#  @DividendTalks Dividend Talks on YouTube Several major companies have recently reported earnings, including Amazon, Apple, UnitedHealth, Visa, PayPal, Eli Lilly, and Merck & Co. These companies have shown varying results, with some exceeding expectations and others falling short. Additionally, some stocks, such as Novo Nordisk and Eli Lilly, have been in focus due to their dividend yields and growth prospects. ### Engagements: [------] [#](/creator/twitter::1608087913081839617/interactions)  - [--] Week [-------] -31% - [--] Month [---------] -9.60% - [--] Months [----------] +22% - [--] Year [----------] +71% ### Mentions: [--] [#](/creator/twitter::1608087913081839617/posts_active)  - [--] Week [---] +6.10% - [--] Month [---] +6.50% - [--] Months [---] -12% - [--] Year [-----] -45% ### Followers: [------] [#](/creator/twitter::1608087913081839617/followers)  - [--] Week [------] +0.46% - [--] Month [------] +2.60% - [--] Months [------] +30% - [--] Year [------] +72% ### CreatorRank: [-------] [#](/creator/twitter::1608087913081839617/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #3220 [technology brands](/list/technology-brands) 100% [social networks](/list/social-networks) 98.05% [stocks](/list/stocks) #1914 [cryptocurrencies](/list/cryptocurrencies) #2901 [automotive brands](/list/automotive-brands) 20.13% [fashion brands](/list/fashion-brands) #1818 [luxury brands](/list/luxury-brands) 12.34% [financial services](/list/financial-services) #1624 [countries](/list/countries) 3.9% **Social topic influence** [stocks](/topic/stocks) #748, [$adbe](/topic/$adbe) #52, [$crm](/topic/$crm) #9, [$msft](/topic/$msft) #38, [adobe](/topic/adobe) #864, [meta](/topic/meta) #1299, [ai](/topic/ai) 18.18%, [accenture](/topic/accenture) #63, [$acn](/topic/$acn) #11, [$meta](/topic/$meta) #18 **Top accounts mentioned or mentioned by** [@samurai__stock](/creator/undefined) [@financejack44](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@grok](/creator/undefined) [@jimmyinvest](/creator/undefined) [@kirille__](/creator/undefined) [@finmauser](/creator/undefined) [@moinvestinghq](/creator/undefined) [@thanospapathan](/creator/undefined) [@gogomoose](/creator/undefined) [@oidmanballsacks](/creator/undefined) [@swingtraderphix](/creator/undefined) [@shreyfinancial](/creator/undefined) [@agarwoodcapital](/creator/undefined) [@thetaburnvictim](/creator/undefined) [@william_r2rclub](/creator/undefined) [@cc_video_edit](/creator/undefined) [@investingbygenz](/creator/undefined) [@innov8challenge](/creator/undefined) [@itsu_komodo](/creator/undefined) **Top assets mentioned** [Adobe, Inc. (ADBE)](/topic/$adbe) [Salesforce Inc (CRM)](/topic/$crm) [Microsoft Corp. (MSFT)](/topic/$msft) [Accenture (ACN)](/topic/accenture) [Metadium (META)](/topic/$meta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Adappter Token (ADP)](/topic/$adp) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [UnitedHealth Group (UNH)](/topic/$unh) [Costco Hot Dog (COST)](/topic/$cost) [Automatic Data Processing Inc (ADP)](/topic/automatic-data-processing) [Costco Wholesale Corporation (COST)](/topic/costco) [Earth [--] Essence (ESS)](/topic/$ess) [Ferrari N.V. (RACE)](/topic/$race) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [S&P Global Inc (SPGI)](/topic/$spgi) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [SAP SE (SAP)](/topic/$sap) [Intuit Inc. (INTU)](/topic/$intu) [Apple, Inc. (AAPL)](/topic/$aapl) [T-Mobile (TMUS)](/topic/$tmus) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Duolingo, Inc. (DUOL)](/topic/$duol) [Now Coin (NOW)](/topic/$now) [Republic Services, Inc. (RSG)](/topic/$rsg) [Novo-Nordisk (NVO)](/topic/$nvo) [UNIPOLY (UNP)](/topic/$unp) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Tesla, Inc. (TSLA)](/topic/$tsla) [Effect.AI (EFX)](/topic/$efx) [Oracle Corporation (ORCL)](/topic/$orcl) [Netflix Inc (NFLX)](/topic/$nflx) [Elevance Health Inc (ELV)](/topic/$elv) [Eli Lilly and Company (LLY)](/topic/$lly) [Union Pacific Corporation (UNP)](/topic/union-pacific) [Mastercard, Inc. (MA)](/topic/$ma) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Advanced Micro Devices (AMD)](/topic/$amd) [Home Depot, Inc. (HD)](/topic/$hd) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Limitus (LMT)](/topic/$lmt) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Waste Management, Inc. (WM)](/topic/$wm) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Goldman Sachs (GS)](/topic/goldman-sachs) [Procter & Gamble (PG)](/topic/$pg) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Intel Corporation (INTC)](/topic/$intc) [Spotify Technology (SPOT)](/topic/$spot) [Altria Group Inc (MO)](/topic/$mo) [ServiceNow Inc (NOW)](/topic/servicenow) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Nike Inc (NKE)](/topic/$nke) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Exxon Mobil (XOM)](/topic/$xom) [Coca-Cola Co (KO)](/topic/$ko) [AppLovin Corporation (APP)](/topic/$app) [Dell Technologies, Inc. (DELL)](/topic/dell) ### Top Social Posts Top posts by engagements in the last [--] hours "10 BEST AI STOCKS TO BUY NOW: [--]. ASML $ASML Price Target = $880 Upside = 24% [--]. KLA Corp $KLAC Price Target = $806 Upside = 25% [--]. Lam Research $LRCX Price Target = $96 Upside = 26% [--]. Qualcomm $QCOM Price Target = $200 Upside = 27% [--]. Taiwan Semiconductors $TSM Price Target = $245 Upside = 28% [--]. Nvidia $NVDA Price Target = $177 Upside = 30% [--]. MicroStrategy $MSTR Price Target = $530 Upside = 35% [--]. Advanced Micro Devices $AMD Price Target = $184 Upside = 41% [--]. Uber $UBER Price Target = $94 Upside = 52% [--]. Micron Technology $MU Price Target = $154 Upside = 57% Have you been buying any" [X Link](https://x.com/DividendTalks/status/1867524951068356836) 2024-12-13T11:00Z 68.6K followers, 43.3K engagements "42 UNDERVALUED DIVIDEND STOCKS Yields are ABOVE Their 5Y Average: Below 1% Yield Old Dominion $ODFL 0.59% (0.41%) Below 2% Yield Zoetis $ZTS 1.22% (0.77%) Humana $HUM 1.32% (0.69%) UnitedHealth $UNH 1.61% (1.42%) Novo Nordisk $NVO 1.67% (1.41%) Elevance Health $ELV 1.71% (1.23%) Occidental $OXY 1.72% (0.88%) Below 3% Yield L3Harris $LHX 2.23% (1.95%) Nike $NKE 2.25% (1.10%) McDonalds $MCD 2.51% (2.29%) Starbucks $SBUX 2.64% (2.15%) Below 4% Yield Keurig Dr Pepper $KDP 3.03% (2.17%) NextEra Energy $NEE 3.06% (2.20%) Target $TGT 3.16% (2.56%) Mondelez $MDLZ 3.34% (2.28%) Hershey $HSY 3.46%" [X Link](https://x.com/DividendTalks/status/1878411024862216571) 2025-01-12T11:57Z 68.6K followers, 30.9K engagements "100000 YouTube subscribers. Still sinking in. Massive thanks to everyone whos been watching sharing and supporting. Wouldnt be here without you. Link in bio if you want to see what its all about" [X Link](https://x.com/DividendTalks/status/1944466480252191094) 2025-07-13T18:38Z 68.7K followers, 71.9K engagements "Novo Nordisk or Eli Lilly $NVO Dividend Yield 3.3% Payout 62% 5Y dividend CAGR 22% Revenue YoY 21% PE 14x Net Margin 36% Cash $3bn Total Debt $16bn $LLY Dividend Yield 0.9% Payout 33% 5Y dividend CAGR 15% Revenue YoY 37% PE 31x Net Margin 26% Cash $4bn Total Debt $40bn" [X Link](https://x.com/DividendTalks/status/1956843544356037102) 2025-08-16T22:20Z 68.8K followers, 161.3K engagements "United Health or Novo Nordisk $UNH Dividend Yield 2.9% Payout 30% 5Y dividend CAGR 14% Revenue YoY 10% PE 18x Net Margin 5% Cash $29bn Total Debt $79bn $NVO Dividend Yield 3.3% Payout 62% 5Y dividend CAGR 22% Revenue YoY 21% PE 14x Net Margin 36% Cash $3bn Total Debt $16bn" [X Link](https://x.com/DividendTalks/status/1957382386125099342) 2025-08-18T10:01Z 68.8K followers, 60.4K engagements "Stocks Near [--] Week Lows: Fair Isaac $FICO - $1400 ASML $ASML - $750 Eli Lilly $LLY - $710 LVMH $LVMH - $580 Berkshire Hathaway $BRK.B - $490 Lockheed Martin $LMT - $445 Adobe $ADBE - $360 Elevance Health $ELV - $315 UnitedHealth $UNH - $305 Essex Property Trust $ESS - $266 Accenture $ACN - $260 Salesforce $CRM - $250 Union Pacific $UNP - $225 Lululemon $LULU - $207 Molina Healthcare $MOH - $174 Constellation Brands $STZ - $165 Old Dominion $ODFL - $160 Procter & Gamble $PG - $158 Zoetis $ZTS - $155 PepsiCo $PEP - $148 Kimberly-Clark $KMB - $133 Coca-Cola Consolidated $COKE - $118 Diageo $DEO" [X Link](https://x.com/DividendTalks/status/1959586276136419837) 2025-08-24T11:59Z 68.8K followers, 49.6K engagements "Stocks Near [--] Week Lows: Fair Isaac $FICO - $1500 Costco $COST - $940 ASML $ASML - $725 Eli Lilly $LLY - $720 LVMH $LVMH - $590 Lockheed Martin $LMT - $450 Adobe $ADBE - $355 Elevance Health $ELV - $315 UnitedHealth $UNH - $308 Essex Property Trust $ESS - $270 Accenture $ACN - $260 Salesforce $CRM - $255 Union Pacific $UNP - $223 Lululemon $LULU - $200 Molina Healthcare $MOH - $180 Constellation Brands $STZ - $160 Procter & Gamble $PG - $157 Zoetis $ZTS - $155 Old Dominion $ODFL - $150 PepsiCo $PEP - $148 Kimberly-Clark $KMB - $129 Deckers $DECK - $118 Coca-Cola Consolidated $COKE - $116" [X Link](https://x.com/DividendTalks/status/1962826010551783750) 2025-09-02T10:32Z 68.8K followers, 32.1K engagements "Stocks Near [--] Week Lows: Fair Isaac $FICO - $1500 Costco $COST - $960 Eli Lilly $LLY - $725 LVMH $LVMH - $580 Lockheed Martin $LMT - $460 Adobe $ADBE - $350 UnitedHealth $UNH - $315 Elevance Health $ELV - $310 Essex Property Trust $ESS - $265 Duolingo $DUOL - $265 Accenture $ACN - $255 Salesforce $CRM - $250 Union Pacific $UNP - $220 Waste Connections $WCN - $180 Molina Healthcare $MOH - $175 Lululemon $LULU - $165 Procter & Gamble $PG - $159 Zoetis $ZTS - $153 Constellation Brands $STZ - $150 Old Dominion $ODFL - $150 PepsiCo $PEP - $145 Kimberly-Clark $KMB - $130 Deckers $DECK - $120" [X Link](https://x.com/DividendTalks/status/1965020206520287624) 2025-09-08T11:51Z 68.8K followers, 58.6K engagements "Stocks Near [--] Week Lows: Fair Isaac $FICO - $1550 Costco $COST - $965 Eli Lilly $LLY - $750 LVMH $LVMH - $580 Lockheed Martin $LMT - $470 Adobe $ADBE - $350 UnitedHealth $UNH - $350 Elevance Health $ELV - $310 Duolingo $DUOL - $305 Essex Property Trust $ESS - $265 Accenture $ACN - $240 Salesforce $CRM - $240 Waste Management $WM - $218 Union Pacific $UNP - $215 Molina Healthcare $MOH - $180 Waste Connections $WCN - $175 Lululemon $LULU - $160 Procter & Gamble $PG - $157 Zoetis $ZTS - $148 Old Dominion $ODFL - $145 PepsiCo $PEP - $143 Constellation Brands $STZ - $140 Kimberly-Clark $KMB -" [X Link](https://x.com/DividendTalks/status/1967209848010842614) 2025-09-14T12:52Z 68.8K followers, 57.6K engagements "Everyones chasing the AI headline stocks but the real story is deeper. If AI is the brain it still needs a body. That body comes from an entire supply chain of chips motors actuators & sensors. - $NVDA $TXN $QCOM $TSLA chips to process. - $ROK $ABBNY motors & robotics to move. - $SONY $ADI $IFNNY sensors to see & feel. - $PATH $PDYN $MOB software to think. This is the infrastructure of the next industrial revolution. Ignore it and youll miss where the real wealth is built" [X Link](https://x.com/DividendTalks/status/1972615530419765272) 2025-09-29T10:52Z 68.8K followers, 78.3K engagements "GOLDMAN SACHS TOP [--] VALUE STOCKS: [--]. Energy Transfer $ET [--]. Amgen $AMGN [--]. Qualcomm $QCOM [--]. Cisco $CISCO [--]. AT&T $T [--]. Pfizer $PFE [--]. Merck & Co $MRK [--]. The Progressive Corp $PGR [--]. Citi Group $C [--]. Adobe $ADBE Do you agree with them" [X Link](https://x.com/DividendTalks/status/1982103875965321563) 2025-10-25T15:16Z 68.8K followers, 63.6K engagements "Stocks Near [--] Week Lows: Costco $COST - $920 S&P Global $SPGI - $495 Ferrari $RACE - $415 Adobe $ADBE - $330 Air Products & Chemicals $APD - $260 Essex Property Trust $ESS - $255 Automatic Data Processing $ADP - $255 SAP $SAP - $245 Accenture $ACN - $245 Salesforce $CRM - $244 Union Pacific $UNP - $223 T-Mobile US $TMUS - $215 Waste Management $WM - $210 Equifax $EFX - $207 Honeywell $HON - $200 Duolingo $DUOL - $185 American Tower $AMT - $183 Lululemon $LULU - $170 Waste Connections $WCN - $168 Procter & Gamble $PG - $147 Molina Healthcare $MOH - $137 Old Dominion $ODFL - $132 Constellation" [X Link](https://x.com/DividendTalks/status/1990036129412747765) 2025-11-16T12:36Z 68.8K followers, 87K engagements "Everyone gave up on these stocks: Salesforce $CRM 23% Adobe $ADBE 25% Target $TGT 27% PayPal $PYPL 33% UnitedHealth $UNH 33% Chipotle $CMG 37% Novo Nordisk $NVO 40% Lululemon $LULU 43% Duolingo $DUOL 46% I ran the valuations. Some are still expensive. A few are genuinely mispriced. Breakdown 👇 https://twitter.com/i/web/status/2007437634889531558 https://twitter.com/i/web/status/2007437634889531558" [X Link](https://x.com/DividendTalks/status/2007437634889531558) 2026-01-03T13:03Z 68.7K followers, 455.9K engagements "Morgan Stanleys Top Value Stocks for [----] 👀 [--]. Microsoft $MSFT [--]. Walmart $WMT [--]. S&P Global $SPGI [--]. NextEra Energy $NEE [--]. Palo Alto Networks $PANW [--]. Amazon $AMZN [--]. Meta $META [--]. Visa $V Not exactly what most people expect when they hear value. Do you agree - or are they late https://twitter.com/i/web/status/2008244318381756701 https://twitter.com/i/web/status/2008244318381756701" [X Link](https://x.com/DividendTalks/status/2008244318381756701) 2026-01-05T18:28Z 68.6K followers, 56.1K engagements "Are energy stocks setting up for the next move Chevron $CVX Exxon Mobil $XOM ConocoPhillips $COP Diamondback $FANG Schlumberger $SLB Halliburton $HAL Occidental $OXY Cash flows are surging. Capex is disciplined. Valuations arent stretched. We ran the numbers 👇 https://twitter.com/i/web/status/2008554820232261995 https://twitter.com/i/web/status/2008554820232261995" [X Link](https://x.com/DividendTalks/status/2008554820232261995) 2026-01-06T15:02Z 68.8K followers, 22.1K engagements "30. Live Nation $LYV [--]. Meta $META [--]. Spotify $SPOT [--]. Amazon $AMZN [--]. Chiptole $CMG [--]. Ferrari $RACE [--]. Coca-Cola $KO [--]. Walmart $WMT [--]. EQT $EQT [--]. Blackstone $BX [--]. Citi $C [--]. Citizens $CFG [--]. Mastercard $MA [--]. Progressive $PGR [--]. Visa $V [--]. Boston Scientific $BSX [--]. Eli Lilly $LLY [--]. IQVIA $IQV [--]. Thermo Fischer $TMO [--]. Howler Aerospace $HWM [--]. Trane Tech $TT [--]. TransUnion $TRU [--]. Analog Devices $ADI [--]. Apple $AAPL [--]. Atlassian Corp $TEAM [--]. Datadog $DDOG [--]. Microsoft $MSFT [--]. Shopify $SHOP [--]. Ecolab $ECL [--]. CBRE Group $CBRE Do you agree" [X Link](https://x.com/DividendTalks/status/2009311300627702153) 2026-01-08T17:08Z 68.8K followers, [----] engagements "Everyone is selling these stocks: PepsiCo $PEP 17% Kroger $KR 27% Coca-Cola $KO 10% Mondelez $MDLZ 35% Union Pacific $UNP 12% Altria $MO 25% Philip Morris $PM 18% Procter & Gamble $PG 28% I ran the valuations. Most are not cheap. A couple are genuinely mispriced. Breakdown 👇 https://twitter.com/i/web/status/2009582758058774733 https://twitter.com/i/web/status/2009582758058774733" [X Link](https://x.com/DividendTalks/status/2009582758058774733) 2026-01-09T11:07Z 68.8K followers, 100.8K engagements "Trump just floated a 10% cap on credit card interest rates. If this ever becomes policy heres who it actually hits: Most exposed (credit card lenders): - Capital One $COF - Discover $DFS - Synchrony $SYF - American Express $AXP Lower APRs = lower interest income. Less direct impact (networks not lenders): - Visa $V - Mastercard $MA They dont set rates - they skim transaction volume. Potential second-order winners: - Walmart $WMT - Amazon $AMZN - Target $TGT Lower consumer interest burden = more spending power. Big headline. Very different outcomes depending on the business model." [X Link](https://x.com/DividendTalks/status/2009933095479153145) 2026-01-10T10:19Z 68.7K followers, 21.8K engagements "Pre-Market Trump Credit Card Sell-Off 👇 Capital One $COF 11% Synchrony $SYF 10% American Express $AXP 5% Citigroup $C 4% JPMorgan $JPM 3% Bank of America $BAC 3% Visa $V 2% Mastercard $MA 2% Credit card lenders are getting hit hard - networks less so. Is this a policy overreaction or a real earnings headwind https://twitter.com/i/web/status/2010668152649027602 https://twitter.com/i/web/status/2010668152649027602" [X Link](https://x.com/DividendTalks/status/2010668152649027602) 2026-01-12T11:00Z 68.5K followers, 104.6K engagements "Goldmans Must-Buy vs Must-Sell for [----] predictions: Must Buy: Microsoft $MSFT Oracle $ORCL ServiceNow $NOW Must Sell: Adobe $ADBE Datadog $DDOG Bullish on the platforms & enterprise names Bearish on the pure growth/saaS crowd. Do you agree with GS - or are they missing the next big leg https://twitter.com/i/web/status/2012186376352178577 https://twitter.com/i/web/status/2012186376352178577" [X Link](https://x.com/DividendTalks/status/2012186376352178577) 2026-01-16T15:33Z 68.7K followers, 54.5K engagements "These stocks got absolutely hammered last week: Intuit $INTU 16% Salesforce $CRM 13% AppLovin $APP 12% Royal Caribbean $RCL 11% Adobe $ADBE 11% ServiceNow $NOW 10% Duolingo $DUOL 10% Qualcomm $QCOM 10% Workday $WDAY 10% Norwegian $NCLH 10% Same businesses. Very different prices. Did you add - or stay on the sidelines https://twitter.com/i/web/status/2012518599743713384 https://twitter.com/i/web/status/2012518599743713384" [X Link](https://x.com/DividendTalks/status/2012518599743713384) 2026-01-17T13:33Z 68.7K followers, 31.4K engagements "People forget how long this took. Google wasnt an overnight winner. It stacked products. Bought competitors. Printed cash. Then quietly became infrastructure. From a $25m Series A a $3T machine. Thats Alphabet $GOOGL. The question isnt can they win AI Its how many markets can they dominate at once. https://twitter.com/i/web/status/2013316088600133854 https://twitter.com/i/web/status/2013316088600133854" [X Link](https://x.com/DividendTalks/status/2013316088600133854) 2026-01-19T18:22Z 68.6K followers, 55.3K engagements "Everyone loves stocks at all-time highs. This is where the actual decisions get made. These are quality names trading 2055% below their highs: $LULU -55% $ORCL -50% $NOW -48% $UNH -43% $CRM -40% $ADBE -37% $NFLX -36% $INTU -35% $GIS -35% $FTNT -34% $TMUS -34% $KMB -34% $DELL -33% $CMG -32% $HOOD -31% $META -23% $AVGO -21% $CRWD -21% $MSFT -20% $PLTR -20% Some of these are broken. Some are just hated. Which ones are you buying - and which are value traps https://twitter.com/i/web/status/2014330658269680035 https://twitter.com/i/web/status/2014330658269680035" [X Link](https://x.com/DividendTalks/status/2014330658269680035) 2026-01-22T13:33Z 68.8K followers, 37.6K engagements "Everyone keeps asking where the market is cheap Morningstar just answered it 👀 Theyve released their Q1 [----] fair value estimates - and these are [--] stocks trading materially below what analysts think theyre worth: [--] Broadcom $AVGO - 28% undervalued [--] Microsoft $MSFT - 20% undervalued [--] Elevance Health $ELV - 26% undervalued [--] Devon Energy $DVN - 33% undervalued [--] Mondelez $MDLZ - 25% undervalued [--] Kraft Heinz $KHC - 54% undervalued [--] Comcast $CMCSA - 32% undervalued [--] Albemarle $ALB - 19% undervalued [--] Campbells $CPB - 56% undervalued 🔟 NXP Semiconductors $NXPI - 14% undervalued This isnt" [X Link](https://x.com/DividendTalks/status/2015747585475027100) 2026-01-26T11:24Z 68.7K followers, 54.8K engagements "Nancy Pelosi added exposure via deep ITM calls in: $GOOGL (5000 shares) $AMZN (5000) $NVDA (5000) $TEM (5000) And trimmed / exited: $AAPL (45000 shares) $DIS (10000) $PYPL (5000) Rotation into AI + mega-cap growth or just portfolio rebalancing Which move stands out to you https://twitter.com/i/web/status/2015807482380136648 https://twitter.com/i/web/status/2015807482380136648" [X Link](https://x.com/DividendTalks/status/2015807482380136648) 2026-01-26T15:22Z 68.7K followers, 19.4K engagements "Insane week of earnings including: - $ASML - $MSFT - $META - $TSLA - $MA - $V - $AAPL - $SOFI - $MO What are you watching" [X Link](https://x.com/DividendTalks/status/2015864231342526797) 2026-01-26T19:07Z 68.5K followers, [----] engagements "🚨 ARK just mapped out what could be the NEXT DECADE of winners. This isnt about one stock. Its about the tech stack that could reshape EVERYTHING. Heres the ARK Big Ideas [----] playbook 👇🧵 🤖 AI Infrastructure & Platforms $NVDA $AMD $AVGO $TSM $GOOG $AMZN $MSFT $META $AAPL These are the digital picks & shovels of the AI gold rush. Every model. Every data center. Every breakthrough. 🪙 Public Blockchains $BTC $ETH $SOL $COIN $CRCL $HOOD Wall Street is finally onboarding crypto rails. TradFi + DeFi = structural shift not a fad. 🦾 Robotics + Humanoids $TSLA $XPEV $BIDU $GOOGL $WRD $PONY $AMZN" [X Link](https://x.com/DividendTalks/status/2015890520254419142) 2026-01-26T20:52Z 68.6K followers, 60.8K engagements "🚨 HEALTHCARE SHOCK: The market is voting HARD. After WSJ reported flat Medicare Advantage rates for 2027: $UNH -8% $HUM -13% $CVS -10% Thats not noise. Thats institutions repricing an entire business model. What changed Expected reimbursement growth: +4% to +6% Proposed increase: +0.09% Thats a cliff. Medicare Advantage = profit engine for these companies. When growth goes to zero: ➡ Margins compress ➡ EPS estimates fall ➡ Multiples contract ➡ Political risk gets priced in The real story: This signals a shift from 💰 Shareholder-friendly reimbursement to 🏛 Government cost containment" [X Link](https://x.com/DividendTalks/status/2015902400708501953) 2026-01-26T21:39Z 68.6K followers, 21.9K engagements "UnitedHealth $UNH Reports Earnings: Revenue: $113.2B v Est $113.9B ❌ EPS: $2.11 v Est. $2.10 ✅ FY26 Guidance Revenue: $439B v Est. $456B ❌ EPS: $17.75 v Est. $17.69 ✅ Shares are down 13% pre market" [X Link](https://x.com/DividendTalks/status/2016111299793412547) 2026-01-27T11:29Z 68.6K followers, 13K engagements "🚨 UnitedHealth $UNH just dropped 20% in one day. 