#  @Alerts_Bullish Fatih | Bullish Stock Fatih | Bullish Stock posts on X about ai, $adbe, strong, dividend the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1801986925189808128/interactions)  - [--] Week [-----] +25% - [--] Month [------] -13% - [--] Months [-------] -33% - [--] Year [-------] +2,091% ### Mentions: [--] [#](/creator/twitter::1801986925189808128/posts_active)  - [--] Week [--] -68% - [--] Month [---] -9.40% - [--] Months [-----] -31% - [--] Year [-----] +1,706% ### Followers: [---] [#](/creator/twitter::1801986925189808128/followers)  - [--] Week [---] +0.23% - [--] Month [---] +1.10% - [--] Months [---] +9% - [--] Year [---] +996% ### CreatorRank: [---------] [#](/creator/twitter::1801986925189808128/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 100% [stocks](/list/stocks) 65.08% [technology brands](/list/technology-brands) 23.81% [cryptocurrencies](/list/cryptocurrencies) 22.22% [financial services](/list/financial-services) 4.76% [exchanges](/list/exchanges) 3.97% [countries](/list/countries) 3.17% [automotive brands](/list/automotive-brands) 0.79% [celebrities](/list/celebrities) 0.79% [luxury brands](/list/luxury-brands) 0.79% **Social topic influence** [ai](/topic/ai) 15.87%, [$adbe](/topic/$adbe) #148, [strong](/topic/strong) 15.08%, [dividend](/topic/dividend) #443, [bullish](/topic/bullish) #862, [stocks](/topic/stocks) 9.52%, [$smt](/topic/$smt) 7.94%, [in the](/topic/in-the) 7.14%, [business](/topic/business) 6.35%, [$etsy](/topic/$etsy) 6.35% **Top accounts mentioned or mentioned by** [@llucianobtc](/creator/undefined) [@blacksailsrsch](/creator/undefined) [@izodtee](/creator/undefined) [@jcryptoyacht](/creator/undefined) [@altcoinpediax](/creator/undefined) [@andy_fitzgerald](/creator/undefined) [@maestro21039454](/creator/undefined) [@thegaboeth](/creator/undefined) **Top assets mentioned** [Adobe, Inc. (ADBE)](/topic/$adbe) [Swarm Markets (SMT)](/topic/$smt) [Etsy Inc (ETSY)](/topic/$etsy) [Copart, Inc. (CPRT)](/topic/$cprt) [Fortinet Inc (FTNT)](/topic/$ftnt) [Bitcoin Gold (BTG)](/topic/$btg) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Shopify Inc (SHOP)](/topic/$shop) [Inter Parfums Inc (IPAR)](/topic/$ipar) [Novo-Nordisk (NVO)](/topic/$nvo) [Now Coin (NOW)](/topic/$now) [Intuit Inc. (INTU)](/topic/$intu) [Bitcoin (BTC)](/topic/$btc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Duolingo, Inc. (DUOL)](/topic/$duol) [Polkadot (DOT)](/topic/$dot) [SPDR GOLD ETF (GLD)](/topic/$gld) [Adappter Token (ADP)](/topic/$adp) [Orla Mining Ltd. (ORLA)](/topic/$orla) [Markel, Corp. (MKL)](/topic/$mkl) [Strategy (MSTR)](/topic/$mstr) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Pinterest, Inc. (PINS)](/topic/$pins) [Camtek Ltd (CAMT)](/topic/$camt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [General Mills, Inc. (GIS)](/topic/$gis) [Olema Pharmaceuticals, Inc. (OLMA)](/topic/$olma) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Ero Copper Corp. (ERO)](/topic/$ero) ### Top Social Posts Top posts by engagements in the last [--] hours "Yes AI will disrupt weak software. But quality platforms with: proprietary data switching costs embedded workflows become stronger with AI. AI doesnt replace them. It upgrades them. $ADP $INTU $ADBE" [X Link](https://x.com/Alerts_Bullish/status/2020872313978183717) 2026-02-09T14:48Z [---] followers, [---] engagements "π 86.6% of all 10x stocks (20122022) started as microcaps. Names like $XPEL $TREX or $MEDP didnt begin as giants. The mistake Buying everything instead of filtering. We focus only on high-quality outliers link in bio (bullishstockalerts)" [X Link](https://x.com/Alerts_Bullish/status/2011485210035306810) 2026-01-14T17:07Z [---] followers, [---] engagements "$PINS $PYPL $JD Undervalued" [X Link](https://x.com/Alerts_Bullish/status/2018104257770066079) 2026-02-01T23:28Z [---] followers, [---] engagements "$MARA $RIOT Soon" [X Link](https://x.com/Alerts_Bullish/status/2021235889809043922) 2026-02-10T14:52Z [---] followers, [---] engagements "π₯ Bullish on $BTG (B2Gold). Low-cost production strong cash flow and rising gold prices create a powerful setup. New project ramps + solid reserves give $BTG one of the best risk-reward profiles in mid-tier gold" [X Link](https://x.com/Alerts_Bullish/status/1994095778231411046) 2025-11-27T17:27Z [---] followers, [----] engagements "Stop Guessing The Market Everyones trying to time [----]. But history keeps proving the same thing: Time in the market timing the market π Compounding beats predictions π° Quality businesses win long term And here are a few I love heading into 2026: $SMT $ADBE $KKR $CPRT Long-term mindset. Long-term wealth. https://twitter.com/i/web/status/2005338788415807713 https://twitter.com/i/web/status/2005338788415807713" [X Link](https://x.com/Alerts_Bullish/status/2005338788415807713) 2025-12-28T18:03Z [---] followers, [---] engagements "2026 Will Reward Patient Investors Wall Street says the S&P [---] might hit [----] in [----] But guessing numbers is noise. What matters β Recurring revenue β Strong balance sheets β Real compounding engines Here are [--] names that fit that criteria: $ADBE $SMT $CPRT $IPAR The future belongs to disciplined investors. https://twitter.com/i/web/status/2005338856191594909 https://twitter.com/i/web/status/2005338856191594909" [X Link](https://x.com/Alerts_Bullish/status/2005338856191594909) 2025-12-28T18:03Z [---] followers, [---] engagements "Access Impossible Opportunities Most investors cant access the best private companies in the world. But one ticker can: $SMT gives exposure to giants like SpaceX & ByteDance while also owning elite listed businesses. Why I like it for 2026: π₯ Long-term compounding strategy π₯ Access to private markets π₯ Strong conviction investing Real wealth = patience + quality. https://twitter.com/i/web/status/2005338925909397902 https://twitter.com/i/web/status/2005338925909397902" [X Link](https://x.com/Alerts_Bullish/status/2005338925909397902) 2025-12-28T18:03Z [---] followers, [---] engagements "Analysts think the S&P [---] could climb again in [----] But instead of predicting indexes focus on business quality. Here are [--] names worth studying: $SMT exposure to elite public & private tech (incl. SpaceX / ByteDance indirectly) $ADBE 96% recurring revenue + buybacks + wide moat $KKR massive growth engine in private markets & infrastructure $CPRT global leader in salvage auctions insanely resilient Wealth compounds through time in quality not timing the market. https://twitter.com/i/web/status/2005961024617271687 https://twitter.com/i/web/status/2005961024617271687" [X Link](https://x.com/Alerts_Bullish/status/2005961024617271687) 2025-12-30T11:15Z [---] followers, [---] engagements "Want exposure to innovation without betting on a single stock $SMT gives you: top global public tech access to elite private companies long holding mindset world-class capital allocation Its one of the cleanest ways to ride long-term mega-trends without day-trading hype. https://twitter.com/i/web/status/2006006610619994208 https://twitter.com/i/web/status/2006006610619994208" [X Link](https://x.com/Alerts_Bullish/status/2006006610619994208) 2025-12-30T14:17Z [---] followers, [---] engagements "Nobody knows what [----] brings. But history is clear: π Time in the market timing the market π° Quality beats speculation π Compounding rewards patience Names worth learning from: $SMT $ADBE $KKR $CPRT $IPAR $LIFCO-B $JDG Pick businesses. Not headlines" [X Link](https://x.com/Alerts_Bullish/status/2006021709720084939) 2025-12-30T15:17Z [---] followers, [---] engagements "The best wealth builders dont trade hype they compound π Here are a few quality names many investors overlook for 2026: $SMT Exposure to elite public + private innovators like SpaceX / ByteDance $ADBE 96% recurring revenue + buybacks + cash printing machine $KKR Leveraging global private markets growth $CPRT Resilient cash-rich auto auction giant Quality + time in the market = edge. #Investing #Stocks #2026 https://twitter.com/i/web/status/2006302956186898919 https://twitter.com/i/web/status/2006302956186898919" [X Link](https://x.com/Alerts_Bullish/status/2006302956186898919) 2025-12-31T09:54Z [---] followers, [---] engagements "Want stability + growth Look for recurring revenue machines π° $ADBE 96% recurring industry-standard creative tools $SMT Long-horizon innovation exposure $TOI / $CSU comparative style serial acquirer mindset $KKR Fee-driven compounding powerhouse Durability matters more than hype. #Investing #WealthBuilding #Compounding https://twitter.com/i/web/status/2006378560895017195 https://twitter.com/i/web/status/2006378560895017195" [X Link](https://x.com/Alerts_Bullish/status/2006378560895017195) 2025-12-31T14:55Z [---] followers, [---] engagements "The best opportunities arent always in the U.S. π $SMT Access to world-class global tech + private firms $IPAR Premium global fragrance growth story $LIFCO-B Swedish serial acquirer of niche leaders $JDG Scientific instruments powerhouse with elite capital allocation Going global = more opportunity less concentration risk. #GlobalInvesting #Stocks #2026 https://twitter.com/i/web/status/2006408760076406958 https://twitter.com/i/web/status/2006408760076406958" [X Link](https://x.com/Alerts_Bullish/status/2006408760076406958) 2025-12-31T16:55Z [---] followers, [---] engagements "Nobody knows [----]. What we DO know: Quality compounds Cash flow wins Discipline beats hype Names worth watching π $SMT $ADBE $KKR $CPRT $IPAR Your best investment Yourself. Second best Owning great businesses long enough. #Investing #Finance #Stocks" [X Link](https://x.com/Alerts_Bullish/status/2006423859352772704) 2025-12-31T17:55Z [---] followers, [---] engagements "Why Im bullish on B2Gold $BTG π§΅ The global setup is textbook bullish for gold miners: Persistent inflation risk Massive sovereign debt Central banks accumulating gold Rising geopolitical fragmentation Gold isnt just an inflation hedge anymore its a trust hedge. B2Gold offers: β real production β cash flow β leverage to rising gold prices When confidence in fiat weakens hard assets outperform. Gold miners are late and thats where opportunity lies. $XAG $XAU $GOLD $USD https://twitter.com/i/web/status/2010703399642112250 https://twitter.com/i/web/status/2010703399642112250" [X Link](https://x.com/Alerts_Bullish/status/2010703399642112250) 2026-01-12T13:20Z [---] followers, [----] engagements "$BTG $IAG $ORLA Still bullish despite their ATH" [X Link](https://x.com/Alerts_Bullish/status/2021236075046334582) 2026-02-10T14:53Z [---] followers, [---] engagements "China's AI chip boom Top picks: $SMIC $CAMT $WILL. Leading the charge in AI semiconductors. Which chip stocks in your portfolio #ChinaAI #Hardware" [X Link](https://x.com/Alerts_Bullish/status/1933163906819674224) 2025-06-12T14:06Z [---] followers, [--] engagements "Chinas AI chip leaders: $SMIC $CAMT $WILL. Get ahead with top picks Join our FREE newsletter for exclusive insights at Start your trading journey #ChinaAI #Hardware http://bullishstockalerts.com http://bullishstockalerts.com" [X