# ![@Cashflowfarming Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1718745148983578624.png) @Cashflowfarming Cashflow Farming 👨‍🌾📊

Cashflow Farming 👨‍🌾📊 posts on X about okta, ai, $okta, $amzn the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1718745148983578624/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1718745148983578624/c:line/m:interactions.svg)

- [--] Week [---] -73%
- [--] Month [------] +2,001%
- [--] Months [------] +467%
- [--] Year [------] +255%

### Mentions: [--] [#](/creator/twitter::1718745148983578624/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1718745148983578624/c:line/m:posts_active.svg)

- [--] Week [--] -43%
- [--] Month [--] +457%
- [--] Months [---] +426%
- [--] Year [---] +47%

### Followers: [---] [#](/creator/twitter::1718745148983578624/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1718745148983578624/c:line/m:followers.svg)

- [--] Week [---] +7.30%
- [--] Month [---] +28%
- [--] Months [---] +92%
- [--] Year [---] +318%

### CreatorRank: [---------] [#](/creator/twitter::1718745148983578624/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1718745148983578624/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)  [countries](/list/countries)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[okta](/topic/okta) #79, [ai](/topic/ai), [$okta](/topic/$okta) #7, [$amzn](/topic/$amzn), [investment](/topic/investment), [$now](/topic/$now), [$meta](/topic/$meta), [meta](/topic/meta), [asml](/topic/asml), [open ai](/topic/open-ai)

**Top accounts mentioned or mentioned by**
[@qualityinvest5](/creator/undefined) [@realroseceline](/creator/undefined) [@valuationnerd](/creator/undefined) [@mattderron](/creator/undefined) [@wealthmatica](/creator/undefined) [@invest091](/creator/undefined) [@kaizeninvestor](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@samsolid57](/creator/undefined) [@thezackzhu](/creator/undefined) [@capexandchill](/creator/undefined) [@ethaninvests](/creator/undefined) [@pradajules](/creator/undefined) [@dividenddudex](/creator/undefined) [@simonseverino](/creator/undefined) [@prostockamateur](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@ceowatchlist](/creator/undefined) [@fiscoraoriginal](/creator/undefined) [@fiscorainvest](/creator/undefined)

**Top assets mentioned**
[Okta Inc (OKTA)](/topic/$okta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Now Coin (NOW)](/topic/$now) [Metadium (META)](/topic/$meta) [Fortinet Inc (FTNT)](/topic/$ftnt) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Honeywell International Inc (HON)](/topic/honeywell) [Heroes of NFT (HON)](/topic/$hon) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Salesforce Inc (CRM)](/topic/$crm) [Workday Inc (WDAY)](/topic/$wday) [General Electric Company (GE)](/topic/$ge) [ServiceNow Inc (NOW)](/topic/servicenow) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Sonic (S)](/topic/$s) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Mastercard, Inc. (MA)](/topic/$ma) [Zscaler Inc (ZS)](/topic/$zs) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Evotec SE (EVO)](/topic/$evo) [Msci Inc (MSCI)](/topic/$msci) [Moody's Corporation (MCO)](/topic/$mco) [Microsoft Corp. (MSFT)](/topic/microsoft) [MercadoLibre Inc (MELI)](/topic/$meli) [Sea Limited (SE)](/topic/$se) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@QualityInvest5 Was tempted to buy this one multiple times. I believe it's trading at a discount with room to grow. But my issue is managment this company is so poorly run. Overpaying for acquisition employees I know tell me about how it's run on the inside which is very inneficient"  
[X Link](https://x.com/Cashflowfarming/status/1836858983048679787)  2024-09-19T20:04Z [--] followers, [---] engagements


"@Ethan_Invests @QualityInvest5 In saas - typical ROIC should be around 20% to 30% for a company that is as established as $CRM imo"  
[X Link](https://x.com/Cashflowfarming/status/1836884639652216839)  2024-09-19T21:46Z [--] followers, [--] engagements


"@Ethan_Invests @QualityInvest5 I benchmark my Saas stocks against $QLYS which was one of the early publicly listed SaaS and now reached cruising altitude"  
[X Link](https://x.com/Cashflowfarming/status/1836885069643829525)  2024-09-19T21:48Z [--] followers, [--] engagements


"@QualityInvest5 Best SaaS company in the game"  
[X Link](https://x.com/Cashflowfarming/status/1839350072179646565)  2024-09-26T17:03Z [--] followers, [--] engagements


"@QualityInvest5 ABNB CRM"  
[X Link](https://x.com/Cashflowfarming/status/1839418575926202713)  2024-09-26T21:35Z [--] followers, [---] engagements


"@QualityInvest5 All are completely different use cases. You are comparing apples to oranges"  
[X Link](https://x.com/Cashflowfarming/status/1841962241215566288)  2024-10-03T22:03Z [--] followers, [--] engagements


"@PradaJules @QualityInvest5 😂😂 There wont be a war in europe lol thats nonsense"  
[X Link](https://x.com/Gjl68330Myde/status/1845208116180418993)  2024-10-12T21:01Z [--] followers, [--] engagements


"@PradaJules @QualityInvest5 Go touch some grass bro😂"  
[X Link](https://x.com/Gjl68330Myde/status/1845216636980077004)  2024-10-12T21:35Z [--] followers, [--] engagements


"@PLTRs_Palantir @DividendDude_X Do you buy stocks solely based on their "mission" could you share maybe some of your other criteria you use maybe"  
[X Link](https://x.com/Cashflowfarming/status/1847042518535528531)  2024-10-17T22:30Z [--] followers, [---] engagements


"@QualityInvest5 ABNB"  
[X Link](https://x.com/Cashflowfarming/status/1847044035476631563)  2024-10-17T22:36Z [--] followers, [--] engagements


"@QualityInvest5 Dunno man getting ubers is expensive for most people and not part of the average persons weekly lifestyle. People use it on holidays or as you stated once or twice a month to get home from the club. I dont see people using regalrly to get to class for example"  
[X Link](https://x.com/Cashflowfarming/status/1847356504611180820)  2024-10-18T19:18Z [---] followers, [---] engagements


"@QualityInvest5 Not sure how the pricepoint of the service stacks up"  
[X Link](https://x.com/Cashflowfarming/status/1847356532201037951)  2024-10-18T19:18Z [---] followers, [--] engagements


"@DividendDude_X I own $goog but the user experience is going from bad to worse🤮🤮 It's becomening so hard to find exaclty what I'm looking for on search or Youtube. When this never used to be the case I either get a barrage paid lings on search or irrelevant videos on YT"  
[X Link](https://x.com/Cashflowfarming/status/1847369871665062347)  2024-10-18T20:11Z [---] followers, [---] engagements


"@QualityInvest5 I'm an industry insider: $now is best software company in the game. UNfortunately I don't have a position. Waiting for an entry point that may never come 😢"  
[X Link](https://x.com/Cashflowfarming/status/1849189852950020206)  2024-10-23T20:43Z [---] followers, [---] engagements


"@QualityInvest5 Been researching $uber [--]. Issue is that there is no switching cost ppl get whatever ride is cheaper on lyft taxi or other local app. 2.Uber doesnt control supply either as drivers do 'multi-apping' using other apps. 3.Too dificult to see who will be clear leader in autonomous"  
[X Link](https://x.com/Cashflowfarming/status/1849192279661256754)  2024-10-23T20:52Z [---] followers, [---] engagements


"@QualityInvest5 yes you get it an it was still asteal just a few month ago😍. Founder led capital light and I would class phones and social media as an addiction like cigarettes so v sticky product + network effects + sexular tailwinds omg I love $meta😍"  
[X Link](https://x.com/Cashflowfarming/status/1850114952708633031)  2024-10-26T09:59Z [---] followers, [--] engagements


"@everydaystocksx @QualityInvest5 Gotta get some $crwd under [---] before its too late if you dont already own it imo. Companies around the world are forced to buy theif their product by law. Look up"cyber essentials"in the UK "Nis-2" in europe or Sec rules for cyber breaches CRWDhas the best GRR and NRRin saas"  
[X Link](https://x.com/Cashflowfarming/status/1850116940745879838)  2024-10-26T10:07Z [---] followers, [---] engagements


"@QualityInvest5 Salesforces porfolio of product isnt really at risk of diruption to AI. However the whole agentforce talk from benioff is hot air imo. Shouldnt buy CRM bc of the AI story. But shouldnt sell CRM based on AI fears either IMO. Source: I use 3+ of their products everyday"  
[X Link](https://x.com/Cashflowfarming/status/1851288338374054377)  2024-10-29T15:41Z [---] followers, [---] engagements


"@QualityInvest5 Recently adapted my take on $CRM I was not a buyer due to bad mgmt. But I've listened to some lectures this week (I think pat dorsey) which says that some businesses/moats are just so good that even bad mgmt cant mess them up (eg: moodys/spgi/msft in the past)"  
[X Link](https://x.com/Cashflowfarming/status/1851301845068890596)  2024-10-29T16:35Z [---] followers, [--] engagements


"@QualityInvest5 Yes however I also believe Senior leadership is below average/mediocre for $CRM. I work in the industry I've observed 1st hand that most gifted employees/leaders have fled long ago+V. high staff turnover. Guy SpierConfirmthistoo: Watch from 1:06:55 on https://youtu.be/S3ohHeo0Lxcsi=hu1Iz7P7FFbKFeHG https://youtu.be/S3ohHeo0Lxcsi=hu1Iz7P7FFbKFeHG"  
[X Link](https://x.com/Cashflowfarming/status/1851338896551874912)  2024-10-29T19:02Z [---] followers, [--] engagements


