#  @ManuInvests Manu Invests Manu Invests posts on X about $uber, $goog, ai, $meta the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1926315531683938304/interactions)  - [--] Week [-------] +64% - [--] Month [-------] -59% - [--] Months [---------] +10,095% ### Mentions: [--] [#](/creator/twitter::1926315531683938304/posts_active)  - [--] Week [--] -19% - [--] Month [---] -39% - [--] Months [---] +1,554% ### Followers: [-----] [#](/creator/twitter::1926315531683938304/followers)  - [--] Week [-----] +4.50% - [--] Month [-----] +22% - [--] Months [-----] +1,501% ### CreatorRank: [-------] [#](/creator/twitter::1926315531683938304/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #4299 [technology brands](/list/technology-brands) 56.82% [finance](/list/finance) 27.84% [travel destinations](/list/travel-destinations) 1.7% [social networks](/list/social-networks) 1.7% [automotive brands](/list/automotive-brands) 1.7% [cryptocurrencies](/list/cryptocurrencies) 1.14% [countries](/list/countries) 0.57% [celebrities](/list/celebrities) 0.57% [financial services](/list/financial-services) 0.57% **Social topic influence** [$uber](/topic/$uber) #302, [$goog](/topic/$goog) #35, [ai](/topic/ai) 12.5%, [$meta](/topic/$meta) #92, [meta](/topic/meta) #5116, [business](/topic/business) #3111, [in the](/topic/in-the) 7.39%, [$spgi](/topic/$spgi) #5, [$googl](/topic/$googl) #2680, [$amzn](/topic/$amzn) #131 **Top accounts mentioned or mentioned by** [@dissectmarkets](/creator/undefined) [@billackman](/creator/undefined) [@thewiseic](/creator/undefined) [@widemoatczar](/creator/undefined) [@fabj86](/creator/undefined) [@uber](/creator/undefined) [@qualityinvest5](/creator/undefined) [@andrewgordonmac](/creator/undefined) [@balajikm](/creator/undefined) [@fiscalai](/creator/undefined) [@thecompoundnews](/creator/undefined) [@ruchernchong](/creator/undefined) [@airbreather1980](/creator/undefined) [@chitchatstocks](/creator/undefined) [@moontasia18491](/creator/undefined) [@therideshareguy](/creator/undefined) [@dkhos](/creator/undefined) [@akarjeker](/creator/undefined) [@bia42175](/creator/undefined) [@therealbirnbaum](/creator/undefined) **Top assets mentioned** [Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [S&P Global Inc (SPGI)](/topic/$spgi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Crocs, Inc. (CROX)](/topic/$crox) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Intuit Inc. (INTU)](/topic/$intu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Now Coin (NOW)](/topic/$now) [WIX.com Ltd. (WIX)](/topic/$wix) [Moody's Corporation (MCO)](/topic/$mco) [Adobe, Inc. (ADBE)](/topic/$adbe) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Novo-Nordisk (NVO)](/topic/$nvo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Hot Dog (COST)](/topic/$cost) [Salesforce Inc (CRM)](/topic/$crm) ### Top Social Posts Top posts by engagements in the last [--] hours "The charts I use are from @fiscal_ai - the best all-in-one platform for investment research financial data charts and custom KPIs Use my LINK and get 15% off any premium plan - [--] week free trial (no card required). https://fiscal.ai/via=Manu-invests https://fiscal.ai/via=Manu-invests" [X Link](https://x.com/anyuser/status/2020501375218491755) 2026-02-08T14:14Z [----] followers, [---] engagements "$FICO is the most obvious trade of a rate-cut cycle. Lower Rates Refi Boom Massive volume of credit pulls. Monopoly Pricing Power Increased Margins. Its one of the few businesses that will benefit from both volume and price. The ultimate toll booth. Unconcerned about the news today re: Vantage Score. We knew this was coming. $FICO remains the undisputed leader in MBS securitization and will remain the leader in mortgage origination scores. The most is that we have the most predictive score. if youre in the business of measuring risk. you want the most predictive score." [X Link](https://x.com/ManuInvests/status/2007192102807962032) 2026-01-02T20:47Z [----] followers, [----] engagements "@fiscal_ai $RELY keeps popping on the radar 🤔" [X Link](https://x.com/ManuInvests/status/2011528906671865919) 2026-01-14T20:00Z [----] followers, [----] engagements "More thoughts on $INTU On $INTU https://t.co/oDb6h2f1WJ On $INTU https://t.co/oDb6h2f1WJ" [X Link](https://x.com/ManuInvests/status/2016301545147494465) 2026-01-28T00:05Z [----] followers, [----] engagements "@joecarlsonshow Flat for $ASML on earnings day is extremely bullish especially after such a run. I was convinced we were going some gains back due to managements conservative tone on calls" [X Link](https://x.com/ManuInvests/status/2016529476796940372) 2026-01-28T15:11Z [----] followers, [----] engagements "$DECK with a major beat. Up 13% after hours. Thesis from November portfolio review. 👇🏻" [X Link](https://x.com/ManuInvests/status/2016995682423369896) 2026-01-29T22:03Z [----] followers, [---] engagements "I spent some time this weekend digging through $PGY 10-Q. Interesting company potentially trading at a great valuation. If youre interested in how I look at financial statements and my thought process I recommend checking out this Research Journal" [X Link](https://x.com/ManuInvests/status/2018017583019053170) 2026-02-01T17:44Z [----] followers, [----] engagements "If you search my feed I have a few posts in $INTU as an investor/user. I 100% agree $NOW is not actually in jealousy. I dont actually think $INTU as a business is in jeopardy either I think they will continue to do well - BUT I think that the multiple re-rate is reasonable here because of the reasons I mentioned. I dont think its at actual major replacement risk or anything I just think there is now risk that didnt exist before and could result in slower future growth or erosion of pricing power. $INTU still has defensibility though. https://twitter.com/i/web/status/2018057870009409981" [X Link](https://x.com/ManuInvests/status/2018057870009409981) 2026-02-01T20:24Z [----] followers, [---] engagements "$ORCL 👀🤯 More debt + dilution The company plans to raise half of the funds via equity-linked and common equity issuances including mandatory convertible preferred securities and through an at-the-market equity program of up to $20 billion. Oracle also said it plans to raise the rest of its funding target through a single issuance of bonds early in [----]. The company borrowed $18 billion in [----] in what was one of the years largest corporate bond offerings. A key part of Oracles cloud investment is its contract with OpenAI which has committed to spending about $300 billion to rent servers" [X Link](https://x.com/ManuInvests/status/2018118127863631904) 2026-02-02T00:23Z [----] followers, [----] engagements "$ORCL #OpenAI The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments" [X Link](https://x.com/ManuInvests/status/2018407818756313111) 2026-02-02T19:34Z [----] followers, [----] engagements "OAIs journey from darling partner to a liability is akin to the Anakin-Vader arc. $OAI $ORCL $MSFT $NVDA Market keeps punishing things associated with OAI. NOW/SNOW couldnt rally off OAI deal headlines. ORCL/MSFT dead. If the mkt weworks the OAI ipo bc of heavy operating losses everything is going to blow up Market keeps punishing things associated with OAI. NOW/SNOW couldnt rally off OAI deal headlines. ORCL/MSFT dead. If the mkt weworks the OAI ipo bc of heavy operating losses everything is going to blow up" [X Link](https://x.com/ManuInvests/status/2018424779657679199) 2026-02-02T20:42Z [----] followers, [----] engagements "$UBER is global. $UBER is rolling out ride-hailing in China Macau again starting Tuesday and adding a limo option between Macau and Hong Kong with 24-hour advance booking. This is Ubers first entry into a new Asian market in years after exiting China in [----] and Southeast Asia in [----]. https://t.co/ixbXarEvgF $UBER is rolling out ride-hailing in China Macau again starting Tuesday and adding a limo option between Macau and Hong Kong with 24-hour advance booking. This is Ubers first entry into a new Asian market in years after exiting China in [----] and Southeast Asia in 2018." [X Link](https://x.com/ManuInvests/status/2018512632509345956) 2026-02-03T02:31Z [----] followers, [----] engagements "If youre here from @TheCompoundNews podcast welcome Check out my full $UBER write-up. Much more On $UBER posts at the link in bio. https://t.co/aEbGBfuXtO https://t.co/aEbGBfuXtO" [X Link](https://x.com/ManuInvests/status/2018803206399377866) 2026-02-03T21:46Z [----] followers, 10.8K engagements "$UBER Wild response. Softish Q1 Gross Bookings guidance it seems with FX headwinds. Looking forward to the call. Very happy to see AV KPIs and very happy with growth across all metrics. FCF came in higher than I modeled with SBC and Insurance Provisions flattening. Im happy. https://twitter.com/i/web/status/2019028799359156695 https://twitter.com/i/web/status/2019028799359156695" [X Link](https://x.com/ManuInvests/status/2019028799359156695) 2026-02-04T12:42Z [----] followers, [----] engagements "Yeah I hear that. Im a happy Google shareholder as well. Waymo is on Uber exclusively in two major cities and uber is rolling out high end AVs comparable to the Waymo experience with Nuro/Lucid. I think your experience is valid but I dont think it will be confined to Waymo alone. I think it will be a similar experience on Uber listed AVs - ideally which will also include Waymo. Im very eager to try Waymo myself. I dont have it nearby currently" [X Link](https://x.com/ManuInvests/status/2019038187562168522) 2026-02-04T13:19Z [----] followers, [---] engagements "@treiner5 Love to see the new data points" [X Link](https://x.com/ManuInvests/status/2019059798239592920) 2026-02-04T14:45Z [----] followers, [---] engagements "@OscarCashflow @chitchatstocks Let me know your thoughts" [X Link](https://x.com/ManuInvests/status/2019089525344002177) 2026-02-04T16:43Z [----] followers, [--] engagements "$UBER: TTM Adj FCF. Then vs Now FCF growing SBC & AIR flattening/declining 🔥 @AnalizandoaWS Yes. Especially beautiful when you see that SBC and insurance reserves are flattening while FCF continues to climb. Love to see it. https://t.co/nnbS33Kw9K @AnalizandoaWS Yes. Especially beautiful when you see that SBC and insurance reserves are flattening while FCF continues to climb. Love to see it. https://t.co/nnbS33Kw9K" [X Link](https://x.com/ManuInvests/status/2019103445173817630) 2026-02-04T17:39Z [----] followers, [----] engagements "$GOOG spending $91b on Capex TTM and casually delivering $73b in FCF Cash printer in the basement. Masterclass" [X Link](https://x.com/ManuInvests/status/2019161507024564533) 2026-02-04T21:29Z [----] followers, [----] engagements "$GOOG GCP accelerating up 48% YoY. 30.1% Operating Margins up from 17.5%. Unbelievable. Never doubt $GOOG $GOOG spending $91b on Capex TTM and casually delivering $73b in FCF Cash printer in the basement. Masterclass. https://t.co/4z7jUutAln $GOOG spending $91b on Capex TTM and casually delivering $73b in FCF Cash printer in the basement. Masterclass. https://t.co/4z7jUutAln" [X Link](https://x.com/ManuInvests/status/2019162078259397020) 2026-02-04T21:32Z [----] followers, [----] engagements "@TheWiseIC I think the overall market pulled down. I imagine if it was a green day the response would have been very different" [X Link](https://x.com/ManuInvests/status/2019245023221674211) 2026-02-05T03:01Z [----] followers, [--] engagements "@Shehaaz I mean. its a pretty good deal if you use Uber Eats. like at all. $9.99/month and $0 delivery fee You basically get your money worth if you get [--] delivery a month. Add in all the rest and its pretty compelling" [X Link](https://x.com/ManuInvests/status/2019291652310135028) 2026-02-05T06:07Z [----] followers, [---] engagements "Love to see it. $UBER" [X Link](https://x.com/ManuInvests/status/2019417658937208876) 2026-02-05T14:27Z [----] followers, [----] engagements "Waymo Boston lets gooo $GOOG New cities new horizons. 📍 Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger. Learn more: https://t.co/FpAUnlDkCm https://t.co/szzdLg1OGs New cities new horizons. 📍 Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger. Learn more: https://t.co/FpAUnlDkCm https://t.co/szzdLg1OGs" [X Link](https://x.com/ManuInvests/status/2019421821423219013) 2026-02-05T14:44Z [----] followers, [----] engagements "@mvcinvesting I agree with your take. I had a negative reaction to seeing this news as a HIMS investor" [X Link](https://x.com/ManuInvests/status/2019510282670993553) 2026-02-05T20:35Z [----] followers, [---] engagements "@RebeccaTinucci @Uber @UberFreight Was very excited to see this segment break even. Great job. Looking forward to continued execution" [X Link](https://x.com/ManuInvests/status/2019567026105381201) 2026-02-06T00:21Z [----] followers, [--] engagements "HOKA growth re-accelerating up 18.5% YoY. For more on $DECK see linked thread below. 👇 1/ $DECK is dislocated. I talk a lot about price vs. value. $DECK is a great example. Since the start of the year the stock price has decoupled from the fundamental reality of the business. Price is noise execution matters. And right now $DECK looks attractive. 🧵👇 https://t.co/3Kq4c25cV3 1/ $DECK is dislocated. I talk a lot about price vs. value. $DECK is a great example. Since the start of the year the stock price has decoupled from the fundamental reality of the business. Price is noise execution" [X Link](https://x.com/ManuInvests/status/2019867328687833330) 2026-02-06T20:14Z [----] followers, [----] engagements "@moontasia18491 $NVO needs a lot more than $HIMS catching regulatory flak at this point though" [X Link](https://x.com/ManuInvests/status/2019933654726627761) 2026-02-07T00:38Z [----] followers, [---] engagements "I was in $HIMS before GLP not because of GLP. I always viewed the shortage as a temporary boom for customer acquisition and a temporary cash cow. When the shortage ended and they continued personalized dosages cool - plenty of ground to at least stand on regarding dosages and side effects and what I was most excited about recently was the diversification into new verticals and intentions growth. This attempt was a major misstep and management focusing on the wrong direction imo. Also an extremely aggressive timeline to ship - brand damaging. They have already caught flak regarding compounding" [X Link](https://x.com/ManuInvests/status/2019951546247651708) 2026-02-07T01:49Z [----] followers, [----] engagements "FWIW - Im a $HIMS shareholder. I support their ultimate mission and philosophy. But whether within legal limits or not the optics of the release are bad. I also dont think HIMS is going to zero. But the other side of this is that for pharmaceutical advancements to happen patent protection is required. They incentivize research and development. Whether HIMS directly used the patent tech or not (they didnt) is almost a moot point as they essentially released an oral pill weeks after the patented version came out and undercut the price. That directly jeopardizes the power of patents. If hims had" [X Link](https://x.com/ManuInvests/status/2019963932115399016) 2026-02-07T02:38Z [----] followers, [---] engagements "Nobody used AI better the $META. $NVDA CEO: Nobody uses AI better than $META https://t.co/0auvuJ1BLu $NVDA CEO: Nobody uses AI better than $META https://t.co/0auvuJ1BLu" [X Link](https://x.com/ManuInvests/status/2019984106948555211) 2026-02-07T03:58Z [----] followers, [----] engagements "Is this reflection on $META from Q4 [----] or May [----] Hard to tell because the thesis remains identical. Consistent conviction" [X Link](https://x.com/ManuInvests/status/2020134000392593660) 2026-02-07T13:54Z [----] followers, [---] engagements "$HIMS making the right decision here. Still need clarity from management. Look forward to more communication and the earnings call. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access" [X Link](https://x.com/ManuInvests/status/2020216465488503076) 2026-02-07T19:21Z [----] followers, [----] engagements "@TheLAPurchaser Im aware of the numbers. And Im aware of the panalties. My point remains. In [----] GLP1 was 225m in revenue that was 15% revenue including [--] quarter of peak commercial GLP1. Q1 [----] was true peak. But point remains it is not the majority of HIMS revenue" [X Link](https://x.com/ManuInvests/status/2020219749934780483) 2026-02-07T19:34Z [----] followers, [---] engagements "@QualityInvest5 I top ticked my trim at $64 and its been a drawdown ever since. I do still hold shares but plenty of profit made of HIMS trims and option premiums. Well see what happens from here. Lost a lot of confidence in the management of the company this week" [X Link](https://x.com/ManuInvests/status/2020232299531628741) 2026-02-07T20:24Z [----] followers, [----] engagements "@HalamadridtalkX Haha wild week. May there be some sort of future bounce back to ease your bags. 