# ![@Fred_Abyss Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1765291505072136193.png) @Fred_Abyss Abyss

Abyss posts on X about googl, business, asml, posts the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1765291505072136193/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1765291505072136193/c:line/m:interactions.svg)

- [--] Week [-----] +3,038%
- [--] Month [-----] -93%
- [--] Months [-------] +0.88%
- [--] Year [-------] +86%

### Mentions: [--] [#](/creator/twitter::1765291505072136193/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1765291505072136193/c:line/m:posts_active.svg)

- [--] Months [--] -82%
- [--] Year [---] -47%

### Followers: [---] [#](/creator/twitter::1765291505072136193/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1765291505072136193/c:line/m:followers.svg)

- [--] Week [---] +1.10%
- [--] Month [---] +1.40%
- [--] Months [---] +27%
- [--] Year [---] +153%

### CreatorRank: [---------] [#](/creator/twitter::1765291505072136193/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1765291505072136193/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[technology brands](/list/technology-brands)  21.15% [stocks](/list/stocks)  18.27% [finance](/list/finance)  18.27% [celebrities](/list/celebrities)  5.77% [automotive brands](/list/automotive-brands)  3.85% [gaming](/list/gaming)  3.85% [social networks](/list/social-networks)  3.85% [products](/list/products)  1.92% [travel destinations](/list/travel-destinations)  1.92% [countries](/list/countries)  0.96%

**Social topic influence**
[googl](/topic/googl) #53, [business](/topic/business) 12.5%, [asml](/topic/asml) #44, [posts](/topic/posts) #371, [money](/topic/money) 6.73%, [elon musk](/topic/elon-musk) 5.77%, [buying](/topic/buying) 5.77%, [$ntdoy](/topic/$ntdoy) 5.77%, [in the](/topic/in-the) 4.81%, [$googl](/topic/$googl) 4.81%

**Top accounts mentioned or mentioned by**
[@dimitrynakhla](/creator/undefined) [@qualityinvest5](/creator/undefined) [@elonmusk](/creator/undefined) [@hoomansv](/creator/undefined) [@fiscalai](/creator/undefined) [@jbulltard1](/creator/undefined) [@pronkdaniel](/creator/undefined) [@dividendology](/creator/undefined) [@mikefritzell](/creator/undefined) [@ruchernchong](/creator/undefined) [@discussingfilm](/creator/undefined) [@bigbullcap](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@ccmbrett](/creator/undefined) [@thomasslabbers](/creator/undefined) [@sama](/creator/undefined) [@xmuse](/creator/undefined) [@divestech](/creator/undefined) [@rapidresponse47](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Spotify Technology (SPOT)](/topic/$spot) [IBM (IBM)](/topic/ibm) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/$tsla) [Msci Inc (MSCI)](/topic/$msci)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@DimitryNakhla Love these kinds of posts. We know that these are high quality companies but you really have a thing in highlighting the fundamentals and numbers. Great post Btw the MSCI change is INSANE wow. Really torn in adding this to my Pf as a SPGI shareholder"  
[X Link](https://x.com/anyuser/status/1942313181772132791)  2025-07-07T20:02Z [---] followers, [---] engagements


"@DimitryNakhla Pure insanity WOW"  
[X Link](https://x.com/Fred_Abyss/status/2021227475947212816)  2026-02-10T14:19Z [---] followers, [---] engagements


"@QualityInvest5 Guess I did all those GOOGL HAS BECOME IBM posters wrong. I want GOOGL to be IBM looking at the 5Y chart"  
[X Link](https://x.com/anyuser/status/1943310656662372420)  2025-07-10T14:05Z [---] followers, [---] engagements


"@DimitryNakhla Fantastic business. For me in the top [--] businesses. Are you planning on making a quality valuation analysis about MSCI anytime soon"  
[X Link](https://x.com/anyuser/status/1946208220076183937)  2025-07-18T13:59Z [---] followers, [---] engagements


"I also like that in comparison to other high quality companies like V MA and SPGI it has a relatively small market cap which I also like about Fico. Not really rational I know but still gives the feeling it can do a 10-15% CAGR for a very very long time while also growing dividends for the next decades. Feels like buffets KO and AXP of this generation"  
[X Link](https://x.com/anyuser/status/1946250702852149349)  2025-07-18T16:48Z [---] followers, [---] engagements


"@QualityInvest5 Yeah completely ridiculous stuff. But in a market where you have a predictable business like ASML and UBER trading at potential 20% CAGRs next 5y difficult buy"  
[X Link](https://x.com/anyuser/status/1954599248844005429)  2025-08-10T17:42Z [---] followers, [----] engagements


