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

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

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

- [--] Week [-------] -68%
- [--] Month [-------] +75,258%
- [--] Months [-------] +263,575%

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

- [--] Month [---] +696%
- [--] Months [---] +25,800%

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

- [--] Week [---] +204%
- [--] Month [---] +11,075%
- [--] Months [---] +22,250%

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

### Social Influence

**Social category influence**
[stocks](/list/stocks)  49.03% [technology brands](/list/technology-brands)  32.68% [finance](/list/finance)  28.79% [cryptocurrencies](/list/cryptocurrencies)  24.9% [automotive brands](/list/automotive-brands)  2.33% [countries](/list/countries)  2.33% [exchanges](/list/exchanges)  1.56% [social networks](/list/social-networks)  0.78% [gaming](/list/gaming)  0.39% [musicians](/list/musicians)  0.39%

**Social topic influence**
[$amd](/topic/$amd) #130, [$amzn](/topic/$amzn) #298, [meta](/topic/meta) 10.51%, [ai](/topic/ai) 9.73%, [$meta](/topic/$meta) #167, [$zeta](/topic/$zeta) #46, [$elf](/topic/$elf) #5, [$adbe](/topic/$adbe) #79, [$btc](/topic/$btc) #1238, [$goog](/topic/$goog) #58

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@zerohedge](/creator/undefined) [@qualcompounders](/creator/undefined) [@thefinpitch](/creator/undefined) [@trevhesinvests](/creator/undefined) [@stockscout101](/creator/undefined) [@cooltiie](/creator/undefined) [@cariloncapital](/creator/undefined) [@unknownbio](/creator/undefined) [@alextheinvstor](/creator/undefined) [@adammeinhardt](/creator/undefined) [@deitaone](/creator/undefined) [@qualityinvest5](/creator/undefined) [@p450513](/creator/undefined) [@wealthmatica](/creator/undefined) [@dontbeexitliq](/creator/undefined) [@yxinsights](/creator/undefined) [@adam__meinhardt](/creator/undefined) [@peregrino1708](/creator/undefined)

**Top assets mentioned**
[Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [ZetaChain (ZETA)](/topic/$zeta) [aelf (ELF)](/topic/$elf) [Adobe, Inc. (ADBE)](/topic/$adbe) [Bitcoin (BTC)](/topic/$btc) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Iris Energy Limited (IREN)](/topic/$iren) [NVIDIA Corp. (NVDA)](/topic/$nvda) [RAI Finance (SOFI)](/topic/$sofi) [Salesforce Inc (CRM)](/topic/$crm) [fuboTV Inc. (FUBO)](/topic/$fubo) [Microsoft Corp. (MSFT)](/topic/$msft) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Ethereum (ETH)](/topic/$eth) [Now Coin (NOW)](/topic/$now) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [PancakeSwap (CAKE)](/topic/$cake) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Snap, Inc. (SNAP)](/topic/$snap) [Tesla, Inc. (TSLA)](/topic/$tsla) [Shopify Inc (SHOP)](/topic/$shop) [Apple, Inc. (AAPL)](/topic/$aapl) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Solana (SOL)](/topic/$sol) [Constellation Energy Corp (CEG)](/topic/$ceg) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Strategy (MSTR)](/topic/$mstr) [Novo-Nordisk (NVO)](/topic/$nvo) [Bloom Energy Corporation (BE)](/topic/$be) [XRP (XRP)](/topic/xrp) [Oklo Inc. (OKLO)](/topic/$oklo)
### Top Social Posts
Top posts by engagements in the last [--] hours

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


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


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


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


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


"Selling $Ethereum and $ChainLink at these prices is working out so far. I still think a crypto winter is coming. I plan on adding $Ethereum back below $1800 and Link below $8"  
[X Link](https://x.com/LongGameEquity/status/2015508846731465056)  2026-01-25T19:35Z [---] followers, [---] engagements


"Watching $ELF into earnings. Any post-earnings pullback = opportunity. Would love to add below $70. Rhode acquisition strengthens the portfolio. Beauty is largely recession-proof. Any tariff-related margin pressure is one-time short term💄📈"  
[X Link](https://x.com/LongGameEquity/status/2016249973352829419)  2026-01-27T20:40Z [---] followers, [----] engagements


"$DUOL: Down 72% from the peak. Execution is still 10/10 but the "AI disruption" fear is a heavy anchor. ⚓ Will Duolingo dominate the AI-tutor era or will it suffer the same fate as $CHGG With a Rule of [--] score near [--] the fundamentals say buy. The sentiment says run. This is where the real money is made. Thoughts 💬📊 https://twitter.com/i/web/status/2016561909693120756 https://twitter.com/i/web/status/2016561909693120756"  
[X Link](https://x.com/LongGameEquity/status/2016561909693120756)  2026-01-28T17:19Z [---] followers, [----] engagements


"$SOFI Q4 = execution flex 📊 Record quarter: $1.0B adj. net revenue (+37% YoY) $318M adj. EBITDA (+60% YoY) Scale is compounding: +1M members in Q4 13.7M total 20.2M products $10.5B loan originations (+46% YoY) New growth vectors: Crypto trading SoFiUSD stablecoin [----] outlook: $4.65B revenue $1.6B EBITDA $825M net income https://twitter.com/i/web/status/2017208977709293836 https://twitter.com/i/web/status/2017208977709293836"  
[X Link](https://x.com/LongGameEquity/status/2017208977709293836)  2026-01-30T12:11Z [---] followers, [---] engagements


"Potential buys watch list. Do you own any of these $COPX (Global X Copper Miners ETF): Tracks a basket of global companies involved in copper mining. It's often used as a macro play on industrial growth and the "green energy" transition. $XMTR (Xometry Inc): An AI-powered marketplace for on-demand manufacturing. They connect engineers and buyers with a global network of manufacturing facilities. $GLW (Corning Inc): A giant in materials science. They produce specialized glass ceramics and optical fiber for smartphones (Gorilla Glass) displays and telecom infrastructure. $CEG (Constellation"  
[X Link](https://x.com/LongGameEquity/status/2017235922295664869)  2026-01-30T13:58Z [---] followers, [---] engagements


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


"These are my top [--] highest conviction stock picks for [----] 📈 [--]. $META [--]. $AMZN [--]. $SOFI [--]. $AMD"  
[X Link](https://x.com/LongGameEquity/status/2017344010898092476)  2026-01-30T21:07Z [---] followers, [---] engagements


"Stocks Im watching next week. $PYPL $ELF $GOOG $AMZN $SNAP $FUBO $AMD"  
[X Link](https://x.com/LongGameEquity/status/2017400090407621059)  2026-01-31T00:50Z [---] followers, [----] engagements


"@TrendTradar What % of your portfolio is in $SNAP"  
[X Link](https://x.com/LongGameEquity/status/2017636088798482819)  2026-01-31T16:28Z [---] followers, [---] engagements


