# ![@BagholderIQ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1873153499539873792.png) @BagholderIQ Bag Holder IQ

Bag Holder IQ posts on X about ai, $well, welltower, $uber the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1873153499539873792/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1873153499539873792/c:line/m:interactions.svg)

- [--] Week [-----] -49%
- [--] Month [------] +14%
- [--] Months [-------] -97%
- [--] Year [----------] +132,526%

### Mentions: [--] [#](/creator/twitter::1873153499539873792/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1873153499539873792/c:line/m:posts_active.svg)

- [--] Week [--] -59%
- [--] Month [---] +49%
- [--] Months [---] -3.60%
- [--] Year [-----] +2,618%

### Followers: [---] [#](/creator/twitter::1873153499539873792/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1873153499539873792/c:line/m:followers.svg)

- [--] Week [---] +0.59%
- [--] Month [---] +2.50%
- [--] Months [---] +21%
- [--] Year [---] +2,077%

### CreatorRank: [---------] [#](/creator/twitter::1873153499539873792/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1873153499539873792/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  74.52% [finance](/list/finance)  36.94% [technology brands](/list/technology-brands)  31.85% [cryptocurrencies](/list/cryptocurrencies)  12.74% [automotive brands](/list/automotive-brands)  3.18% [countries](/list/countries)  3.18% [celebrities](/list/celebrities)  1.91% [social networks](/list/social-networks)  1.27% [exchanges](/list/exchanges)  0.64%

**Social topic influence**
[ai](/topic/ai) 19.75%, [$well](/topic/$well) #9, [welltower](/topic/welltower) #9, [$uber](/topic/$uber) 8.92%, [$goog](/topic/$goog) #235, [$amzn](/topic/$amzn) #379, [future](/topic/future) 7.01%, [in the](/topic/in-the) 6.37%, [$eth](/topic/$eth) 5.73%, [stocks](/topic/stocks) 5.73%

**Top accounts mentioned or mentioned by**
[@carsontalkmoney](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@ashton1nvests](/creator/undefined) [@capexandchill](/creator/undefined) [@peterschiff](/creator/undefined) [@qualityinvest5](/creator/undefined) [@oguzerkan](/creator/undefined) [@jdonovan42](/creator/undefined) [@elonmusk](/creator/undefined) [@brendanvss](/creator/undefined) [@nataninvesting](/creator/undefined) [@wealthmatica](/creator/undefined) [@logicalthesis](/creator/undefined) [@dividenddudex](/creator/undefined) [@rovercrc](/creator/undefined) [@thetechinvest](/creator/undefined) [@themotleyfool](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@dividenddollar](/creator/undefined) [@kcapitalabhi](/creator/undefined)

**Top assets mentioned**
[WELL3 (WELL)](/topic/$well) [Welltower Inc (WELL)](/topic/welltower) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ethereum (ETH)](/topic/$eth) [NuCypher (NU)](/topic/$nu) [RAI Finance (SOFI)](/topic/$sofi) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Bitcoin (BTC)](/topic/bitcoin) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [UnitedHealth Group (UNH)](/topic/$unh) [Now Coin (NOW)](/topic/$now) [Dave Inc. (DAVE)](/topic/$dave) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [MercadoLibre Inc (MELI)](/topic/$meli) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Applied Digital Corp. (APLD)](/topic/$apld) [Iris Energy Limited (IREN)](/topic/$iren) [Netflix Inc (NFLX)](/topic/$nflx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Tesla, Inc. (TSLA)](/topic/tesla) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Salesforce Inc (CRM)](/topic/$crm) [Microsoft Corp. (MSFT)](/topic/microsoft) [ZetaChain (ZETA)](/topic/$zeta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Trade Desk, Inc. (TTD)](/topic/$ttd) [ChargePoint Holdings, Inc. (CHPT)](/topic/$chpt) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [UiPath, Inc. (PATH)](/topic/$path) [ServiceNow Inc (NOW)](/topic/servicenow) [NVIDIA Corp. (NVDA)](/topic/$nvda) [IonQ, Inc. (IONQ)](/topic/$ionq)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@themotleyfool Nobody is talking about the aging population one of the biggest secular tailwinds in the market. Welltower sits right at the center of it. Add AI-driven efficiencies and data advantages and this behemoth is just getting started. $WELL"  
[X Link](https://x.com/BagholderIQ/status/2019242216343105981)  2026-02-05T02:50Z [---] followers, [----] engagements


"Glad a got out of $UNH in the $340s after buying at $280 Good business"  
[X Link](https://x.com/BagholderIQ/status/2016108168934216036)  2026-01-27T11:16Z [---] followers, [---] engagements


"@CarsonTalkMoney $ETH is nothing like silver Its valued on usage fees and adoption not scarcity I do believe in tokenisation of assets but I choose to invest via $BNMR"  
[X Link](https://x.com/BagholderIQ/status/2016335266357616835)  2026-01-28T02:19Z [---] followers, [--] engagements


"Its now time to do nothing as a investor Dont catch falling knives yet. We dont know how much they have to fall Also dont sell your favourite companies $GOOG $AXON $WELL $UBER $NFLX $MELI"  
[X Link](https://x.com/BagholderIQ/status/2017339665758515672)  2026-01-30T20:50Z [---] followers, [---] engagements


"Remember patience is the most important skill you need right now Stocks Im watching to buy more $AXON $MELI $NU $UBER $NOW $NFLX"  
[X Link](https://x.com/BagholderIQ/status/2018314484654186613)  2026-02-02T13:24Z [---] followers, [---] engagements


"After falling 80% from its peak $PATH is a steal the agentic AI specialist is turning profitable as it scales with the U.S. Coast Guard & SSA. At $12.50 it trades at a forward P/E of [--]. Some highlights Market Leader: Dominating "repetitive office task" automation while pivoting to Agentic AI. Improving Financials: On track for its first profitable year; revenue expected to hit $1.9B in [--] years. UiPath owns the enterprise "to-do list." https://twitter.com/i/web/status/2018328508284469613 https://twitter.com/i/web/status/2018328508284469613"  
[X Link](https://x.com/BagholderIQ/status/2018328508284469613)  2026-02-02T14:19Z [---] followers, [---] engagements


"@jdonovan42 I hear you but I think $PATH is different. MSFT is a broad generalist UiPath is best-in-class for complex enterprise automation. Specialists only get wiped when theres no moat And $PATH still has one"  
[X Link](https://x.com/BagholderIQ/status/2018338481789956459)  2026-02-02T14:59Z [---] followers, [---] engagements


"@QualityInvest5 Neither has a moat $PYPL and $ADBE"  
[X Link](https://x.com/BagholderIQ/status/2018840229424328954)  2026-02-04T00:13Z [---] followers, [---] engagements


"This is the only way $PYPL survives with Musk stepping in Makes sense too could integrate into X and Tesla to help create the everything app Do it @elonmusk Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he were to buy the entire company back The company is very profitable and generates cashflow. It needs a work over but could be one of https://t.co/ra5Ejay5Au Not sure if people know this but @elonmusk was a co-founder of $PYPL and use to known as https://t.co/v4yeOje719 an Online bank. Imagine if he"  
[X Link](https://x.com/BagholderIQ/status/2018843827071791270)  2026-02-04T00:27Z [---] followers, [---] engagements


"@Brendan_vss @nataninvesting Here are so highlights or low lights Active account growth flat (12%) Revenue growth down to low single digits Operating cash flow falling despite higher reported earnings Its eroding and slowly dying"  
[X Link](https://x.com/BagholderIQ/status/2019150298606887381)  2026-02-04T20:45Z [---] followers, [--] engagements


"@Brendan_vss @nataninvesting Ok well you can keep investing if you believe in the business Hope it goes well for you Personally I have to leave it where it is David $PYPL"  
[X Link](https://x.com/BagholderIQ/status/2019155027030610292)  2026-02-04T21:04Z [---] followers, [--] engagements


