# ![@LongGameEquity Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1790748932638732289.png) @LongGameEquity LongGameEquity

LongGameEquity posts on X about meta, ai, $meta, $amzn the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1790748932638732289/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790748932638732289/c:line/m:interactions.svg)


### Mentions: [---] [#](/creator/twitter::1790748932638732289/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790748932638732289/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1790748932638732289/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790748932638732289/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::1790748932638732289/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1790748932638732289/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  49.35% [technology brands](/list/technology-brands)  40.69% [finance](/list/finance)  31.17% [cryptocurrencies](/list/cryptocurrencies)  22.51% [automotive brands](/list/automotive-brands)  3.46% [celebrities](/list/celebrities)  3.03% [countries](/list/countries)  1.73% [exchanges](/list/exchanges)  1.3% [social networks](/list/social-networks)  0.43%

**Social topic influence**
[meta](/topic/meta) 18.61%, [ai](/topic/ai) 15.15%, [$meta](/topic/$meta) #184, [$amzn](/topic/$amzn) #648, [$amd](/topic/$amd) #107, [$zeta](/topic/$zeta) #90, [$adbe](/topic/$adbe) #25, [stocks](/topic/stocks) #4899, [$nvda](/topic/$nvda) #1281, [$btc](/topic/$btc) #4440

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@qualcompounders](/creator/undefined) [@thefinpitch](/creator/undefined) [@zerohedge](/creator/undefined) [@alextheinvstor](/creator/undefined) [@elonmusk](/creator/undefined) [@stockscout101](/creator/undefined) [@halloranholding](/creator/undefined) [@amd](/creator/undefined) [@unknownbio](/creator/undefined) [@firstsquawk](/creator/undefined) [@adammeinhardt](/creator/undefined) [@yxinsights](/creator/undefined) [@alexbukich12](/creator/undefined) [@trdetoscale](/creator/undefined) [@whaleinsider](/creator/undefined) [@trevhesinvests](/creator/undefined) [@sharestepai](/creator/undefined) [@stockfins](/creator/undefined)

**Top assets mentioned**
[Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Advanced Micro Devices (AMD)](/topic/$amd) [ZetaChain (ZETA)](/topic/$zeta) [Adobe, Inc. (ADBE)](/topic/$adbe) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin (BTC)](/topic/$btc) [Salesforce Inc (CRM)](/topic/$crm) [aelf (ELF)](/topic/$elf) [RAI Finance (SOFI)](/topic/$sofi) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Tesla, Inc. (TSLA)](/topic/$tsla) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Constellation Energy Corp (CEG)](/topic/$ceg) [Now Coin (NOW)](/topic/$now) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [fuboTV Inc. (FUBO)](/topic/$fubo) [PancakeSwap (CAKE)](/topic/$cake) [Ethereum (ETH)](/topic/$eth) [Shopify Inc (SHOP)](/topic/$shop) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [AppLovin Corporation (APP)](/topic/$app) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@btc4casuals @brian_armstrong True 😂"  
[X Link](https://x.com/LongGameEquity/status/2024203386560659957)  2026-02-18T19:24Z [---] followers, [---] engagements


"@NickJFuentes"  
[X Link](https://x.com/LongGameEquity/status/2024211164167643445)  2026-02-18T19:55Z [---] followers, [---] engagements


"@CNBC Need low 5s to bring back the housing market"  
[X Link](https://x.com/LongGameEquity/status/2024128558600188328)  2026-02-18T14:27Z [---] followers, [--] engagements


"@jimcramer Co-pilot was a disaster. Should have just bought a large peace of anthropic"  
[X Link](https://x.com/LongGameEquity/status/2024134136118608152)  2026-02-18T14:49Z [---] followers, [----] engagements


"@shahh Hes a president not a personal financial advisor"  
[X Link](https://x.com/LongGameEquity/status/2024141893945151962)  2026-02-18T15:20Z [---] followers, [--] engagements


"@brian_armstrong Borrow it goes down 80% then what happens"  
[X Link](https://x.com/LongGameEquity/status/2024201105157009593)  2026-02-18T19:15Z [---] followers, [----] engagements


"@Eng_china5 Chinese malware in Hondas nice"  
[X Link](https://x.com/LongGameEquity/status/2024229009576390933)  2026-02-18T21:06Z [---] followers, [---] engagements


"@remarks @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2024225284611019082)  2026-02-18T20:51Z [---] followers, [---] engagements


"Carvana $CVNA Q4 [----] earnings 📈 ✅ Revenue Expected: 5.20B Actual: 5.45B (Beat) ✅ Earnings Per Share (EPS) Expected: [----] Actual: [----] (Beat) ✅ Retail Units Sold Expected: [------] Actual: [------] (Beat) ✅ Adjusted EBITDA Expected: 540M Actual: 615M (Beat)"  
[X Link](https://x.com/LongGameEquity/status/2024231620165689820)  2026-02-18T21:16Z [---] followers, [---] engagements


"Anyone else sold crypto before the drop 🚀 Im planning to reallocate to higher-conviction plays if the stock market dips Tuesday. Looking at Adobe Zeta ELF and Amazon for potential adds. And for the record: I will never sell my Bitcoin. 💎🙌"  
[X Link](https://x.com/LongGameEquity/status/2013314568206835802)  2026-01-19T18:16Z [---] followers, [---] engagements


"As an $AMZN shareholder Id be very disappointed if Amazon put $50B into $OPENAI. There are far better places to deploy capital than LLMs that will inevitably become commoditized"  
[X Link](https://x.com/LongGameEquity/status/2017255214672126339)  2026-01-30T15:14Z [---] followers, [--] engagements


"Two main reasons $MSFT sold off: About 45% of Microsofts cloud backlog is tied to $OPENAI a big customer concentration risk if OpenAI stumbles. The Street was expecting 40%+ Azure growth and Microsoft came in below that bar. Huge expectations + real AI dependency risk = tough reaction. Are you buying the DIP https://twitter.com/i/web/status/2018084485892550658 https://twitter.com/i/web/status/2018084485892550658"  
[X Link](https://x.com/LongGameEquity/status/2018084485892550658)  2026-02-01T22:10Z [---] followers, [---] engagements


"The $NVDA x $OpenAI honeymoon might be officially hitting the rocks. 📉🤖 Jensen Huang is reportedly rethinking that massive $100B investment and the reason is simple: OpenAI is moving on. The shift is massive: 🚀 The $AMD Pivot OpenAI isn't just testing the waterstheyve committed to a 6-gigawatt buildout using AMD MI450 chips. This is a direct play to break the Nvidia monopoly and secure their own compute future. 💸 The Circular Cash Problem Nvidias $100B was always a bit of a "circular" dealinvesting cash so OpenAI could buy more Nvidia chips. But with OpenAI now placing massive orders with"  
[X Link](https://x.com/LongGameEquity/status/2018496747866378699)  2026-02-03T01:28Z [---] followers, [---] engagements


"@Gubloinvestor @grok why is $IOT"  
[X Link](https://x.com/anyuser/status/2018524077393354952)  2026-02-03T03:16Z [--] followers, [---] engagements


"🚨 BREAKING: SpaceX has officially acquired $XAI. Elon is bringing AI in-house expect serious integration across Starlink SpaceX operations and autonomous systems. The tech stack just got even more powerful. $TSLA"  
[X Link](https://x.com/LongGameEquity/status/2018688587487670690)  2026-02-03T14:10Z [---] followers, [---] engagements


"$PLTR at 70% revenue growth and $META at 30% revenue growth next quarter This is the bubble I have been waiting for time to sell"  
[X Link](https://x.com/LongGameEquity/status/2019126124450848862)  2026-02-04T19:09Z [---] followers, [---] engagements


"Stocks im watching for dip buys after earnings this week. $ELF below [--] $AMZN [---] or below"  
[X Link](https://x.com/LongGameEquity/status/2019133035451674839)  2026-02-04T19:36Z [---] followers, [---] engagements


"e.l.f. Beauty $ELF Q4 [----] Earnings Breakdown 🏛💄 ✅ Net Sales $489.5M vs. $455.8M est. (38% YoY Growth) 🚀 ✅ Adj. EPS $3.05 - $3.10 (Full Year Guide) vs. $2.85 previous 🚀 ✅ Gross Margin 71% (Only down [--] bps despite heavy tariff costs) 🛡 ✅ Market Share +130 bps gain (28th consecutive quarter of growth) 📈 Monster quarter 💪 https://twitter.com/i/web/status/2019156295069097993 https://twitter.com/i/web/status/2019156295069097993"  
[X Link](https://x.com/LongGameEquity/status/2019156295069097993)  2026-02-04T21:09Z [---] followers, [----] engagements


"Snap Inc. ($SNAP) Q4 [----] Earnings Summary 🏛👻 ✅ Revenue $1.72B vs. $1.70B est. (+10% YoY) 🚀 ✅ Net Income $45M (vs. $9M last year) 📈 ✅ Gross Margin 59% (Up 2% YoY) 🛡 ✅ Free Cash Flow $206M (vs. $182M last year) 💰"  
[X Link](https://x.com/LongGameEquity/status/2019157541133975887)  2026-02-04T21:14Z [---] followers, [---] engagements


