#  @Kaizen_Investor KaizenInvestor KaizenInvestor posts on X about ai, strong, in the, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1969772663611768832/interactions)  - [--] Week [------] -15% - [--] Month [-------] -34% ### Mentions: [--] [#](/creator/twitter::1969772663611768832/posts_active)  - [--] Month [---] -61% ### Followers: [-----] [#](/creator/twitter::1969772663611768832/followers)  - [--] Week [-----] +43% - [--] Month [-----] +59% ### CreatorRank: [-------] [#](/creator/twitter::1969772663611768832/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 55.63% [finance](/list/finance) 25.17% [technology brands](/list/technology-brands) 17.88% [countries](/list/countries) 5.3% [cryptocurrencies](/list/cryptocurrencies) 5.3% [gaming](/list/gaming) 1.32% [social networks](/list/social-networks) 1.32% [luxury brands](/list/luxury-brands) 0.66% [fashion brands](/list/fashion-brands) 0.66% [automotive brands](/list/automotive-brands) 0.66% **Social topic influence** [ai](/topic/ai) 15.89%, [strong](/topic/strong) 15.23%, [in the](/topic/in-the) 8.61%, [business](/topic/business) 8.61%, [$iren](/topic/$iren) #306, [$hims](/topic/$hims) #427, [beat](/topic/beat) 5.3%, [market](/topic/market) #2356, [$flnc](/topic/$flnc) #22, [company](/topic/company) 4.64% **Top accounts mentioned or mentioned by** [@blackpanthercap](/creator/undefined) [@fantstockleague](/creator/undefined) [@b_co_co](/creator/undefined) [@timprovisediy](/creator/undefined) [@ron_trades](/creator/undefined) [@3kcomeback](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@investorjelle](/creator/undefined) [@bcoco](/creator/undefined) [@investingvisual](/creator/undefined) [@sjcapitalinvest](/creator/undefined) [@freedombill3](/creator/undefined) [@thefinpitch](/creator/undefined) [@goooonnney](/creator/undefined) [@psinvestor](/creator/undefined) [@thestocksking](/creator/undefined) [@investor_jelle](/creator/undefined) [@pepinveststocks](/creator/undefined) [@real_money_blog](/creator/undefined) **Top assets mentioned** [Iris Energy Limited (IREN)](/topic/$iren) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Planet Labs PBC (PL)](/topic/$pl) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Datadog Inc (DDOG)](/topic/$ddog) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Taiwan Semiconductor (TSM)](/topic/$tsm) [RAI Finance (SOFI)](/topic/$sofi) [Gartner Inc (IT)](/topic/$it) [Bitcoin (BTC)](/topic/bitcoin) [Enphase Energy Inc (ENPH)](/topic/$enph) [Born in [--] (19)](/topic/$19) [Arm Holdings plc (ARM)](/topic/$arm) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Unity Software Inc. (U)](/topic/$u) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Cloudflare, Inc. (NET)](/topic/$net) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) ### Top Social Posts Top posts by engagements in the last [--] hours "$DDOG surges 7.5% after an impressive double beat. Datadog is shifting from a simple watchdog to the brain that runs the cloud. Their latest results show that the worlds largest companies are relying on them more than ever seeing the platform as essential rather than optional. The headline is Bits AI a smart assistant that doesn't just alert engineers to tech problems but actually starts fixing them automatically. While some tech firms are struggling $DDOG is generating massive cash and expanding into cybersecurity and data storage. By using AI to solve complex issues instantly they are" [X Link](https://x.com/Kaizen_Investor/status/2021194753111367954) 2026-02-10T12:09Z [----] followers, [----] engagements "$FLNC just dropped 15% after mixed Q4 earnings. Fluences Q1 results signal a massive shift in scale. For the first time the companys $5.5 billion backlog completely covers their full-year sales targets. While they reported a net loss due to one-time project costs the underlying demand is explosive. Their sales pipeline jumped 30% in just three months to a record $30 billion fueled by the global scramble to power AI data centers and upgrade aging power grids. By reaffirming their [----] profit outlook and focusing on high-margin software and American-made hardware Fluence is proving it can grow" [X Link](https://x.com/Kaizen_Investor/status/2019161688914997367) 2026-02-04T21:30Z [----] followers, 44.6K engagements "$AMPX is becoming the primary target for smart money as institutions aggressively accumulate shares at current levels. The attached graph shows a massive shift in volume. $AMPX produces the most powerful lithium ion batteries in existence by replacing traditional graphite with silicon. Their tech allows high performance drones and aircraft to fly significantly farther than anything else on the market today. Amprius makes money by selling these advanced cells to the aerospace and defense industries where energy density is the most important factor. Instead of spending billions building their" [X Link](https://x.com/Kaizen_Investor/status/2021251372587303350) 2026-02-10T15:54Z [----] followers, 34.7K engagements "@Nucleus42206887 @Stocksalute Do you own them I already have $AMS.AS and $ASML that is the main reason I did not look further into $BESI" [X Link](https://x.com/Kaizen_Investor/status/1996184477811487071) 2025-12-03T11:47Z [----] followers, [---] engagements "The [--] Most Undervalued Quality Companies of [----] according to the reverse DCF Each year I run a reverse DCF analysis on around [---] companies. The goal of a reverse DCF is to see how much free cash flow growth the market is pricing in. I compare these to the 10- 5- and 3- Year FCF CAGR to see if investors are expecting the company to do worse or better than the previous years. There are [--] rules: [--]. The FCF should be positive in at least [--] of the last [--] years. [--]. The FCF should be positive in the last year. [--]. The standard deviation of the FCF should be less than 40%. According to this" [X Link](https://x.com/Kaizen_Investor/status/2009008271483351050) 2026-01-07T21:04Z [----] followers, [---] engagements "5/10 Christian Dior $CDI French multinational luxury holding company that serves as the parent entity of LVMH the worlds largest luxury goods conglomerate effectively controlling a vast portfolio of prestige brands including Louis Vuitton Givenchy and Mot & Chandon. According to the reverse DCF investors are expecting that the FCF will drop with 7.89% in the upcoming 10-years. $CDI has proven to grow the FCF with a 10-year CAGR of 16.4% with a standard deviation of 34%. https://twitter.com/i/web/status/2009008288281616477 https://twitter.com/i/web/status/2009008288281616477" [X Link](https://x.com/Kaizen_Investor/status/2009008288281616477) 2026-01-07T21:04Z [----] followers, [---] engagements "6/10 Paycom $PAYC is a leading provider of cloud-based Human Capital Management (HCM) software that unifies payroll and HR functions into a single comprehensive database for businesses of all sizes. According to the reverse DCF investors are expecting the FCF to rise with 9.3% in the upcoming 10-years. $PAYC has proven to be able to grow the FCF with a 10-year CAGR of 31.9% and a standard deviation of only 7%. There is a clear misunderstanding between the Mr. market and $PAYC strong history of FCF growth. https://twitter.com/i/web/status/2009008291460845836" [X Link](https://x.com/Kaizen_Investor/status/2009008291460845836) 2026-01-07T21:04Z [----] followers, [---] engagements "@moninvestor Im more $IREN $HIMS and $FLNC" [X Link](https://x.com/Kaizen_Investor/status/2009965172803416137) 2026-01-10T12:26Z [----] followers, [---] engagements "Morning all I expected yesterday to be way worse than it finally was. The Kaizen portfolio was down -3.18%. Worst performers $RKLB: -7.41% $IREN: -6.16% $FLNC: -5.80%" [X Link](https://x.com/Kaizen_Investor/status/2013837091092791780) 2026-01-21T04:52Z [----] followers, [---] engagements "$PLD will report earnings today. Investors are focused on [----] guidance and data center leasing momentum. Occupancy retention remains the critical metric to watch alongside rent spreads as the market seeks stability. EPS est. [----] Revenue est. $2087" [X Link](https://x.com/Kaizen_Investor/status/2013929802542035121) 2026-01-21T11:00Z [----] followers, [---] engagements "@TheFinPitch I don't know $REXR tbh are they in the same industry" [X Link](https://x.com/Kaizen_Investor/status/2014093437776089100) 2026-01-21T21:51Z [----] followers, [--] engagements "Crazy that $IREN was at only $33 about a month ago. There are always opportunities in the market. You just have to find them" [X Link](https://x.com/Kaizen_Investor/status/2014743506749686085) 2026-01-23T16:54Z [----] followers, [----] engagements "$UPS just reported a strong Q4 double beat. The stock is currently up 3.5% after a strong Q4 🟢 $UPS is transforming into a leaner more profitable company. They are intentionally reducing lower-margin business from $AMZN. Instead of chasing sheer volume UPS is prioritizing "quality" revenue successfully charging 8.3% more per package in the U.S. to offset fewer deliveries. Crucially they are aggressively cutting costs to fit this new reality: closing [--] facilities reducing their workforce by [-----] and retiring older aircraft. While [----] was a transition year focused on these tough adjustments" [X Link](https://x.com/Kaizen_Investor/status/2016106741885235474) 2026-01-27T11:11Z [----] followers, [---] engagements "$NEE with a mixed Q4 again. They have beaten the EPS estimates but missed revenue estimates again. Stock is currently flat after these earnings. A standout highlight was the agreement to restart the Duane Arnold nuclear plant to supply carbon-free power for $GOOGL signaling massive demand from the tech sector. The companys renewables business had its best year ever adding [----] gigawatts of new projects to its development pipeline. Simultaneously its Florida utility secured a stable four-year rate plan to fund up to $100 billion in infrastructure upgrades. With extended growth forecasts" [X Link](https://x.com/Kaizen_Investor/status/2016131441642315827) 2026-01-27T12:49Z [----] followers, [----] engagements "$HIMS one of the biggest opportunities in the market at the moment. A $100 stock price should be the target" [X Link](https://x.com/Kaizen_Investor/status/2016234535554322579) 2026-01-27T19:39Z [----] followers, [----] engagements "$TXN reported a Q4 double miss. Despite the double miss the stock is up 5% as investors cheer the 96% surge in Free Cash Flow. $TXN has officially turned the corner signaling the end of the semiconductor slump. Revenue is driven by their core Analog chips which manage power in everything from electric vehicles to factory robots. The most critical signal for investors was the massive 96% jump in Free Cash Flow. This confirms that their aggressive strategy which is spending billions on new "300mm" manufacturing plants is finally generating cash rather than just consuming it. While net income" [X Link](https://x.com/Kaizen_Investor/status/2016256950472765534) 2026-01-27T21:08Z [----] followers, [----] engagements "$ASML with a strong Q4 earnings report. They missed EPS but did beat the Revenue expectations. Stock is up 7% overnight. The headline number is a massive explosion in bookings to [----] billion completely smashing expectations. This confirms the $TSM Capex guidance. AI spending spree is finally converting into hard orders for chip machinery. As Chinese demand normalizes heavyweights like TSMC and memory makers are aggressively stepping up to build capacity for [----]. Management confirmed this by guiding [----] sales up to [--] billion which is a clear growth signal. With a fresh [--] billion share" [X Link](https://x.com/Kaizen_Investor/status/2016394243783164256) 2026-01-28T06:13Z [----] followers, [----] engagements "$GEV with a massive double beat in Q4. They report a record EPS and Revenue. Stock is up 4% in pre-earnings. GE Vernova is surging on the back of insatiable global electricity demand. While their Wind division remains a challenge the Power and Electrification segments are booming. They have locked in massive amounts of future work pushing their backlog to a record $150 billion importantly at much higher prices that guarantee better future profits. Demand for gas turbines and grid equipment is accelerating driven by data centers and electrification trends. Management signals deep confidence by" [X Link](https://x.com/Kaizen_Investor/status/2016477042334630129) 2026-01-28T11:42Z [----] followers, [----] engagements "$MSCI reported mixed Q4 earnings. They did beat EPS estimates but slighlty missed the revenue estimates. Stock is down 4% in pre-market as a result. The revenues are largely fueled by its Index business where fees tied to assets like ETFs surged nearly 21% due to record investor inflows. Total revenue was supported by a 12% jump in new recurring subscription sales proving that clients continue to prioritize MSCI's data tools despite market uncertainty. While one-time tax items caused a small dip in reported net income core profitability improved with adjusted earnings rising 11.5%. Beyond the" [X Link](https://x.com/Kaizen_Investor/status/2016479904645136860) 2026-01-28T11:54Z [----] followers, [----] engagements "$SBUX with a mixed Q4 earnings report. They heavily missed EPS estimates but did beat the revenue estimates. Stock is up 6% after these earnings as turnaround initiatives are executing ahead of schedule. $SBUX is officially seeing a turnaround. For the first time in two years U.S. growth was driven by more customer visits rather than just higher prices proving that the "Back to Starbucks" strategy is fixing store operations faster than expected. Global sales rose 4% with China rebounding strongly at 7% growth. However profits dipped this quarter because the company is spending heavily on" [X Link](https://x.com/Kaizen_Investor/status/2016494404177908089) 2026-01-28T12:51Z [----] followers, [----] engagements "$APH with another strong Q4 double beat. Stock is down 12% though as expectations are sky high and there is a surprise $100M China tax provision. The great results aren't just financial engineering their underlying business grew 38% organically fueled by insatiable demand in Data Communications likely for AI infrastructure. Importantly this strength was broad lifting nearly every sector they serve including mobile and automotive. Their growth engine is accelerating further with the massive acquisition of CommScopes connectivity business expected to add $4 billion in annual revenue. Investors" [X Link](https://x.com/Kaizen_Investor/status/2016498527342313785) 2026-01-28T13:08Z [----] followers, [----] engagements "$LRCX just reported a Q4 double beat. The stock is up 1% as a result. Lam Research delivered a resilient quarter that points to an upcoming recovery. While current revenue remained flat at $5.34 billion the company provided a strong outlook forecasting sales to rise to $5.7 billion next quarter. A crucial shift is happening in their market mix: reliance on China has stabilized at 35% while their service and support business surged helping offset a temporary decline in new equipment sales. The driving force remains Artificial Intelligence. Management emphasized that AI is fueling demand for" [X Link](https://x.com/Kaizen_Investor/status/2016624296026878347) 2026-01-28T21:27Z [----] followers, [---] engagements "$IBM is up 8% thanks to a strong Q4 double beat. The surge was powered by double-digit gains in Software led by Red Hat and Automation alongside a massive jump in Infrastructure sales as clients upgraded to the next-generation mainframe. Critically $IBM is proving it can convert AI hype into revenue: its Generative AI order book has now surpassed $12.5 billion. Profit margins are widening and cash flow remains very strong signaling disciplined operational execution. While the Consulting division is growing slower than the rest of the company management enters [----] with confidence projecting" [X Link](https://x.com/Kaizen_Investor/status/2016625655530553411) 2026-01-28T21:33Z [----] followers, [----] engagements "$AMPX now up 50% YTD. Still undervalued. I've been looking into $AMPX lately and I think this company could do really well again in [----]. Lithium-ion batteries rely on graphite anodes which have effectively reached their theoretical limit for energy storage. This creates a massive hurdle for industries that require https://t.co/QJsteWCMAo I've been looking into $AMPX lately and I think this company could do really well again in [----]. Lithium-ion batteries rely on graphite anodes which have effectively reached their theoretical limit for energy storage. This creates a massive hurdle for" [X Link](https://x.com/Kaizen_Investor/status/2016896562337558718) 2026-01-29T15:29Z [----] followers, [----] engagements "$CVX just reported a Q4 double beat the stock did stay flat after the earnings. Chevrons [----] results show a company successfully juggling massive growth with disciplined spending. By integrating Hess Chevron didn't just get bigger it hit a major milestone by producing record amounts of oil and gas particularly in the U.S. Permian Basin. While lower oil prices meant profit was down compared to last year the company's cash machine remains strong. Theyve become more efficient cutting over $1.5 billion in structural costs and boosting their dividend for the 39th year in a row. Beyond oil they" [X Link](https://x.com/Kaizen_Investor/status/2017196363146998151) 2026-01-30T11:21Z [----] followers, [---] engagements "$XOM just reported a Q4 double beat despite the double beat the stock is down 2.5%. ExxonMobils [----] results highlight a