"I need to do research on $NOW. There are so many SAS names down. Are you bullish on SAS $ADBE $CRM I got mixed feelings on this $NOW call 1) I love how bullish they seem on usage-based monetization of their AI 2) I dont like how loud they are about buying their stock and being invested in their journey blah blah Focus on the business dont advertise your stock IMHO 🤷♂ https://t.co/lYl9HIJ1sd I got mixed feelings on this $NOW call 1) I love how bullish they seem on usage-based monetization of their AI 2) I dont like how loud they are about buying their stock and being invested in their journey"  
[X Link](https://x.com/LongGameEquity/status/2017660915596816489)  2026-01-31T18:07Z [---] followers, [---] engagements


"Will bitcoin follow historical trends If so we have another 50% down for $BTC and much more for Alt coins $ETH. I am personally not buying anything here"  
[X Link](https://x.com/LongGameEquity/status/2017693982839443735)  2026-01-31T20:18Z [---] followers, [---] engagements


"$ELF is the go-to cheap makeup brand with genius marketing and management. Amazing company. I need to start a position at some point. Very recession-proof. Why $ELF is a GREAT opportunity for [----] & beyond 🧵 $ELF is widely misunderstood because Wall Street doesnt spend enough time understanding cosmetics as a business model Thats a mistake (1/10) https://t.co/bCikRDNhTq Why $ELF is a GREAT opportunity for [----] & beyond 🧵 $ELF is widely misunderstood because Wall Street doesnt spend enough time understanding cosmetics as a business model Thats a mistake (1/10) https://t.co/bCikRDNhTq"  
[X Link](https://x.com/LongGameEquity/status/2017771107370008719)  2026-02-01T01:24Z [---] followers, [----] engagements


"@trevhesinvests Never mind i have $CAKE too haha"  
[X Link](https://x.com/LongGameEquity/status/2018003251182944578)  2026-02-01T16:47Z [---] followers, [--] engagements


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


"Which stocks are you the most bullish on this week $SPY $QQQ $PLTR $AMZN $AMD $GOOGL $SMCI $PYPL $IREN $TER $ARM $UBER $QCOM $COP $DIS $CMG $ORLY $RDDT $MSTR $RBLX $PEP $ENPH $LLY $APTV $MRK $NVO $SNAP $PFE $LITE $COHR $AMGN $IDXX $BE $ELF $NXPI $SYM $ETN $BMY $GLXY $BSX $LUMN $MPLX $JCI $DOX $FN $AMCR $TEAM $AFRM https://twitter.com/i/web/status/2018130456265515203 https://twitter.com/i/web/status/2018130456265515203"  
[X Link](https://x.com/LongGameEquity/status/2018130456265515203)  2026-02-02T01:12Z [---] followers, [---] engagements


"@HaterReport @grok @grok remove the person least likely to get her number"  
[X Link](https://x.com/LongGameEquity/status/2018168584346755444)  2026-02-02T03:44Z [---] followers, 50.5K engagements


"@dailyroan @grok rate this outfit out of 10"  
[X Link](https://x.com/LongGameEquity/status/2018170439999140258)  2026-02-02T03:51Z [---] followers, 82K engagements


"Mag7 Performance Ranking 📊 (Risk/Reward Outlook) [--]. $META 30% growth + AI ad scaling. [--]. $AMZN Automation + margin expansion. [--]. $GOOGL Cash cow; near fair value. [--]. $NVDA Elite biz; rising in-house silicon competition. [--]. $MSFT Moat vs. OpenAI dependency. [--]. $AAPL Mature growth; lacks catalyst. [--]. $TSLA Multiple vs. execution risk. Im taking FCF and guidance over "priced for perfection" multiples. $NVDA is elite but the risk/reward favors efficiency plays right now. Agree or are you still a $TSLA bull 👇 https://twitter.com/i/web/status/2018393025529946580"  
[X Link](https://x.com/LongGameEquity/status/2018393025529946580)  2026-02-02T18:36Z [---] followers, [----] engagements


"📊 $FUBO Q4 [----] Earnings Estimates (analyst consensus ahead of release) 🔹 Earnings Per Share (EPS): Analysts project $0.04 EPS for Q4 [----]. 🔹 Revenue: Wall Street expects around $1.45 B in revenue for Q4 [----]. 📅 Earnings Release Date: Scheduled for Feb [--] [----] (before market open). 📈 Analyst Sentiment: Consensus remains Moderate Buy / Buy from several analysts with price targets mostly above current levels. Who is bullish for tomorrows earnings 📈🐂 https://twitter.com/i/web/status/2018427645994881162 https://twitter.com/i/web/status/2018427645994881162"  
[X Link](https://x.com/LongGameEquity/status/2018427645994881162)  2026-02-02T20:53Z [---] followers, [---] engagements


"🚨 Cathie Wood says SELL GOLD and BUY BITCOIN. Reminder: $ARKK is DOWN 46% over the last [--] years. Now she wants you to dump a 5000-year store of value for her latest narrative. Bitcoin might win long term. Gold might hold its place. But blindly following someone with that track record Probably not the move. Think for yourself. 🧠💰 $GLD $BTC https://twitter.com/i/web/status/2018437340080042320 https://twitter.com/i/web/status/2018437340080042320"  
[X Link](https://x.com/LongGameEquity/status/2018437340080042320)  2026-02-02T21:32Z [---] followers, [---] engagements


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


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


"$FUBO Earnings Pros vs Cons The Good: Revenue: $1.55B (+249% YoY) GAAP EPS: - $0.02 (improved 82% YoY) Achieved positive Pro Forma Adjusted EBITDA New strategic reseller + marketing deal with ESPN The Bad: Subscriber declines in North America and ROW Reverse stock split announced Heavy litigation and transaction expenses Profitability still fragile despite growth Big revenue growth and ESPN partnership are encouraging but shrinking subs and financial engineering keep this a high-risk story. Execution in [----] will decide everything. https://twitter.com/i/web/status/2018678129779196406"  
[X Link](https://x.com/LongGameEquity/status/2018678129779196406)  2026-02-03T13:29Z [---] followers, [----] engagements


"Midday software update: 🔴 $WDAY [------] -7.4% 🔴 $NOW [------] -7.0% 🔴 $ADBE [------] -6.4% 🔴 $CRM [------] -6.0% 🔴 $ZETA [-----] -4.8% 🔴 $PATH [-----] -4.3% The market is pricing in a "no moat" scenario for legacy software but the structural shift is often misunderstood. AI without proprietary data is just a tool - these giants own the "system of record." Integrating AI is more likely a growth engine than a funeral. The "per-seat" model is evolving not dying. If you own the data you own the outcome. 🏛🏗 https://twitter.com/i/web/status/2018726498086363622"  
[X Link](https://x.com/LongGameEquity/status/2018726498086363622)  2026-02-03T16:41Z [---] followers, [---] engagements


