# ![@DeepValueAlex Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1640794345656971264.png) @DeepValueAlex Alex

Alex posts on X about $pypl, $duol, $nflx, $adbe the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1640794345656971264/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640794345656971264/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1640794345656971264/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640794345656971264/c:line/m:posts_active.svg)


### Followers: [-------] [#](/creator/twitter::1640794345656971264/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640794345656971264/c:line/m:followers.svg)


### CreatorRank: undefined [#](/creator/twitter::1640794345656971264/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1640794345656971264/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$pypl](/topic/$pypl), [$duol](/topic/$duol), [$nflx](/topic/$nflx), [$adbe](/topic/$adbe), [ai](/topic/ai), [adobe](/topic/adobe), [growth](/topic/growth), [in the](/topic/in-the), [$dis](/topic/$dis), [$uber](/topic/$uber)

**Top assets mentioned**
[PayPal Holdings Inc (PYPL)](/topic/$pypl) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Netflix Inc (NFLX)](/topic/$nflx) [Adobe, Inc. (ADBE)](/topic/$adbe) [DisChain (DIS)](/topic/$dis) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Mastercard, Inc. (MA)](/topic/$ma) [Copart, Inc. (CPRT)](/topic/$cprt) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Salesforce Inc (CRM)](/topic/$crm) [Crocs, Inc. (CROX)](/topic/$crox) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Bitcoin (BTC)](/topic/$btc) [Strategy (MSTR)](/topic/$mstr) [Vixco (VIX)](/topic/$vix) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [Now Coin (NOW)](/topic/$now) [Metadium (META)](/topic/$meta) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Advanced Micro Devices (AMD)](/topic/$amd) [Workday Inc (WDAY)](/topic/$wday) [Intuit Inc. (INTU)](/topic/$intu) [Micron Technology, Inc. (MU)](/topic/$mu) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [BlackRock Inc (BLK)](/topic/blackrock)
### Top Social Posts
Top posts by engagements in the last [--] hours

"If this WB aquisition goes through and Netflix starts taking everything direct to streaming after their existing commitments. AMC and Cinemark are going to be hurting. $NFLX $AMC $CNK"  
[X Link](https://x.com/DeepValueAlex/status/2009036306282893676)  2026-01-07T22:55Z [--] followers, [---] engagements


"@AverageDipBuyer Agreed. I believe that the 11% buyback when adjusted for stockbased comp is around 6% reduction in shares per year. If the lower stock based comp that would be huge to accelarate those buybacks. Almost double. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2011099597251494042)  2026-01-13T15:34Z [--] followers, [----] engagements


"$NFLX is starting the year off RED. It's starting to get really attractive at this point. - Fwd PE is [--] - WB aquistion - Starting to expand into gaming. Solid all around"  
[X Link](https://x.com/DeepValueAlex/status/2007099115587719422)  2026-01-02T14:38Z [--] followers, [----] engagements


"@weary_centurion I agree with the BNPL being a growth lever for Paypal. The only thing I think is missing is payment flexibility. Paypal only does [--] equal installments for their BNPL customers. They need monthly weekly and different term options iom. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2011806352981836107)  2026-01-15T14:23Z [--] followers, [---] engagements


"$CPRT quietly increases their Free cash flow per share by 20% every year for over the past [--] years. Great stock"  
[X Link](https://x.com/DeepValueAlex/status/2009410490502697134)  2026-01-08T23:42Z [--] followers, [---] engagements


"@BRK_Student I think $CPRT is such a great company. They have great MOAT and is growing free cash flow per share by 20% per year"  
[X Link](https://x.com/DeepValueAlex/status/2009743087455568136)  2026-01-09T21:44Z [--] followers, [---] engagements


"Luis Von Ahn - CEO of Duolingo - is a top [--] holder in his stock. [--] Baillie Gifford & Co. 10% [--] BlackRock Inc. 9% [--] Vanguard Group 7% [--] Luis Von Ahn 7% He's also increased his share count by 4.3%. 🟢 Severin Hacker (CTO) & Luis Von Ahn (CEO) own 13.56% combined. $DUOL https://twitter.com/i/web/status/2010395498512105661 https://twitter.com/i/web/status/2010395498512105661"  
[X Link](https://x.com/DeepValueAlex/status/2010395498512105661)  2026-01-11T16:56Z [--] followers, [---] engagements


"Paypal had a market cap of 353B in [----]. It now has a market cap of 53B in [----]. 🔴 A change of -81% (-300B) The fundamentals however are stronger than in [----]. There are also fewer shares outstanding than in [----]. Growth has slowed but still undervalued. $PYPL"  
[X Link](https://x.com/anyuser/status/2011452173855690877)  2026-01-14T14:55Z [--] followers, [---] engagements


"Volatility is up 40% over the past [--] days. VIX is high is when you buy. $VIX"  
[X Link](https://x.com/anyuser/status/2013701264551407699)  2026-01-20T19:52Z [--] followers, [---] engagements


"3 undervalued stocks with great fundamentals: 1) $ADBE - P/E [--] 2) $CPRT - P/E [--] 3) $UBER - P/E 9"  
[X Link](https://x.com/DeepValueAlex/status/2003123695095853479)  2025-12-22T15:21Z [--] followers, [---] engagements


"The fundamentals of $SEZL are good; it's reasonably priced and growing fast. - [--] PE [--] Fwd PE - 27% Net Margins - 81% Gross Margins - 75% CAGR since IPO (Total Revenue)"  
[X Link](https://x.com/DeepValueAlex/status/2003195078395986292)  2025-12-22T20:04Z [--] followers, [----] engagements


"I was re-listening to the $UBER Q3 earnings call yesterday. I can't think of any call that's made me more excited as an investor in recent memory. The Nvidia Stellantis and Uber partnership for [----] vehicles would immediately double Waymo's fleet of approximately 2000"  
[X Link](https://x.com/DeepValueAlex/status/2003478815985815788)  2025-12-23T14:52Z [--] followers, [--] engagements


"$TTD is becoming more interesting to me. - Fwd PE [--] - 78% gross margins - 73% discount from ATH - 38% CAGR (Total Revenue) - 30% CAGR (Operating Income)"  
[X Link](https://x.com/DeepValueAlex/status/2003514609643532658)  2025-12-23T17:14Z [--] followers, [---] engagements


"@SuEricGP $PYPL is one of those bets. If you lose you lose a little. If you win you win big"  
[X Link](https://x.com/DeepValueAlex/status/2003521012240208173)  2025-12-23T17:40Z [--] followers, [---] engagements


"How you can find potentially undervalued stocks: 1) Top losers 2) Value investors club (Search Google) 3) Stocks near 52-week lows (Yahoo Finance screen) 4) Stocks trading below [---] MA (Finviz screen) 5) Magic formula investing screener (Search Google)"  
[X Link](https://x.com/DeepValueAlex/status/2003572068370047440)  2025-12-23T21:03Z [--] followers, [--] engagements


"@KyleAdamsStocks Agree with $SEZL. The fundamentals are great and the growth is only going to accelerate"  
[X Link](https://x.com/DeepValueAlex/status/2003824654830747960)  2025-12-24T13:46Z [--] followers, [----] engagements


"@ManuInvests If $CROX can get Hey Dude to at least break even. Investors will feel a lot better. This is a step in the right direction for sure"  
[X Link](https://x.com/DeepValueAlex/status/2003825237432176785)  2025-12-24T13:49Z [--] followers, [---] engagements


"$LULU has solid fundamentals. They look like a tech company's financials. The real questions is if they can get revenue growth in the US to pick back up. In Q3: - US Revenue was down 3% YoY - China mainland revenue increased 46% YoY - Total net revenue increased 7% YoY"  
[X Link](https://x.com/DeepValueAlex/status/2004562137830809617)  2025-12-26T14:37Z [--] followers, [--] engagements