company firing on all cylinders. By focusing on its most profitable regions $XOM achieved its highest oil production in [--] years. The stars of the show were the Permian Basin and Guyana which now make up nearly 60% of everything they produce. Even though oil prices were lower than last year Exxon stayed highly profitable by cutting $15 billion in waste which is more than any of its big competitors. They didn't just save money they executed perfectly finishing [--] major" [X Link](https://x.com/Kaizen_Investor/status/2017200307680190814) 2026-01-30T11:36Z [----] followers, [---] engagements "$SOFI just reported a strong double beat the stock is currently up 4% thanks to the first +$1 billion quarter🟢 SoFis Q4 [----] results mark a historic pivot from a simple lender to a high-margin financial powerhouse. For the first time quarterly revenue topped $1 billion fueled by a record [--] million new members joining the platform. This wasn't just a win for the top line SoFi delivered its ninth straight profitable quarter proving its model is both stable and scalable. The real story lies in the shift toward capital-light revenue. Fee-based income surged over 50% reducing SoFi's reliance on" [X Link](https://x.com/Kaizen_Investor/status/2017208579091009959) 2026-01-30T12:09Z [----] followers, [----] engagements "$DIS with a strong double beat in Q4. The stock is +4% after these strong earnings 🟢 Disneys latest results show a company successfully pivoting its business model though not without growing pains. The big win is in streaming (SVOD) where profits are surging as more people subscribe and stay engaged. At the box office hits like Zootopia [--] and Avatar prove Disney has regained its creative spark driving fans back to theaters. Theme parks remain a powerhouse despite global economic shifts families are spending more per visit on cruises and attractions. However its not all magic. The Sports" [X Link](https://x.com/Kaizen_Investor/status/2018291393072910372) 2026-02-02T11:52Z [----] followers, [----] engagements "$HIMS to announce Q4 earnings after the market closes on Monday February [--]. Will be massive as the company is desperatly looking for a turnaround" [X Link](https://x.com/Kaizen_Investor/status/2018434324542971974) 2026-02-02T21:20Z [----] followers, [---] engagements "Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since [--] years $PLTR is not my biggest holding. My holdings: $PL: Daily earth imaging $PLTR: Big data analytics $RKLB: End-to-end space solutions $FLNC: Smart energy storage $IREN: Sustainable AI datacenters $GOOGL: AI-first ecosystem $ASM: ALD semiconductor manufacturing $AMPX: Ion-Lithium drone batteries $ASML: EUV semiconductor manufacturing $HOOD: Financial services platform $TMDX: Organ transplant therapy $CRWD:" [X Link](https://x.com/Kaizen_Investor/status/2018439925994340770) 2026-02-02T21:42Z [----] followers, [---] engagements "Big swing for $IT in pre-market as investors look past the double beat. Stock now down 2.4%. $IT (Gartner) just reported a very strong Q4 double beat. The stock is up 7% after these earnings. To stay lean Gartner is selling its Digital Markets unit (including Capterra) to G2 focusing instead on its high-value research. They are also leaning heavily into financial https://t.co/lGDvNZZFko $IT (Gartner) just reported a very strong Q4 double beat. The stock is up 7% after these earnings. To stay lean Gartner is selling its Digital Markets unit (including Capterra) to G2 focusing instead on its" [X Link](https://x.com/Kaizen_Investor/status/2018644850443477130) 2026-02-03T11:16Z [----] followers, [---] engagements "$FUBO just reported a strong quarter they did beat revenue estimates but failed to beat the EPS estimate. Stock stays flat after the earnings. Fubo is successfully pivoting from a sports niche to a dominant Pay TV powerhouse. The integration is delivering clear synergies and the path to sustainable profitability is finally materializing. $FUBO results mark a turning point following the Hulu + Live TV merger. Reported revenue hit $1.54B (+40% YoY) while Pro Forma Revenue reached $1.68B. Most importantly Pro Forma Adjusted EBITDA turned positive at $41.4M signaling operational efficiency" [X Link](https://x.com/Kaizen_Investor/status/2018659254341689557) 2026-02-03T12:14Z [----] followers, [----] engagements "$MRCY just dropped 11% despite a Q4 double beat. While the adjusted numbers look great the company still reported a $15 million GAAP net loss. Mercury Systems is showing that its turnaround is working: they signed more new business than they billed resulting in a record $1.5 billion backlog. Most importantly they generated significant cash a major relief for investors who were worried about the companys ability to turn orders into actual dollars. https://twitter.com/i/web/status/2018805228355661993 https://twitter.com/i/web/status/2018805228355661993" [X Link](https://x.com/Kaizen_Investor/status/2018805228355661993) 2026-02-03T21:54Z [----] followers, [---] engagements "Bloody one today 🩸 My worst daily performance in absolute numbers and that always hurts. But drops like these are always interesting some wonderful companies dropped with the market. Time to reflect learn and go again. It aint about how hard you hit. Its about how hard you can get hit and keep moving forward" [X Link](https://x.com/Kaizen_Investor/status/2019163978883293236) 2026-02-04T21:39Z [----] followers, [---] engagements "@TacticzH $HIMS 😅" [X Link](https://x.com/Kaizen_Investor/status/2019321339627336162) 2026-02-05T08:04Z [----] followers, [---] engagements "@MarcRavioli Thanks certainly don't want to "mislead" anyone. Essentially $FLNC has already 'sold' every dollar they expect to make this year" [X Link](https://x.com/Kaizen_Investor/status/2019355688258961679) 2026-02-05T10:21Z [----] followers, [---] engagements "@YodaStockInvest 1T 😂 Im a big bull as well but $100B would be great already" [X Link](https://x.com/Kaizen_Investor/status/2019502467256336405) 2026-02-05T20:04Z [----] followers, [---] engagements "@Investor_Jelle Do you own shares" [X Link](https://x.com/Kaizen_Investor/status/2019535135658635393) 2026-02-05T22:14Z [----] followers, [--] engagements "@Investor_Jelle Nope dont know the platform that well. Never played the game or dont know how it works in detail. Do you" [X Link](https://x.com/Kaizen_Investor/status/2019535526714613803) 2026-02-05T22:16Z [----] followers, [--] engagements "@Dom_Investing Its getting ridiculous at the moment. Every stock that reports goed down. Except Roblox" [X Link](https://x.com/Kaizen_Investor/status/2019535721363910758) 2026-02-05T22:16Z [----] followers, [--] engagements "$HIMS has proven they are masters of identifying high-growth verticals but the gap between innovation and execution remains a concern. The business model is strong yet managements decision-making lacks the seasoned maturity needed to scale efficiently. Bringing in a veteran executive to bridge the gap between great ideas and operational discipline would be a massive de-risking event imo. https://twitter.com/i/web/status/2019755101867356531 https://twitter.com/i/web/status/2019755101867356531" [X Link](https://x.com/Kaizen_Investor/status/2019755101867356531) 2026-02-06T12:48Z [----] followers, [---] engagements "Great write Lando. I was Ronny when I was a student except the part that he is empty/sad. I was more wasted than sober skipped every class I could and when I wasnt with friends I was gaming. Now I dont mind that time to be honest. My one goals was finish uni which I did and I let out the beast who is now happily caged. Although it probably was the best time of my life without responsibilities or worries I understand that I could have gained a massive advantage during that time. I didnt I choose to live the life that was best for the present me not the future me. Im not the one who regrets" [X Link](https://x.com/Kaizen_Investor/status/2020271628463038790) 2026-02-07T23:01Z [----] followers, [--] engagements "@Real_Money_Blog @HappyBullTrader @dividendbuff @growthstockpick @TimproviseDIY @jordanmthy @goooonnney @StrawHatTrade @CXL_LAB @ObjIFDividends @Acevent95706230 @MoonWalkerTrd What a list 👏🏼 have been less engaging last few weeks but happy you still included me along these legends" [X Link](https://x.com/Kaizen_Investor/status/2020273253852520816) 2026-02-07T23:07Z [----] followers, [--] engagements "@LandoInvests Good luck in achieving the highest level we are here to encourage you allong the way 🤝" [X Link](https://x.com/Kaizen_Investor/status/2020273555594719375) 2026-02-07T23:08Z [----] followers, [--] engagements "@TimproviseDIY Which games do you play" [X Link](https://x.com/Kaizen_Investor/status/2020502719623311546) 2026-02-08T14:19Z [----] followers, [--] engagements "@pepemoonboy Unbelievable on how many things you can bet now. Not a great evolution if you ask me" [X Link](https://x.com/Kaizen_Investor/status/2020503212168728584) 2026-02-08T14:21Z [----] followers, [---] engagements "@b_co_co Well done Marco 👏🏼 its well deserved keep going 🤝" [X Link](https://x.com/Kaizen_Investor/status/2020738372738703449) 2026-02-09T05:55Z [----] followers, [--] engagements "@TimproviseDIY I have them on my watchlist as well. I just dont like the insurance environment so dont know what to do with this one yet" [X Link](https://x.com/Kaizen_Investor/status/2021233583411577223) 2026-02-10T14:43Z [----] followers, [--] engagements "@RealtyStacker Congrats Stacker Keep moving 👏" [X Link](https://x.com/Kaizen_Investor/status/2021236907871453550) 2026-02-10T14:56Z [----] followers, [--] engagements "@InvestingVisual Looks fantastic good luck on this new exciting chapter 👏🏼" [X Link](https://x.com/Kaizen_Investor/status/2021252913629131101) 2026-02-10T16:00Z [----] followers, [--] engagements "@Investor_Jelle Well done Jelle 👏🏼" [X Link](https://x.com/Kaizen_Investor/status/2021252991051845864) 2026-02-10T16:00Z [----] followers, [--] engagements "@asym_investor Bitcoin I think dont know at this point tbh 😂" [X Link](https://x.com/Kaizen_Investor/status/2021606217232117932) 2026-02-11T15:24Z [----] followers, [---] engagements "@Ron_Trades Yes I see" [X Link](https://x.com/Kaizen_Investor/status/2021641639958393305) 2026-02-11T17:45Z [----] followers, [--] engagements "@Ron_Trades @SJCapitalInvest Always 🤝" [X Link](https://x.com/Kaizen_Investor/status/2021704563690995888) 2026-02-11T21:55Z [----] followers, [--] engagements "$ODFL down 1% after their Q4 double beat. Old Dominion Freight Lines latest results reflect a company maintaining its best-in-class reputation despite a sluggish economy. While total revenue and profits declined the core story is ODFLs incredible pricing discipline. Even though the amount of freight they moved (tonnage) dropped by over 10% they successfully charged more per shipment. This yield strength helped cushion the blow from a quiet manufacturing sector. However because they are moving fewer goods their operating ratio (a key efficiency metric) rose slightly as fixed costs like" [X Link](https://x.com/Kaizen_Investor/status/2019019594975875562) 2026-02-04T12:05Z [----] followers, [---] engagements "Looks like I'm the last one on FinX to read this article. If you haven't checked it out yet I highly recommend it. The strategy is excellent and explained clearly enough for everyone to understand. https://t.co/uXnwgshvsN https://t.co/uXnwgshvsN" [X Link](https://x.com/Kaizen_Investor/status/2022348320266707381) 2026-02-13T16:33Z [----] followers, [----] engagements "@BlackPantherCap $PL to $60 would help me retire" [X Link](https://x.com/Kaizen_Investor/status/2022393301878607918) 2026-02-13T19:31Z [----] followers, [----] engagements "Guess the sector providing a rock-steady 40% CAGR across these four incredible companies. Forecasts show this growth trajectory continuing through the next several years with zero signs of slowing down. Bonus points: Who can name all [--] tickers" [X Link](https://x.com/Kaizen_Investor/status/2022395943036031002) 2026-02-13T19:42Z [----] followers, [---] engagements "3/10 Kinsale Capital $KNSL is a specialty insurance company that focuses exclusively on the excess and surplus (E&S) lines market in the United States underwriting coverages for "hard-to-place" risks that standard insurers typically avoid. Investors are not pricing in any FCF growth at the moment. They expect the FCF to drop with 3.47% in the upcoming [--] years. Allthough the FCF growth has decreased a bit in [----] the 10-year CAGR is an astonishing 29.3% with a standard deviation of 30%. https://twitter.com/i/web/status/2009008281029595561 https://twitter.com/i/web/status/2009008281029595561" [X Link](https://x.com/Kaizen_Investor/status/2009008281029595561) 2026-01-07T21:04Z [----] followers, [----] engagements "9/10 Copart $CPRT is a global leader in online vehicle auctions and remarketing services specializing in the sale of used wholesale and salvage-title vehicles to a diverse base of dismantlers dealers and exporters. According to the reverse DCF analysis investors are expecting the FCF of $CPRT to grow with 12.39% in the upcoming 10-years. Copart has proven to be able to grow the FCF with a 10-year CAGR of 26.6% with a standard deviation of 36%. https://twitter.com/i/web/status/2009008300717756479 https://twitter.com/i/web/status/2009008300717756479" [X Link](https://x.com/Kaizen_Investor/status/2009008300717756479) 2026-01-07T21:04Z [----] followers, [---] engagements "$NXT with a very strong Q4 double beat. The stock is surging 10% higher after this result 📈 $NXT is successfully combining its strategic rebrand with surging financial results. Revenue jumped 34% to $909 million driven by a record order backlog and robust demand in the U.S. market. A key growth engine is their accelerating international expansion highlighted by a new Middle East joint venture that has already secured a massive [----] GW supply commitment. The company's financial maturity was validated by a new credit rating a major milestone that enabled them to launch a $500 million share" [X Link](https://x.com/Kaizen_Investor/status/2016259993582907454) 2026-01-27T21:20Z [----] followers, [---] engagements "$IDXX just reported a Q4 double beat. The stock stays flat after these earnings. IDEXX delivered a stellar finish to [----] proving its razor-and-blade model is stronger than ever. The company achieved double-digit organic growth powered by record-breaking placements of its new inVue Dx analyzer. This is a big win because every new machine installed locks in years of future sales for testing supplies. While domestic vet visits have been slightly soft $IDXX is successfully offsetting this through higher-value innovations like its new cancer diagnostics and strong international demand. Looking" [X Link](https://x.com/Kaizen_Investor/status/2018287268008472878) 2026-02-02T11:35Z [----] followers, [---] engagements "$PLTR just reported an outstanding Q4 double beat and a massive [----] revenue guidance. Stock is up 7% after earnings. Palantirs Q4 [----] earnings represent a watershed moment for the company. Revenue jumped 70% year-over-year fueled by an explosive 137% surge in U.S. commercial sales. This proves that their Artificial Intelligence Platform (AIP) is no longer just a pilot program; it is becoming the central operating system for American business. Financially Palantir has become a cash machine. They reported a record Rule of [--] score of 127% a rare metric that shows they are growing at" [X Link](https://x.com/Kaizen_Investor/status/2018432010524447152) 2026-02-02T21:11Z [----] followers, [---] engagements "$IT (Gartner) just reported a very strong Q4 double beat. The stock is up 7% after these earnings. To stay lean Gartner is selling its Digital Markets unit (including Capterra) to G2 focusing instead on its high-value research. They are also leaning heavily into financial engineering using a massive $2 billion share buyback to boost value for investors even as actual profits fell. Looking ahead to [----] management is banking on a rebound in global IT spending to jumpstart growth. For now it's a story of steadying the ship while waiting for the next tech boom." [X Link](https://x.com/Kaizen_Investor/status/2018642487624045049) 2026-02-03T11:07Z [----] followers, [----] engagements "$ETN just reported a mixed Q4 quarter. They did miss revenue estimate and did beat EPS estimate with the smallest margin. Investors clearly expected more as the stock is down almost 5%. Strategically Eaton is sharpening its focus. By announcing the spin-off of its Mobility business (engines and vehicles) it is transforming into a pure-play power company. This shift combined with the $9.5 billion purchase of Boyd Thermal positions them perfectly to cool the high-performance chips used in AI. With record profit margins and a confident [----] outlook Eaton is no longer just a parts maker it is the" [X Link](https://x.com/Kaizen_Investor/status/2018650012423426260) 2026-02-03T11:37Z [----] followers, [----] engagements "$PFE just reported a strong double beat and a clear strategical pivot towards GLP-1 medicines. Stock stays flat after the earnings. Pfizer is successfully moving past its pandemic era. While sales for COVID-19 products naturally declined the rest of its business grew by a healthy 9% in the final quarter of [----]. The companys big bet on cancer treatments and obesity is starting to pay off. Their new once-monthly weight-loss injection showed very promising results in recent trials. Looking ahead to [----] Pfizer plans to launch [--] major clinical studies to keep its pipeline full as older drugs" [X