#  @BenMartin661251 Ben Martin Ben Martin posts on X about $meli, $se, ai, $uber the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1823143172458909696/interactions)  - [--] Week [-----] +1.30% - [--] Month [-----] +124% - [--] Months [------] +199% - [--] Year [------] +859% ### Mentions: [--] [#](/creator/twitter::1823143172458909696/posts_active)  - [--] Week [--] -47% - [--] Month [--] -39% - [--] Months [---] +109% - [--] Year [---] +961% ### Followers: [---] [#](/creator/twitter::1823143172458909696/followers)  - [--] Week [---] +1.20% - [--] Month [---] +5.10% - [--] Months [---] +41% - [--] Year [---] +191% ### CreatorRank: [---------] [#](/creator/twitter::1823143172458909696/influencer_rank)  ### Social Influence **Social category influence** [pga golfers](/list/pga-golfers) #1235 [stocks](/list/stocks) 42% [technology brands](/list/technology-brands) 17% [finance](/list/finance) 9% [countries](/list/countries) 3% [automotive brands](/list/automotive-brands) 1% [formula 1](/list/formula-1) 1% **Social topic influence** [$meli](/topic/$meli) 16%, [$se](/topic/$se) 12%, [ai](/topic/ai) 12%, [$uber](/topic/$uber) 9%, [$adbe](/topic/$adbe) 8%, [$axon](/topic/$axon) #28, [$now](/topic/$now) 6%, [ben](/topic/ben) 6%, [$msci](/topic/$msci) 6%, [$tw](/topic/$tw) 4% **Top accounts mentioned or mentioned by** [@capexandchill](/creator/undefined) [@qualityinvest5](/creator/undefined) [@willbiddy](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@pronkdaniel](/creator/undefined) [@ahmedshww](/creator/undefined) [@ashton1nvests](/creator/undefined) [@longequity](/creator/undefined) [@ftrinvestors](/creator/undefined) [@chadmumm](/creator/undefined) [@investinassets](/creator/undefined) [@senatorlankford](/creator/undefined) [@wealthmatica](/creator/undefined) [@qualtrim](/creator/undefined) [@speakerjohnson](/creator/undefined) [@brianstoffel](/creator/undefined) [@holysmokas](/creator/undefined) [@saynototrading](/creator/undefined) [@manuinvests](/creator/undefined) [@theraymyers](/creator/undefined) **Top assets mentioned** [MercadoLibre Inc (MELI)](/topic/$meli) [Sea Limited (SE)](/topic/$se) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Adobe, Inc. (ADBE)](/topic/$adbe) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Now Coin (NOW)](/topic/$now) [Msci Inc (MSCI)](/topic/$msci) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Duolingo, Inc. (DUOL)](/topic/$duol) [Mastercard, Inc. (MA)](/topic/$ma) [Fortinet Inc (FTNT)](/topic/$ftnt) [Coupang, Inc. (CPNG)](/topic/$cpng) [NuCypher (NU)](/topic/$nu) [CLEAR Secure, Inc. (YOU)](/topic/$you) [Intapp, Inc. (INTA)](/topic/$inta) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [MarketAxess Holdings Inc. (MKTX)](/topic/$mktx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Salesforce Inc (CRM)](/topic/$crm) [Trade Desk, Inc. (TTD)](/topic/$ttd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Snap, Inc. (SNAP)](/topic/$snap) [Netflix Inc (NFLX)](/topic/$nflx) [Microsoft Corp. (MSFT)](/topic/microsoft) [ServiceNow Inc (NOW)](/topic/servicenow) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "Am I the only person who finds $TW interesting particularly given its benefit from market volatility Hardly see it mentioned. Yes it is not as entrenched as some other financial/market names but fundamentals are amazing Managment great Reasons it wouldnt work from here" [X Link](https://x.com/anyuser/status/2016245430980354084) 2026-01-27T20:22Z [---] followers, [---] engagements "@PronkDaniel Owned it. Sold it towards end of their CEO replacement debacle and not confident with their mngmnt/transparency. Bitten by Israeli tech multiple times and fair or unfair does impact their prospects. Question ability to meaningfully expand. More expensive but prefer $AXON" [X Link](https://x.com/BenMartin661251/status/2022712623591031170) 2026-02-14T16:40Z [---] followers, [--] engagements "@Brian_Stoffel_ I wager youre initiating a $NOW position adding to $SE position adding to $ADBE just might be brave enough to add to $AXON after recent shellacking. I would do the first [--] and then wait and see for $AXON (SBC egregious and still expensive in absolute terms)" [X Link](https://x.com/BenMartin661251/status/2017392723091726734) 2026-01-31T00:21Z [---] followers, [---] engagements "@WillBiddy_ @Ashton_1nvests @HolySmokas Agreed. Have looked at itbaffled. In the no pile. Non-compounder. There will never be a sustainable moat pricing power or non-duplicated optionality here. Best case is getting bought out by larger non-discretionary consumer company that wants the name" [X Link](https://x.com/BenMartin661251/status/2018089882019672102) 2026-02-01T22:31Z [---] followers, [--] engagements "@QualityInvest5 $UBER #2 position for me but some other really underpriced and sold off operating leverage out there heres another example $SE. Physical/logistics infrastructure barrier to entry with strong network effects moat. Might be worth a look (#5 8% position for me). Adding to both" [X Link](https://x.com/BenMartin661251/status/2019281191632097307) 2026-02-05T05:25Z [---] followers, [---] engagements "@SayNoToTrading Not surprised Am a shareholder and will hold growth is great. Benefits from AI and will not be disrupted. That being said the EGREGIOUS SBC eventually had to come home to roost. Still havent added since $177 and still wont yet" [X Link](https://x.com/BenMartin661251/status/2019562916400566729) 2026-02-06T00:04Z [---] followers, [---] engagements "@ManuInvests $UBER holder and respect your work. Concern. Would love your thoughts Does the aggregator of any industry still win if an AI agent personal assistant is scouring all competitive sites in seconds Are network effects presupposed moats based upon the historic difficulty to search" [X Link](https://x.com/BenMartin661251/status/2020621901878686162) 2026-02-08T22:12Z [---] followers, [---] engagements "@TheRayMyers Emerging markets and it wont be close. They are flying through normal digitization into an age of AI and satellite connectivity and increasing economic prosperity with younger demographics PEG ratios are ridiculous and becoming more politically stable" [X Link](https://x.com/BenMartin661251/status/2021068001185800204) 2026-02-10T03:45Z [---] followers, [---] engagements "@Mindset4Money_X Its hated but $DUOL should probably be on the list" [X Link](https://x.com/BenMartin661251/status/2021811547081941448) 2026-02-12T05:00Z [---] followers, [---] engagements "@long_equity Fixed income trading markets $TW $MKTX private (Bloomberg Virtu)" [X Link](https://x.com/BenMartin661251/status/2015128585422426214) 2026-01-24T18:24Z [---] followers, [---] engagements "@GauchoRico Am a shareholder since $82 and havent added since $177. Love the company and largely agree with you and $AXON will benefit from AI. However this was inevitable with their EGREGIOUS SBC and valuation. Still not done falling unless they pull the true FCF lever" [X Link](https://x.com/BenMartin661251/status/2019579964215922693) 2026-02-06T01:12Z [---] followers, [---] engagements "Am I alone in recognizing that in the event of any stand down of AVs be that due to regulation edge event POLITICAL or other $UBER is actually the most anti-fragile company in the mobility segment because of hybrid model. AVs clearly only accretive at this point" [X Link](https://x.com/anyuser/status/2019582122693128247) 2026-02-06T01:21Z [---] followers, [--] engagements "Protect women protect womens sports protect truth. Rarely post but as a proud father of girls wanted this to spread I've made ads for the Super Bowl before. Spent millions to make them and air them during the Big Game. But this one -- this is the one that made the most impact. Zero media dollars. 