"$ZETA is crashing with the rest of SAS. From the price action youd think it was an expensive high-flyer. Reality: its trading at just 3.45x Price-to-Sales far cheaper than most SaaS peers"  
[X Link](https://x.com/LongGameEquity/status/2018763784458850595)  2026-02-03T19:09Z [---] followers, [---] engagements


"@HolySmokas Red dead redemption 🩸"  
[X Link](https://x.com/LongGameEquity/status/2018788660167225685)  2026-02-03T20:48Z [---] followers, [----] engagements


"@DeItaone Bearish commodities bullish equities"  
[X Link](https://x.com/LongGameEquity/status/2018790623017660715)  2026-02-03T20:56Z [---] followers, [---] engagements


"$AMD here feels like $NVDA in [----] 👀"  
[X Link](https://x.com/LongGameEquity/status/2018853375228744005)  2026-02-04T01:05Z [---] followers, [---] engagements


"$SOFI Income Strategy 🏛🏦 Current Price: $21.76 Strategy: Sell $18.00 Cash-Secured Put expiring 7/17 🔹 Strike Price $18.00 (Commitment to buy) 🔹 Premium Collected $161.00 per contract 🔹 Trade ROI 8.94% (Return on $1800 collateral) 🔹 Breakeven $16.39 per share Instead of chasing sofi at a higher evaluation we are "selling insurance" to the market. If SOFI stays above $18.00 we pocket the 8.9% yield. If it dips we own a high-growth fintech disruptor at a 25% discount from todays levels. 🛡📈 https://twitter.com/i/web/status/2018872655995089153"  
[X Link](https://x.com/LongGameEquity/status/2018872655995089153)  2026-02-04T02:22Z [---] followers, [---] engagements


"@CarsonTalkMoney Q1 is always seasonally weak this was expected"  
[X Link](https://x.com/LongGameEquity/status/2018874996630921604)  2026-02-04T02:31Z [---] followers, [---] engagements


"@Investments_CEO @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2018891602085752867)  2026-02-04T03:37Z [---] followers, [---] engagements


"@zerohedge @grok what is zorro ranch"  
[X Link](https://x.com/LongGameEquity/status/2018904583075233952)  2026-02-04T04:28Z [---] followers, 39.9K engagements


"@zerohedge Time for the crypto winter"  
[X Link](https://x.com/LongGameEquity/status/2019052721509113912)  2026-02-04T14:17Z [---] followers, [---] engagements


"Why Jim 😭 $AMD $NOW $CRM Software decline seems overdone to me at this time. Software decline seems overdone to me at this time"  
[X Link](https://x.com/LongGameEquity/status/2019078745194103295)  2026-02-04T16:01Z [---] followers, [---] engagements


"If $PLTR cant hold a pump after 70% revenue growth we are doomed. SAS must be getting disrupted by Anthropic 😭"  
[X Link](https://x.com/LongGameEquity/status/2019080726767976700)  2026-02-04T16:08Z [---] followers, [---] engagements


"If $PLTR is down after 70% revenue growth SAS must be getting disrupted.😭 I guess Anthropic is disrupting everything"  
[X Link](https://x.com/LongGameEquity/status/2019081256869237210)  2026-02-04T16:10Z [---] followers, [---] engagements


"@brewmarkets @grok is the 10% drop warranted"  
[X Link](https://x.com/LongGameEquity/status/2019096744219549749)  2026-02-04T17:12Z [---] followers, [----] engagements


"Welcome to the Crypto Winter ❄ new crypto investors. 💰 $BTC $72449 -42.5% from Peak ($126k) 💎 $ETH $2104 -57.8% from Peak ($5k) ⚡ $SOL $90.71 -65.1% from Peak ($260) 💧 $XRP $1.52 -60.4% from Peak ($3.84)"  
[X Link](https://x.com/LongGameEquity/status/2019102363295052260)  2026-02-04T17:34Z [---] followers, [--] engagements


"@zerohedge @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2019103840662876199)  2026-02-04T17:40Z [---] followers, [--] engagements


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


"$AMD: beats earnings raises guidance. Wall Street: Absolutely disgusting"  
[X Link](https://x.com/LongGameEquity/status/2019129543756509314)  2026-02-04T19:22Z [---] followers, [---] engagements


"@TheLongInvest Dont forget about $ELF and $SNAP 👀"  
[X Link](https://x.com/LongGameEquity/status/2019149942795956452)  2026-02-04T20:43Z [---] followers, [---] engagements


"@QualityInvest5 This chart must be inverses bro. Anthropic already took all the revenue"  
[X Link](https://x.com/LongGameEquity/status/2019150277157257586)  2026-02-04T20:45Z [---] followers, [--] engagements


"Is this Deep Seek [---] for SAS or is the selloff justified $ADBE $CRM $ZETA Justified Overreaction Justified Overreaction"  
[X Link](https://x.com/LongGameEquity/status/2019152226649010469)  2026-02-04T20:52Z [---] followers, [---] engagements


"$CAKE and $ADBE are the only green in my portfolio. Do you own any of these"  
[X Link](https://x.com/LongGameEquity/status/2019153778318979238)  2026-02-04T20:59Z [---] followers, [--] engagements


"$GOOG $GOOGL Q4 Earnings Cloud grew 48% Capex is [---] billion Better send this stock down 😂"  
[X Link](https://x.com/LongGameEquity/status/2019155402601164831)  2026-02-04T21:05Z [---] followers, [---] engagements


"WTF HAPPENED TO $ELF 😂. WAS A BLOWOUT QUARTER e.l.f. Beauty $ELF Q4 [----] Earnings Breakdown 🏛💄 ✅ Net Sales $489.5M vs. $455.8M est. (38% YoY Growth) 🚀 ✅ Adj. EPS $3.05 - $3.10 (Full Year Guide) vs. $2.85 previous 🚀 ✅ Gross Margin 71% (Only down [--] bps despite heavy tariff costs) 🛡 ✅ Market Share +130 bps e.l.f. Beauty $ELF Q4 [----] Earnings Breakdown 🏛💄 ✅ Net Sales $489.5M vs. $455.8M est. (38% YoY Growth) 🚀 ✅ Adj. EPS $3.05 - $3.10 (Full Year Guide) vs. $2.85 previous 🚀 ✅ Gross Margin 71% (Only down [--] bps despite heavy tariff costs) 🛡 ✅ Market Share +130 bps"  
[X Link](https://x.com/LongGameEquity/status/2019169833548644736)  2026-02-04T22:02Z [---] followers, [----] engagements


"$GOOG $GOOGL GREW REVENUE 18% THEIR HIGHEST REVENUE GROWTH SINCE Q3 2022"  
[X Link](https://x.com/LongGameEquity/status/2019174299874259351)  2026-02-04T22:20Z [---] followers, [---] engagements


"@zerohedge Utility stock gonna go crazy"  
[X Link](https://x.com/LongGameEquity/status/2019179316727410824)  2026-02-04T22:40Z [---] followers, [----] engagements