"💥 PULLED THE TRIGGER ON $ELF 📈 38% revenue growth 🤑 71% gross margins 🏆 Taking massive market share every quarter WTF HAPPENED TO $ELF 😂. WAS A BLOWOUT QUARTER https://t.co/wOu093OuhL WTF HAPPENED TO $ELF 😂. WAS A BLOWOUT QUARTER https://t.co/wOu093OuhL"  
[X Link](https://x.com/LongGameEquity/status/2019176101042614543)  2026-02-04T22:27Z [---] followers, [----] engagements


"Why is $APP down 16% today 📉📉 AppLovin is in free-fall as the "SaaSpocalypse" hits the software sector. 🏛❄ 🔹 The Anthropic Spark New Claude automation tools for sales and marketing are rattling investors who fear foundational AI will cannibalize specialized platforms like $APP. 🤖⚡ 🔹 CloudX Launch A new rival from the founders of MoPub/MAX went live today using AI agents to "rewire" the ad stack and challenge AppLovins software moat. 🔹 Googles Genie Fears of Googles AI game-creator tool continue to weigh on the sector threatening the future value of the mobile gaming ecosystem. 🕹💨 🔹"  
[X Link](https://x.com/LongGameEquity/status/2019217804868685926)  2026-02-05T01:13Z [---] followers, [---] engagements


"$ELF is an amazing company Rapid growth in a slow industry 70% gross margins Social-media-driven brand Stealing market share Affordable high-quality products Q3 marked our 28th consecutive quarter of net sales growth. $ELF is [--] of just [--] public consumer companies (out of 546) with [--] straight quarters and 20%+ avg growth 38% YoY Net Sales growth & 79% YoY Adj. EBITDA growth FY 26' outlook was raised as well What. A. Company. https://t.co/SBp3fbyWPv Q3 marked our 28th consecutive quarter of net sales growth. $ELF is [--] of just [--] public consumer companies (out of 546) with [--] straight quarters"  
[X Link](https://x.com/LongGameEquity/status/2019256365705744893)  2026-02-05T03:46Z [---] followers, [----] engagements


"@DeItaone @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2019417930963021824)  2026-02-05T14:28Z [---] followers, [----] engagements


"$FUBO up 12% today on analyst upgrades even after subscriber declines and lowered guidance. Seaport upgrades to BUY with $3 PT. Wedbush keeps Outperform but trims PT to $3.50. Market is starting to price in post-merger upside"  
[X Link](https://x.com/LongGameEquity/status/2019420625148997872)  2026-02-05T14:39Z [---] followers, [----] engagements


"$EL down 16% today after RAISING guidance. Q2 EPS beat. Sales +6%. [----] outlook lifted to $2.05$2.25. But a $100M tariff headwind + restructuring costs spooked investors. Classic case of good results bad narrative"  
[X Link](https://x.com/LongGameEquity/status/2019424360306774466)  2026-02-05T14:54Z [---] followers, [---] engagements


"$VIX is now [--] above [--] is buy hand over first. ABOVE [--] is generational buying opportunity. $SPY $QQQ $BTC"  
[X Link](https://x.com/LongGameEquity/status/2019434967177261218)  2026-02-05T15:36Z [---] followers, [---] engagements


"IS THE WORLD ENDING $ZETA $AMZN $SOFI $HIMS $ELF $AMD $TSLA $PYPL"  
[X Link](https://x.com/LongGameEquity/status/2019532309108781509)  2026-02-05T22:03Z [---] followers, [---] engagements


"Crazy cheap $FUBO $FUBO 458M cash Market cap 565M at close You are paying for cash on balance sheet https://t.co/KgvYVkXrrl $FUBO 458M cash Market cap 565M at close You are paying for cash on balance sheet https://t.co/KgvYVkXrrl"  
[X Link](https://x.com/LongGameEquity/status/2019540022165156306)  2026-02-05T22:33Z [---] followers, [---] engagements


"THE OTHER ACCOUNTS ARENT LOOKING TOO HOT BUT THE [--] AMIGOS ACCOUNT IS HOLDING UP STRONG 💪 HOW ARE YALL LOOKING 📈 $META $AMD $CAKE"  
[X Link](https://x.com/LongGameEquity/status/2019800513944941020)  2026-02-06T15:49Z [---] followers, [---] engagements


"@saylor @AtlasHodld @grok has bitcoin bottomed"  
[X Link](https://x.com/LongGameEquity/status/2019801538080760156)  2026-02-06T15:53Z [---] followers, 14.4K engagements


"If you value JUST Amazons power engines: AWS: $800B $1.4T Amazon Ads: $300B $550B Trainium/AI chips: $100B $400B Total = $1.2T $2.3T Thats basically todays entire market cap. Which means youre getting the main ecommerce business almost for FREE. $AMZN is a bundle of monsters disguised as one stock. https://twitter.com/i/web/status/2019805022872043828 https://twitter.com/i/web/status/2019805022872043828"  
[X Link](https://x.com/LongGameEquity/status/2019805022872043828)  2026-02-06T16:06Z [---] followers, [---] engagements


"I think the $FUBO forgot it was supposed to PUMP today 😂😂🚀🚀"  
[X Link](https://x.com/LongGameEquity/status/2019876429702602766)  2026-02-06T20:50Z [---] followers, [----] engagements


"$ADBE reminds me of $GOOG $GOOGL SEARCH IS DEAD vibes. Every week theres a new AI tool thats supposedly gonna kill Adobe 😂 Meanwhile the actual numbers keep stair-stepping up and to the right. Is AI the death of $ADBE or a massive tailwind disguised as fear"  
[X Link](https://x.com/LongGameEquity/status/2019885268191326628)  2026-02-06T21:25Z [---] followers, [---] engagements


"$HIMS: FROM DISRUPTOR TO REGULATORY TARGET 📉⚖ The "Robin Hood of Health" just hit a massive wall of red tape. Hims & Hers tried to democratize weight loss with a $49 compounded pill and the regulators aren't having it. THE REALITY CHECK: 🛑 Hims launches a $49 budget Wegovy copycat to massive hype. 📜 FDA steps in: These arent approved. This needs to stop. Hims complies and halts sales. 👨⚖ DOJ involvement starts making the rounds. Litigation risk is officially on the table. 📉 The stock price is reacting exactly how youd expect: total liquidation. Weve seen this movie before in tech."  
[X Link](https://x.com/LongGameEquity/status/2020277785567072440)  2026-02-07T23:25Z [---] followers, [---] engagements


"RATE MY [----] PORTFOLIO (1-10) 🏛📊 The strategy is locked in. Be brutal. $AMD $META $SOFI $CAKE $ADBE $BTC $AMZN $ZETA $ELF $CEG $FUBO If you had to sell one of these tomorrow and rotate into a different sector for the rest of the year what is the move Rate the setup 1-10 in the replies. 👇 https://twitter.com/i/web/status/2020508712025071867 https://twitter.com/i/web/status/2020508712025071867"  
[X Link](https://x.com/LongGameEquity/status/2020508712025071867)  2026-02-08T14:43Z [---] followers, [----] engagements


"I dont think $ADBE is being disrupted by AI. Their business is A+: 90% recurring revenue insane margins. The only real risk is seat dilution but theyll monetize usage. Numbers are strong across the board. $CAKE has multiple concepts not priced in yet like North Italia and Flower Child. I want to build Amazon heavy. I like google but i think amazon cheaper and has more tailwinds https://twitter.com/i/web/status/2020549402155200681 https://twitter.com/i/web/status/2020549402155200681"  
[X Link](https://x.com/LongGameEquity/status/2020549402155200681)  2026-02-08T17:24Z [---] followers, [---] engagements


"@Dontbeexitliq Factory haha. That would be wild 😂"  
[X Link](https://x.com/LongGameEquity/status/2020728569517723811)  2026-02-09T05:16Z [---] followers, [--] engagements


"250 FOLLOWERS 🏛📈 Honestly I didnt expect [---] people to care about my personal research and long-term views but here we are. Time in the markets has taught me one thing: the system is designed to distract you. Most people burn energy chasing hype and daily candles but the real gains happen when you have the conviction to sit still and let a business grow. I started sharing my thoughts to keep my own perspective sharp. Reaching this milestone is something I truly appreciate. Its been a bumpy ride but having a community that values a long-term mindset over short-term noise makes it worth it."  
[X Link](https://x.com/LongGameEquity/status/2020860237071466633)  2026-02-09T14:00Z [---] followers, [---] engagements


"Another ugly day in SaaS: $PGY -20% $MNDY -20% 😬 Earnings season claiming more victims"  
[X Link](https://x.com/LongGameEquity/status/2020861475187814484)  2026-02-09T14:04Z [---] followers, [---] engagements


"$ELF Q4 Earnings (CY 2025): 🚀 Revenue: $489.5M (+38% YoY) 💰 Adj. EPS: $1.24 (vs $0.72 est) 📈 Adj. EBITDA: $123M (+79% YoY) Raised FY26 Outlook: $1.61B Revenue Stock is down 8% today insane"  
[X Link](https://x.com/LongGameEquity/status/2020874696284069894)  2026-02-09T14:57Z [---] followers, [----] engagements