40m views. Because it speaks the truth. Ban us all you want. Truth outs in the end. https://t.co/SdhhQ9Z8g9 I've made ads for the Super Bowl before. Spent millions to make them and air them during the Big Game. But this one -- this is the one that made the most impact. Zero media dollars. 40m views." [X Link](https://x.com/BenMartin661251/status/2020615124986544465) 2026-02-08T21:46Z [---] followers, [--] engagements "@invest091 I agree. Holding/adding $MSCI and $MA. Sold $FTNT because of binary risk of cybersecurity failure but great company. Do you have a list of your low category stocks. Value your insights and thoroughness of thought" [X Link](https://x.com/BenMartin661251/status/2022729740126425519) 2026-02-14T17:48Z [---] followers, [--] engagements "@the_zack_zhu Youre doing it right. Keep it up. These are companies and investments; not sacred. $MELI is my largest holding and I absolutely want to know about weaknesses and competition" [X Link](https://x.com/BenMartin661251/status/1994050125606387976) 2025-11-27T14:26Z [---] followers, [---] engagements "@CapexAndChill Have you done any DD on $CPNG Going to battle with $SE in Taiwan" [X Link](https://x.com/BenMartin661251/status/1994245232997638158) 2025-11-28T03:21Z [---] followers, [----] engagements "@CapexAndChill Awesome write-up I largely agree with your conclusions but have conviction that $CPNG will execute and leverage logistics into their favor for add-on services/membership as they have in SK. Long both $CPNG and $SE" [X Link](https://x.com/BenMartin661251/status/1994618966103527938) 2025-11-29T04:06Z [---] followers, [---] engagements "@PronkDaniel Thank you for using your larger platform to call out someone smaller whos putting out great content Long $MELI $SE and $CPNG so love tuning into you both hope it grows the audience for you @CapexAndChill" [X Link](https://x.com/BenMartin661251/status/1994629874485792985) 2025-11-29T04:49Z [---] followers, [---] engagements "@ftr_investors Own [--]. Ownd $AXON 5+ yrs (11% prt now) but stll expnsv & SBC egregious. No adds til pivot to FCF/sh. Rcntly made $SE 6% position pwrfl in SEA & frmdable LatAm (also own $CPNG and $MELI). Rcntly add $DUOL 4% great fundmntls/mngmnt well see. Hard no $HIMS dont trust management" [X Link](https://x.com/BenMartin661251/status/1994793289678295465) 2025-11-29T15:39Z [---] followers, [---] engagements "@CapexAndChill Excellent write up Heat table Very engineer of you. Am long $MELI as you know. Different topic any concern AI search/shop will commoditize e-commerce disaggregate the advantage of e-commerce leaders or circumvent them Big question I know but value your thoughts if any" [X Link](https://x.com/BenMartin661251/status/1994902816800788627) 2025-11-29T22:54Z [---] followers, [---] engagements "@CapexAndChill The $MELI man love the in depth write ups" [X Link](https://x.com/BenMartin661251/status/1994904214661746973) 2025-11-29T23:00Z [---] followers, [---] engagements "@qualityequities Couldnt do just one holding $MELI and $NU for years" [X Link](https://x.com/BenMartin661251/status/1995235797499629639) 2025-11-30T20:57Z [---] followers, [---] engagements "@GabGrowth Love these exchanges. Thanks for sharing your insights. Truly" [X Link](https://x.com/BenMartin661251/status/1995304997769388276) 2025-12-01T01:32Z [---] followers, [---] engagements "@RealDonKeith Happy for him (regarding the go fund me) but something is incomplete here. I have MULTIPLE family members retired and receiving their pensions from GM some retired after 2000" [X Link](https://x.com/BenMartin661251/status/1996015470777172340) 2025-12-03T00:35Z [---] followers, [---] engagements "@RichardDawkins Crazy times I am a devout Christian and saying Amen to Richard Dawkins" [X Link](https://x.com/BenMartin661251/status/1996026463301288325) 2025-12-03T01:19Z [---] followers, [---] engagements "@joecarlsonshow $MELI 15% $UBER 12% $AXON 11%" [X Link](https://x.com/BenMartin661251/status/1996651224125612309) 2025-12-04T18:42Z [---] followers, [---] engagements "@QualityInvest5 $MELI $UBER" [X Link](https://x.com/BenMartin661251/status/1996712712374833618) 2025-12-04T22:46Z [---] followers, [---] engagements "@PronkDaniel Video on $MSCI please" [X Link](https://x.com/BenMartin661251/status/1997366734731223521) 2025-12-06T18:05Z [---] followers, [---] engagements "@chadmumm Great post lol not sure youll be able to pin this one" [X Link](https://x.com/BenMartin661251/status/1998551188615418335) 2025-12-10T00:31Z [---] followers, [----] engagements "@chadmumm Aint the prettiest and dont blame ya but a little high great post and engagement" [X Link](https://x.com/BenMartin661251/status/1998577762018197728) 2025-12-10T02:17Z [---] followers, [---] engagements "@CapexAndChill $MELI. More established company and fundamentals. Cemented in their region. Management. Physical infrastructure and barrier to entry. Cost controls that allow profitable expansion upstream and downstream. Long both $MELI 15% and $SE 8%" [X Link](https://x.com/BenMartin661251/status/1999187910373806249) 2025-12-11T18:41Z [---] followers, [---] engagements "@joecarlsonshow $CRM ER showed resilience so dont see how thesis has changed from whatever kept you holding this long however $ADBE looks better for similar risk set IMO. $MELI is better than both (seems a lot of others thinks so too) and $UBER has been on your radar for a while. All buyable" [X Link](https://x.com/BenMartin661251/status/1999265945370657120) 2025-12-11T23:52Z [---] followers, [---] engagements "@JoshuaBarzon Testing the algorithm or the followers π€" [X Link](https://x.com/BenMartin661251/status/1999323734646358242) 2025-12-12T03:41Z [---] followers, [--] engagements "@CapexAndChill Now youre tracking. Tyme Group purchase was clear intention for global expansion. Long term winner without borders" [X Link](https://x.com/BenMartin661251/status/1999623114460922060) 2025-12-12T23:31Z [---] followers, [--] engagements "@QualityInvest5 AI is a god send for us per CEO. Lowest valuation in 5+ years and hes buying more than has in years and buying back stock fastest pace in the decade. Pricing power 95% retention fundamentals Im in. Expecting an earnings surprise upcoming but dont even need it here" [X Link](https://x.com/BenMartin661251/status/1999884672143352260) 2025-12-13T16:50Z [---] followers, [---] engagements "@joecarlsonshow Moot point for long term investors" [X Link](https://x.com/BenMartin661251/status/2000762420722028952) 2025-12-16T02:58Z [---] followers, [--] engagements "@TheLongInvest $TTD and $AXON" [X Link](https://x.com/BenMartin661251/status/2000762574460064173) 2025-12-16T02:59Z [---] followers, [---] engagements "@LarryBirdDaily