🚨 Not on a macro headline - on earnings + company-specific news. This is one of the largest single-day moves in UNHs history. Overreaction or the market finally repricing risk in managed care I broke down: what actually missed what changed in guidance what the market is worried about whether this sell-off creates a real opportunity Full analysis on YouTube 👇 https://twitter.com/i/web/status/2016491043458342956 https://twitter.com/i/web/status/2016491043458342956" [X Link](https://x.com/DividendTalks/status/2016491043458342956) 2026-01-28T12:38Z 68.8K followers, [----] engagements "Wall Street says these are Buy Now. The market doesnt look so convinced. Top stocks analysts see with 40%+ upside: [--] $ORCL - 73% upside [--] $INTU - 48% [--] $MRVL - 44% [--] $CRM - 43% [--] $DELL - 43% [--] $TMUS - 42% [--] $CEG - 41% [--] $NVDA - 40% [--] $AVGO - 38% 🔟 $UNH - 37% Either analysts are early or the market is right to stay cautious. Which one do you trust most - and which is a trap https://twitter.com/i/web/status/2016498608263033135 https://twitter.com/i/web/status/2016498608263033135" [X Link](https://x.com/DividendTalks/status/2016498608263033135) 2026-01-28T13:08Z 68.8K followers, 33.8K engagements "Altria Group $MO Reports Earnings: Revenue: $5.08B (Est. $5.02B) ✅ EPS: $1.30 (Est. $1.32) ❌ FY26 Outlook: Investments ramping for smoke-free products. Shares are flat pre market" [X Link](https://x.com/DividendTalks/status/2016845465895997574) 2026-01-29T12:06Z 68.8K followers, [----] engagements "Mastercard $MA Reports Earnings: EPS: $4.76 v $4.24 ✅ Revenue: $8.8bn v $8.78bn ✅ Shares are up 2% pre market" [X Link](https://x.com/DividendTalks/status/2016860071964164511) 2026-01-29T13:04Z 68.6K followers, 13K engagements "Microsoft $MSFT is down 25% from its highs Now trading at a Forward P/E 24x and a PEG 1.9x. Thats not cheap-like-2022 cheap - but it does look like valuation has meaningful room compared to history and relative tech peers. So the question is: Is this a strong buy here - yes or no If no whats the better alternative https://twitter.com/i/web/status/2016888103684763924 https://twitter.com/i/web/status/2016888103684763924" [X Link](https://x.com/DividendTalks/status/2016888103684763924) 2026-01-29T14:56Z 68.6K followers, 77.8K engagements "$SOFI came through with a strong quarter. Revenue: $1.03B vs $982M expected EPS: $0.12 (in line) Adjusted EBITDA: $318M up 60% YoY Member count: 13.7M growing 35% YoY FY26 outlook raised: Revenue: $4.7B vs $4.5B consensus EPS: $0.60 vs $0.59 expected GAAP net income: $825M EBITDA margin expanding to 34% Growth is accelerating margins are improving and guidance just moved higher. https://twitter.com/i/web/status/2017211364893143353 https://twitter.com/i/web/status/2017211364893143353" [X Link](https://x.com/DividendTalks/status/2017211364893143353) 2026-01-30T12:20Z 68.5K followers, [----] engagements "Mag [--] forward P/E right now: Meta $META - 24x Microsoft $MSFT - 25x Nvidia $NVDA - 28x Amazon $AMZN - 30x Apple $AAPL - 31x Alphabet $GOOGL - 32x Tesla $TSLA - 203x Any genuinely cheap Or all priced for perfection Buying here - yes or no" [X Link](https://x.com/DividendTalks/status/2017642864738513160) 2026-01-31T16:55Z 68.8K followers, 59.5K engagements "Most people are looking at what Nancy Pelosi traded. The real story is how she traded it. She sold common shares of $AAPL $AMZN and $NVDA - names everyone assumes shes bullish on. Then she quietly did something far more interesting. She rotated back into the same stocks using call options. $GOOGL $AMZN $NVDA Less capital. More leverage. Defined downside. Explosive upside if tech keeps running. Thats not panic-selling. Thats not trimming exposure. Thats a calculated bet that big tech still has room to run - just with smarter positioning. https://twitter.com/i/web/status/2017973036599623728" [X Link](https://x.com/DividendTalks/status/2017973036599623728) 2026-02-01T14:47Z 68.8K followers, 41.7K engagements "Everyone is panic-selling stocks right now. Not junk - quality names. $V 8% $MSFT 11% $NFLX 11% $QCOM 11% $AXON 15% $ADBE 16% $ORCL 16% $ROP 17% $PLTR 18% $CRM 20% $CEG 21% $NOW 24% $INTU 25% This isnt random noise. Its fear forced selling and short-term positioning. I went through [--] stocks now trading at valuations I havent seen in years. Some are genuinely mispriced. Some deserve the drawdown. I broke down all [--] in this weeks Substack. Which sector do you think the market is getting wrong https://twitter.com/i/web/status/2018024668016541755" [X Link](https://x.com/DividendTalks/status/2018024668016541755) 2026-02-01T18:12Z 68.8K followers, 17.6K engagements "The biggest stock crashes of the last year werent in meme stocks. They were in household names. $TTD 76% $FISV 73% $LULU 59% $COIN 56% $SMCI 56% $UNH 53% $ORCL 52% $NOW 45% $PYPL 42% $CRM 39% $INTU 39% $NFLX 38% $ADBE 37% $CMG 35% $PLTR -29% $MSFT 23% A 50% drawdown doesnt automatically mean cheap. And a great business doesnt always make a great stock. Some of these are real opportunities. Others are value traps in disguise. I went through [--] beaten-down names and separated the two - valuation growth and risk side-by-side in a simple spreadsheet for Substack readers. Which of these do you" [X Link](https://x.com/DividendTalks/status/2018283900988952625) 2026-02-02T11:22Z 68.8K followers, 16.1K engagements "This is how Wall Street is positioning for semiconductors in [----]. Not Twitter hype. Not retail flow. Actual top picks from JPMorgan Morgan Stanley Bank of America Citi and Goldman Sachs. Different banks. Different models. Same conclusion. The names that keep showing up: $NVDA $AVGO $ASML $LRCX $AMAT $ADI $CDNS $KLAC This isnt about the next AI stock. Its about who controls the bottlenecks: EUV lithography $ASML Chipmaking equipment $LRCX $AMAT $KLAC High-value IP and design software $CDNS $ADI System-level leverage $NVDA $AVGO When banks align like this theyre not trading headlines - theyre" [X Link](https://x.com/DividendTalks/status/2018308207987376348) 2026-02-02T12:59Z 68.8K followers, 26.3K engagements "2026 isnt about faster chips. Its about moving data at the speed of light. This is the optics stack Wall Street is quietly positioning around as AI workloads explode. Compute was phase one. Interconnect is phase two. Why this matters: AI clusters are hitting limits with copper. Power heat latency - all breaking points. The solution is optical interconnects across the entire data center. And that creates winners across the stack: Optics chips & devices $AVGO $NVDA $MRVL $CRDO $ALAB $MTSI SiPh / CMOS fabs $TSM $INTC $GFS $STM $SKYT Merchant transceivers $COHR $LITE $AAOI Networking & system" [X Link](https://x.com/DividendTalks/status/2018395619447263486) 2026-02-02T18:46Z 68.8K followers, [----] engagements "Stocks Near [--] Week Lows: Costco $COST - $900 S&P Global $SPGI - $490 Ferrari $RACE - $390 Home Depot $HD - $343 Visa $V - $327 Adobe $ADBE - $325 Essex Property Trust $ESS - $260 Air Products & Chemicals $APD - $255 Automatic Data Processing $ADP - $250 Accenture $ACN - $250 SAP $SAP - $235 Salesforce $CRM - $225 Union Pacific $UNP - $225 Republic Services $RSG - $219 Equifax $EFX - $215 T-Mobile US $TMUS - $210 Waste Connections $WCN - $175 Duolingo $DUOL - $170 Lululemon $LULU - $168 Procter & Gamble $PG - $150 Molina Healthcare $MOH - $140 Old Dominion $ODFL - $135 Constellation Brands" [X Link](https://x.com/DividendTalks/status/1992963471797883121) 2025-11-24T14:28Z 68.9K followers, 46.4K engagements "Stocks Near [--] Week Lows: Costco $COST - $910 Ferrari $RACE - $390 Home Depot $HD - $355 Adobe $ADBE - $320 Essex Property Trust $ESS - $265 Air Products & Chemicals $APD - $260 Automatic Data Processing $ADP - $255 Accenture $ACN - $250 SAP $SAP - $240 Salesforce $CRM - $230 Republic Services $RSG - $215 Equifax $EFX - $210 T-Mobile US $TMUS - $210 Duolingo $DUOL - $190 Lululemon $LULU - $185 Waste Connections $WCN - $175 Procter & Gamble $PG - $148 Molina Healthcare $MOH - $148 Old Dominion $ODFL - $135 Constellation Brands $STZ - $135 American Water Works $AWK - $130 Zoetis $ZTS - $128" [X Link](https://x.com/DividendTalks/status/1995099009216639127) 2025-11-30T11:54Z 68.9K followers, 80K engagements "Stocks Near [--] Week Lows: Costco $COST - $895 Dominos $DPZ - $415 Ferrari $RACE - $390 Home Depot $HD - $355 Adobe $ADBE - $350 Accenture $ACN - $265 Air Products & Chemicals $APD - $260 Automatic Data Processing $ADP - $260 Salesforce $CRM - $260 Essex Property Trust $ESS - $255 SAP $SAP - $245 Republic Services $RSG - $215 Equifax $EFX - $210 T-Mobile US $TMUS - $210 Duolingo $DUOL - $200 Lululemon $LULU - $190 Waste Connections $WCN - $173 Old Dominion $ODFL - $155 Molina Healthcare $MOH - $152 Procter & Gamble $PG - $143 Constellation Brands $STZ - $142 American Water Works $AWK - $130" [X Link](https://x.com/DividendTalks/status/1997651734819168746) 2025-12-07T12:57Z 68.9K followers, 71.6K engagements "Stocks Near [--] Week Lows: Costco $COST - $855 Dominos $DPZ - $430 Linde $LIN - $420 Ferrari $RACE - $380 Home Depot $HD - $360 Adobe $ADBE - $355 Accenture $ACN - $270 Automatic Data Processing $ADP - $260 Salesforce $CRM - $260 Essex Property Trust $ESS - $257 SAP $SAP - $245 Air Products & Chemicals $APD - $240 Equifax $EFX - $220 Republic Services $RSG - $213 Lululemon $LULU - $210 T-Mobile US $TMUS - $197 Duolingo $DUOL - $185 Waste Connections $WCN - $175 Molina Healthcare $MOH - $163 Old Dominion $ODFL - $157 Procter & Gamble $PG - $144 Constellation Brands $STZ - $135 American Water" [X Link](https://x.com/DividendTalks/status/2002712527096983740) 2025-12-21T12:07Z 68.9K followers, 36.5K engagements "Stocks Near [--] Week Lows: Costco $COST - $870 Linde $LIN - $425 Dominos $DPZ - $420 Ferrari $RACE - $375 Adobe $ADBE - $350 Home Depot $HD - $345 Accenture $ACN - $270 Salesforce $CRM - $265 Automatic Data Processing $ADP - $260 Essex Property Trust $ESS - $260 SAP $SAP - $245 Air Products & Chemicals $APD - $245 Equifax $EFX - $222 Republic Services $RSG - $215 Lululemon $LULU - $210 T-Mobile US $TMUS - $200 Duolingo $DUOL - $180 Waste Connections $WCN - $178 Molina Healthcare $MOH - $165 Old Dominion $ODFL - $160 Procter & Gamble $PG - $144 Constellation Brands $STZ - $140 American Water" [X Link](https://x.com/DividendTalks/status/2005652778362802610) 2025-12-29T14:51Z 68.9K followers, 132.4K engagements "Buying the dip today or staying patient SoFi $SOFI 10% Tesla $TSLA 5% Equifax $EFX 5% AMD $AMD 4% Fair Isaac $FICO 4% Chevron $CVX 3% AT&T $T 3% Altria $MO 3% Robinhood $HOOD 3% Netflix $NFLX 2% Apple $AAPL 2% Some of these are noise. A few are opportunity. Which one are you watching https://twitter.com/i/web/status/2008586971606606051 https://twitter.com/i/web/status/2008586971606606051" [X Link](https://x.com/DividendTalks/status/2008586971606606051) 2026-01-06T17:10Z 68.9K followers, 111.1K engagements "Everyone says quality stocks are expensive. Im not so sure anymore. [--] high-quality names trading at very reasonable forward multiples in 2026: Visa $V - 25x Microsoft $MSFT - 26x Meta $META - 21x Mastercard $MA - 28x Netflix $NFLX - 27x Uber $UBER - 22x MercadoLibre $MELI - 34x Sea $SE - 24x Adobe $ADBE - 12x Amazon $AMZN - 29x One of these is clearly mispriced. Which one are you buying and which one is the trap https://twitter.com/i/web/status/2014118117820027056 https://twitter.com/i/web/status/2014118117820027056" [X Link](https://x.com/DividendTalks/status/2014118117820027056) 2026-01-21T23:29Z 68.9K followers, 119.1K engagements "$UNH just dropped 20% in a single day. Did you buy the panic - or step aside" [X Link](https://x.com/DividendTalks/status/2016286890282852754) 2026-01-27T23:07Z 68.9K followers, 20.6K engagements "Quality stocks are too expensive. Thats the narrative. But after this selloff I dont think its true anymore. Here are [--] high-quality stocks trading at very reasonable forward multiples in 2026: Adobe $ADBE - 12x Novo Nordisk $NVO - 16x Uber $UBER - 19x Meta $META - 23x Visa $V - 25x Microsoft $MSFT - 26x Netflix $NFLX - 26x Mastercard $MA - 27x ServiceNow $NOW - 28x Amazon $AMZN - 30x One of these is clearly mispriced. One is a value trap hiding in plain sight. Which one are you buying and which one are you avoiding https://twitter.com/i/web/status/2017015358708994524" [X Link](https://x.com/DividendTalks/status/2017015358708994524) 2026-01-29T23:21Z 68.8K followers, 78.8K engagements "$UBER down over 8% in pre market after this earnings release:" [X Link](https://x.com/DividendTalks/status/2019022714040967461) 2026-02-04T12:18Z 68.9K followers, 12.1K engagements "Microsoft is severely undervalued at a Forward P/E of 23x" [X Link](https://x.com/DividendTalks/status/2019419605605969987) 2026-02-05T14:35Z 68.9K followers, 32.1K engagements "Wall Street keeps saying Big Tech capex is peaking. The companies themselves are saying the opposite. For [----] internal capex plans are blowing past analyst expectations: Amazon $AMZN: $200B vs $150B expected Google $GOOGL: $185B vs $120B Microsoft $MSFT: $140B vs $115B Meta $META: $135B vs $110B This isnt defensive spending. This is an all-in bet on AI infrastructure data centers and compute. When the people writing the cheques are more bullish than Wall Street it usually matters. https://twitter.com/i/web/status/2019867524385370139 https://twitter.com/i/web/status/2019867524385370139" [X Link](https://x.com/DividendTalks/status/2019867524385370139) 2026-02-06T20:15Z 68.9K followers, 10.1K engagements "7. Visa $V Revenue: +12% EPS: +7% Stock: -6%" [X Link](https://x.com/DividendTalks/status/2021259693079896477) 2026-02-10T16:27Z 68.9K followers, [----] engagements "8. Uber $UBER Revenue: +18% EPS: +4% Stock: -5%" [X Link](https://x.com/DividendTalks/status/2021259701787213889) 2026-02-10T16:27Z 68.9K followers, [----] engagements "9. MercadoLibre $MELI Revenue: +37% EPS: +45% Stock: +1%" [X Link](https://x.com/DividendTalks/status/2021259709190123617) 2026-02-10T16:27Z 68.8K followers, [----] engagements "Stocks Near [--] Week Lows: UnitedHealth $UNH - $458 Humana $HUM - $307 Apple $AAPL - $168 3M $MMM - $92 Nike $NKE - $91 Starbucks $SBUX - $89 Agree Realty $ADC - $56 Unilever $UL - $49 BCE $BCE - $32 Americold Realty $COLD - $24 Walgreens $WBA - $19 NIO $NIO - $5 Buying https://twitter.com/i/web/status/1775474052540358782 https://twitter.com/i/web/status/1775474052540358782" [X Link](https://x.com/anyuser/status/1775474052540358782) 2024-04-03T10:42Z 68.9K followers, 248K engagements "Stocks Near [--] Week Lows: Fair Isaac $FICO - $1500 Costco $COST - $915 Eli Lilly $LLY - $720 LVMH $LVMH - $600 Lockheed Martin $LMT - $485 Adobe $ADBE - $360 UnitedHealth $UNH - $340 Duolingo $DUOL - $325 Elevance Health $ELV - $320 Automatic Data Processing $ADP - $290 Public Storage $PSA - $285 Essex Property Trust $ESS - $265 Salesforce $CRM - $243 Accenture $ACN - $240 Waste Management $WM - $218 Molina Healthcare $MOH - $190 Lululemon $LULU - $175 Waste Connections $WCN - $172 Procter & Gamble $PG - $152 Zoetis $ZTS - $144 PepsiCo $PEP - $140 Old Dominion $ODFL - $138 Constellation" [X Link](https://x.com/anyuser/status/1972268644932423753) 2025-09-28T11:54Z 68.9K followers, 113.4K engagements "12 Stocks With INSANE Gross Margins: Taiwan Semiconductor $TSM 🔌59% Alphabet $GOOGL ☁ 60% Microsoft $MSFT 💻 68% S&P Global $SPGI 📊 70% Nvidia $NVDA 🔋 71% Broadcom $AVGO 🪫 77% Meta Platforms $META ☁ 81% Fair Isaac $FICO 📈 82% Eli Lilly & Co $LLY 🦠 83% Novo Nordisk $NVO 🥼85% Booking $BKNG 🏖 87% Visa $V 💳 98% How many out of [--] do you hold https://twitter.com/i/web/status/1972676839383421046 https://twitter.com/i/web/status/1972676839383421046" [X Link](https://x.com/anyuser/status/1972676839383421046) 2025-09-29T14:56Z 68.9K followers, 80.6K engagements "Who Really Powers TSMC Everyone talks about $TSM but few realize how deep its supply chain runs. As AI supercharges chip demand TSMCs suppliers could quietly be the biggest winners of this decade. Heres who stands to benefit most: 🧠 $ASML 41% (the king of lithography) ⚙ $AMAT 14% 🔬 $TOELY (Tokyo Electron) 6.4% 🧪 $LRCX (Lam Research) 6.3% 🔍 $KLAC (KLA Corp) 5.1% 🧫 $4063.JP (Shin-Etsu Chemical) 2.7% 🧱 $5201.JP (AGC Inc) 2.0% As TSMC ramps up AI chip production these suppliers arent just partners theyre the picks and shovels of the semiconductor gold rush." [X Link](https://x.com/DividendTalks/status/1979669786674999486) 2025-10-18T22:03Z 68.9K followers, 26.8K engagements "Stocks Near [--] Week Lows: Costco $COST - $880 Dominos $DPZ - $430 Ferrari $RACE - $365 Home Depot $HD - $360 Adobe $ADBE - $355 Accenture $ACN - $270 Automatic Data Processing $ADP - $265 Salesforce $CRM - $260 Essex Property Trust $ESS - $258 SAP $SAP - $245 Air Products & Chemicals $APD - $245 Equifax $EFX - $220 Republic Services $RSG - $212 Lululemon $LULU - $205 T-Mobile US $TMUS - $195 Duolingo $DUOL - $195 Waste Connections $WCN - $173 Molina Healthcare $MOH - $168 Old Dominion $ODFL - $160 Constellation Brands $STZ - $147 Procter & Gamble $PG - $142 American Water Works $AWK - $130" [X Link](https://x.com/DividendTalks/status/2000160173550149929) 2025-12-14T11:05Z 68.9K followers, 87.4K engagements "Stocks Near [--] Week Lows: Costco $COST - $855 Linde $LIN - $430 Dominos $DPZ - $425 Ferrari $RACE - $370 Home Depot $HD - $345 Adobe $ADBE - $330 Accenture $ACN - $260 Salesforce $CRM - $255 Automatic Data Processing $ADP - $250 Air Products & Chemicals $APD - $245 SAP $SAP - $235 Equifax $EFX - $215 Republic Services $RSG - $212 Lululemon $LULU - $210 T-Mobile US $TMUS - $200 Molina Healthcare $MOH - $178 Duolingo $DUOL - $175 Waste Connections $WCN - $174 Old Dominion $ODFL - $160 ServiceNow $NOW - $147 Procter & Gamble $PG - $140 Constellation Brands $STZ - $140 American Water Works $AWK -" [X Link](https://x.com/DividendTalks/status/2007784257670783337) 2026-01-04T12:00Z 68.9K followers, 80.1K engagements "Morningstar just dropped its best AI stock picks. Most people wont like whats on the list. Heres where they see the biggest gaps between price and value 👇 [--]. Nvidia $NVDA - 21% undervalued FV $240 [--]. Microsoft $MSFT - 19% undervalued FV $600 [--]. Amazon $AMZN - 7% undervalued FV $260 [--]. Meta $META - 24% undervalued FV $850 [--]. Broadcom $AVGO - 31% undervalued FV $480 [--]. Tencent $TCEHY - 22% undervalued FV $102 [--]. AMD $AMD - 22% undervalued FV $270 [--]. Adobe $ADBE - 40% undervalued FV $560 [--]. Alibaba $BABA - 43% undervalued FV $258 [--]. Oracle $ORCL - 30% undervalued FV $277 [--]. Marvell $MRVL -" [X Link](https://x.com/DividendTalks/status/2010739069286805683) 2026-01-12T15:42Z 68.9K followers, 101.2K engagements "Stocks Near [--] Week Lows: Intuit $INTU - $545 Spotify $SPOT - $505 Berkshire Hathaway $BRK.B - $493 Dominos $DPZ - $400 Ferrari $RACE - $345 Visa $V - $328 Adobe $ADBE - $295 Accenture $ACN - $285 Air Products & Chemicals $APD - $267 Automatic Data Processing $ADP - $260 SAP $SAP - $235 Salesforce $CRM - $227 Equifax $EFX - $220 Republic Services $RSG - $210 Lululemon $LULU - $200 Molina Healthcare $MOH - $190 T-Mobile US $TMUS - $186 Waste Connections $WCN - $167 Constellation Brands $STZ - $156 Duolingo $DUOL - $150 Procter & Gamble $PG - $144 American Water Works $AWK - $133 ServiceNow" [X Link](https://x.com/DividendTalks/status/2012499106778800528) 2026-01-17T12:15Z 68.9K followers, 101.5K engagements "Stocks Near [--] Week Lows: Intuit $INTU - $560 Spotify $SPOT - $510 Berkshire Hathaway $BRK.B - $480 Dominos $DPZ - $410 Roper Technologies $ROP - $407 Ferrari $RACE - $340 Visa $V - $325 Adobe $ADBE - $300 Accenture $ACN - $280 Air Products & Chemicals $APD - $260 Automatic Data Processing $ADP - $258 SAP $SAP - $232 Salesforce $CRM - $228 Republic Services $RSG - $217 Equifax $EFX - $210 Lululemon $LULU - $191 T-Mobile US $TMUS - $186 Waste Connections $WCN - $169 Constellation Brands $STZ - $158 Duolingo $DUOL - $155 Procter & Gamble $PG - $150 ServiceNow $NOW - $133 Zoetis $ZTS - $124" [X Link](https://x.com/DividendTalks/status/2015037689926439222) 2026-01-24T12:23Z 68.9K followers, 36.8K engagements "Markets are getting hit today but the Mag7 numbers so far dont really justify the panic. What weve seen already: Microsoft $MSFT: Revenue up 17% EPS up 60% Meta $META: Revenue +20%+ margins expanding again Apple $AAPL: Steady growth no real cracks Tesla $TSLA: The clear weak spot - slowing growth earnings pressure Meanwhile Google $GOOGL Amazon $AMZN and Nvidia $NVDA still havent reported. And yet the whole group is selling off together. This doesnt feel like fundamentals breaking. It feels like: de-risking positioning ahead of earnings macro fear leaking into everything If $GOOGL $AMZN and" [X Link](https://x.com/DividendTalks/status/2018780109734592743) 2026-02-03T20:14Z 68.9K followers, 22K engagements "Morningstar just flagged a fresh batch of names that have run too far too fast. Newly [--] (expensive): $CAT - [--] 17% above fair value after a monster run $UNP - [--] 17% premium rails back in favour $BUD - [--] 15% premium sentiment flipped fast $ETN - [--] 16% premium electrification hype priced in $WELL - [--] 14% premium REIT rally showing froth Newly [--] (priced for perfection): $JNJ - [--] 32% premium defensive turned momentum $VOD - [--] 37% premium dead money suddenly crowded $XPO - [--] 80% premium one of the most stretched names Ive seen $JBHT - [--] 46% premium transport optimism fully priced $LECO - [--] 41%" [X Link](https://x.com/DividendTalks/status/2021251718474817547) 2026-02-10T15:55Z 68.9K followers, [----] engagements "4. ServiceNow $NOW Revenue: +21% EPS: +22% Stock: -47%" [X Link](https://x.com/DividendTalks/status/2021259666173423928) 2026-02-10T16:27Z 68.9K followers, [----] engagements "Use these criteria to eliminate 95% of stocks: Revenue growth 10% ROIC 15% Free cash flow growth 15% Earnings per share growth 15% Net Debt to EBITDA [---] No increase in shares outstanding [--] companies that qualify:" [X Link](https://x.com/DividendTalks/status/1842971822046023855) 2024-10-06T16:54Z 68.9K followers, 193.5K engagements "Stocks Near [--] Week Lows: ASML $ASML - $672 Elevance Health $ELV - $402 PepsiCo $PEP - $162 Boeing $BA - $149 United Parcel Services $UPS - $134 Diageo $DEO - $120 Canadian National Railway $CNI - $111 Novo Nordisk $NVO - $105 Merck & Co $MRK - $99 Coca-Cola Femsa $KOF - $79 Nike $NKE - $77 Dollar General $DG - $75 Canadian Pacific $CP - $75 Lam Research $LRCX - $72 Restaurants Brand International $QSR - $68 Shell $SHEL - $66 Dollar Tree $DLTE - $66 Microchip Technology $MCHP - $66 General Mills $GIS - $65 Mondelez $MDLZ - $64 AstraZeneca $AZN - $64 Coca-Cola $KO - $63 Rio Tinto $RIO - $62" [X Link](https://x.com/DividendTalks/status/1860302699381555396) 2024-11-23T12:41Z 68.9K followers, 249.5K engagements "Peter Thiel saw the future. Co- founded PayPal (1998) Built Palantir (2003) Backed Facebook (2004) Funded SpaceX (2008) But his recent warning for the market Its chilling. 