"@DimitryNakhla This guy I just the best of the best for me. Like he really lives by the big money is in the waiting words"  
[X Link](https://x.com/anyuser/status/1956103340527346051)  2025-08-14T21:19Z [---] followers, [---] engagements


"I have seen a lot of discussion about GOOGL recently. I genuinely see the appeal of trimming the stock to look for better opportunities elsewhere especially if you have a great track record like @QualityInvest5 in spotting asymmetrical bets early (GOOGL ASML UBER etc.). I know a lot of people doubling their money with especially ASML after seeing his posts and fantastic videos. That said I still own GOOGL as my biggest holding and have some thoughts on why I agree with the market re-rating it to a higher multiple than its historical average. Besides the core business Search accelerating the"  
[X Link](https://x.com/Fred_Abyss/status/2022628036697362641)  2026-02-14T11:04Z [---] followers, [----] engagements


"Agreed. It also lost the [---] week moving average in pre market. I think this was like an amplifier of the sell off. I think this will stabilise soon. The debt ratings business is a massive anchor for the company and provides a massive margin of safety of whatever the market intelligence business will end up doing next 5y https://twitter.com/i/web/status/2021229150170677558 https://twitter.com/i/web/status/2021229150170677558"  
[X Link](https://x.com/Fred_Abyss/status/2021229150170677558)  2026-02-10T14:25Z [---] followers, [---] engagements


"@CCM_Brett @MikeFritzell This reminds me of the movie industry especially when the family movies like Inside Out Stitch or Moana look weak in the pre-sales and everybody is suddenly surprised that they break records and do $1B+ in the box office. Google search data thats a nice one. lol"  
[X Link](https://x.com/Fred_Abyss/status/2021272677416071328)  2026-02-10T17:18Z [---] followers, [--] engagements


"I have seen a lot of discussion about GOOGL recently. I genuinely see the appeal of trimming the stock to look for better opportunities elsewhere especially if you have a great track record like @QualityInvest5 in spotting asymmetrical bets early (GOOGL ASML UBER etc.). I know a lot of people doubling their money with especially ASML after seeing his posts and fantastic videos. That said I still own GOOGL as my biggest holding and have some thoughts on why I agree with the market re-rating it to a higher multiple than its historical average. Besides the core business Search accelerating the"  
[X Link](https://x.com/Fred_Abyss/status/2022623921590169651)  2026-02-14T10:48Z [---] followers, [--] engagements


"@ruchernchong @QualityInvest5 Yeah exactly. If you have a winner in the portfolio and the fundamentals keep compounding its more often than not better to do nothing imo. I really like the Buffett Munger playbook of not interrupting compounding unnecessarily and to see yourself as an owner of the business"  
[X Link](https://x.com/Fred_Abyss/status/2022629490732732735)  2026-02-14T11:10Z [---] followers, [--] engagements


"@hoomansv I cant believe it LOOOOOL. I mean dude is like the biggest TSLA fanboy. His world is in pieces now. Now we need Sundar Pichai to denounce Dividend Dude and this day is perfect"  
[X Link](https://x.com/Fred_Abyss/status/1942618341761302817)  2025-07-08T16:14Z [---] followers, [----] engagements


"@DimitryNakhla Wow ASML if they can deliver that the stock will approach $1000 again very soon"  
[X Link](https://x.com/anyuser/status/1942618947909804175)  2025-07-08T16:17Z [---] followers, [---] engagements


"@DimitryNakhla I agree I think the business will be more than fine long term. They have one of the strongest moats and the moat is not just going to break because of some headwinds this is exactly what a moat is for. May take some time but this one is for the long game"  
[X Link](https://x.com/anyuser/status/1943310977937690744)  2025-07-10T14:06Z [---] followers, [----] engagements


"This is my current portfolio as of July [--] [----]. The position sizing is more or less a reflection of my conviction in each stock but also a reflection of what I think about their valuation. I expect Alphabet to be my biggest position over the medium term. I have a very high conviction regarding the future of cloud computing which is why I own the top [--] players: $GOOGL $AMZN $MSFT. I think GOOGL is massively undervalued AMZN is undervalued and MSFT is currently fairly valued for its position as a "Tech-ETF" but I wouldn't add at the moment. $DIS is a stock that gets a lot of bad sentiment"  
[X Link](https://x.com/anyuser/status/1943668268545282267)  2025-07-11T13:46Z [---] followers, [----] engagements


