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# ![@everydaystocksx Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1734987130223341568.png) @everydaystocksx Everyday Stocks

Everyday Stocks posts on X about stocks, $amzn, meta, $pltr the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1734987130223341568/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1734987130223341568/c:line/m:interactions.svg)

- [--] Week [-------] -14%
- [--] Month [-------] +697%
- [--] Months [-------] +24%
- [--] Year [-------] -6.60%

### Mentions: [--] [#](/creator/twitter::1734987130223341568/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1734987130223341568/c:line/m:posts_active.svg)

- [--] Month [--] +1.40%
- [--] Months [---] -39%
- [--] Year [---] -66%

### Followers: [-----] [#](/creator/twitter::1734987130223341568/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1734987130223341568/c:line/m:followers.svg)

- [--] Week [-----] +0.37%
- [--] Month [-----] +1.30%
- [--] Months [-----] +9.50%
- [--] Year [-----] +65%

### CreatorRank: [-------] [#](/creator/twitter::1734987130223341568/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1734987130223341568/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [luxury brands](/list/luxury-brands)  [fashion brands](/list/fashion-brands)  [exchanges](/list/exchanges)  [social networks](/list/social-networks) 

**Social topic influence**
[stocks](/topic/stocks) #4839, [$amzn](/topic/$amzn), [meta](/topic/meta), [$pltr](/topic/$pltr) #346, [uber](/topic/uber), [$uber](/topic/$uber), [$spot](/topic/$spot) #4338, [$tsla](/topic/$tsla), [$googl](/topic/$googl), [$meli](/topic/$meli) #37

**Top accounts mentioned or mentioned by**
[@ranked90](/creator/undefined) [@qualityinvest5](/creator/undefined) [@dividenddynasty](/creator/undefined) [@thevaluefind3rr](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@theoootrr](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@alc2022](/creator/undefined) [@qualitystocksa](/creator/undefined) [@dividendlearn](/creator/undefined) [@finchatio](/creator/undefined) [@cybercabdavid](/creator/undefined) [@ftrinvestors](/creator/undefined) [@stockmktnewz](/creator/undefined) [@dividendgweb3](/creator/undefined) [@wealthmatica](/creator/undefined) [@fluentinvalue](/creator/undefined) [@dividenddudeyt](/creator/undefined) [@thexcapitalist](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Uber Technologies, Inc. (UBER)](/topic/uber) [Spotify Technology (SPOT)](/topic/$spot) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [MercadoLibre Inc (MELI)](/topic/$meli) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Metadium (META)](/topic/$meta) [Mastercard, Inc. (MA)](/topic/$ma) [Netflix Inc (NFLX)](/topic/$nflx) [Shopify Inc (SHOP)](/topic/$shop) [NVIDIA Corp. (NVDA)](/topic/$nvda) [NuCypher (NU)](/topic/$nu) [Starbucks Corporation (SBUX)](/topic/$sbux) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Coca-Cola Co (KO)](/topic/$ko) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Now Coin (NOW)](/topic/$now) [On Holding AG (ONON)](/topic/$onon) [Microsoft Corp. (MSFT)](/topic/$msft) [Costco Hot Dog (COST)](/topic/$cost) [Cloudflare, Inc. (NET)](/topic/$net) [American Express Company (AXP)](/topic/$axp) [Ferrari N.V. (RACE)](/topic/$race) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Enphase Energy Inc (ENPH)](/topic/$enph) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Wise (WISE)](/topic/$wise) [Fortinet Inc (FTNT)](/topic/$ftnt) [RAI Finance (SOFI)](/topic/$sofi) [Salesforce Inc (CRM)](/topic/$crm) [Apple, Inc. (AAPL)](/topic/$aapl) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Adobe, Inc. (ADBE)](/topic/$adbe) [Datadog Inc (DDOG)](/topic/$ddog) [Mario Coin (COIN)](/topic/$coin) [Advanced Micro Devices (AMD)](/topic/$amd) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [ServiceNow Inc (NOW)](/topic/servicenow) [AppLovin Corporation (APP)](/topic/$app) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Sea Limited (SE)](/topic/$se) [Nike Inc (NKE)](/topic/$nke) [DisChain (DIS)](/topic/$dis) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Costco Wholesale Corporation (COST)](/topic/costco) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Snap, Inc. (SNAP)](/topic/$snap) [CAVA Group, Inc. (CAVA)](/topic/$cava)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@DividendDudeYT $KO in terms of quality business global brand recognitionmoat and longevity"  
[X Link](https://x.com/everydaystocksx/status/1743922457260515584)  2024-01-07T09:08Z [--] followers, [--] engagements


"Favourite investing podcasts currently @playingftseshow @chitchatmoney @ValueStockGeek security analysis Always on the hunt for more good & consistent podcasts"  
[X Link](https://x.com/everydaystocksx/status/1747240602872242494)  2024-01-16T12:53Z [--] followers, [--] engagements


"@DividendDudeYT $sbux"  
[X Link](https://x.com/thecoffeecan7/status/1748480003753341407)  2024-01-19T22:58Z [--] followers, [--] engagements


"@DividendDynasty Probably $CRWD at 24X sales with no earnings but people love it tho πŸ€·β™‚"  
[X Link](https://x.com/everydaystocksx/status/1751175124852645930)  2024-01-27T09:27Z [--] followers, [--] engagements


"Dont dilute your best ideas just for the sake of diversification. A heavily loaded portfolio just increases the chance you match the market at best"  
[X Link](https://x.com/thecoffeecan7/status/1752020458055070205)  2024-01-29T17:26Z [--] followers, [--] engagements


"There are many factors to determine when paying a high PE is justified but in the simplest terms you can look at the PEG ratio (Price/earnings to growth ratio) & ROIC. Me personally i like a PEG ratio below [---] but in general the cheaper the PEG is the better. (Continue)"  
[X Link](https://x.com/thecoffeecan7/status/1752055382875296048)  2024-01-29T19:45Z [--] followers, [--] engagements


"A few examples where paying a high PE (today) could potentially lead to a good return through growth $META PE:34. PEG: [----] . ROIC 17% $NVDA PE:80. PEG: [----]. ROIC 47% $PYPL PE: [--]. PEG: [----] ROIC 12% $SBUX PE:25 PEG: [----] ROIC 18% $ABNB PE:50 PEG: [---] ROIC 49% (Continue)"  
[X Link](https://x.com/thecoffeecan7/status/1752055384951443920)  2024-01-29T19:45Z [--] followers, [---] engagements


"Now a few examples where its likely the isnt enough growth to justify a high PE (todays prices) $TSLA PE:59. PEG:2.03 ROIC 19% $PANW PE:192 PEG: [---] ROIC 10% $MSFT PE: [--] PEG: [----] ROIC 27% #StockMarket #Thread #simpleinvesting #stockgrowth"  
[X Link](https://x.com/thecoffeecan7/status/1752055387497349574)  2024-01-29T19:45Z [--] followers, [--] engagements


"@DividendDynasty @BBCMOTD Id say he is without a doubt & Im not a Liverpool fan the stats dont tell the full picture 90+ points i think 3times 3UCL finals. its crazy he didnt win more but what can you do about PepπŸ€·β™‚+ i think his teams would outplay all the former Liverpool teams tbh"  
[X Link](https://x.com/everydaystocksx/status/1752390833117028550)  2024-01-30T17:58Z [--] followers, [---] engagements


"@DividendDudeYT This is a good book my personal favourite would be The warren buffet way Or potentially 100Baggers"  
[X Link](https://x.com/everydaystocksx/status/1753712515094073423)  2024-02-03T09:30Z [--] followers, [--] engagements


"@DividendDudeYT Selling $KO seems crazy it would be my hold $KO is a proven generational diamond historically & will stand the test of time. potentially the moat of all moats you like high quality businesses as you say & Dividends $KO the one anyway all loveπŸ˜ƒ i like these you do Sell $CELH"  
[X Link](https://x.com/everydaystocksx/status/1753731139141828795)  2024-02-03T10:44Z [--] followers, [---] engagements


"An even bigger week of earnings Coming up for me next. My biggest position $UBER A Top [--] Position in $PYPL Midsize Positions in $FTNT & $PLTR & a small position in $ENPH & a company that always interests me on the watchlist $SPOT (regret not buying 9-12months ago but heyπŸ€·β™‚)"  
[X Link](https://x.com/everydaystocksx/status/1753736079067279850)  2024-02-03T11:03Z [--] followers, [---] engagements


"Its not a deciding factor but i do love owner operators when looking at investment opportunities. Not essential but so often youll find the benefit"  
[X Link](https://x.com/everydaystocksx/status/1754071940975759526)  2024-02-04T09:18Z [--] followers, [--] engagements


"$FTNT Fortinet πŸ’» $PLTR Palantir πŸ€– $META πŸ“± $SPOT Spotify 🎡 $ABNB AirBNB🏑 $ADYEN πŸ’³ $TSLA Tesla πŸš—πŸ”‹ $NVDA Nvidia πŸ€– $WISE πŸ’· $RUM RumbleπŸŽ₯ [--] i own the others Im interested in (at the right value) They all share something in common but what is it Founder Lead CEOs"  
[X Link](https://x.com/everydaystocksx/status/1754163407924720068)  2024-02-04T15:22Z [----] followers, [---] engagements


"$UBER earnings this week will be an eye opener for lots of people"  
[X Link](https://x.com/everydaystocksx/status/1754520448732127644)  2024-02-05T15:00Z [--] followers, [---] engagements


"Theres an art to just not selling"  
[X Link](https://x.com/everydaystocksx/status/1754532985687138577)  2024-02-05T15:50Z [--] followers, [--] engagements


"Only a few chapters in too reading this but can already say its incredible so far. Really good read"  
[X Link](https://x.com/everydaystocksx/status/1754590971302437180)  2024-02-05T19:41Z [--] followers, [--] engagements


"Woke up dug into the $PLTR earnings. Happy with them & with the guidance set out for the upcoming year. Even happier with the +18% gain pre market too ;)"  
[X Link](https://x.com/everydaystocksx/status/1754738335187132666)  2024-02-06T05:26Z [--] followers, [---] engagements


"People bought the Apple computer when it came out the IPhone Then the airpods followed & then they get the apple watch and will even buy this Vision Pro but through the entire process probably never bought $AAPL shares. Often times the clues are right in front of you"  
[X Link](https://x.com/everydaystocksx/status/1754849925475496226)  2024-02-06T12:50Z [--] followers, [--] engagements


"Massive EPS beat from $FTNT Fortinet you beauty up 14% after hours :)"  
[X Link](https://x.com/everydaystocksx/status/1754976821542518810)  2024-02-06T21:14Z [----] followers, [--] engagements


"Albeit that daily price movements do not mean much in the long run seeing $PLTR up 30% in a day $FTNT up 14% after earnings $ENPH up about 7% from earnings (Missed earnings albeit) Has made the portfolio look very nice tonight so thats fun"  
[X Link](https://x.com/everydaystocksx/status/1754983244477448363)  2024-02-06T21:39Z [--] followers, [---] engagements


"Interesting day for the portfolio coming up as $UBER & $PYPL release earnings Will we see a rise Or another buying opportunity appear πŸ˜„ πŸ“ˆπŸ“‰"  
[X Link](https://x.com/everydaystocksx/status/1755166823882912057)  2024-02-07T09:49Z [--] followers, [---] engagements


"@HeroDividend Possibly my favourite quote πŸ”₯"  
[X Link](https://x.com/everydaystocksx/status/1755207314456346998)  2024-02-07T12:30Z [--] followers, [--] engagements


"Really interesting listen this morning the new release from @chitchatstocks on booking holdings $BKNG I hold neither but i would lean towards $ABNB Although it will be interesting watching these two duel up over the next decade Being from the UK & travelling around Europe i wouldnt be confident betting against $BKNG & could easily see a world where they could replicate a AirBNB [---] Really hard one to call who performs best over the next decade but interesting to watch. $BKNG $ABNB"  
[X Link](https://x.com/everydaystocksx/status/1755576776107929607)  2024-02-08T12:58Z [--] followers, [---] engagements


"Pretty good week with the earnings & the portfolio reflects it Movements in the last 7days $UBER +10% πŸ“ˆ $META +20% πŸ“ˆ $FTNT +6% πŸ“ˆ $ENPH +11% πŸ“ˆ $PLTR +50% πŸ“ˆπŸ“ˆ $PYPL - 9% πŸ“‰ However one of these companies had a double miss & the stock went up & one of these had a double beat & the stock went down Whats my point you just never know with earnings & on a quarterly basis its not the biggest deal Focus on the long term fundamentals of a business"  
[X Link](https://x.com/everydaystocksx/status/1755635947901689973)  2024-02-08T16:53Z [--] followers, [---] engagements


"@weary_centurion @Kross_Roads Good points & well thought out . I agree & the market reaction gives us an opportunity too add a few extra shares to the count :)"  
[X Link](https://x.com/everydaystocksx/status/1755639405421662621)  2024-02-08T17:07Z [--] followers, [--] engagements


"One thing I learnt was that somebodys favourite idea even if you completely disagree is always worth 5minutes of your time to research & see where they are coming from Often you wont change your mind but sometimes it can be enlightening"  
[X Link](https://x.com/everydaystocksx/status/1755901703373647995)  2024-02-09T10:29Z [--] followers, [--] engagements


"@wolfofharcourt Congratulations thats nice πŸ”₯ have you been averaging up or did you buy on the dip"  
[X Link](https://x.com/everydaystocksx/status/1755927184860938251)  2024-02-09T12:10Z [--] followers, [--] engagements


"Nice i missed out i liked it &added it to my watchlist shortly before the investor day to do more research & it shot up around 40% i thought id missed the boat as i liked the value before that the more i learn about the company the more i regret not being quicker there hahaπŸ˜‚ but hey cant invest in everything congrats mate πŸ‘ŠπŸΌ"  
[X Link](https://x.com/everydaystocksx/status/1755929111246041548)  2024-02-09T12:18Z [--] followers, [--] engagements


"Good post $FTNT shares outstanding have been coming down recently & out the list are by far the most shareholder oriented mainly because they are owner operated and the CEO holds Alot of stock. They also are the only Cybersecurity company with proven historical profit and ROIC and not a crazy multiple . $MSFT is an underrated cybersecurity play that many people dont think about when they think of cybersecurity companies so kudos for that πŸ˜ƒ. But yes apart from valuation on $PANW the SBC is what has kept me away from them same for $CRWD"  
[X Link](https://x.com/everydaystocksx/status/1756308380539314432)  2024-02-10T13:25Z [--] followers, [--] engagements


"Full portfolio & allocation weighting as of Feb [----] $UBER 14% $META 13% $PYPL 11% $MSFT 10% $FTNT 10% $PLTR 10% $SBUX 8% $ENPH 7% $DGE.L 6% $MKS.L 6% $KO 5%"  
[X Link](https://x.com/everydaystocksx/status/1756352980436025502)  2024-02-10T16:22Z [--] followers, [---] engagements


"The snowball effect isnt just about your finances. Aim to compound in every aspect of your life. Financially Fitness Wisdom 1% everyday"  
[X Link](https://x.com/everydaystocksx/status/1756355782478598603)  2024-02-10T16:33Z [--] followers, [--] engagements


"@DividendDynasty $UBER $META $MSFT but $PYPL is very close to top [--] at these valuations"  
[X Link](https://x.com/everydaystocksx/status/1756413806194962570)  2024-02-10T20:24Z [--] followers, [---] engagements


"Totally agree & well said 80% of your individual holdings I dont think i could stomach that hahaπŸ˜‚ but i wish you the best as its around 10% of my portfolio :) Whats your average price by now if you don't mind me asking i've personally been long since $7 but averaged up around about $13 by now"  
[X Link](https://x.com/everydaystocksx/status/1756593540744823078)  2024-02-11T08:18Z [---] followers, [--] engagements


"Reading is an incredibly tool for learning here are some of the best investment books i have personally read πŸ“š"  
[X Link](https://x.com/everydaystocksx/status/1756645964100641069)  2024-02-11T11:46Z [--] followers, [--] engagements


"The Psychology of money 🧠 (10/10) A must read for everybody @morganhousel is an incredible writer & anybody can easily read"  
[X Link](https://x.com/everydaystocksx/status/1756645989111210131)  2024-02-11T11:46Z [--] followers, [--] engagements


"The millionaire next door (9/10) Success leaves clues. So why not follow the lessons laid out from Americas wealthiest. Simple&easy read whilst also being very eye opening"  
[X Link](https://x.com/everydaystocksx/status/1756645997525029047)  2024-02-11T11:46Z [--] followers, [--] engagements