"Something tells me the market doesnt like Warsh as the Fed Chair. $SPY $QQQ"  
[X Link](https://x.com/LongGameEquity/status/2019181112178716906)  2026-02-04T22:47Z [---] followers, [--] engagements


"MARGIN ALERT 🚨 If margins keep getting hit and the market drops 10-20% dont be surprised if $BE $OKLO $IREN get crushed 50-80% fast. Margins are at all-time highs. DONT USE MARGIN"  
[X Link](https://x.com/LongGameEquity/status/2019185684225954083)  2026-02-04T23:05Z [---] followers, [---] engagements


"$GOOG and Anthropic are eating all the other LLMs lunches $GOOG CEO: we are getting dramatically more efficient. we were able to lower gemini serving unit costs by 78% over [----] It's happening https://t.co/9kt6XNo62C $GOOG CEO: we are getting dramatically more efficient. we were able to lower gemini serving unit costs by 78% over [----] It's happening https://t.co/9kt6XNo62C"  
[X Link](https://x.com/LongGameEquity/status/2019191760329605231)  2026-02-04T23:30Z [---] followers, [---] engagements


"@QualityInvest5 Was a fire acquisition though"  
[X Link](https://x.com/LongGameEquity/status/2019206196050424207)  2026-02-05T00:27Z [---] followers, [--] engagements


"@Mr_Derivatives Generation buying opportunity for SAS"  
[X Link](https://x.com/LongGameEquity/status/2019224303124799600)  2026-02-05T01:39Z [---] followers, [--] engagements


"@kirawontmiss @grok was the US stolen land"  
[X Link](https://x.com/LongGameEquity/status/2019226387140472956)  2026-02-05T01:47Z [---] followers, 49.2K engagements


"Not my $AMD 😭 I loved the Alphabet call. What a bunch of hitters they are. I thought Banco Santander and Take Two were excellent and totally buyable. AMD will have a fantastic second half. I loved the Alphabet call. What a bunch of hitters they are. I thought Banco Santander and Take Two were excellent and totally buyable. AMD will have a fantastic second half"  
[X Link](https://x.com/LongGameEquity/status/2019248698614857796)  2026-02-05T03:16Z [---] followers, [---] engagements


"@zerohedge Its just the bitcoin cycle it always peaks the fourth year in the cycle and tanks"  
[X Link](https://x.com/LongGameEquity/status/2019265541324873857)  2026-02-05T04:23Z [---] followers, [----] engagements


"@Crypto0637 @grok is cramer usually right"  
[X Link](https://x.com/LongGameEquity/status/2019266388343304641)  2026-02-05T04:26Z [---] followers, [----] engagements


"@zerohedge Buying energy stocks to hedge fml"  
[X Link](https://x.com/LongGameEquity/status/2019270117276696641)  2026-02-05T04:41Z [---] followers, [---] engagements


"@TheLongInvest @grok is this bullish equities"  
[X Link](https://x.com/LongGameEquity/status/2019419275937902768)  2026-02-05T14:34Z [---] followers, [--] engagements


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


"$AMZN Q4 [----] Earnings Preview ✅ ✅ Revenue (est): $206 $213 B 📈 ✅ EPS (est): $1.97 $1.98 💰 ✅ AWS Revenue (est): $35 B ☁ ✅ Ecommerce sales: $82.3 B 🛒 ✅ Ad revenue: $21.2 B 📊 This earnings will have to blow the market away for $AMZN to not drop"  
[X Link](https://x.com/LongGameEquity/status/2019427967055827283)  2026-02-05T15:08Z [---] followers, [---] engagements


"I guess its time to do a small buy $ETH $BTC. First target aquired $BTC 77k $ETH [----] Max fear. Max leverage flushed. One last dump before the pump. 📈 First buys for me will be 70k $BTC [----] $ETH https://t.co/ZDt8DbVCGO $BTC 77k $ETH [----] Max fear. Max leverage flushed. One last dump before the pump. 📈 First buys for me will be 70k $BTC [----] $ETH https://t.co/ZDt8DbVCGO"  
[X Link](https://x.com/LongGameEquity/status/2019432253970084353)  2026-02-05T15:25Z [---] followers, [--] engagements


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


"$ELF at this price is a blessing hope this keeps dropping. $200 stock in the making 📈🚀"  
[X Link](https://x.com/LongGameEquity/status/2019436446189592722)  2026-02-05T15:42Z [---] followers, [---] engagements


"@p450513 In a sea of red $FUBO green 💪"  
[X Link](https://x.com/LongGameEquity/status/2019451305794609639)  2026-02-05T16:41Z [---] followers, [---] engagements


"In a few years LLMs will be commoditized $GOOG $META $AMZN $MSFT Agree Disagree Agree Disagree"  
[X Link](https://x.com/LongGameEquity/status/2019452440014155918)  2026-02-05T16:45Z [---] followers, [---] engagements


"@himshouse @grok is the new glp1 pill bullish for hims"  
[X Link](https://x.com/LongGameEquity/status/2019470525882355774)  2026-02-05T17:57Z [---] followers, [----] engagements


"@DeFiTracer @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2019478221184508155)  2026-02-05T18:28Z [---] followers, 14.9K engagements


"@EndicottInvests @Davidrejll You shouldnt buy growth drops if you cant handle 70% downward moves lol"  
[X Link](https://x.com/LongGameEquity/status/2019495018176594336)  2026-02-05T19:35Z [---] followers, [--] engagements


"📊 Q4 [----] Expected Results $AMZN ✅ Revenue: Street consensus expects $211B roughly 1013% YoY growth ✅ EPS: Estimates of $1.96$1.98 modest growth vs last year ✅ AWS Revenue: Forecast around $35B implying 2122% YoY growth ✅ Key Focus #1: Investors need to see cloud momentum similar to peers effectively Azure-level growth of 25%+ to justify the multiple ✅ Key Focus #2: Capex discipline is critical spending must stay reasonable and show ROI https://twitter.com/i/web/status/2019508530294743236 https://twitter.com/i/web/status/2019508530294743236"  
[X Link](https://x.com/LongGameEquity/status/2019508530294743236)  2026-02-05T20:28Z [---] followers, [---] engagements


"USING MARGIN TO BUY CRYPTO IS JUST PAYING INTEREST TO EXPERIENCE PAIN FASTER 💀📉 $BTC $ETH $SOL $XRP $LINK"  
[X Link](https://x.com/LongGameEquity/status/2019509600978862288)  2026-02-05T20:33Z [---] followers, [---] engagements


"🚀 $NVDA VS $AMD: WHO HAS THE EDGE IN CHIP MEMORY $NVDA uses ICMs (integrated memory blocks) to keep data close to GPU cores lower latency higher bandwidth ⚡ $AMD uses Infinity Cache & large L3 caches to achieve the same goal ✅ Both are memory strategies giving massive performance per watt advantages but $NVDAs ICMs are optimized for AI workloads giving them a leg up in cutting-edge compute 💻💥 Smart memory design = better speed efficiency and real-world performance. https://twitter.com/i/web/status/2019526229783728292 https://twitter.com/i/web/status/2019526229783728292"  
[X Link](https://x.com/LongGameEquity/status/2019526229783728292)  2026-02-05T21:39Z [---] followers, [---] engagements