Link](https://x.com/Alerts_Bullish/status/1933165491914158374) 2025-06-12T14:12Z [---] followers, [---] engagements "π¨ The S&P [---] $SPX is soaring but private credit is cracking. π $BXSL $ARCC $OBDC are sliding as defaults rise liquidity tightens and toxic refinancings pile up. This isnt a blip its the first true private credit downturn" [X Link](https://x.com/Alerts_Bullish/status/1979986860102267137) 2025-10-19T19:03Z [---] followers, [---] engagements "Jeff Bezos is back. He co-founded Project Prometheus and raised $6.2B π€― surpassing early $OPENAI and $GOOGL funding. Mission: AI that learns from the physical world robotic labs aerospace hardware autos. Talent pulled from OpenAI DeepMind $Meta" [X Link](https://x.com/Alerts_Bullish/status/1990760365597339921) 2025-11-18T12:33Z [---] followers, [---] engagements "JUST IN: 95% of all $BTC bought in the last [---] days is now underwater Higher than $COVID (92%) and $FTX (94%) Source: Bitcoin Archive" [X Link](https://x.com/Alerts_Bullish/status/1991256529018708405) 2025-11-19T21:25Z [---] followers, [---] engagements "π₯ $NVDA just backed #REVOLUT at a $75B valuation. The race for a global #SuperApp is on. πRevolut: 65M users 934M profit and digital finance growing faster than banks. ππ¨Why would an AI giant invest in a bank Because the future is AI-native finance + real-time decisions" [X Link](https://x.com/Alerts_Bullish/status/1993440771551510853) 2025-11-25T22:04Z [---] followers, [---] engagements "π¨ HSBC: $OPENAI needs $207B by [----] just to keep running. Even in a perfect scenario the math breaks AI is hitting energy and infrastructure limits not software limits. This isnt a tech boom; its an industrial arms race of GPUs power cooling and grid capacity" [X Link](https://x.com/Alerts_Bullish/status/1994094773733343443) 2025-11-27T17:23Z [---] followers, [---] engagements "In [----] Watsco $WSO looked too boring HVAC distribution solid margins insiders heavily invested. I passed. Since then $WSO is up +493.2%. Some of the best compounders look dull on the surface: Sleepy sectors High margins Owner-operators Long runways The market chases stories. Wealth is built in boring cash machines. (At Bullish Stock Alerts we hunt exactly those underpriced cash engines.) https://twitter.com/i/web/status/1996298072721347001 https://twitter.com/i/web/status/1996298072721347001" [X Link](https://x.com/Alerts_Bullish/status/1996298072721347001) 2025-12-03T19:18Z [---] followers, [---] engagements "$DHER just got a major signal from Wall Street. Morgan Stanley quietly boosted its voting power to 9.24% in Delivery Hero. Thats not a passive move big institutions dont grab voting rights unless they want influence. What it usually signals: Smart-money accumulation Confidence in a turnaround or asset sale Positioning ahead of strategic decisions No dilution. No distress. Just a heavyweight taking a bigger seat at the table. Bullish lean. Smart money doesnt do this by accident. #Stocks #Investing #DeliveryHero #MS #MarketNews https://twitter.com/i/web/status/1996623435259105739" [X Link](https://x.com/Alerts_Bullish/status/1996623435259105739) 2025-12-04T16:51Z [---] followers, [---] engagements "Best Buys Now what actually drove results π $MELI LatAms dominant e-commerce + fintech ecosystem; scale and margins compound over time. $PUBM Ad-tech value trap avoided; disciplined sell when fundamentals broke. $TTD High-quality ad platform temporarily out of favor; execution sentiment. $NET Internet infrastructure winner; long-term growth outweighed volatility. $ASML Absolute monopoly in EUV lithography; critical to global semiconductor progress. $SE Strong platform but capital discipline mattered; rotation improved overall returns. Want to go further and know exactly when to buy" [X Link](https://x.com/Alerts_Bullish/status/2000878205314461799) 2025-12-16T10:38Z [---] followers, [---] engagements "$GIS Bullish Alert: $GIS(General Mills) remains a strong defensive play in an uncertain market. Steady growth solid cash flows and a focus on pricing power suggest a calm but reliable rebound ahead. No hype just consistency and thats often where real performance hides" [X Link](https://x.com/Alerts_Bullish/status/2001706360258388469) 2025-12-18T17:29Z [---] followers, [---] engagements "$CPB(Campbell Soup Company) Neutral / Hold Alert: Campbell Soup remains a defensive staple undervalued but lacking any real short-term catalyst. Good yield solid stability better to hold than chase" [X Link](https://x.com/Alerts_Bullish/status/2001769770539192377) 2025-12-18T21:41Z [---] followers, [---] engagements "$MDLZ(Mondelez International) Buy Sell or Hold Mondelez remains a solid defensive stock πΌ but falling margins & high FCF valuation (68x) limit short-term upside. Verdict: Neutral / Watch Watch for a pullback below $52 for a better entry" [X Link](https://x.com/Alerts_Bullish/status/2002124698503819305) 2025-12-19T21:11Z [---] followers, [---] engagements "$RMS.PA(Herms) Trend: Bullish Current price: [----] Luxury demand steady; leather goods +10% YoY Record margins (41%) & strong cash position Buy near [----] or [----] target [----] Top-tier luxury name long-term compounder" [X Link](https://x.com/Alerts_Bullish/status/2003500690543616120) 2025-12-23T16:19Z [---] followers, [--] engagements "While AI absorbed capital in [----] many quality compounders lagged and now look interesting. Strong cash flows. Lower valuations. Less hype. Examples mentioned: Topicus ( $TOI.CA) 3i Group ( $III.L) Is [----] the year capital rotates back to quality π" [X Link](https://x.com/Alerts_Bullish/status/2003840336313852099) 2025-12-24T14:49Z [---] followers, [---] engagements "Small caps and overlooked markets are historically cheap vs large caps. $BETSB.ST gaming + digital entertainment cash generator $NORBT.OL niche tech + strong Nordic industrial demand $ATM.NZ consumer brand recovery potential $BG agriculture remains one of the most powerful global levers When rotations happen they happen fast. #SmallCaps #GlobalMarkets #Investing https://twitter.com/i/web/status/2004884261724213370 https://twitter.com/i/web/status/2004884261724213370" [X Link](https://x.com/Alerts_Bullish/status/2004884261724213370) 2025-12-27T11:57Z [---] followers, [--] engagements "Europe is cheaper than the US but innovation and demand are real. $ARGX biotech leader with breakthrough potential + pipeline $EBS.VI Erste Group benefits from rate environment & stable banking growth $SHA.DE industrial engineering + auto exposure with improving margins $LDO.MI strong defense book + European government backing [----] might be the year Europe finally outperforms #Stocks #Europe #ValueInvesting https://twitter.com/i/web/status/2005004506778452001 https://twitter.com/i/web/status/2005004506778452001" [X Link](https://x.com/Alerts_Bullish/status/2005004506778452001) 2025-12-27T19:55Z [---] followers, [---] engagements "Inflation isnt gone. Energy + metals + hard assets matter again. $HMY gold exposure & leverage if uncertainty returns $GROY royalties = cash flow without mining operational risk $KGH copper + critical metals = strategic assets for electrification $TXG.TO strong execution + operational discipline If [----] is volatile commodities might quietly dominate again. #Gold #Mining #Commodities #Macro https://twitter.com/i/web/status/2005019857826226362 https://twitter.com/i/web/status/2005019857826226362" [X Link](https://x.com/Alerts_Bullish/status/2005019857826226362) 2025-12-27T20:56Z [---] followers, [---] engagements "Some great businesses dont get enough attention π $IPAR Asset-light luxury fragrances π Licenses w/ Montblanc Jimmy Choo Coach Strong margins + consistent launches $LIFCO-B Swedish mini-Berkshire Acquires niche industrial leaders Over [---] companies under the umbrella $JDG Serial acquirer in scientific instruments Outstanding capital allocation +55000% since [----] π€― Sometimes boring beats flashy. https://twitter.com/i/web/status/2005994783467094332 https://twitter.com/i/web/status/2005994783467094332" [X Link](https://x.com/Alerts_Bullish/status/2005994783467094332) 2025-12-30T13:30Z [---] followers, [---] engagements "π Dividend snowball in action: $CME keeps raising payouts year after year and the share price is up too. Yield on cost = 4.5% $450 per year for every $10000 invested. Thats REAL passive income compounding silently in the background. #Dividends #CME #IncomeInvesting #Compounding #StockMarket https://twitter.com/i/web/status/2006794895353418075 https://twitter.com/i/web/status/2006794895353418075" [X Link](https://x.com/Alerts_Bullish/status/2006794895353418075) 2026-01-01T18:29Z [---] followers, [---] engagements "$CPRT so undervalued Will buy more soon" [X Link](https://x.com/Alerts_Bullish/status/2007574055361056950) 2026-01-03T22:05Z [---] followers, [---] engagements "Highest return of [----] π 𧬠$OLMA +349% Early cancer trial success Binary risk massive payoff Biotech is brutal until it isnt. #Biotech #Healthcare #Stocks" [X Link](https://x.com/Alerts_Bullish/status/2007918960810025040) 2026-01-04T20:56Z [---] followers, [---] engagements "$KPG (Kelly Partners Group) π [----] performance: -22.9% Despite strong intrinsic value growth the stock sold off making it 45% cheaper. Management sees overwhelming acquisition opportunities" [X Link](https://x.com/Alerts_Bullish/status/2009761854126780652) 2026-01-09T22:59Z [---] followers, [---] engagements "π One of the best compounders youve never heard of: $LMAT If you invested $10000 in 2006: S&P [---] $98690 LeMaitre Vascular $161460 Quiet. Boring. And it crushed the market. π Thread" [X Link](https://x.com/Alerts_Bullish/status/2011078076550300132) 2026-01-13T14:09Z [---] followers, [---] engagements "$LMAT sits at the intersection of powerful tailwinds: Aging global population Rising vascular diseases Growth in minimally invasive surgery Expansion in emerging markets Organic growth + M&A = dual engine compounding" [X Link](https://x.com/Alerts_Bullish/status/2011078086562062787) 2026-01-13T14:09Z [---] followers, [--] engagements "You could buy $META at 8.6x earnings in [----]. But inefficiencies like that are rare in large caps. In microcaps Mispricings happen constantly think $PDFS or $CTOS early on. Less coverage = more opportunity. We hunt these gaps link in bio (bullishstockalerts)" [X Link](https://x.com/Alerts_Bullish/status/2011469739239895220) 2026-01-14T16:05Z [---] followers, [---] engagements "82% of 1000% winners were already profitable. Cash-burning hype stocks fade. Real businesses compound. Early versions of $MEDP and $BOOT proved that. We avoid lottery tickets link in bio (bullishstockalerts)" [X Link](https://x.com/Alerts_Bullish/status/2011470616918913513) 2026-01-14T16:09Z [---] followers, [---] engagements "Elite microcap checklist: β Profitable β Low dilution β Low liquidity β High growth Stocks like $SFM or $KNSL checked these boxes early. Most names fail instantly. Thats the edge. See how we filter link in bio (bullishstockalerts)" [X Link](https://x.com/Alerts_Bullish/status/2011515660476543048) 2026-01-14T19:08Z [---] followers, [---] engagements "Funny paradox