🙏🏻" [X Link](https://x.com/ManuInvests/status/2020235974115283287) 2026-02-07T20:39Z [----] followers, [--] engagements "$AMZN attempting to meet the moment. With such strong demand for our existing offerings and seminal opportunities like AI chips robotics & low earth orbit satellites we expect to invest about $200B in CapEx across Amazon in [----] and anticipate strong long-term return on invested capital. H/t @fiscal_ai Jeff Bezos is a visionary. He transformed a small online bookstore into one of the worlds most powerful companies. $AMZN Cloud was for all practical purposes almost invented by him. Today the segment runs at an annualized revenue of $142bn. A $200bn CAPEX plan may look https://t.co/axdG9jYfLu" [X Link](https://x.com/ManuInvests/status/2020283841869406604) 2026-02-07T23:49Z [----] followers, [----] engagements ""If you were sitting at the poker table and looking at the hands and saying do they have the same pocket aces in the age of GPT that they had in search. I think it's almost impossible for you to say that's the case" Google's actual cards: "If you were sitting at the poker table and looking at the hands and saying do they have the same pocket aces in the age of GPT that they had in search. I think it's almost impossible for you to say that's the case" Fast forward turns out distribution is the moat. Always. https://t.co/6UNigjBJ5Q "If you were sitting at the poker table and looking at the" [X Link](https://x.com/ManuInvests/status/2020306397569904703) 2026-02-08T01:19Z [----] followers, [----] engagements "if they are conservative for the most part they end up paid out in insurance claims. Uber most likely runs a near zero margin insurance coverage operation. I talk about it a little in this post but once 10K comes out i can try and pull the lines to show you if interrested: https://manuinvests.substack.com/p/on-uber-addressing-insurance-reserves https://manuinvests.substack.com/p/on-uber-addressing-insurance-reserves" [X Link](https://x.com/ManuInvests/status/2020313219894567169) 2026-02-08T01:46Z [----] followers, [--] engagements "@RKLBMan Yeah 100% haha - I honestly dont know what time make of the video experience at all. It was more a shocked/confused/cool I guess set of eyes" [X Link](https://x.com/ManuInvests/status/2020331704364462500) 2026-02-08T02:59Z [----] followers, [--] engagements "$GOOG distribution in high-gear. +672.26% YoY growth 🔥 Hi Potential Disruption. Welcome Let me introduce you to my good friend Mass Distribution. Gemini in January 2026: Surpassed the [--] billion visit benchmark for the first time. 19.21% month-over-month growth +672.26% year-over-year growth. https://t.co/VvkcMcu7WA Gemini in January 2026: Surpassed the [--] billion visit benchmark for the first time. 19.21% month-over-month growth +672.26% year-over-year growth. https://t.co/VvkcMcu7WA" [X Link](https://x.com/ManuInvests/status/2020491013286990334) 2026-02-08T13:32Z [----] followers, [----] engagements "$GOOG is best positioned to benefit from and win a capital intensive race. Fortress balance sheet. Cash printing machine. Unmatched distribution surface. Ecosystem primed for AI integration. Capex spend is becoming a moat. FACT: Alphabet $GOOGL is the best cash-flow operating engine in the world. NO COMPANY ON THE PLANET GENERATES MORE OPERATING CASH FLOW. In [----] it generated $165B enough to fund: -$91.5B in CapEx -$45.7B in buybacks -$10.0B in dividends https://t.co/buvza6erZ6 FACT: Alphabet $GOOGL is the best cash-flow operating engine in the world. NO COMPANY ON THE PLANET GENERATES MORE" [X Link](https://x.com/ManuInvests/status/2020512829002957235) 2026-02-08T14:59Z [----] followers, [----] engagements "Happy to have $META and $GOOG as my top two positions. Google. ✅ YouTube. ✅ Facebook. ✅ Instagram. ✅ + WhatsApp making the top [--] ✅ Top [--] websites by total visits in January [----] according to SimilarWeb. https://t.co/uk3AYBpN1O Top [--] websites by total visits in January [----] according to SimilarWeb. https://t.co/uk3AYBpN1O" [X Link](https://x.com/ManuInvests/status/2020517535049818373) 2026-02-08T15:18Z [----] followers, [----] engagements "AV market is expanding the TAM. Even if Uber aggregates non-Waymo and Tesla I believe the company will do just great I imagine waymo and Tesla will take majority of AV market share. But uber is a global business and human ride share isnt going anywhere. AVs will be a tailwind to uber with reduced costs + tam expansion + margin expansion https://twitter.com/i/web/status/2020558960781316574 https://twitter.com/i/web/status/2020558960781316574" [X Link](https://x.com/ManuInvests/status/2020558960781316574) 2026-02-08T18:02Z [----] followers, [--] engagements "Officially broke anonymity to talk $Uber on The Compound. Check it out. 👇🏻 https://youtu.be/Baq0DE2heD0si=oHoTgoBGUYt0DVTX https://youtu.be/Baq0DE2heD0si=oHoTgoBGUYt0DVTX" [X Link](https://x.com/ManuInvests/status/2020585737851380219) 2026-02-08T19:49Z [----] followers, [----] engagements "The $GOOG ecosystem and bundling of subscription services has been a huge value add to the customer the company and its investors. I am a happy customer and shareholder. "We have over [---] million paid subscriptions across consumer services with strong adoption for Google One and YouTube Premium. In addition we have sold more than [--] million paid seats of Gemini Enterprise which we launched just four months ago." $GOOG $GOOGL https://t.co/zEUrb0kmYD "We have over [---] million paid subscriptions across consumer services with strong adoption for Google One and YouTube Premium. In addition we have" [X Link](https://x.com/ManuInvests/status/2020597472159265254) 2026-02-08T20:35Z [----] followers, [----] engagements "$GOOG acceleration is very impressive here. And UBS just projected that $AMZN AWS might hit 38% growth in [----] 🤯 Wild that these companies are reporting that their cloud business growth remains constrained by supply. What would it look like fully unleased h/t @HedgeyeComm $GOOGL $MSFT cloud revenue growth. one of these does not look like the other https://t.co/ILaUBtP6Fl $GOOGL $MSFT cloud revenue growth. one of these does not look like the other https://t.co/ILaUBtP6Fl" [X Link](https://x.com/ManuInvests/status/2020638700447670390) 2026-02-08T23:19Z [----] followers, [----] engagements "They say "a picture's worth a thousand words." In this case. it's worth $400 billion in revenue. $GOOG I'm framing this earnings slide from $GOOG and putting it up on my wall. No explanation needed. https://t.co/G6wJTE5p7B I'm framing this earnings slide from $GOOG and putting it up on my wall. No explanation needed. https://t.co/G6wJTE5p7B" [X Link](https://x.com/ManuInvests/status/2020639938312831298) 2026-02-08T23:24Z [----] followers, [----] engagements "My @Patriots are losing so heres a graph of @Google winning. Happy to have been buying shares at $143.36 on 4/7/25 almost perfectly timing the bottom. $GOOG" [X Link](https://x.com/ManuInvests/status/2020678986058125480) 2026-02-09T01:59Z [----] followers, [----] engagements "@samjurrens What you want is access to the largest pool of riders drivers and robotaxis. $TSLA will do great I am sure. As will $GOOG Waymo. And $UBER" [X Link](https://x.com/ManuInvests/status/2020679520450425139) 2026-02-09T02:01Z [----] followers, [---] engagements "@ruchernchong @HedgeyeComm 100%. The law of large numbers makes this a wild projection. If it gets anywhere close the will be quite the accomplishment" [X Link](https://x.com/ManuInvests/status/2020679745935978843) 2026-02-09T02:02Z [----] followers, [--] engagements "@awealthofcs Thats like saying $GOOG was one of the word stocks ever earlier last year. Even the greats go through periods of weakness" [X Link](https://x.com/ManuInvests/status/2020680207301320818) 2026-02-09T02:04Z [----] followers, [----] engagements "@awealthofcs Worst stocks*" [X Link](https://x.com/ManuInvests/status/2020680311575552241) 2026-02-09T02:05Z [----] followers, [---] engagements "I trust Uber management. @TheRideshareGuy would like to see the data behind the statistics and thats a valid ask - there are many SEC filed statistic points by many companies I would like to see the data behind but they also reserve the right to keep their info close to the chest - but I still think the point remains. To his point - there is ambiguity about definitions about what counts as major market business and what doesnt what the boundaries of the cities are etc. Either way it dispels the notion based on old SEC disclosures about concentration risk and I have confidence in data and" [X Link](https://x.com/ManuInvests/status/2020710677459927120) 2026-02-09T04:05Z [----] followers, [--] engagements "@Ravi_711 For AVs" [X Link](https://x.com/ManuInvests/status/2020710920457216074) 2026-02-09T04:06Z [----] followers, [--] engagements "$UBER is global Uber ampliar sus servicios de robotaxi para incluir Hong Kong y Madrid mientras el gigante de los viajes en taxi invierte cientos de millones de dlares en la industria emergente. Descubre ms: https://t.co/P3vjaeYL4i https://t.co/RgQVmNSIYd Uber ampliar sus servicios de robotaxi para incluir Hong Kong y Madrid mientras el gigante de los viajes en taxi invierte cientos de millones de dlares en la industria emergente. Descubre ms: https://t.co/P3vjaeYL4i https://t.co/RgQVmNSIYd" [X Link](https://x.com/ManuInvests/status/2020718903077584953) 2026-02-09T04:38Z [----] followers, [----] engagements "@andrewgordonmac Congratulations. Keep up the great work. Going to be a big year and Im looking forward to it" [X Link](https://x.com/ManuInvests/status/2020831065494212692) 2026-02-09T12:04Z [----] followers, [---] engagements "In the AI race Capex spending capabilities are becoming a moat. More so considering the spends are already showing returns in earnings Running up against these companies is like running into a brick wall. $GOOG $META $AMZN $MSFT $META $AMZN $GOOGL $NVDA The story is CapEx. That's it. That's all that matters. Now that big tech earnings are done it's quite obvious that the AI buildout will continue throughout [----]. Around $650B will be spent from Microsoft Meta Amazon and Google this year. https://t.co/SsnXsaa7pW $MSFT $META $AMZN $GOOGL $NVDA The story is CapEx. That's it. That's all that" [X Link](https://x.com/ManuInvests/status/2020941168171942088) 2026-02-09T19:21Z [----] followers, [----] engagements "@gr0wingm0ney @Adyen Where did anyone say anything about crazy innovation New avenue for customer access to individuals traveling internationally without an uber app installed" [X Link](https://x.com/ManuInvests/status/2020981494576292059) 2026-02-09T22:01Z [----] followers, [--] engagements "More $UBER from @TheCompoundNews and @andrewgordonmac. Listening immediately. 🔥 Autonomous Driving Is a Trillion Dollar Opportunity🎙 @Downtown is joined by @andrewgordonmac President and Chief Operating Officer at @Uber to break down Ubers standout earnings rapid user and trip growth and what the numbers say about the business today before diving into https://t.co/JlBYYMyIJE Autonomous Driving Is a Trillion Dollar Opportunity🎙 @Downtown is joined by @andrewgordonmac President and Chief Operating Officer at @Uber to break down Ubers standout earnings rapid user and trip growth and what the" [X Link](https://x.com/ManuInvests/status/2020994578426519665) 2026-02-09T22:53Z [----] followers, [----] engagements "$AMAT adding confirmation to the AI infra buildout runway. This isnt slowing down anytime soon Applied Materials CEO: "Our strong performance and outlook for [----] and beyond are fueled by the acceleration of investments in AI computing." $AMAT: +14% AH https://t.co/nxZ6xCPQid Applied Materials CEO: "Our strong performance and outlook for [----] and beyond are fueled by the acceleration of investments in AI computing." $AMAT: +14% AH https://t.co/nxZ6xCPQid" [X Link](https://x.com/ManuInvests/status/2022086452210020503) 2026-02-12T23:12Z [----] followers, [----] engagements "@mvcinvesting $wix is definitely an interesting setup here. Plan to give it a deeper look" [X Link](https://x.com/ManuInvests/status/2018085381636243774) 2026-02-01T22:13Z [----] followers, [---] engagements "$NOVO 👀 Good news re the pill followed by bad news Its been quite the fall from grace. $NVO holders - genuine question is this the bottom Or is it still yet to fall out New CEO hasnt had the time to fully implement plans - is this the past catching up or just a complete collision of internal and external problems happening all at once Novo Nordisk $NVO just cut its [----] outlook. After delivering 10% sales growth in [----] (constant FX) the company now guides [----] adjusted sales growth of -5% to -13% versus Street expectations of -1.6%. Management said the outlook assumes continued" [X Link](https://x.com/ManuInvests/status/2018855211557646687) 2026-02-04T01:12Z [----] followers, [----] engagements "$GOOG P.S. incase you missed it. GCP backlog grew 55% QoQ and sits at $240B. Yes I said QoQ" [X Link](https://x.com/ManuInvests/status/2019199693801013482) 2026-02-05T00:01Z [----] followers, [----] engagements "$UBER Fragmentation & Aggregation the scaling starts Big year ahead for $UBER Very excited about our partnership w/@WeRide_ai - the scaling starts Very excited about our partnership w/@WeRide_ai - the scaling starts" [X Link](https://x.com/ManuInvests/status/2019780917523296421) 2026-02-06T14:31Z [----] followers, [----] engagements "$GOOG putting on a masterclass in economies of scale. GCP spent years eating massive fixed costs to buildout the infra Now they get to see the rewards of operating leverage. -46% to +30% margins in [--] years is crazy. And growth is accelerating. If youre concerned about the AI capex spend look at this chart this playbook isnt new to $GOOG. Google Cloud Operating Margins: 2019: (46%) 2020: (32%) 2021: (16%) 2022: (3%) 2023: 9% 2024: 18% 2025: 30% $GOOGL https://t.co/DOToaASQmW Google Cloud Operating Margins: 2019: (46%) 2020: (32%) 2021: (16%) 2022: (3%) 2023: 9% 2024: 18% 2025: 30% $GOOGL" [X Link](https://x.com/ManuInvests/status/2020182951493816792) 2026-02-07T17:08Z [----] followers, [----] engagements "Quite the highlight reel running on the $UBER Investor Relations page" [X Link](https://x.com/ManuInvests/status/2020990183513247873) 2026-02-09T22:36Z [----] followers, [----] engagements "$GOOG: Among a spectacular earnings report YouTube Ads technically missed estimates w $11.38B vs $11.78B expected. YouTube ads increased 9% YoY to $11.4B. (Tough YoY comp) .but Google Subscriptions increased 17% YoY to $13.6B. Important insight from the call" [X Link](https://x.com/ManuInvests/status/2021226657277706472) 2026-02-10T14:16Z [----] followers, [---] engagements "$GOOG ALPHABET'S GOOGLE SECURES UNCONDITIONAL EU ANTITRUST APPROVAL FOR $32 BILLION ACQUISITION OF WIZ ALPHABET'S GOOGLE SECURES UNCONDITIONAL EU ANTITRUST APPROVAL FOR $32 BILLION ACQUISITION OF WIZ" [X Link](https://x.com/ManuInvests/status/2021282070417268838) 2026-02-10T17:56Z [----] followers, [----] engagements "$META showing the power of AI on its ad business. In [----] the market tightened price per ad (orange) collapsed. But ad pricing re-accelerates '23/'24 as AI-driven recommendations improved targeting and relevance. $META has a two levers to pull the ability to increase exposure (blue line) when the market is tight and prices are low. .but more importantly to fine-tune impressions for relevance balancing Pricing and Impressions for premium ad performance. https://twitter.com/i/web/status/2021290688911114670 https://twitter.com/i/web/status/2021290688911114670" [X Link](https://x.com/ManuInvests/status/2021290688911114670) 2026-02-10T18:30Z [----] followers, [----] engagements "Meanwhile. $META Ad Revenue continues to grow at +22%. $META showing the power of AI on its ad business. In [----] the market tightened price per ad (orange) collapsed. But ad pricing re-accelerates '23/'24 as AI-driven recommendations improved targeting and relevance. $META has a two levers to pull the ability to increase https://t.co/OF0ks9hshN $META showing the power of AI on its ad business. In [----] the market tightened price per ad (orange) collapsed. But ad pricing re-accelerates '23/'24 as AI-driven recommendations improved targeting and relevance. $META has a two levers to pull the" [X Link](https://x.com/ManuInvests/status/2021291340126900235) 2026-02-10T18:33Z [----] followers, [----] engagements "@ajustman_ I appreciate you sharing this genuinely. It's very important insight. I feel the same way about $INTU haha" [X Link](https://x.com/ManuInvests/status/2021340407762985413) 2026-02-10T21:48Z [----] followers, [---] engagements "FWIW - thinking out loud does not count for much. really nothing at all in investing. Just got a kick out of it. considering the -24% drawdown literally started the next day. I marked the top. Also - $SPGI will be fine imo. and is attractively priced here. My thought process wasn't around the quality of the company but rather reflecting on presented opportunity costs and my preference for consolidation. $SPGI getting lumped in with the SaaS sell-off is pretty wild. Revenue increased 9% YoY Adj EPS increased 14% YoY Operating Margin Expansion . but soft forward guidance. $SPGI initial FY'25" [X Link](https://x.com/ManuInvests/status/2021409593209795017) 2026-02-11T02:22Z [----] followers, [----] engagements "$UBER increasing ecosystem stickiness. The app continues to do more and more. Were launching Cart Assistant in the @UberEats app Our new in-app AI grocery assistant builds a basket from real store inventory using text or images even a photo of a handwritten list. Now live at dozens of U.S. grocery stores with more coming soon. 