# ![@CarsonTalkMoney Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1931041720399282176.png) @CarsonTalkMoney Carson

Carson posts on X about $zeta, $crm, $adbe, $sofi the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1931041720399282176/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1931041720399282176/c:line/m:interactions.svg)

- [--] Week [-------] -34%
- [--] Month [-------] +73%
- [--] Months [---------] +1,345%

### Mentions: [---] [#](/creator/twitter::1931041720399282176/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1931041720399282176/c:line/m:posts_active.svg)

- [--] Week [---] -53%
- [--] Month [-----] +12%
- [--] Months [-----] +1,085%

### Followers: [-----] [#](/creator/twitter::1931041720399282176/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1931041720399282176/c:line/m:followers.svg)

- [--] Week [-----] +0.68%
- [--] Month [-----] +18%
- [--] Months [-----] +704%

### CreatorRank: [-------] [#](/creator/twitter::1931041720399282176/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1931041720399282176/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  67.49% [technology brands](/list/technology-brands)  46.05% [finance](/list/finance)  37.92% [cryptocurrencies](/list/cryptocurrencies)  #4655 [fashion brands](/list/fashion-brands)  4.74% [exchanges](/list/exchanges)  #3639 [automotive brands](/list/automotive-brands)  1.13% [countries](/list/countries)  0.45% [currencies](/list/currencies)  0.23%

**Social topic influence**
[$zeta](/topic/$zeta) #29, [$crm](/topic/$crm) #28, [$adbe](/topic/$adbe) #20, [$sofi](/topic/$sofi) #55, [stocks](/topic/stocks) #1564, [$grab](/topic/$grab) #11, [meta](/topic/meta) 11.29%, [$meta](/topic/$meta) #218, [$now](/topic/$now) #102, [$amd](/topic/$amd) #95

**Top accounts mentioned or mentioned by**
[@bigbobinvests](/creator/undefined) [@bagholderiq](/creator/undefined) [@ricktheslick67](/creator/undefined) [@longgameequity](/creator/undefined) [@elneneloco813](/creator/undefined) [@r1chardmaur1ce](/creator/undefined) [@thismymoniker](/creator/undefined) [@varunrao1105564](/creator/undefined) [@cariloncapital](/creator/undefined) [@louieinvests](/creator/undefined) [@hanscashflow](/creator/undefined) [@lenyquant](/creator/undefined) [@ron_trades](/creator/undefined) [@compounding365](/creator/undefined) [@joshvir001](/creator/undefined) [@ildefonsovilar](/creator/undefined) [@ashton1nvests](/creator/undefined) [@bobbyfinancex](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@trdetoscale](/creator/undefined)

**Top assets mentioned**
[ZetaChain (ZETA)](/topic/$zeta) [Salesforce Inc (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [RAI Finance (SOFI)](/topic/$sofi) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Metadium (META)](/topic/$meta) [Now Coin (NOW)](/topic/$now) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Nike Inc (NKE)](/topic/$nke) [PancakeSwap (CAKE)](/topic/$cake) [Ethereum (ETH)](/topic/$eth) [Bitcoin (BTC)](/topic/$btc) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [NuCypher (NU)](/topic/$nu) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [AppLovin Corporation (APP)](/topic/$app) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/$tsla) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [CatCoin (CAT)](/topic/$cat) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apple, Inc. (AAPL)](/topic/$aapl) [Iris Energy Limited (IREN)](/topic/$iren) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Spotify Technology (SPOT)](/topic/$spot)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Here's how much money I spend in December - $52.65 on gas - $116.79 on Angel tree shopping - $100.70 on girlfriends Elf Beauty advent calendar - $29.68 on flowers for my girlfriend - $8.48 on X - $7.75 on McDonalds - $502.64 for Candy and a $500 Lowes gift card - $2.39 on a snack from a vending machine - $2 on an Icee - $8.47 on Dominoes - $51.14 on a secret Santa gift - $45 on Olive Garden - $2.15 on Air for my tires - $21.20 on Chat GPT premium - $16.93 on Dunkin - $27.54 on Cattlemans - $188 on Venmo Total spend- $1183.51 This is by far the most expensive month of my life It's pretty crazy"  
[X Link](https://x.com/CarsonTalkMoney/status/2006049762160579051)  2025-12-30T17:08Z [----] followers, [----] engagements


"I bought [--] stocks today Can you guess which [--] I'll give you a hint it doesn't have a blue X on it"  
[X Link](https://x.com/CarsonTalkMoney/status/2011470346260549870)  2026-01-14T16:07Z [----] followers, [----] engagements


"This is why I'm starting a postion in $ZETA tommrow"  
[X Link](https://x.com/CarsonTalkMoney/status/2013310900103459029)  2026-01-19T18:01Z [----] followers, 50.8K engagements


"What stock are you guys looking to buy next week For me it's $ZETA"  
[X Link](https://x.com/CarsonTalkMoney/status/2015472774270112176)  2026-01-25T17:12Z [----] followers, [----] engagements


"I'm glad $GRAB is up 4.4% today. I have a couple of leaps for my school project so my grade depends on $GRAB Ive got [--] days to finish top [--] in my class and lock in an A. I dont normally buy LEAPS but with only [--] days left Im focused on short term profit. I also made a costly mistake recently. I accidentally exercised an option and lost $12000 (about 1.2% of my account) I didn't know how that worked. I just wanted to buy to close my contract :( https://twitter.com/i/web/status/2016180652362588559 https://twitter.com/i/web/status/2016180652362588559"  
[X Link](https://x.com/CarsonTalkMoney/status/2016180652362588559)  2026-01-27T16:05Z [----] followers, [----] engagements


"I went ahead and bought a small position in $UNH. It's a health care company I think a 20% move is a bit crazy I'm not going to buy it in my personal portfolio but went ahead and bought it for my school simulator I only got [--] days so I'm hoping it will have a reversal in the short term Should I add $UNH inside my stock simulating game Or should I stay away I'm trusting you guys Should I add $UNH inside my stock simulating game Or should I stay away I'm trusting you guys"  
[X Link](https://x.com/CarsonTalkMoney/status/2016218771996790929)  2026-01-27T18:36Z [----] followers, [----] engagements


"@theducksayshi Yeah then I would sell it Use that extra $700 a month youre saving to buy $O $SCHD or some high quality dividends stocks. Those will eventually pay you more than that $1000 a month in cash flow"  
[X Link](https://x.com/CarsonTalkMoney/status/2016243748213063776)  2026-01-27T20:15Z [----] followers, [--] engagements


"Makes sense I own $ADBE but I'm not the biggest fan of $UBER and $NFLX at the moment $UBER- I don't like competing with Waymo Tesla and Amazon. That's also the reason I don't buy the trade desk. Do you not see Waymo taking any market share $NFLX - To much uncertainty with the warner brothers deal but I like it more than $UBER. I think it will do good long term but short term I think there can be a lot more pain https://twitter.com/i/web/status/2016246462351606097 https://twitter.com/i/web/status/2016246462351606097"  
[X Link](https://x.com/CarsonTalkMoney/status/2016246462351606097)  2026-01-27T20:26Z [----] followers, [---] engagements


"Do you guys think $ETH will go on a historic run like Silver Or will crypto/ ETH just stay hated forever RUN IT UP No chance RUN IT UP No chance"  
[X Link](https://x.com/CarsonTalkMoney/status/2016323127806935335)  2026-01-28T01:31Z [----] followers, [---] engagements


"I went ahead and placed a limit order for [--] shares of $ZETA at $20.05 With the FOC meeting we could see some uncertainty so I want to take advantage of the dip Im heading into work now so probably wont check until later"  
[X Link](https://x.com/CarsonTalkMoney/status/2016556780067684496)  2026-01-28T16:59Z [----] followers, [----] engagements


"@SamBruebaker $NKE and $ADBE :)"  
[X Link](https://x.com/CarsonTalkMoney/status/2016903513859592618)  2026-01-29T15:57Z [----] followers, [--] engagements


"@Spike_1567 @QualityInvest5 Yeah that's fair enough is $CSU on the NYSE"  
[X Link](https://x.com/CarsonTalkMoney/status/2016955316038975978)  2026-01-29T19:23Z [----] followers, [---] engagements


"@bigbobinvests This is about to be $ETHA [---] Hopefully this one works out :)"  
[X Link](https://x.com/CarsonTalkMoney/status/2016978000957383088)  2026-01-29T20:53Z [----] followers, [---] engagements


"At least I got my shares a little cheaper today Todays Roth IRA buys - $100 or $VOO - $35 of $VXUS - $15 of $O What do you guys buy in your Roths"  
[X Link](https://x.com/CarsonTalkMoney/status/2017445511935013337)  2026-01-31T03:51Z [----] followers, [---] engagements


"The S&P [---] is up 1.17% this year but I have [--] stocks down over 10% This is a wild market It seems only a couple of stock are falling while stock like $ASML $META and $AMD are rolling Here's my [--] stocks that are down 10+% this year $CRM 18.62% $SOFI 16.93% $GRAB 15.35% $ADBE 12.02% It's pretty funny because these are the stocks I was already buying. So I get them even cheaper I'll drop my projections below https://twitter.com/i/web/status/2017613467750912484 https://twitter.com/i/web/status/2017613467750912484"  
[X Link](https://x.com/CarsonTalkMoney/status/2017613467750912484)  2026-01-31T14:58Z [----] followers, [---] engagements