"@dividendology $DIS could be a sneaky pick. Their streaming platform will have a lot more content with ESPN redzone etc. Their film slate for this year also looks very promising. Their net income is also almost back to pre-pandemic pre aquisiton levels"  
[X Link](https://x.com/DeepValueAlex/status/2004565564451340417)  2025-12-26T14:50Z [--] followers, [---] engagements


"The turning point for $SEZL was when they shifted their focus to their subscription based model. - [--] more orders from subscribers vs. non-subscribers - 37% of "Anywhere subscribers" orders are in-store Can't wait to see the growth in this upcoming quarter"  
[X Link](https://x.com/DeepValueAlex/status/2004629284334530825)  2025-12-26T19:04Z [--] followers, [---] engagements


"@bdinvestingg The Valuation makes this a no brainer. I think next year the stocks that suffered from "AI Fear" will bounce back in a big way"  
[X Link](https://x.com/DeepValueAlex/status/2004644386861396071)  2025-12-26T20:04Z [--] followers, [---] engagements


"@TheLongInvest $LULU has grown 46% in China as of their last earnings call. If they can get US and Canada back into at least low digit revenue growth I envision a huge change in investor sentiment"  
[X Link](https://x.com/DeepValueAlex/status/2004728032788119715)  2025-12-27T01:36Z [--] followers, [---] engagements


"@joecarlsonshow $UBER $ADBE $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2004728795232883012)  2025-12-27T01:39Z [--] followers, [----] engagements


"$UBER is in for a strong [----]. - Profitable rides - Eats dominance - Delivery growth - AV partnerships - Global expansion - Uber one growth Various funnels for them to continue double digit revenue growth for many years to come"  
[X Link](https://x.com/DeepValueAlex/status/2004915697051468048)  2025-12-27T14:02Z [--] followers, [--] engagements


"For $DUOL the thing that excites me is the user growth. - Monthly Active Users 29% CAGR - Daily Active Users 43% CAGR - Paid Subscribers 50% CAGR Right now paid subscription penetration is only 9%. Lots of room for continued growth"  
[X Link](https://x.com/DeepValueAlex/status/2004951658967560204)  2025-12-27T16:25Z [--] followers, [--] engagements


"Disney's upcoming film lineup for [----] is crazy. - Hoppers - Star Wars: The Mandalorian and Grogu - Toy Story [--] - Moana (live action) - Spider-Man: Brand New Day - Hexed - Avengers: Doomsday $DIS"  
[X Link](https://x.com/DeepValueAlex/status/2004995195390275963)  2025-12-27T19:18Z [--] followers, [---] engagements


"I'm going to start building my $SGOV position even more. I'm thinking maybe around 10% or so. I like having money to buy future dips"  
[X Link](https://x.com/DeepValueAlex/status/2005041249116688402)  2025-12-27T22:21Z [--] followers, [--] engagements


"@SlawekOrzel Major drop was due to slowing revenue growth it went from triple digits the prior quarter to 76%. It was also trading at a [--] PE at that time as well. It's a value at this price point in my opinion"  
[X Link](https://x.com/DeepValueAlex/status/2005135925974852060)  2025-12-28T04:37Z [--] followers, [--] engagements


"$VIX is at an all time low YTD. Great time to put some hedges in place. Protective puts are cheap on $SPY and could pay off big in a big market sell off. I'll be adding tomorrow"  
[X Link](https://x.com/DeepValueAlex/status/2005275553423876144)  2025-12-28T13:52Z [--] followers, [--] engagements


"@Stockfins Agreed. Lots of runway for growth"  
[X Link](https://x.com/DeepValueAlex/status/2005285845339873587)  2025-12-28T14:32Z [--] followers, [--] engagements


"@TacticzH $TSM has a fair valuation as well. 24PE and a Fwd PE of 20"  
[X Link](https://x.com/DeepValueAlex/status/2005290790646653361)  2025-12-28T14:52Z [--] followers, [---] engagements


"@nataninvesting If management instills confidence during earnings calls it will go a long way with changing investor sentiment. I feel like they are always hesitant in calls for some reason. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2005300525731053747)  2025-12-28T15:31Z [--] followers, [----] engagements


"The $BTC cycle is always interesting to look at. Seems like we'll hit the bottom at around October of 2026"  
[X Link](https://x.com/DeepValueAlex/status/2005306886720282994)  2025-12-28T15:56Z [--] followers, [--] engagements


"@OhGeezOhWow Love that approach. Hindsight is always 20/20 (SLV). I agree there's going to be a lot of volatility for sure"  
[X Link](https://x.com/DeepValueAlex/status/2005312988560097638)  2025-12-28T16:20Z [--] followers, [--] engagements


"@StockMKTNewz $DIS is a sleeper this year. Crazy film lineup for 26'"  
[X Link](https://x.com/DeepValueAlex/status/2005326383799738738)  2025-12-28T17:14Z [--] followers, [---] engagements


"@OhGeezOhWow Awesome gains. 100% I find that when I have cash in hand I invite the dips"  
[X Link](https://x.com/DeepValueAlex/status/2005326664407171423)  2025-12-28T17:15Z [--] followers, [--] engagements


"@TacticzH Yeah I feel like the fear of that is always looming"  
[X Link](https://x.com/DeepValueAlex/status/2005386295389147319)  2025-12-28T21:12Z [--] followers, [--] engagements


"$CPRT is undervalued with a great MOAT. - [------] users across [---] countries - Owns over [---] specialized storage yards - Deeply integrated with major insurers Growth continues as well. - EPS CAGR of 28% over last [--] years - Revenue CAGR of 13% over last [--] years Here's a quick TLDR of what they do: Copart is a global leader in online vehicle auctions and remarketing services primarily facilitating the sale of salvage used and wholesale vehicles from sellers like insurance companies to buyers such as dismantlers dealers exporters and the public through its proprietary digital platform."  
[X Link](https://x.com/DeepValueAlex/status/2005433835610341403)  2025-12-29T00:21Z [--] followers, [---] engagements


"This is a great video on PayPal's growth in the advertising space. Looks like they're already sold out on Venmo ad space. 🤔 $PYPL https://youtu.be/K8rcP5O81PMsi=gzd_zZVW7xWZsV6Z https://youtu.be/K8rcP5O81PMsi=gzd_zZVW7xWZsV6Z"  
[X Link](https://x.com/DeepValueAlex/status/2005649837375787306)  2025-12-29T14:39Z [--] followers, [---] engagements


"@TacticzH Lots of great ones here. I personally have $NOW on my watchlist"  
[X Link](https://x.com/DeepValueAlex/status/2005652975679926729)  2025-12-29T14:51Z [--] followers, [---] engagements


"@DividendDynasty Love $MA Fwd PE of [--] isn't that bad either"  
[X Link](https://x.com/DeepValueAlex/status/2005656518977581183)  2025-12-29T15:05Z [--] followers, [--] engagements


"@patientinvestt $CROX is in my portfolio. Fundamentals are solid and with improvements to their HeyDude brand it will change investor sentiment very quickly"  
[X Link](https://x.com/DeepValueAlex/status/2005666621742776415)  2025-12-29T15:46Z [--] followers, [---] engagements


"Most investors don't realize how many free resources they have access to. Through my public library I get FREE access to: - The Wall Street Journal ➡ $200/yr - S&P NetAdvantage ➡ Enterprise only - Morningstar ➡ $249/yr - Value Line ➡ $598/yr - Forbes ➡ $30/yr What free investment resources do you use https://twitter.com/i/web/status/2005693421403660514 https://twitter.com/i/web/status/2005693421403660514"  
[X Link](https://x.com/DeepValueAlex/status/2005693421403660514)  2025-12-29T17:32Z [--] followers, [--] engagements