"@zerohedge @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2019530188426719553)  2026-02-05T21:54Z [---] followers, [--] engagements


"@zerohedge @grok this is false right"  
[X Link](https://x.com/LongGameEquity/status/2019532367002759344)  2026-02-05T22:03Z [---] followers, [----] engagements


"WE ARE APPROACHING A GENERATIONAL BUYING OPPORTUNITY $SPY $QQQ $BTC"  
[X Link](https://x.com/LongGameEquity/status/2019533445010178086)  2026-02-05T22:07Z [---] followers, [---] engagements


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


"2026 AI CapEx Outlook: ✅ $AMZN: $200B ✅ $GOOGL: $175B - $185B ✅ $MSFT: $150B+ ✅ $META: $115B - $135B BETTER TANK $AMD and $NVDA 😂"  
[X Link](https://x.com/LongGameEquity/status/2019543488803774781)  2026-02-05T22:47Z [---] followers, [---] engagements


"Best companies in the world are on sale dont like this opportunity pass you up $AMZN $META $MSFT $NVDA $AMD"  
[X Link](https://x.com/LongGameEquity/status/2019549352482730184)  2026-02-05T23:11Z [---] followers, [---] engagements


"$NBIS IS DOWN 15% $IREN IS DOWN 30% Are you buying either of these names"  
[X Link](https://x.com/LongGameEquity/status/2019550603777802589)  2026-02-05T23:16Z [---] followers, [---] engagements


"How is everyone holding up after today $IREN $NBIS $AMD $AMZN $HIMS"  
[X Link](https://x.com/LongGameEquity/status/2019590317113241789)  2026-02-06T01:53Z [---] followers, [---] engagements


"@Nasser_kari People borrowed money to buy stocks and they are getting margin called. AKA being forced to sell"  
[X Link](https://x.com/LongGameEquity/status/2019593971496804562)  2026-02-06T02:08Z [---] followers, [--] engagements


"@Nasser_kari Do you use margin"  
[X Link](https://x.com/LongGameEquity/status/2019594726199152909)  2026-02-06T02:11Z [---] followers, [--] engagements


"@NetWorthNotes Zeta [--] ps crazy"  
[X Link](https://x.com/LongGameEquity/status/2019597068868993182)  2026-02-06T02:20Z [---] followers, [--] engagements


"Could be a speedy recovery 🤷♂ $IREN $SPY $QQQ $ZETA $ONDS $NBIS Wait let me summarize: Did Mag [--] had bad earnings: NO Did Mag [--] reduced Ai spending: NO Did $ETH stop working: NO Did $MSTR got liquidated: NO Is $BMNR bankrupt: NO New FED chair increase rates: NO Did the economy collapsed: NO So why we are down again I am Buying. Wait let me summarize: Did Mag [--] had bad earnings: NO Did Mag [--] reduced Ai spending: NO Did $ETH stop working: NO Did $MSTR got liquidated: NO Is $BMNR bankrupt: NO New FED chair increase rates: NO Did the economy collapsed: NO So why we are down again I am Buying"  
[X Link](https://x.com/LongGameEquity/status/2019597505445654768)  2026-02-06T02:22Z [---] followers, [---] engagements


"$AMD is executing 💪 * Reuters: Intel told customers in China that lead times for its server CPUs could be as long as six months. * Reuters: Intel raised prices for server CPUs sold to China by 10%. * Reuters: AMD said lead times for some of its products have extended to [---] weeks. $AMD $INTC https://t.co/T0i9NrwXNH * Reuters: Intel told customers in China that lead times for its server CPUs could be as long as six months. * Reuters: Intel raised prices for server CPUs sold to China by 10%. * Reuters: AMD said lead times for some of its products have extended to [---] weeks. $AMD $INTC"  
[X Link](https://x.com/LongGameEquity/status/2019771586404892910)  2026-02-06T13:54Z [---] followers, [---] engagements


"@WarMonitors @grok is this real"  
[X Link](https://x.com/LongGameEquity/status/2019773343897989236)  2026-02-06T14:01Z [---] followers, 50.1K engagements


"Beautiful uptick in revenue and free cashflow for $ELF. This is my favorite Mid Cap stock for 2026"  
[X Link](https://x.com/LongGameEquity/status/2019773694101299610)  2026-02-06T14:02Z [---] followers, [---] engagements


"@zerohedge @grok who will impose it"  
[X Link](https://x.com/LongGameEquity/status/2019776513235689581)  2026-02-06T14:13Z [---] followers, [---] engagements


"@AFpost @grok is this real"  
[X Link](https://x.com/LongGameEquity/status/2019778269067821465)  2026-02-06T14:20Z [---] followers, 20.4K engagements


"@zerohedge @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2019794409764614375)  2026-02-06T15:24Z [---] followers, [----] engagements


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


"Super bullish $ZETA Are you seeing what I'm seeing - $RDDT Ad revenues 75% YoY (BEAT) - $AMZN Ad revenues 23% YoY (BEAT) - $META Ad revenues 24% YoY (BEAT) Sub theme developing. Ad/MarTech take notice $ZETA Are you seeing what I'm seeing - $RDDT Ad revenues 75% YoY (BEAT) - $AMZN Ad revenues 23% YoY (BEAT) - $META Ad revenues 24% YoY (BEAT) Sub theme developing. Ad/MarTech take notice $ZETA"  
[X Link](https://x.com/LongGameEquity/status/2019803167232328145)  2026-02-06T15:59Z [---] followers, [---] engagements


"@zerohedge @grok whats the benghazi attack"  
[X Link](https://x.com/LongGameEquity/status/2019813704322478418)  2026-02-06T16:41Z [---] followers, [--] engagements


"DID EVERYONE SURVIVE $NBIS $IREN $HIMS $AMD $PYPL $HOOD $SOFI 🚀"  
[X Link](https://x.com/LongGameEquity/status/2019820055509475719)  2026-02-06T17:06Z [---] followers, [---] engagements


"@WHPostNews @grok is this a recent trump post"  
[X Link](https://x.com/LongGameEquity/status/2019820204667310192)  2026-02-06T17:07Z [---] followers, 57.5K engagements


"@zerohedge Naw they just gonna go all in on AMDs MI450"  
[X Link](https://x.com/LongGameEquity/status/2019835347698634842)  2026-02-06T18:07Z [---] followers, [---] engagements


"@1000xStocks @grok is AWS the best cloud provider"  
[X Link](https://x.com/LongGameEquity/status/2019839370417598608)  2026-02-06T18:23Z [---] followers, [---] engagements


"@vladtenev VLAD is hooking us up. Best brokerage out there 😎"  
[X Link](https://x.com/LongGameEquity/status/2019850132322414884)  2026-02-06T19:06Z [---] followers, [--] engagements