"The Warren Buffet way (10/10) An insight into how the best investor of all time does what he does in a simple yet fascinating read full of timeless lessons"  
[X Link](https://x.com/everydaystocksx/status/1756646005766811948)  2024-02-11T11:46Z [--] followers, [--] engagements


"(8/10) One up on wall street Packed with lessons and examples that are timeless from one of wall streets best. You wont regret reading this & can be done quickly. Many of my investment philosophy came from this book and will continue to re read over time"  
[X Link](https://x.com/everydaystocksx/status/1756646013517934655)  2024-02-11T11:47Z [--] followers, [--] engagements


"The intelligent investor (7/10) An all time classic However controversially i do not find it as good or as important as majority of people make out However it does hold lots of wisdom Wouldnt recommend as the first book you read as its complicated & possibly a little outdated. Chapters 8&20 are most important"  
[X Link](https://x.com/everydaystocksx/status/1756646022799868098)  2024-02-11T11:47Z [--] followers, [--] engagements


"Just keep buying (9/10) A great book full of realistic ways to succeed without living like a robot. What makes this book so good is the truthfulness inside it about real life scenarios inside of generic guidebook on getting wealthy. A very easy read for anybody"  
[X Link](https://x.com/everydaystocksx/status/1756646034095190408)  2024-02-11T11:47Z [--] followers, [--] engagements


"100 Baggers (10/10) A great insight to stocks which have gone up in value [---] times or more. Incredibly easy to read exciting and mind bobbling stories blended with incredible lessons on investing If it helps you find just one 100bagger this book will have been your best investment"  
[X Link](https://x.com/everydaystocksx/status/1756646043448496178)  2024-02-11T11:47Z [--] followers, [--] engagements


"Richer Wiser Happier (8/10) A great read on how the best investors win in not only investing but life in general. Easy to digest and fascinating to see how the best investors look at the world of investing. A great way to find a mentor to study as you experience many different investors"  
[X Link](https://x.com/everydaystocksx/status/1756646055926452557)  2024-02-11T11:47Z [--] followers, [--] engagements


"$UBER is turning into a FCF machine in front of our eyes in real time A business constantly expanding the core segments whilst simultaneously adding new revenue streams throughout the UBER network. Let the compound begin"  
[X Link](https://x.com/everydaystocksx/status/1756758394952712499)  2024-02-11T19:13Z [--] followers, [--] engagements


"@The_AI_Investor Im by no means a bear (fairly neutral) But for arguments sake 4companies alone make up 40% of $NVDA Revenue and all [--] of these companies have begun making there own chips in house"  
[X Link](https://x.com/everydaystocksx/status/1756763887234322600)  2024-02-11T19:35Z [--] followers, [---] engagements


"A fresh week in the markets πŸ˜ƒ Will we see it πŸ“ˆ or will it be πŸ“‰"  
[X Link](https://x.com/everydaystocksx/status/1756967708275429821)  2024-02-12T09:05Z [--] followers, [--] engagements


"@amitisinvesting Nice im interested in the $SHOP earnings + $ABNB & $KO curious on seeing how $COIN does too but not something i have a genuine interest in right now"  
[X Link](https://x.com/everydaystocksx/status/1756986148247757215)  2024-02-12T10:18Z [--] followers, [---] engagements


"Enphase Energy is a misunderstood business by most the market in my opinion. Let me explain why $ENPH (Short thread 🧡)"  
[X Link](https://x.com/everydaystocksx/status/1757135151958564964)  2024-02-12T20:10Z [--] followers, [--] engagements


"$ENPH often is believed to be a hype stock without much substance and for people who havent looked deeper into the business it holds a reputation of low quality (i believe people have this idea because of the hype in the EV / Renewable Energy bubble a few years ago) but this couldnt be further from the truth"  
[X Link](https://x.com/everydaystocksx/status/1757135154831560975)  2024-02-12T20:10Z [--] followers, [--] engagements


"Firstly we take a quick look at some important metrics for $ENPH and quickly uncover some very impressive metrics. Gross Margin of 46% Net income margin of 19% FCF margins of 25% 5yr Avg ROIC 43% 5yr Avg ROE 58% (FCF above net income is a big green flag as FCF cant be manipulated by accounting)"  
[X Link](https://x.com/everydaystocksx/status/1757135160623980691)  2024-02-12T20:10Z [--] followers, [--] engagements


"Whilst boasting a healthy Balance sheet $ENPH has a: Market cap $16.63B EV $16.25B Being able to cover total Liabilities with short term Assets boasts a perfectly healthy balance sheet"  
[X Link](https://x.com/everydaystocksx/status/1757135169876615224)  2024-02-12T20:10Z [--] followers, [--] engagements


"@DividendDudeYT Id pick $KO & $AMZN πŸ“¦ πŸ₯€"  
[X Link](https://x.com/everydaystocksx/status/1757277016280187049)  2024-02-13T05:34Z [--] followers, [--] engagements


"Starbucks are the worlds biggest legal drug dealers ha β˜• $SBUX"  
[X Link](https://x.com/everydaystocksx/status/1757277787872743599)  2024-02-13T05:37Z [--] followers, [--] engagements


"@Quality_stocksA I like both & own Fortinet. Palo alto trajectory is incredible so i would like to own it too at the right valuation but the dilution in shares is a concern. $FTNT $PANW"  
[X Link](https://x.com/everydaystocksx/status/1757284846819254599)  2024-02-13T06:05Z [--] followers, [---] engagements


"Coca Colas growth is still ticking along nicely a truly timeless businessπŸ₯€ $KO"  
[X Link](https://x.com/everydaystocksx/status/1757476979668848656)  2024-02-13T18:48Z [--] followers, [--] engagements


"$UBER unveils plan for $7B buyback program Uber clearly taking notice of $META issuing dividend & $ABNB $6B buyback program As it too now begins to offer returns to shareholders"  
[X Link](https://x.com/everydaystocksx/status/1757741451687981127)  2024-02-14T12:19Z [--] followers, [---] engagements


"$V speaks for itself incredible Moat + Margins Dividend growth & buyback yields. $ADYEN founder lead great culture everything is built in house with no acquisitions so they run so smoothly the best authorisation rates around. $PYPL ridiculous valuation right now still growing across all sections of business legacy trusted brand. Aggressive buybacks. $AXP oozes quality as a brand business & reputation history speaks for itself - highest margin rates on transaction. Regret not buying a long term position at 14X PE a few months ago on my watchlist has run up abit now. Would also give a"  
[X Link](https://x.com/everydaystocksx/status/1758060730543198481)  2024-02-15T09:28Z [--] followers, [---] engagements


"Thought id jump on the trend & try predict Warren Buffets new secret stock his buying up. I believe its one of these companies Starbucks $SBUX Google $GOOGL Disney $DIS Diageo $DGE Nike $NKE Paypal $PYPL Nintendo $NTDOY Why Well Firstly what do we know about Buffet He likes high quality businesses with a competitive advantage in the market place wide moats high margins & high returns on capital which he can buy at a fair price. Which currently all these businesses tick these boxes today & seem right up Buffets street"  
[X Link](https://x.com/everydaystocksx/status/1758176562598256990)  2024-02-15T17:08Z [--] followers, [---] engagements


"@amitisinvesting Its got to be Coinbase $COIN (LOL)"  
[X Link](https://x.com/everydaystocksx/status/1758188969852834111)  2024-02-15T17:58Z [--] followers, [---] engagements


"Coca Cola might be the best brand on the globe Moat of all moats. $KO"  
[X Link](https://x.com/everydaystocksx/status/1758239450377666587)  2024-02-15T21:18Z [--] followers, [--] engagements


"@themarkethustle 100% The bear market is where the real moneys made"  
[X Link](https://x.com/everydaystocksx/status/1758369629066453501)  2024-02-16T05:56Z [--] followers, [---] engagements


"The UK can be a great place to find some incredible businesses close to home🏑 These are some of the best UK businesses 🧡"  
[X Link](https://x.com/everydaystocksx/status/1758775928069427312)  2024-02-17T08:50Z [--] followers, [--] engagements


"Auto trader $AUTO 🚘 MC-6.53B EV-6.56B Margins: Gross 79% Net income 44% FCF 50% 5yr average ROIC -45% PE ratio- 28x Revenue growth 3yr CAGR- 21% Dividends: Yield-1.22% Payout ratio-34% 5yr dividend growth CAGR -7.6% Moat-10/10"  
[X Link](https://x.com/everydaystocksx/status/1758775937041158211)  2024-02-17T08:50Z [--] followers, [---] engagements


"Rightmove 🏑 $RMV MC-4.39B EV- 4.35B Margins: Net income-56% FCF-57% PE ratio- 23x Revenue growth 3yr CAGR-13% Dividends: Yield-1.6% Payout ratio-36% 10yr dividend growth CAGR -13% Moat-9/10"  
[X Link](https://x.com/everydaystocksx/status/1758775966946529648)  2024-02-17T08:50Z [--] followers, [---] engagements


"JD sports $JD. ⚽ MC-5.47B EV-6.46B Margins: Gross-47% 5yr average Net income- 4.5% 5yr average ROIC -14% Forward PE ratio- 8x Revenue growth 3yr CAGR-21% Dividends: Yield-0.88% Payout ratio-25% 5yr dividend growth CAGR -24% 10yr Div growth CAGR-14% Moat-8/10"  
[X Link](https://x.com/everydaystocksx/status/1758775988333187457)  2024-02-17T08:50Z [--] followers, [---] engagements


"When people say PayPal is losing market share to things like ApplePay Etc they fail to realise something important . Firstly anytime a transaction takes place it must transact through a payment processor. Stripe Adyen Or Braintree are the major players. Paypal Owns Braintree so regardless whoever/However a person chooses to pay roughly Paypal is involved a third of the time. Also on the other hand recent results simply prove total transactions are still growing anyway $PYPL $ADYEN $AAPL"  
[X Link](https://x.com/everydaystocksx/status/1759177337126436977)  2024-02-18T11:25Z [--] followers, [--] engagements


"Sadly of course Stripe and $ADYEN are superior products to $PYPL Braintree so they do dominate more of the marketplace also meaning Braintrees Margins are slimmer for PayPal which is why we now see Revenue overall increasing but Gross margin decreasing"  
[X Link](https://x.com/everydaystocksx/status/1759177339584262609)  2024-02-18T11:25Z [--] followers, [---] engagements


"@SteveWagsInvest I own none but ill be interested in reading $FVRR $PANW $ETSY $MELI $NVDA $HD $SEDG"  
[X Link](https://x.com/everydaystocksx/status/1759261792126087461)  2024-02-18T17:01Z [--] followers, [---] engagements


"With the FTSE100 & FTSE250 currently undervalued here are [--] businesses trading cheap PE ratio below 14x Gross margins over 40% Net income over 10% 🧡"  
[X Link](https://x.com/everydaystocksx/status/1759277399127020005)  2024-02-18T18:03Z [--] followers, [--] engagements


"Hargreaves Lansdown $HL.L MC-3.9B EV-3.4B PE ratio-12x Gross Margin- 75% Net Margin- 44% Revenue growth 3yr CAGR- 10% Dividend Yield- 5%"  
[X Link](https://x.com/everydaystocksx/status/1759277423420383244)  2024-02-18T18:03Z [--] followers, [--] engagements


"Dominos $DOM.L MC-1.38B EV-1.76B PE ratio-12x Gross Margin- 48% Net Margin- 18% Revenue growth 3yr CAGR- 9% Dividend Yield- 2.92%"  
[X Link](https://x.com/everydaystocksx/status/1759277431158972438)  2024-02-18T18:03Z [--] followers, [--] engagements


"A fresh week in the markets good luck all investors lets try add a little to our portfolio this week πŸ˜ŠπŸ“ˆ"  
[X Link](https://x.com/everydaystocksx/status/1759443318776242549)  2024-02-19T05:02Z [--] followers, [--] engagements


"@DividendDudeYT Recently Entered Starbucks position around $92 will continue to build this out as long as i can at these valuations or hopefully even lower 🀞🏼 $SBUX"  
[X Link](https://x.com/everydaystocksx/status/1759560081870360804)  2024-02-19T12:46Z [--] followers, [--] engagements


"$UBER changed the game to the point UBER is literally a verb now. Nobody says lets order a taxi anymore its lets Uber it. The beautiful thing is the is still so much market share for $UBER to take on a global scale. Thats before even mentioning different forms of transport beyond cars"  
[X Link](https://x.com/everydaystocksx/status/1759636787561955515)  2024-02-19T17:51Z [--] followers, [--] engagements


"@DividendRyan28 Its not something id do but i dont understand the space if you understand the rare car space then why not & especially if it isnt a massive % of your asset allocation then enjoy it"  
[X Link](https://x.com/everydaystocksx/status/1759920605904720322)  2024-02-20T12:39Z [--] followers, [--] engagements


"UK stocks Im watching right now Money supermarket $MONY Next $NXT JD sports $JD. Dominos $DOM Dunelm $DNLM Greggs $GRG Pets at home $PETS Wise $WISE Unilever $ULVR Loose watchlist at the moment and intend to narrow this down & dig into some over the weekend"  
[X Link](https://x.com/everydaystocksx/status/1759922947643375674)  2024-02-20T12:48Z [----] followers, [---] engagements


"@The_AI_Investor Not the only $1T+ owner operator forgetting zuck at $META. But interesting post regardless πŸ‘Owner operators are the best and he definitely looks to have lead the right culture at Nvidia"  
[X Link](https://x.com/everydaystocksx/status/1759924439934812486)  2024-02-20T12:54Z [--] followers, [----] engagements


"Next is far ahead of asos & boohoo in quality between the businesses so i wouldnt be concerned there. They also sell different quality of clothes to boohoo especially & have the home segments which is away from clothes. Next also has one of the best online infrastructures which other companies piggyback off of so I wouldnt be concerned about online retail causing them a problem"  
[X Link](https://x.com/everydaystocksx/status/1760202308753805778)  2024-02-21T07:18Z [--] followers, [--] engagements


"Palo Alto single handedly dragging down the Cybersecurity industry. Seems irrational to me but thats the market for you. I hope it continues as i want a massive steak in the industry however im struggling with the current valuations. $PANW -27% πŸ“‰ $CRWD-10%πŸ“‰ $FTNT-5%πŸ“‰ $DARK -5%πŸ“‰"  
[X Link](https://x.com/everydaystocksx/status/1760357291197399228)  2024-02-21T17:34Z [--] followers, [--] engagements


"Good gym session to start the day this morning as always πŸ”₯ when do you guys like to train"  
[X Link](https://x.com/everydaystocksx/status/1760579419075190849)  2024-02-22T08:16Z [--] followers, [--] engagements


"Stocks right at the top of my watchlist currently $ADYEN $SPOT (Spotify) $CRWD (Crowdstrike) $V (Visa)"  
[X Link](https://x.com/everydaystocksx/status/1760612171275284770)  2024-02-22T10:27Z [--] followers, [---] engagements


"Starbucks North American revenue in comparison to its International revenue clear to see International has a very long run way to even match todays North American revenue let alone seeing the Main market revenue continuing to trend upwards in a satisfying manor. $SBUX β˜•"  
[X Link](https://x.com/everydaystocksx/status/1760752792493347035)  2024-02-22T19:45Z [--] followers, [--] engagements


"@Quality_stocksA I hold [--] πŸ˜„& watched another [--] fly up on the watchlist πŸ˜‘"  
[X Link](https://x.com/everydaystocksx/status/1760759946528845958)  2024-02-22T20:14Z [--] followers, [---] engagements


"@yzx95101 @makingmsimple Not public i think"  
[X Link](https://x.com/everydaystocksx/status/1760952208160366750)  2024-02-23T08:58Z [--] followers, [--] engagements


"@makingmsimple The segment on $MNST in [---] baggers was really interesting they really understood there customer base & incredible at compounding capital"  
[X Link](https://x.com/everydaystocksx/status/1760952656833450193)  2024-02-23T09:00Z [--] followers, [---] engagements


"As the world continues to become more cashless + online e-commerce grows each & every year one sector which is set to perform well is payment processing/fintech which I continue to follow closely. Below are the top companies its important to know. Visa $V Mastercard $MA PayPal $PYPL $ADYEN American Express $AXP Block $SQ $SOFI StoneCo $STNE $WISE Dlocal $DLO These companies share many similarities yet many determining differences which i will go through soon in an in depth thread soon"  
[X Link](https://x.com/everydaystocksx/status/1761112427171590627)  2024-02-23T19:34Z [--] followers, [--] engagements


"@Hustling_Fun Good luck go smash that πŸ‘Š"  
[X Link](https://x.com/everydaystocksx/status/1761669935695011915)  2024-02-25T08:30Z [--] followers, [--] engagements


