[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @LiebermanAustin Austin Lieberman Austin Lieberman, also known as @AustinLieberman on Twitter, is sharing his investment insights and portfolio updates. He recently invested in AI-related stocks, including IREN and PATH, and expressed his long-term bullish view on companies like Adobe ($ADBE), Brookfield Renewable Partners ($BEP), and Amazon ($AMZN). He also shared his concerns about the valuation of certain stocks, such as Palantir ($PLTR). ### Engagements: XXXXXX [#](/creator/twitter::621384031/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +3.10% - X Months XXXXXXXXX +3,920% - X Year XXXXXXXXX +1,307% ### Mentions: XX [#](/creator/twitter::621384031/posts_active)  - X Week XX -XX% - X Month XXX +11% - X Months XXX +1,064% - X Year XXX +252% ### Followers: XXXXXX [#](/creator/twitter::621384031/followers)  - X Week XXXXXX +0.49% - X Month XXXXXX +4.50% - X Months XXXXXX +15% - X Year XXXXXX +19% ### CreatorRank: XXXXXXX [#](/creator/twitter::621384031/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #2030 [technology brands](/list/technology-brands) XXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [social networks](/list/social-networks) XXXX% [countries](/list/countries) XXXX% **Social topic influence** [$googl](/topic/$googl) #1452, [ai](/topic/ai) 8.96%, [$amzn](/topic/$amzn) #242, [$iren](/topic/$iren) #147, [stocks](/topic/stocks) #4140, [$nbis](/topic/$nbis) #94, [$path](/topic/$path) #23, [$rbrk](/topic/$rbrk) #6, [bitcoin](/topic/bitcoin) 2.99%, [$asst](/topic/$asst) #251 **Top accounts mentioned or mentioned by** [@couchinvestor](/creator/undefined) [@madeinborsacom](/creator/undefined) [@couch_investor](/creator/undefined) [@polymarket](/creator/undefined) [@no1caresellmore](/creator/undefined) [@veksonpu](/creator/undefined) [@invest_alph](/creator/undefined) [@ok_surf](/creator/undefined) [@upstart](/creator/undefined) [@canadakaz](/creator/undefined) [@savvytrader](/creator/undefined) [@bourboncap](/creator/undefined) [@ashton1nvests](/creator/undefined) [@davidjacobslive](/creator/undefined) [@crypgreen123](/creator/undefined) [@d1ggin](/creator/undefined) [@danieldines](/creator/undefined) [@morganlbrennan](/creator/undefined) [@jonfortt](/creator/undefined) [@michaeljburry](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [IREN Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [UiPath, Inc. (PATH)](/topic/$path) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Bitcoin (BTC)](/topic/bitcoin) [Strive, Inc. (ASST)](/topic/$asst) [Perimeter Solutions, SA (PRM)](/topic/$prm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Cryptonex (CNX)](/topic/$cnx) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Hut X Mining Corp. (HUT)](/topic/$hut) [XLink Bridged BTC (ABTC)](/topic/$abtc) [Walmart, Inc. (WMT)](/topic/$wmt) [Microsoft Corp. (MSFT)](/topic/microsoft) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Carvana Co. (CVNA)](/topic/$cvna) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [MercadoLibre Inc (MELI)](/topic/$meli) [Brookfield Corporation (BN)](/topic/$bn) [Palantir (PLTR)](/topic/$pltr) [Okta Inc (OKTA)](/topic/$okta) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [NextEra Energy Inc (NEE)](/topic/$nee) ### Top Social Posts Top posts by engagements in the last XX hours "This guy is not your friend. He pumps stocks when theyre going up creating hype and FOMO Then he criticizes inexperienced people who follow him in. $ASST has 750k in TTM revenue and a $750M market cap. Thats a P/S of around 1000. Even worse they claim to be some Bitcoin ETF company but their revenues come from discord servers and social media subscription services. Ill be surprised if theyre still around in X years" [X Link](https://x.com/LiebermanAustin/status/1989330173502583008) 2025-11-14T13:50Z 66.4K followers, 210.1K engagements "2024 was the year of $NVDA 2025 was the year of $GOOGL 2026 will be there year of $AMZN" [X Link](https://x.com/LiebermanAustin/status/1995899175368524104) 2025-12-02T16:53Z 66.4K followers, 19.6K engagements "🚨 🚨 🚨 🚩 🚩 🚩 When a CEO comes out and talks