🛒 More here: Were launching Cart Assistant in the @UberEats app Our new in-app AI grocery assistant builds a basket from real store inventory using text or images even a photo of a handwritten list. Now live at dozens of U.S. grocery stores with more coming soon. 🛒" [X Link](https://x.com/ManuInvests/status/2021608476057718847) 2026-02-11T15:33Z [----] followers, [----] engagements "$UBER growing fundamentals despite sentiment. The shift will come. @BillAckman on $UBER: https://t.co/vqdCSsDZzo @BillAckman on $UBER: https://t.co/vqdCSsDZzo" [X Link](https://x.com/ManuInvests/status/2021622834150474141) 2026-02-11T16:30Z [----] followers, [----] engagements "@WideMoatCzar @BillAckman 🔥" [X Link](https://x.com/ManuInvests/status/2021623428370035063) 2026-02-11T16:32Z [----] followers, [--] engagements "@vicious__1 @BillAckman This is the year that AV rubber hits the road for Uber. more cars on the platform will transition the narrative" [X Link](https://x.com/ManuInvests/status/2021623660793246105) 2026-02-11T16:33Z [----] followers, [---] engagements "From my post yesterday: "But this is why I dont typically do that. I am not the biggest fan of "quality compounder" premium multiple valuations. I find there is much better valuation in companies like $META and $GOOG most of the time and they are far more innovative." "We believe the megacaps that we own are trading at compelling valuations relative to the overall market in light of their superior business quality and growth profiles." Spot on. Top [--] is looking very familiar. https://t.co/lv7nBz6shc "We believe the megacaps that we own are trading at compelling valuations relative to the" [X Link](https://x.com/ManuInvests/status/2021624355676119221) 2026-02-11T16:36Z [----] followers, [----] engagements "Capex spend is ramping up if you are interested in understanding the tax and accounting nuances behind it check out my latest post $GOOG $META $AMZN $MSFT $ORCL" [X Link](https://x.com/ManuInvests/status/2021635515850932428) 2026-02-11T17:20Z [----] followers, [----] engagements "@dissectmarkets 100%. So much surface left" [X Link](https://x.com/ManuInvests/status/2021640214800748899) 2026-02-11T17:39Z [----] followers, [--] engagements "$META: Dear Algo Always making moves. Pretty cool way to give Threads users input into algorithms and create more high intent targeting and engagement. https://about.fb.com/news/2026/02/threads-dear-algo/ https://about.fb.com/news/2026/02/threads-dear-algo/" [X Link](https://x.com/ManuInvests/status/2021663357666001322) 2026-02-11T19:11Z [----] followers, [---] engagements "The speed of advancements has greatly exacerbated the fear of the unknown. When tech that was unimaginable a few years ago starts to become real its hard to fathom wha COULD be over the horizon. Lots of uncertainty but lots of opportunities. This is the type of market where individual investment philosophies and perspectives really come into play as an edge - or rigid investment outlooks become punishing. https://twitter.com/i/web/status/2021667641270927858 https://twitter.com/i/web/status/2021667641270927858" [X Link](https://x.com/ManuInvests/status/2021667641270927858) 2026-02-11T19:28Z [----] followers, [---] engagements "@TheWiseIC 100% - we are in a year of execution the more Uber executes on it's planned AV rollout the more the narrative will shift" [X Link](https://x.com/ManuInvests/status/2021680215554974085) 2026-02-11T20:18Z [----] followers, [---] engagements "I dont disagree. I was more just making fun of my reason for opening the position and the impact of narrative plus some softness. But such is the case with many former quality compounders that traded at deserved high multiples. I have a hard time seeing the value over other opportunities when growth is stabilized. https://twitter.com/i/web/status/2021684950823813605 https://twitter.com/i/web/status/2021684950823813605" [X Link](https://x.com/ManuInvests/status/2021684950823813605) 2026-02-11T20:37Z [----] followers, [--] engagements "@jbulltard1 No. if anyone is remotely close its $ORCL. $META could easily shift on balance sheet and still be below 90% of quality companies Debt/Ebitda ratio" [X Link](https://x.com/ManuInvests/status/2021702880361685181) 2026-02-11T21:48Z [----] followers, [----] engagements "$GOOG Gemini 🔥 Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users. $MSFT $AMZN $NVDA $AVGO Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users. $MSFT $AMZN $NVDA $AVGO" [X Link](https://x.com/ManuInvests/status/2021761737783967940) 2026-02-12T01:42Z [----] followers, [----] engagements "@amitisinvesting Valuation matters" [X Link](https://x.com/ManuInvests/status/2022016111332798880) 2026-02-12T18:33Z [----] followers, [---] engagements "@fabj86 Lyft is interesting definitely crossed a fundamental inflection point recently and i like the ceo. Valuation looks quite compelling here. But as a big uber owner not something i'm buying just allocation wise etc" [X Link](https://x.com/ManuInvests/status/2022353032772771888) 2026-02-13T16:51Z [----] followers, [--] engagements "$UBER - Quarterly trips grew 22% year-over-year and Gross Bookings grew 22% year-over-year - Record quarterly GAAP Income from operations of $1.8 billion; Adjusted EBITDA of $2.5 billion up 35% year-over-year -Record quarterly operating cash flow of $2.9 billion and Free cash flow of $2.8 billion https://twitter.com/i/web/status/2019021214702841967 https://twitter.com/i/web/status/2019021214702841967" [X Link](https://x.com/ManuInvests/status/2019021214702841967) 2026-02-04T12:12Z [----] followers, [----] engagements "$UBER dropping AV KPIs 🔥 With large and growing free cash flows over the coming years we will invest with discipline across a multitude of opportunities including positioning Uber to win in an AV future" [X Link](https://x.com/ManuInvests/status/2019021919501082856) 2026-02-04T12:15Z [----] followers, 12.3K engagements "$UBER casually dropping an [--] page prepared remarks essay addressing AV misconceptions. 🤯 AVs will change how trips are supplied but not how demand is aggregated. History suggests that over time as supply fragments and technology commoditizes the platform that can bring the highest utilization to assets and superior reliability to customers will capture a large share of value. That is the role Uber is set up to play. https://twitter.com/i/web/status/2019027502853747103 https://twitter.com/i/web/status/2019027502853747103" [X Link](https://x.com/ManuInvests/status/2019027502853747103) 2026-02-04T12:37Z [----] followers, 15.6K engagements "$UBER ask and you shall receive. AV KPIs Appreciate all the new insights great work. @dkhos @_balaji_km @andrewgordonmac $UBER dropping AV KPIs 🔥 With large and growing free cash flows over the coming years we will invest with discipline across a multitude of opportunities including positioning Uber to win in an AV future. https://t.co/IaJerbL6WC $UBER dropping AV KPIs 🔥 With large and growing free cash flows over the coming years we will invest with discipline across a multitude of opportunities including positioning Uber to win in an AV future. https://t.co/IaJerbL6WC" [X Link](https://x.com/ManuInvests/status/2019056585419395346) 2026-02-04T14:32Z [----] followers, [----] engagements "$UBER JPM talking my language J.P. Morgan Reiterates $UBER at Overweight following earnings; says pullbacks overdone Analyst comments: "Share Price Reaction Overdone. Uber shares traded down 4.5% pre-market (S&P down 0.8%) after posting a strong beat on the topline and in-line EBITDA. We think there could be https://t.co/5V7kPVFiwg J.P. Morgan Reiterates $UBER at Overweight following earnings; says pullbacks overdone Analyst comments: "Share Price Reaction Overdone. Uber shares traded down 4.5% pre-market (S&P down 0.8%) after posting a strong beat on the topline and in-line EBITDA. We think" [X Link](https://x.com/ManuInvests/status/2019091436206178472) 2026-02-04T16:51Z [----] followers, [----] engagements "They have 126b in cash. If they double capex and cash flow grows they will still be fully cash funding the largest technological buildout in their history. Id rather their massive cash pile be put to work Im ok with expansive investments that are showing ROI and GCP growth was once again capacity constrained. But - you dont have to eat it. Thats the beauty of investing no one is forcing you to hold the company. If youre not a fan of the spend Google has had a tremendous run now is as good a time as ever to take profits. https://twitter.com/i/web/status/2019207744792776951" [X Link](https://x.com/ManuInvests/status/2019207744792776951) 2026-02-05T00:33Z [----] followers, [--] engagements "$UBER : this is huge👇🏻 The Uber One growth story is incredible. During last years Investor Day Uber had 19M members. Today there are 46M. Members spend 3.4x more than on-members. Users that engage with both Mobility + Delivery (the core benefits of Uber One) show higher rates of retention. Reduced usage friction with benefits they include: - 6% back on rides - surge price savings - $0 delivery fee - family sharing Increased usage and significantly lower Customer Acquisition Costs lead to significantly higher Lifetime Value per customer. But most importantly Uber One is the primary proactive" [X Link](https://x.com/ManuInvests/status/2019237463227519273) 2026-02-05T02:31Z [----] followers, 10.6K engagements "$UBER. This slide right here is it. [----] will be an inflection point. whether it's a partnership with Waymo or NVIDIA or newest partner Waabi or Avride or Nuro and Lucid which kind of have a production-ready car out there we expect to be in [--] cities by the end of this year and then expanding beyond that as well which should actually increase the wave of the AV business that we're seeing behind us. $UBER https://t.co/PmS0qHyvfD $UBER https://t.co/PmS0qHyvfD" [X Link](https://x.com/ManuInvests/status/2019414501611778521) 2026-02-05T14:15Z [----] followers, [----] engagements "$GOOG ask and you shall receive. Waymos officially coming to Boston. Who in management watched this @TheCompoundNews pod Two requests met in one week. AV KPIs from $UBER and $GOOG Waymos in Boston. 🔥 New cities new horizons. 📍 Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger. Learn more: https://t.co/FpAUnlDkCm https://t.co/szzdLg1OGs New cities new horizons. 📍 Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little" [X Link](https://x.com/ManuInvests/status/2019447548650397883) 2026-02-05T16:26Z [----] followers, [----] engagements "$UBER management and IR acknowledging investor concerns and taking steps to address them in and above and beyond manner was great to see. This was a great read and the new AV KPIs were wonderful. Looking forward to more of them. Plus we got a transition to more transparent and shareholder focused financial reporting. Keep up the great work @dkhos @andrewgordonmac @_balaji_km and the rest of the team at @Uber. As an investor I was truly impressed this quarter with the results and the presentation. Job well done. $UBER CEO @dkhos used the prepared remarks in today's earnings call to handle some" [X Link](https://x.com/ManuInvests/status/2019493944028008851) 2026-02-05T19:30Z [----] followers, [----] engagements "Talking $UBER AV impacts on take rates with @Downtown. Full write up below and much more on the Substack. https://t.co/aEbGBfuXtO https://t.co/aEbGBfuXtO" [X Link](https://x.com/ManuInvests/status/2019949700246335564) 2026-02-07T01:41Z [----] followers, [----] engagements "An $UBER isnt a car. Waymos are Ubers in [--] cities and Uber will be rolling out comparable AVs all throughout the year. This statement should really read I prefer the robotaxi experience over the human driver. And that is a valid position to have. Once more AVs hit the streets this sentiment of AVs being distinct from Ubers will fade away. Looking forward to a strong year of execution by $UBER. Waymo has ruined me. Now every time Im in an Uber and they brake too hard or drive too fast Im like my Waymo would never Waymo has ruined me. Now every time Im in an Uber and they brake too hard or" [X Link](https://x.com/ManuInvests/status/2020231998107996396) 2026-02-07T20:23Z [----] followers, [----] engagements "$UBER is global. Hong Kong - Macau. We launched our first new market in APAC in [--] years last week https://t.co/VLixY3FGXj We launched our first new market in APAC in [--] years last week https://t.co/VLixY3FGXj" [X Link](https://x.com/ManuInvests/status/2020831587865399493) 2026-02-09T12:06Z [----] followers, [----] engagements "So great to see $UBER MAPCs re-accelerate. "We added more customers last quarter than we have at anytime since the pandemic. everyone I know has got $UBER so how much room is there left to run But when you think about the large tech companies in the world they talk about billions of users every month. we're still talking about [---] million users every month. There's a lot of people that are still new to our platform a lot of large markets where $UBER is actually sort of a startup still." - @andrewgordonmac on @TheCompoundNews https://twitter.com/i/web/status/2021349433842016574" [X Link](https://x.com/ManuInvests/status/2021349433842016574) 2026-02-10T22:23Z [----] followers, [----] engagements "This $WBD fight simply won't end. $NFLX $PSKY" [X Link](https://x.com/ManuInvests/status/2021615765737115977) 2026-02-11T16:02Z [----] followers, [----] engagements "@dissectmarkets They were great as well" [X Link](https://x.com/ManuInvests/status/2021640343020839204) 2026-02-11T17:39Z [----] followers, [--] engagements "Comments filled with $META and Enron comparisons Concerned about leverage and off balance sheet debt Give $ORCL a look. In the meantime i guess Ill say it again 👇🏻 EY FLAGS METAS DATA-CENTER ACCOUNTING AS HIGH RISK Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint venture with Blue Owl. While EY approved the treatment it labeled it a critical audit matter EY FLAGS METAS DATA-CENTER ACCOUNTING AS HIGH RISK Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint" [X Link](https://x.com/ManuInvests/status/2021657200733937820) 2026-02-11T18:46Z [----] followers, [----] engagements "On $AMZN: "Amidst broader market volatility in April [----] we were able to opportunistically initiate a position in Amazon at a highly attractive valuation." @BillAckman If you missed the April opportunity we're not far off" [X Link](https://x.com/ManuInvests/status/2021694210924044795) 2026-02-11T21:13Z [----] followers, [----] engagements "@orderer7 @BillAckman 🤣🤣" [X Link](https://x.com/ManuInvests/status/2021926362421035319) 2026-02-12T12:36Z [----] followers, [--] engagements "Hey - sorry for delay. Its actually kind of two separate business models. Affirm and Klarna are merchant focused and are competing to acquire the largest merchants with the largest customer bases and making margin off of that scale and velocity. SEZL is really aimed at becoming a wallet product for consumers and driving for the subscription model. And is aimed at small/medium sized businesses for merchant listing that don't move the needle for Affirm and Klarna. And SEZL is targeting 'riskier' consumers that are sub or near prime. Anyone can do pay-in-4 but its essentially a different" [X Link](https://x.com/ManuInvests/status/2022354237938897085) 2026-02-13T16:56Z [----] followers, [--] engagements "1/ The primary bear case against $UBER is summarized in two words: AV disruption. Investors fear that AVs will crush Uber's 30% take rate destroying profitability. I disagree. In fact I believe an estimated 20% AV take rate is a massive tailwind. Here is the math. 