Link](https://x.com/Kaizen_Investor/status/2018653451681436139) 2026-02-03T11:51Z [----] followers, [----] engagements "$PYPL just rerported a double Q4 miss. Stock is down almost 10% on the earnings. While total payment volume grew management admitted that its core branded checkout business the famous PayPal button isn't performing where it should. To fix this theyve appointed a new CEO Enrique Lores signaling a desperate push for better execution. Financially the story is mixed. Profits are being squeezed by higher costs and the outlook for [----] is cautious with a predicted slight decline in earnings. In a major shift for a former growth stock PayPal is starting a quarterly dividend and continuing massive" [X Link](https://x.com/Kaizen_Investor/status/2018657939263726025) 2026-02-03T12:08Z [----] followers, [----] engagements "$ENPH just reported a strong double beat in Q4. The stock is up 1.5% after the earnings. Enphase has finally emerged from its inventory solar winter but the global climate remains a tale of two markets. In the United States the company saw its highest demand in over two years as homeowners rushed to install systems before key tax credits expired. This surge effectively cleared out the backlog of old stock returning the U.S. business to a healthy baseline. However Europe is currently a major drag with demand softening significantly due to regional economic headwinds. While $ENPH is" [X Link](https://x.com/Kaizen_Investor/status/2018794836342550906) 2026-02-03T21:12Z [----] followers, [----] engagements "$LITE is up 10% after a very strong Q4 double beat. Lumentum (LITE) just delivered a knockout quarter proving it is a cornerstone of the AI revolution. Revenue jumped over 65% as tech giants scrambled for the high-speed lasers that power AI data centers. The company didn't just beat expectations; it crushed them showing massive operating leverage meaning as they sell more their profit margins are expanding even faster. The future looks even brighter: they have a massive $400 million backlog for specialized optical switches and just secured a huge new order for co-packaged optics arriving in" [X Link](https://x.com/Kaizen_Investor/status/2018798094679412845) 2026-02-03T21:25Z [----] followers, [----] engagements "$LUMN just reported a mixed Q4 result. They did beat EPS but missed revenue. The stock is down 3% as a result. The big news is the completion of a multi-billion dollar deal with AT&T which allowed Lumen to slash its massive debt by nearly $5 billion. This move makes the company much safer and leaner. Operationally the focus is now on Private Connectivity Fabric the high-speed fiber brain needed to power AI. With $13 billion in new contracts demand is surging. For the first time their growth-focused products are outshining their dying legacy services. While they still face a net loss their" [X Link](https://x.com/Kaizen_Investor/status/2018799881171968060) 2026-02-03T21:32Z [----] followers, [----] engagements "$SMCI rise 7.5% after a massive double beat. Supermicro's latest results show a company growing at breakneck speed but at a high cost. While sales soared to $12.7 billion which are driven by massive demand for AI servers their profit margins took a significant hit. This margin squeeze suggests they are cutting prices or paying a premium for parts to win big contracts. Even more concerning for investors is the massive build-up in inventory and unpaid bills from customers (receivables) which total over $21 billion. This indicates that while they are shipping more than ever they haven't yet" [X Link](https://x.com/Kaizen_Investor/status/2018807029171986576) 2026-02-03T22:01Z [----] followers, [---] engagements "$ENPH now up 23% in pre-market 📈 Shorters had to give up on this one. $ENPH just reported a strong double beat in Q4. The stock is up 1.5% after the earnings. Enphase has finally emerged from its inventory solar winter but the global climate remains a tale of two markets. In the United States the company saw its highest demand in over two years https://t.co/YXPeFYiqBM $ENPH just reported a strong double beat in Q4. The stock is up 1.5% after the earnings. Enphase has finally emerged from its inventory solar winter but the global climate remains a tale of two markets. In the United States the" [X Link](https://x.com/Kaizen_Investor/status/2018991439020208278) 2026-02-04T10:14Z [----] followers, [---] engagements "$GEHC just reported a strong Q4 double beat. The stock is up 1% as a result. Key growth was driven by a record-high order backlog and double-digit strength in Pharmaceutical Diagnostics. This highlights strong global demand for advanced scanners and medical imaging technology. However profitability faced pressure from new trade tariffs and a shift in product mix which slightly squeezed margins. To pivot toward higher-margin software the company announced a major $2.3 billion acquisition of Intelerad to boost its cloud and AI capabilities. For [----] GEHC expects steady growth and improved" [X Link](https://x.com/Kaizen_Investor/status/2019009412845670748) 2026-02-04T11:25Z [----] followers, [---] engagements "$LLY jumps 7% higher after a massive Q4 double beat. Lillys latest results show a company firing on all cylinders. Revenue soared 43% this quarter crossing $19 billion thanks to the explosive popularity of its headline treatments Mounjaro and Zepbound. While the cost for patients has slightly decreased the sheer number of people starting these therapies is more than offsetting lower prices. Beyond weight loss Lilly is proving its drugs help with broader health issues like arthritis pain making them essential for long-term care. To keep up with infinite demand they are investing billions in" [X Link](https://x.com/Kaizen_Investor/status/2019015447903883423) 2026-02-04T11:49Z [----] followers, [---] engagements "$QCOM just dropped 6% after a double beat earnings. While they still lead in high-end smartphones the big news is their push into AI PCs and cars. Their latest report shows a 5% revenue bump but the real story is the $2.3B purchase of Alphawave a move to challenge giants like Nvidia in data centers. Challenges remain: a messy legal fight with $ARM over chip designs and the looming loss of Apple as a major customer. To keep talent through this transition theyve shifted to stock-based pay for staff. In short: Qualcomm is betting big that its tech can run your car and your laptop as well as it" [X Link](https://x.com/Kaizen_Investor/status/2019156572878827970) 2026-02-04T21:10Z [----] followers, [---] engagements "$ARM down 6% after a strong double beat. Arms latest results prove it is the silent engine of the AI revolution. Beyond just smartphones the company is seeing a massive shift as data centers and AI agents require more power-efficient CPUs. A major highlight is the transition to the v9 architecture which allows Arm to command higher royalty rates per chip. The strategy is shifting from selling individual parts to providing pre-integrated Compute Subsystems helping giants like Microsoft and AWS build custom AI chips faster. In the cloud Arm-based processors are reaching nearly 50% market share" [X Link](https://x.com/Kaizen_Investor/status/2019159928372396427) 2026-02-04T21:23Z [----] followers, [----] engagements "@DrJebaim Margins this quarter are from one mismanaged project so should be better next quarter. Backlog for next year is worth more than the total market cap so I still see a lot of upside for $FLNC" [X Link](https://x.com/Kaizen_Investor/status/2019168176152670244) 2026-02-04T21:56Z [----] followers, [---] engagements "Today is $IREN day. The sell-off during this crypto crash confirms the market still mislabels them as a mere miner and that is where the opportunity lies. This isn't just about hashrate it's a massive infrastructure pivot. The $MSFT contract execution is the ultimate litmus test for credibility. If they deliver on time they arent just mining theyre the backbone for Big Tech. Simultaneously GPU fleet expansion and high utilization rates will prove they can generate sticky revenue beyond volatile Bitcoin cycles. Power is the new gold. The Sweetwater substation progress is critical. Shovel-ready" [X Link](https://x.com/Kaizen_Investor/status/2019381132798656775) 2026-02-05T12:02Z [----] followers, [----] engagements "$AMZN down 9% after earnings. They did beat revenues and EPS was in line. The company hit record sales of $213.4 billion but the real news is AWS which grew 24% its fastest pace in years driven by the AI boom. By designing its own chips and building the worlds largest AI supercluster Amazon is now the backbone of the generative AI era. While shipping speeds are at an all-time high the company is doubling down on the future. Management plans to spend $200 billion in [----] on data centers and satellites. In short Amazon is no longer just a store; its a high-tech engine betting that cloud" [X Link](https://x.com/Kaizen_Investor/status/2019518622255702303) 2026-02-05T21:08Z [----] followers, [---] engagements "$IREN currently down 14% due to a heavy miss on Q4 earnings. According to me this is a massive overreaction. The market is spooked by headline net losses but they are ignoring the massive structural victory hidden in the details. This drop is a classic overreaction to non cash accounting items like convertible note adjustments and legacy mining impairments which do not reflect the actual health of the company. The core business has never been stronger. Securing three point six billion dollars in low interest financing and customer prepayments effectively de risks the entire $MSFT expansion." [X Link](https://x.com/Kaizen_Investor/status/2019522377583833452) 2026-02-05T21:23Z [----] followers, [----] engagements "$RDDT up 3% after a great double beat. In [----] the company crossed a massive milestone generating $2.2 billion in revenue which is a 69% jump and turning a solid $530 million profit. This success is driven by a 19% increase in daily users now reaching [---] million people globally. By using AI to translate content Reddit is attracting more international users and advertisers than ever before. With a high 91% gross margin and a new $1 billion program to buy back its own stock Reddit is demonstrating incredible financial health. Its no longer just a place for conversation; its a highly efficient" [X Link](https://x.com/Kaizen_Investor/status/2019526943683530821) 2026-02-05T21:41Z [----] followers, [---] engagements "$RBLX just pumped +20% after a massive Q4 double beat. Roblox crushed expectations this quarter proving its platform is more than just a kids' game. Revenue hit $2.22 billion fueled by a massive 69% jump in daily users to [---] million. Critically concerns that new safety measures would hurt engagement were silenced as total hours spent on the platform surged 88%. The business is successfully aging up with older demographics driving higher spending and attracting major brand partners. While heavy investments in AI and data centers continue to weigh on the bottom line the market cheered the" [X Link](https://x.com/Kaizen_Investor/status/2019529631691329725) 2026-02-05T21:52Z [----] followers, [---] engagements "If you bought $HIMS [--] years ago your investment would be down 2%. In the meantime - Revenue growth: +1044% - Subscriber growth: +346% - Gross profit margin: 29% - 75% - FCF margin: -214% - 6.06% - ROIC: -80% - 9.08% - Launched HERS brand - Added mental health services - Acquired ZAVA & Apostrophe - Built MedMatch AI - Launched national labs testing They may be struggling with $NVO but they have enough other high growth verticals to built a generational consumer health platform. https://twitter.com/i/web/status/2019535007946272986 https://twitter.com/i/web/status/2019535007946272986" [X Link](https://x.com/Kaizen_Investor/status/2019535007946272986) 2026-02-05T22:14Z [----] followers, [---] engagements "$IREN with a massive comeback now only at -1% at pre-market. $IREN currently down 14% due to a heavy miss on Q4 earnings. According to me this is a massive overreaction. The market is spooked by headline net losses but they are ignoring the massive structural victory hidden in the details. This drop is a classic overreaction to non cash https://t.co/CgYawsUlRh $IREN currently down 14% due to a heavy miss on Q4 earnings. According to me this is a massive overreaction. The market is spooked by headline net losses but they are ignoring the massive structural victory hidden in the details. This" [X Link](https://x.com/Kaizen_Investor/status/2019755378171400322) 2026-02-06T12:49Z [----] followers, [----] engagements "Been holding $PL since $4. Institutions still see plenty of upside and so do I. $PL Institutions now own over 70% of Planet shares with Google holding about 10% (32M shares). https://t.co/DUdpRurk35 $PL Institutions now own over 70% of Planet shares with Google holding about 10% (32M shares). https://t.co/DUdpRurk35" [X Link](https://x.com/Kaizen_Investor/status/2019908087902331022) 2026-02-06T22:56Z [----] followers, [----] engagements "$SPOT surges 15% after a massive Q4 earnings beat. $SPOT ended [----] reaching [---] million monthly users an 11% increase. This growth was fueled by record additions and the Wrapped campaign engaging [---] million people. Paid subscribers rose to [---] million. Financially Spotify hit record highs with [---] billion in revenue and a 33.1% gross margin. Profitability improved with operating income at [---] million. Importantly Spotify paid a record $11 billion to creators in [----]. With [---] billion in annual free cash flow the company is strongly positioned for [----]. It also continues to expand AI and" [X Link](https://x.com/Kaizen_Investor/status/2021182635553284256) 2026-02-10T11:21Z [----] followers, [---] engagements "$OSCR now up 5% despite a heavy Q4 double miss. Investors are looking past a messy [----] reset toward a massive [----] breakout. While the latest revenue and earnings missed estimates due to a spike in member illness (morbidity) the companys [----] guidance was a bombshell: they expect revenue to soar to $19 billion with a return to solid profitability. Management proved they can control costs lowering their overhead ratio while membership hit a record [---] million. By hiking prices 28% and deploying agentic AI to handle member support $OSCR is showing it can scale like a tech firm rather than a" [X Link](https://x.com/Kaizen_Investor/status/2021186669395820820) 2026-02-10T11:37Z [----] followers, [----] engagements "@CyberCabDavid Great decision imo. Still adding to my position as well" [X Link](https://x.com/Kaizen_Investor/status/2021252059975024995) 2026-02-10T15:56Z [----] followers, [---] engagements "@asym_investor Congrats Joseph well done 👏🏼" [X Link](https://x.com/Kaizen_Investor/status/2021308365742243941) 2026-02-10T19:40Z [----] followers, [--] engagements "Nope those bars mean how much shares they own. In Dec [--] they owned around [------] (x1000) shares. In Dec [--] around [------] which means they added x7 in [----]. You can see they added a lot during the latest dip around $11. Jump from [------] to [------]. Hope this is a bit clear https://twitter.com/i/web/status/2021309875771293978 https://twitter.com/i/web/status/2021309875771293978" [X Link](https://x.com/Kaizen_Investor/status/2021309875771293978) 2026-02-10T19:46Z [----] followers, [---] engagements "@RemoteNavigator $DDOG already reported bro: https://x.com/kaizen_investor/status/2021194753111367954s=46&t=vSOchLiLzM9xWpCBWgpjUw $DDOG surges 7.5% after an impressive double beat. Datadog is shifting from a simple watchdog to the brain that runs the cloud. Their latest results show that the worlds largest companies are relying on them more than ever seeing the platform as essential rather than https://t.co/t80NwyzztG https://x.com/kaizen_investor/status/2021194753111367954s=46&t=vSOchLiLzM9xWpCBWgpjUw $DDOG surges 7.5% after an impressive double beat. Datadog is shifting from a simple" [X Link](https://x.com/Kaizen_Investor/status/2021321642601799855) 2026-02-10T20:33Z [----] followers, [---] engagements "@WheelieInvestor $HIMS" [X Link](https://x.com/Kaizen_Investor/status/2021322352542319063) 2026-02-10T20:36Z [----] followers, [---] engagements "$HOOD down 8% after missing revenue estimates in Q4. They reported a record yearly revenue and are keeping customers' money for the long haul. By doubling their retirement assets and growing Gold subscribers to [---] million they are shifting from a business that relies on risky trading to one built on steady recurring fees. They are also winning over serious investors evidenced by a massive jump in their margin lending and the successful launch of prediction markets. While crypto trading slowed down new international expansions and the acquisition of Bitstamp are helping them go global." [X Link](https://x.com/Kaizen_Investor/status/2021331329699250393) 2026-02-10T21:11Z [----] followers, [---] engagements "$ALAB is down 10% despite reporting a massive Q4 double beat. Astera Labs delivered a powerhouse report with 115% annual revenue growth proving its role as the connective tissue of AI data centers. Key wins included the ramp of Scorpio fabric switches and a first-of-its-kind CXL deployment with $MSFT Azure. Despite these records the stock dropped 10% which is a classic sell-the-news reaction after a massive pre-earnings rally. Investors were spooked by guidance showing a slight dip in profit margins (to 74%) as the company shifts toward high-volume hardware modules. Additionally a new CFO and" [X Link](https://x.com/Kaizen_Investor/status/2021336731794960707) 