"Warren Buffett's cash pile over the last [--] years typically sits around 17% of total assets. The cash pile now sits at 31% of total assets. $382 Billion I am currently building my cash pile up in $SGOV until more opportunities arise"  
[X Link](https://x.com/DeepValueAlex/status/2005742574154502352)  2025-12-29T20:47Z [--] followers, [--] engagements


"@DrTomsLens If $DUOL gets the conversational AI right that'll be something they can monetize very well"  
[X Link](https://x.com/DeepValueAlex/status/2005758832438567083)  2025-12-29T21:52Z [--] followers, [---] engagements


"The hype building for Avengers Doomsday is starting to feel like the good old days. I wouldn't be surprised if it reaches $3 billion worldwide. $DIS"  
[X Link](https://x.com/DeepValueAlex/status/2005794462044504357)  2025-12-30T00:14Z [--] followers, [---] engagements


"Big growth levers for $DUOL in [----]. 1) Duolingo MAX - 7% of subscribers have this tier ➡ Includes Conversational AI 2)Multi-subject platform growth ➡ Math Music Childhood literacy 3) International expansion ➡ China is their fastest growing market"  
[X Link](https://x.com/DeepValueAlex/status/2006009258652143761)  2025-12-30T14:27Z [--] followers, [----] engagements


"@investingbyGenZ I believe that growth will come from international markets. With things like PayPal World being rolled out that could be a lever. International revenue CAGR is also beating US revenue growth over the past couple of years"  
[X Link](https://x.com/DeepValueAlex/status/2006011813062734158)  2025-12-30T14:37Z [--] followers, [---] engagements


"@Stocktwits $LULU for sure. They're making changes instead of hoping things will work out for them. Plus their fundamentals are good. I think they were also candidates for tax loss harvesting for many investors"  
[X Link](https://x.com/DeepValueAlex/status/2006046881449652415)  2025-12-30T16:57Z [--] followers, [---] engagements


"I'm curious about what $META's acquisition will do for revenue growth and diversification. Currently 96% of their revenue is generated from advertising. Manus reached $100M in ARR in [--] month. $META could tap into that AI subscription market right away. https://twitter.com/i/web/status/2006070678420615213 https://twitter.com/i/web/status/2006070678420615213"  
[X Link](https://x.com/DeepValueAlex/status/2006070678420615213)  2025-12-30T18:31Z [--] followers, [--] engagements


"@thexcapitalist People are sleeping on $DIS. - Fantastic upcoming film slate - ESPN Sports Redzone NFL - Parks are packed despite increased ticket costs. - Consolidated streaming platform led by ex Youtube VP Net income has also recovered"  
[X Link](https://x.com/DeepValueAlex/status/2006073280860770346)  2025-12-30T18:41Z [--] followers, [---] engagements


"@DividendMil $SGOV is fantastic for high state tax residents. That's where i keep my cash. (I live in CA)"  
[X Link](https://x.com/DeepValueAlex/status/2006102632239091904)  2025-12-30T20:38Z [--] followers, [---] engagements


"$ADBE is incredibly undervalued by every metric. Plus growth is NOT dead: Total MAUs ➡ 15% YoY growth Acrobat & Express MAUs ➡ +20% YoY Acrobat Web MAUs ➡+30% YoY Firefly MAUs ➡+30% QoQ ✅ https://twitter.com/i/web/status/2006164148736913657 https://twitter.com/i/web/status/2006164148736913657"  
[X Link](https://x.com/DeepValueAlex/status/2006164148736913657)  2025-12-31T00:43Z [--] followers, [---] engagements


"@Kross_Roads I believe that the most immediate growth factors would come from the Ads side of the business and through Paypal world. They have great leadership on the ads side with Mark Grether there. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2006364716009246729)  2025-12-31T13:59Z [--] followers, [----] engagements


"$CROX is super undervalued right now. 1) Fwd PE of [--] 2) FCF yield of 14%. 3) Profitability metrics look great. 4) 26% of shares outsanding have been bought back. + They're already straightening out the issues with Heydude. https://twitter.com/i/web/status/2006371736426868840 https://twitter.com/i/web/status/2006371736426868840"  
[X Link](https://x.com/DeepValueAlex/status/2006371736426868840)  2025-12-31T14:27Z [--] followers, [---] engagements


"Dr. Mark Grether has an impressive track record. - Director of Amazon Advertising - VP & GM of Uber Advertising - Now: SVP & GM Paypal Ads Hopefully he provides an exciting look into the future. $PYPL https://twitter.com/i/web/status/2006393374459486230 https://twitter.com/i/web/status/2006393374459486230"  
[X Link](https://x.com/DeepValueAlex/status/2006393374459486230)  2025-12-31T15:53Z [--] followers, [---] engagements


"Salesforce $CRM poised for strong growth this year. - AI via Agentforce (ARR +330% YoY to $500M) - Data Cloud (32T records processed) - FCF strong for buybacks - Margins expanding"  
[X Link](https://x.com/DeepValueAlex/status/2006435153950945734)  2025-12-31T18:39Z [--] followers, [--] engagements


"@CarsonTalkMoney The analyst expectations for $PYPL are so low. All they have to do is not mess up during earnings at this point. They don't have to knock it out of the park execution wise"  
[X Link](https://x.com/DeepValueAlex/status/2006497055364231341)  2025-12-31T22:45Z [--] followers, [---] engagements


"Which of these popular stocks on X will do the best in [----] a) $PYPL b) $ADBE c) $UBER d) $ZETA e) $NBIS f) $PLTR g) $TSLA h) $DUOL i) $AMD j) $NVDA"  
[X Link](https://x.com/DeepValueAlex/status/2006752621651177908)  2026-01-01T15:41Z [--] followers, [---] engagements


"@FunOfInvesting @acce @Kross_Roads You can definitely feel the frustration in this video. For me personally I try and hold an investment for 3-5 years before I sell. (assuming the fundamenals don't deteriorate). It's annyoing when you don't see progress though. That's for sure $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2006754177868055023)  2026-01-01T15:47Z [--] followers, [---] engagements


"@InvestingVisual $AMZN's biggest move is going to come once they have robotics in all their warehouses. You'll see margins skyrocket at that point. Even without that they're stock price hasn't caught up to their EPS growth. That's going to change soon"  
[X Link](https://x.com/DeepValueAlex/status/2006757158524956779)  2026-01-01T15:59Z [--] followers, [---] engagements


"Look at $DUOL's free cash flow per share vs. the stock price. You can see that the stock fundamentally has not changed. Sentiment has changed. Solid fundamentals = no-brainer buy for me. https://twitter.com/i/web/status/2006833559068356663 https://twitter.com/i/web/status/2006833559068356663"  
[X Link](https://x.com/DeepValueAlex/status/2006833559068356663)  2026-01-01T21:03Z [--] followers, [--] engagements


"@Leo_Traydes $LULU has solid fundamentals and they're seeing tremendous growth in China"  
[X Link](https://x.com/DeepValueAlex/status/2006878377542889862)  2026-01-02T00:01Z [--] followers, [---] engagements


"@BrianFeroldi The times I think about selling are: 1) the fundamentals start deteriorating 2) there's a better place to put your money Besides that. Hold"  
[X Link](https://x.com/DeepValueAlex/status/2006879139694092338)  2026-01-02T00:04Z [--] followers, [---] engagements


"@aincomeinvestor It's hard to beat the UI on Robinhood. I have an account with Fidelity and their app is brutal to use. They should just copy Robinhoods app to be honest. $HOOD"  
[X Link](https://x.com/DeepValueAlex/status/2006879872845754857)  2026-01-02T00:07Z [--] followers, [---] engagements