"@UnknownBio [---] is amazing"  
[X Link](https://x.com/LongGameEquity/status/2020912486757675070)  2026-02-09T17:27Z [---] followers, [--] engagements


"The $ELF commercial was actually a strategic win. Most people didn't find it funny but that's irrelevant. It was highly memorable and perfectly tailored for its target demographic of teenage women. Whether a commercial is "cool" to the general public doesn't matter long-term. What matters is that $ELF knows exactly who their customer is and stays top-of-mind for them. A decent ad isn't always the one everyone likesit's the one the target audience remembers. What are your thoughts 👇 https://twitter.com/i/web/status/2020919209333600490 https://twitter.com/i/web/status/2020919209333600490"  
[X Link](https://x.com/LongGameEquity/status/2020919209333600490)  2026-02-09T17:54Z [---] followers, [---] engagements


"Build a portfolio of stocks you have such deep conviction in that you can't wait to add on the dips. 🏛📈 If a 15% drop makes you want to sell the thesis wasn't there to begin with. Real wealth is built by having the stomach to stay the course when the market gets loud. My core conviction list: $SOFI $AMD $META $ADBE $ZETA $ELF $BTC $ETH $SPY $QQQ When the noise starts I just lean back on the long-term vision. These are the plays Im happy to see on sale. What is the one ticker you have unshakeable conviction in 👇 #FinTwit #Investing #Stocks #Growth #LongTerm"  
[X Link](https://x.com/LongGameEquity/status/2020935784602402917)  2026-02-09T19:00Z [---] followers, [---] engagements


"@QualityInvest5 @grok is Pagaya a value trap"  
[X Link](https://x.com/LongGameEquity/status/2020940692516958707)  2026-02-09T19:19Z [---] followers, [---] engagements


"$PGY is down 22% today. 📉 Value trap or generational entry The Business: $PGY is an AI matchmaker. They plug into banks use AI to approve "rejected" loans and sell them to Wall Street. They take a fee and pass the risk. The Bull Case 🚀 ✅ Profitable: Just hit $81M GAAP net income for [----]. ✅ Cheap: Trading at 1x Sales. ✅ Demand: Wall Street just bought $800M of their AI-backed bonds. The Bear Case ⚠ ✅ Growth Stall: [----] guidance was "measured" which the market hated. ✅ Macro Risk: If the economy slides do these AI loans default ✅ Sentiment: A 35% crash on profit news shows a lack of trust."  
[X Link](https://x.com/LongGameEquity/status/2020942762074612195)  2026-02-09T19:27Z [---] followers, [---] engagements


"$AMKR Q4 Earnings: Significant beat on the bottom line. 🏛🚨 ✅ Net Sales: $1.89 Billion (+16% YoY) ✅ GAAP EPS: $0.69 (Massive beat vs. $0.44 est.) ✅ Q1 Revenue Guidance: $1.60B $1.70B ✅ Full Year [----] Capex: $2.5B $3.0B Advanced Packaging and Computing are the clear engines here. As the industry faces bottlenecks in AI chip supply Amkors role as a key OSAT partner is becoming a massive competitive advantage. https://twitter.com/i/web/status/2020968175391719613 https://twitter.com/i/web/status/2020968175391719613"  
[X Link](https://x.com/LongGameEquity/status/2020968175391719613)  2026-02-09T21:08Z [---] followers, [---] engagements


"Big earnings week on deck. 🏛🚨 Watching these closely this week: $SHOP $DDOG $NET $COIN $ANET $HOOD $NBIS $AMKR"  
[X Link](https://x.com/LongGameEquity/status/2021008209843192197)  2026-02-09T23:48Z [---] followers, [---] engagements


"Most modern day investors are gamblers. Only hold a stock for [--] months is not investing 😂😂 $SPY $QQQ Recent NYSE data shows the average US stock is now held for about [--] months down from over [--] years in the 1970s. That isnt investing its churn. Zero-commission apps make rapid bets easy but brokers profit from your activity not your long-term returns. https://t.co/ehZoc3DLZK Recent NYSE data shows the average US stock is now held for about [--] months down from over [--] years in the 1970s. That isnt investing its churn. Zero-commission apps make rapid bets easy but brokers profit from your"  
[X Link](https://x.com/LongGameEquity/status/2021014135115292890)  2026-02-10T00:11Z [---] followers, [---] engagements


"$CRM Is starting to look extremely attractive below $200. I might start a position tomorrow 👀"  
[X Link](https://x.com/LongGameEquity/status/2021039520385466650)  2026-02-10T01:52Z [---] followers, [----] engagements


"@Ecordero21_ @eToro Nice portfolio"  
[X Link](https://x.com/LongGameEquity/status/2021052929684443178)  2026-02-10T02:45Z [---] followers, [--] engagements


"@zerohedge @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2021055925889663172)  2026-02-10T02:57Z [---] followers, [--] engagements


"30% FCF growth is a beast but for $ZETA I honestly think thats the floor. 🏛📈 Modeling this out to [----] gives me a $64.98 targetand that feels conservative. While most people are losing sleep over a 2% red day Im just looking at the cash flow machine. The 5-Year Outlook: ✅ 30% FCF growth (likely the baseline) ✅ [----] Price Target: $64.98 ✅ Thesis: High-conviction AI play The math is simple: if the business keeps compounding its cash the stock price has no choice but to follow. Im ignoring the noise and letting the numbers do the work. Are you with me on $ZETA Let me know your bull case below."  
[X Link](https://x.com/LongGameEquity/status/2021213938835210720)  2026-02-10T13:25Z [---] followers, [----] engagements


"Pretty solid deep dive on $ZETA Only thing i would add it their acquisitions that they fully integrate in under a year like Marigold. $ZETA is a data-driven marketing technology company that uses AI to help large brands acquire grow and retain customers. Founded in [----] by David A. Steinberg and former Apple CEO John Sculley it has evolved from an email-centric marketing firm into a comprehensive AI-powered https://t.co/XHs6Tg4Fbz $ZETA is a data-driven marketing technology company that uses AI to help large brands acquire grow and retain customers. Founded in [----] by David A. Steinberg and"  
[X Link](https://x.com/LongGameEquity/status/2021238446195356080)  2026-02-10T15:02Z [---] followers, [---] engagements


"$SPOT Q4 Earnings 🏛🚨 ✅ EPS: [----] (Huge beat vs. [----] expected) ✅ MAUs: 751M (Beat vs. 745M expected) ✅ Revenue: 4.53B (Beat vs. 4.52B expected) ✅ Gross Margin: 33.1% (Record high) Why they won: Pricing power held up despite hikes and cost discipline finally turned this into an FCF monster. While others chase hype $SPOT is scaling efficiency. Are you riding this higher or waiting for a pullback 👇 https://twitter.com/i/web/status/2021242264262005116 https://twitter.com/i/web/status/2021242264262005116"  
[X Link](https://x.com/LongGameEquity/status/2021242264262005116)  2026-02-10T15:18Z [---] followers, [---] engagements


"ALPHABET'S $GOOG $GOOGL SECURES UNCONDITIONAL EU ANTITRUST APPROVAL FOR $32 BLN ACQUISITION OF WIZ 💪 📈"  
[X Link](https://x.com/LongGameEquity/status/2021246055317110909)  2026-02-10T15:33Z [---] followers, [---] engagements


"$OSCR rises 6% today on strong on strong revenue guidance and record membership growth despite Q4 earnings Miss 🤔"  
[X Link](https://x.com/LongGameEquity/status/2021253602942075289)  2026-02-10T16:03Z [---] followers, [---] engagements


"$ADBE is looking like a generational buy at these prices. Had to scoop up a few more shares. 📈"  
[X Link](https://x.com/LongGameEquity/status/2021298717177815170)  2026-02-10T19:02Z [---] followers, [---] engagements


"@DrunkRepub @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2021307669131210926)  2026-02-10T19:37Z [---] followers, [---] engagements


"Which SaaS company is the best buy in [----] $ADBE $CRM $ZETA $NOW Adobe Salesforce Zeta Servicenow Adobe Salesforce Zeta Servicenow"  
[X Link](https://x.com/LongGameEquity/status/2021308777635455008)  2026-02-10T19:42Z [---] followers, [---] engagements


"As expected crypto winter is weighing on $HOOD. Their stock will stay tied to crypto cycles and the broader market bull run 🚀❄ #Crypto #Stocks Are you buying the dip 👇"  
[X Link](https://x.com/LongGameEquity/status/2021339859034775899)  2026-02-10T21:45Z [---] followers, [---] engagements


"@allenanalysis @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2021354132825841985)  2026-02-10T22:42Z [---] followers, [---] engagements


"Buying SaaS in [----] might be the ultimate contrarian play. Hedge it with energy and chip stocks in case youre wrong 👀 $AMD $NVDA $IREN $CRM $NOW $ZETA $ADBE $CEG $VST"  
[X Link](https://x.com/LongGameEquity/status/2021414362024640538)  2026-02-11T02:41Z [---] followers, [---] engagements


"The Mag [--] is about to look more like Marriott and Hilton financially because of the massive depreciation coming from all these data centers. $AAPL $MSFT $GOOGL $AMZN $META $TSLA $NVDA Is this bullish or bearish 👇"  
[X Link](https://x.com/LongGameEquity/status/2021574639009304672)  2026-02-11T13:18Z [---] followers, [---] engagements