"Uber highlights increased sales by 20% and guided for bookings growth of 19% in Q1 grew free cash flow (FCF) by 42% delivered Uber One growth of 55% (now [--] million members equalling 50% of bookings) saw monthly active platform users rise by 18% plans to have autonomous vehicles (AVs) running in [--] cities in [----] generated 60% of its mobility bookings outside of the U.S. Now trading at just [--] times FCF Ubers growth optionality and strong positioning in the burgeoning AV industry make it one of my favorite growth stocks $UBER https://twitter.com/i/web/status/2019241167943008435"  
[X Link](https://x.com/BagholderIQ/status/2019241167943008435)  2026-02-05T02:46Z [---] followers, [--] engagements


"Open the market I want to buy $GOOGL while its down $GOOG"  
[X Link](https://x.com/BagholderIQ/status/2019397780955861299)  2026-02-05T13:08Z [---] followers, [---] engagements


"@CarsonTalkMoney How many of these are you losing money right now"  
[X Link](https://x.com/BagholderIQ/status/2019440709346955584)  2026-02-05T15:59Z [---] followers, [--] engagements


"@CarsonTalkMoney You know I love $GRAB I actually meant are you down on these positions I am on Grab but not worried as a long term"  
[X Link](https://x.com/BagholderIQ/status/2019473709451313277)  2026-02-05T18:10Z [---] followers, [---] engagements


"@CarsonTalkMoney Keep going Ive been looking at $SOFI myself Maybe under $20 is a good entry Im doing well with $O and $WELL which are my top [--] positions"  
[X Link](https://x.com/BagholderIQ/status/2019476737508122688)  2026-02-05T18:22Z [---] followers, [---] engagements


"@Mindset4Money_X Really happy for us Glad you recommended this one Its SOFI but better Any by way my real name is Dave lol $DAVE"  
[X Link](https://x.com/BagholderIQ/status/2019527655037759695)  2026-02-05T21:44Z [---] followers, [---] engagements


"@CarsonTalkMoney You beee to consider $DAVE Its killing it after hours Its even better than $SOFI"  
[X Link](https://x.com/BagholderIQ/status/2019528670445261270)  2026-02-05T21:48Z [---] followers, [---] engagements


"@Dividend_Dollar Deal I will be buying under $200 tomorrow $AMZN"  
[X Link](https://x.com/BagholderIQ/status/2019532262253965642)  2026-02-05T22:03Z [---] followers, [----] engagements


"@CapexAndChill I agree over $NFLX They have already started podcasts Imagine if they also started streaming music One account access to TV and music Yes please"  
[X Link](https://x.com/BagholderIQ/status/2019573181909004315)  2026-02-06T00:45Z [---] followers, [---] engagements


"Imagine selling the likes of Amazon and Google because they decide to invest in the future These investments will make them even bigger in the future $amzn $googl"  
[X Link](https://x.com/BagholderIQ/status/2019573948900602038)  2026-02-06T00:48Z [---] followers, [---] engagements


"@Ashton_1nvests I will sell my wife at that point $amzn"  
[X Link](https://x.com/BagholderIQ/status/2019576231667056941)  2026-02-06T00:57Z [---] followers, [---] engagements


"Im down 4.86% YTD Hows everyone else doing $googl $amzn $o $axon"  
[X Link](https://x.com/BagholderIQ/status/2019577371477913896)  2026-02-06T01:02Z [---] followers, [---] engagements


"@CarsonTalkMoney Not unles it drops more AMZN results are improving (AWS and ads strong) but the big margin growth surprise wasnt there Its not a Google or Meta $GOOGL $AMZN $META"  
[X Link](https://x.com/BagholderIQ/status/2019738597889638552)  2026-02-06T11:43Z [---] followers, [---] engagements


"Google owns 6% of Space X 10% Anthropic Nice to get these for free when owning $GOOG $GOOGL"  
[X Link](https://x.com/BagholderIQ/status/2019762576544936094)  2026-02-06T13:18Z [---] followers, [---] engagements


"@CarsonTalkMoney If it goes to under $190 I will be in For now I prefer $GOOG which is my 2nd largest position"  
[X Link](https://x.com/BagholderIQ/status/2019772125469397261)  2026-02-06T13:56Z [---] followers, [--] engagements


"I like to find stocks that are undervalued because everyone is not talking about them $SOFI is the obvious play but its way more overvalued than $DAVE Daves forward P/E 18x SoFis forward P/E 54x By the way Ive also own $NU for years. They can really disrupt the US banking sector when they come in https://twitter.com/i/web/status/2019774534438596687 https://twitter.com/i/web/status/2019774534438596687"  
[X Link](https://x.com/BagholderIQ/status/2019774534438596687)  2026-02-06T14:05Z [---] followers, [--] engagements


"I like to find stocks that are undervalued because everyone is not talking about them $SOFI is the obvious play but its way more overvalued than $DAVE Daves forward P/E 18x SoFis forward P/E 54x Cheaper valuation more upside"  
[X Link](https://x.com/BagholderIQ/status/2019775167979737574)  2026-02-06T14:08Z [---] followers, [---] engagements


"@CapexAndChill Interesting Bought $now on the dip but it dipped more Agree with you here"  
[X Link](https://x.com/BagholderIQ/status/2020232419086107005)  2026-02-07T20:25Z [---] followers, [---] engagements


"@KCapitalAbhi @JohnnyThMonkey This is so obvious too $UBER"  
[X Link](https://x.com/BagholderIQ/status/2020236345436962880)  2026-02-07T20:40Z [---] followers, [--] engagements


"Stong list $ZETA is the only one in this list I wouldnt touch as it seems risky and I dont yet understand what exactly they do If I dont understand it I wont invest. Too many dont take this advice Others on here spot on. I also have $Dave which has lower PE but that results as alternative to $SOFI You should also consider one of the fastest growing sectors due to our ageing population senior living I have welltower $well and Sonida senior living $snda Great long term investments https://twitter.com/i/web/status/2020541233311949231 https://twitter.com/i/web/status/2020541233311949231"  
[X Link](https://x.com/BagholderIQ/status/2020541233311949231)  2026-02-08T16:52Z [---] followers, [---] engagements


"@bankersguide @wealthmatica $pypl 😂"  
[X Link](https://x.com/BagholderIQ/status/2020542649371881895)  2026-02-08T16:58Z [---] followers, [--] engagements


"@Ashton_1nvests Be great to hear your thoughts I know people that work at Welltower and they are promoting huge growth outlooks"  
[X Link](https://x.com/BagholderIQ/status/2020550677596950654)  2026-02-08T17:29Z [---] followers, [--] engagements


"@Investinc_Intel @Ashton_1nvests Isnt that just like $CRM"  
[X Link](https://x.com/BagholderIQ/status/2020607604486201521)  2026-02-08T21:16Z [---] followers, [--] engagements


"@CarsonTalkMoney Dont forget $DAVE $SOFI"  
[X Link](https://x.com/BagholderIQ/status/2020913751067689379)  2026-02-09T17:32Z [---] followers, [---] engagements


"More bullish news for $UBER Uber agrees to buy Turkish company Getirs delivery operations in a deal that will bolster the US companys position in the Middle East https://t.co/UVdN4WDIiT Uber agrees to buy Turkish company Getirs delivery operations in a deal that will bolster the US companys position in the Middle East https://t.co/UVdN4WDIiT"  
[X Link](https://x.com/BagholderIQ/status/2020915472800068093)  2026-02-09T17:39Z [---] followers, [---] engagements


"@MikeLongTerm Love this And I can see that coming 😂 $GRAB"  
[X Link](https://x.com/BagholderIQ/status/2020993121060892682)  2026-02-09T22:48Z [---] followers, [---] engagements


"@Ashton_1nvests Until I retire Although I plan to switch to more dividend stocks as I age"  
[X Link](https://x.com/BagholderIQ/status/2021030774338937035)  2026-02-10T01:17Z [---] followers, [---] engagements


"@QualityInvest5 @Crypto_Briefing $GOOG"  
[X Link](https://x.com/BagholderIQ/status/2021038813439721518)  2026-02-10T01:49Z [---] followers, [---] engagements


