followers, [---] engagements
"@itschrisray @aleabitoreddit Is anyone on FinX influential enough to move millions Barring Elon or a hedge fund CEO saying something I dont there is someone"
X Link 2026-01-15T20:22Z [---] followers, [----] engagements
"They have a few successful metrics but one that hasnt been priced in (judging by depress stock price) is net income going from [----] cent loss to [----] loss. Q3 also saw increased margins from memory sales (30% of their revenue) and with the RAM shortages and Corsair being a household name for gamers the margins will likely increase more to deliver them their first profitable quarter https://twitter.com/i/web/status/2012153988863397967 https://twitter.com/i/web/status/2012153988863397967"
X Link 2026-01-16T13:24Z [---] followers, [--] engagements
"In your investing experience what were some of your slept on stocks that went parabolic later"
X Link 2026-01-16T14:18Z [---] followers, [--] engagements
"@investingluc Good take Luc. Ill also add that I think $TOST stands to benefit well from any improvements in consumer spending. Its the restaurant tech leader that gives all-in-one platform for restaurants payments payroll and inventory. I made a deep dive series on it as well crazy growth"
X Link 2026-01-16T14:22Z [---] followers, [---] engagements
"@sak864208 If it goes to $30 then Im going easily 20% of portfolio back into it ha Vlad would need to have a massive fiasco for that to happen though. Thats doom and gloom pessimism if it happens"
X Link 2026-01-16T23:09Z [---] followers, [--] engagements
"Just when you thought it was going to be smooth sailing for your stocks: [--]. Trump putting 10% tariffs on Europe if no Greenland acquisition deal is reached [--]. Elon suing OpenAI Mr. Market is going to be in a frenzy next week The first one might fall into the @KobeissiLetter playbook and were in for a fiery back and forth between state leaders until an amicable solution The second one shakes things up for all companies involved in OpenAI circular funding: $ORCL $AMD $NVDA and stray bullets will likely be caught by $NBIS and $CRWV on it too. https://twitter.com/i/web/status/2012574347135737924"
X Link 2026-01-17T17:14Z [---] followers, [---] engagements
"$NVDA was one of my biggest mistakes in my investment career when I sold it all in [----] for about +330%. I began buying when Biden shut off China sales. My theses were quite straightforward: 1) Best in class supplier of GPUs for commercial and household 2) Top engineers and proven moat 3) Billions of cash. They'll figure something out. And then came everything with AI and rest is history. https://twitter.com/i/web/status/2012584109810291116 https://twitter.com/i/web/status/2012584109810291116"
X Link 2026-01-17T17:53Z [---] followers, [---] engagements
"@GVDInvestor @pepemoonboy It really feels like that man. One day youre a small time investor picking stocks like Robinhood and ETFs and next youre talking about the latest battery storage tech thats pre-revenue"
X Link 2026-01-18T14:04Z [---] followers, [--] engagements
"@Halal_Stocks_ @KobeissiLetter Yeah thats actually what Kobeisi is predicting Stocks drops on fears buyers step in and it rallies a bit but then it drops again due to uncertainty. Timing is going to be difficult though"
X Link 2026-01-18T14:05Z [---] followers, [--] engagements
"Youd already be accumulating at lower cost average than most investors here lol. It depends on how you look at Duolingo you either value based on fundamentals like TTM P/E or you value based on growth like forward P/S. But either way you need to be able to be convinced that subscription revenue will continue to increase Dont believe the FOMO that some people are posting about it going to 1T https://twitter.com/i/web/status/2012889711707123762 https://twitter.com/i/web/status/2012889711707123762"
X Link 2026-01-18T14:07Z [---] followers, [--] engagements
"@RJCcapital The primary success metrics are clear [--]. Dominate the western hemisphere [--]. Ensure stock market reaches all time highs [--]. Drive economic growth not through reducing debt but by increasing revenue by any means necessary aided with AI-driven productivity gains"
X Link 2026-01-18T14:25Z [---] followers, [--] engagements
"The markets overreacting by selling off these SaaS stocks on fears that AI models will wipe out their edge. Check out these [--] beaten down stocks with highest drawdown in past year👇 Which one should I do a series on $DUOL (-72% loss) Duolingo teaches languages through a fun gamified app that builds daily habits. It trades at 5.5x to 7.8x forward price to sales. $MNDY (-63% loss) Monday .com runs customizable no-code work management boards for team task tracking. It trades at about 5.5x to 6x forward price to sales $DOCU (-43% loss) DocuSign provides smooth electronic signatures and contract"