about the stock price like this its is almost always a MAJOR RED FLAG. $HUT $ABTC" [X Link](https://x.com/LiebermanAustin/status/1995983907930423772) 2025-12-02T22:30Z 66.4K followers, 21.4K engagements "Whats the best stock you own thats underfollowed and no one else is talking about For me its Perimeter Solutions $PRM. Will Thorndike is on their board and theyre very much taking an Outsiders approach. Up XXX% for me" [X Link](https://x.com/LiebermanAustin/status/1996419434299478345) 2025-12-04T03:20Z 66.4K followers, 3955 engagements "See AI isnt taking all the jobs. Its just moving them from earth to outer space thats all" [X Link](https://x.com/LiebermanAustin/status/1998348608823857376) 2025-12-09T11:06Z 66.4K followers, 3603 engagements "THIS IS INSANE: $ADBE IS TRADING AT A P/E OF XX. WHILE $WMT TRADES AT A P/E OF XX. MAKE IT MAKE SENSE" [X Link](https://x.com/LiebermanAustin/status/1998359522386067892) 2025-12-09T11:50Z 66.4K followers, 78.1K engagements "CNX Resources $CNX is executing one of the most aggressive share buyback plans ever and no one is talking about it. Theyve retired XX% of shares in Q3 2020 and they still have X years left of their buyback plan" [X Link](https://x.com/LiebermanAustin/status/1977167174608257271) 2025-10-12T00:19Z 66.4K followers, 6891 engagements "I called it with META then Google now I think Amazon is next. $AMZN is trading at its lowest P/OCF multiple since 2023 when it was trading at $XX. AWS is on fire and Amazon will save billions in OPEX due to AI/Automation. Bookmark this and check back in X years" [X Link](https://x.com/LiebermanAustin/status/1980995334173233455) 2025-10-22T13:51Z 66.4K followers, 528.9K engagements "When and how Ill build a $NBIS position. $XX = X% position $XX = add another X% $XX = add another X% Ill then have X% allocated and I would leave it alone. Or at higher share prices but lower p/s multiples id follow the same framework. Fundamentals matter" [X Link](https://x.com/LiebermanAustin/status/1981021478402310554) 2025-10-22T15:35Z 66.4K followers, 567.5K engagements "$IREN was down XX% today. The market is panicking over dilution. Youre going to see a lot of this if you own any of the Neo Cloud/AI infrastructure companies like $NBIS $CRWV $CIFR and others. If you look at the "Microsoft Math from their massive $MSFT contract this raise was inevitable Here is the breakdown of the $2B raise and why the bill for that $9.7B contract just came due: $IREN announced a $2B convertible note offering + equity raise. The market hates uncertainty and dilution so the stock puked. But you have to view this in the context of the massive $MSFT deal announced last month." [X Link](https://x.com/LiebermanAustin/status/1995972443450601850) 2025-12-02T21:44Z 66.4K followers, 100.6K engagements "Wait is this true" [X Link](https://x.com/LiebermanAustin/status/1997797284202070444) 2025-12-07T22:36Z 66.4K followers, 47.3K engagements "$CVNA is one of the most over priced stocks in the market. $100B market cap. $18B in revenue $555m of free cash flow Trading at a price to free cash flow ratio of. 175X INSANE" [X Link](https://x.com/LiebermanAustin/status/1998252656171843935) 2025-12-09T04:45Z 66.4K followers, 6147 engagements "@Polymarket See to find a job you just have to be willing to travel a little" [X Link](https://x.com/LiebermanAustin/status/1998348843172139447) 2025-12-09T11:07Z 66.4K followers, XXX engagements "BREAKING: ROCKET LAB $RKLB CLEARS SIGNIFICANT MILESTONE ON PATH TO FIRST NEUTRON LAUNCH. Neutron launch vehicles innovative Hungry Hippo captive fairing has successfully completed qualification testing and is enroute to Virginia for Neutrons first launch" [X Link](https://x.com/LiebermanAustin/status/1998378668616192349) 2025-12-09T13:06Z 66.4K followers, 4416 engagements "This has been an incredible week. Will likely be up X% this week alone. Portfolio is at all time highs market is at all time highs $PRM $AMZN $MELI & $GOOGL all reported stellar earnings. $IREN and others reporting soon. But I think its time to get cautious. Full portfolio update at the link in the next tweet" [X