"The top stocks bought by super investors recently were Alphabet $GOOGL Microsoft $MSFT Amazon $AMZN Visa $V Interesting 🧐"  
[X Link](https://x.com/everydaystocksx/status/1761671854299693426)  2024-02-25T08:37Z [--] followers, [--] engagements


"The current valuation around Google does interest me at around 20x forward earnings however today $MSFT & $META makes up close to 25% of the portfolio. Albeit they are different the three companies share too many similarities to build up a $GOOGL position from here in my opinion. However theres nothing to say this couldnt possibly change if the market continues to neglect $GOOGL & present a unmissable opportunity"  
[X Link](https://x.com/everydaystocksx/status/1761685431005975036)  2024-02-25T09:31Z [--] followers, [--] engagements


"ROIC + Growing revenue + high profit margins all whilst trading at a Lower valuation can present great investment opportunities. With that being said i ran a screener: ROIC 15% Net profit 15% 3yr Revenue CAGR 10% Below 22x Forward earnings. These were the top results"  
[X Link](https://x.com/everydaystocksx/status/1762203426191024252)  2024-02-26T19:50Z [--] followers, [--] engagements


"Alphabet $GOOGL MC-$1.8T EV-$1.71T Margins: Gross-57% Net-24% FCF-22% 5yr Avg ROIC-28% 3yr Revenue CAGR-19% Forward PE (NTM)-21x"  
[X Link](https://x.com/everydaystocksx/status/1762203442422899136)  2024-02-26T19:50Z [---] followers, [--] engagements


"Coca Cola $KO MC-$263.92B EV-$296.34B Margins: Gross-60% Net-23% FCF-21% 5yr Avg ROIC-12% 3yr Revenue CAGR-12% Forward PE (NTM)- 22x Dividend yield-3% Dividend Per share growth 10yr CAGR- 5%"  
[X Link](https://x.com/everydaystocksx/status/1762203450274611253)  2024-02-26T19:50Z [---] followers, [--] engagements


"Qualcomm $QCOM MC-$173.01B EV-$176.44B Margins: Gross-56% Net-21% FCF-27% 5yr Avg ROIC-30% 3yr Revenue CAGR-11% Forward PE (NTM)- 16x Dividend Yield-2% Dividend Per share growth 10yr CAGR- 9%"  
[X Link](https://x.com/everydaystocksx/status/1762203463239274866)  2024-02-26T19:50Z [---] followers, [--] engagements


"Caterpillar $CAT MC-$161.74B EV-$192.19B Margins: Gross-31% Net-15% FCF-14% 5yr Avg ROIC-11% 3yr Revenue CAGR-17% Forward PE (NTM)- 15x Dividend Yield- 1.8% Dividend Per share growth 10yr CAGR- 8%"  
[X Link](https://x.com/everydaystocksx/status/1762203470956806393)  2024-02-26T19:50Z [---] followers, [--] engagements


"American Express $AXP MC-$155B Margins: Gross-55% Net-15% FCF-30% 5yr Avg ROIC-10% 3yr Revenue CAGR-21% Forward PE (NTM)- 17x Dividend Yield- 1.27% Dividend Per share growth 10yr CAGR- 10%"  
[X Link](https://x.com/everydaystocksx/status/1762203478376497509)  2024-02-26T19:50Z [---] followers, [--] engagements


"Booking Holdings $BKNG MC-$119.8B EV-121.8B Margins: Gross-85% Net-20% FCF-32% 5yr Avg ROIC-21% 3yr Revenue CAGR-46% 10yr Revenue CAGR-12% Forward PE (NTM)- 20x"  
[X Link](https://x.com/everydaystocksx/status/1762203486513483929)  2024-02-26T19:50Z [---] followers, [--] engagements


"Hershey $HSY MC-$39.53B EV-$44.26B Margins: Gross-45% Net-17% FCF-14% 5yr Avg ROIC-21% 3yr Revenue CAGR-11% Forward PE (NTM)- 20x Dividend Yield- 2.5% Dividend Per share growth 10yr CAGR- 9%"  
[X Link](https://x.com/everydaystocksx/status/1762203494683967646)  2024-02-26T19:50Z [---] followers, [---] engagements


"Mistakes will always happen in investing even the best investors of all time have made mistakes. The important part is that they arent fatal for you & equally importantly they arent regular"  
[X Link](https://x.com/everydaystocksx/status/1762545550929330667)  2024-02-27T18:29Z [--] followers, [--] engagements


"My [--] favourite companies in my portfolio right now are $UBER $MSFT $META $PLTR They have all performed beautifully of recent times as investments yes but more importantly as underlying businesses. $META $MSFT are proven juggernauts yet still full of future growth potential. $UBER & $PLTR have taken the first steps to starting there own journeys into future FCF machines both turning profitable both became S&P eligible at similar times. $UBER was included $PLTR will soon be. The future is bright with these [--] companies"  
[X Link](https://x.com/everydaystocksx/status/1762581175573315736)  2024-02-27T20:51Z [--] followers, [---] engagements


"@ftr_investors Makes sense never seemed like something to actually materialise in my opinion"  
[X Link](https://x.com/everydaystocksx/status/1762589066699133334)  2024-02-27T21:22Z [--] followers, [--] engagements


"@DividendDynasty Yeah Buy $ASML hold $DPZ and sell $TROW"  
[X Link](https://x.com/everydaystocksx/status/1762736802182373767)  2024-02-28T07:09Z [---] followers, [---] engagements


"High quality uk business which is a staple yet still growing Revenue Net income & EPS at impressive CAGRs has a healthy balance sheet paired with impressive margins (60% Gross 8-10% net on average). $GRG.L also boasts ROIC & ROE of 13.5% & 20% respectively. Dividend is safe & growing and shares havent been diluted so i get the feel management is shareholder friendly. With all that being said Im looking at Greggs loosely and need further research"  
[X Link](https://x.com/everydaystocksx/status/1762851359395635613)  2024-02-28T14:44Z [--] followers, [--] engagements


"@ftr_investors @StockSavvyShay @atmosinvest @Quality_stocksA @MihaiDoho @KarlsenHenrik @simpleinvest01 @InvestInAssets @IFB_podcast I own $META $MSFT & $FTNT 🀌 $ADYEN $ASML & $V are on the watchlist"  
[X Link](https://x.com/everydaystocksx/status/1762909624636727672)  2024-02-28T18:36Z [--] followers, [---] engagements


"Just read @StockMarketNerd newsletter for the first time & i have to say incredible i will be a regular reader from now on πŸ‘ Palo Alto $PANW Mercado Libre $MELI NU bank $NU Block $SQ Incredible line up to read through all companies which interest me. Plus we share some crossover in portfolio holdings (&watchlist) which is interesting will enjoy this newsletter moving forward"  
[X Link](https://x.com/everydaystocksx/status/1762936020599750904)  2024-02-28T20:21Z [--] followers, [---] engagements


"@DividendDynasty The valuation is really tempting i must say but for me $MSFT & $META make up 25% of the portfolio so adding $GOOGL seems overboard. But honestly if the valuation keeps coming down its hard to say no πŸ˜ƒ"  
[X Link](https://x.com/everydaystocksx/status/1762945613182734662)  2024-02-28T20:59Z [--] followers, [---] engagements


"@finchat_io $MNST Still putting up Incredible growth impressive"  
[X Link](https://x.com/everydaystocksx/status/1763151620970275114)  2024-02-29T10:37Z [--] followers, [--] engagements


"One company which interests me & i enjoy following & digging into more is Block $SQ but i struggle with the dilution. Would love to hear from some $SQ shareholders who are more informed than i am here"  
[X Link](https://x.com/everydaystocksx/status/1763185521969291723)  2024-02-29T12:52Z [--] followers, [--] engagements


"@MGStockTalk Nice portfolio πŸ‘ Big $UBER bull here too its 16% of my portfolio today"  
[X Link](https://x.com/everydaystocksx/status/1763581872670486835)  2024-03-01T15:07Z [--] followers, [--] engagements


"How many Fintech /payment processing stocks will hit $1Trillion Market cap & which do we think they could be I feel $V is a sure bet"  
[X Link](https://x.com/everydaystocksx/status/1763606400041623750)  2024-03-01T16:45Z [--] followers, [--] engagements


"Which portfolio would you choose A) $TSLA $PLTR $CELH $HIMS B) $META $UBER $SPOT $NU C) $MSFT $ADYEN $CRWD $SQ D) $PYPL $ENPH $AMZN $ABNB"  
[X Link](https://x.com/everydaystocksx/status/1763608127461634370)  2024-03-01T16:51Z [--] followers, [---] engagements


"@stocksmoment Whats your long term price target Or just market cap on $UBER"  
[X Link](https://x.com/everydaystocksx/status/1763651864980042207)  2024-03-01T19:45Z [--] followers, [--] engagements


"Some interesting earnings to check out next week I look forward to reading $AVGO $CRWD $COST $NIO $TGT #earnings for the week of March [--] [----] https://t.co/hLn2sKQhEY $CRWD $AVGO $NIO $GTLB $TGT $COST $MRVL $SE $MDB $DOCU $JD $ANF $IOT $PAY $CHPT $ROST $GSL $PBR $KR $FL $SEMR $NVEI $EOSE $BBAI $GPS $BIG $JWN $RWAY $AVAV $BURL $AVDL $BJ $AEO $SAIC $EVGO $TPVG $SOHU $VSCO $BOX https://t.co/xxse8nGc56 #earnings for the week of March [--] [----] https://t.co/hLn2sKQhEY $CRWD $AVGO $NIO $GTLB $TGT $COST $MRVL $SE $MDB $DOCU $JD $ANF $IOT $PAY $CHPT $ROST $GSL $PBR $KR $FL $SEMR $NVEI $EOSE $BBAI $GPS"  
[X Link](https://x.com/everydaystocksx/status/1763969525232337040)  2024-03-02T16:48Z [--] followers, [---] engagements


"@StockMarketNerd $PYPL & $SQ are my favourites out the [--] personally"  
[X Link](https://x.com/everydaystocksx/status/1763972156218655056)  2024-03-02T16:58Z [--] followers, [----] engagements


"@Hustling_Fun $SBUX β˜• πŸ‘ŒπŸΌ"  
[X Link](https://x.com/everydaystocksx/status/1764210672282263767)  2024-03-03T08:46Z [--] followers, [--] engagements


"Spent the morning digging further into the payment processing /Fintech sectorπŸ’³ Dove into: Visa $V Block $SQ NU Holdings $NU"  
[X Link](https://x.com/everydaystocksx/status/1764232675580109139)  2024-03-03T10:13Z [---] followers, [---] engagements


"Which Fintech Stock will prove to be the best investment over the next 5years $PYPL $ADYEN $SQ $NU"  
[X Link](https://x.com/everydaystocksx/status/1764235937486192844)  2024-03-03T10:26Z [--] followers, [---] engagements


"Interesting πŸ€” $ADYEN getting no love didnt expect that $SQ looking the favourite Which Fintech Stock will prove to be the best investment over the next 5years $PYPL $ADYEN $SQ $NU Which Fintech Stock will prove to be the best investment over the next 5years $PYPL $ADYEN $SQ $NU"  
[X Link](https://x.com/everydaystocksx/status/1764373992738037761)  2024-03-03T19:35Z [--] followers, [---] engagements


"Palantir $PLTR is a serious candidate to one day be a $1Trillion company. For those who understand $PLTR this is simple however many simply do not understand $PLTR So allow me to explain Palantir in the simplest form. 🧡"  
[X Link](https://x.com/everydaystocksx/status/1764389144602595342)  2024-03-03T20:35Z [--] followers, [---] engagements


"Firstly i want to start by saying to all my fellow $PLTR investors this post wont help you in anyway this is simply to help the outside investors in the market get a better idea of Palantir and give them a fair chance of catching this undeniable Gem πŸ’Ž"  
[X Link](https://x.com/everydaystocksx/status/1764389147643347003)  2024-03-03T20:35Z [--] followers, [--] engagements


"$PLTR was founded in [----] by Peter Thiel & Alex Karp and Infact is still owner operated today with Alex being the CEO Palantir Became public in [----] with an IPO & has changed over the years but its important to remember how old the company actually is"  
[X Link](https://x.com/everydaystocksx/status/1764389149728022828)  2024-03-03T20:35Z [--] followers, [---] engagements


"So what is it that $PLTR does $PLTR is a Data Analytics AI company. Data is the new oil. Not only do companies & governments need to understand data They MUST utilise it Or they will face a disadvantage. Allowing Organisations to utilise data to increase efficiency save money and time $PLTR can massively change a business margins or even in other cases save lives"  
[X Link](https://x.com/everydaystocksx/status/1764389152101929416)  2024-03-03T20:35Z [--] followers, [--] engagements


"So then how does $PLTR work Let me explain simply by laying it out like this GAF +AIP (Continued)"  
[X Link](https://x.com/everydaystocksx/status/1764389154492694719)  2024-03-03T20:35Z [----] followers, [---] engagements


"G- Gotham Gotham deals with western governmental organisations & Defences. Gotham can use Data & AI to see Potential issues in areas of importance & battlefields in Real time predicting scenarios/Danger. From the click of a button Gotham can deploy further Analysis on the situation. A general/commander would be briefed and given AI + Human driven solutions + a POA. Including the risks time taken and probability of said action. $PLTR"  
[X Link](https://x.com/everydaystocksx/status/1764389156644409474)  2024-03-03T20:35Z [----] followers, [---] engagements


"A- Apollo A feeder channel maintained & exclusively operated by $PLTR to offer software deployment + Cybersecurity for all partners in Foundry & Gotham across all platforms no matter which cloud the end user operates on"  
[X Link](https://x.com/everydaystocksx/status/1764389158888366219)  2024-03-03T20:35Z [--] followers, [--] engagements


"F- Foundry Foundry is for enterprises. Think of this as Lots of data/information in one place for technical analysis. An Example is how $PLTR works with our NHS over here in the UK Foundry has helped reduce wait times for patients significantly & now has a bigger contract so we should see further improvements in our NHS. Foundry also works along side companies such as Airbus&Merck providing real time business improvements"  
[X Link](https://x.com/everydaystocksx/status/1764389161585299662)  2024-03-03T20:35Z [--] followers, [--] engagements


"AIP- Artificial Intelligence Platform $PLTR AIP provides the tools to make LLM (Large Language Models) more useful. This is the part where you can ask the LLM useful questions (Like ChatGPT which im sure you are familiar with) but much more serious and for real world changes. Overall much better. AIP is a software which aids enterprise systems to develop business applications & even eventually will be the go to platform in which companies are built on"  
[X Link](https://x.com/everydaystocksx/status/1764389170154176723)  2024-03-03T20:35Z [--] followers, [---] engagements


"One important thing to remember about $PLTR is that it can literally improve any & every organisation in the world & is the best in class at what it does. Meaning market saturation is quite literally impossible for Palantir and the sky is the limit for contracts it can obtain & organisations it can work with πŸ˜„"  
[X Link](https://x.com/everydaystocksx/status/1764389173463519559)  2024-03-03T20:35Z [--] followers, [---] engagements


"The investment thesis on PayPal $PYPL doesnt even need to be anything complicated. A dying business still growing revenue at 8% buying back $5B worth of shares on $64B market cap- (thats 8% of market cap) Quality name quality product now lead by an impressive CEO in my eyes all at 12X forward FCF"  
[X Link](https://x.com/everydaystocksx/status/1764701431368384689)  2024-03-04T17:16Z [--] followers, [---] engagements


"@StockMarketNerd I like it same for me i have $SPOT $NU very high up on the watchlist"  
[X Link](https://x.com/everydaystocksx/status/1764737977425527073)  2024-03-04T19:41Z [--] followers, [---] engagements


"@playingftseshow Legends πŸ˜ƒπŸ‘"  
[X Link](https://x.com/everydaystocksx/status/1764877632900882501)  2024-03-05T04:56Z [--] followers, [--] engagements


"@CCM_Brett I think $MNST market cap will still be bigger in 10years than $CELH but i could easily be wrong"  
[X Link](https://x.com/everydaystocksx/status/1764952414325453095)  2024-03-05T09:53Z [--] followers, [---] engagements


"Greggs announces making strong start to the year + a special dividend and $UBER eats partnership. Shares up 5% making it a FTSE250 top5 highest daily riser. $GRG.L just are high quality arent they"  
[X Link](https://x.com/everydaystocksx/status/1764955950190887328)  2024-03-05T10:07Z [--] followers, [--] engagements


"@dividendology Out of these id choose $MSFT $V $KO already own the two & $V is top of watchlist"  
[X Link](https://x.com/everydaystocksx/status/1765076012046704874)  2024-03-05T18:04Z [--] followers, [---] engagements