"@zerohedge @grok whats likely to happen"  
[X Link](https://x.com/LongGameEquity/status/2019852028726636553)  2026-02-06T19:13Z [---] followers, [--] engagements


"AS IF CONSUMER DEBT WASNT HIGH ENOUGH 😂😂 $SOFI $OKLO $IREN Americans may soon be able to use Klarnas buy now pay later option to pay rent. https://t.co/nqnCP7I6z6 Americans may soon be able to use Klarnas buy now pay later option to pay rent. https://t.co/nqnCP7I6z6"  
[X Link](https://x.com/LongGameEquity/status/2019871550871334953)  2026-02-06T20:31Z [---] followers, [---] engagements


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


"IMPORTANT 🚨: JENSEN HUANG SAID $META IS THE COMPANY BENEFITING THE MOST FROM AI. Not $GOOGL. Not $MSFT. Not even $NVDA itself. When the CEO of NVIDIA tells you whos winning the AI race you listen"  
[X Link](https://x.com/LongGameEquity/status/2019877374100214011)  2026-02-06T20:54Z [---] followers, [---] engagements


"France lowkey gonna win the race $NVDA $AMD $IREN $NBIS 😂😂 French President Emmanuel Macron just announced that France is investing $30 million in artificial intelligence as part of his plan to put France & Europe ahead of the United States in the AI race. Part of the money will also go to climate change initiatives. LOL. https://t.co/iXr9OExUEF French President Emmanuel Macron just announced that France is investing $30 million in artificial intelligence as part of his plan to put France & Europe ahead of the United States in the AI race. Part of the money will also go to climate change"  
[X Link](https://x.com/LongGameEquity/status/2019880856131948554)  2026-02-06T21:08Z [---] followers, [---] engagements


"@QualCompounders Klarna everything at this point"  
[X Link](https://x.com/LongGameEquity/status/2019882260724601082)  2026-02-06T21:13Z [---] followers, [--] engagements


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


"@zerohedge @grok is msft a generational buying opportunity"  
[X Link](https://x.com/LongGameEquity/status/2019889620759245274)  2026-02-06T21:43Z [---] followers, [----] engagements


"$ELF x $DUOL: The "Unhinged" Synergy Masterclass 💄🦉 With the [----] Big Game [--] hours away e.l.f. Beauty is owning the narrative. This partnership proves why $ELF is crushing legacy giants. Why this is a top-tier move: 🔹 The Bad Bunny Effect With halftime rumors swirling $ELFs "Melisa" telenovela ad (feat. Melissa McCarthy) taps the "learn Spanish" memetimed perfectly with Duolingo. ⚡ 🔹 Loyalty Ecosystem The catch To get a free Super Duolingo month you must join the e.l.f. "Beauty Squad." A massive play for first-party data and [----] retention targets. 📊🏛 🔹 Earnings Momentum Fresh off a"  
[X Link](https://x.com/LongGameEquity/status/2019892808039948521)  2026-02-06T21:55Z [---] followers, [---] engagements


"@wealthmatica Would be a genius move by them"  
[X Link](https://x.com/LongGameEquity/status/2019892942480007251)  2026-02-06T21:56Z [---] followers, [---] engagements


"@Giannis_An34 @Kalshi @grok is kalshi a good investment"  
[X Link](https://x.com/LongGameEquity/status/2019894758420664565)  2026-02-06T22:03Z [---] followers, [---] engagements


"@TheFinPitch It has [---] million cash and the market cap is [---] lol"  
[X Link](https://x.com/LongGameEquity/status/2019897716135063998)  2026-02-06T22:15Z [---] followers, [--] engagements


"The cheaper the market gets the more concentrated my portfolio becomes 💎. Best opportunities get increasingly obvious 👀. $AMZN $META $ZETA $SOFI $ELF $AMD $ADBE $CEG Do you prefer diversification 🔀 or concentration 🎯"  
[X Link](https://x.com/LongGameEquity/status/2019908492190978346)  2026-02-06T22:58Z [---] followers, [---] engagements


"I cant wait until $FUBO does a reverse split and my shares going from being worth $1.60 to $16 💪"  
[X Link](https://x.com/LongGameEquity/status/2019918696777498934)  2026-02-06T23:38Z [---] followers, [---] engagements


"@QualCompounders I said amd big dog"  
[X Link](https://x.com/LongGameEquity/status/2019974520459673686)  2026-02-07T03:20Z [---] followers, [--] engagements


"DOW Double up $DOW $SPY $QQQ $BTC $IREN $ZETA $ELF $ETH ARE YOU BUYING"  
[X Link](https://x.com/LongGameEquity/status/2019978927197077529)  2026-02-07T03:38Z [---] followers, [---] engagements


"Undervalued underfollowed overdelivering $ZETA $ZETA has built a proprietary data cloud of [---] million US identities (more than 90% of the adult US population). Every data point is tied to a real person via a verified email or physical address not temporary cookies. Thats the data $ZETA uses to train its AI to predict https://t.co/O6seT7FCPe $ZETA has built a proprietary data cloud of [---] million US identities (more than 90% of the adult US population). Every data point is tied to a real person via a verified email or physical address not temporary cookies. Thats the data $ZETA uses to train"  
[X Link](https://x.com/LongGameEquity/status/2020148864162914812)  2026-02-07T14:53Z [---] followers, [---] engagements


"@CarsonTalkMoney Why"  
[X Link](https://x.com/LongGameEquity/status/2020157473479422102)  2026-02-07T15:27Z [---] followers, [--] engagements


"🚨 Great companies dont always make great returns 🚨 Look at the last [--] years: $CRM down 15% 😬 $ADBE down 40% ⚡ $AMZN +30% but muted vs expectations 🚀 These are leaders in tech and cloud yet valuation compression killed returns. Growth alone isnt enough multiples matter. The good news Many of these names are now trading attractive valuations. Are you buying any of these 👀 #Stocks #Investing #Tech #Valuation https://twitter.com/i/web/status/2020176105240404366 https://twitter.com/i/web/status/2020176105240404366"  
[X Link](https://x.com/LongGameEquity/status/2020176105240404366)  2026-02-07T16:41Z [---] followers, [---] engagements


"@Danny_Crypton Its just DHS stop spreading fud lmao"  
[X Link](https://x.com/LongGameEquity/status/2020182031477735775)  2026-02-07T17:05Z [---] followers, [---] engagements


"@Steph_iscrypto @grok is this true and would everyone get them"  
[X Link](https://x.com/LongGameEquity/status/2020197658699452471)  2026-02-07T18:07Z [---] followers, [---] engagements


"@zerohedge @grok is this bullish or bearish hims lol"  
[X Link](https://x.com/LongGameEquity/status/2020219212124365205)  2026-02-07T19:32Z [---] followers, [----] engagements