Shame AI lies" [X Link](https://x.com/BenMartin661251/status/2001453796749177113) 2025-12-18T00:45Z [---] followers, [--] engagements "@FluentInFinance Weak uninformed take that aids no one and nothing. Opportunities are everywhere. Do better" [X Link](https://x.com/BenMartin661251/status/2003661215877497085) 2025-12-24T02:57Z [---] followers, [--] engagements "@InvestInAssets Might be a controversial pick right now but dont see how $UBER in its current state cannot be on the list" [X Link](https://x.com/BenMartin661251/status/2004932605985353805) 2025-12-27T15:09Z [---] followers, [---] engagements "@RoKhanna @friedberg @chamath Youre not a serious person see Chamaths other posts on the matter" [X Link](https://x.com/BenMartin661251/status/2005391491670351920) 2025-12-28T21:32Z [---] followers, [--] engagements "@Ashton_1nvests No hate but seriously asking was it you that once said something to the effect of if youre portfolio doesnt make you nervous youre not doing it right" [X Link](https://x.com/BenMartin661251/status/2006517866686709867) 2026-01-01T00:08Z [---] followers, [--] engagements "@SenatorLankford I dont think youre in touch with the anger boiling up. When the patriots are starting to not want to participate trouble. GOP led government appears beholden to status quo. Measurable outcomes and publicized prosecutions of those fleecing this country are required" [X Link](https://x.com/BenMartin661251/status/2006540269781659678) 2026-01-01T01:37Z [---] followers, [--] engagements "@long_equity Love this portfolio sharing $MA and $MSCI with you. Recently rolled out of $FTNT in my own reshaping of portfolio against companies where I see more binary event risk. Thanks for sharing" [X Link](https://x.com/BenMartin661251/status/2006744882220851420) 2026-01-01T15:10Z [---] followers, [---] engagements "@WOLF_Financial $MELI" [X Link](https://x.com/BenMartin661251/status/2006757546447802593) 2026-01-01T16:00Z [---] followers, [--] engagements "@QualityInvest5 Feel the same about $ADBE and $MSCI" [X Link](https://x.com/BenMartin661251/status/2007276700598710651) 2026-01-03T02:23Z [---] followers, [--] engagements "@GenFlynn Thank you" [X Link](https://x.com/BenMartin661251/status/2007280556032327698) 2026-01-03T02:39Z [---] followers, [--] engagements "@nickshirleyy Keep it up and Thank You" [X Link](https://x.com/BenMartin661251/status/2007300398407893201) 2026-01-03T03:58Z [---] followers, [--] engagements "@0xtechquity @wealthmatica @qualtrim Agree with your thinking but with multiple fabs and US govt interest in Intel chosen to only own ASML" [X Link](https://x.com/BenMartin661251/status/2007482138216816880) 2026-01-03T16:00Z [---] followers, [--] engagements "@Ahmedshww Agreed the most profitable and predictable cybersecurity company. Essential utility at this point but I ask myself if I want to own a utility with binary event risk to cash and reputation should it fail to adequately provide its service. Recently sold/reallocates but great co" [X Link](https://x.com/BenMartin661251/status/2007483980837523961) 2026-01-03T16:07Z [---] followers, [--] engagements "@bennyjohnson The power of communication what a speech" [X Link](https://x.com/BenMartin661251/status/2007486868825485697) 2026-01-03T16:19Z [---] followers, [--] engagements "@joecarlsonshow People complaining about removing this dictator but not all the others are morally incredulous. Its like a city on fire and complaining about a guy who ran into his neighbors burning house and saved everyone but didnt save the city" [X Link](https://x.com/BenMartin661251/status/2007519444172489000) 2026-01-03T18:28Z [---] followers, [--] engagements "@joecarlsonshow Skeptical of military interventions based upon my experiences in Iraq. However are the moral elitists on here complaining attune to the fact Venezuelans are up at dawn celebrating in the streets Do you know better what it is they want or desire Get off the high horse" [X Link](https://x.com/BenMartin661251/status/2007522015113007156) 2026-01-03T18:38Z [---] followers, [---] engagements "@CapexAndChill A stabilizing VZ is a tailwind not a headwind buying any weakness even though already the largest position" [X Link](https://x.com/BenMartin661251/status/2007599859638120659) 2026-01-03T23:48Z [---] followers, [---] engagements "@PeteButtigieg With sincerity you are a spineless worm whose position on this matter limply swings towards whatever is anti-Trump. Either you were a liar when you were anti-Maduro and pro-action before or a liar now. Liar either way. Sad little man whom should not be entrusted with a voice" [X Link](https://x.com/BenMartin661251/status/2007680116865061066) 2026-01-04T05:06Z [---] followers, [---] engagements "@KamalaHarris Man I would something harsh but the comments are brutal. You are truly worthy of pity. You will soon be forgotten already irrelevant and will be judged harshly by God for your immorality. Just repent and favor a quiet time in life. You serve no public purpose" [X Link](https://x.com/BenMartin661251/status/2007684572134420584) 2026-01-04T05:24Z [---] followers, [--] engagements "@MarkJCarney You need to be taken back to the standard number of allowable characters" [X Link](https://x.com/BenMartin661251/status/2007691519927669048) 2026-01-04T05:52Z [---] followers, [--] engagements "@RpsAgainstTrump Not MAGA but is this a joke" [X Link](https://x.com/BenMartin661251/status/2007693338036887967) 2026-01-04T05:59Z [---] followers, [--] engagements "@SpeakerPelosi Youre irrelevant" [X Link](https://x.com/BenMartin661251/status/2007696869510824072) 2026-01-04T06:13Z [---] followers, [--] engagements "@BernieSanders Youre irrelevant" [X Link](https://x.com/BenMartin661251/status/2007696913467158892) 2026-01-04T06:13Z [---] followers, [--] engagements "@Ahmedshww I agree. I exited cybersecurity altogether for the binary reason. Held $FTNT for a long time and was my choice amongst the group. Good valuation but am at a point of wealth preservation with risk moderation. See more clear efficiencies gained from AI amongst entrenched financials" [X Link](https://x.com/BenMartin661251/status/2007850533860855877) 2026-01-04T16:24Z [---] followers, [---] engagements "@mply_cap Like it emerging exposure $MELI and/or $SE. other entrenched financial $MSCI who will surprise to the upside from AI efficiencies and growing international/emerging markets. Share some holdings with and also hold those three. Thanks for sharing" [X Link](https://x.com/BenMartin661251/status/2007859242896605507) 2026-01-04T16:58Z [---] followers, [---] engagements "@Ahmedshww I believe this will serve you well investing in more volatile regions requires greater selectivity. Companies must be anti-fragile and their relative market position improved with macro volatility. You have that with $MELI. 15% position for me personally. Best to you" [X Link](https://x.com/BenMartin661251/status/2008324274545688935) 2026-01-05T23:46Z [---] followers, [---] engagements "@realroseceline lol quality response π₯" [X Link](https://x.com/BenMartin661251/status/2008699245243588921) 2026-01-07T00:36Z [---] followers, [--] engagements "@Mishi_2210 [----] didnt say that the two had to stay connected" [X