# ![@InvestingVisual Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1654481430636838914.png) @InvestingVisual Investing visuals

Several major tech companies have recently announced significant deals and posted strong earnings, driving attention to the AI and tech sectors. Notably, Amazon and OpenAI have formed a multi-year partnership, while companies like Palantir, Duolingo, and Shopify have reported impressive quarterly results. The demand for AI infrastructure and related services continues to surge, benefiting companies like Nvidia, AMD, and cloud service providers.

### Engagements: [-------] [#](/creator/twitter::1654481430636838914/interactions)
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- [--] Week [---------] +15%
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- [--] Year [----------] +196%

### Mentions: [--] [#](/creator/twitter::1654481430636838914/posts_active)
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- [--] Week [---] +17%
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### Followers: [-------] [#](/creator/twitter::1654481430636838914/followers)
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- [--] Week [-------] +0.30%
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- [--] Months [-------] +32%
- [--] Year [-------] +113%

### CreatorRank: [------] [#](/creator/twitter::1654481430636838914/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1654481430636838914/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #395 [stocks](/list/stocks)  54.69% [technology brands](/list/technology-brands)  36.72% [automotive brands](/list/automotive-brands)  6.25% [social networks](/list/social-networks)  3.91% [countries](/list/countries)  #2229 [cryptocurrencies](/list/cryptocurrencies)  1.56% [products](/list/products)  0.78% [exchanges](/list/exchanges)  0.78%

**Social topic influence**
[$googl](/topic/$googl) #2641, [$amd](/topic/$amd) #79, [$nbis](/topic/$nbis) #56, [$pltr](/topic/$pltr) #136, [ai](/topic/ai) 14.06%, [$nvda](/topic/$nvda) #1108, [$asml](/topic/$asml) #16, [asml](/topic/asml) #38, [$rbrk](/topic/$rbrk) #9, [$now](/topic/$now) #44

**Top accounts mentioned or mentioned by**
[@gantenbein22096](/creator/undefined) [@arisendrake](/creator/undefined) [@felixsen87](/creator/undefined) [@dee11fibre](/creator/undefined) [@sojustfollowme](/creator/undefined) [@axelfcrypto](/creator/undefined) [@blocksavant88](/creator/undefined) [@cariloncapital](/creator/undefined) [@rokajoska](/creator/undefined) [@theraymyers](/creator/undefined) [@nunl](/creator/undefined) [@nos](/creator/undefined) [@adnl](/creator/undefined) [@trouw](/creator/undefined) [@telegraaf](/creator/undefined) [@nrc](/creator/undefined) [@volkskrant](/creator/undefined) [@sachivm99](/creator/undefined) [@mark_johnson80](/creator/undefined) [@0xdefi_nomad](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Now Coin (NOW)](/topic/$now) [Iris Energy Limited (IREN)](/topic/$iren) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Tesla, Inc. (TSLA)](/topic/$tsla) [Shopify Inc (SHOP)](/topic/$shop) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Mastercard, Inc. (MA)](/topic/$ma) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Figma, Inc. (FIG)](/topic/$fig) [Adobe, Inc. (ADBE)](/topic/$adbe) [Salesforce Inc (CRM)](/topic/$crm) [Datadog Inc (DDOG)](/topic/$ddog) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Apple, Inc. (AAPL)](/topic/$aapl) [RAI Finance (SOFI)](/topic/$sofi) [Oracle Corporation (ORCL)](/topic/$orcl) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Constellation Energy Corp (CEG)](/topic/$ceg) [Nextracker Inc. (NXT)](/topic/$nxt) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Arm Holdings plc (ARM)](/topic/$arm) [Tempus AI, Inc. (TEM)](/topic/$tem) [Cloudflare, Inc. (NET)](/topic/$net) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [GE Vernova Inc. (GEV)](/topic/$gev) [Bloom Energy Corporation (BE)](/topic/$be) [Uber Technologies, Inc. (UBER)](/topic/$uber) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Reddit, Inc.  (RDDT)](/topic/$rddt) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Novo-Nordisk (NVO)](/topic/$nvo) [Netflix Inc (NFLX)](/topic/$nflx) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Zscaler Inc (ZS)](/topic/$zs) [UnitedHealth Group (UNH)](/topic/$unh) [Texas Instruments (TXN)](/topic/$txn) [SAP SE (SAP)](/topic/$sap) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Spotify Technology (SPOT)](/topic/$spot)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Presenting you my first deep dive covering $RBRK: Founder led Mission-critical Growing over 50% Named 6x data protection leader This is the story of a business that evolved from simple backups to an industry-leading cyber resilience platform. Lets dive in (25 min. read) 🧵👇 https://twitter.com/i/web/status/1982449952266621332 https://twitter.com/i/web/status/1982449952266621332"  
[X Link](https://x.com/InvestingVisual/status/1982449952266621332)  2025-10-26T14:11Z 106.2K followers, 400.9K engagements


"$ADYEY vs $DLO: $ADYEY down -9% after missing Q2 estimates and a soft guidance $DLO up +22% with a triple beat and raised guidance"  
[X Link](https://x.com/InvestingVisual/status/1955990547589476412)  2025-08-14T13:51Z 105.4K followers, [----] engagements


"ROAST my top positions 🔥 What would you add cut or size differently Be brutally honest I can take it. More context & something new Im launching in the thread below 🧵👇"  
[X Link](https://x.com/InvestingVisual/status/1972303495605727675)  2025-09-28T14:12Z 105.5K followers, 41.1K engagements


"Top [--] best-performing AI stocks this year: [--]. $IREN +455% [--]. $NBIS +240% [--]. $PLTR +154%"  
[X Link](https://x.com/InvestingVisual/status/1988335926741807442)  2025-11-11T20:00Z 105.5K followers, 79K engagements


"The market these days: 🔴 AI is a bubble 🟢 AI is revolutionary 🔴 AI is a bubble 🟢 AI is revolutionary 🔴 AI is a bubble 🟢 AI is revolutionary 🔴 AI is a bubble 🟢 AI is revolutionary 🔴 AI is a bubble 🟢 AI is revolutionary 🔴 AI is a bubble Some of the best positioned businesses in each phase of the AI growth cycle: Phase 1: $NVDA $ASML $AMD $TSMC $NBIS Phase 2: $MSFT $META $GOOGL $AMZN Phase 3: $PLTR $NOW $TEM $RBRK $NET Phase 4: $SPOT $SHOP $NFLX $TSLA $DUOL https://t.co/p8E0EsdvJF Some of the best positioned businesses in each phase of the AI growth cycle: Phase 1: $NVDA $ASML $AMD"  
[X Link](https://x.com/InvestingVisual/status/2000590936498188609)  2025-12-15T15:37Z 105.5K followers, 89.8K engagements


"Business battle SUPER THREAD covering: $NVDA vs $AMD $ASML vs $TSM $GOOGL vs $MSFT $AMZN vs $MELI $V vs $MA And many more. Let's dive in 🧵👇 1/10 - $NVDA vs $AMD: Two AI powerhouses both in a great position to do very well in the years to come"  
[X Link](https://x.com/InvestingVisual/status/2005241538402734175)  2025-12-28T11:36Z 105.5K followers, 119.3K engagements


"10 high quality software stocks: Elite (60): $PLTR $FIG $VEEV $RBRK Very high (54 - 60): $MNDY $DDOG High (50 - 53): $PANW $NOW $ADBE $FROG Do you have a favorite"  
[X Link](https://x.com/InvestingVisual/status/2007096542465753254)  2026-01-02T14:28Z 105.4K followers, 21K engagements