"@DimitryNakhla I am convinced that GOOGL is a stock where even the bear case makes money. I think we will look back in [--] months and confirm that GOOGL was a good investment at $180. Great analysis of one of my biggest portfolio positions. Thanks"  
[X Link](https://x.com/Fred_Abyss/status/1943913857489285424)  2025-07-12T06:02Z [---] followers, [---] engagements


"@Thomasslabbers Dude never heard of GOOGL AMZN and MSFT before"  
[X Link](https://x.com/Fred_Abyss/status/1943914503709552930)  2025-07-12T06:05Z [---] followers, [---] engagements


"@sama Is there even anybody left for this working hard thing You are losing top talent mainly because of money but also because Meta is offering them to work on an open source model which will be available for the public. Which was OpenAIs original mission before you got greedy"  
[X Link](https://x.com/Fred_Abyss/status/1943915440830656867)  2025-07-12T06:08Z [---] followers, [----] engagements


"@xmuse_ Wow loved that. Great work my favorite historical figure"  
[X Link](https://x.com/Fred_Abyss/status/1943961188183757294)  2025-07-12T09:10Z [---] followers, [---] engagements


"@DivesTech @elonmusk Damn I need a wife who's as loyal to me as Dan is to $TSLA and @elonmusk"  
[X Link](https://x.com/Fred_Abyss/status/1944685053818110298)  2025-07-14T09:07Z [---] followers, [---] engagements


"@RapidResponse47 @POTUS I mean ask an outsider who has no idea about both sports which one would be called football"  
[X Link](https://x.com/anyuser/status/1944687000444871003)  2025-07-14T09:14Z [---] followers, [----] engagements


"@appltrack @markgurman Can't wait to pre-order the new iPhone [----] in September"  
[X Link](https://x.com/Fred_Abyss/status/1944688072450326699)  2025-07-14T09:19Z [---] followers, [----] engagements


"@elonmusk I am sure your new AI Girlfriend thing will help increasing birth rates"  
[X Link](https://x.com/Fred_Abyss/status/1944846664067637634)  2025-07-14T19:49Z [---] followers, [--] engagements


"@DimitryNakhla Will look like a massive buying opportunity once people realise that the latest news wont have any material influence on their 5y performance. At least this is what I think"  
[X Link](https://x.com/Fred_Abyss/status/1945228759218417922)  2025-07-15T21:07Z [---] followers, [---] engagements


"@DimitryNakhla @BarrySchwartzBW Great insights. Fantastic post. You are really on fire currently with your posts Tremendous value in following your account"  
[X Link](https://x.com/Fred_Abyss/status/1945229266951496179)  2025-07-15T21:09Z [---] followers, [---] engagements


"People are too short term focused. A lot are pointing out Q3 Guidance and some Macro warnings for [----]. While the most important thing is that they are still keeping their [----] guidance. With every quarter they keep the [----] guidance it becomes more predictable imo. And that will cause high teens CAGR from todays perspective if they can achieve it"  
[X Link](https://x.com/Fred_Abyss/status/1945379417259434479)  2025-07-16T07:06Z [---] followers, [----] engagements


"@DiscussingFilm Great casting well done Nintendo"  
[X Link](https://x.com/Fred_Abyss/status/1945466825266835664)  2025-07-16T12:53Z [---] followers, [----] engagements


"@SawyerMerritt Funny thing is Waymo is just a side note for GOOGL investors. Even Tesla investors are talking more about Waymo than GOOGL investors"  
[X Link](https://x.com/anyuser/status/1945883578241253419)  2025-07-17T16:29Z [---] followers, [----] engagements


"@mply_cap Fantastic portfolio"  
[X Link](https://x.com/Fred_Abyss/status/1945932910365704275)  2025-07-17T19:45Z [---] followers, [---] engagements


"Thanks for your feedback. I was also thinking its about fair value right now. Of course it has a premium but I think its justified considering that it has a wide moat secular trend going on and of course maximum predictability. I think this is one of those business that will always look expensive in the present and cheap in hindsight (like MA/V/SPGI/MCO)"  
[X Link](https://x.com/Fred_Abyss/status/1946218495299244336)  2025-07-18T14:40Z [---] followers, [---] engagements


"@QualityInvest5 Its often forgotten since V and MA area be the highest quality of all businesses. But AXP is still a fantastic quality business and likely to compound for years to come"  
[X Link](https://x.com/anyuser/status/1946450830065848652)  2025-07-19T06:03Z [---] followers, [---] engagements