"Been thinking about why $NOW deserves a structural premium vs $ADBE. ServiceNow is a system of record. It owns incident history approvals workflows institutional memory. That data compounds every day and AI reinforces the moat. Leaving means losing history. Adobe is a system of creation. Incredible tools massive brand but the content belongs to users not Adobe. This is where AI starts to hurt the business https://twitter.com/i/web/status/2021041641759371308 https://twitter.com/i/web/status/2021041641759371308"  
[X Link](https://x.com/BagholderIQ/status/2021041641759371308)  2026-02-10T02:00Z [---] followers, [---] engagements


"$CRM owns the customer record but owning data isnt a free pass. Execution simplicity and ROI discipline are the real tests. Microsofts Dynamics + Copilot bundles CRM AI and workflows is a direct alternative. This is enough for most businesses (including where I work I use dynamics daily) This is why I wont invest in $CRM even at a lower price https://twitter.com/i/web/status/2021043701795946815 https://twitter.com/i/web/status/2021043701795946815"  
[X Link](https://x.com/BagholderIQ/status/2021043701795946815)  2026-02-10T02:09Z [---] followers, [--] engagements


"Have you used Microsoft dynamics With copilot its good enough for most business so that eats $CRM breakfast. I use dynamics daily $NOW owns how enterprises operate in including incidents approvals history. That data compounds daily and AI strengthens the moat Adobe doesnt own any data Data is what keeps these Saas companies going https://twitter.com/i/web/status/2021044852461375530 https://twitter.com/i/web/status/2021044852461375530"  
[X Link](https://x.com/BagholderIQ/status/2021044852461375530)  2026-02-10T02:13Z [---] followers, [---] engagements


"@FinanceJack44 Adobe is not a system of record Adobe = tools for creation but the content belongs to users $Now is the fortress It owns operational history: IT incidents HR workflows approvals finance processes AI needs data ask $ADBE doesnt have it"  
[X Link](https://x.com/BagholderIQ/status/2021045954133323811)  2026-02-10T02:17Z [---] followers, [---] engagements


"I dont think $CRM or $ADBE is dying by the way Microsoft dynamics is good its lot cheaper than $CRM so I see It disrupting it I dont think we will see Adobe going up again for a long time. Its a mixed bag for me $NOW has a chance to do well and by linking in AI it can do very well https://twitter.com/i/web/status/2021182713202393468 https://twitter.com/i/web/status/2021182713202393468"  
[X Link](https://x.com/BagholderIQ/status/2021182713202393468)  2026-02-10T11:21Z [---] followers, [---] engagements


"@CarsonTalkMoney Its all about who has the biggest moat In this case data is the moat"  
[X Link](https://x.com/BagholderIQ/status/2021268089543770349)  2026-02-10T17:00Z [---] followers, [--] engagements


"@LogicalThesis Interesting to hear you say $SNDA Ive had a lot of success with the bigger player welltower $WELL due to our ageing population (up 58% ytd) Im keen to add more in this sector. So checking it out Maybe Welltower could buy them our longer term"  
[X Link](https://x.com/BagholderIQ/status/1991744253756920223)  2025-11-21T05:43Z [---] followers, [---] engagements


"Why am I one of the few investors who can see the tidal wave of growth coming in elderly care I already have 10%+ of my portfolio in Welltower $WELL the dominant blue-chip REIT with premium facilities rising occupancy and a balance sheet built for an ageing population boom. And now Ive opened a position in Sonida Senior Living $SNDA a turnaround operator with accelerating occupancy improving margins and massive leverage to industry demand. This is a bet on the aging population. @LogicalThesis https://twitter.com/i/web/status/1991937406644416662"  
[X Link](https://x.com/BagholderIQ/status/1991937406644416662)  2025-11-21T18:31Z [---] followers, [----] engagements


"@wealthmatica Elderly care stocks Huge tailwind as population ages I have 10% of my portfolio in Welltower $WELL (up 60% ytd) and keeps rising Also smaller position in Sonida Senior Living $SNDA This is mainly being missed by the market"  
[X Link](https://x.com/BagholderIQ/status/1992194654926954958)  2025-11-22T11:33Z [---] followers, [---] engagements


"Welltower $WELL and Sonida $SNDA are riding one of the strongest demographic tailwinds in the market. An aging population and chronic undersupply of senior living units = long-term pricing power. [-----] Americans turn [--] every single day through [----]. By [----] the 80+ population will nearly double. Senior living demand isnt coming its unavoidable math https://twitter.com/i/web/status/1998224695372533833 https://twitter.com/i/web/status/1998224695372533833"  
[X Link](https://x.com/BagholderIQ/status/1998224695372533833)  2025-12-09T02:54Z [---] followers, [---] engagements


"@oguzerkan Welltower is a direct winner from falling interest rates. Cheaper capital = more ground-up development more senior housing capacity and a bigger residential care empire. In a world aging faster than ever Welltower just keeps building. $WELL"  
[X Link](https://x.com/BagholderIQ/status/1998928966065999887)  2025-12-11T01:32Z [---] followers, [---] engagements


"@leevalueroach Senior care This will take us into the next 10-20 years as our population ages Welltower And Sonida Senior living [--] Good examples $WELL $SNDA"  
[X Link](https://x.com/BagholderIQ/status/2006912969981002153)  2026-01-02T02:18Z [---] followers, [---] engagements


"@PronkDaniel Welltower Our ageing population makes this one a clear winner and not many have noticed Senior living will boom over the next [--] years and beyond $well"  
[X Link](https://x.com/BagholderIQ/status/2009071625891893573)  2026-01-08T01:16Z [---] followers, [---] engagements


"@CapexAndChill I would love to hear your views on welltower Went to an investment even before Christmas and they are so optimistic on the future with the growing demand for senior care with our populating getting older I think under $180 is the price to buy $WELL"  
[X Link](https://x.com/BagholderIQ/status/2009309895309353383)  2026-01-08T17:03Z [---] followers, [--] engagements


"@Ashton_1nvests Welltower as the demand for senior care homes will only rise as our population ages $WELL"  
[X Link](https://x.com/BagholderIQ/status/2016334130984739031)  2026-01-28T02:14Z [---] followers, [---] engagements


"Why are more people not buying welltower Senior care demand is exploding and now they are using AI to lower costs Win win $WELL Welltower is poised for growth thanks to AI-driven advances in healthcare. This REIT is capitalizing on tech breakthroughs transforming medical care making it a strong alternative to traditional tech stocks. More details: https://t.co/RFtECbJDtW Welltower is poised for growth thanks to AI-driven advances in healthcare. This REIT is capitalizing on tech breakthroughs transforming medical care making it a strong alternative to traditional tech stocks. More details:"  
[X Link](https://x.com/BagholderIQ/status/2018699543391383752)  2026-02-03T14:54Z [---] followers, [---] engagements


"@CapexAndChill Maybe now is the time for me to open a position in $SE"  
[X Link](https://x.com/BagholderIQ/status/2018739226544665036)  2026-02-03T17:31Z [---] followers, [---] engagements


"$NOW is goin to win with AI $NOW's $7.75B Armis acquisition is a total asset visibility play required to govern autonomous agents. CIOs are or at least should be worried about shadow AI and unmanaged agents executing unauthorized workflows across fragmented systems. ServiceNow is effectively selling the $NOW's $7.75B Armis acquisition is a total asset visibility play required to govern autonomous agents. CIOs are or at least should be worried about shadow AI and unmanaged agents executing unauthorized workflows across fragmented systems. ServiceNow is effectively selling the"  
[X Link](https://x.com/BagholderIQ/status/2021186007404531734)  2026-02-10T11:34Z [---] followers, [---] engagements


"Welltower Results $WELL Q425 Normalized FFO +22.5% FY +28% YoY in Q4 Seniors housing SSNOI +20%+ for [--] straight quarters Occupancy up 400bps margins expanding fast $6.4B net investments pure-play rental housing A- / A3 balance sheet + 10% dividend hike As our population ages senior living is a gold mine Why are you not investing https://twitter.com/i/web/status/2021385247393300673 https://twitter.com/i/web/status/2021385247393300673"  
[X Link](https://x.com/BagholderIQ/status/2021385247393300673)  2026-02-11T00:46Z [---] followers, [---] engagements