"What do you guys think I should do Save my money to buy more stocks next week or do a buy on $ETH If I buy $ETH it would probably be between $50-$100. Thats $50-$100 that I could use to buy more $ZETA or $SOFI Its honestly a tough decision"  
[X Link](https://x.com/CarsonTalkMoney/status/2017722951995400504)  2026-01-31T22:13Z [----] followers, [----] engagements


"You are just simply incorrect how much analysis have you done on these companies Adobe $CRM and $PYPL could be true well have to see. Nike has been declining revenue the last year its nothing new its a turn around play How is $CELH overvalued Are you price in there 100+% EPS growth next year $CAKE is up nearly 10% this year 8% is [--] years is crazy lol What is fair value for $SOFI then https://twitter.com/i/web/status/2017801104696701054 https://twitter.com/i/web/status/2017801104696701054"  
[X Link](https://x.com/CarsonTalkMoney/status/2017801104696701054)  2026-02-01T03:24Z [----] followers, [---] engagements


"@ricktheslick67 @DJaramill0010 I dont think I would ever own Core-weave whether Im [--] or [--]. I normally dont buy companies with more debt then cash and Core weave looks terrible I own 90+% growth in my portfolio the only value/dividend plays I have is $NKE and $CAKE"  
[X Link](https://x.com/CarsonTalkMoney/status/2017808280215531667)  2026-02-01T03:52Z [----] followers, [--] engagements


"I love the first of the month Interest today - $16.68 from Sofi - $8.46 from RobinHood - $0.40 from River - $5.69 from Fidelity I will also get a payment from $SGOV next week which will be around $19 This bring my monthly income to $50.23 How much interest did you get paid this month https://twitter.com/i/web/status/2017969018653544943 https://twitter.com/i/web/status/2017969018653544943"  
[X Link](https://x.com/CarsonTalkMoney/status/2017969018653544943)  2026-02-01T14:31Z [----] followers, [---] engagements


"@Ashton_1nvests I like running updates projections on stocks I wish to own and was shocked when I ran $CRM numbers They actually got 2nd place by annualized return so Im going to add more next week $ZETA $CRM and $SOFI were the top three stocks"  
[X Link](https://x.com/CarsonTalkMoney/status/2018012961340612866)  2026-02-01T17:25Z [----] followers, [---] engagements


"Here's an updated look at my net worth - Checking + Savings $7475.64 - $6254.84 - Fidelity Total $35641.88- $38121.38 - $BTC $2818.01- $2710.87 - RobinHood total $65002.32- $65960.35 Total net worth $110937.85- $113047.44 M/M change - +1.90% Not to bad speaking my net worth was down $1500 yesterday Tomorrow is the first of the month so Im planning to update my net worth. Do you guys like seeing those updates I dont want it to come across as flexing; I just genuinely enjoy seeing other peoples net worth updates so its only fair I share mine Tomorrow is the first of the month so Im planning to"  
[X Link](https://x.com/CarsonTalkMoney/status/2018098718596055433)  2026-02-01T23:06Z [----] followers, [---] engagements


"I should get a paycheck worth $1675 on Wednesday night This is how I plan to break it down Guaranteed spending - $150 for my credit card - $250 into $BTC - $290 into my Roth IRA Debatable spending - 5-20 shares of $SOFI - 5-20 shares of $ZETA - 1-2 shares of $CRM - $100-$250 of $ETH - 1-5 shares of $NKE - 20-50 mores shares of $GRAB What do you guys think I should spend my paycheck on https://twitter.com/i/web/status/2018104016127861202 https://twitter.com/i/web/status/2018104016127861202"  
[X Link](https://x.com/CarsonTalkMoney/status/2018104016127861202)  2026-02-01T23:27Z [----] followers, [---] engagements


"@TheStocksKing That's fair enough I love all three of those why not $CRM though I understand $NKE and crypto"  
[X Link](https://x.com/CarsonTalkMoney/status/2018107704711999668)  2026-02-01T23:42Z [----] followers, [---] engagements


"It doesnt look like the pain is done We could fall back under $60000 this week which was the milestone I hit in October This is absolutely BRUTAL I hope you guys got your check books ready this week $NU $SOFI $AMD and $ZETA are all falling massively"  
[X Link](https://x.com/CarsonTalkMoney/status/2018186431240262095)  2026-02-02T04:55Z [----] followers, [----] engagements


"I was exited for more red this is a sleepy market I might not buying anything today I was really hoping $SOFI $CRM and $ZETA would fall more Are you guys buying today or just holding We got a busy week of earnings I think it might be better to wait till Thursday-Friday to buy Thats my game-plan for now https://twitter.com/i/web/status/2018330376343568481 https://twitter.com/i/web/status/2018330376343568481"  
[X Link](https://x.com/CarsonTalkMoney/status/2018330376343568481)  2026-02-02T14:27Z [----] followers, [---] engagements


"Yes sir $META is easily one of the best buys in the market Im surprised it took you this long to buy some their as wide moat as they come I dont think another social media app is going to get 3+ billion users in our lifetime I also have been building me and my girlfriend $META position we own just below [--] shares now https://twitter.com/i/web/status/2018333907557433595 https://twitter.com/i/web/status/2018333907557433595"  
[X Link](https://x.com/CarsonTalkMoney/status/2018333907557433595)  2026-02-02T14:41Z [----] followers, [----] engagements


"The three amigos of pain are continue to trend down $PYPL $ADBE and $CRM have been by far the hardest stock to buy/hold I honestly think they are down 80+% of trading days which is INSANE This be said I feel great about $CRM and $ADBE long term I honestly will likely add more $CRM this week $PYPL is the one I'm worried about. If it doesn't impress me with quarter they are gone I like $ZETA $SOFI $BTC $CRM and $META to much to hold them I'll let you guys know what I decide to do Tuesday night I'll make a post breaking down the entire report https://twitter.com/i/web/status/2018400233739227514"  
[X Link](https://x.com/CarsonTalkMoney/status/2018400233739227514)  2026-02-02T19:04Z [----] followers, [----] engagements


"The Carson Fund was rolling today I was scared I was going to fall back to $60000 today but we turned it around :) Carson Fund 0.76% Nasdaq 0.56% S&P [---] 0.54% Biggest winners - $AMD 4.03% - $GRAB 2.56% - $NU 2.03% - $GOOG 1.88% - $AMZN 1.53% Biggest losers - $SOFI 3.2% - $CELH 2.21% - $META 1.41% How did you guys do today https://twitter.com/i/web/status/2018519687487775166 https://twitter.com/i/web/status/2018519687487775166"  
[X Link](https://x.com/CarsonTalkMoney/status/2018519687487775166)  2026-02-03T02:59Z [----] followers, [---] engagements


"What do you guys think I will do with my $PYPL position after earnings Sell Hold Trim Sell Hold Trim"  
[X Link](https://x.com/CarsonTalkMoney/status/2018534309573906887)  2026-02-03T03:57Z [----] followers, [----] engagements


"@AntoniusEmporos What were your biggest winners and losers today"  
[X Link](https://x.com/CarsonTalkMoney/status/2018539823225766160)  2026-02-03T04:19Z [----] followers, [--] engagements


"@AntoniusEmporos Very interesting I have never heard of any of those companies what do they do"  
[X Link](https://x.com/CarsonTalkMoney/status/2018540803325653025)  2026-02-03T04:23Z [----] followers, [--] engagements


"I have decided to sell my entire $PYPL position can it go up long term sure but Im not waiting around to find out I believed in Alex Chris I was wrong. Not ever investment I make will be great and I admit when a investment fail Between me and my girlfriends account we will be able to write off $1500 in losses which will help us with taxes in [----] This is why I sold - Revenue ❌ - EPS ❌ - Users ❌ - FCF ❌ - Guidance ❌❌❌❌❌❌❌❌❌ This was one of the worst quarter I have seen in my entire life if I had to grade it it would be an F The only decent think is this report was TPV growing buts thats it Is"  
[X Link](https://x.com/CarsonTalkMoney/status/2018673767497490726)  2026-02-03T13:11Z [----] followers, [----] engagements


"@WillBiddy_ No it was TERRIBLE one of the worst reports I have read in my life I would grade it a F the only good thing was TPV increasing I thought they would grow 12+% EPS next year they are projecting negative growth What did you see that made it not that bad"  
[X Link](https://x.com/CarsonTalkMoney/status/2018675167958823310)  2026-02-03T13:17Z [----] followers, [---] engagements


"@ok198483 I think Im going to buy more $SOFI $CRM and $ZETA I might also add more $META well have to see"  
[X Link](https://x.com/CarsonTalkMoney/status/2018680854935966082)  2026-02-03T13:39Z [----] followers, [---] engagements


"Todays moves Sold - 100% of my $PYPL position Buys - [--] share of $CRM - [--] shares of $NKE - [----] shares of $META - [--] shares of $GRAB - [--] shares of $SOFI - [--] shares of $ZETA Thoughts on the moves"  
[X Link](https://x.com/CarsonTalkMoney/status/2018693249314005336)  2026-02-03T14:29Z [----] followers, [----] engagements


"@RTitre340 Yep I went ahead and added to [--] different stocks with the proceeds 1) $META 2) $ZETA 3) $CRM 4) $GRAB 5) $SOFI 6) $NKE"  
[X Link](https://x.com/CarsonTalkMoney/status/2018715579792691248)  2026-02-03T15:57Z [----] followers, [---] engagements