"@QualityInvest5 I am not worried about AWS at all 🙂"  
[X Link](https://x.com/Cashflowfarming/status/1852081783006990753)  2024-10-31T20:14Z [---] followers, [---] engagements


"@simonseverino If you are going to pay a high price to sales for a software company Id go with $now $CRWD $hubs gr8 businesses. PLTR is exact same as Tesla [--] yrs ago: ok product and business model but astronomical valuation risk that stock will stay flat for years"  
[X Link](https://x.com/Cashflowfarming/status/1852827147645387113)  2024-11-02T21:36Z [--] followers, [---] engagements


"@mattderron And Matt Derron is my favorite stocks youtuber of all time 😉. In all seriousness thanks for the great content brah"  
[X Link](https://x.com/Cashflowfarming/status/1857182435680690531)  2024-11-14T22:02Z [--] followers, [--] engagements


"@QualityInvest5 Sad I missed it $crm due to my concerns about management which looking back I regret not buying. I put my cash into $Okta instead which shot up today so I'm not too mad at myself thankfully haha. Fairplay for spotting the buying opportunity in $CRM Aria"  
[X Link](https://x.com/Cashflowfarming/status/1864064511205900412)  2024-12-03T21:49Z [--] followers, [---] engagements


"@QualityInvest5 $okta massively undervalued. Their busines was selling [--] products: - workforce identity -customer identity Even with selling these [--] products they are massively undervalued. Identity is suuuper sticky more than $crwd imo"  
[X Link](https://x.com/Cashflowfarming/status/1868436392780415485)  2024-12-15T23:22Z [--] followers, [---] engagements


"@QualityInvest5 Now add the whole paradigm of authenticating AI agebts and thats a whole new billion dollar srream of revenu and a 3rd category for the to tap into. so you now have [--] categories: [--]. worforce identity [--]. cusromer identity [--]. ai agent authentication: http://auth0.ai http://auth0.ai"  
[X Link](https://x.com/Cashflowfarming/status/1868436952728420554)  2024-12-15T23:24Z [--] followers, [--] engagements


"@QualityInvest5 Just based off [--]. and [--]. okta was already a great buy but now add [--]. and you have multi year multi billion secular tailwind. Its pcf is already super low this will be a 15% to 25% cagr return for sure"  
[X Link](https://x.com/Cashflowfarming/status/1868437442258215042)  2024-12-15T23:26Z [--] followers, [--] engagements


"2024 Final Portfolio Update: - Added to $EVO on most recent dip. - Added to $OKTA throughout the quarter. Biggest winners this year have been $META $CRWD $AMZN. Strongest conviction buy was $CRWD in the midst of the outage. Position is now up 35% already 😍. Bring on 2025"  
[X Link](https://x.com/Cashflowfarming/status/1874228535382184142)  2024-12-31T22:57Z [--] followers, [---] engagements


"@Ashton_1nvests $AMZN"  
[X Link](https://x.com/Cashflowfarming/status/1874243735791558991)  2024-12-31T23:58Z [--] followers, [---] engagements


"IPO's to watchout for in 2025: - Revolut - Stripe - Databricks - Anduril - Deel - Canva - Netskpoe - Wiz - Snyk"  
[X Link](https://x.com/Cashflowfarming/status/1874269412288847902)  2025-01-01T01:40Z [--] followers, [---] engagements


"@chartaldin @apolloglobal Tariffs and inflation are the biggest concerns for me. The rest I am not too worried about"  
[X Link](https://x.com/Cashflowfarming/status/1874485864346386722)  2025-01-01T16:00Z [--] followers, [--] engagements


"@realroseceline Where is $AMZN"  
[X Link](https://x.com/Cashflowfarming/status/1874492246541934881)  2025-01-01T16:25Z [--] followers, [---] engagements


"@QualityInvest5 IT folks love F1 though. So it does make sense"  
[X Link](https://x.com/Cashflowfarming/status/1874502373022007759)  2025-01-01T17:06Z [--] followers, [--] engagements


"@ProStockAmateur Happy [----]. Damn 1) must really hurt 🥲. For 2) It's really difficult to time dips. I just buy whenever the price point matches my desired CAGR returns (14%). For 3) greaaat shout completely agree"  
[X Link](https://x.com/Cashflowfarming/status/1874546798595014954)  2025-01-01T20:02Z [--] followers, [--] engagements


"@ProStockAmateur I mean great shout for averaging up. And $AMZN is a great example of this"  
[X Link](https://x.com/Cashflowfarming/status/1874547040203784643)  2025-01-01T20:03Z [--] followers, [--] engagements


"@realroseceline ✅As Jeff Bezos said: look for "what will NOT change in [--] years time" rather than try and look for the next big thing. It's often very hard to predict the next big thing and who will be the winner. I learned from Howard Marks that Investing is about avoiding unforced errors"  
[X Link](https://x.com/Cashflowfarming/status/1874585883330187433)  2025-01-01T22:37Z [--] followers, [--] engagements


"@wolfofharcourt @portseido We have $ABNB in common which is my one holding I'm not 100% convinced about. The amount of cash they are able to generate and margins are impressive. But they need to execute on unlocking inventory and massice buybacks for decent EPS growth. What are your thoughts"  
[X Link](https://x.com/Cashflowfarming/status/1874793797546352685)  2025-01-02T12:24Z [--] followers, [---] engagements


"@gnufs $OTIS on my watchlist👀"  
[X Link](https://x.com/Cashflowfarming/status/1874800568545456523)  2025-01-02T12:51Z [--] followers, [---] engagements


"State Sponsored Cyber Attacks will continue to grow in numbers and Intensity. Creating a decade long secular tailwind for the likes of $CRWD $PANW $OKTA $ZS $FTNT $S $MSFT etc. I would argue that it's essential to have at least [--] cybersecurity play in your portfolio. ⚠ BREAKING NEWS Chinese government hackers breached a highly sensitive office in the Treasury Department that administers economic sanctions against countries and groups of individuals per WaPo. At this point are Americans just used totheir data being stolen 🤔🤔 https://t.co/DJkPkxO2wH ⚠ BREAKING NEWS Chinese government hackers"  
[X Link](https://x.com/Cashflowfarming/status/1874802211659841978)  2025-01-02T12:57Z [--] followers, [---] engagements


"@CeoWatchlist Solid bets $S seems to be in no mans land with its market positioning. Neither premium or discount. Neither SMB or Enterprise. And behind the curve when it comes to profitabilty. $CRWD has also poached $S's top marketing and product execs over the last [--] years which isnt great"  
[X Link](https://x.com/Cashflowfarming/status/1874803910030066109)  2025-01-02T13:04Z [--] followers, [--] engagements


"@CeoWatchlist Very expensive takes conviction to own this one. Thankfully I got in on the July dip. Next earnings might be a good opportunity to catch a dip. If there is a quarter where revenue takes a hit because of the outage it will be this one due to the avg. sales cycle lenght for $CRWD"  
[X Link](https://x.com/Cashflowfarming/status/1874807972737773876)  2025-01-02T13:20Z [--] followers, [--] engagements


"@Quality_stocksA Buying $MC if it hits 555"  
[X Link](https://x.com/Cashflowfarming/status/1874878716385611796)  2025-01-02T18:01Z [--] followers, [---] engagements


"@wolfofharcourt Great write up and analysis -although I'm not bullish on $UBER. It stood out that you take time to cite your sources which ads credibility to the analysis"  
[X Link](https://x.com/Cashflowfarming/status/1875470160938856783)  2025-01-04T09:11Z [--] followers, [---] engagements


"@dgtl_ronin @joecarlsonshow VMWare. thats why i wont touch $avgo"  
[X Link](https://x.com/Cashflowfarming/status/1875768021274554628)  2025-01-05T04:55Z [--] followers, [--] engagements


"Probably the most comprehensive yet digestible investment thesis on $OKTA you will find online. I included qualitative/quantitative info and a case study to deliver a well-rounded insightful thesis. Curious to hear your thoughts in the comments👇👇 (full PDF in the comments.)"  
[X Link](https://x.com/anyuser/status/1875967137845747842)  2025-01-05T18:06Z [---] followers, [----] engagements


"@mattderron You might like my write up on $OKTA 😉 https://x.com/Cashflowfarming/status/1875967137845747842t=8bBc-kjntuRit2471YkP7A&s=19 Probably the most comprehensive yet digestible investment thesis on $OKTA you will find online. I included qualitative/quantitative info and a case study to deliver a well-rounded insightful thesis. Curious to hear your thoughts in the comments👇👇 (full PDF in the comments.) https://t.co/UGx5hymGGy https://x.com/Cashflowfarming/status/1875967137845747842t=8bBc-kjntuRit2471YkP7A&s=19 Probably the most comprehensive yet digestible investment thesis on $OKTA"  
[X Link](https://x.com/Cashflowfarming/status/1875972692052214241)  2025-01-05T18:28Z [--] followers, [--] engagements


"@wealthmatica I like the analysis 😉. Here's my contribution on $OKTA: https://x.com/Cashflowfarming/status/1875967137845747842t=8bBc-kjntuRit2471YkP7A&s=19 https://x.com/Cashflowfarming/status/1875967137845747842t=8bBc-kjntuRit2471YkP7A&s=19"  
[X Link](https://x.com/Cashflowfarming/status/1875973662794477764)  2025-01-05T18:32Z [--] followers, [--] engagements