"The agentic AI cybersecurity market is expected to reach $94B by [----] (25% CAGR) according to grand view research. Notable names to watch: $CRWD $NET $ZS $PANW with $RBRK being my personal favorite"  
[X Link](https://x.com/InvestingVisual/status/2007550030643704252)  2026-01-03T20:30Z 105.5K followers, 32.7K engagements


"$PLTR's revenue growth since going public is nothing short of spectacular: [----] Q1 [----] $161M Q2 [----] $176M Q3 [----] $191M Q4 [----] $229M [----] Q1 [----] $229M Q2 [----] $252M Q3 [----] $289M Q4 [----] $322M [----] Q1 [----] $341M Q2 [----] $376M Q3 [----] $392M Q4 [----] $433M [----] Q1 [----] $446M Q2 [----] $473M Q3 [----] $478M Q4 [----] $509M [----] Q1 [----] $525M Q2 [----] $533M Q3 [----] $558M Q4 [----] $608M [----] Q1 [----] $634M Q2 [----] $678M Q3 [----] $726M Q4 [----] $828M [----] Q1 [----] $884M Q2 [----] $1004M Q3 [----] $1181M Over this period revenue grew at an average rate of around 32% per year."  
[X Link](https://x.com/InvestingVisual/status/2007818046883189217)  2026-01-04T14:15Z 105.4K followers, 78.6K engagements


"AI is going to disrupt every software business. At least that is what the market seems to think right now indiscriminately selling off every software name. While some business models are under real pressure this is the time to separate the wheat from the chaff. Those that focus on a single use case or narrow workflow are indeed going to have a tough time. Those that own the data the workflows and are deeply entrenched in modern business are likely to become major winners. This is where the real dispersion happens. I believe software platforms that bundle multiple capabilities into one broader"  
[X Link](https://x.com/InvestingVisual/status/2012531353355764017)  2026-01-17T14:24Z 105.4K followers, 26.2K engagements


"@invest091 Thx Michael [----] will be a very interesting year. $VEEV is a great business btw"  
[X Link](https://x.com/InvestingVisual/status/2012599564214075887)  2026-01-17T18:55Z 105.4K followers, [---] engagements


"How they make money: $NVDA vs $AMD 🫰"  
[X Link](https://x.com/InvestingVisual/status/2012612638664962382)  2026-01-17T19:47Z 105.5K followers, 80.8K engagements


"$NFLX Q4 [----] visualized 👇"  
[X Link](https://x.com/InvestingVisual/status/2013997365653316013)  2026-01-21T15:29Z 105.3K followers, 21.4K engagements


"$NVDA vs $AMD: you can only hold one for the next [--] years. Which do you pick"  
[X Link](https://x.com/InvestingVisual/status/2014050110330507763)  2026-01-21T18:59Z 105.4K followers, 110.8K engagements


"How $META makes money 🫰"  
[X Link](https://x.com/InvestingVisual/status/2014780925796876357)  2026-01-23T19:23Z 105.3K followers, 19.2K engagements


"$ASML Q4 earnings incoming👀 Major earnings week ahead Tuesday: $UNH $TXN Wednesday: $ASML $MSFT $META $TSLA $NOW Thursday: $MA $AAPL $V $SAP Friday: $SOFI https://t.co/0AYbe8TexP Major earnings week ahead Tuesday: $UNH $TXN Wednesday: $ASML $MSFT $META $TSLA $NOW Thursday: $MA $AAPL $V $SAP Friday: $SOFI https://t.co/0AYbe8TexP"  
[X Link](https://x.com/InvestingVisual/status/2015849970159460560)  2026-01-26T18:11Z 105.4K followers, 51.8K engagements


"$ASML is reporting Q4 [----] earnings tomorrow: Est. revenue: $9.5B (+3.5%) Est. EPS: $7.55 (+10.3%)"  
[X Link](https://x.com/InvestingVisual/status/2016155483279659313)  2026-01-27T14:25Z 105.3K followers, 58.8K engagements


"$META Q4 [----] earnings preview: Est. revenue: $58.5B (+20.8%) Est. EPS: $8.19 (+2.1%) Major earnings week ahead Tuesday: $UNH $TXN Wednesday: $ASML $MSFT $META $TSLA $NOW Thursday: $MA $AAPL $V $SAP Friday: $SOFI https://t.co/0AYbe8TexP Major earnings week ahead Tuesday: $UNH $TXN Wednesday: $ASML $MSFT $META $TSLA $NOW Thursday: $MA $AAPL $V $SAP Friday: $SOFI https://t.co/0AYbe8TexP"  
[X Link](https://x.com/InvestingVisual/status/2016235258979459276)  2026-01-27T19:42Z 105.3K followers, 85.9K engagements


"$ASML Q4 [----] earnings: Revenue 9.72B v [----] Est. Q4 Net order bookings 13.2B Announces up to 12B share buyback Outlook: Raises FY26 Rev 34-39B - 35.2B vs 32.7B prior. $ASML is reporting Q4 [----] earnings tomorrow: Est. revenue: $9.5B (+3.5%) Est. EPS: $7.55 (+10.3%) https://t.co/yO6bu5tYHU $ASML is reporting Q4 [----] earnings tomorrow: Est. revenue: $9.5B (+3.5%) Est. EPS: $7.55 (+10.3%) https://t.co/yO6bu5tYHU"  
[X Link](https://x.com/InvestingVisual/status/2016394164192063613)  2026-01-28T06:13Z 105.3K followers, 53K engagements


"$ASML Q4 [----] visualized 👇 $ASML Q4 [----] earnings: Revenue 9.72B v [----] Est. Q4 Net order bookings 13.2B Announces up to 12B share buyback Outlook: Raises FY26 Rev 34-39B - 35.2B vs 32.7B prior. https://t.co/Zwcz9veYc3 $ASML Q4 [----] earnings: Revenue 9.72B v [----] Est. Q4 Net order bookings 13.2B Announces up to 12B share buyback Outlook: Raises FY26 Rev 34-39B - 35.2B vs 32.7B prior. https://t.co/Zwcz9veYc3"  
[X Link](https://x.com/InvestingVisual/status/2016484774198612108)  2026-01-28T12:13Z 105.3K followers, 18.9K engagements


"Both $V and $MA report earnings tomorrow. $V Q4 [----] preview: Est. revenue: $10.7B (+12.4%) Est. EPS: $3.14 (+14.3%) $MA Q4 [----] preview: Est. revenue: $8.8B (+17.2%) Est. EPS: $4.24 (+11%)"  
[X Link](https://x.com/InvestingVisual/status/2016606311119520183)  2026-01-28T20:16Z 105.4K followers, 46.6K engagements


"$TSLA Q4 [----] earnings: Revenue: $24.9B vs $24.7B Est. EPS: $0.50 vs $0.45 Est. Agrees to acquire $2B of xAI preferred stock"  
[X Link](https://x.com/InvestingVisual/status/2016621264949911754)  2026-01-28T21:15Z 105.4K followers, [----] engagements


"$META CapEx guide of $115B$135B vs $110B estimate is incredibly bullish for AI names 🔥 Worldwide AI spending will total $2.5 TRILLION in [----] per Gartner. Businesses best positioned to benefit from AI: [--] Power: $GEV $BE $EOSE $CEG $NXT [--] Chips: $NVDA $AMD $TSM $ASML $AVGO [--] Data centers: $NBIS $IREN $CRWV $ORCL $ALAB [--] AI models: $GOOGL https://t.co/X5hvYwimHN Worldwide AI spending will total $2.5 TRILLION in [----] per Gartner. Businesses best positioned to benefit from AI: [--] Power: $GEV $BE $EOSE $CEG $NXT [--] Chips: $NVDA $AMD $TSM $ASML $AVGO [--] Data centers: $NBIS $IREN $CRWV $ORCL $ALAB 4"  
[X Link](https://x.com/InvestingVisual/status/2016631040018657318)  2026-01-28T21:54Z 105.3K followers, 25.3K engagements