"With me selling $PYPL and freeing up some cash should I add extra to $BTC or just stick to stocks I have [--] stocks I want to add to at the moment - $NKE - $SOFI - $META - $GRAB - $ZETA - $CRM - $ADBE"  
[X Link](https://x.com/CarsonTalkMoney/status/2018721448337059884)  2026-02-03T16:21Z [----] followers, [----] engagements


"@Ashton_1nvests Yeah absolutely brutal I think my loss was around the same % wise I ended up buying [--] stocks with the proceeds 1) $META 2) $ZETA 3) $CRM 4) $GRAB 5) $NKE 6) $SOFI"  
[X Link](https://x.com/CarsonTalkMoney/status/2018727437006483745)  2026-02-03T16:45Z [----] followers, [---] engagements


"Welp this is my worst day since liberation day but at least my paycheck hits tomorrow I honestly will most likely just split it up between $ZETA $CRM $ADBE $GRAB and $SOFI Those all look AMAZING"  
[X Link](https://x.com/CarsonTalkMoney/status/2018759840898953549)  2026-02-03T18:53Z [----] followers, [----] engagements


"@R1chardMaur1ce I just prefer to DCA I don't really care to time the bottom its a tough game to play Do you only buy stocks based on these charts"  
[X Link](https://x.com/CarsonTalkMoney/status/2018767064257720545)  2026-02-03T19:22Z [----] followers, [---] engagements


"@QualCompounders Yes sir I sold $PYPL so I split it between [--] stocks I own $META $CRM $SOFI $GRAB $ZETA and $NKE"  
[X Link](https://x.com/CarsonTalkMoney/status/2018785750314328497)  2026-02-03T20:36Z [----] followers, [---] engagements


"BRUTAL day SAAS got killed so that brought the portfolio down Nasdaq 1.43% S&P [---] 0.84% Carson Fund 2.96% Biggest winners - $CAKE 2.08% - $NU 0.06% Biggest losers - $ADBE 7.31% - $CRM 6.85% - $ZETA 5.14% - $GRAB 3.17% - $ASML 3.16% How did you guys do today https://twitter.com/i/web/status/2018802706022908023 https://twitter.com/i/web/status/2018802706022908023"  
[X Link](https://x.com/CarsonTalkMoney/status/2018802706022908023)  2026-02-03T21:44Z [----] followers, [----] engagements


"@dividendology Easily SAAS companies I like $ZETA $CRM and $ADBE"  
[X Link](https://x.com/CarsonTalkMoney/status/2018848950166737280)  2026-02-04T00:47Z [----] followers, [----] engagements


"We will start with their Quarterly results Revenue 34% Gross profit 44% Gross margin [--] basis points Expenses 27% (Well below Revenue) Net income 213% EPS 217% This is just simply amazing"  
[X Link](https://x.com/CarsonTalkMoney/status/2018861092601254299)  2026-02-04T01:36Z [----] followers, [---] engagements


"Let's see how they did compared to analyst Revenue beat by $0.21 EPS beat by $630 million The only "negative" is they are only projecting 32% revenue growth for Q1 [----] vs 33.8% this quarter This is not a problem since Lisa Su commonly sandbags the numbers I personally think they will grow closer to 33% which is still great growth https://twitter.com/i/web/status/2018861095373390026 https://twitter.com/i/web/status/2018861095373390026"  
[X Link](https://x.com/CarsonTalkMoney/status/2018861095373390026)  2026-02-04T01:36Z [----] followers, [---] engagements


"Every segment was booming besides Embedded Data center revenue for the quarter 39% Data center revenue for the year 32% This shows a clear acceleration in data centers which is GREAT for $AMD long term Client segment revenue 34% Gaming segment revenue 50%"  
[X Link](https://x.com/CarsonTalkMoney/status/2018861097697087655)  2026-02-04T01:36Z [----] followers, [---] engagements


"Now its time to talk about Embedded This is easily AMDs slowest-growing segment and thats not a surprise. Capital is flowing to GPUs and AI infrastructure not embedded systems. That doesnt make Embedded bad it just not doing great right now I think this could change as interest rates go lower and AI hype cools down but I expect slower growth in the upcoming quarter The good news is Embedded is pretty profitable and will continue to give a good amount of net income to $AMD I'll drop you a chart below to show how flat the revenue has been https://twitter.com/i/web/status/2018861100389835158"  
[X Link](https://x.com/CarsonTalkMoney/status/2018861100389835158)  2026-02-04T01:36Z [----] followers, [---] engagements


"I talked about this earlier but here's the guidance I just wanted to use this to show you the evaluation and tell you why $AMD is down 8% after hours"  
[X Link](https://x.com/CarsonTalkMoney/status/2018861102709485759)  2026-02-04T01:36Z [----] followers, [---] engagements


"Analyst want $AMD to grow to revenue in [----] to $45 billion meaning $10 billion is not great I think Wall street wanted this number to $10.5 which is why it's being sold off I personally think this is short sided but I'm not worried for $AMD long term"  
[X Link](https://x.com/CarsonTalkMoney/status/2018861105582633223)  2026-02-04T01:36Z [----] followers, [---] engagements


"Right now $AMD is trading at a [----] price to sales while $NVDA is at over a [--] This is part of the reason I think $AMD will do so well with the MI450 series. These high end GPU have insane profit margins which will allow the price to sales to expand If $AMD traded at the same price to sales as $NVDA it would be nearly a trillion dollar company https://twitter.com/i/web/status/2018861108346695812 https://twitter.com/i/web/status/2018861108346695812"  
[X Link](https://x.com/CarsonTalkMoney/status/2018861108346695812)  2026-02-04T01:36Z [----] followers, [---] engagements


"If SAAS companies weren't so cheap I would actually buy more $AMD. It's already my largest position but when your going to execute like that I want to own as much as possible I would love to buy some some $AMD in my girlfriend account but we'll see if I pull the trigger"  
[X Link](https://x.com/CarsonTalkMoney/status/2018861113031463279)  2026-02-04T01:36Z [----] followers, [---] engagements


"The issue is so many stocks are buys right now I have actually been buying more stocks recently then in April I'll show you every stock I would happily buy more of today 1) $AMD 2) $META 3) $CRM 4) $NKE 5) $ADBE 6) $SOFI 7) $GRAB 8) $ZETA"  
[X Link](https://x.com/CarsonTalkMoney/status/2018861114868760931)  2026-02-04T01:36Z [----] followers, [---] engagements


"@Gregwill1985 I like it $ZETA and $SOFI got a lot of the capital but all of SAAS looks great IMO"  
[X Link](https://x.com/CarsonTalkMoney/status/2018862395188236617)  2026-02-04T01:41Z [----] followers, [---] engagements


"@Gregwill1985 I hope SAAS keeps falling I will happily buy some more If I could get to [--] shares of $CRM [--] shares of $ADBE and [---] shares of $ZETA that would be amazing"  
[X Link](https://x.com/CarsonTalkMoney/status/2018862627884286311)  2026-02-04T01:42Z [----] followers, [---] engagements


"@ricktheslick67 @HolySmokas He has had a couple of bad picks but so does everyone. Overall I think he does a pretty good job I watch nearly every one of his videos He's the one I learned about $AMD from"  
[X Link](https://x.com/CarsonTalkMoney/status/2018862838056362478)  2026-02-04T01:43Z [----] followers, [--] engagements


"@goooonnney Yeah I lost around 20% but I can write it off on my taxes so I'm not super upset. The stocks I would have bought with that money have been doing just as bad lol $GRAB $CRM and $ADBE have all be getting killed"  
[X Link](https://x.com/CarsonTalkMoney/status/2018863326634144211)  2026-02-04T01:45Z [----] followers, [---] engagements


"@bigbobinvests You want to buy $PYPL"  
[X Link](https://x.com/CarsonTalkMoney/status/2018867641478177258)  2026-02-04T02:02Z [----] followers, [--] engagements


"@bigbobinvests Yeah it was a beast of a quarter Did you post your $NVDA buy I'm curious how big of a position you want to make it"  
[X Link](https://x.com/CarsonTalkMoney/status/2018867956193653174)  2026-02-04T02:03Z [----] followers, [--] engagements


"@bigbobinvests Yeah I agree this is how I would rank the mag [--] on my buy list 1) $META 2) $AMZN 3) $NVDA 4) $MSFT 5) $GOOG 6) $AAPL 7) $TSLA"  
[X Link](https://x.com/CarsonTalkMoney/status/2018870145062768961)  2026-02-04T02:12Z [----] followers, [---] engagements


"@elneneloco813 You like $GOOG more than $AMZN and $NVDA I feel like they are pretty expensive I actually trimmed to buy more $META last week"  
[X Link](https://x.com/CarsonTalkMoney/status/2018871116178346435)  2026-02-04T02:15Z [----] followers, [---] engagements


"@Ashton_1nvests Why do you like them better than $META"  
[X Link](https://x.com/CarsonTalkMoney/status/2018871637949423815)  2026-02-04T02:18Z [----] followers, [---] engagements


"@whois99capital Your bearish on $META How are you bearish on them"  
[X Link](https://x.com/CarsonTalkMoney/status/2018874246466765296)  2026-02-04T02:28Z [----] followers, [---] engagements


"Is this why $AMD is down 8% after hours"  
[X Link](https://x.com/CarsonTalkMoney/status/2018874745136242839)  2026-02-04T02:30Z [----] followers, [----] engagements