2026-02-10T21:33Z [----] followers, [----] engagements "$SHOP just jumped 9% after a massive Q4 revenue beat. Shopify proved it has mastered the balance between rapid growth and consistent profit. Revenue surged 31% as the company cements its role as the operating system of commerce. Beyond small shops $SHOP saw a massive 96% spike in B2B sales successfully winning over large corporate clients. With ten straight quarters of strong cash flow and a new $2 billion share buyback program management is signaling high confidence. Looking ahead the focus shifts to agentic AI tools to automate selling for merchants. By expanding globally and dominating" [X Link](https://x.com/Kaizen_Investor/status/2021556869664223724) 2026-02-11T12:08Z [----] followers, [----] engagements "@BlackPantherCap Market is turning 👌🏼" [X Link](https://x.com/Kaizen_Investor/status/2021585951407919604) 2026-02-11T14:03Z [----] followers, [---] engagements "They grew around 145% since the April lows due to some great quarters where they reported revenue growth. $U now guided that they expect a revenue drop in Q1 [----]. Investors are now scared that the growth is over and so the stock is back to the levels where they did not show any growth at all. https://twitter.com/i/web/status/2021624793896755292 https://twitter.com/i/web/status/2021624793896755292" [X Link](https://x.com/Kaizen_Investor/status/2021624793896755292) 2026-02-11T16:38Z [----] followers, [----] engagements "@Investor_Jelle It's finally going fast for you. Congrats and well deserved Jelle" [X Link](https://x.com/Kaizen_Investor/status/2021625041914646533) 2026-02-11T16:39Z [----] followers, [--] engagements "@fantstockleague @bitcoingirl91 @LevinBurant @PulsePathTrades @earactingi @polaronfinance How is it calculated We are all on [--] points no" [X Link](https://x.com/Kaizen_Investor/status/2021637592031342815) 2026-02-11T17:28Z [----] followers, [--] engagements "$CSCO down 2% after a solid Q4 double beat. Cisco delivered a standout quarter with record revenue of $15.3 billion. The highlight was a massive jump in AI infrastructure orders hitting $2.1 billion alongside a long-awaited refresh as companies upgrade office networks. The weak spot was a 4% decline in security sales and a cautious outlook that accounts for potential new trade tariffs. Despite the minor slip Ciscos core networking business is growing at its fastest pace in years. By raising their full-year forecast management signaled that the pivot to AI is well underway even if the market" [X Link](https://x.com/Kaizen_Investor/status/2021694966289027179) 2026-02-11T21:16Z [----] followers, [----] engagements "@SJCapitalInvest Wow thanks a lot for mentioning me 🙏🏼 Looking forward to learn more about your Asymmetric Investing Framework. Looks very interesting" [X Link](https://x.com/Kaizen_Investor/status/2021704302671118818) 2026-02-11T21:54Z [----] followers, [---] engagements "Appreciate your take on $TE. I believe the total solar energy sector is still undervalued at the moment as the technology is improving at a rapid level. $TE is a company that could massively benefit from the improving technology. They are doing a lot of things right imo however I did not buy any shares yet. During Q3 earnings call they promised a lot of things for Q4 (G1 Dallas ramp-up record quarterly sales construction start in Austin) and the stock started pumping. This is not a moment to buy imo the stock has jumped 100% mostly on promises. Ill keep following them closely and might start" [X Link](https://x.com/Kaizen_Investor/status/2021707271441453523) 2026-02-11T22:05Z [----] followers, [---] engagements "@b_co_co Your comment (or like) / views ratio is ridiculous 😅 every person who sees your post comments on it. What a great job you are doing Marco 👏🏼" [X Link](https://x.com/Kaizen_Investor/status/2021709960497775097) 2026-02-11T22:16Z [----] followers, [--] engagements "@Investor_Jelle Morning Jelle enjoy your Friday" [X Link](https://x.com/Kaizen_Investor/status/2022206066466197608) 2026-02-13T07:07Z [----] followers, [--] engagements "@b_co_co Morning Marco the returns are not great last week. You still stacking bitcoin" [X Link](https://x.com/Kaizen_Investor/status/2022206642465780140) 2026-02-13T07:10Z [----] followers, [--] engagements "@b_co_co Nope not into crypto" [X Link](https://x.com/Kaizen_Investor/status/2022242422152118745) 2026-02-13T09:32Z [----] followers, [--] engagements "@3KComeback congrats man well done" [X Link](https://x.com/Kaizen_Investor/status/2022348956064239904) 2026-02-13T16:35Z [----] followers, [--] engagements "@CaesarCapitalz Im doing fine thanks Yes cant figure out the algorithm 😅" [X Link](https://x.com/Kaizen_Investor/status/2022381278033777039) 2026-02-13T18:44Z [----] followers, [--] engagements "Great day for the Kaizen Portfolio 🟢 My biggest winners today $FLNC: +9.54% $ASML.AS: +6.77% $ASM.AS: +5.86%" [X Link](https://x.com/Kaizen_Investor/status/2009774388241928694) 2026-01-09T23:48Z [----] followers, [---] engagements "$TSM massive $52B + capex budget is lighting a fire under the supply chain $ASML.AS and $ASM.AS both surging as investors cheer the confirmed demand for advanced manufacturing tools. The AI infrastructure buildout is full steam ahead no bubble to be popped soon" [X Link](https://x.com/Kaizen_Investor/status/2011719888893866113) 2026-01-15T08:39Z [----] followers, [---] engagements "$UBER down 8% after a strong EPS miss in Q4. They did beat revenue estimates but this wasn't enough to convince investors. Growth remains explosive with trips and gross bookings both surging 22%. Uber now serves over [---] million monthly users proving its platform is more essential to daily life than ever. The big story is profitability. Uber generated a record $10 billion in free cash flow for the year a massive milestone that allows it to invest heavily in its next chapter: Autonomous Vehicles (AVs). While Mobility (rides) provides the bulk of profits Delivery is seeing its earnings grow at" [X Link](https://x.com/Kaizen_Investor/status/2019018219286151552) 2026-02-04T12:00Z [----] followers, [----] engagements "Some recent corrections vs April 25' $BTC: -46.37% vs -25.38% $PLTR: -35.15% vs -33.72% $HOOD: -52.33% vs -39.27% $IREN: -41.47% vs -65.56% $RKLB: -26.93% vs -45.06% $CRWD: -30.91% vs -32.17% $HIMS: -64.17% vs -47.56% $ONDS: -39.47% vs -72.07% $PL: -29.01% vs -51.63% $OSCR: -42.61% vs -50% $GOOGL: -3.39% vs -27.66% $TSLA: -18.2% vs -52.01% $MSTR: -76.3% vs -44.73% $ASML: -5.08% vs -43.49% The corrections seem to be more concentrated in certain areas but it's nothing like April yet. https://twitter.com/i/web/status/2019753976212664703 https://twitter.com/i/web/status/2019753976212664703" [X Link](https://x.com/Kaizen_Investor/status/2019753976212664703) 2026-02-06T12:44Z [----] followers, [---] engagements "$DUK just reported a solid Q4 double beat expressing that the need for power is still on. A massive $103 billion capital plan through [----] targets a 9.6% increase in its earnings base fueled by soaring power demand from data centers and manufacturing. With [----] guidance set at $6.55$6.80 the company expects long-term profit growth of 5%7%. By adding [--] gigawatts of new energy mostly solar and natural gas $DUK is positioning itself as the vital backbone for Americas tech-heavy economy. Its a bold multi-year bet on the power needs of tomorrow." [X Link](https://x.com/Kaizen_Investor/status/2021197309799706865) 2026-02-10T12:19Z [----] followers, [---] engagements "$NET just surged 10% after a massive Q4 double beat. Cloudflare just proved it is no longer just a security company but the backbone of the Agentic Internet. The standout highlight was the closing of their largest deal ever ($42.5M annually) signaling a successful shift toward high-value enterprise customers. The company is capitalizing on the AI boom. As AI agents become the primary users of the web they require the speed and security of Cloudflares global network. This has fueled a massive 48% jump in total backlog (RPO) suggesting that future demand is accelerating not slowing down. While" [X Link](https://x.com/Kaizen_Investor/status/2021333992562413660) 2026-02-10T21:22Z [----] followers, [---] engagements "$ALB down 6% after a mixed Q4 report. Albemarle is slimming down to weather a volatile lithium market. While the headline net loss looks big it was driven by one-time accounting write-downs and taxes rather than a core business failure. In fact sales rose 16% as demand for battery materials remains resilient. Notably the company crushed its cost-saving goals and slashed project spending by 65% to protect its cash flow. The 5% stock drop suggests investors are cautious about the [----] outlook which remains heavily tied to unpredictable lithium prices. By selling off side businesses like Ketjen" [X Link](https://x.com/Kaizen_Investor/status/2021697199776608492) 2026-02-11T21:25Z [----] followers, [----] engagements "$NBIS down 1% after a double miss in Q4 earnings. No new deals announced. Nebius Group delivered an explosive final quarter of [----] headlined by a 547% revenue surge to $227.7 million. This growth underscores the massive demand for their AI infrastructure and cloud services. While the company still faces significant net losses which is largely due to a massive $2.06 billion investment in hardware and GPUs. $NBIS achieved a milestone by swinging to a positive Adjusted EBITDA of $15 million for the quarter. With $3.68 billion in cash on hand Nebius is aggressively scaling its global footprint" [X Link](https://x.com/Kaizen_Investor/status/2021924206921888105) 2026-02-12T12:27Z [----] followers, [----] engagements "@BlackPantherCap You into $PL" [X Link](https://x.com/Kaizen_Investor/status/2021958074895135096) 2026-02-12T14:42Z [----] followers, [----] engagements "The [----] energy transition has officially shifted from green promises to an industrial Power Trade. ⚡ My latest report through Q3 [----] breaks down the massive bifurcation driven by the AI demand shock. The Winners & The Warning Signs: ⚛ Nuclear is the new AI fuel. Investors have repriced $CEG as a high-growth tech asset while speculators eye $OKLO and $SMR for the SMR future. 🌬 Wind is seeing an industrial reset. $GEV is raising [----] guidance as Western OEMs like $VWS prioritize value over volume. ☀ Solar utility demand is booming to power data centers with $FSLR leading the charge while" [X Link](https://x.com/Kaizen_Investor/status/2022082673691570543) 2026-02-12T22:57Z [----] followers, [---] engagements "@freedombill3 This also proves that investing small amounts for your child each month can do miracles when he is older 👌🏼" [X Link](https://x.com/Kaizen_Investor/status/2022205790195687821) 2026-02-13T07:06Z [----] followers, [---] engagements "Hoe zit jullie nieuwe belasting eruit In Belgi zijn ze de beurs ook nog zwaarder aan het belasten. In plaats van de bevolking bij te leren over geld en wat investeren kan doen op lange termijn doen ze alsof de beurs enkel iets is voor de rijken. Met als gevolg dan onze beurzen te weinig liquiditeit hebben en jonge innoverende bedrijven te weinig financile zuurstof krijgen. Gevolg Extra afhankelijkheid van Amerika waar deze jonge ondernemingen wel kansen krijgen. https://twitter.com/i/web/status/2022243756469088283 https://twitter.com/i/web/status/2022243756469088283" [X Link](https://x.com/Kaizen_Investor/status/2022243756469088283) 2026-02-13T09:37Z [----] followers, [---] engagements "@InvestingVisual @NUnl @NOS @ADnl @trouw @telegraaf @nrc @volkskrant 36% Absurd Wij betalen voorlopig geen meerwaardebelasting. Er komt er nu eentje aan van 10% op gerealiseerde waarden. Wij betalen wel beurstax van 0.35% op elke transactie" [X Link](https://x.com/Kaizen_Investor/status/2022251291141951961) 2026-02-13T10:07Z [----] followers, [--] engagements "@CarsonTalkMoney Hims and Hood have done me. What about you" [X Link](https://x.com/Kaizen_Investor/status/2022339813547110822) 2026-02-13T15:59Z [----] followers, [--] engagements "@CarsonTalkMoney What a job you are doing Carson 👏🏼" [X Link](https://x.com/Kaizen_Investor/status/2022205385055293454) 2026-02-13T07:05Z [----] followers, [--] engagements "@CarsonTalkMoney Down 6.61% YTD at the moment. Was up 20% at a certain moment though" [X Link](https://x.com/Kaizen_Investor/status/2022320523229737296) 2026-02-13T14:42Z [----] followers, [--] engagements "@moninvestor @TheLongInvest @tempocap2 @Prof_heist @unaibld I hope on a little pullback not jumping on the $IREN train yet" [X Link](https://x.com/anyuser/status/1971478520015749395) 2025-09-26T07:34Z [----] followers, [---] engagements "@InvestingVisual Depending on which stocks I guess 😅" [X Link](https://x.com/anyuser/status/1975631366592266401) 2025-10-07T18:36Z [----] followers, [----] engagements "You are finally entering my territory my friend. I'll try to make it short but I think you are missing the point of a fundamental analysis. [--]. Conviction: not on a certain company but on a wave. Picture yourself [----] what is happening in the world. Which energy are we using how are we looking at cars what does AI actually mean Things like that conviction is personal no wrong or right. Once you have defined a wave you believe in you can look at the companies playing in that wave. [--]. Revenue growth compared with gross profit margin growth: I don't like the word 'moat' for me it is a word that" [X Link](https://x.com/anyuser/status/1978534811720667412) 2025-10-15T18:53Z [----] followers, [---] engagements "1/8 The data center industry is undergoing a seismic shift and growing at a rapid pace. It's no longer just about "the cloud." Instead it's being pulled in two directions: the explosive high-value demand for Artificial Intelligence and the boom-and-bust cycle of cryptocurrency mining. The one thing connecting them A frantic race to secure cheap reliable electricity which has become the new competitive battlefield. The wave had some pullabcks in recent days so I did some research to see if you should hop-in jump-out or just do nothing for now. Companies included are: $CRWV $NBIS $DOCN $IREN" [X Link](https://x.com/anyuser/status/1981000111523262968) 2025-10-22T14:10Z [----] followers, [----] engagements "Euro Stoxx is down a little today. Biggest winners: $UCG: Italian commercial bank $ISP: Spanish banking Corp $BBVA: Spanish commercial bank Biggest losers: $SGO: Manufacturer in construction materials $DG: Global infrastructure leader $BNP: French commercial bank" [X Link](https://x.com/Kaizen_Investor/status/1983103795090600323) 2025-10-28T09:29Z [----] followers, [---] engagements "$SOFI posted a record Q3 beating estimates and raising guidance 🟢 Massive member growth and a 50% jump in fee revenue show its "one-stop shop" strategy is firing on all cylinders delivering strong profitability and solid credit. Stock is up 3% pre-market 📈" [X Link](https://x.com/anyuser/status/1983130903007170912) 2025-10-28T11:17Z [----] followers, [---] engagements "Working on my $RKLB deep-dive planning to release it tomorrow. Here is a sneak peek of what to expect. Stay tuned for the full analysis" [X Link](https://x.com/anyuser/status/1983567867871150239) 2025-10-29T16:13Z [----] followers, [----] engagements "The $IREN pivot is complete. A $9.7B 5-yr contract proves their energy & infrastructure expertise is now a core asset for hyperscalers like $MSFT. This isn't just $IREN winning; it's $MSFT validating them as a key partner needed to help solve the massive AI compute bottleneck" [X Link](https://x.com/anyuser/status/1985310372451029059) 2025-11-03T11:37Z [----] followers, [---] engagements "$SEDG reported a Q3 double beat with sequentially improving revenue and margins 🟢 However its Q4 revenue guidance ($310-$340M) fell catastrophically short of analyst estimates signaling a much slower solar market recovery than hoped. The stock is down 20% after earnings📉" [X Link](https://x.com/anyuser/status/1986045601713426819) 2025-11-05T12:19Z [----] followers, [----] engagements "$NBIS reported a strong Q3 [----] selling out all capacity and posting +355% YoY group revenue growth. The company secured $4.3B in funding raised its power guidance to 2.5GW and is targeting $7-9B in run-rate revenue by CYE [----] supported by clients like $MSFT and $META" [X Link](https://x.com/anyuser/status/1988217473662153070) 2025-11-11T12:09Z [----] followers, [----] engagements "To my dear fellow investors: thanks for yesterdays +4.5% pump. Sadly after sleeping on it you all decided to sell again and I fell straight off a cliff. Ever tried just holding Id really appreciate it 🙏🏼" [X Link](https://x.com/anyuser/status/1988258094246236502) 2025-11-11T14:50Z [----] followers, [---] engagements "$HIMS now almost 40% down since the Dudum tweet 🩸" [X Link](https://x.com/anyuser/status/1988273537547989198) 2025-11-11T15:52Z [----] followers, [---] engagements "Friendly reminder: $IREN only have to contract half of the 3GW secured power for the stock to be up 260% 📈" [X Link](https://x.com/anyuser/status/1989087311783686233) 2025-11-13T21:45Z [----] followers, [----] engagements "@Real_Money_Blog @ATradersClub @DividendSponge @CashClarityFce @five__talent @coastlinetradin @_LEAPOptionsCP_ Great post bro Always looking for great active FinX accounts thanks" [X Link](https://x.com/anyuser/status/1989693535633756272) 2025-11-15T13:54Z [----] followers, [---] engagements "The median credit card debt in Belgium is [--]. Finally something we do well. The median credit card debt is even worse at $9540. Scary that many Americans are paying that much in interest. The median credit card debt is even