🧵" [X Link](https://x.com/ManuInvests/status/2003545885977006564) 2025-12-23T19:18Z [----] followers, 572.8K engagements "$UBER: "10 years from now every single car a new car sold is going to have full L3 and L4 software attached with it. In that kind of a world we think we will have many many suppliers not just one or two suppliers. We are the winner take most player as it relates to 3P and we think that the 3P kind of marketplace will be very very large and will be very very healthy." @dkhos https://twitter.com/i/web/status/2020874837523124500 https://twitter.com/i/web/status/2020874837523124500" [X Link](https://x.com/ManuInvests/status/2020874837523124500) 2026-02-09T14:58Z [----] followers, [----] engagements "$UBER making rides more accessible for more people. Love to see it. and a fan of @Adyen. @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+ countries 👉 More local payment methods via https://t.co/8oEvBHzo0h @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+" [X Link](https://x.com/ManuInvests/status/2020909020656054355) 2026-02-09T17:13Z [----] followers, [----] engagements "Excited to see @BillAckman become a fellow $META shareholder" [X Link](https://x.com/ManuInvests/status/2021621621925273734) 2026-02-11T16:25Z [----] followers, [----] engagements ""We believe the megacaps that we own are trading at compelling valuations relative to the overall market in light of their superior business quality and growth profiles." Spot on. Top [--] is looking very familiar" [X Link](https://x.com/ManuInvests/status/2021622069776265392) 2026-02-11T16:27Z [----] followers, 10.7K engagements "@QualityInvest5 @akarjeker @sadandlonely_69 @_balaji_km @Jason @BillAckman New definition of the term Long uber" [X Link](https://x.com/ManuInvests/status/2021987582524240259) 2026-02-12T16:39Z [----] followers, [--] engagements "@Mr_Derivatives $CROX" [X Link](https://x.com/ManuInvests/status/2022003556719743088) 2026-02-12T17:43Z [----] followers, [---] engagements "@fabj86 @chitchatstocks Also their profitability is as well. And their underwriting. Its hard to flip profitable in the industry and they have margins to compress out rising competition that may be super focused on their target consumer as well" [X Link](https://x.com/ManuInvests/status/2022444473071133031) 2026-02-13T22:55Z [----] followers, [--] engagements "I mean Seth Klarman is one of the greats. He inherently gets a little nod. I dont like fisv but I respect the OG value investor double down on the crash and hedge funds have different time frames and cash flows and trim to rotate into what they perceive as better return opportunities. The buy by one of the greats stuck out to me thats all" [X Link](https://x.com/ManuInvests/status/2022493358229274817) 2026-02-14T02:09Z [----] followers, [--] engagements "Well thats quite the $PGY selloff What happened here Overreaction or justified Busy morning havent been able to look beyond headline numbers. I spent some time this weekend digging through $PGY 10-Q. Interesting company potentially trading at a great valuation. If youre interested in how I look at financial statements and my thought process I recommend checking out this Research Journal. https://t.co/oo66OpKofX I spent some time this weekend digging through $PGY 10-Q. Interesting company potentially trading at a great valuation. If youre interested in how I look at financial statements and my" [X Link](https://x.com/ManuInvests/status/2020910823007273072) 2026-02-09T17:21Z [----] followers, [----] engagements "In general the biggest risks are those we don't see coming. .and companies with "high quality stable" premium valuations have so much certainty and stability priced into them that they can get quickly re-rated on increased uncertainty. FWIW: This past year I loosened up and became willing to dip my toe for $SPGI $FICO premium quality multiples. Given I did so at low historical valuations and they both only make up a small percentage of my portfolio right now. But this is why I dont typically do that. I am not the biggest fan of "quality compounder" premium multiple valuations. I find there is" [X Link](https://x.com/ManuInvests/status/2021341736040268014) 2026-02-10T21:53Z [----] followers, [----] engagements "$WIX owned Base44 👀 This is insane Base44 has caught Cursor. Cursor in their latest round raised $2.3B and with valuation of $29B. While $WIX who owns base44 is currently trading at a market cap of $4B with $2B of buyback. https://t.co/D49qL8Zs9w This is insane Base44 has caught Cursor. Cursor in their latest round raised $2.3B and with valuation of $29B. While $WIX who owns base44 is currently trading at a market cap of $4B with $2B of buyback. https://t.co/D49qL8Zs9w" [X Link](https://x.com/ManuInvests/status/2021612137647353963) 2026-02-11T15:47Z [----] followers, [----] engagements "Im a happy buyer at these levels. AV Sentiment remains the driving narrative keeping the price in this range - I am very happy to see management acknowledge feedback and pivot communication to highlight Ubers AV plans. [----] will be an important year as AVs from uber partnerships hit the streets. https://twitter.com/i/web/status/2021936237834023396 https://twitter.com/i/web/status/2021936237834023396" [X Link](https://x.com/ManuInvests/status/2021936237834023396) 2026-02-12T13:15Z [----] followers, [---] engagements "$SPGI significant insider buy. $SPGI Director Joly Hubert buys $997459 of shares marking the second insider buy during the past [--] years. SPGI is down by 22% YTD driven by fears of AI disruption and a earnings guidance miss for [----]. https://t.co/Qvi78geupD $SPGI Director Joly Hubert buys $997459 of shares marking the second insider buy during the past [--] years. SPGI is down by 22% YTD driven by fears of AI disruption and a earnings guidance miss for [----]. https://t.co/Qvi78geupD" [X Link](https://x.com/ManuInvests/status/2022077968173203660) 2026-02-12T22:38Z [----] followers, [----] engagements "@KellyCNBC $WMT and $COST are the valuation bubble not the hyper scalers" [X Link](https://x.com/ManuInvests/status/2022459879248806196) 2026-02-13T23:56Z [----] followers, [---] engagements "$HIMS had the opportunity to ride a few big announcements product launches an international growth story and a Super Bowl ad into [----] Instead they made an extremely risky decision and invited intense regulatory scrutiny on themselves. There are smart people at $HIMS I am so curious what the rationale here is It may be an intended to be a calculated bold move in the spirit of their mission Or my first point about starting [----] off strong is incorrect and this may have been a decision driven by changing financials/market share/competition dynamics If nothing else I am looking forward to some" [X Link](https://x.com/ManuInvests/status/2019900301440905570) 2026-02-06T22:25Z [----] followers, 18.5K engagements "$UBER diversified user base gross bookings and profitability. and its only early innings. And $UBER is international They are the ONLY globally scaled player. Plus: Ads Eats Rentals Grocery Subscriptions Experiences Courier Retail Business and more. This was such a great call out by @_balaji_km on the $UBER earnings call. From our perspective not only are we going to be well-positioned in those markets to be the platform of choice for our AV partners but for the remainder of the U.S. it is going to be played by https://t.co/dfjwyTjnsY This was such a great call out by @_balaji_km on the $UBER" [X Link](https://x.com/ManuInvests/status/2020244541820006885) 2026-02-07T21:13Z [----] followers, [----] engagements "$CROX with a double beat. Looking forward to listening to the call. Now we need HeyDude to become less of a drag on performance. $CROX Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $958M (Est. $916.09M) 🟢; -3.2% YoY 🔹 Adj. EPS: $2.29 (Est. $1.91) 🟢; -9.1% YoY 🔹 Crocs Brand Revenue: $768M; +0.8% YoY 🔹 HEYDUDE Revenue: $189M; -16.9% YoY 🔹 DTC Revenue: +4.7% YoY; Wholesale Revenue: -14.5% YoY FY Guide: 🔹 https://t.co/mdpAdeffbD $CROX Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $958M (Est. $916.09M) 🟢; -3.2% YoY 🔹 Adj. EPS: $2.29 (Est. $1.91) 🟢; -9.1% YoY 🔹 Crocs Brand Revenue: $768M; +0.8% YoY 🔹" [X Link](https://x.com/ManuInvests/status/2021946682263609547) 2026-02-12T13:57Z [----] followers, [---] engagements "The rubber is about to his the road $UBER Fleet update Our robotaxi engineering fleet is growing quickly as we expand autonomous testing on public roads in the California Bay Area. Every mile helps validate the safe integration of our self-driving technology with the Lucid Gravity ahead of launch. Driven by @nuro. https://t.co/DXYJqEM17s Fleet update Our robotaxi engineering fleet is growing quickly as we expand autonomous testing on public roads in the California Bay Area. Every mile helps validate the safe integration of our self-driving technology with the Lucid Gravity ahead of launch." [X Link](https://x.com/ManuInvests/status/2022316026415710479) 2026-02-13T14:24Z [----] followers, [----] engagements "Seth Klarman making $AMZN #2 with a significant buy last Q. 👀" [X Link](https://x.com/ManuInvests/status/2022447427664392625) 2026-02-13T23:06Z [----] followers, [----] engagements "https://www.wsj.com/finance/investing/the-big-scary-myth-stalking-the-stock-market-29aedf50st=RqBoB7&reflink=article_copyURL_share https://www.wsj.com/finance/investing/the-big-scary-myth-stalking-the-stock-market-29aedf50st=RqBoB7&reflink=article_copyURL_share" [X Link](https://x.com/ManuInvests/status/2022457799385465127) 2026-02-13T23:48Z [----] followers, [---] engagements "If youre interested in understanding capex depreciation and useful life of assets AND learning about the tax incentives that the new tax laws gave companies to support the buildout check out this post. Heres a small preview: $META $GOOG $MSFT $AMZN $NVDA If you're interested in learning more about the massive Capex cycle depreciation it's impact on earnings and the benefits of the OBBB Tax Changes (100% Depreciation). Check out my latest post 👇 https://t.co/oxe16bJGID If you're interested in learning more about the massive Capex cycle depreciation it's impact on earnings and the benefits of" [X Link](https://x.com/anyuser/status/2022458774318125065) 2026-02-13T23:52Z [----] followers, [----] engagements "Imagine trying to replace the very thing that makes your product possible. LLM AI is augmented intelligence. It is buying raw materials (data) from the mines and miners AI is a processor not a producer. Without accurate proprietary data it doesnt work. $SPGI $MCO $FICO The biggest beneficiaries however would be real miners with real mines. One of the hardest lines in the Akre Shareholder Letter 📝 $NOW $CRM $CSU $ADBE $SNPS $CDNS $ROP $SAP $INTU $ADSK https://t.co/eDWzIgNmSG The biggest beneficiaries however would be real miners with real mines. One of the hardest lines in the Akre" [X Link](https://x.com/anyuser/status/2022688443370025343) 2026-02-14T15:04Z [----] followers, [----] engagements "@QualityInvest5 This is actually wild. Remember it used to be AWS was the free add on" [X Link](https://x.com/ManuInvests/status/2022710948339823064) 2026-02-14T16:34Z [----] followers, [---] engagements "Valid point. I think it still depends on the initial data being available. It must come from somewhere and accessed via a paid for API. When discussing financial data etc at least. Game theory can be played though scenario try and fail over and over. To project revenues etc of a company between earnings calls relies of access to proprietary credit card data etc that the companies package and sell to terminals for use. In theory it could project an endless amount of scenarios but thats just a Monte Carlo simulation at that point which already exists" [X Link](https://x.com/ManuInvests/status/2022717654310486310) 2026-02-14T17:00Z [----] followers, [--] engagements "$MA remains at an attractive level. Seldom seen for one of the best companies in the world. A quality valuation analysis on $MA Current P/E Ratio: 30.5x (Based on $518 price / $17.01 FY25 Adj EPS) 10-Year Mean: 37.5x FCF Yield: 3.4% ($16.4B FCF / $476B Market Cap) 10-Year Mean: 2.8% As you can see $MA is trading below fair value pricing in a recession that https://t.co/J8gq9d6Q4t A quality valuation analysis on $MA Current P/E Ratio: 30.5x (Based on $518 price / $17.01 FY25 Adj EPS) 10-Year Mean: 37.5x FCF Yield: 3.4% ($16.4B FCF / $476B Market Cap) 10-Year Mean: 2.8% As you can see $MA is" [X Link](https://x.com/anyuser/status/2022728214779441360) 2026-02-14T17:42Z [----] followers, [----] engagements "$CROX: "Strong free cash flow generation of $659 million enabled us to pay down $128 million in debt and buy back approximately [---] million shares for $577 million representing approximately 10% of our shares outstanding."" [X Link](https://x.com/anyuser/status/2021999327174856773) 2026-02-12T17:26Z [----] followers, [----] engagements "$CROX FCF Yield and Buyback Yield. two lines I love to see going up and to the right. and buybacks continue to accelerate. $CROX https://t.co/500aZjsvya and buybacks continue to accelerate. $CROX https://t.co/500aZjsvya" [X Link](https://x.com/anyuser/status/2022359474309337586) 2026-02-13T17:17Z [----] followers, [----] engagements "@joecarlsonshow Until AI starts building and staffing stores then what Cospocalypse" [X Link](https://x.com/anyuser/status/2022366211393159395) 2026-02-13T17:44Z [----] followers, [----] engagements "If you're interested in learning more about the massive Capex cycle depreciation it's impact on earnings and the benefits of the OBBB Tax Changes (100% Depreciation). Check out my latest post 👇" [X Link](https://x.com/anyuser/status/2022382651269877824) 2026-02-13T18:49Z [----] followers, [----] engagements "RT @ManuInvests: $CROX FCF Yield and Buyback Yield. two lines I love to see going up and to the right" [X Link](https://x.com/anyuser/status/2022521821631803785) 2026-02-14T04:02Z [----] followers, [--] engagements "RT @BillAckman: Good piece on $UBER" [X Link](https://x.com/anyuser/status/2022652725658591459) 2026-02-14T12:42Z [----] followers, [--] engagements "More $CROX for @SamanthaMcLemor 👀👀 $CROX: "Strong free cash flow generation of $659 million enabled us to pay down $128 million in debt and buy back approximately [---] million shares for $577 million representing approximately 10% of our shares outstanding." https://t.co/qbkCzjIoTO $CROX: "Strong free cash flow generation of $659 million enabled us to pay down $128 million in debt and buy back approximately [---] million shares for $577 million representing approximately 10% of our shares outstanding." https://t.co/qbkCzjIoTO" [X Link](https://x.com/anyuser/status/2022678540425269274) 2026-02-14T14:25Z [----] followers, [---] engagements "RT @ManuInvests: If youre interested in understanding capex depreciation and useful life of assets AND learning about the tax incentives" [X Link](https://x.com/anyuser/status/2022691504641490978) 2026-02-14T15:16Z [----] followers, [--] engagements "Its like thinking Seedance re-created the most expensive scene ever shot. It was only made possible because it referenced copied and altered the most expensive scene ever shot. Without the high-quality input there is no remarkable output. Imagine trying to replace the very thing that makes your product possible. LLM AI is augmented intelligence. It is buying raw materials (data) from the mines and miners AI is a processor not a producer. Without accurate proprietary data it doesnt work. $SPGI $MCO $FICO Imagine trying to replace the very thing that makes your product possible. LLM AI is" [X Link](https://x.com/anyuser/status/2022702945976865132) 2026-02-14T16:02Z [----] followers, [---] engagements "Depreciation is certainly going to tick up for the big tech spenders fortunately new GAAP rules will require them to break it out in [----] into a distinct line item for transparency. Of note however is that 40% of capex spend is going to have useful life of close to [--] years significantly softening the impact. 40% is what you referred to as long-duration assets which is our data centers and network and equipment. And I think you probably are referring to the depreciation delta between them. Those long-term duration assets depreciate over -- the building could be [--] years or longer. - $GOOG CFO" [X Link](https://x.com/anyuser/status/2022706967119036748) 2026-02-14T16:18Z [----] followers, [----] engagements "For more nuanced insight see my recent post link in bio. https://x.com/manuinvests/status/2022458774318125065s=46 If youre interested in understanding capex depreciation and useful life of assets AND learning about the tax incentives that the new tax laws gave companies to support the buildout check out this post. Heres a small preview: $META $GOOG $MSFT $AMZN $NVDA https://t.co/sRcDhjRbme https://x.com/manuinvests/status/2022458774318125065s=46 If youre interested in understanding capex depreciation and useful life of assets AND learning about the tax incentives that the new tax laws gave" [X Link](https://x.com/anyuser/status/2022707129199575112) 2026-02-14T16:18Z [----] followers, [---] engagements "@Bia42175 Yeah I hear you. But they arent just providing days - they also do have a premier customer facing dashboard etc with Capital IQ and are integrating AI into it as you mention to leverage their top tier data etc" [X Link](https://x.com/anyuser/status/2022710006030705152) 2026-02-14T16:30Z [----] followers, [---] engagements "Any $SPGI CapIQ customers/users here Would love some insight into your experience with the platform and $SPGI implementation of AI into the tools. @Bia42175 Yeah I hear you. But they arent just providing days - they also do have a premier customer facing dashboard etc with Capital IQ and are integrating AI into it as you mention to leverage their top tier data etc. https://t.co/yYnvfFhdnz @Bia42175 Yeah I hear you. But they arent just providing days - they also do have a premier customer facing dashboard etc with Capital IQ and are integrating AI into it as you mention to leverage their top" [X Link](https://x.com/anyuser/status/2022710694114652338) 2026-02-14T16:33Z [----] followers, [---] engagements "On AI disrupting the data providers: I think it still depends on the initial data being available. It must come from somewhere and accessed via a paid for API. When discussing financial data etc at least. Game theory can be played through scenario try and fail over and over. To project revenues etc of a company between earnings calls relies of access to proprietary credit card data etc that the companies package and sell to terminals for use. In theory AI could project an endless amount of scenarios but thats just a Monte Carlo simulation at that point which already exists. $SPGI $MCO $FICO" [X Link](https://x.com/anyuser/status/2022727730538721614) 2026-02-14T17:40Z [----] followers, [---] engagements "** the building could be [--] years or longer. Important typo 🤣" [X Link](https://x.com/anyuser/status/2022729319718727789) 2026-02-14T17:47Z [----] followers, [---] engagements "Those long-term duration assets depreciate over -- the building could be 40* years or longer. - $GOOG CFO [--] not [--] years* Very important distinction. 