"Me looking at my portfolio today:"  
[X Link](https://x.com/InvestingVisual/status/2016891501452648808)  2026-01-29T15:09Z 105.3K followers, 17.7K engagements


"Remember the [----] bear market Many high quality software names sold off 50% or more only to become multibaggers in the years after. Opportunities like this are rare. Pick wisely and your future self will thank you for it. Software drawdowns from 52-week highs: $FIG -78% $DUOL -74% $TTD -74% $TEAM -63% $NOW -50% $RBRK -42% $ZS -40% $CRM -39% $ADBE -36% $VEEV -32% https://t.co/T5F7LGWqtf Software drawdowns from 52-week highs: $FIG -78% $DUOL -74% $TTD -74% $TEAM -63% $NOW -50% $RBRK -42% $ZS -40% $CRM -39% $ADBE -36% $VEEV -32% https://t.co/T5F7LGWqtf"  
[X Link](https://x.com/InvestingVisual/status/2016967744827035798)  2026-01-29T20:12Z 105.3K followers, 29.4K engagements


"$V Q4 [----] earnings: Revenue: $10.9B vs $10.68B Est. EPS: $3.17 vs $3.14 Est. Total processed transactions $69.4B vs $69.67B Est. Both $V and $MA report earnings tomorrow. $V Q4 [----] preview: Est. revenue: $10.7B (+12.4%) Est. EPS: $3.14 (+14.3%) $MA Q4 [----] preview: Est. revenue: $8.8B (+17.2%) Est. EPS: $4.24 (+11%) https://t.co/AojOXNfd7z Both $V and $MA report earnings tomorrow. $V Q4 [----] preview: Est. revenue: $10.7B (+12.4%) Est. EPS: $3.14 (+14.3%) $MA Q4 [----] preview: Est. revenue: $8.8B (+17.2%) Est. EPS: $4.24 (+11%) https://t.co/AojOXNfd7z"  
[X Link](https://x.com/InvestingVisual/status/2016981009074475169)  2026-01-29T21:05Z 105.4K followers, 27.4K engagements


"$AAPL Q4 [----] earnings: Revenue: $143.7B vs $138.5B Est. EPS: $2.84 vs $2.67 Est. China revenue $25.5B vs $21.3B Est. iPhone revenue $85.3B vs $78.3B Est"  
[X Link](https://x.com/InvestingVisual/status/2016990435038613810)  2026-01-29T21:42Z 105.4K followers, [----] engagements


"$SOFI posted yet another strong quarter today. Their revenue over the past [--] years:"  
[X Link](https://x.com/InvestingVisual/status/2017277249758912551)  2026-01-30T16:42Z 105.5K followers, 112K engagements


"$GOOGL earnings preview: Est. Revenue: $111.5B (+15.3%) Est. EPS: $1.32 (+24.5%) Very exiting earnings week ahead Monday: $PLTR Tuesday: $PYPL $AMD $SMCI Wednesday: $UBER $GOOGL $NVO $ARM $QCOM Thursday: $AZMN $IREN $TEAM $RDDT https://t.co/eGNkTQGOMs Very exiting earnings week ahead Monday: $PLTR Tuesday: $PYPL $AMD $SMCI Wednesday: $UBER $GOOGL $NVO $ARM $QCOM Thursday: $AZMN $IREN $TEAM $RDDT https://t.co/eGNkTQGOMs"  
[X Link](https://x.com/InvestingVisual/status/2018737496914600335)  2026-02-03T17:25Z 105.5K followers, 88.6K engagements


"Feels like the software sector entered the capitulation phase today. Any names youre scooping up"  
[X Link](https://x.com/InvestingVisual/status/2018761288885886992)  2026-02-03T18:59Z 105.4K followers, 12.1K engagements


"$GOOGL what a business: $400B annual revenue $70B annual cloud revenue $60B YouTube revenue [--] billion tokens per minute [---] million Gemini monthly users $GOOGL Q4 [----] earnings: Revenue $113.8B vs $111.5B Est. EPS $2.82 vs $2.64 Est. Google Cloud $17.7B vs $16.2B Est. FY26 CapEx guidance: $180B vs $120B Est. https://t.co/Tu8614eNLi $GOOGL Q4 [----] earnings: Revenue $113.8B vs $111.5B Est. EPS $2.82 vs $2.64 Est. Google Cloud $17.7B vs $16.2B Est. FY26 CapEx guidance: $180B vs $120B Est. https://t.co/Tu8614eNLi"  
[X Link](https://x.com/InvestingVisual/status/2019159528055406797)  2026-02-04T21:22Z 105.5K followers, 27.1K engagements


"@indiesaasgrowth That's exactly what I'm looking for Pravin honest and critical feedback. Sending you a DM with more info right now"  
[X Link](https://x.com/InvestingVisual/status/2020545930831806542)  2026-02-08T17:11Z 105.4K followers, [---] engagements


"@HarryHH1993 Love it I've just send you a DM with more info"  
[X Link](https://x.com/InvestingVisual/status/2020548786104217900)  2026-02-08T17:22Z 105.4K followers, [--] engagements


"@SwingTraderPhiX $NVDA is the one that deserves that title more than any other business🤨"  
[X Link](https://x.com/InvestingVisual/status/2020882447030682088)  2026-02-09T15:28Z 105.5K followers, [---] engagements


"@rokajoska Well said Robert great acquisition by $NBIS that perfectly fits their long term strategy"  
[X Link](https://x.com/InvestingVisual/status/2021235440288715023)  2026-02-10T14:50Z 105.6K followers, [---] engagements


"@Kaizen_Investor Thx Kaizen Really looking forward to build from here 🙌"  
[X Link](https://x.com/InvestingVisual/status/2021265508868243616)  2026-02-10T16:50Z 105.6K followers, [--] engagements


"The stock market is a device for transferring money from the impatient to the patient Warren Buffett"  
[X Link](https://x.com/InvestingVisual/status/2019085720128807092)  2026-02-04T16:28Z 106.2K followers, 13.2K engagements


""AI is eating software". AI stocks right now: 🔴 $CRVW -52% 🔴 $IREN -46% 🔴 $NBIS -39% 🔴 $ALAB -35% 🔴 $PLTR -35% 🔴 $AMD -22% 🔴 $AVGO -20% 🔴 $NVDA -13% 🔴 $ASML -10% 🔴 $TSM -1% This software drawdown is history in the making. Many notable names are now down more than 35% from their 52-week highs. 🔴 $FIG -85% 🔴 $TTD -78% 🔴 $TEAM -68% 🔴 $RBRK -51% 🔴 $NOW -49% 🔴 $DDOG -45% 🔴 $CRM -43% 🔴 $ADBE -41% 🔴 $SHOP -38% 🔴 $PLTR -36% https://t.co/FLlN1zyaWE This software drawdown is history in the making. Many notable names are now down more than 35% from their 52-week highs. 🔴 $FIG -85%"  
[X Link](https://x.com/InvestingVisual/status/2020867029042114828)  2026-02-09T14:27Z 106.2K followers, 39.9K engagements


"$SHOP Q4 [----] visualized:"  
[X Link](https://x.com/InvestingVisual/status/2021670721756217473)  2026-02-11T19:40Z 106.2K followers, 13.8K engagements