"This also highlights the importance of diversification My Roth IRA 2.26% My Carson Fund 0.49% Nasdaq 0.08% S&P [---] 0.87% My Roth IRA is a lot more safe and houses one of my biggest winner YTD $O The Carson Fund is down around $4000 from all time highs Absolutely brutal It gets even worse when you realize that was only a week ago $CRM $ADBE $GRAB $PYPL $ETH $AMD and basically everything else is red in the last [--] days This is the part about investing no one https://t.co/PQyKgVftNX The Carson Fund is down around $4000 from all time highs Absolutely brutal It gets even worse when you realize that"  
[X Link](https://x.com/CarsonTalkMoney/status/2018878662817567049)  2026-02-04T02:45Z [----] followers, [----] engagements


"@ricktheslick67 @HolySmokas That was 123% again I am actually think about buying more though. I just think SAAS is a better buy at todays prices"  
[X Link](https://x.com/CarsonTalkMoney/status/2018880163375903012)  2026-02-04T02:51Z [----] followers, [--] engagements


"@Sean_invests Yes sir No one on X talks about dividend stocks but it's mainly because we haven't seen a bear market in a while. I respect people that buy $O and $SCHD @SCHDaccumulator and @RealtyStacker are both great"  
[X Link](https://x.com/CarsonTalkMoney/status/2018880435267236065)  2026-02-04T02:52Z [----] followers, [---] engagements


"@ricktheslick67 It depends on the market but it's possible. This is assuming me and my girlfriends net worth at a 12% interest rate over the next [--] years Assuming a 4% withdraw rate that's $60000 a year we live in the Midwest we can easily live on that"  
[X Link](https://x.com/CarsonTalkMoney/status/2018881220164108666)  2026-02-04T02:56Z [----] followers, [--] engagements


"@ambitious_luis Why $METS at [--] Thats crazy to me"  
[X Link](https://x.com/CarsonTalkMoney/status/2018886456920449518)  2026-02-04T03:16Z [----] followers, [--] engagements


"They are the 2nd fast growing mag [--] by revenue and EPS but are are the cheapest by the PE ratio. They are still growing user 7+% and they are beginning to monetize threads and What's App. Those alone make this company a buy IMO That's not even talking about how AI will benefit them in the future the Upside is great IMO https://twitter.com/i/web/status/2018888933933756753 https://twitter.com/i/web/status/2018888933933756753"  
[X Link](https://x.com/CarsonTalkMoney/status/2018888933933756753)  2026-02-04T03:26Z [----] followers, [--] engagements


"@MeechInvesting Solid list I own the top three so I feel good :) why do you have $AMZN and $GOOG over $META"  
[X Link](https://x.com/CarsonTalkMoney/status/2018905090854101276)  2026-02-04T04:30Z [----] followers, [---] engagements


"@BobbyFinanceX Yeah its brutal I feel like $CRM $ADBE $ZETA and $GRAB are down 2%-3% per day Today was even worse Im happy to get paid tomorrow theres a lot of good opportunities right now"  
[X Link](https://x.com/CarsonTalkMoney/status/2018907143760699513)  2026-02-04T04:39Z [----] followers, [---] engagements


"@FUM_Investors The fundamentals were really solid before this most recent quarter I would have graded last quarter a A- report Accelerated revenue grew FCF and EPS It looked great then this quarter was absolutely terrible I got no clue what happen but Im glad to be out now"  
[X Link](https://x.com/CarsonTalkMoney/status/2018908395999523134)  2026-02-04T04:44Z [----] followers, [--] engagements


"Thank you 🙏 I appreciate the support My goal is to be as transparent as possible and inspire my fellow young individuals to buy their first stocks That one decision can change your life forever Thats why its important I make time for X I dont really do it for the money. Im in school full time and work full time I definitely could use some extra time but I get great fulfillment from helping others Every message I get asking me for advice makes all the the long hours worth it https://twitter.com/i/web/status/2018909560790978709 https://twitter.com/i/web/status/2018909560790978709"  
[X Link](https://x.com/CarsonTalkMoney/status/2018909560790978709)  2026-02-04T04:48Z [----] followers, [--] engagements


"$AMD is now down nearly 10% I thought it was great earnings and will continue to hold is anyone selling at $220 today $AMD is my largest holding so I'll give you guys my thoughts on earnings https://t.co/f1qV3L29Gw $AMD is my largest holding so I'll give you guys my thoughts on earnings https://t.co/f1qV3L29Gw"  
[X Link](https://x.com/CarsonTalkMoney/status/2019039394121044194)  2026-02-04T13:24Z [----] followers, [----] engagements


"The Carson fund is now below $60000 I'm glad it's pay day today $ZETA $AMD $ADBE $CRM and $SOFI are all falling hard I think I'll buy some more $SOFI and $ZETA today :)"  
[X Link](https://x.com/CarsonTalkMoney/status/2019054989247672678)  2026-02-04T14:26Z [----] followers, [----] engagements


"@frank_invests I try and buy stocks every week regardless of earnings I think I'm going to buy more $ZETA and $SOFI today"  
[X Link](https://x.com/CarsonTalkMoney/status/2019056468750700800)  2026-02-04T14:32Z [----] followers, [---] engagements


"@bigbobinvests I guess not good enough enough but regardless I'm not worried. I think I'm going to buy more $ZETA and $SOFI today"  
[X Link](https://x.com/CarsonTalkMoney/status/2019057752702701868)  2026-02-04T14:37Z [----] followers, [---] engagements


"@Lib3rtyDankmeme I strongly disagree. $ADBE is spending $4.3 billion on R&D you think [--] software engineers and AI can replicate that"  
[X Link](https://x.com/CarsonTalkMoney/status/2019058795343737171)  2026-02-04T14:41Z [----] followers, [--] engagements


"I went ahead and bought [--] stocks today: - [--] shares of $ZETA - [----] shares of $CRM - [----] shares of $ADBE - [----] shares of $META Every day these stocks fall I'll buy more It's pretty simple nothing has changed why would I sell them"  
[X Link](https://x.com/CarsonTalkMoney/status/2019061565492789586)  2026-02-04T14:52Z [----] followers, [----] engagements


"@WheelieInvestor Everything besides $NKE and $CAKE are getting cooked $AMD is my largest holding so it's not great today I did buy [--] more shares of $ZETA though :)"  
[X Link](https://x.com/CarsonTalkMoney/status/2019061978182885780)  2026-02-04T14:54Z [----] followers, [----] engagements


"@bigbobinvests Yep. Now that was a reason to sell that was terrible lol I love the $GRAB buy :)"  
[X Link](https://x.com/CarsonTalkMoney/status/2019064615850668353)  2026-02-04T15:04Z [----] followers, [---] engagements


"@ThisMyMoniker Yeah very brutal day I'm glad I got some cash around :) I went ahead and bought more $META $CRM $ADBE and $ZETA"  
[X Link](https://x.com/CarsonTalkMoney/status/2019064796407107853)  2026-02-04T15:05Z [----] followers, [---] engagements


"The head of the largest AI chip producer is saying SAAS isn't going away but they continue to get killed I wonder if wall street even watches videos like these some one with real experience saying software isn't going anywhere But regardless I'm happy wall street keeps selling them off I'll happily buy some more Give me more $ZETA $CRM and $ADBE Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT Jensen"  
[X Link](https://x.com/CarsonTalkMoney/status/2019072849206485254)  2026-02-04T15:37Z [----] followers, [---] engagements


"@SwingTraderPhiX I have bought more $GRAB $ADBE and $CRM this week How about you"  
[X Link](https://x.com/CarsonTalkMoney/status/2019076839839301957)  2026-02-04T15:53Z [----] followers, [---] engagements


"@WheelieInvestor Ehhhh were twins today Did you add anything else or just $ZETA"  
[X Link](https://x.com/CarsonTalkMoney/status/2019080848151073098)  2026-02-04T16:09Z [----] followers, [---] engagements


"@Ashton_1nvests Yes sir I dont own $OSCR but the rest I hope will do great 🤞 I added more $ZETA today on the dip :)"  
[X Link](https://x.com/CarsonTalkMoney/status/2019081063679545631)  2026-02-04T16:10Z [----] followers, [---] engagements


"The Carson Fund got brutalized today This is my 2nd worst day in history thanks to $AMD Carson fund 3.50% Nasdaq 1.51% S&P [---] 0.51% Biggest winners - $NKE 5.40% - $CAKE 3.34% - $ADBE 2.86% Biggest losers - $AMD 17.31% - $NU 6.07% - $SOFI 4.64% - $ASML 4.07% - $META 3.28% How did you guys do today https://twitter.com/i/web/status/2019241238369595460 https://twitter.com/i/web/status/2019241238369595460"  
[X Link](https://x.com/CarsonTalkMoney/status/2019241238369595460)  2026-02-05T02:46Z [----] followers, [---] engagements


"@frank_invests Very nice Are you going to add more to $PYPL and $AMD I personally sold my entire $PYPL position"  
[X Link](https://x.com/CarsonTalkMoney/status/2019244050327695746)  2026-02-05T02:57Z [----] followers, [---] engagements


"@optionsmaster69 @mattscottcap True but I still think they are great opportunities. $AMD is my largest holding for that reason"  
[X Link](https://x.com/CarsonTalkMoney/status/2019244232738017788)  2026-02-05T02:58Z [----] followers, [--] engagements


"@stockboildown Yeah :( $AMD killed me today too. Are you using leverage"  
[X Link](https://x.com/CarsonTalkMoney/status/2019244999817457847)  2026-02-05T03:01Z [----] followers, [---] engagements