"@JesseCohenInv $DIS is going to have a great year. Solid films in [--] and [--]. Improved streaming services and crazy pricing power when it comes to their parks. It's more expensive than ever to go to their parks but their always packed regardless"  
[X Link](https://x.com/DeepValueAlex/status/2006880688092729749)  2026-01-02T00:10Z [--] followers, [---] engagements


"@kimmonismus Crazy thing is that Google's sentiment was in the gutter at the beginning of the year. Crazy turnaround"  
[X Link](https://x.com/DeepValueAlex/status/2006890448057675912)  2026-01-02T00:49Z [--] followers, [---] engagements


"Paypal's chart is in no mans land right now. Below all major moving averages. It seems like the downtrend is continuing as well. Fundamentalls look good but the chart tells a different story. How're you guys feeling $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2006896724942770548)  2026-01-02T01:14Z [--] followers, [---] engagements


"@OhGeezOhWow Yeah the chart shows the sentiment is terrible. This is when focusing on the fundamentals is important. I gotta check out $ILF and $NU"  
[X Link](https://x.com/DeepValueAlex/status/2006900895741784196)  2026-01-02T01:30Z [--] followers, [--] engagements


"I smile every time I drive by. [----] is a big year for AMD. $AMD"  
[X Link](https://x.com/DeepValueAlex/status/2006910711872770228)  2026-01-02T02:09Z [--] followers, [----] engagements


"@StockSavvyShay @fiscal_ai I think the fundamentals have never been an issue for Paypal. It's always been around the leadership not instilling confidence to the market. Hopefully things turnaround this year. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2007100158807588912)  2026-01-02T14:42Z [--] followers, [----] engagements


"@meetblossomapp It's one of those stocks where the fundamentals are strong but the market is pricing in a lot of risk. After last earnings calls performance Adobe isn't going anywhere anytime soon. $ADBE"  
[X Link](https://x.com/DeepValueAlex/status/2007101029209498086)  2026-01-02T14:45Z [--] followers, [---] engagements


"@gainify_io Interesting to see $RBLX on here. Top line revenue growth is strong but still no where near profitability"  
[X Link](https://x.com/DeepValueAlex/status/2007102024027144409)  2026-01-02T14:49Z [--] followers, [---] engagements


"A lot of big names are starting off the year RED 🔴. All software names too. Interesting. - $ADBE - $WDAY - $INTU - $NOW - $CRM"  
[X Link](https://x.com/DeepValueAlex/status/2007103495313535204)  2026-01-02T14:55Z [--] followers, [---] engagements


"@StockChaser_ Duolingo is solid. [--] debt daily active users are grew 35% over the past year and they only have 9% paid subcriber penetration. Lots of room to grow and they haven't turned the monitzation knob yet. $DUOL"  
[X Link](https://x.com/DeepValueAlex/status/2007112557144994095)  2026-01-02T15:31Z [--] followers, [---] engagements


"@watoulsky Looks like software is down AI is up . Might be a good time to add on more if this continues. Momentum is pointing down in the near term but the fundamentals are still strong. $ADBE"  
[X Link](https://x.com/DeepValueAlex/status/2007151253605032174)  2026-01-02T18:05Z [--] followers, [----] engagements


"@DeItaone The weird thing is we already know $MSTR's earnings based on the closing price of $BTC at the end of their quarter. You'll still see it plummet after earnings but at least you know it's coming haha. $BTC $MSTR"  
[X Link](https://x.com/DeepValueAlex/status/2007159099964960999)  2026-01-02T18:36Z [--] followers, [---] engagements


"Intuit is another software stock that's been hammered today 🔴. Fundamentals are strong of course. - Stock dropped past the [--] [---] and [---] day MAs. - MACD is showing bearish momentum. - Fwd PE [--] I'm waiting a little more but its an obvious buy. $INTU"  
[X Link](https://x.com/DeepValueAlex/status/2007185778619949064)  2026-01-02T20:22Z [--] followers, [---] engagements


"@NetWorthNotes The fundamentals look solid tbh. 20% revenue growth net income increasing by 42%. Assets easily cover liabilities. At this point I think it's the fear of Amazon Ads that's causing uncertainty. $TTD"  
[X Link](https://x.com/DeepValueAlex/status/2007188518469320738)  2026-01-02T20:33Z [--] followers, [---] engagements


"@babyfolio Their growth is insane. Analysts estimates are crazy as well. Crazy that on the low end for 26' they're estimating 300% revenue growth. $NBIS"  
[X Link](https://x.com/DeepValueAlex/status/2007202298867658867)  2026-01-02T21:28Z [--] followers, [---] engagements


"@qualtrim The MOAT is massive here solid fundamentals and looking at the chart it looks like it still has a way to run up as well. $ASML"  
[X Link](https://x.com/DeepValueAlex/status/2007203428964151557)  2026-01-02T21:32Z [--] followers, [----] engagements


"@DividendDynasty I think that a clear and exciting picture of what the future of Paypal looks like would be incredible. Everyone know about Venmo Ads BNPL expanding. However if management puts a [--] year plan in place with targets and milestones it would be amazing to see. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2007464814407455183)  2026-01-03T14:51Z [--] followers, [--] engagements


"@pepemoonboy Also when they'rer starting out learn how to read an income statement balance sheet and cash flow statement. That'll help you identify great businesses to invest in"  
[X Link](https://x.com/DeepValueAlex/status/2007466528849965485)  2026-01-03T14:58Z [--] followers, [----] engagements


"@CMDarnton0 I think a big thing people miss with Duolingo is that gamification is something that's become a focus in public education. I belive it's around 68% of of school incorpoating some forme of game-based learining. $DUOL"  
[X Link](https://x.com/DeepValueAlex/status/2007470002706780569)  2026-01-03T15:12Z [--] followers, [----] engagements


"@Gubloinvestor $NFLX is starting to look more attractive. It's almost at april lows of last year. Yet it's a stronger company than it was then. - WB aqusition. - Continued growth in streaming"  
[X Link](https://x.com/DeepValueAlex/status/2007471906811953627)  2026-01-03T15:19Z [--] followers, [--] engagements


"Netflix had a DEATH cross on 12/11/25. It's been on a downtrend since then. That being said the fundamentals are fantastic. - Double digit subscriber growth - Double digit revenue growth - Double digit net income growth Near term a little more 🔴RED. Long term a no brainer. $NFLX https://twitter.com/i/web/status/2007476336789729605 https://twitter.com/i/web/status/2007476336789729605"  
[X Link](https://x.com/DeepValueAlex/status/2007476336789729605)  2026-01-03T15:37Z [--] followers, [---] engagements


"@Couch_Investor Yeah this a great opportunity for them to get us excited about what they are going to build. It's been a lot of. "Things are taking longer than expected" "We're seeing soft demand" on earnings calls as of late. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2007477271989244128)  2026-01-03T15:40Z [--] followers, [---] engagements


"@InvestingVisual All these stocks that were sold off due to Ai fear are going to bounce back in [----]. For Duolingo the fundamentals are fantastic hold and add more on dips. $DUOL"  
[X Link](https://x.com/DeepValueAlex/status/2007493610091213237)  2026-01-03T16:45Z [--] followers, [---] engagements


"Don't get discouraged with Adobe. Look at the fundamentals to keep yourself grounded. - Consistent revenue growth - Clean balance sheet. - Fantastic margins. Adobe checks all those boxes. ✅ - Build your position. - Add more on dips. - Have patience. $ADBE"  
[X Link](https://x.com/DeepValueAlex/status/2007494843342409902)  2026-01-03T16:50Z [--] followers, [--] engagements