X Link 2026-01-18T15:47Z [---] followers, [---] engagements
"@zhanglixiang779 Base case: $40. Bull case: $60. Check out this post I made that goes more into it if interested: https://x.com/AkbarInvests/status/2004286401894834520s=20 Why $PINS is my newest add for [----] 🚀 -Depressed 3.6x forward sales (industry 8.2x) -Proprietary AI flywheel at 30% better recommendations than other foundation models and proactive personalization -Target $41.70 61% upside from $26 🧵 Building on my previous bullish https://t.co/RE4xS2SlnK https://x.com/AkbarInvests/status/2004286401894834520s=20 Why $PINS is my newest add for [----] 🚀 -Depressed 3.6x forward sales"
X Link 2026-01-18T16:00Z [---] followers, [--] engagements
"Appreciate it [--]. User-experience and the stickiness of the product. It's not enough for AI-models to replicate the same function as SaaS users value the whole product experience. For example on Docusign companies continue to use it because their customers already know how to use it and it makes the most important part of the transaction (signing the deal) easy. They don't need any disruption in their revenue. Another example is Duolingo Google recently launched a experimental version of it and while it does fulfill the same core function of Duolingo of translating and teaching it's nothing"
X Link 2026-01-18T16:11Z [---] followers, [--] engagements
"@Mr_Derivatives Only in a bull market"
X Link 2026-01-18T16:24Z [---] followers, [---] engagements
"@prompt_father Totally agree. I think I'll take Docusign as a case-study as the simplest to understand business that's just getting hammered. Switching from Docusign to another product risks losing the customer-base that is already accustomed to using Docusign for business transactions"
X Link 2026-01-18T18:22Z [---] followers, [--] engagements
"@DrTomsLens Love to see the conviction Hope it plays out well for you. Id also add to your last point that the tailwind for these companies will come from their own proprietary AI utilizing their own companys first party data to reduce reliance on general purpose LLMs"
X Link 2026-01-18T19:47Z [---] followers, [---] engagements
"@ManzTrades There are several companies in this list that presents an incredible opportunity. Im planning on dropping my deep dive on $DOCU tomorrow morning"
X Link 2026-01-18T21:05Z [---] followers, [---] engagements
"@TradingPulseX Couldnt agree more. Ill be dropping a $DUOL deep dive today or tomorrow that covers themes like high switching costs SaaS moat and how AI is a tailwind not a headwind. Look forward to your thoughts when it drops"
X Link 2026-01-19T13:19Z [---] followers, [--] engagements
"@Mr_Derivatives [---] followers here :) Follow for me for evidence-based research on primarily SaaS companies (currently deep diving Docusign) and misunderstood gems like Pinterest"
X Link 2026-01-20T01:19Z [---] followers, [--] engagements
"@Benbburman That's smart. I think we see $40 easily this year. I'll make a post on how underappreciated the tvScientific acquisition is and completely missed by analysts. It combines Pinterest taste profiles of users and connects it to 95% of homes that stream TV. Crazy stuff"
X Link 2026-01-20T04:33Z [---] followers, [--] engagements
"Just made a deep dive on how Docusign fears are overblown: first-party data ownership powering their proprietary AI delivers the whole product experience which customers love and high switching costs due to potential disruption. Same goes for other SaaS Let me know what you think tiny accounts are tough to get reach https://twitter.com/i/web/status/2013616072612511995 https://twitter.com/i/web/status/2013616072612511995"
X Link 2026-01-20T14:14Z [---] followers, [--] engagements
"@StockMKTNewz Made a deep dive on $DOCU. Good investment opportunity. Fears are overblown"
X Link 2026-01-21T03:14Z [---] followers, [---] engagements
"I crossed over +250 followers recently But I think Im going to be more quiet on X going forward. I enjoy writing and financial markets is a passion but when there is minimal impressions or reach its quite demoralizing (Am I talking to the void). Ill continue to post only evidence-based insights for my current following but will be reducing frequency as the benefit vs me putting hours in X is just not worth it right now. That being said Im STILL IN with my conviction companies: 🥇 $NBIS - been a Yandex investor since [----] without selling and I understand well the leadership team behind Nebius"
X Link 2026-01-21T13:43Z [---] followers, [---] engagements