"The software getting distributed is the stupidness narrative since Goggle search getting disrupted. Google search grew 17% this quarter while Wall Street was selling Google down to a [----] PE last year. Wall street has this wrong in my opinion so Ill happily load the boat on software stocks Do you see any large companies canceling software Even AI will use software in the future its a very wrong narrative https://twitter.com/i/web/status/2019247094020620636 https://twitter.com/i/web/status/2019247094020620636"  
[X Link](https://x.com/CarsonTalkMoney/status/2019247094020620636)  2026-02-05T03:09Z [----] followers, [--] engagements


"@NateCompounding I dont think $AMZN would make my top [--] Best Buys right now. I like them but I see much better opportunities right now"  
[X Link](https://x.com/CarsonTalkMoney/status/2019256119173214218)  2026-02-05T03:45Z [----] followers, [---] engagements


"@varunrao1105564 Ehhh I love it I added [--] shares today but will continue to add on the dip Do you own any $ZETA"  
[X Link](https://x.com/CarsonTalkMoney/status/2019273598616350860)  2026-02-05T04:55Z [----] followers, [---] engagements


"Every day Im getting closer to doing a one time buy the problem is $ZETA $SOFI and $GRAB keep getting cheaper :) What do you guys think I should do I added more money to stocks this paycheck but if we fall below $65000 this might be worth an additional $250 buy"  
[X Link](https://x.com/CarsonTalkMoney/status/2019399194386083855)  2026-02-05T13:14Z [----] followers, [----] engagements


"Now were talking This will start to move the Nasdaq and the S&P [---] :) Nasdaq is now down around 6% from all time highs I'm loving this I think $AMZN could become attractive after earnings I don't think it matters what they report wall street only cares about one metric. Cap EX I predict they will fall below $200 after earnings which will make it a very attractive buy How are you guys feeling about $AMZN earnings https://twitter.com/i/web/status/2019420650016846317 https://twitter.com/i/web/status/2019420650016846317"  
[X Link](https://x.com/CarsonTalkMoney/status/2019420650016846317)  2026-02-05T14:39Z [----] followers, [----] engagements


"@bigbobinvests HOLY CRAP I might be buying some more shares today. Hint hint :)"  
[X Link](https://x.com/CarsonTalkMoney/status/2019420846096613545)  2026-02-05T14:40Z [----] followers, [---] engagements


"$AMD is my largest position but it looks JUICY at these prices. I'm not adding yet but will under $180. My cost basis is around $108 so it would be a massive DCA up I couldn't justify holding $PYPL anymore after the earning. When you get rid of guidance for a steady FCF growth machine that's a major red flag https://twitter.com/i/web/status/2019422645083627720 https://twitter.com/i/web/status/2019422645083627720"  
[X Link](https://x.com/CarsonTalkMoney/status/2019422645083627720)  2026-02-05T14:47Z [----] followers, [---] engagements


"@elneneloco813 I strongly disagree why do you think $GOOG is down so much today It's not Google cloud growth for sure That was a crazy number"  
[X Link](https://x.com/CarsonTalkMoney/status/2019422877515428141)  2026-02-05T14:48Z [----] followers, [--] engagements


"@LazaroInvestor Are you adding anything today"  
[X Link](https://x.com/CarsonTalkMoney/status/2019423178431615052)  2026-02-05T14:49Z [----] followers, [--] engagements


"@bigbobinvests Jeremy is actually considering selling Google due to the cap ex fears. He liked $META more so he doesn't want to own both"  
[X Link](https://x.com/CarsonTalkMoney/status/2019423820575346871)  2026-02-05T14:52Z [----] followers, [--] engagements


"@Sean_invests $META is way cheaper IMO. What metric are you using"  
[X Link](https://x.com/CarsonTalkMoney/status/2019427014365835736)  2026-02-05T15:04Z [----] followers, [--] engagements


"$META is buying a crap ton of $AMD and $NVDA chips. He's using AI to create a new algo that shows the best ads to their [---] billion users. The more efficient the ads work the more they can charge. It pretty valid IMO but that number is still ridiculous. He also likes spending money on the Reality Labs segment. Which lost $7 bill last quarter https://twitter.com/i/web/status/2019431216932426046 https://twitter.com/i/web/status/2019431216932426046"  
[X Link](https://x.com/CarsonTalkMoney/status/2019431216932426046)  2026-02-05T15:21Z [----] followers, [---] engagements


"@LazaroInvestor Vert nice That's two great pick I already have a good amount of $ADBE but I still love them long term. I would buy more if I didn't already own so much"  
[X Link](https://x.com/CarsonTalkMoney/status/2019432226719756534)  2026-02-05T15:25Z [----] followers, [--] engagements


"@ThisMyMoniker Yeah the numbers only get bigger over time me and my girlfriend are down $7 K from all time highs now"  
[X Link](https://x.com/CarsonTalkMoney/status/2019435373194277037)  2026-02-05T15:38Z [----] followers, [--] engagements


"@BagholderIQ $GRAB and $ZETA are both very close to profitability and $SOFI is making around $200 million a quarter. All are Expected to grow EPS 25+% this year though I do that the probability uncertainty is a concern but $GRAB has $7 billion in cash I think they will be fine long term"  
[X Link](https://x.com/CarsonTalkMoney/status/2019452168592318654)  2026-02-05T16:44Z [----] followers, [---] engagements


"@MrRookieTrades 100% $META I bought more yesterday. The Cap Ex is a little crazy but will be less of a problem once the algorithms are created They are the 2nd fastest growing and the cheapest by FWD PE"  
[X Link](https://x.com/CarsonTalkMoney/status/2019452698827882903)  2026-02-05T16:46Z [----] followers, [--] engagements


"@RealtyStacker Nice Im not the biggest fan of $TSLA but I respect the buy $O still holding strong in my Roth 💪"  
[X Link](https://x.com/CarsonTalkMoney/status/2019453958243107258)  2026-02-05T16:51Z [----] followers, [--] engagements


"@thestylerscott Very nice I dont really want to buy any more before earnings I think they will drop below $200. It all depends on AWS growth and their Cap Ex spend Are you feeling good about earnings"  
[X Link](https://x.com/CarsonTalkMoney/status/2019454689129980181)  2026-02-05T16:54Z [----] followers, [--] engagements


"I just added $1000 to my portfolio and it didnt move lol This is pretty brutal but Im loving it If me and my girlfriend want to become millionaires at [--] we need this red to continue Biggest losers - $SOFi - $ZETA - $AMZN - $CRM - $GOOG"  
[X Link](https://x.com/CarsonTalkMoney/status/2019458282008539169)  2026-02-05T17:09Z [----] followers, [----] engagements


"@HolySmokas Very nice I bet you bought more $NOW $ADBE and $CRM at the very least more $CRM down another 3% is ridiculous"  
[X Link](https://x.com/CarsonTalkMoney/status/2019459667206791642)  2026-02-05T17:14Z [----] followers, [----] engagements


"It's just set up terribly IMO $GOOG smashed cloud growth and still feel massively. I think wall street is scared of large cap ex and AWS slowing down If either one of those are bad (Cap Ex $160+ billion or AWS grows less than 20% it will get slammed IMO I hope they do well though I have a good amount of shares. Maybe they will start making up these massive losses lol https://twitter.com/i/web/status/2019464352026206717 https://twitter.com/i/web/status/2019464352026206717"  
[X Link](https://x.com/CarsonTalkMoney/status/2019464352026206717)  2026-02-05T17:33Z [----] followers, [--] engagements


"@Jan047648486909 Yeah I looked into them a little I think they are a buy. I own $ZETA $CRM and $ADBE is the reason I don't own them. If I wanted to start a position I would sell $CRM or $ADBE"  
[X Link](https://x.com/CarsonTalkMoney/status/2019467117402141168)  2026-02-05T17:44Z [----] followers, [---] engagements


"@BagholderIQ Oh yeah I'm getting killed"  
[X Link](https://x.com/CarsonTalkMoney/status/2019475042065612910)  2026-02-05T18:15Z [----] followers, [--] engagements


"@growthstockpick I got to go SAAS $ADBE $CRM $NOW and $ZETA all look great"  
[X Link](https://x.com/CarsonTalkMoney/status/2019482169219924332)  2026-02-05T18:44Z [----] followers, [---] engagements


"@ThisMyMoniker Im always buying I actually just bought [--] more shares of $ZETA [--] minutes ago. If it keeps going down I get more discounts if not Ill be at all time highs in no time Its a win win to me"  
[X Link](https://x.com/CarsonTalkMoney/status/2019515615548178603)  2026-02-05T20:56Z [----] followers, [---] engagements


"I wasnt planning on buying anything else but then $ZETA went under $16 Soooo I went ahead and bought [--] more shares :) Are you guys buying the dip This is starting to get fun Welp you know the rules stocks go down I buy more - [--] shares of $GRAB - [--] shares of $ZETA - [--] shares of $SOFI - $100 of $ETH What are you guys buying https://t.co/WolyBh31vZ Welp you know the rules stocks go down I buy more - [--] shares of $GRAB - [--] shares of $ZETA - [--] shares of $SOFI - $100 of $ETH What are you guys buying https://t.co/WolyBh31vZ"  
[X Link](https://x.com/CarsonTalkMoney/status/2019520909409997175)  2026-02-05T21:18Z [----] followers, [----] engagements