🫠 Depreciation is certainly going to tick up for the big tech spenders fortunately new GAAP rules will require them to break it out in [----] into a distinct line item for transparency. Of note however is that 40% of capex spend is going to have useful life of close to [--] years Depreciation is certainly going to tick up for the big tech spenders fortunately new GAAP rules will require them to break it out in [----] into a distinct line item for" [X Link](https://x.com/anyuser/status/2022729635406963126) 2026-02-14T17:48Z [----] followers, [---] engagements "RT @BuyingToOwn: Many of these "tell which one is AI generated" comparisons are misleading when they reference the same actual event" [X Link](https://x.com/anyuser/status/2022747708264419690) 2026-02-14T19:00Z [----] followers, [--] engagements "This was such a great call out by @_balaji_km on the $UBER earnings call. From our perspective not only are we going to be well-positioned in those markets to be the platform of choice for our AV partners but for the remainder of the U.S. it is going to be played by traditional ride-sharing operators such as Uber. Many people have replied to my thesis or posts with comments insinuating $UBER makes the vast majority of its profit from a few cities and Balaji made it clear that is NOT the case. Good news. Great data point. https://twitter.com/i/web/status/2020212656750387530" [X Link](https://x.com/ManuInvests/status/2020212656750387530) 2026-02-07T19:06Z [----] followers, 10.9K engagements "$UBER: Time for the rubber to hit the road. 🔥 @Uber @LucidMotors @nuro The qualities that define the award-winning Lucid Gravity are exactly what makes it perfect for a next-generation robotaxi service. Riders get more room to relax more space for their gear and a premium experience from start to finish. Built by Lucid driven by @nuro and https://t.co/CtncVPJdci The qualities that define the award-winning Lucid Gravity are exactly what makes it perfect for a next-generation robotaxi service. Riders get more room to relax more space for their gear and a premium experience from start to" [X Link](https://x.com/ManuInvests/status/2021313503622037637) 2026-02-10T20:01Z [----] followers, [----] engagements "$SPGI getting lumped in with the SaaS sell-off is pretty wild. Revenue increased 9% YoY Adj EPS increased 14% YoY Operating Margin Expansion . but soft forward guidance. $SPGI initial FY'25 Guidance was - Diluted GAAP EPS: $14.60 - $15.10 - Adjusted EPS: $16.75 - $17.25 They ended FY'26 with: - Diluted GAAP EPS: $14.66 (in guide +19% YoY) - Adjusted EPS: $17.83 (above guide +14% YoY) Now trading at some of the lowest valuations in years. I opened my $SPGI position as a counterweight to my AI/Tech heavy portfolio. well that narrative has shifted. Still comfortable holding. As Jensen says:" [X Link](https://x.com/ManuInvests/status/2021337498404651170) 2026-02-10T21:36Z [----] followers, 10.5K engagements "$WIX catching SaaS sell-off hard. -30% drawdown YTD but. - FCF Yield is 14% - Market Cap is $4B - In Jan $WIX auth'd $2B buyback program .if Base44 is comparable in worth to it's recently valued peers this could get very interesting" [X Link](https://x.com/ManuInvests/status/2021606993845158384) 2026-02-11T15:27Z [----] followers, [----] engagements "@BillAckman $UBER Update: https://twitter.com/i/web/status/2021621023238427085 https://twitter.com/i/web/status/2021621023238427085" [X Link](https://x.com/ManuInvests/status/2021621023238427085) 2026-02-11T16:23Z [----] followers, 10.6K engagements "$UBER continues to compound and outperform the competition. and they are positioned to do so moving forward. Human or AV. $UBER down 25% from its highs. The company has a 5Y Revenue CAGR of 36% and a strong Adj. EBITDA & FCF Growth. Ubers Q4 guidance calls for $52.25$53.75 billion in gross bookings implying 1721% year-over-year growth. Even comparing by market share Uber dominates the https://t.co/tPLcUqrNc7 $UBER down 25% from its highs. The company has a 5Y Revenue CAGR of 36% and a strong Adj. EBITDA & FCF Growth. Ubers Q4 guidance calls for $52.25$53.75 billion in gross bookings implying" [X Link](https://x.com/ManuInvests/status/2021703269387567613) 2026-02-11T21:49Z [----] followers, [----] engagements "Thoughts on $SPGI:" [X Link](https://x.com/anyuser/status/2022013668071026850) 2026-02-12T18:23Z [----] followers, 34.7K engagements "This is great commentary. Highly recommend reading if you are impacted by the MaSaaSacre. 👇 $NOW $SPGI $CRM $MCO $FICO $ADBE $WIX" [X Link](https://x.com/ManuInvests/status/2022016034535022817) 2026-02-12T18:32Z [----] followers, [----] engagements "$AMAT CEO: [----] semi revenue could hit $1 trillion. $AMAT adding confirmation to the AI infra buildout runway. This isnt slowing down anytime soon $AMAT adding confirmation to the AI infra buildout runway. This isnt slowing down anytime soon" [X Link](https://x.com/ManuInvests/status/2022155088178110498) 2026-02-13T03:45Z [----] followers, [----] engagements "Listen to earnings calls not headlines. $SPGI: we see AI really as a net tailwind for the business last year Claude for Financial Services launched and S&P Global is now one of the leading providers of financial data to our customers through Claude for Financial Services. Thoughts on $SPGI: https://t.co/EkGsz7whYK Thoughts on $SPGI: https://t.co/EkGsz7whYK" [X Link](https://x.com/ManuInvests/status/2022312114921050242) 2026-02-13T14:09Z [----] followers, [----] engagements "First try at @fiscal_ai query Looking for commentary on AI across recently impacted companies. Pretty cool stuff. $NOW: "AI efficiencies internally were also a meaningful tailwind to margin expansion." $ADBE: "Across the board there's no question that AI is being a nice tailwind as it relates to adoption." $SPGI: "While we know that there are elements of opportunity and risk for GenAI we believe that for us GenAI is a tailwind." "And we view AI as an incredible opportunity for us. We're very clear that we believe we have some of the most unique IP including data and benchmarks research et" [X Link](https://x.com/ManuInvests/status/2022364129055453461) 2026-02-13T17:35Z [----] followers, [----] engagements "$META 👇 In May I shared some thoughts on $META's AI implementation on my substack. It is good to see that leverage come to fruition in the earnings. "AI is more than a chatbox it is smarter algorithms AI-powered recommendation engines and better ad-targeting." https://t.co/hYT3suSi4b In May I shared some thoughts on $META's AI implementation on my substack. It is good to see that leverage come to fruition in the earnings. "AI is more than a chatbox it is smarter algorithms AI-powered recommendation engines and better ad-targeting." https://t.co/hYT3suSi4b" [X Link](https://x.com/ManuInvests/status/2022411509096468621) 2026-02-13T20:44Z [----] followers, [----] engagements "$SPGI trading at near highest FCF Yield in [--] years and well above its [--] year average of 3.07% 👀 Thoughts on $SPGI: https://t.co/EkGsz7whYK Thoughts on $SPGI: https://t.co/EkGsz7whYK" [X Link](https://x.com/ManuInvests/status/2022415307105841579) 2026-02-13T20:59Z [----] followers, [----] engagements "Good read on WSJ. The index is working as intended. Its a feature not a bug $SPY working as intended. Somewhere along the way the S&P [---] transitioned from being a passive tracking index of the US economy to an active financial product itself serving as the favorite proxy for the overall stock market. But the S&P500 is a https://t.co/xU8wQmqwKo Its a feature not a bug $SPY working as intended. Somewhere along the way the S&P [---] transitioned from being a passive tracking index of the US economy to an active financial product itself serving as the favorite proxy for the overall stock market." [X Link](https://x.com/ManuInvests/status/2022457764690432040) 2026-02-13T23:48Z [----] followers, [---] engagements "@wealthmatica Capacity constrained and accelerating. Imagine uncapped supply" [X Link](https://x.com/ManuInvests/status/2022459425936588873) 2026-02-13T23:54Z [----] followers, [---] engagements "$WMT and $COST are the true valuation bubble change my mind. Spoiler: you cant. It is probably the first time in the history of humanity that Walmart trades at [--] times forward P/E while Amazon trades at [--] times. What is happening It is probably the first time in the history of humanity that Walmart trades at [--] times forward P/E while Amazon trades at [--] times. What is happening" [X Link](https://x.com/ManuInvests/status/2022460112032698615) 2026-02-13T23:57Z [----] followers, [----] engagements "@WideMoatCzar Haha yes. FWIW if you believe in the fisv thesis doubling down on its lows isnt inherently the wrong move. And same for trimming GOOGL at highs" [X Link](https://x.com/ManuInvests/status/2022491670143754303) 2026-02-14T02:02Z [----] followers, [--] engagements "New post breaking down my investment philosophy. This is the start of a new series The Fundamentals. Per reader request - this will be a series on my investing philosophy portfolio management strategies navigating volatility fundamental analysis and educational content on financial statement accounting. Much more coming. Hoping to help you all learn a lot more. 🙏 Link in bio. https://twitter.com/i/web/status/2022760122489962571 https://twitter.com/i/web/status/2022760122489962571" [X Link](https://x.com/ManuInvests/status/2022760122489962571) 2026-02-14T19:49Z [----] followers, [---] engagements "$META execution has been one for the books $GOOG as well particularly recently with the AI pivot. Happy these are my top two. Win-win competition for ads. How long before $META overtakes $GOOGL search and becomes the biggest advertising business in the world Assuming search grows at about 15% and Meta at 25% Meta would overtake search in [--] quarters or so 👀 https://t.co/NuuXzPjlFE How long before $META overtakes $GOOGL search and becomes the biggest advertising business in the world Assuming search grows at about 15% and Meta at 25% Meta would overtake search in [--] quarters or so 👀" [X Link](https://x.com/anyuser/status/2022771748140093916) 2026-02-14T20:35Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ManuInvests Manu Invests
Manu Invests posts on X about $uber, $goog, ai, $meta the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +64%
- [--] Month [-------] -59%
- [--] Months [---------] +10,095%
Mentions: [--] #
- [--] Week [--] -19%
- [--] Month [---] -39%
- [--] Months [---] +1,554%
Followers: [-----] #
- [--] Week [-----] +4.50%
- [--] Month [-----] +22%
- [--] Months [-----] +1,501%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #4299 technology brands 56.82% finance 27.84% travel destinations 1.7% social networks 1.7% automotive brands 1.7% cryptocurrencies 1.14% countries 0.57% celebrities 0.57% financial services 0.57%
Social topic influence $uber #302, $goog #35, ai 12.5%, $meta #92, meta #5116, business #3111, in the 7.39%, $spgi #5, $googl #2680, $amzn #131
Top accounts mentioned or mentioned by @dissectmarkets @billackman @thewiseic @widemoatczar @fabj86 @uber @qualityinvest5 @andrewgordonmac @balajikm @fiscalai @thecompoundnews @ruchernchong @airbreather1980 @chitchatstocks @moontasia18491 @therideshareguy @dkhos @akarjeker @bia42175 @therealbirnbaum
Top assets mentioned Uber Technologies, Inc. (UBER) Alphabet Inc Class A (GOOGL) Metadium (META) S&P Global Inc (SPGI) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Oracle Corporation (ORCL) NVIDIA Corp. (NVDA) Crocs, Inc. (CROX) Fair Isaac, Corp. (FICO) Intuit Inc. (INTU) Hims & Hers Health, Inc. (HIMS) Now Coin (NOW) WIX.com Ltd. (WIX) Moody's Corporation (MCO) Adobe, Inc. (ADBE) Deckers Outdoor, Corp. (DECK) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Novo-Nordisk (NVO) Applied Materials, Inc. (AMAT) Walmart, Inc. (WMT) Costco Hot Dog (COST) Salesforce Inc (CRM)
Top Social Posts
Top posts by engagements in the last [--] hours
"The charts I use are from @fiscal_ai - the best all-in-one platform for investment research financial data charts and custom KPIs Use my LINK and get 15% off any premium plan - [--] week free trial (no card required). https://fiscal.ai/via=Manu-invests https://fiscal.ai/via=Manu-invests"
X Link 2026-02-08T14:14Z [----] followers, [---] engagements
"$FICO is the most obvious trade of a rate-cut cycle. Lower Rates Refi Boom Massive volume of credit pulls. Monopoly Pricing Power Increased Margins. Its one of the few businesses that will benefit from both volume and price. The ultimate toll booth. Unconcerned about the news today re: Vantage Score. We knew this was coming. $FICO remains the undisputed leader in MBS securitization and will remain the leader in mortgage origination scores. The most is that we have the most predictive score. if youre in the business of measuring risk. you want the most predictive score."
X Link 2026-01-02T20:47Z [----] followers, [----] engagements
"@fiscal_ai $RELY keeps popping on the radar 🤔"
X Link 2026-01-14T20:00Z [----] followers, [----] engagements
"More thoughts on $INTU On $INTU https://t.co/oDb6h2f1WJ On $INTU https://t.co/oDb6h2f1WJ"
X Link 2026-01-28T00:05Z [----] followers, [----] engagements
"@joecarlsonshow Flat for $ASML on earnings day is extremely bullish especially after such a run. I was convinced we were going some gains back due to managements conservative tone on calls"
X Link 2026-01-28T15:11Z [----] followers, [----] engagements
"$DECK with a major beat. Up 13% after hours. Thesis from November portfolio review. 👇🏻"
X Link 2026-01-29T22:03Z [----] followers, [---] engagements
"I spent some time this weekend digging through $PGY 10-Q. Interesting company potentially trading at a great valuation. If youre interested in how I look at financial statements and my thought process I recommend checking out this Research Journal"
X Link 2026-02-01T17:44Z [----] followers, [----] engagements
"If you search my feed I have a few posts in $INTU as an investor/user. I 100% agree $NOW is not actually in jealousy. I dont actually think $INTU as a business is in jeopardy either I think they will continue to do well - BUT I think that the multiple re-rate is reasonable here because of the reasons I mentioned. I dont think its at actual major replacement risk or anything I just think there is now risk that didnt exist before and could result in slower future growth or erosion of pricing power. $INTU still has defensibility though. https://twitter.com/i/web/status/2018057870009409981"
X Link 2026-02-01T20:24Z [----] followers, [---] engagements
"$ORCL 👀🤯 More debt + dilution The company plans to raise half of the funds via equity-linked and common equity issuances including mandatory convertible preferred securities and through an at-the-market equity program of up to $20 billion. Oracle also said it plans to raise the rest of its funding target through a single issuance of bonds early in [----]. The company borrowed $18 billion in [----] in what was one of the years largest corporate bond offerings. A key part of Oracles cloud investment is its contract with OpenAI which has committed to spending about $300 billion to rent servers"
X Link 2026-02-02T00:23Z [----] followers, [----] engagements
"$ORCL #OpenAI The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments. The NVIDIA-OpenAI deal has zero impact on our financial relationship with OpenAI. We remain highly confident in OpenAIs ability to raise funds and meet its commitments"
X Link 2026-02-02T19:34Z [----] followers, [----] engagements
"OAIs journey from darling partner to a liability is akin to the Anakin-Vader arc. $OAI $ORCL $MSFT $NVDA Market keeps punishing things associated with OAI. NOW/SNOW couldnt rally off OAI deal headlines. ORCL/MSFT dead. If the mkt weworks the OAI ipo bc of heavy operating losses everything is going to blow up Market keeps punishing things associated with OAI. NOW/SNOW couldnt rally off OAI deal headlines. ORCL/MSFT dead. If the mkt weworks the OAI ipo bc of heavy operating losses everything is going to blow up"
X Link 2026-02-02T20:42Z [----] followers, [----] engagements
"$UBER is global. $UBER is rolling out ride-hailing in China Macau again starting Tuesday and adding a limo option between Macau and Hong Kong with 24-hour advance booking. This is Ubers first entry into a new Asian market in years after exiting China in [----] and Southeast Asia in [----]. https://t.co/ixbXarEvgF $UBER is rolling out ride-hailing in China Macau again starting Tuesday and adding a limo option between Macau and Hong Kong with 24-hour advance booking. This is Ubers first entry into a new Asian market in years after exiting China in [----] and Southeast Asia in 2018."