"If only $META stock had a crash alongside the apps today & we could gobble up more shares at a beautiful discount"  
[X Link](https://x.com/everydaystocksx/status/1765084556644995211)  2024-03-05T18:38Z [--] followers, [--] engagements


"Wow $CRWD smashed it. plenty of digs at $PANW throughout🀨 $CRWD has sky high potential & i like this business but the industry cannot operate without $FTNT & $PANW simple as that $PANW made the right moves towards an all in one network but it will hurt them in the short term"  
[X Link](https://x.com/everydaystocksx/status/1765273441890865283)  2024-03-06T07:09Z [--] followers, [---] engagements


"@PennyProficient 60%Stocks 30%Property 10%Cash"  
[X Link](https://x.com/everydaystocksx/status/1765435935720669599)  2024-03-06T17:55Z [--] followers, [--] engagements


"The biggest AI winners in my opinion will be Palantir & Microsoft. $MSFT $PLTR Both companies are in the highest level of echelon when it comes to overall quality of business. But what gives them the edge in the AI field $MSFT- 49% ownership in OpenAI. Copilot is revolutionary & essential to every white collar worker using a computer $PLTR-AIP is the biggest difference maker when it comes to issues of genuine importance & offering the best LLM. AIP will become the go to place to build a start up company/smaller companies within larger organisations. $META very well may have a seat at this"  
[X Link](https://x.com/everydaystocksx/status/1765453154139693520)  2024-03-06T19:03Z [--] followers, [---] engagements


"$CRWD & $PANW originate from different stratospheres of the cybersecurity universe $CRWD operates in endpoint security & Extended detection & response (XDR) this is software managed from the cloud to protect endpoints (laptops and phones) $PANW also $FTNT in contrast start from a different position in the data flow cycle these platforms are routed in network security and hardware based firewalls & are now expanding into cloud (especially $PANW) This being said it shows that the companies are only just beginning to rub shoulders with each other let alone reaching serious competition so all the"  
[X Link](https://x.com/everydaystocksx/status/1765466710507700696)  2024-03-06T19:57Z [--] followers, [---] engagements


"Digital Banking Battle $NU Market cap: $53B Revenue: $8.03B $SOFI Market cap: $7B Revenue: $2.05B In [--] years time which would have proved the best as a investment today"  
[X Link](https://x.com/everydaystocksx/status/1765776629077266894)  2024-03-07T16:28Z [--] followers, [---] engagements


"So the Jake Paul Vs Mike Tyson fight will be on Netflix. Interesting for $NFLX How much will live sports streaming be on Netflix in the future"  
[X Link](https://x.com/everydaystocksx/status/1765787276632568049)  2024-03-07T17:11Z [--] followers, [--] engagements


"Picked up Chip War yesterday and read a few pages seems good i just wish i read it 18months ago haha maybe id be sitting on $NVDA & $AMD & others in this crazy semi conductor run"  
[X Link](https://x.com/everydaystocksx/status/1766086755348844743)  2024-03-08T13:01Z [--] followers, [--] engagements


"Which out of these [--] Companies performs the best over the next 10years as a investment $PLTR $NVDA $TSLA I know which one id choose"  
[X Link](https://x.com/everydaystocksx/status/1766451671104708742)  2024-03-09T13:11Z [--] followers, [---] engagements


"I believe $UBER is a Multi bagger from here & will outperform the market across the next decade. Even at all time highs $UBER remains my top holding. $UBER is uniquely positioned at the intersection of the digital & physical world Lets break down the thesis 🧡"  
[X Link](https://x.com/everydaystocksx/status/1766799430655611280)  2024-03-10T12:13Z [---] followers, [---] engagements


"Massive UBER ONE potential $UBER ONE is a membership in which consumers pay monthly to get discounts on rides & food paired with free delivery similar to $AMZN Prime. Strengthening the moat on delivery as once signed up $UBER is the go to platform Vs $DASH $JET & others as the consumer will have free delivery through the membership and wouldnt even consider other platforms. Just like $AMZN prime Users will see the benefit to paying for $UBER one in the money saved on free delivery & discounted travel Whilst subconsciously using the Service more with the thought in mind of free delivery on"  
[X Link](https://x.com/everydaystocksx/status/1766799433637695643)  2024-03-10T12:13Z [---] followers, [--] engagements


"Infinite runway in Mobility $UBER is continuing to grow consumers in mature markets which they are already the market leaders therefore strengthening the Moat & boosting revenue. This is paired with aggressive growth in markets which $UBER is not yet a Verbleading to a global TAM. Operating in over [--] countries & are the market leader in the [--] main countries they operate in. Growing at a fast pace +32% YoY in Gross bookings"  
[X Link](https://x.com/everydaystocksx/status/1766799441816633421)  2024-03-10T12:13Z [--] followers, [--] engagements


"Delivery keeps Delivering. $UBER delivery platform UBER Eats is showing strong continued growth which shows only upwards progression once again this is in a truly global TAM which only a small % has been conquered so far. Entering new avenues such as grocery & retail has massive potential on a large scale but even more so in the local area with small businesses which same day deliveries do not occur brining $AMZN delivery potential to everybody. Acceleration in top line & margin expansions capturing more merchants & consumers"  
[X Link](https://x.com/everydaystocksx/status/1766799449651552680)  2024-03-10T12:13Z [--] followers, [--] engagements


"$UBER & Autonomous vehicles Leading AV companies such as Waymo & Motional are choosing $UBER as the best platform to bring AVs to market. Then we have Zero emission Vehicles when you hear EV you think $TSLA & rightly so however $UBER is massive here too with the worlds largest ZEV rideshare platform As the world is heading towards EV & needed sustainability $UBER has the network in place with more than [------] Monthly Active Zero Emissions Vehicles & are large adapters of EV going electric 7x quicker than regular motorists. This is good for business too as 54% of GEN Z report being willing to"  
[X Link](https://x.com/everydaystocksx/status/1766799453158064586)  2024-03-10T12:13Z [--] followers, [--] engagements


"Advertising Ecosystem $UBER advertising ecosystem has potential for incredible margins as we have seen from advertising behemoths such as $META & $GOOGL Uber has built the infrastructure to obtain the best information pool on people in specific areas - large scale countries and smaller local areas to utilise the most efficient advertising systems. $UBER ads offer: Sponsored listings Ads in search Merchant offers CPG ads Ads is in early stage but already showing 8x average return on Ad spend for the merchant"  
[X Link](https://x.com/everydaystocksx/status/1766799460934332783)  2024-03-10T12:13Z [--] followers, [---] engagements


"S&P [---] inclusion & Profitability $UBER has been added to the S&P [---] which forces institutional investing which we have seen in the recent rise +27% in last 3months since added this will continue as long as UBER continues to perform. $UBER is now profitable which attracts a whole new demographic of investors who only invest in profitable companies"  
[X Link](https://x.com/everydaystocksx/status/1766799464226783532)  2024-03-10T12:13Z [--] followers, [--] engagements


"Total travel app beyond Cars $UBER is known for its taxi services but the App now is a true total travel app offering: Taxi Train Flights Boats Reservation trips Rent a car Coach $UBER will become the all in one essential travel app everybody uses"  
[X Link](https://x.com/everydaystocksx/status/1766799467095654523)  2024-03-10T12:13Z [--] followers, [--] engagements


"Interesting thoughts on Apple & CAVA today @playingftseshow $AAPL makes sense but think $GOOGL is better value price wise out the two $CAVA sounds very interesting & greek food is lovely id like to try CAVA very high potential just [----] is very far out for a thesis thats all good episode"  
[X Link](https://x.com/everydaystocksx/status/1767169177268232357)  2024-03-11T12:42Z [--] followers, [--] engagements


"Donald Trump really sent $META stock tanking πŸ“‰LMAO πŸ˜‚πŸ˜‚ might buy some more later"  
[X Link](https://x.com/everydaystocksx/status/1767206496075386970)  2024-03-11T15:10Z [--] followers, [--] engagements


"Outsiders hated on $PLTR at $7 but now are interested at $26. Media reported down on Palantir But in the background institutional investment increased by 42%. All that really changed in this time was the price but news always follows the stock price. If the stock falls 50% tomorrow they will all be back hating on $PLTR 🫠"  
[X Link](https://x.com/everydaystocksx/status/1767209122670198973)  2024-03-11T15:21Z [---] followers, [--] engagements


"@Uber High level comfort zero emissions taxis πŸ”‹travel in style & efficient for the environment. Future looks bright πŸ”₯ $UBER $TSLA"  
[X Link](https://x.com/everydaystocksx/status/1767578657000743412)  2024-03-12T15:49Z [--] followers, [---] engagements


"Imagine a world one day $UBER & $TSLA partnership FSD taxi ecosystem haha could it be the future I dont see this thesis but its a fun thought Comfort Electric has arrived in NYC βš‘πŸ’« https://t.co/XjmYv0AFOW Comfort Electric has arrived in NYC βš‘πŸ’« https://t.co/XjmYv0AFOW"  
[X Link](https://x.com/everydaystocksx/status/1767579309017858453)  2024-03-12T15:52Z [--] followers, [--] engagements


"@TheDividendDog Very good dividend yield to collect whilst you wait for price appreciation too"  
[X Link](https://x.com/everydaystocksx/status/1767665643212423313)  2024-03-12T21:35Z [--] followers, [--] engagements


"@arny_trezzi $PLTR"  
[X Link](https://x.com/everydaystocksx/status/1767835549526643097)  2024-03-13T08:50Z [--] followers, [---] engagements


"@DvdndDiplomats $SBUX as well & i am looking into $V regularly also but do not own"  
[X Link](https://x.com/everydaystocksx/status/1767894663774544077)  2024-03-13T12:45Z [--] followers, [---] engagements


"A important lesson to remember with investing is DO NOT be anchored to your original buy price. For example the first time i deployed capital into $PLTR $META $UBER the buys were @ $PLTR : $7 $META: $118 $UBER: $36 HOWEVER this doesnt mean these are my average prices why Because share count is far more important than Initial entry point in the long term. Having the lowest buy price in your account looks cool but having a bigger share count will reward you much more in the long run as investments compound. Continue to add to your winners over time"  
[X Link](https://x.com/everydaystocksx/status/1767900243046105168)  2024-03-13T13:07Z [--] followers, [---] engagements


"@TheLongInvest Dont own it personally but i do like $SQ and would own it dont think valuation is crazy at the moment all things considered"  
[X Link](https://x.com/everydaystocksx/status/1767902393230868727)  2024-03-13T13:15Z [--] followers, [---] engagements


"@CCM_Brett What are your thoughts on $SQ If you dont mind (in depth thoughts or just quickly up to you)"  
[X Link](https://x.com/everydaystocksx/status/1767934139259408549)  2024-03-13T15:22Z [--] followers, [--] engagements


"Enphase Energy is one volatile stock but this business is good. For this reason i only aim to keep $ENPH around 3% in the portfolio & you do need good temperament to hold such a volatile stock. That being said it has run up to about 7% of the portfolio through growth & added to once when $ENPH dipped about 10% in a day. However i do not believe in trimming positions personally i would rather build out existing positions in a way to rebalance Or add a new position in from the watchlist"  
[X Link](https://x.com/everydaystocksx/status/1767990647313596806)  2024-03-13T19:06Z [--] followers, [--] engagements


"Which high street Coffee do you prefer Starbucks or Costa or others Tend to prefer the Costa product personally $KO $SBUX $MCD"  
[X Link](https://x.com/everydaystocksx/status/1768335998268612726)  2024-03-14T17:58Z [--] followers, [---] engagements


"Cant blame you its been on my watchlist a while just been put off since i didnt pull the trigger around [---] either way i still think youll do well over the long term with $AXP quality brand with a niche on the upper market & all in one closed loop payment system with the best transaction margins. Congrats πŸ€™πŸΌ"  
[X Link](https://x.com/everydaystocksx/status/1768584785453019257)  2024-03-15T10:27Z [---] followers, [--] engagements


"As its Friday & the markets will soon close i will quickly recap my actions this week. A new edition to the portfolio was added this was $NU i will go into further detail why in the next days I also strengthened positions in Starbucks $SBUX Diegeo $DGE Palantir $PLTR"  
[X Link](https://x.com/everydaystocksx/status/1768585641816646000)  2024-03-15T10:30Z [--] followers, [---] engagements


"Some important $PLTR points Special founder & CEO Very high margins (80% Gross) No debt - a perfect balance sheet Highly scalable software & SaaS Can be integrated into any organisation& improve said organisation Unlimited TAM A disrupter Think carefully you have seen this story before & the handful of companies in which this story replicates. One comes to mind clearly but the is a few. Take the time to research $PLTR & make your own decision"  
[X Link](https://x.com/everydaystocksx/status/1768945616338506050)  2024-03-16T10:21Z [--] followers, [---] engagements


"I really wasnt going to talk about the shorting $TSLA situation (You know who) but the more i think about it the more frustrating it is. When you have such a large audience you shouldnt be allowed to act in this way to tell people $TSLA at ATH is going to $800 & if it falls in half you would double down your position buying more however when it does drop you actually short the position even though $TSLA as a business has improved since then You lose trust & credibility but more importantly you lose people money. You can say not financial advice all you like but when your audience is so large"  
[X Link](https://x.com/everydaystocksx/status/1768963282306531443)  2024-03-16T11:31Z [--] followers, [--] engagements


"@SteveWagsInvest $UBER at 15%"  
[X Link](https://x.com/everydaystocksx/status/1769029458122465396)  2024-03-16T15:54Z [---] followers, [---] engagements


"@DividendDynasty id personally say buy $SBUX hold $MCD sell $PEP (I Hold $KO so sell $PEP)"  
[X Link](https://x.com/everydaystocksx/status/1769254021263458659)  2024-03-17T06:46Z [--] followers, [---] engagements


"Every now & then in investing you come across ideas which just make sense for me $NU is one of these situations. This why is invested into $NU at the start of this past week making it the newest position in my portfolio (5%) The growing machine that is $NU operating in a growing economy is the leading digital bank in Brazil being able to boast having 53% of adult Brazilian population being users wow that's an impressive stat. They are now on a mission to conquer Mexico & Columbia next. I believe that Fintechs will be a winning industry over the next decade as the world becomes more cashless"  
[X Link](https://x.com/everydaystocksx/status/1769293399394242996)  2024-03-17T09:23Z [---] followers, [---] engagements


"@presidential01 I own $NU"  
[X Link](https://x.com/everydaystocksx/status/1769369439521169822)  2024-03-17T14:25Z [--] followers, [---] engagements


"@ftr_investors @7LukeHallard @atmosinvest @StockSavvyShay @TickerSymbolYOU @MihaiDoho @wolfofharcourt @KarlsenHenrik @EricFlaningam @Quality_stocksA @Stock_Inf0 $FTNT $PANW $CRWD for me little concern with others i think the is a chance the others will have Moat issues in the future"  
[X Link](https://x.com/everydaystocksx/status/1769385476090208585)  2024-03-17T15:29Z [---] followers, [---] engagements


"@Couch_Investor Yeah i wanted Liverpool to go through personally to give them something else to think about in the title run in (Arsenal Fan)"  
[X Link](https://x.com/everydaystocksx/status/1769440445124260284)  2024-03-17T19:07Z [--] followers, [--] engagements


"@amitisinvesting Be very interesting if $NKE sold off further on earnings. Would get tempting from here"  
[X Link](https://x.com/everydaystocksx/status/1769440854572212714)  2024-03-17T19:09Z [--] followers, [---] engagements


"@amitisinvesting Which podcast I own $UBER & $PLTR heavily in my portfolio I also appreciate $CRWD & $AMD id like to see this podcasts thoughts"  
[X Link](https://x.com/everydaystocksx/status/1769470349224153304)  2024-03-17T21:06Z [--] followers, [---] engagements


"Interesting not seen someone use Google music before how is the interface But yeah id say Spotify has the best interface clearly and music algorithm for finding what you like i more so use it for podcasts tbh & its far far better than Apple Podcasts & i hear it has the best analytics for creators also audiobooks now once that happened i cancelled my audble subscription & get everything in one πŸ˜„"  
[X Link](https://x.com/everydaystocksx/status/1769811650222150119)  2024-03-18T19:42Z [--] followers, [--] engagements


"$HOOD would really struggle to dislodge trading212 over here & even legacy platforms like HL in which especially older people know & trust but this doesnt seem realised. From what i have seen the $HOOD user interface doesnt seem any better than Trading212 anyway let alone no ISA"  
[X Link](https://x.com/everydaystocksx/status/1770140063440994518)  2024-03-19T17:27Z [--] followers, [--] engagements