"The Carson Fund got killed again Carson Fund 2.01% Nasdaq 1.59% S&P [---] 1.23% Biggest winners - $CAKE 1.62% - $ASML 0.82% - $META 0.17% Biggest losers - $ZETA 7.89% - $SOFI 6.22% - $CRM 4.75% - $AMZN 4.42% - $AMD 3.84% How did you guys do today https://twitter.com/i/web/status/2019523562998993135 https://twitter.com/i/web/status/2019523562998993135"  
[X Link](https://x.com/CarsonTalkMoney/status/2019523562998993135)  2026-02-05T21:28Z [----] followers, [---] engagements


"This is so bullish for $AMD it makes me want to buy more Im guessing at least $300 billion of this will be spent between $AMD $NVDA and $AVGO Its pretty crazy the market is getting killed on the amount of CapEx these large companies are spending What would the market being doing if Cap Ex was getting lowered right now $NVDA would be down 10+% easily Demand is as high as ever but a lot of stocks are getting killed Why do you think that is Is it all from anthropic $610 BILLION OF CAPEX WILL BE SPENT IN [----] BY JUST THESE [--] COMPANIES - Amazon $AMZN just said it expects to spend more than $200"  
[X Link](https://x.com/CarsonTalkMoney/status/2019616703227785637)  2026-02-06T03:38Z [----] followers, [---] engagements


"Jeez The portfolio continues to get slammed after hours 1) $AMZN 11.20% 2) $ZETA 5.63% 3) $SOFI 3.80% 4) $GRAB 3.13% 5) $GOOG 2.65% 6) $AMD 2.55% The saying stocks rise like stairs and fall like an elevator is true as ever This is a straight blood bath"  
[X Link](https://x.com/CarsonTalkMoney/status/2019625938070196509)  2026-02-06T04:15Z [----] followers, [----] engagements


"@wealthynstrong Im not sure yet but probably those top [--] names Maybe more $AMD or $META I need to see the market in the morning"  
[X Link](https://x.com/CarsonTalkMoney/status/2019628070781792437)  2026-02-06T04:23Z [----] followers, [---] engagements


"@satyameht96 @SCHDETF They reported at different times If $META reported the same report but today they would be down 5+% after hours $META will most likely keep falling short term Wall Street doesnt want any growth stocks right now"  
[X Link](https://x.com/CarsonTalkMoney/status/2019628685192753421)  2026-02-06T04:26Z [----] followers, [--] engagements


"@hk_gum Not to shabby its doing much better than 90% of my holdings $CAKE and $NKE are both doing well"  
[X Link](https://x.com/CarsonTalkMoney/status/2019629309736984705)  2026-02-06T04:28Z [----] followers, [--] engagements


"@R1chardMaur1ce @leighdunsford I appreciate the kind words :) I plan to DCA every day the market is red I dont try to time the market. I dont really buy in and out of stocks very often I plan to but at least [--] more shares of Zeta tomorrow its already looking bloody"  
[X Link](https://x.com/CarsonTalkMoney/status/2019630198572867789)  2026-02-06T04:32Z [----] followers, [--] engagements


"@outthered Ehhh fine by me I dont really want to have more than $4 K invested into $ZETa so the cheaper it gets the more shares I can own If it goes down to $10 I can have [---] shares and it not be overweight"  
[X Link](https://x.com/CarsonTalkMoney/status/2019630867128410446)  2026-02-06T04:34Z [----] followers, [---] engagements


"@ThisMyMoniker Welp I wont need money to buy anything beside food water and Ammo thenif the US dollar even has value It basically not happening unless WW3 which I prefer not to plan for"  
[X Link](https://x.com/CarsonTalkMoney/status/2019631161476034873)  2026-02-06T04:36Z [----] followers, [--] engagements


"@TrdeToScale Very nice That $500 in Robinhood can go a long way in this market What are you going to buy"  
[X Link](https://x.com/CarsonTalkMoney/status/2019631267080196211)  2026-02-06T04:36Z [----] followers, [--] engagements


"@Bmayooooo Thank you :) Im impressed with that prediction it was very very accurate"  
[X Link](https://x.com/CarsonTalkMoney/status/2019632269020000362)  2026-02-06T04:40Z [----] followers, [--] engagements


"Well this aged pretty well Im glad I didnt buy before earnings now I just got to decide if I want to buy more I honestly still like $META $GRAB $SOFI and $ZETA more so well see Are you buying more Amazon tomorrow Now were talking This will start to move the Nasdaq and the S&P [---] :) Nasdaq is now down around 6% from all time highs I'm loving this I think $AMZN could become attractive after earnings I don't think it matters what they report wall street only cares about one https://t.co/AZaJbmPuSR Now were talking This will start to move the Nasdaq and the S&P [---] :) Nasdaq is now down around"  
[X Link](https://x.com/CarsonTalkMoney/status/2019632881870774638)  2026-02-06T04:42Z [----] followers, [---] engagements


"@NateCompounding $CAKE has been carrying the portfolio Its up around [--] YTD"  
[X Link](https://x.com/CarsonTalkMoney/status/2019633110942392757)  2026-02-06T04:43Z [----] followers, [--] engagements


"@joshvir001 Yes sir Im glad I didnt buy before earnings now I got to decide if I want to buy now I got a lot of stocks I want to add too but they are pretty cheap now well have to see tomorrow"  
[X Link](https://x.com/CarsonTalkMoney/status/2019639008289231299)  2026-02-06T05:07Z [----] followers, [--] engagements


"@TrdeToScale Very nice How did you feel about $IREN earnings"  
[X Link](https://x.com/CarsonTalkMoney/status/2019766394670264630)  2026-02-06T13:33Z [----] followers, [--] engagements


"@Jan047648486909 On Robinhood I think you can but fidelity doesn't allow it. I rarely use it so I don't know for sure"  
[X Link](https://x.com/CarsonTalkMoney/status/2019768466824221050)  2026-02-06T13:41Z [----] followers, [--] engagements


"@BagholderIQ Yeah that's true but AWS did look solid I'm just concerned about that CapEx number everything else was solid. I probably will just hold or add [----] shares"  
[X Link](https://x.com/CarsonTalkMoney/status/2019770694406410425)  2026-02-06T13:50Z [----] followers, [--] engagements


"Dang it I was exited for some more red I don't want to see this green color Now Idk what to buy I wanted to see $ZETA at $15 That would have been sweet I'm about to make a post showing off my projections on every company I own ranked Maybe I'll buy based on that I like doing that every quarter What company do you think will have the best projections I think it will be $ZETA https://twitter.com/i/web/status/2019772160454046140 https://twitter.com/i/web/status/2019772160454046140"  
[X Link](https://x.com/CarsonTalkMoney/status/2019772160454046140)  2026-02-06T13:56Z [----] followers, [----] engagements


"@BagholderIQ Interesting do you like them more than $SOFI long term"  
[X Link](https://x.com/CarsonTalkMoney/status/2019772685887119449)  2026-02-06T13:58Z [----] followers, [--] engagements


"@elneneloco813 Did I I don't remember that at all Is that the only one you share online"  
[X Link](https://x.com/CarsonTalkMoney/status/2019772870889505155)  2026-02-06T13:59Z [----] followers, [--] engagements


"@BagholderIQ Very nice I actually didn't know about Anthropic that's pretty bullish"  
[X Link](https://x.com/CarsonTalkMoney/status/2019773616271827248)  2026-02-06T14:02Z [----] followers, [--] engagements


"Heres my quarterly breakdown of every stock I own In this thread Ill break down each position using my [--------] projections Which stock do you think did the best"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792527302263002)  2026-02-06T15:17Z [----] followers, [----] engagements


"2nd to last is $ASML This stock is up 100+% for me so it makes sense for it to be low. I got them growing 20% EPS and trading at a [--] PE giving me a 13.18% annualized return"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792532897476998)  2026-02-06T15:17Z [----] followers, [---] engagements


"3rd to last place is $GOOG This has been another huge winner for me I still like them long term but actually trimmed some two week ago to buy $META I got them growing EPS 20% and demanding a [--] PE ratio giving me a 16% annualized return"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792535447621683)  2026-02-06T15:17Z [----] followers, [---] engagements


"4th to last place is $AMZN This is why I haven't been buying more I got [--] stocks that are significantly better than $AMZN according to my projections I still own a good amount but I'm not buying more above $200. Especially with that $200 Billion Capex number I used 20% EPS growth and a [--] PE ratio"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792538010280149)  2026-02-06T15:17Z [----] followers, [---] engagements


"10th place goes to. $NKE This is a tough one to evaluate but once discounting is over they should be able to start increasing their margins and revenue again This is why I have them growing 25% EPS and trading at a [--] PE. They have a very strong brand and historically trade at a [-----] FWD PE https://twitter.com/i/web/status/2019792540593996118 https://twitter.com/i/web/status/2019792540593996118"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792540593996118)  2026-02-06T15:17Z [----] followers, [---] engagements


"8th place goes to $CELH This is a beast of a stock I got them growing FCF per share 20% and a FCF yield of 3.5% This gives me nearly a 25% annualized return We'll take that I would buy more if I didn't see so many different opportunities"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792545035792790)  2026-02-06T15:17Z [----] followers, [---] engagements


"7th place goes to $AMD This is my largest holding for a reason Did you just see the CapEX number Amazon and Google reported $AMD is a buy today and will be tomorrow I honestly don't own enough I got them growing 45% EPS (honestly low) and demanding a [--] PE ratio This is the first stock to make the 25% club https://twitter.com/i/web/status/2019792547447439431 https://twitter.com/i/web/status/2019792547447439431"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792547447439431)  2026-02-06T15:17Z [----] followers, [---] engagements