"Thanks for the feedback. Its a combination of heuristic based rules (e.g does cash on hand cover at least 50% of liabilities) and deeper dive on what exact value does their product offering provide High level: -improving financials -leadership has the background or experience in the industry they are leading (eg RJ Rivian CEO has PhD in mechanical engineering) -does the product provide meaningful value This one is most important. I need to ensure I have domain expertise in the area or I need to be a customer of the product (eg Ive signed documents using DocuSign before and loved it)"
X Link 2026-01-21T18:26Z [---] followers, [--] engagements
"Safer that way and still relatively cheap. A big catalyst that is not priced in with Pinterest stock price is the acquisition of tvScientific its a layer that'll allow Pinterest user-profiles to see relevant ads on their streaming devices. But its an acquisition so it'll have organizational challenges (ie who reports to who who is doing what how do we integrate) which may lead to the initial returns showing up only in Q3'26 books. Or we might see some analysts finally wake up and watch re-ratings come in post Q4 earnings in Feb. https://twitter.com/i/web/status/2014077167483650423"
X Link 2026-01-21T20:46Z [---] followers, [--] engagements
"@schinskytrades I think that's a smart move. Market is totally pricing out the move to profitability in my opinion but let's see what Q4 earnings show"
X Link 2026-01-22T14:33Z [---] followers, [--] engagements
"@BobbyFinanceX I wish nothing but the best for META bulls. But I predict the market will be shaken after Meta reports all the CapEx theyre incurring and weakening balance sheet"
X Link 2026-01-22T18:46Z [---] followers, [--] engagements
"Emotional discipline and rule-based investing is the core of my investment philosophy. It's what helped me beat the SP500 for the last 3+ years. In the long-run it trumps even domain knowledge. As you navigate today's euphoria around AI energy commodities and defense and you feel your heart pounding and FOMO overtaking you remember this simple quote from Ben Graham's book 'The Intelligent Investor': "Mr. Market's job is to provide you with prices; your job is to decide whether it is to your advantage to act on them. You do not have to trade with him.just because he begs you to" Mr. Market can"
X Link 2026-01-22T20:52Z [---] followers, [---] engagements
"Ive been buying $NBIS / Yandex since [----]. Seeing so many investors wanting $NBIS to just cross a certain price point or just get added to some additional index fund to send it higher or have someone influential like Jensen speak positively about it really show me they do not comprehend whats in front of them. Stop looking at the price chart. Look at the executive leadership look how they launched and scaled Yandex (Search - Taxi - Market - Cloud). Look at the product offering from being IaaS PaaS to now moving into operationalizing robotics AI. We are so early but damn guys this takes time"
X Link 2026-01-23T14:55Z [---] followers, [---] engagements
"@GVDInvestor Just a few months ago it was Advanced Money Destroyer Ignoring noise pays off"
X Link 2026-01-23T15:59Z [---] followers, [--] engagements
"My previous breakdown for those interested https://x.com/AkbarInvests/status/2013608313661862254s=20 You don't know what you're talking about when you say "AI eats the lunch of SaaS". Let's use $DOCU as an example. NRR the most important metric for SaaS is up FCF margins are improving and it'll continue to deliver value in the AI era through: 1) whole product experience https://t.co/1lzSF2OMc2 https://x.com/AkbarInvests/status/2013608313661862254s=20 You don't know what you're talking about when you say "AI eats the lunch of SaaS". Let's use $DOCU as an example. NRR the most important metric"
X Link 2026-01-23T16:28Z [---] followers, [---] engagements
"Sunday investment thoughts: [--]. $AMD is a well run company poised to take the remaining market that Nvidia couldnt service. [--]. $AMZN has the chance to surprise the world with its robotics operationalization. No bleeding edge tech just putting them to work in their warehouses [--]. [----] is going to be the year to load up on SaaS because vibe coding is just a fad https://twitter.com/i/web/status/2015443126618345749 https://twitter.com/i/web/status/2015443126618345749"
X Link 2026-01-25T15:14Z [---] followers, [---] engagements
"@MoInvestingHQ Thats similar to how Im thinking. Meta is a hold long term but investors always get shaken out from a weakening balance sheet short term"
X Link 2026-01-25T17:26Z [---] followers, [--] engagements