"@DividendDynasty $PYPL is one of the bets where if you lose you lose a little. If you win you win big. Definitely asymmetric"  
[X Link](https://x.com/DeepValueAlex/status/2007515161071104215)  2026-01-03T18:11Z [--] followers, [---] engagements


"These stocks recently hit their 52-week low. - $WDAY - $MSTR - $CPRT - $GDDY - $PAYC - $TENB Personally. I'm keeping my eye on $WDAY and $CPRT"  
[X Link](https://x.com/DeepValueAlex/status/2007530821285281849)  2026-01-03T19:13Z [--] followers, [--] engagements


"@danielisdizzy What people seem to forget is that businesses growth is rarely linear. There's bumps uncertainty and challenges. That's perfect for investors to buy great businesses at a discount"  
[X Link](https://x.com/DeepValueAlex/status/2007587929108127853)  2026-01-03T23:00Z [--] followers, [---] engagements


"@ManuInvests @Uber @SpotHero Just some anecdotal commentary. As someone who lives in the bay area I find myself using Spot hero for parking Uber and Waymo numerous times per week. As Uber continues consolidating everything it's going to be the only app people I'm going to end up using. $UBER"  
[X Link](https://x.com/DeepValueAlex/status/2007597531602260014)  2026-01-03T23:38Z [--] followers, [---] engagements


"@OhGeezOhWow Love TSM too"  
[X Link](https://x.com/DeepValueAlex/status/2007654146137288808)  2026-01-04T03:23Z [--] followers, [--] engagements


"@TrendSpider Fundamentals are fantastic for Duolingo. Some highlights: - Fantastic revenue growth - Strong cashflow - Low debt $DUOL"  
[X Link](https://x.com/DeepValueAlex/status/2007815595002306925)  2026-01-04T14:05Z [--] followers, [---] engagements


"@DividendTalks A lot of great companies here that simply fell out of favor due to AI's success. Great opportunity to buy at a value and build a position"  
[X Link](https://x.com/DeepValueAlex/status/2007816512443457856)  2026-01-04T14:08Z [--] followers, [----] engagements


"@SergeyCYW I'd rather pay a fair price for a great company than pay a low price for a mediocre company. I'm going to use the PSG metric more it will be intersting to find new opportunites in the market"  
[X Link](https://x.com/DeepValueAlex/status/2007818560815673533)  2026-01-04T14:17Z [--] followers, [--] engagements


"@tanayj Had no idea JD was that large. It's crazy that they're trading at a PE of [--] right now. Plus their top line is growing at a 28% CAGR. $JD"  
[X Link](https://x.com/DeepValueAlex/status/2007819893828448670)  2026-01-04T14:22Z [--] followers, [---] engagements


"I'm curious. For everyone that's invested in Palantir and Tesla. At what point would you consider selling They're both trading at crazy valuations. $PLTR ➡ [---] PE & [---] Fwd PE $TSLA ➡ [---] PE & [---] Fwd PE Or is it just a buy and hold forever for you"  
[X Link](https://x.com/DeepValueAlex/status/2007828759282684038)  2026-01-04T14:57Z [--] followers, [---] engagements


"@Mindset4Money_X Top ones I'm looking at are $NOW $ADBE $CRM $FICO and $DUOL. You can find great companies at a discount that aren't in the Ai space"  
[X Link](https://x.com/DeepValueAlex/status/2007838458014826776)  2026-01-04T15:36Z [--] followers, [---] engagements


"@DividendTalks Love seeing Adobe 1st on this list (I know it's alphabetical lol) $ADBE"  
[X Link](https://x.com/DeepValueAlex/status/2007867049993789559)  2026-01-04T17:29Z [--] followers, [----] engagements


"Disney is going to report TWO billion dollar movies next earnings. - Zootopia [--] $1.6 Billion - Avatar Fire and Ash $1.08 Billion Looking forward to 2026: - Star Wars The Mandalorian & Grogu - Toy Story [--] - Moana (live action) - Spider-Man: Brand New Day - Avengers: Doomsday Great lineup. $DIS https://twitter.com/i/web/status/2007875901091197440 https://twitter.com/i/web/status/2007875901091197440"  
[X Link](https://x.com/DeepValueAlex/status/2007875901091197440)  2026-01-04T18:04Z [--] followers, [---] engagements


"@CarsonTalkMoney 5%. Not too much not too little"  
[X Link](https://x.com/DeepValueAlex/status/2007880833286467721)  2026-01-04T18:24Z [--] followers, [--] engagements


"@FlexInvest7 I watched a video with Mark Grether where he mentioned Venmo ads were already sold out. Hopefully there's some exciting revenue attached to that. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2007955419025797399)  2026-01-04T23:20Z [--] followers, [---] engagements


"Everytime my son wants to play "games" on my phone I open up Duolingo. It's crazy how long he stays engaged. $DUOL"  
[X Link](https://x.com/DeepValueAlex/status/2007964427795259900)  2026-01-04T23:56Z [--] followers, [---] engagements


"@TrendSpider Is there a specific price point for $BTC to reach for serious issues to start coming up for $MSTR"  
[X Link](https://x.com/DeepValueAlex/status/2007964977534251333)  2026-01-04T23:58Z [--] followers, [---] engagements


"Paypal investors hoping for a miracle during CES this week. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2007967217132941459)  2026-01-05T00:07Z [--] followers, [----] engagements


"@CarsonTalkMoney Right now I've been adding to Uber adobe Salesforce mainly"  
[X Link](https://x.com/DeepValueAlex/status/2007990450808926704)  2026-01-05T01:40Z [--] followers, [--] engagements


"@GrindeOptions I believe they've had a [--] year average of 20% revenue growth. If they keep that up it's only a matter of time. $META"  
[X Link](https://x.com/DeepValueAlex/status/2008189808661950642)  2026-01-05T14:52Z [--] followers, [---] engagements


"@QualityInvest5 The thing i like about Ferrari is that their customer base is the wealthy. If we have an economic downturn they won't be affected and will continue to buy what they want. $RACE"  
[X Link](https://x.com/DeepValueAlex/status/2008190165513277720)  2026-01-05T14:53Z [--] followers, [---] engagements


"@qualityequities $ASML up 15% in last [--] days is incredible. That gap up on their chart is huge"  
[X Link](https://x.com/DeepValueAlex/status/2008191805330948180)  2026-01-05T15:00Z [--] followers, [--] engagements


"$DUOL is up 6% so far today. That volatility can cut both ways but it's nice when it works in your favor. Btw they only have 9% subscriber penetration. They still have a long runway for growth"  
[X Link](https://x.com/DeepValueAlex/status/2008194645600416254)  2026-01-05T15:11Z [--] followers, [---] engagements


"@StockMKTNewz $MSTR holders when they already knew what earnings would be in Q4"  
[X Link](https://x.com/DeepValueAlex/status/2008236546517062024)  2026-01-05T17:57Z [--] followers, [---] engagements


"@Dividend_Learn Yes. Hopefully things turnaround soon. They have the money to do it"  
[X Link](https://x.com/DeepValueAlex/status/2008265872776065075)  2026-01-05T19:54Z [--] followers, [--] engagements


"@LincolnCarter0 I believe that Citigroup changed the price target from $60-78. That might explain the run up. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2008266869221073196)  2026-01-05T19:58Z [--] followers, [---] engagements


"Is the Bitcoin cycle chart historically accurate at all I see people reference it all the time. - Showing a peak of $115k in the short term. 🟢 - Showing a drop to 40k in the summer. 🔴 $BTC"  
[X Link](https://x.com/DeepValueAlex/status/2008270812651171992)  2026-01-05T20:14Z [--] followers, [---] engagements