"$NU is snagging 6th place Beating $AMD by less than 1% This stock is way less known that $SOFI but is significantly bigger They have over [---] million users and you probably have never heard of them I would highly recommend looking them up after this very impressive company and CEO I have them growing 30% EPS and demanding a [--] PE ratio https://twitter.com/i/web/status/2019792549989306425 https://twitter.com/i/web/status/2019792549989306425"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792549989306425)  2026-02-06T15:17Z [----] followers, [---] engagements


"Number [--] is. $SOFI They are now down 30+% from recent highs so this has created a great buying opportunity $SOFI should grow EPS around 40% and demand a PE of [--] giving me a nearly 30% annualized return"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792554963747174)  2026-02-06T15:17Z [----] followers, [---] engagements


"Now we made the top three Number three is $ADBE I got them growing FCF per share 15% and trading at a 4.5% FCF yield. They historically trade much higher than that but I don't think they will demand as much in the future"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792557278912807)  2026-02-06T15:17Z [----] followers, [---] engagements


"Number [--] is $CRM I got them growing 20% FCF per share and demanding a 4% FCF yield. This give me a insane 34% return I honestly think $CRM and number one will change my life"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792559669641461)  2026-02-06T15:17Z [----] followers, [---] engagements


"Number one should be to no one surprise I have been buying nearly [--] shares a day and will be buying more today. It's $ZETA I want to build this to 200-300 shares since it's the best risk reward in the market IMO I have them growing FCF per share 30% and demanding a 3.5% FCF yield. This company is as cheap as dirt so I'll happily buy more. These projection give me over a 35% annualized return https://twitter.com/i/web/status/2019792562303758799 https://twitter.com/i/web/status/2019792562303758799"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792562303758799)  2026-02-06T15:17Z [----] followers, [---] engagements


"Does anyone know a opportunity better than $ZETA I would love to hear your thoughts"  
[X Link](https://x.com/CarsonTalkMoney/status/2019792564753137877)  2026-02-06T15:17Z [----] followers, [---] engagements


"I went ahead bought the top three opportunities + a little $AMZN for fun What are buying today Heres my quarterly breakdown of every stock I own In this thread Ill break down each position using my [--------] projections Which stock do you think did the best https://t.co/V4nZVbny6y Heres my quarterly breakdown of every stock I own In this thread Ill break down each position using my [--------] projections Which stock do you think did the best https://t.co/V4nZVbny6y"  
[X Link](https://x.com/CarsonTalkMoney/status/2019802320695951852)  2026-02-06T15:56Z [----] followers, [----] engagements


"@Ron_Trades Yep They are still my favorite buy in the market 1) $ZETA 2) $CRM 3) $ADBE"  
[X Link](https://x.com/CarsonTalkMoney/status/2019828355215028363)  2026-02-06T17:39Z [----] followers, [---] engagements


"@LuisQalberto12 How are they more at risk I do like $NOW a lot though I might add it to my girlfriends portfolio and Roth IRA"  
[X Link](https://x.com/CarsonTalkMoney/status/2019867836429300020)  2026-02-06T20:16Z [----] followers, [---] engagements


"It was a solid day but Im still disappointed. After all the pain my portfolio has been through I would have expected a bigger move but well take it Carson Fund 1.93% S&P [---] 1.97% Nasdaq 2.18% Biggest winners - $AMD 8.28% - $SOFI 7.19% - $ZETA 5.56% - $CELH 5.42% - $ASML 4.66% Biggest losers - $AMZN 5.55% - $GOOG 2.48% - $META 1.31% - $ADBE 0.37% How did you guys do today https://twitter.com/i/web/status/2019966337032880296 https://twitter.com/i/web/status/2019966337032880296"  
[X Link](https://x.com/CarsonTalkMoney/status/2019966337032880296)  2026-02-07T02:47Z [----] followers, [---] engagements


"@goooonnney Who do you thinks going to win"  
[X Link](https://x.com/CarsonTalkMoney/status/2019966406104871224)  2026-02-07T02:48Z [----] followers, [--] engagements


"@ricktheslick67 @Compounding365 You dont think a companies with 20+% net margins with reoccurring revenue should demand a premium For example $NOW has a 98% retention rate with 20+% revenue growth what PE does that deserve"  
[X Link](https://x.com/CarsonTalkMoney/status/2019969631260463538)  2026-02-07T03:01Z [----] followers, [--] engagements


"@thestylerscott Very nice I like $MSFT and $AMZN I have done a little research on $PGY and they seem great I just dont want to own both them and $ZETA they are both small caps"  
[X Link](https://x.com/CarsonTalkMoney/status/2019970256626938269)  2026-02-07T03:03Z [----] followers, [---] engagements


"@Ron_Trades I dont plan to sell them but my new money is basically all going into SAAS Its hard to buy anything other that SAAS at the current evaluations I like $NOW $ADBE $CRM and $ZETA a lot"  
[X Link](https://x.com/CarsonTalkMoney/status/2019970672089338357)  2026-02-07T03:05Z [----] followers, [---] engagements


"@ricktheslick67 @Compounding365 Trailing or Foward"  
[X Link](https://x.com/CarsonTalkMoney/status/2019971985229656149)  2026-02-07T03:10Z [----] followers, [--] engagements


"@ricktheslick67 @Compounding365 $NOW Is at a [--] FW PE which is crazy cheap compared to historic values. Im not saying to should demand a 50+ FWD PE but [--] is undervalued IMO I still like Adobe Zeta and sales force more though How big are Dave and Sezl Are they small cap"  
[X Link](https://x.com/CarsonTalkMoney/status/2019992782316654822)  2026-02-07T04:33Z [----] followers, [---] engagements


"I already own $CRM $ADBE and $ZETA is it worth it to add $NOW too They look solid but I think the risk reward is better for some of these other SAAS names. What do you guys think"  
[X Link](https://x.com/CarsonTalkMoney/status/2019993377916481871)  2026-02-07T04:35Z [----] followers, [----] engagements


"@growthstockpick What makes them better I feel like $CRM and $ADBE are much cheaper based on the evaluations"  
[X Link](https://x.com/CarsonTalkMoney/status/2019994490791215312)  2026-02-07T04:39Z [----] followers, [---] engagements


"That was a great video I appreciate that I think he did make so great arguments it all depends how $ADBE transitions from head count too consumption base. That being said at this evaluation it still seems worth it. Adobe is so cheap I dont think it matter if they start slightly getting disrupted as long as they grow 8% revenue and buy back 5% of their shares while increasing profitability this stock will do well I am definitely considering starting a position in $NOW though but I think they have much more to fall than $CRM and $ADBE https://twitter.com/i/web/status/2020124604681847176"  
[X Link](https://x.com/CarsonTalkMoney/status/2020124604681847176)  2026-02-07T13:16Z [----] followers, [--] engagements


"@Face2890 It might be the best company out of them but based on the evaluations it doesnt offer the best returns They still have a little room to fall IMO but are still a buy today"  
[X Link](https://x.com/CarsonTalkMoney/status/2020125694550745111)  2026-02-07T13:21Z [----] followers, [--] engagements


"@CarilonCapital What price would you consider buying $NOW at"  
[X Link](https://x.com/CarsonTalkMoney/status/2020126266637107674)  2026-02-07T13:23Z [----] followers, [---] engagements


"@steadybuildr Very nice $META $GOOG and $AMZN held me down pretty bad those are 3/5 positions"  
[X Link](https://x.com/CarsonTalkMoney/status/2020126521621409922)  2026-02-07T13:24Z [----] followers, [--] engagements


"@TheStocksKing Yeah I agree I wasnt expecting that I just wish I performed more in line with the Nasdaq. $AMZN $GOOG and $META all got killed"  
[X Link](https://x.com/CarsonTalkMoney/status/2020126995158360274)  2026-02-07T13:26Z [----] followers, [--] engagements


"@DivGuru Let's go Have you ever considering adding $O"  
[X Link](https://x.com/CarsonTalkMoney/status/2020146638740709677)  2026-02-07T14:44Z [----] followers, [--] engagements


"What I'm thinking of doing selling these shares of $ADBE in my Roth IRA and adding it to $NOW I'm also thinking of adding some inside my girlfriend account and the Carson Fund but I already own around $8500 in $CRM $ADBE and $ZETA so I'm not sure I want more SAAS exposure I need to do more research on $NOW but they are look good so far. I just think they could fall much further which is a concern Do you think this is a smart move I already own $CRM $ADBE and $ZETA is it worth it to add $NOW too They look solid but I think the risk reward is better for some of these other SAAS names. What do"  
[X Link](https://x.com/CarsonTalkMoney/status/2020150147087270118)  2026-02-07T14:58Z [----] followers, [----] engagements


"@Julian_Trades1 Yeah I agree I think $NOW could fall much further then $ADBE $CRM or $ZETA That's why I'm hesitant"  
[X Link](https://x.com/CarsonTalkMoney/status/2020150324690882598)  2026-02-07T14:59Z [----] followers, [---] engagements


"@MoInvestingHQ I like $NOW $CRM $ADBE and $ZETA I don't own any $NOW yet though"  
[X Link](https://x.com/CarsonTalkMoney/status/2020150500734177740)  2026-02-07T14:59Z [----] followers, [---] engagements