"@CarsonTalkMoney I bought [--] $ETH last week under $2k Was very pleased with myself Bargain at these levels"  
[X Link](https://x.com/BagholderIQ/status/2021416187620622394)  2026-02-11T02:49Z [---] followers, [--] engagements


"@CarsonTalkMoney Gone in for $ZETA Leaving $SOFI for now and have $DAVE and $NU"  
[X Link](https://x.com/BagholderIQ/status/2021673053713727761)  2026-02-11T19:49Z [---] followers, [---] engagements


"@CarsonTalkMoney $16.09 feel happy with that Now 3% of my portfolio Also picked up $PGY which I have been watching"  
[X Link](https://x.com/BagholderIQ/status/2021908584490287159)  2026-02-12T11:25Z [---] followers, [---] engagements


"@Mr_Derivatives Yep $O and welltower $Well Great to own in these times"  
[X Link](https://x.com/BagholderIQ/status/2022008754905178126)  2026-02-12T18:03Z [---] followers, [---] engagements


"If $AMZN is still under $200 at the open Im seriously considering rotating out of my $ASML position (sitting on 95% gains) and going in big. Heres why: Amazon under $200 means youre buying: $2T company AWS still growing 20% YoY Advertising business compounding double digits Retail margins structurally higher than pre-COVID Massive AI infrastructure buildout underway Yes I know capex is heavy. Yes I know near-term margins get pressured. But this is exactly when you want to own it. https://twitter.com/i/web/status/2022305667793465769 https://twitter.com/i/web/status/2022305667793465769"  
[X Link](https://x.com/BagholderIQ/status/2022305667793465769)  2026-02-13T13:43Z [---] followers, [---] engagements


"@CarsonTalkMoney Im actually considering opening positions in $SOFI and $ZETA today Good entry point"  
[X Link](https://x.com/BagholderIQ/status/2021608665308963256)  2026-02-11T15:34Z [---] followers, [---] engagements


"$GRAB metrics keep improving only a matter of time until the share price does too If operating leverage data was an art piece: $GRAB https://t.co/51UlTu4aAP If operating leverage data was an art piece: $GRAB https://t.co/51UlTu4aAP"  
[X Link](https://x.com/BagholderIQ/status/2021908918411395360)  2026-02-12T11:27Z [---] followers, [---] engagements


"My top [--] positions after todays moves 1) $O 12% 2) Welltower $WELL 11% 3) $MELI 10% 4) $GOOG 10% 5) $AMZN 9.5% $UBER $NFLX $AXON are in the [--] to 7% range"  
[X Link](https://x.com/BagholderIQ/status/2022345604735565896)  2026-02-13T16:22Z [---] followers, [---] engagements


"I did it $ASML gone at 95% profit Now have Amazon at average price or $198. Thats a great [--] year investment $AMZN If $AMZN is still under $200 at the open Im seriously considering rotating out of my $ASML position (sitting on 95% gains) and going in big. Heres why: Amazon under $200 means youre buying: $2T company AWS still growing 20% YoY Advertising business compounding If $AMZN is still under $200 at the open Im seriously considering rotating out of my $ASML position (sitting on 95% gains) and going in big. Heres why: Amazon under $200 means youre buying: $2T company AWS still growing 20%"  
[X Link](https://x.com/BagholderIQ/status/2022327513704255740)  2026-02-13T15:10Z [---] followers, [---] engagements


"@CarsonTalkMoney Amazon has gone from [--] to 9.5% of my portfolio today I have no cash left now Feel really good having it under $198. This is a $400 stock in [--] years"  
[X Link](https://x.com/BagholderIQ/status/2022334547200016684)  2026-02-13T15:38Z [---] followers, [--] engagements


"@CarsonTalkMoney Yeah I did sell all $ASML. I couldnt think of a better way to fund $AMZN I also have a big position in $MELI My top [--] positions are now 1) $O 12% (forever hold) 2) Welltower $WELL 11% (Foreever hold) 3) $MELI 10% 4) $GOOG 10% (forever hold) 5) $AMZN 9.5% (forever hold)"  
[X Link](https://x.com/BagholderIQ/status/2022339389859529194)  2026-02-13T15:57Z [---] followers, [--] engagements


"While the market obsesses over $BABA and $PDD JD quietly built the Amazon of China but with one huge advantage it owns the logistics 🚚 1500+ warehouses ⚡ Same-day delivery to 90% of China 📦 Third parties now rely on JD Logistics JD isnt just e-commerce its infrastructure. Chinas middle class is still growing lower-tier cities are coming online and JDs brand = trust + speed. At todays valuation youre basically buying Amazons playbook at a deep discount. Long $JD. https://twitter.com/i/web/status/1969940074688069693 https://twitter.com/i/web/status/1969940074688069693"  
[X Link](https://x.com/BagholderIQ/status/1969940074688069693)  2025-09-22T01:41Z [---] followers, [---] engagements


"@QualityInvest5 Teslas PE is still [---] while uber is a bargain [--] Who are you buying for the future of self Driving robotaxis Uber is already a cash cow . Think about how much it will make without having to pay drivers $uber $tesla"  
[X Link](https://x.com/anyuser/status/1889439079168606399)  2025-02-11T22:19Z [---] followers, [----] engagements


"@alc2022 Add $uber to that list. Has more maket share of the ride hailing market than any of them in their industries. Trillion dollar company loading"  
[X Link](https://x.com/anyuser/status/1895907304962465984)  2025-03-01T18:41Z [---] followers, [----] engagements


"@TheAlphaThought Agree. A $2M investment portfolio (assuming its diversified and generates returns) provides financial flexibility passive income and liquidity. A $2M home ties up a significant amount of wealth in an illiquid asset that costs money to maintain unless rented out"  
[X Link](https://x.com/anyuser/status/1904721958094119251)  2025-03-26T02:27Z [---] followers, [---] engagements


"Me in [----] Why we so rich daddy I bought the Trump Tarriff dip in April [----] $uber $amzn $goog $NU $Hims"  
[X Link](https://x.com/anyuser/status/1910740904064713183)  2025-04-11T17:05Z [---] followers, 11.2K engagements


"$NU looking at a potential upside of 165% Bargain price under $11"  
[X Link](https://x.com/anyuser/status/1914741698917212563)  2025-04-22T18:02Z [---] followers, [----] engagements


"You need exposure to these [--] themes: 1.☁ Cloud $AMZN $GOOG $MSFT 2.📊 Data $PLTR 3.🤖Robotics $NVDA $TSLA $ISRG 4.🪙 Crypto $COIN $HOOD 5.🏥Health $HIMS $TEM 6.⚛ Quantum $IONQ 7.🛰Space $RKLB $ASTS 8.🔐Cyber $CRWD $NET 9.🌎 LatAm $MELI $NU 10.🚘 logistics $UBER"  
[X Link](https://x.com/anyuser/status/1917329797627125789)  2025-04-29T21:27Z [---] followers, 12.1K engagements


"My big winners in [----] * $HIMS: Telehealth direct-to-consumer. * $TTD: Independent platform for programmatic advertising. * $RIVN: Electric trucks & SUVs * $AXON: Law enforcement tech: TASERs body cams software. * $GRAB: Southeast Asia's UBER * $UBER: we all know"  
[X Link](https://x.com/anyuser/status/1921199234788761720)  2025-05-10T13:42Z [---] followers, [----] engagements


"$CHPT looks undervalued Despite recent headwinds the long-term EV charging market is HUGE. With growing subscription revenue & potential infrastructure tailwinds this could be a steal at current levels. We are early in the EV space. Long term play"  
[X Link](https://x.com/anyuser/status/1923192554884829232)  2025-05-16T01:43Z [---] followers, [---] engagements


