#  @FindleysFinance FindleysFinance FindleysFinance posts on X about $meta, meta, business, $bn the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2002388167203434496/interactions)  - [--] Week [------] +228% - [--] Month [------] +63% ### Mentions: [--] [#](/creator/twitter::2002388167203434496/posts_active)  - [--] Week [--] +203% - [--] Month [---] +212% ### Followers: [--] [#](/creator/twitter::2002388167203434496/followers)  - [--] Week [--] +45% - [--] Month [--] +91% ### CreatorRank: [---------] [#](/creator/twitter::2002388167203434496/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 45.63% [finance](/list/finance) 34.95% [technology brands](/list/technology-brands) 26.21% [cryptocurrencies](/list/cryptocurrencies) 9.71% [financial services](/list/financial-services) 2.91% [automotive brands](/list/automotive-brands) 1.94% [social networks](/list/social-networks) 0.97% **Social topic influence** [$meta](/topic/$meta) #421, [meta](/topic/meta) 15.53%, [business](/topic/business) 8.74%, [$bn](/topic/$bn) #44, [$four](/topic/$four) #37, [future](/topic/future) 5.83%, [if you](/topic/if-you) 4.85%, [inflation](/topic/inflation) 3.88%, [$msft](/topic/$msft) #385, [$qlys](/topic/$qlys) #3 **Top accounts mentioned or mentioned by** [@ashton1nvests](/creator/undefined) [@danielisdizzy](/creator/undefined) [@dvdnddiplomats](/creator/undefined) [@oguzerkan](/creator/undefined) [@dudewhoinvests](/creator/undefined) [@sexycactus22684](/creator/undefined) [@davidsacks](/creator/undefined) [@pronkdaniel](/creator/undefined) [@cathiedwood](/creator/undefined) [@blackrock](/creator/undefined) [@pimco](/creator/undefined) [@jimcramer](/creator/undefined) [@wealthmatica](/creator/undefined) [@apompliano](/creator/undefined) [@qualityinvest5](/creator/undefined) [@conqcook](/creator/undefined) [@lockdownwasdum1](/creator/undefined) [@anilpb7](/creator/undefined) [@qualtrim](/creator/undefined) [@amitisinvesting](/creator/undefined) **Top assets mentioned** [Metadium (META)](/topic/$meta) [Brookfield Corporation (BN)](/topic/$bn) [4 (FOUR)](/topic/$four) [Microsoft Corp. (MSFT)](/topic/$msft) [Qualys, Inc. Common Stock (QLYS)](/topic/$qlys) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [BlackRock Inc (BLK)](/topic/blackrock) [Crocs, Inc. (CROX)](/topic/$crox) [Netflix Inc (NFLX)](/topic/$nflx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Snap, Inc. (SNAP)](/topic/$snap) [Adobe, Inc. (ADBE)](/topic/$adbe) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin (BTC)](/topic/bitcoin) [NMI Holdings Inc. Class A Common Stock (NMIH)](/topic/$nmih) [Coca-Cola Co (KO)](/topic/$ko) [S&P Global Inc (SPGI)](/topic/$spgi) [Duolingo, Inc. (DUOL)](/topic/$duol) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) ### Top Social Posts Top posts by engagements in the last [--] hours "@Ashton_1nvests I recently opened a position in $FOUR making it my 8th holding. I think the full vertical payment stack they offer is unique and allows them to capture more value out of every acquired customer including through M&A activity" [X Link](https://x.com/FindleysFinance/status/2017751449334071475) 2026-02-01T00:06Z [--] followers, [----] engagements "@HypeCrave @CathieDWood @BlackRock @PIMCO Respectfully disinflation does not cause prices to come down. I disagree with Cathie but I think you're missing the point. The government does not want deflation. Deflation would make debt more expensive overtime vs inflation making it cheaper. And that's true for all of us" [X Link](https://x.com/FindleysFinance/status/2018229085986750700) 2026-02-02T07:44Z [--] followers, [--] engagements "@FinanceJack44 @CathieDWood @BlackRock @PIMCO It's not. She's citing truflation instead of CPI because it helps her narrative" [X Link](https://x.com/FindleysFinance/status/2018229524857819313) 2026-02-02T07:46Z [--] followers, [--] engagements "@lockdownwasdum1 @AnilPB7 @jimcramer The pencil was supposed to make this idea easier for you to understand because you likely wouldn't pay $1000 for a pencil even if that's what the price was. The reason I used that example was because it was a blatant extreme case and you still disagreed with it hahaha" [X Link](https://x.com/FindleysFinance/status/2019514338416140420) 2026-02-05T20:51Z [--] followers, [--] engagements "@CapexAndChill [--] forward multiple is a high multiple. $NFLX is falling not because they are performing poorly but because they are priced richly. The market takes time to realize these things but correcting happens fairly quick. I'm still surprised $TSLA trades so high" [X Link](https://x.com/FindleysFinance/status/2019630181527556553) 2026-02-06T04:32Z [--] followers, [---] engagements "@lockdownwasdum1 @AnilPB7 @jimcramer Valuation is price compared to intrinsic value or price to growth. bitcoin has no intrinsic value or growth. Therefore you cannot value it. Also Munger literally called it crypto shit because he does think it's worthless. So did Buffet" [X Link](https://x.com/FindleysFinance/status/2019667483804987904) 2026-02-06T07:00Z [--] followers, [--] engagements "@qualtrim Is backlog really worth the full value I know this was a big deal for Broadcom for most of their business life. But really I never trusted the unearned revenue of a business. It feels like an artificial inflation to present sales" [X Link](https://x.com/FindleysFinance/status/2019742865371324858) 2026-02-06T11:59Z [--] followers, [---] engagements "@jimcramer I know you're an entertainer. But the logic here is ass backwards. The highest performing in price typically means lower future returns. $GOOGL is doing fine but growing slower and trading more richly than $META. When valuation grows more than fundamentals you're buying risk" [X Link](https://x.com/FindleysFinance/status/2019744050035707963) 2026-02-06T12:04Z [--] followers, [---] engagements "@Ashton_1nvests Nobody is saying its going to kill software. The argument is that it will make software easier to build and interact with making it a more competitive space. If true this could hurt pricing power for these businesses" [X Link](https://x.com/FindleysFinance/status/2020716456590405784) 2026-02-09T04:28Z [--] followers, [--] engagements "@danielisdizzy @Ashton_1nvests Hopefully not soon. If they went to $10t in the short term that would introduce a ton of risk in the holding" [X Link](https://x.com/FindleysFinance/status/2020719446374141962) 2026-02-09T04:40Z [--] followers, [--] engagements "@Mindset4Money_X Revenue from ad video generation grew more than 3x total ad revenue growth That is an absolutely insane growth lever" [X Link](https://x.com/FindleysFinance/status/2020734434342006984) 2026-02-09T05:40Z [--] followers, [--] engagements "@DvdndDiplomats They are both trading at attractive valuations but $META looks cheaper is growing faster than $AMZN and projecting higher future growth than $AMZN" [X Link](https://x.com/FindleysFinance/status/2020735812175040675) 2026-02-09T05:45Z [--] followers, [--] engagements "@Ashton_1nvests Have you studied Peter Lynch much If you haven't read One up on Wall Street you should because this is one of his principles. I find it funny that so many people subconsciously follow his logic. Must be a fairly common sense approach to market research" [X Link](https://x.com/FindleysFinance/status/2020739756066504980) 2026-02-09T06:01Z [--] followers, [--] engagements "@finwellguy This is what I try to teach people when it comes to planning and budgeting. Do what is sustainable even if it isn't necessarily optimal" [X Link](https://x.com/FindleysFinance/status/2020740452136476715) 2026-02-09T06:04Z [--] followers, [--] engagements "@wealthmatica Their tools are vastly different and we see that in average revenue per user. A company doesn't become comparable or competitive to $META just because they throw ads at their users. There's plenty of companies that do that too. $SNAP isn't an underdog they're an under executor" [X Link](https://x.com/FindleysFinance/status/2020932124828893202) 2026-02-09T18:45Z [--] followers, [---] engagements "@joecarlsonshow That doesn't mean $MSFT is cheap. It means those other businesses which are notoriously overpriced are still overpriced" [X Link](https://x.com/FindleysFinance/status/2020988937800728593) 2026-02-09T22:31Z [--] followers, [---] engagements "@amitisinvesting It's funny to say the whole reason these companies are down is the same reason their earnings and revenue growth is up" [X Link](https://x.com/FindleysFinance/status/2020991004220981249) 2026-02-09T22:39Z [--] followers, [---] engagements "@WillBiddy_ @Ashton_1nvests True we never can. I have a strict rule of no more than [--] holdings. Anything more and it starts to get more difficult for me to stay well informed on my holdings" [X Link](https://x.com/FindleysFinance/status/2021735526433435826) 2026-02-11T23:58Z [--] followers, [--] engagements "@CathieDWood @BlackRock @PIMCO So not only do you insist on being wrong all the time. Now you are citing the wrong numbers altogether. Please explain to everyone why you think truflation is more accurate than BLS. Then go convince the fed to start using these numbers instead. See how that goes for you" [X Link](https://x.com/FindleysFinance/status/2018228475212226853) 2026-02-02T07:42Z [--] followers, [--] engagements "@wealthmatica @DividendDynasty It's already my second largest holding and I still feel that way. I think $FOUR has a better value to growth proposition currently though" [X Link](https://x.com/FindleysFinance/status/2020745969596592152) 2026-02-09T06:25Z [--] followers, [---] engagements "@APompliano This should increase transaction volumes. Good for payment processors" [X Link](https://x.com/FindleysFinance/status/2020990706131882422) 2026-02-09T22:38Z [--] followers, [---] engagements "@DvdndDiplomats Decreased my position in $NMIH a slow and steady compounder. Increased my positions in $QLYS and $FOUR" [X Link](https://x.com/FindleysFinance/status/2020992847957065898) 2026-02-09T22:46Z [--] followers, [---] engagements "@khoiuna @DvdndDiplomats Likely because they forecasted revenue deceleration at 7% to 8% top line growth. But they are trading at 13.5x fcf so if earnings out pace revenue the company is trading at a good valuation. Plus they always keep forecasts overly conservative" [X Link](https://x.com/FindleysFinance/status/2021329252633731140) 2026-02-10T21:03Z [--] followers, [--] engagements "@amitisinvesting Im not an investor in this one but as a long time user I'm happy to see them with so much success. They have revolutionized retail access to investing and trading" [X Link](https://x.com/FindleysFinance/status/2021478168109121883) 2026-02-11T06:55Z [--] followers, [---] engagements "Revenue is growing but slowly. $META is projecting 30% top line growth after posting above 20% for multiple quarters. $SNAP is still operating income negative. Even when they eventually become profitable on an annual basis $SNAP still has over $1B in Stock Based Compensation to grow through. https://twitter.com/i/web/status/2021487785191043158 https://twitter.com/i/web/status/2021487785191043158" [X Link](https://x.com/FindleysFinance/status/2021487785191043158) 2026-02-11T07:33Z [--] followers, [---] engagements "@DreamDividend This isn't an unpopular opinion. Even Buffet himself said he should have sold $KO long ago. When businesses trade at really high valuations and don't have fundamental improvements they are doomed to be flat for prolonged periods or corrected" [X Link](https://x.com/FindleysFinance/status/2021493916416213288) 2026-02-11T07:58Z [--] followers, [--] engagements "This is great growth but to be honest this business is trading at such a crazy valuation. They are bottom line negative even on an adjusted basis. They are still diluting shareholders through share issuance and stock based compensation. They trade at over 30x sales. They have a lot of growth to go before they are worth what they are trading at today. https://twitter.com/i/web/status/2021494860113703308 https://twitter.com/i/web/status/2021494860113703308" [X Link](https://x.com/FindleysFinance/status/2021494860113703308) 2026-02-11T08:01Z [--] followers, [--] engagements "@QualityInvest5 Yes it is but it's still expensive. Too many people suffer from recency bias and everyone seems to be forgetting price in relation to growth (PEG ratio). $SPGI reported revenue deceleration for the full year [----] of only 6-8% yet they trade at over 20x multiples" [X Link](https://x.com/FindleysFinance/status/2021500600496914652) 2026-02-11T08:24Z [--] followers, [---] engagements "As long as we have a net rate high enough to cut in case of emergency rates will go lower. CPI is sitting around 2.7% and the fed funds rate is sitting around 3.5-3.7%. That's a real rate of 0.8-1.0%. That's a healthy buffer. If CPI continues to go down as we expect then rates can follow inflation down and still maintain a safe buffer. https://twitter.com/i/web/status/2021501874092794324 https://twitter.com/i/web/status/2021501874092794324" [X Link](https://x.com/FindleysFinance/status/2021501874092794324) 2026-02-11T08:29Z [--] followers, [--] engagements "Agreed I was surprised to see so many people support this and create a make believe bullish narrative. OF is harmful. Even those who are arguing that it's good for folks who want to express themselves OF makes it less likely for them to do this in real life. It is absolutely degenerative unproductive addictive and socially detrimental. https://twitter.com/i/web/status/2021506221313065222 https://twitter.com/i/web/status/2021506221313065222" [X Link](https://x.com/FindleysFinance/status/2021506221313065222) 2026-02-11T08:46Z [--] followers, [--] engagements "@Dividend_Dollar Nearing When is $META a buy and why is it not a buy at 15x OCF and 30% projected revenue growth" [X Link](https://x.com/FindleysFinance/status/2021689767381930031) 2026-02-11T20:56Z [--] followers, [---] engagements "@oguzerkan No threat from AI is a funny way to put it. $META is one of the only companies who has used AI to strengthen its core business model" [X Link](https://x.com/FindleysFinance/status/2021713867303530692) 2026-02-11T22:32Z [--] followers, [---] engagements "Honestly I think it will. I don't think it will happen tomorrow but I think over the long term what $ADBE does today will be much cheaper and more accessible for competition. I have no idea if this happens in [--] year [--] years or [--] years but I think AI is a threat to them through increased competition. https://twitter.com/i/web/status/2021715135551946946 https://twitter.com/i/web/status/2021715135551946946" [X Link](https://x.com/FindleysFinance/status/2021715135551946946) 2026-02-11T22:37Z [--] followers, [---] engagements "@GrindeOptions Because good jobs report means: - Less necessary for the fed to cut rates - Means rates could stay higher for longer - Means capital does not get cheaper to borrow - Which means less investments in expansion - Which means less velocity of money and less liquidity in the market" [X Link](https://x.com/FindleysFinance/status/2021716313098613220) 2026-02-11T22:41Z [--] followers, [--] engagements "@qualtrim You can't use earnings as the valuation metric here. $META has an artificially high earnings multiple due to a non-cash tax hit they had to report of almost $10b recently. If you use P/OCF they are trading around 15x and projecting 30%+ revenue growth" [X Link](https://x.com/FindleysFinance/status/2021770724780978365) 2026-02-12T02:17Z [--] followers, [---] engagements "The valuation isn't stretched it's being misreported here. You can't use earnings for $META currently for two reasons: [--]. They reported a non-cash tax restructuring hit recently making their P/E look artificially high. [--]. They are going through a massive capex cycle making earnings artificially low. Use Operating CashFlow. See P/OCF and Revenue growth charts below. https://twitter.com/i/web/status/2021771967347765413 https://twitter.com/i/web/status/2021771967347765413" [X Link](https://x.com/FindleysFinance/status/2021771967347765413) 2026-02-12T02:22Z [--] followers, [--] engagements "@Mudrok @GrindeOptions It's not a gimmick company by any means but it is very overvalued. It's been overvalued for years now so maybe it continues to be. Who knows" [X Link](https://x.com/FindleysFinance/status/2021879013816643872) 2026-02-12T09:28Z [--] followers, [--] engagements "@JeffW008 @danielisdizzy True but nobody is calling for a replacement. All they need is complimentary tech and people can scale with less $NVDA chips. We see this with TPUs continuing to grow in sales and more businesses designing custom chips optimized for their own stacks" [X Link](https://x.com/FindleysFinance/status/2022070065248792905) 2026-02-12T22:07Z [--] followers, [--] engagements "@DudeWhoInvests First time seeing Anthropic's revenue growth. Impressive" [X Link](https://x.com/FindleysFinance/status/2022079524876488849) 2026-02-12T22:45Z [--] followers, [---] engagements "I believe the [--] year mortgage really destroyed the housing market. The bank doesn't need to figure out how much house you can afford anymore they aim to sell you a monthly payment. This increases demand be decreasing loan discretion from perspectives of both buyers and sellers. This causes prices to rise over time. Further I believe a [--] year mortgage would temporarily boost "affordability" but it would increase prices immensely over time. https://twitter.com/i/web/status/2022080519002018064 https://twitter.com/i/web/status/2022080519002018064" [X Link](https://x.com/FindleysFinance/status/2022080519002018064) 2026-02-12T22:48Z [--] followers, [--] engagements "I think the actual narrative for why wall street is bearish on $DUOL is actually the fact that their core business is in a hyper competitive space. $DUOL is essentially competing for time spent on their platform meaning they are trying to compete with Youtube META's family of apps streaming services etc. I'm not convinced and neither is the market that $DUOL's language app is going to be durable here. https://twitter.com/i/web/status/2022149449208967509 https://twitter.com/i/web/status/2022149449208967509" [X Link](https://x.com/FindleysFinance/status/2022149449208967509) 2026-02-13T03:22Z [--] followers, [--] engagements "I don't know when I will choose to actually retire but I want to have the option to partially retire by [--] years old and that is my current target. But financial freedom doesn't mean not working it just means giving yourself the option to choose what you do even when it's not the most optimum for income. It means owning your time. My goal is to own my time by [--]. https://twitter.com/i/web/status/2022154115380580738 https://twitter.com/i/web/status/2022154115380580738" [X