Link](https://x.com/BenMartin661251/status/2009058137542975686) 2026-01-08T00:22Z [---] followers, [--] engagements "@QualityInvest5 Add: $MELI $SE $NU $AXON Remove: $ZM $SNAP $PYPL" [X Link](https://x.com/BenMartin661251/status/2009496157937140005) 2026-01-09T05:23Z [---] followers, [---] engagements "@SpeakerJohnson @WhiteHouse Take care of fraud and corruption please leave foreign policy to the executive branch (who is killing it) and that is all. Fraud corruption" [X Link](https://x.com/BenMartin661251/status/2010122317666369863) 2026-01-10T22:51Z [---] followers, [--] engagements "@Jim_Jordan Crimes with no criminals anyone in jail yet Known fraud and corruption without consequences is more merely fraud and corruption. Less posturing more doing please that is all" [X Link](https://x.com/BenMartin661251/status/2010125467139932380) 2026-01-10T23:03Z [---] followers, [--] engagements "@mitchellvii Paid voting blocks because corruption is so deep that neither party has the will or ability to clean the rolls" [X Link](https://x.com/BenMartin661251/status/2010375418680070568) 2026-01-11T15:37Z [---] followers, [--] engagements "@fiscal_ai $ASML" [X Link](https://x.com/BenMartin661251/status/2010549288288370979) 2026-01-12T03:07Z [---] followers, [--] engagements "@QualityInvest5 I think I know your answer but any temptation to swap some of your $ADBE for $NOW" [X Link](https://x.com/BenMartin661251/status/2011971379176808645) 2026-01-16T01:18Z [---] followers, [---] engagements "@SpeakerJohnson It is appreciated Pass the SAVE Act" [X Link](https://x.com/BenMartin661251/status/2012567388185874884) 2026-01-17T16:47Z [---] followers, [--] engagements "@RandPaul Agreed Pass the SAVE Act" [X Link](https://x.com/BenMartin661251/status/2012567556461400499) 2026-01-17T16:47Z [---] followers, [--] engagements "@sola_chad Evil must be confronted but Christians must consider both the principles of 2Cor 10:3-6 and 2Tim2:24-26. Nice is not a goal but neither is being not nice which is how many will subconsciously interpret this post. Be perfect as your Heavenly Father is perfect Mt5:48" [X Link](https://x.com/BenMartin661251/status/2012598632621469853) 2026-01-17T18:51Z [---] followers, [--] engagements "@DefiyantlyFree Thank you for your passion and this post" [X Link](https://x.com/BenMartin661251/status/2012690888930058521) 2026-01-18T00:57Z [---] followers, [--] engagements "@piersmorgan No condescension. You should be cheering for the USA. From our view across the pond Brit refugees will need somewhere to go soon. Praying for the UK and truly wishing you well. The real rub is you wish your leaders stood for your national interests as strongly as ours" [X Link](https://x.com/BenMartin661251/status/2012934536225792226) 2026-01-18T17:06Z [---] followers, [--] engagements "@QualityInvest5 Yes beautiful charts and sustained/static growth. I was defining meaningful as accelerated. Harder to calculate ADBE NRR because of their reporting. Appear to be defending within existing subscriber base but precarious to be dependent on NRR for growth no" [X Link](https://x.com/BenMartin661251/status/2015143325121040743) 2026-01-24T19:23Z [---] followers, [--] engagements "@farzyness Wont they move similarly to human mobs (with initial training based upon human created concepts) Potentially more quickly creating more volatility and outplaying human traders particularly if collaborating. LT fundamental buy-hold investors or AI will still outperform" [X Link](https://x.com/BenMartin661251/status/2015911610607374348) 2026-01-26T22:15Z [---] followers, [--] engagements "@StockMKTNewz $MSCI in the morning" [X Link](https://x.com/BenMartin661251/status/2016331052198068268) 2026-01-28T02:02Z [---] followers, [---] engagements "@BourbonCap $INTA and $YOU Feel safe holding both" [X Link](https://x.com/BenMartin661251/status/1978215985288012180) 2025-10-14T21:46Z [---] followers, [---] engagements "@Quality_stocksA Dont need the tax on gains and think leadership habitually sand bags. To high to buy but no issue with holding this beast" [X Link](https://x.com/BenMartin661251/status/2016656927749480561) 2026-01-28T23:37Z [---] followers, [--] engagements "@WillBiddy_ $ADBE undervalued enterprise moat (were gonna find out) $DUOL misunderstood consumer facing engagement app (already proven in the face of AI threat but just not recognized yet) considering $NOW for port but hard to pass up $MA and potential $NFLX in the 70s" [X Link](https://x.com/BenMartin661251/status/2017091089585275225) 2026-01-30T04:22Z [---] followers, [---] engagements "@TMZ You laughed at a peaceful man being publicly murdered and then cry when someone committing a crime gets arrested. You are evil" [X Link](https://x.com/BenMartin661251/status/2017377798059393035) 2026-01-30T23:22Z [---] followers, [--] engagements "@WillBiddy_ Nice list. Dont know about steal at those levels but some definitely steals at current levels. Long $UBER (11%) $MA (7%) $ADBE (5%) $DUOL (4%) other notables I would add $SE $NOW" [X Link](https://x.com/BenMartin661251/status/2017379526104227908) 2026-01-30T23:28Z [---] followers, [--] engagements "@WillBiddy_ Patiently waited $NOW is now in the port :) Good job on eliciting engagement" [X Link](https://x.com/BenMartin661251/status/2017380032511983794) 2026-01-30T23:30Z [---] followers, [--] engagements "@ftr_investors @satyanadella @Benioff @BillRMcDermott @Microsoft @salesforce @Adobe @ServiceNow $ADBE (valuation and reverseDCF are ridiculous if they survive willing to take the risk to see) and $NOW (great earnings and believe the have the best r/r among the group as it relates to true AI efficiencies). $MSFT remains best company but still has room to fall for growth" [X Link](https://x.com/BenMartin661251/status/2017390725285982229) 2026-01-31T00:13Z [---] followers, [---] engagements "@pepemoonboy No condescension but how long have you been at this game Are you making money on a subscription If so do you think you should be doing that at this point Just questions. Metal had to come down; market is far from any peak pain. Wishing you good luck and cheap lessons" [X Link](https://x.com/BenMartin661251/status/2017401178208850203) 2026-01-31T00:54Z [---] followers, [--] engagements "@dividendology Big tech some cult favorites or speculative garbage wanna shake the tree a little $TW (may benefit from fixed income demand with down cycle great charts balance sheet management) $KNSL (same except for downturn) $INTA (inflection point) $YOU $MELI and $SE" [X Link](https://x.com/BenMartin661251/status/1981487196025630780) 2025-10-23T22:25Z [---] followers, [---] engagements "@mvcinvesting $TW. High quality. Oligopoly. High profit margins. Low debt. Good management and some counter positioning. A buy as it sits IMO but dont own due to seeing better opportunity albeit at higher risk in other companies" [X Link](https://x.com/BenMartin661251/status/1994157918300651658) 2025-11-27T21:34Z [---] followers, [----] engagements "@InvestorDaan @qualtrim See your logic but there probably wont be more transactions if banks issue fewer cards to protect themselves from credit/default risk" [X Link](https://x.com/BenMartin661251/status/2010025435107868693) 