"@Crussian17 Here's my take on $OKTA 😉 https://x.com/Cashflowfarming/status/1875967137845747842t=8bBc-kjntuRit2471YkP7A&s=19 Probably the most comprehensive yet digestible investment thesis on $OKTA you will find online. I included qualitative/quantitative info and a case study to deliver a well-rounded insightful thesis. Curious to hear your thoughts in the comments👇👇 (full PDF in the comments.) https://t.co/UGx5hymGGy https://x.com/Cashflowfarming/status/1875967137845747842t=8bBc-kjntuRit2471YkP7A&s=19 Probably the most comprehensive yet digestible investment thesis on $OKTA you will find"  
[X Link](https://x.com/Cashflowfarming/status/1875974286466584937)  2025-01-05T18:34Z [--] followers, [---] engagements


"@HERMESINVEST1 @alc2022 You might like my write up on $OKTA 😉 https://x.com/Cashflowfarming/status/1875967137845747842t=8bBc-kjntuRit2471YkP7A&s=19 Probably the most comprehensive yet digestible investment thesis on $OKTA you will find online. I included qualitative/quantitative info and a case study to deliver a well-rounded insightful thesis. Curious to hear your thoughts in the comments👇👇 (full PDF in the comments.) https://t.co/UGx5hymGGy https://x.com/Cashflowfarming/status/1875967137845747842t=8bBc-kjntuRit2471YkP7A&s=19 Probably the most comprehensive yet digestible investment"  
[X Link](https://x.com/Cashflowfarming/status/1875974399855317307)  2025-01-05T18:35Z [--] followers, [---] engagements


"@FIREDUpWealth If it was public and at a similar valuation would you buy databricks instead of $SNOW"  
[X Link](https://x.com/Cashflowfarming/status/1875990641299341339)  2025-01-05T19:39Z [--] followers, [---] engagements


"@realroseceline @samsolid57 Don't know much about $MELI yetbut $MELI fulfillment centres seem barebones compared to $AMZN. There are no robots the workers walk all the way to the shelves to collect items on a wharehouse designed like a giant wallmart/costco.Doesnt seem optimal to me. Thoughts on this"  
[X Link](https://x.com/Cashflowfarming/status/1875993557787681166)  2025-01-05T19:51Z [--] followers, [---] engagements


"@QualityInvest5 If management hits the midrange of their [----] guidance turns out its a 2x in [--] years if it holds up its current multiple. Not bad. Guidance is probably quite accurate and predictable too for $ASML as customers have to plan and order the machines well in advance"  
[X Link](https://x.com/Cashflowfarming/status/1875994737859232000)  2025-01-05T19:56Z [--] followers, [---] engagements


"@joecarlsonshow AI won't replace salesforce 😂. And $PLTR has absolutely nothing to do with $CRM it's a completely different product. where are people coming with these comparisons 😂😂😂. Source: been using salesforce everyday for [--] years"  
[X Link](https://x.com/Cashflowfarming/status/1875995751228293148)  2025-01-05T20:00Z [--] followers, [---] engagements


"@samsolid57 @realroseceline Oh intersting Thanks 👌🏻"  
[X Link](https://x.com/Cashflowfarming/status/1875997176910016648)  2025-01-05T20:05Z [--] followers, [--] engagements


"@samsolid57 @realroseceline Looks like they are replicating th $AMZN system"  
[X Link](https://x.com/Cashflowfarming/status/1875997554921619867)  2025-01-05T20:07Z [--] followers, [--] engagements


"@mattderron @joecarlsonshow LLMs need data. Without data LLM's are irrelevent. $CRM Customers have years of Data in their salesforce. That data is structured and classified in the salesforce "language".This is proprietary data inside of salesforce. Propretary data is the moat in LLM. So reinforces Crm moat"  
[X Link](https://x.com/Cashflowfarming/status/1876077214669893673)  2025-01-06T01:23Z [--] followers, [--] engagements


"@QualityInvest5 Get rid of chatgpt put in capex (instead of buybacks) to develop their own proprietary ai that embeds seamlessly into iOS ecosystem and all apps. Voice and coice control is the future way we will interact with tech. And AI is the enabler to voice"  
[X Link](https://x.com/Cashflowfarming/status/1876349266551013793)  2025-01-06T19:25Z [--] followers, [---] engagements


"@pffr_felix I don't do TA but if you check the charts for the latest earnings call it popped to [---] after hours remember however I think it went back down on conservative guidance on the same call so I would agree potential to hit [---] quite soon on good news/guidance alone"  
[X Link](https://x.com/Cashflowfarming/status/1876753323115651338)  2025-01-07T22:10Z [--] followers, [--] engagements


"@realroseceline @ValuationNerd [--]. While valuation may look good I don't see a moat or quality business here. Behind the scenes mondaycom is nothing more than a relational database with some fancy colors. Something very easy to replicate. Chat gpt could probably blurb out some barebone code"  
[X Link](https://x.com/Cashflowfarming/status/1877080901735055572)  2025-01-08T19:52Z [--] followers, [---] engagements


"@realroseceline @ValuationNerd [--]. Of course they may have some advantages such as talented people early to market good sales or marketing and trade at agood price. But their target segment is smb and small companies this is the least attractive segment/size to compete in"  
[X Link](https://x.com/Cashflowfarming/status/1877081678671237288)  2025-01-08T19:55Z [--] followers, [--] engagements


"@realroseceline @ValuationNerd [--]. There will be so many competitors: airtable smartsheet trello zoho clickup excel stuff with zapier open source stuff notion wrike local solutions you never heard off. It's a complete race to the bottom in terms of pricing"  
[X Link](https://x.com/Cashflowfarming/status/1877082318097047913)  2025-01-08T19:57Z [--] followers, [---] engagements


"@realroseceline @ValuationNerd [--]. I recomend getting an idea of the average deal size and contract lenght. My guess is that its very low in both cases. I don't see monday getting access to high up execs in medium to large companies which is where all the budgets are kept 😉. $now $crm $hubs $team are probs"  
[X Link](https://x.com/Cashflowfarming/status/1877083907734081589)  2025-01-08T20:04Z [--] followers, [--] engagements


"@ValuationNerd @realroseceline No numbers is not enough for me. I have $hims in my portfolio good numbers on paper but its only a small speculative position as I don't see a moat in them"  
[X Link](https://x.com/Cashflowfarming/status/1877086261892063317)  2025-01-08T20:13Z [--] followers, [---] engagements


"@ValuationNerd @realroseceline Well that is definitely a great sign then then"  
[X Link](https://x.com/Cashflowfarming/status/1877086702973395383)  2025-01-08T20:15Z [--] followers, [--] engagements


"@ValuationNerd @realroseceline What do you believe makes Monday's moat"  
[X Link](https://x.com/Cashflowfarming/status/1877086890643304618)  2025-01-08T20:16Z [--] followers, [---] engagements


"Circle of competence includes: software cybersecurity data & the digital native consumer. Not really in my circle of competence: Semi conductors but $ASML is too good of an opportunity to pass. Investing style: Moats secular tailwinds runway to reinvest into biz @ high ROIC"  
[X Link](https://x.com/Cashflowfarming/status/1877126423749546349)  2025-01-08T22:53Z [--] followers, [---] engagements


"@realroseceline damn this tweet really making think seriously about $MELI. One feedback though is "network effects" there was no explanation about the application to $meli just a generic defintion 🤔"  
[X Link](https://x.com/Cashflowfarming/status/1877483750642036906)  2025-01-09T22:33Z [--] followers, [---] engagements


"@DividendDynasty $SPGI"  
[X Link](https://x.com/Cashflowfarming/status/1877762337567817949)  2025-01-10T17:00Z [--] followers, [--] engagements


"@mattderron Zuck 🐐🐐"  
[X Link](https://x.com/Cashflowfarming/status/1877838546343444942)  2025-01-10T22:02Z [--] followers, [--] engagements


"Currently looking into $WDAY - looks really promising so far"  
[X Link](https://x.com/Cashflowfarming/status/1878131351519400243)  2025-01-11T17:26Z [--] followers, [--] engagements


"Adding some $SPGI today at 480$ 🤩🤩"  
[X Link](https://x.com/Cashflowfarming/status/1878832895131103339)  2025-01-13T15:54Z [--] followers, [---] engagements


"@QualityInvest5 Everything too expensive. $SPGI $WDAY $GOOG only ones close to buying zone for me"  
[X Link](https://x.com/Cashflowfarming/status/1880239147736285312)  2025-01-17T13:02Z [--] followers, [--] engagements


"@wealthmatica $MA diversifying in cyber security"  
[X Link](https://x.com/Cashflowfarming/status/1880239444319719424)  2025-01-17T13:03Z [--] followers, [--] engagements


"@SergeyCYW What are your thoughts on $WDAY"  
[X Link](https://x.com/Cashflowfarming/status/1881382996521218303)  2025-01-20T16:47Z [--] followers, [---] engagements


"@QualityInvest5 I don't understand what you mean Any chance you could rephrase"  
[X Link](https://x.com/Cashflowfarming/status/1882192581565812815)  2025-01-22T22:24Z [--] followers, [---] engagements


"Future of consumer interaction with tech is VOICE. AI allows consumers to do complex tasks via voicethis was not possible before. Why pull out ur phone when you can say a few words and get ur task done 10xfaster. By not investing heavily into proprieteryAII believe $AAPL is👇"  
[X Link](https://x.com/Cashflowfarming/status/1882566002833342597)  2025-01-23T23:08Z [--] followers, [--] engagements