Link](https://x.com/FindleysFinance/status/2022154115380580738) 2026-02-13T03:41Z [--] followers, [---] engagements "@DudeWhoInvests Yes but more jobs are being created by AI than destroyed by AI. Especially for building. Maybe this won't be the trend forever but that is the trend today" [X Link](https://x.com/FindleysFinance/status/2022154496886071619) 2026-02-13T03:42Z [--] followers, [--] engagements "@oguzerkan Fintech moving with Fintech" [X Link](https://x.com/FindleysFinance/status/2022164483179946378) 2026-02-13T04:22Z [--] followers, [--] engagements "@Mr_Derivatives Just noticed you're more of a technical trader rather than a fundamental investor" [X Link](https://x.com/FindleysFinance/status/2022185967751496095) 2026-02-13T05:47Z [--] followers, [--] engagements "@Dousek_Equity @QualityInvest5 Yes of course but these events come in cycles. When the cycle shifts $META would likely recapture their share of the market very quickly as they've done every time before. Good point though advertising is a cyclical market" [X Link](https://x.com/FindleysFinance/status/2022188032670212332) 2026-02-13T05:56Z [--] followers, [--] engagements "@jjmcapital @APompliano Doubtful. The government would help stimulate faster than we'd expect to see any meaningful deflation" [X Link](https://x.com/FindleysFinance/status/2022477591199035757) 2026-02-14T01:06Z [--] followers, [--] engagements "Yes disinflation means prices go up at a slower pace. We do not want to target deflation. In a deflationary economy debt becomes more expensive over time putting both the capital markets and the consumer at major risk. The government would also have lower revenue in that environment putting the national debt in a really bad place. The government would not let that happen. https://twitter.com/i/web/status/2022478198886498502 https://twitter.com/i/web/status/2022478198886498502" [X Link](https://x.com/FindleysFinance/status/2022478198886498502) 2026-02-14T01:09Z [--] followers, [--] engagements "@sexycactus22684 @daahhvid @DavidSacks Because we have positive real rates and don't need to be too constrictive. Anyway I'll ask again since you avoided my question. What is your basis for claiming that the BLS is faking economic reports" [X Link](https://x.com/FindleysFinance/status/2022503113874452885) 2026-02-14T02:48Z [--] followers, [--] engagements "@oguzerkan $ADBE is attractive at current valuations but I'm not convinced it's the best deal in the market. If you want something cheap $CROX is a lot cheaper. If you want something growing faster at a great price $FOUR looks like a better deal. $META $BN there's value everywhere" [X Link](https://x.com/FindleysFinance/status/2020735491344306206) 2026-02-09T05:44Z [--] followers, [---] engagements "@DvdndDiplomats Some of these beaten down businesses were trading at astronomical valuations. However there is value to be found here. Personally I added to my $QLYS and $FOUR positions recently. If I had more dry powder I would be buying more $META and $BN alongside them" [X Link](https://x.com/FindleysFinance/status/2021488473463767054) 2026-02-11T07:36Z [--] followers, [---] engagements "@betakm2 @PronkDaniel $META makes up around 30% as my second holding and also has been a staple in my portfolio for years. After that I have [--] small companies making up around 30% $CROX $QLYS $NSSC $FOUR and one arbitrage type holding I may exit soon. $INMD" [X Link](https://x.com/FindleysFinance/status/2021683242286620968) 2026-02-11T20:30Z [--] followers, [---] engagements "@oguzerkan Well this is what happens when companies have massive multiple expansion like $MSFT did at the tail end of [----] and into [----]. They have a period of stagnant share price or a decline. $MSFT is trading around fair value today" [X Link](https://x.com/FindleysFinance/status/2021877599262454243) 2026-02-12T09:22Z [--] followers, [---] engagements "@ConqCook @Ashton_1nvests Okay so what's the actual impact of these 400000+ accounts on revenue and earnings Or are you just slinging numbers" [X Link](https://x.com/FindleysFinance/status/2021880735934886002) 2026-02-12T09:35Z [--] followers, [--] engagements "@TJTheWheelDeal $META. I have other high conviction positions as well but $META is what I would consider a no-brainer" [X Link](https://x.com/FindleysFinance/status/2022179546754429011) 2026-02-13T05:22Z [--] followers, [---] engagements "@jonbrooks Being defensive doesn't mean being 100% in cash. I will say though even if you miss a strong market for a while at least you will walk away with a very valuable lesson. Time in the market beats timing the market" [X Link](https://x.com/FindleysFinance/status/2022184503528370621) 2026-02-13T05:42Z [--] followers, [---] engagements "@Mr_Derivatives Does anyone care about valuation You should read a little about the golden ratio (Peter Lynch's PEG ratio) to better understand how market pricing in the long term actually works" [X Link](https://x.com/FindleysFinance/status/2022185689224458274) 2026-02-13T05:46Z [--] followers, [--] engagements "@iamtomnash brother in [--] years if the market still has this business mispriced I will be surprised but obviously it does happen. For example $TSLA has been overvalued for [--] years now and still trades at a high premium on a PEG basis. Where I will challenge you is why you think $PLTR should trade at higher PEG ratios and do you even acknowledge it is trading for a premium today https://twitter.com/i/web/status/2022187325288030241 https://twitter.com/i/web/status/2022187325288030241" [X Link](https://x.com/FindleysFinance/status/2022187325288030241) 2026-02-13T05:53Z [--] followers, [--] engagements "@QualityInvest5 Absolutely incredible. And most of it is organic expansion of their core business. Even more impressive" [X Link](https://x.com/FindleysFinance/status/2022187677240676556) 2026-02-13T05:54Z [--] followers, [---] engagements "@daahhvid @DavidSacks The entire market follows these numbers. So although you decided for whatever reason that you don't believe in data the market does. Anyway I'm curious what you base your claim that BLS is faking reports" [X Link](https://x.com/FindleysFinance/status/2022479466581344572) 2026-02-14T01:14Z [--] followers, [--] engagements "@m1ndhunter_x @DavidSacks A citizen jobs report You mean different than BLS official data" [X Link](https://x.com/FindleysFinance/status/2022479918970572866) 2026-02-14T01:16Z [--] followers, [--] engagements "@m1ndhunter_x @DavidSacks 20% What are you talking about" [X Link](https://x.com/FindleysFinance/status/2022480348278591730) 2026-02-14T01:17Z [--] followers, [--] engagements "@PronkDaniel $BN is also my largest position. And although I am disappointed by their growth this year I am happy with their guidance and I do think they can hit their targets" [X Link](https://x.com/FindleysFinance/status/2022217160769286313) 2026-02-13T07:51Z [--] followers, [---] engagements "Embrace Failure as Feedback Agency doesn't mean everything will work out perfectly. A budget may break. An investment may go down. Agency is the resilience to learn from these events and adjust your plan rather than give up. Failure is not a verdict; it's data" [X Link](https://x.com/anyuser/status/2015798128897605974) 2026-01-26T14:45Z [--] followers, [--] engagements "Of course they don't. When there is one supplier in a market with high demand that supplier is able to charge massive amounts of premium for their product. This allows $NVDA to sell a chip that should be worth $10k for over $30k. If you rely on this product to grow your own business this puts you at a huge disadvantage. Makes perfect sense" [X Link](https://x.com/FindleysFinance/status/2021770292708950080) 2026-02-12T02:16Z [--] followers, [---] engagements "I wouldn't call this a generational opportunity. You can't be hyperbolic about everything and expect people to take you seriously. $MSFT is trading slightly above their projected future growth. You could argue they are trading at fair value using a PEG ratio but it's a far cry from a generational opportunity today. https://twitter.com/i/web/status/2021878140088594877 https://twitter.com/i/web/status/2021878140088594877" [X Link](https://x.com/FindleysFinance/status/2021878140088594877) 2026-02-12T09:24Z [--] followers, [----] engagements "No we are not at 1%. Inflation is measured on a [--] month basis. I would like to see the reasoning for why people trust trueflation over official BLS reporting because they are never the same read. The fed basis decisions based on official government data so mechanically BLS reports are more accurate and relative than other third party reports. https://twitter.com/i/web/status/2022481564270280719 https://twitter.com/i/web/status/2022481564270280719" [X Link](https://x.com/FindleysFinance/status/2022481564270280719) 2026-02-14T01:22Z [--] followers, [--] engagements "@ftr_investors Between these two $GOOGL. Because $PLTR is trading at such a high premium it reminds me of Cisco back in the early 2000's. If we refuse to learn from history it's doomed to repeat itself" [X Link](https://x.com/FindleysFinance/status/2022619215614873672) 2026-02-14T10:29Z [--] followers, [---] engagements "@PronkDaniel $BN makes up almost 40% of my portfolio and has been my largest holding for years. I aim to keep it that way" [X Link](https://x.com/FindleysFinance/status/2021477770493313073) 2026-02-11T06:53Z [--] followers, [--] engagements "Seeing an acceleration in cloud revenue from the largest market share holder is very bullish for the space. It's crazy that they have such a competitive stack and pricing power at the same time. Excited to see what $BN can do with this expansion in cloud and data center services. https://twitter.com/i/web/status/2021496028407660769 https://twitter.com/i/web/status/2021496028407660769" [X Link](https://x.com/FindleysFinance/status/2021496028407660769) 2026-02-11T08:06Z [--] followers, [--] engagements "@DudeWhoInvests Far cry from the spaghetti memes" [X Link](https://x.com/FindleysFinance/status/2021926255919337629) 2026-02-12T12:35Z [--] followers, [--] engagements "@Ashton_1nvests $BN but $META is a close second and $CROX is so cheap and ignored that it will produce high returns even with little to no growth" [X Link](https://x.com/FindleysFinance/status/2020718592321618101) 2026-02-09T04:37Z [--] followers, [---] engagements "I created Findley's Finance to guide you through each one of these [--] steps. Finance is personal. There is no one size fits all. I give you the questions to ask yourself to help highlight what success means to you. If not today then when Visit https://www.findleysfinance.com https://www.findleysfinance.com" [X Link](https://x.com/FindleysFinance/status/2015186234512171096) 2026-01-24T22:13Z [--] followers, [--] engagements "Financial agency is the belief that you are the primary driver of your financial outcomes. It's about shifting from a passive state of "things happen to me'" to an active state of "I make things happen". You can't control where you started but you do control where you're going" [X Link](https://x.com/FindleysFinance/status/2015741359194624231) 2026-01-26T10:59Z [--] followers, [--] engagements "Theory is good but action is better. This week take a small manageable amount of money. Even $25 or $50 from your paycheck and use it to buy an asset. You've just become an employer of capital and an asset owner. Now you'll be a beneficiary of the economic growth machine" [X Link](https://x.com/anyuser/status/2015747409322844234) 2026-01-26T11:23Z [--] followers, [--] engagements "@Alleninvests @MrMikeInvesting Yes thank you. Attractive is the perfect way to describe $MSFT. Not a generational opportunity" [X Link](https://x.com/FindleysFinance/status/2021878301690933464) 2026-02-12T09:25Z [--] followers, [---] engagements "@Ashton_1nvests $BN. I'm sure yours is $SOFI" [X Link](https://x.com/FindleysFinance/status/2022148254432166291) 2026-02-13T03:18Z [--] followers, [---] engagements "@iamtomnash It's generally reliable to avoid very high premium stocks. In this case the market has been slow to correct it but $PLTR is still trading at astronomical valuations. A ton of their future earnings have already been priced in" [X Link](https://x.com/FindleysFinance/status/2022186514005086459) 2026-02-13T05:50Z [--] followers, [---] engagements "The trap of recency bias: The tendency to place too much importance on recent events causing us to extrapolate recent trends indefinitely into the future ignoring long-term data. The Cost After a strong bull market year an investor goes all-in on stocks assuming high returns will continue forever. Conversely after a market crash they sell everything and go to cash fearing the market will keep dropping. But it's all just noise Look at long term market performance (10 [--] [--] years) to see that market cycles are normal and past performance is not indicative of future results. A consistent" [X Link](https://x.com/FindleysFinance/status/2022188788022444460) 2026-02-13T05:59Z [--] followers, [--] engagements "@GuyTalksFinance I tell people this all the time. I can help you identify the issue but overspending is user error. The only person who can solve that problem is the spender" [X Link](https://x.com/FindleysFinance/status/2022475642928009597) 2026-02-14T00:59Z [--] followers, [--] engagements "Overpaying is the surest path to poor returns even with a great company. During the dot-com bubble of 1999-2000 Cisco was a fantastic high-growth company that dominated its industry much like $PLTR today. Investors caught in the euphoria bid the stock up to a price that was far above any reasonable estimate of its intrinsic value. When the bubble burst the stock price collapsed. The business itself remained excellent but it took over [--] years for the stock price to get back to its [----] peak. Investors who bought at the top ignoring valuation suffered a decade or more of zero returns from one" [X Link](https://x.com/FindleysFinance/status/2022679725093564891) 2026-02-14T14:30Z [--] followers, [--] engagements "If you're struggling to figure out what your philosophy is for investing try asking yourself these questions. It might help a little. Do I enjoy deep analysis and reading 10-Ks Consider Value or Growth at a Reasonable Price (GARP). Am I energized by innovation and trends Consider Growth investing. Do I want simplicity and peace of mind Default to Passive Index investing. Essentially a set it and forget it practice. Can I stay calm when others panic Contrarian strategies might fit your temperament. https://twitter.com/i/web/status/2022730306868924547" [X Link](https://x.com/FindleysFinance/status/2022730306868924547) 2026-02-14T17:51Z [--] followers, [--] engagements "We always praise the most successful people in the market without regard for their mistakes. It's great to follow them and listen to them. But much of their wisdom comes from their biggest mistakes; the ones they could afford to make and teach us what they learned. Here's one of those stories: In [----] Buffett acquired Dexter Shoe Company paying for it with Berkshire Hathaway stock. He judged Dexter to have a durable competitive advantage but it was quickly eroded by cheap foreign competition. The business eventually went to zero. Buffett considers this his worst mistake not just because the" [X Link](https://x.com/FindleysFinance/status/2022774095276871769) 2026-02-14T20:45Z [--] followers, [--] engagements "@TimoVainionpaa $BN and Oaktree always pushing the limits. Love to see it. Hope to see them hit the target next time" [X Link](https://x.com/FindleysFinance/status/2021923480682607034) 2026-02-12T12:24Z [--] followers, [---] engagements "This is a fair point and thank you for the reference. I am curious how much in sales that equates to and if they think it will be replaced. The management team is guiding for 60% in revenue growth. Based on guidance and tone it seems like maybe these [------] memberships are inconsequential to sales. https://twitter.com/i/web/status/2022068074355335255 https://twitter.com/i/web/status/2022068074355335255" [X Link](https://x.com/FindleysFinance/status/2022068074355335255) 2026-02-12T21:59Z [--] followers, [--] engagements "@danielisdizzy $META is my second largest position making up over 33% of my portfolio. If I had more dry powder I would be adding to this already massive position" [X Link](https://x.com/FindleysFinance/status/2022076661915869356) 2026-02-12T22:33Z [--] followers, [----] engagements "@PronkDaniel If I had more cash right now I would be deploying it into $META $QLYS and $FOUR" [X Link](https://x.com/FindleysFinance/status/2022079140808319288) 2026-02-12T22:43Z [--] followers, [---] engagements "@DudeWhoInvests Walmart trades at a high valuation most of the time though. It never makes sense. Same with Coca Cola. IMO" [X Link](https://x.com/FindleysFinance/status/2022545843912651247) 2026-02-14T05:38Z [--] followers, [---] engagements "Intrinsic value is the true underlying value of a business based on its ability to generate cash for its owners over its lifetime. It is a fundamental concept that separates investing from speculation. Price is what you pay for a stock on any given day driven by market sentiment supply and demand. Value is what the underlying business is actually worth. A successful investor understands that these two can be very different" [X Link](https://x.com/FindleysFinance/status/2022657578249949504) 2026-02-14T13:02Z [--] followers, [--] engagements "For those who need help finding someone to learn from that fits their investment philosophy here's a few ideas. Screen shot taken from https://www.findleysfinance.com https://www.findleysfinance.com" [X Link](https://x.com/anyuser/status/2022704637514826129) 2026-02-14T16:09Z [--] followers, [--] engagements "If you're an active investor in the markets make sure you understand where your bias stands. Review these [--] fallacies to increase your self awareness: - Confirmation Bias - Narrative Fallacy - Loss Aversion - FOMO (Fear Of Missing Out) - Overconfidence Bias - Action Bias - Anchoring Bias - Recency Bias - Survivorship Bias The two I've witnessed the most so far on x are FOMO and recency bias. Are you affected by any of these I was when I first started. https://twitter.com/i/web/status/2022747419365220527 https://twitter.com/i/web/status/2022747419365220527" [X Link](https://x.com/FindleysFinance/status/2022747419365220527) 2026-02-14T18:59Z [--] followers, [--] engagements "@danielisdizzy $AAPL is an iterator not an innovator. They do what they can to protect their moat and they never veer outside of that. I wouldn't expect anything breakthrough coming from them" [X Link](https://x.com/FindleysFinance/status/2022792506052612155) 2026-02-14T21:58Z [--] followers, [---] engagements "@SPXSatoshi On a PEG basis $AMZN because future growth is higher and they trade at a lower valuation. $NFLX is still overpriced" [X Link](https://x.com/FindleysFinance/status/2022792801428344905) 2026-02-14T21:59Z [--] followers, [--] engagements "True. It's simple but not easy. I've started reading a new book called the millionaire fast lane. It's not what I expected and it's refreshing to hear a new perspective on things. He calls what you're describing as the slow lane. I also prescribe to the slow lane but am working on a few projects in an attempt to learn how to be an entrepreneur. https://twitter.com/i/web/status/2022793367126720723 https://twitter.com/i/web/status/2022793367126720723" [X Link](https://x.com/FindleysFinance/status/2022793367126720723) 2026-02-14T22:01Z [--] followers, [--] engagements "@ondrejslunecko 5% is not solid top line growth for a business trading at 4x price to sales and over [--] P/E. Flat forecast is even worse" [X Link](https://x.com/FindleysFinance/status/2018823322159730870) 2026-02-03T23:06Z [--] followers, [--] engagements "@Ranofty @APompliano And the data isn't even obscure. The numbers tell a very clear story. Scott Bessent tells a very clear story. The negative narration around it isn't grounded in facts or data. It's grounded in political bias" [X Link](https://x.com/FindleysFinance/status/2019179873529737340) 2026-02-04T22:42Z [--] followers, [--] engagements "A budget isnt about spending less its about spending better. The magic is in cutting what doesnt matter so you can double down on what does. Most budgets fail because they create guilt or take too much work. Create a plan that's most sustainable rather than most optimal" [X Link](https://x.com/FindleysFinance/status/2015832110691492016) 2026-01-26T17:00Z [--] followers, [---] engagements "Step 7: Plan Your Retirement Income Consider various different income streams: - Rental income - Qualified dividends - Pension income - Forced income like RMD's - Social security - Realized capital gains Create a consolidated tax-smart plan to maximize plan longevity" [X Link](https://x.com/anyuser/status/2015186232960262387) 2026-01-24T22:13Z [--] followers, [--] engagements "Have you ever looked at the real impact of management fee's (Fee analyzer tool on https://www.findleysfinance.com https://www.findleysfinance.com" [X Link](https://x.com/FindleysFinance/status/2015189256428548410) 2026-01-24T22:25Z [--] followers, [--] engagements "The cost of inaction isn't just missed opportunity; it's money time and freedom" [X Link](https://x.com/FindleysFinance/status/2015742341999714451) 2026-01-26T11:03Z [--] followers, [--] engagements "Set one small achievable goal Momentum is powerful. Instead of being overwhelmed set one small concrete goal like "I will save $100 in a separate account this month." Achieving it builds confidence and proves you can take control of your life" [X Link](https://x.com/anyuser/status/2015804420047397140) 2026-01-26T15:10Z [--] followers, [--] engagements "Don't subject yourself to an external locus of control. I'm referring to people with the mindset that blames outside forces for financial struggles. "The market is rigged" "I'll never get ahead" "It's impossible to save." This leads to inaction and a feeling of powerlessness" [X Link](https://x.com/FindleysFinance/status/2015741929598947577) 2026-01-26T11:01Z [--] followers, [--] engagements "Most people go to school get a job and work for money. The wealthy acquire assets that generate money for them. Every dollar you save and invest is like putting a tiny financial employee to work. Be an employer of capital not an employee of capital" [X Link](https://x.com/FindleysFinance/status/2015813353806168429) 2026-01-26T15:45Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FindleysFinance FindleysFinanceFindleysFinance posts on X about $meta, meta, business, $bn the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 45.63% finance 34.95% technology brands 26.21% cryptocurrencies 9.71% financial services 2.91% automotive brands 1.94% social networks 0.97%
Social topic influence $meta #421, meta 15.53%, business 8.74%, $bn #44, $four #37, future 5.83%, if you 4.85%, inflation 3.88%, $msft #385, $qlys #3
Top accounts mentioned or mentioned by @ashton1nvests @danielisdizzy @dvdnddiplomats @oguzerkan @dudewhoinvests @sexycactus22684 @davidsacks @pronkdaniel @cathiedwood @blackrock @pimco @jimcramer @wealthmatica @apompliano @qualityinvest5 @conqcook @lockdownwasdum1 @anilpb7 @qualtrim @amitisinvesting
Top assets mentioned Metadium (META) Brookfield Corporation (BN) 4 (FOUR) Microsoft Corp. (MSFT) Qualys, Inc. Common Stock (QLYS) Palantir Technologies Inc. (PLTR) BlackRock Inc (BLK) Crocs, Inc. (CROX) Netflix Inc (NFLX) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Snap, Inc. (SNAP) Adobe, Inc. (ADBE) NVIDIA Corp. (NVDA) Bitcoin (BTC) NMI Holdings Inc. Class A Common Stock (NMIH) Coca-Cola Co (KO) S&P Global Inc (SPGI) Duolingo, Inc. (DUOL) InMode Ltd. Ordinary Shares (INMD)
Top posts by engagements in the last [--] hours
"@Ashton_1nvests I recently opened a position in $FOUR making it my 8th holding. I think the full vertical payment stack they offer is unique and allows them to capture more value out of every acquired customer including through M&A activity"
X Link 2026-02-01T00:06Z [--] followers, [----] engagements
"@HypeCrave @CathieDWood @BlackRock @PIMCO Respectfully disinflation does not cause prices to come down. I disagree with Cathie but I think you're missing the point. The government does not want deflation. Deflation would make debt more expensive overtime vs inflation making it cheaper. And that's true for all of us"
X Link 2026-02-02T07:44Z [--] followers, [--] engagements
"@FinanceJack44 @CathieDWood @BlackRock @PIMCO It's not. She's citing truflation instead of CPI because it helps her narrative"
X Link 2026-02-02T07:46Z [--] followers, [--] engagements
"@lockdownwasdum1 @AnilPB7 @jimcramer The pencil was supposed to make this idea easier for you to understand because you likely wouldn't pay $1000 for a pencil even if that's what the price was. The reason I used that example was because it was a blatant extreme case and you still disagreed with it hahaha"
X Link 2026-02-05T20:51Z [--] followers, [--] engagements
"@CapexAndChill [--] forward multiple is a high multiple. $NFLX is falling not because they are performing poorly but because they are priced richly. The market takes time to realize these things but correcting happens fairly quick. I'm still surprised $TSLA trades so high"
X Link 2026-02-06T04:32Z [--] followers, [---] engagements
"@lockdownwasdum1 @AnilPB7 @jimcramer Valuation is price compared to intrinsic value or price to growth. bitcoin has no intrinsic value or growth. Therefore you cannot value it. Also Munger literally called it crypto shit because he does think it's worthless. So did Buffet"
X Link 2026-02-06T07:00Z [--] followers, [--] engagements
"@qualtrim Is backlog really worth the full value I know this was a big deal for Broadcom for most of their business life. But really I never trusted the unearned revenue of a business. It feels like an artificial inflation to present sales"
X Link 2026-02-06T11:59Z [--] followers, [---] engagements
"@jimcramer I know you're an entertainer. But the logic here is ass backwards. The highest performing in price typically means lower future returns. $GOOGL is doing fine but growing slower and trading more richly than $META. When valuation grows more than fundamentals you're buying risk"
X Link 2026-02-06T12:04Z [--] followers, [---] engagements
"@Ashton_1nvests Nobody is saying its going to kill software. The argument is that it will make software easier to build and interact with making it a more competitive space. If true this could hurt pricing power for these businesses"
X Link 2026-02-09T04:28Z [--] followers, [--] engagements
"@danielisdizzy @Ashton_1nvests Hopefully not soon. If they went to $10t in the short term that would introduce a ton of risk in the holding"
X Link 2026-02-09T04:40Z [--] followers, [--] engagements
"@Mindset4Money_X Revenue from ad video generation grew more than 3x total ad revenue growth That is an absolutely insane growth lever"
X Link 2026-02-09T05:40Z [--] followers, [--] engagements
"@DvdndDiplomats They are both trading at attractive valuations but $META looks cheaper is growing faster than $AMZN and projecting higher future growth than $AMZN"
X Link 2026-02-09T05:45Z [--] followers, [--] engagements
"@Ashton_1nvests Have you studied Peter Lynch much If you haven't read One up on Wall Street you should because this is one of his principles. I find it funny that so many people subconsciously follow his logic. Must be a fairly common sense approach to market research"
X Link 2026-02-09T06:01Z [--] followers, [--] engagements
"@finwellguy This is what I try to teach people when it comes to planning and budgeting. Do what is sustainable even if it isn't necessarily optimal"
X Link 2026-02-09T06:04Z [--] followers, [--] engagements
"@wealthmatica Their tools are vastly different and we see that in average revenue per user. A company doesn't become comparable or competitive to $META just because they throw ads at their users. There's plenty of companies that do that too. $SNAP isn't an underdog they're an under executor"
X Link 2026-02-09T18:45Z [--] followers, [---] engagements