worse at $9540. Scary that many Americans are paying that much in interest" [X Link](https://x.com/Kaizen_Investor/status/1994898106555789606) 2025-11-29T22:35Z [----] followers, [---] engagements "1/10 Deutsche Telekom $DTE is a leading global integrated telecommunications company that provides mobile fixed-line broadband and internet-based TV services to millions of consumers worldwide. Operating in more than [--] countries it maintains a significant presence in Europe and is the majority owner of T-Mobile US making it the largest telecommunications provider in Europe by revenue. According to the reverse DCF investors are expecting the FCF of $DTE to drop with an average of 16.48% in the upcoming 10-years. The FCF history gives us a complete different story. It has a 10-year CAGR of" [X Link](https://x.com/Kaizen_Investor/status/2009008274348073034) 2026-01-07T21:04Z [----] followers, [---] engagements "2/10 Veeva Systems $VEEV is a leader in "industry cloud" software providing a unified suite of cloud-based tools specifically designed to meet the complex regulatory and operational needs of the global life sciences industry. According to the reverse DCF investors are expecting the FCF to grow with 13.6% in the upcoming [--] years. The FCF of $VEEV has grown with a 10-year CAGR of 38.9% and a standard deviation of only 10%. If they can maintain this growth the stock could easily accelerate in [----]. https://twitter.com/i/web/status/2009008277561262267" [X Link](https://x.com/Kaizen_Investor/status/2009008277561262267) 2026-01-07T21:04Z [----] followers, [---] engagements "$AMD just reported a very strong Q4 double beat. Despite the double beat the stock is down 5.5%. AMDs stock fell 5% despite record Q4 results because its Q1 revenue guide implies a 5% sequential drop hitting a market priced for perfection. Investors also fretted over $440M in China export charges viewing the outlook as conservative against high AI growth expectations. Its Data Center business is soaring up 39% as big tech firms adopt AMDs Instinct GPUs. Beyond the numbers the future looks bright: AMD is launching the MI440X for enterprise AI and partnering with titans like Cisco to build" [X Link](https://x.com/Kaizen_Investor/status/2018797488375791865) 2026-02-03T21:23Z [----] followers, [----] engagements "$LYFT down 15% after a heavy double miss in Q4. Note that the EPS of Q4 is an estimate as they only reported the yearly EPS ($6.81). While headline net income hit a staggering $2.8 billion nearly all of it stemmed from a one-time $2.9 billion tax accounting benefit rather than ride fares. Beyond the accounting the core engine is humming: gross bookings grew 19% and the company generated over $1.1 billion in real cash for the year. Management is doubling down on this growth by announcing a fresh $1 billion share buyback and labeling [----] the Year of the AV for self-driving car rollouts. The" [X Link](https://x.com/Kaizen_Investor/status/2021335136042668495) 2026-02-10T21:27Z [----] followers, [----] engagements "$U just dropped 20% after a Q4 double beat due to a bad [----] forecast. Despite beating expectations on both profit and revenue Unitys stock plummeted 20% because Wall Street looks forward not backward. While the new Vector AI is a hit and Unity [--] adoption is record-breaking the companys forecast for early [----] was a cold shower. Management expects revenue to actually shrink in the next quarter compared to this one. Investors are worried that the Grow segment (their advertising business) is hitting a plateau especially as the older ironSource technology continues to lose steam. Essentially $U" [X Link](https://x.com/Kaizen_Investor/status/2021559071485108639) 2026-02-11T12:16Z [----] followers, [----] engagements "$APP down 9% after a great Q4 double beat. AppLovins latest report confirms its transformation into an AI software powerhouse. Revenue surged 66% year-over-year while profits nearly doubled fueled by the extreme efficiency of its Axon engine. The company is now operating at elite software levels guiding for a massive 84% profit margin next quarter. Despite these blowout results and a multi-billion dollar share buyback program the stock dipped 9% following the news. This likely stems from a priced for perfection valuation after its massive run-up in [----]. Investors are taking profits even as" [X Link](https://x.com/Kaizen_Investor/status/2021693431333236794) 2026-02-11T21:10Z [----] followers, [----] engagements "1. Introduction: The age of Power The global energy transition has graduated from a speculative movement into a hardened industrial reality defined by capital discipline and an unprecedented demand http://x.com/i/article/2021964056374947840 http://x.com/i/article/2021964056374947840" [X Link](https://x.com/Kaizen_Investor/status/2021984309402280079) 2026-02-12T16:26Z [----] followers, [----] engagements "@3KComeback that's crazy mainly through replies or own content" [X Link](https://x.com/Kaizen_Investor/status/2022348481688670696) 2026-02-13T16:33Z [----] followers, [--] engagements "@CaesarCapitalz Congrats Caesar well deserved" [X Link](https://x.com/Kaizen_Investor/status/2022355996887400774) 2026-02-13T17:03Z [----] followers, [--] engagements "@3KComeback Day [--] of no drinking is the best I can get most of the time. After [--] days the weekend starts 🍻😅" [X Link](https://x.com/Kaizen_Investor/status/2022383890359554402) 2026-02-13T18:54Z [----] followers, [--] engagements "Were still in the early innings of the AI boom. Dont let the price swings scare you Every drop can be a buy signal. Heres a breakdown of the sectors and stocks that should be on every investors watchlist. *Are the companies I own. Cybersecurity $CRWD: AI driven security stopping modern cyber breaches* $NET: The connectivity cloud powering the agentic internet* $DDOG: Unified observability securing the complex agentic stack Datacenters $NBIS: Scaling high-performance GPU clouds for AI innovators $IREN: Vertically integrated renewable powered AI clouds* $CIFR: Hyperscale power hosting for elite" [X Link](https://x.com/Kaizen_Investor/status/2022390169861542340) 2026-02-13T19:19Z [----] followers, [----] engagements "@b_co_co The potential is still underestimated 📈" [X Link](https://x.com/Kaizen_Investor/status/2022397097727930600) 2026-02-13T19:46Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Kaizen_Investor KaizenInvestor
KaizenInvestor posts on X about ai, strong, in the, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -15%
- [--] Month [-------] -34%
Mentions: [--] #
- [--] Month [---] -61%
Followers: [-----] #
- [--] Week [-----] +43%
- [--] Month [-----] +59%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 55.63% finance 25.17% technology brands 17.88% countries 5.3% cryptocurrencies 5.3% gaming 1.32% social networks 1.32% luxury brands 0.66% fashion brands 0.66% automotive brands 0.66%
Social topic influence ai 15.89%, strong 15.23%, in the 8.61%, business 8.61%, $iren #306, $hims #427, beat 5.3%, market #2356, $flnc #22, company 4.64%
Top accounts mentioned or mentioned by @blackpanthercap @fantstockleague @b_co_co @timprovisediy @ron_trades @3kcomeback @caesarcapitalz @carsontalkmoney @investorjelle @bcoco @investingvisual @sjcapitalinvest @freedombill3 @thefinpitch @goooonnney @psinvestor @thestocksking @investor_jelle @pepinveststocks @real_money_blog
Top assets mentioned Iris Energy Limited (IREN) Hims & Hers Health, Inc. (HIMS) Fluence Energy, Inc. (FLNC) Planet Labs PBC (PL) Rocket Lab USA, Inc. Common Stock (RKLB) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Datadog Inc (DDOG) Palantir Technologies Inc. (PLTR) Amazon.com, Inc. (AMZN) Taiwan Semiconductor (TSM) RAI Finance (SOFI) Gartner Inc (IT) Bitcoin (BTC) Enphase Energy Inc (ENPH) Born in [--] (19) Arm Holdings plc (ARM) Oscar Health, Inc. (OSCR) Robinhood Markets, Inc. (HOOD) Unity Software Inc. (U) Crowdstrike Holdings Inc (CRWD) Cloudflare, Inc. (NET) Nebius Group N.V. Class A Ordinary Shares (NBIS)
Top Social Posts
Top posts by engagements in the last [--] hours
"$DDOG surges 7.5% after an impressive double beat. Datadog is shifting from a simple watchdog to the brain that runs the cloud. Their latest results show that the worlds largest companies are relying on them more than ever seeing the platform as essential rather than optional. The headline is Bits AI a smart assistant that doesn't just alert engineers to tech problems but actually starts fixing them automatically. While some tech firms are struggling $DDOG is generating massive cash and expanding into cybersecurity and data storage. By using AI to solve complex issues instantly they are"
X Link 2026-02-10T12:09Z [----] followers, [----] engagements
"$FLNC just dropped 15% after mixed Q4 earnings. Fluences Q1 results signal a massive shift in scale. For the first time the companys $5.5 billion backlog completely covers their full-year sales targets. While they reported a net loss due to one-time project costs the underlying demand is explosive. Their sales pipeline jumped 30% in just three months to a record $30 billion fueled by the global scramble to power AI data centers and upgrade aging power grids. By reaffirming their [----] profit outlook and focusing on high-margin software and American-made hardware Fluence is proving it can grow"
X Link 2026-02-04T21:30Z [----] followers, 44.6K engagements
"$AMPX is becoming the primary target for smart money as institutions aggressively accumulate shares at current levels. The attached graph shows a massive shift in volume. $AMPX produces the most powerful lithium ion batteries in existence by replacing traditional graphite with silicon. Their tech allows high performance drones and aircraft to fly significantly farther than anything else on the market today. Amprius makes money by selling these advanced cells to the aerospace and defense industries where energy density is the most important factor. Instead of spending billions building their"
X Link 2026-02-10T15:54Z [----] followers, 34.7K engagements
"@Nucleus42206887 @Stocksalute Do you own them I already have $AMS.AS and $ASML that is the main reason I did not look further into $BESI"
X Link 2025-12-03T11:47Z [----] followers, [---] engagements
"The [--] Most Undervalued Quality Companies of [----] according to the reverse DCF Each year I run a reverse DCF analysis on around [---] companies. The goal of a reverse DCF is to see how much free cash flow growth the market is pricing in. I compare these to the 10- 5- and 3- Year FCF CAGR to see if investors are expecting the company to do worse or better than the previous years. There are [--] rules: [--]. The FCF should be positive in at least [--] of the last [--] years. [--]. The FCF should be positive in the last year. [--]. The standard deviation of the FCF should be less than 40%. According to this"
X Link 2026-01-07T21:04Z [----] followers, [---] engagements
"5/10 Christian Dior $CDI French multinational luxury holding company that serves as the parent entity of LVMH the worlds largest luxury goods conglomerate effectively controlling a vast portfolio of prestige brands including Louis Vuitton Givenchy and Mot & Chandon. According to the reverse DCF investors are expecting that the FCF will drop with 7.89% in the upcoming 10-years. $CDI has proven to grow the FCF with a 10-year CAGR of 16.4% with a standard deviation of 34%. https://twitter.com/i/web/status/2009008288281616477 https://twitter.com/i/web/status/2009008288281616477"
X Link 2026-01-07T21:04Z [----] followers, [---] engagements
"6/10 Paycom $PAYC is a leading provider of cloud-based Human Capital Management (HCM) software that unifies payroll and HR functions into a single comprehensive database for businesses of all sizes. According to the reverse DCF investors are expecting the FCF to rise with 9.3% in the upcoming 10-years. $PAYC has proven to be able to grow the FCF with a 10-year CAGR of 31.9% and a standard deviation of only 7%. There is a clear misunderstanding between the Mr. market and $PAYC strong history of FCF growth. https://twitter.com/i/web/status/2009008291460845836"
X Link 2026-01-07T21:04Z [----] followers, [---] engagements
"@moninvestor Im more $IREN $HIMS and $FLNC"
X Link 2026-01-10T12:26Z [----] followers, [---] engagements
"Morning all I expected yesterday to be way worse than it finally was. The Kaizen portfolio was down -3.18%. Worst performers $RKLB: -7.41% $IREN: -6.16% $FLNC: -5.80%"
X Link 2026-01-21T04:52Z [----] followers, [---] engagements
"$PLD will report earnings today. Investors are focused on [----] guidance and data center leasing momentum. Occupancy retention remains the critical metric to watch alongside rent spreads as the market seeks stability. EPS est. [----] Revenue est. $2087"
X Link 2026-01-21T11:00Z [----] followers, [---] engagements
"@TheFinPitch I don't know $REXR tbh are they in the same industry"
X Link 2026-01-21T21:51Z [----] followers, [--] engagements
"Crazy that $IREN was at only $33 about a month ago. There are always opportunities in the market. You just have to find them"
X Link 2026-01-23T16:54Z [----] followers, [----] engagements
"$UPS just reported a strong Q4 double beat. The stock is currently up 3.5% after a strong Q4 🟢 $UPS is transforming into a leaner more profitable company. They are intentionally reducing lower-margin business from $AMZN. Instead of chasing sheer volume UPS is prioritizing "quality" revenue successfully charging 8.3% more per package in the U.S. to offset fewer deliveries. Crucially they are aggressively cutting costs to fit this new reality: closing [--] facilities reducing their workforce by [-----] and retiring older aircraft. While [----] was a transition year focused on these tough adjustments"
X Link 2026-01-27T11:11Z [----] followers, [---] engagements
"$NEE with a mixed Q4 again. They have beaten the EPS estimates but missed revenue estimates again. Stock is currently flat after these earnings. A standout highlight was the agreement to restart the Duane Arnold nuclear plant to supply carbon-free power for $GOOGL signaling massive demand from the tech sector. The companys renewables business had its best year ever adding [----] gigawatts of new projects to its development pipeline. Simultaneously its Florida utility secured a stable four-year rate plan to fund up to $100 billion in infrastructure upgrades. With extended growth forecasts"
X Link 2026-01-27T12:49Z [----] followers, [----] engagements
"$HIMS one of the biggest opportunities in the market at the moment. A $100 stock price should be the target"
X Link 2026-01-27T19:39Z [----] followers, [----] engagements
"$TXN reported a Q4 double miss. Despite the double miss the stock is up 5% as investors cheer the 96% surge in Free Cash Flow. $TXN has officially turned the corner signaling the end of the semiconductor slump. Revenue is driven by their core Analog chips which manage power in everything from electric vehicles to factory robots. The most critical signal for investors was the massive 96% jump in Free Cash Flow. This confirms that their aggressive strategy which is spending billions on new "300mm" manufacturing plants is finally generating cash rather than just consuming it. While net income"
X Link 2026-01-27T21:08Z [----] followers, [----] engagements
"$ASML with a strong Q4 earnings report. They missed EPS but did beat the Revenue expectations. Stock is up 7% overnight. The headline number is a massive explosion in bookings to [----] billion completely smashing expectations. This confirms the $TSM Capex guidance. AI spending spree is finally converting into hard orders for chip machinery. As Chinese demand normalizes heavyweights like TSMC and memory makers are aggressively stepping up to build capacity for [----]. Management confirmed this by guiding [----] sales up to [--] billion which is a clear growth signal. With a fresh [--] billion share"
X Link 2026-01-28T06:13Z [----] followers, [----] engagements
"$GEV with a massive double beat in Q4. They report a record EPS and Revenue. Stock is up 4% in pre-earnings. GE Vernova is surging on the back of insatiable global electricity demand. While their Wind division remains a challenge the Power and Electrification segments are booming. They have locked in massive amounts of future work pushing their backlog to a record $150 billion importantly at much higher prices that guarantee better future profits. Demand for gas turbines and grid equipment is accelerating driven by data centers and electrification trends. Management signals deep confidence by"
X Link 2026-01-28T11:42Z [----] followers, [----] engagements
"$MSCI reported mixed Q4 earnings. They did beat EPS estimates but slighlty missed the revenue estimates. Stock is down 4% in pre-market as a result. The revenues are largely fueled by its Index business where fees tied to assets like ETFs surged nearly 21% due to record investor inflows. Total revenue was supported by a 12% jump in new recurring subscription sales proving that clients continue to prioritize MSCI's data tools despite market uncertainty. While one-time tax items caused a small dip in reported net income core profitability improved with adjusted earnings rising 11.5%. Beyond the"
X Link 2026-01-28T11:54Z [----] followers, [----] engagements
"$SBUX with a mixed Q4 earnings report. They heavily missed EPS estimates but did beat the revenue estimates. Stock is up 6% after these earnings as turnaround initiatives are executing ahead of schedule. $SBUX is officially seeing a turnaround. For the first time in two years U.S. growth was driven by more customer visits rather than just higher prices proving that the "Back to Starbucks" strategy is fixing store operations faster than expected. Global sales rose 4% with China rebounding strongly at 7% growth. However profits dipped this quarter because the company is spending heavily on"