in the SaaS sell-off: Companies like Constellation Software & Topicus buy software companies for a living. Lower SaaS valuations = better acquisition economics. The sell-off may actually help them long term" [X Link](https://x.com/Alerts_Bullish/status/2013306208644436314) 2026-01-19T17:43Z [---] followers, [---] engagements "5 Stock Pitch: $MKL Often called a mini-Berkshire Hathaway. And for good reason. This is a business built to compound not to impress" [X Link](https://x.com/Alerts_Bullish/status/2013952364181418094) 2026-01-21T12:30Z [---] followers, [--] engagements "One thing I almost skipped but shouldnt. In the latest Rule Breaker Investing episode David Gardner revisits his risk score framework using real examples. Two stood out: $ETSY and $DUOL" [X Link](https://x.com/Alerts_Bullish/status/2015674549119992207) 2026-01-26T06:33Z [---] followers, [---] engagements "$ETSY is a great case study in misunderstood risk. The market sees: Slowing growth Consumer weakness Post-COVID normalization Gardner looks at something else entirely: Business resilience Long-term optionality Founder-led culture" [X Link](https://x.com/Alerts_Bullish/status/2015674617130582488) 2026-01-26T06:34Z [---] followers, [---] engagements "$ETSY isnt broken. Its a platform with: A unique supply side (creators) Strong network effects A brand that cant be copied by Amazon Short-term demand fluctuates. The ecosystem endures" [X Link](https://x.com/Alerts_Bullish/status/2015780386664853562) 2026-01-26T13:34Z [---] followers, [---] engagements "This is the key takeaway from the $ETSY discussion: Risk isnt volatility. Risk is permanent loss of business quality. And thats where many investors misjudge companies during drawdowns" [X Link](https://x.com/Alerts_Bullish/status/2015795360640258086) 2026-01-26T14:34Z [---] followers, [---] engagements "Thats why this week mattered. $CSU $SHOP $ETSY $DUOL Different businesses same pattern: π Price weakness π Business strength That gap is where long-term returns are born" [X Link](https://x.com/Alerts_Bullish/status/2015810459862208682) 2026-01-26T15:34Z [---] followers, [---] engagements "$EXR Extra Space Storage Self-storage works because life is messy. Month-to-month pricing Consolidation runway Inflation hedge Dividend yield: 4.5%" [X Link](https://x.com/Alerts_Bullish/status/2016494336804798948) 2026-01-28T12:51Z [---] followers, [--] engagements "$PAG Penske Automotive Group Why it works: Local dealership monopolies High-margin service & parts Rising vehicle complexity = recurring revenue Dividend yield: 3.3%" [X Link](https://x.com/Alerts_Bullish/status/2016507301629477140) 2026-01-28T13:43Z [---] followers, [--] engagements "$VICI VICI Properties Casino real estate with triple-net leases. Tenants paid 100% of rent during COVID. Durable cash flows + inflation escalators. Dividend yield: 6.4%" [X Link](https://x.com/Alerts_Bullish/status/2016537752280654181) 2026-01-28T15:44Z [---] followers, [---] engagements "$DRI Darden Restaurants Olive Garden. LongHorn. Ruths Chris. Scale matters in restaurants: Better pricing power Operational excellence Strong brand loyalty Dividend yield: 2.9%" [X Link](https://x.com/Alerts_Bullish/status/2016552851938357366) 2026-01-28T16:44Z [---] followers, [--] engagements "$WEN Wendys Mostly franchised = high-margin royalties. Upside drivers: International expansion Tech & loyalty programs Strong shareholder returns Dividend yield: 6.6%" [X Link](https://x.com/Alerts_Bullish/status/2016583302912631223) 2026-01-28T18:45Z [---] followers, [---] engagements "$LYB LyondellBasell Deep value + high income. US cost advantage Cash flow recovery plan Cyclical but priced for pain Dividend yield: 11.2%" [X Link](https://x.com/Alerts_Bullish/status/2016598401769472075) 2026-01-28T19:45Z [---] followers, [---] engagements "$ADBE Adobe Not a dividend play a share cannibal. Massive FCF Aggressive buybacks AI monetization just starting Buyback yield: 8.9%" [X Link](https://x.com/Alerts_Bullish/status/2016629229820268859) 2026-01-28T21:47Z [---] followers, [---] engagements "$TTE TotalEnergies Energy + transition. Low-cost oil producer Reinvesting into renewables European discount valuation Dividend yield: 5.9%" [X Link](https://x.com/Alerts_Bullish/status/2016856603371147296) 2026-01-29T12:51Z [---] followers, [---] engagements "$CTAS Cintas Operational excellence machine. Route density Cross-selling power GDP+ growth for decades Dividend yield: 0.9% (but growing fast)" [X Link](https://x.com/Alerts_Bullish/status/2016872080009245113) 2026-01-29T13:52Z [---] followers, [---] engagements "$CSU after a historic 50% drop $SHOP after a big pullback buyable yet New buys for the Forever Portfolio Volatility creates opportunity for prepared minds" [X Link](https://x.com/Alerts_Bullish/status/2017234353252675784) 2026-01-30T13:52Z [---] followers, [---] engagements "$ETSY is a great example of mispriced fear. Bears focus on: post-COVID normalization consumer weakness slower growth But the deeper question is: Is the ecosystem still valuable & durable" [X Link](https://x.com/Alerts_Bullish/status/2017234491199156231) 2026-01-30T13:52Z [---] followers, [---] engagements "Now $DUOL AI as a tailwind. $DUOL used generative AI + vibe coding to launch [---] new courses in [--] year. More than the previous [--] years combined. Content scales. But the moat isnt content" [X Link](https://x.com/Alerts_Bullish/status/2017234634149421194) 2026-01-30T13:53Z [---] followers, [---] engagements "The long-term bull case for $ETSY is not growth forever. Its: differentiated supply (creators) brand equity in handmade/vintage network effects repeat buyer behavior Risk volatility. Risk = permanent loss of quality" [X Link](https://x.com/Alerts_Bullish/status/2017279640792969426) 2026-01-30T16:52Z [---] followers, [---] engagements "The world is noisy. But the real edge is staying calm tracking the shifts and buying quality when price diverges from fundamentals. $CSU $SHOP $ETSY $DUOL different stories same pattern" [X Link](https://x.com/Alerts_Bullish/status/2017325442454458740) 2026-01-30T19:54Z [---] followers, [---] engagements "Time to buy more $DOT" [X Link](https://x.com/Alerts_Bullish/status/2017721927079510168) 2026-01-31T22:09Z [---] followers, [---] engagements "A lot of people got stopped out and ended up in cash. But cash isnt neutral when governments keep running deficits. Debt up currency purchasing power down over time. If youre in cash now you need a plannot emotions. $GLD $SLV" [X Link](https://x.com/Alerts_Bullish/status/2018355008668844337) 2026-02-02T16:05Z [---] followers, [---] engagements "If youre viewing this as a broader precious metals reset: $GLD and $GDX are the big liquid proxies. $GDXJ adds torque (and risk). But the same rule applies: volatility first fundamentals later" [X Link](https://x.com/Alerts_Bullish/status/2018355267780411878) 2026-02-02T16:06Z [---] followers, [---] engagements "I counted my silver coins I have the same number as before. Thats the right mental model: Price moves dont change your ounces. They change your emotion. Dont let volatility force bad decisions. $SLV $GLD" [X Link](https://x.com/Alerts_Bullish/status/2018355338714460434) 2026-02-02T16:06Z [---] followers, [---] engagements "π’ Why gold miners will likely yo-yo in the short term [--] Miners = gold plus emotional leverage Gold miners (ETFs like $GDX / $GDXJ) are: more volatile than gold itself ($GLD) far more sensitive to sentiment leverage and ETF flows. When gold drops -5% miners can fall -10% to -20%. When gold rebounds +3% miners may jump +8% then give it all back. π This is emotional beta not pure macro. [--] The recent sell-off was a leverage purge What we saw in late January: parabolic price action FOMO followed by margin hikes stop-losses and forced liquidations. Result: involuntary selling algos dumping miners" [X Link](https://x.com/Alerts_Bullish/status/2018675701730226475) 2026-02-03T13:19Z [---] followers, [---] engagements "Everyone talks about AI. But the biggest opportunity isnt search art or chatbots. π Its healthcare. And more specifically: clinical trials. Why Because AI beats every human on Earth at one critical skill: π§ pattern recognition. AI can scan massive patient datasets in seconds spotting risks correlations and signals humans would miss. This isnt hype. The Wall Street Journal calls it the biggest medical moment since antibiotics McKinsey calls it a game changer Medical journals call it a revolution And its already happening. The weakest link in modern medicine is still clinical trials: slow" [X Link](https://x.com/Alerts_Bullish/status/2018677710650826973) 2026-02-03T13:27Z [---] followers, [--] engagements "$BGC still undervalued with strong upside potential" [X Link](https://x.com/Alerts_Bullish/status/2018684533026042177) 2026-02-03T13:54Z [---] followers, [--] engagements "$PYPL buy opportunity here" [X Link](https://x.com/Alerts_Bullish/status/2018684604698288588) 2026-02-03T13:54Z [---] followers, [---] engagements "$BTG still undervalued with strong upside potential" [X Link](https://x.com/Alerts_Bullish/status/2018685734324953405) 2026-02-03T13:59Z [---] followers, [---] engagements "Everyone says China is uninvestable. Meanwhile $JD still delivers faster than Amazon in most cities. Cash flow positive. Logistics moat. The market priced it like its dying. Thats usually when value investors start buying" [X Link](https://x.com/Alerts_Bullish/status/2018826775376298491) 2026-02-03T23:19Z [---] followers, [---] engagements "$LND is farmland + discipline. Buy undervalued land improve it sell higher. Hard assets. Inflation hedge. Real demand. Not exciting but quietly powerful over time" [X Link](https://x.com/Alerts_Bullish/status/2018867229019058648) 2026-02-04T02:00Z [---] followers, [--] engagements "$DOT isnt built for hype cycles. Its built for infrastructure. When the noise fades thats usually what survives" [X Link](https://x.com/Alerts_Bullish/status/2018889246795542555) 2026-02-04T03:28Z [---] followers, [---] engagements "$PINS sits quietly between social media and e-commerce. High-intent users. Under-monetized globally. Cleaner platform better ad signal. It doesnt need to be Meta just profitable and focused" [X Link](https://x.com/Alerts_Bullish/status/2018904598011146538) 2026-02-04T04:29Z [---] followers, [---] engagements "$JD is trading like regulation killed e-commerce in China. Reality: logistics scale sticky users real profits. You dont need hypergrowth just normalization. When sentiment flips multiples follow. Deep value often looks uncomfortable first" [X Link](https://x.com/Alerts_Bullish/status/2019116243744378914) 2026-02-04T18:30Z [---] followers, [----] engagements "Since October the market has been pure whiplash: up / down / up / down. Thats what a range looks like: noise fakeouts emotions. What matters now is levels not headlines. NASDAQ isnt broken until the 200-day MA gives way. $QQQ $NDX $XLK" [X Link](https://x.com/Alerts_Bullish/status/2019371045237788700) 2026-02-05T11:22Z [---] followers, [--] engagements "Cold rational rule-set: π Below the 