"These are higher-risk smaller-cap plays: * Symbotic $SYM Warehouse automation (think Amazon-style robotics for everyone else). * Rocket Lab $RKLB) Low-cost space launch and satellite infrastructure. * IonQ $IONQ Quantum computing bet (very speculative but high potential"  
[X Link](https://x.com/anyuser/status/1924601173446742156)  2025-05-19T23:00Z [---] followers, [----] engagements


"@MMoney642 Agree Why invest in $NVO 🚀 Leader in diabetes & obesity (Ozempic Wegovy) 💊 $2.2B obesity drug deal w/ Septerna 📈 30% sales growth in Q4 strong [----] outlook 📊 PEG ratio = [--] solid valuation 🧬 Deep pipeline & innovation drive Long-term play in global health 🌍"  
[X Link](https://x.com/anyuser/status/1924970207509926207)  2025-05-20T23:27Z [---] followers, [----] engagements


"ChargePoint looks seriously undervalued. 342K charging ports (33K fast chargers) Revenue expected to grow 21% CAGR to $738M by FY28 Positive EBITDA by FY27 $80M by FY28 EV = $495M just 1.1x sales When EV market rebounds $CHPT could pop. Worth a look"  
[X Link](https://x.com/anyuser/status/1926816671194325309)  2025-05-26T01:44Z [---] followers, [----] engagements


"BUYING THE $EOSE PAIN Stock down 18% & everyone panics. But this isnt collapse its transition. From survival to scale. Debt got cheaper dilution was small productions ramping. The grid needs storage. Eos is building it. This isnt a trade. Its capacity. And Im buying"  
[X Link](https://x.com/anyuser/status/1928271529155973545)  2025-05-30T02:05Z [---] followers, [----] engagements


"🚨 $APLD is quietly becoming an AI infrastructure powerhouse. ✅ Backed by Nvidia & Macquarie ✅ Scaling high-performance data centers ✅ Positioned at the intersection of AI HPC & digital growth Built for the next wave of compute demand. Serious tailwinds ahead. #AI"  
[X Link](https://x.com/anyuser/status/1929225948152340596)  2025-06-01T17:18Z [---] followers, [----] engagements


"@StockSavvyShay Disagree. In the AI gold rush compute is the control layer. Without power & capacity agentic systems dont scale. $APLD is betting on the right bottleneck and bottlenecks are where the value accrues"  
[X Link](https://x.com/anyuser/status/1929680985853149420)  2025-06-02T23:26Z [---] followers, [----] engagements


"🔥 $APLD just inked a $7B 15-year AI data center deal with Nvidia-backed CoreWeave and the stock is exploding Up nearly 50% on the news and hitting new highs. AI infrastructure is the future and APLD is leading the charge Could easily be up 200% in next few weeks"  
[X Link](https://x.com/anyuser/status/1930088539942723967)  2025-06-04T02:25Z [---] followers, 15.2K engagements


"🚀 $APLD up 65% this week and Im still bullish. Applied Digital is powering the future of AI & high-performance computing with massive data centers and custom solutions. Undervalued overlooked and now breaking out. Im not selling. 💎📈"  
[X Link](https://x.com/anyuser/status/1930270733046882429)  2025-06-04T14:29Z [---] followers, [----] engagements


"Chargepoint $CHPT is quietly the most undervalued growth stock. The world leader in EV charging 🔥 Trades at 0.7x sales vs AI hype stocks at 1035x. ⚡ Improving margins. 📉 Will be profitable in [----]. Avoid investing with the herd"  
[X Link](https://x.com/anyuser/status/1930455340341940600)  2025-06-05T02:43Z [---] followers, [----] engagements


"🚫🔥 Why choose $EOSE batteries ✅ Non-flammable zinc-based tech ✅ No thermal runaway risk ✅ Safe water-based electrolyte ✅ Built for 20+ years of grid storage ✅ Ideal for clean reliable energy Safer than lithium-ion. Built for the future. BREAKING: A cargo ship full of electric vehicles is burning uncontrollably in the Pacific. Experts say lithium batteries are likely to blame. The cargo ship carrying [----] vehicles including over [---] electric and hybrid cars was abandoned in the Pacific Ocean this week after https://t.co/x6e6mv8nj4 BREAKING: A cargo ship full of electric vehicles is burning"  
[X Link](https://x.com/anyuser/status/1931681306510860771)  2025-06-08T11:54Z [---] followers, [----] engagements


"🔥 $NBIS is riding the AI infrastructure wave: 🚀 Q1 revenue up 385% YoY 💰 Raised $1B in convertible notes 📈 Analysts targeting $6084 (up to +80%) 📡 Building the data pipelines for the AI boom Quietly becoming a monster"  
[X Link](https://x.com/anyuser/status/1931909240181899711)  2025-06-09T03:00Z [---] followers, [----] engagements


"🚀 $NBIS is my top pick over $HIMS The AI infra boom is here and $NBIS is poised to dominate with massive growth potential. Dont sleep on this one. Its a huge opportunity"  
[X Link](https://x.com/anyuser/status/1932971531325374828)  2025-06-12T01:21Z [---] followers, [---] engagements


"🧠 After reviewing my portfolio these are the stocks I will be adding 🚀 $RKLB Space race heating up 🧬 $SRPT Biotech with real traction 🔋 $EOSE Battery storage getting serious 📈 $GOOG AI juggernaut compounding quietly 💊 $NBIS Speculative but charts dont lie"  
[X Link](https://x.com/anyuser/status/1933573274887229549)  2025-06-13T17:12Z [---] followers, [----] engagements


"$NBIS (Nebius Group) is building global AI infrastructure fast now live with NVIDIA Blackwell GPUs in the UK . Revenue up 385% YoY and just raised $1B to scale further. BWS raised target to $80. Serious AI compute momentum"  
[X Link](https://x.com/anyuser/status/1933672372542058744)  2025-06-13T23:46Z [---] followers, [----] engagements


"Google is not dying. Its [----] Microsoft all over again: Search still dominates YouTube is thriving & Shorts monetizing well Cloud margins improving fast Gemini lagging in hype catching up in capability Most profitable dying company ever. Im loading up $GOOG"  
[X Link](https://x.com/anyuser/status/1936584638270673196)  2025-06-22T00:38Z [---] followers, [----] engagements


"Opened a position in $UNH couldnt ignore this bargain after the massive sell-off. Past crashes in [----] & [----] turned $10K into $96K. This drop looks like another gift. Its still a cash-generating machine dominant in healthcare and trading at its lowest valuation in a decade"  
[X Link](https://x.com/anyuser/status/1937536966473437369)  2025-06-24T15:43Z [---] followers, 14.9K engagements


"$NU ripping today up 7%+ after bouncing off recent lows. 🔹 118M+ users across LatAm 🔹 40% YoY revenue growth 🔹 Net income up 74% last quarter 🔹 Profitable efficient and scaling fast Still trading under $14 with long runway ahead. This fintech beast just getting started"  
[X Link](https://x.com/anyuser/status/1937542893125673300)  2025-06-24T16:06Z [---] followers, [----] engagements


"Everyones chasing the next big AI play. Meanwhile $APLD is quietly building the backbonepowering the data centers hosting the GPUs and stacking sats. Undervalued. Underwatched. Unreasonably cheap. This is infrastructure for the AI + Bitcoin era"  
[X Link](https://x.com/anyuser/status/1938285438755602443)  2025-06-26T17:17Z [---] followers, [----] engagements


"🚨 Adding to $OSCR tomorrow. The markets still pricing it like a traditional insurer but its quietly transforming into a tech-first healthcare platform. If Medicare Part E gets traction this could 3x. Even without it the growth is real. Dont sleep on it. 🩺📈"  
[X Link](https://x.com/anyuser/status/1938416906916053005)  2025-06-27T01:59Z [---] followers, [----] engagements


"@MMMTwealth Used lemonade for the first time to insure my dogs Very easy to use. Chat AI take you through everything just like a call handler Very impressed"  
[X Link](https://x.com/anyuser/status/1938945036731011191)  2025-06-28T12:58Z [---] followers, [----] engagements