2026-01-10T16:26Z [---] followers, [--] engagements "@WillBiddy_ $MELI and $SE for quality international/emerging market exposure long digital economy runways w/excellent managment and optionality. Agree with someone else on $FTNT; my choice in cybersecurity companies but sold for other opportunities in 2025" [X Link](https://x.com/BenMartin661251/status/2014967044219830493) 2026-01-24T07:42Z [---] followers, [---] engagements "@QualityInvest5 I think $ADBE is undervalued but given your example above; you dont find it concerning that they have this for two years and no meaningful monetization" [X Link](https://x.com/BenMartin661251/status/2015084399574827050) 2026-01-24T15:28Z [---] followers, [---] engagements "@SixSigmaCapital Funny thing is both sides can utter the same sentiments and no one would be able to say which side was talking. Which echo chamber or media outlets youre consuming is deterministic. Be careful what youre being told. From here it looks like UK is calamity. Is it" [X Link](https://x.com/BenMartin661251/status/2015250710384763045) 2026-01-25T02:29Z [---] followers, [---] engagements "@StockSavvyShay Incomplete/misleading rationale considering fixed production costs for Netflix and variable production cost for YT paid through revenue sharing w/content creators. Between these two it would actually seem Netflix has the greater operating leverage unless YT changes" [X Link](https://x.com/BenMartin661251/status/2015547654688698509) 2026-01-25T22:09Z [---] followers, [--] engagements "@SenatorLankford Constituent pass the SAVE Act" [X Link](https://x.com/BenMartin661251/status/2016353137133547562) 2026-01-28T03:30Z [---] followers, [--] engagements "@AirBreather1980 I appreciate the banter but AV wont be everywhere just Google is Uber building a fleet partnerships (actual capital and ownership) with multiple manufacturers particularly Lucid Stellantis Mercedes. Large market with many players behind who welcome the fragmentation" [X Link](https://x.com/BenMartin661251/status/2019614450160927194) 2026-02-06T03:29Z [---] followers, [--] engagements "@InvestInAssets Dont see how QLYS is there without FTNT" [X Link](https://x.com/BenMartin661251/status/1997805853232255304) 2025-12-07T23:10Z [---] followers, [--] engagements "@FrameworkWisely @tommyleed8888 I wish more conversations were had like this one and with some of the same shared mutual respect; and willingness to admit ones lack of understanding on an issue and grow from it. Respect gentlemen π«‘" [X Link](https://x.com/BenMartin661251/status/2015571197988065567) 2026-01-25T23:43Z [---] followers, [--] engagements "Swim into deep waters and then stay there until youre sure its not fear driving you back to the shore you come back not because fear left but because you are sure it couldnt make you leave. Know thyself This video will teach you how to eliminate fearπ― https://t.co/0ekk93rp0Z This video will teach you how to eliminate fearπ― https://t.co/0ekk93rp0Z" [X Link](https://x.com/anyuser/status/1982106522193654251) 2025-10-25T15:26Z [---] followers, [---] engagements "Great write up. Worth a read. @wealthmatica worth the follow cant believe it was free. If you like $KNSL which I do $PLMR definitely worth a look. Palomar Holdings $PLMR Stock Analysis π My 30-page deep-dive is live. Palomar has built predictability in catastrophe insurance a $3.5B reinsurance fortress dual profit engine & 50%+ EPS growth. A compounding machine hiding in plain sight. π: https://t.co/gLczJDphDO https://t.co/i4KEZTV1NH Palomar Holdings $PLMR Stock Analysis π My 30-page deep-dive is live. Palomar has built predictability in catastrophe insurance a $3.5B reinsurance fortress" [X Link](https://x.com/anyuser/status/1982207788316065840) 2025-10-25T22:08Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BenMartin661251 Ben MartinBen Martin posts on X about $meli, $se, ai, $uber the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence pga golfers #1235 stocks 42% technology brands 17% finance 9% countries 3% automotive brands 1% formula 1 1%
Social topic influence $meli 16%, $se 12%, ai 12%, $uber 9%, $adbe 8%, $axon #28, $now 6%, ben 6%, $msci 6%, $tw 4%
Top accounts mentioned or mentioned by @capexandchill @qualityinvest5 @willbiddy @joecarlsonshow @pronkdaniel @ahmedshww @ashton1nvests @longequity @ftrinvestors @chadmumm @investinassets @senatorlankford @wealthmatica @qualtrim @speakerjohnson @brianstoffel @holysmokas @saynototrading @manuinvests @theraymyers
Top assets mentioned MercadoLibre Inc (MELI) Sea Limited (SE) Uber Technologies, Inc. (UBER) Adobe, Inc. (ADBE) Axon Enterprise, Inc. (AXON) Now Coin (NOW) Msci Inc (MSCI) Tradeweb Markets Inc. Class A Common Stock (TW) Duolingo, Inc. (DUOL) Mastercard, Inc. (MA) Fortinet Inc (FTNT) Coupang, Inc. (CPNG) NuCypher (NU) CLEAR Secure, Inc. (YOU) Intapp, Inc. (INTA) Kinsale Capital Group, Inc. (KNSL) MarketAxess Holdings Inc. (MKTX) Hims & Hers Health, Inc. (HIMS) Salesforce Inc (CRM) Trade Desk, Inc. (TTD) PayPal Holdings Inc (PYPL) Zoom Video Communications Inc (ZM) Snap, Inc. (SNAP) Netflix Inc (NFLX) Microsoft Corp. (MSFT) ServiceNow Inc (NOW) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last [--] hours
"Am I the only person who finds $TW interesting particularly given its benefit from market volatility Hardly see it mentioned. Yes it is not as entrenched as some other financial/market names but fundamentals are amazing Managment great Reasons it wouldnt work from here"
X Link 2026-01-27T20:22Z [---] followers, [---] engagements
"@PronkDaniel Owned it. Sold it towards end of their CEO replacement debacle and not confident with their mngmnt/transparency. Bitten by Israeli tech multiple times and fair or unfair does impact their prospects. Question ability to meaningfully expand. More expensive but prefer $AXON"
X Link 2026-02-14T16:40Z [---] followers, [--] engagements
"@Brian_Stoffel_ I wager youre initiating a $NOW position adding to $SE position adding to $ADBE just might be brave enough to add to $AXON after recent shellacking. I would do the first [--] and then wait and see for $AXON (SBC egregious and still expensive in absolute terms)"
X Link 2026-01-31T00:21Z [---] followers, [---] engagements
"@WillBiddy_ @Ashton_1nvests @HolySmokas Agreed. Have looked at itbaffled. In the no pile. Non-compounder. There will never be a sustainable moat pricing power or non-duplicated optionality here. Best case is getting bought out by larger non-discretionary consumer company that wants the name"
X Link 2026-02-01T22:31Z [---] followers, [--] engagements
"@QualityInvest5 $UBER #2 position for me but some other really underpriced and sold off operating leverage out there heres another example $SE. Physical/logistics infrastructure barrier to entry with strong network effects moat. Might be worth a look (#5 8% position for me). Adding to both"
X Link 2026-02-05T05:25Z [---] followers, [---] engagements
"@SayNoToTrading Not surprised Am a shareholder and will hold growth is great. Benefits from AI and will not be disrupted. That being said the EGREGIOUS SBC eventually had to come home to roost. Still havent added since $177 and still wont yet"
X Link 2026-02-06T00:04Z [---] followers, [---] engagements