"@gunsnrosesgirl3 Why does everything need to be posted for social media Next time this brave dude could just assume its another social media prank. You wont get people to be brave and moral through TikTok videos. Opposite will happen"  
[X Link](https://x.com/Fred_Abyss/status/1946473371895517324)  2025-07-19T07:33Z [---] followers, [---] engagements


"@QualityInvest5 more YT Music than expected tbh"  
[X Link](https://x.com/anyuser/status/1946612129483633056)  2025-07-19T16:44Z [---] followers, [---] engagements


"@QualityInvest5 Its a better deal than in April. I mean all those naysayers and GOOGL shareholders that regret buying are now super bullish suddenly. So it has to be a better deal right now"  
[X Link](https://x.com/Fred_Abyss/status/1947650773510459791)  2025-07-22T13:31Z [---] followers, [---] engagements


"@DimitryNakhla $MSCI wow. nearly -10% in one day. This is really not that common with those high quality predictable stocks. Buying opportunity imo. This thing will continue do compound fundamentals for the next decade"  
[X Link](https://x.com/anyuser/status/1947919180923052427)  2025-07-23T07:18Z [---] followers, [---] engagements


"@DiscussingFilm This is exactly why modern society needs rules for everything. We wouldnt need as many rules and laws as we have if common sense would still be a thing"  
[X Link](https://x.com/Fred_Abyss/status/1947946502237913447)  2025-07-23T09:06Z [---] followers, [----] engagements


"@DimitryNakhla I 100% agree. This was exactly the final push to buy the stock. It's now at a point where the multiple is reasonable for the growth quality & predictability you get from the business. From here you should have about the EPS growth + Dividends as returns. So 12% or more CAGR"  
[X Link](https://x.com/Fred_Abyss/status/1948007173352538535)  2025-07-23T13:07Z [---] followers, [---] engagements


"@MarvelStudios Wow absolutely no chemistry whatsoever"  
[X Link](https://x.com/Fred_Abyss/status/1948008015573254311)  2025-07-23T13:11Z [---] followers, [---] engagements


"@jbulltard1 @dronamraju idk about GOOGL being "Junk" mate. Agreed on TSLA lol"  
[X Link](https://x.com/Fred_Abyss/status/1948014432090751173)  2025-07-23T13:36Z [---] followers, [---] engagements


"@schobbaros @DimitryNakhla "less likely""  
[X Link](https://x.com/Fred_Abyss/status/1948052737091858535)  2025-07-23T16:09Z [---] followers, [--] engagements


"@QualityInvest5 He is not the only one. Content creators with posts and videos in April that GOOGL became unpredictable and its a much worse investment than AMZN etc are now suddenly back in bullish mode as well. They all pretend to be temperate rational investors until the sentiment shifts"  
[X Link](https://x.com/Fred_Abyss/status/1948256550675423566)  2025-07-24T05:38Z [---] followers, [---] engagements


"@Invesquotes Im buying [--] more shares immediately if Sydney Sweeney poses on an ASML machine"  
[X Link](https://x.com/anyuser/status/1948366389053465057)  2025-07-24T12:55Z [---] followers, [---] engagements


"@WraithOptic This is not accurate in my opinion. No one will remember hawk tuah girl and whoever that other dudes are 10-20-50-100y from now. Its just an internet bubble thing. Alexander the Great He is still being studied [----] years later"  
[X Link](https://x.com/Fred_Abyss/status/1949732164561473699)  2025-07-28T07:22Z [---] followers, [----] engagements


"After we established that Sydney Sweeney has great jeans can we now integrate her as a visual and voice model for Google Gemini I don't know what else could possibly move this stock if that earnings report wasnt enough. $GOOGL"  
[X Link](https://x.com/anyuser/status/1949902029666865516)  2025-07-28T18:37Z [---] followers, [---] engagements


"@signulll Of course you work in HR we could already tell from your LinkedIn type of post"  
[X Link](https://x.com/anyuser/status/1950474279973429718)  2025-07-30T08:31Z [---] followers, [---] engagements


"@DimitryNakhla This will be at $250 soon and retail will look back at the $140s and ask themselves why they didnt buy"  
[X Link](https://x.com/Fred_Abyss/status/1950585249361969198)  2025-07-30T15:52Z [---] followers, [---] engagements


"@QuiverQuant Ofc she supports the bill AFTER she made several hundred millions. At least that way she probably stays the most successful investor of all time. I mean probably nobody has her hit rate"  
[X Link](https://x.com/Fred_Abyss/status/1950635213249274348)  2025-07-30T19:10Z [---] followers, [----] engagements