X Link 2026-02-03T02:31Z [----] followers, [----] engagements
"If youre here from @TheCompoundNews podcast welcome Check out my full $UBER write-up. Much more On $UBER posts at the link in bio. https://t.co/aEbGBfuXtO https://t.co/aEbGBfuXtO"
X Link 2026-02-03T21:46Z [----] followers, 10.8K engagements
"$UBER Wild response. Softish Q1 Gross Bookings guidance it seems with FX headwinds. Looking forward to the call. Very happy to see AV KPIs and very happy with growth across all metrics. FCF came in higher than I modeled with SBC and Insurance Provisions flattening. Im happy. https://twitter.com/i/web/status/2019028799359156695 https://twitter.com/i/web/status/2019028799359156695"
X Link 2026-02-04T12:42Z [----] followers, [----] engagements
"Yeah I hear that. Im a happy Google shareholder as well. Waymo is on Uber exclusively in two major cities and uber is rolling out high end AVs comparable to the Waymo experience with Nuro/Lucid. I think your experience is valid but I dont think it will be confined to Waymo alone. I think it will be a similar experience on Uber listed AVs - ideally which will also include Waymo. Im very eager to try Waymo myself. I dont have it nearby currently"
X Link 2026-02-04T13:19Z [----] followers, [---] engagements
"@treiner5 Love to see the new data points"
X Link 2026-02-04T14:45Z [----] followers, [---] engagements
"@OscarCashflow @chitchatstocks Let me know your thoughts"
X Link 2026-02-04T16:43Z [----] followers, [--] engagements
"$UBER: TTM Adj FCF. Then vs Now FCF growing SBC & AIR flattening/declining 🔥 @AnalizandoaWS Yes. Especially beautiful when you see that SBC and insurance reserves are flattening while FCF continues to climb. Love to see it. https://t.co/nnbS33Kw9K @AnalizandoaWS Yes. Especially beautiful when you see that SBC and insurance reserves are flattening while FCF continues to climb. Love to see it. https://t.co/nnbS33Kw9K"
X Link 2026-02-04T17:39Z [----] followers, [----] engagements
"$GOOG spending $91b on Capex TTM and casually delivering $73b in FCF Cash printer in the basement. Masterclass"
X Link 2026-02-04T21:29Z [----] followers, [----] engagements
"$GOOG GCP accelerating up 48% YoY. 30.1% Operating Margins up from 17.5%. Unbelievable. Never doubt $GOOG $GOOG spending $91b on Capex TTM and casually delivering $73b in FCF Cash printer in the basement. Masterclass. https://t.co/4z7jUutAln $GOOG spending $91b on Capex TTM and casually delivering $73b in FCF Cash printer in the basement. Masterclass. https://t.co/4z7jUutAln"
X Link 2026-02-04T21:32Z [----] followers, [----] engagements
"@TheWiseIC I think the overall market pulled down. I imagine if it was a green day the response would have been very different"
X Link 2026-02-05T03:01Z [----] followers, [--] engagements
"@Shehaaz I mean. its a pretty good deal if you use Uber Eats. like at all. $9.99/month and $0 delivery fee You basically get your money worth if you get [--] delivery a month. Add in all the rest and its pretty compelling"
X Link 2026-02-05T06:07Z [----] followers, [---] engagements
"Love to see it. $UBER"
X Link 2026-02-05T14:27Z [----] followers, [----] engagements
"Waymo Boston lets gooo $GOOG New cities new horizons. 📍 Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger. Learn more: https://t.co/FpAUnlDkCm https://t.co/szzdLg1OGs New cities new horizons. 📍 Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger. Learn more: https://t.co/FpAUnlDkCm https://t.co/szzdLg1OGs"
X Link 2026-02-05T14:44Z [----] followers, [----] engagements
"@mvcinvesting I agree with your take. I had a negative reaction to seeing this news as a HIMS investor"
X Link 2026-02-05T20:35Z [----] followers, [---] engagements
"@RebeccaTinucci @Uber @UberFreight Was very excited to see this segment break even. Great job. Looking forward to continued execution"
X Link 2026-02-06T00:21Z [----] followers, [--] engagements
"HOKA growth re-accelerating up 18.5% YoY. For more on $DECK see linked thread below. 👇 1/ $DECK is dislocated. I talk a lot about price vs. value. $DECK is a great example. Since the start of the year the stock price has decoupled from the fundamental reality of the business. Price is noise execution matters. And right now $DECK looks attractive. 🧵👇 https://t.co/3Kq4c25cV3 1/ $DECK is dislocated. I talk a lot about price vs. value. $DECK is a great example. Since the start of the year the stock price has decoupled from the fundamental reality of the business. Price is noise execution"
X Link 2026-02-06T20:14Z [----] followers, [----] engagements
"@moontasia18491 $NVO needs a lot more than $HIMS catching regulatory flak at this point though"
X Link 2026-02-07T00:38Z [----] followers, [---] engagements
"I was in $HIMS before GLP not because of GLP. I always viewed the shortage as a temporary boom for customer acquisition and a temporary cash cow. When the shortage ended and they continued personalized dosages cool - plenty of ground to at least stand on regarding dosages and side effects and what I was most excited about recently was the diversification into new verticals and intentions growth. This attempt was a major misstep and management focusing on the wrong direction imo. Also an extremely aggressive timeline to ship - brand damaging. They have already caught flak regarding compounding"
X Link 2026-02-07T01:49Z [----] followers, [----] engagements
"FWIW - Im a $HIMS shareholder. I support their ultimate mission and philosophy. But whether within legal limits or not the optics of the release are bad. I also dont think HIMS is going to zero. But the other side of this is that for pharmaceutical advancements to happen patent protection is required. They incentivize research and development. Whether HIMS directly used the patent tech or not (they didnt) is almost a moot point as they essentially released an oral pill weeks after the patented version came out and undercut the price. That directly jeopardizes the power of patents. If hims had"
X Link 2026-02-07T02:38Z [----] followers, [---] engagements
"Nobody used AI better the $META. $NVDA CEO: Nobody uses AI better than $META https://t.co/0auvuJ1BLu $NVDA CEO: Nobody uses AI better than $META https://t.co/0auvuJ1BLu"
X Link 2026-02-07T03:58Z [----] followers, [----] engagements
"Is this reflection on $META from Q4 [----] or May [----] Hard to tell because the thesis remains identical. Consistent conviction"
X Link 2026-02-07T13:54Z [----] followers, [---] engagements
"$HIMS making the right decision here. Still need clarity from management. Look forward to more communication and the earnings call. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access"
X Link 2026-02-07T19:21Z [----] followers, [----] engagements
"@TheLAPurchaser Im aware of the numbers. And Im aware of the panalties. My point remains. In [----] GLP1 was 225m in revenue that was 15% revenue including [--] quarter of peak commercial GLP1. Q1 [----] was true peak. But point remains it is not the majority of HIMS revenue"
X Link 2026-02-07T19:34Z [----] followers, [---] engagements
"@QualityInvest5 I top ticked my trim at $64 and its been a drawdown ever since. I do still hold shares but plenty of profit made of HIMS trims and option premiums. Well see what happens from here. Lost a lot of confidence in the management of the company this week"
X Link 2026-02-07T20:24Z [----] followers, [----] engagements
"@HalamadridtalkX Haha wild week. May there be some sort of future bounce back to ease your bags. 🙏🏻"
X Link 2026-02-07T20:39Z [----] followers, [--] engagements
"$AMZN attempting to meet the moment. With such strong demand for our existing offerings and seminal opportunities like AI chips robotics & low earth orbit satellites we expect to invest about $200B in CapEx across Amazon in [----] and anticipate strong long-term return on invested capital. H/t @fiscal_ai Jeff Bezos is a visionary. He transformed a small online bookstore into one of the worlds most powerful companies. $AMZN Cloud was for all practical purposes almost invented by him. Today the segment runs at an annualized revenue of $142bn. A $200bn CAPEX plan may look https://t.co/axdG9jYfLu"
X Link 2026-02-07T23:49Z [----] followers, [----] engagements
""If you were sitting at the poker table and looking at the hands and saying do they have the same pocket aces in the age of GPT that they had in search. I think it's almost impossible for you to say that's the case" Google's actual cards: "If you were sitting at the poker table and looking at the hands and saying do they have the same pocket aces in the age of GPT that they had in search. I think it's almost impossible for you to say that's the case" Fast forward turns out distribution is the moat. Always. https://t.co/6UNigjBJ5Q "If you were sitting at the poker table and looking at the"
X Link 2026-02-08T01:19Z [----] followers, [----] engagements
"if they are conservative for the most part they end up paid out in insurance claims. Uber most likely runs a near zero margin insurance coverage operation. I talk about it a little in this post but once 10K comes out i can try and pull the lines to show you if interrested: https://manuinvests.substack.com/p/on-uber-addressing-insurance-reserves https://manuinvests.substack.com/p/on-uber-addressing-insurance-reserves"
X Link 2026-02-08T01:46Z [----] followers, [--] engagements
"@RKLBMan Yeah 100% haha - I honestly dont know what time make of the video experience at all. It was more a shocked/confused/cool I guess set of eyes"
X Link 2026-02-08T02:59Z [----] followers, [--] engagements
"$GOOG distribution in high-gear. +672.26% YoY growth 🔥 Hi Potential Disruption. Welcome Let me introduce you to my good friend Mass Distribution. Gemini in January 2026: Surpassed the [--] billion visit benchmark for the first time. 19.21% month-over-month growth +672.26% year-over-year growth. https://t.co/VvkcMcu7WA Gemini in January 2026: Surpassed the [--] billion visit benchmark for the first time. 19.21% month-over-month growth +672.26% year-over-year growth. https://t.co/VvkcMcu7WA"
X Link 2026-02-08T13:32Z [----] followers, [----] engagements
"$GOOG is best positioned to benefit from and win a capital intensive race. Fortress balance sheet. Cash printing machine. Unmatched distribution surface. Ecosystem primed for AI integration. Capex spend is becoming a moat. FACT: Alphabet $GOOGL is the best cash-flow operating engine in the world. NO COMPANY ON THE PLANET GENERATES MORE OPERATING CASH FLOW. In [----] it generated $165B enough to fund: -$91.5B in CapEx -$45.7B in buybacks -$10.0B in dividends https://t.co/buvza6erZ6 FACT: Alphabet $GOOGL is the best cash-flow operating engine in the world. NO COMPANY ON THE PLANET GENERATES MORE"
X Link 2026-02-08T14:59Z [----] followers, [----] engagements
"Happy to have $META and $GOOG as my top two positions. Google. ✅ YouTube. ✅ Facebook. ✅ Instagram. ✅ + WhatsApp making the top [--] ✅ Top [--] websites by total visits in January [----] according to SimilarWeb. https://t.co/uk3AYBpN1O Top [--] websites by total visits in January [----] according to SimilarWeb. https://t.co/uk3AYBpN1O"
X Link 2026-02-08T15:18Z [----] followers, [----] engagements
"AV market is expanding the TAM. Even if Uber aggregates non-Waymo and Tesla I believe the company will do just great I imagine waymo and Tesla will take majority of AV market share. But uber is a global business and human ride share isnt going anywhere. AVs will be a tailwind to uber with reduced costs + tam expansion + margin expansion https://twitter.com/i/web/status/2020558960781316574 https://twitter.com/i/web/status/2020558960781316574"
X Link 2026-02-08T18:02Z [----] followers, [--] engagements
"Officially broke anonymity to talk $Uber on The Compound. Check it out. 👇🏻 https://youtu.be/Baq0DE2heD0si=oHoTgoBGUYt0DVTX https://youtu.be/Baq0DE2heD0si=oHoTgoBGUYt0DVTX"
X Link 2026-02-08T19:49Z [----] followers, [----] engagements
"The $GOOG ecosystem and bundling of subscription services has been a huge value add to the customer the company and its investors. I am a happy customer and shareholder. "We have over [---] million paid subscriptions across consumer services with strong adoption for Google One and YouTube Premium. In addition we have sold more than [--] million paid seats of Gemini Enterprise which we launched just four months ago." $GOOG $GOOGL https://t.co/zEUrb0kmYD "We have over [---] million paid subscriptions across consumer services with strong adoption for Google One and YouTube Premium. In addition we have"
X Link 2026-02-08T20:35Z [----] followers, [----] engagements
"$GOOG acceleration is very impressive here. And UBS just projected that $AMZN AWS might hit 38% growth in [----] 🤯 Wild that these companies are reporting that their cloud business growth remains constrained by supply. What would it look like fully unleased h/t @HedgeyeComm $GOOGL $MSFT cloud revenue growth. one of these does not look like the other https://t.co/ILaUBtP6Fl $GOOGL $MSFT cloud revenue growth. one of these does not look like the other https://t.co/ILaUBtP6Fl"
X Link 2026-02-08T23:19Z [----] followers, [----] engagements
"They say "a picture's worth a thousand words." In this case. it's worth $400 billion in revenue. $GOOG I'm framing this earnings slide from $GOOG and putting it up on my wall. No explanation needed. https://t.co/G6wJTE5p7B I'm framing this earnings slide from $GOOG and putting it up on my wall. No explanation needed. https://t.co/G6wJTE5p7B"
X Link 2026-02-08T23:24Z [----] followers, [----] engagements
"My @Patriots are losing so heres a graph of @Google winning. Happy to have been buying shares at $143.36 on 4/7/25 almost perfectly timing the bottom. $GOOG"
X Link 2026-02-09T01:59Z [----] followers, [----] engagements
"@samjurrens What you want is access to the largest pool of riders drivers and robotaxis. $TSLA will do great I am sure. As will $GOOG Waymo. And $UBER"
X Link 2026-02-09T02:01Z [----] followers, [---] engagements
"@ruchernchong @HedgeyeComm 100%. The law of large numbers makes this a wild projection. If it gets anywhere close the will be quite the accomplishment"
X Link 2026-02-09T02:02Z [----] followers, [--] engagements
"@awealthofcs Thats like saying $GOOG was one of the word stocks ever earlier last year. Even the greats go through periods of weakness"
X Link 2026-02-09T02:04Z [----] followers, [----] engagements
"@awealthofcs Worst stocks*"
X Link 2026-02-09T02:05Z [----] followers, [---] engagements
"I trust Uber management. @TheRideshareGuy would like to see the data behind the statistics and thats a valid ask - there are many SEC filed statistic points by many companies I would like to see the data behind but they also reserve the right to keep their info close to the chest - but I still think the point remains. To his point - there is ambiguity about definitions about what counts as major market business and what doesnt what the boundaries of the cities are etc. Either way it dispels the notion based on old SEC disclosures about concentration risk and I have confidence in data and"
X Link 2026-02-09T04:05Z [----] followers, [--] engagements
"@Ravi_711 For AVs"
X Link 2026-02-09T04:06Z [----] followers, [--] engagements
"$UBER is global Uber ampliar sus servicios de robotaxi para incluir Hong Kong y Madrid mientras el gigante de los viajes en taxi invierte cientos de millones de dlares en la industria emergente. Descubre ms: https://t.co/P3vjaeYL4i https://t.co/RgQVmNSIYd Uber ampliar sus servicios de robotaxi para incluir Hong Kong y Madrid mientras el gigante de los viajes en taxi invierte cientos de millones de dlares en la industria emergente. Descubre ms: https://t.co/P3vjaeYL4i https://t.co/RgQVmNSIYd"
X Link 2026-02-09T04:38Z [----] followers, [----] engagements
"@andrewgordonmac Congratulations. Keep up the great work. Going to be a big year and Im looking forward to it"
X Link 2026-02-09T12:04Z [----] followers, [---] engagements
"In the AI race Capex spending capabilities are becoming a moat. More so considering the spends are already showing returns in earnings Running up against these companies is like running into a brick wall. $GOOG $META $AMZN $MSFT $META $AMZN $GOOGL $NVDA The story is CapEx. That's it. That's all that matters. Now that big tech earnings are done it's quite obvious that the AI buildout will continue throughout [----]. Around $650B will be spent from Microsoft Meta Amazon and Google this year. https://t.co/SsnXsaa7pW $MSFT $META $AMZN $GOOGL $NVDA The story is CapEx. That's it. That's all that"
X Link 2026-02-09T19:21Z [----] followers, [----] engagements
"@gr0wingm0ney @Adyen Where did anyone say anything about crazy innovation New avenue for customer access to individuals traveling internationally without an uber app installed"
X Link 2026-02-09T22:01Z [----] followers, [--] engagements
"More $UBER from @TheCompoundNews and @andrewgordonmac. Listening immediately. 🔥 Autonomous Driving Is a Trillion Dollar Opportunity🎙 @Downtown is joined by @andrewgordonmac President and Chief Operating Officer at @Uber to break down Ubers standout earnings rapid user and trip growth and what the numbers say about the business today before diving into https://t.co/JlBYYMyIJE Autonomous Driving Is a Trillion Dollar Opportunity🎙 @Downtown is joined by @andrewgordonmac President and Chief Operating Officer at @Uber to break down Ubers standout earnings rapid user and trip growth and what the"
X Link 2026-02-09T22:53Z [----] followers, [----] engagements
"$AMAT adding confirmation to the AI infra buildout runway. This isnt slowing down anytime soon Applied Materials CEO: "Our strong performance and outlook for [----] and beyond are fueled by the acceleration of investments in AI computing." $AMAT: +14% AH https://t.co/nxZ6xCPQid Applied Materials CEO: "Our strong performance and outlook for [----] and beyond are fueled by the acceleration of investments in AI computing." $AMAT: +14% AH https://t.co/nxZ6xCPQid"
X Link 2026-02-12T23:12Z [----] followers, [----] engagements
"@mvcinvesting $wix is definitely an interesting setup here. Plan to give it a deeper look"
X Link 2026-02-01T22:13Z [----] followers, [---] engagements
"$NOVO 👀 Good news re the pill followed by bad news Its been quite the fall from grace. $NVO holders - genuine question is this the bottom Or is it still yet to fall out New CEO hasnt had the time to fully implement plans - is this the past catching up or just a complete collision of internal and external problems happening all at once Novo Nordisk $NVO just cut its [----] outlook. After delivering 10% sales growth in [----] (constant FX) the company now guides [----] adjusted sales growth of -5% to -13% versus Street expectations of -1.6%. Management said the outlook assumes continued"