👇 🧵" [X Link](https://x.com/DividendTalks/status/1883503287078621320) 2025-01-26T13:12Z 68.9K followers, 295.8K engagements "$GOOGL is now the most obvious buy in the market trading at 20x" [X Link](https://x.com/DividendTalks/status/1892628606032978208) 2025-02-20T17:33Z 68.9K followers, 1.5M engagements "Google dominates AI Cloud & Searchbut Wall Street has it all wrong. Its growing faster than Microsoft buying back $70B in stock and just made a $23B cybersecurity bet. Yet it trades at a massive discount. Heres why Google is the most mispriced stock in the market right now: 🧵👇" [X Link](https://x.com/DividendTalks/status/1905939649807208465) 2025-03-29T11:06Z 68.9K followers, 173.9K engagements "12 BEST STOCKS TO BUY NOW: [--]. Microsoft $MSFT Price Target = $510 Upside = 30% [--]. Alphabet $GOOGL Price Target = $214 Upside = 33% [--]. Broadcom $AVGO Price Target = $248 Upside = 34% [--]. ASML $ASML Price Target = $933 Upside = 36% [--]. Amazon $AMZN Price Target = $264 Upside = 38% [--]. Robinhood $HOOD Price Target = $63 Upside = 49% [--]. Taiwan Semiconductors $TSM Price Target = $241 Upside = 52% [--]. AMD $AMD Price Target = $147 Upside = 52% [--]. Nvidia $NVDA Price Target = $174 Upside = 52% [--]. Novo Nordisk $NVO Price Target = $102 Upside = 57% [--]. Dell $DELL Price Target = $134 Upside = 60% [--]. Micron" [X Link](https://x.com/DividendTalks/status/1910321851735175410) 2025-04-10T13:19Z 68.9K followers, 131.1K engagements "This man understands the markets. He predicted: [--]. Japans crash [--]. The [----] recession [--]. The U.S.China power shift Ray Dalio just issued a new warning. Heres what he sees coming: 🧵" [X Link](https://x.com/DividendTalks/status/1910635439473512564) 2025-04-11T10:06Z 68.9K followers, 1.9M engagements "$NVO is now the most obvious buy in the market trading at 14x" [X Link](https://x.com/DividendTalks/status/1912901569168748821) 2025-04-17T16:10Z 68.9K followers, 321.9K engagements "Stan Druckenmiller just sent a warning that makes [----] look like a joke. He said: We are spending like drunken sailors. The debt explosion is unlike anything Ive ever seen. This isnt just fear-mongering. Heres what hes seeing and why it should terrify every investor: 🧵" [X Link](https://x.com/DividendTalks/status/1926945180600467620) 2025-05-26T10:15Z 68.9K followers, 569.7K engagements "This man understands the markets. He predicted: [--]. Japans crash [--]. The [----] recession [--]. The U.S.China power shift Ray Dalio just issued a new warning. Heres what he sees coming: 🧵" [X Link](https://x.com/DividendTalks/status/1934553738754048028) 2025-06-16T10:08Z 68.9K followers, 412K engagements "Visa $V down 10% in a matter of days Too cheap to ignore" [X Link](https://x.com/DividendTalks/status/1935385334373826799) 2025-06-18T17:13Z 68.9K followers, 138.4K engagements "Everyones talking about $NVDA hitting all-time highs But $AMD is quietly up 20% YTD - and STILL hasnt even broken its previous peak. That wont last long. Because Lisa Su just made the boldest AI play of the year. Heres why $AMD could explode next - and catch Wall Street sleeping again: 👇🧵" [X Link](https://x.com/DividendTalks/status/1938982704143622606) 2025-06-28T15:27Z 68.9K followers, 277.8K engagements "Stocks Near [--] Week Lows: Fair Isaac $FICO - $1540 LVMH $LVMH - $570 Lockheed Martin $LMT - $465 Thermo Fischer $TMO - $435 Home Depot $HD - $370 Adobe $ADBE - $360 Elevance Health $ELV - $340 UnitedHealth $UNH - $305 Accenture $ACN - $280 Lululemon $LULU - $235 FedEx $FDX - $235 Lowes $LOW - $225 Constellation Brands $STZ - $170 Old Dominion $ODFL - $167 Procter & Gamble $PG - $157 Qualcomm $QCOM - $157 PepsiCo $PEP - $135 Kimberly-Clark $KMB - $130 Coca-Cola Consolidated $COKE - $114 Canadian National Railway $CNI - $105 Target $TGT - $104 Deckers $DECK - $103 Diageo $DEO - $103 United" [X Link](https://x.com/DividendTalks/status/1944352410899550506) 2025-07-13T11:05Z 68.9K followers, 153.5K engagements "🚨 BIG INSIDER BUYING 🚨 📦 $UPS down 32% YTD 💰 CEO just bought $1000000 worth of shares 💵 Director scooped up $435000 more 📈 Dividend yield: 7.6% Are they calling the bottom 👀" [X Link](https://x.com/DividendTalks/status/1953833310020366833) 2025-08-08T14:58Z 68.9K followers, 275.6K engagements "GOLDMAN SACHS TOP [--] VALUE STOCKS: [--]. Cisco $CSCO [--]. Energy Transfer $ET [--]. TC Energy $TRP [--]. Taiwan Semiconductor $TSM [--]. Home Depot $HD [--]. Accenture $ACN [--]. Exxon Mobil $XOM [--]. Procter & Gamble $PG [--]. Berkshire Hathaway $BRK.B [--]. JPMorgan $JPM [--]. Meta $META [--]. Alphabet $GOOGL Do you agree with them https://twitter.com/i/web/status/1965777687307305047 https://twitter.com/i/web/status/1965777687307305047" [X Link](https://x.com/DividendTalks/status/1965777687307305047) 2025-09-10T14:01Z 68.9K followers, 72.7K engagements "The ENTIRE AI Value Chain - & the Stocks Powering It From chips to apps heres who wins in AI: - Semis: $TSMC $AMD $INTC $NVDA $MRVL $AVGO $SKHynix $SSNLF - Data Centers: $DELL $CSCO $SMCI $ANET $PSTG - Infra: $DUK $NEE $EQIX $ABB $VRT $SchnE - Cloud: $MSFT (Azure) $GOOGL (GCP) $AMZN (AWS) $ORCL - Data: $SNOW $MDB $PLTR Databricks Scale AI - Models: OpenAI $META Anthropic Mistral - Apps: $MSFT Copilot Perplexity Midjourney The real money may be in the picks & shovels - not just the flashy apps. Which AI stock are you betting on 👇" [X Link](https://x.com/DividendTalks/status/1967633466775708072) 2025-09-15T16:55Z 68.9K followers, 109.9K engagements "Stocks Near [--] Week Lows: Fair Isaac $FICO - $1450 Costco $COST - $950 Eli Lilly $LLY - $750 LVMH $LVMH - $600 Lockheed Martin $LMT - $470 Adobe $ADBE - $365 UnitedHealth $UNH - $335 Elevance Health $ELV - $315 Automatic Data Processing $ADP - $292 Duolingo $DUOL - $290 Public Storage $PSA - $278 Essex Property Trust $ESS - $265 Salesforce $CRM - $245 Accenture $ACN - $240 Union Pacific $UNP - $220 Waste Management $WM - $216 Molina Healthcare $MOH - $175 Waste Connections $WCN - $170 Lululemon $LULU - $170 Procter & Gamble $PG - $156 Zoetis $ZTS - $145 PepsiCo $PEP - $141 Old Dominion $ODFL" [X Link](https://x.com/DividendTalks/status/1969737408372470243) 2025-09-21T12:16Z 68.9K followers, 110.4K engagements "Everyones glued to $NVDA charts But the real money might be flowing where nobodys looking. Blackstone ($BX) isnt chasing chips. Theyre buying the infrastructure that makes AI possible the picks & shovels of the boom. ⚡ Power & Grid: $PPL $TXNM Invenergy 🏢 Data Centers: QTS AirTrunk Lumina ❄ Cooling: Copeland AIR 💾 Storage: DDN 🔌 Backup Power: Aypa Trystar AI doesnt run without massive power cooling and racks of servers. While Wall Street piles into $NVDA & $MSFT Blackstone is positioning for the entire ecosystem. Chips win battles. Infrastructure wins wars." [X Link](https://x.com/DividendTalks/status/1972800541500543441) 2025-09-29T23:07Z 68.9K followers, 121.3K engagements "My granddad retired early without ever hitting the lottery. His secret Dividends. He owned the boring stuff - $KO $JNJ $PG - and just kept reinvesting every payout. $500 turned into $5000. $5000 turned into $50000. This chart shows the roadmap: - Low yield = growth ( $AAPL $MSFT) - Mid yield = balance ( $UPS $PG $JNJ) - High yield = pure cash flow ( $T $XOM $MO) Dividends wont make you rich overnight. But they can make you free. Which side of the chart are you stacking https://twitter.com/i/web/status/1973350660956360862 https://twitter.com/i/web/status/1973350660956360862" [X Link](https://x.com/DividendTalks/status/1973350660956360862) 2025-10-01T11:33Z 68.9K followers, 84.6K engagements "Goldman Sachs just revealed their [--] stocks to watch. Everyones eyes go straight to $AAPL & $META .but the real story is hidden in the names nobodys talking about. - $NET (Cloudflare) quietly runs half the internet you use daily. - $SNOW (Snowflake) is becoming the new data goldmine. - $FTNT (Fortinet) protects AI data centers from hackers. - $DOCN (DigitalOcean) is the startup-friendly cloud giant. - $MDB (MongoDB) runs behind the apps you cant live without. Which one would you bet your money on" [X Link](https://x.com/DividendTalks/status/1973420584772972945) 2025-10-01T16:11Z 68.9K followers, 210.4K engagements "In the 90s people laughed at the internet. They missed $AMZN at $5. $AAPL under $1. $MSFT before it ruled the world. Today its AI. And just like then its not one company its an entire ecosystem being built in front of us: ⚡ $MSFT $AMZN $GOOG laying the infrastructure 🧠 $PLTR $SNOW $MDB turning data into intelligence 🔒 $PANW $ZS $CYBR securing the network 🤖 $TSLA $OKLO machines that can move think and replace human labor 💻 $NVDA $AMD $TSM the silicon powering it all The internet created trillion-dollar empires. AI will create the next ones. The only question: will you spot them this time" [X Link](https://x.com/DividendTalks/status/1973882734318903675) 2025-10-02T22:48Z 68.9K followers, 196.7K engagements "Humanoid robots arent sci-fi anymore. Dozens of companies are already building them - and Wall Street is watching. 👤 Makers: $TSLA $BYD $CATL $GAC $XPEV $1810.HK (Xiaomi) + many startups ⚡ Enablers: $NVDA $INTC $META $AMD $QCOM $IFLYTEK $HUAWEI 🔋 Batteries: $CATL $6752.T (Panasonic) Samsung SDI 👀 Vision: $INTC $NVDA $LAZR $INVZ Velodyne Hesai Goldman Sachs calls this the next multi-trillion $ industry. Robots that look like us are coming faster than most think. Question is: who do you bet on 🤖 https://twitter.com/i/web/status/1974165635832701199" [X Link](https://x.com/DividendTalks/status/1974165635832701199) 2025-10-03T17:32Z 68.9K followers, 24.5K engagements "Everyones chasing $NVDA but the real AI goldmine is hiding inside the rack . Heres what no ones talking about: Every AI model - ChatGPT Gemini Claude - needs an army of companies behind the scenes. 💡 Chip Designers $ARM $AMD $INTC $NVDA They design the brains. 🏗 Manufacturers $TSM $ASML $AMAT $KLA They build them - atom by atom. ⚙ Integrators $SMCI $AVGO $MRVL They connect the pieces. ⚡ Power & Cooling $ETN $ABB $GE $SIEGY They keep the system alive. While everyones watching the front-end of AI the quiet giants behind the rack are printing money. Follow the heat its not always where the" [X Link](https://x.com/DividendTalks/status/1974441434167026057) 2025-10-04T11:48Z 68.9K followers, 92.1K engagements "🚨 Washingtons New Gold Rush Is Quietly Underway: When the Trump administration started taking stakes in companies like $INTC $MP $LAC and $TMQ most investors ignored it. But heres the thing every time the U.S. government backs a critical mineral or chip supplier it creates the next wave of profit. And this chart shows where that money could flow next 👇 💥 Rare Earths The lifeblood of defense & EVs Watch $USAR $TMRC $UUUU $NB $TMC ⚡ Lithium The new oil Names like $ALB $SQM $SGML $ATLX $RIO $IONR are all in play 🧱 Copper & Graphite The building blocks of electrification Keep an eye on $FCX" [X Link](https://x.com/DividendTalks/status/1976982570173645184) 2025-10-11T12:05Z 68.9K followers, 294.4K engagements "Stocks Near [--] Week Lows: Costco $COST - $925 Ferrari $RACE - $390 Adobe $ADBE - $335 Duolingo $DUOL - $315 McDonalds $MCD - $295 Automatic Data Processing $ADP - $285 Essex Property Trust $ESS - $255 Accenture $ACN - $240 Salesforce $CRM - $240 T-Mobile US $TMUS - $228 Waste Management $WM - $218 Molina Healthcare $MOH - $190 Waste Connections $WCN - $172 Lululemon $LULU - $165 Procter & Gamble $PG - $150 Zoetis $ZTS - $140 Constellation Brands $STZ - $140 Old Dominion $ODFL - $134 Kimberly-Clark $KMB - $119 Deckers $DECK - $95 Diageo $DEO - $95 Canadian National Railway $CNI - $94 Target" [X Link](https://x.com/DividendTalks/status/1977343765686763623) 2025-10-12T12:01Z 68.9K followers, 156.8K engagements "🚨 Morgan Stanley just dropped a list of [--] National Security stocks and its basically a cheat sheet for the next decade of U.S. industrial dominance. This isnt your typical watchlist its a whos who of the companies the U.S. needs to stay ahead in energy defense and AI supply chains. Lets break it down 👇 ⚛ Nuclear Energy & Uranium: The U.S. wants energy independence and that means uranium. Names like $UUUU $LEU $CCJ and $NXE are at the center of the nuclear revival. Even micro-reactor plays like $OKLO are making noise as America rebuilds its atomic backbone. 🔋 Batteries & Energy Storage:" [X Link](https://x.com/DividendTalks/status/1978477992536940895) 2025-10-15T15:08Z 68.9K followers, 887.6K engagements "Stocks Near [--] Week Lows: Costco $COST - $935 MSCI $MSCI - $535 S&P Global $SPGI - $475 Ferrari $RACE - $395 Adobe $ADBE - $335 Duolingo $DUOL - $320 Automatic Data Processing $ADP - $280 Essex Property Trust $ESS - $260 Air Products & Chemicals $APD - $250 Accenture $ACN - $240 Salesforce $CRM - $240 T-Mobile US $TMUS - $230 Waste Management $WM - $215 Molina Healthcare $MOH - $195 Waste Connections $WCN - $172 Lululemon $LULU - $165 Procter & Gamble $PG - $150 Zoetis $ZTS - $145 Constellation Brands $STZ - $140 Old Dominion $ODFL - $138 Kimberly-Clark $KMB - $120 Deckers $DECK - $100 Diageo" [X Link](https://x.com/DividendTalks/status/1979870117824545177) 2025-10-19T11:19Z 68.9K followers, 58.4K engagements "🚨 Are We in Another Tech Bubble or Just Living Through an AI Revolution 🤔 Goldman Sachs just dropped a wild chart comparing the biggest tech stocks from the [----] bubble vs todays AI giants. Back then the hot names were $CSCO $INTC $LU $TWX and $ORCL trading at eye-watering valuations (median P/E 41x). Today The new leaders $NVDA $MSFT $AAPL $AMZN $GOOGL $META $AVGO $TSLA sit at a lower median P/E of 31x despite dominating global profits. Heres the kicker: - In [----] valuations ran ahead of earnings. - In [----] earnings are racing ahead of valuations thanks to AI cloud and data. So is this" [X Link](https://x.com/DividendTalks/status/1980257634998763703) 2025-10-20T12:59Z 68.9K followers, 10.3K engagements "$AMZN touches nearly every part of your daily life: - Cloud: AWS - Media: Prime Twitch Audible - Retail: Whole Foods Amazon Go - Devices: Alexa Ring - Data: Ads + AI And people are still bearish 😂 This isnt e-commerce - its an ecosystem" [X Link](https://x.com/DividendTalks/status/1980349252833628379) 2025-10-20T19:03Z 68.9K followers, 122.7K engagements "Stocks Near [--] Week Lows: Costco $COST - $930 MSCI $MSCI - $540 S&P Global $SPGI - $490 Ferrari $RACE - $405 Adobe $ADBE - $350 Duolingo $DUOL - $310 Automatic Data Processing $ADP - $280 Essex Property Trust $ESS - $265 Air Products & Chemicals $APD - $255 Salesforce $CRM - $255 Accenture $ACN - $245 T-Mobile US $TMUS - $220 Union Pacific $UNP - $216 Waste Management $WM - $215 Lululemon $LULU - $178 Waste Connections $WCN - $176 Molina Healthcare $MOH - $165 Procter & Gamble $PG - $152 Zoetis $ZTS - $145 Constellation Brands $STZ - $140 Old Dominion $ODFL - $136 Fiserv $FI - $126" [X Link](https://x.com/DividendTalks/status/1982430657167941886) 2025-10-26T12:54Z 68.9K followers, 121.1K engagements "Stocks Near [--] Week Lows: Costco $COST - $910 S&P Global $SPGI - $485 Berkshire Hathaway $BRK.B - $477 Ferrari $RACE - $400 Adobe $ADBE - $340 McDonalds $MCD - $298 Duolingo $DUOL - $270 Automatic Data Processing $ADP - $260 Salesforce $CRM - $260 Essex Property Trust $ESS - $250 Accenture $ACN - $250 Air Products & Chemicals $APD - $240 Union Pacific $UNP - $220 T-Mobile US $TMUS - $210 Waste Management $WM - $200 Lululemon $LULU - $170 Waste Connections $WCN - $168 Molina Healthcare $MOH - $153 Procter & Gamble $PG - $150 Zoetis $ZTS - $144 Old Dominion $ODFL - $140 Constellation Brands" [X Link](https://x.com/DividendTalks/status/1984972350299766918) 2025-11-02T13:14Z 68.9K followers, 326.4K engagements "Mag [--] Forward P/E: $META 22x $GOOGL 27x $MSFT 31x $AAPL 33x $AMZN 35x $NVDA 37x $TSLA 276x Are you still buying at these levels" [X Link](https://x.com/DividendTalks/status/1985410141886275870) 2025-11-03T18:13Z 68.9K followers, 222.8K engagements "$META is the most obvious buy in the market trading at 21x" [X Link](https://x.com/DividendTalks/status/1986464984495255824) 2025-11-06T16:05Z 68.9K followers, 153K engagements "Google isnt diversifying. Its telling you what it thinks the next decade looks like - quietly with capital. Look at where the moneys actually going 👇 Not megacap tech. Not S&P [---] darlings. Space - $ASTS $PL Low-orbit satellites real-time Earth data global connectivity. This isnt sci-fi anymore. Its infrastructure. Chips - $ARM The plumbing of modern computing. Phones servers AI workloads. You dont see it but everything runs through it. Biotech - $MTSR $RVMD $TEM $PRME AI + biology. Turning data into drugs. Long timelines asymmetric payoffs. Enterprise software - $FRSH $GTLB $PATH Automation" [X Link](https://x.com/DividendTalks/status/2004242445781926217) 2025-12-25T17:26Z 68.9K followers, 212.7K engagements "Everyone gave up on these stocks: Colgate $CL 15% General Mills $GIS 28% Procter & Gamble $PG 15% Kimberly-Clark $KMB 22% Starbucks $SBUX 10% Diageo $DEO 30% Mondelez $MDLZ 10% I ran the valuations. Some are still expensive. A few are genuinely mispriced. Breakdown 👇 https://twitter.com/i/web/status/2007889352320299395 https://twitter.com/i/web/status/2007889352320299395" [X Link](https://x.com/DividendTalks/status/2007889352320299395) 2026-01-04T18:58Z 68.9K followers, 89.6K engagements "Everyone is chasing the next SpaceX. Thats not where the money is. The real winners of the space boom dont go to space at all - they sell picks & shovels to everyone who does. Here are the Global Space Industry enablers set up for 2026: 🛰 Satellite operators $AMZN (Project Kuiper) $ASTS $GSAT $IRDM $VSAT $BKSY $PL 🚀 Launch & access to orbit $RKLB $SPCE (private: SpaceX ULA) 🧠 Manufacturing defense & supply chain $LMT $NOC $RTX $BA $HON $TDY $PLTR $BAESY $HEI 🛰 Space infrastructure & services $LUNR $MNTS $VOYG These companies get paid whether missions succeed or fail. Thats where the real" [X Link](https://x.com/DividendTalks/status/2010305993255637186) 2026-01-11T11:01Z 68.9K followers, 94K engagements "Red screens everywhere. Stocks are bleeding: $NVDA 3% $TSLA 3% $MU 3% $PLTR 3% $AMZN 3% $META 3% $CRM 3% $SOFI 4% $GOOGL 4% $HOOD 5% $NVO 5% This is where positions get built. Are you buying the dip - or waiting" [X Link](https://x.com/DividendTalks/status/2013555562751926673) 2026-01-20T10:13Z 68.9K followers, 162.7K engagements "Everyone is panic-selling software stocks today: Adobe $ADBE 4% Palo Alto $PANW 6% Salesforce $CRM 7% CrowdStrike $CRWD 7% Datadog $DDOG 8% Intuit $INTU 8% ServiceNow $NOW 11% Microsoft $MSFT 13% SAP $SAP 17% This isnt random noise - its a systematic derating of software. Which of these if any are actually undervalued - and which are just being marked down for good reason https://twitter.com/i/web/status/2016913816718643558 https://twitter.com/i/web/status/2016913816718643558" [X Link](https://x.com/DividendTalks/status/2016913816718643558) 2026-01-29T16:38Z 68.9K followers, 226.6K engagements "Adobe $ADBE tried to buy Figma $FIG for $20B in [----]. Figmas market cap today $13.4B. Was Adobe early or lucky it didnt happen" [X Link](https://x.com/DividendTalks/status/2017233603256574135) 2026-01-30T13:49Z 68.9K followers, 13.1K engagements "Stocks Near [--] Week Lows: Intuit $INTU - $500 Spotify $SPOT - $500 Axon Enterprise $AXON - $483 Berkshire Hathaway $BRK.B - $480 Microsoft $MSFT - $430 Dominos $DPZ - $410 Roper Technologies $ROP - $370 Ferrari $RACE - $330 Visa $V - $320 Adobe $ADBE - $293 Accenture $ACN - $263 Automatic Data Processing $ADP - $246 SAP $SAP - $232 Republic Services $RSG - $215 Salesforce $CRM - $212 Equifax $EFX - $200 T-Mobile US $TMUS - $197 Lululemon $LULU - $174 Waste Connections $WCN - $167 Constellation Brands $STZ - $156 Procter & Gamble $PG - $151 Duolingo $DUOL - $134 Zoetis $ZTS - $124 ServiceNow" [X Link](https://x.com/DividendTalks/status/2017617336333672694) 2026-01-31T15:13Z 68.9K followers, 32.3K engagements "Is this the start of a real market unwind or just another shakeout Today alone: $NFLX -3% $NVDA -4% $AMD -4% $MSFT -4% $UBER -4% $ORCL -4% $LLY -4% $ADP -4% $CRWD -5% $MU -6% $PANW -6% $MSCI -7% $ADBE -7% $APP -7% $CRM -8% $NOW -8% $BKNG -10% $INTU -11% $SPGI -11% $NVO -15% $PYPL -20% This isnt one sector. Its mega-cap tech AI leaders software payments healthcare and defensives all getting hit together. That usually means one of three things: Positioning is crowded and funds are de-risking Rates / macro expectations just shifted Or this is a broad valuation reset - not a panic Some of these" [X Link](https://x.com/DividendTalks/status/2018766668365713612) 2026-02-03T19:20Z 68.9K followers, 22.7K engagements "This doesnt feel like a normal dip. Todays selling is hitting leaders not garbage. $AMD -17% $APP -14% $PLTR -13% $MU -10% $VST -8% $LRCX -8% $ABBV -7% $AVGO -6% $CEG -6% $ORCL -5% $LMT -5% $UBER -4% $RTX -4% $TSLA -4% $SPGI -3% $META -3% $UNH -3% $NVDA -3% This looks less like fundamentals breaking and more like forced selling + de-risking. Some of these will keep falling. A few will look very cheap in hindsight. The hard part isnt spotting red candles - its knowing which dips are real opportunities and which are traps. Which names are you actually adding here" [X Link](https://x.com/DividendTalks/status/2019097537404105195) 2026-02-04T17:15Z 68.9K followers, 98.5K engagements "Wall Street just updated its buy the dip playbook 👀 These are the stocks analysts say have the most upside from here: $INTU - 80% $NOW - 74% $CRM - 66% $ADBE - 58% $MRVL - 57% $NVDA - 49% $AVGO - 43% $DELL - 40% $SPGI - 32% $DIS - 30% $BLK - 27% $V - 24% $ZTS - 22% $SAP - 21% $MA - 21% $META - 20% This is happening while fear is still high and selling hasnt fully cooled off. Sometimes this list marks the bottom. Other times its early and painful. Which of these do you actually trust enough to buy right now - and which one is a value trap https://twitter.com/i/web/status/2019367560165122432" [X Link](https://x.com/DividendTalks/status/2019367560165122432) 2026-02-05T11:08Z 68.9K followers, 35.6K engagements "$AMZN Reports Earnings: Revenue: $213.4bn v $211.2bn ✅ EPS: $1.95 v $1.95 ✅ Shares are down 7% so far after hours" [X Link](https://x.com/DividendTalks/status/2019517201422905366) 2026-02-05T21:03Z 68.9K followers, 19.3K engagements "$AMZN nuking down 11% 😳" [X Link](https://x.com/DividendTalks/status/2019518305795702987) 2026-02-05T21:07Z 68.9K followers, 13.4K engagements "I ran full DCFs on the Magnificent [--]. Not price targets. Not vibes. Actual cash flows. A few are far more expensive than people think. One surprised me. https://open.substack.com/pub/dividendtalks/p/i-ran-a-dcf-on-the-magnificent-7r=39zwkt&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/dividendtalks/p/i-ran-a-dcf-on-the-magnificent-7r=39zwkt&utm_medium=ios&shareImageVariant=overlay" [X Link](https://x.com/DividendTalks/status/2020883054194000208) 2026-02-09T15:30Z 68.9K followers, [----] engagements "Novo Nordisk or Hims & Hers $NVO Dividend Yield 4% Revenue YoY 7% PE 14x Net Margin 33% Cash $4bn Total Debt $21bn $HIMS No Dividend Revenue YoY 78% PE 36x Net Margin 6% Cash $630m Total Debt $1bn" [X Link](https://x.com/DividendTalks/status/2020912590931546491) 2026-02-09T17:28Z 68.9K followers, 32.3K engagements "12 UNDERVALUED STOCKS: [--]. Wells Fargo $WFC 10% Upside [--]. Raytheon $RTX 11% Upside [--]. Tyson Foods $TSN 14% Upside [--]. Federal Realty $FRT 15% Upside [--]. Realty Income $O 18% Upside [--]. Exxon Mobil $XOM 21% Upside [--]. Moderna $MRNA 22% Upside [--]. PayPal $PYPL 26% Upside [--]. Disney $DIS 31% Upside [--]. Kellogg $KLG 34% Upside [--]. Snowflake $SNOW 43% Upside [--]. Albemarle $ALB 48% Upside Source: Morningstar Are you adding any https://twitter.com/i/web/status/1810256048239808618 https://twitter.com/i/web/status/1810256048239808618" [X Link](https://x.com/DividendTalks/status/1810256048239808618) 2024-07-08T10:14Z 68.9K followers, 71.3K engagements "Stocks Near [--] Week Lows: Costco $COST - $915 Adobe $ADBE - $345 Duolingo $DUOL - $320 Automatic Data Processing $ADP - $290 Essex Property Trust $ESS - $265 Accenture $ACN - $245 Salesforce $CRM - $240 Waste Management $WM - $220 Molina Healthcare $MOH - $198 Lululemon $LULU - $175 Waste Connections $WCN - $174 Procter & Gamble $PG - $152 Zoetis $ZTS - $145 PepsiCo $PEP - $142 Constellation Brands $STZ - $142 Old Dominion $ODFL - $140 Kimberly-Clark $KMB - $122 Deckers $DECK - $102 Diageo $DEO - $96 Canadian National Railway $CNI - $96 Target $TGT - $89 United Parcel Services $UPS - $86" [X Link](https://x.com/DividendTalks/status/1974808958389870644) 2025-10-05T12:08Z 68.9K followers, 169K engagements "Stocks Near [--] Week Lows: Costco $COST - $920 S&P Global $SPGI - $495 Ferrari $RACE - $410 Adobe $ADBE - $325 McDonalds $MCD - $300 Essex Property Trust $ESS - $260 Air Products & Chemicals $APD - $260 Automatic Data Processing $ADP - $255 Accenture $ACN - $245 Salesforce $CRM - $240 Union Pacific $UNP - $220 T-Mobile US $TMUS - $205 Duolingo $DUOL - $200 Waste Management $WM - $200 Honeywell $HON - $194 American Tower $AMT - $178 Lululemon $LULU - $165 Waste Connections $WCN - $165 Molina Healthcare $MOH - $152 Procter & Gamble $PG - $147 Old Dominion $ODFL - $140 Constellation Brands $STZ -" [X Link](https://x.com/DividendTalks/status/1987504712615120936) 2025-11-09T12:57Z 68.9K followers, 79.2K engagements "Insiders just stepped in where most investors walked away: Salesforce $CRM +$25M MSCI $MSCI +$7M Linde $LIN +$1M Disney $DIS +$2M Kenvue $KVUE +$111M Nike $NKE +$4M Not token buys. Not signal noise. Real money from people who know the businesses best. I ran the valuations. Some are still rich. A few are quietly mispriced. Breakdown 👇 https://twitter.com/i/web/status/2007768399976296515 https://twitter.com/i/web/status/2007768399976296515" [X Link](https://x.com/DividendTalks/status/2007768399976296515) 2026-01-04T10:57Z 68.9K followers, 18.8K engagements "Morgan Stanleys Wide MOAT stock list:" [X Link](https://x.com/DividendTalks/status/2007857234601283727) 2026-01-04T16:50Z 68.9K followers, 105.3K engagements "Morgan Stanleys Top [--] Stocks for [----] 👇 From AI + cloud to payments healthcare and consumer brands. Top [--] highlights: Group $CBRE 2.Ecolab $ECL 3.Shopify $SHOP $MSFT 5.Datadog $DDOG 6.Atlassian $TEAM $AAPL 8.Analog Devices $ADI [--]. TransUnion $TRU [--]. Trane Tech $TT Full Top [--] below (From Amazon $AMZN and Meta $META to Visa $V and Eli Lilly $LLY) Which [--] names would you bet on for the next [--] years http://7.Apple http://4.Microsoft http://1.CBRE http://7.Apple http://4.Microsoft http://1.CBRE" [X Link](https://x.com/DividendTalks/status/2009310774385430923) 2026-01-08T17:06Z 68.9K followers, 27.9K engagements "Stocks Near [--] Week Lows: Costco $COST - $925 Dominos $DPZ - $405 Ferrari $RACE - $375 Adobe $ADBE - $335 Accenture $ACN - $280 Salesforce $CRM - $260 Automatic Data Processing $ADP - $265 Air Products & Chemicals $APD - $260 SAP $SAP - $245 Equifax $EFX - $226 Republic Services $RSG - $212 Lululemon $LULU - $203 T-Mobile US $TMUS - $200 Molina Healthcare $MOH - $182 Duolingo $DUOL - $176 Waste Connections $WCN - $166 Constellation Brands $STZ - $147 ServiceNow $NOW - $141 Procter & Gamble $PG - $141 PepsiCo $PEP - $139 American Water Works $AWK - $127 Zoetis $ZTS - $127 Deckers $DECK - $103" [X Link](https://x.com/DividendTalks/status/2009988016404627659) 2026-01-10T13:57Z 68.9K followers, 57.5K engagements "AI wont replace doctors. But it will decide which healthcare companies dominate the next decade. The real winners arent the loudest names - theyre already embedded in hospitals labs and drug pipelines. Its going to: - cancer tests catching disease earlier than doctors $GH $EXAS - robots doing surgeries with fewer mistakes $ISRG $RBOT - drug discovery that used to take [--] years now taking [--] $RXRX $SDGR - hospitals quietly automating everything behind the scenes $VEEV $DOCS This isnt moonshot biotech. Its infrastructure. https://twitter.com/i/web/status/2011850142341583182" [X Link](https://x.com/DividendTalks/status/2011850142341583182) 2026-01-15T17:17Z 68.9K followers, 14.2K engagements "Mastercard $MA is down 10% in the last [--] days with earnings this Thursday. Now trading at a forward P/E of 28x is this still a quality stock or is the market finally pricing in something the crowd has ignored Buy the dip here - yes or no" [X Link](https://x.com/DividendTalks/status/2016254635808276617) 2026-01-27T20:59Z 68.9K followers, 46.7K engagements "$MSFT is now the most obvious buy in the market trading at 24x" [X Link](https://x.com/DividendTalks/status/2018786974245806384) 2026-02-03T20:41Z 68.9K followers, 404.5K engagements "$AMD Reports Earnings: Revenue: $10.27bn v $9.67bn ✅ EPS: $1.53 v $1.32 ✅ Shares are down 2% after hours" [X Link](https://x.com/DividendTalks/status/2018795781038526855) 2026-02-03T21:16Z 68.9K followers, 13.5K engagements "Google $GOOGL Reports Earnings: EPS $2.82 v $2.63 ✅ Revenue: $113.83B v $111.4B ✅ Cloud Revenue $17.66B v $16.2B ✅ CAPEX $91.45B v $28.17B Google sees [----] Capex $175B to $185B v $119.5B Shares are down 7% after hours" [X Link](https://x.com/DividendTalks/status/2019155228386554234) 2026-02-04T21:04Z 68.9K followers, 45.4K engagements "Pick one stock to buy today and hold for the next [--] years - no switching. $GOOGL $MSFT $AMZN $META You only get one. Which are you choosing" [X Link](https://x.com/DividendTalks/status/2019782280516903169) 2026-02-06T14:36Z 68.9K followers, 131.7K engagements "Everyone is selling. Even the quality names. These names have been sold off hard over the last 12m: $SPGI -25% $UBER -28% $MSFT -30% $PLTR -35% $FICO -38% $NFLX -40% $ADBE -43% $CRM -44% $INTU -45% $HOOD -47% $PYPL -50% $NOW -53% $LULU -58% $UNH -55% $MOH -64% Do any of these scream opportunity https://twitter.com/i/web/status/2019807506017427896 https://twitter.com/i/web/status/2019807506017427896" [X Link](https://x.com/DividendTalks/status/2019807506017427896) 2026-02-06T16:16Z 68.9K followers, 18.6K engagements "Stocks Near [--] Week Lows: Booking $BKNG - $4450 Fair Isaac $FICO - $1390 Intuit $INTU - $440 Spotify $SPOT - $420 Axon $AXON - $415 Microsoft $MSFT - $400 Dominos $DPZ - $395 Roper Technologies $ROP - $360 Ferrari $RACE - $330 Visa $V - $330 Adobe $ADBE - $270 Accenture $ACN - $240 Automatic Data Processing $ADP - $230 Republic Services $RSG - $220 SAP $SAP - $200 T-Mobile US $TMUS - $197 Salesforce $CRM - $190 Equifax $EFX - $190 Lululemon $LULU - $172 Waste Connections $WCN - $169 Zoetis $ZTS - $127 Duolingo $DUOL - $120 Abbott Laboratories $ABT - $110 Kimberly-Clark $KMB - $104 ServiceNow" [X Link](https://x.com/DividendTalks/status/2020461915118444599) 2026-02-08T11:37Z 68.9K followers, 35.5K engagements "Wall Streets Best AI Buys Right Now 🚨 Morningstars top-rated AI names - [--] stocks with real upside: $ADBE 45% undervalued AI baked into must-have software. Firefly = pricing power not hype. $ORCL 36% undervalued Silent AI infrastructure winner. Massive GPU demand from OpenAI Meta xAI. $BABA 31% undervalued Hated cheap cash-rich. Core commerce funds AI + $35B buybacks. $AVGO 32% undervalued Custom AI chips + networking. The real Nvidia hedge. Cash flow machine. $MRVL 31% undervalued AI networking & optical backbone. Higher risk higher torque. $TCEHY 25% undervalued AI improves ads inside" [X Link](https://x.com/DividendTalks/status/2020828737122529718) 2026-02-09T11:54Z 68.9K followers, 27.3K engagements "Mag [--] Forward P/E vs 5-Year Avg Meta $META - 22x vs 23x Microsoft $MSFT - 23x vs 32x Amazon $AMZN - 27x vs 165x Nvidia $NVDA - 28x vs 38x Google $GOOGL - 29x vs 22x Apple $AAPL - 32x vs 28x Tesla $TSLA - 200x vs 115x Most of these arent priced like growth forever. $AMZN and $MSFT in particular are trading much cheaper on a forward basis than their recent norms. $GOOGL and $AAPL are a bit richer than their 5-year averages. $TSLA is still in a different valuation universe. Are any of these truly undervalued - or is the market right to keep them expensive" [X Link](https://x.com/DividendTalks/status/2020905059500859493) 2026-02-09T16:58Z 68.9K followers, 29.5K engagements "Everyone keeps talking about $NVDA like its the whole AI trade. But look at whats actually happening. Big Tech is pouring hundreds of billions into data centres. That money doesnt go straight to GPUs. It moves step by step. First it hits the tools: $ASML $LRCX $AMAT Then the fabs making the silicon: $TSM $INTC $GFS Then the real choke points: $AVGO $MRVL $CRDO $APH $COHR $LITE Only at the end do servers ship: $SMCI $HPE $DELL Most of these stocks are trading like AI spend rolls over soon. Yet capex plans say the opposite. Feels like the market is missing the middle of the chain. Wheres the" [X Link](https://x.com/DividendTalks/status/2020943953151824142) 2026-02-09T19:32Z 68.9K followers, 11.4K engagements "One of Chris Hohns largest positions is getting hit today. $SPGI is down hard pre-market 17% even though it sits top [--] in TCIs portfolio. Same fund thats held names like $MSFT $V $GOOG for years. No panic take here - just a reminder: even the highest-conviction stocks get repriced. Worth watching. https://twitter.com/i/web/status/2021224578912063939 https://twitter.com/i/web/status/2021224578912063939" [X Link](https://x.com/DividendTalks/status/2021224578912063939) 2026-02-10T14:07Z 68.9K followers, 21.3K engagements "Not all drawdowns are created equal. Here are [--] large-cap stocks where the business improved while the stock didnt 👇 [--]. Meta $META Revenue: +22% EPS: +21% Stock: -7%" [X Link](https://x.com/DividendTalks/status/2021259640919490742) 2026-02-10T16:27Z 68.9K followers, 58.3K engagements "3. Microsoft $MSFT Revenue: +17% EPS: +29% Stock: +2%" [X Link](https://x.com/DividendTalks/status/2021259658342580283) 2026-02-10T16:27Z 68.9K followers, [----] engagements "5. MasterCard $MA Revenue: +16% EPS: +19% Stock: -4%" [X Link](https://x.com/DividendTalks/status/2021259674742333533) 2026-02-10T16:27Z 68.9K followers, [----] engagements "6. Netflix $NFLX Revenue: +16% EPS: +27% Stock: -19%" [X Link](https://x.com/DividendTalks/status/2021259684095672500) 2026-02-10T16:27Z 68.9K followers, [----] engagements "10. Salesforce $CRM Revenue: +9% EPS: +23% Stock: -40%" [X Link](https://x.com/DividendTalks/status/2021259718409281851) 2026-02-10T16:27Z 68.9K followers, [----] engagements "I break this stuff down every week - valuations mispricings no hype. If thats your thing youll probably like this 👇 https://www.dividendtalks.com/subscribe https://www.dividendtalks.com/subscribe" [X Link](https://x.com/DividendTalks/status/2021271152191013374) 2026-02-10T17:12Z 68.9K followers, [----] engagements "AI isnt a theme anymore - its the backbone of Big Tech earnings. The [--] companies quietly running the AI economy: [--] $NVDA The picks & shovels $130B revenue demand supply Blackwell + Rubin coming [--] $GOOGL AI everywhere Search YouTube Cloud Waymo custom TPUs [--] $MSFT The distribution king OpenAI + Azure + Copilot across [---] & GitHub [--] $CRWV Pure-play AI infra Revenue went from near zero $10B+ expected by [----] (high risk high upside) [--] $META AI monetization machine Ads Llama models 1B+ users on Meta AI [--] $ADBE AI for creators Firefly baked into Creative Cloud (18B images generated) [--] $BABA Chinas" [X Link](https://x.com/DividendTalks/status/2021562405977743823) 2026-02-11T12:30Z 68.9K followers, [----] engagements "Software stocks are getting hammered but valuations tell a different story. $MSFT 2% PE 23x $UBER 3% 21x $ADBE 3% 11x $ADP 3% 19x $PLTR 4% 100x $CRM 5% 14x $INTU 6% 17x $NOW 6% 24x Some of these arent expensive - theyre simply unloved. Others are priced for perfection (yes looking at you $PLTR). This isnt sector collapse. Its valuation resetting. So the question is simple: Is this finally a software buying opportunity - or just another bear trap https://twitter.com/i/web/status/2021620484970824182 https://twitter.com/i/web/status/2021620484970824182" [X Link](https://x.com/DividendTalks/status/2021620484970824182) 2026-02-11T16:20Z 68.9K followers, 20.6K engagements "Bill Ackman just revealed a position in $META. Not because its cheap. Because the business is compounding. Meta isnt just a social media company anymore: 3B+ users = unmatched ad scale AI is lifting engagement and ad ROI First-party data = pricing power Cost discipline post Year of Efficiency Heavy AI spend now earnings leverage later This is one of the clearest AI monetisation stories in big tech. Ackman isnt buying hype. Hes buying the cash flow engine behind it. Good move https://twitter.com/i/web/status/2021622873966678123 https://twitter.com/i/web/status/2021622873966678123" [X Link](https://x.com/DividendTalks/status/2021622873966678123) 2026-02-11T16:30Z 68.9K followers, 59.1K engagements "$NFLX is down 40% in [--] months. But the business didnt get the memo: Revenue +16% EPS +28% PEG 1.1x Forward P/E 24x This isnt what a dying company looks like. Feels less like fundamentals breaking and more like expectations resetting. Question is: is the market overreacting - or is growth peaking https://twitter.com/i/web/status/2021962101955117216 https://twitter.com/i/web/status/2021962101955117216" [X Link](https://x.com/DividendTalks/status/2021962101955117216) 2026-02-12T14:58Z 68.9K followers, 102K engagements "A lot of quality is getting thrown out right now. Down from 52-week highs: $MSFT -30% $UBER -30% $SPGI -33% $PLTR -36% $NFLX -43% $CRM -44% $APP -49% $INTU -50% $PYPL -50% $NOW -51% $HOOD -52% $UNH -54% $ORCL -54% $LULU -56% $FISV -75% Some of these are broken businesses. Some are just broken stocks. Which bucket are you putting them in https://twitter.com/i/web/status/2021971623276917197 https://twitter.com/i/web/status/2021971623276917197" [X Link](https://x.com/DividendTalks/status/2021971623276917197) 2026-02-12T15:36Z 68.9K followers, 54.2K engagements "Each week on Substack I break down which is which - focusing on valuation capital allocation and long-term earnings power. If you prefer structure over headlines you can follow the work here: https://www.dividendtalks.com/subscribe https://www.dividendtalks.com/subscribe" [X Link](https://x.com/DividendTalks/status/2021973539616960617) 2026-02-12T15:43Z 68.9K followers, [----] engagements "Broke into the Top [--] Finance rankings on Substack. I focus on: Dividend compounders Growth at reasonable prices Macro positioning that protects capital Paid members get full breakdowns and exact buy levels. We compound quietly" [X Link](https://x.com/DividendTalks/status/2021979271770910950) 2026-02-12T16:06Z 68.9K followers, [----] engagements "Recent paid notes included: [--] stocks Im buying after earnings-driven selloffs Full DCF breakdown on the Mag [--] (Buy / Hold / Sell) The exact levels Im adding at If you want the full framework: https://www.dividendtalks.com/subscribe https://www.dividendtalks.com/subscribe" [X Link](https://x.com/DividendTalks/status/2021979623559676251) 2026-02-12T16:08Z 68.9K followers, [----] engagements "What stocks are you buying today" [X Link](https://x.com/DividendTalks/status/2022040076960809161) 2026-02-12T20:08Z 68.9K followers, [----] engagements "A great day in the stock market for long-term investors" [X Link](https://x.com/DividendTalks/status/2022057813003108645) 2026-02-12T21:18Z 68.9K followers, [----] engagements "🚨 BIG INSIDER BUYING 🚨 📊 $SPGI down 24% YTD 📉 Trading near 52-week lows 💰 Director just made first open-market buy since [----] ($1M around $399) Are they stepping in after the reset 👀" [X Link](https://x.com/DividendTalks/status/2022266066445930994) 2026-02-13T11:06Z 68.9K followers, 13.3K engagements "$WMT trading at 47x forward earnings. $COST at 49x. $AMZN at 26x. Youre paying a premium-growth multiple for a low-teens grower. At some point valuation matters" [X Link](https://x.com/DividendTalks/status/2022307413777383597) 2026-02-13T13:50Z 68.9K followers, 12.6K engagements "$META is now the most obvious buy in the market trading at 21x" [X Link](https://x.com/DividendTalks/status/2022334219226316996) 2026-02-13T15:37Z 68.9K followers, 22.8K engagements "🚨 $AMZN longest losing streak since [----] 📉 [--] red days in a row 📉 -18% from recent highs 💸 $470B erased Investors are spooked by $200B in planned [----] AI/data center spend. Big Tech expected to pour $650B into AI next year" [X Link](https://x.com/DividendTalks/status/2022341833817575836) 2026-02-13T16:07Z 68.9K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DividendTalks Dividend Talks on YouTube
Several major companies have recently reported earnings, including Amazon, Apple, UnitedHealth, Visa, PayPal, Eli Lilly, and Merck & Co. These companies have shown varying results, with some exceeding expectations and others falling short. Additionally, some stocks, such as Novo Nordisk and Eli Lilly, have been in focus due to their dividend yields and growth prospects.