"@ManuInvests $UBER holder and respect your work. Concern. Would love your thoughts Does the aggregator of any industry still win if an AI agent personal assistant is scouring all competitive sites in seconds Are network effects presupposed moats based upon the historic difficulty to search"
X Link 2026-02-08T22:12Z [---] followers, [---] engagements
"@TheRayMyers Emerging markets and it wont be close. They are flying through normal digitization into an age of AI and satellite connectivity and increasing economic prosperity with younger demographics PEG ratios are ridiculous and becoming more politically stable"
X Link 2026-02-10T03:45Z [---] followers, [---] engagements
"@Mindset4Money_X Its hated but $DUOL should probably be on the list"
X Link 2026-02-12T05:00Z [---] followers, [---] engagements
"@long_equity Fixed income trading markets $TW $MKTX private (Bloomberg Virtu)"
X Link 2026-01-24T18:24Z [---] followers, [---] engagements
"@GauchoRico Am a shareholder since $82 and havent added since $177. Love the company and largely agree with you and $AXON will benefit from AI. However this was inevitable with their EGREGIOUS SBC and valuation. Still not done falling unless they pull the true FCF lever"
X Link 2026-02-06T01:12Z [---] followers, [---] engagements
"Am I alone in recognizing that in the event of any stand down of AVs be that due to regulation edge event POLITICAL or other $UBER is actually the most anti-fragile company in the mobility segment because of hybrid model. AVs clearly only accretive at this point"
X Link 2026-02-06T01:21Z [---] followers, [--] engagements
"Protect women protect womens sports protect truth. Rarely post but as a proud father of girls wanted this to spread I've made ads for the Super Bowl before. Spent millions to make them and air them during the Big Game. But this one -- this is the one that made the most impact. Zero media dollars. 40m views. Because it speaks the truth. Ban us all you want. Truth outs in the end. https://t.co/SdhhQ9Z8g9 I've made ads for the Super Bowl before. Spent millions to make them and air them during the Big Game. But this one -- this is the one that made the most impact. Zero media dollars. 40m views."
X Link 2026-02-08T21:46Z [---] followers, [--] engagements
"@invest091 I agree. Holding/adding $MSCI and $MA. Sold $FTNT because of binary risk of cybersecurity failure but great company. Do you have a list of your low category stocks. Value your insights and thoroughness of thought"
X Link 2026-02-14T17:48Z [---] followers, [--] engagements
"@the_zack_zhu Youre doing it right. Keep it up. These are companies and investments; not sacred. $MELI is my largest holding and I absolutely want to know about weaknesses and competition"
X Link 2025-11-27T14:26Z [---] followers, [---] engagements
"@CapexAndChill Have you done any DD on $CPNG Going to battle with $SE in Taiwan"
X Link 2025-11-28T03:21Z [---] followers, [----] engagements
"@CapexAndChill Awesome write-up I largely agree with your conclusions but have conviction that $CPNG will execute and leverage logistics into their favor for add-on services/membership as they have in SK. Long both $CPNG and $SE"
X Link 2025-11-29T04:06Z [---] followers, [---] engagements
"@PronkDaniel Thank you for using your larger platform to call out someone smaller whos putting out great content Long $MELI $SE and $CPNG so love tuning into you both hope it grows the audience for you @CapexAndChill"
X Link 2025-11-29T04:49Z [---] followers, [---] engagements
"@ftr_investors Own [--]. Ownd $AXON 5+ yrs (11% prt now) but stll expnsv & SBC egregious. No adds til pivot to FCF/sh. Rcntly made $SE 6% position pwrfl in SEA & frmdable LatAm (also own $CPNG and $MELI). Rcntly add $DUOL 4% great fundmntls/mngmnt well see. Hard no $HIMS dont trust management"
X Link 2025-11-29T15:39Z [---] followers, [---] engagements
"@CapexAndChill Excellent write up Heat table Very engineer of you. Am long $MELI as you know. Different topic any concern AI search/shop will commoditize e-commerce disaggregate the advantage of e-commerce leaders or circumvent them Big question I know but value your thoughts if any"
X Link 2025-11-29T22:54Z [---] followers, [---] engagements
"@CapexAndChill The $MELI man love the in depth write ups"
X Link 2025-11-29T23:00Z [---] followers, [---] engagements
"@qualityequities Couldnt do just one holding $MELI and $NU for years"
X Link 2025-11-30T20:57Z [---] followers, [---] engagements
"@GabGrowth Love these exchanges. Thanks for sharing your insights. Truly"
X Link 2025-12-01T01:32Z [---] followers, [---] engagements
"@RealDonKeith Happy for him (regarding the go fund me) but something is incomplete here. I have MULTIPLE family members retired and receiving their pensions from GM some retired after 2000"
X Link 2025-12-03T00:35Z [---] followers, [---] engagements
"@RichardDawkins Crazy times I am a devout Christian and saying Amen to Richard Dawkins"
X Link 2025-12-03T01:19Z [---] followers, [---] engagements
"@joecarlsonshow $MELI 15% $UBER 12% $AXON 11%"
X Link 2025-12-04T18:42Z [---] followers, [---] engagements
"@QualityInvest5 $MELI $UBER"
X Link 2025-12-04T22:46Z [---] followers, [---] engagements
"@PronkDaniel Video on $MSCI please"
X Link 2025-12-06T18:05Z [---] followers, [---] engagements
"@chadmumm Great post lol not sure youll be able to pin this one"
X Link 2025-12-10T00:31Z [---] followers, [----] engagements
"@chadmumm Aint the prettiest and dont blame ya but a little high great post and engagement"
X Link 2025-12-10T02:17Z [---] followers, [---] engagements
"@CapexAndChill $MELI. More established company and fundamentals. Cemented in their region. Management. Physical infrastructure and barrier to entry. Cost controls that allow profitable expansion upstream and downstream. Long both $MELI 15% and $SE 8%"
X Link 2025-12-11T18:41Z [---] followers, [---] engagements
"@joecarlsonshow $CRM ER showed resilience so dont see how thesis has changed from whatever kept you holding this long however $ADBE looks better for similar risk set IMO. $MELI is better than both (seems a lot of others thinks so too) and $UBER has been on your radar for a while. All buyable"
X Link 2025-12-11T23:52Z [---] followers, [---] engagements
"@JoshuaBarzon Testing the algorithm or the followers π€"
X Link 2025-12-12T03:41Z [---] followers, [--] engagements
"@CapexAndChill Now youre tracking. Tyme Group purchase was clear intention for global expansion. Long term winner without borders"
X Link 2025-12-12T23:31Z [---] followers, [--] engagements
"@QualityInvest5 AI is a god send for us per CEO. Lowest valuation in 5+ years and hes buying more than has in years and buying back stock fastest pace in the decade. Pricing power 95% retention fundamentals Im in. Expecting an earnings surprise upcoming but dont even need it here"
X Link 2025-12-13T16:50Z [---] followers, [---] engagements
"@joecarlsonshow Moot point for long term investors"
X Link 2025-12-16T02:58Z [---] followers, [--] engagements
"@TheLongInvest $TTD and $AXON"
X Link 2025-12-16T02:59Z [---] followers, [---] engagements
"@LarryBirdDaily Shame AI lies"
X Link 2025-12-18T00:45Z [---] followers, [--] engagements