"Everyones chasing AI hype but $GOOG is building it. Between DeepMind Gemini and YouTubes untapped potential this isnt just an ad company its the AI backbone of the internet. Still trading like its [----]. Dont sleep on the giant"  
[X Link](https://x.com/anyuser/status/1939157285705564439)  2025-06-29T03:01Z [---] followers, [----] engagements


"Everyones talking about AI but most are missing the real infrastructure play behind it. While $NVDA steals headlines $GOOG is building the pipes and platforms of this new era: Custom TPUs powering models cheaper than GPUs Gemini integrated into Search Gmail Docs = MASSIVE scale DeepMind + YouTube AI = moat + monetization And now building their own chips for data centers $GOOG isnt just riding the AI wave it is the wave. The market hasnt priced that in yet. Sleeping giant"  
[X Link](https://x.com/anyuser/status/1939413225084174712)  2025-06-29T19:58Z [---] followers, [----] engagements


"Grid batteries are rewriting the rules. ⚡ ✅ [--] GW in [----] [--] GW by [----] ✅ 26% of CAs peak demand met by batteries last month ✅ Growing 27% YoY and just getting started $EOSE is building the next generation: zinc-based scalable safer and U.S. made Long-duration storage is the bottleneck to a renewable grid and zinc tech could solve it. This isnt a trade. Its an inflection point. Utilities want it. Policy supports it. The grid needs it. BATTERIES ARE QUIETLY CARRYING THE GRID WHILE EVERYONE SLEEPS ON THEM Grid batteries in the U.S. are exploding in power: from under [--] GW in [----] to nearly [--] GW"  
[X Link](https://x.com/anyuser/status/1939503196344336765)  2025-06-30T01:56Z [---] followers, [----] engagements


"@Tech_Investor20 Facts Fear. $OSCR is still up 50% YTD. A 12% pullback after that kind of run is healthy not a red flag. CFO made it clear: targets stay on track even without ACA subsidies. Good chance to add"  
[X Link](https://x.com/anyuser/status/1940161310190444851)  2025-07-01T21:31Z [---] followers, [----] engagements


"@DividendDude_X All he wants to do now is party and buy bigger boobs for his wife Nothing to do with the stock"  
[X Link](https://x.com/anyuser/status/1940162975597494686)  2025-07-01T21:37Z [---] followers, [----] engagements


"Actually a few notable non-crypto companies do hold Bitcoin on their balance sheets: Tesla Bought $1.5B in BTC in [----] Block (Square) Owns BTC as part of its treasury Meitu Chinese tech firm with BTC + ETH Nexon Japanese gaming company Not widespread but not only crypto-native either. Adoption is early not non-existent"  
[X Link](https://x.com/anyuser/status/1940489062445351223)  2025-07-02T19:13Z [---] followers, [----] engagements


"@PeterSchiff Thats only half the story. Under Trumps Vietnam trade deal: U.S. exporters gain tariff-free access to a booming market. Vietnam faces 2040% tariffs on exports to the U.S.a major hit. Americans may pay more for imports but U.S. businesses win big abroad"  
[X Link](https://x.com/anyuser/status/1940611037134508100)  2025-07-03T03:18Z [---] followers, [----] engagements


"More bullish news for $IREN This one can easily 10X $IREN is pleased to announce the expansion of its AI Cloud business: - Purchase of [----] NVIDIA Blackwell GPUs (B200/B300) - Fully funded from cash reserves - Deploying at Prince George data center - Increases total fleet to [----] NVIDIA GPUs - Unlocks next-gen training and https://t.co/vlObNqC4Gu $IREN is pleased to announce the expansion of its AI Cloud business: - Purchase of [----] NVIDIA Blackwell GPUs (B200/B300) - Fully funded from cash reserves - Deploying at Prince George data center - Increases total fleet to [----] NVIDIA GPUs - Unlocks"  
[X Link](https://x.com/anyuser/status/1940773654675313106)  2025-07-03T14:04Z [---] followers, [---] engagements


"@PeterSchiff I would have called it The Explosive Spending Expansion Act (ESEA)"  
[X Link](https://x.com/anyuser/status/1940861581510037517)  2025-07-03T19:53Z [---] followers, [----] engagements


"Reciprocal tariffs Lets break it down: 🔹 Trumps [--------] tariffs cost U.S. firms $80B+ in import taxes 🔹 Studies show 90% of tariff costs were passed to U.S. consumers 🔹 Trade war with China cut U.S. GDP by 0.3% annually Americans paid the price then. Theyll pay again if tariffs return"  
[X Link](https://x.com/anyuser/status/1941515928719487463)  2025-07-05T15:14Z [---] followers, [----] engagements


"Heres a side-by-side chart comparing $OSCR vs $UNH on key Q1 [----] metrics: Gross Margin: $OSCR edges out with 25.8% vs 21.7% for $UNH YoY Revenue Growth: $OSCR surges at 40% while $UNH grows modestly (9%) Net Income Margin: $UNH leads at 5.8% but $OSCR has turned positive at 1.2%"  
[X Link](https://x.com/anyuser/status/1941542221393596450)  2025-07-05T16:58Z [---] followers, [----] engagements


"Totally agree. Heres a side-by-side chart comparing $OSCR vs $UNH on key Q1 [----] metrics: Gross Margin: $OSCR edges out with 25.8% vs 21.7% for $UNH YoY Revenue Growth: $OSCR surges at 40% while $UNH grows modestly (9%) Net Income Margin: $UNH leads at 5.8% but $OSCR has turned positive at 1.2%"  
[X Link](https://x.com/anyuser/status/1941552755794972734)  2025-07-05T17:40Z [---] followers, [----] engagements


"@Ledge_Andary @greg16676935420 They have never recovered from Steve Jobs death With Tim Cook at the helm its all about profits now with close to zero innovation The only way Apple survives is if it buys one of the new AI companies"  
[X Link](https://x.com/anyuser/status/1941618404999266597)  2025-07-05T22:01Z [---] followers, [---] engagements


"🚀 Rocket Lab $RKLB is quietly building what could become the next great space platform. While SpaceX dominates headlines Rocket Lab is executing: Electron: [--] launches proven reliability Photon: In-house satellite platform Vertical integration across propulsion avionics & solar Acquisitions building space infrastructure Neutron: a Falcon-class rocket coming [----] Deep space science missions (Venus Mars) This isnt just a launch company. Its an end-to-end space infrastructure and services play public early-stage and overlooked. Small cap. High conviction. Real tech"  
[X Link](https://x.com/anyuser/status/1943006193229692990)  2025-07-09T17:55Z [---] followers, [----] engagements


"$NU is building a financial empire in LatAm: 🟣 100M+ customers across Brazil Mexico Colombia 💳 Worlds largest digital bank by customers 📈 Q125 revenue up 64% YoY net income up 160% 🌎 Just hit $2B in trailing net income 📊 Still growing 30% YoY at scale Yet trades at 15x forward earnings. A rare combo of growth + profitability. Most U.S. neobanks are still unprofitable. Nu is not only winning LatAm its exporting the model globally. No brainer buy"  
[X Link](https://x.com/anyuser/status/1943130350776922362)  2025-07-10T02:09Z [---] followers, [----] engagements


"@PeterSchiff Silver and gold are real assets. But Bitcoin is the monetary revolution. Miners lag because the market knows the real upside is digital borderless programmable and finite. Bitcoin isnt the distraction. Its the main event"  
[X Link](https://x.com/anyuser/status/1943672275179286955)  2025-07-11T14:02Z [---] followers, [----] engagements


"Stop being wrong Yes Bitcoin can trade like a risk asset short term so can gold during certain cycles. But Bitcoins outperformance isnt because its techits because its monetary revolution meets scarcity. Gold has had thousands of years and still cant move fast in a digitized global world. Bitcoin is portable programmable capped at 21M and owned globally. In an environment of record debt weaponized currencies and fading trust in institutions Bitcoin is emerging as the ultimate hedge. And unlike gold Bitcoin doesnt sit in a vault collecting dust it clears $10B+ in daily"  
[X Link](https://x.com/anyuser/status/1943762858304843924)  2025-07-11T20:02Z [---] followers, [----] engagements