100-day MA I get extremely cautious. π Below the 200-day MA the odds shift toward a deeper correction. This applies to indices and to mania trades. $QQQ $SPY $BTC $MSTR" [X Link](https://x.com/Alerts_Bullish/status/2019401371511058607) 2026-02-05T13:23Z [---] followers, [---] engagements "$BTC broke the 200-day MA with a big red candle. Thats not magic. Its the market saying: Consensus is shifting. Id rather miss 3040% of a rebound than eat a 50% drawdown on conviction. $BTC $MSTR $COIN $HOOD" [X Link](https://x.com/Alerts_Bullish/status/2019431696136057192) 2026-02-05T15:23Z [---] followers, [---] engagements "When $MSTR breaks key moving averages the market is screaming risk. Most ignore it. Then comes the -50% / -60% damage. You can be right fundamentally and still get destroyed technically. $MSTR $BTC" [X Link](https://x.com/Alerts_Bullish/status/2019462020857577939) 2026-02-05T17:24Z [---] followers, [---] engagements "Perfect example: $NVO. Revenue and earnings can keep rising and the stock can still collapse. Because the market prices information you dont have. Again: watch price action not opinions. $NVO $LLY" [X Link](https://x.com/Alerts_Bullish/status/2019492220089360782) 2026-02-05T19:24Z [---] followers, [---] engagements "On $QQQ: still range-bound key supports matter the 200-day MA is the line in the sand Above it: no rushed conclusions. Break it: the market speaks. $QQQ $NDX" [X Link](https://x.com/Alerts_Bullish/status/2019507319264948571) 2026-02-05T20:24Z [---] followers, [--] engagements "Forget biotech stock picking. The real winners dont bet on which drug hits They profit every time a trial runs. Think picks & shovels of the pharma boom. $NVDA for AI. $TSM for chips. $SHOP for e-commerce. Theres a similar setup emerging in healthcare" [X Link](https://x.com/Alerts_Bullish/status/2019773876717129730) 2026-02-06T14:03Z [---] followers, [---] engagements "History lesson for investors: Gold rush shovel sellers win AI boom $NVDA wins E-commerce $SHOP wins Semiconductors $TSM wins Biotech wave The smart money is moving toward the enablers not the drug makers" [X Link](https://x.com/Alerts_Bullish/status/2019788925376807250) 2026-02-06T15:03Z [---] followers, [---] engagements "Novo Nordisk (NYSE: $NVO) is bouncing after the FDA said it found no increased risk of suicidal thoughts with GLP1 drugs and asked to remove the boxed warning easing a key overhang on the class and helping investors refocus on the longterm obesity and diabetes demand story despite Novos softer [----] guidance. STRONG BUY FOR NOVO https://twitter.com/i/web/status/2019791577707598014 https://twitter.com/i/web/status/2019791577707598014" [X Link](https://x.com/Alerts_Bullish/status/2019791577707598014) 2026-02-06T15:13Z [---] followers, [---] engagements "$NVO s GLP-1 breakthrough took decades to reach the market. Now imagine a business designed to accelerate dozens of drug pipelines at once Not dependent on a single breakthrough. Positioned at the center of all of them. Thats a powerful model" [X Link](https://x.com/Alerts_Bullish/status/2019819124143321486) 2026-02-06T17:03Z [---] followers, [---] engagements "The biggest compounders dont chase trends. They power them. AI infrastructure ( $NVDA) E-commerce platforms ( $SHOP) Semiconductors foundries ( $TSM) Biotech pipeline enablers Find the toll booth not the lottery ticket. Thats where long-term outperformance starts. https://twitter.com/i/web/status/2019834475610534036 https://twitter.com/i/web/status/2019834475610534036" [X Link](https://x.com/Alerts_Bullish/status/2019834475610534036) 2026-02-06T18:04Z [---] followers, [---] engagements "S&P [---] up 1.3% in January. Sentiment Neutral. Meanwhile software stocks are getting hit while the Nasdaq sits near highs. That divergence usually creates opportunities. $SPY $QQQ" [X Link](https://x.com/Alerts_Bullish/status/2020796525337555174) 2026-02-09T09:46Z [---] followers, [--] engagements "Nasdaq near highs. Software valuations near multi-year lows. That disconnect rarely lasts forever. Prices eventually follow earnings. $QQQ $ADBE $FTNT $NOW" [X Link](https://x.com/Alerts_Bullish/status/2020797590476828749) 2026-02-09T09:51Z [---] followers, [---] engagements "Worst performers recently Mostly software. $ADBE $FTNT $NOW $CSU.TO $TOI.V The cheaper great companies get the more interesting the setup becomes" [X Link](https://x.com/Alerts_Bullish/status/2020841863889207564) 2026-02-09T12:47Z [---] followers, [---] engagements "The market narrative right now: AI agents will replace traditional software. Why pay for subscriptions anymore That fear is driving drawdowns across the sector. But disruption cuts both ways. $ADBE $CRM $NOW $INTU" [X Link](https://x.com/Alerts_Bullish/status/2020856962813178131) 2026-02-09T13:47Z [---] followers, [---] engagements "Adobe is retiring nearly 9% of shares annually. Buying back stock while fundamentals hold = powerful compounding engine. Professionals are trained on Adobe. Entire industries run on its formats. Switching isnt frictionless. $ADBE" [X Link](https://x.com/Alerts_Bullish/status/2020918115455074479) 2026-02-09T17:50Z [---] followers, [---] engagements "Short term: AI = narrative shock Long term: AI = productivity layer embedded into existing software ecosystems. That favors incumbents more than disruptors in many cases. $ADBE $MSFT $GOOGL" [X Link](https://x.com/Alerts_Bullish/status/2020963665881493858) 2026-02-09T20:51Z [---] followers, [---] engagements "$ABT (Abbott Laboratories) Buy Sell or Hold Abbott remains a high-quality healthcare stock driven by diagnostics diabetes care (Freestyle Libre) and nutrition. However growth is slowing and valuation looks demanding at $127 (P/E 30x). Verdict: Neutral / Hold Attractive buy zone below $115 (support area). Consider selling above $135 if EPS growth doesnt pick up. Solid and defensive but already fairly priced. https://twitter.com/i/web/status/2003146366940279078 https://twitter.com/i/web/status/2003146366940279078" [X Link](https://x.com/Alerts_Bullish/status/2003146366940279078) 2025-12-22T16:51Z [---] followers, [---] engagements "𧬠The biggest winner of 2025: $OLMA +349% Clinical-stage biotech. One drug. One breakthrough. High risk massive payoff. #Biotech #Healthcare #HighRisk" [X Link](https://x.com/Alerts_Bullish/status/2008924587233546414) 2026-01-07T15:32Z [---] followers, [---] engagements "Three structural advantages: Proprietary datasets High switching costs Operating leverage from AI integration You dont rip out mission-critical software to save a few dollars. $NOW $ADBE $INTU $ADP" [X Link](https://x.com/Alerts_Bullish/status/2020887413447368900) 2026-02-09T15:48Z [---] followers, [---] engagements "When AI will kill all software becomes consensus valuation gaps appear. Charlie Munger was right: The big money is in waiting for panic. $QQQ $ADBE $FTNT" [X Link](https://x.com/Alerts_Bullish/status/2020902764558110939) 2026-02-09T16:49Z [---] followers, [---] engagements "The opportunity isnt in hype AI plays. Its in quality software being mispriced because of AI fear. High ROIC Strong FCF Dominant platforms Those usually win long term. $ADBE $FTNT $INTU $ADP $NOW" [X Link](https://x.com/Alerts_Bullish/status/2020963665801781659) 2026-02-09T20:51Z [---] followers, [---] engagements "The market votes in the short run. It weighs in the long run. Right now: fear. Later: earnings. That gap is where opportunities are built. $QQQ $ADBE $FTNT" [X Link](https://x.com/Alerts_Bullish/status/2020978765195620845) 2026-02-09T21:51Z [---] followers, [---] engagements "Most investors dont lose because markets are unpredictable they lose because they follow noise instead of research. We just released a short video breaking down how smart investors understand market cycles before the crowd using independent disciplined analysis. Full video below π Were almost at [---] newsletter subscribers Huge thank you to everyone whos joined us already π Lets keep going. π© Full access link is in the bio $AAPL $MSFT $TSLA $NVDA $AMZN $GOOGL $META $NFLX $AMD $INTC $BRK.B $JPM $BAC $V $MA $GS $BABA $XOM $CVX $GLD $SLV #Investing #Research #Finance #StockMarket #Commodities" [X Link](https://x.com/Alerts_Bullish/status/1995876878444376366) 2025-12-02T15:25Z [---] followers, [----] engagements "$PAYC spotlight: Founder-led HCM software with "Beti" employee-driven payroll slashing errors. High switching costs 35%+ ROCE zero debt insider ownership 11%. Stock down 60%+ since [----] on slower growth fears but mgmt/Terry Smith buying heavily. Cheap quality #PAYC #SaaS" [X Link](https://x.com/Alerts_Bullish/status/1998448809840414809) 2025-12-09T17:45Z [---] followers, [---] engagements "$MKL starts with specialty insurance. Collect premiums upfront Pay claims later Invest the float in stocks & businesses Insurance + investing = a compounding machine if done right" [X Link](https://x.com/Alerts_Bullish/status/2013952365657833907) 2026-01-21T12:30Z [---] followers, [--] engagements "What sets $MKL apart: Niche insurance markets Better risk pricing Disciplined capital allocation Long-term mindset This is not a trade. This is a decades-long ownership story" [X Link](https://x.com/Alerts_Bullish/status/2013952367192953107) 2026-01-21T12:30Z [---] followers, [---] engagements "If realized silver prices moved from roughly high 30s to [----] range in the next reporting window Then many silver miners should print materially higher profits vs the prior quarter. Thats when analysts typically revise estimates up. $PAAS $AG $HL" [X Link](https://x.com/Alerts_Bullish/status/2018376369118302253) 2026-02-02T17:30Z [---] followers, [---] engagements "@LLuciano_BTC $DOT" [X Link](https://x.com/Alerts_Bullish/status/2019529453030851058) 2026-02-05T21:51Z [---] followers, [---] engagements "Sent the reports to our paid subscribers : ultra bullish on basic materials like $ERO $BTG $SVM $VGZ $GFI $TRX $ORLA & the only healthcare in the portfolio $NVO Don't miss our next reports go to our website (link in bio)" [X Link](https://x.com/Alerts_Bullish/status/2020162282781585748) 2026-02-07T15:46Z [---] followers, [---] engagements "The United States far exceeded expectations by creating [------] jobs in January" [X Link](https://x.com/Alerts_Bullish/status/2021581394045006112) 2026-02-11T13:45Z [---] followers, [--] engagements "Most investors chase the highest dividend yields. Thats exactly where the risk is highest. The real outperformers historically sit in the second quintile of dividend yield. Not too high. Not too low. Just sustainable. Think quality compounders like $LW" [X Link](https://x.com/Alerts_Bullish/status/2021584678797398448) 2026-02-11T13:58Z [---] followers, [--] engagements "Investing is simple: Buy quality. Hold. Reinvest. Whats hard: ignoring noise not chasing hype trusting compounding Dividend machines reward patience. Screen idea: Filter stocks by: Dividend yield (not top 20%) Dividend growth payout ratio sustainability Thats where long-term compounders hide. Wealth isnt built by chasing the next hot trade. Its built by: durable businesses consistent dividends disciplined