"I wouldnt touch $BABA her personally but the rest look good My top [--] highest-conviction picks for [----] 📈 [--] $META [--] $TSM [--] $AMZN [--] $AMD [--] $BABA See the thread below.🧵👇 My top [--] highest-conviction picks for [----] 📈 [--] $META [--] $TSM [--] $AMZN [--] $AMD [--] $BABA See the thread below.🧵👇"  
[X Link](https://x.com/LongGameEquity/status/2020262451065798771)  2026-02-07T22:24Z [---] followers, [---] engagements


"@trevhesinvests The more they make the more zeta would make no"  
[X Link](https://x.com/LongGameEquity/status/2020271758528393497)  2026-02-07T23:01Z [---] followers, [--] engagements


"@zerohedge @grok what is WaPo"  
[X Link](https://x.com/LongGameEquity/status/2020279373950320799)  2026-02-07T23:31Z [---] followers, [----] engagements


"Id say this too if i was Anthropic CEO 😂 $AMZN $MSFT $META $TESLA $AMD Hey what do you think will happen to the housing market when tens of millions of upper middle class white collar workers lose their high paying jobs and can no longer afford to pay their mortgages anymore https://t.co/OSU7WLzmOI Hey what do you think will happen to the housing market when tens of millions of upper middle class white collar workers lose their high paying jobs and can no longer afford to pay their mortgages anymore https://t.co/OSU7WLzmOI"  
[X Link](https://x.com/LongGameEquity/status/2020280274836472286)  2026-02-07T23:35Z [---] followers, [---] engagements


"$GOOG $GOOGL came through Did you buy the SEARCH IS DEAD narrative Sundar for the win. 🙌 https://t.co/HjMWa9CFSg Sundar for the win. 🙌 https://t.co/HjMWa9CFSg"  
[X Link](https://x.com/LongGameEquity/status/2020301582924149199)  2026-02-08T01:00Z [---] followers, [---] engagements


"@zerohedge @grok why are we really threatening iraq"  
[X Link](https://x.com/LongGameEquity/status/2020336999681651140)  2026-02-08T03:20Z [---] followers, [--] engagements


"@zerohedge @grok What are the main countries that trade with iran"  
[X Link](https://x.com/LongGameEquity/status/2020346513264951674)  2026-02-08T03:58Z [---] followers, [---] engagements


"@CarsonTalkMoney The eps seems wonkey so I did by free cashflow. Im not buying here but certainly looks cheap by this metric"  
[X Link](https://x.com/LongGameEquity/status/2020349740467273739)  2026-02-08T04:11Z [---] followers, [---] engagements


"@DeFiTracer @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2020349854032281939)  2026-02-08T04:11Z [---] followers, [----] engagements


"@MidlClassMoney @Dboybruh Credit card interest keeps spiking"  
[X Link](https://x.com/LongGameEquity/status/2020511184126923239)  2026-02-08T14:53Z [---] followers, [--] engagements


"@trevhesinvests @grok why is it so cheap"  
[X Link](https://x.com/LongGameEquity/status/2020514104184627310)  2026-02-08T15:04Z [---] followers, [---] engagements


"@Cooltiie As a graphic designer do you use adobe"  
[X Link](https://x.com/LongGameEquity/status/2020515965616771578)  2026-02-08T15:12Z [---] followers, [--] engagements


"@CarsonTalkMoney Agree i just feel like a drug addict eveytime meta drops below [---] and amd drops below [---] 😂"  
[X Link](https://x.com/LongGameEquity/status/2020518117990920593)  2026-02-08T15:20Z [---] followers, [--] engagements


"@Ron_Trades Appreciate it how would you improve it"  
[X Link](https://x.com/LongGameEquity/status/2020518258445582636)  2026-02-08T15:21Z [---] followers, [--] engagements


"@Cooltiie I am an investor and adobe is one of my most contrarian bets. Its down like 70%"  
[X Link](https://x.com/LongGameEquity/status/2020520005809393858)  2026-02-08T15:28Z [---] followers, [--] engagements


"@DeItaone @grok how does this effect the US"  
[X Link](https://x.com/LongGameEquity/status/2020539344977584515)  2026-02-08T16:44Z [---] followers, [----] engagements


"2026 PRICE TARGETS 🎯 🚀 $META $850 🚀 $AMZN $285 🚀 $ADBE $370 🚀 $AMD $320 🚀 $ZETA $30 🚀 $SOFI $35 🚀 $ELF $120 🚀 $CAKE $80 🚀 $FUBO $3 The strategy is set. Were betting on the Infrastructure Rotation. Which of these hits first Drop your vote below. 👇 #FinTwit #Investing #StockMarket #AI https://twitter.com/i/web/status/2020542928339210552 https://twitter.com/i/web/status/2020542928339210552"  
[X Link](https://x.com/LongGameEquity/status/2020542928339210552)  2026-02-08T16:59Z [---] followers, [---] engagements


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


"@CarsonTalkMoney @CarilonCapital Crazy that these modest numbers get 24% lol"  
[X Link](https://x.com/LongGameEquity/status/2020556404378018246)  2026-02-08T17:52Z [---] followers, [--] engagements


"@MikePLTR 70% revenue growth is insane where is the peak"  
[X Link](https://x.com/LongGameEquity/status/2020573582137479453)  2026-02-08T19:00Z [---] followers, [---] engagements


"@CarsonTalkMoney @DvdndDiplomats I do own them yes i bought after the earnings dip it should have been up 20%. 38% revenue growth. Both revenue and eps huge heat. Price increases offset the tariffs"  
[X Link](https://x.com/LongGameEquity/status/2020609650769498568)  2026-02-08T21:24Z [---] followers, [--] engagements


"Waiting on the $HIMS ad tonight like 👀 Will it be funny Bold Weird All of the above Either way Im watching. #SuperBowlLX Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America: affordable proactive personalized. When we start hard conversations we expect challenges along the way. But we won't ever https://t.co/xQEjeVSweR Tonight when our ad airs during the Big Game we will continue a much-needed conversation around what healthcare should look and feel like in America: affordable proactive"  
[X Link](https://x.com/LongGameEquity/status/2020626163459317871)  2026-02-08T22:29Z [---] followers, [---] engagements


"@TradingW_David Great company"  
[X Link](https://x.com/LongGameEquity/status/2020631351989526981)  2026-02-08T22:50Z [---] followers, [--] engagements


"@FearedBuck @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2020642499283517495)  2026-02-08T23:34Z [---] followers, 47.2K engagements


"Futures are GREEN Will this hold into tomorrow $SPY $QQQ $BTC $ETH"  
[X Link](https://x.com/LongGameEquity/status/2020646787623923785)  2026-02-08T23:51Z [---] followers, [---] engagements


"@cleverhandeln Bull market continues 💪"  
[X Link](https://x.com/LongGameEquity/status/2020658005029847200)  2026-02-09T00:36Z [---] followers, [--] engagements


"@NortheastHQ Coke is so much better"  
[X Link](https://x.com/LongGameEquity/status/2020671838934737146)  2026-02-09T01:31Z [---] followers, [--] engagements