"Officially in on $SOFI at todays price below $7. Fingers crossed it stays here for a while to build out the position but with $SOFI volatility who possibly knows. Happy with allocation (just below 5%) but intend to build out over time"  
[X Link](https://x.com/everydaystocksx/status/1770162921059860972)  2024-03-19T18:58Z [--] followers, [---] engagements


"@DvdndDiplomats $PYPL $NU $SOFI"  
[X Link](https://x.com/everydaystocksx/status/1770163057936777431)  2024-03-19T18:58Z [--] followers, [---] engagements


"Added to $NU & added a few extra shares of $PLTR πŸ•°"  
[X Link](https://x.com/everydaystocksx/status/1770163241555005668)  2024-03-19T18:59Z [--] followers, [--] engagements


"One thing that made $MNST a truly all time performer was the ability management had to really understand the target demographic & market the product to their audience creating a loyal customer base. This is something which $SOFI also understands & excels at. This doesnt mean $SOFI will have $MNST returns but its a positive sign I really like & is a big reason for the aggressive member growth & sticky products"  
[X Link](https://x.com/everydaystocksx/status/1770525670679912536)  2024-03-20T18:59Z [---] followers, [--] engagements


"@StockSavvyShay Good post i agree i own $PYPL $SOFI $PLTR & $ENPH personally & have looked into some others on this list also The point on $ENPH is so true they really do stand in their own league many see it as a hype stock but when you dig into the fundamentals it is impressive"  
[X Link](https://x.com/everydaystocksx/status/1770779236145533098)  2024-03-21T11:47Z [---] followers, [----] engagements


"$UBER Revenue broken down by region & CAGR So much market share to still obtain & catch up to US & Canada dominance"  
[X Link](https://x.com/everydaystocksx/status/1771249952691302603)  2024-03-22T18:57Z [---] followers, [--] engagements


"In [----] $UBER Total take rate was 20% Today in [----] the number is 27%. Widening Margins whilst widening the Moat"  
[X Link](https://x.com/everydaystocksx/status/1771252279657513459)  2024-03-22T19:07Z [---] followers, [--] engagements


"@BradoCapital $UBER is my biggest position in my portfolio around 14/15% Very long term play. Strong believer in uber"  
[X Link](https://x.com/everydaystocksx/status/1771293423401636334)  2024-03-22T21:50Z [---] followers, [--] engagements


"@OwlWealthy @stockcardhq Nice portfolio My top [--] positions are actually $UBER $META $PLTR so some good crossover $ABNB is a watchlist stock also"  
[X Link](https://x.com/everydaystocksx/status/1771296054048153915)  2024-03-22T22:01Z [---] followers, [--] engagements


"@DividendDudeYT $MSFT & $PLTR these two stand in a league of their own when it comes to AI with $NVDA also but i dont own that. Also own $META"  
[X Link](https://x.com/everydaystocksx/status/1771430182202818602)  2024-03-23T06:54Z [---] followers, [--] engagements


"@StockSavvyShay These [--] would make a πŸ”₯ portfolio i agree mostly with the picks although i have to say i feel the other [--] would outperform $TSLA. However i am not a Tesla Expert to be sure"  
[X Link](https://x.com/everydaystocksx/status/1771502353704788193)  2024-03-23T11:40Z [---] followers, [----] engagements


"$SOFI has to be one of if not the best Risk to Reward opportunities in the market today. I have watched this one from the sides for a while whilst learning the fintech space and even though it was never a favourite of mine in this space I couldnt not be involved below $7 Great management also"  
[X Link](https://x.com/everydaystocksx/status/1771512387733983426)  2024-03-23T12:20Z [---] followers, [---] engagements


"@StockMarketNerd $UBER is largest position for me"  
[X Link](https://x.com/everydaystocksx/status/1771575885025468671)  2024-03-23T16:32Z [---] followers, [---] engagements


"$S is good but honestly its too similar to $CRWD and that is a beast you dont want to mess with in my opinion. Doesnt mean $S Cant succeed massively they could but its likely this sector of Cybersecurity is a winner takes all field and id have to bet on $CRWD. Just my opinion guys πŸ€™πŸΌ"  
[X Link](https://x.com/everydaystocksx/status/1771576704814764304)  2024-03-23T16:36Z [---] followers, [--] engagements


"@LDiscernment The low & grow method with issuing credit they deploy is reassuring many banks could take notes from $NU"  
[X Link](https://x.com/everydaystocksx/status/1771679586981384421)  2024-03-23T23:25Z [---] followers, [---] engagements


"@TheDividendDog You never see an empty line at any $SBUX & that wont change any time soon"  
[X Link](https://x.com/everydaystocksx/status/1771680713818911054)  2024-03-23T23:29Z [---] followers, [---] engagements


"Interesting fun chat on @chitchatstocks podcast about if you couldnt invest in US companies which market would you invest in The easy answer for me was UK A more fun thought was Netherlands i could long term DCA into $ADYEN & $ASML + some others & probably do wellπŸ€·β™‚ UK just because i live here & understand the market & the higher quality shareholder friendly companies"  
[X Link](https://x.com/everydaystocksx/status/1772330067466522938)  2024-03-25T18:29Z [---] followers, [---] engagements


"@DividendDynasty Yeah ive been adding $SBUX here it seems an obvious buy cant imagine a world without starbucks. every lines always busy and ultimately i dont see people drinking less starbucks 5years out from here. Valuation seems fair to me"  
[X Link](https://x.com/everydaystocksx/status/1772364343306289253)  2024-03-25T20:46Z [---] followers, [----] engagements


"@DividendDudeYT $META for me"  
[X Link](https://x.com/everydaystocksx/status/1772365322412069274)  2024-03-25T20:49Z [---] followers, [---] engagements


"Just had my $META dividend dropped into my account never thought id say that a year ago πŸ˜‚πŸ˜‚"  
[X Link](https://x.com/everydaystocksx/status/1772607557229555722)  2024-03-26T12:52Z [---] followers, [--] engagements


"Reasons why $UBER Multi bags from here. [--]. Total travel app with continuous expansion. Moat is already established whilst TAM is global & has large run way. [--]. Total same day local delivery platform. (Fast food grocery retail) [--]. UBER ONE membership is $AMZN Prime esque [--]. Leadership- Travis Kalanick was the right guy to propel UBER to what it became But Dara khosrowshahi is the perfect leader for the next phase of $UBER as we have seen since his takeover in [----] [--]. Autonomous Vehicles=improved margins [--]. Deep data information pool to allocate into $UBER advertising ecosystem leaves gigantic"  
[X Link](https://x.com/everydaystocksx/status/1772673369118290399)  2024-03-26T17:14Z [---] followers, [--] engagements


"@ValueInvestorAc Interesting to see the mix between ETFs & individual stocks - i like these stocks too mainly $META"  
[X Link](https://x.com/everydaystocksx/status/1772687829421724140)  2024-03-26T18:11Z [---] followers, [---] engagements


"@ftr_investors @7LukeHallard @Couch_Investor @MihaiDoho @Quality_stocksA @Stock_Inf0 @Stock_Opine @StockSavvyShay @simpleinvest01 90% is crazyyyyyyyy"  
[X Link](https://x.com/everydaystocksx/status/1772688790454186397)  2024-03-26T18:15Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@everydaystocksx Avatar @everydaystocksx Everyday Stocks

Everyday Stocks posts on X about stocks, $amzn, meta, $pltr the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

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  • [--] Month [-------] +697%
  • [--] Months [-------] +24%
  • [--] Year [-------] -6.60%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [--] +1.40%
  • [--] Months [---] -39%
  • [--] Year [---] -66%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.37%
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CreatorRank Line Chart

Social Influence

Social category influence finance stocks technology brands cryptocurrencies automotive brands countries luxury brands fashion brands exchanges social networks

Social topic influence stocks #4839, $amzn, meta, $pltr #346, uber, $uber, $spot #4338, $tsla, $googl, $meli #37

Top accounts mentioned or mentioned by @ranked90 @qualityinvest5 @dividenddynasty @thevaluefind3rr @wolfofharcourt @theoootrr @stocksavvyshay @stockmarketnerd @alc2022 @qualitystocksa @dividendlearn @finchatio @cybercabdavid @ftrinvestors @stockmktnewz @dividendgweb3 @wealthmatica @fluentinvalue @dividenddudeyt @thexcapitalist

Top assets mentioned Amazon.com, Inc. (AMZN) Palantir Technologies Inc. (PLTR) Uber Technologies, Inc. (UBER) Spotify Technology (SPOT) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) MercadoLibre Inc (MELI) Hims & Hers Health, Inc. (HIMS) Duolingo, Inc. (DUOL) Metadium (META) Mastercard, Inc. (MA) Netflix Inc (NFLX) Shopify Inc (SHOP) NVIDIA Corp. (NVDA) NuCypher (NU) Starbucks Corporation (SBUX) Trade Desk, Inc. (TTD) Coca-Cola Co (KO) Crowdstrike Holdings Inc (CRWD) PayPal Holdings Inc (PYPL) Now Coin (NOW) On Holding AG (ONON) Microsoft Corp. (MSFT) Costco Hot Dog (COST) Cloudflare, Inc. (NET) American Express Company (AXP) Ferrari N.V. (RACE) Airbnb, Inc. (ABNB) Enphase Energy Inc (ENPH) Booking Holdings Inc (BKNG) Wise (WISE) Fortinet Inc (FTNT) RAI Finance (SOFI) Salesforce Inc (CRM) Apple, Inc. (AAPL) Celsius Holdings, Inc. Common Stock (CELH) Robinhood Markets, Inc. (HOOD) Adobe, Inc. (ADBE) Datadog Inc (DDOG) Mario Coin (COIN) Advanced Micro Devices (AMD) Grab Holdings Limited Class A Ordinary Shares (GRAB) ServiceNow Inc (NOW) AppLovin Corporation (APP) Palo Alto Networks Inc (PANW) Sea Limited (SE) Nike Inc (NKE) DisChain (DIS) Coinbase Global Inc. (COIN) Costco Wholesale Corporation (COST) DraftKings Inc. Class A Common Stock (DKNG) Snap, Inc. (SNAP) CAVA Group, Inc. (CAVA)

Top Social Posts

Top posts by engagements in the last [--] hours

"@DividendDudeYT $KO in terms of quality business global brand recognitionmoat and longevity"
X Link 2024-01-07T09:08Z [--] followers, [--] engagements

"Favourite investing podcasts currently @playingftseshow @chitchatmoney @ValueStockGeek security analysis Always on the hunt for more good & consistent podcasts"
X Link 2024-01-16T12:53Z [--] followers, [--] engagements

"@DividendDudeYT $sbux"
X Link 2024-01-19T22:58Z [--] followers, [--] engagements

"@DividendDynasty Probably $CRWD at 24X sales with no earnings but people love it tho πŸ€·β™‚"
X Link 2024-01-27T09:27Z [--] followers, [--] engagements

"Dont dilute your best ideas just for the sake of diversification. A heavily loaded portfolio just increases the chance you match the market at best"
X Link 2024-01-29T17:26Z [--] followers, [--] engagements

"There are many factors to determine when paying a high PE is justified but in the simplest terms you can look at the PEG ratio (Price/earnings to growth ratio) & ROIC. Me personally i like a PEG ratio below [---] but in general the cheaper the PEG is the better. (Continue)"
X Link 2024-01-29T19:45Z [--] followers, [--] engagements

"A few examples where paying a high PE (today) could potentially lead to a good return through growth $META PE:34. PEG: [----] . ROIC 17% $NVDA PE:80. PEG: [----]. ROIC 47% $PYPL PE: [--]. PEG: [----] ROIC 12% $SBUX PE:25 PEG: [----] ROIC 18% $ABNB PE:50 PEG: [---] ROIC 49% (Continue)"
X Link 2024-01-29T19:45Z [--] followers, [---] engagements

"Now a few examples where its likely the isnt enough growth to justify a high PE (todays prices) $TSLA PE:59. PEG:2.03 ROIC 19% $PANW PE:192 PEG: [---] ROIC 10% $MSFT PE: [--] PEG: [----] ROIC 27% #StockMarket #Thread #simpleinvesting #stockgrowth"
X Link 2024-01-29T19:45Z [--] followers, [--] engagements

"@DividendDynasty @BBCMOTD Id say he is without a doubt & Im not a Liverpool fan the stats dont tell the full picture 90+ points i think 3times 3UCL finals. its crazy he didnt win more but what can you do about PepπŸ€·β™‚+ i think his teams would outplay all the former Liverpool teams tbh"
X Link 2024-01-30T17:58Z [--] followers, [---] engagements

"@DividendDudeYT This is a good book my personal favourite would be The warren buffet way Or potentially 100Baggers"
X Link 2024-02-03T09:30Z [--] followers, [--] engagements

"@DividendDudeYT Selling $KO seems crazy it would be my hold $KO is a proven generational diamond historically & will stand the test of time. potentially the moat of all moats you like high quality businesses as you say & Dividends $KO the one anyway all loveπŸ˜ƒ i like these you do Sell $CELH"
X Link 2024-02-03T10:44Z [--] followers, [---] engagements

"An even bigger week of earnings Coming up for me next. My biggest position $UBER A Top [--] Position in $PYPL Midsize Positions in $FTNT & $PLTR & a small position in $ENPH & a company that always interests me on the watchlist $SPOT (regret not buying 9-12months ago but heyπŸ€·β™‚)"
X Link 2024-02-03T11:03Z [--] followers, [---] engagements

"Its not a deciding factor but i do love owner operators when looking at investment opportunities. Not essential but so often youll find the benefit"
X Link 2024-02-04T09:18Z [--] followers, [--] engagements

"$FTNT Fortinet πŸ’» $PLTR Palantir πŸ€– $META πŸ“± $SPOT Spotify 🎡 $ABNB AirBNB🏑 $ADYEN πŸ’³ $TSLA Tesla πŸš—πŸ”‹ $NVDA Nvidia πŸ€– $WISE πŸ’· $RUM RumbleπŸŽ₯ [--] i own the others Im interested in (at the right value) They all share something in common but what is it Founder Lead CEOs"
X Link 2024-02-04T15:22Z [----] followers, [---] engagements

"$UBER earnings this week will be an eye opener for lots of people"
X Link 2024-02-05T15:00Z [--] followers, [---] engagements

"Theres an art to just not selling"
X Link 2024-02-05T15:50Z [--] followers, [--] engagements

"Only a few chapters in too reading this but can already say its incredible so far. Really good read"
X Link 2024-02-05T19:41Z [--] followers, [--] engagements

"Woke up dug into the $PLTR earnings. Happy with them & with the guidance set out for the upcoming year. Even happier with the +18% gain pre market too ;)"
X Link 2024-02-06T05:26Z [--] followers, [---] engagements

"People bought the Apple computer when it came out the IPhone Then the airpods followed & then they get the apple watch and will even buy this Vision Pro but through the entire process probably never bought $AAPL shares. Often times the clues are right in front of you"
X Link 2024-02-06T12:50Z [--] followers, [--] engagements

"Massive EPS beat from $FTNT Fortinet you beauty up 14% after hours :)"
X Link 2024-02-06T21:14Z [----] followers, [--] engagements

"Albeit that daily price movements do not mean much in the long run seeing $PLTR up 30% in a day $FTNT up 14% after earnings $ENPH up about 7% from earnings (Missed earnings albeit) Has made the portfolio look very nice tonight so thats fun"
X Link 2024-02-06T21:39Z [--] followers, [---] engagements

"Interesting day for the portfolio coming up as $UBER & $PYPL release earnings Will we see a rise Or another buying opportunity appear πŸ˜„ πŸ“ˆπŸ“‰"
X Link 2024-02-07T09:49Z [--] followers, [---] engagements

"@HeroDividend Possibly my favourite quote πŸ”₯"
X Link 2024-02-07T12:30Z [--] followers, [--] engagements

"Really interesting listen this morning the new release from @chitchatstocks on booking holdings $BKNG I hold neither but i would lean towards $ABNB Although it will be interesting watching these two duel up over the next decade Being from the UK & travelling around Europe i wouldnt be confident betting against $BKNG & could easily see a world where they could replicate a AirBNB [---] Really hard one to call who performs best over the next decade but interesting to watch. $BKNG $ABNB"
X Link 2024-02-08T12:58Z [--] followers, [---] engagements

"Pretty good week with the earnings & the portfolio reflects it Movements in the last 7days $UBER +10% πŸ“ˆ $META +20% πŸ“ˆ $FTNT +6% πŸ“ˆ $ENPH +11% πŸ“ˆ $PLTR +50% πŸ“ˆπŸ“ˆ $PYPL - 9% πŸ“‰ However one of these companies had a double miss & the stock went up & one of these had a double beat & the stock went down Whats my point you just never know with earnings & on a quarterly basis its not the biggest deal Focus on the long term fundamentals of a business"
X Link 2024-02-08T16:53Z [--] followers, [---] engagements