"@joecarlsonshow That doesn't mean $MSFT is cheap. It means those other businesses which are notoriously overpriced are still overpriced"
X Link 2026-02-09T22:31Z [--] followers, [---] engagements
"@amitisinvesting It's funny to say the whole reason these companies are down is the same reason their earnings and revenue growth is up"
X Link 2026-02-09T22:39Z [--] followers, [---] engagements
"@WillBiddy_ @Ashton_1nvests True we never can. I have a strict rule of no more than [--] holdings. Anything more and it starts to get more difficult for me to stay well informed on my holdings"
X Link 2026-02-11T23:58Z [--] followers, [--] engagements
"@CathieDWood @BlackRock @PIMCO So not only do you insist on being wrong all the time. Now you are citing the wrong numbers altogether. Please explain to everyone why you think truflation is more accurate than BLS. Then go convince the fed to start using these numbers instead. See how that goes for you"
X Link 2026-02-02T07:42Z [--] followers, [--] engagements
"@wealthmatica @DividendDynasty It's already my second largest holding and I still feel that way. I think $FOUR has a better value to growth proposition currently though"
X Link 2026-02-09T06:25Z [--] followers, [---] engagements
"@APompliano This should increase transaction volumes. Good for payment processors"
X Link 2026-02-09T22:38Z [--] followers, [---] engagements
"@DvdndDiplomats Decreased my position in $NMIH a slow and steady compounder. Increased my positions in $QLYS and $FOUR"
X Link 2026-02-09T22:46Z [--] followers, [---] engagements
"@khoiuna @DvdndDiplomats Likely because they forecasted revenue deceleration at 7% to 8% top line growth. But they are trading at 13.5x fcf so if earnings out pace revenue the company is trading at a good valuation. Plus they always keep forecasts overly conservative"
X Link 2026-02-10T21:03Z [--] followers, [--] engagements
"@amitisinvesting Im not an investor in this one but as a long time user I'm happy to see them with so much success. They have revolutionized retail access to investing and trading"
X Link 2026-02-11T06:55Z [--] followers, [---] engagements
"Revenue is growing but slowly. $META is projecting 30% top line growth after posting above 20% for multiple quarters. $SNAP is still operating income negative. Even when they eventually become profitable on an annual basis $SNAP still has over $1B in Stock Based Compensation to grow through. https://twitter.com/i/web/status/2021487785191043158 https://twitter.com/i/web/status/2021487785191043158"
X Link 2026-02-11T07:33Z [--] followers, [---] engagements
"@DreamDividend This isn't an unpopular opinion. Even Buffet himself said he should have sold $KO long ago. When businesses trade at really high valuations and don't have fundamental improvements they are doomed to be flat for prolonged periods or corrected"
X Link 2026-02-11T07:58Z [--] followers, [--] engagements
"This is great growth but to be honest this business is trading at such a crazy valuation. They are bottom line negative even on an adjusted basis. They are still diluting shareholders through share issuance and stock based compensation. They trade at over 30x sales. They have a lot of growth to go before they are worth what they are trading at today. https://twitter.com/i/web/status/2021494860113703308 https://twitter.com/i/web/status/2021494860113703308"
X Link 2026-02-11T08:01Z [--] followers, [--] engagements
"@QualityInvest5 Yes it is but it's still expensive. Too many people suffer from recency bias and everyone seems to be forgetting price in relation to growth (PEG ratio). $SPGI reported revenue deceleration for the full year [----] of only 6-8% yet they trade at over 20x multiples"
X Link 2026-02-11T08:24Z [--] followers, [---] engagements
"As long as we have a net rate high enough to cut in case of emergency rates will go lower. CPI is sitting around 2.7% and the fed funds rate is sitting around 3.5-3.7%. That's a real rate of 0.8-1.0%. That's a healthy buffer. If CPI continues to go down as we expect then rates can follow inflation down and still maintain a safe buffer. https://twitter.com/i/web/status/2021501874092794324 https://twitter.com/i/web/status/2021501874092794324"
X Link 2026-02-11T08:29Z [--] followers, [--] engagements
"Agreed I was surprised to see so many people support this and create a make believe bullish narrative. OF is harmful. Even those who are arguing that it's good for folks who want to express themselves OF makes it less likely for them to do this in real life. It is absolutely degenerative unproductive addictive and socially detrimental. https://twitter.com/i/web/status/2021506221313065222 https://twitter.com/i/web/status/2021506221313065222"
X Link 2026-02-11T08:46Z [--] followers, [--] engagements
"@Dividend_Dollar Nearing When is $META a buy and why is it not a buy at 15x OCF and 30% projected revenue growth"
X Link 2026-02-11T20:56Z [--] followers, [---] engagements
"@oguzerkan No threat from AI is a funny way to put it. $META is one of the only companies who has used AI to strengthen its core business model"
X Link 2026-02-11T22:32Z [--] followers, [---] engagements
"Honestly I think it will. I don't think it will happen tomorrow but I think over the long term what $ADBE does today will be much cheaper and more accessible for competition. I have no idea if this happens in [--] year [--] years or [--] years but I think AI is a threat to them through increased competition. https://twitter.com/i/web/status/2021715135551946946 https://twitter.com/i/web/status/2021715135551946946"
X Link 2026-02-11T22:37Z [--] followers, [---] engagements
"@GrindeOptions Because good jobs report means: - Less necessary for the fed to cut rates - Means rates could stay higher for longer - Means capital does not get cheaper to borrow - Which means less investments in expansion - Which means less velocity of money and less liquidity in the market"
X Link 2026-02-11T22:41Z [--] followers, [--] engagements
"@qualtrim You can't use earnings as the valuation metric here. $META has an artificially high earnings multiple due to a non-cash tax hit they had to report of almost $10b recently. If you use P/OCF they are trading around 15x and projecting 30%+ revenue growth"
X Link 2026-02-12T02:17Z [--] followers, [---] engagements
"The valuation isn't stretched it's being misreported here. You can't use earnings for $META currently for two reasons: [--]. They reported a non-cash tax restructuring hit recently making their P/E look artificially high. [--]. They are going through a massive capex cycle making earnings artificially low. Use Operating CashFlow. See P/OCF and Revenue growth charts below. https://twitter.com/i/web/status/2021771967347765413 https://twitter.com/i/web/status/2021771967347765413"
X Link 2026-02-12T02:22Z [--] followers, [--] engagements
"@Mudrok @GrindeOptions It's not a gimmick company by any means but it is very overvalued. It's been overvalued for years now so maybe it continues to be. Who knows"
X Link 2026-02-12T09:28Z [--] followers, [--] engagements
"@JeffW008 @danielisdizzy True but nobody is calling for a replacement. All they need is complimentary tech and people can scale with less $NVDA chips. We see this with TPUs continuing to grow in sales and more businesses designing custom chips optimized for their own stacks"
X Link 2026-02-12T22:07Z [--] followers, [--] engagements
"@DudeWhoInvests First time seeing Anthropic's revenue growth. Impressive"
X Link 2026-02-12T22:45Z [--] followers, [---] engagements
"I believe the [--] year mortgage really destroyed the housing market. The bank doesn't need to figure out how much house you can afford anymore they aim to sell you a monthly payment. This increases demand be decreasing loan discretion from perspectives of both buyers and sellers. This causes prices to rise over time. Further I believe a [--] year mortgage would temporarily boost "affordability" but it would increase prices immensely over time. https://twitter.com/i/web/status/2022080519002018064 https://twitter.com/i/web/status/2022080519002018064"
X Link 2026-02-12T22:48Z [--] followers, [--] engagements
"I think the actual narrative for why wall street is bearish on $DUOL is actually the fact that their core business is in a hyper competitive space. $DUOL is essentially competing for time spent on their platform meaning they are trying to compete with Youtube META's family of apps streaming services etc. I'm not convinced and neither is the market that $DUOL's language app is going to be durable here. https://twitter.com/i/web/status/2022149449208967509 https://twitter.com/i/web/status/2022149449208967509"
X Link 2026-02-13T03:22Z [--] followers, [--] engagements
"I don't know when I will choose to actually retire but I want to have the option to partially retire by [--] years old and that is my current target. But financial freedom doesn't mean not working it just means giving yourself the option to choose what you do even when it's not the most optimum for income. It means owning your time. My goal is to own my time by [--]. https://twitter.com/i/web/status/2022154115380580738 https://twitter.com/i/web/status/2022154115380580738"
X Link 2026-02-13T03:41Z [--] followers, [---] engagements
"@DudeWhoInvests Yes but more jobs are being created by AI than destroyed by AI. Especially for building. Maybe this won't be the trend forever but that is the trend today"