"@jin_jung1988 Where is this ny"  
[X Link](https://x.com/LongGameEquity/status/2020673500378272208)  2026-02-09T01:37Z [---] followers, [--] engagements


"@skittlebittler Agreed bad look for HOOD"  
[X Link](https://x.com/LongGameEquity/status/2020675509953126745)  2026-02-09T01:45Z [---] followers, [--] engagements


"@MALLICK_Stocks Amazon is the king of capex"  
[X Link](https://x.com/LongGameEquity/status/2020678289216463338)  2026-02-09T01:57Z [---] followers, [--] engagements


"2026 ASSET ALLOCATION 🏛 Skin in the game: 📈 STOCKS: 70% 🏠 REAL ESTATE: 20% 💵 CASH: 7% ⚡ CRYPTO: 3% The math is simple. 70% provides the equity risk premium required to outpace inflation while 20% in real estate provides the structural floor. The remainder is for liquidity and asymmetric upside. Execution over everything. Whats your current split 👇 $SPY $QQQ $BTC $SOFI $MSTR #FinTwit #Investing #Wealth #Stocks #RealEstate https://twitter.com/i/web/status/2020679045009265000 https://twitter.com/i/web/status/2020679045009265000"  
[X Link](https://x.com/LongGameEquity/status/2020679045009265000)  2026-02-09T02:00Z [---] followers, [---] engagements


"@MikePLTR Hard to be bearish when every kid is getting 1k to invest 😂"  
[X Link](https://x.com/LongGameEquity/status/2020691876878426300)  2026-02-09T02:51Z [---] followers, [--] engagements


"@SoFi @SoFiStadium Stop [--] Bank in the making"  
[X Link](https://x.com/LongGameEquity/status/2020702845465739479)  2026-02-09T03:34Z [---] followers, [---] engagements


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


"$NVO is SUING $HIMS 🤯 $HIMS is now being sued by $NVO. The copycat pill appears to have been the catalyst. Is this the death of the company Absolutely not. But it calls into question their strategy especially on what went wrong with launching this offering which never made sense. https://t.co/GmtL5mLLJZ $HIMS is now being sued by $NVO. The copycat pill appears to have been the catalyst. Is this the death of the company Absolutely not. But it calls into question their strategy especially on what went wrong with launching this offering which never made sense. https://t.co/GmtL5mLLJZ"  
[X Link](https://x.com/LongGameEquity/status/2020855917948833872)  2026-02-09T13:42Z [---] followers, [---] engagements


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


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


"@altivolans @CarsonTalkMoney 7/10 is fair i dont understand $NOW Business ill have to research. Thanks for the feedback"  
[X Link](https://x.com/LongGameEquity/status/2020913298430996873)  2026-02-09T17:30Z [---] followers, [--] engagements


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


"@Dr_Ridgewell So lame 🥱"  
[X Link](https://x.com/LongGameEquity/status/2020936454449541206)  2026-02-09T19:02Z [---] followers, [--] engagements


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


"@CaridinaCapital @eToro Im an adobe bull too"  
[X Link](https://x.com/LongGameEquity/status/2020947388853313553)  2026-02-09T19:46Z [---] followers, [--] engagements


"@unusual_whales @grok is this true"  
[X Link](https://x.com/LongGameEquity/status/2020953467511050702)  2026-02-09T20:10Z [---] followers, [----] engagements


"@stockscout101 At $120-$140 i would agree thats why i sold it at those prices but at below $80 its a steal in my opinion. I have been accumulating. 38% revenue growth with [--] forward pe seems cheap unless im missing something"  
[X Link](https://x.com/LongGameEquity/status/2020954217377300659)  2026-02-09T20:13Z [---] followers, [--] engagements


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


"$AMD looking like a potential multi-bagger fire 🔥 $AMD stock projections from a 1000xStocks member: 40% revenue growth 50150% net income growth P/E: [----] Price targets: Low: $263 $888 (20262029) High: $329 $1110 (20262029) Are you bullish on AMD long-term https://t.co/VyHc9u9qxy $AMD stock projections from a 1000xStocks member: 40% revenue growth 50150% net income growth P/E: [----] Price targets: Low: $263 $888 (20262029) High: $329 $1110 (20262029) Are you bullish on AMD long-term https://t.co/VyHc9u9qxy"  
[X Link](https://x.com/LongGameEquity/status/2020973747239518525)  2026-02-09T21:31Z [---] followers, [---] engagements


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


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


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


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


"@CarsonTalkMoney Added some elf. Might add some crm tomorrow"  
[X Link](https://x.com/LongGameEquity/status/2021061905310474536)  2026-02-10T03:21Z [---] followers, [--] engagements


"@investor10132 This thing could move fast at [--] price to sales"  
[X Link](https://x.com/LongGameEquity/status/2021219489610609036)  2026-02-10T13:47Z [---] followers, [--] engagements


"@CarsonTalkMoney Dividend etf SCHD"  
[X Link](https://x.com/LongGameEquity/status/2021224908517265779)  2026-02-10T14:09Z [---] followers, [--] engagements


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


"@Micheal_Ilokwu @grok Congratz"  
[X Link](https://x.com/LongGameEquity/status/2021249027023466651)  2026-02-10T15:44Z [---] followers, [--] engagements


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


"@Miko_Invest I sold all my alt coins and im waiting for q4 to buy back 💪"  
[X Link](https://x.com/LongGameEquity/status/2021293732251709735)  2026-02-10T18:42Z [---] followers, [--] engagements


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


"@CarsonTalkMoney I agree with Adobe but Zeta could surprise 👀"  
[X Link](https://x.com/LongGameEquity/status/2021311100663292374)  2026-02-10T19:51Z [---] followers, [--] engagements


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


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


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


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


"$IREN Q4 [----] Earnings Preview 🚀 ✅ Revenue: $187.3M ✅ Net Income: $177M ✅ EPS: $0.37 ✅ Bitcoin Mining Revenue: $180M ✅ AI Cloud Contribution: $7M"  
[X Link](https://x.com/LongGameEquity/status/2019417012993421804)  2026-02-05T14:25Z [---] followers, [---] engagements


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


"📊 $IREN Q4 [----] Earnings ✅ Revenue: $187.3 M vs. $184 M est. (+229% YoY) 🚀 ✅ Bitcoin Mining Revenue: $180 M 🔥 ✅ AI Cloud Revenue: $7 M ⚡ ✅ Net Income: $177 M 📈 ✅ EPS: $0.21 vs. $0.18 est. ⚖"  
[X Link](https://x.com/LongGameEquity/status/2019520090610208955)  2026-02-05T21:14Z [---] followers, [----] engagements


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


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


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


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


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


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


"Chipotle double beat but missed on same store sales $CMG 📉"  
[X Link](https://x.com/LongGameEquity/status/2018795070867279885)  2026-02-03T21:13Z [---] followers, [---] engagements


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

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