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- [--] Month [------] +2.60%
- [--] Months [------] +30%
- [--] Year [------] +72%
CreatorRank: [-------] #
Social Influence
Social category influence finance #3220 technology brands 100% social networks 98.05% stocks #1914 cryptocurrencies #2901 automotive brands 20.13% fashion brands #1818 luxury brands 12.34% financial services #1624 countries 3.9%
Social topic influence stocks #748, $adbe #52, $crm #9, $msft #38, adobe #864, meta #1299, ai 18.18%, accenture #63, $acn #11, $meta #18
Top accounts mentioned or mentioned by @samurai__stock @financejack44 @lazaroinvestor @grok @jimmyinvest @kirille__ @finmauser @moinvestinghq @thanospapathan @gogomoose @oidmanballsacks @swingtraderphix @shreyfinancial @agarwoodcapital @thetaburnvictim @william_r2rclub @cc_video_edit @investingbygenz @innov8challenge @itsu_komodo
Top assets mentioned Adobe, Inc. (ADBE) Salesforce Inc (CRM) Microsoft Corp. (MSFT) Accenture (ACN) Metadium (META) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Adappter Token (ADP) Alphabet Inc Class A (GOOGL) UnitedHealth Group (UNH) Costco Hot Dog (COST) Automatic Data Processing Inc (ADP) Costco Wholesale Corporation (COST) Earth [--] Essence (ESS) Ferrari N.V. (RACE) Lululemon Athletica Inc (LULU) S&P Global Inc (SPGI) Air Products & Chemicals, Inc. (APD) SAP SE (SAP) Intuit Inc. (INTU) Apple, Inc. (AAPL) T-Mobile (TMUS) Broadcom, Inc. (AVGO) Duolingo, Inc. (DUOL) Now Coin (NOW) Republic Services, Inc. (RSG) Novo-Nordisk (NVO) UNIPOLY (UNP) Fair Isaac, Corp. (FICO) Tesla, Inc. (TSLA) Effect.AI (EFX) Oracle Corporation (ORCL) Netflix Inc (NFLX) Elevance Health Inc (ELV) Eli Lilly and Company (LLY) Union Pacific Corporation (UNP) Mastercard, Inc. (MA) Palantir Technologies Inc. (PLTR) Domino's Pizza Inc (DPZ) Advanced Micro Devices (AMD) Home Depot, Inc. (HD) Uber Technologies, Inc. (UBER) Taiwan Semiconductor (TSM) Limitus (LMT) Lockheed Martin Corporation (LMT) Waste Management, Inc. (WM) PayPal Holdings Inc (PYPL) QUALCOMM, Inc. (QCOM) Lam Research Corporation (LRCX) Berkshire Hathaway Inc Class B (BRK.B) Berkshire Hathaway Inc. (BRK.A) Molina Healthcare, Inc. (MOH) Goldman Sachs (GS) Procter & Gamble (PG) Robinhood Markets, Inc. (HOOD) Intel Corporation (INTC) Spotify Technology (SPOT) Altria Group Inc (MO) ServiceNow Inc (NOW) Marvell Technology Inc (MRVL) Nike Inc (NKE) Chipotle Mexican Grill, Inc. (CMG) Palo Alto Networks Inc (PANW) Exxon Mobil (XOM) Coca-Cola Co (KO) AppLovin Corporation (APP) Dell Technologies, Inc. (DELL)
Top Social Posts
Top posts by engagements in the last [--] hours
"10 BEST AI STOCKS TO BUY NOW: [--]. ASML $ASML Price Target = $880 Upside = 24% [--]. KLA Corp $KLAC Price Target = $806 Upside = 25% [--]. Lam Research $LRCX Price Target = $96 Upside = 26% [--]. Qualcomm $QCOM Price Target = $200 Upside = 27% [--]. Taiwan Semiconductors $TSM Price Target = $245 Upside = 28% [--]. Nvidia $NVDA Price Target = $177 Upside = 30% [--]. MicroStrategy $MSTR Price Target = $530 Upside = 35% [--]. Advanced Micro Devices $AMD Price Target = $184 Upside = 41% [--]. Uber $UBER Price Target = $94 Upside = 52% [--]. Micron Technology $MU Price Target = $154 Upside = 57% Have you been buying any"
X Link 2024-12-13T11:00Z 68.6K followers, 43.3K engagements
"42 UNDERVALUED DIVIDEND STOCKS Yields are ABOVE Their 5Y Average: Below 1% Yield Old Dominion $ODFL 0.59% (0.41%) Below 2% Yield Zoetis $ZTS 1.22% (0.77%) Humana $HUM 1.32% (0.69%) UnitedHealth $UNH 1.61% (1.42%) Novo Nordisk $NVO 1.67% (1.41%) Elevance Health $ELV 1.71% (1.23%) Occidental $OXY 1.72% (0.88%) Below 3% Yield L3Harris $LHX 2.23% (1.95%) Nike $NKE 2.25% (1.10%) McDonalds $MCD 2.51% (2.29%) Starbucks $SBUX 2.64% (2.15%) Below 4% Yield Keurig Dr Pepper $KDP 3.03% (2.17%) NextEra Energy $NEE 3.06% (2.20%) Target $TGT 3.16% (2.56%) Mondelez $MDLZ 3.34% (2.28%) Hershey $HSY 3.46%"
X Link 2025-01-12T11:57Z 68.6K followers, 30.9K engagements
"100000 YouTube subscribers. Still sinking in. Massive thanks to everyone whos been watching sharing and supporting. Wouldnt be here without you. Link in bio if you want to see what its all about"
X Link 2025-07-13T18:38Z 68.7K followers, 71.9K engagements
"Novo Nordisk or Eli Lilly $NVO Dividend Yield 3.3% Payout 62% 5Y dividend CAGR 22% Revenue YoY 21% PE 14x Net Margin 36% Cash $3bn Total Debt $16bn $LLY Dividend Yield 0.9% Payout 33% 5Y dividend CAGR 15% Revenue YoY 37% PE 31x Net Margin 26% Cash $4bn Total Debt $40bn"
X Link 2025-08-16T22:20Z 68.8K followers, 161.3K engagements
"United Health or Novo Nordisk $UNH Dividend Yield 2.9% Payout 30% 5Y dividend CAGR 14% Revenue YoY 10% PE 18x Net Margin 5% Cash $29bn Total Debt $79bn $NVO Dividend Yield 3.3% Payout 62% 5Y dividend CAGR 22% Revenue YoY 21% PE 14x Net Margin 36% Cash $3bn Total Debt $16bn"
X Link 2025-08-18T10:01Z 68.8K followers, 60.4K engagements
"Stocks Near [--] Week Lows: Fair Isaac $FICO - $1400 ASML $ASML - $750 Eli Lilly $LLY - $710 LVMH $LVMH - $580 Berkshire Hathaway $BRK.B - $490 Lockheed Martin $LMT - $445 Adobe $ADBE - $360 Elevance Health $ELV - $315 UnitedHealth $UNH - $305 Essex Property Trust $ESS - $266 Accenture $ACN - $260 Salesforce $CRM - $250 Union Pacific $UNP - $225 Lululemon $LULU - $207 Molina Healthcare $MOH - $174 Constellation Brands $STZ - $165 Old Dominion $ODFL - $160 Procter & Gamble $PG - $158 Zoetis $ZTS - $155 PepsiCo $PEP - $148 Kimberly-Clark $KMB - $133 Coca-Cola Consolidated $COKE - $118 Diageo $DEO"
X Link 2025-08-24T11:59Z 68.8K followers, 49.6K engagements
"Stocks Near [--] Week Lows: Fair Isaac $FICO - $1500 Costco $COST - $940 ASML $ASML - $725 Eli Lilly $LLY - $720 LVMH $LVMH - $590 Lockheed Martin $LMT - $450 Adobe $ADBE - $355 Elevance Health $ELV - $315 UnitedHealth $UNH - $308 Essex Property Trust $ESS - $270 Accenture $ACN - $260 Salesforce $CRM - $255 Union Pacific $UNP - $223 Lululemon $LULU - $200 Molina Healthcare $MOH - $180 Constellation Brands $STZ - $160 Procter & Gamble $PG - $157 Zoetis $ZTS - $155 Old Dominion $ODFL - $150 PepsiCo $PEP - $148 Kimberly-Clark $KMB - $129 Deckers $DECK - $118 Coca-Cola Consolidated $COKE - $116"
X Link 2025-09-02T10:32Z 68.8K followers, 32.1K engagements
"Stocks Near [--] Week Lows: Fair Isaac $FICO - $1500 Costco $COST - $960 Eli Lilly $LLY - $725 LVMH $LVMH - $580 Lockheed Martin $LMT - $460 Adobe $ADBE - $350 UnitedHealth $UNH - $315 Elevance Health $ELV - $310 Essex Property Trust $ESS - $265 Duolingo $DUOL - $265 Accenture $ACN - $255 Salesforce $CRM - $250 Union Pacific $UNP - $220 Waste Connections $WCN - $180 Molina Healthcare $MOH - $175 Lululemon $LULU - $165 Procter & Gamble $PG - $159 Zoetis $ZTS - $153 Constellation Brands $STZ - $150 Old Dominion $ODFL - $150 PepsiCo $PEP - $145 Kimberly-Clark $KMB - $130 Deckers $DECK - $120"
X Link 2025-09-08T11:51Z 68.8K followers, 58.6K engagements
"Stocks Near [--] Week Lows: Fair Isaac $FICO - $1550 Costco $COST - $965 Eli Lilly $LLY - $750 LVMH $LVMH - $580 Lockheed Martin $LMT - $470 Adobe $ADBE - $350 UnitedHealth $UNH - $350 Elevance Health $ELV - $310 Duolingo $DUOL - $305 Essex Property Trust $ESS - $265 Accenture $ACN - $240 Salesforce $CRM - $240 Waste Management $WM - $218 Union Pacific $UNP - $215 Molina Healthcare $MOH - $180 Waste Connections $WCN - $175 Lululemon $LULU - $160 Procter & Gamble $PG - $157 Zoetis $ZTS - $148 Old Dominion $ODFL - $145 PepsiCo $PEP - $143 Constellation Brands $STZ - $140 Kimberly-Clark $KMB -"
X Link 2025-09-14T12:52Z 68.8K followers, 57.6K engagements
"Everyones chasing the AI headline stocks but the real story is deeper. If AI is the brain it still needs a body. That body comes from an entire supply chain of chips motors actuators & sensors. - $NVDA $TXN $QCOM $TSLA chips to process. - $ROK $ABBNY motors & robotics to move. - $SONY $ADI $IFNNY sensors to see & feel. - $PATH $PDYN $MOB software to think. This is the infrastructure of the next industrial revolution. Ignore it and youll miss where the real wealth is built"
X Link 2025-09-29T10:52Z 68.8K followers, 78.3K engagements
"GOLDMAN SACHS TOP [--] VALUE STOCKS: [--]. Energy Transfer $ET [--]. Amgen $AMGN [--]. Qualcomm $QCOM [--]. Cisco $CISCO [--]. AT&T $T [--]. Pfizer $PFE [--]. Merck & Co $MRK [--]. The Progressive Corp $PGR [--]. Citi Group $C [--]. Adobe $ADBE Do you agree with them"
X Link 2025-10-25T15:16Z 68.8K followers, 63.6K engagements
"Stocks Near [--] Week Lows: Costco $COST - $920 S&P Global $SPGI - $495 Ferrari $RACE - $415 Adobe $ADBE - $330 Air Products & Chemicals $APD - $260 Essex Property Trust $ESS - $255 Automatic Data Processing $ADP - $255 SAP $SAP - $245 Accenture $ACN - $245 Salesforce $CRM - $244 Union Pacific $UNP - $223 T-Mobile US $TMUS - $215 Waste Management $WM - $210 Equifax $EFX - $207 Honeywell $HON - $200 Duolingo $DUOL - $185 American Tower $AMT - $183 Lululemon $LULU - $170 Waste Connections $WCN - $168 Procter & Gamble $PG - $147 Molina Healthcare $MOH - $137 Old Dominion $ODFL - $132 Constellation"
X Link 2025-11-16T12:36Z 68.8K followers, 87K engagements
"Everyone gave up on these stocks: Salesforce $CRM 23% Adobe $ADBE 25% Target $TGT 27% PayPal $PYPL 33% UnitedHealth $UNH 33% Chipotle $CMG 37% Novo Nordisk $NVO 40% Lululemon $LULU 43% Duolingo $DUOL 46% I ran the valuations. Some are still expensive. A few are genuinely mispriced. Breakdown 👇 https://twitter.com/i/web/status/2007437634889531558 https://twitter.com/i/web/status/2007437634889531558"
X Link 2026-01-03T13:03Z 68.7K followers, 455.9K engagements
"Morgan Stanleys Top Value Stocks for [----] 👀 [--]. Microsoft $MSFT [--]. Walmart $WMT [--]. S&P Global $SPGI [--]. NextEra Energy $NEE [--]. Palo Alto Networks $PANW [--]. Amazon $AMZN [--]. Meta $META [--]. Visa $V Not exactly what most people expect when they hear value. Do you agree - or are they late https://twitter.com/i/web/status/2008244318381756701 https://twitter.com/i/web/status/2008244318381756701"
X Link 2026-01-05T18:28Z 68.6K followers, 56.1K engagements
"Are energy stocks setting up for the next move Chevron $CVX Exxon Mobil $XOM ConocoPhillips $COP Diamondback $FANG Schlumberger $SLB Halliburton $HAL Occidental $OXY Cash flows are surging. Capex is disciplined. Valuations arent stretched. We ran the numbers 👇 https://twitter.com/i/web/status/2008554820232261995 https://twitter.com/i/web/status/2008554820232261995"
X Link 2026-01-06T15:02Z 68.8K followers, 22.1K engagements
"30. Live Nation $LYV [--]. Meta $META [--]. Spotify $SPOT [--]. Amazon $AMZN [--]. Chiptole $CMG [--]. Ferrari $RACE [--]. Coca-Cola $KO [--]. Walmart $WMT [--]. EQT $EQT [--]. Blackstone $BX [--]. Citi $C [--]. Citizens $CFG [--]. Mastercard $MA [--]. Progressive $PGR [--]. Visa $V [--]. Boston Scientific $BSX [--]. Eli Lilly $LLY [--]. IQVIA $IQV [--]. Thermo Fischer $TMO [--]. Howler Aerospace $HWM [--]. Trane Tech $TT [--]. TransUnion $TRU [--]. Analog Devices $ADI [--]. Apple $AAPL [--]. Atlassian Corp $TEAM [--]. Datadog $DDOG [--]. Microsoft $MSFT [--]. Shopify $SHOP [--]. Ecolab $ECL [--]. CBRE Group $CBRE Do you agree"
X Link 2026-01-08T17:08Z 68.8K followers, [----] engagements
"Everyone is selling these stocks: PepsiCo $PEP 17% Kroger $KR 27% Coca-Cola $KO 10% Mondelez $MDLZ 35% Union Pacific $UNP 12% Altria $MO 25% Philip Morris $PM 18% Procter & Gamble $PG 28% I ran the valuations. Most are not cheap. A couple are genuinely mispriced. Breakdown 👇 https://twitter.com/i/web/status/2009582758058774733 https://twitter.com/i/web/status/2009582758058774733"
X Link 2026-01-09T11:07Z 68.8K followers, 100.8K engagements
"Trump just floated a 10% cap on credit card interest rates. If this ever becomes policy heres who it actually hits: Most exposed (credit card lenders): - Capital One $COF - Discover $DFS - Synchrony $SYF - American Express $AXP Lower APRs = lower interest income. Less direct impact (networks not lenders): - Visa $V - Mastercard $MA They dont set rates - they skim transaction volume. Potential second-order winners: - Walmart $WMT - Amazon $AMZN - Target $TGT Lower consumer interest burden = more spending power. Big headline. Very different outcomes depending on the business model."