reinvestment Compounding excitement. Always. https://twitter.com/i/web/status/2021585236320980993 https://twitter.com/i/web/status/2021585236320980993" [X Link](https://x.com/Alerts_Bullish/status/2021585236320980993) 2026-02-11T14:00Z [---] followers, [--] engagements "From 19302023: $1k in S&P [---] $8.6M $1k in 2nd dividend quintile $31.2M Thats [--] more wealth with LESS downside risk. Yield traps destroy portfolios. Balanced yield + growth compounds them" [X Link](https://x.com/Alerts_Bullish/status/2021600111499854053) 2026-02-11T15:00Z [---] followers, [--] engagements "Why the highest dividend yields often underperform π§΅ Distressed businesses Unsustainable payouts Dividend cuts incoming High yield safe income. The real compounding machines live one tier below" [X Link](https://x.com/Alerts_Bullish/status/2021615218875420872) 2026-02-11T16:00Z [---] followers, [--] engagements "The dividend snowball works only if: the business survives the dividend grows capital isnt destroyed Thats why the Goldilocks zone wins. Not speculation. Not hype. Just disciplined compounding" [X Link](https://x.com/Alerts_Bullish/status/2021630312120279378) 2026-02-11T17:00Z [---] followers, [--] engagements "Dividend strategy most investors miss: Not: highest yield Not: no dividend But: β‘ 2nd quintile yield stocks Historically: fewer drawdowns stronger total return higher compounding rate" [X Link](https://x.com/Alerts_Bullish/status/2021630316440350784) 2026-02-11T17:00Z [---] followers, [--] engagements "Ultra bullish on basic materials $ERO $BTG $SVM $VGZ $GFI $TRX $ORLA as rising commodity prices + operating leverage should drive sharp earnings expansion and rerating cycles.Also constructive on $NVO (dominant GLP-1 growth engine) $LND / BrasilAgro (hard-asset farmland + inflation hedge) and $DOT as crypto infrastructure adoption accelerates. https://twitter.com/i/web/status/2020831294595211603 https://twitter.com/i/web/status/2020831294595211603" [X Link](https://x.com/Alerts_Bullish/status/2020831294595211603) 2026-02-09T12:05Z [---] followers, [---] engagements "If youre a net buyer of stocks for the next [--] years lower prices are a gift. Treat the market like a supermarket: you want discounts not markups. π" [X Link](https://x.com/Alerts_Bullish/status/2021904856643203117) 2026-02-12T11:10Z [---] followers, [--] engagements "$POOL The largest wholesale distributor of pool supplies globally. [------] customers. Massive economies of scale. Even Berkshire Hathaway owns it. Short-term demand is weak the business quality isnt" [X Link](https://x.com/Alerts_Bullish/status/2013682689799331957) 2026-01-20T18:39Z [---] followers, [---] engagements "Chinas dominance in refining capacity (IEA data): Gallium 99% Graphite 95% Manganese 95% Rare earths 92% Cobalt 77% Lithium 70% Titanium 69% Copper 44% Nickel 34% Key Chinese players: $CHALF $ACH $ZIJMF $GELYF $BYDDF $CATL" [X Link](https://x.com/Alerts_Bullish/status/2020825195460895020) 2026-02-09T11:40Z [---] followers, [---] engagements "$ADBE: price down shares outstanding down (buybacks) revenue & earnings still rising The market sees AI risk. Reality: AI may be strengthening the moat. Firefly already integrated into workflows" [X Link](https://x.com/Alerts_Bullish/status/2020917864115384538) 2026-02-09T17:49Z [---] followers, [---] engagements "No enterprise CFO risks: networks compliance data protection to save money on security. Thats why cybersecurity remains mission-critical. $FTNT $PANW $CRWD" [X Link](https://x.com/Alerts_Bullish/status/2020933214911725627) 2026-02-09T18:50Z [---] followers, [---] engagements "$FTNT is down sharply. Drivers: AI disruption fears geopolitical headlines (China restrictions) But fundamentals remain strong: revenue growth earnings growth founder-led leadership Security demand isnt cyclical. Its structural" [X Link](https://x.com/Alerts_Bullish/status/2020933214911832308) 2026-02-09T18:50Z [---] followers, [---] engagements "$GIS General Mills Boring can be beautiful. Category leader Defensive demand Cheap vs history Dividend yield: 5.5%" [X Link](https://x.com/Alerts_Bullish/status/2016613878575354255) 2026-01-28T20:46Z [---] followers, [---] engagements "Quality being cheaper than it was during tariff-headline panic Thats the kind of dislocation I look for: fundamentals ok sentiment bad. Opportunity often looks uncomfortable" [X Link](https://x.com/Alerts_Bullish/status/2021904858518016069) 2026-02-12T11:10Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Alerts_Bullish Fatih | Bullish StockFatih | Bullish Stock posts on X about ai, $adbe, strong, dividend the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 100% stocks 65.08% technology brands 23.81% cryptocurrencies 22.22% financial services 4.76% exchanges 3.97% countries 3.17% automotive brands 0.79% celebrities 0.79% luxury brands 0.79%
Social topic influence ai 15.87%, $adbe #148, strong 15.08%, dividend #443, bullish #862, stocks 9.52%, $smt 7.94%, in the 7.14%, business 6.35%, $etsy 6.35%
Top accounts mentioned or mentioned by @llucianobtc @blacksailsrsch @izodtee @jcryptoyacht @altcoinpediax @andy_fitzgerald @maestro21039454 @thegaboeth
Top assets mentioned Adobe, Inc. (ADBE) Swarm Markets (SMT) Etsy Inc (ETSY) Copart, Inc. (CPRT) Fortinet Inc (FTNT) Bitcoin Gold (BTG) KKR & Co, Inc. (KKR) Shopify Inc (SHOP) Inter Parfums Inc (IPAR) Novo-Nordisk (NVO) Now Coin (NOW) Intuit Inc. (INTU) Bitcoin (BTC) NVIDIA Corp. (NVDA) Duolingo, Inc. (DUOL) Polkadot (DOT) SPDR GOLD ETF (GLD) Adappter Token (ADP) Orla Mining Ltd. (ORLA) Markel, Corp. (MKL) Strategy (MSTR) Taiwan Semiconductor (TSM) Medpace Holdings, Inc. Common Stock (MEDP) PayPal Holdings Inc (PYPL) Pinterest, Inc. (PINS) Camtek Ltd (CAMT) Alphabet Inc Class A (GOOGL) Metadium (META) General Mills, Inc. (GIS) Olema Pharmaceuticals, Inc. (OLMA) SPDR S&P [---] ETF Trust (SPY) Ero Copper Corp. (ERO)
Top posts by engagements in the last [--] hours
"Yes AI will disrupt weak software. But quality platforms with: proprietary data switching costs embedded workflows become stronger with AI. AI doesnt replace them. It upgrades them. $ADP $INTU $ADBE"
X Link 2026-02-09T14:48Z [---] followers, [---] engagements
"π 86.6% of all 10x stocks (20122022) started as microcaps. Names like $XPEL $TREX or $MEDP didnt begin as giants. The mistake Buying everything instead of filtering. We focus only on high-quality outliers link in bio (bullishstockalerts)"
X Link 2026-01-14T17:07Z [---] followers, [---] engagements
"$PINS $PYPL $JD Undervalued"
X Link 2026-02-01T23:28Z [---] followers, [---] engagements
"$MARA $RIOT Soon"
X Link 2026-02-10T14:52Z [---] followers, [---] engagements
"π₯ Bullish on $BTG (B2Gold). Low-cost production strong cash flow and rising gold prices create a powerful setup. New project ramps + solid reserves give $BTG one of the best risk-reward profiles in mid-tier gold"
X Link 2025-11-27T17:27Z [---] followers, [----] engagements
"Stop Guessing The Market Everyones trying to time [----]. But history keeps proving the same thing: Time in the market timing the market π Compounding beats predictions π° Quality businesses win long term And here are a few I love heading into 2026: $SMT $ADBE $KKR $CPRT Long-term mindset. Long-term wealth. https://twitter.com/i/web/status/2005338788415807713 https://twitter.com/i/web/status/2005338788415807713"
X Link 2025-12-28T18:03Z [---] followers, [---] engagements
"2026 Will Reward Patient Investors Wall Street says the S&P [---] might hit [----] in [----] But guessing numbers is noise. What matters β Recurring revenue β Strong balance sheets β Real compounding engines Here are [--] names that fit that criteria: $ADBE $SMT $CPRT $IPAR The future belongs to disciplined investors. https://twitter.com/i/web/status/2005338856191594909 https://twitter.com/i/web/status/2005338856191594909"
X Link 2025-12-28T18:03Z [---] followers, [---] engagements
"Access Impossible Opportunities Most investors cant access the best private companies in the world. But one ticker can: $SMT gives exposure to giants like SpaceX & ByteDance while also owning elite listed businesses. Why I like it for 2026: π₯ Long-term compounding strategy π₯ Access to private markets π₯ Strong conviction investing Real wealth = patience + quality. https://twitter.com/i/web/status/2005338925909397902 https://twitter.com/i/web/status/2005338925909397902"
X Link 2025-12-28T18:03Z [---] followers, [---] engagements
"Analysts think the S&P [---] could climb again in [----] But instead of predicting indexes focus on business quality. Here are [--] names worth studying: $SMT exposure to elite public & private tech (incl. SpaceX / ByteDance indirectly) $ADBE 96% recurring revenue + buybacks + wide moat $KKR massive growth engine in private markets & infrastructure $CPRT global leader in salvage auctions insanely resilient Wealth compounds through time in quality not timing the market. https://twitter.com/i/web/status/2005961024617271687 https://twitter.com/i/web/status/2005961024617271687"
X Link 2025-12-30T11:15Z [---] followers, [---] engagements
"Want exposure to innovation without betting on a single stock $SMT gives you: top global public tech access to elite private companies long holding mindset world-class capital allocation Its one of the cleanest ways to ride long-term mega-trends without day-trading hype. https://twitter.com/i/web/status/2006006610619994208 https://twitter.com/i/web/status/2006006610619994208"
X Link 2025-12-30T14:17Z [---] followers, [---] engagements
"Nobody knows what [----] brings. But history is clear: π Time in the market timing the market π° Quality beats speculation π Compounding rewards patience Names worth learning from: $SMT $ADBE $KKR $CPRT $IPAR $LIFCO-B $JDG Pick businesses. Not headlines"
X Link 2025-12-30T15:17Z [---] followers, [---] engagements
"The best wealth builders dont trade hype they compound π Here are a few quality names many investors overlook for 2026: $SMT Exposure to elite public + private innovators like SpaceX / ByteDance $ADBE 96% recurring revenue + buybacks + cash printing machine $KKR Leveraging global private markets growth $CPRT Resilient cash-rich auto auction giant Quality + time in the market = edge. #Investing #Stocks #2026 https://twitter.com/i/web/status/2006302956186898919 https://twitter.com/i/web/status/2006302956186898919"
X Link 2025-12-31T09:54Z [---] followers, [---] engagements
"Want stability + growth Look for recurring revenue machines π° $ADBE 96% recurring industry-standard creative tools $SMT Long-horizon innovation exposure $TOI / $CSU comparative style serial acquirer mindset $KKR Fee-driven compounding powerhouse Durability matters more than hype. #Investing #WealthBuilding #Compounding https://twitter.com/i/web/status/2006378560895017195 https://twitter.com/i/web/status/2006378560895017195"
X Link 2025-12-31T14:55Z [---] followers, [---] engagements