X Link 2026-01-28T12:51Z [----] followers, [----] engagements
"$APH with another strong Q4 double beat. Stock is down 12% though as expectations are sky high and there is a surprise $100M China tax provision. The great results aren't just financial engineering their underlying business grew 38% organically fueled by insatiable demand in Data Communications likely for AI infrastructure. Importantly this strength was broad lifting nearly every sector they serve including mobile and automotive. Their growth engine is accelerating further with the massive acquisition of CommScopes connectivity business expected to add $4 billion in annual revenue. Investors"
X Link 2026-01-28T13:08Z [----] followers, [----] engagements
"$LRCX just reported a Q4 double beat. The stock is up 1% as a result. Lam Research delivered a resilient quarter that points to an upcoming recovery. While current revenue remained flat at $5.34 billion the company provided a strong outlook forecasting sales to rise to $5.7 billion next quarter. A crucial shift is happening in their market mix: reliance on China has stabilized at 35% while their service and support business surged helping offset a temporary decline in new equipment sales. The driving force remains Artificial Intelligence. Management emphasized that AI is fueling demand for"
X Link 2026-01-28T21:27Z [----] followers, [---] engagements
"$IBM is up 8% thanks to a strong Q4 double beat. The surge was powered by double-digit gains in Software led by Red Hat and Automation alongside a massive jump in Infrastructure sales as clients upgraded to the next-generation mainframe. Critically $IBM is proving it can convert AI hype into revenue: its Generative AI order book has now surpassed $12.5 billion. Profit margins are widening and cash flow remains very strong signaling disciplined operational execution. While the Consulting division is growing slower than the rest of the company management enters [----] with confidence projecting"
X Link 2026-01-28T21:33Z [----] followers, [----] engagements
"$AMPX now up 50% YTD. Still undervalued. I've been looking into $AMPX lately and I think this company could do really well again in [----]. Lithium-ion batteries rely on graphite anodes which have effectively reached their theoretical limit for energy storage. This creates a massive hurdle for industries that require https://t.co/QJsteWCMAo I've been looking into $AMPX lately and I think this company could do really well again in [----]. Lithium-ion batteries rely on graphite anodes which have effectively reached their theoretical limit for energy storage. This creates a massive hurdle for"
X Link 2026-01-29T15:29Z [----] followers, [----] engagements
"$CVX just reported a Q4 double beat the stock did stay flat after the earnings. Chevrons [----] results show a company successfully juggling massive growth with disciplined spending. By integrating Hess Chevron didn't just get bigger it hit a major milestone by producing record amounts of oil and gas particularly in the U.S. Permian Basin. While lower oil prices meant profit was down compared to last year the company's cash machine remains strong. Theyve become more efficient cutting over $1.5 billion in structural costs and boosting their dividend for the 39th year in a row. Beyond oil they"
X Link 2026-01-30T11:21Z [----] followers, [---] engagements
"$XOM just reported a Q4 double beat despite the double beat the stock is down 2.5%. ExxonMobils [----] results highlight a company firing on all cylinders. By focusing on its most profitable regions $XOM achieved its highest oil production in [--] years. The stars of the show were the Permian Basin and Guyana which now make up nearly 60% of everything they produce. Even though oil prices were lower than last year Exxon stayed highly profitable by cutting $15 billion in waste which is more than any of its big competitors. They didn't just save money they executed perfectly finishing [--] major"
X Link 2026-01-30T11:36Z [----] followers, [---] engagements
"$SOFI just reported a strong double beat the stock is currently up 4% thanks to the first +$1 billion quarter🟢 SoFis Q4 [----] results mark a historic pivot from a simple lender to a high-margin financial powerhouse. For the first time quarterly revenue topped $1 billion fueled by a record [--] million new members joining the platform. This wasn't just a win for the top line SoFi delivered its ninth straight profitable quarter proving its model is both stable and scalable. The real story lies in the shift toward capital-light revenue. Fee-based income surged over 50% reducing SoFi's reliance on"
X Link 2026-01-30T12:09Z [----] followers, [----] engagements
"$DIS with a strong double beat in Q4. The stock is +4% after these strong earnings 🟢 Disneys latest results show a company successfully pivoting its business model though not without growing pains. The big win is in streaming (SVOD) where profits are surging as more people subscribe and stay engaged. At the box office hits like Zootopia [--] and Avatar prove Disney has regained its creative spark driving fans back to theaters. Theme parks remain a powerhouse despite global economic shifts families are spending more per visit on cruises and attractions. However its not all magic. The Sports"
X Link 2026-02-02T11:52Z [----] followers, [----] engagements
"$HIMS to announce Q4 earnings after the market closes on Monday February [--]. Will be massive as the company is desperatly looking for a turnaround"
X Link 2026-02-02T21:20Z [----] followers, [---] engagements
"Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since [--] years $PLTR is not my biggest holding. My holdings: $PL: Daily earth imaging $PLTR: Big data analytics $RKLB: End-to-end space solutions $FLNC: Smart energy storage $IREN: Sustainable AI datacenters $GOOGL: AI-first ecosystem $ASM: ALD semiconductor manufacturing $AMPX: Ion-Lithium drone batteries $ASML: EUV semiconductor manufacturing $HOOD: Financial services platform $TMDX: Organ transplant therapy $CRWD:"
X Link 2026-02-02T21:42Z [----] followers, [---] engagements
"Big swing for $IT in pre-market as investors look past the double beat. Stock now down 2.4%. $IT (Gartner) just reported a very strong Q4 double beat. The stock is up 7% after these earnings. To stay lean Gartner is selling its Digital Markets unit (including Capterra) to G2 focusing instead on its high-value research. They are also leaning heavily into financial https://t.co/lGDvNZZFko $IT (Gartner) just reported a very strong Q4 double beat. The stock is up 7% after these earnings. To stay lean Gartner is selling its Digital Markets unit (including Capterra) to G2 focusing instead on its"
X Link 2026-02-03T11:16Z [----] followers, [---] engagements
"$FUBO just reported a strong quarter they did beat revenue estimates but failed to beat the EPS estimate. Stock stays flat after the earnings. Fubo is successfully pivoting from a sports niche to a dominant Pay TV powerhouse. The integration is delivering clear synergies and the path to sustainable profitability is finally materializing. $FUBO results mark a turning point following the Hulu + Live TV merger. Reported revenue hit $1.54B (+40% YoY) while Pro Forma Revenue reached $1.68B. Most importantly Pro Forma Adjusted EBITDA turned positive at $41.4M signaling operational efficiency"
X Link 2026-02-03T12:14Z [----] followers, [----] engagements
"$MRCY just dropped 11% despite a Q4 double beat. While the adjusted numbers look great the company still reported a $15 million GAAP net loss. Mercury Systems is showing that its turnaround is working: they signed more new business than they billed resulting in a record $1.5 billion backlog. Most importantly they generated significant cash a major relief for investors who were worried about the companys ability to turn orders into actual dollars. https://twitter.com/i/web/status/2018805228355661993 https://twitter.com/i/web/status/2018805228355661993"
X Link 2026-02-03T21:54Z [----] followers, [---] engagements
"Bloody one today 🩸 My worst daily performance in absolute numbers and that always hurts. But drops like these are always interesting some wonderful companies dropped with the market. Time to reflect learn and go again. It aint about how hard you hit. Its about how hard you can get hit and keep moving forward"
X Link 2026-02-04T21:39Z [----] followers, [---] engagements
"@TacticzH $HIMS 😅"
X Link 2026-02-05T08:04Z [----] followers, [---] engagements
"@MarcRavioli Thanks certainly don't want to "mislead" anyone. Essentially $FLNC has already 'sold' every dollar they expect to make this year"
X Link 2026-02-05T10:21Z [----] followers, [---] engagements
"@YodaStockInvest 1T 😂 Im a big bull as well but $100B would be great already"
X Link 2026-02-05T20:04Z [----] followers, [---] engagements
"@Investor_Jelle Do you own shares"
X Link 2026-02-05T22:14Z [----] followers, [--] engagements
"@Investor_Jelle Nope dont know the platform that well. Never played the game or dont know how it works in detail. Do you"
X Link 2026-02-05T22:16Z [----] followers, [--] engagements
"@Dom_Investing Its getting ridiculous at the moment. Every stock that reports goed down. Except Roblox"
X Link 2026-02-05T22:16Z [----] followers, [--] engagements
"$HIMS has proven they are masters of identifying high-growth verticals but the gap between innovation and execution remains a concern. The business model is strong yet managements decision-making lacks the seasoned maturity needed to scale efficiently. Bringing in a veteran executive to bridge the gap between great ideas and operational discipline would be a massive de-risking event imo. https://twitter.com/i/web/status/2019755101867356531 https://twitter.com/i/web/status/2019755101867356531"
X Link 2026-02-06T12:48Z [----] followers, [---] engagements
"Great write Lando. I was Ronny when I was a student except the part that he is empty/sad. I was more wasted than sober skipped every class I could and when I wasnt with friends I was gaming. Now I dont mind that time to be honest. My one goals was finish uni which I did and I let out the beast who is now happily caged. Although it probably was the best time of my life without responsibilities or worries I understand that I could have gained a massive advantage during that time. I didnt I choose to live the life that was best for the present me not the future me. Im not the one who regrets"
X Link 2026-02-07T23:01Z [----] followers, [--] engagements
"@Real_Money_Blog @HappyBullTrader @dividendbuff @growthstockpick @TimproviseDIY @jordanmthy @goooonnney @StrawHatTrade @CXL_LAB @ObjIFDividends @Acevent95706230 @MoonWalkerTrd What a list 👏🏼 have been less engaging last few weeks but happy you still included me along these legends"
X Link 2026-02-07T23:07Z [----] followers, [--] engagements
"@LandoInvests Good luck in achieving the highest level we are here to encourage you allong the way 🤝"
X Link 2026-02-07T23:08Z [----] followers, [--] engagements
"@TimproviseDIY Which games do you play"
X Link 2026-02-08T14:19Z [----] followers, [--] engagements
"@pepemoonboy Unbelievable on how many things you can bet now. Not a great evolution if you ask me"
X Link 2026-02-08T14:21Z [----] followers, [---] engagements
"@b_co_co Well done Marco 👏🏼 its well deserved keep going 🤝"
X Link 2026-02-09T05:55Z [----] followers, [--] engagements
"@TimproviseDIY I have them on my watchlist as well. I just dont like the insurance environment so dont know what to do with this one yet"
X Link 2026-02-10T14:43Z [----] followers, [--] engagements
"@RealtyStacker Congrats Stacker Keep moving 👏"
X Link 2026-02-10T14:56Z [----] followers, [--] engagements
"@InvestingVisual Looks fantastic good luck on this new exciting chapter 👏🏼"
X Link 2026-02-10T16:00Z [----] followers, [--] engagements
"@Investor_Jelle Well done Jelle 👏🏼"
X Link 2026-02-10T16:00Z [----] followers, [--] engagements
"@asym_investor Bitcoin I think dont know at this point tbh 😂"
X Link 2026-02-11T15:24Z [----] followers, [---] engagements
"@Ron_Trades Yes I see"
X Link 2026-02-11T17:45Z [----] followers, [--] engagements
"@Ron_Trades @SJCapitalInvest Always 🤝"
X Link 2026-02-11T21:55Z [----] followers, [--] engagements
"$ODFL down 1% after their Q4 double beat. Old Dominion Freight Lines latest results reflect a company maintaining its best-in-class reputation despite a sluggish economy. While total revenue and profits declined the core story is ODFLs incredible pricing discipline. Even though the amount of freight they moved (tonnage) dropped by over 10% they successfully charged more per shipment. This yield strength helped cushion the blow from a quiet manufacturing sector. However because they are moving fewer goods their operating ratio (a key efficiency metric) rose slightly as fixed costs like"
X Link 2026-02-04T12:05Z [----] followers, [---] engagements
"Looks like I'm the last one on FinX to read this article. If you haven't checked it out yet I highly recommend it. The strategy is excellent and explained clearly enough for everyone to understand. https://t.co/uXnwgshvsN https://t.co/uXnwgshvsN"
X Link 2026-02-13T16:33Z [----] followers, [----] engagements
"@BlackPantherCap $PL to $60 would help me retire"
X Link 2026-02-13T19:31Z [----] followers, [----] engagements
"Guess the sector providing a rock-steady 40% CAGR across these four incredible companies. Forecasts show this growth trajectory continuing through the next several years with zero signs of slowing down. Bonus points: Who can name all [--] tickers"
X Link 2026-02-13T19:42Z [----] followers, [---] engagements
"3/10 Kinsale Capital $KNSL is a specialty insurance company that focuses exclusively on the excess and surplus (E&S) lines market in the United States underwriting coverages for "hard-to-place" risks that standard insurers typically avoid. Investors are not pricing in any FCF growth at the moment. They expect the FCF to drop with 3.47% in the upcoming [--] years. Allthough the FCF growth has decreased a bit in [----] the 10-year CAGR is an astonishing 29.3% with a standard deviation of 30%. https://twitter.com/i/web/status/2009008281029595561 https://twitter.com/i/web/status/2009008281029595561"
X Link 2026-01-07T21:04Z [----] followers, [----] engagements
"9/10 Copart $CPRT is a global leader in online vehicle auctions and remarketing services specializing in the sale of used wholesale and salvage-title vehicles to a diverse base of dismantlers dealers and exporters. According to the reverse DCF analysis investors are expecting the FCF of $CPRT to grow with 12.39% in the upcoming 10-years. Copart has proven to be able to grow the FCF with a 10-year CAGR of 26.6% with a standard deviation of 36%. https://twitter.com/i/web/status/2009008300717756479 https://twitter.com/i/web/status/2009008300717756479"
X Link 2026-01-07T21:04Z [----] followers, [---] engagements
"$NXT with a very strong Q4 double beat. The stock is surging 10% higher after this result 📈 $NXT is successfully combining its strategic rebrand with surging financial results. Revenue jumped 34% to $909 million driven by a record order backlog and robust demand in the U.S. market. A key growth engine is their accelerating international expansion highlighted by a new Middle East joint venture that has already secured a massive [----] GW supply commitment. The company's financial maturity was validated by a new credit rating a major milestone that enabled them to launch a $500 million share"
X Link 2026-01-27T21:20Z [----] followers, [---] engagements
"$IDXX just reported a Q4 double beat. The stock stays flat after these earnings. IDEXX delivered a stellar finish to [----] proving its razor-and-blade model is stronger than ever. The company achieved double-digit organic growth powered by record-breaking placements of its new inVue Dx analyzer. This is a big win because every new machine installed locks in years of future sales for testing supplies. While domestic vet visits have been slightly soft $IDXX is successfully offsetting this through higher-value innovations like its new cancer diagnostics and strong international demand. Looking"
X Link 2026-02-02T11:35Z [----] followers, [---] engagements
"$PLTR just reported an outstanding Q4 double beat and a massive [----] revenue guidance. Stock is up 7% after earnings. Palantirs Q4 [----] earnings represent a watershed moment for the company. Revenue jumped 70% year-over-year fueled by an explosive 137% surge in U.S. commercial sales. This proves that their Artificial Intelligence Platform (AIP) is no longer just a pilot program; it is becoming the central operating system for American business. Financially Palantir has become a cash machine. They reported a record Rule of [--] score of 127% a rare metric that shows they are growing at"
X Link 2026-02-02T21:11Z [----] followers, [---] engagements
"$IT (Gartner) just reported a very strong Q4 double beat. The stock is up 7% after these earnings. To stay lean Gartner is selling its Digital Markets unit (including Capterra) to G2 focusing instead on its high-value research. They are also leaning heavily into financial engineering using a massive $2 billion share buyback to boost value for investors even as actual profits fell. Looking ahead to [----] management is banking on a rebound in global IT spending to jumpstart growth. For now it's a story of steadying the ship while waiting for the next tech boom."