"Wow it doesnt matter the earnings nothing SaaS related can hold a pump crazy $SHOP $ADBE $CRM $ZETA"  
[X Link](https://x.com/LongGameEquity/status/2021593286499053591)  2026-02-11T14:32Z [---] followers, [---] engagements


"Overdone is an understatement Are we pricing in bankruptcy now $ADBE"  
[X Link](https://x.com/LongGameEquity/status/2021594164400460269)  2026-02-11T14:36Z [---] followers, [----] engagements


"@vanazadian Do you own Adobe"  
[X Link](https://x.com/LongGameEquity/status/2021595087273099714)  2026-02-11T14:40Z [---] followers, [---] engagements


"@WhiteRockInves1 [----] is the year of buying bitcoin"  
[X Link](https://x.com/LongGameEquity/status/2021642490940719371)  2026-02-11T17:48Z [---] followers, [--] engagements


"This is a heck of a time to be an investor. Ive never seen so many quality companies drop 20% after reporting insanely impressive earnings. For new investors opportunities like this dont come around often. Are you buying anything 👇 $AMZN $ZETA $ADBE $CRM $NOW $AMD $SHOP $ELF $PLTR $SPGI https://twitter.com/i/web/status/2021653669519728688 https://twitter.com/i/web/status/2021653669519728688"  
[X Link](https://x.com/LongGameEquity/status/2021653669519728688)  2026-02-11T18:32Z [---] followers, [---] engagements


"@stockscout101 Are they hiking prices or just charging for consumption like every other ai company"  
[X Link](https://x.com/LongGameEquity/status/2021690250796433483)  2026-02-11T20:58Z [---] followers, [--] engagements


"$APP Q4 Earnings: The AI advertising powerhouse just blew the doors off expectations. 🏛🚀 ✅ Revenue: $1.66B (Beat vs. $1.61B expected) ✅ Net Income: $1.1B (Massive quarterly performance) ✅ Q1 Revenue Guidance: $1.75B $1.78B (Huge beat vs. $1.70B expected) ✅ [----] Free Cash Flow: $3.95B (Total for the year) https://twitter.com/i/web/status/2021692814510502366 https://twitter.com/i/web/status/2021692814510502366"  
[X Link](https://x.com/LongGameEquity/status/2021692814510502366)  2026-02-11T21:08Z [---] followers, [---] engagements


"@wealthmatica Wow how low can zeta and path go 😂"  
[X Link](https://x.com/LongGameEquity/status/2021705551994872036)  2026-02-11T21:58Z [---] followers, [---] engagements


"$ZETA is getting too interesting to pass up. Im buying aggressively at these levels"  
[X Link](https://x.com/LongGameEquity/status/2021710978648326197)  2026-02-11T22:20Z [---] followers, [----] engagements


"@FirstSquawk @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2021720470773502054)  2026-02-11T22:58Z [---] followers, 12.9K engagements


"@HalloranHolding Remember meta went from [---] to [--] the lower it goes the more upside it has"  
[X Link](https://x.com/LongGameEquity/status/2021729119763833002)  2026-02-11T23:32Z [---] followers, [--] engagements


"@Adam__Meinhardt Do you think [--] forward pe is fair for adobe here with 95% reoccurring revenue and over 10% revenue growth and crazy margins"  
[X Link](https://x.com/LongGameEquity/status/2021741503823945790)  2026-02-12T00:21Z [---] followers, [--] engagements


"@Adam__Meinhardt Good luck to you [--] pe is a heck of a margin if safety you should be amazing"  
[X Link](https://x.com/LongGameEquity/status/2021745888650010662)  2026-02-12T00:39Z [---] followers, [--] engagements


"Anyone else feel like the markets are down 10% because of how THEIR portfolio looks while the S&P is basically at all-time highs 😅 📈 $PLTR $AMD $ADBE $CRM $ZETA $BTC $SHOP $NOW $META #InvestingFeels"  
[X Link](https://x.com/LongGameEquity/status/2021748110884553192)  2026-02-12T00:48Z [---] followers, [---] engagements


"@ETF_Bagholder [--] and bounce 👀"  
[X Link](https://x.com/LongGameEquity/status/2021749000995570052)  2026-02-12T00:51Z [---] followers, [--] engagements


"@Adam__Meinhardt I got some adobe but im waiting for [---] crm that would be pretty nice as well"  
[X Link](https://x.com/LongGameEquity/status/2021757766113931574)  2026-02-12T01:26Z [---] followers, [--] engagements


"@CarsonTalkMoney Why is the free cashflow going down expansion I assume"  
[X Link](https://x.com/LongGameEquity/status/2021788063056245046)  2026-02-12T03:26Z [---] followers, [---] engagements


"400 FOLLOWERS 🏛📈 I didnt expect this many people to care about my research but Im glad youre here. It shows there is a real community for the long-term view. While others chase the daily noise we focus on the compounders. The focus remains simple: ✅ Real business growth ✅ Conviction over hype ✅ Sitting still Truly appreciate the support. Back to the work. 🥂 $SOFI $AMD $META $ZETA $ELF #FinTwit #Investing #LongTerm #Grateful https://twitter.com/i/web/status/2021943623508770862 https://twitter.com/i/web/status/2021943623508770862"  
[X Link](https://x.com/LongGameEquity/status/2021943623508770862)  2026-02-12T13:45Z [---] followers, [---] engagements


"Forgot to mention $AMZN also owns 15-20% of Anthropic Anthropic is projected to be worth over [---] BILLION If you value JUST Amazons power engines: AWS: $800B $1.4T Amazon Ads: $300B $550B Trainium/AI chips: $100B $400B Total = $1.2T $2.3T Thats basically todays entire market cap. Which means youre getting the main ecommerce business almost for FREE. https://t.co/ISN4wgFFEf If you value JUST Amazons power engines: AWS: $800B $1.4T Amazon Ads: $300B $550B Trainium/AI chips: $100B $400B Total = $1.2T $2.3T Thats basically todays entire market cap. Which means youre getting the main ecommerce"  
[X Link](https://x.com/LongGameEquity/status/2021993022720979055)  2026-02-12T17:01Z [---] followers, [---] engagements


"I bought some $AMZN and $ZETA today did you buy anything"  
[X Link](https://x.com/LongGameEquity/status/2021994555089072638)  2026-02-12T17:07Z [---] followers, [---] engagements


"@DefiWimar @grok is this why the market is dropping today"  
[X Link](https://x.com/LongGameEquity/status/2021999082386936284)  2026-02-12T17:25Z [---] followers, [----] engagements


"$FUBO now trading at basically the same market cap as the cash on its balance sheet 🤯 Youre getting the entire business subs ad revenue brand for free at this point"  
[X Link](https://x.com/LongGameEquity/status/2022002459267543108)  2026-02-12T17:38Z [---] followers, [----] engagements


"Explains the continued sell off of growth stocks and crypto $ZETA $SOFI $BTC $IREN $NBIS $HIMS This market ladies and gentlemen is exactly why you stay away from margin. People went all in on margin back in Q4 and have now had their portfolios liquidated. https://t.co/1OINWv0m1w This market ladies and gentlemen is exactly why you stay away from margin. People went all in on margin back in Q4 and have now had their portfolios liquidated. https://t.co/1OINWv0m1w"  
[X Link](https://x.com/LongGameEquity/status/2022012840757039492)  2026-02-12T18:20Z [---] followers, [---] engagements


"@Tdot198 The Disney shares are private and not publicly trades though. The market-cap = publicly traded shares x share price. You could make an argument its valuation is [--] billion. 🤷♂"  
[X Link](https://x.com/LongGameEquity/status/2022014132292399198)  2026-02-12T18:25Z [---] followers, [---] engagements


"Crypto is starting to look weak. Momentum fading. Risk appetite thinning. Liquidity tighter. When macro tightens crypto gets hit first. I give it a decent chance $BTC tags $35K by Q4 not a crash just a realistic retrace to major support. 👀 $ETH $SOL Im never selling my bitcoin though 💪💵 https://twitter.com/i/web/status/2022021525738590405 https://twitter.com/i/web/status/2022021525738590405"  
[X Link](https://x.com/LongGameEquity/status/2022021525738590405)  2026-02-12T18:54Z [---] followers, [---] engagements


"@yxinsights There mi450s arent released yet is why waituntil You see q3 and q4"  
[X Link](https://x.com/LongGameEquity/status/2022023550216110558)  2026-02-12T19:02Z [---] followers, [---] engagements


"$AMAT Q1 Earnings: The AI infrastructure build-out is hitting the tape. 🏛🚨 The Reality vs. Expectations: ✅ Revenue: $7.01B (Beat vs. $6.88B expected) ✅ Non-GAAP EPS: $2.38 (Huge beat vs. $2.20 expected) ✅ Q2 Revenue Guidance: $7.65B (Beat vs. $7.10B expected) ✅ Q2 EPS Guidance: $2.64 (Beat vs. $2.35 expected) UP 10% https://twitter.com/i/web/status/2022055311884861597 https://twitter.com/i/web/status/2022055311884861597"  
[X Link](https://x.com/LongGameEquity/status/2022055311884861597)  2026-02-12T21:08Z [---] followers, [---] engagements