"@weary_centurion @Kross_Roads Good points & well thought out . I agree & the market reaction gives us an opportunity too add a few extra shares to the count :)"
X Link 2024-02-08T17:07Z [--] followers, [--] engagements

"One thing I learnt was that somebodys favourite idea even if you completely disagree is always worth 5minutes of your time to research & see where they are coming from Often you wont change your mind but sometimes it can be enlightening"
X Link 2024-02-09T10:29Z [--] followers, [--] engagements

"@wolfofharcourt Congratulations thats nice πŸ”₯ have you been averaging up or did you buy on the dip"
X Link 2024-02-09T12:10Z [--] followers, [--] engagements

"Nice i missed out i liked it &added it to my watchlist shortly before the investor day to do more research & it shot up around 40% i thought id missed the boat as i liked the value before that the more i learn about the company the more i regret not being quicker there hahaπŸ˜‚ but hey cant invest in everything congrats mate πŸ‘ŠπŸΌ"
X Link 2024-02-09T12:18Z [--] followers, [--] engagements

"Good post $FTNT shares outstanding have been coming down recently & out the list are by far the most shareholder oriented mainly because they are owner operated and the CEO holds Alot of stock. They also are the only Cybersecurity company with proven historical profit and ROIC and not a crazy multiple . $MSFT is an underrated cybersecurity play that many people dont think about when they think of cybersecurity companies so kudos for that πŸ˜ƒ. But yes apart from valuation on $PANW the SBC is what has kept me away from them same for $CRWD"
X Link 2024-02-10T13:25Z [--] followers, [--] engagements

"Full portfolio & allocation weighting as of Feb [----] $UBER 14% $META 13% $PYPL 11% $MSFT 10% $FTNT 10% $PLTR 10% $SBUX 8% $ENPH 7% $DGE.L 6% $MKS.L 6% $KO 5%"
X Link 2024-02-10T16:22Z [--] followers, [---] engagements

"The snowball effect isnt just about your finances. Aim to compound in every aspect of your life. Financially Fitness Wisdom 1% everyday"
X Link 2024-02-10T16:33Z [--] followers, [--] engagements

"@DividendDynasty $UBER $META $MSFT but $PYPL is very close to top [--] at these valuations"
X Link 2024-02-10T20:24Z [--] followers, [---] engagements

"Totally agree & well said 80% of your individual holdings I dont think i could stomach that hahaπŸ˜‚ but i wish you the best as its around 10% of my portfolio :) Whats your average price by now if you don't mind me asking i've personally been long since $7 but averaged up around about $13 by now"
X Link 2024-02-11T08:18Z [---] followers, [--] engagements

"Reading is an incredibly tool for learning here are some of the best investment books i have personally read πŸ“š"
X Link 2024-02-11T11:46Z [--] followers, [--] engagements

"The Psychology of money 🧠 (10/10) A must read for everybody @morganhousel is an incredible writer & anybody can easily read"
X Link 2024-02-11T11:46Z [--] followers, [--] engagements

"The millionaire next door (9/10) Success leaves clues. So why not follow the lessons laid out from Americas wealthiest. Simple&easy read whilst also being very eye opening"
X Link 2024-02-11T11:46Z [--] followers, [--] engagements

"The Warren Buffet way (10/10) An insight into how the best investor of all time does what he does in a simple yet fascinating read full of timeless lessons"
X Link 2024-02-11T11:46Z [--] followers, [--] engagements

"(8/10) One up on wall street Packed with lessons and examples that are timeless from one of wall streets best. You wont regret reading this & can be done quickly. Many of my investment philosophy came from this book and will continue to re read over time"
X Link 2024-02-11T11:47Z [--] followers, [--] engagements

"The intelligent investor (7/10) An all time classic However controversially i do not find it as good or as important as majority of people make out However it does hold lots of wisdom Wouldnt recommend as the first book you read as its complicated & possibly a little outdated. Chapters 8&20 are most important"
X Link 2024-02-11T11:47Z [--] followers, [--] engagements

"Just keep buying (9/10) A great book full of realistic ways to succeed without living like a robot. What makes this book so good is the truthfulness inside it about real life scenarios inside of generic guidebook on getting wealthy. A very easy read for anybody"
X Link 2024-02-11T11:47Z [--] followers, [--] engagements

"100 Baggers (10/10) A great insight to stocks which have gone up in value [---] times or more. Incredibly easy to read exciting and mind bobbling stories blended with incredible lessons on investing If it helps you find just one 100bagger this book will have been your best investment"
X Link 2024-02-11T11:47Z [--] followers, [--] engagements

"Richer Wiser Happier (8/10) A great read on how the best investors win in not only investing but life in general. Easy to digest and fascinating to see how the best investors look at the world of investing. A great way to find a mentor to study as you experience many different investors"
X Link 2024-02-11T11:47Z [--] followers, [--] engagements

"$UBER is turning into a FCF machine in front of our eyes in real time A business constantly expanding the core segments whilst simultaneously adding new revenue streams throughout the UBER network. Let the compound begin"
X Link 2024-02-11T19:13Z [--] followers, [--] engagements

"@The_AI_Investor Im by no means a bear (fairly neutral) But for arguments sake 4companies alone make up 40% of $NVDA Revenue and all [--] of these companies have begun making there own chips in house"
X Link 2024-02-11T19:35Z [--] followers, [---] engagements

"A fresh week in the markets πŸ˜ƒ Will we see it πŸ“ˆ or will it be πŸ“‰"
X Link 2024-02-12T09:05Z [--] followers, [--] engagements

"@amitisinvesting Nice im interested in the $SHOP earnings + $ABNB & $KO curious on seeing how $COIN does too but not something i have a genuine interest in right now"
X Link 2024-02-12T10:18Z [--] followers, [---] engagements

"Enphase Energy is a misunderstood business by most the market in my opinion. Let me explain why $ENPH (Short thread 🧡)"
X Link 2024-02-12T20:10Z [--] followers, [--] engagements

"$ENPH often is believed to be a hype stock without much substance and for people who havent looked deeper into the business it holds a reputation of low quality (i believe people have this idea because of the hype in the EV / Renewable Energy bubble a few years ago) but this couldnt be further from the truth"
X Link 2024-02-12T20:10Z [--] followers, [--] engagements

"Firstly we take a quick look at some important metrics for $ENPH and quickly uncover some very impressive metrics. Gross Margin of 46% Net income margin of 19% FCF margins of 25% 5yr Avg ROIC 43% 5yr Avg ROE 58% (FCF above net income is a big green flag as FCF cant be manipulated by accounting)"
X Link 2024-02-12T20:10Z [--] followers, [--] engagements

"Whilst boasting a healthy Balance sheet $ENPH has a: Market cap $16.63B EV $16.25B Being able to cover total Liabilities with short term Assets boasts a perfectly healthy balance sheet"
X Link 2024-02-12T20:10Z [--] followers, [--] engagements

"@DividendDudeYT Id pick $KO & $AMZN πŸ“¦ πŸ₯€"
X Link 2024-02-13T05:34Z [--] followers, [--] engagements

"Starbucks are the worlds biggest legal drug dealers ha β˜• $SBUX"
X Link 2024-02-13T05:37Z [--] followers, [--] engagements

"@Quality_stocksA I like both & own Fortinet. Palo alto trajectory is incredible so i would like to own it too at the right valuation but the dilution in shares is a concern. $FTNT $PANW"
X Link 2024-02-13T06:05Z [--] followers, [---] engagements

"Coca Colas growth is still ticking along nicely a truly timeless businessπŸ₯€ $KO"
X Link 2024-02-13T18:48Z [--] followers, [--] engagements

"$UBER unveils plan for $7B buyback program Uber clearly taking notice of $META issuing dividend & $ABNB $6B buyback program As it too now begins to offer returns to shareholders"
X Link 2024-02-14T12:19Z [--] followers, [---] engagements

"$V speaks for itself incredible Moat + Margins Dividend growth & buyback yields. $ADYEN founder lead great culture everything is built in house with no acquisitions so they run so smoothly the best authorisation rates around. $PYPL ridiculous valuation right now still growing across all sections of business legacy trusted brand. Aggressive buybacks. $AXP oozes quality as a brand business & reputation history speaks for itself - highest margin rates on transaction. Regret not buying a long term position at 14X PE a few months ago on my watchlist has run up abit now. Would also give a"
X Link 2024-02-15T09:28Z [--] followers, [---] engagements

"Thought id jump on the trend & try predict Warren Buffets new secret stock his buying up. I believe its one of these companies Starbucks $SBUX Google $GOOGL Disney $DIS Diageo $DGE Nike $NKE Paypal $PYPL Nintendo $NTDOY Why Well Firstly what do we know about Buffet He likes high quality businesses with a competitive advantage in the market place wide moats high margins & high returns on capital which he can buy at a fair price. Which currently all these businesses tick these boxes today & seem right up Buffets street"
X Link 2024-02-15T17:08Z [--] followers, [---] engagements

"@amitisinvesting Its got to be Coinbase $COIN (LOL)"
X Link 2024-02-15T17:58Z [--] followers, [---] engagements

"Coca Cola might be the best brand on the globe Moat of all moats. $KO"
X Link 2024-02-15T21:18Z [--] followers, [--] engagements

"@themarkethustle 100% The bear market is where the real moneys made"
X Link 2024-02-16T05:56Z [--] followers, [---] engagements

"The UK can be a great place to find some incredible businesses close to home🏑 These are some of the best UK businesses 🧡"
X Link 2024-02-17T08:50Z [--] followers, [--] engagements

"Auto trader $AUTO 🚘 MC-6.53B EV-6.56B Margins: Gross 79% Net income 44% FCF 50% 5yr average ROIC -45% PE ratio- 28x Revenue growth 3yr CAGR- 21% Dividends: Yield-1.22% Payout ratio-34% 5yr dividend growth CAGR -7.6% Moat-10/10"
X Link 2024-02-17T08:50Z [--] followers, [---] engagements

"Rightmove 🏑 $RMV MC-4.39B EV- 4.35B Margins: Net income-56% FCF-57% PE ratio- 23x Revenue growth 3yr CAGR-13% Dividends: Yield-1.6% Payout ratio-36% 10yr dividend growth CAGR -13% Moat-9/10"
X Link 2024-02-17T08:50Z [--] followers, [---] engagements

"JD sports $JD. ⚽ MC-5.47B EV-6.46B Margins: Gross-47% 5yr average Net income- 4.5% 5yr average ROIC -14% Forward PE ratio- 8x Revenue growth 3yr CAGR-21% Dividends: Yield-0.88% Payout ratio-25% 5yr dividend growth CAGR -24% 10yr Div growth CAGR-14% Moat-8/10"
X Link 2024-02-17T08:50Z [--] followers, [---] engagements

"When people say PayPal is losing market share to things like ApplePay Etc they fail to realise something important . Firstly anytime a transaction takes place it must transact through a payment processor. Stripe Adyen Or Braintree are the major players. Paypal Owns Braintree so regardless whoever/However a person chooses to pay roughly Paypal is involved a third of the time. Also on the other hand recent results simply prove total transactions are still growing anyway $PYPL $ADYEN $AAPL"
X Link 2024-02-18T11:25Z [--] followers, [--] engagements

"Sadly of course Stripe and $ADYEN are superior products to $PYPL Braintree so they do dominate more of the marketplace also meaning Braintrees Margins are slimmer for PayPal which is why we now see Revenue overall increasing but Gross margin decreasing"
X Link 2024-02-18T11:25Z [--] followers, [---] engagements

"@SteveWagsInvest I own none but ill be interested in reading $FVRR $PANW $ETSY $MELI $NVDA $HD $SEDG"
X Link 2024-02-18T17:01Z [--] followers, [---] engagements

"With the FTSE100 & FTSE250 currently undervalued here are [--] businesses trading cheap PE ratio below 14x Gross margins over 40% Net income over 10% 🧡"
X Link 2024-02-18T18:03Z [--] followers, [--] engagements

"Hargreaves Lansdown $HL.L MC-3.9B EV-3.4B PE ratio-12x Gross Margin- 75% Net Margin- 44% Revenue growth 3yr CAGR- 10% Dividend Yield- 5%"
X Link 2024-02-18T18:03Z [--] followers, [--] engagements

"Dominos $DOM.L MC-1.38B EV-1.76B PE ratio-12x Gross Margin- 48% Net Margin- 18% Revenue growth 3yr CAGR- 9% Dividend Yield- 2.92%"
X Link 2024-02-18T18:03Z [--] followers, [--] engagements

"A fresh week in the markets good luck all investors lets try add a little to our portfolio this week πŸ˜ŠπŸ“ˆ"
X Link 2024-02-19T05:02Z [--] followers, [--] engagements

"@DividendDudeYT Recently Entered Starbucks position around $92 will continue to build this out as long as i can at these valuations or hopefully even lower 🀞🏼 $SBUX"
X Link 2024-02-19T12:46Z [--] followers, [--] engagements

"$UBER changed the game to the point UBER is literally a verb now. Nobody says lets order a taxi anymore its lets Uber it. The beautiful thing is the is still so much market share for $UBER to take on a global scale. Thats before even mentioning different forms of transport beyond cars"
X Link 2024-02-19T17:51Z [--] followers, [--] engagements

"@DividendRyan28 Its not something id do but i dont understand the space if you understand the rare car space then why not & especially if it isnt a massive % of your asset allocation then enjoy it"
X Link 2024-02-20T12:39Z [--] followers, [--] engagements

"UK stocks Im watching right now Money supermarket $MONY Next $NXT JD sports $JD. Dominos $DOM Dunelm $DNLM Greggs $GRG Pets at home $PETS Wise $WISE Unilever $ULVR Loose watchlist at the moment and intend to narrow this down & dig into some over the weekend"
X Link 2024-02-20T12:48Z [----] followers, [---] engagements

"@The_AI_Investor Not the only $1T+ owner operator forgetting zuck at $META. But interesting post regardless πŸ‘Owner operators are the best and he definitely looks to have lead the right culture at Nvidia"
X Link 2024-02-20T12:54Z [--] followers, [----] engagements

"Next is far ahead of asos & boohoo in quality between the businesses so i wouldnt be concerned there. They also sell different quality of clothes to boohoo especially & have the home segments which is away from clothes. Next also has one of the best online infrastructures which other companies piggyback off of so I wouldnt be concerned about online retail causing them a problem"
X Link 2024-02-21T07:18Z [--] followers, [--] engagements

"Palo Alto single handedly dragging down the Cybersecurity industry. Seems irrational to me but thats the market for you. I hope it continues as i want a massive steak in the industry however im struggling with the current valuations. $PANW -27% πŸ“‰ $CRWD-10%πŸ“‰ $FTNT-5%πŸ“‰ $DARK -5%πŸ“‰"
X Link 2024-02-21T17:34Z [--] followers, [--] engagements

"Good gym session to start the day this morning as always πŸ”₯ when do you guys like to train"
X Link 2024-02-22T08:16Z [--] followers, [--] engagements

"Stocks right at the top of my watchlist currently $ADYEN $SPOT (Spotify) $CRWD (Crowdstrike) $V (Visa)"
X Link 2024-02-22T10:27Z [--] followers, [---] engagements

"Starbucks North American revenue in comparison to its International revenue clear to see International has a very long run way to even match todays North American revenue let alone seeing the Main market revenue continuing to trend upwards in a satisfying manor. $SBUX β˜•"
X Link 2024-02-22T19:45Z [--] followers, [--] engagements

"@Quality_stocksA I hold [--] πŸ˜„& watched another [--] fly up on the watchlist πŸ˜‘"
X Link 2024-02-22T20:14Z [--] followers, [---] engagements

"@yzx95101 @makingmsimple Not public i think"
X Link 2024-02-23T08:58Z [--] followers, [--] engagements

"@makingmsimple The segment on $MNST in [---] baggers was really interesting they really understood there customer base & incredible at compounding capital"
X Link 2024-02-23T09:00Z [--] followers, [---] engagements

"As the world continues to become more cashless + online e-commerce grows each & every year one sector which is set to perform well is payment processing/fintech which I continue to follow closely. Below are the top companies its important to know. Visa $V Mastercard $MA PayPal $PYPL $ADYEN American Express $AXP Block $SQ $SOFI StoneCo $STNE $WISE Dlocal $DLO These companies share many similarities yet many determining differences which i will go through soon in an in depth thread soon"
X Link 2024-02-23T19:34Z [--] followers, [--] engagements