"This feels like a slap in the face to hard working Dutch people who are simply trying to protect themselves against inflation and ever rising pension ages. For many long term investing was the only viable option. And now our government is about to make that nearly impossible. What bothers me most is that Gen Z a generation thats already struggling gets hit the hardest. Students who just finished school have almost no real options left to build toward financial freedom. Many are already burdened with student loans cant afford to buy a house and now even long term investing is about to get"  
[X Link](https://x.com/InvestingVisual/status/2022246965560381535)  2026-02-13T09:50Z 106.2K followers, 13.9K engagements


"I posted this on X and Insta and the help Ive received so far is awesome. A $GOOGL engineer thinking along multiple web developers passionate designers a business owner and fellow creators to name a few. It goes to show: all you need to do is ask. Love this platform 🫶 Over the past month I have been quietly working on a single platform for all my content: All my visuals Deep dives Tech write ups Portfolio updates and more It is currently in closed beta and I am looking for a small group of people to help me improve it before https://t.co/pjMDNeR4fa Over the past month I have been quietly"  
[X Link](https://x.com/InvestingVisual/status/2020970533978767815)  2026-02-09T21:18Z 106.2K followers, [----] engagements


"The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what our government is planning to do is disastrous for long term investors. This is the sad truth. Most people here start investing to protect themselves against inflation and ever rising pension ages. Theyre trying to put hard earned money to work hoping they can retire before the age of [--]. And they had a real shot at that"  
[X Link](https://x.com/InvestingVisual/status/2022221938840441335)  2026-02-13T08:10Z 106.2K followers, 872.5K engagements


"@TheRayMyers Absolutely Ray I think they don't realize the breadth and depth of this law and how it impacts millions of people in our country. Not just for years but for decades. It's saddening realy"  
[X Link](https://x.com/InvestingVisual/status/2022226708104094164)  2026-02-13T08:29Z 106.2K followers, [----] engagements


"@JamesAlphaXYZ I am. If this tax passes my entire investment strategy is under threat. Im a Dutch citizen myself so multiple news outlets have reported on this in the past few hours"  
[X Link](https://x.com/InvestingVisual/status/2022252858926919697)  2026-02-13T10:13Z 106.2K followers, [----] engagements


"@weary_centurion I really hope this kind of tax isn't coming for you. I still have hopes our politicians will come to their senses and revisit this"  
[X Link](https://x.com/InvestingVisual/status/2022255083161833773)  2026-02-13T10:22Z 106.2K followers, [---] engagements


"I just signed this petition. You can make your voice count as well: https://box3eerlijk.petities.nl/locale=en https://box3eerlijk.petities.nl/locale=en"  
[X Link](https://x.com/InvestingVisual/status/2022266967046963296)  2026-02-13T11:09Z 106.2K followers, 18.3K engagements


"Worldwide AI spending will total $2.5 TRILLION in [----] per Gartner. Businesses best positioned to benefit from AI: [--] Power: $GEV $BE $EOSE $CEG $NXT [--] Chips: $NVDA $AMD $TSM $ASML $AVGO [--] Data centers: $NBIS $IREN $CRWV $ORCL $ALAB [--] AI models: $GOOGL $META Anthropic OpenAI xAI [--] Software platforms: $PLTR $MSFT $RBRK $CRWD $NOW [--] AI apps and agents: $ZETA $DUOL $AXON $GTLB $PATH https://twitter.com/i/web/status/2015085505537593553 https://twitter.com/i/web/status/2015085505537593553"  
[X Link](https://x.com/InvestingVisual/status/2015085505537593553)  2026-01-24T15:33Z 106.2K followers, 167.7K engagements


"$AMZN earnings preview: Est. Revenue: $211.2B (+12.8%) Est. EPS: $1.942 (+30.7%) Very exiting earnings week ahead Monday: $PLTR Tuesday: $PYPL $AMD $SMCI Wednesday: $UBER $GOOGL $NVO $ARM $QCOM Thursday: $AZMN $IREN $TEAM $RDDT https://t.co/eGNkTQGOMs Very exiting earnings week ahead Monday: $PLTR Tuesday: $PYPL $AMD $SMCI Wednesday: $UBER $GOOGL $NVO $ARM $QCOM Thursday: $AZMN $IREN $TEAM $RDDT https://t.co/eGNkTQGOMs"  
[X Link](https://x.com/InvestingVisual/status/2019054334445789431)  2026-02-04T14:24Z 106.2K followers, 47.6K engagements


"$DUOL is now trading BELOW its [----] IPO price. Meanwhile: 🔹Revenue grew from $251M $964M (43% CAGR) 🔹FCF is up from $6M $355M (202% CAGR) 🔹Daily active users: 10M 51M (54% CAGR) $DUOL is one of the most hated stocks in the market right now"  
[X Link](https://x.com/InvestingVisual/status/2019133355279921643)  2026-02-04T19:38Z 106.2K followers, 31.9K engagements


"Being able to admit mistakes and act accordingly is an investing superpower"  
[X Link](https://x.com/InvestingVisual/status/2020898579276005802)  2026-02-09T16:32Z 106.2K followers, [----] engagements


"First read on the numbers: the revenue miss is likely due to the timing of capacity coming online. What matters more: Raised [----] capacity guide to 3GW 24% adj. EBITDA margin up from 19% in Q3 which is a meaningful improvement Guiding for [--] data centers up from [--] today My take Owning $NBIS is about what they can become in the years ahead and whether execution remains on track. This quarter shows that it very much is. $NBIS Q4 [----] earnings are out Revenue $227M vs $242 Est. EPS: [$-----] vs [$-----] Est 24% adj. EBITDA margin Guidance YE'26 ARR $7B-$9B Raised YE'26 capacity to [---] GW (up from"  
[X Link](https://x.com/InvestingVisual/status/2021923292408418676)  2026-02-12T12:24Z 106.2K followers, 20.6K engagements


"@johnny10gunz Both"  
[X Link](https://x.com/InvestingVisual/status/2022389083172147660)  2026-02-13T19:15Z 106.2K followers, [---] engagements


"$NBIS Q4 [----] earnings are out Revenue $227M vs $242 Est. EPS: [$-----] vs [$-----] Est 24% adj. EBITDA margin Guidance YE'26 ARR $7B-$9B Raised YE'26 capacity to [---] GW (up from 2.5GW)"  
[X Link](https://x.com/InvestingVisual/status/2021918889836171764)  2026-02-12T12:06Z 106.2K followers, 89.5K engagements


"The impact of the 36% tax on unrealized gains for the average Dutch investor: No starting capital [---] monthly contribution Their long term returns drop 40% if this bill passes. This could become one of the biggest destructions of future wealth in Dutch history. The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what https://t.co/9HYM7l0qTc The Dutch government is destroying long"  
[X Link](https://x.com/InvestingVisual/status/2022395460401369100)  2026-02-13T19:40Z 106.2K followers, 42.1K engagements


"@ChartsmartT Yes we do have something like that. But it also means you can only it when you retire (at the age of [--] like myself). Making early retirement impossible"  
[X Link](https://x.com/InvestingVisual/status/2022403933235482857)  2026-02-13T20:14Z 106.2K followers, [---] engagements


"Visa $V vs. Mastercard $MA 🥊👇 A side-by-side comparison of two high quality compounders https://twitter.com/i/web/status/1828089626797498792 https://twitter.com/i/web/status/1828089626797498792"  
[X Link](https://x.com/InvestingVisual/status/1828089626797498792)  2024-08-26T15:18Z 106.1K followers, 144.1K engagements