"@TheEUInvestor @bandemedia This is what I'm most excited to hear about during CES this week. Could be an entirely newe revenue stream for Paypal"  
[X Link](https://x.com/DeepValueAlex/status/2008271805321277512)  2026-01-05T20:18Z [--] followers, [---] engagements


"@StoinkRocker Yeah i agree. A hedge against inflation"  
[X Link](https://x.com/DeepValueAlex/status/2008296905667760160)  2026-01-05T21:57Z [--] followers, [--] engagements


"@qualityequities Imo it's all fear surrounding AVs like it has been for the past several months. Good place to keep adding to $UBER"  
[X Link](https://x.com/DeepValueAlex/status/2008311447470960813)  2026-01-05T22:55Z [--] followers, [---] engagements


"Despite all their recent growth. Micron is still trading at a Fwd P/E of [--] & a 2yr Fwd P/E of [--]. $MU https://twitter.com/i/web/status/2008315879378108773 https://twitter.com/i/web/status/2008315879378108773"  
[X Link](https://x.com/DeepValueAlex/status/2008315879378108773)  2026-01-05T23:13Z [--] followers, [---] engagements


"Portfolio Update Big move today 1) 🔴 Sold out entirely of my Lululemon postion for a 25% gain. 2) 🟢 Used proceeds to build out Netflix position to 10% of porfolio. Reasons for move: 1) Netflix is undervalued. ➡28 Fwd P/E & 2yr Fwd P/E of [--] 2) VERY undervalued if WB aquisition goes through. 3) I'd rather hold Netflix for 3-5 years than Lululemon. 4) Netflix has flawless fundamentals. 5) Lululemon is cheaper Netflix is a better business. Going to continue building out my Netflix position to 12-15%. $LULU $NFLX https://twitter.com/i/web/status/2008348268305203482"  
[X Link](https://x.com/DeepValueAlex/status/2008348268305203482)  2026-01-06T01:21Z [--] followers, [--] engagements


"@Couch_Investor With all the transaction data Paypal has the Ads platform is a no brainer for them to double down on. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2008546771736428668)  2026-01-06T14:30Z [--] followers, [---] engagements


"@DimitryNakhla Netflix is a no brainer in my opinion. With or without the WB aquisition the company is trading at a fair price Plus Netflix's fundamentals are perfect. $NFLX"  
[X Link](https://x.com/DeepValueAlex/status/2008548693625237733)  2026-01-06T14:38Z [--] followers, [---] engagements


"@Mr_Derivatives I'll continue buying the dip. Anyone who's looked at the fundamentals knows that Netflix is solid. $NFLX"  
[X Link](https://x.com/DeepValueAlex/status/2008586257543381402)  2026-01-06T17:07Z [--] followers, [---] engagements


"@JuanRodrig07 This is the kind of innovation that is going to give investors confidence in Paypal. Their ads platform especially with small to medium sized businesses is going to be a game changer. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2008596183288344707)  2026-01-06T17:47Z [--] followers, [---] engagements


"Netflix's Q4 earnings are usually strong. I added more on this dip prior to 1/20/26 earnings. Will continue adding more. $NFLX https://twitter.com/i/web/status/2008612191050887255 https://twitter.com/i/web/status/2008612191050887255"  
[X Link](https://x.com/DeepValueAlex/status/2008612191050887255)  2026-01-06T18:50Z [--] followers, [---] engagements


"@RobinhoodApp If this aquisition goes through netflix will be VERY undervalued. $NFLX"  
[X Link](https://x.com/DeepValueAlex/status/2008651065248673825)  2026-01-06T21:25Z [--] followers, [---] engagements


"@YodaStockInvest I always try and hold various different industries in my portfolio. Nothing worse than potentially being all in on AI and then getting killed during an a market correction in that sector. I like $NKE and $PYPL on this list"  
[X Link](https://x.com/DeepValueAlex/status/2008652038167806216)  2026-01-06T21:28Z [--] followers, [---] engagements


"@optionscjp I'd add $CROX on here. They're trading at a fwd P/E of 7"  
[X Link](https://x.com/DeepValueAlex/status/2008660025213108494)  2026-01-06T22:00Z [--] followers, [----] engagements


"@OhGeezOhWow @theducksayshi hahah that's right for sure lol"  
[X Link](https://x.com/DeepValueAlex/status/2008660208969806284)  2026-01-06T22:01Z [--] followers, [--] engagements


"@milomarkets I agree with everything here. I think the last piece of the puzzle is the leadership team. They need to get everyone excited about the future of Paypall. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2008662814442049776)  2026-01-06T22:11Z [--] followers, [---] engagements


"For all the PayPal investors out there. Tomorrow Dr. Mark Grether will be speaking tomorrow at 230PM PT. What do you hope to hear about Paypal Ads $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2008668673419211096)  2026-01-06T22:35Z [--] followers, [---] engagements


"@shabamlo Congrats What do you think has been the biggest part of your growth"  
[X Link](https://x.com/DeepValueAlex/status/2008669153125884084)  2026-01-06T22:37Z [--] followers, [--] engagements


"@DividendDynasty Nice. What percentage of your portfolio are you building up to"  
[X Link](https://x.com/DeepValueAlex/status/2008674299138502815)  2026-01-06T22:57Z [--] followers, [--] engagements


"@financefelix I think that if you can find an investment that's around the 4% FCF yield mark. (Close to [--] year Treasury bond) That's a good place to put your money. Finding quality companies around that valuation right now is tough though"  
[X Link](https://x.com/DeepValueAlex/status/2008712071526101151)  2026-01-07T01:27Z [--] followers, [----] engagements


"@Mehtabshah1583 Totally agree. Growth rates are going to be huge. Show that there's growth outside of the "branded checkout" we always hear during earnings calls"  
[X Link](https://x.com/DeepValueAlex/status/2008730880387530855)  2026-01-07T02:42Z [--] followers, [--] engagements


"@qualtrim If this growth continues Salesforce will be one of the most under the radar AI companies to buy. $CRM"  
[X Link](https://x.com/DeepValueAlex/status/2008916204237242610)  2026-01-07T14:58Z [--] followers, [---] engagements


"@DutchInvestors Flawless fundamnetals on Copart. Free cash flow for share also has a 10yr average growth rate of 23%. $CPRT"  
[X Link](https://x.com/DeepValueAlex/status/2008917055806800277)  2026-01-07T15:02Z [--] followers, [---] engagements


"Average PayPal investor after [--] years of holding. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2008921676411551838)  2026-01-07T15:20Z [--] followers, [----] engagements


"@pepemoonboy I think another thing is that Pinterest is a platform that's dominated by a female userbase. I don't know any guys that use the app. So the userbase is naturally capped in terms of growth. $PINS"  
[X Link](https://x.com/DeepValueAlex/status/2008965090775646552)  2026-01-07T18:12Z [--] followers, [--] engagements


"Made some buys today. Netflix ➡ Now 12% of account. Adobe ➡ Now 11% of account. High conviction names that I am holding long term. $NFLX $ADBE https://twitter.com/i/web/status/2008968048695246882 https://twitter.com/i/web/status/2008968048695246882"  
[X Link](https://x.com/DeepValueAlex/status/2008968048695246882)  2026-01-07T18:24Z [--] followers, [---] engagements


"@DrTomsLens There's a huge runway for growth in the US and Internationally. Plus the different teaching subjects it could build on. Lots to be excited about. $DUOL i"  
[X Link](https://x.com/DeepValueAlex/status/2008990683064119801)  2026-01-07T19:54Z [--] followers, [---] engagements


"@Mr_Derivatives $DIS film slate is going to be huge this year"  
[X Link](https://x.com/DeepValueAlex/status/2008993497903428075)  2026-01-07T20:05Z [--] followers, [--] engagements