X Link 2026-02-03T11:07Z [----] followers, [----] engagements
"$ETN just reported a mixed Q4 quarter. They did miss revenue estimate and did beat EPS estimate with the smallest margin. Investors clearly expected more as the stock is down almost 5%. Strategically Eaton is sharpening its focus. By announcing the spin-off of its Mobility business (engines and vehicles) it is transforming into a pure-play power company. This shift combined with the $9.5 billion purchase of Boyd Thermal positions them perfectly to cool the high-performance chips used in AI. With record profit margins and a confident [----] outlook Eaton is no longer just a parts maker it is the"
X Link 2026-02-03T11:37Z [----] followers, [----] engagements
"$PFE just reported a strong double beat and a clear strategical pivot towards GLP-1 medicines. Stock stays flat after the earnings. Pfizer is successfully moving past its pandemic era. While sales for COVID-19 products naturally declined the rest of its business grew by a healthy 9% in the final quarter of [----]. The companys big bet on cancer treatments and obesity is starting to pay off. Their new once-monthly weight-loss injection showed very promising results in recent trials. Looking ahead to [----] Pfizer plans to launch [--] major clinical studies to keep its pipeline full as older drugs"
X Link 2026-02-03T11:51Z [----] followers, [----] engagements
"$PYPL just rerported a double Q4 miss. Stock is down almost 10% on the earnings. While total payment volume grew management admitted that its core branded checkout business the famous PayPal button isn't performing where it should. To fix this theyve appointed a new CEO Enrique Lores signaling a desperate push for better execution. Financially the story is mixed. Profits are being squeezed by higher costs and the outlook for [----] is cautious with a predicted slight decline in earnings. In a major shift for a former growth stock PayPal is starting a quarterly dividend and continuing massive"
X Link 2026-02-03T12:08Z [----] followers, [----] engagements
"$ENPH just reported a strong double beat in Q4. The stock is up 1.5% after the earnings. Enphase has finally emerged from its inventory solar winter but the global climate remains a tale of two markets. In the United States the company saw its highest demand in over two years as homeowners rushed to install systems before key tax credits expired. This surge effectively cleared out the backlog of old stock returning the U.S. business to a healthy baseline. However Europe is currently a major drag with demand softening significantly due to regional economic headwinds. While $ENPH is"
X Link 2026-02-03T21:12Z [----] followers, [----] engagements
"$LITE is up 10% after a very strong Q4 double beat. Lumentum (LITE) just delivered a knockout quarter proving it is a cornerstone of the AI revolution. Revenue jumped over 65% as tech giants scrambled for the high-speed lasers that power AI data centers. The company didn't just beat expectations; it crushed them showing massive operating leverage meaning as they sell more their profit margins are expanding even faster. The future looks even brighter: they have a massive $400 million backlog for specialized optical switches and just secured a huge new order for co-packaged optics arriving in"
X Link 2026-02-03T21:25Z [----] followers, [----] engagements
"$LUMN just reported a mixed Q4 result. They did beat EPS but missed revenue. The stock is down 3% as a result. The big news is the completion of a multi-billion dollar deal with AT&T which allowed Lumen to slash its massive debt by nearly $5 billion. This move makes the company much safer and leaner. Operationally the focus is now on Private Connectivity Fabric the high-speed fiber brain needed to power AI. With $13 billion in new contracts demand is surging. For the first time their growth-focused products are outshining their dying legacy services. While they still face a net loss their"
X Link 2026-02-03T21:32Z [----] followers, [----] engagements
"$SMCI rise 7.5% after a massive double beat. Supermicro's latest results show a company growing at breakneck speed but at a high cost. While sales soared to $12.7 billion which are driven by massive demand for AI servers their profit margins took a significant hit. This margin squeeze suggests they are cutting prices or paying a premium for parts to win big contracts. Even more concerning for investors is the massive build-up in inventory and unpaid bills from customers (receivables) which total over $21 billion. This indicates that while they are shipping more than ever they haven't yet"
X Link 2026-02-03T22:01Z [----] followers, [---] engagements
"$ENPH now up 23% in pre-market 📈 Shorters had to give up on this one. $ENPH just reported a strong double beat in Q4. The stock is up 1.5% after the earnings. Enphase has finally emerged from its inventory solar winter but the global climate remains a tale of two markets. In the United States the company saw its highest demand in over two years https://t.co/YXPeFYiqBM $ENPH just reported a strong double beat in Q4. The stock is up 1.5% after the earnings. Enphase has finally emerged from its inventory solar winter but the global climate remains a tale of two markets. In the United States the"
X Link 2026-02-04T10:14Z [----] followers, [---] engagements
"$GEHC just reported a strong Q4 double beat. The stock is up 1% as a result. Key growth was driven by a record-high order backlog and double-digit strength in Pharmaceutical Diagnostics. This highlights strong global demand for advanced scanners and medical imaging technology. However profitability faced pressure from new trade tariffs and a shift in product mix which slightly squeezed margins. To pivot toward higher-margin software the company announced a major $2.3 billion acquisition of Intelerad to boost its cloud and AI capabilities. For [----] GEHC expects steady growth and improved"
X Link 2026-02-04T11:25Z [----] followers, [---] engagements
"$LLY jumps 7% higher after a massive Q4 double beat. Lillys latest results show a company firing on all cylinders. Revenue soared 43% this quarter crossing $19 billion thanks to the explosive popularity of its headline treatments Mounjaro and Zepbound. While the cost for patients has slightly decreased the sheer number of people starting these therapies is more than offsetting lower prices. Beyond weight loss Lilly is proving its drugs help with broader health issues like arthritis pain making them essential for long-term care. To keep up with infinite demand they are investing billions in"
X Link 2026-02-04T11:49Z [----] followers, [---] engagements
"$QCOM just dropped 6% after a double beat earnings. While they still lead in high-end smartphones the big news is their push into AI PCs and cars. Their latest report shows a 5% revenue bump but the real story is the $2.3B purchase of Alphawave a move to challenge giants like Nvidia in data centers. Challenges remain: a messy legal fight with $ARM over chip designs and the looming loss of Apple as a major customer. To keep talent through this transition theyve shifted to stock-based pay for staff. In short: Qualcomm is betting big that its tech can run your car and your laptop as well as it"
X Link 2026-02-04T21:10Z [----] followers, [---] engagements
"$ARM down 6% after a strong double beat. Arms latest results prove it is the silent engine of the AI revolution. Beyond just smartphones the company is seeing a massive shift as data centers and AI agents require more power-efficient CPUs. A major highlight is the transition to the v9 architecture which allows Arm to command higher royalty rates per chip. The strategy is shifting from selling individual parts to providing pre-integrated Compute Subsystems helping giants like Microsoft and AWS build custom AI chips faster. In the cloud Arm-based processors are reaching nearly 50% market share"
X Link 2026-02-04T21:23Z [----] followers, [----] engagements
"@DrJebaim Margins this quarter are from one mismanaged project so should be better next quarter. Backlog for next year is worth more than the total market cap so I still see a lot of upside for $FLNC"
X Link 2026-02-04T21:56Z [----] followers, [---] engagements
"Today is $IREN day. The sell-off during this crypto crash confirms the market still mislabels them as a mere miner and that is where the opportunity lies. This isn't just about hashrate it's a massive infrastructure pivot. The $MSFT contract execution is the ultimate litmus test for credibility. If they deliver on time they arent just mining theyre the backbone for Big Tech. Simultaneously GPU fleet expansion and high utilization rates will prove they can generate sticky revenue beyond volatile Bitcoin cycles. Power is the new gold. The Sweetwater substation progress is critical. Shovel-ready"
X Link 2026-02-05T12:02Z [----] followers, [----] engagements
"$AMZN down 9% after earnings. They did beat revenues and EPS was in line. The company hit record sales of $213.4 billion but the real news is AWS which grew 24% its fastest pace in years driven by the AI boom. By designing its own chips and building the worlds largest AI supercluster Amazon is now the backbone of the generative AI era. While shipping speeds are at an all-time high the company is doubling down on the future. Management plans to spend $200 billion in [----] on data centers and satellites. In short Amazon is no longer just a store; its a high-tech engine betting that cloud"
X Link 2026-02-05T21:08Z [----] followers, [---] engagements
"$IREN currently down 14% due to a heavy miss on Q4 earnings. According to me this is a massive overreaction. The market is spooked by headline net losses but they are ignoring the massive structural victory hidden in the details. This drop is a classic overreaction to non cash accounting items like convertible note adjustments and legacy mining impairments which do not reflect the actual health of the company. The core business has never been stronger. Securing three point six billion dollars in low interest financing and customer prepayments effectively de risks the entire $MSFT expansion."
X Link 2026-02-05T21:23Z [----] followers, [----] engagements
"$RDDT up 3% after a great double beat. In [----] the company crossed a massive milestone generating $2.2 billion in revenue which is a 69% jump and turning a solid $530 million profit. This success is driven by a 19% increase in daily users now reaching [---] million people globally. By using AI to translate content Reddit is attracting more international users and advertisers than ever before. With a high 91% gross margin and a new $1 billion program to buy back its own stock Reddit is demonstrating incredible financial health. Its no longer just a place for conversation; its a highly efficient"
X Link 2026-02-05T21:41Z [----] followers, [---] engagements
"$RBLX just pumped +20% after a massive Q4 double beat. Roblox crushed expectations this quarter proving its platform is more than just a kids' game. Revenue hit $2.22 billion fueled by a massive 69% jump in daily users to [---] million. Critically concerns that new safety measures would hurt engagement were silenced as total hours spent on the platform surged 88%. The business is successfully aging up with older demographics driving higher spending and attracting major brand partners. While heavy investments in AI and data centers continue to weigh on the bottom line the market cheered the"
X Link 2026-02-05T21:52Z [----] followers, [---] engagements
"If you bought $HIMS [--] years ago your investment would be down 2%. In the meantime - Revenue growth: +1044% - Subscriber growth: +346% - Gross profit margin: 29% - 75% - FCF margin: -214% - 6.06% - ROIC: -80% - 9.08% - Launched HERS brand - Added mental health services - Acquired ZAVA & Apostrophe - Built MedMatch AI - Launched national labs testing They may be struggling with $NVO but they have enough other high growth verticals to built a generational consumer health platform. https://twitter.com/i/web/status/2019535007946272986 https://twitter.com/i/web/status/2019535007946272986"
X Link 2026-02-05T22:14Z [----] followers, [---] engagements
"$IREN with a massive comeback now only at -1% at pre-market. $IREN currently down 14% due to a heavy miss on Q4 earnings. According to me this is a massive overreaction. The market is spooked by headline net losses but they are ignoring the massive structural victory hidden in the details. This drop is a classic overreaction to non cash https://t.co/CgYawsUlRh $IREN currently down 14% due to a heavy miss on Q4 earnings. According to me this is a massive overreaction. The market is spooked by headline net losses but they are ignoring the massive structural victory hidden in the details. This"
X Link 2026-02-06T12:49Z [----] followers, [----] engagements
"Been holding $PL since $4. Institutions still see plenty of upside and so do I. $PL Institutions now own over 70% of Planet shares with Google holding about 10% (32M shares). https://t.co/DUdpRurk35 $PL Institutions now own over 70% of Planet shares with Google holding about 10% (32M shares). https://t.co/DUdpRurk35"
X Link 2026-02-06T22:56Z [----] followers, [----] engagements
"$SPOT surges 15% after a massive Q4 earnings beat. $SPOT ended [----] reaching [---] million monthly users an 11% increase. This growth was fueled by record additions and the Wrapped campaign engaging [---] million people. Paid subscribers rose to [---] million. Financially Spotify hit record highs with [---] billion in revenue and a 33.1% gross margin. Profitability improved with operating income at [---] million. Importantly Spotify paid a record $11 billion to creators in [----]. With [---] billion in annual free cash flow the company is strongly positioned for [----]. It also continues to expand AI and"
X Link 2026-02-10T11:21Z [----] followers, [---] engagements
"$OSCR now up 5% despite a heavy Q4 double miss. Investors are looking past a messy [----] reset toward a massive [----] breakout. While the latest revenue and earnings missed estimates due to a spike in member illness (morbidity) the companys [----] guidance was a bombshell: they expect revenue to soar to $19 billion with a return to solid profitability. Management proved they can control costs lowering their overhead ratio while membership hit a record [---] million. By hiking prices 28% and deploying agentic AI to handle member support $OSCR is showing it can scale like a tech firm rather than a"
X Link 2026-02-10T11:37Z [----] followers, [----] engagements
"@CyberCabDavid Great decision imo. Still adding to my position as well"
X Link 2026-02-10T15:56Z [----] followers, [---] engagements
"@asym_investor Congrats Joseph well done 👏🏼"
X Link 2026-02-10T19:40Z [----] followers, [--] engagements
"Nope those bars mean how much shares they own. In Dec [--] they owned around [------] (x1000) shares. In Dec [--] around [------] which means they added x7 in [----]. You can see they added a lot during the latest dip around $11. Jump from [------] to [------]. Hope this is a bit clear https://twitter.com/i/web/status/2021309875771293978 https://twitter.com/i/web/status/2021309875771293978"
X Link 2026-02-10T19:46Z [----] followers, [---] engagements
"@RemoteNavigator $DDOG already reported bro: https://x.com/kaizen_investor/status/2021194753111367954s=46&t=vSOchLiLzM9xWpCBWgpjUw $DDOG surges 7.5% after an impressive double beat. Datadog is shifting from a simple watchdog to the brain that runs the cloud. Their latest results show that the worlds largest companies are relying on them more than ever seeing the platform as essential rather than https://t.co/t80NwyzztG https://x.com/kaizen_investor/status/2021194753111367954s=46&t=vSOchLiLzM9xWpCBWgpjUw $DDOG surges 7.5% after an impressive double beat. Datadog is shifting from a simple"
X Link 2026-02-10T20:33Z [----] followers, [---] engagements
"@WheelieInvestor $HIMS"
X Link 2026-02-10T20:36Z [----] followers, [---] engagements
"$HOOD down 8% after missing revenue estimates in Q4. They reported a record yearly revenue and are keeping customers' money for the long haul. By doubling their retirement assets and growing Gold subscribers to [---] million they are shifting from a business that relies on risky trading to one built on steady recurring fees. They are also winning over serious investors evidenced by a massive jump in their margin lending and the successful launch of prediction markets. While crypto trading slowed down new international expansions and the acquisition of Bitstamp are helping them go global."
X Link 2026-02-10T21:11Z [----] followers, [---] engagements
"$ALAB is down 10% despite reporting a massive Q4 double beat. Astera Labs delivered a powerhouse report with 115% annual revenue growth proving its role as the connective tissue of AI data centers. Key wins included the ramp of Scorpio fabric switches and a first-of-its-kind CXL deployment with $MSFT Azure. Despite these records the stock dropped 10% which is a classic sell-the-news reaction after a massive pre-earnings rally. Investors were spooked by guidance showing a slight dip in profit margins (to 74%) as the company shifts toward high-volume hardware modules. Additionally a new CFO and"
X Link 2026-02-10T21:33Z [----] followers, [----] engagements
"$SHOP just jumped 9% after a massive Q4 revenue beat. Shopify proved it has mastered the balance between rapid growth and consistent profit. Revenue surged 31% as the company cements its role as the operating system of commerce. Beyond small shops $SHOP saw a massive 96% spike in B2B sales successfully winning over large corporate clients. With ten straight quarters of strong cash flow and a new $2 billion share buyback program management is signaling high confidence. Looking ahead the focus shifts to agentic AI tools to automate selling for merchants. By expanding globally and dominating"
X Link 2026-02-11T12:08Z [----] followers, [----] engagements
"@BlackPantherCap Market is turning 👌🏼"
X Link 2026-02-11T14:03Z [----] followers, [---] engagements
"They grew around 145% since the April lows due to some great quarters where they reported revenue growth. $U now guided that they expect a revenue drop in Q1 [----]. Investors are now scared that the growth is over and so the stock is back to the levels where they did not show any growth at all. https://twitter.com/i/web/status/2021624793896755292 https://twitter.com/i/web/status/2021624793896755292"
X Link 2026-02-11T16:38Z [----] followers, [----] engagements
"@Investor_Jelle It's finally going fast for you. Congrats and well deserved Jelle"
X Link 2026-02-11T16:39Z [----] followers, [--] engagements
"@fantstockleague @bitcoingirl91 @LevinBurant @PulsePathTrades @earactingi @polaronfinance How is it calculated We are all on [--] points no"
X Link 2026-02-11T17:28Z [----] followers, [--] engagements
"$CSCO down 2% after a solid Q4 double beat. Cisco delivered a standout quarter with record revenue of $15.3 billion. The highlight was a massive jump in AI infrastructure orders hitting $2.1 billion alongside a long-awaited refresh as companies upgrade office networks. The weak spot was a 4% decline in security sales and a cautious outlook that accounts for potential new trade tariffs. Despite the minor slip Ciscos core networking business is growing at its fastest pace in years. By raising their full-year forecast management signaled that the pivot to AI is well underway even if the market"
X Link 2026-02-11T21:16Z [----] followers, [----] engagements
"@SJCapitalInvest Wow thanks a lot for mentioning me 🙏🏼 Looking forward to learn more about your Asymmetric Investing Framework. Looks very interesting"
X Link 2026-02-11T21:54Z [----] followers, [---] engagements
"Appreciate your take on $TE. I believe the total solar energy sector is still undervalued at the moment as the technology is improving at a rapid level. $TE is a company that could massively benefit from the improving technology. They are doing a lot of things right imo however I did not buy any shares yet. During Q3 earnings call they promised a lot of things for Q4 (G1 Dallas ramp-up record quarterly sales construction start in Austin) and the stock started pumping. This is not a moment to buy imo the stock has jumped 100% mostly on promises. Ill keep following them closely and might start"
X Link 2026-02-11T22:05Z [----] followers, [---] engagements
"@b_co_co Your comment (or like) / views ratio is ridiculous 😅 every person who sees your post comments on it. What a great job you are doing Marco 👏🏼"
X Link 2026-02-11T22:16Z [----] followers, [--] engagements
"@Investor_Jelle Morning Jelle enjoy your Friday"
X Link 2026-02-13T07:07Z [----] followers, [--] engagements
"@b_co_co Morning Marco the returns are not great last week. You still stacking bitcoin"
X Link 2026-02-13T07:10Z [----] followers, [--] engagements
"@b_co_co Nope not into crypto"
X Link 2026-02-13T09:32Z [----] followers, [--] engagements
"@3KComeback congrats man well done"
X Link 2026-02-13T16:35Z [----] followers, [--] engagements
"@CaesarCapitalz Im doing fine thanks Yes cant figure out the algorithm 😅"
X Link 2026-02-13T18:44Z [----] followers, [--] engagements
"Great day for the Kaizen Portfolio 🟢 My biggest winners today $FLNC: +9.54% $ASML.AS: +6.77% $ASM.AS: +5.86%"
X Link 2026-01-09T23:48Z [----] followers, [---] engagements
"$TSM massive $52B + capex budget is lighting a fire under the supply chain $ASML.AS and $ASM.AS both surging as investors cheer the confirmed demand for advanced manufacturing tools. The AI infrastructure buildout is full steam ahead no bubble to be popped soon"
X Link 2026-01-15T08:39Z [----] followers, [---] engagements
"$UBER down 8% after a strong EPS miss in Q4. They did beat revenue estimates but this wasn't enough to convince investors. Growth remains explosive with trips and gross bookings both surging 22%. Uber now serves over [---] million monthly users proving its platform is more essential to daily life than ever. The big story is profitability. Uber generated a record $10 billion in free cash flow for the year a massive milestone that allows it to invest heavily in its next chapter: Autonomous Vehicles (AVs). While Mobility (rides) provides the bulk of profits Delivery is seeing its earnings grow at"
X Link 2026-02-04T12:00Z [----] followers, [----] engagements
"Some recent corrections vs April 25' $BTC: -46.37% vs -25.38% $PLTR: -35.15% vs -33.72% $HOOD: -52.33% vs -39.27% $IREN: -41.47% vs -65.56% $RKLB: -26.93% vs -45.06% $CRWD: -30.91% vs -32.17% $HIMS: -64.17% vs -47.56% $ONDS: -39.47% vs -72.07% $PL: -29.01% vs -51.63% $OSCR: -42.61% vs -50% $GOOGL: -3.39% vs -27.66% $TSLA: -18.2% vs -52.01% $MSTR: -76.3% vs -44.73% $ASML: -5.08% vs -43.49% The corrections seem to be more concentrated in certain areas but it's nothing like April yet. https://twitter.com/i/web/status/2019753976212664703 https://twitter.com/i/web/status/2019753976212664703"
X Link 2026-02-06T12:44Z [----] followers, [---] engagements
"$DUK just reported a solid Q4 double beat expressing that the need for power is still on. A massive $103 billion capital plan through [----] targets a 9.6% increase in its earnings base fueled by soaring power demand from data centers and manufacturing. With [----] guidance set at $6.55$6.80 the company expects long-term profit growth of 5%7%. By adding [--] gigawatts of new energy mostly solar and natural gas $DUK is positioning itself as the vital backbone for Americas tech-heavy economy. Its a bold multi-year bet on the power needs of tomorrow."