"If you invested $10K in $NVDA [--] years ago it would be worth $147K today. Which stock do you think has the same potential right now"  
[X Link](https://x.com/anyuser/status/1916174685215039721)  2025-04-26T16:57Z 106K followers, 615.4K engagements


"$HIMS Q1 Earnings 🚨 Revenue $586M vs $538 Est. EPS $0.20 vs. $0.23 Est. FY25 Outlook Sales $2.35B vs Est. $2.32B Stock is down -5%"  
[X Link](https://x.com/InvestingVisual/status/1919485618457031046)  2025-05-05T20:13Z 106K followers, 157.3K engagements


"Businesses best positioned to benefit from the era of AI:"  
[X Link](https://x.com/InvestingVisual/status/1941215686459576699)  2025-07-04T19:21Z 106.1K followers, 132.1K engagements


"The AI chip market is set to grow from $96B to $927B by [----] a massive 29% CAGR. Businesses best positioned to benefit: Tier [--] - AI Foundation: $ASML $TSM $AMAT Tier [--] - AI Chips: $NVDA $AMD $AVGO Tier [--] - AI Infra : $NBIS $CRWV $CDNS"  
[X Link](https://x.com/anyuser/status/1943997816277545243)  2025-07-12T11:36Z 106K followers, 219.8K engagements


"$PLTR visualized: How they make money Sentiment Geography Business segments Financials Cash Margins Valuation Short thesis Let's dive in 🧵👇"  
[X Link](https://x.com/InvestingVisual/status/1959605610111967446)  2025-08-24T13:15Z 106K followers, 240.9K engagements


"Which stock do you believe is a great buy right now"  
[X Link](https://x.com/InvestingVisual/status/1990513860324020354)  2025-11-17T20:14Z 106K followers, 14.5K engagements


"From [--] to [------] followers 🙏 Yesterday I hit the magical 100K followers milestone. So I figured it was time to tell the story behind this account after hitting this amazing milestone. But first thank you so much for being part of this amazing journey whether you have been here from the very start or recently joined. The story of this account is the story of how frustration turned into the collision of two of my greatest passions and the struggles that come with having a large follower base. Lets start at the very beginning: why did I create this account in the first place Frustration."  
[X Link](https://x.com/InvestingVisual/status/2007849504834494778)  2026-01-04T16:20Z 106K followers, 114.4K engagements


"With strong execution I believe $RBRK has at least 50% upside from todays price. Founder-led high growth mission critical and very reasonable priced in my opinion. Definitely worth your attention. Presenting you my first deep dive covering $RBRK: Founder led Mission-critical Growing over 50% Named 6x data protection leader This is the story of a business that evolved from simple backups to an industry-leading cyber resilience platform. Lets dive in https://t.co/MQcwV5nH81 Presenting you my first deep dive covering $RBRK: Founder led Mission-critical Growing over 50% Named 6x data protection"  
[X Link](https://x.com/InvestingVisual/status/2008250282329993467)  2026-01-05T18:52Z 105.9K followers, 28.6K engagements


"$CRWD vs $PANW: A side-by-side of two high quality cybersecurity businesses"  
[X Link](https://x.com/InvestingVisual/status/2008634934886281424)  2026-01-06T20:21Z 105.6K followers, 23.2K engagements


"While $QQQ and $SPY are close to all time highs software stocks have been crushed over the past year. Top [--] largest drawdowns of notable names:"  
[X Link](https://x.com/InvestingVisual/status/2009633005003026876)  2026-01-09T14:27Z 106K followers, 11.7K engagements


"JUST IN - $NFLX & $WBD adjust merger agreement to an all-cash transaction. $NFLX: "The transaction will be financed through a combination of cash on hand available credit facilities and committed financing". $NFLX is reporting Q4 [----] earnings tomorrow: Est. revenue: $12B (+16.8%) Est. EPS: $0.55 (+29.2%) https://t.co/d2j4wIDUdL $NFLX is reporting Q4 [----] earnings tomorrow: Est. revenue: $12B (+16.8%) Est. EPS: $0.55 (+29.2%) https://t.co/d2j4wIDUdL"  
[X Link](https://x.com/InvestingVisual/status/2013588514378535244)  2026-01-20T12:24Z 105.9K followers, 30.8K engagements


"$GOOGL's business segments visualized:"  
[X Link](https://x.com/InvestingVisual/status/2015424919551840748)  2026-01-25T14:02Z 105.6K followers, 23.3K engagements


"$RBRK is selling off today after a soft $CVLT guide. If anything Id say that is bullish for $RBRK especially given their strong Q3 [----] print and guidance"  
[X Link](https://x.com/InvestingVisual/status/2016178396267475038)  2026-01-27T15:56Z 105.6K followers, 22.5K engagements


"How $SOFI makes money 🫰 $SOFI posted yet another strong quarter today. Their revenue over the past [--] years: https://t.co/11CeEwnSrF $SOFI posted yet another strong quarter today. Their revenue over the past [--] years: https://t.co/11CeEwnSrF"  
[X Link](https://x.com/InvestingVisual/status/2017946535213117491)  2026-02-01T13:02Z 105.6K followers, 81.6K engagements


"Me double checking $PLTR revenue guide. Goodness gracious what a business. Absolutely incredible. $PLTR absolutely crushed Q4 [----] earnings: Revenue $1.41B vs $1.34B Est. EPS $0.25 vs $0.23 Est. US commercial: $507M (+137% Y/Y) [----] guidance: Revenue $7.18B vs $6.3B Est. (+61% Y/Y) Commercial revenue $3.14B (+115% Y/Y) https://t.co/ZYDH5Le5LB $PLTR absolutely crushed Q4 [----] earnings: Revenue $1.41B vs $1.34B Est. EPS $0.25 vs $0.23 Est. US commercial: $507M (+137% Y/Y) [----] guidance: Revenue $7.18B vs $6.3B Est. (+61% Y/Y) Commercial revenue $3.14B (+115% Y/Y) https://t.co/ZYDH5Le5LB"  
[X Link](https://x.com/InvestingVisual/status/2018435496595059161)  2026-02-02T21:24Z 105.6K followers, 18.6K engagements


"$AMD Q4 [----] earnings: Revenue $10.27B vs $9.67B Est. EPS $1.53 vs $1.32 Est. Data center revenue $5.38B vs $4.97B Est. Q1 [----] Guidance Revenue $9.8B vs $9.4B Est. $AMD earnings preview: Est. Revenue: $9.7B (+26.3%) Est. EPS: $1.32 (+21%) https://t.co/Hkfu7JaVRC $AMD earnings preview: Est. Revenue: $9.7B (+26.3%) Est. EPS: $1.32 (+21%) https://t.co/Hkfu7JaVRC"  
[X Link](https://x.com/InvestingVisual/status/2018797250005381598)  2026-02-03T21:22Z 106K followers, 53.4K engagements


"$GOOGL Q4 [----] earnings: Revenue $113.8B vs $111.5B Est. EPS $2.82 vs $2.64 Est. Google Cloud $17.7B vs $16.2B Est. FY26 CapEx guidance: $180B vs $120B Est. $GOOGL earnings preview: Est. Revenue: $111.5B (+15.3%) Est. EPS: $1.32 (+24.5%) https://t.co/kIFRy0hsEU $GOOGL earnings preview: Est. Revenue: $111.5B (+15.3%) Est. EPS: $1.32 (+24.5%) https://t.co/kIFRy0hsEU"  
[X Link](https://x.com/InvestingVisual/status/2019156347233747001)  2026-02-04T21:09Z 105.6K followers, 63.8K engagements