"Own [--] of these disruptors and couldnt agree more: ✅ $HIMS telehealth + wellness brand scaling like DTC ✅ $NBIS building sovereign AI-ready cloud infra ✅ $OSCR full-stack health insurance with tech DNA ✅ $EOSE long-duration clean energy without lithium ✅ $RKLB (not listed) next-gen space launch under $2B cap These arent just bets theyre building the future"  
[X Link](https://x.com/anyuser/status/1944039790023729562)  2025-07-12T14:22Z [---] followers, [----] engagements


"🔥 Exactly. The biggest mistake is thinking $ETH competes with $BTC. Bitcoin is digital gold a monetary revolution. Ethereum is digital infrastructure an internet revolution. Its not trying to be money. Its building an entire decentralized economy: Smart contracts DeFi protocols NFTs & digital identity DAOs & new governance Tokenized real-world assets Scaling solutions like rollups $ETH is the backbone of Web3. Its not just on the internet. Its replacing it. Dont confuse a new financial system with a new digital civilization"  
[X Link](https://x.com/anyuser/status/1944552418446045685)  2025-07-14T00:19Z [---] followers, [----] engagements


"@PeterSchiff Just admit you were wrong Its more sensible to have a portfolio split between crypto stocks and gold/silver I think everyone will respect you for that #bitcon $BTC"  
[X Link](https://x.com/anyuser/status/1944725414733037962)  2025-07-14T11:47Z [---] followers, [---] engagements


"@StockSavvyShay Goldman sees what early adopters already knew: $NBIS is the stealth AI infra play. Specialized GPU stacks startup-friendly pricing and hyperscaler-beating margins. $68 PT might be just the begin"  
[X Link](https://x.com/anyuser/status/1944732868162257308)  2025-07-14T12:17Z [---] followers, [----] engagements


"🚀 Citi raises $RKLB price target to $50 projecting $2.6B in Neutron revenue by [----] on [--] launches annually. They highlight: Strong govt & commercial pipeline Clear path to vertical integration Neutrons edge in rapid reusability Growing demand for medium-lift payloads Rocket lab to the moon"  
[X Link](https://x.com/anyuser/status/1944789219349520878)  2025-07-14T16:00Z [---] followers, [----] engagements


"@oguzerkan )OSCR could be a long-term compounder from low levels like $PLTR at $5 but it will play out differently. $PLTR soared due to AI hype. $OSCR needs consistent earnings beats and better margins to re-rate"  
[X Link](https://x.com/anyuser/status/1945953942468223084)  2025-07-17T21:09Z [---] followers, [----] engagements


"Retails just getting started. Heres a few names that could be on that list [--] months from now: $OSCR AI-driven health insurance $IREN Bitcoin + AI data centers $DLO Fintech in LatAm short squeeze setup $ENVX Next-gen batteries $BFLY AI-powered medical imaging $GENI Sports + betting data play 👀 Dont sleep on the next wave"  
[X Link](https://x.com/anyuser/status/1945980159070257637)  2025-07-17T22:53Z [---] followers, [----] engagements


"@JeremiahW2044 @elonmusk That $27B June surplus Real but its a monthly blip not a trend. Trumps Big Beautiful Bill adds $3T to the deficit over [--] years. FY2025 is still running a $1.3T annual deficit despite the tariff bump"  
[X Link](https://x.com/anyuser/status/1945983072769605711)  2025-07-17T23:04Z [---] followers, 12.9K engagements


"Couldnt agree more. Everyones too focused on $GOOGL losing search but missing the bigger picture: Gemini is being baked into the OS of daily work Gmail Docs Android Chrome just like Microsoft quietly did with Office [---] + Azure. Its not about winning LLMs. Its about owning the distribution"  
[X Link](https://x.com/anyuser/status/1946190936721285320)  2025-07-18T12:50Z [---] followers, [----] engagements


"Another rediculous post Bitcoin is digital gold Tulips never rebuilt financial systems. Tulips never secured billions in global payments. Tulips werent held on balance sheets by public companies or sovereign states. Tulips didnt spawn decentralized protocols smart contracts or programmable money"  
[X Link](https://x.com/anyuser/status/1946196721668903174)  2025-07-18T13:13Z [---] followers, [----] engagements


"$CVNA (Carvana) a company also once left for dead is now trading at a 5x forward EV/Revenue after proving it can operate profitably at scale. $OPEN is on the verge of doing the same. Theyve cut costs streamlined operations and if their next quarter shows a profit and stable margins then the market has to re-rate it similarly. Because public markets price in future cash flows not past losses. If Opendoors next earnings show theyve flipped to profitable operations and can sustain it the re-rate happens fast. Look at how fast $CVNA 10d when sentiment flipped"  
[X Link](https://x.com/anyuser/status/1946943938687795293)  2025-07-20T14:43Z [---] followers, [----] engagements


"Its so early in space tech. Universe is the limit $RKLB trading at [--] sales Sounds crazy until you realize SpaceX is [----] at full scale. Space X would be so much more if it was available to the public Rocket Lab isnt just launching rockets its building space infrastructure winning gov contracts and prepping Neutron. This is venture capital in public markets"  
[X Link](https://x.com/anyuser/status/1947062624639680867)  2025-07-20T22:34Z [---] followers, [----] engagements


"Thats not happening. ETH fundamentals are stronger than everL2 adoption is booming staking is rising real-world asset tokenization is picking up and institutions are circling. The days of $2200 ETH are behind us unless we see a full market collapse. Bookmark this instead. $ETH"  
[X Link](https://x.com/anyuser/status/1948350235056500998)  2025-07-24T11:51Z [---] followers, [---] engagements


"IREN is built different. While $CRWV burns cash and relies on AI hype $IREN owns pure power infrastructure. [---] EH/s with 100% renewable energy and zero debt. They scale profitably with real energy arbitrage and long-term viability. The future of AI isnt software.its who controls the power. Thats $IREN"  
[X Link](https://x.com/anyuser/status/1948356909158821917)  2025-07-24T12:17Z [---] followers, [----] engagements


"@rovercrc I loose all respect for this account when one minute its all positive then the next tweets like this Think long term. $ETH and tokenisation will change the finance world"  
[X Link](https://x.com/anyuser/status/1948766939490193732)  2025-07-25T15:26Z [---] followers, 16.9K engagements


"@WatcherGuru This is Bullish for $ETH as most stablecoins & tokenized assets are built on Ethereum"  
[X Link](https://x.com/anyuser/status/1948769650256298162)  2025-07-25T15:37Z [---] followers, [---] engagements


"@StockSavvyShay Well said Its so undervalued comparrd to the rest of the mag [--]. It has more potential than Tesla Imagine what it would be worth if it had Elon Musk promoting it $GOOG"  
[X Link](https://x.com/anyuser/status/1949451666803097856)  2025-07-27T12:47Z [---] followers, [----] engagements


"@StockSavvyShay Market can finally see the potential of another trillion dollar company $AMD"  
[X Link](https://x.com/anyuser/status/1949827792188633227)  2025-07-28T13:42Z [---] followers, [----] engagements


"@itschrisray Absolutely spot on. $RKLB hasnt stumbledthe market has. Fundamentals are solid. Pipeline is growing. Tech is unmatched. This dip Its not a red flagits a launchpad"  
[X Link](https://x.com/anyuser/status/1950243766331379975)  2025-07-29T17:15Z [---] followers, [---] engagements


"🚗 $UBER isnt just a rideshare app anymore. Its a logistics beast: Rides Eats Freight Ads Memberships Free cash flow is compounding. Margins improving. Still acting like a startup but printing like a tech giant. Still underowned IMO"  
[X Link](https://x.com/anyuser/status/1950390389636202565)  2025-07-30T02:58Z [---] followers, [----] engagements