"The best opportunities arent always in the U.S. π $SMT Access to world-class global tech + private firms $IPAR Premium global fragrance growth story $LIFCO-B Swedish serial acquirer of niche leaders $JDG Scientific instruments powerhouse with elite capital allocation Going global = more opportunity less concentration risk. #GlobalInvesting #Stocks #2026 https://twitter.com/i/web/status/2006408760076406958 https://twitter.com/i/web/status/2006408760076406958"
X Link 2025-12-31T16:55Z [---] followers, [---] engagements
"Nobody knows [----]. What we DO know: Quality compounds Cash flow wins Discipline beats hype Names worth watching π $SMT $ADBE $KKR $CPRT $IPAR Your best investment Yourself. Second best Owning great businesses long enough. #Investing #Finance #Stocks"
X Link 2025-12-31T17:55Z [---] followers, [---] engagements
"Why Im bullish on B2Gold $BTG π§΅ The global setup is textbook bullish for gold miners: Persistent inflation risk Massive sovereign debt Central banks accumulating gold Rising geopolitical fragmentation Gold isnt just an inflation hedge anymore its a trust hedge. B2Gold offers: β real production β cash flow β leverage to rising gold prices When confidence in fiat weakens hard assets outperform. Gold miners are late and thats where opportunity lies. $XAG $XAU $GOLD $USD https://twitter.com/i/web/status/2010703399642112250 https://twitter.com/i/web/status/2010703399642112250"
X Link 2026-01-12T13:20Z [---] followers, [----] engagements
"$BTG $IAG $ORLA Still bullish despite their ATH"
X Link 2026-02-10T14:53Z [---] followers, [---] engagements
"China's AI chip boom Top picks: $SMIC $CAMT $WILL. Leading the charge in AI semiconductors. Which chip stocks in your portfolio #ChinaAI #Hardware"
X Link 2025-06-12T14:06Z [---] followers, [--] engagements
"Chinas AI chip leaders: $SMIC $CAMT $WILL. Get ahead with top picks Join our FREE newsletter for exclusive insights at Start your trading journey #ChinaAI #Hardware http://bullishstockalerts.com http://bullishstockalerts.com"
X Link 2025-06-12T14:12Z [---] followers, [---] engagements
"π¨ The S&P [---] $SPX is soaring but private credit is cracking. π $BXSL $ARCC $OBDC are sliding as defaults rise liquidity tightens and toxic refinancings pile up. This isnt a blip its the first true private credit downturn"
X Link 2025-10-19T19:03Z [---] followers, [---] engagements
"Jeff Bezos is back. He co-founded Project Prometheus and raised $6.2B π€― surpassing early $OPENAI and $GOOGL funding. Mission: AI that learns from the physical world robotic labs aerospace hardware autos. Talent pulled from OpenAI DeepMind $Meta"
X Link 2025-11-18T12:33Z [---] followers, [---] engagements
"JUST IN: 95% of all $BTC bought in the last [---] days is now underwater Higher than $COVID (92%) and $FTX (94%) Source: Bitcoin Archive"
X Link 2025-11-19T21:25Z [---] followers, [---] engagements
"π₯ $NVDA just backed #REVOLUT at a $75B valuation. The race for a global #SuperApp is on. πRevolut: 65M users 934M profit and digital finance growing faster than banks. ππ¨Why would an AI giant invest in a bank Because the future is AI-native finance + real-time decisions"
X Link 2025-11-25T22:04Z [---] followers, [---] engagements
"π¨ HSBC: $OPENAI needs $207B by [----] just to keep running. Even in a perfect scenario the math breaks AI is hitting energy and infrastructure limits not software limits. This isnt a tech boom; its an industrial arms race of GPUs power cooling and grid capacity"
X Link 2025-11-27T17:23Z [---] followers, [---] engagements
"In [----] Watsco $WSO looked too boring HVAC distribution solid margins insiders heavily invested. I passed. Since then $WSO is up +493.2%. Some of the best compounders look dull on the surface: Sleepy sectors High margins Owner-operators Long runways The market chases stories. Wealth is built in boring cash machines. (At Bullish Stock Alerts we hunt exactly those underpriced cash engines.) https://twitter.com/i/web/status/1996298072721347001 https://twitter.com/i/web/status/1996298072721347001"
X Link 2025-12-03T19:18Z [---] followers, [---] engagements
"$DHER just got a major signal from Wall Street. Morgan Stanley quietly boosted its voting power to 9.24% in Delivery Hero. Thats not a passive move big institutions dont grab voting rights unless they want influence. What it usually signals: Smart-money accumulation Confidence in a turnaround or asset sale Positioning ahead of strategic decisions No dilution. No distress. Just a heavyweight taking a bigger seat at the table. Bullish lean. Smart money doesnt do this by accident. #Stocks #Investing #DeliveryHero #MS #MarketNews https://twitter.com/i/web/status/1996623435259105739"
X Link 2025-12-04T16:51Z [---] followers, [---] engagements
"Best Buys Now what actually drove results π $MELI LatAms dominant e-commerce + fintech ecosystem; scale and margins compound over time. $PUBM Ad-tech value trap avoided; disciplined sell when fundamentals broke. $TTD High-quality ad platform temporarily out of favor; execution sentiment. $NET Internet infrastructure winner; long-term growth outweighed volatility. $ASML Absolute monopoly in EUV lithography; critical to global semiconductor progress. $SE Strong platform but capital discipline mattered; rotation improved overall returns. Want to go further and know exactly when to buy"
X Link 2025-12-16T10:38Z [---] followers, [---] engagements
"$GIS Bullish Alert: $GIS(General Mills) remains a strong defensive play in an uncertain market. Steady growth solid cash flows and a focus on pricing power suggest a calm but reliable rebound ahead. No hype just consistency and thats often where real performance hides"
X Link 2025-12-18T17:29Z [---] followers, [---] engagements
"$CPB(Campbell Soup Company) Neutral / Hold Alert: Campbell Soup remains a defensive staple undervalued but lacking any real short-term catalyst. Good yield solid stability better to hold than chase"
X Link 2025-12-18T21:41Z [---] followers, [---] engagements
"$MDLZ(Mondelez International) Buy Sell or Hold Mondelez remains a solid defensive stock πΌ but falling margins & high FCF valuation (68x) limit short-term upside. Verdict: Neutral / Watch Watch for a pullback below $52 for a better entry"
X Link 2025-12-19T21:11Z [---] followers, [---] engagements
"$RMS.PA(Herms) Trend: Bullish Current price: [----] Luxury demand steady; leather goods +10% YoY Record margins (41%) & strong cash position Buy near [----] or [----] target [----] Top-tier luxury name long-term compounder"
X Link 2025-12-23T16:19Z [---] followers, [--] engagements
"While AI absorbed capital in [----] many quality compounders lagged and now look interesting. Strong cash flows. Lower valuations. Less hype. Examples mentioned: Topicus ( $TOI.CA) 3i Group ( $III.L) Is [----] the year capital rotates back to quality π"
X Link 2025-12-24T14:49Z [---] followers, [---] engagements
"Small caps and overlooked markets are historically cheap vs large caps. $BETSB.ST gaming + digital entertainment cash generator $NORBT.OL niche tech + strong Nordic industrial demand $ATM.NZ consumer brand recovery potential $BG agriculture remains one of the most powerful global levers When rotations happen they happen fast. #SmallCaps #GlobalMarkets #Investing https://twitter.com/i/web/status/2004884261724213370 https://twitter.com/i/web/status/2004884261724213370"
X Link 2025-12-27T11:57Z [---] followers, [--] engagements
"Europe is cheaper than the US but innovation and demand are real. $ARGX biotech leader with breakthrough potential + pipeline $EBS.VI Erste Group benefits from rate environment & stable banking growth $SHA.DE industrial engineering + auto exposure with improving margins $LDO.MI strong defense book + European government backing [----] might be the year Europe finally outperforms #Stocks #Europe #ValueInvesting https://twitter.com/i/web/status/2005004506778452001 https://twitter.com/i/web/status/2005004506778452001"
X Link 2025-12-27T19:55Z [---] followers, [---] engagements
"Inflation isnt gone. Energy + metals + hard assets matter again. $HMY gold exposure & leverage if uncertainty returns $GROY royalties = cash flow without mining operational risk $KGH copper + critical metals = strategic assets for electrification $TXG.TO strong execution + operational discipline If [----] is volatile commodities might quietly dominate again. #Gold #Mining #Commodities #Macro https://twitter.com/i/web/status/2005019857826226362 https://twitter.com/i/web/status/2005019857826226362"
X Link 2025-12-27T20:56Z [---] followers, [---] engagements
"Some great businesses dont get enough attention π $IPAR Asset-light luxury fragrances π Licenses w/ Montblanc Jimmy Choo Coach Strong margins + consistent launches $LIFCO-B Swedish mini-Berkshire Acquires niche industrial leaders Over [---] companies under the umbrella $JDG Serial acquirer in scientific instruments Outstanding capital allocation +55000% since [----] π€― Sometimes boring beats flashy. https://twitter.com/i/web/status/2005994783467094332 https://twitter.com/i/web/status/2005994783467094332"
X Link 2025-12-30T13:30Z [---] followers, [---] engagements
"π Dividend snowball in action: $CME keeps raising payouts year after year and the share price is up too. Yield on cost = 4.5% $450 per year for every $10000 invested. Thats REAL passive income compounding silently in the background. #Dividends #CME #IncomeInvesting #Compounding #StockMarket https://twitter.com/i/web/status/2006794895353418075 https://twitter.com/i/web/status/2006794895353418075"
X Link 2026-01-01T18:29Z [---] followers, [---] engagements
"$CPRT so undervalued Will buy more soon"
X Link 2026-01-03T22:05Z [---] followers, [---] engagements
"Highest return of [----] π 𧬠$OLMA +349% Early cancer trial success Binary risk massive payoff Biotech is brutal until it isnt. #Biotech #Healthcare #Stocks"
X Link 2026-01-04T20:56Z [---] followers, [---] engagements
"$KPG (Kelly Partners Group) π [----] performance: -22.9% Despite strong intrinsic value growth the stock sold off making it 45% cheaper. Management sees overwhelming acquisition opportunities"
X Link 2026-01-09T22:59Z [---] followers, [---] engagements
"π One of the best compounders youve never heard of: $LMAT If you invested $10000 in 2006: S&P [---] $98690 LeMaitre Vascular $161460 Quiet. Boring. And it crushed the market. π Thread"
X Link 2026-01-13T14:09Z [---] followers, [---] engagements
"$LMAT sits at the intersection of powerful tailwinds: Aging global population Rising vascular diseases Growth in minimally invasive surgery Expansion in emerging markets Organic growth + M&A = dual engine compounding"
X Link 2026-01-13T14:09Z [---] followers, [--] engagements
"You could buy $META at 8.6x earnings in [----]. But inefficiencies like that are rare in large caps. In microcaps Mispricings happen constantly think $PDFS or $CTOS early on. Less coverage = more opportunity. We hunt these gaps link in bio (bullishstockalerts)"
X Link 2026-01-14T16:05Z [---] followers, [---] engagements
"82% of 1000% winners were already profitable. Cash-burning hype stocks fade. Real businesses compound. Early versions of $MEDP and $BOOT proved that. We avoid lottery tickets link in bio (bullishstockalerts)"
X Link 2026-01-14T16:09Z [---] followers, [---] engagements