"@Hustling_Fun Good luck go smash that πŸ‘Š"
X Link 2024-02-25T08:30Z [--] followers, [--] engagements

"The top stocks bought by super investors recently were Alphabet $GOOGL Microsoft $MSFT Amazon $AMZN Visa $V Interesting 🧐"
X Link 2024-02-25T08:37Z [--] followers, [--] engagements

"The current valuation around Google does interest me at around 20x forward earnings however today $MSFT & $META makes up close to 25% of the portfolio. Albeit they are different the three companies share too many similarities to build up a $GOOGL position from here in my opinion. However theres nothing to say this couldnt possibly change if the market continues to neglect $GOOGL & present a unmissable opportunity"
X Link 2024-02-25T09:31Z [--] followers, [--] engagements

"ROIC + Growing revenue + high profit margins all whilst trading at a Lower valuation can present great investment opportunities. With that being said i ran a screener: ROIC 15% Net profit 15% 3yr Revenue CAGR 10% Below 22x Forward earnings. These were the top results"
X Link 2024-02-26T19:50Z [--] followers, [--] engagements

"Alphabet $GOOGL MC-$1.8T EV-$1.71T Margins: Gross-57% Net-24% FCF-22% 5yr Avg ROIC-28% 3yr Revenue CAGR-19% Forward PE (NTM)-21x"
X Link 2024-02-26T19:50Z [---] followers, [--] engagements

"Coca Cola $KO MC-$263.92B EV-$296.34B Margins: Gross-60% Net-23% FCF-21% 5yr Avg ROIC-12% 3yr Revenue CAGR-12% Forward PE (NTM)- 22x Dividend yield-3% Dividend Per share growth 10yr CAGR- 5%"
X Link 2024-02-26T19:50Z [---] followers, [--] engagements

"Qualcomm $QCOM MC-$173.01B EV-$176.44B Margins: Gross-56% Net-21% FCF-27% 5yr Avg ROIC-30% 3yr Revenue CAGR-11% Forward PE (NTM)- 16x Dividend Yield-2% Dividend Per share growth 10yr CAGR- 9%"
X Link 2024-02-26T19:50Z [---] followers, [--] engagements

"Caterpillar $CAT MC-$161.74B EV-$192.19B Margins: Gross-31% Net-15% FCF-14% 5yr Avg ROIC-11% 3yr Revenue CAGR-17% Forward PE (NTM)- 15x Dividend Yield- 1.8% Dividend Per share growth 10yr CAGR- 8%"
X Link 2024-02-26T19:50Z [---] followers, [--] engagements

"American Express $AXP MC-$155B Margins: Gross-55% Net-15% FCF-30% 5yr Avg ROIC-10% 3yr Revenue CAGR-21% Forward PE (NTM)- 17x Dividend Yield- 1.27% Dividend Per share growth 10yr CAGR- 10%"
X Link 2024-02-26T19:50Z [---] followers, [--] engagements

"Booking Holdings $BKNG MC-$119.8B EV-121.8B Margins: Gross-85% Net-20% FCF-32% 5yr Avg ROIC-21% 3yr Revenue CAGR-46% 10yr Revenue CAGR-12% Forward PE (NTM)- 20x"
X Link 2024-02-26T19:50Z [---] followers, [--] engagements

"Hershey $HSY MC-$39.53B EV-$44.26B Margins: Gross-45% Net-17% FCF-14% 5yr Avg ROIC-21% 3yr Revenue CAGR-11% Forward PE (NTM)- 20x Dividend Yield- 2.5% Dividend Per share growth 10yr CAGR- 9%"
X Link 2024-02-26T19:50Z [---] followers, [---] engagements

"Mistakes will always happen in investing even the best investors of all time have made mistakes. The important part is that they arent fatal for you & equally importantly they arent regular"
X Link 2024-02-27T18:29Z [--] followers, [--] engagements

"My [--] favourite companies in my portfolio right now are $UBER $MSFT $META $PLTR They have all performed beautifully of recent times as investments yes but more importantly as underlying businesses. $META $MSFT are proven juggernauts yet still full of future growth potential. $UBER & $PLTR have taken the first steps to starting there own journeys into future FCF machines both turning profitable both became S&P eligible at similar times. $UBER was included $PLTR will soon be. The future is bright with these [--] companies"
X Link 2024-02-27T20:51Z [--] followers, [---] engagements

"@ftr_investors Makes sense never seemed like something to actually materialise in my opinion"
X Link 2024-02-27T21:22Z [--] followers, [--] engagements

"@DividendDynasty Yeah Buy $ASML hold $DPZ and sell $TROW"
X Link 2024-02-28T07:09Z [---] followers, [---] engagements

"High quality uk business which is a staple yet still growing Revenue Net income & EPS at impressive CAGRs has a healthy balance sheet paired with impressive margins (60% Gross 8-10% net on average). $GRG.L also boasts ROIC & ROE of 13.5% & 20% respectively. Dividend is safe & growing and shares havent been diluted so i get the feel management is shareholder friendly. With all that being said Im looking at Greggs loosely and need further research"
X Link 2024-02-28T14:44Z [--] followers, [--] engagements

"@ftr_investors @StockSavvyShay @atmosinvest @Quality_stocksA @MihaiDoho @KarlsenHenrik @simpleinvest01 @InvestInAssets @IFB_podcast I own $META $MSFT & $FTNT 🀌 $ADYEN $ASML & $V are on the watchlist"
X Link 2024-02-28T18:36Z [--] followers, [---] engagements

"Just read @StockMarketNerd newsletter for the first time & i have to say incredible i will be a regular reader from now on πŸ‘ Palo Alto $PANW Mercado Libre $MELI NU bank $NU Block $SQ Incredible line up to read through all companies which interest me. Plus we share some crossover in portfolio holdings (&watchlist) which is interesting will enjoy this newsletter moving forward"
X Link 2024-02-28T20:21Z [--] followers, [---] engagements

"@DividendDynasty The valuation is really tempting i must say but for me $MSFT & $META make up 25% of the portfolio so adding $GOOGL seems overboard. But honestly if the valuation keeps coming down its hard to say no πŸ˜ƒ"
X Link 2024-02-28T20:59Z [--] followers, [---] engagements

"@finchat_io $MNST Still putting up Incredible growth impressive"
X Link 2024-02-29T10:37Z [--] followers, [--] engagements

"One company which interests me & i enjoy following & digging into more is Block $SQ but i struggle with the dilution. Would love to hear from some $SQ shareholders who are more informed than i am here"
X Link 2024-02-29T12:52Z [--] followers, [--] engagements

"@MGStockTalk Nice portfolio πŸ‘ Big $UBER bull here too its 16% of my portfolio today"
X Link 2024-03-01T15:07Z [--] followers, [--] engagements

"How many Fintech /payment processing stocks will hit $1Trillion Market cap & which do we think they could be I feel $V is a sure bet"
X Link 2024-03-01T16:45Z [--] followers, [--] engagements

"Which portfolio would you choose A) $TSLA $PLTR $CELH $HIMS B) $META $UBER $SPOT $NU C) $MSFT $ADYEN $CRWD $SQ D) $PYPL $ENPH $AMZN $ABNB"
X Link 2024-03-01T16:51Z [--] followers, [---] engagements

"@stocksmoment Whats your long term price target Or just market cap on $UBER"
X Link 2024-03-01T19:45Z [--] followers, [--] engagements

"Some interesting earnings to check out next week I look forward to reading $AVGO $CRWD $COST $NIO $TGT #earnings for the week of March [--] [----] https://t.co/hLn2sKQhEY $CRWD $AVGO $NIO $GTLB $TGT $COST $MRVL $SE $MDB $DOCU $JD $ANF $IOT $PAY $CHPT $ROST $GSL $PBR $KR $FL $SEMR $NVEI $EOSE $BBAI $GPS $BIG $JWN $RWAY $AVAV $BURL $AVDL $BJ $AEO $SAIC $EVGO $TPVG $SOHU $VSCO $BOX https://t.co/xxse8nGc56 #earnings for the week of March [--] [----] https://t.co/hLn2sKQhEY $CRWD $AVGO $NIO $GTLB $TGT $COST $MRVL $SE $MDB $DOCU $JD $ANF $IOT $PAY $CHPT $ROST $GSL $PBR $KR $FL $SEMR $NVEI $EOSE $BBAI $GPS"
X Link 2024-03-02T16:48Z [--] followers, [---] engagements

"@StockMarketNerd $PYPL & $SQ are my favourites out the [--] personally"
X Link 2024-03-02T16:58Z [--] followers, [----] engagements

"@Hustling_Fun $SBUX β˜• πŸ‘ŒπŸΌ"
X Link 2024-03-03T08:46Z [--] followers, [--] engagements

"Spent the morning digging further into the payment processing /Fintech sectorπŸ’³ Dove into: Visa $V Block $SQ NU Holdings $NU"
X Link 2024-03-03T10:13Z [---] followers, [---] engagements

"Which Fintech Stock will prove to be the best investment over the next 5years $PYPL $ADYEN $SQ $NU"
X Link 2024-03-03T10:26Z [--] followers, [---] engagements

"Interesting πŸ€” $ADYEN getting no love didnt expect that $SQ looking the favourite Which Fintech Stock will prove to be the best investment over the next 5years $PYPL $ADYEN $SQ $NU Which Fintech Stock will prove to be the best investment over the next 5years $PYPL $ADYEN $SQ $NU"
X Link 2024-03-03T19:35Z [--] followers, [---] engagements

"Palantir $PLTR is a serious candidate to one day be a $1Trillion company. For those who understand $PLTR this is simple however many simply do not understand $PLTR So allow me to explain Palantir in the simplest form. 🧡"
X Link 2024-03-03T20:35Z [--] followers, [---] engagements

"Firstly i want to start by saying to all my fellow $PLTR investors this post wont help you in anyway this is simply to help the outside investors in the market get a better idea of Palantir and give them a fair chance of catching this undeniable Gem πŸ’Ž"
X Link 2024-03-03T20:35Z [--] followers, [--] engagements

"$PLTR was founded in [----] by Peter Thiel & Alex Karp and Infact is still owner operated today with Alex being the CEO Palantir Became public in [----] with an IPO & has changed over the years but its important to remember how old the company actually is"
X Link 2024-03-03T20:35Z [--] followers, [---] engagements

"So what is it that $PLTR does $PLTR is a Data Analytics AI company. Data is the new oil. Not only do companies & governments need to understand data They MUST utilise it Or they will face a disadvantage. Allowing Organisations to utilise data to increase efficiency save money and time $PLTR can massively change a business margins or even in other cases save lives"
X Link 2024-03-03T20:35Z [--] followers, [--] engagements

"So then how does $PLTR work Let me explain simply by laying it out like this GAF +AIP (Continued)"
X Link 2024-03-03T20:35Z [----] followers, [---] engagements

"G- Gotham Gotham deals with western governmental organisations & Defences. Gotham can use Data & AI to see Potential issues in areas of importance & battlefields in Real time predicting scenarios/Danger. From the click of a button Gotham can deploy further Analysis on the situation. A general/commander would be briefed and given AI + Human driven solutions + a POA. Including the risks time taken and probability of said action. $PLTR"
X Link 2024-03-03T20:35Z [----] followers, [---] engagements

"A- Apollo A feeder channel maintained & exclusively operated by $PLTR to offer software deployment + Cybersecurity for all partners in Foundry & Gotham across all platforms no matter which cloud the end user operates on"
X Link 2024-03-03T20:35Z [--] followers, [--] engagements

"F- Foundry Foundry is for enterprises. Think of this as Lots of data/information in one place for technical analysis. An Example is how $PLTR works with our NHS over here in the UK Foundry has helped reduce wait times for patients significantly & now has a bigger contract so we should see further improvements in our NHS. Foundry also works along side companies such as Airbus&Merck providing real time business improvements"
X Link 2024-03-03T20:35Z [--] followers, [--] engagements

"AIP- Artificial Intelligence Platform $PLTR AIP provides the tools to make LLM (Large Language Models) more useful. This is the part where you can ask the LLM useful questions (Like ChatGPT which im sure you are familiar with) but much more serious and for real world changes. Overall much better. AIP is a software which aids enterprise systems to develop business applications & even eventually will be the go to platform in which companies are built on"
X Link 2024-03-03T20:35Z [--] followers, [---] engagements

"One important thing to remember about $PLTR is that it can literally improve any & every organisation in the world & is the best in class at what it does. Meaning market saturation is quite literally impossible for Palantir and the sky is the limit for contracts it can obtain & organisations it can work with πŸ˜„"
X Link 2024-03-03T20:35Z [--] followers, [---] engagements

"The investment thesis on PayPal $PYPL doesnt even need to be anything complicated. A dying business still growing revenue at 8% buying back $5B worth of shares on $64B market cap- (thats 8% of market cap) Quality name quality product now lead by an impressive CEO in my eyes all at 12X forward FCF"
X Link 2024-03-04T17:16Z [--] followers, [---] engagements

"@StockMarketNerd I like it same for me i have $SPOT $NU very high up on the watchlist"
X Link 2024-03-04T19:41Z [--] followers, [---] engagements

"@playingftseshow Legends πŸ˜ƒπŸ‘"
X Link 2024-03-05T04:56Z [--] followers, [--] engagements

"@CCM_Brett I think $MNST market cap will still be bigger in 10years than $CELH but i could easily be wrong"
X Link 2024-03-05T09:53Z [--] followers, [---] engagements

"Greggs announces making strong start to the year + a special dividend and $UBER eats partnership. Shares up 5% making it a FTSE250 top5 highest daily riser. $GRG.L just are high quality arent they"
X Link 2024-03-05T10:07Z [--] followers, [--] engagements

"@dividendology Out of these id choose $MSFT $V $KO already own the two & $V is top of watchlist"
X Link 2024-03-05T18:04Z [--] followers, [---] engagements

"If only $META stock had a crash alongside the apps today & we could gobble up more shares at a beautiful discount"
X Link 2024-03-05T18:38Z [--] followers, [--] engagements

"Wow $CRWD smashed it. plenty of digs at $PANW throughout🀨 $CRWD has sky high potential & i like this business but the industry cannot operate without $FTNT & $PANW simple as that $PANW made the right moves towards an all in one network but it will hurt them in the short term"
X Link 2024-03-06T07:09Z [--] followers, [---] engagements

"@PennyProficient 60%Stocks 30%Property 10%Cash"
X Link 2024-03-06T17:55Z [--] followers, [--] engagements

"The biggest AI winners in my opinion will be Palantir & Microsoft. $MSFT $PLTR Both companies are in the highest level of echelon when it comes to overall quality of business. But what gives them the edge in the AI field $MSFT- 49% ownership in OpenAI. Copilot is revolutionary & essential to every white collar worker using a computer $PLTR-AIP is the biggest difference maker when it comes to issues of genuine importance & offering the best LLM. AIP will become the go to place to build a start up company/smaller companies within larger organisations. $META very well may have a seat at this"
X Link 2024-03-06T19:03Z [--] followers, [---] engagements

"$CRWD & $PANW originate from different stratospheres of the cybersecurity universe $CRWD operates in endpoint security & Extended detection & response (XDR) this is software managed from the cloud to protect endpoints (laptops and phones) $PANW also $FTNT in contrast start from a different position in the data flow cycle these platforms are routed in network security and hardware based firewalls & are now expanding into cloud (especially $PANW) This being said it shows that the companies are only just beginning to rub shoulders with each other let alone reaching serious competition so all the"
X Link 2024-03-06T19:57Z [--] followers, [---] engagements

"Digital Banking Battle $NU Market cap: $53B Revenue: $8.03B $SOFI Market cap: $7B Revenue: $2.05B In [--] years time which would have proved the best as a investment today"
X Link 2024-03-07T16:28Z [--] followers, [---] engagements

"So the Jake Paul Vs Mike Tyson fight will be on Netflix. Interesting for $NFLX How much will live sports streaming be on Netflix in the future"
X Link 2024-03-07T17:11Z [--] followers, [--] engagements

"Picked up Chip War yesterday and read a few pages seems good i just wish i read it 18months ago haha maybe id be sitting on $NVDA & $AMD & others in this crazy semi conductor run"
X Link 2024-03-08T13:01Z [--] followers, [--] engagements

"Which out of these [--] Companies performs the best over the next 10years as a investment $PLTR $NVDA $TSLA I know which one id choose"
X Link 2024-03-09T13:11Z [--] followers, [---] engagements

"I believe $UBER is a Multi bagger from here & will outperform the market across the next decade. Even at all time highs $UBER remains my top holding. $UBER is uniquely positioned at the intersection of the digital & physical world Lets break down the thesis 🧡"
X Link 2024-03-10T12:13Z [---] followers, [---] engagements