"@SoleSurvivore @Face2890 I think all our great companies I don't think you can call $CRM or $ADBE a "so-so" company. $CRM as 20% net margins and $ADBE has 30% which is much better than $NOW"  
[X Link](https://x.com/CarsonTalkMoney/status/2020152699702870173)  2026-02-07T15:08Z [----] followers, [--] engagements


"This was a beast of a video I would highly recommend watching this if your interested in SAAS It lays out the entire situation pretty well SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y"  
[X Link](https://x.com/CarsonTalkMoney/status/2020154647336374589)  2026-02-07T15:16Z [----] followers, [---] engagements


"@LongGameEquity I have to much $ADBE and I want to own some $NOW"  
[X Link](https://x.com/CarsonTalkMoney/status/2020158004448944393)  2026-02-07T15:29Z [----] followers, [---] engagements


"@SoleSurvivore @Face2890 Yep $PYPL looked great until they didnt they went from projection 8% revunue to negative EPS while buying back 8% of the shares outstanding terrible to watch"  
[X Link](https://x.com/CarsonTalkMoney/status/2020161735399706819)  2026-02-07T15:44Z [----] followers, [---] engagements


"@ambitious_luis Yeah thats why I would trim $ADBE to buy $NOW. I would say Im the most bullish on $ZETA but $ADBE $CRM and $NOW are all about the same I just think $NOW will fall to $80 if SAAS continues to sell off"  
[X Link](https://x.com/CarsonTalkMoney/status/2020163738511249503)  2026-02-07T15:52Z [----] followers, [---] engagements


"@joshvir001 Im not selling it completely I got around $3.5 K in other accounts I just want to buy $NOW but dont want to deploy more cash right now. Im still super bullish on Adobe long term and will keep adding in my other accounts"  
[X Link](https://x.com/CarsonTalkMoney/status/2020183629805027820)  2026-02-07T17:11Z [----] followers, [--] engagements


"@steadybuildr Very nice Whats your largest ETF"  
[X Link](https://x.com/CarsonTalkMoney/status/2020184090406965478)  2026-02-07T17:13Z [----] followers, [--] engagements


"It might it might now I dont really care either way. They projected last quarter they would grow EPS 8-10% and then grew it negative if you adjust for buy backs They have done no lay offs and just fired the CEO I trusted to run the company. Im happy I sold I hope $PYPl share holder do well but I would rather buy more SAAS right now https://twitter.com/i/web/status/2020184639566999688 https://twitter.com/i/web/status/2020184639566999688"  
[X Link](https://x.com/CarsonTalkMoney/status/2020184639566999688)  2026-02-07T17:15Z [----] followers, [---] engagements


"@WillBiddy_ Fair enough do you not think $NOW has a large moat"  
[X Link](https://x.com/CarsonTalkMoney/status/2020193282131661036)  2026-02-07T17:49Z [----] followers, [---] engagements


"@elneneloco813 Well thats in a Roth so I dont care about the losses. I just dont want to start my $Now position with a little old capital then will add more if it keeps falling Why is it a bad idea"  
[X Link](https://x.com/CarsonTalkMoney/status/2020193942017569107)  2026-02-07T17:52Z [----] followers, [--] engagements


"@FinanceJack44 I wouldnt want to sell any of those besides maybe $GOOG The other two are very undervalued IMO Im actually adding to both positions still"  
[X Link](https://x.com/CarsonTalkMoney/status/2020194283954012382)  2026-02-07T17:53Z [----] followers, [--] engagements


"I have automatic buys every week on $VOO $VXUS and $O that take the entire $7 K. Im not really adding any more new money to that account until I get paid I just mess around with 10% for fun I do see $NoW falling more than $ADBE though so its a tough decision. I need to do more research into $NOW before I add either way Do you like $ADBE or $NOW more as a company https://twitter.com/i/web/status/2020212198807847305 https://twitter.com/i/web/status/2020212198807847305"  
[X Link](https://x.com/CarsonTalkMoney/status/2020212198807847305)  2026-02-07T19:04Z [----] followers, [--] engagements


"@elneneloco813 If I wasnt diversified I would be down 15+% so Ill take it. $AMD and $SOFI are probably the two stocks Im most bullish on and they are getting killed"  
[X Link](https://x.com/CarsonTalkMoney/status/2020215821742583888)  2026-02-07T19:19Z [----] followers, [--] engagements


"@elneneloco813 $AMD is $108 $SOFI would probably be low 10s but I lost my data though when I transferred my shares from my Roth to my taxable account I bought nearly all my shares at $5-$7"  
[X Link](https://x.com/CarsonTalkMoney/status/2020217441754706097)  2026-02-07T19:25Z [----] followers, [--] engagements


"@InvestorFront Would you buy $NOW It just stick with what I got"  
[X Link](https://x.com/CarsonTalkMoney/status/2020219135683178724)  2026-02-07T19:32Z [----] followers, [--] engagements


"@CarilonCapital Thats the most bearish projection I have ever seen you could have just said you dont want to own $NOW I got them growing 20+% FCF per share easily. They are growing 20% revunue normally SAAS grows FCF faster than revenue"  
[X Link](https://x.com/CarsonTalkMoney/status/2020241122581434654)  2026-02-07T20:59Z [----] followers, [--] engagements


"@jirokillua How"  
[X Link](https://x.com/CarsonTalkMoney/status/2020264601611366534)  2026-02-07T22:33Z [----] followers, [--] engagements


"@CarilonCapital Thats a good argument and I do agree $NOW doesnt look very good when looking using earnings I normally run projections using both but FCF looks much better for them. Ill keep that in mind I appreciate that"  
[X Link](https://x.com/CarsonTalkMoney/status/2020265464400630251)  2026-02-07T22:36Z [----] followers, [--] engagements


"@CarilonCapital Using earnings $ADBE $CRM and $ZETA all look much much better Do you think those [--] are better buys"  
[X Link](https://x.com/CarsonTalkMoney/status/2020266265567457293)  2026-02-07T22:39Z [----] followers, [---] engagements


"Drop your $NOW projection below I was messing around with projections and it seems $NOW is still trading pretty expensive. Do you guys think my projections are low or accurate"  
[X Link](https://x.com/CarsonTalkMoney/status/2020348218144342195)  2026-02-08T04:05Z [----] followers, [----] engagements


"@Kevin60162526 That's kinda what I'm thinking I think $NOW has much further to fall then $CRM and $ADBE $ZETA could fall further (just because they are small) but I think the earnings will be great"  
[X Link](https://x.com/CarsonTalkMoney/status/2020494890443194607)  2026-02-08T13:48Z [----] followers, [---] engagements


"@InvestorFront I think $CRM and $ADBE are getting near a bottom $NOW could fall much further IMO The evaluation on $CRM and $ADBE is getting pretty silly"  
[X Link](https://x.com/CarsonTalkMoney/status/2020497585954521562)  2026-02-08T13:58Z [----] followers, [--] engagements


"@richard_hurtz87 I do agree but that would make all of SAAS more efficient not just $NOW. $ADBE is already buying back 1-2.5% of their shares a quarter decreasing SBC would push this closer to 2-4%"  
[X Link](https://x.com/CarsonTalkMoney/status/2020498172360176068)  2026-02-08T14:01Z [----] followers, [--] engagements


"@richard_hurtz87 Also $NOW has doubled their employees meaning they are going to have to grow a CRAP ton. That puts a lot of pressure on future margins"  
[X Link](https://x.com/CarsonTalkMoney/status/2020498784908976490)  2026-02-08T14:03Z [----] followers, [---] engagements


"@LenyQuant It looks great based on FCF since it doesn't count for SBC. $NOW is spending almost 50% of their FCF on SBC which is very concerning. This will be even worse as all these employees start getting paid. Do you think a 2% FCF yield is fair after $SBC"  
[X Link](https://x.com/CarsonTalkMoney/status/2020502714304880940)  2026-02-08T14:19Z [----] followers, [---] engagements


"Here's the weekly Carson Fund update Carson Fund 5.29% Nasdaq 1.45% S&P [---] 0.23% Let's break it down"  
[X Link](https://x.com/CarsonTalkMoney/status/2020513134142771419)  2026-02-08T15:00Z [----] followers, [---] engagements


"Biggest winners and losers Winners - $CAKE 9.64% - $NKE 3.75% Biggest losers - $AMZN 11.76% - $AMD 11.59% - $CRM 10.68% - $ADBE 9.63% - $ZETA 8.90% - $META 7.38% - $SOFI 7.34%"  
[X Link](https://x.com/CarsonTalkMoney/status/2020513136168575316)  2026-02-08T15:00Z [----] followers, [---] engagements


"Buys and sells this week Buys - $150 $ETH - [--] shares of $ZETA - [---] shares of $CRM - [--] shares of $NKE - [----] shares of $META - [--] shares of $GRAB - [--] shares of $SOFI - [----] shares of $ADBE - [----] shares of $AMZN Sells - [--] shares of $PYPL (100% of my position)"  
[X Link](https://x.com/CarsonTalkMoney/status/2020513137909281056)  2026-02-08T15:00Z [----] followers, [---] engagements


"My plans for next week Buy more SAAS companies $META and $SOFI Me and my girlfriend plan to stay aggressive and buy the dips. If the market fall further that's great I'm looking into adding $NOW but still like $CRM $ZETA and $ADBE more"  
[X Link](https://x.com/CarsonTalkMoney/status/2020513139498889472)  2026-02-08T15:00Z [----] followers, [---] engagements

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