"@bryanrhoades That Disney acquisition saved Fubo imo. Now it's just a matter of being patient until more information comes out regarding profitabilty. $DIS $FUBO"  
[X Link](https://x.com/DeepValueAlex/status/2009026545365729581)  2026-01-07T22:17Z [--] followers, [---] engagements


"Dr. Mark Grether SVP & GM of PayPal Ads at CES [----] Paypal Ads Agentic Commerce I wanted more. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2009051300605100048)  2026-01-07T23:55Z [--] followers, [----] engagements


"@qualtrim A no brainer buy here top line is still growing over 20% per year and they have yet to monetize all of their assets like What's app"  
[X Link](https://x.com/DeepValueAlex/status/2009275135417622750)  2026-01-08T14:44Z [--] followers, [---] engagements


"@thexcapitalist I really like Dara as a CEO. $UBER"  
[X Link](https://x.com/DeepValueAlex/status/2009279404266889535)  2026-01-08T15:01Z [--] followers, [----] engagements


"Disney has been on a nice run lately. Up 11% since the end of Novemeber $DIS"  
[X Link](https://x.com/DeepValueAlex/status/2009308137359331840)  2026-01-08T16:56Z [--] followers, [---] engagements


"Curious. At what point would you consider increasing your Paypal position For me it will be after the next earnings call. That's assuming we have solid results around: Paypal Ads Venmo BNPL $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2009325428360773807)  2026-01-08T18:04Z [--] followers, [---] engagements


"@fiscal_ai I'm curious what direction or innovation the new CEO of Apple is going to focus on. It seems like they've been stagnant doing the same thing every year. Minor improvements to the iPhone Mac etc. $APPL"  
[X Link](https://x.com/DeepValueAlex/status/2009325763527651570)  2026-01-08T18:06Z [--] followers, [---] engagements


"@AdamoMancino Disney is going to benefit massively from this deal. Especially once they consolidate their streaming services into one app. I think that's the biggest thing holding back subscriber growth for Disney. Who wants to have seperate hulu disney+ and ESPN+ subscriptions $DIS"  
[X Link](https://x.com/DeepValueAlex/status/2009330738987139257)  2026-01-08T18:25Z [--] followers, [--] engagements


"@snpal2000 Adobe as an enterprise creative tools is very tough to replace. Because of the integration with other Adobe products. I really like their product firefly it aggregate all the ai models and allows you to use them within Adobe. https://www.adobe.com/products/firefly.html https://www.adobe.com/products/firefly.html"  
[X Link](https://x.com/DeepValueAlex/status/2009376203279618171)  2026-01-08T21:26Z [--] followers, [--] engagements


"@tray_fi I would be concerned about Adobe if they were rejecting AI. Instead they are embracing it and using it to enhance all of their products across the creative cloud. $ADBE"  
[X Link](https://x.com/DeepValueAlex/status/2009382671885988051)  2026-01-08T21:52Z [--] followers, [--] engagements


"@tray_fi Adobe and Netflix both solid companies"  
[X Link](https://x.com/DeepValueAlex/status/2009409935910818233)  2026-01-08T23:40Z [--] followers, [--] engagements


"@BarrySchwartzBW Fantastic point. Going to keep accumulating. $NFLX"  
[X Link](https://x.com/DeepValueAlex/status/2009429670748672206)  2026-01-09T00:59Z [--] followers, [----] engagements


"It's crazy how well made this app is. $DUOL 💸"  
[X Link](https://x.com/DeepValueAlex/status/2009430277970645216)  2026-01-09T01:01Z [--] followers, [---] engagements


"@CarsonTalkMoney A massive insider buy would definintely show confidence in the near and long term vision of the company. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2009636576352260139)  2026-01-09T14:41Z [--] followers, [---] engagements


"@NFTLunatic The opportunity to growth with Duolingo is huge. They haven't scratched the surface yet when it comes to monetization of their users. Their focused on growing their user base first. Smart move. $DUOL"  
[X Link](https://x.com/DeepValueAlex/status/2009645037110399208)  2026-01-09T15:14Z [--] followers, [--] engagements


"Paypal's insider buying and selling is interesting. Number of transactions: [---] Insider Sells 🔴 [--] Insider Buys 🟢 Do we have more confidence in Paypal than the management team 🤔 $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2009651754166841593)  2026-01-09T15:41Z [--] followers, 11.6K engagements


"@milomarkets Totally agree on the insider buying. Net earnings call will be huge for me to see if I continue adding to my position or leave it as is"  
[X Link](https://x.com/DeepValueAlex/status/2009674783273967841)  2026-01-09T17:13Z [--] followers, [--] engagements


"@Couch_Investor All that transaction data + paypal ads should work well together. Fingers crossed"  
[X Link](https://x.com/DeepValueAlex/status/2009742430203953648)  2026-01-09T21:41Z [--] followers, [---] engagements


"@investingbyGenZ Paypal is far from broken imo. Fundamentals are good I can see the future of the company. The one thing that bothers me is how bad their investor relations are. We see no communication from that side of the company to investors. I still like the stock. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2009992457304621373)  2026-01-10T14:15Z [--] followers, [---] engagements


"@samsolid57 I know when i sign up for a new credit card they make me sign an agreement for interest rates late fees etc. Is that no longer valid in this case lol"  
[X Link](https://x.com/DeepValueAlex/status/2009992777883689002)  2026-01-10T14:16Z [--] followers, [---] engagements


"@DividendDynasty 100% Mastercard and Visa are also unaffected by the interest rate as well. No brainer"  
[X Link](https://x.com/DeepValueAlex/status/2009993268822704559)  2026-01-10T14:18Z [--] followers, [---] engagements


"@ValueSense_io Even after the 30% runup this last month $MU is still trading at a fwd PE of 9"  
[X Link](https://x.com/DeepValueAlex/status/2009994440921039221)  2026-01-10T14:23Z [--] followers, [---] engagements


"I'm surprised how good Netflix's ad supported tier is. They don't bombard you with ads like Hulu. $NFLX"  
[X Link](https://x.com/DeepValueAlex/status/2010023184222011788)  2026-01-10T16:17Z [--] followers, [---] engagements


"@FlexInvest7 These forced upgrades always face initial pushback from users but eventually everyone ends up upgrading. Same thing happened when Netflix stopped allowing you to share accounts. $SNAP"  
[X Link](https://x.com/DeepValueAlex/status/2010049591039930545)  2026-01-10T18:02Z [--] followers, [---] engagements


"@goooonnney It's tough to hold too much cash imo. I usually find that 5-10% is my sweet spot"  
[X Link](https://x.com/DeepValueAlex/status/2010050322245529991)  2026-01-10T18:05Z [--] followers, [--] engagements


"Curious those of you on Robinhood. What made you choose Robinhood over a "traditional" brokerage like Fidelity Schwab etc $HOOD"  
[X Link](https://x.com/DeepValueAlex/status/2010153637176287341)  2026-01-11T00:55Z [--] followers, [---] engagements


"@qualityequities I'll definitely be adding more to MasterCard"  
[X Link](https://x.com/DeepValueAlex/status/2010153938885251135)  2026-01-11T00:57Z [--] followers, [---] engagements


"@Speculator_io Tons of IPOs this year then market crash next year. 🤔"  
[X Link](https://x.com/DeepValueAlex/status/2010156769813950808)  2026-01-11T01:08Z [--] followers, [---] engagements


"@pepemoonboy It's impossible to choose winning stocks with 100% accuracy. The sooner I realize that I've made a mistake the better. Take the loss and move on"  
[X Link](https://x.com/DeepValueAlex/status/2010363467581243518)  2026-01-11T14:49Z [--] followers, [---] engagements