"@Felixsen87 I think it really depends not all SaaS businesses are created equal. I'll soon share some more about the framework I personally use to asses who's at risk and who isn't"  
[X Link](https://x.com/InvestingVisual/status/2021924874332078220)  2026-02-12T12:30Z 106K followers, [---] engagements


"Don't let price action cloud your judgement When using a scale from "net beneficiary" to "at risk" I'd place $TEAM as neutral. They can upsell new AI features to their massive user base but their seat based model might come under pressure. I think a hybrid form between seat based and usage based (like AI agents) could make AI a tailwind for them. https://twitter.com/i/web/status/2021926345861673044 https://twitter.com/i/web/status/2021926345861673044"  
[X Link](https://x.com/InvestingVisual/status/2021926345861673044)  2026-02-12T12:36Z 106K followers, [---] engagements


"Visa $V: the backbone of global digital payments. Here's an overview of this high quality compounder💎👇"  
[X Link](https://x.com/InvestingVisual/status/1827295685928013843)  2024-08-24T10:43Z 106.2K followers, 296.7K engagements


"Alphabet $GOOGL has dropped -14% in the last month making its valuation more appealing. Here's the company at a glance👇🔍"  
[X Link](https://x.com/InvestingVisual/status/1829858154831569103)  2024-08-31T12:25Z 106.1K followers, 146K engagements


"$GOOGL is down 🔻25% since its February peak. Meanwhile: 🔹Cloud is growing 30% 🔹Free cash flow is up 214% 🔹Has $73 Bln cash (pre-Wiz acquisition)"  
[X Link](https://x.com/InvestingVisual/status/1907088815996666135)  2025-04-01T15:13Z 106.1K followers, 115.6K engagements


"$10000 invested in $NVDA [--] years ago would be worth a staggering $20 MILLION today. Which stock do you think has that kind of potential now"  
[X Link](https://x.com/anyuser/status/1968389495692443656)  2025-09-17T19:00Z 106.2K followers, 363.9K engagements


"The five layers of AI and those best positioned to benefit: [--] - Application: $PLTR $NOW $CRM $NET $CRWD $TEM $SHOP $TSLA 2- Models: $MSFT $GOOGL $AMZN $META $BABA $NVDA [--] - Infrastructure: $NBIS $IREN $CRWV $ORCL $ALAB $ANET & hyperscalers [--] - GPU: $NVDA $AMD $INTC $TSM $AVGO $ARM $ASML [--] - Energy: $OKLO $EOSE $CEG $NXT $LEU $SEI This is my personal take on who I believe is best positioned. Any names youd add or remove https://twitter.com/i/web/status/1983266753841971371 https://twitter.com/i/web/status/1983266753841971371"  
[X Link](https://x.com/InvestingVisual/status/1983266753841971371)  2025-10-28T20:16Z 106.1K followers, 282.9K engagements


"MAG7 ranked by YTD performance: [--] $GOOGL +52% [--] $AVGO +47% [--] $NVDA +32% [--] $MSFT +18% [--] $AAPL +10% [--] $AMZN +2 [--] $META flat"  
[X Link](https://x.com/InvestingVisual/status/1990889358740615174)  2025-11-18T21:06Z 106.2K followers, 268.3K engagements


"The AI compute market is projected to reach $323B by [----] a massive 28.9% CAGR. Businesses best positioned to benefit: Tier [--] - AI foundation: $ASML $TSM $AMAT $KLAC Tier [--] - AI chips: $NVDA $AMD $GOOGL $AVGO Tier [--] - AI infra: $NBIS $CRWV $IREN $ALAB"  
[X Link](https://x.com/InvestingVisual/status/2002023619262890407)  2025-12-19T14:30Z 106.1K followers, 39.5K engagements


"Best positioned businesses in the AI stack that are powering this tech revolution: [--] Power: $GEV $BE $EOSE $CEG $NXT [--] Chips: $NVDA $AMD $TSM $ASML $AVGO [--] Data centers: $NBIS $IREN $CRWV $ORCL $ALAB [--] AI models: $GOOGL $MSFT $META OpenAI xAI [--] Software platforms: $PLTR $NOW $RBRK $CRWD $TEM [--] AI apps and agents: $TSLA $DUOL $AXON $GTLB $PATH https://twitter.com/i/web/status/2002801367988273576 https://twitter.com/i/web/status/2002801367988273576"  
[X Link](https://x.com/InvestingVisual/status/2002801367988273576)  2025-12-21T18:00Z 106.2K followers, 175K engagements


"My favorite AI names for 2026: Layer [--] - Power: $TSLA Layer [--] - Chips: $AMD $ASML $AVGO Layer [--] - Data centers: $NBIS $ALAB Layer [--] - AI models: $GOOGL Layer [--] - Software platforms: $PLTR $RBRK $TEM Layer [--] - AI apps and agents: $ZETA $DUOL $AXON"  
[X Link](https://x.com/InvestingVisual/status/2006761836444615085)  2026-01-01T16:18Z 106.2K followers, 146.9K engagements


"Major earnings week ahead Tuesday: $UNH $TXN Wednesday: $ASML $MSFT $META $TSLA $NOW Thursday: $MA $AAPL $V $SAP Friday: $SOFI"  
[X Link](https://x.com/InvestingVisual/status/2014742261158875469)  2026-01-23T16:49Z 106.1K followers, 209.9K engagements


"Software drawdowns from 52-week highs: $FIG -78% $DUOL -74% $TTD -74% $TEAM -63% $NOW -50% $RBRK -42% $ZS -40% $CRM -39% $ADBE -36% $VEEV -32%"  
[X Link](https://x.com/InvestingVisual/status/2016962222044389485)  2026-01-29T19:50Z 106.2K followers, 100.6K engagements


"Very exiting earnings week ahead Monday: $PLTR Tuesday: $PYPL $AMD $SMCI Wednesday: $UBER $GOOGL $NVO $ARM $QCOM Thursday: $AZMN $IREN $TEAM $RDDT"  
[X Link](https://x.com/InvestingVisual/status/2017987555673989150)  2026-02-01T15:45Z 106.2K followers, 206.6K engagements


"Servicenow is $NOW trading at their lowest price to free cash flow multiple in a decade"  
[X Link](https://x.com/InvestingVisual/status/2018036880537948541)  2026-02-01T19:01Z 106.1K followers, 39.4K engagements


"$AMD earnings preview: Est. Revenue: $9.7B (+26.3%) Est. EPS: $1.32 (+21%) Very exiting earnings week ahead Monday: $PLTR Tuesday: $PYPL $AMD $SMCI Wednesday: $UBER $GOOGL $NVO $ARM $QCOM Thursday: $AZMN $IREN $TEAM $RDDT https://t.co/eGNkTQGOMs Very exiting earnings week ahead Monday: $PLTR Tuesday: $PYPL $AMD $SMCI Wednesday: $UBER $GOOGL $NVO $ARM $QCOM Thursday: $AZMN $IREN $TEAM $RDDT https://t.co/eGNkTQGOMs"  
[X Link](https://x.com/InvestingVisual/status/2018344812638855365)  2026-02-02T15:24Z 106.1K followers, 94.5K engagements


"$PLTR absolutely crushed Q4 [----] earnings: Revenue $1.41B vs $1.34B Est. EPS $0.25 vs $0.23 Est. US commercial: $507M (+137% Y/Y) [----] guidance: Revenue $7.18B vs $6.3B Est. (+61% Y/Y) Commercial revenue $3.14B (+115% Y/Y)"  
[X Link](https://x.com/InvestingVisual/status/2018432607071907850)  2026-02-02T21:13Z 106.2K followers, 84.8K engagements