"@MMoney642 This is just the birth of a new meme stock (with a solid underlying business but valuation is a generational joke)"  
[X Link](https://x.com/anyuser/status/1950999364610236462)  2025-07-31T19:17Z [---] followers, [---] engagements


"I dont think that we can already tell about game sells. Mario Kart was the big selling point and this one was bundled. Also a lot of gamers are enjoying their old games with the upgrades like both Zelda games got. Bananza released in July so after the quarter and many big third party are still to be launched as well. Most of the released third party games are no draws especially not 2-5year old games"  
[X Link](https://x.com/Fred_Abyss/status/1951210553642291509)  2025-08-01T09:17Z [---] followers, [---] engagements


"@BradoCapital ASML is down because management is completely incompetent when it comes to shareholder management. Stock price will eventually follow fundamentals but this price action is 100% on management imo"  
[X Link](https://x.com/anyuser/status/1951244011307511836)  2025-08-01T11:29Z [---] followers, [---] engagements


"@QualityInvest5 Every single time when you buy a high quality on a dip you have those bears all over the place. Everyone wants to buy high quality at fair or cheap prices. But once they get to those attractive valuations people are too afraid to make that swing because of the sentiment"  
[X Link](https://x.com/Fred_Abyss/status/1952290411856429399)  2025-08-04T08:48Z [---] followers, [---] engagements


"@QualityInvest5 @byte8alchemist Damn. This is bad"  
[X Link](https://x.com/Fred_Abyss/status/1952398283311349899)  2025-08-04T15:56Z [---] followers, [---] engagements


"@DimitryNakhla Love those posts mate. Always great for inspiration and ideas"  
[X Link](https://x.com/Fred_Abyss/status/1952759623741526363)  2025-08-05T15:52Z [---] followers, [---] engagements


"@DimitryNakhla I searched for $BN in your account & found that you said [--] that it doesnt fit your high quality criteria. I was wondering if this is still your current opinion I DD the company currently while its hard to understand its clear that mngmnt has a fantastic track record so far"  
[X Link](https://x.com/Fred_Abyss/status/1952761008537079889)  2025-08-05T15:57Z [---] followers, [---] engagements


"@DimitryNakhla A Chris Hohn like business. High barriers to entry predictable revenue through sales and service reliability and reputation more important than pricing. A fantastic business"  
[X Link](https://x.com/Fred_Abyss/status/1952813969133191524)  2025-08-05T19:28Z [---] followers, [---] engagements


"@fiscal_ai Once AI replaced HR Workforce there will be no one left posting cringy stuff that never happened posts in LinkedIn"  
[X Link](https://x.com/Fred_Abyss/status/1952829082724647018)  2025-08-05T20:28Z [---] followers, [---] engagements


"@StockMKTNewz Say what you want about PLTR but those guys gave the public and retail a chance to make big money and be part of the success story (however it will end). OpenAI will only make PE and the management team rich when they eventually use the public as exit liquidity"  
[X Link](https://x.com/anyuser/status/1952956931741532485)  2025-08-06T04:56Z [---] followers, [---] engagements


"@PronkDaniel I just opened my first starter position at 7% before the earnings. I am down but I dont really care that much. $70 or $60 will hardly matter at all 5-10y from now. This is still great value imo and if the price goes down further its just a great time to accumulate"  
[X Link](https://x.com/Fred_Abyss/status/1953569182055850338)  2025-08-07T21:29Z [---] followers, [----] engagements


"@ruth_capital Buying on the 3rd day if interested or after [--] days so buying in the 4th day or later The day of the drop included in counting I need to learn more about this method lol"  
[X Link](https://x.com/Fred_Abyss/status/1953600618599256075)  2025-08-07T23:34Z [---] followers, [---] engagements


"@dividendology This has to be a money laundering scheme"  
[X Link](https://x.com/Fred_Abyss/status/1953601039061352748)  2025-08-07T23:35Z [---] followers, [---] engagements


"I appreciate those kind of posts so much This is really helping $V is one of the absolute best businesses in the world. Elite Category. The more long term you plan with it the less important the valuation today becomes. I don't know many businesses where I am absolutely certain it will be around 10-20-25 years from now. $V is one of them"  
[X Link](https://x.com/anyuser/status/1953853344918741400)  2025-08-08T16:18Z [---] followers, [---] engagements


"@hoomansv No we wait until those guys are pushing the company to $240 before we dump it to them"  
[X Link](https://x.com/Fred_Abyss/status/1953853795613450615)  2025-08-08T16:20Z [---] followers, [---] engagements