Link](https://x.com/LiebermanAustin/status/1984230250092376265) 2025-10-31T12:05Z 66.3K followers, 7904 engagements "$GOOGL can fund this expansion (and much more) with free cash flow vs having to dilute shareholders like $NBIS $IREN $CRWV etc" [X Link](https://x.com/LiebermanAustin/status/1988314178613092451) 2025-11-11T18:33Z 66.4K followers, 12.6K engagements "The #1 Datacenter & AI company no one talks about: Brookfield Corporation $BN Reports earnings today and Ill have a full FREE review out for newsletter subscribers tomorrow. Link in my profile if you want to get it" [X Link](https://x.com/LiebermanAustin/status/1988927168215474303) 2025-11-13T11:09Z 66.4K followers, 6483 engagements "Okay this Google vs Nvidia rivalry has gone too far" [X Link](https://x.com/LiebermanAustin/status/1993688696185369056) 2025-11-26T14:30Z 66.3K followers, 152.1K engagements "Palantir $PLTR really is the biggest bubble stock of the last XX years. They could grow revenue per share by XX% in FY XX then XX% in FY XX AND trade at a historically high P/S ratio of XX the stock will still be down XX% over the next two years" [X Link](https://x.com/LiebermanAustin/status/1994627450618200417) 2025-11-29T04:40Z 66.4K followers, 6199 engagements "@BourbonCap Check out $CNX. Most aggressive buyback plan Ive ever seen" [X Link](https://x.com/LiebermanAustin/status/1994739023823126831) 2025-11-29T12:03Z 66.3K followers, XXX engagements "Something doesnt add up. This guy runs a fund and serves on the board of $IREN but its somehow legal for him to peddle small cap stocks like $ASST and share what is basically insider information Youd think hed be focused on his board position with $IREN down 40%" [X Link](https://x.com/LiebermanAustin/status/1995923022826668344) 2025-12-02T18:28Z 66.4K followers, 58.5K engagements "BREAKING: $OKTA beat on revenue and adjusted EPS. Stock down slightly after hours but the report looks good overall" [X Link](https://x.com/LiebermanAustin/status/1995966110232199401) 2025-12-02T21:19Z 66.4K followers, 6607 engagements "@__d_1ggin Nice. Im long but I just gotta go with $AMZN because it has a little less credit risk" [X Link](https://x.com/LiebermanAustin/status/1996270136689344733) 2025-12-03T17:27Z 66.4K followers, XXX engagements "BREAKING: $PATH up X% after double beat and raising guidance above expectations. Stock was very cheap heading into earnings Adjusted EPS: $XXXX vs $XXXX estimates Revenue: $XXXXXX million bs est $XXXXXX million ARRof $XXXXX billion up XX% YoY and ahead of expectations Net new ARRof $XX million. Dollar based net retention rateof 107%. Guidance:revenue of$462 million to $XXX million vs estimate of$462.91 million" [X Link](https://x.com/LiebermanAustin/status/1996353871266861408) 2025-12-03T23:00Z 66.4K followers, 13.5K engagements "Congrats @bipulsinha and $RBRK shareholders. Very strong quarter and the company is executing well to become a leader in an important emerging industry. Early signs of a @DavidGFool Rule Breaker Stock" [X Link](https://x.com/LiebermanAustin/status/1996941756764483897) 2025-12-05T13:56Z 66.3K followers, 4008 engagements "LLMs could wreck software companies but $ADBE has enough of a user base + unique enough use cases to where the LLMs need them just as much. Also more competing LLMs puts more power into Adobes hands than if it were winner take all. So I think in 2-3 years Adobe comes out much stronger" [X Link](https://x.com/LiebermanAustin/status/1997014297101189383) 2025-12-05T18:44Z 66.4K followers, 6777 engagements "@MadeinBorsacom Always possible but Im a fundamental investor and the stock is very cheap relative to fundamentals" [X Link](https://x.com/LiebermanAustin/status/1998004918645350733) 2025-12-08T12:21Z 66.4K followers, XX engagements "Last week I highlighted two short-term earnings based trades for the trading portion of my portfolio (roughly XX% of my portfolio is allocated towards short-term trades). Idea #1 was adding to our UiPath $PATH position and Idea #2 was opening a position in Rubrik $RBRK The trades worked out very will with both companies up around XX% on the week. More importantly both companies reported