X Link 2026-02-04T01:12Z [----] followers, [----] engagements
"$GOOG P.S. incase you missed it. GCP backlog grew 55% QoQ and sits at $240B. Yes I said QoQ"
X Link 2026-02-05T00:01Z [----] followers, [----] engagements
"$UBER Fragmentation & Aggregation the scaling starts Big year ahead for $UBER Very excited about our partnership w/@WeRide_ai - the scaling starts Very excited about our partnership w/@WeRide_ai - the scaling starts"
X Link 2026-02-06T14:31Z [----] followers, [----] engagements
"$GOOG putting on a masterclass in economies of scale. GCP spent years eating massive fixed costs to buildout the infra Now they get to see the rewards of operating leverage. -46% to +30% margins in [--] years is crazy. And growth is accelerating. If youre concerned about the AI capex spend look at this chart this playbook isnt new to $GOOG. Google Cloud Operating Margins: 2019: (46%) 2020: (32%) 2021: (16%) 2022: (3%) 2023: 9% 2024: 18% 2025: 30% $GOOGL https://t.co/DOToaASQmW Google Cloud Operating Margins: 2019: (46%) 2020: (32%) 2021: (16%) 2022: (3%) 2023: 9% 2024: 18% 2025: 30% $GOOGL"
X Link 2026-02-07T17:08Z [----] followers, [----] engagements
"Quite the highlight reel running on the $UBER Investor Relations page"
X Link 2026-02-09T22:36Z [----] followers, [----] engagements
"$GOOG: Among a spectacular earnings report YouTube Ads technically missed estimates w $11.38B vs $11.78B expected. YouTube ads increased 9% YoY to $11.4B. (Tough YoY comp) .but Google Subscriptions increased 17% YoY to $13.6B. Important insight from the call"
X Link 2026-02-10T14:16Z [----] followers, [---] engagements
"$GOOG ALPHABET'S GOOGLE SECURES UNCONDITIONAL EU ANTITRUST APPROVAL FOR $32 BILLION ACQUISITION OF WIZ ALPHABET'S GOOGLE SECURES UNCONDITIONAL EU ANTITRUST APPROVAL FOR $32 BILLION ACQUISITION OF WIZ"
X Link 2026-02-10T17:56Z [----] followers, [----] engagements
"$META showing the power of AI on its ad business. In [----] the market tightened price per ad (orange) collapsed. But ad pricing re-accelerates '23/'24 as AI-driven recommendations improved targeting and relevance. $META has a two levers to pull the ability to increase exposure (blue line) when the market is tight and prices are low. .but more importantly to fine-tune impressions for relevance balancing Pricing and Impressions for premium ad performance. https://twitter.com/i/web/status/2021290688911114670 https://twitter.com/i/web/status/2021290688911114670"
X Link 2026-02-10T18:30Z [----] followers, [----] engagements
"Meanwhile. $META Ad Revenue continues to grow at +22%. $META showing the power of AI on its ad business. In [----] the market tightened price per ad (orange) collapsed. But ad pricing re-accelerates '23/'24 as AI-driven recommendations improved targeting and relevance. $META has a two levers to pull the ability to increase https://t.co/OF0ks9hshN $META showing the power of AI on its ad business. In [----] the market tightened price per ad (orange) collapsed. But ad pricing re-accelerates '23/'24 as AI-driven recommendations improved targeting and relevance. $META has a two levers to pull the"
X Link 2026-02-10T18:33Z [----] followers, [----] engagements
"@ajustman_ I appreciate you sharing this genuinely. It's very important insight. I feel the same way about $INTU haha"
X Link 2026-02-10T21:48Z [----] followers, [---] engagements
"FWIW - thinking out loud does not count for much. really nothing at all in investing. Just got a kick out of it. considering the -24% drawdown literally started the next day. I marked the top. Also - $SPGI will be fine imo. and is attractively priced here. My thought process wasn't around the quality of the company but rather reflecting on presented opportunity costs and my preference for consolidation. $SPGI getting lumped in with the SaaS sell-off is pretty wild. Revenue increased 9% YoY Adj EPS increased 14% YoY Operating Margin Expansion . but soft forward guidance. $SPGI initial FY'25"
X Link 2026-02-11T02:22Z [----] followers, [----] engagements
"$UBER increasing ecosystem stickiness. The app continues to do more and more. Were launching Cart Assistant in the @UberEats app Our new in-app AI grocery assistant builds a basket from real store inventory using text or images even a photo of a handwritten list. Now live at dozens of U.S. grocery stores with more coming soon. 🛒 More here: Were launching Cart Assistant in the @UberEats app Our new in-app AI grocery assistant builds a basket from real store inventory using text or images even a photo of a handwritten list. Now live at dozens of U.S. grocery stores with more coming soon. 🛒"
X Link 2026-02-11T15:33Z [----] followers, [----] engagements
"$UBER growing fundamentals despite sentiment. The shift will come. @BillAckman on $UBER: https://t.co/vqdCSsDZzo @BillAckman on $UBER: https://t.co/vqdCSsDZzo"
X Link 2026-02-11T16:30Z [----] followers, [----] engagements
"@WideMoatCzar @BillAckman 🔥"
X Link 2026-02-11T16:32Z [----] followers, [--] engagements
"@vicious__1 @BillAckman This is the year that AV rubber hits the road for Uber. more cars on the platform will transition the narrative"
X Link 2026-02-11T16:33Z [----] followers, [---] engagements
"From my post yesterday: "But this is why I dont typically do that. I am not the biggest fan of "quality compounder" premium multiple valuations. I find there is much better valuation in companies like $META and $GOOG most of the time and they are far more innovative." "We believe the megacaps that we own are trading at compelling valuations relative to the overall market in light of their superior business quality and growth profiles." Spot on. Top [--] is looking very familiar. https://t.co/lv7nBz6shc "We believe the megacaps that we own are trading at compelling valuations relative to the"
X Link 2026-02-11T16:36Z [----] followers, [----] engagements
"Capex spend is ramping up if you are interested in understanding the tax and accounting nuances behind it check out my latest post $GOOG $META $AMZN $MSFT $ORCL"
X Link 2026-02-11T17:20Z [----] followers, [----] engagements
"@dissectmarkets 100%. So much surface left"
X Link 2026-02-11T17:39Z [----] followers, [--] engagements
"$META: Dear Algo Always making moves. Pretty cool way to give Threads users input into algorithms and create more high intent targeting and engagement. https://about.fb.com/news/2026/02/threads-dear-algo/ https://about.fb.com/news/2026/02/threads-dear-algo/"
X Link 2026-02-11T19:11Z [----] followers, [---] engagements
"The speed of advancements has greatly exacerbated the fear of the unknown. When tech that was unimaginable a few years ago starts to become real its hard to fathom wha COULD be over the horizon. Lots of uncertainty but lots of opportunities. This is the type of market where individual investment philosophies and perspectives really come into play as an edge - or rigid investment outlooks become punishing. https://twitter.com/i/web/status/2021667641270927858 https://twitter.com/i/web/status/2021667641270927858"
X Link 2026-02-11T19:28Z [----] followers, [---] engagements
"@TheWiseIC 100% - we are in a year of execution the more Uber executes on it's planned AV rollout the more the narrative will shift"
X Link 2026-02-11T20:18Z [----] followers, [---] engagements
"I dont disagree. I was more just making fun of my reason for opening the position and the impact of narrative plus some softness. But such is the case with many former quality compounders that traded at deserved high multiples. I have a hard time seeing the value over other opportunities when growth is stabilized. https://twitter.com/i/web/status/2021684950823813605 https://twitter.com/i/web/status/2021684950823813605"
X Link 2026-02-11T20:37Z [----] followers, [--] engagements
"@jbulltard1 No. if anyone is remotely close its $ORCL. $META could easily shift on balance sheet and still be below 90% of quality companies Debt/Ebitda ratio"
X Link 2026-02-11T21:48Z [----] followers, [----] engagements
"$GOOG Gemini 🔥 Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users. $MSFT $AMZN $NVDA $AVGO Alphabet $GOOG CEO Sundar Pichai: Our first party models like Gemini now process over [--] billion tokens per minute via direct API use by our customers and the Gemini App has grown to over [---] million monthly active users. $MSFT $AMZN $NVDA $AVGO"
X Link 2026-02-12T01:42Z [----] followers, [----] engagements
"@amitisinvesting Valuation matters"
X Link 2026-02-12T18:33Z [----] followers, [---] engagements
"@fabj86 Lyft is interesting definitely crossed a fundamental inflection point recently and i like the ceo. Valuation looks quite compelling here. But as a big uber owner not something i'm buying just allocation wise etc"
X Link 2026-02-13T16:51Z [----] followers, [--] engagements
"$UBER - Quarterly trips grew 22% year-over-year and Gross Bookings grew 22% year-over-year - Record quarterly GAAP Income from operations of $1.8 billion; Adjusted EBITDA of $2.5 billion up 35% year-over-year -Record quarterly operating cash flow of $2.9 billion and Free cash flow of $2.8 billion https://twitter.com/i/web/status/2019021214702841967 https://twitter.com/i/web/status/2019021214702841967"
X Link 2026-02-04T12:12Z [----] followers, [----] engagements
"$UBER dropping AV KPIs 🔥 With large and growing free cash flows over the coming years we will invest with discipline across a multitude of opportunities including positioning Uber to win in an AV future"
X Link 2026-02-04T12:15Z [----] followers, 12.3K engagements
"$UBER casually dropping an [--] page prepared remarks essay addressing AV misconceptions. 🤯 AVs will change how trips are supplied but not how demand is aggregated. History suggests that over time as supply fragments and technology commoditizes the platform that can bring the highest utilization to assets and superior reliability to customers will capture a large share of value. That is the role Uber is set up to play. https://twitter.com/i/web/status/2019027502853747103 https://twitter.com/i/web/status/2019027502853747103"
X Link 2026-02-04T12:37Z [----] followers, 15.6K engagements
"$UBER ask and you shall receive. AV KPIs Appreciate all the new insights great work. @dkhos @_balaji_km @andrewgordonmac $UBER dropping AV KPIs 🔥 With large and growing free cash flows over the coming years we will invest with discipline across a multitude of opportunities including positioning Uber to win in an AV future. https://t.co/IaJerbL6WC $UBER dropping AV KPIs 🔥 With large and growing free cash flows over the coming years we will invest with discipline across a multitude of opportunities including positioning Uber to win in an AV future. https://t.co/IaJerbL6WC"
X Link 2026-02-04T14:32Z [----] followers, [----] engagements
"$UBER JPM talking my language J.P. Morgan Reiterates $UBER at Overweight following earnings; says pullbacks overdone Analyst comments: "Share Price Reaction Overdone. Uber shares traded down 4.5% pre-market (S&P down 0.8%) after posting a strong beat on the topline and in-line EBITDA. We think there could be https://t.co/5V7kPVFiwg J.P. Morgan Reiterates $UBER at Overweight following earnings; says pullbacks overdone Analyst comments: "Share Price Reaction Overdone. Uber shares traded down 4.5% pre-market (S&P down 0.8%) after posting a strong beat on the topline and in-line EBITDA. We think"
X Link 2026-02-04T16:51Z [----] followers, [----] engagements
"They have 126b in cash. If they double capex and cash flow grows they will still be fully cash funding the largest technological buildout in their history. Id rather their massive cash pile be put to work Im ok with expansive investments that are showing ROI and GCP growth was once again capacity constrained. But - you dont have to eat it. Thats the beauty of investing no one is forcing you to hold the company. If youre not a fan of the spend Google has had a tremendous run now is as good a time as ever to take profits. https://twitter.com/i/web/status/2019207744792776951"
X Link 2026-02-05T00:33Z [----] followers, [--] engagements
"$UBER : this is huge👇🏻 The Uber One growth story is incredible. During last years Investor Day Uber had 19M members. Today there are 46M. Members spend 3.4x more than on-members. Users that engage with both Mobility + Delivery (the core benefits of Uber One) show higher rates of retention. Reduced usage friction with benefits they include: - 6% back on rides - surge price savings - $0 delivery fee - family sharing Increased usage and significantly lower Customer Acquisition Costs lead to significantly higher Lifetime Value per customer. But most importantly Uber One is the primary proactive"
X Link 2026-02-05T02:31Z [----] followers, 10.6K engagements
"$UBER. This slide right here is it. [----] will be an inflection point. whether it's a partnership with Waymo or NVIDIA or newest partner Waabi or Avride or Nuro and Lucid which kind of have a production-ready car out there we expect to be in [--] cities by the end of this year and then expanding beyond that as well which should actually increase the wave of the AV business that we're seeing behind us. $UBER https://t.co/PmS0qHyvfD $UBER https://t.co/PmS0qHyvfD"
X Link 2026-02-05T14:15Z [----] followers, [----] engagements
"$GOOG ask and you shall receive. Waymos officially coming to Boston. Who in management watched this @TheCompoundNews pod Two requests met in one week. AV KPIs from $UBER and $GOOG Waymos in Boston. 🔥 New cities new horizons. 📍 Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little bigger. Learn more: https://t.co/FpAUnlDkCm https://t.co/szzdLg1OGs New cities new horizons. 📍 Boston & Sacramento were here to lay the groundwork for our autonomous ride-hailing service. The future of mobility just got a little"
X Link 2026-02-05T16:26Z [----] followers, [----] engagements
"$UBER management and IR acknowledging investor concerns and taking steps to address them in and above and beyond manner was great to see. This was a great read and the new AV KPIs were wonderful. Looking forward to more of them. Plus we got a transition to more transparent and shareholder focused financial reporting. Keep up the great work @dkhos @andrewgordonmac @_balaji_km and the rest of the team at @Uber. As an investor I was truly impressed this quarter with the results and the presentation. Job well done. $UBER CEO @dkhos used the prepared remarks in today's earnings call to handle some"
X Link 2026-02-05T19:30Z [----] followers, [----] engagements
"Talking $UBER AV impacts on take rates with @Downtown. Full write up below and much more on the Substack. https://t.co/aEbGBfuXtO https://t.co/aEbGBfuXtO"
X Link 2026-02-07T01:41Z [----] followers, [----] engagements
"An $UBER isnt a car. Waymos are Ubers in [--] cities and Uber will be rolling out comparable AVs all throughout the year. This statement should really read I prefer the robotaxi experience over the human driver. And that is a valid position to have. Once more AVs hit the streets this sentiment of AVs being distinct from Ubers will fade away. Looking forward to a strong year of execution by $UBER. Waymo has ruined me. Now every time Im in an Uber and they brake too hard or drive too fast Im like my Waymo would never Waymo has ruined me. Now every time Im in an Uber and they brake too hard or"
X Link 2026-02-07T20:23Z [----] followers, [----] engagements
"$UBER is global. Hong Kong - Macau. We launched our first new market in APAC in [--] years last week https://t.co/VLixY3FGXj We launched our first new market in APAC in [--] years last week https://t.co/VLixY3FGXj"
X Link 2026-02-09T12:06Z [----] followers, [----] engagements
"So great to see $UBER MAPCs re-accelerate. "We added more customers last quarter than we have at anytime since the pandemic. everyone I know has got $UBER so how much room is there left to run But when you think about the large tech companies in the world they talk about billions of users every month. we're still talking about [---] million users every month. There's a lot of people that are still new to our platform a lot of large markets where $UBER is actually sort of a startup still." - @andrewgordonmac on @TheCompoundNews https://twitter.com/i/web/status/2021349433842016574"
X Link 2026-02-10T22:23Z [----] followers, [----] engagements
"This $WBD fight simply won't end. $NFLX $PSKY"
X Link 2026-02-11T16:02Z [----] followers, [----] engagements
"@dissectmarkets They were great as well"
X Link 2026-02-11T17:39Z [----] followers, [--] engagements
"Comments filled with $META and Enron comparisons Concerned about leverage and off balance sheet debt Give $ORCL a look. In the meantime i guess Ill say it again 👇🏻 EY FLAGS METAS DATA-CENTER ACCOUNTING AS HIGH RISK Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint venture with Blue Owl. While EY approved the treatment it labeled it a critical audit matter EY FLAGS METAS DATA-CENTER ACCOUNTING AS HIGH RISK Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint"
X Link 2026-02-11T18:46Z [----] followers, [----] engagements
"On $AMZN: "Amidst broader market volatility in April [----] we were able to opportunistically initiate a position in Amazon at a highly attractive valuation." @BillAckman If you missed the April opportunity we're not far off"
X Link 2026-02-11T21:13Z [----] followers, [----] engagements
"@orderer7 @BillAckman 🤣🤣"
X Link 2026-02-12T12:36Z [----] followers, [--] engagements
"Hey - sorry for delay. Its actually kind of two separate business models. Affirm and Klarna are merchant focused and are competing to acquire the largest merchants with the largest customer bases and making margin off of that scale and velocity. SEZL is really aimed at becoming a wallet product for consumers and driving for the subscription model. And is aimed at small/medium sized businesses for merchant listing that don't move the needle for Affirm and Klarna. And SEZL is targeting 'riskier' consumers that are sub or near prime. Anyone can do pay-in-4 but its essentially a different"
X Link 2026-02-13T16:56Z [----] followers, [--] engagements
"1/ The primary bear case against $UBER is summarized in two words: AV disruption. Investors fear that AVs will crush Uber's 30% take rate destroying profitability. I disagree. In fact I believe an estimated 20% AV take rate is a massive tailwind. Here is the math. 🧵"