"@eWhispers Breakout imminent 😍😍 see why here: https://x.com/Cashflowfarming/status/1875967137845747842t=f6RVch6NoDBHBxlxB2gl8A&s=19 Probably the most comprehensive yet digestible investment thesis on $OKTA you will find online. I included qualitative/quantitative info and a case study to deliver a well-rounded insightful thesis. Curious to hear your thoughts in the comments👇👇 (full PDF in the comments.) https://t.co/UGx5hymGGy https://x.com/Cashflowfarming/status/1875967137845747842t=f6RVch6NoDBHBxlxB2gl8A&s=19 Probably the most comprehensive yet digestible investment thesis on $OKTA you"  
[X Link](https://x.com/Cashflowfarming/status/1882844688182555106)  2025-01-24T17:35Z [--] followers, [---] engagements


"$OKTA road to $100 💪🏻 Two legends one vision. 🏁 Were proud to announce our partnership with the @McLarenF1 Team. Start your engines: https://t.co/MsVp2suNmE https://t.co/thbVvtCfLr Two legends one vision. 🏁 Were proud to announce our partnership with the @McLarenF1 Team. Start your engines: https://t.co/MsVp2suNmE https://t.co/thbVvtCfLr"  
[X Link](https://x.com/Cashflowfarming/status/1884268079078855052)  2025-01-28T15:51Z [--] followers, [---] engagements


"@QualityInvest5 $OKTA $WDAY"  
[X Link](https://x.com/Cashflowfarming/status/1885475442959802426)  2025-01-31T23:49Z [--] followers, [--] engagements


"@FluentInQuality $OKTA at 72$. $META during the drawdown. Currently evolution gaming"  
[X Link](https://x.com/Cashflowfarming/status/1898392371672309894)  2025-03-08T15:16Z [--] followers, [--] engagements


"@qualityequities Imagine what this means for $NOW"  
[X Link](https://x.com/Cashflowfarming/status/1901052494739881996)  2025-03-15T23:26Z [--] followers, [--] engagements


"@FiscoraOriginal I hold both. At these current prices I would only add PANW"  
[X Link](https://x.com/Cashflowfarming/status/1901661784416583922)  2025-03-17T15:47Z [--] followers, [--] engagements


"@FiscoraOriginal Zscaler looking good at these levels"  
[X Link](https://x.com/Cashflowfarming/status/1901682598537032047)  2025-03-17T17:10Z [--] followers, [--] engagements


"@realroseceline Google has it's own AWS called GCP. Which is growing at a faster rate than AWS and Azure. Net income from GCP will grow v. fast due to operating leverage of the business"  
[X Link](https://x.com/Cashflowfarming/status/1902103440664269017)  2025-03-18T21:02Z [--] followers, [---] engagements


"@QualityInvest5 Underwhelming. I was holding $ABNB up to now. Hoping and waiting for some founder-led Magic from chesky. But my patience has run out. I'm transferring my $ABNB into $BKNG Glenn Fogel is an investment banker who runs $BKNG for the shareholders My money better use in his hands"  
[X Link](https://x.com/Cashflowfarming/status/1922373431305085057)  2025-05-13T19:28Z [--] followers, [---] engagements


"@invest091 Exactly my thoughts just sold everything. I'm allocating to Fogel THE INVESTMENT BANKER who maximises shareholder returns $BKNG"  
[X Link](https://x.com/Cashflowfarming/status/1922374754784170420)  2025-05-13T19:33Z [--] followers, [--] engagements


"@wealthmatica Dunno about 5x but $WDAY is a pretty good R/R here"  
[X Link](https://x.com/Cashflowfarming/status/1925514393007149296)  2025-05-22T11:29Z [--] followers, [--] engagements


"Looks lika a job for $WDAY There are currently [--] distinct financial management systems across the [--] CFO Act agencies with instances of disparate systems occurring even intra-agency (e.g. Homeland Security has [--] separate systems Treasury has [--] etc.) Sometimes to transfer data between systems paper There are currently [--] distinct financial management systems across the [--] CFO Act agencies with instances of disparate systems occurring even intra-agency (e.g. Homeland Security has [--] separate systems Treasury has [--] etc.) Sometimes to transfer data between systems paper"  
[X Link](https://x.com/Cashflowfarming/status/1926690609386926324)  2025-05-25T17:23Z [--] followers, [--] engagements


"@TechFundies can you do $okta"  
[X Link](https://x.com/Cashflowfarming/status/1927856107168436504)  2025-05-28T22:34Z [--] followers, [---] engagements


"Sippin on that sweet Agentforce Kool-Aid freshly imported from the shores of Fakarava. -- $CRM $NOW"  
[X Link](https://x.com/Cashflowfarming/status/1928421080634359859)  2025-05-30T11:59Z [--] followers, [--] engagements


"Workday Investment Thesis. $WDAY. Currently trading at a good price with a strong market position and great fundamentals. However there is [--] major Risk to consider. Full PDF in the comments"  
[X Link](https://x.com/Cashflowfarming/status/1931737140813013450)  2025-06-08T15:36Z [--] followers, [---] engagements


"@mattderron 👍🏻 Good luck. Long the audiobook players $SPOT and $AMZN 😆"  
[X Link](https://x.com/Cashflowfarming/status/1955275949156553013)  2025-08-12T14:31Z [---] followers, [--] engagements


"@simonseverino I see you got $GOOG as your @JordiAlba 😉😉"  
[X Link](https://x.com/Cashflowfarming/status/1955758570043224357)  2025-08-13T22:29Z [---] followers, [--] engagements


"@QualityInvest5 The numbers look good. Managment is disciplined. The valuation is attractive. 98% Retention. However the story lacks a catalyst or tailwind in the market's eyes and I semi agree with this sentiment. I would say $WDAY is managed better and more efficiently than $CRM"  
[X Link](https://x.com/Cashflowfarming/status/1959017629424763300)  2025-08-22T22:19Z [---] followers, [---] engagements


"@QualityInvest5 I'm happy they deserve this company never refunded my when they canceled their own flights. I've been waiting on the money since [----] but I can give up all hopes of getting my 100$ back now 😂"  
[X Link](https://x.com/Cashflowfarming/status/1961570367778050343)  2025-08-29T23:23Z [---] followers, [---] engagements


"@pr3miumtrader @QualityInvest5 Airlines never was a good investment tbh"  
[X Link](https://x.com/Cashflowfarming/status/1961570526268121172)  2025-08-29T23:23Z [---] followers, [--] engagements


"Despite strong secular tailwind. Honeywell Aerospace's performance has been hidden inside the conglomerate. Extract from Elliott's letter to Honeywell directors in 2024"  
[X Link](https://x.com/Cashflowfarming/status/1964102078743146606)  2025-09-05T23:03Z [---] followers, [---] engagements


"@BigIdeasCapital Once an APU or Avionic is installed or specified by an OEM Honeywell makes revenue by servicing replacing spare parts maintenance replacing updating the systems throughout the lifecycle of the plane (20/30 yrs). Similar concept to the Razor and Blade model"  
[X Link](https://x.com/Cashflowfarming/status/1964102835924062522)  2025-09-05T23:06Z [---] followers, [---] engagements


"@invest091 I like TDG. But what about the valuation https://x.com/Cashflowfarming/status/1964057943332270275 Everyone chases $GE Aerospace and $TDG TransDigm but the most interesting Aerospace play is still hiding inside a conglomerate: Honeywell Aerospace $HON: The Hidden Cockpit Giant. Honeywell Aerospace is the cockpit powerhouse nobody talks about. Decades of recurring revenue https://t.co/TLsXByH0rD https://x.com/Cashflowfarming/status/1964057943332270275 Everyone chases $GE Aerospace and $TDG TransDigm but the most interesting Aerospace play is still hiding inside a conglomerate:"  
[X Link](https://x.com/Cashflowfarming/status/1964104554263228512)  2025-09-05T23:13Z [---] followers, [---] engagements


"@invest091 Commercially a bundle might make sense and add value to customers. But from a technical perspective PANW doesn't consolidaye anything as their M&A just result in very disjointed technology and processes"  
[X Link](https://x.com/Cashflowfarming/status/1965471685106360706)  2025-09-09T17:45Z [---] followers, [--] engagements


"@invest091 I much prefer $FTNT and $CRWD whith a more organic product development focus"  
[X Link](https://x.com/Cashflowfarming/status/1965471890396582222)  2025-09-09T17:46Z [---] followers, [--] engagements


"@QualityInvest5 👏 Also love the fact that it's a hard asset. "Backbone Infrastructure" is the mental category I put it in. It feels good to own non tech names in the portfolio. A lot less prone to rapid shifts and disruption"  
[X Link](https://x.com/Cashflowfarming/status/1966266353188479143)  2025-09-11T22:23Z [---] followers, [---] engagements


"👉Some insights from the SaaS trenches: A lot of product teams are shipping some great AI add-ons right now with genuinely great use cases real ROI solving real problems. However there's a big roadblock to adoption: PRICING. Most companies are implementing token or credit systems. They are marking up API calls by 5000% percent (If it costs the vendor $0.01 to run but they package it at $0.50 thats a 98% margin). Buyers arent dumb. They know it costs fractions of a cent to run. It feels like a cash grab and technical buyers especially are pushing back on these prices. The top-level Execs"  
[X Link](https://x.com/Cashflowfarming/status/1967645290753638575)  2025-09-15T17:42Z [---] followers, [---] engagements


"@realroseceline @wealthmatica pricing power ad impressions whatsapp and agentic commerce over whatsapp. $META has a massive runway for organic revenue growth"  
[X Link](https://x.com/Cashflowfarming/status/1969861014016434235)  2025-09-21T20:27Z [---] followers, [--] engagements