"Elite microcap checklist: β Profitable β Low dilution β Low liquidity β High growth Stocks like $SFM or $KNSL checked these boxes early. Most names fail instantly. Thats the edge. See how we filter link in bio (bullishstockalerts)"
X Link 2026-01-14T19:08Z [---] followers, [---] engagements
"Funny paradox in the SaaS sell-off: Companies like Constellation Software & Topicus buy software companies for a living. Lower SaaS valuations = better acquisition economics. The sell-off may actually help them long term"
X Link 2026-01-19T17:43Z [---] followers, [---] engagements
"5 Stock Pitch: $MKL Often called a mini-Berkshire Hathaway. And for good reason. This is a business built to compound not to impress"
X Link 2026-01-21T12:30Z [---] followers, [--] engagements
"One thing I almost skipped but shouldnt. In the latest Rule Breaker Investing episode David Gardner revisits his risk score framework using real examples. Two stood out: $ETSY and $DUOL"
X Link 2026-01-26T06:33Z [---] followers, [---] engagements
"$ETSY is a great case study in misunderstood risk. The market sees: Slowing growth Consumer weakness Post-COVID normalization Gardner looks at something else entirely: Business resilience Long-term optionality Founder-led culture"
X Link 2026-01-26T06:34Z [---] followers, [---] engagements
"$ETSY isnt broken. Its a platform with: A unique supply side (creators) Strong network effects A brand that cant be copied by Amazon Short-term demand fluctuates. The ecosystem endures"
X Link 2026-01-26T13:34Z [---] followers, [---] engagements
"This is the key takeaway from the $ETSY discussion: Risk isnt volatility. Risk is permanent loss of business quality. And thats where many investors misjudge companies during drawdowns"
X Link 2026-01-26T14:34Z [---] followers, [---] engagements
"Thats why this week mattered. $CSU $SHOP $ETSY $DUOL Different businesses same pattern: π Price weakness π Business strength That gap is where long-term returns are born"
X Link 2026-01-26T15:34Z [---] followers, [---] engagements
"$EXR Extra Space Storage Self-storage works because life is messy. Month-to-month pricing Consolidation runway Inflation hedge Dividend yield: 4.5%"
X Link 2026-01-28T12:51Z [---] followers, [--] engagements
"$PAG Penske Automotive Group Why it works: Local dealership monopolies High-margin service & parts Rising vehicle complexity = recurring revenue Dividend yield: 3.3%"
X Link 2026-01-28T13:43Z [---] followers, [--] engagements
"$VICI VICI Properties Casino real estate with triple-net leases. Tenants paid 100% of rent during COVID. Durable cash flows + inflation escalators. Dividend yield: 6.4%"
X Link 2026-01-28T15:44Z [---] followers, [---] engagements
"$DRI Darden Restaurants Olive Garden. LongHorn. Ruths Chris. Scale matters in restaurants: Better pricing power Operational excellence Strong brand loyalty Dividend yield: 2.9%"
X Link 2026-01-28T16:44Z [---] followers, [--] engagements
"$WEN Wendys Mostly franchised = high-margin royalties. Upside drivers: International expansion Tech & loyalty programs Strong shareholder returns Dividend yield: 6.6%"
X Link 2026-01-28T18:45Z [---] followers, [---] engagements
"$LYB LyondellBasell Deep value + high income. US cost advantage Cash flow recovery plan Cyclical but priced for pain Dividend yield: 11.2%"
X Link 2026-01-28T19:45Z [---] followers, [---] engagements
"$ADBE Adobe Not a dividend play a share cannibal. Massive FCF Aggressive buybacks AI monetization just starting Buyback yield: 8.9%"
X Link 2026-01-28T21:47Z [---] followers, [---] engagements
"$TTE TotalEnergies Energy + transition. Low-cost oil producer Reinvesting into renewables European discount valuation Dividend yield: 5.9%"
X Link 2026-01-29T12:51Z [---] followers, [---] engagements
"$CTAS Cintas Operational excellence machine. Route density Cross-selling power GDP+ growth for decades Dividend yield: 0.9% (but growing fast)"
X Link 2026-01-29T13:52Z [---] followers, [---] engagements
"$CSU after a historic 50% drop $SHOP after a big pullback buyable yet New buys for the Forever Portfolio Volatility creates opportunity for prepared minds"
X Link 2026-01-30T13:52Z [---] followers, [---] engagements
"$ETSY is a great example of mispriced fear. Bears focus on: post-COVID normalization consumer weakness slower growth But the deeper question is: Is the ecosystem still valuable & durable"
X Link 2026-01-30T13:52Z [---] followers, [---] engagements
"Now $DUOL AI as a tailwind. $DUOL used generative AI + vibe coding to launch [---] new courses in [--] year. More than the previous [--] years combined. Content scales. But the moat isnt content"
X Link 2026-01-30T13:53Z [---] followers, [---] engagements
"The long-term bull case for $ETSY is not growth forever. Its: differentiated supply (creators) brand equity in handmade/vintage network effects repeat buyer behavior Risk volatility. Risk = permanent loss of quality"
X Link 2026-01-30T16:52Z [---] followers, [---] engagements
"The world is noisy. But the real edge is staying calm tracking the shifts and buying quality when price diverges from fundamentals. $CSU $SHOP $ETSY $DUOL different stories same pattern"
X Link 2026-01-30T19:54Z [---] followers, [---] engagements
"Time to buy more $DOT"
X Link 2026-01-31T22:09Z [---] followers, [---] engagements
"A lot of people got stopped out and ended up in cash. But cash isnt neutral when governments keep running deficits. Debt up currency purchasing power down over time. If youre in cash now you need a plannot emotions. $GLD $SLV"
X Link 2026-02-02T16:05Z [---] followers, [---] engagements
"If youre viewing this as a broader precious metals reset: $GLD and $GDX are the big liquid proxies. $GDXJ adds torque (and risk). But the same rule applies: volatility first fundamentals later"
X Link 2026-02-02T16:06Z [---] followers, [---] engagements
"I counted my silver coins I have the same number as before. Thats the right mental model: Price moves dont change your ounces. They change your emotion. Dont let volatility force bad decisions. $SLV $GLD"
X Link 2026-02-02T16:06Z [---] followers, [---] engagements
"π’ Why gold miners will likely yo-yo in the short term [--] Miners = gold plus emotional leverage Gold miners (ETFs like $GDX / $GDXJ) are: more volatile than gold itself ($GLD) far more sensitive to sentiment leverage and ETF flows. When gold drops -5% miners can fall -10% to -20%. When gold rebounds +3% miners may jump +8% then give it all back. π This is emotional beta not pure macro. [--] The recent sell-off was a leverage purge What we saw in late January: parabolic price action FOMO followed by margin hikes stop-losses and forced liquidations. Result: involuntary selling algos dumping miners"
X Link 2026-02-03T13:19Z [---] followers, [---] engagements
"Everyone talks about AI. But the biggest opportunity isnt search art or chatbots. π Its healthcare. And more specifically: clinical trials. Why Because AI beats every human on Earth at one critical skill: π§ pattern recognition. AI can scan massive patient datasets in seconds spotting risks correlations and signals humans would miss. This isnt hype. The Wall Street Journal calls it the biggest medical moment since antibiotics McKinsey calls it a game changer Medical journals call it a revolution And its already happening. The weakest link in modern medicine is still clinical trials: slow"
X Link 2026-02-03T13:27Z [---] followers, [--] engagements
"$BGC still undervalued with strong upside potential"
X Link 2026-02-03T13:54Z [---] followers, [--] engagements
"$PYPL buy opportunity here"
X Link 2026-02-03T13:54Z [---] followers, [---] engagements
"$BTG still undervalued with strong upside potential"
X Link 2026-02-03T13:59Z [---] followers, [---] engagements
"Everyone says China is uninvestable. Meanwhile $JD still delivers faster than Amazon in most cities. Cash flow positive. Logistics moat. The market priced it like its dying. Thats usually when value investors start buying"
X Link 2026-02-03T23:19Z [---] followers, [---] engagements
"$LND is farmland + discipline. Buy undervalued land improve it sell higher. Hard assets. Inflation hedge. Real demand. Not exciting but quietly powerful over time"
X Link 2026-02-04T02:00Z [---] followers, [--] engagements
"$DOT isnt built for hype cycles. Its built for infrastructure. When the noise fades thats usually what survives"
X Link 2026-02-04T03:28Z [---] followers, [---] engagements
"$PINS sits quietly between social media and e-commerce. High-intent users. Under-monetized globally. Cleaner platform better ad signal. It doesnt need to be Meta just profitable and focused"
X Link 2026-02-04T04:29Z [---] followers, [---] engagements
"$JD is trading like regulation killed e-commerce in China. Reality: logistics scale sticky users real profits. You dont need hypergrowth just normalization. When sentiment flips multiples follow. Deep value often looks uncomfortable first"
X Link 2026-02-04T18:30Z [---] followers, [----] engagements
"Since October the market has been pure whiplash: up / down / up / down. Thats what a range looks like: noise fakeouts emotions. What matters now is levels not headlines. NASDAQ isnt broken until the 200-day MA gives way. $QQQ $NDX $XLK"
X Link 2026-02-05T11:22Z [---] followers, [--] engagements
"Cold rational rule-set: π Below the 100-day MA I get extremely cautious. π Below the 200-day MA the odds shift toward a deeper correction. This applies to indices and to mania trades. $QQQ $SPY $BTC $MSTR"
X Link 2026-02-05T13:23Z [---] followers, [---] engagements
"$BTC broke the 200-day MA with a big red candle. Thats not magic. Its the market saying: Consensus is shifting. Id rather miss 3040% of a rebound than eat a 50% drawdown on conviction. $BTC $MSTR $COIN $HOOD"
X Link 2026-02-05T15:23Z [---] followers, [---] engagements
"When $MSTR breaks key moving averages the market is screaming risk. Most ignore it. Then comes the -50% / -60% damage. You can be right fundamentally and still get destroyed technically. $MSTR $BTC"
X Link 2026-02-05T17:24Z [---] followers, [---] engagements
"Perfect example: $NVO. Revenue and earnings can keep rising and the stock can still collapse. Because the market prices information you dont have. Again: watch price action not opinions. $NVO $LLY"
X Link 2026-02-05T19:24Z [---] followers, [---] engagements
"On $QQQ: still range-bound key supports matter the 200-day MA is the line in the sand Above it: no rushed conclusions. Break it: the market speaks. $QQQ $NDX"
X Link 2026-02-05T20:24Z [---] followers, [--] engagements
"Forget biotech stock picking. The real winners dont bet on which drug hits They profit every time a trial runs. Think picks & shovels of the pharma boom. $NVDA for AI. $TSM for chips. $SHOP for e-commerce. Theres a similar setup emerging in healthcare"
X Link 2026-02-06T14:03Z [---] followers, [---] engagements
"History lesson for investors: Gold rush shovel sellers win AI boom $NVDA wins E-commerce $SHOP wins Semiconductors $TSM wins Biotech wave The smart money is moving toward the enablers not the drug makers"
X Link 2026-02-06T15:03Z [---] followers, [---] engagements