X Link 2026-01-10T10:19Z 68.7K followers, 21.8K engagements
"Pre-Market Trump Credit Card Sell-Off 👇 Capital One $COF 11% Synchrony $SYF 10% American Express $AXP 5% Citigroup $C 4% JPMorgan $JPM 3% Bank of America $BAC 3% Visa $V 2% Mastercard $MA 2% Credit card lenders are getting hit hard - networks less so. Is this a policy overreaction or a real earnings headwind https://twitter.com/i/web/status/2010668152649027602 https://twitter.com/i/web/status/2010668152649027602"
X Link 2026-01-12T11:00Z 68.5K followers, 104.6K engagements
"Goldmans Must-Buy vs Must-Sell for [----] predictions: Must Buy: Microsoft $MSFT Oracle $ORCL ServiceNow $NOW Must Sell: Adobe $ADBE Datadog $DDOG Bullish on the platforms & enterprise names Bearish on the pure growth/saaS crowd. Do you agree with GS - or are they missing the next big leg https://twitter.com/i/web/status/2012186376352178577 https://twitter.com/i/web/status/2012186376352178577"
X Link 2026-01-16T15:33Z 68.7K followers, 54.5K engagements
"These stocks got absolutely hammered last week: Intuit $INTU 16% Salesforce $CRM 13% AppLovin $APP 12% Royal Caribbean $RCL 11% Adobe $ADBE 11% ServiceNow $NOW 10% Duolingo $DUOL 10% Qualcomm $QCOM 10% Workday $WDAY 10% Norwegian $NCLH 10% Same businesses. Very different prices. Did you add - or stay on the sidelines https://twitter.com/i/web/status/2012518599743713384 https://twitter.com/i/web/status/2012518599743713384"
X Link 2026-01-17T13:33Z 68.7K followers, 31.4K engagements
"People forget how long this took. Google wasnt an overnight winner. It stacked products. Bought competitors. Printed cash. Then quietly became infrastructure. From a $25m Series A a $3T machine. Thats Alphabet $GOOGL. The question isnt can they win AI Its how many markets can they dominate at once. https://twitter.com/i/web/status/2013316088600133854 https://twitter.com/i/web/status/2013316088600133854"
X Link 2026-01-19T18:22Z 68.6K followers, 55.3K engagements
"Everyone loves stocks at all-time highs. This is where the actual decisions get made. These are quality names trading 2055% below their highs: $LULU -55% $ORCL -50% $NOW -48% $UNH -43% $CRM -40% $ADBE -37% $NFLX -36% $INTU -35% $GIS -35% $FTNT -34% $TMUS -34% $KMB -34% $DELL -33% $CMG -32% $HOOD -31% $META -23% $AVGO -21% $CRWD -21% $MSFT -20% $PLTR -20% Some of these are broken. Some are just hated. Which ones are you buying - and which are value traps https://twitter.com/i/web/status/2014330658269680035 https://twitter.com/i/web/status/2014330658269680035"
X Link 2026-01-22T13:33Z 68.8K followers, 37.6K engagements
"Everyone keeps asking where the market is cheap Morningstar just answered it 👀 Theyve released their Q1 [----] fair value estimates - and these are [--] stocks trading materially below what analysts think theyre worth: [--] Broadcom $AVGO - 28% undervalued [--] Microsoft $MSFT - 20% undervalued [--] Elevance Health $ELV - 26% undervalued [--] Devon Energy $DVN - 33% undervalued [--] Mondelez $MDLZ - 25% undervalued [--] Kraft Heinz $KHC - 54% undervalued [--] Comcast $CMCSA - 32% undervalued [--] Albemarle $ALB - 19% undervalued [--] Campbells $CPB - 56% undervalued 🔟 NXP Semiconductors $NXPI - 14% undervalued This isnt"
X Link 2026-01-26T11:24Z 68.7K followers, 54.8K engagements
"Nancy Pelosi added exposure via deep ITM calls in: $GOOGL (5000 shares) $AMZN (5000) $NVDA (5000) $TEM (5000) And trimmed / exited: $AAPL (45000 shares) $DIS (10000) $PYPL (5000) Rotation into AI + mega-cap growth or just portfolio rebalancing Which move stands out to you https://twitter.com/i/web/status/2015807482380136648 https://twitter.com/i/web/status/2015807482380136648"
X Link 2026-01-26T15:22Z 68.7K followers, 19.4K engagements
"Insane week of earnings including: - $ASML - $MSFT - $META - $TSLA - $MA - $V - $AAPL - $SOFI - $MO What are you watching"
X Link 2026-01-26T19:07Z 68.5K followers, [----] engagements
"🚨 ARK just mapped out what could be the NEXT DECADE of winners. This isnt about one stock. Its about the tech stack that could reshape EVERYTHING. Heres the ARK Big Ideas [----] playbook 👇🧵 🤖 AI Infrastructure & Platforms $NVDA $AMD $AVGO $TSM $GOOG $AMZN $MSFT $META $AAPL These are the digital picks & shovels of the AI gold rush. Every model. Every data center. Every breakthrough. 🪙 Public Blockchains $BTC $ETH $SOL $COIN $CRCL $HOOD Wall Street is finally onboarding crypto rails. TradFi + DeFi = structural shift not a fad. 🦾 Robotics + Humanoids $TSLA $XPEV $BIDU $GOOGL $WRD $PONY $AMZN"
X Link 2026-01-26T20:52Z 68.6K followers, 60.8K engagements
"🚨 HEALTHCARE SHOCK: The market is voting HARD. After WSJ reported flat Medicare Advantage rates for 2027: $UNH -8% $HUM -13% $CVS -10% Thats not noise. Thats institutions repricing an entire business model. What changed Expected reimbursement growth: +4% to +6% Proposed increase: +0.09% Thats a cliff. Medicare Advantage = profit engine for these companies. When growth goes to zero: ➡ Margins compress ➡ EPS estimates fall ➡ Multiples contract ➡ Political risk gets priced in The real story: This signals a shift from 💰 Shareholder-friendly reimbursement to 🏛 Government cost containment"
X Link 2026-01-26T21:39Z 68.6K followers, 21.9K engagements
"UnitedHealth $UNH Reports Earnings: Revenue: $113.2B v Est $113.9B ❌ EPS: $2.11 v Est. $2.10 ✅ FY26 Guidance Revenue: $439B v Est. $456B ❌ EPS: $17.75 v Est. $17.69 ✅ Shares are down 13% pre market"
X Link 2026-01-27T11:29Z 68.6K followers, 13K engagements
"🚨 UnitedHealth $UNH just dropped 20% in one day. 🚨 Not on a macro headline - on earnings + company-specific news. This is one of the largest single-day moves in UNHs history. Overreaction or the market finally repricing risk in managed care I broke down: what actually missed what changed in guidance what the market is worried about whether this sell-off creates a real opportunity Full analysis on YouTube 👇 https://twitter.com/i/web/status/2016491043458342956 https://twitter.com/i/web/status/2016491043458342956"
X Link 2026-01-28T12:38Z 68.8K followers, [----] engagements
"Wall Street says these are Buy Now. The market doesnt look so convinced. Top stocks analysts see with 40%+ upside: [--] $ORCL - 73% upside [--] $INTU - 48% [--] $MRVL - 44% [--] $CRM - 43% [--] $DELL - 43% [--] $TMUS - 42% [--] $CEG - 41% [--] $NVDA - 40% [--] $AVGO - 38% 🔟 $UNH - 37% Either analysts are early or the market is right to stay cautious. Which one do you trust most - and which is a trap https://twitter.com/i/web/status/2016498608263033135 https://twitter.com/i/web/status/2016498608263033135"
X Link 2026-01-28T13:08Z 68.8K followers, 33.8K engagements
"Altria Group $MO Reports Earnings: Revenue: $5.08B (Est. $5.02B) ✅ EPS: $1.30 (Est. $1.32) ❌ FY26 Outlook: Investments ramping for smoke-free products. Shares are flat pre market"
X Link 2026-01-29T12:06Z 68.8K followers, [----] engagements
"Mastercard $MA Reports Earnings: EPS: $4.76 v $4.24 ✅ Revenue: $8.8bn v $8.78bn ✅ Shares are up 2% pre market"
X Link 2026-01-29T13:04Z 68.6K followers, 13K engagements
"Microsoft $MSFT is down 25% from its highs Now trading at a Forward P/E 24x and a PEG 1.9x. Thats not cheap-like-2022 cheap - but it does look like valuation has meaningful room compared to history and relative tech peers. So the question is: Is this a strong buy here - yes or no If no whats the better alternative https://twitter.com/i/web/status/2016888103684763924 https://twitter.com/i/web/status/2016888103684763924"
X Link 2026-01-29T14:56Z 68.6K followers, 77.8K engagements
"$SOFI came through with a strong quarter. Revenue: $1.03B vs $982M expected EPS: $0.12 (in line) Adjusted EBITDA: $318M up 60% YoY Member count: 13.7M growing 35% YoY FY26 outlook raised: Revenue: $4.7B vs $4.5B consensus EPS: $0.60 vs $0.59 expected GAAP net income: $825M EBITDA margin expanding to 34% Growth is accelerating margins are improving and guidance just moved higher. https://twitter.com/i/web/status/2017211364893143353 https://twitter.com/i/web/status/2017211364893143353"
X Link 2026-01-30T12:20Z 68.5K followers, [----] engagements
"Mag [--] forward P/E right now: Meta $META - 24x Microsoft $MSFT - 25x Nvidia $NVDA - 28x Amazon $AMZN - 30x Apple $AAPL - 31x Alphabet $GOOGL - 32x Tesla $TSLA - 203x Any genuinely cheap Or all priced for perfection Buying here - yes or no"
X Link 2026-01-31T16:55Z 68.8K followers, 59.5K engagements
"Most people are looking at what Nancy Pelosi traded. The real story is how she traded it. She sold common shares of $AAPL $AMZN and $NVDA - names everyone assumes shes bullish on. Then she quietly did something far more interesting. She rotated back into the same stocks using call options. $GOOGL $AMZN $NVDA Less capital. More leverage. Defined downside. Explosive upside if tech keeps running. Thats not panic-selling. Thats not trimming exposure. Thats a calculated bet that big tech still has room to run - just with smarter positioning. https://twitter.com/i/web/status/2017973036599623728"
X Link 2026-02-01T14:47Z 68.8K followers, 41.7K engagements
"Everyone is panic-selling stocks right now. Not junk - quality names. $V 8% $MSFT 11% $NFLX 11% $QCOM 11% $AXON 15% $ADBE 16% $ORCL 16% $ROP 17% $PLTR 18% $CRM 20% $CEG 21% $NOW 24% $INTU 25% This isnt random noise. Its fear forced selling and short-term positioning. I went through [--] stocks now trading at valuations I havent seen in years. Some are genuinely mispriced. Some deserve the drawdown. I broke down all [--] in this weeks Substack. Which sector do you think the market is getting wrong https://twitter.com/i/web/status/2018024668016541755"
X Link 2026-02-01T18:12Z 68.8K followers, 17.6K engagements
"The biggest stock crashes of the last year werent in meme stocks. They were in household names. $TTD 76% $FISV 73% $LULU 59% $COIN 56% $SMCI 56% $UNH 53% $ORCL 52% $NOW 45% $PYPL 42% $CRM 39% $INTU 39% $NFLX 38% $ADBE 37% $CMG 35% $PLTR -29% $MSFT 23% A 50% drawdown doesnt automatically mean cheap. And a great business doesnt always make a great stock. Some of these are real opportunities. Others are value traps in disguise. I went through [--] beaten-down names and separated the two - valuation growth and risk side-by-side in a simple spreadsheet for Substack readers. Which of these do you"
X Link 2026-02-02T11:22Z 68.8K followers, 16.1K engagements
"This is how Wall Street is positioning for semiconductors in [----]. Not Twitter hype. Not retail flow. Actual top picks from JPMorgan Morgan Stanley Bank of America Citi and Goldman Sachs. Different banks. Different models. Same conclusion. The names that keep showing up: $NVDA $AVGO $ASML $LRCX $AMAT $ADI $CDNS $KLAC This isnt about the next AI stock. Its about who controls the bottlenecks: EUV lithography $ASML Chipmaking equipment $LRCX $AMAT $KLAC High-value IP and design software $CDNS $ADI System-level leverage $NVDA $AVGO When banks align like this theyre not trading headlines - theyre"
X Link 2026-02-02T12:59Z 68.8K followers, 26.3K engagements
"2026 isnt about faster chips. Its about moving data at the speed of light. This is the optics stack Wall Street is quietly positioning around as AI workloads explode. Compute was phase one. Interconnect is phase two. Why this matters: AI clusters are hitting limits with copper. Power heat latency - all breaking points. The solution is optical interconnects across the entire data center. And that creates winners across the stack: Optics chips & devices $AVGO $NVDA $MRVL $CRDO $ALAB $MTSI SiPh / CMOS fabs $TSM $INTC $GFS $STM $SKYT Merchant transceivers $COHR $LITE $AAOI Networking & system"
X Link 2026-02-02T18:46Z 68.8K followers, [----] engagements
"Stocks Near [--] Week Lows: Costco $COST - $900 S&P Global $SPGI - $490 Ferrari $RACE - $390 Home Depot $HD - $343 Visa $V - $327 Adobe $ADBE - $325 Essex Property Trust $ESS - $260 Air Products & Chemicals $APD - $255 Automatic Data Processing $ADP - $250 Accenture $ACN - $250 SAP $SAP - $235 Salesforce $CRM - $225 Union Pacific $UNP - $225 Republic Services $RSG - $219 Equifax $EFX - $215 T-Mobile US $TMUS - $210 Waste Connections $WCN - $175 Duolingo $DUOL - $170 Lululemon $LULU - $168 Procter & Gamble $PG - $150 Molina Healthcare $MOH - $140 Old Dominion $ODFL - $135 Constellation Brands"
X Link 2025-11-24T14:28Z 68.9K followers, 46.4K engagements
"Stocks Near [--] Week Lows: Costco $COST - $910 Ferrari $RACE - $390 Home Depot $HD - $355 Adobe $ADBE - $320 Essex Property Trust $ESS - $265 Air Products & Chemicals $APD - $260 Automatic Data Processing $ADP - $255 Accenture $ACN - $250 SAP $SAP - $240 Salesforce $CRM - $230 Republic Services $RSG - $215 Equifax $EFX - $210 T-Mobile US $TMUS - $210 Duolingo $DUOL - $190 Lululemon $LULU - $185 Waste Connections $WCN - $175 Procter & Gamble $PG - $148 Molina Healthcare $MOH - $148 Old Dominion $ODFL - $135 Constellation Brands $STZ - $135 American Water Works $AWK - $130 Zoetis $ZTS - $128"
X Link 2025-11-30T11:54Z 68.9K followers, 80K engagements
"Stocks Near [--] Week Lows: Costco $COST - $895 Dominos $DPZ - $415 Ferrari $RACE - $390 Home Depot $HD - $355 Adobe $ADBE - $350 Accenture $ACN - $265 Air Products & Chemicals $APD - $260 Automatic Data Processing $ADP - $260 Salesforce $CRM - $260 Essex Property Trust $ESS - $255 SAP $SAP - $245 Republic Services $RSG - $215 Equifax $EFX - $210 T-Mobile US $TMUS - $210 Duolingo $DUOL - $200 Lululemon $LULU - $190 Waste Connections $WCN - $173 Old Dominion $ODFL - $155 Molina Healthcare $MOH - $152 Procter & Gamble $PG - $143 Constellation Brands $STZ - $142 American Water Works $AWK - $130"
X Link 2025-12-07T12:57Z 68.9K followers, 71.6K engagements
"Stocks Near [--] Week Lows: Costco $COST - $855 Dominos $DPZ - $430 Linde $LIN - $420 Ferrari $RACE - $380 Home Depot $HD - $360 Adobe $ADBE - $355 Accenture $ACN - $270 Automatic Data Processing $ADP - $260 Salesforce $CRM - $260 Essex Property Trust $ESS - $257 SAP $SAP - $245 Air Products & Chemicals $APD - $240 Equifax $EFX - $220 Republic Services $RSG - $213 Lululemon $LULU - $210 T-Mobile US $TMUS - $197 Duolingo $DUOL - $185 Waste Connections $WCN - $175 Molina Healthcare $MOH - $163 Old Dominion $ODFL - $157 Procter & Gamble $PG - $144 Constellation Brands $STZ - $135 American Water"
X Link 2025-12-21T12:07Z 68.9K followers, 36.5K engagements
"Stocks Near [--] Week Lows: Costco $COST - $870 Linde $LIN - $425 Dominos $DPZ - $420 Ferrari $RACE - $375 Adobe $ADBE - $350 Home Depot $HD - $345 Accenture $ACN - $270 Salesforce $CRM - $265 Automatic Data Processing $ADP - $260 Essex Property Trust $ESS - $260 SAP $SAP - $245 Air Products & Chemicals $APD - $245 Equifax $EFX - $222 Republic Services $RSG - $215 Lululemon $LULU - $210 T-Mobile US $TMUS - $200 Duolingo $DUOL - $180 Waste Connections $WCN - $178 Molina Healthcare $MOH - $165 Old Dominion $ODFL - $160 Procter & Gamble $PG - $144 Constellation Brands $STZ - $140 American Water"
X Link 2025-12-29T14:51Z 68.9K followers, 132.4K engagements
"Buying the dip today or staying patient SoFi $SOFI 10% Tesla $TSLA 5% Equifax $EFX 5% AMD $AMD 4% Fair Isaac $FICO 4% Chevron $CVX 3% AT&T $T 3% Altria $MO 3% Robinhood $HOOD 3% Netflix $NFLX 2% Apple $AAPL 2% Some of these are noise. A few are opportunity. Which one are you watching https://twitter.com/i/web/status/2008586971606606051 https://twitter.com/i/web/status/2008586971606606051"
X Link 2026-01-06T17:10Z 68.9K followers, 111.1K engagements
"Everyone says quality stocks are expensive. Im not so sure anymore. [--] high-quality names trading at very reasonable forward multiples in 2026: Visa $V - 25x Microsoft $MSFT - 26x Meta $META - 21x Mastercard $MA - 28x Netflix $NFLX - 27x Uber $UBER - 22x MercadoLibre $MELI - 34x Sea $SE - 24x Adobe $ADBE - 12x Amazon $AMZN - 29x One of these is clearly mispriced. Which one are you buying and which one is the trap https://twitter.com/i/web/status/2014118117820027056 https://twitter.com/i/web/status/2014118117820027056"
X Link 2026-01-21T23:29Z 68.9K followers, 119.1K engagements
"$UNH just dropped 20% in a single day. Did you buy the panic - or step aside"
X Link 2026-01-27T23:07Z 68.9K followers, 20.6K engagements
"Quality stocks are too expensive. Thats the narrative. But after this selloff I dont think its true anymore. Here are [--] high-quality stocks trading at very reasonable forward multiples in 2026: Adobe $ADBE - 12x Novo Nordisk $NVO - 16x Uber $UBER - 19x Meta $META - 23x Visa $V - 25x Microsoft $MSFT - 26x Netflix $NFLX - 26x Mastercard $MA - 27x ServiceNow $NOW - 28x Amazon $AMZN - 30x One of these is clearly mispriced. One is a value trap hiding in plain sight. Which one are you buying and which one are you avoiding https://twitter.com/i/web/status/2017015358708994524"
X Link 2026-01-29T23:21Z 68.8K followers, 78.8K engagements
"$UBER down over 8% in pre market after this earnings release:"
X Link 2026-02-04T12:18Z 68.9K followers, 12.1K engagements
"Microsoft is severely undervalued at a Forward P/E of 23x"
X Link 2026-02-05T14:35Z 68.9K followers, 32.1K engagements
"Wall Street keeps saying Big Tech capex is peaking. The companies themselves are saying the opposite. For [----] internal capex plans are blowing past analyst expectations: Amazon $AMZN: $200B vs $150B expected Google $GOOGL: $185B vs $120B Microsoft $MSFT: $140B vs $115B Meta $META: $135B vs $110B This isnt defensive spending. This is an all-in bet on AI infrastructure data centers and compute. When the people writing the cheques are more bullish than Wall Street it usually matters. https://twitter.com/i/web/status/2019867524385370139 https://twitter.com/i/web/status/2019867524385370139"
X Link 2026-02-06T20:15Z 68.9K followers, 10.1K engagements
"7. Visa $V Revenue: +12% EPS: +7% Stock: -6%"
X Link 2026-02-10T16:27Z 68.9K followers, [----] engagements
"8. Uber $UBER Revenue: +18% EPS: +4% Stock: -5%"
X Link 2026-02-10T16:27Z 68.9K followers, [----] engagements
"9. MercadoLibre $MELI Revenue: +37% EPS: +45% Stock: +1%"
X Link 2026-02-10T16:27Z 68.8K followers, [----] engagements
"Stocks Near [--] Week Lows: UnitedHealth $UNH - $458 Humana $HUM - $307 Apple $AAPL - $168 3M $MMM - $92 Nike $NKE - $91 Starbucks $SBUX - $89 Agree Realty $ADC - $56 Unilever $UL - $49 BCE $BCE - $32 Americold Realty $COLD - $24 Walgreens $WBA - $19 NIO $NIO - $5 Buying https://twitter.com/i/web/status/1775474052540358782 https://twitter.com/i/web/status/1775474052540358782"
X Link 2024-04-03T10:42Z 68.9K followers, 248K engagements
"Stocks Near [--] Week Lows: Fair Isaac $FICO - $1500 Costco $COST - $915 Eli Lilly $LLY - $720 LVMH $LVMH - $600 Lockheed Martin $LMT - $485 Adobe $ADBE - $360 UnitedHealth $UNH - $340 Duolingo $DUOL - $325 Elevance Health $ELV - $320 Automatic Data Processing $ADP - $290 Public Storage $PSA - $285 Essex Property Trust $ESS - $265 Salesforce $CRM - $243 Accenture $ACN - $240 Waste Management $WM - $218 Molina Healthcare $MOH - $190 Lululemon $LULU - $175 Waste Connections $WCN - $172 Procter & Gamble $PG - $152 Zoetis $ZTS - $144 PepsiCo $PEP - $140 Old Dominion $ODFL - $138 Constellation"
X Link 2025-09-28T11:54Z 68.9K followers, 113.4K engagements
"12 Stocks With INSANE Gross Margins: Taiwan Semiconductor $TSM 🔌59% Alphabet $GOOGL ☁ 60% Microsoft $MSFT 💻 68% S&P Global $SPGI 📊 70% Nvidia $NVDA 🔋 71% Broadcom $AVGO 🪫 77% Meta Platforms $META ☁ 81% Fair Isaac $FICO 📈 82% Eli Lilly & Co $LLY 🦠 83% Novo Nordisk $NVO 🥼85% Booking $BKNG 🏖 87% Visa $V 💳 98% How many out of [--] do you hold https://twitter.com/i/web/status/1972676839383421046 https://twitter.com/i/web/status/1972676839383421046"
X Link 2025-09-29T14:56Z 68.9K followers, 80.6K engagements
"Who Really Powers TSMC Everyone talks about $TSM but few realize how deep its supply chain runs. As AI supercharges chip demand TSMCs suppliers could quietly be the biggest winners of this decade. Heres who stands to benefit most: 🧠 $ASML 41% (the king of lithography) ⚙ $AMAT 14% 🔬 $TOELY (Tokyo Electron) 6.4% 🧪 $LRCX (Lam Research) 6.3% 🔍 $KLAC (KLA Corp) 5.1% 🧫 $4063.JP (Shin-Etsu Chemical) 2.7% 🧱 $5201.JP (AGC Inc) 2.0% As TSMC ramps up AI chip production these suppliers arent just partners theyre the picks and shovels of the semiconductor gold rush."