great quarterly results and Ill be keeping both in the portfolio. Today Im sharing the full portfolio my transactions from last week and important updates from companies in our portfolio" [X Link](https://x.com/LiebermanAustin/status/1997998217540038816) 2025-12-08T11:54Z 66.4K followers, 4569 engagements "What stock are you most confident that you WILL NOT permanently lose capital buying today For me it has to be $AMZN. Stock is cheap and I literally cant imagine life without Amazon existing" [X Link](https://x.com/LiebermanAustin/status/1996268919837843699) 2025-12-03T17:22Z 66.4K followers, 8188 engagements "$CFLT being acquired at 11x sales is bullish for $PATH & $RBRK. Re-rating is taking hold for $PATH" [X Link](https://x.com/LiebermanAustin/status/1998024832873906317) 2025-12-08T13:40Z 66.4K followers, 31.1K engagements "Who else is ready to re-bundle and just go back to paying for cable TV Life used to be so simple" [X Link](https://x.com/LiebermanAustin/status/1998137738026242195) 2025-12-08T21:08Z 66.4K followers, 4874 engagements "AI INFRASTRUCTURE UPDATE: NEXTERA & GOOGLE PLAN TO ACCELERATE US DATA CENTER BUILD-OUT NextEra and Google currently have XXX gigawatts of electricity generation in operation or contracted $NEE & $GOOGL plan to launch an AI-powered product by mid-2026 that will help manage work in the field predicting energy equipment problems and other functions aimed at increasing the reliability of the grid" [X Link](https://x.com/LiebermanAustin/status/1998424729959510101) 2025-12-09T16:09Z 66.4K followers, 2827 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@LiebermanAustin Austin Lieberman
Austin Lieberman, also known as @AustinLieberman on Twitter, is sharing his investment insights and portfolio updates. He recently invested in AI-related stocks, including IREN and PATH, and expressed his long-term bullish view on companies like Adobe ($ADBE), Brookfield Renewable Partners ($BEP), and Amazon ($AMZN). He also shared his concerns about the valuation of certain stocks, such as Palantir ($PLTR).
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +3.10%
- X Months XXXXXXXXX +3,920%
- X Year XXXXXXXXX +1,307%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +11%
- X Months XXX +1,064%
- X Year XXX +252%
Followers: XXXXXX #
- X Week XXXXXX +0.49%
- X Month XXXXXX +4.50%
- X Months XXXXXX +15%
- X Year XXXXXX +19%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks #2030 technology brands XXXX% finance XXXXX% cryptocurrencies XXXX% social networks XXXX% countries XXXX%
Social topic influence $googl #1452, ai 8.96%, $amzn #242, $iren #147, stocks #4140, $nbis #94, $path #23, $rbrk #6, bitcoin 2.99%, $asst #251
Top accounts mentioned or mentioned by @couchinvestor @madeinborsacom @couch_investor @polymarket @no1caresellmore @veksonpu @invest_alph @ok_surf @upstart @canadakaz @savvytrader @bourboncap @ashton1nvests @davidjacobslive @crypgreen123 @d1ggin @danieldines @morganlbrennan @jonfortt @michaeljburry
Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) IREN Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) UiPath, Inc. (PATH) Rubrik, Inc. (RBRK) Bitcoin (BTC) Strive, Inc. (ASST) Perimeter Solutions, SA (PRM) Adobe, Inc. (ADBE) Cryptonex (CNX) CoreWeave, Inc. (CRWV) NVIDIA Corp. (NVDA) Hut X Mining Corp. (HUT) XLink Bridged BTC (ABTC) Walmart, Inc. (WMT) Microsoft Corp. (MSFT) Cipher Mining Inc. Common Stock (CIFR) Carvana Co. (CVNA) Rocket Lab USA, Inc. Common Stock (RKLB) MercadoLibre Inc (MELI) Brookfield Corporation (BN) Palantir (PLTR) Okta Inc (OKTA) Confluent, Inc. Class A Common Stock (CFLT) NextEra Energy Inc (NEE)
Top Social Posts
Top posts by engagements in the last XX hours
"This guy is not your friend. He pumps stocks when theyre going up creating hype and FOMO Then he criticizes inexperienced people who follow him in. $ASST has 750k in TTM revenue and a $750M market cap. Thats a P/S of around 1000. Even worse they claim to be some Bitcoin ETF company but their revenues come from discord servers and social media subscription services. Ill be surprised if theyre still around in X years"