"With the ridiculous capex $META $AMZN and $GOOG are pouring into AI and data centers the risk/reward is quietly shifting elsewhere. If they dont scale it back Mag [--] earnings are going to look rough over the next couple years unless they somehow sustain 30%+ earnings growth to outrun the spend. Meanwhile asset-light names like $CRM $ADBE and $ZETA dont need tens of billions in capex to grow. Less infrastructure risk. Cleaner margins. Better operating leverage. The crowd is chasing AI spend. Im watching cash flow. https://twitter.com/i/web/status/2022083534077206902"  
[X Link](https://x.com/LongGameEquity/status/2022083534077206902)  2026-02-12T23:00Z [---] followers, [---] engagements


"@Alex_Bukich12 Race to 10k"  
[X Link](https://x.com/LongGameEquity/status/2022085211786555674)  2026-02-12T23:07Z [---] followers, [--] engagements


"My main issue with $HOOD: It wont truly bottom until $BTC bottoms. And I wouldnt be surprised to see Bitcoin at $35K by Q4. Until crypto finds a floor $HOOD probably doesnt either"  
[X Link](https://x.com/LongGameEquity/status/2022107266917494869)  2026-02-13T00:35Z [---] followers, [---] engagements


"@QualCompounders Its price is not directly correlated with bitcoin their crypto business just starting"  
[X Link](https://x.com/LongGameEquity/status/2022113576492650900)  2026-02-13T01:00Z [---] followers, [--] engagements


"CPI came in lower than expected 💪 ⚠BREAKING: *U.S. JANUARY CPI INFLATION RISES 2.4% Y/Y; EST. 2.5%; PREV. 2.7% *LOWEST SINCE APRIL [----] https://t.co/gdF46MmseN ⚠BREAKING: *U.S. JANUARY CPI INFLATION RISES 2.4% Y/Y; EST. 2.5%; PREV. 2.7% *LOWEST SINCE APRIL [----] https://t.co/gdF46MmseN"  
[X Link](https://x.com/LongGameEquity/status/2022313424714109413)  2026-02-13T14:14Z [---] followers, [---] engagements


"LIKE this post if you think $AMZN $GOOG $META and $MSFT are overspending on CAPEX 👀"  
[X Link](https://x.com/LongGameEquity/status/2022345818296942830)  2026-02-13T16:23Z [---] followers, [---] engagements


"@Alex_Bukich12 Wow crazy growth"  
[X Link](https://x.com/LongGameEquity/status/2022379536483004432)  2026-02-13T18:37Z [---] followers, [--] engagements


"If $META went aggressively into full-scale ecommerce it wouldnt just be another revenue stream. It could fundamentally change the platform economics. The prophecy is true $META will soon be an e-commerce company It makes too much sense for them not to get into this https://t.co/zlkjDctmOp The prophecy is true $META will soon be an e-commerce company It makes too much sense for them not to get into this https://t.co/zlkjDctmOp"  
[X Link](https://x.com/LongGameEquity/status/2022384784878744058)  2026-02-13T18:58Z [---] followers, [---] engagements


"Im not buying $NVDA and it comes down to ONE thing: Margins. Right now theyre printing absurd gross margins because they can price GPUs however they want. No real competition. Hyperscalers paying up. But what happens in [--] years $GOOG scaling TPUs $AMD rolling out MI450 / MI500 Cloud giants building custom silicon When you price hardware outrageously high even good enough competition can crush pricing power. And when pricing power goes margins dont gently fade they compress. The stock is priced for permanent dominance. Im not betting against the company I just think there are better"  
[X Link](https://x.com/LongGameEquity/status/2022392407375978808)  2026-02-13T19:28Z [---] followers, [---] engagements


"@yxinsights Mi450 ramp"  
[X Link](https://x.com/LongGameEquity/status/2022401139065655716)  2026-02-13T20:03Z [---] followers, [--] engagements


"Oracle and open are going huge into mi450s. Meta will also be a big customer. If you think about it these companies cant afford to not have an alternative. Its in their best interest to diversify otherwise their capex will be out of control because Nvda can charge whatever it wants. I expect many other hyper scalers to do big orders. I could be wrong 🤷♂ https://twitter.com/i/web/status/2022401755619729449 https://twitter.com/i/web/status/2022401755619729449"  
[X Link](https://x.com/LongGameEquity/status/2022401755619729449)  2026-02-13T20:05Z [---] followers, [--] engagements


"RT @stocksinmind123: https://x.com/BenBajarin/status/2022351929071055137s=20 https://x.com/BenBajarin/status/2022351929071055137s=20"  
[X Link](https://x.com/anyuser/status/2022403125597082012)  2026-02-13T20:10Z [---] followers, [--] engagements


"@QualCompounders @grok how correlated are sofi and bitcoin on this chart"  
[X Link](https://x.com/LongGameEquity/status/2022406049693863955)  2026-02-13T20:22Z [---] followers, [--] engagements


"Were in a kangaroo market 🦘 Tech stocks hop up then immediately hop down. Investors cant decide if they love them or hate them. Gains Tech cant hold them to save their lives. $AAPL $MSFT $GOOG $META $AMD $NVDA $IREN $NBIS $SHOP $TSLA"  
[X Link](https://x.com/LongGameEquity/status/2022409364737581130)  2026-02-13T20:35Z [---] followers, [---] engagements


"So when does Capex peak Are we going to go [--] trillion in Capex in [----] and go negative free cashflow on $META $AMZN and $GOOG"  
[X Link](https://x.com/LongGameEquity/status/2022418839825424751)  2026-02-13T21:13Z [---] followers, [---] engagements


"@alextheinvstor Really is crazy Does the Capex concern you"  
[X Link](https://x.com/LongGameEquity/status/2022427368405737801)  2026-02-13T21:47Z [---] followers, [--] engagements


"@alextheinvstor I think Amazon is the safest bet they have always been the capex king"  
[X Link](https://x.com/LongGameEquity/status/2022427754747367511)  2026-02-13T21:48Z [---] followers, [--] engagements


"@NFAiTrader Amd is looking like a winner"  
[X Link](https://x.com/LongGameEquity/status/2022461841532744187)  2026-02-14T00:04Z [---] followers, [--] engagements


"@QualCompounders Crm and adobe"  
[X Link](https://x.com/LongGameEquity/status/2022462200095608856)  2026-02-14T00:05Z [---] followers, [--] engagements


"@jminvesting I like Zeta"  
[X Link](https://x.com/LongGameEquity/status/2022484003216068651)  2026-02-14T01:32Z [---] followers, [--] engagements


"Happy Valentines Day Roses are red this candle is too my portfolio is dying but I still love you. $BTC $NVDA $ZETA $META #ValentinesDay2026 #Crypto"  
[X Link](https://x.com/LongGameEquity/status/2022713458559439336)  2026-02-14T16:44Z [---] followers, [---] engagements


"@Alex_Bukich12 If going to a mardi gras parade counts then networking 🍾"  
[X Link](https://x.com/LongGameEquity/status/2022714121729266172)  2026-02-14T16:46Z [---] followers, [--] engagements


"@TheFinPitch I thought they might do a merger with tesla hmm"  
[X Link](https://x.com/LongGameEquity/status/2022716670792303033)  2026-02-14T16:56Z [---] followers, [--] engagements


"Never moving to the Netherlands ✅ $BTC $ETH $SPY $QQQ BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds. BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds"  
[X Link](https://x.com/LongGameEquity/status/2022723453057478808)  2026-02-14T17:23Z [---] followers, [---] engagements


"2026 Market Predictions: The Great Rotation $AMD takes the crown and outperforms $NVDA as the chip race shifts. $META and $AMZN lead the pack outperforming the rest of the Mag7. Crypto finds its floorexpecting a bottom in Q4. $BTC $ETH The AI/Capex digestion phase ends sparking a massive wave of capital flowing back into broader Tech. The next cycle is loading. 📈 https://twitter.com/i/web/status/2022725728328896861 https://twitter.com/i/web/status/2022725728328896861"  
[X Link](https://x.com/LongGameEquity/status/2022725728328896861)  2026-02-14T17:32Z [---] followers, [---] engagements


"@TrdeToScale Kamala wanted to also tax unrealized gains in the US thank goodness she didnt win 😂. Makes no sense"  
[X Link](https://x.com/LongGameEquity/status/2022725989533393289)  2026-02-14T17:33Z [---] followers, [--] engagements


"@Anna___grace Bitcoin will be fine long term 💪"  
[X Link](https://x.com/LongGameEquity/status/2022738060375703749)  2026-02-14T18:21Z [---] followers, [--] engagements


"The AD targeting is about to get next level 😂😂 $META *META EYES FACIAL RECOGNITION TECH FOR ITS SMART GLASSES: NYT *META PLANS TO ADD THE FEATURE AS SOON AS THIS YEAR: NYT *META EYES FACIAL RECOGNITION TECH FOR ITS SMART GLASSES: NYT *META PLANS TO ADD THE FEATURE AS SOON AS THIS YEAR: NYT"  
[X Link](https://x.com/LongGameEquity/status/2022834744195534878)  2026-02-15T00:46Z [---] followers, [---] engagements