X Link 2025-10-18T22:03Z 68.9K followers, 26.8K engagements
"Stocks Near [--] Week Lows: Costco $COST - $880 Dominos $DPZ - $430 Ferrari $RACE - $365 Home Depot $HD - $360 Adobe $ADBE - $355 Accenture $ACN - $270 Automatic Data Processing $ADP - $265 Salesforce $CRM - $260 Essex Property Trust $ESS - $258 SAP $SAP - $245 Air Products & Chemicals $APD - $245 Equifax $EFX - $220 Republic Services $RSG - $212 Lululemon $LULU - $205 T-Mobile US $TMUS - $195 Duolingo $DUOL - $195 Waste Connections $WCN - $173 Molina Healthcare $MOH - $168 Old Dominion $ODFL - $160 Constellation Brands $STZ - $147 Procter & Gamble $PG - $142 American Water Works $AWK - $130"
X Link 2025-12-14T11:05Z 68.9K followers, 87.4K engagements
"Stocks Near [--] Week Lows: Costco $COST - $855 Linde $LIN - $430 Dominos $DPZ - $425 Ferrari $RACE - $370 Home Depot $HD - $345 Adobe $ADBE - $330 Accenture $ACN - $260 Salesforce $CRM - $255 Automatic Data Processing $ADP - $250 Air Products & Chemicals $APD - $245 SAP $SAP - $235 Equifax $EFX - $215 Republic Services $RSG - $212 Lululemon $LULU - $210 T-Mobile US $TMUS - $200 Molina Healthcare $MOH - $178 Duolingo $DUOL - $175 Waste Connections $WCN - $174 Old Dominion $ODFL - $160 ServiceNow $NOW - $147 Procter & Gamble $PG - $140 Constellation Brands $STZ - $140 American Water Works $AWK -"
X Link 2026-01-04T12:00Z 68.9K followers, 80.1K engagements
"Morningstar just dropped its best AI stock picks. Most people wont like whats on the list. Heres where they see the biggest gaps between price and value 👇 [--]. Nvidia $NVDA - 21% undervalued FV $240 [--]. Microsoft $MSFT - 19% undervalued FV $600 [--]. Amazon $AMZN - 7% undervalued FV $260 [--]. Meta $META - 24% undervalued FV $850 [--]. Broadcom $AVGO - 31% undervalued FV $480 [--]. Tencent $TCEHY - 22% undervalued FV $102 [--]. AMD $AMD - 22% undervalued FV $270 [--]. Adobe $ADBE - 40% undervalued FV $560 [--]. Alibaba $BABA - 43% undervalued FV $258 [--]. Oracle $ORCL - 30% undervalued FV $277 [--]. Marvell $MRVL -"
X Link 2026-01-12T15:42Z 68.9K followers, 101.2K engagements
"Stocks Near [--] Week Lows: Intuit $INTU - $545 Spotify $SPOT - $505 Berkshire Hathaway $BRK.B - $493 Dominos $DPZ - $400 Ferrari $RACE - $345 Visa $V - $328 Adobe $ADBE - $295 Accenture $ACN - $285 Air Products & Chemicals $APD - $267 Automatic Data Processing $ADP - $260 SAP $SAP - $235 Salesforce $CRM - $227 Equifax $EFX - $220 Republic Services $RSG - $210 Lululemon $LULU - $200 Molina Healthcare $MOH - $190 T-Mobile US $TMUS - $186 Waste Connections $WCN - $167 Constellation Brands $STZ - $156 Duolingo $DUOL - $150 Procter & Gamble $PG - $144 American Water Works $AWK - $133 ServiceNow"
X Link 2026-01-17T12:15Z 68.9K followers, 101.5K engagements
"Stocks Near [--] Week Lows: Intuit $INTU - $560 Spotify $SPOT - $510 Berkshire Hathaway $BRK.B - $480 Dominos $DPZ - $410 Roper Technologies $ROP - $407 Ferrari $RACE - $340 Visa $V - $325 Adobe $ADBE - $300 Accenture $ACN - $280 Air Products & Chemicals $APD - $260 Automatic Data Processing $ADP - $258 SAP $SAP - $232 Salesforce $CRM - $228 Republic Services $RSG - $217 Equifax $EFX - $210 Lululemon $LULU - $191 T-Mobile US $TMUS - $186 Waste Connections $WCN - $169 Constellation Brands $STZ - $158 Duolingo $DUOL - $155 Procter & Gamble $PG - $150 ServiceNow $NOW - $133 Zoetis $ZTS - $124"
X Link 2026-01-24T12:23Z 68.9K followers, 36.8K engagements
"Markets are getting hit today but the Mag7 numbers so far dont really justify the panic. What weve seen already: Microsoft $MSFT: Revenue up 17% EPS up 60% Meta $META: Revenue +20%+ margins expanding again Apple $AAPL: Steady growth no real cracks Tesla $TSLA: The clear weak spot - slowing growth earnings pressure Meanwhile Google $GOOGL Amazon $AMZN and Nvidia $NVDA still havent reported. And yet the whole group is selling off together. This doesnt feel like fundamentals breaking. It feels like: de-risking positioning ahead of earnings macro fear leaking into everything If $GOOGL $AMZN and"
X Link 2026-02-03T20:14Z 68.9K followers, 22K engagements
"Morningstar just flagged a fresh batch of names that have run too far too fast. Newly [--] (expensive): $CAT - [--] 17% above fair value after a monster run $UNP - [--] 17% premium rails back in favour $BUD - [--] 15% premium sentiment flipped fast $ETN - [--] 16% premium electrification hype priced in $WELL - [--] 14% premium REIT rally showing froth Newly [--] (priced for perfection): $JNJ - [--] 32% premium defensive turned momentum $VOD - [--] 37% premium dead money suddenly crowded $XPO - [--] 80% premium one of the most stretched names Ive seen $JBHT - [--] 46% premium transport optimism fully priced $LECO - [--] 41%"
X Link 2026-02-10T15:55Z 68.9K followers, [----] engagements
"4. ServiceNow $NOW Revenue: +21% EPS: +22% Stock: -47%"
X Link 2026-02-10T16:27Z 68.9K followers, [----] engagements
"Use these criteria to eliminate 95% of stocks: Revenue growth 10% ROIC 15% Free cash flow growth 15% Earnings per share growth 15% Net Debt to EBITDA [---] No increase in shares outstanding [--] companies that qualify:"
X Link 2024-10-06T16:54Z 68.9K followers, 193.5K engagements
"Stocks Near [--] Week Lows: ASML $ASML - $672 Elevance Health $ELV - $402 PepsiCo $PEP - $162 Boeing $BA - $149 United Parcel Services $UPS - $134 Diageo $DEO - $120 Canadian National Railway $CNI - $111 Novo Nordisk $NVO - $105 Merck & Co $MRK - $99 Coca-Cola Femsa $KOF - $79 Nike $NKE - $77 Dollar General $DG - $75 Canadian Pacific $CP - $75 Lam Research $LRCX - $72 Restaurants Brand International $QSR - $68 Shell $SHEL - $66 Dollar Tree $DLTE - $66 Microchip Technology $MCHP - $66 General Mills $GIS - $65 Mondelez $MDLZ - $64 AstraZeneca $AZN - $64 Coca-Cola $KO - $63 Rio Tinto $RIO - $62"
X Link 2024-11-23T12:41Z 68.9K followers, 249.5K engagements
"Peter Thiel saw the future. Co- founded PayPal (1998) Built Palantir (2003) Backed Facebook (2004) Funded SpaceX (2008) But his recent warning for the market Its chilling. 👇 🧵"
X Link 2025-01-26T13:12Z 68.9K followers, 295.8K engagements
"$GOOGL is now the most obvious buy in the market trading at 20x"
X Link 2025-02-20T17:33Z 68.9K followers, 1.5M engagements
"Google dominates AI Cloud & Searchbut Wall Street has it all wrong. Its growing faster than Microsoft buying back $70B in stock and just made a $23B cybersecurity bet. Yet it trades at a massive discount. Heres why Google is the most mispriced stock in the market right now: 🧵👇"
X Link 2025-03-29T11:06Z 68.9K followers, 173.9K engagements
"12 BEST STOCKS TO BUY NOW: [--]. Microsoft $MSFT Price Target = $510 Upside = 30% [--]. Alphabet $GOOGL Price Target = $214 Upside = 33% [--]. Broadcom $AVGO Price Target = $248 Upside = 34% [--]. ASML $ASML Price Target = $933 Upside = 36% [--]. Amazon $AMZN Price Target = $264 Upside = 38% [--]. Robinhood $HOOD Price Target = $63 Upside = 49% [--]. Taiwan Semiconductors $TSM Price Target = $241 Upside = 52% [--]. AMD $AMD Price Target = $147 Upside = 52% [--]. Nvidia $NVDA Price Target = $174 Upside = 52% [--]. Novo Nordisk $NVO Price Target = $102 Upside = 57% [--]. Dell $DELL Price Target = $134 Upside = 60% [--]. Micron"
X Link 2025-04-10T13:19Z 68.9K followers, 131.1K engagements
"This man understands the markets. He predicted: [--]. Japans crash [--]. The [----] recession [--]. The U.S.China power shift Ray Dalio just issued a new warning. Heres what he sees coming: 🧵"
X Link 2025-04-11T10:06Z 68.9K followers, 1.9M engagements
"$NVO is now the most obvious buy in the market trading at 14x"
X Link 2025-04-17T16:10Z 68.9K followers, 321.9K engagements
"Stan Druckenmiller just sent a warning that makes [----] look like a joke. He said: We are spending like drunken sailors. The debt explosion is unlike anything Ive ever seen. This isnt just fear-mongering. Heres what hes seeing and why it should terrify every investor: 🧵"
X Link 2025-05-26T10:15Z 68.9K followers, 569.7K engagements
"This man understands the markets. He predicted: [--]. Japans crash [--]. The [----] recession [--]. The U.S.China power shift Ray Dalio just issued a new warning. Heres what he sees coming: 🧵"
X Link 2025-06-16T10:08Z 68.9K followers, 412K engagements
"Visa $V down 10% in a matter of days Too cheap to ignore"
X Link 2025-06-18T17:13Z 68.9K followers, 138.4K engagements
"Everyones talking about $NVDA hitting all-time highs But $AMD is quietly up 20% YTD - and STILL hasnt even broken its previous peak. That wont last long. Because Lisa Su just made the boldest AI play of the year. Heres why $AMD could explode next - and catch Wall Street sleeping again: 👇🧵"
X Link 2025-06-28T15:27Z 68.9K followers, 277.8K engagements
"Stocks Near [--] Week Lows: Fair Isaac $FICO - $1540 LVMH $LVMH - $570 Lockheed Martin $LMT - $465 Thermo Fischer $TMO - $435 Home Depot $HD - $370 Adobe $ADBE - $360 Elevance Health $ELV - $340 UnitedHealth $UNH - $305 Accenture $ACN - $280 Lululemon $LULU - $235 FedEx $FDX - $235 Lowes $LOW - $225 Constellation Brands $STZ - $170 Old Dominion $ODFL - $167 Procter & Gamble $PG - $157 Qualcomm $QCOM - $157 PepsiCo $PEP - $135 Kimberly-Clark $KMB - $130 Coca-Cola Consolidated $COKE - $114 Canadian National Railway $CNI - $105 Target $TGT - $104 Deckers $DECK - $103 Diageo $DEO - $103 United"
X Link 2025-07-13T11:05Z 68.9K followers, 153.5K engagements
"🚨 BIG INSIDER BUYING 🚨 📦 $UPS down 32% YTD 💰 CEO just bought $1000000 worth of shares 💵 Director scooped up $435000 more 📈 Dividend yield: 7.6% Are they calling the bottom 👀"
X Link 2025-08-08T14:58Z 68.9K followers, 275.6K engagements
"GOLDMAN SACHS TOP [--] VALUE STOCKS: [--]. Cisco $CSCO [--]. Energy Transfer $ET [--]. TC Energy $TRP [--]. Taiwan Semiconductor $TSM [--]. Home Depot $HD [--]. Accenture $ACN [--]. Exxon Mobil $XOM [--]. Procter & Gamble $PG [--]. Berkshire Hathaway $BRK.B [--]. JPMorgan $JPM [--]. Meta $META [--]. Alphabet $GOOGL Do you agree with them https://twitter.com/i/web/status/1965777687307305047 https://twitter.com/i/web/status/1965777687307305047"
X Link 2025-09-10T14:01Z 68.9K followers, 72.7K engagements
"The ENTIRE AI Value Chain - & the Stocks Powering It From chips to apps heres who wins in AI: - Semis: $TSMC $AMD $INTC $NVDA $MRVL $AVGO $SKHynix $SSNLF - Data Centers: $DELL $CSCO $SMCI $ANET $PSTG - Infra: $DUK $NEE $EQIX $ABB $VRT $SchnE - Cloud: $MSFT (Azure) $GOOGL (GCP) $AMZN (AWS) $ORCL - Data: $SNOW $MDB $PLTR Databricks Scale AI - Models: OpenAI $META Anthropic Mistral - Apps: $MSFT Copilot Perplexity Midjourney The real money may be in the picks & shovels - not just the flashy apps. Which AI stock are you betting on 👇"
X Link 2025-09-15T16:55Z 68.9K followers, 109.9K engagements
"Stocks Near [--] Week Lows: Fair Isaac $FICO - $1450 Costco $COST - $950 Eli Lilly $LLY - $750 LVMH $LVMH - $600 Lockheed Martin $LMT - $470 Adobe $ADBE - $365 UnitedHealth $UNH - $335 Elevance Health $ELV - $315 Automatic Data Processing $ADP - $292 Duolingo $DUOL - $290 Public Storage $PSA - $278 Essex Property Trust $ESS - $265 Salesforce $CRM - $245 Accenture $ACN - $240 Union Pacific $UNP - $220 Waste Management $WM - $216 Molina Healthcare $MOH - $175 Waste Connections $WCN - $170 Lululemon $LULU - $170 Procter & Gamble $PG - $156 Zoetis $ZTS - $145 PepsiCo $PEP - $141 Old Dominion $ODFL"
X Link 2025-09-21T12:16Z 68.9K followers, 110.4K engagements
"Everyones glued to $NVDA charts But the real money might be flowing where nobodys looking. Blackstone ($BX) isnt chasing chips. Theyre buying the infrastructure that makes AI possible the picks & shovels of the boom. ⚡ Power & Grid: $PPL $TXNM Invenergy 🏢 Data Centers: QTS AirTrunk Lumina ❄ Cooling: Copeland AIR 💾 Storage: DDN 🔌 Backup Power: Aypa Trystar AI doesnt run without massive power cooling and racks of servers. While Wall Street piles into $NVDA & $MSFT Blackstone is positioning for the entire ecosystem. Chips win battles. Infrastructure wins wars."
X Link 2025-09-29T23:07Z 68.9K followers, 121.3K engagements
"My granddad retired early without ever hitting the lottery. His secret Dividends. He owned the boring stuff - $KO $JNJ $PG - and just kept reinvesting every payout. $500 turned into $5000. $5000 turned into $50000. This chart shows the roadmap: - Low yield = growth ( $AAPL $MSFT) - Mid yield = balance ( $UPS $PG $JNJ) - High yield = pure cash flow ( $T $XOM $MO) Dividends wont make you rich overnight. But they can make you free. Which side of the chart are you stacking https://twitter.com/i/web/status/1973350660956360862 https://twitter.com/i/web/status/1973350660956360862"
X Link 2025-10-01T11:33Z 68.9K followers, 84.6K engagements
"Goldman Sachs just revealed their [--] stocks to watch. Everyones eyes go straight to $AAPL & $META .but the real story is hidden in the names nobodys talking about. - $NET (Cloudflare) quietly runs half the internet you use daily. - $SNOW (Snowflake) is becoming the new data goldmine. - $FTNT (Fortinet) protects AI data centers from hackers. - $DOCN (DigitalOcean) is the startup-friendly cloud giant. - $MDB (MongoDB) runs behind the apps you cant live without. Which one would you bet your money on"
X Link 2025-10-01T16:11Z 68.9K followers, 210.4K engagements
"In the 90s people laughed at the internet. They missed $AMZN at $5. $AAPL under $1. $MSFT before it ruled the world. Today its AI. And just like then its not one company its an entire ecosystem being built in front of us: ⚡ $MSFT $AMZN $GOOG laying the infrastructure 🧠 $PLTR $SNOW $MDB turning data into intelligence 🔒 $PANW $ZS $CYBR securing the network 🤖 $TSLA $OKLO machines that can move think and replace human labor 💻 $NVDA $AMD $TSM the silicon powering it all The internet created trillion-dollar empires. AI will create the next ones. The only question: will you spot them this time"
X Link 2025-10-02T22:48Z 68.9K followers, 196.7K engagements
"Humanoid robots arent sci-fi anymore. Dozens of companies are already building them - and Wall Street is watching. 👤 Makers: $TSLA $BYD $CATL $GAC $XPEV $1810.HK (Xiaomi) + many startups ⚡ Enablers: $NVDA $INTC $META $AMD $QCOM $IFLYTEK $HUAWEI 🔋 Batteries: $CATL $6752.T (Panasonic) Samsung SDI 👀 Vision: $INTC $NVDA $LAZR $INVZ Velodyne Hesai Goldman Sachs calls this the next multi-trillion $ industry. Robots that look like us are coming faster than most think. Question is: who do you bet on 🤖 https://twitter.com/i/web/status/1974165635832701199"
X Link 2025-10-03T17:32Z 68.9K followers, 24.5K engagements
"Everyones chasing $NVDA but the real AI goldmine is hiding inside the rack . Heres what no ones talking about: Every AI model - ChatGPT Gemini Claude - needs an army of companies behind the scenes. 💡 Chip Designers $ARM $AMD $INTC $NVDA They design the brains. 🏗 Manufacturers $TSM $ASML $AMAT $KLA They build them - atom by atom. ⚙ Integrators $SMCI $AVGO $MRVL They connect the pieces. ⚡ Power & Cooling $ETN $ABB $GE $SIEGY They keep the system alive. While everyones watching the front-end of AI the quiet giants behind the rack are printing money. Follow the heat its not always where the"
X Link 2025-10-04T11:48Z 68.9K followers, 92.1K engagements
"🚨 Washingtons New Gold Rush Is Quietly Underway: When the Trump administration started taking stakes in companies like $INTC $MP $LAC and $TMQ most investors ignored it. But heres the thing every time the U.S. government backs a critical mineral or chip supplier it creates the next wave of profit. And this chart shows where that money could flow next 👇 💥 Rare Earths The lifeblood of defense & EVs Watch $USAR $TMRC $UUUU $NB $TMC ⚡ Lithium The new oil Names like $ALB $SQM $SGML $ATLX $RIO $IONR are all in play 🧱 Copper & Graphite The building blocks of electrification Keep an eye on $FCX"
X Link 2025-10-11T12:05Z 68.9K followers, 294.4K engagements
"Stocks Near [--] Week Lows: Costco $COST - $925 Ferrari $RACE - $390 Adobe $ADBE - $335 Duolingo $DUOL - $315 McDonalds $MCD - $295 Automatic Data Processing $ADP - $285 Essex Property Trust $ESS - $255 Accenture $ACN - $240 Salesforce $CRM - $240 T-Mobile US $TMUS - $228 Waste Management $WM - $218 Molina Healthcare $MOH - $190 Waste Connections $WCN - $172 Lululemon $LULU - $165 Procter & Gamble $PG - $150 Zoetis $ZTS - $140 Constellation Brands $STZ - $140 Old Dominion $ODFL - $134 Kimberly-Clark $KMB - $119 Deckers $DECK - $95 Diageo $DEO - $95 Canadian National Railway $CNI - $94 Target"
X Link 2025-10-12T12:01Z 68.9K followers, 156.8K engagements
"🚨 Morgan Stanley just dropped a list of [--] National Security stocks and its basically a cheat sheet for the next decade of U.S. industrial dominance. This isnt your typical watchlist its a whos who of the companies the U.S. needs to stay ahead in energy defense and AI supply chains. Lets break it down 👇 ⚛ Nuclear Energy & Uranium: The U.S. wants energy independence and that means uranium. Names like $UUUU $LEU $CCJ and $NXE are at the center of the nuclear revival. Even micro-reactor plays like $OKLO are making noise as America rebuilds its atomic backbone. 🔋 Batteries & Energy Storage:"
X Link 2025-10-15T15:08Z 68.9K followers, 887.6K engagements
"Stocks Near [--] Week Lows: Costco $COST - $935 MSCI $MSCI - $535 S&P Global $SPGI - $475 Ferrari $RACE - $395 Adobe $ADBE - $335 Duolingo $DUOL - $320 Automatic Data Processing $ADP - $280 Essex Property Trust $ESS - $260 Air Products & Chemicals $APD - $250 Accenture $ACN - $240 Salesforce $CRM - $240 T-Mobile US $TMUS - $230 Waste Management $WM - $215 Molina Healthcare $MOH - $195 Waste Connections $WCN - $172 Lululemon $LULU - $165 Procter & Gamble $PG - $150 Zoetis $ZTS - $145 Constellation Brands $STZ - $140 Old Dominion $ODFL - $138 Kimberly-Clark $KMB - $120 Deckers $DECK - $100 Diageo"
X Link 2025-10-19T11:19Z 68.9K followers, 58.4K engagements
"🚨 Are We in Another Tech Bubble or Just Living Through an AI Revolution 🤔 Goldman Sachs just dropped a wild chart comparing the biggest tech stocks from the [----] bubble vs todays AI giants. Back then the hot names were $CSCO $INTC $LU $TWX and $ORCL trading at eye-watering valuations (median P/E 41x). Today The new leaders $NVDA $MSFT $AAPL $AMZN $GOOGL $META $AVGO $TSLA sit at a lower median P/E of 31x despite dominating global profits. Heres the kicker: - In [----] valuations ran ahead of earnings. - In [----] earnings are racing ahead of valuations thanks to AI cloud and data. So is this"
X Link 2025-10-20T12:59Z 68.9K followers, 10.3K engagements
"$AMZN touches nearly every part of your daily life: - Cloud: AWS - Media: Prime Twitch Audible - Retail: Whole Foods Amazon Go - Devices: Alexa Ring - Data: Ads + AI And people are still bearish 😂 This isnt e-commerce - its an ecosystem"
X Link 2025-10-20T19:03Z 68.9K followers, 122.7K engagements
"Stocks Near [--] Week Lows: Costco $COST - $930 MSCI $MSCI - $540 S&P Global $SPGI - $490 Ferrari $RACE - $405 Adobe $ADBE - $350 Duolingo $DUOL - $310 Automatic Data Processing $ADP - $280 Essex Property Trust $ESS - $265 Air Products & Chemicals $APD - $255 Salesforce $CRM - $255 Accenture $ACN - $245 T-Mobile US $TMUS - $220 Union Pacific $UNP - $216 Waste Management $WM - $215 Lululemon $LULU - $178 Waste Connections $WCN - $176 Molina Healthcare $MOH - $165 Procter & Gamble $PG - $152 Zoetis $ZTS - $145 Constellation Brands $STZ - $140 Old Dominion $ODFL - $136 Fiserv $FI - $126"
X Link 2025-10-26T12:54Z 68.9K followers, 121.1K engagements
"Stocks Near [--] Week Lows: Costco $COST - $910 S&P Global $SPGI - $485 Berkshire Hathaway $BRK.B - $477 Ferrari $RACE - $400 Adobe $ADBE - $340 McDonalds $MCD - $298 Duolingo $DUOL - $270 Automatic Data Processing $ADP - $260 Salesforce $CRM - $260 Essex Property Trust $ESS - $250 Accenture $ACN - $250 Air Products & Chemicals $APD - $240 Union Pacific $UNP - $220 T-Mobile US $TMUS - $210 Waste Management $WM - $200 Lululemon $LULU - $170 Waste Connections $WCN - $168 Molina Healthcare $MOH - $153 Procter & Gamble $PG - $150 Zoetis $ZTS - $144 Old Dominion $ODFL - $140 Constellation Brands"
X Link 2025-11-02T13:14Z 68.9K followers, 326.4K engagements
"Mag [--] Forward P/E: $META 22x $GOOGL 27x $MSFT 31x $AAPL 33x $AMZN 35x $NVDA 37x $TSLA 276x Are you still buying at these levels"
X Link 2025-11-03T18:13Z 68.9K followers, 222.8K engagements
"$META is the most obvious buy in the market trading at 21x"
X Link 2025-11-06T16:05Z 68.9K followers, 153K engagements
"Google isnt diversifying. Its telling you what it thinks the next decade looks like - quietly with capital. Look at where the moneys actually going 👇 Not megacap tech. Not S&P [---] darlings. Space - $ASTS $PL Low-orbit satellites real-time Earth data global connectivity. This isnt sci-fi anymore. Its infrastructure. Chips - $ARM The plumbing of modern computing. Phones servers AI workloads. You dont see it but everything runs through it. Biotech - $MTSR $RVMD $TEM $PRME AI + biology. Turning data into drugs. Long timelines asymmetric payoffs. Enterprise software - $FRSH $GTLB $PATH Automation"