"@thedealdirector An Ai agent logging in to an MCP server using auth0 as authentication tool is fake news"  
[X Link](https://x.com/Cashflowfarming/status/1970890183215128663)  2025-09-24T16:36Z [---] followers, [---] engagements


"@fiscorainvest What if a product become "infrastructure" "  
[X Link](https://x.com/Cashflowfarming/status/1971303062108242090)  2025-09-25T19:57Z [---] followers, [--] engagements


"@Kaizen_Investor who are your favourites"  
[X Link](https://x.com/Cashflowfarming/status/1975299415431843995)  2025-10-06T20:37Z [---] followers, [--] engagements


"@fiscorainvest $OKTA"  
[X Link](https://x.com/Cashflowfarming/status/1975305041293840426)  2025-10-06T20:59Z [---] followers, [---] engagements


"@Kaizen_Investor I have $CRWD $OKTA $FTNT. I love the $NET's business model which is royalty on their customers internet growth but valuation too stretched to buy in rn. All of cyber are great picks tbh 😍"  
[X Link](https://x.com/Cashflowfarming/status/1975309909018484845)  2025-10-06T21:19Z [---] followers, [---] engagements


"Just playing around with AI. Not financial advice lol $HON"  
[X Link](https://x.com/Cashflowfarming/status/1975687133538230750)  2025-10-07T22:18Z [---] followers, [---] engagements


"L take. Why invest capital in the software layer which will be comoditised when you could make higher ROIC selling the compute power/infrastructure via your already exisitng oligopoly (AWS). The fact that $AMZN doesnt have an AI chatbot is just bizarre to me. They invested many $ billions in Alexa over the years yet have done nothing to compete in consumer AI. Whats going on 🤔 The fact that $AMZN doesnt have an AI chatbot is just bizarre to me. They invested many $ billions in Alexa over the years yet have done nothing to compete in consumer AI. Whats going on 🤔"  
[X Link](https://x.com/Cashflowfarming/status/1976363456354996495)  2025-10-09T19:05Z [---] followers, [---] engagements


"The real point of focus for $AMZN is how they plan to compete with Google's TPU cost advantage in the cloud market"  
[X Link](https://x.com/Cashflowfarming/status/1976371577873891349)  2025-10-09T19:37Z [---] followers, [---] engagements


"@QualityInvest5 why"  
[X Link](https://x.com/Cashflowfarming/status/1976374572019744856)  2025-10-09T19:49Z [---] followers, [---] engagements


"Yes TPU is game changing $GOOGL's TPUs will in the long run probably turn out to be one of their best investments in history. - $GOOGL processes over [---] quadrillion tokens/month - OpenAI's API processes [---] trillion/month $GOOGL with AI overviews and Gemini is already showing you how cost/effective $GOOGL's TPUs will in the long run probably turn out to be one of their best investments in history. - $GOOGL processes over [---] quadrillion tokens/month - OpenAI's API processes [---] trillion/month $GOOGL with AI overviews and Gemini is already showing you how cost/effective"  
[X Link](https://x.com/Cashflowfarming/status/1977748234740122086)  2025-10-13T14:48Z [---] followers, [---] engagements


"@SimeonResearch_ Honeywell"  
[X Link](https://x.com/Cashflowfarming/status/1978576613940875319)  2025-10-15T21:39Z [---] followers, [---] engagements


"@DeItaone I like $TCOM"  
[X Link](https://x.com/Cashflowfarming/status/2014842707093430720)  2026-01-23T23:28Z [---] followers, [---] engagements


"Current Portfolio visualisation using @finchat_io best looking tool I found so far for portfolio visualisation💪. $OKTA overtaking $AMZN as my no*1 position this week. $EVO $EVO.ST the biggest laggard in my portfolio. $MSCI $NOW $MCO $BKNG all on watchlist but to Xpensive"  
[X Link](https://x.com/Cashflowfarming/status/1877123930579669374)  2025-01-08T22:43Z [---] followers, [----] engagements


"$ABNB CFO on today's release: The expectation is that in [----] this will not be a material driver of revenue growth but as we scale in future years it should be. Basically saying that todays "release" won't make a difference to the top/bottom line. Long: $BKNG and Fogel"  
[X Link](https://x.com/Cashflowfarming/status/1922398505097642260)  2025-05-13T21:08Z [---] followers, [----] engagements


"$okta quietly executing on authentication for AI agents: Potentially the biggest TAM expansion playing out in the current SaaS landscape. https://auth0.com/blog/auth0-google-a2a/ https://auth0.com/blog/auth0-google-a2a/"  
[X Link](https://x.com/Cashflowfarming/status/1931084716926513363)  2025-06-06T20:24Z [---] followers, [----] engagements


"@invest091 Strong pricing power and management is laser-focused on shareholder value. I also like $TDG $GE in the space. $HON Honeywell aerospace will be spun-off next year. They are the leader in Avionics and APU's. Could be a repeat of the $GE spin-off in terms of share appreciation"  
[X Link](https://x.com/Cashflowfarming/status/1931763184647475276)  2025-06-08T17:20Z [---] followers, [---] engagements


"Portfolio update (for the [--] ppl who care😆): Not much activity in the last [--] months. I used the tarif dip and other dips to consolidate into my highest convictions/best ideas. Biggest moves: 1) Exited $GOOG Bought: $META $OKTA $NOW. - Reason: conviction SWAN buying during a dip. 2) Exited $EVO bought: $ADYEN. - Reason: I lost trust in $EVO I find the business & management too shady not transparent. Meanwhile I was able to scoop up $ADYEN during the most recent post-earnings flash dip. - I lost money on $EVO the Revenue from unregulated markets creates too much uncertainty for me. I won't"  
[X Link](https://x.com/Cashflowfarming/status/1958963717669810395)  2025-08-22T18:45Z [---] followers, [---] engagements


"@wealthmatica $BN Ferrovial Honeywell Safran GE CP CNI Otis asml pac aena azo lng tdg lkq heico fast dhr. All high quality hard asset/moaty stocks completely unrelated to tech/ai. I also like $UMG have you looked into it"  
[X Link](https://x.com/Cashflowfarming/status/1961550732148281528)  2025-08-29T22:05Z [---] followers, [---] engagements


"Aight my AI slop forgot to clearly explain that ServiceNow is quietly morphing into an automation engine that disintermediates humans and saves enterprises massive costs. Thats why $NOW is uniquely positioned to adopt usage based pricing and avoid the seat-based squeeze which is crushing 99% of SaaS companies rn $NOW"  
[X Link](https://x.com/Cashflowfarming/status/1976426520890556870)  2025-10-09T23:16Z [---] followers, [---] engagements


"I have the strange feeling $goog will eventually acquire $okta "  
[X Link](https://x.com/Cashflowfarming/status/1978933253156262097)  2025-10-16T21:17Z [---] followers, [---] engagements


"Without advances in miniaturisation AI and high performance computes goes nowhere. That is the investment thesis in $ASML . Oh man this tweet might offend some. These days: Many people own $ASML for one or two or three reasons [--]. They are European and have a lot of pride in the biggest/most important company in Europe. [--]. They have a MOAT [--]. Buybacks In reality they probably need a complete Oh man this tweet might offend some. These days: Many people own $ASML for one or two or three reasons [--]. They are European and have a lot of pride in the biggest/most important company in Europe. [--]. They"  
[X Link](https://x.com/Cashflowfarming/status/1981681385556639883)  2025-10-24T11:17Z [---] followers, [---] engagements


"@davistrazza Congrats. (Don't pull a Fiserv $fi on us David pls😆)"  
[X Link](https://x.com/Cashflowfarming/status/1983584714725453857)  2025-10-29T17:20Z [---] followers, [---] engagements


"@Brian_Stoffel_ $CRWD"  
[X Link](https://x.com/Cashflowfarming/status/1983585259309392002)  2025-10-29T17:22Z [---] followers, [---] engagements


"This trainium thing better work out sir. Otherwise AWS and my portfolio is cooked 😳. Dont let me down Andy my entire financial freedom rests on your shoulders and that of your ASIC and Robot army 🫣 About a year ago this site near South Bend Indiana was just cornfields. Today its [--] of our U.S. data centers powering Project Rainier one of the worlds largest AI compute clusters built in collaboration with @AnthropicAI. It is 70% larger than any AI computing platform https://t.co/V7PzIqMTA4 About a year ago this site near South Bend Indiana was just cornfields. Today its [--] of our U.S. data"  
[X Link](https://x.com/Cashflowfarming/status/1983648498580148591)  2025-10-29T21:33Z [---] followers, [---] engagements


"@SayNoToTrading What part of $hon interests you"  
[X Link](https://x.com/Cashflowfarming/status/1984574477275992348)  2025-11-01T10:53Z [---] followers, [---] engagements


"Not to mention the thousands of companies integrating openai tokens into their existing services. Forget about the financials from a technical perspective OpenAI does seem to big to fail. The core issue DeSantis is pointing at is legitimate and worth taking seriously. OpenAI is unprofitable has never turned a profit and yet it's been structured into the infrastructure of major tech companies in ways that make it systematically important. Microsoft is betting The core issue DeSantis is pointing at is legitimate and worth taking seriously. OpenAI is unprofitable has never turned a profit and"  
[X Link](https://x.com/Cashflowfarming/status/1985454151598276903)  2025-11-03T21:08Z [---] followers, [--] engagements


"@Kaizen_Investor I'm bullish $FTNT"  
[X Link](https://x.com/Cashflowfarming/status/1986139981320978917)  2025-11-05T18:34Z [---] followers, [---] engagements