"$PLTR Q4 [----] visualized: $PLTR absolutely crushed Q4 [----] earnings: Revenue $1.41B vs $1.34B Est. EPS $0.25 vs $0.23 Est. US commercial: $507M (+137% Y/Y) [----] guidance: Revenue $7.18B vs $6.3B Est. (+61% Y/Y) Commercial revenue $3.14B (+115% Y/Y) https://t.co/ZYDH5Le5LB $PLTR absolutely crushed Q4 [----] earnings: Revenue $1.41B vs $1.34B Est. EPS $0.25 vs $0.23 Est. US commercial: $507M (+137% Y/Y) [----] guidance: Revenue $7.18B vs $6.3B Est. (+61% Y/Y) Commercial revenue $3.14B (+115% Y/Y) https://t.co/ZYDH5Le5LB"  
[X Link](https://x.com/InvestingVisual/status/2018692198972157956)  2026-02-03T14:25Z 106.2K followers, 25.2K engagements


"This software drawdown is history in the making. Many notable names are now down more than 35% from their 52-week highs. 🔴 $FIG -85% 🔴 $TTD -78% 🔴 $TEAM -68% 🔴 $RBRK -51% 🔴 $NOW -49% 🔴 $DDOG -45% 🔴 $CRM -43% 🔴 $ADBE -41% 🔴 $SHOP -38% 🔴 $PLTR -36%"  
[X Link](https://x.com/InvestingVisual/status/2019459158349590792)  2026-02-05T17:12Z 106.2K followers, 76.3K engagements


"$1000 invested in $GOOGL's IPO in [----] would now be worth $156000. $GOOGL's historic stock performance ranked from worst to best year: 🔴 2008: -56% 🔴 2022: -39% 🔴 2014: -5% 🔴 2010: -4% 🔴 2018: -1% 🟢 2016: +2% 🟢 [----] (YTD): +4% 🟢 2011: +9% 🟢 2012: +10% 🟢 2006: +11% 🟢 2019: +28% 🟢 2020: +31% 🟢 2017: +33% 🟢 2024: +36% 🟢 2015: +47% 🟢 2007: +50% 🟢 2023: +58% 🟢 2013: +58% 🟢 2021: +65% 🟢 2025: +66% 🟢 2004: +92% 🟢 2009: +102% 🟢 2005: +115% https://twitter.com/i/web/status/2019495436533526918 https://twitter.com/i/web/status/2019495436533526918"  
[X Link](https://x.com/InvestingVisual/status/2019495436533526918)  2026-02-05T19:36Z 106.2K followers, 22.1K engagements


"We've got another great earnings week ahead Monday: $M $DT Tuesday: $HOOD $DDOG $ALAB $SPOT $NET Wednesday: $SHOP $APP $HUBS $CSCO Thursday: $NBIS $COIN $PINS $AMAT"  
[X Link](https://x.com/InvestingVisual/status/2019788925368430617)  2026-02-06T15:03Z 106.2K followers, 37.9K engagements


"Hyperscaler CapEx is set to nearly DOUBLE in [----] compared to last year. $AMZN: $200B $GOOGL: $180B $META: $125B $MSFT: $105B Total estimated [----] CapEx: $610B Worldwide AI spending will total $2.5 TRILLION in [----] per Gartner. Businesses best positioned to benefit from AI: [--] Power: $GEV $BE $EOSE $CEG $NXT [--] Chips: $NVDA $AMD $TSM $ASML $AVGO [--] Data centers: $NBIS $IREN $CRWV $ORCL $ALAB [--] AI models: $GOOGL https://t.co/X5hvYwimHN Worldwide AI spending will total $2.5 TRILLION in [----] per Gartner. Businesses best positioned to benefit from AI: [--] Power: $GEV $BE $EOSE $CEG $NXT [--] Chips: $NVDA"  
[X Link](https://x.com/InvestingVisual/status/2019879482040152422)  2026-02-06T21:02Z 106.2K followers, 44.7K engagements


"How $AMD makes money🫰"  
[X Link](https://x.com/InvestingVisual/status/2020148534108983667)  2026-02-07T14:51Z 106.2K followers, 21.2K engagements


"Over the past month I have been quietly working on a single platform for all my content: All my visuals Deep dives Tech write ups Portfolio updates and more It is currently in closed beta and I am looking for a small group of people to help me improve it before launch. If you would like to help and get early access let me know in the comments and I will send you a DM with more details Note: there is room for a maximum of [--] people. I am really excited for this new chapter and cannot wait to open it up for everyone and hear your thoughts. Will keep you updated"  
[X Link](https://x.com/InvestingVisual/status/2020535462461317470)  2026-02-08T16:29Z 106.2K followers, 18.3K engagements


"@MnkeDaniel Im currently finalizing my $DUOL deep dive but heres a little sneak peak highlighting their flywheel which I believe is under appreciated (and is fully data driven). If youd like I can let you know when its out"  
[X Link](https://x.com/InvestingVisual/status/2020901476457906182)  2026-02-09T16:43Z 106.2K followers, [----] engagements


"JUST IN: $NBIS agreed to acquire AI agent search company Tavily for $275M. "By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents." The agentic AI market is projected to grow from $7B in [----] to around $140B - $200B by early [----]. https://twitter.com/i/web/status/2021232282174894310 https://twitter.com/i/web/status/2021232282174894310"  
[X Link](https://x.com/InvestingVisual/status/2021232282174894310)  2026-02-10T14:38Z 106.2K followers, 26.3K engagements


"This $NBIS acquisition is a clear step towards their long-term vision of a full stack AI platform for both AI startups and enterprises. JUST IN: $NBIS agreed to acquire AI agent search company Tavily for $275M. "By combining high-performance inference with real-time web grounding we are expanding the core infrastructure needed for autonomous AI agents." The agentic AI market is projected to grow from $7B in https://t.co/R52944kosB JUST IN: $NBIS agreed to acquire AI agent search company Tavily for $275M. "By combining high-performance inference with real-time web grounding we are expanding"  
[X Link](https://x.com/InvestingVisual/status/2021237755481669828)  2026-02-10T15:00Z 106.2K followers, 17.1K engagements


"$GOOGL vs $MSFT: who's your favorite right now"  
[X Link](https://x.com/InvestingVisual/status/2021284278575956017)  2026-02-10T18:05Z 106.2K followers, 40.5K engagements


"SaaS investors seeing their stock color return to normal again This software drawdown is history in the making. Many notable names are now down more than 35% from their 52-week highs. 🔴 $FIG -85% 🔴 $TTD -78% 🔴 $TEAM -68% 🔴 $RBRK -51% 🔴 $NOW -49% 🔴 $DDOG -45% 🔴 $CRM -43% 🔴 $ADBE -41% 🔴 $SHOP -38% 🔴 $PLTR -36% https://t.co/FLlN1zyaWE This software drawdown is history in the making. Many notable names are now down more than 35% from their 52-week highs. 🔴 $FIG -85% 🔴 $TTD -78% 🔴 $TEAM -68% 🔴 $RBRK -51% 🔴 $NOW -49% 🔴 $DDOG -45% 🔴 $CRM -43% 🔴 $ADBE -41% 🔴 $SHOP -38% 🔴 $PLTR"  
[X Link](https://x.com/InvestingVisual/status/2021683877765353497)  2026-02-11T20:32Z 106.2K followers, 10.1K engagements


"@Felixsen87 Haha this made me laugh and cry at the same time as a SaaS investor 🥲"  
[X Link](https://x.com/InvestingVisual/status/2021923474030137384)  2026-02-12T12:24Z 106.2K followers, [---] engagements