"@hoomansv Yep agrees. I also think a lot of taking gains at this magical $200. Considering that US administration completely destroyed the $ this year GOOGL and AMZN is even more worse than it already looks like"  
[X Link](https://x.com/Fred_Abyss/status/1953938390291775979)  2025-08-08T21:56Z [---] followers, [---] engagements


"@dividendology Not even including dividends and buybacks right"  
[X Link](https://x.com/Fred_Abyss/status/1954559168163000628)  2025-08-10T15:03Z [---] followers, [----] engagements


"@PronkDaniel I think this is more that people are thinking it's approaching reasonable levels especially if the recent news doesn't materialise in top and bottom line impact. It's definitely not a cheap stock but I think it's not a bad price for a start position"  
[X Link](https://x.com/anyuser/status/1954566860717936970)  2025-08-10T15:33Z [---] followers, [---] engagements


"3 listed Services are open to the public you can just book and use it. [--] is open to influencers that pledged loyalty to the company and its cultist leader whatever comes. [--] Businesses are expanding and growing one business always has to add a "subject to regulatory approval". This is not a serious comparison no way"  
[X Link](https://x.com/Fred_Abyss/status/1954568688213930143)  2025-08-10T15:41Z [---] followers, [--] engagements


"@PronkDaniel Fair enough. I think it's also a lot of FOMO. People saw Fico going up from $800 to $2400 within [--] years and now they are afraid to miss the boat "again""  
[X Link](https://x.com/anyuser/status/1954579782093472112)  2025-08-10T16:25Z [---] followers, [---] engagements


"@hoomansv Now do VOO. and consider that VOO takes [--] minute to research and setup"  
[X Link](https://x.com/Fred_Abyss/status/1954597918427746780)  2025-08-10T17:37Z [---] followers, [----] engagements


"@dividendology Insane opportunity for outsized returns while still buying a quality dividend compounder. Wow"  
[X Link](https://x.com/Fred_Abyss/status/1954619426541564223)  2025-08-10T19:02Z [---] followers, [---] engagements


"$AMZN vs $T vs $KO on the 5y chart. Maybe Dividend investing isn't that bad actually Absolutely mind-blowing chart"  
[X Link](https://x.com/anyuser/status/1954667273559724067)  2025-08-10T22:12Z [---] followers, [----] engagements


"Coming back to this Quality Valuation. CRM is now there. $235 should provide a substantial MoS just as you said and from here even 24PE should provide a 14% CAGR. This likely beats the market. If I am not mistaken even a [--] exit PE nets a 10.5% CAGR. 22PE for a company that grown revenues every single year and in [--] of the last [--] quarters This looks like a deal"  
[X Link](https://x.com/anyuser/status/1955682251624067531)  2025-08-13T17:25Z [---] followers, [---] engagements


"@BigBullCap Of course they guy with an addiction for attention cant let that Perplexity Clown have it for himself"  
[X Link](https://x.com/Fred_Abyss/status/1956345294074859781)  2025-08-15T13:20Z [---] followers, [---] engagements


"@malpatta1 @BigBullCap in my opinion the market dislikes uncertainty more than they dislike bad news"  
[X Link](https://x.com/Fred_Abyss/status/1956610831220699290)  2025-08-16T06:55Z [---] followers, [--] engagements


"@MomAngtrades Every Buffett or Munger quote from retail investors taking out of context for confirmation bias"  
[X Link](https://x.com/Fred_Abyss/status/1956694303213854940)  2025-08-16T12:27Z [---] followers, [--] engagements


"@elonmusk How much GPUs does it need to get rid of the millions of bot accounts"  
[X Link](https://x.com/Fred_Abyss/status/1956732218803355851)  2025-08-16T14:58Z [---] followers, [---] engagements


"@elonmusk Ridiculous. The feud with Trump broke him"  
[X Link](https://x.com/Fred_Abyss/status/1957028990163587539)  2025-08-17T10:37Z [---] followers, [----] engagements


"@ConquestXVI @elonmusk Or the bot issue on x"  
[X Link](https://x.com/anyuser/status/1957045931112559002)  2025-08-17T11:44Z [---] followers, [--] engagements


"Considering that this is only YT ads vs NFLX whole business its shouldnt even be close between YT and NFLX. NFLX is an absolute premium company but YT is a Behemoth and completely under appreciated within the GOOGL conglomerate. And GOOGL is not even trying to push it they just released a Spotify App in Waymo cars before there is even a YT app"  
[X Link](https://x.com/Fred_Abyss/status/1957102239383683570)  2025-08-17T15:28Z [---] followers, [----] engagements