"@Mr_Derivatives I would say it's going to take some years for younger investors to start compounding. Fidelity users are older and have had some gains in their accounts"  
[X Link](https://x.com/DeepValueAlex/status/2010386789727633714)  2026-01-11T16:22Z [--] followers, [----] engagements


"@DividendTalks $V and $MA are both easy buys. Massive Moats and double digit revenue growth"  
[X Link](https://x.com/DeepValueAlex/status/2010727800551194678)  2026-01-12T14:57Z [--] followers, [---] engagements


"@Kross_Roads It looks like agentic commerce is where their focus is. I'm curious how lonng it will take before that turns into meaninful revenue for them. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2010728306489123007)  2026-01-12T14:59Z [--] followers, [---] engagements


"@wallstengine Those preliminary results are very encouraging. Their focus on daily active users seems to be paying off and they're revenue is still at top of their guidance. $DUOL"  
[X Link](https://x.com/DeepValueAlex/status/2010730336943214764)  2026-01-12T15:07Z [--] followers, [---] engagements


"@weary_centurion Paypal is definitely a asymetric bet. Very low downside from this price point but a LOT of upside potential. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2010731202278510987)  2026-01-12T15:10Z [--] followers, [---] engagements


"Duolingo is down 7% so far today. 🔴 This is despite the fact that their inital figures for Q4 were GOOD. - 30% Daily Active User Growth. - Bookings at or slightly above the high end of their guidance. ($329.5 million - $335.5 million) Great place to add more imo. $DUOL https://investors.duolingo.com/news-releases/news-release-details/duolingo-announces-cfo-transition https://investors.duolingo.com/news-releases/news-release-details/duolingo-announces-cfo-transition"  
[X Link](https://x.com/DeepValueAlex/status/2010733046937567328)  2026-01-12T15:18Z [--] followers, [---] engagements


"@killertaank @factorofimpact Yeah I think after this next earnings call we'll get some clear guidance on what their user growth goals are and then be able to base it off that"  
[X Link](https://x.com/DeepValueAlex/status/2010796282026344846)  2026-01-12T19:29Z [--] followers, [--] engagements


"@bjmtweets I also think that it takes time for the changes they make to increase user growth to take effect. They're most likely AB testing different changes in the app and will optimize as the year progresses. $DUOL"  
[X Link](https://x.com/DeepValueAlex/status/2010797306766045467)  2026-01-12T19:33Z [--] followers, [---] engagements


"@DividendDynasty I personally like $MA more thanb $V. Mastercards value added services is growing at 20% per year"  
[X Link](https://x.com/DeepValueAlex/status/2010819112616997339)  2026-01-12T21:00Z [--] followers, [---] engagements


"Content expansion is one lever. The maturity of the language learning is way further along that the chess and music portions. There are however many others the biggest of which I think is different social mechanics they can add. For example they could add co-op modes head-to-head modes etc. https://twitter.com/i/web/status/2010831378951389184 https://twitter.com/i/web/status/2010831378951389184"  
[X Link](https://x.com/DeepValueAlex/status/2010831378951389184)  2026-01-12T21:48Z [--] followers, [--] engagements


"@alc2022 You're referring to Duolingo huh :) I'm bullish as well"  
[X Link](https://x.com/DeepValueAlex/status/2010839166993474027)  2026-01-12T22:19Z [--] followers, [---] engagements


"@Investmentkage Robinhood is becoming more and more complete. It'll soon be the only app people use for money. $HOOD"  
[X Link](https://x.com/DeepValueAlex/status/2010844505889472993)  2026-01-12T22:41Z [--] followers, [----] engagements


"@T0M248 I always say it's like a brand having their D2C store but also listing everything on Amazon as well. They do that because it allows them to move the most amount of product possible. $UBER"  
[X Link](https://x.com/DeepValueAlex/status/2010861410537128176)  2026-01-12T23:48Z [--] followers, [---] engagements


"@Mr_Derivatives Part of being a PayPal investor is 50% talking about fundamentals and 50% pure hope. 😂 $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2010881058372522217)  2026-01-13T01:06Z [--] followers, [----] engagements


"@Walter74880895 @Mr_Derivatives Haha 100%"  
[X Link](https://x.com/DeepValueAlex/status/2010887096115085809)  2026-01-13T01:30Z [--] followers, [--] engagements


"@BuffersAndBeta @Mr_Derivatives You're probably right haha"  
[X Link](https://x.com/DeepValueAlex/status/2010904885236285463)  2026-01-13T02:41Z [--] followers, [--] engagements


"@DividendTalks I think $V and $MA have some of the widest Moats out there. I'm definitely buying th dip to build out Mastercard more in my portfolio"  
[X Link](https://x.com/DeepValueAlex/status/2011097365000995132)  2026-01-13T15:25Z [--] followers, [----] engagements


"@PolymarketMoney I overheard a guy ask his Meta glasses what to order at the cheesecake factory the other day. Too funny"  
[X Link](https://x.com/DeepValueAlex/status/2011100434841350523)  2026-01-13T15:38Z [--] followers, [---] engagements


"Visa and Mastercard are RED today 🔴 BOTH are great buys. I'd personally lean towards buying Mastercard. Their value added services are growing at 20% per year right now. $V $MA"  
[X Link](https://x.com/anyuser/status/2011103096605413502)  2026-01-13T15:48Z [--] followers, [---] engagements


"Paypal's Q4 earnings are LESS than a month away. What would increase your confidence in the stock Here's mine: 1) Paypal Ads growth & metrics 2) Future vision with banking 3) Venmo's accelerated growth $PYPL"  
[X Link](https://x.com/anyuser/status/2011194014465474766)  2026-01-13T21:49Z [--] followers, [---] engagements


"@fiscal_ai The AI fear regarding Adobe is overrated. If you look at their MAX presentation they literally have AI built throughout their entire platform. $ADBE"  
[X Link](https://x.com/DeepValueAlex/status/2011196108366602697)  2026-01-13T21:58Z [--] followers, [---] engagements


"@BlackMajikMan90 This also shows extreme confidence from the Netflix team that the deal will make it past regulatory scrutiny. David Ellison is going to file another lawsuit in the morning lol $NFLX"  
[X Link](https://x.com/DeepValueAlex/status/2011235908750557609)  2026-01-14T00:36Z [--] followers, [----] engagements


"@BrandonWealth Boring consistent habits win in the long run"  
[X Link](https://x.com/DeepValueAlex/status/2011260145331028030)  2026-01-14T02:12Z [--] followers, [--] engagements


"@MMatters22596 Agreed here. The FCF per share is growing very nicely and there is a lot of growth ahead for those that are patient. $DUOL"  
[X Link](https://x.com/DeepValueAlex/status/2011440454001459618)  2026-01-14T14:09Z [--] followers, [---] engagements


"@pepemoonboy I personally also like to only re-evalute my holdings after every earnings call. Basically [--] times a year. Checking the stock price every day will drive most people crazy imo"  
[X Link](https://x.com/DeepValueAlex/status/2011441430427054152)  2026-01-14T14:13Z [--] followers, [---] engagements


"@TacticzH Adobe is one of the clearest buys right now. Perfect fundamnetals and still growing. $ADBE"  
[X Link](https://x.com/DeepValueAlex/status/2011522319873949840)  2026-01-14T19:34Z [--] followers, [---] engagements


"@weary_centurion It's reached a point where people are fatigued from all these downgrades tbh. $PYPL"  
[X Link](https://x.com/DeepValueAlex/status/2011523214250557447)  2026-01-14T19:38Z [--] followers, [---] engagements


"@nikoliasgoninus The way Duolingo is growing their FCF per share is crazy. CAGR of 48%. $DUOL"  
[X Link](https://x.com/DeepValueAlex/status/2011533807581872485)  2026-01-14T20:20Z [--] followers, [---] engagements

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