"@Mindset4Money_X Meta amazon zeta adbe"  
[X Link](https://x.com/LongGameEquity/status/2022835113487180039)  2026-02-15T00:47Z [---] followers, [--] engagements


"How Id invest $10000 in Feb 2026: [----] $AMD: The GPU market share thief [----] $META: Zucks long game is printing [----] $CEG: Nuclear is the real AI fuel [----] $BTC: Buying the extreme fear [----] $AMZN: The backbone of AI retail [----] $SOFI: Fintech margin expansion [----] $CRM: Enterprise AI at scale [----] $ADBE: The generative software moat Retail is panicking over "AI capex." Smart money is buying the infrastructure. https://twitter.com/i/web/status/2022847428982972878 https://twitter.com/i/web/status/2022847428982972878"  
[X Link](https://x.com/LongGameEquity/status/2022847428982972878)  2026-02-15T01:36Z [---] followers, [--] engagements


"How Im investing $10000 (Feb 2026): [----] $AMD GPU Share Thief [----] $META Zuck is Printing [----] $CEG Nuclear AI Fuel [----] $BTC Buying the Fear [----] $AMZN Cloud Backbone [----] $SOFI Fintech Growth [----] $CRM Enterprise AI [----] $ADBE Software Moat Retail is panicking over "Capex." Smart money is buying infrastructure. https://twitter.com/i/web/status/2022848956368089097 https://twitter.com/i/web/status/2022848956368089097"  
[X Link](https://x.com/LongGameEquity/status/2022848956368089097)  2026-02-15T01:42Z [---] followers, [---] engagements


"@HalloranHolding Market doesnt understand that professionals dont use canva and nano banana 😂 as their job"  
[X Link](https://x.com/LongGameEquity/status/2023048940531195904)  2026-02-15T14:57Z [---] followers, [--] engagements


"Is it just me or is the ad-tech ROI story finally getting real 💸 Seeing $META and $AMZN still growing at massive rates is wild but it makes sense: ads are where that $700B+ AI CAPEX is actually paying off first. The acceleration is officially here. 🚀 But the real sleeper is $ZETA. They are growing 34% YoYactually outpacing the giantsand just teamed up with OpenAI to launch autonomous marketing agents. With a moat of 2.4B+ identities they aren't just targeting; theyre predicting intent in real-time. 🤖 We are moving from AI as a "feature" to AI as the entire engine. $ZETA is perfectly"  
[X Link](https://x.com/LongGameEquity/status/2023054210296615086)  2026-02-15T15:18Z [---] followers, [---] engagements


"$ADBE is a cannibal but Im not complaining 🤷♂ $ADBE has quietly reduced its diluted share count by 15.8% over the past decade. This company is one of the most shareholder-friendly names in big tech. https://t.co/X1HM0l6dpo $ADBE has quietly reduced its diluted share count by 15.8% over the past decade. This company is one of the most shareholder-friendly names in big tech. https://t.co/X1HM0l6dpo"  
[X Link](https://x.com/LongGameEquity/status/2023100868820979777)  2026-02-15T18:23Z [---] followers, [---] engagements


"Midterm Year Strategy: Where are you hiding 🛡 The "Midterm Curse" is the fear: Since [----] these years average a 17% drop as the market prices in political shifts. 📉 Are you playing defense or buying the blood in the streets Drop your move below 👇 #FinTwit #StockMarket #2026Midterms #Investing $META $NVDA $AMD"  
[X Link](https://x.com/LongGameEquity/status/2023107804916031914)  2026-02-15T18:51Z [---] followers, [----] engagements


"@JMKInvests Idk your portfolio but amd meta amazon sofi elf zeta ceg"  
[X Link](https://x.com/LongGameEquity/status/2023109753665364449)  2026-02-15T18:58Z [---] followers, [--] engagements


"@zerohedge @grok what does this mean for Netflix"  
[X Link](https://x.com/LongGameEquity/status/2023126323351445961)  2026-02-15T20:04Z [---] followers, [----] engagements


"@Miko_Invest Unfortunately stocks move when they want to being an investor is hard 😂"  
[X Link](https://x.com/LongGameEquity/status/2023128383501324710)  2026-02-15T20:12Z [---] followers, [--] engagements


"@Coinvo @grok who is winning the ai race the US or China"  
[X Link](https://x.com/LongGameEquity/status/2023136148692901979)  2026-02-15T20:43Z [---] followers, [---] engagements


"We are looking kinda rough 😭 $ADBE $CRM $NOW $ZETA $MSFT $PLTR So real 😭 https://t.co/B3BS4Qgrlm So real 😭 https://t.co/B3BS4Qgrlm"  
[X Link](https://x.com/LongGameEquity/status/2023161153451700373)  2026-02-15T22:23Z [---] followers, [---] engagements


"@StTomNakstamoto Iren is monster 💪"  
[X Link](https://x.com/LongGameEquity/status/2023184626420994494)  2026-02-15T23:56Z [---] followers, [--] engagements


"Looks like I was actually right 😂 $META $PLTR $PLTR at 70% revenue growth and $META at 30% revenue growth next quarter This is the bubble I have been waiting for time to sell https://t.co/HFVNzNySYe $PLTR at 70% revenue growth and $META at 30% revenue growth next quarter This is the bubble I have been waiting for time to sell https://t.co/HFVNzNySYe"  
[X Link](https://x.com/LongGameEquity/status/2023190690075721798)  2026-02-16T00:20Z [---] followers, [---] engagements


"@TheFinPitch Most professionals use Nano banana on Adobe. Its a wrapper for all the llm generators"  
[X Link](https://x.com/LongGameEquity/status/2023202121508966632)  2026-02-16T01:05Z [---] followers, [--] engagements


"The Great Wealth Transfer is officially here. A RECORD 32% of all US household wealth is held by those 70+. Trillions are about to migrate from legacy banks to the apps the heirs actually use. $SOFI and $HOOD are the new era's beneficiaries. The disruption is just beginning. 🚀 🏦 https://twitter.com/i/web/status/2023208897033437427 https://twitter.com/i/web/status/2023208897033437427"  
[X Link](https://x.com/LongGameEquity/status/2023208897033437427)  2026-02-16T01:32Z [---] followers, [---] engagements


"@growthrapidly Easy 10x"  
[X Link](https://x.com/LongGameEquity/status/2023211846698676420)  2026-02-16T01:44Z [---] followers, [--] engagements


"$AMZN is currently on its longest losing streak since [----]. The market is scared of the $200B capex plan for AI and satellites. But remember: Wall Street hated the investment in AWS. They hated the investment in Prime shipping. They hated the investment in Logistics. Now Those are the engines that run the world. Short-term: Margin pressure. Long-term: Total AI infrastructure dominance. Are you watching the price or the potential 📦☁ https://twitter.com/i/web/status/2023213319981592633 https://twitter.com/i/web/status/2023213319981592633"  
[X Link](https://x.com/LongGameEquity/status/2023213319981592633)  2026-02-16T01:50Z [---] followers, [---] engagements


"@Mintcondish369 Link is looking attractive here"  
[X Link](https://x.com/LongGameEquity/status/2023224380713533449)  2026-02-16T02:34Z [---] followers, [--] engagements


"Are you buying the CRYPTO DIP 👀 $BTC $ETH $LINK $XRP $DOGE $AVAX YES NO YES NO"  
[X Link](https://x.com/LongGameEquity/status/2023225430342271453)  2026-02-16T02:38Z [---] followers, [---] engagements


"@WhaleInsider @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2023228092961935633)  2026-02-16T02:49Z [---] followers, [--] engagements


"@INVESTinRM Lets connect"  
[X Link](https://x.com/LongGameEquity/status/2023256648295264725)  2026-02-16T04:42Z [---] followers, [--] engagements


"@WhaleInsider He realized he is losing in the US 😂"  
[X Link](https://x.com/LongGameEquity/status/2023259198633476354)  2026-02-16T04:52Z [---] followers, [---] engagements


"@RyanRozbiani @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2023261051710558244)  2026-02-16T04:59Z [---] followers, [--] engagements


"@zerohedge @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2023261870875086953)  2026-02-16T05:03Z [---] followers, [---] engagements


"@FirstSquawk If BYD entered the US every car maker would be fked Its like 15k a car"  
[X Link](https://x.com/LongGameEquity/status/2023262722675429388)  2026-02-16T05:06Z [---] followers, [---] engagements


"You can only pick ONE. The others are gone forever $AMZN $META $GLD $BTC What are you locking in for the next decade 👇"  
[X Link](https://x.com/LongGameEquity/status/2023383359607759105)  2026-02-16T13:06Z [---] followers, [---] engagements


"28 consecutive quarters of growth. Net sales up 38%. EBITDA up 79%. e.l.f. Beauty $ELF isnt just a makeup brand anymoreits a masterclass in market disruption. While legacy brands struggle for 2% growth ELF is scaling Rhode expanding in Germany and taking market share like its easy. The Playbook: [--]. Speed to market [--]. Holy Grail quality [--]. Gen Z loyalty Watch this space. This is the new standard for Consumer Staples. 💄🚀"  
[X Link](https://x.com/LongGameEquity/status/2023412552471027797)  2026-02-16T15:02Z [---] followers, [--] engagements