X Link 2026-02-13T03:42Z [--] followers, [--] engagements
"@oguzerkan Fintech moving with Fintech"
X Link 2026-02-13T04:22Z [--] followers, [--] engagements
"@Mr_Derivatives Just noticed you're more of a technical trader rather than a fundamental investor"
X Link 2026-02-13T05:47Z [--] followers, [--] engagements
"@Dousek_Equity @QualityInvest5 Yes of course but these events come in cycles. When the cycle shifts $META would likely recapture their share of the market very quickly as they've done every time before. Good point though advertising is a cyclical market"
X Link 2026-02-13T05:56Z [--] followers, [--] engagements
"@jjmcapital @APompliano Doubtful. The government would help stimulate faster than we'd expect to see any meaningful deflation"
X Link 2026-02-14T01:06Z [--] followers, [--] engagements
"Yes disinflation means prices go up at a slower pace. We do not want to target deflation. In a deflationary economy debt becomes more expensive over time putting both the capital markets and the consumer at major risk. The government would also have lower revenue in that environment putting the national debt in a really bad place. The government would not let that happen. https://twitter.com/i/web/status/2022478198886498502 https://twitter.com/i/web/status/2022478198886498502"
X Link 2026-02-14T01:09Z [--] followers, [--] engagements
"@sexycactus22684 @daahhvid @DavidSacks Because we have positive real rates and don't need to be too constrictive. Anyway I'll ask again since you avoided my question. What is your basis for claiming that the BLS is faking economic reports"
X Link 2026-02-14T02:48Z [--] followers, [--] engagements
"@oguzerkan $ADBE is attractive at current valuations but I'm not convinced it's the best deal in the market. If you want something cheap $CROX is a lot cheaper. If you want something growing faster at a great price $FOUR looks like a better deal. $META $BN there's value everywhere"
X Link 2026-02-09T05:44Z [--] followers, [---] engagements
"@DvdndDiplomats Some of these beaten down businesses were trading at astronomical valuations. However there is value to be found here. Personally I added to my $QLYS and $FOUR positions recently. If I had more dry powder I would be buying more $META and $BN alongside them"
X Link 2026-02-11T07:36Z [--] followers, [---] engagements
"@betakm2 @PronkDaniel $META makes up around 30% as my second holding and also has been a staple in my portfolio for years. After that I have [--] small companies making up around 30% $CROX $QLYS $NSSC $FOUR and one arbitrage type holding I may exit soon. $INMD"
X Link 2026-02-11T20:30Z [--] followers, [---] engagements
"@oguzerkan Well this is what happens when companies have massive multiple expansion like $MSFT did at the tail end of [----] and into [----]. They have a period of stagnant share price or a decline. $MSFT is trading around fair value today"
X Link 2026-02-12T09:22Z [--] followers, [---] engagements
"@ConqCook @Ashton_1nvests Okay so what's the actual impact of these 400000+ accounts on revenue and earnings Or are you just slinging numbers"
X Link 2026-02-12T09:35Z [--] followers, [--] engagements
"@TJTheWheelDeal $META. I have other high conviction positions as well but $META is what I would consider a no-brainer"
X Link 2026-02-13T05:22Z [--] followers, [---] engagements
"@jonbrooks Being defensive doesn't mean being 100% in cash. I will say though even if you miss a strong market for a while at least you will walk away with a very valuable lesson. Time in the market beats timing the market"
X Link 2026-02-13T05:42Z [--] followers, [---] engagements
"@Mr_Derivatives Does anyone care about valuation You should read a little about the golden ratio (Peter Lynch's PEG ratio) to better understand how market pricing in the long term actually works"
X Link 2026-02-13T05:46Z [--] followers, [--] engagements
"@iamtomnash brother in [--] years if the market still has this business mispriced I will be surprised but obviously it does happen. For example $TSLA has been overvalued for [--] years now and still trades at a high premium on a PEG basis. Where I will challenge you is why you think $PLTR should trade at higher PEG ratios and do you even acknowledge it is trading for a premium today https://twitter.com/i/web/status/2022187325288030241 https://twitter.com/i/web/status/2022187325288030241"
X Link 2026-02-13T05:53Z [--] followers, [--] engagements
"@QualityInvest5 Absolutely incredible. And most of it is organic expansion of their core business. Even more impressive"
X Link 2026-02-13T05:54Z [--] followers, [---] engagements
"@daahhvid @DavidSacks The entire market follows these numbers. So although you decided for whatever reason that you don't believe in data the market does. Anyway I'm curious what you base your claim that BLS is faking reports"
X Link 2026-02-14T01:14Z [--] followers, [--] engagements
"@m1ndhunter_x @DavidSacks A citizen jobs report You mean different than BLS official data"
X Link 2026-02-14T01:16Z [--] followers, [--] engagements
"@m1ndhunter_x @DavidSacks 20% What are you talking about"
X Link 2026-02-14T01:17Z [--] followers, [--] engagements
"@PronkDaniel $BN is also my largest position. And although I am disappointed by their growth this year I am happy with their guidance and I do think they can hit their targets"
X Link 2026-02-13T07:51Z [--] followers, [---] engagements
"Embrace Failure as Feedback Agency doesn't mean everything will work out perfectly. A budget may break. An investment may go down. Agency is the resilience to learn from these events and adjust your plan rather than give up. Failure is not a verdict; it's data"
X Link 2026-01-26T14:45Z [--] followers, [--] engagements
"Of course they don't. When there is one supplier in a market with high demand that supplier is able to charge massive amounts of premium for their product. This allows $NVDA to sell a chip that should be worth $10k for over $30k. If you rely on this product to grow your own business this puts you at a huge disadvantage. Makes perfect sense"
X Link 2026-02-12T02:16Z [--] followers, [---] engagements
"I wouldn't call this a generational opportunity. You can't be hyperbolic about everything and expect people to take you seriously. $MSFT is trading slightly above their projected future growth. You could argue they are trading at fair value using a PEG ratio but it's a far cry from a generational opportunity today. https://twitter.com/i/web/status/2021878140088594877 https://twitter.com/i/web/status/2021878140088594877"
X Link 2026-02-12T09:24Z [--] followers, [----] engagements
"No we are not at 1%. Inflation is measured on a [--] month basis. I would like to see the reasoning for why people trust trueflation over official BLS reporting because they are never the same read. The fed basis decisions based on official government data so mechanically BLS reports are more accurate and relative than other third party reports. https://twitter.com/i/web/status/2022481564270280719 https://twitter.com/i/web/status/2022481564270280719"
X Link 2026-02-14T01:22Z [--] followers, [--] engagements
"@ftr_investors Between these two $GOOGL. Because $PLTR is trading at such a high premium it reminds me of Cisco back in the early 2000's. If we refuse to learn from history it's doomed to repeat itself"
X Link 2026-02-14T10:29Z [--] followers, [---] engagements
"@PronkDaniel $BN makes up almost 40% of my portfolio and has been my largest holding for years. I aim to keep it that way"
X Link 2026-02-11T06:53Z [--] followers, [--] engagements
"Seeing an acceleration in cloud revenue from the largest market share holder is very bullish for the space. It's crazy that they have such a competitive stack and pricing power at the same time. Excited to see what $BN can do with this expansion in cloud and data center services. https://twitter.com/i/web/status/2021496028407660769 https://twitter.com/i/web/status/2021496028407660769"
X Link 2026-02-11T08:06Z [--] followers, [--] engagements
"@DudeWhoInvests Far cry from the spaghetti memes"
X Link 2026-02-12T12:35Z [--] followers, [--] engagements
"@Ashton_1nvests $BN but $META is a close second and $CROX is so cheap and ignored that it will produce high returns even with little to no growth"
X Link 2026-02-09T04:37Z [--] followers, [---] engagements
"I created Findley's Finance to guide you through each one of these [--] steps. Finance is personal. There is no one size fits all. I give you the questions to ask yourself to help highlight what success means to you. If not today then when Visit https://www.findleysfinance.com https://www.findleysfinance.com"
X Link 2026-01-24T22:13Z [--] followers, [--] engagements
"Financial agency is the belief that you are the primary driver of your financial outcomes. It's about shifting from a passive state of "things happen to me'" to an active state of "I make things happen". You can't control where you started but you do control where you're going"
X Link 2026-01-26T10:59Z [--] followers, [--] engagements
"Theory is good but action is better. This week take a small manageable amount of money. Even $25 or $50 from your paycheck and use it to buy an asset. You've just become an employer of capital and an asset owner. Now you'll be a beneficiary of the economic growth machine"
X Link 2026-01-26T11:23Z [--] followers, [--] engagements