X Link 2025-11-14T13:50Z 66.4K followers, 210.1K engagements
"2024 was the year of $NVDA 2025 was the year of $GOOGL 2026 will be there year of $AMZN"
X Link 2025-12-02T16:53Z 66.4K followers, 19.6K engagements
"🚨 🚨 🚨 🚩 🚩 🚩 When a CEO comes out and talks about the stock price like this its is almost always a MAJOR RED FLAG. $HUT $ABTC"
X Link 2025-12-02T22:30Z 66.4K followers, 21.4K engagements
"Whats the best stock you own thats underfollowed and no one else is talking about For me its Perimeter Solutions $PRM. Will Thorndike is on their board and theyre very much taking an Outsiders approach. Up XXX% for me"
X Link 2025-12-04T03:20Z 66.4K followers, 3955 engagements
"See AI isnt taking all the jobs. Its just moving them from earth to outer space thats all"
X Link 2025-12-09T11:06Z 66.4K followers, 3603 engagements
"THIS IS INSANE: $ADBE IS TRADING AT A P/E OF XX. WHILE $WMT TRADES AT A P/E OF XX. MAKE IT MAKE SENSE"
X Link 2025-12-09T11:50Z 66.4K followers, 78.1K engagements
"CNX Resources $CNX is executing one of the most aggressive share buyback plans ever and no one is talking about it. Theyve retired XX% of shares in Q3 2020 and they still have X years left of their buyback plan"
X Link 2025-10-12T00:19Z 66.4K followers, 6891 engagements
"I called it with META then Google now I think Amazon is next. $AMZN is trading at its lowest P/OCF multiple since 2023 when it was trading at $XX. AWS is on fire and Amazon will save billions in OPEX due to AI/Automation. Bookmark this and check back in X years"
X Link 2025-10-22T13:51Z 66.4K followers, 528.9K engagements
"When and how Ill build a $NBIS position. $XX = X% position $XX = add another X% $XX = add another X% Ill then have X% allocated and I would leave it alone. Or at higher share prices but lower p/s multiples id follow the same framework. Fundamentals matter"
X Link 2025-10-22T15:35Z 66.4K followers, 567.5K engagements
"$IREN was down XX% today. The market is panicking over dilution. Youre going to see a lot of this if you own any of the Neo Cloud/AI infrastructure companies like $NBIS $CRWV $CIFR and others. If you look at the "Microsoft Math from their massive $MSFT contract this raise was inevitable Here is the breakdown of the $2B raise and why the bill for that $9.7B contract just came due: $IREN announced a $2B convertible note offering + equity raise. The market hates uncertainty and dilution so the stock puked. But you have to view this in the context of the massive $MSFT deal announced last month."
X Link 2025-12-02T21:44Z 66.4K followers, 100.6K engagements
"Wait is this true"
X Link 2025-12-07T22:36Z 66.4K followers, 47.3K engagements
"$CVNA is one of the most over priced stocks in the market. $100B market cap. $18B in revenue $555m of free cash flow Trading at a price to free cash flow ratio of. 175X INSANE"
X Link 2025-12-09T04:45Z 66.4K followers, 6147 engagements
"@Polymarket See to find a job you just have to be willing to travel a little"
X Link 2025-12-09T11:07Z 66.4K followers, XXX engagements
"BREAKING: ROCKET LAB $RKLB CLEARS SIGNIFICANT MILESTONE ON PATH TO FIRST NEUTRON LAUNCH. Neutron launch vehicles innovative Hungry Hippo captive fairing has successfully completed qualification testing and is enroute to Virginia for Neutrons first launch"
X Link 2025-12-09T13:06Z 66.4K followers, 4416 engagements
"This has been an incredible week. Will likely be up X% this week alone. Portfolio is at all time highs market is at all time highs $PRM $AMZN $MELI & $GOOGL all reported stellar earnings. $IREN and others reporting soon. But I think its time to get cautious. Full portfolio update at the link in the next tweet"
X Link 2025-10-31T12:05Z 66.3K followers, 7904 engagements
"$GOOGL can fund this expansion (and much more) with free cash flow vs having to dilute shareholders like $NBIS $IREN $CRWV etc"
X Link 2025-11-11T18:33Z 66.4K followers, 12.6K engagements
"The #1 Datacenter & AI company no one talks about: Brookfield Corporation $BN Reports earnings today and Ill have a full FREE review out for newsletter subscribers tomorrow. Link in my profile if you want to get it"
X Link 2025-11-13T11:09Z 66.4K followers, 6483 engagements