X Link 2025-12-25T17:26Z 68.9K followers, 212.7K engagements
"Everyone gave up on these stocks: Colgate $CL 15% General Mills $GIS 28% Procter & Gamble $PG 15% Kimberly-Clark $KMB 22% Starbucks $SBUX 10% Diageo $DEO 30% Mondelez $MDLZ 10% I ran the valuations. Some are still expensive. A few are genuinely mispriced. Breakdown 👇 https://twitter.com/i/web/status/2007889352320299395 https://twitter.com/i/web/status/2007889352320299395"
X Link 2026-01-04T18:58Z 68.9K followers, 89.6K engagements
"Everyone is chasing the next SpaceX. Thats not where the money is. The real winners of the space boom dont go to space at all - they sell picks & shovels to everyone who does. Here are the Global Space Industry enablers set up for 2026: 🛰 Satellite operators $AMZN (Project Kuiper) $ASTS $GSAT $IRDM $VSAT $BKSY $PL 🚀 Launch & access to orbit $RKLB $SPCE (private: SpaceX ULA) 🧠 Manufacturing defense & supply chain $LMT $NOC $RTX $BA $HON $TDY $PLTR $BAESY $HEI 🛰 Space infrastructure & services $LUNR $MNTS $VOYG These companies get paid whether missions succeed or fail. Thats where the real"
X Link 2026-01-11T11:01Z 68.9K followers, 94K engagements
"Red screens everywhere. Stocks are bleeding: $NVDA 3% $TSLA 3% $MU 3% $PLTR 3% $AMZN 3% $META 3% $CRM 3% $SOFI 4% $GOOGL 4% $HOOD 5% $NVO 5% This is where positions get built. Are you buying the dip - or waiting"
X Link 2026-01-20T10:13Z 68.9K followers, 162.7K engagements
"Everyone is panic-selling software stocks today: Adobe $ADBE 4% Palo Alto $PANW 6% Salesforce $CRM 7% CrowdStrike $CRWD 7% Datadog $DDOG 8% Intuit $INTU 8% ServiceNow $NOW 11% Microsoft $MSFT 13% SAP $SAP 17% This isnt random noise - its a systematic derating of software. Which of these if any are actually undervalued - and which are just being marked down for good reason https://twitter.com/i/web/status/2016913816718643558 https://twitter.com/i/web/status/2016913816718643558"
X Link 2026-01-29T16:38Z 68.9K followers, 226.6K engagements
"Adobe $ADBE tried to buy Figma $FIG for $20B in [----]. Figmas market cap today $13.4B. Was Adobe early or lucky it didnt happen"
X Link 2026-01-30T13:49Z 68.9K followers, 13.1K engagements
"Stocks Near [--] Week Lows: Intuit $INTU - $500 Spotify $SPOT - $500 Axon Enterprise $AXON - $483 Berkshire Hathaway $BRK.B - $480 Microsoft $MSFT - $430 Dominos $DPZ - $410 Roper Technologies $ROP - $370 Ferrari $RACE - $330 Visa $V - $320 Adobe $ADBE - $293 Accenture $ACN - $263 Automatic Data Processing $ADP - $246 SAP $SAP - $232 Republic Services $RSG - $215 Salesforce $CRM - $212 Equifax $EFX - $200 T-Mobile US $TMUS - $197 Lululemon $LULU - $174 Waste Connections $WCN - $167 Constellation Brands $STZ - $156 Procter & Gamble $PG - $151 Duolingo $DUOL - $134 Zoetis $ZTS - $124 ServiceNow"
X Link 2026-01-31T15:13Z 68.9K followers, 32.3K engagements
"Is this the start of a real market unwind or just another shakeout Today alone: $NFLX -3% $NVDA -4% $AMD -4% $MSFT -4% $UBER -4% $ORCL -4% $LLY -4% $ADP -4% $CRWD -5% $MU -6% $PANW -6% $MSCI -7% $ADBE -7% $APP -7% $CRM -8% $NOW -8% $BKNG -10% $INTU -11% $SPGI -11% $NVO -15% $PYPL -20% This isnt one sector. Its mega-cap tech AI leaders software payments healthcare and defensives all getting hit together. That usually means one of three things: Positioning is crowded and funds are de-risking Rates / macro expectations just shifted Or this is a broad valuation reset - not a panic Some of these"
X Link 2026-02-03T19:20Z 68.9K followers, 22.7K engagements
"This doesnt feel like a normal dip. Todays selling is hitting leaders not garbage. $AMD -17% $APP -14% $PLTR -13% $MU -10% $VST -8% $LRCX -8% $ABBV -7% $AVGO -6% $CEG -6% $ORCL -5% $LMT -5% $UBER -4% $RTX -4% $TSLA -4% $SPGI -3% $META -3% $UNH -3% $NVDA -3% This looks less like fundamentals breaking and more like forced selling + de-risking. Some of these will keep falling. A few will look very cheap in hindsight. The hard part isnt spotting red candles - its knowing which dips are real opportunities and which are traps. Which names are you actually adding here"
X Link 2026-02-04T17:15Z 68.9K followers, 98.5K engagements
"Wall Street just updated its buy the dip playbook 👀 These are the stocks analysts say have the most upside from here: $INTU - 80% $NOW - 74% $CRM - 66% $ADBE - 58% $MRVL - 57% $NVDA - 49% $AVGO - 43% $DELL - 40% $SPGI - 32% $DIS - 30% $BLK - 27% $V - 24% $ZTS - 22% $SAP - 21% $MA - 21% $META - 20% This is happening while fear is still high and selling hasnt fully cooled off. Sometimes this list marks the bottom. Other times its early and painful. Which of these do you actually trust enough to buy right now - and which one is a value trap https://twitter.com/i/web/status/2019367560165122432"
X Link 2026-02-05T11:08Z 68.9K followers, 35.6K engagements
"$AMZN Reports Earnings: Revenue: $213.4bn v $211.2bn ✅ EPS: $1.95 v $1.95 ✅ Shares are down 7% so far after hours"
X Link 2026-02-05T21:03Z 68.9K followers, 19.3K engagements
"$AMZN nuking down 11% 😳"
X Link 2026-02-05T21:07Z 68.9K followers, 13.4K engagements
"I ran full DCFs on the Magnificent [--]. Not price targets. Not vibes. Actual cash flows. A few are far more expensive than people think. One surprised me. https://open.substack.com/pub/dividendtalks/p/i-ran-a-dcf-on-the-magnificent-7r=39zwkt&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/dividendtalks/p/i-ran-a-dcf-on-the-magnificent-7r=39zwkt&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-09T15:30Z 68.9K followers, [----] engagements
"Novo Nordisk or Hims & Hers $NVO Dividend Yield 4% Revenue YoY 7% PE 14x Net Margin 33% Cash $4bn Total Debt $21bn $HIMS No Dividend Revenue YoY 78% PE 36x Net Margin 6% Cash $630m Total Debt $1bn"
X Link 2026-02-09T17:28Z 68.9K followers, 32.3K engagements
"12 UNDERVALUED STOCKS: [--]. Wells Fargo $WFC 10% Upside [--]. Raytheon $RTX 11% Upside [--]. Tyson Foods $TSN 14% Upside [--]. Federal Realty $FRT 15% Upside [--]. Realty Income $O 18% Upside [--]. Exxon Mobil $XOM 21% Upside [--]. Moderna $MRNA 22% Upside [--]. PayPal $PYPL 26% Upside [--]. Disney $DIS 31% Upside [--]. Kellogg $KLG 34% Upside [--]. Snowflake $SNOW 43% Upside [--]. Albemarle $ALB 48% Upside Source: Morningstar Are you adding any https://twitter.com/i/web/status/1810256048239808618 https://twitter.com/i/web/status/1810256048239808618"
X Link 2024-07-08T10:14Z 68.9K followers, 71.3K engagements
"Stocks Near [--] Week Lows: Costco $COST - $915 Adobe $ADBE - $345 Duolingo $DUOL - $320 Automatic Data Processing $ADP - $290 Essex Property Trust $ESS - $265 Accenture $ACN - $245 Salesforce $CRM - $240 Waste Management $WM - $220 Molina Healthcare $MOH - $198 Lululemon $LULU - $175 Waste Connections $WCN - $174 Procter & Gamble $PG - $152 Zoetis $ZTS - $145 PepsiCo $PEP - $142 Constellation Brands $STZ - $142 Old Dominion $ODFL - $140 Kimberly-Clark $KMB - $122 Deckers $DECK - $102 Diageo $DEO - $96 Canadian National Railway $CNI - $96 Target $TGT - $89 United Parcel Services $UPS - $86"
X Link 2025-10-05T12:08Z 68.9K followers, 169K engagements
"Stocks Near [--] Week Lows: Costco $COST - $920 S&P Global $SPGI - $495 Ferrari $RACE - $410 Adobe $ADBE - $325 McDonalds $MCD - $300 Essex Property Trust $ESS - $260 Air Products & Chemicals $APD - $260 Automatic Data Processing $ADP - $255 Accenture $ACN - $245 Salesforce $CRM - $240 Union Pacific $UNP - $220 T-Mobile US $TMUS - $205 Duolingo $DUOL - $200 Waste Management $WM - $200 Honeywell $HON - $194 American Tower $AMT - $178 Lululemon $LULU - $165 Waste Connections $WCN - $165 Molina Healthcare $MOH - $152 Procter & Gamble $PG - $147 Old Dominion $ODFL - $140 Constellation Brands $STZ -"
X Link 2025-11-09T12:57Z 68.9K followers, 79.2K engagements
"Insiders just stepped in where most investors walked away: Salesforce $CRM +$25M MSCI $MSCI +$7M Linde $LIN +$1M Disney $DIS +$2M Kenvue $KVUE +$111M Nike $NKE +$4M Not token buys. Not signal noise. Real money from people who know the businesses best. I ran the valuations. Some are still rich. A few are quietly mispriced. Breakdown 👇 https://twitter.com/i/web/status/2007768399976296515 https://twitter.com/i/web/status/2007768399976296515"
X Link 2026-01-04T10:57Z 68.9K followers, 18.8K engagements
"Morgan Stanleys Wide MOAT stock list:"
X Link 2026-01-04T16:50Z 68.9K followers, 105.3K engagements
"Morgan Stanleys Top [--] Stocks for [----] 👇 From AI + cloud to payments healthcare and consumer brands. Top [--] highlights: Group $CBRE 2.Ecolab $ECL 3.Shopify $SHOP $MSFT 5.Datadog $DDOG 6.Atlassian $TEAM $AAPL 8.Analog Devices $ADI [--]. TransUnion $TRU [--]. Trane Tech $TT Full Top [--] below (From Amazon $AMZN and Meta $META to Visa $V and Eli Lilly $LLY) Which [--] names would you bet on for the next [--] years http://7.Apple http://4.Microsoft http://1.CBRE http://7.Apple http://4.Microsoft http://1.CBRE"
X Link 2026-01-08T17:06Z 68.9K followers, 27.9K engagements
"Stocks Near [--] Week Lows: Costco $COST - $925 Dominos $DPZ - $405 Ferrari $RACE - $375 Adobe $ADBE - $335 Accenture $ACN - $280 Salesforce $CRM - $260 Automatic Data Processing $ADP - $265 Air Products & Chemicals $APD - $260 SAP $SAP - $245 Equifax $EFX - $226 Republic Services $RSG - $212 Lululemon $LULU - $203 T-Mobile US $TMUS - $200 Molina Healthcare $MOH - $182 Duolingo $DUOL - $176 Waste Connections $WCN - $166 Constellation Brands $STZ - $147 ServiceNow $NOW - $141 Procter & Gamble $PG - $141 PepsiCo $PEP - $139 American Water Works $AWK - $127 Zoetis $ZTS - $127 Deckers $DECK - $103"
X Link 2026-01-10T13:57Z 68.9K followers, 57.5K engagements
"AI wont replace doctors. But it will decide which healthcare companies dominate the next decade. The real winners arent the loudest names - theyre already embedded in hospitals labs and drug pipelines. Its going to: - cancer tests catching disease earlier than doctors $GH $EXAS - robots doing surgeries with fewer mistakes $ISRG $RBOT - drug discovery that used to take [--] years now taking [--] $RXRX $SDGR - hospitals quietly automating everything behind the scenes $VEEV $DOCS This isnt moonshot biotech. Its infrastructure. https://twitter.com/i/web/status/2011850142341583182"
X Link 2026-01-15T17:17Z 68.9K followers, 14.2K engagements
"Mastercard $MA is down 10% in the last [--] days with earnings this Thursday. Now trading at a forward P/E of 28x is this still a quality stock or is the market finally pricing in something the crowd has ignored Buy the dip here - yes or no"
X Link 2026-01-27T20:59Z 68.9K followers, 46.7K engagements
"$MSFT is now the most obvious buy in the market trading at 24x"
X Link 2026-02-03T20:41Z 68.9K followers, 404.5K engagements
"$AMD Reports Earnings: Revenue: $10.27bn v $9.67bn ✅ EPS: $1.53 v $1.32 ✅ Shares are down 2% after hours"
X Link 2026-02-03T21:16Z 68.9K followers, 13.5K engagements
"Google $GOOGL Reports Earnings: EPS $2.82 v $2.63 ✅ Revenue: $113.83B v $111.4B ✅ Cloud Revenue $17.66B v $16.2B ✅ CAPEX $91.45B v $28.17B Google sees [----] Capex $175B to $185B v $119.5B Shares are down 7% after hours"
X Link 2026-02-04T21:04Z 68.9K followers, 45.4K engagements
"Pick one stock to buy today and hold for the next [--] years - no switching. $GOOGL $MSFT $AMZN $META You only get one. Which are you choosing"
X Link 2026-02-06T14:36Z 68.9K followers, 131.7K engagements
"Everyone is selling. Even the quality names. These names have been sold off hard over the last 12m: $SPGI -25% $UBER -28% $MSFT -30% $PLTR -35% $FICO -38% $NFLX -40% $ADBE -43% $CRM -44% $INTU -45% $HOOD -47% $PYPL -50% $NOW -53% $LULU -58% $UNH -55% $MOH -64% Do any of these scream opportunity https://twitter.com/i/web/status/2019807506017427896 https://twitter.com/i/web/status/2019807506017427896"
X Link 2026-02-06T16:16Z 68.9K followers, 18.6K engagements
"Stocks Near [--] Week Lows: Booking $BKNG - $4450 Fair Isaac $FICO - $1390 Intuit $INTU - $440 Spotify $SPOT - $420 Axon $AXON - $415 Microsoft $MSFT - $400 Dominos $DPZ - $395 Roper Technologies $ROP - $360 Ferrari $RACE - $330 Visa $V - $330 Adobe $ADBE - $270 Accenture $ACN - $240 Automatic Data Processing $ADP - $230 Republic Services $RSG - $220 SAP $SAP - $200 T-Mobile US $TMUS - $197 Salesforce $CRM - $190 Equifax $EFX - $190 Lululemon $LULU - $172 Waste Connections $WCN - $169 Zoetis $ZTS - $127 Duolingo $DUOL - $120 Abbott Laboratories $ABT - $110 Kimberly-Clark $KMB - $104 ServiceNow"
X Link 2026-02-08T11:37Z 68.9K followers, 35.5K engagements
"Wall Streets Best AI Buys Right Now 🚨 Morningstars top-rated AI names - [--] stocks with real upside: $ADBE 45% undervalued AI baked into must-have software. Firefly = pricing power not hype. $ORCL 36% undervalued Silent AI infrastructure winner. Massive GPU demand from OpenAI Meta xAI. $BABA 31% undervalued Hated cheap cash-rich. Core commerce funds AI + $35B buybacks. $AVGO 32% undervalued Custom AI chips + networking. The real Nvidia hedge. Cash flow machine. $MRVL 31% undervalued AI networking & optical backbone. Higher risk higher torque. $TCEHY 25% undervalued AI improves ads inside"
X Link 2026-02-09T11:54Z 68.9K followers, 27.3K engagements
"Mag [--] Forward P/E vs 5-Year Avg Meta $META - 22x vs 23x Microsoft $MSFT - 23x vs 32x Amazon $AMZN - 27x vs 165x Nvidia $NVDA - 28x vs 38x Google $GOOGL - 29x vs 22x Apple $AAPL - 32x vs 28x Tesla $TSLA - 200x vs 115x Most of these arent priced like growth forever. $AMZN and $MSFT in particular are trading much cheaper on a forward basis than their recent norms. $GOOGL and $AAPL are a bit richer than their 5-year averages. $TSLA is still in a different valuation universe. Are any of these truly undervalued - or is the market right to keep them expensive"
X Link 2026-02-09T16:58Z 68.9K followers, 29.5K engagements
"Everyone keeps talking about $NVDA like its the whole AI trade. But look at whats actually happening. Big Tech is pouring hundreds of billions into data centres. That money doesnt go straight to GPUs. It moves step by step. First it hits the tools: $ASML $LRCX $AMAT Then the fabs making the silicon: $TSM $INTC $GFS Then the real choke points: $AVGO $MRVL $CRDO $APH $COHR $LITE Only at the end do servers ship: $SMCI $HPE $DELL Most of these stocks are trading like AI spend rolls over soon. Yet capex plans say the opposite. Feels like the market is missing the middle of the chain. Wheres the"
X Link 2026-02-09T19:32Z 68.9K followers, 11.4K engagements
"One of Chris Hohns largest positions is getting hit today. $SPGI is down hard pre-market 17% even though it sits top [--] in TCIs portfolio. Same fund thats held names like $MSFT $V $GOOG for years. No panic take here - just a reminder: even the highest-conviction stocks get repriced. Worth watching. https://twitter.com/i/web/status/2021224578912063939 https://twitter.com/i/web/status/2021224578912063939"
X Link 2026-02-10T14:07Z 68.9K followers, 21.3K engagements
"Not all drawdowns are created equal. Here are [--] large-cap stocks where the business improved while the stock didnt 👇 [--]. Meta $META Revenue: +22% EPS: +21% Stock: -7%"
X Link 2026-02-10T16:27Z 68.9K followers, 58.3K engagements
"3. Microsoft $MSFT Revenue: +17% EPS: +29% Stock: +2%"
X Link 2026-02-10T16:27Z 68.9K followers, [----] engagements
"5. MasterCard $MA Revenue: +16% EPS: +19% Stock: -4%"
X Link 2026-02-10T16:27Z 68.9K followers, [----] engagements
"6. Netflix $NFLX Revenue: +16% EPS: +27% Stock: -19%"
X Link 2026-02-10T16:27Z 68.9K followers, [----] engagements
"10. Salesforce $CRM Revenue: +9% EPS: +23% Stock: -40%"
X Link 2026-02-10T16:27Z 68.9K followers, [----] engagements
"I break this stuff down every week - valuations mispricings no hype. If thats your thing youll probably like this 👇 https://www.dividendtalks.com/subscribe https://www.dividendtalks.com/subscribe"
X Link 2026-02-10T17:12Z 68.9K followers, [----] engagements
"AI isnt a theme anymore - its the backbone of Big Tech earnings. The [--] companies quietly running the AI economy: [--] $NVDA The picks & shovels $130B revenue demand supply Blackwell + Rubin coming [--] $GOOGL AI everywhere Search YouTube Cloud Waymo custom TPUs [--] $MSFT The distribution king OpenAI + Azure + Copilot across [---] & GitHub [--] $CRWV Pure-play AI infra Revenue went from near zero $10B+ expected by [----] (high risk high upside) [--] $META AI monetization machine Ads Llama models 1B+ users on Meta AI [--] $ADBE AI for creators Firefly baked into Creative Cloud (18B images generated) [--] $BABA Chinas"
X Link 2026-02-11T12:30Z 68.9K followers, [----] engagements
"Software stocks are getting hammered but valuations tell a different story. $MSFT 2% PE 23x $UBER 3% 21x $ADBE 3% 11x $ADP 3% 19x $PLTR 4% 100x $CRM 5% 14x $INTU 6% 17x $NOW 6% 24x Some of these arent expensive - theyre simply unloved. Others are priced for perfection (yes looking at you $PLTR). This isnt sector collapse. Its valuation resetting. So the question is simple: Is this finally a software buying opportunity - or just another bear trap https://twitter.com/i/web/status/2021620484970824182 https://twitter.com/i/web/status/2021620484970824182"
X Link 2026-02-11T16:20Z 68.9K followers, 20.6K engagements
"Bill Ackman just revealed a position in $META. Not because its cheap. Because the business is compounding. Meta isnt just a social media company anymore: 3B+ users = unmatched ad scale AI is lifting engagement and ad ROI First-party data = pricing power Cost discipline post Year of Efficiency Heavy AI spend now earnings leverage later This is one of the clearest AI monetisation stories in big tech. Ackman isnt buying hype. Hes buying the cash flow engine behind it. Good move https://twitter.com/i/web/status/2021622873966678123 https://twitter.com/i/web/status/2021622873966678123"
X Link 2026-02-11T16:30Z 68.9K followers, 59.1K engagements
"$NFLX is down 40% in [--] months. But the business didnt get the memo: Revenue +16% EPS +28% PEG 1.1x Forward P/E 24x This isnt what a dying company looks like. Feels less like fundamentals breaking and more like expectations resetting. Question is: is the market overreacting - or is growth peaking https://twitter.com/i/web/status/2021962101955117216 https://twitter.com/i/web/status/2021962101955117216"
X Link 2026-02-12T14:58Z 68.9K followers, 102K engagements
"A lot of quality is getting thrown out right now. Down from 52-week highs: $MSFT -30% $UBER -30% $SPGI -33% $PLTR -36% $NFLX -43% $CRM -44% $APP -49% $INTU -50% $PYPL -50% $NOW -51% $HOOD -52% $UNH -54% $ORCL -54% $LULU -56% $FISV -75% Some of these are broken businesses. Some are just broken stocks. Which bucket are you putting them in https://twitter.com/i/web/status/2021971623276917197 https://twitter.com/i/web/status/2021971623276917197"
X Link 2026-02-12T15:36Z 68.9K followers, 54.2K engagements
"Each week on Substack I break down which is which - focusing on valuation capital allocation and long-term earnings power. If you prefer structure over headlines you can follow the work here: https://www.dividendtalks.com/subscribe https://www.dividendtalks.com/subscribe"
X Link 2026-02-12T15:43Z 68.9K followers, [----] engagements
"Broke into the Top [--] Finance rankings on Substack. I focus on: Dividend compounders Growth at reasonable prices Macro positioning that protects capital Paid members get full breakdowns and exact buy levels. We compound quietly"
X Link 2026-02-12T16:06Z 68.9K followers, [----] engagements
"Recent paid notes included: [--] stocks Im buying after earnings-driven selloffs Full DCF breakdown on the Mag [--] (Buy / Hold / Sell) The exact levels Im adding at If you want the full framework: https://www.dividendtalks.com/subscribe https://www.dividendtalks.com/subscribe"
X Link 2026-02-12T16:08Z 68.9K followers, [----] engagements
"What stocks are you buying today"
X Link 2026-02-12T20:08Z 68.9K followers, [----] engagements
"A great day in the stock market for long-term investors"
X Link 2026-02-12T21:18Z 68.9K followers, [----] engagements
"🚨 BIG INSIDER BUYING 🚨 📊 $SPGI down 24% YTD 📉 Trading near 52-week lows 💰 Director just made first open-market buy since [----] ($1M around $399) Are they stepping in after the reset 👀"
X Link 2026-02-13T11:06Z 68.9K followers, 13.3K engagements
"$WMT trading at 47x forward earnings. $COST at 49x. $AMZN at 26x. Youre paying a premium-growth multiple for a low-teens grower. At some point valuation matters"
X Link 2026-02-13T13:50Z 68.9K followers, 12.6K engagements
"$META is now the most obvious buy in the market trading at 21x"
X Link 2026-02-13T15:37Z 68.9K followers, 22.8K engagements
"🚨 $AMZN longest losing streak since [----] 📉 [--] red days in a row 📉 -18% from recent highs 💸 $470B erased Investors are spooked by $200B in planned [----] AI/data center spend. Big Tech expected to pour $650B into AI next year"
X Link 2026-02-13T16:07Z 68.9K followers, [----] engagements
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