"How can you compare $PLTR $NOW or $CRWD with NoMoatLingo 😵 One category is critical IT infrastructure with million dollar multi year contracts locked in with governments armies large enterprises. Helping them fend off attack from state sponsored cyber militias from China and the DPKR. And the other one is a B2C language learning game/app. You need to compare valuation in the same industry. Of course they will trade at different valuations although I am the first to admit $CRWD valuation is stretched and lets not talk about $PLTR lol. Yes when you compare $DUOL to $PLTR the numbers look poor."  
[X Link](https://x.com/Cashflowfarming/status/1986525193867571334)  2025-11-06T20:04Z [---] followers, [---] engagements


"@Compound_life_ #nomoatlingo"  
[X Link](https://x.com/Cashflowfarming/status/1986870275347025980)  2025-11-07T18:56Z [---] followers, [---] engagements


"$MSFT Nadella: "The problem is not GPU glut. The problem is that we are power constrained there is not enough power to plug-in all the GPU's" (paraphrasing). Enters $ASML In a world with energy constraints the only way to get extra compute from a fixed energy limit is to fit more transistors in the same chip surface area. This is called Miniaturisation: Miniaturisation makes chips more energy efficient because shrinking transistors shortens the distance electrons travel reducing resistance and heat loss. Smaller transistors also need lower voltage and have less capacitance so each switch uses"  
[X Link](https://x.com/Cashflowfarming/status/1986937001594019886)  2025-11-07T23:21Z [---] followers, [---] engagements


"Stephanie Link the 🐐 gives $FTNT the stamp of approval here 🫡"  
[X Link](https://x.com/Cashflowfarming/status/1987647961095139370)  2025-11-09T22:26Z [---] followers, [---] engagements


"@FromValue Where is the moat Revenue growth does not automatically = moat"  
[X Link](https://x.com/Cashflowfarming/status/1988028451018702886)  2025-11-10T23:38Z [---] followers, [---] engagements


"Lol "retention rate" is not a moat. It may be the symptom or indicator of a moat but retention rate in itself is not a moat. High retention rate may indicate the presence switching costs or network effects which constitute moats. But Duolingo neither has switching cost or network effects. Which makes it very difficult to confidently project your high retention will endure throuh time"  
[X Link](https://x.com/Cashflowfarming/status/1988219053819711838)  2025-11-11T12:15Z [---] followers, [--] engagements


"@DanielPostednik Bad acqusitions lack of transparency not acountable always changing strategy I dont like their attitude in earnings call"  
[X Link](https://x.com/Cashflowfarming/status/1988219648643658181)  2025-11-11T12:17Z [---] followers, [--] engagements


"Why is DLO comparing their NRR to Enterprise SaaS and not other PSP/Payment peers The dynamics behind NRR for payments end enterprise SaaS are not the same and there is no shortage of payment peers to compare from. Seems strange from managment it's like comparing apple to oranges"  
[X Link](https://x.com/Cashflowfarming/status/1989092570702504029)  2025-11-13T22:06Z [---] followers, [---] engagements


"$HON is very invovled with EVTOL and $ACHR Archer $ACHR has signed its first deal to supply its electric powertrain to third parties starting with Anduril and EDGE for the new Omen autonomous air vehicle. The UAE already committed to [--] units. This opens a new revenue stream for Archer and validates the value of its https://t.co/6vM6c2UOym Archer $ACHR has signed its first deal to supply its electric powertrain to third parties starting with Anduril and EDGE for the new Omen autonomous air vehicle. The UAE already committed to [--] units. This opens a new revenue stream for Archer and validates"  
[X Link](https://x.com/Cashflowfarming/status/1990581194455732619)  2025-11-18T00:41Z [---] followers, [---] engagements


"@davey_juice Their are investing more heavily in sales and marketing this year ceo called it out last yr in earnings call"  
[X Link](https://x.com/Cashflowfarming/status/1990925380400582700)  2025-11-18T23:29Z [---] followers, [--] engagements


"Amazing list Want to invest in wide moat stocks Here are a few categories to choose from: Financial Services 💹 S&P Global $SPGI Moody's $MCO Visa or Mastercard $V $MA MSCI $MSCI Fair Isaac $FICO Big Tech Amazon $AMZN Google $GOOGL Microsoft $MSFT Meta $META Apple $AAPL Semis🧑🏭 ASML Want to invest in wide moat stocks Here are a few categories to choose from: Financial Services 💹 S&P Global $SPGI Moody's $MCO Visa or Mastercard $V $MA MSCI $MSCI Fair Isaac $FICO Big Tech Amazon $AMZN Google $GOOGL Microsoft $MSFT Meta $META Apple $AAPL Semis🧑🏭 ASML"  
[X Link](https://x.com/Cashflowfarming/status/1990933436450718174)  2025-11-19T00:01Z [---] followers, [---] engagements


"There is no AI bubble. The AI value chain is actually very healthy. AI value chain example: $ASML $TSMC $NVDA $AMZN ANTRHOPIC $NOW"  
[X Link](https://x.com/Cashflowfarming/status/1991616959310623159)  2025-11-20T21:17Z [---] followers, [---] engagements


"@FlasheurInvest $UMG"  
[X Link](https://x.com/Cashflowfarming/status/1992034535161442582)  2025-11-22T00:56Z [---] followers, [---] engagements


"Best money i spent this year While this post is blowing up Id like to remind everyone Im contributing 100% of my Patreon earnings to feed the homeless on Christmas day Its $3 a month and you also obviously get discord access exclusive videos etc Thank you in advance link in bio 🤝 https://t.co/sviRb6ZbwR While this post is blowing up Id like to remind everyone Im contributing 100% of my Patreon earnings to feed the homeless on Christmas day Its $3 a month and you also obviously get discord access exclusive videos etc Thank you in advance link in bio 🤝 https://t.co/sviRb6ZbwR"  
[X Link](https://x.com/Cashflowfarming/status/1992734056174534879)  2025-11-23T23:16Z [---] followers, [----] engagements


"@QualityInvest5 Nomoatlingo"  
[X Link](https://x.com/Cashflowfarming/status/1993417481428635997)  2025-11-25T20:32Z [---] followers, [--] engagements


"@Kaizen_Investor I'm not happy with it"  
[X Link](https://x.com/Cashflowfarming/status/1995964428538585232)  2025-12-02T21:12Z [---] followers, [--] engagements


"This is wrong. You are wrong to think that ASML is a european company and/or controlled by europe. [--]. Trump pulls U.S. out of Nato. [--]. Europe makes a new security alliance with China including access to ASML. [--]. China pressures Russia to end the Ukraine war. [--]. Make America Grift Alone [--]. Trump pulls U.S. out of Nato. [--]. Europe makes a new security alliance with China including access to ASML. [--]. China pressures Russia to end the Ukraine war. [--]. Make America Grift Alone"  
[X Link](https://x.com/Cashflowfarming/status/1998435072471421176)  2025-12-09T16:50Z [---] followers, [--] engagements


"@mply_cap $OKTA"  
[X Link](https://x.com/Cashflowfarming/status/1999685829019787581)  2025-12-13T03:40Z [---] followers, [---] engagements


"I've been talking about Okta's new massive TAM for authenticating AI agents since Winter [----]. Glad to see analysts confirming the thesis. https://x.com/i/status/1875967137845747842 $OKTA : Jefferies upgrades to Buy raises  $ Analyst cites valuation disconnect and multiple FY27 catalysts including Agentic AI tailwinds and estimate upside. https://t.co/R84R6KNE8x https://x.com/i/status/1875967137845747842 $OKTA : Jefferies upgrades to Buy raises  $ Analyst cites valuation disconnect and multiple FY27 catalysts including Agentic AI tailwinds and estimate upside. https://t.co/R84R6KNE8x"  
[X Link](https://x.com/Cashflowfarming/status/2000947230124204226)  2025-12-16T15:12Z [---] followers, [---] engagements


"Amazing company What do you have it valued at @mply_cap Sadly my buy price is at 40$ a share. 🥲 Gutted I missed out on it. This company will change the way you look at stocks. Ferrovial ( $FER ) is a natural monopoly and owns some of the most prized assets and infrastructure in the world. If you don't have time now bookmark and read this later. 🧵 https://t.co/axTKzqXMwW This company will change the way you look at stocks. Ferrovial ( $FER ) is a natural monopoly and owns some of the most prized assets and infrastructure in the world. If you don't have time now bookmark and read this later."  
[X Link](https://x.com/Cashflowfarming/status/2001557441868448238)  2025-12-18T07:37Z [---] followers, [---] engagements


"@the_zack_zhu What are your initial thoughts on trip com Does it have bkng potential in terms of business model and returns"  
[X Link](https://x.com/Cashflowfarming/status/2003810031087796241)  2025-12-24T12:48Z [---] followers, [--] engagements


"Disagree: It lowers barriers to entry and increases pressure on already intense dev release cycles. Making the whole industry less attractive to invest in than it was before AI and vibe coding. - Sales and GTM playbooks in SaaS are also quite commoditised there's no special sauce. It becomes who can throw the most money into lead gen. Once again increasing the competitive landscape thus making it less attractive industry to invest in. I say this as someone who owned and still owned some SaaS (mostly Cyber). https://twitter.com/i/web/status/2010818493588127886"  
[X Link](https://x.com/Cashflowfarming/status/2010818493588127886)  2026-01-12T20:57Z [---] followers, [---] engagements


"RIP $DUOL. I made my own app to learn and practice Mandarin. All it takes is playing around with the structure/DB. Choose your learning philosophy/method/system. Plug in the openai API it does it all: Text to speech speech to text translation pinyin characters. Genrate vocab. You can speak into your phone and it tells youbif you are pronouncing right. Amazing. https://twitter.com/i/web/status/2012851447881146856 https://twitter.com/i/web/status/2012851447881146856"  
[X Link](https://x.com/Cashflowfarming/status/2012851447881146856)  2026-01-18T11:35Z [---] followers, [--] engagements