"500 Followers I am incredibly grateful for the community we are building here. Thanks to everyone for the support and the great conversations. It has been a blast sharing this space with you all. Onward to [----]. Lets keep growing 🚀 #500Followers #BuildingInPublic #Growth #Community #Networking #XFamily https://twitter.com/i/web/status/2023445613216411652 https://twitter.com/i/web/status/2023445613216411652"  
[X Link](https://x.com/LongGameEquity/status/2023445613216411652)  2026-02-16T17:13Z [---] followers, [----] engagements


"The "SaaSpocalypse" is here and the market is officially irrational. 🏛🚨 AppLovin $APP just printed one of the most extraordinary quarters in ad-tech history yet the "AI Disruption" narrative has the bears in a chokehold. Look at the divergence in the programmatic stack: $APP (The Performance Machine) Revenue Growth: 66% 📈 EBITDA Margin: 84% 💰 $TTD (The Demand Giant) Revenue Growth: 19% 📈 EBITDA Margin: 43% 💰 $MGNI (The Supply Layer) Revenue Growth: 15% 📈 EBITDA Margin: 31% 💰 The divergence is a chasm. While the sector grows at a healthy clip $APP is operating with unit economics that"  
[X Link](https://x.com/LongGameEquity/status/2023456936511897705)  2026-02-16T17:58Z [---] followers, [---] engagements


"My [----] EOY Price Targets 💸📈 $AMD - $320 $META -$850 $AMZN - $280 $SOFI - $35 $ZETA - $25 $ADBE - $370 Which one of these hits the target first or am I being way too optimistic #FinTwit #Investing #Stocks #AI #2026Targets"  
[X Link](https://x.com/LongGameEquity/status/2023460481021649148)  2026-02-16T18:12Z [---] followers, [---] engagements


"2026 could surprise people. [--] stocks with real upside if execution hits: $AMD AI share gains + margin expansion = narrative shift fast. $SOFI Rate cuts + product cross-sell = earnings inflection. This one moves hard when sentiment flips. $AMZN Massive capex today operating leverage tomorrow. AWS + AI monetization could shock. Earnings drive price. Whos getting underestimated 👀 #Stocks #Investing #Growth #AI"  
[X Link](https://x.com/LongGameEquity/status/2023478214845493319)  2026-02-16T19:22Z [---] followers, [---] engagements


"@spectatorindex @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2023486212137513031)  2026-02-16T19:54Z [---] followers, [----] engagements


"2026 Prediction: $META is coming for the e-commerce crown. By launching a native Meta Shop with a 5-10% take rate they turn social discovery into direct retail. They have the data and the scale to become a global marketplace leader overnight. The traditional sales funnel is dead. Welcome to the era of the digital mall"  
[X Link](https://x.com/LongGameEquity/status/2023487376698298449)  2026-02-16T19:59Z [---] followers, [---] engagements


"💰 $AMZN vs $SPY [--] years ago: $10000 invested 📈 S&P [---] $17300 🟠 Amazon $12200 Difference = $5100 😮 Sometimes the market leader isnt the fastest grower. 📊 #Investing #Stocks #SP500 #Amazon #PortfolioStrategy"  
[X Link](https://x.com/LongGameEquity/status/2023500030926352490)  2026-02-16T20:49Z [---] followers, [---] engagements


"AI is about to have one of those remember this week moments 👀 On deck: $GOOG Gemini [---] Pro $MSFT / $OPENAI GPT-5.3 $AMZN Claude Sonnet [--] $TSLA Grok [----] DeepSeek V4 A surprise model lurking in the shadows The AI arms race just shifted into another gear. #AI #LLM #TechStocks #OpenAI #Google #Anthropic #xAI #DeepSeek"  
[X Link](https://x.com/LongGameEquity/status/2023516487198167212)  2026-02-16T21:55Z [---] followers, [---] engagements


"@trevhesinvests I have been trying to research celsius but I cannot find a easy way to value it and see if its undervalued"  
[X Link](https://x.com/LongGameEquity/status/2023530228719776080)  2026-02-16T22:49Z [---] followers, [---] engagements


"@trevhesinvests I love Alani but my concern is I am not a huge Celsius person and the core brand is kinda decelerating. Also I am not sure about rock star"  
[X Link](https://x.com/LongGameEquity/status/2023543603965104547)  2026-02-16T23:42Z [---] followers, [--] engagements


"$META IS REVIVING THE DEAD Zombie accounts coming Meta has patented AI that can run a dead person's account continuing to post and chat on their behalf It can message and video call by replicating a user's online behavior using their past data https://t.co/2FiExpQmMl Meta has patented AI that can run a dead person's account continuing to post and chat on their behalf It can message and video call by replicating a user's online behavior using their past data https://t.co/2FiExpQmMl"  
[X Link](https://x.com/LongGameEquity/status/2023566037271146640)  2026-02-17T01:11Z [---] followers, [---] engagements


"RT @QualCompounders: $CEG Just signed another mega deal with CyprusOne to power their data center. 🔋💪 https://seekingalpha.com/news/4548981-constellation-energy-signs-380-mw-power-deal-with-cyrusone-for-new-texas-data-centershare_source=shared_news https://seekingalpha.com/news/4548981-constellation-energy-signs-380-mw-power-deal-with-cyrusone-for-new-texas-data-centershare_source=shared_news"  
[X Link](https://x.com/LongGameEquity/status/2023567238943433100)  2026-02-17T01:16Z [---] followers, [--] engagements


"@zerohedge @grok is it better if the acquisition goes through or not"  
[X Link](https://x.com/LongGameEquity/status/2023570894182867335)  2026-02-17T01:31Z [---] followers, [---] engagements


"Futures opened lower after weak jobs + rising AI fears the market is not happy. $SPY $QQQ $META #Stocks 📉"  
[X Link](https://x.com/LongGameEquity/status/2023581342965862742)  2026-02-17T02:12Z [---] followers, [---] engagements


"@elonmusk Can my hamster register to vote"  
[X Link](https://x.com/LongGameEquity/status/2023582914886160736)  2026-02-17T02:18Z [---] followers, [--] engagements


"@AllIn_ETFs"  
[X Link](https://x.com/LongGameEquity/status/2023593486037975248)  2026-02-17T03:00Z [---] followers, [--] engagements


"Would you rather have: $1000000 today or [--] penny that doubles every day for [--] days What are you taking 🤔💰 #Investing #Compounding"  
[X Link](https://x.com/LongGameEquity/status/2023741172640874895)  2026-02-17T12:47Z [---] followers, [---] engagements


"@CarsonTalkMoney Id buy in chunks [------] [---] and so on"  
[X Link](https://x.com/LongGameEquity/status/2023760072854434186)  2026-02-17T14:02Z [---] followers, [---] engagements


"Which LLM do you think is the best right now $GOOG $META $MSFT #AI #LLM #GenerativeAI Claude/Anthropic OpenAI Gemini Claude/Anthropic OpenAI Gemini"  
[X Link](https://x.com/LongGameEquity/status/2023761591066653130)  2026-02-17T14:08Z [---] followers, [---] engagements


"@SharestepAI Adobe from a numbers perspective is the clear winner and the most hates making it my favorite as well 😂"  
[X Link](https://x.com/LongGameEquity/status/2023774218001801278)  2026-02-17T14:59Z [---] followers, [--] engagements


"@alextheinvstor Adobe is priced for death which i like"  
[X Link](https://x.com/LongGameEquity/status/2023806922428756321)  2026-02-17T17:09Z [---] followers, [--] engagements


"@QualCompounders [---] billion for ant group is extremely generous lol. That would trade at like twice the valuation of US fintech"  
[X Link](https://x.com/LongGameEquity/status/2023822767825842578)  2026-02-17T18:12Z [---] followers, [--] engagements


"@elonmusk @grok is grok [---] the inflection point for your model"  
[X Link](https://x.com/LongGameEquity/status/2023830225377796601)  2026-02-17T18:41Z [---] followers, [----] engagements


"@Kalshi These gonna be 3k like the vr goggles lmao"  
[X Link](https://x.com/LongGameEquity/status/2023831648492572768)  2026-02-17T18:47Z [---] followers, [--] engagements


"@zerohedge they bought the crap out of META"  
[X Link](https://x.com/LongGameEquity/status/2023879451881435448)  2026-02-17T21:57Z [---] followers, [---] engagements


"@WheelieInvestor I see this as bullish amd"  
[X Link](https://x.com/LongGameEquity/status/2023881979817845190)  2026-02-17T22:07Z [---] followers, [---] engagements


"@QualCompounders Some of these gap fills are way more likely than not especially almost being at all time highs. Market only needs a few percent down"  
[X Link](https://x.com/LongGameEquity/status/2023889232688033923)  2026-02-17T22:36Z [---] followers, [--] engagements


"@elonmusk W elon"  
[X Link](https://x.com/LongGameEquity/status/2023894638952669535)  2026-02-17T22:57Z [---] followers, [--] engagements


"@elonmusk @grok"  
[X Link](https://x.com/LongGameEquity/status/2023929333706842552)  2026-02-18T01:15Z [---] followers, [--] engagements