"@zoomyzoomm Great that you found that out before Chris Hohn or Ackman"  
[X Link](https://x.com/Fred_Abyss/status/1957105339247034470)  2025-08-17T15:40Z [---] followers, [----] engagements


"@Cashflowfarming @zoomyzoomm Yeah also funny that Einstein who pointed out that TCI trimmed GOOGL and ofc left out that he bought MSFT aggressively lol"  
[X Link](https://x.com/Fred_Abyss/status/1957300082677785002)  2025-08-18T04:34Z [---] followers, [--] engagements


"@DimitryNakhla Ofc [--] forward PE sounds expensive. But considering historical multiples and that the mortgages are still in a cyclical downturn this is probably around fair value and I love to buy those top tier stocks at fair value"  
[X Link](https://x.com/Fred_Abyss/status/1957524637673496994)  2025-08-18T19:26Z [---] followers, [---] engagements


"@fiscal_ai No moat and almost no organic growth. Value trap"  
[X Link](https://x.com/Fred_Abyss/status/1957559077535367307)  2025-08-18T21:43Z [---] followers, [----] engagements


"@FishtownCap Well written by someone who has no idea WTF he is talking about"  
[X Link](https://x.com/Fred_Abyss/status/1958253820477047189)  2025-08-20T19:44Z [---] followers, [---] engagements


"@QualityInvest5 people are complaining about egg prices when groceries shopping and this dude really thinks people give a single fuck where their iPhone was assembled. Like parents would pay $500 more PER iPhone because of an American flag on the packaging. Completely disconnected from reality"  
[X Link](https://x.com/Fred_Abyss/status/1958288327653708015)  2025-08-20T22:01Z [---] followers, [---] engagements


"@kabrutusrambo There is just a Ubisoft missing between other and game. Ubisoft is a train wreck"  
[X Link](https://x.com/Fred_Abyss/status/1958288712640364939)  2025-08-20T22:03Z [---] followers, [----] engagements


"@elonmusk So basically Ani will motivate us to go you and meet real women to make children So why are you posting here in seductive or straight out half naked movements all the time You completely lost the plot man"  
[X Link](https://x.com/Fred_Abyss/status/1958540666411040771)  2025-08-21T14:44Z [---] followers, [---] engagements


"@GiaMMacool Nothing screams was raised without a real father figure more than a girl saying all men are the same"  
[X Link](https://x.com/Fred_Abyss/status/1958541226094788650)  2025-08-21T14:46Z [---] followers, [----] engagements


"@RepMTG Maybe you should learn and train to read first"  
[X Link](https://x.com/Fred_Abyss/status/1959673323350262163)  2025-08-24T17:45Z [---] followers, [--] engagements


"@DimitryNakhla My biggest conviction in the tech sector. MSFT is the best company dont get me wrong but GOOGL valuation absolutely makes no sense to me. If this thing re-rates like meta to the mid 20s or high 20s PE it has insane potential for returns"  
[X Link](https://x.com/Fred_Abyss/status/1960419572198121853)  2025-08-26T19:10Z [---] followers, [---] engagements


"@jbulltard1 They are going to buy Peloton or some pseudo tech shit like that"  
[X Link](https://x.com/anyuser/status/1960420174512652441)  2025-08-26T19:12Z [---] followers, [--] engagements


"Thanks for taking your time to respond to my question. Very high quality response also I agree with your view about the neutral third party. I am currently researching their other competitors in the open internet CTV and App-ads market. As you also mentioned I think having Jeff Green as leader is also a valuable advantage. Will you post your DD on x I would be very happy to read it"  
[X Link](https://x.com/Fred_Abyss/status/1960435741772931504)  2025-08-26T20:14Z [---] followers, [---] engagements


"@QualityInvest5 Buy more ASML UBER GOOGL. They are STILL misunderstood. What if the next UBER or GOOGL is UBER or GOOGL"  
[X Link](https://x.com/anyuser/status/1960924940607090763)  2025-08-28T04:38Z [---] followers, [---] engagements


"@joecarlsonshow Why dont you just sell CRM and consolidate this into ASML GOOGL or any other of your [--] holdings to make that position more meaningful Like Dev Kantesaria (and Buffett/Ackman) said why would you buy your 17th best idea"  
[X Link](https://x.com/anyuser/status/1960927198841594009)  2025-08-28T04:47Z [---] followers, [----] engagements