"$NOW Aight my AI slop forgot to clearly explain that ServiceNow is quietly morphing into an automation engine that disintermediates humans and saves enterprises massive costs. Thats why $NOW is uniquely positioned to adopt usage based pricing and avoid the seat-based squeeze which https://t.co/DSFYTiran0 Aight my AI slop forgot to clearly explain that ServiceNow is quietly morphing into an automation engine that disintermediates humans and saves enterprises massive costs. Thats why $NOW is uniquely positioned to adopt usage based pricing and avoid the seat-based squeeze which"  
[X Link](https://x.com/Cashflowfarming/status/2013604556836311339)  2026-01-20T13:28Z [---] followers, [--] engagements


"@nikoliasgoninus Yes they can. And your scaling to [--] billion ARR part is irrelevent. https://x.com/i/status/2012851447881146856 RIP $DUOL. I made my own app to learn and practice Mandarin. All it takes is playing around with the structure/DB. Choose your learning philosophy/method/system. Plug in the openai API it does it all: Text to speech speech to text translation pinyin characters. Genrate https://t.co/bqCmXthmfi https://x.com/i/status/2012851447881146856 RIP $DUOL. I made my own app to learn and practice Mandarin. All it takes is playing around with the structure/DB. Choose your"  
[X Link](https://x.com/Cashflowfarming/status/2014333688616558629)  2026-01-22T13:45Z [---] followers, [----] engagements


"@nikoliasgoninus I don't need 50mil mau sir. That's irrelevent. What I also don't need anymore is my Duolingo app"  
[X Link](https://x.com/Cashflowfarming/status/2014338723903664297)  2026-01-22T14:05Z [---] followers, [---] engagements


"What data moat does $DUOL have. $CRWD has proprietaty threat intelligence. That's a data moat. @TheRealBirnbaum I can't wrap my around the fact that guys with 100k followers can't understand data moats @TheRealBirnbaum I can't wrap my around the fact that guys with 100k followers can't understand data moats"  
[X Link](https://x.com/Cashflowfarming/status/2014483528361152573)  2026-01-22T23:41Z [---] followers, [---] engagements


"@RepeatTravels I miss VN Coffee 😌"  
[X Link](https://x.com/Cashflowfarming/status/2014667492778459165)  2026-01-23T11:52Z [---] followers, [--] engagements


"Grab is meh across SEA tbh Meh for the food and for bike the likes of Gojek dominate in indonesia. IDK if Grab will ever achieve super app status. VN is cloning wechat w/Zalo indonesia has gojek. I know thailand have a bunch of competing food delivery. I feel they are too spread out and dont dominate a specific country or vertical. https://twitter.com/i/web/status/2014742410350268549 https://twitter.com/i/web/status/2014742410350268549"  
[X Link](https://x.com/Cashflowfarming/status/2014742410350268549)  2026-01-23T16:49Z [---] followers, [--] engagements


"@Ahmedinvests I think we see $META [----] $ this year"  
[X Link](https://x.com/Cashflowfarming/status/2015468044353507804)  2026-01-25T16:53Z [---] followers, [---] engagements


"@QualityInvest5 You are using the wrong tool to vibe code. You should try @v0 or @Lovable. @supabase for DB. and @vercel to host"  
[X Link](https://x.com/Cashflowfarming/status/2015493310702375052)  2026-01-25T18:33Z [---] followers, [---] engagements


"@yenkel What technology would make it more secure FGA"  
[X Link](https://x.com/Cashflowfarming/status/2015587947865604564)  2026-01-26T00:49Z [---] followers, [--] engagements


"@buccocapital " OpenAI uses Slack". For now"  
[X Link](https://x.com/Cashflowfarming/status/2015925538502705496)  2026-01-26T23:11Z [---] followers, [--] engagements


"China's MOAT I visited Shenzhen for the first time. I went mostly out of curiosity as someone interested in technology I was impressed by the City. Shenzhen is a very modern city the infrastructure is new and designed with technology in mind. Shenzhen is the definition of a Smart City. During my stay I rode self driving cars and buses saw delivery drones in action and came across robots in everyday settings. One of the highlights for me was spending time in the 24/7 maker spaces such as @chaihuomaker. They are very open and welcoming. People are there to build experiment and help each other"  
[X Link](https://x.com/anyuser/status/2014486669647323289)  2026-01-22T23:53Z [---] followers, [---] engagements


"🗣🎧Voice: the next Frontier of technolgy. Voice has been the future of technology and computing for a long time. But it never really took off or worked the way people needed it to because the technology wasnt ready (eg: SIRI 💩). However 🤖AI and LLMs have finally unblocked this tech bottleneck: tech like #LLM speech-to-text text-to-speech #OCR and system-level control finally make voice operational. -- 💥Not only is AI unlocking voice🔓 its smashing the voice frontier and supercharging it. Let me explain: Since the mainframe technology has kept moving closer to the human body 🚶. - First it"  
[X Link](https://x.com/Cashflowfarming/status/2015466156136485156)  2026-01-25T16:45Z [---] followers, [--] engagements


"@Ahmedinvests Great Biz. I would also count $AMZN as a robotics play btwm"  
[X Link](https://x.com/Cashflowfarming/status/2016233415993868526)  2026-01-27T19:34Z [---] followers, [--] engagements


"Susan Li - $META CFO just now: "We're seeing good early traction with our business AI in Mexico and the Philippines with over [--] million weekly conversations between people and business AI's now happening on our messaging platforms. This year we will expand availability of our business eyes to more markets while also extending their capabilities". Called it out earlier in Jan and maintain that this is only the very beginning for whatsapp monetisation. Spotted in Japan. Flyer for a business taking reservation via Whatsapp using an automated Whatsapp business agent. Part of my $META upside"  
[X Link](https://x.com/Cashflowfarming/status/2016632373396340903)  2026-01-28T21:59Z [---] followers, [---] engagements


"@ManuInvests Last [--] months dip was glorious time to accumlate. The signs were there accelerated growth + CFO hints on massively untapped pricing power.🤝🏻"  
[X Link](https://x.com/Cashflowfarming/status/2017000793543467179)  2026-01-29T22:23Z [---] followers, [--] engagements


"Voice is the next compute frontier. https://x.com/cashflowfarming/status/2015466156136485156s=61 $META glasses will be the next platform and will be a new revenue stream. Diversifying beyond the ad business: glasses. packaged with AI subscriptions. home to a $META operated App Store. https://x.com/cashflowfarming/status/2015466156136485156s=61 $META glasses will be the next platform and will be a new revenue stream. Diversifying beyond the ad business: glasses. packaged with AI subscriptions. home to a $META operated App Store"  
[X Link](https://x.com/Cashflowfarming/status/2017275621647188393)  2026-01-30T16:36Z [---] followers, [--] engagements


"Some back of napkin returns assuming a 10% Rev beat scenario. 12% to 19% CAGR depending on which multiple you apply 12% to 19% CAGR. 6% if apply worst case multiple: downsid from here is still very low IMO"  
[X Link](https://x.com/Cashflowfarming/status/2017749028142723410)  2026-01-31T23:57Z [---] followers, [--] engagements


"I think $OKTA is cooking smthg big w/ AI agent security. Hopefully they can execute and win this market. @gakonst auth0 OAuth [---] and Vault to prevent cross user leakage the agent itself is treated as stateless and untrusted: all data access is request scoped memory is isolated per user and theres no shared vector store or shared conversation context. The backend enforces default deny https://t.co/OQvbqWohIk @gakonst auth0 OAuth [---] and Vault to prevent cross user leakage the agent itself is treated as stateless and untrusted: all data access is request scoped memory is isolated per user and"  
[X Link](https://x.com/Cashflowfarming/status/2018050998019768661)  2026-02-01T19:57Z [---] followers, [---] engagements


"$OKTA and $FTNT CFO. 🫵🏻🫵🏻 I HOPE YOU HAVE YOUR FINGER ON THE BUYBACK BUTTON TODAY"  
[X Link](https://x.com/Cashflowfarming/status/2018769190086119776)  2026-02-03T19:30Z [---] followers, [---] engagements


"@the_zack_zhu What stood out to me also is that when dining in at a restaurant the menu and ordering was all done 9n meituan. My chinese friends also used meituan as discovery to find restaurants nearby to dine-in"  
[X Link](https://x.com/Cashflowfarming/status/2015407391173464171)  2026-01-25T12:52Z [---] followers, [---] engagements


"Note on Coupang $CPNG vs MercadoLibre $MELI. (I recently spent time in South Korea $CPNG vans and parcels were everywhere. When I was in LATAM $MELI was much less visible). And that is kind of why I prefer owning $MELI vs $CPNG. Why Because I am more attracted to investing ins Compounding runway vs Maturity. Let's compare both: Let's start with $CPNG : 1) South Korea has the world's highest e-commerce penetration rate. Internet and digital services are highly penetrated leaving smaller whitespace to conquer. 2) Walking around Seoul this is highly obvious: Coupang is everywhere: groceries"  
[X Link](https://x.com/Cashflowfarming/status/2015440973153624363)  2026-01-25T15:05Z [---] followers, 12.5K engagements