"Okay this Google vs Nvidia rivalry has gone too far"
X Link 2025-11-26T14:30Z 66.3K followers, 152.1K engagements
"Palantir $PLTR really is the biggest bubble stock of the last XX years. They could grow revenue per share by XX% in FY XX then XX% in FY XX AND trade at a historically high P/S ratio of XX the stock will still be down XX% over the next two years"
X Link 2025-11-29T04:40Z 66.4K followers, 6199 engagements
"@BourbonCap Check out $CNX. Most aggressive buyback plan Ive ever seen"
X Link 2025-11-29T12:03Z 66.3K followers, XXX engagements
"Something doesnt add up. This guy runs a fund and serves on the board of $IREN but its somehow legal for him to peddle small cap stocks like $ASST and share what is basically insider information Youd think hed be focused on his board position with $IREN down 40%"
X Link 2025-12-02T18:28Z 66.4K followers, 58.5K engagements
"BREAKING: $OKTA beat on revenue and adjusted EPS. Stock down slightly after hours but the report looks good overall"
X Link 2025-12-02T21:19Z 66.4K followers, 6607 engagements
"@__d_1ggin Nice. Im long but I just gotta go with $AMZN because it has a little less credit risk"
X Link 2025-12-03T17:27Z 66.4K followers, XXX engagements
"BREAKING: $PATH up X% after double beat and raising guidance above expectations. Stock was very cheap heading into earnings Adjusted EPS: $XXXX vs $XXXX estimates Revenue: $XXXXXX million bs est $XXXXXX million ARRof $XXXXX billion up XX% YoY and ahead of expectations Net new ARRof $XX million. Dollar based net retention rateof 107%. Guidance:revenue of$462 million to $XXX million vs estimate of$462.91 million"
X Link 2025-12-03T23:00Z 66.4K followers, 13.5K engagements
"Congrats @bipulsinha and $RBRK shareholders. Very strong quarter and the company is executing well to become a leader in an important emerging industry. Early signs of a @DavidGFool Rule Breaker Stock"
X Link 2025-12-05T13:56Z 66.3K followers, 4008 engagements
"LLMs could wreck software companies but $ADBE has enough of a user base + unique enough use cases to where the LLMs need them just as much. Also more competing LLMs puts more power into Adobes hands than if it were winner take all. So I think in 2-3 years Adobe comes out much stronger"
X Link 2025-12-05T18:44Z 66.4K followers, 6777 engagements
"@MadeinBorsacom Always possible but Im a fundamental investor and the stock is very cheap relative to fundamentals"
X Link 2025-12-08T12:21Z 66.4K followers, XX engagements
"Last week I highlighted two short-term earnings based trades for the trading portion of my portfolio (roughly XX% of my portfolio is allocated towards short-term trades). Idea #1 was adding to our UiPath $PATH position and Idea #2 was opening a position in Rubrik $RBRK The trades worked out very will with both companies up around XX% on the week. More importantly both companies reported great quarterly results and Ill be keeping both in the portfolio. Today Im sharing the full portfolio my transactions from last week and important updates from companies in our portfolio"
X Link 2025-12-08T11:54Z 66.4K followers, 4569 engagements
"What stock are you most confident that you WILL NOT permanently lose capital buying today For me it has to be $AMZN. Stock is cheap and I literally cant imagine life without Amazon existing"
X Link 2025-12-03T17:22Z 66.4K followers, 8188 engagements
"$CFLT being acquired at 11x sales is bullish for $PATH & $RBRK. Re-rating is taking hold for $PATH"
X Link 2025-12-08T13:40Z 66.4K followers, 31.1K engagements
"Who else is ready to re-bundle and just go back to paying for cable TV Life used to be so simple"
X Link 2025-12-08T21:08Z 66.4K followers, 4874 engagements
"AI INFRASTRUCTURE UPDATE: NEXTERA & GOOGLE PLAN TO ACCELERATE US DATA CENTER BUILD-OUT NextEra and Google currently have XXX gigawatts of electricity generation in operation or contracted $NEE & $GOOGL plan to launch an AI-powered product by mid-2026 that will help manage work in the field predicting energy equipment problems and other functions aimed at increasing the reliability of the grid"
X Link 2025-12-09T16:09Z 66.4K followers, 2827 engagements