"@jbulltard1 100% Agree. And the same could be said for Youtube Premium. Like I am using Youtube a lot on my TV so getting rid of ads AND having a dedicated Music app as well. yeah thats my bear case for $SPOT"  
[X Link](https://x.com/anyuser/status/1961060948195578247)  2025-08-28T13:38Z [---] followers, [---] engagements


"@joecarlsonshow I would sell everything below 5% and consolidate to the best ideas"  
[X Link](https://x.com/Fred_Abyss/status/1961163738813534614)  2025-08-28T20:27Z [---] followers, [----] engagements


"Yes The capex is actually not even the worst part here for competitors a lot of companies and nations could afford that especially over several years. But people are completely missing that its not even just an ASML Machines Monopoly its also that ASML owns critical suppliers (which are monopolies as well) outright or have a major stake in them. And lets say you manage to replicate all of that in 5-10 years. Now you have to face the situation that there is not even handful of potential customers at scale and those customers are ALL stakeholders in ASML and have DECADES of partnership with"  
[X Link](https://x.com/anyuser/status/1963226553245925584)  2025-09-03T13:04Z [---] followers, [----] engagements


"$NTDOY has seen a massive pullback from all-time highs. I think it's finally time to load up again. But let's dive into the reasons for the pullback. In my opinion there are three main reasons for the current stock price action. Let's break them down in this thread"  
[X Link](https://x.com/Fred_Abyss/status/2002739809346023662)  2025-12-21T13:55Z [---] followers, 15.7K engagements


"$NTDOY is down again today. With a $76B market cap and a $62B enterprise value the stock is essentially becoming an asset play. What is the company worth in assets Brand: The name Nintendo in itself is a brand and stands for high quality products. The Apple of the video game industry. They can charge full price for games that are years old because their quality is industry leading and their art style timeless. Content: A 40-year back catalogue of successful video games and an expanding movie business. People are still asking for remakes and ports of games that are decades old. Asset"  
[X Link](https://x.com/Fred_Abyss/status/2003115466466775324)  2025-12-22T14:48Z [---] followers, 13K engagements


"Nintendo $NTDOY is one of the very few companies that actually gets paid to advertise. Lets explore what I mean by that. Nintendo has a massive flywheel in motion whenever it releases content. The most similar company in this regard is The Walt Disney Company. There are many examples of how this flywheel works for Nintendo. In this thread I will explore three specific scenarios. 1/5 https://twitter.com/i/web/status/2003162761417945533 https://twitter.com/i/web/status/2003162761417945533"  
[X Link](https://x.com/Fred_Abyss/status/2003162761417945533)  2025-12-22T17:56Z [---] followers, [----] engagements


"$NTDOY Some users on X have recently stated the concern that the Switch [--] might miss its sales targets even suggesting that Nintendos momentum is weakening. I believe this narrative overlooks key data points and official guidance. In this thread I will walk you through five indicators why the Switch [--] is positioned for massive success. We will explore: [--]. Switch [--] is the most successful console launch of all time. [--]. A closer look into USA sales performance. [--]. A closer look into Europe sales performance. [--]. Absolute dominance in Japan. [--]. A look at the latest official Nintendo Guidance. 1/6"  
[X Link](https://x.com/Fred_Abyss/status/2003908704219898025)  2025-12-24T19:20Z [---] followers, [----] engagements


"Yes. Business model is changing right in front of our eyes but analysts fund managers and retail is slowly to catch up as usual. 10y from today we will say something like the 2020s was the decade when $NTDOY became the new Disney. Make no mistake this transition will take years maybe decades. But I believe in a massive runway for the company. As long as they can keep their core intact (the video games) they will be super fine imo. https://twitter.com/i/web/status/2004095746224656610 https://twitter.com/i/web/status/2004095746224656610"  
[X Link](https://x.com/Fred_Abyss/status/2004095746224656610)  2025-12-25T07:43Z [---] followers, [---] engagements


"Consultancy firm Beano Brain released the results of their survey of Gen Alpha kids in the USA. While we can see that $NTDOY is very well established with Gen Alpha boys we can clearly see that there is still a massive growth opportunity with girls. I think there are a at least [--] ongoing initiatives that have a high chance of growing the female audience. 1/4 https://twitter.com/i/web/status/2004314668815302713 https://twitter.com/i/web/status/2004314668815302713"  
[X Link](https://x.com/Fred_Abyss/status/2004314668815302713)  2025-12-25T22:13Z [---] followers, 15.4K engagements

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