"OOOh yes I completely forgot about the population and GDP trend. I wanted to include that but forgot. Great shout mmh when it comes to $SE vs $MELI @CapexAndChill knows more than me he's the man. But IMO there is room for both. Personally I find $MELI's ecosystem more robust and managment and company are LATAM native which helps. They have a lot of cultural relevence with sponsorships marketing etc. https://twitter.com/i/web/status/2015478997350814201 https://twitter.com/i/web/status/2015478997350814201"  
[X Link](https://x.com/Cashflowfarming/status/2015478997350814201)  2026-01-25T17:36Z [---] followers, [---] engagements


"The days where technology will be operated purely by our brain's electromagnetic signals will eventually come ( $META neural band is an early preview). In the mean time and thanks to LLM's voice will be the interim medium to operate tech hands and voice free. https://t.co/QramTcQ2GK https://t.co/QramTcQ2GK"  
[X Link](https://x.com/Cashflowfarming/status/2016549345659670659)  2026-01-28T16:30Z [---] followers, [---] engagements


"@auth0 so early in the game. Gradually Then All At Once. Predicting $OKTA CEO will mention how @auth0 adresses clawdbot security gaps in the next earnings call and wall st. will pile in to $OKTA as an AI winner just like $NET currently is seen as AI winner. If your AI agent doesnt know who its helping thats a problem. User Authentication gives agents real user context securely and at scale. 🧭🔐 👉 Learn more: https://t.co/OKjV1RVUQY 👉 Sign up here: https://t.co/eP6WE4aeEx https://t.co/Wy3OjG3gz7 If your AI agent doesnt know who its helping thats a problem. User Authentication gives agents"  
[X Link](https://x.com/Cashflowfarming/status/2018357778276888679)  2026-02-02T16:16Z [---] followers, [---] engagements


"@BradoCapital I'm having a hard time isolating last [--] earnings call and getting AI to have conversation hust around those specific earnigs call the AI chat feels to generalised. Is there way user could only select target cell/event/transcript to ask ai about"  
[X Link](https://x.com/Cashflowfarming/status/2018358406386495593)  2026-02-02T16:18Z [---] followers, [---] engagements


"@qcapital2020 $okta buyingback [---] shares"  
[X Link](https://x.com/Cashflowfarming/status/2018746647522443577)  2026-02-03T18:01Z [---] followers, [---] engagements


"@KairosPraxis @BerkelKip You 100% can clone $MNDY"  
[X Link](https://x.com/Cashflowfarming/status/2019375971950796879)  2026-02-05T11:42Z [---] followers, [--] engagements


"Reminder: Servicenow transition from per seat pricing to per token is in full effect $now Aight my AI slop forgot to clearly explain that ServiceNow is quietly morphing into an automation engine that disintermediates humans and saves enterprises massive costs. Thats why $NOW is uniquely positioned to adopt usage based pricing and avoid the seat-based squeeze which https://t.co/DSFYTiran0 Aight my AI slop forgot to clearly explain that ServiceNow is quietly morphing into an automation engine that disintermediates humans and saves enterprises massive costs. Thats why $NOW is uniquely positioned"  
[X Link](https://x.com/Cashflowfarming/status/2019490393641935065)  2026-02-05T19:16Z [---] followers, [---] engagements


"@QualityInvest5 Graviton is CPU NVIDIA is GPU. Different workloads and use cases. Graviton is best P/P CPU for cloud out there. Trainium is the "gpu" play but it's still shit compared to Nvidia"  
[X Link](https://x.com/Cashflowfarming/status/2019553844745634029)  2026-02-05T23:28Z [---] followers, [--] engagements


"@ManuInvests If you watch the add I think this was all planned and intentional"  
[X Link](https://x.com/Cashflowfarming/status/2020238002224804170)  2026-02-07T20:47Z [---] followers, [--] engagements


"@FromValue Do you consider duolingo "SaaS""  
[X Link](https://x.com/Cashflowfarming/status/2020310381437055296)  2026-02-08T01:35Z [---] followers, [---] engagements


"🔬Note on $ASML & [----] guidance: Three years ago $ASML first put out their [----] guidance which hasn't changed since. [--] to 60B Revenue guide. Looking back and analysing previous investor day guidance all the way back to [----] $ASML has a clear record of heavily sandbagging long term guidance. Leading me to expect over 60B Rev in [----]. On top of that the guidance came out when the scale of the AI cycle was not as concrete as it was today. The current [----] guide came out when: - The GPU & memory capacity crunch wasn't material yet. - It was uncertain how sticky Big Tech compute demand would be"  
[X Link](https://x.com/Cashflowfarming/status/2017748331737583665)  2026-01-31T23:54Z [---] followers, [----] engagements


"Finally a Transdigm shareholder $TDG"  
[X Link](https://x.com/Cashflowfarming/status/2018759277003866392)  2026-02-03T18:51Z [---] followers, [---] engagements


"Agrees however theres a tech gap between the likes of $FTNT and $CRWD for example. Crwd has robust ML and AI algos to stop and hunt attackers. While FTNT is much more primitive for now all I'm seeing is chatbots recapping incident tickets for $FTNT primitive use of AI. AI will increase cyber secutiy demand for sure but it might also create a separation within the big players between this that have the right tech to protect and those that will be unable to stop sophisticated AI attacks. ps I hold $FTNT https://twitter.com/i/web/status/2018846725000265857"  
[X Link](https://x.com/Cashflowfarming/status/2018846725000265857)  2026-02-04T00:39Z [---] followers, [---] engagements


"The bear case is that AI agents disintermediate the e-commerce UI shifting shopping from human browsing to machine-to-machine decisions which kills high-margin ads sponsored listings and impulse discovery for platforms like MercadoLibre and Coupang. Agents enforce near-perfect price and service transparency compressing seller margins and platform take rates while weakening brand power. If powerful external agents (OS-level or cross-platform) control demand these companies risk becoming low-margin fulfillment utilities rather than consumer destinations unless they successfully own the agent"  
[X Link](https://x.com/Cashflowfarming/status/2019985665400697170)  2026-02-07T04:04Z [---] followers, [---] engagements


"Read this. AGI is already here.👇🏻👇🏻 A different way to think about agi: What if agi was not a model but a process. The process of learning and recursively improves autonomously. What if instead of being a model that can one shoot any task agi is rather an algorithm that can learn to solve anything I think A different way to think about agi: What if agi was not a model but a process. The process of learning and recursively improves autonomously. What if instead of being a model that can one shoot any task agi is rather an algorithm that can learn to solve anything I think"  
[X Link](https://x.com/anyuser/status/2022114810679505258)  2026-02-13T01:05Z [---] followers, [--] engagements


"Everyone chases $GE Aerospace and $TDG TransDigm but the most interesting Aerospace play is still hiding inside a conglomerate: Honeywell Aerospace $HON: The Hidden Cockpit Giant. Honeywell Aerospace is the cockpit powerhouse nobody talks about. Decades of recurring revenue regulatory lock-in and 25% EBIT margins. Right now it trades like a boring industrial co. It will be fully spun off it [----] and could rerate just like GE Aerospace did. https://twitter.com/i/web/status/1964057943332270275 https://twitter.com/i/web/status/1964057943332270275"  
[X Link](https://x.com/Cashflowfarming/status/1964057943332270275)  2025-09-05T20:07Z [---] followers, [----] engagements


"I like $TCOM in china. Funny enough I like $META for whatsapp commerce for SEA. SEA and Asia is a fragmented and difficult region to understand. I acc find it easier to understand China. I haven't studied $SE more bc I don't want too much e-com in my portfolio so I'm happy having amzn and meli taking up 20% ald. https://twitter.com/i/web/status/2015483954422296689 https://twitter.com/i/web/status/2015483954422296689"  
[X Link](https://x.com/Cashflowfarming/status/2015483954422296689)  2026-01-25T17:56Z [---] followers, [---] engagements


"@DrewCohenMoney Need more detail on their definition of "proprietary". ofc they will present a bullish picture to investors. Ratings and index aside. Whats proprietary in market intelligence is definitely not 95%+ and thats what the market dont like. They get grilled on it every call"  
[X Link](https://x.com/Cashflowfarming/status/2022874033839317166)  2026-02-15T03:22Z [---] followers, [---] engagements


"Probably the most comprehensive yet digestible investment thesis on $OKTA you will find online. I included qualitative/quantitative info and a case study to deliver a well-rounded insightful thesis. Curious to hear your thoughts in the comments👇👇 (full PDF in the comments.)"  
[X Link](https://x.com/anyuser/status/1875967137845747842)  2025-01-05T18:06Z [---] followers, [----] engagements


"Qwens daily active users exceeded [----] million as of Feb. [--] narrowing the gap with ByteDance-backed Doubao at [----] million according to data from QuestMobile. Alibaba's AI model has topped the App Store free chart for six straight days. @Alibaba_Qwen"  
[X Link](https://x.com/anyuser/status/2021774267072098687)  2026-02-12T02:32Z 205.7K followers, [----] engagements


"lfg @fiscal_ai just armed the average investor with a military grade tank for investment research Query search ladies and gentleman Buy your time back on the world's greatest stock research platform 👇 https://t.co/KTa61haIrp @fiscal_ai just armed the average investor with a military grade tank for investment research Query search ladies and gentleman Buy your time back on the world's greatest stock research platform 👇 https://t.co/KTa61haIrp"  
[X Link](https://x.com/anyuser/status/2022389168681423328)  2026-02-13T19:15Z [---] followers, [--] engagements


"@fiscal_ai just armed the average investor with a military grade tank for investment research Query search ladies and gentleman Buy your time back on the world's greatest stock research platform 👇"  
[X Link](https://x.com/anyuser/status/2022368398093455648)  2026-02-13T17:52Z 24.1K followers, [----] engagements

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