"@DividendDude_X But repeat after me If we do we all get rich If we do we all get rich If we do we all get rich If we do we all get rich If we do we all get rich If we do we all get rich This isnt one of your stupid [--] year turnaround plays like $UNH"  
[X Link](https://x.com/anyuser/status/1950605373255168464)  2025-07-30T17:12Z [---] followers, [---] engagements


"@TChalla_1966 No Netflix killed it Nobody wants to go to the cinema post Covid. Under 30s attention span is limited to a [--] minute episode Thats the future of marvel and Star Wars"  
[X Link](https://x.com/anyuser/status/1951976758573420740)  2025-08-03T12:01Z [---] followers, 10.3K engagements


"My $OPEN position is just 1% of my portfolio. If Erics wrong the downside is minimal. If hes right this could be the greatest investment Ive ever made. Im in the process of selling my house and honestly the $OPEN model looks like it wouldve made the whole experience easie and probably cheaper"  
[X Link](https://x.com/anyuser/status/1952709122652004634)  2025-08-05T12:31Z [---] followers, 14.8K engagements


"@rovercrc Blocking this account sick of these click bait panic tweets"  
[X Link](https://x.com/anyuser/status/1952749182252421579)  2025-08-05T15:11Z [---] followers, [----] engagements


"@StockSavvyShay Come on Shay you are better than just saying something is down 20%. Give us some background"  
[X Link](https://x.com/anyuser/status/1953147940836446388)  2025-08-06T17:35Z [---] followers, [----] engagements


"🛣 $OPEN to $80 Strategic Roadmap PHASE 1: Restore Confidence ($2$5) Timeline: Now to Q4 [----] Goals: ✅ Show positive EBITDA or operating profit in at least [--] consecutive quarters. ✅ Rebuild trust with investors after years of volatility. ✅ Demonstrate that the iBuying model can work in a normalized housing market. Catalysts: Fed rate cuts mortgage demand rebounds. Improving margins via better data science and cost discipline. Reduced inventory write-downs. Narrative: Opendoor survived the downturn. Now its lean smarter and ready. PHASE 2: Product-Market Fit Flywheel ($5$15) Timeline: 2026"  
[X Link](https://x.com/anyuser/status/1953243024768786542)  2025-08-06T23:53Z [---] followers, [----] engagements


"@DeItaone He has just created a buying opportunity for him and his friends Most selfish president ever. He doesnt care about anyone but himself $INTC"  
[X Link](https://x.com/anyuser/status/1953425998994636831)  2025-08-07T12:00Z [---] followers, [----] engagements


"💳 $NU is quietly becoming a banking giant in Latin America. 105M+ customers Growing faster than any U.S. bank Profitable & expanding into Mexico & Colombia While Wall Street sleeps theyre building the next global fintech powerhouse"  
[X Link](https://x.com/anyuser/status/1953632895890804874)  2025-08-08T01:42Z [---] followers, [----] engagements


"Great another market overreaction Im going to load up on this $TTD crushed Q2 with $694M revenue and 95%+ client retention. Stock still tanked 29% after-hours on soft Q3 guidance + CFO exit. Classic example of a high-flyer where even good isnt good enough. Adtech volatility in one chart"  
[X Link](https://x.com/anyuser/status/1953794950828593584)  2025-08-08T12:26Z [---] followers, [----] engagements


"@TheTechInvest $TTD crushed Q2 with $694M revenue and 95%+ client retention. Stock still tanked 29% after-hours on soft Q3 guidance + CFO exit. Classic example of a high-flyer where even good isnt good enough. Im going to load up"  
[X Link](https://x.com/anyuser/status/1953799782771601878)  2025-08-08T12:45Z [---] followers, [----] engagements


"$DLO (DLocal): Market cap $4B (fits range). Founder-led: CEO/Co-founder Sebastin Kanovich has been with the company since the start. Underfollowed compared to most fintech names. Consistent revenue & profit growth in Latin American payment infrastructure. FCF-positive with healthy margins. No capital raise needed strong cash position. Not very cyclical payments demand is steady across cycles"  
[X Link](https://x.com/anyuser/status/1954330696438153526)  2025-08-09T23:55Z [---] followers, [----] engagements


"@StockSavvyShay $NBIS quietly building one of the most interesting AI + cloud infrastructure plays on the market. Founder-led high growth and still under most investors radar. Early days here"  
[X Link](https://x.com/anyuser/status/1954904123062747216)  2025-08-11T13:53Z [---] followers, [----] engagements


"$BMNR was the obvious trade. They are literally running the MicroStrategy playbook but with $ETH instead of $BTC. Same asymmetric bet. Same supply squeeze potential. Different asset. I still think this is early. We could easily see this stock at over $100 soon Sometimes the market gives you the script you just have to read it"  
[X Link](https://x.com/anyuser/status/1954938365071249477)  2025-08-11T16:10Z [---] followers, [---] engagements


"@oguzerkan It will be one of these [--] I believe United Parcel Service (UPS) FedEx (FDX) Caterpillar (CAT) $UNH is too volatile for his liking"  
[X Link](https://x.com/anyuser/status/1955219149413548058)  2025-08-12T10:45Z [---] followers, [----] engagements


"@StockSavvyShay Mega bullish for $ETH and $BMNR which are flying today"  
[X Link](https://x.com/anyuser/status/1955260033941287377)  2025-08-12T13:28Z [---] followers, [---] engagements


"$UBER in [----] could be unrecognizable. Global robotaxi fleets (Waymo VW Lucid/Nuro) Super app for rides delivery commerce Network effects + lower costs = profit surge Long-term upside: [--] potential if AVs scale. This decade could be Ubers decade. 🚀"  
[X Link](https://x.com/anyuser/status/1955441353493782940)  2025-08-13T01:28Z [---] followers, [----] engagements


"If we project $UBER) [--] years into the future (2035) heres how it could look based on its current trajectory and broader trends: 🚗 Core Ridesharing Business Uber likely remains the default global mobility platform similar to how Google is for search. Autonomous vehicles may not fully replace drivers everywhere but Uber will likely operate hybrid fleets: a mix of human drivers robo-taxis (in partnership with AV makers like Tesla Waymo or BYD) and maybe even subscription-based access to fleets. In many cities opening the Uber app may mean choosing between a car scooter bike or even"  
[X Link](https://x.com/anyuser/status/1956793052430729410)  2025-08-16T18:59Z [---] followers, [----] engagements


"@TheTechInvest Unlikely. $OSCR is still unprofitable heavily dependent on tech-driven growth and lacks the stability Buffett looks for. $UNH on the other hand is the market leader in healthcare insurance with consistent earnings dividends and scale exactly Buffetts type"  
[X Link](https://x.com/anyuser/status/1957450254778876143)  2025-08-18T14:31Z [---] followers, [----] engagements


"@Ashcryptoreal Sold $ETH at $4700. Probably best decision I have ever made"  
[X Link](https://x.com/anyuser/status/1957900425786716533)  2025-08-19T20:20Z [---] followers, [---] engagements


"🚀 $IREN is quietly becoming one of the most capital-efficient plays in AI infra. Now scaling to 8.5k GPUs (NVIDIA Blackwell 🔥) Financing structure lets them expand without crushing dilution Positioned in Prince George with cheap renewable power ⚡ Not just a Bitcoin miner anymore it is evolving into a serious AI cloud provider"  
[X Link](https://x.com/anyuser/status/1959973727120068984)  2025-08-25T13:38Z [---] followers, [----] engagements


"@wallstengine Which Everyone already knew This isnt news Creates another buying opportunity for buffet #UNH"  
[X Link](https://x.com/anyuser/status/1960429973627658397)  2025-08-26T19:51Z [---] followers, [----] engagements


"@FransBakker9812 **Facts: $IREN revenue +89% YoY $501M FY25 Net income record $87M 10.9k GPUs ramping $200250M AI Cloud coming online Balance sheet strong scaling like $PLTR in [----] Selling now isnt locking profits its capping upside. 🚀*"  
[X Link](https://x.com/anyuser/status/1961385715444457625)  2025-08-29T11:09Z [---] followers, [----] engagements

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