"@FluentInFinance Weak uninformed take that aids no one and nothing. Opportunities are everywhere. Do better"
X Link 2025-12-24T02:57Z [---] followers, [--] engagements
"@InvestInAssets Might be a controversial pick right now but dont see how $UBER in its current state cannot be on the list"
X Link 2025-12-27T15:09Z [---] followers, [---] engagements
"@RoKhanna @friedberg @chamath Youre not a serious person see Chamaths other posts on the matter"
X Link 2025-12-28T21:32Z [---] followers, [--] engagements
"@Ashton_1nvests No hate but seriously asking was it you that once said something to the effect of if youre portfolio doesnt make you nervous youre not doing it right"
X Link 2026-01-01T00:08Z [---] followers, [--] engagements
"@SenatorLankford I dont think youre in touch with the anger boiling up. When the patriots are starting to not want to participate trouble. GOP led government appears beholden to status quo. Measurable outcomes and publicized prosecutions of those fleecing this country are required"
X Link 2026-01-01T01:37Z [---] followers, [--] engagements
"@long_equity Love this portfolio sharing $MA and $MSCI with you. Recently rolled out of $FTNT in my own reshaping of portfolio against companies where I see more binary event risk. Thanks for sharing"
X Link 2026-01-01T15:10Z [---] followers, [---] engagements
"@WOLF_Financial $MELI"
X Link 2026-01-01T16:00Z [---] followers, [--] engagements
"@QualityInvest5 Feel the same about $ADBE and $MSCI"
X Link 2026-01-03T02:23Z [---] followers, [--] engagements
"@GenFlynn Thank you"
X Link 2026-01-03T02:39Z [---] followers, [--] engagements
"@nickshirleyy Keep it up and Thank You"
X Link 2026-01-03T03:58Z [---] followers, [--] engagements
"@0xtechquity @wealthmatica @qualtrim Agree with your thinking but with multiple fabs and US govt interest in Intel chosen to only own ASML"
X Link 2026-01-03T16:00Z [---] followers, [--] engagements
"@Ahmedshww Agreed the most profitable and predictable cybersecurity company. Essential utility at this point but I ask myself if I want to own a utility with binary event risk to cash and reputation should it fail to adequately provide its service. Recently sold/reallocates but great co"
X Link 2026-01-03T16:07Z [---] followers, [--] engagements
"@bennyjohnson The power of communication what a speech"
X Link 2026-01-03T16:19Z [---] followers, [--] engagements
"@joecarlsonshow People complaining about removing this dictator but not all the others are morally incredulous. Its like a city on fire and complaining about a guy who ran into his neighbors burning house and saved everyone but didnt save the city"
X Link 2026-01-03T18:28Z [---] followers, [--] engagements
"@joecarlsonshow Skeptical of military interventions based upon my experiences in Iraq. However are the moral elitists on here complaining attune to the fact Venezuelans are up at dawn celebrating in the streets Do you know better what it is they want or desire Get off the high horse"
X Link 2026-01-03T18:38Z [---] followers, [---] engagements
"@CapexAndChill A stabilizing VZ is a tailwind not a headwind buying any weakness even though already the largest position"
X Link 2026-01-03T23:48Z [---] followers, [---] engagements
"@PeteButtigieg With sincerity you are a spineless worm whose position on this matter limply swings towards whatever is anti-Trump. Either you were a liar when you were anti-Maduro and pro-action before or a liar now. Liar either way. Sad little man whom should not be entrusted with a voice"
X Link 2026-01-04T05:06Z [---] followers, [---] engagements
"@KamalaHarris Man I would something harsh but the comments are brutal. You are truly worthy of pity. You will soon be forgotten already irrelevant and will be judged harshly by God for your immorality. Just repent and favor a quiet time in life. You serve no public purpose"
X Link 2026-01-04T05:24Z [---] followers, [--] engagements
"@MarkJCarney You need to be taken back to the standard number of allowable characters"
X Link 2026-01-04T05:52Z [---] followers, [--] engagements
"@RpsAgainstTrump Not MAGA but is this a joke"
X Link 2026-01-04T05:59Z [---] followers, [--] engagements
"@SpeakerPelosi Youre irrelevant"
X Link 2026-01-04T06:13Z [---] followers, [--] engagements
"@BernieSanders Youre irrelevant"
X Link 2026-01-04T06:13Z [---] followers, [--] engagements
"@Ahmedshww I agree. I exited cybersecurity altogether for the binary reason. Held $FTNT for a long time and was my choice amongst the group. Good valuation but am at a point of wealth preservation with risk moderation. See more clear efficiencies gained from AI amongst entrenched financials"
X Link 2026-01-04T16:24Z [---] followers, [---] engagements
"@mply_cap Like it emerging exposure $MELI and/or $SE. other entrenched financial $MSCI who will surprise to the upside from AI efficiencies and growing international/emerging markets. Share some holdings with and also hold those three. Thanks for sharing"
X Link 2026-01-04T16:58Z [---] followers, [---] engagements
"@Ahmedshww I believe this will serve you well investing in more volatile regions requires greater selectivity. Companies must be anti-fragile and their relative market position improved with macro volatility. You have that with $MELI. 15% position for me personally. Best to you"
X Link 2026-01-05T23:46Z [---] followers, [---] engagements
"@realroseceline lol quality response π₯"
X Link 2026-01-07T00:36Z [---] followers, [--] engagements
"@Mishi_2210 [----] didnt say that the two had to stay connected"
X Link 2026-01-08T00:22Z [---] followers, [--] engagements
"@QualityInvest5 Add: $MELI $SE $NU $AXON Remove: $ZM $SNAP $PYPL"
X Link 2026-01-09T05:23Z [---] followers, [---] engagements
"@SpeakerJohnson @WhiteHouse Take care of fraud and corruption please leave foreign policy to the executive branch (who is killing it) and that is all. Fraud corruption"
X Link 2026-01-10T22:51Z [---] followers, [--] engagements
"@Jim_Jordan Crimes with no criminals anyone in jail yet Known fraud and corruption without consequences is more merely fraud and corruption. Less posturing more doing please that is all"
X Link 2026-01-10T23:03Z [---] followers, [--] engagements
"@mitchellvii Paid voting blocks because corruption is so deep that neither party has the will or ability to clean the rolls"
X Link 2026-01-11T15:37Z [---] followers, [--] engagements
"@fiscal_ai $ASML"
X Link 2026-01-12T03:07Z [---] followers, [--] engagements
"@QualityInvest5 I think I know your answer but any temptation to swap some of your $ADBE for $NOW"
X Link 2026-01-16T01:18Z [---] followers, [---] engagements
"@SpeakerJohnson It is appreciated Pass the SAVE Act"
X Link 2026-01-17T16:47Z [---] followers, [--] engagements
"@RandPaul Agreed Pass the SAVE Act"
X Link 2026-01-17T16:47Z [---] followers, [--] engagements
"@sola_chad Evil must be confronted but Christians must consider both the principles of 2Cor 10:3-6 and 2Tim2:24-26. Nice is not a goal but neither is being not nice which is how many will subconsciously interpret this post. Be perfect as your Heavenly Father is perfect Mt5:48"
X Link 2026-01-17T18:51Z [---] followers, [--] engagements
"@DefiyantlyFree Thank you for your passion and this post"
X Link 2026-01-18T00:57Z [---] followers, [--] engagements