"@FirstSquawk Amd next 👀"  
[X Link](https://x.com/LongGameEquity/status/2023981137954021578)  2026-02-18T04:41Z [---] followers, [--] engagements


"@QualCompounders This is yesterdays mornings news its down on meta nvda contract"  
[X Link](https://x.com/LongGameEquity/status/2024138289842643047)  2026-02-18T15:05Z [---] followers, [--] engagements


"@Stockfins I love out of favor Thats where the best deals are. Thats where the real money is made"  
[X Link](https://x.com/LongGameEquity/status/2024143639476130269)  2026-02-18T15:27Z [---] followers, [--] engagements


"@Stockfins I see a lot of Uber talk from great investors is Lyft an issue i use them sometimes for cheaper rides"  
[X Link](https://x.com/LongGameEquity/status/2024150388471931011)  2026-02-18T15:53Z [---] followers, [--] engagements


"@QualCompounders Amazon and meta way too high especially until they justify capex which will take a long time"  
[X Link](https://x.com/LongGameEquity/status/2024190482461438092)  2026-02-18T18:33Z [---] followers, [--] engagements


"The Ratings Duopoly: $MCO vs $SPGI These two companies own an 80% market share in credit ratings. They are the ultimate "toll booths" of the financial world. $MCO (Moodys) The high-margin specialist. Moodys is more concentrated on the ratings business itself. When interest rates drop and the "refinancing wave" hits $MCO captures the most upside. It is a leaner more sensitive play on debt issuance cycles. $SPGI (S&P Global) The diversified data empire. Beyond just ratings they own the S&P [---] and Dow Jones indices. With the IHS Markit merger theyve become a massive financial data subscription"  
[X Link](https://x.com/LongGameEquity/status/2023092136867151958)  2026-02-15T17:48Z [---] followers, [----] engagements


"AI is no longer a software race. It is a power race. In [----] the real winners of the AI boom arent just the ones building modelsit is the companies providing the electrons. $CEG and $VST are the new tech darlings. Data centers are consuming energy faster than the grid can scale. Nuclear is the only answer. We are entering the era of the Sovereign Energy Trade. If you are only betting on GPUs you are missing the fuel. https://twitter.com/i/web/status/2023504659306979331 https://twitter.com/i/web/status/2023504659306979331"  
[X Link](https://x.com/LongGameEquity/status/2023504659306979331)  2026-02-16T21:08Z [---] followers, [---] engagements


"Reminder Makeup is recession proof and $ELF will do amazing with or without AI"  
[X Link](https://x.com/LongGameEquity/status/2023777787669274823)  2026-02-17T15:13Z [---] followers, [---] engagements


"Todays buys: [--] shares of $CRM [--] shares of $ADBE 🚀📈"  
[X Link](https://x.com/LongGameEquity/status/2023792428797321364)  2026-02-17T16:11Z [---] followers, [----] engagements


"Metas [----] CapEx is a staggering $115B-$135B. Thats enough to buy NVIDIAs entire Rubin roadmap AND place a record-breaking order for AMDs MI450. History shows Meta loves a multi-vendor hedge. Expect an AMD "Helios" announcement later this year. $META $AMD $NVDA #AI #GPU $NVDA 🔥 up after hours on a massive multiyear strategic partnership with $META 🤝 Meanwhile $AMD slides 5% AI moves arent over and the chips are still hot 🍿 Whos winning the next wave 👀 https://t.co/PVCkSo1Hdc $NVDA 🔥 up after hours on a massive multiyear strategic partnership with $META 🤝 Meanwhile $AMD slides 5% AI"  
[X Link](https://x.com/LongGameEquity/status/2023888069494272273)  2026-02-17T22:31Z [---] followers, [---] engagements


"@Inosukeei_coder Whats ur secret for impressions"  
[X Link](https://x.com/LongGameEquity/status/2024177014438015226)  2026-02-18T17:39Z [---] followers, [--] engagements


"Cheesecake Factory (CAKE) Q4 [----] Earnings 🍰 ✅ Revenue: 961.6M (vs. 949M expected) BEAT ✅ Adj. EPS: [----] (vs. [----] expected) BEAT ✅ New Openings: [--] new restaurants in [----] ✅ Dividend: Company lifted its quarterly dividend ✅ [----] Plans: Goal to open up to [--] new locations Stock is down 9% https://twitter.com/i/web/status/2024232223541502313 https://twitter.com/i/web/status/2024232223541502313"  
[X Link](https://x.com/LongGameEquity/status/2024232223541502313)  2026-02-18T21:19Z [---] followers, [---] engagements


"$CAKE as expected this takes a breather after being up 20% ytd. Still a long term winner Cheesecake Factory (CAKE) Q4 [----] Earnings 🍰 ✅ Revenue: 961.6M (vs. 949M expected) BEAT ✅ Adj. EPS: [----] (vs. [----] expected) BEAT ✅ New Openings: [--] new restaurants in [----] ✅ Dividend: Company lifted its quarterly dividend ✅ [----] Plans: Goal to open up to [--] new https://t.co/kQ0THV2jwt Cheesecake Factory (CAKE) Q4 [----] Earnings 🍰 ✅ Revenue: 961.6M (vs. 949M expected) BEAT ✅ Adj. EPS: [----] (vs. [----] expected) BEAT ✅ New Openings: [--] new restaurants in [----] ✅ Dividend: Company lifted its quarterly"  
[X Link](https://x.com/LongGameEquity/status/2024232908450357713)  2026-02-18T21:21Z [---] followers, [---] engagements


"@WhaleInsider Kalshi is my basically facts for odds"  
[X Link](https://x.com/LongGameEquity/status/2024236675379908941)  2026-02-18T21:36Z [---] followers, [--] engagements


"@BRICSinfo @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2024257397951217751)  2026-02-18T22:59Z [---] followers, [---] engagements


"MAG7 projected Free Cash Flow vs CAPEX 👀 This is why the markets nervous. When does the spending slow down or flatline for $META $GOOG $MSFT $AMZN $TSLA $AAPL and $NVDA are the only ones not burning through most of their FCF. Multiple compression is real when cash flow gets squeezed. https://twitter.com/i/web/status/2022426212518313998 https://twitter.com/i/web/status/2022426212518313998"  
[X Link](https://x.com/LongGameEquity/status/2022426212518313998)  2026-02-13T21:42Z [---] followers, [---] engagements


"@BillAckman This looks incredible ill take a dozen of them"  
[X Link](https://x.com/LongGameEquity/status/2023628857694122227)  2026-02-17T05:21Z [---] followers, [---] engagements


"@AnushElangovan @AMD @SemiAnalysis_ Well said"  
[X Link](https://x.com/LongGameEquity/status/2023809728598642858)  2026-02-17T17:20Z [---] followers, [---] engagements


"@HolySmokas Honestly META and AMZN ARE Close for best buy"  
[X Link](https://x.com/LongGameEquity/status/2023861259884802461)  2026-02-17T20:45Z [---] followers, [---] engagements


"$NVDA 🔥 up after hours on a massive multiyear strategic partnership with $META 🤝 Meanwhile $AMD slides 5% AI moves arent over and the chips are still hot 🍿 Whos winning the next wave 👀"  
[X Link](https://x.com/LongGameEquity/status/2023873493537026305)  2026-02-17T21:33Z [---] followers, [---] engagements


"@AMD @AnushElangovan Amd is the inference queen"  
[X Link](https://x.com/LongGameEquity/status/2023888738825498735)  2026-02-17T22:34Z [---] followers, [---] engagements


"@CarsonTalkMoney I think the only bearish part is them buying NVDA cpus but this was a given eventually"  
[X Link](https://x.com/LongGameEquity/status/2024125948799430841)  2026-02-18T14:16Z [---] followers, [--] engagements


"Everyone is buying Gold at all-time highs and selling Bitcoin at a 40% discount. History is literally screaming at you. 2022: "Crypto is over" - BTC 5x 2024: "ETF is a sell the news" - BTC 2x 2026: "The 4-year cycle is broken" - Wealth is transferred from the impatient to the disciplined. Are you a liquidator or an accumulator Choose wisely. #Bitcoin #Crypto #Gold #Investing https://twitter.com/i/web/status/2022845219884998928 https://twitter.com/i/web/status/2022845219884998928"  
[X Link](https://x.com/LongGameEquity/status/2022845219884998928)  2026-02-15T01:27Z [---] followers, [---] engagements


"The market logic is officially broken. 📉 Big Tech $AMZN $GOOGL $MSFT $META are getting crushed because theyre spending "too much" on CapExforecasts hitting $700B+ for [----]. 💸 But here is the part that makes zero sense: why are chip stocks $NVDA $AVGO $AMD $MU dropping in sympathy Think about it: [--] One companys "overspending" is another companys Revenue. [--] If the #Mag7 are in a "spend-or-die" AI arms race they are literally legally obligated to hand that cash to the chipmakers. [--] $AMZN alone is eyeing $200B in CapEx. $GOOGL is at $180B+. Investors are selling the buyers because of "ROI"  
[X Link](https://x.com/LongGameEquity/status/2023047838112825357)  2026-02-15T14:52Z [---] followers, [---] engagements

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