X Link 2026-02-10T12:19Z [----] followers, [---] engagements
"$NET just surged 10% after a massive Q4 double beat. Cloudflare just proved it is no longer just a security company but the backbone of the Agentic Internet. The standout highlight was the closing of their largest deal ever ($42.5M annually) signaling a successful shift toward high-value enterprise customers. The company is capitalizing on the AI boom. As AI agents become the primary users of the web they require the speed and security of Cloudflares global network. This has fueled a massive 48% jump in total backlog (RPO) suggesting that future demand is accelerating not slowing down. While"
X Link 2026-02-10T21:22Z [----] followers, [---] engagements
"$ALB down 6% after a mixed Q4 report. Albemarle is slimming down to weather a volatile lithium market. While the headline net loss looks big it was driven by one-time accounting write-downs and taxes rather than a core business failure. In fact sales rose 16% as demand for battery materials remains resilient. Notably the company crushed its cost-saving goals and slashed project spending by 65% to protect its cash flow. The 5% stock drop suggests investors are cautious about the [----] outlook which remains heavily tied to unpredictable lithium prices. By selling off side businesses like Ketjen"
X Link 2026-02-11T21:25Z [----] followers, [----] engagements
"$NBIS down 1% after a double miss in Q4 earnings. No new deals announced. Nebius Group delivered an explosive final quarter of [----] headlined by a 547% revenue surge to $227.7 million. This growth underscores the massive demand for their AI infrastructure and cloud services. While the company still faces significant net losses which is largely due to a massive $2.06 billion investment in hardware and GPUs. $NBIS achieved a milestone by swinging to a positive Adjusted EBITDA of $15 million for the quarter. With $3.68 billion in cash on hand Nebius is aggressively scaling its global footprint"
X Link 2026-02-12T12:27Z [----] followers, [----] engagements
"@BlackPantherCap You into $PL"
X Link 2026-02-12T14:42Z [----] followers, [----] engagements
"The [----] energy transition has officially shifted from green promises to an industrial Power Trade. ⚡ My latest report through Q3 [----] breaks down the massive bifurcation driven by the AI demand shock. The Winners & The Warning Signs: ⚛ Nuclear is the new AI fuel. Investors have repriced $CEG as a high-growth tech asset while speculators eye $OKLO and $SMR for the SMR future. 🌬 Wind is seeing an industrial reset. $GEV is raising [----] guidance as Western OEMs like $VWS prioritize value over volume. ☀ Solar utility demand is booming to power data centers with $FSLR leading the charge while"
X Link 2026-02-12T22:57Z [----] followers, [---] engagements
"@freedombill3 This also proves that investing small amounts for your child each month can do miracles when he is older 👌🏼"
X Link 2026-02-13T07:06Z [----] followers, [---] engagements
"Hoe zit jullie nieuwe belasting eruit In Belgi zijn ze de beurs ook nog zwaarder aan het belasten. In plaats van de bevolking bij te leren over geld en wat investeren kan doen op lange termijn doen ze alsof de beurs enkel iets is voor de rijken. Met als gevolg dan onze beurzen te weinig liquiditeit hebben en jonge innoverende bedrijven te weinig financile zuurstof krijgen. Gevolg Extra afhankelijkheid van Amerika waar deze jonge ondernemingen wel kansen krijgen. https://twitter.com/i/web/status/2022243756469088283 https://twitter.com/i/web/status/2022243756469088283"
X Link 2026-02-13T09:37Z [----] followers, [---] engagements
"@InvestingVisual @NUnl @NOS @ADnl @trouw @telegraaf @nrc @volkskrant 36% Absurd Wij betalen voorlopig geen meerwaardebelasting. Er komt er nu eentje aan van 10% op gerealiseerde waarden. Wij betalen wel beurstax van 0.35% op elke transactie"
X Link 2026-02-13T10:07Z [----] followers, [--] engagements
"@CarsonTalkMoney Hims and Hood have done me. What about you"
X Link 2026-02-13T15:59Z [----] followers, [--] engagements
"@CarsonTalkMoney What a job you are doing Carson 👏🏼"
X Link 2026-02-13T07:05Z [----] followers, [--] engagements
"@CarsonTalkMoney Down 6.61% YTD at the moment. Was up 20% at a certain moment though"
X Link 2026-02-13T14:42Z [----] followers, [--] engagements
"@moninvestor @TheLongInvest @tempocap2 @Prof_heist @unaibld I hope on a little pullback not jumping on the $IREN train yet"
X Link 2025-09-26T07:34Z [----] followers, [---] engagements
"@InvestingVisual Depending on which stocks I guess 😅"
X Link 2025-10-07T18:36Z [----] followers, [----] engagements
"You are finally entering my territory my friend. I'll try to make it short but I think you are missing the point of a fundamental analysis. [--]. Conviction: not on a certain company but on a wave. Picture yourself [----] what is happening in the world. Which energy are we using how are we looking at cars what does AI actually mean Things like that conviction is personal no wrong or right. Once you have defined a wave you believe in you can look at the companies playing in that wave. [--]. Revenue growth compared with gross profit margin growth: I don't like the word 'moat' for me it is a word that"
X Link 2025-10-15T18:53Z [----] followers, [---] engagements
"1/8 The data center industry is undergoing a seismic shift and growing at a rapid pace. It's no longer just about "the cloud." Instead it's being pulled in two directions: the explosive high-value demand for Artificial Intelligence and the boom-and-bust cycle of cryptocurrency mining. The one thing connecting them A frantic race to secure cheap reliable electricity which has become the new competitive battlefield. The wave had some pullabcks in recent days so I did some research to see if you should hop-in jump-out or just do nothing for now. Companies included are: $CRWV $NBIS $DOCN $IREN"
X Link 2025-10-22T14:10Z [----] followers, [----] engagements
"Euro Stoxx is down a little today. Biggest winners: $UCG: Italian commercial bank $ISP: Spanish banking Corp $BBVA: Spanish commercial bank Biggest losers: $SGO: Manufacturer in construction materials $DG: Global infrastructure leader $BNP: French commercial bank"
X Link 2025-10-28T09:29Z [----] followers, [---] engagements
"$SOFI posted a record Q3 beating estimates and raising guidance 🟢 Massive member growth and a 50% jump in fee revenue show its "one-stop shop" strategy is firing on all cylinders delivering strong profitability and solid credit. Stock is up 3% pre-market 📈"
X Link 2025-10-28T11:17Z [----] followers, [---] engagements
"Working on my $RKLB deep-dive planning to release it tomorrow. Here is a sneak peek of what to expect. Stay tuned for the full analysis"
X Link 2025-10-29T16:13Z [----] followers, [----] engagements
"The $IREN pivot is complete. A $9.7B 5-yr contract proves their energy & infrastructure expertise is now a core asset for hyperscalers like $MSFT. This isn't just $IREN winning; it's $MSFT validating them as a key partner needed to help solve the massive AI compute bottleneck"
X Link 2025-11-03T11:37Z [----] followers, [---] engagements
"$SEDG reported a Q3 double beat with sequentially improving revenue and margins 🟢 However its Q4 revenue guidance ($310-$340M) fell catastrophically short of analyst estimates signaling a much slower solar market recovery than hoped. The stock is down 20% after earnings📉"
X Link 2025-11-05T12:19Z [----] followers, [----] engagements
"$NBIS reported a strong Q3 [----] selling out all capacity and posting +355% YoY group revenue growth. The company secured $4.3B in funding raised its power guidance to 2.5GW and is targeting $7-9B in run-rate revenue by CYE [----] supported by clients like $MSFT and $META"
X Link 2025-11-11T12:09Z [----] followers, [----] engagements
"To my dear fellow investors: thanks for yesterdays +4.5% pump. Sadly after sleeping on it you all decided to sell again and I fell straight off a cliff. Ever tried just holding Id really appreciate it 🙏🏼"
X Link 2025-11-11T14:50Z [----] followers, [---] engagements
"$HIMS now almost 40% down since the Dudum tweet 🩸"
X Link 2025-11-11T15:52Z [----] followers, [---] engagements
"Friendly reminder: $IREN only have to contract half of the 3GW secured power for the stock to be up 260% 📈"
X Link 2025-11-13T21:45Z [----] followers, [----] engagements
"@Real_Money_Blog @ATradersClub @DividendSponge @CashClarityFce @five__talent @coastlinetradin @LEAPOptionsCP Great post bro Always looking for great active FinX accounts thanks"
X Link 2025-11-15T13:54Z [----] followers, [---] engagements
"The median credit card debt in Belgium is [--]. Finally something we do well. The median credit card debt is even worse at $9540. Scary that many Americans are paying that much in interest. The median credit card debt is even worse at $9540. Scary that many Americans are paying that much in interest"
X Link 2025-11-29T22:35Z [----] followers, [---] engagements
"1/10 Deutsche Telekom $DTE is a leading global integrated telecommunications company that provides mobile fixed-line broadband and internet-based TV services to millions of consumers worldwide. Operating in more than [--] countries it maintains a significant presence in Europe and is the majority owner of T-Mobile US making it the largest telecommunications provider in Europe by revenue. According to the reverse DCF investors are expecting the FCF of $DTE to drop with an average of 16.48% in the upcoming 10-years. The FCF history gives us a complete different story. It has a 10-year CAGR of"
X Link 2026-01-07T21:04Z [----] followers, [---] engagements
"2/10 Veeva Systems $VEEV is a leader in "industry cloud" software providing a unified suite of cloud-based tools specifically designed to meet the complex regulatory and operational needs of the global life sciences industry. According to the reverse DCF investors are expecting the FCF to grow with 13.6% in the upcoming [--] years. The FCF of $VEEV has grown with a 10-year CAGR of 38.9% and a standard deviation of only 10%. If they can maintain this growth the stock could easily accelerate in [----]. https://twitter.com/i/web/status/2009008277561262267"
X Link 2026-01-07T21:04Z [----] followers, [---] engagements
"$AMD just reported a very strong Q4 double beat. Despite the double beat the stock is down 5.5%. AMDs stock fell 5% despite record Q4 results because its Q1 revenue guide implies a 5% sequential drop hitting a market priced for perfection. Investors also fretted over $440M in China export charges viewing the outlook as conservative against high AI growth expectations. Its Data Center business is soaring up 39% as big tech firms adopt AMDs Instinct GPUs. Beyond the numbers the future looks bright: AMD is launching the MI440X for enterprise AI and partnering with titans like Cisco to build"
X Link 2026-02-03T21:23Z [----] followers, [----] engagements
"$LYFT down 15% after a heavy double miss in Q4. Note that the EPS of Q4 is an estimate as they only reported the yearly EPS ($6.81). While headline net income hit a staggering $2.8 billion nearly all of it stemmed from a one-time $2.9 billion tax accounting benefit rather than ride fares. Beyond the accounting the core engine is humming: gross bookings grew 19% and the company generated over $1.1 billion in real cash for the year. Management is doubling down on this growth by announcing a fresh $1 billion share buyback and labeling [----] the Year of the AV for self-driving car rollouts. The"
X Link 2026-02-10T21:27Z [----] followers, [----] engagements
"$U just dropped 20% after a Q4 double beat due to a bad [----] forecast. Despite beating expectations on both profit and revenue Unitys stock plummeted 20% because Wall Street looks forward not backward. While the new Vector AI is a hit and Unity [--] adoption is record-breaking the companys forecast for early [----] was a cold shower. Management expects revenue to actually shrink in the next quarter compared to this one. Investors are worried that the Grow segment (their advertising business) is hitting a plateau especially as the older ironSource technology continues to lose steam. Essentially $U"
X Link 2026-02-11T12:16Z [----] followers, [----] engagements
"$APP down 9% after a great Q4 double beat. AppLovins latest report confirms its transformation into an AI software powerhouse. Revenue surged 66% year-over-year while profits nearly doubled fueled by the extreme efficiency of its Axon engine. The company is now operating at elite software levels guiding for a massive 84% profit margin next quarter. Despite these blowout results and a multi-billion dollar share buyback program the stock dipped 9% following the news. This likely stems from a priced for perfection valuation after its massive run-up in [----]. Investors are taking profits even as"
X Link 2026-02-11T21:10Z [----] followers, [----] engagements
"1. Introduction: The age of Power The global energy transition has graduated from a speculative movement into a hardened industrial reality defined by capital discipline and an unprecedented demand http://x.com/i/article/2021964056374947840 http://x.com/i/article/2021964056374947840"
X Link 2026-02-12T16:26Z [----] followers, [----] engagements
"@3KComeback that's crazy mainly through replies or own content"
X Link 2026-02-13T16:33Z [----] followers, [--] engagements
"@CaesarCapitalz Congrats Caesar well deserved"
X Link 2026-02-13T17:03Z [----] followers, [--] engagements
"@3KComeback Day [--] of no drinking is the best I can get most of the time. After [--] days the weekend starts 🍻😅"
X Link 2026-02-13T18:54Z [----] followers, [--] engagements
"Were still in the early innings of the AI boom. Dont let the price swings scare you Every drop can be a buy signal. Heres a breakdown of the sectors and stocks that should be on every investors watchlist. Are the companies I own. Cybersecurity $CRWD: AI driven security stopping modern cyber breaches $NET: The connectivity cloud powering the agentic internet* $DDOG: Unified observability securing the complex agentic stack Datacenters $NBIS: Scaling high-performance GPU clouds for AI innovators $IREN: Vertically integrated renewable powered AI clouds* $CIFR: Hyperscale power hosting for elite"
X Link 2026-02-13T19:19Z [----] followers, [----] engagements
"@b_co_co The potential is still underestimated 📈"
X Link 2026-02-13T19:46Z [----] followers, [--] engagements
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