"@stevehou I keep posting about the same damn thing. Market has given great investment opportunities into SaaS with years of established relationships and integrations. No one will risk revenue disruption because of AI reducing barrier of entry into coding"
X Link 2026-01-25T18:22Z [---] followers, [---] engagements
"@QualityInvest5 PG is a dividend play. Itd be around $13K with dividends"
X Link 2026-01-26T05:43Z [---] followers, [---] engagements
"Guess what happened after the 20% drop in $PINS price after Q3 earnings Hedge funds loaded up on net 13.5M shares. And I remind you that BlackRock now has 54M shares in Pinterest. Cooling of price action coupled with growing revenue and net income is always a no brainer for me. https://twitter.com/i/web/status/2010768322917515648 https://twitter.com/i/web/status/2010768322917515648"
X Link 2026-01-12T17:38Z [---] followers, [----] engagements
"$TOST Why is a restaurant tech leader with 25%+ growth which turned profitable trading at just 3.3x forward sales Let's continue my $TOST series as I build my bull case in front of you before taking a position. -- Toast is a restaurant tech company that provides all in one software and hardware for small to medium food businesses. As of Jan [--] its a $20.8B company trading $35 per share (-12% last [--] years). What does it do What are their strengths Let's dig in. What it does It is the platform for all the fragmented processes that a cafe or restaurant has (e.g staffing payments payroll"
X Link 2026-01-13T14:21Z [---] followers, [----] engagements
"$RDDT is down from $250s to 230s since this post. Im telling you all that the serious institutions will only be paying attention to DAU growth in upcoming earnings on Feb [--]. ANY weakness and I expect continued sell off. Reddit keeps selling off the one thing that makes them unique $RDDT is selling off its greatest asset data. Here's a visual of what I mean when I say that $RDDT content-licensing will lead to reduced traffic back to site leading to a drop in daily-active users (DAU). Gemini immediately provides an overview the user then goes into a https://t.co/qfcktifnVa $RDDT is selling off"
X Link 2026-01-16T19:07Z [---] followers, [---] engagements
"Any weakness leading up to full year earnings report for $PINS I will be buying: [--]. Analysts focused on mixed Q3 results and weak Q4 guidance without referencing any acquisition or new revenue streams and the deal announcement came over a month later. [--]. Stock price continues to drop as operating margins improve meaningfully. You can't make this up. https://twitter.com/i/web/status/2013241943933731111 https://twitter.com/i/web/status/2013241943933731111"
X Link 2026-01-19T13:27Z [---] followers, [----] engagements
"You don't know what you're talking about when you say "AI eats the lunch of SaaS". Let's use $DOCU as an example. NRR the most important metric for SaaS is up FCF margins are improving and it'll continue to deliver value in the AI era through: 1) whole product experience rooted in Geoffrey Moore's go-to-market strategy (GTM) 2) first-party data ownership powering proprietary AIs with superior accuracy and effectiveness 3) sky-high switching costs that ensure sticky recurring revenue. One of Geoffrey's biggest contributions to GTM is the idea that a "product" isn't just the software or"
X Link 2026-01-20T13:43Z [---] followers, [----] engagements
"@3KComeback I like that your portfolio is simple to understand businesses. Many people bias towards the newest or hottest and lose money in domains they know nothing about. Check out my $DOCU Docusign deep dive where I cover why the -70% drop is totally overblown given improving financials"
X Link 2026-01-21T14:17Z [---] followers, [--] engagements
"@CarioCapital Yeah youre right I suppose I should have clarified that they are dominant for the segment they are in: [--]. TOST has about 15% share in restaurant-tech [--]. Docusign 60% [--]. Salesforce about 20% in CRM segment"
X Link 2026-01-25T20:40Z [---] followers, [--] engagements
"🚨 $PINS announced its cutting its workforce by -15% to drive more focus on AI productivity gains. Management is also reducing office space to reduce costs Down 3% in pre-market. How do I interpret this Pinterest tvscientific acquisition means theyll be absorbing their employees as well which may have driven the decision to cut as well margins are expected to improve more given Pinterest relies heavily on stock based compensation for its employees the market is selling off simply because it wants to but I will be buying as any company that announces layoffs gets a bump in stock price but for"
X Link 2026-01-27T14:04Z [---] followers, [---] engagements
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