"$NBIS Q4 [----] everything you need to know at a glance: $NBIS Q4 [----] earnings are out Revenue $227M vs $242 Est. EPS: [$-----] vs [$-----] Est 24% adj. EBITDA margin Guidance YE'26 ARR $7B-$9B Raised YE'26 capacity to [---] GW (up from 2.5GW) https://t.co/131Ok1TL18 $NBIS Q4 [----] earnings are out Revenue $227M vs $242 Est. EPS: [$-----] vs [$-----] Est 24% adj. EBITDA margin Guidance YE'26 ARR $7B-$9B Raised YE'26 capacity to [---] GW (up from 2.5GW) https://t.co/131Ok1TL18"  
[X Link](https://x.com/InvestingVisual/status/2021930276851765581)  2026-02-12T12:51Z 106.2K followers, 34.3K engagements


"@Felixsen87 Risk/reward wise it's $RBRK right now. You"  
[X Link](https://x.com/InvestingVisual/status/2021932578144768301)  2026-02-12T13:01Z 106.2K followers, [---] engagements


"I also created a Dutch version of this visual. [--] million Dutch investors deserve to understand the full implications of this new tax. Tagging some major Dutch news outlets. Hopefully this visual helps tell the full story. @NUnl @NOS @ADnl @trouw @telegraaf @nrc @volkskrant @FDNyenrode @IEXnl @RTLZ @BNR The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what"  
[X Link](https://x.com/InvestingVisual/status/2022241185369084182)  2026-02-13T09:27Z 106.2K followers, 10.6K engagements


"Kort samengevat: vanaf [----] betaal je 36% belasting over het rendement wat je hebt gemaakt in dat jaar minus een klein heffingsvrij bedrag. Je kunt verliezen meenemen naar latere jaren. Effectief betekend het dat een gemiddeld rendement van 10% straks nog maar 6.4% is. Het gebrek aan visie en inzicht is echt ongelovelijk. Ik hoop dat het jullie bespaard blijft. https://twitter.com/i/web/status/2022248163352998376 https://twitter.com/i/web/status/2022248163352998376"  
[X Link](https://x.com/InvestingVisual/status/2022248163352998376)  2026-02-13T09:55Z 106.1K followers, [---] engagements


"@SoJustFollowMe A price to have to pay for what I think our current tax system on capital gains is outdated but what's coming in return doesn't make sense at all"  
[X Link](https://x.com/InvestingVisual/status/2022253848119902710)  2026-02-13T10:17Z 106.2K followers, [----] engagements


"@JasperDLT Thanks voor het delen Jasper Het is inderdaad een bizarre ontwikkeling en z kortzichtig. Ik vraag me af of politici de impact wel in zijn volle omvang bevatten"  
[X Link](https://x.com/InvestingVisual/status/2022254503810994538)  2026-02-13T10:20Z 106.1K followers, [----] engagements


"@Kaizen_Investor @NUnl @NOS @ADnl @trouw @telegraaf @nrc @volkskrant Inderdaad absurd en totaal gebrek aan visie. Ik hoop dat het daarbij blijft voor jullie"  
[X Link](https://x.com/InvestingVisual/status/2022255812270346493)  2026-02-13T10:25Z 106.2K followers, [--] engagements


"@AmsterdamNurse @VVD Dit is precies hoe de gemiddelde Nederlander wordt geraakt en wat dit zo ontzettend kwalijk maakt. Harde werkers die met zuur verdiend geld beleggen worden het hardst geraakt. Totaal gebrek aan visie van het kabinet"  
[X Link](https://x.com/InvestingVisual/status/2022259523302408307)  2026-02-13T10:40Z 106.1K followers, [----] engagements


"@FlyingDutch321 @NUnl @NOS @ADnl @trouw @telegraaf @nrc @volkskrant Ik kwam er net achter dat er al een petite bestaat Heb ik zojuist getekend en gedeeld: https://box3eerlijk.petities.nl/locale=en https://box3eerlijk.petities.nl/locale=en"  
[X Link](https://x.com/InvestingVisual/status/2022268562849624357)  2026-02-13T11:16Z 106.1K followers, [--] engagements


"Whatever our government throws at us I'll continue on my mission to help fellow investors the best I can. So I'm excited to share that my website is now live Visuals library Deep dives Tech write-ups My portfolio journey & much more Link in comments & bio. The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what https://t.co/9HYM7l0qTc The Dutch government is destroying long term"  
[X Link](https://x.com/InvestingVisual/status/2022312459751539197)  2026-02-13T14:10Z 106.2K followers, [----] engagements


"@kinginvestings That used to be true for me as a Dutch person but if our bill passes investing for freedom is becoming near impossible: The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what https://t.co/9HYM7l0qTc The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for"  
[X Link](https://x.com/InvestingVisual/status/2022411274743877818)  2026-02-13T20:43Z 106.1K followers, [--] engagements


"@KobeissiLetter The might become the biggest destruction of long term wealth in the history of the Netherlands. The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what https://t.co/9HYM7l0qTc The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of"  
[X Link](https://x.com/InvestingVisual/status/2022412307708465304)  2026-02-13T20:47Z 106.2K followers, 26K engagements


"@unusual_whales This could turn into the greatest destruction of wealth in modern Dutch history. The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what https://t.co/9HYM7l0qTc The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this"  
[X Link](https://x.com/InvestingVisual/status/2022414585492619511)  2026-02-13T20:56Z 106.2K followers, [----] engagements


"Live view of Dutch politicians who voted to pass the 36% tax bill: The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post anything politically related but what https://t.co/9HYM7l0qTc The Dutch government is destroying long term compounding by introducing a 36% tax on unrealized gains. As a Dutch citizen and long term investor Im at a loss for words about the lack of vision behind this new tax. I normally dont post"  
[X Link](https://x.com/InvestingVisual/status/2022417166243631602)  2026-02-13T21:06Z 106.2K followers, 15.5K engagements


"@Nat_ANGR @KobeissiLetter The bill still as to pass the Senate (but it most likely will)"  
[X Link](https://x.com/InvestingVisual/status/2022419840267620539)  2026-02-13T21:17Z 106.2K followers, [--] engagements


"@DmicMedia Nope which could potentially lead to a housing crisis worse than we have right now"  
[X Link](https://x.com/InvestingVisual/status/2022422478073794756)  2026-02-13T21:27Z 106.2K followers, [---] engagements


"@Ev92Revolution Bill still has to pass the Senate but if it does it indeed will"  
[X Link](https://x.com/InvestingVisual/status/2022588285344780772)  2026-02-14T08:26Z 106.2K followers, [--] engagements


"Youre a Dutch citizen. Youre working your butt off to invest for the long term You eat boterhammen and stamppot to invest even more Youve compounded nicely for years You built your portfolio to $300K You have a $15K emergency fund 95% of your net worth is in stocks INSERT 36% TAX ON UNREALIZED GAINS Your portfolio grows +20% ($60K) and is now worth $360K GEKOLONISEERD You now owe the state $38.4K in tax due [--] months after year end But you dont have that cash You invest in SaaS stocks Your portfolio drops 30% in a matter of months Your portfolio is now worth $252K The tax bill is due Youre"  
[X Link](https://x.com/InvestingVisual/status/2022616987222823193)  2026-02-14T10:20Z 106.2K followers, 61.1K engagements


"@Dee11Fibre Thing is; It got passed by the House of Representatives by both left and right right parties. Which makes this even worse"  
[X Link](https://x.com/InvestingVisual/status/2022623035958632872)  2026-02-14T10:44Z 106.2K followers, [----] engagements

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