"@Alleninvests @MrMikeInvesting Yes thank you. Attractive is the perfect way to describe $MSFT. Not a generational opportunity"
X Link 2026-02-12T09:25Z [--] followers, [---] engagements
"@Ashton_1nvests $BN. I'm sure yours is $SOFI"
X Link 2026-02-13T03:18Z [--] followers, [---] engagements
"@iamtomnash It's generally reliable to avoid very high premium stocks. In this case the market has been slow to correct it but $PLTR is still trading at astronomical valuations. A ton of their future earnings have already been priced in"
X Link 2026-02-13T05:50Z [--] followers, [---] engagements
"The trap of recency bias: The tendency to place too much importance on recent events causing us to extrapolate recent trends indefinitely into the future ignoring long-term data. The Cost After a strong bull market year an investor goes all-in on stocks assuming high returns will continue forever. Conversely after a market crash they sell everything and go to cash fearing the market will keep dropping. But it's all just noise Look at long term market performance (10 [--] [--] years) to see that market cycles are normal and past performance is not indicative of future results. A consistent"
X Link 2026-02-13T05:59Z [--] followers, [--] engagements
"@GuyTalksFinance I tell people this all the time. I can help you identify the issue but overspending is user error. The only person who can solve that problem is the spender"
X Link 2026-02-14T00:59Z [--] followers, [--] engagements
"Overpaying is the surest path to poor returns even with a great company. During the dot-com bubble of 1999-2000 Cisco was a fantastic high-growth company that dominated its industry much like $PLTR today. Investors caught in the euphoria bid the stock up to a price that was far above any reasonable estimate of its intrinsic value. When the bubble burst the stock price collapsed. The business itself remained excellent but it took over [--] years for the stock price to get back to its [----] peak. Investors who bought at the top ignoring valuation suffered a decade or more of zero returns from one"
X Link 2026-02-14T14:30Z [--] followers, [--] engagements
"If you're struggling to figure out what your philosophy is for investing try asking yourself these questions. It might help a little. Do I enjoy deep analysis and reading 10-Ks Consider Value or Growth at a Reasonable Price (GARP). Am I energized by innovation and trends Consider Growth investing. Do I want simplicity and peace of mind Default to Passive Index investing. Essentially a set it and forget it practice. Can I stay calm when others panic Contrarian strategies might fit your temperament. https://twitter.com/i/web/status/2022730306868924547"
X Link 2026-02-14T17:51Z [--] followers, [--] engagements
"We always praise the most successful people in the market without regard for their mistakes. It's great to follow them and listen to them. But much of their wisdom comes from their biggest mistakes; the ones they could afford to make and teach us what they learned. Here's one of those stories: In [----] Buffett acquired Dexter Shoe Company paying for it with Berkshire Hathaway stock. He judged Dexter to have a durable competitive advantage but it was quickly eroded by cheap foreign competition. The business eventually went to zero. Buffett considers this his worst mistake not just because the"
X Link 2026-02-14T20:45Z [--] followers, [--] engagements
"@TimoVainionpaa $BN and Oaktree always pushing the limits. Love to see it. Hope to see them hit the target next time"
X Link 2026-02-12T12:24Z [--] followers, [---] engagements
"This is a fair point and thank you for the reference. I am curious how much in sales that equates to and if they think it will be replaced. The management team is guiding for 60% in revenue growth. Based on guidance and tone it seems like maybe these [------] memberships are inconsequential to sales. https://twitter.com/i/web/status/2022068074355335255 https://twitter.com/i/web/status/2022068074355335255"
X Link 2026-02-12T21:59Z [--] followers, [--] engagements
"@danielisdizzy $META is my second largest position making up over 33% of my portfolio. If I had more dry powder I would be adding to this already massive position"
X Link 2026-02-12T22:33Z [--] followers, [----] engagements
"@PronkDaniel If I had more cash right now I would be deploying it into $META $QLYS and $FOUR"
X Link 2026-02-12T22:43Z [--] followers, [---] engagements
"@DudeWhoInvests Walmart trades at a high valuation most of the time though. It never makes sense. Same with Coca Cola. IMO"
X Link 2026-02-14T05:38Z [--] followers, [---] engagements
"Intrinsic value is the true underlying value of a business based on its ability to generate cash for its owners over its lifetime. It is a fundamental concept that separates investing from speculation. Price is what you pay for a stock on any given day driven by market sentiment supply and demand. Value is what the underlying business is actually worth. A successful investor understands that these two can be very different"
X Link 2026-02-14T13:02Z [--] followers, [--] engagements
"For those who need help finding someone to learn from that fits their investment philosophy here's a few ideas. Screen shot taken from https://www.findleysfinance.com https://www.findleysfinance.com"
X Link 2026-02-14T16:09Z [--] followers, [--] engagements
"If you're an active investor in the markets make sure you understand where your bias stands. Review these [--] fallacies to increase your self awareness: - Confirmation Bias - Narrative Fallacy - Loss Aversion - FOMO (Fear Of Missing Out) - Overconfidence Bias - Action Bias - Anchoring Bias - Recency Bias - Survivorship Bias The two I've witnessed the most so far on x are FOMO and recency bias. Are you affected by any of these I was when I first started. https://twitter.com/i/web/status/2022747419365220527 https://twitter.com/i/web/status/2022747419365220527"
X Link 2026-02-14T18:59Z [--] followers, [--] engagements
"@danielisdizzy $AAPL is an iterator not an innovator. They do what they can to protect their moat and they never veer outside of that. I wouldn't expect anything breakthrough coming from them"
X Link 2026-02-14T21:58Z [--] followers, [---] engagements
"@SPXSatoshi On a PEG basis $AMZN because future growth is higher and they trade at a lower valuation. $NFLX is still overpriced"
X Link 2026-02-14T21:59Z [--] followers, [--] engagements
"True. It's simple but not easy. I've started reading a new book called the millionaire fast lane. It's not what I expected and it's refreshing to hear a new perspective on things. He calls what you're describing as the slow lane. I also prescribe to the slow lane but am working on a few projects in an attempt to learn how to be an entrepreneur. https://twitter.com/i/web/status/2022793367126720723 https://twitter.com/i/web/status/2022793367126720723"
X Link 2026-02-14T22:01Z [--] followers, [--] engagements
"@ondrejslunecko 5% is not solid top line growth for a business trading at 4x price to sales and over [--] P/E. Flat forecast is even worse"
X Link 2026-02-03T23:06Z [--] followers, [--] engagements
"@Ranofty @APompliano And the data isn't even obscure. The numbers tell a very clear story. Scott Bessent tells a very clear story. The negative narration around it isn't grounded in facts or data. It's grounded in political bias"
X Link 2026-02-04T22:42Z [--] followers, [--] engagements
"A budget isnt about spending less its about spending better. The magic is in cutting what doesnt matter so you can double down on what does. Most budgets fail because they create guilt or take too much work. Create a plan that's most sustainable rather than most optimal"
X Link 2026-01-26T17:00Z [--] followers, [---] engagements
"Step 7: Plan Your Retirement Income Consider various different income streams: - Rental income - Qualified dividends - Pension income - Forced income like RMD's - Social security - Realized capital gains Create a consolidated tax-smart plan to maximize plan longevity"
X Link 2026-01-24T22:13Z [--] followers, [--] engagements
"Have you ever looked at the real impact of management fee's (Fee analyzer tool on https://www.findleysfinance.com https://www.findleysfinance.com"
X Link 2026-01-24T22:25Z [--] followers, [--] engagements
"The cost of inaction isn't just missed opportunity; it's money time and freedom"
X Link 2026-01-26T11:03Z [--] followers, [--] engagements
"Set one small achievable goal Momentum is powerful. Instead of being overwhelmed set one small concrete goal like "I will save $100 in a separate account this month." Achieving it builds confidence and proves you can take control of your life"
X Link 2026-01-26T15:10Z [--] followers, [--] engagements
"Don't subject yourself to an external locus of control. I'm referring to people with the mindset that blames outside forces for financial struggles. "The market is rigged" "I'll never get ahead" "It's impossible to save." This leads to inaction and a feeling of powerlessness"
X Link 2026-01-26T11:01Z [--] followers, [--] engagements
"Most people go to school get a job and work for money. The wealthy acquire assets that generate money for them. Every dollar you save and invest is like putting a tiny financial employee to work. Be an employer of capital not an employee of capital"
X Link 2026-01-26T15:45Z [--] followers, [--] engagements
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/creator/twitter::FindleysFinance