"Massive UBER ONE potential $UBER ONE is a membership in which consumers pay monthly to get discounts on rides & food paired with free delivery similar to $AMZN Prime. Strengthening the moat on delivery as once signed up $UBER is the go to platform Vs $DASH $JET & others as the consumer will have free delivery through the membership and wouldnt even consider other platforms. Just like $AMZN prime Users will see the benefit to paying for $UBER one in the money saved on free delivery & discounted travel Whilst subconsciously using the Service more with the thought in mind of free delivery on"
X Link 2024-03-10T12:13Z [---] followers, [--] engagements

"Infinite runway in Mobility $UBER is continuing to grow consumers in mature markets which they are already the market leaders therefore strengthening the Moat & boosting revenue. This is paired with aggressive growth in markets which $UBER is not yet a Verbleading to a global TAM. Operating in over [--] countries & are the market leader in the [--] main countries they operate in. Growing at a fast pace +32% YoY in Gross bookings"
X Link 2024-03-10T12:13Z [--] followers, [--] engagements

"Delivery keeps Delivering. $UBER delivery platform UBER Eats is showing strong continued growth which shows only upwards progression once again this is in a truly global TAM which only a small % has been conquered so far. Entering new avenues such as grocery & retail has massive potential on a large scale but even more so in the local area with small businesses which same day deliveries do not occur brining $AMZN delivery potential to everybody. Acceleration in top line & margin expansions capturing more merchants & consumers"
X Link 2024-03-10T12:13Z [--] followers, [--] engagements

"$UBER & Autonomous vehicles Leading AV companies such as Waymo & Motional are choosing $UBER as the best platform to bring AVs to market. Then we have Zero emission Vehicles when you hear EV you think $TSLA & rightly so however $UBER is massive here too with the worlds largest ZEV rideshare platform As the world is heading towards EV & needed sustainability $UBER has the network in place with more than [------] Monthly Active Zero Emissions Vehicles & are large adapters of EV going electric 7x quicker than regular motorists. This is good for business too as 54% of GEN Z report being willing to"
X Link 2024-03-10T12:13Z [--] followers, [--] engagements

"Advertising Ecosystem $UBER advertising ecosystem has potential for incredible margins as we have seen from advertising behemoths such as $META & $GOOGL Uber has built the infrastructure to obtain the best information pool on people in specific areas - large scale countries and smaller local areas to utilise the most efficient advertising systems. $UBER ads offer: Sponsored listings Ads in search Merchant offers CPG ads Ads is in early stage but already showing 8x average return on Ad spend for the merchant"
X Link 2024-03-10T12:13Z [--] followers, [---] engagements

"S&P [---] inclusion & Profitability $UBER has been added to the S&P [---] which forces institutional investing which we have seen in the recent rise +27% in last 3months since added this will continue as long as UBER continues to perform. $UBER is now profitable which attracts a whole new demographic of investors who only invest in profitable companies"
X Link 2024-03-10T12:13Z [--] followers, [--] engagements

"Total travel app beyond Cars $UBER is known for its taxi services but the App now is a true total travel app offering: Taxi Train Flights Boats Reservation trips Rent a car Coach $UBER will become the all in one essential travel app everybody uses"
X Link 2024-03-10T12:13Z [--] followers, [--] engagements

"Interesting thoughts on Apple & CAVA today @playingftseshow $AAPL makes sense but think $GOOGL is better value price wise out the two $CAVA sounds very interesting & greek food is lovely id like to try CAVA very high potential just [----] is very far out for a thesis thats all good episode"
X Link 2024-03-11T12:42Z [--] followers, [--] engagements

"Donald Trump really sent $META stock tanking πŸ“‰LMAO πŸ˜‚πŸ˜‚ might buy some more later"
X Link 2024-03-11T15:10Z [--] followers, [--] engagements

"Outsiders hated on $PLTR at $7 but now are interested at $26. Media reported down on Palantir But in the background institutional investment increased by 42%. All that really changed in this time was the price but news always follows the stock price. If the stock falls 50% tomorrow they will all be back hating on $PLTR 🫠"
X Link 2024-03-11T15:21Z [---] followers, [--] engagements

"@Uber High level comfort zero emissions taxis πŸ”‹travel in style & efficient for the environment. Future looks bright πŸ”₯ $UBER $TSLA"
X Link 2024-03-12T15:49Z [--] followers, [---] engagements

"Imagine a world one day $UBER & $TSLA partnership FSD taxi ecosystem haha could it be the future I dont see this thesis but its a fun thought Comfort Electric has arrived in NYC βš‘πŸ’« https://t.co/XjmYv0AFOW Comfort Electric has arrived in NYC βš‘πŸ’« https://t.co/XjmYv0AFOW"
X Link 2024-03-12T15:52Z [--] followers, [--] engagements

"@TheDividendDog Very good dividend yield to collect whilst you wait for price appreciation too"
X Link 2024-03-12T21:35Z [--] followers, [--] engagements

"@arny_trezzi $PLTR"
X Link 2024-03-13T08:50Z [--] followers, [---] engagements

"@DvdndDiplomats $SBUX as well & i am looking into $V regularly also but do not own"
X Link 2024-03-13T12:45Z [--] followers, [---] engagements

"A important lesson to remember with investing is DO NOT be anchored to your original buy price. For example the first time i deployed capital into $PLTR $META $UBER the buys were @ $PLTR : $7 $META: $118 $UBER: $36 HOWEVER this doesnt mean these are my average prices why Because share count is far more important than Initial entry point in the long term. Having the lowest buy price in your account looks cool but having a bigger share count will reward you much more in the long run as investments compound. Continue to add to your winners over time"
X Link 2024-03-13T13:07Z [--] followers, [---] engagements

"@TheLongInvest Dont own it personally but i do like $SQ and would own it dont think valuation is crazy at the moment all things considered"
X Link 2024-03-13T13:15Z [--] followers, [---] engagements

"@CCM_Brett What are your thoughts on $SQ If you dont mind (in depth thoughts or just quickly up to you)"
X Link 2024-03-13T15:22Z [--] followers, [--] engagements

"Enphase Energy is one volatile stock but this business is good. For this reason i only aim to keep $ENPH around 3% in the portfolio & you do need good temperament to hold such a volatile stock. That being said it has run up to about 7% of the portfolio through growth & added to once when $ENPH dipped about 10% in a day. However i do not believe in trimming positions personally i would rather build out existing positions in a way to rebalance Or add a new position in from the watchlist"
X Link 2024-03-13T19:06Z [--] followers, [--] engagements

"Which high street Coffee do you prefer Starbucks or Costa or others Tend to prefer the Costa product personally $KO $SBUX $MCD"
X Link 2024-03-14T17:58Z [--] followers, [---] engagements

"Cant blame you its been on my watchlist a while just been put off since i didnt pull the trigger around [---] either way i still think youll do well over the long term with $AXP quality brand with a niche on the upper market & all in one closed loop payment system with the best transaction margins. Congrats πŸ€™πŸΌ"
X Link 2024-03-15T10:27Z [---] followers, [--] engagements

"As its Friday & the markets will soon close i will quickly recap my actions this week. A new edition to the portfolio was added this was $NU i will go into further detail why in the next days I also strengthened positions in Starbucks $SBUX Diegeo $DGE Palantir $PLTR"
X Link 2024-03-15T10:30Z [--] followers, [---] engagements

"Some important $PLTR points Special founder & CEO Very high margins (80% Gross) No debt - a perfect balance sheet Highly scalable software & SaaS Can be integrated into any organisation& improve said organisation Unlimited TAM A disrupter Think carefully you have seen this story before & the handful of companies in which this story replicates. One comes to mind clearly but the is a few. Take the time to research $PLTR & make your own decision"
X Link 2024-03-16T10:21Z [--] followers, [---] engagements

"I really wasnt going to talk about the shorting $TSLA situation (You know who) but the more i think about it the more frustrating it is. When you have such a large audience you shouldnt be allowed to act in this way to tell people $TSLA at ATH is going to $800 & if it falls in half you would double down your position buying more however when it does drop you actually short the position even though $TSLA as a business has improved since then You lose trust & credibility but more importantly you lose people money. You can say not financial advice all you like but when your audience is so large"
X Link 2024-03-16T11:31Z [--] followers, [--] engagements

"@SteveWagsInvest $UBER at 15%"
X Link 2024-03-16T15:54Z [---] followers, [---] engagements

"@DividendDynasty id personally say buy $SBUX hold $MCD sell $PEP (I Hold $KO so sell $PEP)"
X Link 2024-03-17T06:46Z [--] followers, [---] engagements

"Every now & then in investing you come across ideas which just make sense for me $NU is one of these situations. This why is invested into $NU at the start of this past week making it the newest position in my portfolio (5%) The growing machine that is $NU operating in a growing economy is the leading digital bank in Brazil being able to boast having 53% of adult Brazilian population being users wow that's an impressive stat. They are now on a mission to conquer Mexico & Columbia next. I believe that Fintechs will be a winning industry over the next decade as the world becomes more cashless"
X Link 2024-03-17T09:23Z [---] followers, [---] engagements

"@presidential01 I own $NU"
X Link 2024-03-17T14:25Z [--] followers, [---] engagements

"@ftr_investors @7LukeHallard @atmosinvest @StockSavvyShay @TickerSymbolYOU @MihaiDoho @wolfofharcourt @KarlsenHenrik @EricFlaningam @Quality_stocksA @Stock_Inf0 $FTNT $PANW $CRWD for me little concern with others i think the is a chance the others will have Moat issues in the future"
X Link 2024-03-17T15:29Z [---] followers, [---] engagements

"@Couch_Investor Yeah i wanted Liverpool to go through personally to give them something else to think about in the title run in (Arsenal Fan)"
X Link 2024-03-17T19:07Z [--] followers, [--] engagements

"@amitisinvesting Be very interesting if $NKE sold off further on earnings. Would get tempting from here"
X Link 2024-03-17T19:09Z [--] followers, [---] engagements

"@amitisinvesting Which podcast I own $UBER & $PLTR heavily in my portfolio I also appreciate $CRWD & $AMD id like to see this podcasts thoughts"
X Link 2024-03-17T21:06Z [--] followers, [---] engagements

"Interesting not seen someone use Google music before how is the interface But yeah id say Spotify has the best interface clearly and music algorithm for finding what you like i more so use it for podcasts tbh & its far far better than Apple Podcasts & i hear it has the best analytics for creators also audiobooks now once that happened i cancelled my audble subscription & get everything in one πŸ˜„"
X Link 2024-03-18T19:42Z [--] followers, [--] engagements

"$HOOD would really struggle to dislodge trading212 over here & even legacy platforms like HL in which especially older people know & trust but this doesnt seem realised. From what i have seen the $HOOD user interface doesnt seem any better than Trading212 anyway let alone no ISA"
X Link 2024-03-19T17:27Z [--] followers, [--] engagements

"Officially in on $SOFI at todays price below $7. Fingers crossed it stays here for a while to build out the position but with $SOFI volatility who possibly knows. Happy with allocation (just below 5%) but intend to build out over time"
X Link 2024-03-19T18:58Z [--] followers, [---] engagements

"@DvdndDiplomats $PYPL $NU $SOFI"
X Link 2024-03-19T18:58Z [--] followers, [---] engagements

"Added to $NU & added a few extra shares of $PLTR πŸ•°"
X Link 2024-03-19T18:59Z [--] followers, [--] engagements

"One thing that made $MNST a truly all time performer was the ability management had to really understand the target demographic & market the product to their audience creating a loyal customer base. This is something which $SOFI also understands & excels at. This doesnt mean $SOFI will have $MNST returns but its a positive sign I really like & is a big reason for the aggressive member growth & sticky products"
X Link 2024-03-20T18:59Z [---] followers, [--] engagements

"@StockSavvyShay Good post i agree i own $PYPL $SOFI $PLTR & $ENPH personally & have looked into some others on this list also The point on $ENPH is so true they really do stand in their own league many see it as a hype stock but when you dig into the fundamentals it is impressive"
X Link 2024-03-21T11:47Z [---] followers, [----] engagements

"$UBER Revenue broken down by region & CAGR So much market share to still obtain & catch up to US & Canada dominance"
X Link 2024-03-22T18:57Z [---] followers, [--] engagements

"In [----] $UBER Total take rate was 20% Today in [----] the number is 27%. Widening Margins whilst widening the Moat"
X Link 2024-03-22T19:07Z [---] followers, [--] engagements

"@BradoCapital $UBER is my biggest position in my portfolio around 14/15% Very long term play. Strong believer in uber"
X Link 2024-03-22T21:50Z [---] followers, [--] engagements

"@OwlWealthy @stockcardhq Nice portfolio My top [--] positions are actually $UBER $META $PLTR so some good crossover $ABNB is a watchlist stock also"
X Link 2024-03-22T22:01Z [---] followers, [--] engagements

"@DividendDudeYT $MSFT & $PLTR these two stand in a league of their own when it comes to AI with $NVDA also but i dont own that. Also own $META"
X Link 2024-03-23T06:54Z [---] followers, [--] engagements

"@StockSavvyShay These [--] would make a πŸ”₯ portfolio i agree mostly with the picks although i have to say i feel the other [--] would outperform $TSLA. However i am not a Tesla Expert to be sure"
X Link 2024-03-23T11:40Z [---] followers, [----] engagements

"$SOFI has to be one of if not the best Risk to Reward opportunities in the market today. I have watched this one from the sides for a while whilst learning the fintech space and even though it was never a favourite of mine in this space I couldnt not be involved below $7 Great management also"
X Link 2024-03-23T12:20Z [---] followers, [---] engagements

"@StockMarketNerd $UBER is largest position for me"
X Link 2024-03-23T16:32Z [---] followers, [---] engagements

"$S is good but honestly its too similar to $CRWD and that is a beast you dont want to mess with in my opinion. Doesnt mean $S Cant succeed massively they could but its likely this sector of Cybersecurity is a winner takes all field and id have to bet on $CRWD. Just my opinion guys πŸ€™πŸΌ"
X Link 2024-03-23T16:36Z [---] followers, [--] engagements

"@LDiscernment The low & grow method with issuing credit they deploy is reassuring many banks could take notes from $NU"
X Link 2024-03-23T23:25Z [---] followers, [---] engagements

"@TheDividendDog You never see an empty line at any $SBUX & that wont change any time soon"
X Link 2024-03-23T23:29Z [---] followers, [---] engagements

"Interesting fun chat on @chitchatstocks podcast about if you couldnt invest in US companies which market would you invest in The easy answer for me was UK A more fun thought was Netherlands i could long term DCA into $ADYEN & $ASML + some others & probably do wellπŸ€·β™‚ UK just because i live here & understand the market & the higher quality shareholder friendly companies"
X Link 2024-03-25T18:29Z [---] followers, [---] engagements

"@DividendDynasty Yeah ive been adding $SBUX here it seems an obvious buy cant imagine a world without starbucks. every lines always busy and ultimately i dont see people drinking less starbucks 5years out from here. Valuation seems fair to me"
X Link 2024-03-25T20:46Z [---] followers, [----] engagements

"@DividendDudeYT $META for me"
X Link 2024-03-25T20:49Z [---] followers, [---] engagements

"Just had my $META dividend dropped into my account never thought id say that a year ago πŸ˜‚πŸ˜‚"
X Link 2024-03-26T12:52Z [---] followers, [--] engagements

"Reasons why $UBER Multi bags from here. [--]. Total travel app with continuous expansion. Moat is already established whilst TAM is global & has large run way. [--]. Total same day local delivery platform. (Fast food grocery retail) [--]. UBER ONE membership is $AMZN Prime esque [--]. Leadership- Travis Kalanick was the right guy to propel UBER to what it became But Dara khosrowshahi is the perfect leader for the next phase of $UBER as we have seen since his takeover in [----] [--]. Autonomous Vehicles=improved margins [--]. Deep data information pool to allocate into $UBER advertising ecosystem leaves gigantic"
X Link 2024-03-26T17:14Z [---] followers, [--] engagements

"@ValueInvestorAc Interesting to see the mix between ETFs & individual stocks - i like these stocks too mainly $META"
X Link 2024-03-26T18:11Z [---] followers, [---] engagements

"@ftr_investors @7LukeHallard @Couch_Investor @MihaiDoho @Quality_stocksA @Stock_Inf0 @Stock_Opine @StockSavvyShay @simpleinvest01 90% is crazyyyyyyyy"
X Link 2024-03-26T18:15Z [---] followers, [---] engagements

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creator/twitter::BlackCatInvests
/creator/twitter::BlackCatInvests