"@piersmorgan No condescension. You should be cheering for the USA. From our view across the pond Brit refugees will need somewhere to go soon. Praying for the UK and truly wishing you well. The real rub is you wish your leaders stood for your national interests as strongly as ours"
X Link 2026-01-18T17:06Z [---] followers, [--] engagements
"@QualityInvest5 Yes beautiful charts and sustained/static growth. I was defining meaningful as accelerated. Harder to calculate ADBE NRR because of their reporting. Appear to be defending within existing subscriber base but precarious to be dependent on NRR for growth no"
X Link 2026-01-24T19:23Z [---] followers, [--] engagements
"@farzyness Wont they move similarly to human mobs (with initial training based upon human created concepts) Potentially more quickly creating more volatility and outplaying human traders particularly if collaborating. LT fundamental buy-hold investors or AI will still outperform"
X Link 2026-01-26T22:15Z [---] followers, [--] engagements
"@StockMKTNewz $MSCI in the morning"
X Link 2026-01-28T02:02Z [---] followers, [---] engagements
"@BourbonCap $INTA and $YOU Feel safe holding both"
X Link 2025-10-14T21:46Z [---] followers, [---] engagements
"@Quality_stocksA Dont need the tax on gains and think leadership habitually sand bags. To high to buy but no issue with holding this beast"
X Link 2026-01-28T23:37Z [---] followers, [--] engagements
"@WillBiddy_ $ADBE undervalued enterprise moat (were gonna find out) $DUOL misunderstood consumer facing engagement app (already proven in the face of AI threat but just not recognized yet) considering $NOW for port but hard to pass up $MA and potential $NFLX in the 70s"
X Link 2026-01-30T04:22Z [---] followers, [---] engagements
"@TMZ You laughed at a peaceful man being publicly murdered and then cry when someone committing a crime gets arrested. You are evil"
X Link 2026-01-30T23:22Z [---] followers, [--] engagements
"@WillBiddy_ Nice list. Dont know about steal at those levels but some definitely steals at current levels. Long $UBER (11%) $MA (7%) $ADBE (5%) $DUOL (4%) other notables I would add $SE $NOW"
X Link 2026-01-30T23:28Z [---] followers, [--] engagements
"@WillBiddy_ Patiently waited $NOW is now in the port :) Good job on eliciting engagement"
X Link 2026-01-30T23:30Z [---] followers, [--] engagements
"@ftr_investors @satyanadella @Benioff @BillRMcDermott @Microsoft @salesforce @Adobe @ServiceNow $ADBE (valuation and reverseDCF are ridiculous if they survive willing to take the risk to see) and $NOW (great earnings and believe the have the best r/r among the group as it relates to true AI efficiencies). $MSFT remains best company but still has room to fall for growth"
X Link 2026-01-31T00:13Z [---] followers, [---] engagements
"@pepemoonboy No condescension but how long have you been at this game Are you making money on a subscription If so do you think you should be doing that at this point Just questions. Metal had to come down; market is far from any peak pain. Wishing you good luck and cheap lessons"
X Link 2026-01-31T00:54Z [---] followers, [--] engagements
"@dividendology Big tech some cult favorites or speculative garbage wanna shake the tree a little $TW (may benefit from fixed income demand with down cycle great charts balance sheet management) $KNSL (same except for downturn) $INTA (inflection point) $YOU $MELI and $SE"
X Link 2025-10-23T22:25Z [---] followers, [---] engagements
"@mvcinvesting $TW. High quality. Oligopoly. High profit margins. Low debt. Good management and some counter positioning. A buy as it sits IMO but dont own due to seeing better opportunity albeit at higher risk in other companies"
X Link 2025-11-27T21:34Z [---] followers, [----] engagements
"@InvestorDaan @qualtrim See your logic but there probably wont be more transactions if banks issue fewer cards to protect themselves from credit/default risk"
X Link 2026-01-10T16:26Z [---] followers, [--] engagements
"@WillBiddy_ $MELI and $SE for quality international/emerging market exposure long digital economy runways w/excellent managment and optionality. Agree with someone else on $FTNT; my choice in cybersecurity companies but sold for other opportunities in 2025"
X Link 2026-01-24T07:42Z [---] followers, [---] engagements
"@QualityInvest5 I think $ADBE is undervalued but given your example above; you dont find it concerning that they have this for two years and no meaningful monetization"
X Link 2026-01-24T15:28Z [---] followers, [---] engagements
"@SixSigmaCapital Funny thing is both sides can utter the same sentiments and no one would be able to say which side was talking. Which echo chamber or media outlets youre consuming is deterministic. Be careful what youre being told. From here it looks like UK is calamity. Is it"
X Link 2026-01-25T02:29Z [---] followers, [---] engagements
"@StockSavvyShay Incomplete/misleading rationale considering fixed production costs for Netflix and variable production cost for YT paid through revenue sharing w/content creators. Between these two it would actually seem Netflix has the greater operating leverage unless YT changes"
X Link 2026-01-25T22:09Z [---] followers, [--] engagements
"@SenatorLankford Constituent pass the SAVE Act"
X Link 2026-01-28T03:30Z [---] followers, [--] engagements
"@AirBreather1980 I appreciate the banter but AV wont be everywhere just Google is Uber building a fleet partnerships (actual capital and ownership) with multiple manufacturers particularly Lucid Stellantis Mercedes. Large market with many players behind who welcome the fragmentation"
X Link 2026-02-06T03:29Z [---] followers, [--] engagements
"@InvestInAssets Dont see how QLYS is there without FTNT"
X Link 2025-12-07T23:10Z [---] followers, [--] engagements
"@FrameworkWisely @tommyleed8888 I wish more conversations were had like this one and with some of the same shared mutual respect; and willingness to admit ones lack of understanding on an issue and grow from it. Respect gentlemen π«‘"
X Link 2026-01-25T23:43Z [---] followers, [--] engagements
"Swim into deep waters and then stay there until youre sure its not fear driving you back to the shore you come back not because fear left but because you are sure it couldnt make you leave. Know thyself This video will teach you how to eliminate fearπ― https://t.co/0ekk93rp0Z This video will teach you how to eliminate fearπ― https://t.co/0ekk93rp0Z"
X Link 2025-10-25T15:26Z [---] followers, [---] engagements
"Great write up. Worth a read. @wealthmatica worth the follow cant believe it was free. If you like $KNSL which I do $PLMR definitely worth a look. Palomar Holdings $PLMR Stock Analysis π My 30-page deep-dive is live. Palomar has built predictability in catastrophe insurance a $3.5B reinsurance fortress dual profit engine & 50%+ EPS growth. A compounding machine hiding in plain sight. π: https://t.co/gLczJDphDO https://t.co/i4KEZTV1NH Palomar Holdings $PLMR Stock Analysis π My 30-page deep-dive is live. Palomar has built predictability in catastrophe insurance a $3.5B reinsurance fortress"
X Link 2025-10-25T22:08Z [---] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
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