"Novo Nordisk (NYSE: $NVO) is bouncing after the FDA said it found no increased risk of suicidal thoughts with GLP1 drugs and asked to remove the boxed warning easing a key overhang on the class and helping investors refocus on the longterm obesity and diabetes demand story despite Novos softer [----] guidance. STRONG BUY FOR NOVO https://twitter.com/i/web/status/2019791577707598014 https://twitter.com/i/web/status/2019791577707598014"
X Link 2026-02-06T15:13Z [---] followers, [---] engagements
"$NVO s GLP-1 breakthrough took decades to reach the market. Now imagine a business designed to accelerate dozens of drug pipelines at once Not dependent on a single breakthrough. Positioned at the center of all of them. Thats a powerful model"
X Link 2026-02-06T17:03Z [---] followers, [---] engagements
"The biggest compounders dont chase trends. They power them. AI infrastructure ( $NVDA) E-commerce platforms ( $SHOP) Semiconductors foundries ( $TSM) Biotech pipeline enablers Find the toll booth not the lottery ticket. Thats where long-term outperformance starts. https://twitter.com/i/web/status/2019834475610534036 https://twitter.com/i/web/status/2019834475610534036"
X Link 2026-02-06T18:04Z [---] followers, [---] engagements
"S&P [---] up 1.3% in January. Sentiment Neutral. Meanwhile software stocks are getting hit while the Nasdaq sits near highs. That divergence usually creates opportunities. $SPY $QQQ"
X Link 2026-02-09T09:46Z [---] followers, [--] engagements
"Nasdaq near highs. Software valuations near multi-year lows. That disconnect rarely lasts forever. Prices eventually follow earnings. $QQQ $ADBE $FTNT $NOW"
X Link 2026-02-09T09:51Z [---] followers, [---] engagements
"Worst performers recently Mostly software. $ADBE $FTNT $NOW $CSU.TO $TOI.V The cheaper great companies get the more interesting the setup becomes"
X Link 2026-02-09T12:47Z [---] followers, [---] engagements
"The market narrative right now: AI agents will replace traditional software. Why pay for subscriptions anymore That fear is driving drawdowns across the sector. But disruption cuts both ways. $ADBE $CRM $NOW $INTU"
X Link 2026-02-09T13:47Z [---] followers, [---] engagements
"Adobe is retiring nearly 9% of shares annually. Buying back stock while fundamentals hold = powerful compounding engine. Professionals are trained on Adobe. Entire industries run on its formats. Switching isnt frictionless. $ADBE"
X Link 2026-02-09T17:50Z [---] followers, [---] engagements
"Short term: AI = narrative shock Long term: AI = productivity layer embedded into existing software ecosystems. That favors incumbents more than disruptors in many cases. $ADBE $MSFT $GOOGL"
X Link 2026-02-09T20:51Z [---] followers, [---] engagements
"$ABT (Abbott Laboratories) Buy Sell or Hold Abbott remains a high-quality healthcare stock driven by diagnostics diabetes care (Freestyle Libre) and nutrition. However growth is slowing and valuation looks demanding at $127 (P/E 30x). Verdict: Neutral / Hold Attractive buy zone below $115 (support area). Consider selling above $135 if EPS growth doesnt pick up. Solid and defensive but already fairly priced. https://twitter.com/i/web/status/2003146366940279078 https://twitter.com/i/web/status/2003146366940279078"
X Link 2025-12-22T16:51Z [---] followers, [---] engagements
"𧬠The biggest winner of 2025: $OLMA +349% Clinical-stage biotech. One drug. One breakthrough. High risk massive payoff. #Biotech #Healthcare #HighRisk"
X Link 2026-01-07T15:32Z [---] followers, [---] engagements
"Three structural advantages: Proprietary datasets High switching costs Operating leverage from AI integration You dont rip out mission-critical software to save a few dollars. $NOW $ADBE $INTU $ADP"
X Link 2026-02-09T15:48Z [---] followers, [---] engagements
"When AI will kill all software becomes consensus valuation gaps appear. Charlie Munger was right: The big money is in waiting for panic. $QQQ $ADBE $FTNT"
X Link 2026-02-09T16:49Z [---] followers, [---] engagements
"The opportunity isnt in hype AI plays. Its in quality software being mispriced because of AI fear. High ROIC Strong FCF Dominant platforms Those usually win long term. $ADBE $FTNT $INTU $ADP $NOW"
X Link 2026-02-09T20:51Z [---] followers, [---] engagements
"The market votes in the short run. It weighs in the long run. Right now: fear. Later: earnings. That gap is where opportunities are built. $QQQ $ADBE $FTNT"
X Link 2026-02-09T21:51Z [---] followers, [---] engagements
"Most investors dont lose because markets are unpredictable they lose because they follow noise instead of research. We just released a short video breaking down how smart investors understand market cycles before the crowd using independent disciplined analysis. Full video below π Were almost at [---] newsletter subscribers Huge thank you to everyone whos joined us already π Lets keep going. π© Full access link is in the bio $AAPL $MSFT $TSLA $NVDA $AMZN $GOOGL $META $NFLX $AMD $INTC $BRK.B $JPM $BAC $V $MA $GS $BABA $XOM $CVX $GLD $SLV #Investing #Research #Finance #StockMarket #Commodities"
X Link 2025-12-02T15:25Z [---] followers, [----] engagements
"$PAYC spotlight: Founder-led HCM software with "Beti" employee-driven payroll slashing errors. High switching costs 35%+ ROCE zero debt insider ownership 11%. Stock down 60%+ since [----] on slower growth fears but mgmt/Terry Smith buying heavily. Cheap quality #PAYC #SaaS"
X Link 2025-12-09T17:45Z [---] followers, [---] engagements
"$MKL starts with specialty insurance. Collect premiums upfront Pay claims later Invest the float in stocks & businesses Insurance + investing = a compounding machine if done right"
X Link 2026-01-21T12:30Z [---] followers, [--] engagements
"What sets $MKL apart: Niche insurance markets Better risk pricing Disciplined capital allocation Long-term mindset This is not a trade. This is a decades-long ownership story"
X Link 2026-01-21T12:30Z [---] followers, [---] engagements
"If realized silver prices moved from roughly high 30s to [----] range in the next reporting window Then many silver miners should print materially higher profits vs the prior quarter. Thats when analysts typically revise estimates up. $PAAS $AG $HL"
X Link 2026-02-02T17:30Z [---] followers, [---] engagements
"@LLuciano_BTC $DOT"
X Link 2026-02-05T21:51Z [---] followers, [---] engagements
"Sent the reports to our paid subscribers : ultra bullish on basic materials like $ERO $BTG $SVM $VGZ $GFI $TRX $ORLA & the only healthcare in the portfolio $NVO Don't miss our next reports go to our website (link in bio)"
X Link 2026-02-07T15:46Z [---] followers, [---] engagements
"The United States far exceeded expectations by creating [------] jobs in January"
X Link 2026-02-11T13:45Z [---] followers, [--] engagements
"Most investors chase the highest dividend yields. Thats exactly where the risk is highest. The real outperformers historically sit in the second quintile of dividend yield. Not too high. Not too low. Just sustainable. Think quality compounders like $LW"
X Link 2026-02-11T13:58Z [---] followers, [--] engagements
"Investing is simple: Buy quality. Hold. Reinvest. Whats hard: ignoring noise not chasing hype trusting compounding Dividend machines reward patience. Screen idea: Filter stocks by: Dividend yield (not top 20%) Dividend growth payout ratio sustainability Thats where long-term compounders hide. Wealth isnt built by chasing the next hot trade. Its built by: durable businesses consistent dividends disciplined reinvestment Compounding excitement. Always. https://twitter.com/i/web/status/2021585236320980993 https://twitter.com/i/web/status/2021585236320980993"
X Link 2026-02-11T14:00Z [---] followers, [--] engagements
"From 19302023: $1k in S&P [---] $8.6M $1k in 2nd dividend quintile $31.2M Thats [--] more wealth with LESS downside risk. Yield traps destroy portfolios. Balanced yield + growth compounds them"
X Link 2026-02-11T15:00Z [---] followers, [--] engagements
"Why the highest dividend yields often underperform π§΅ Distressed businesses Unsustainable payouts Dividend cuts incoming High yield safe income. The real compounding machines live one tier below"
X Link 2026-02-11T16:00Z [---] followers, [--] engagements
"The dividend snowball works only if: the business survives the dividend grows capital isnt destroyed Thats why the Goldilocks zone wins. Not speculation. Not hype. Just disciplined compounding"
X Link 2026-02-11T17:00Z [---] followers, [--] engagements
"Dividend strategy most investors miss: Not: highest yield Not: no dividend But: β‘ 2nd quintile yield stocks Historically: fewer drawdowns stronger total return higher compounding rate"
X Link 2026-02-11T17:00Z [---] followers, [--] engagements
"Ultra bullish on basic materials $ERO $BTG $SVM $VGZ $GFI $TRX $ORLA as rising commodity prices + operating leverage should drive sharp earnings expansion and rerating cycles.Also constructive on $NVO (dominant GLP-1 growth engine) $LND / BrasilAgro (hard-asset farmland + inflation hedge) and $DOT as crypto infrastructure adoption accelerates. https://twitter.com/i/web/status/2020831294595211603 https://twitter.com/i/web/status/2020831294595211603"
X Link 2026-02-09T12:05Z [---] followers, [---] engagements
"If youre a net buyer of stocks for the next [--] years lower prices are a gift. Treat the market like a supermarket: you want discounts not markups. π"
X Link 2026-02-12T11:10Z [---] followers, [--] engagements
"$POOL The largest wholesale distributor of pool supplies globally. [------] customers. Massive economies of scale. Even Berkshire Hathaway owns it. Short-term demand is weak the business quality isnt"
X Link 2026-01-20T18:39Z [---] followers, [---] engagements
"Chinas dominance in refining capacity (IEA data): Gallium 99% Graphite 95% Manganese 95% Rare earths 92% Cobalt 77% Lithium 70% Titanium 69% Copper 44% Nickel 34% Key Chinese players: $CHALF $ACH $ZIJMF $GELYF $BYDDF $CATL"
X Link 2026-02-09T11:40Z [---] followers, [---] engagements
"$ADBE: price down shares outstanding down (buybacks) revenue & earnings still rising The market sees AI risk. Reality: AI may be strengthening the moat. Firefly already integrated into workflows"
X Link 2026-02-09T17:49Z [---] followers, [---] engagements
"No enterprise CFO risks: networks compliance data protection to save money on security. Thats why cybersecurity remains mission-critical. $FTNT $PANW $CRWD"
X Link 2026-02-09T18:50Z [---] followers, [---] engagements
"$FTNT is down sharply. Drivers: AI disruption fears geopolitical headlines (China restrictions) But fundamentals remain strong: revenue growth earnings growth founder-led leadership Security demand isnt cyclical. Its structural"
X Link 2026-02-09T18:50Z [---] followers, [---] engagements
"$GIS General Mills Boring can be beautiful. Category leader Defensive demand Cheap vs history Dividend yield: 5.5%"
X Link 2026-01-28T20:46Z [---] followers, [---] engagements
"Quality being cheaper than it was during tariff-headline panic Thats the kind of dislocation I look for: fundamentals ok sentiment bad. Opportunity often looks uncomfortable"
X Link 2026-02-12T11:10Z [---] followers, [--] engagements
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