X Link 2025-12-23T19:18Z [----] followers, 572.8K engagements
"$UBER: "10 years from now every single car a new car sold is going to have full L3 and L4 software attached with it. In that kind of a world we think we will have many many suppliers not just one or two suppliers. We are the winner take most player as it relates to 3P and we think that the 3P kind of marketplace will be very very large and will be very very healthy." @dkhos https://twitter.com/i/web/status/2020874837523124500 https://twitter.com/i/web/status/2020874837523124500"
X Link 2026-02-09T14:58Z [----] followers, [----] engagements
"$UBER making rides more accessible for more people. Love to see it. and a fan of @Adyen. @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+ countries 👉 More local payment methods via https://t.co/8oEvBHzo0h @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+"
X Link 2026-02-09T17:13Z [----] followers, [----] engagements
"Excited to see @BillAckman become a fellow $META shareholder"
X Link 2026-02-11T16:25Z [----] followers, [----] engagements
""We believe the megacaps that we own are trading at compelling valuations relative to the overall market in light of their superior business quality and growth profiles." Spot on. Top [--] is looking very familiar"
X Link 2026-02-11T16:27Z [----] followers, 10.7K engagements
"@QualityInvest5 @akarjeker @sadandlonely_69 @_balaji_km @Jason @BillAckman New definition of the term Long uber"
X Link 2026-02-12T16:39Z [----] followers, [--] engagements
"@Mr_Derivatives $CROX"
X Link 2026-02-12T17:43Z [----] followers, [---] engagements
"@fabj86 @chitchatstocks Also their profitability is as well. And their underwriting. Its hard to flip profitable in the industry and they have margins to compress out rising competition that may be super focused on their target consumer as well"
X Link 2026-02-13T22:55Z [----] followers, [--] engagements
"I mean Seth Klarman is one of the greats. He inherently gets a little nod. I dont like fisv but I respect the OG value investor double down on the crash and hedge funds have different time frames and cash flows and trim to rotate into what they perceive as better return opportunities. The buy by one of the greats stuck out to me thats all"
X Link 2026-02-14T02:09Z [----] followers, [--] engagements
"Well thats quite the $PGY selloff What happened here Overreaction or justified Busy morning havent been able to look beyond headline numbers. I spent some time this weekend digging through $PGY 10-Q. Interesting company potentially trading at a great valuation. If youre interested in how I look at financial statements and my thought process I recommend checking out this Research Journal. https://t.co/oo66OpKofX I spent some time this weekend digging through $PGY 10-Q. Interesting company potentially trading at a great valuation. If youre interested in how I look at financial statements and my"
X Link 2026-02-09T17:21Z [----] followers, [----] engagements
"In general the biggest risks are those we don't see coming. .and companies with "high quality stable" premium valuations have so much certainty and stability priced into them that they can get quickly re-rated on increased uncertainty. FWIW: This past year I loosened up and became willing to dip my toe for $SPGI $FICO premium quality multiples. Given I did so at low historical valuations and they both only make up a small percentage of my portfolio right now. But this is why I dont typically do that. I am not the biggest fan of "quality compounder" premium multiple valuations. I find there is"
X Link 2026-02-10T21:53Z [----] followers, [----] engagements
"$WIX owned Base44 👀 This is insane Base44 has caught Cursor. Cursor in their latest round raised $2.3B and with valuation of $29B. While $WIX who owns base44 is currently trading at a market cap of $4B with $2B of buyback. https://t.co/D49qL8Zs9w This is insane Base44 has caught Cursor. Cursor in their latest round raised $2.3B and with valuation of $29B. While $WIX who owns base44 is currently trading at a market cap of $4B with $2B of buyback. https://t.co/D49qL8Zs9w"
X Link 2026-02-11T15:47Z [----] followers, [----] engagements
"Im a happy buyer at these levels. AV Sentiment remains the driving narrative keeping the price in this range - I am very happy to see management acknowledge feedback and pivot communication to highlight Ubers AV plans. [----] will be an important year as AVs from uber partnerships hit the streets. https://twitter.com/i/web/status/2021936237834023396 https://twitter.com/i/web/status/2021936237834023396"
X Link 2026-02-12T13:15Z [----] followers, [---] engagements
"$SPGI significant insider buy. $SPGI Director Joly Hubert buys $997459 of shares marking the second insider buy during the past [--] years. SPGI is down by 22% YTD driven by fears of AI disruption and a earnings guidance miss for [----]. https://t.co/Qvi78geupD $SPGI Director Joly Hubert buys $997459 of shares marking the second insider buy during the past [--] years. SPGI is down by 22% YTD driven by fears of AI disruption and a earnings guidance miss for [----]. https://t.co/Qvi78geupD"
X Link 2026-02-12T22:38Z [----] followers, [----] engagements
"@KellyCNBC $WMT and $COST are the valuation bubble not the hyper scalers"
X Link 2026-02-13T23:56Z [----] followers, [---] engagements
"$HIMS had the opportunity to ride a few big announcements product launches an international growth story and a Super Bowl ad into [----] Instead they made an extremely risky decision and invited intense regulatory scrutiny on themselves. There are smart people at $HIMS I am so curious what the rationale here is It may be an intended to be a calculated bold move in the spirit of their mission Or my first point about starting [----] off strong is incorrect and this may have been a decision driven by changing financials/market share/competition dynamics If nothing else I am looking forward to some"
X Link 2026-02-06T22:25Z [----] followers, 18.5K engagements
"$UBER diversified user base gross bookings and profitability. and its only early innings. And $UBER is international They are the ONLY globally scaled player. Plus: Ads Eats Rentals Grocery Subscriptions Experiences Courier Retail Business and more. This was such a great call out by @_balaji_km on the $UBER earnings call. From our perspective not only are we going to be well-positioned in those markets to be the platform of choice for our AV partners but for the remainder of the U.S. it is going to be played by https://t.co/dfjwyTjnsY This was such a great call out by @_balaji_km on the $UBER"
X Link 2026-02-07T21:13Z [----] followers, [----] engagements
"$CROX with a double beat. Looking forward to listening to the call. Now we need HeyDude to become less of a drag on performance. $CROX Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $958M (Est. $916.09M) 🟢; -3.2% YoY 🔹 Adj. EPS: $2.29 (Est. $1.91) 🟢; -9.1% YoY 🔹 Crocs Brand Revenue: $768M; +0.8% YoY 🔹 HEYDUDE Revenue: $189M; -16.9% YoY 🔹 DTC Revenue: +4.7% YoY; Wholesale Revenue: -14.5% YoY FY Guide: 🔹 https://t.co/mdpAdeffbD $CROX Q425 EARNINGS HIGHLIGHTS 🔹 Revenue: $958M (Est. $916.09M) 🟢; -3.2% YoY 🔹 Adj. EPS: $2.29 (Est. $1.91) 🟢; -9.1% YoY 🔹 Crocs Brand Revenue: $768M; +0.8% YoY 🔹"
X Link 2026-02-12T13:57Z [----] followers, [---] engagements
"The rubber is about to his the road $UBER Fleet update Our robotaxi engineering fleet is growing quickly as we expand autonomous testing on public roads in the California Bay Area. Every mile helps validate the safe integration of our self-driving technology with the Lucid Gravity ahead of launch. Driven by @nuro. https://t.co/DXYJqEM17s Fleet update Our robotaxi engineering fleet is growing quickly as we expand autonomous testing on public roads in the California Bay Area. Every mile helps validate the safe integration of our self-driving technology with the Lucid Gravity ahead of launch."
X Link 2026-02-13T14:24Z [----] followers, [----] engagements
"Seth Klarman making $AMZN #2 with a significant buy last Q. 👀"
X Link 2026-02-13T23:06Z [----] followers, [----] engagements
"https://www.wsj.com/finance/investing/the-big-scary-myth-stalking-the-stock-market-29aedf50st=RqBoB7&reflink=article_copyURL_share https://www.wsj.com/finance/investing/the-big-scary-myth-stalking-the-stock-market-29aedf50st=RqBoB7&reflink=article_copyURL_share"
X Link 2026-02-13T23:48Z [----] followers, [---] engagements
"If youre interested in understanding capex depreciation and useful life of assets AND learning about the tax incentives that the new tax laws gave companies to support the buildout check out this post. Heres a small preview: $META $GOOG $MSFT $AMZN $NVDA If you're interested in learning more about the massive Capex cycle depreciation it's impact on earnings and the benefits of the OBBB Tax Changes (100% Depreciation). Check out my latest post 👇 https://t.co/oxe16bJGID If you're interested in learning more about the massive Capex cycle depreciation it's impact on earnings and the benefits of"
X Link 2026-02-13T23:52Z [----] followers, [----] engagements
"Imagine trying to replace the very thing that makes your product possible. LLM AI is augmented intelligence. It is buying raw materials (data) from the mines and miners AI is a processor not a producer. Without accurate proprietary data it doesnt work. $SPGI $MCO $FICO The biggest beneficiaries however would be real miners with real mines. One of the hardest lines in the Akre Shareholder Letter 📝 $NOW $CRM $CSU $ADBE $SNPS $CDNS $ROP $SAP $INTU $ADSK https://t.co/eDWzIgNmSG The biggest beneficiaries however would be real miners with real mines. One of the hardest lines in the Akre"
X Link 2026-02-14T15:04Z [----] followers, [----] engagements
"@QualityInvest5 This is actually wild. Remember it used to be AWS was the free add on"
X Link 2026-02-14T16:34Z [----] followers, [---] engagements
"Valid point. I think it still depends on the initial data being available. It must come from somewhere and accessed via a paid for API. When discussing financial data etc at least. Game theory can be played though scenario try and fail over and over. To project revenues etc of a company between earnings calls relies of access to proprietary credit card data etc that the companies package and sell to terminals for use. In theory it could project an endless amount of scenarios but thats just a Monte Carlo simulation at that point which already exists"
X Link 2026-02-14T17:00Z [----] followers, [--] engagements
"$MA remains at an attractive level. Seldom seen for one of the best companies in the world. A quality valuation analysis on $MA Current P/E Ratio: 30.5x (Based on $518 price / $17.01 FY25 Adj EPS) 10-Year Mean: 37.5x FCF Yield: 3.4% ($16.4B FCF / $476B Market Cap) 10-Year Mean: 2.8% As you can see $MA is trading below fair value pricing in a recession that https://t.co/J8gq9d6Q4t A quality valuation analysis on $MA Current P/E Ratio: 30.5x (Based on $518 price / $17.01 FY25 Adj EPS) 10-Year Mean: 37.5x FCF Yield: 3.4% ($16.4B FCF / $476B Market Cap) 10-Year Mean: 2.8% As you can see $MA is"
X Link 2026-02-14T17:42Z [----] followers, [----] engagements
"$CROX: "Strong free cash flow generation of $659 million enabled us to pay down $128 million in debt and buy back approximately [---] million shares for $577 million representing approximately 10% of our shares outstanding.""
X Link 2026-02-12T17:26Z [----] followers, [----] engagements
"$CROX FCF Yield and Buyback Yield. two lines I love to see going up and to the right. and buybacks continue to accelerate. $CROX https://t.co/500aZjsvya and buybacks continue to accelerate. $CROX https://t.co/500aZjsvya"
X Link 2026-02-13T17:17Z [----] followers, [----] engagements
"@joecarlsonshow Until AI starts building and staffing stores then what Cospocalypse"
X Link 2026-02-13T17:44Z [----] followers, [----] engagements
"If you're interested in learning more about the massive Capex cycle depreciation it's impact on earnings and the benefits of the OBBB Tax Changes (100% Depreciation). Check out my latest post 👇"
X Link 2026-02-13T18:49Z [----] followers, [----] engagements
"RT @ManuInvests: $CROX FCF Yield and Buyback Yield. two lines I love to see going up and to the right"
X Link 2026-02-14T04:02Z [----] followers, [--] engagements
"RT @BillAckman: Good piece on $UBER"
X Link 2026-02-14T12:42Z [----] followers, [--] engagements
"More $CROX for @SamanthaMcLemor 👀👀 $CROX: "Strong free cash flow generation of $659 million enabled us to pay down $128 million in debt and buy back approximately [---] million shares for $577 million representing approximately 10% of our shares outstanding." https://t.co/qbkCzjIoTO $CROX: "Strong free cash flow generation of $659 million enabled us to pay down $128 million in debt and buy back approximately [---] million shares for $577 million representing approximately 10% of our shares outstanding." https://t.co/qbkCzjIoTO"
X Link 2026-02-14T14:25Z [----] followers, [---] engagements
"RT @ManuInvests: If youre interested in understanding capex depreciation and useful life of assets AND learning about the tax incentives"
X Link 2026-02-14T15:16Z [----] followers, [--] engagements
"Its like thinking Seedance re-created the most expensive scene ever shot. It was only made possible because it referenced copied and altered the most expensive scene ever shot. Without the high-quality input there is no remarkable output. Imagine trying to replace the very thing that makes your product possible. LLM AI is augmented intelligence. It is buying raw materials (data) from the mines and miners AI is a processor not a producer. Without accurate proprietary data it doesnt work. $SPGI $MCO $FICO Imagine trying to replace the very thing that makes your product possible. LLM AI is"
X Link 2026-02-14T16:02Z [----] followers, [---] engagements
"Depreciation is certainly going to tick up for the big tech spenders fortunately new GAAP rules will require them to break it out in [----] into a distinct line item for transparency. Of note however is that 40% of capex spend is going to have useful life of close to [--] years significantly softening the impact. 40% is what you referred to as long-duration assets which is our data centers and network and equipment. And I think you probably are referring to the depreciation delta between them. Those long-term duration assets depreciate over -- the building could be [--] years or longer. - $GOOG CFO"
X Link 2026-02-14T16:18Z [----] followers, [----] engagements
"For more nuanced insight see my recent post link in bio. https://x.com/manuinvests/status/2022458774318125065s=46 If youre interested in understanding capex depreciation and useful life of assets AND learning about the tax incentives that the new tax laws gave companies to support the buildout check out this post. Heres a small preview: $META $GOOG $MSFT $AMZN $NVDA https://t.co/sRcDhjRbme https://x.com/manuinvests/status/2022458774318125065s=46 If youre interested in understanding capex depreciation and useful life of assets AND learning about the tax incentives that the new tax laws gave"
X Link 2026-02-14T16:18Z [----] followers, [---] engagements
"@Bia42175 Yeah I hear you. But they arent just providing days - they also do have a premier customer facing dashboard etc with Capital IQ and are integrating AI into it as you mention to leverage their top tier data etc"
X Link 2026-02-14T16:30Z [----] followers, [---] engagements
"Any $SPGI CapIQ customers/users here Would love some insight into your experience with the platform and $SPGI implementation of AI into the tools. @Bia42175 Yeah I hear you. But they arent just providing days - they also do have a premier customer facing dashboard etc with Capital IQ and are integrating AI into it as you mention to leverage their top tier data etc. https://t.co/yYnvfFhdnz @Bia42175 Yeah I hear you. But they arent just providing days - they also do have a premier customer facing dashboard etc with Capital IQ and are integrating AI into it as you mention to leverage their top"
X Link 2026-02-14T16:33Z [----] followers, [---] engagements
"On AI disrupting the data providers: I think it still depends on the initial data being available. It must come from somewhere and accessed via a paid for API. When discussing financial data etc at least. Game theory can be played through scenario try and fail over and over. To project revenues etc of a company between earnings calls relies of access to proprietary credit card data etc that the companies package and sell to terminals for use. In theory AI could project an endless amount of scenarios but thats just a Monte Carlo simulation at that point which already exists. $SPGI $MCO $FICO"
X Link 2026-02-14T17:40Z [----] followers, [---] engagements
"** the building could be [--] years or longer. Important typo 🤣"
X Link 2026-02-14T17:47Z [----] followers, [---] engagements
"Those long-term duration assets depreciate over -- the building could be 40* years or longer. - $GOOG CFO [--] not [--] years* Very important distinction. 🫠 Depreciation is certainly going to tick up for the big tech spenders fortunately new GAAP rules will require them to break it out in [----] into a distinct line item for transparency. Of note however is that 40% of capex spend is going to have useful life of close to [--] years Depreciation is certainly going to tick up for the big tech spenders fortunately new GAAP rules will require them to break it out in [----] into a distinct line item for"
X Link 2026-02-14T17:48Z [----] followers, [---] engagements
"RT @BuyingToOwn: Many of these "tell which one is AI generated" comparisons are misleading when they reference the same actual event"
X Link 2026-02-14T19:00Z [----] followers, [--] engagements
"This was such a great call out by @_balaji_km on the $UBER earnings call. From our perspective not only are we going to be well-positioned in those markets to be the platform of choice for our AV partners but for the remainder of the U.S. it is going to be played by traditional ride-sharing operators such as Uber. Many people have replied to my thesis or posts with comments insinuating $UBER makes the vast majority of its profit from a few cities and Balaji made it clear that is NOT the case. Good news. Great data point. https://twitter.com/i/web/status/2020212656750387530"
X Link 2026-02-07T19:06Z [----] followers, 10.9K engagements
"$UBER: Time for the rubber to hit the road. 🔥 @Uber @LucidMotors @nuro The qualities that define the award-winning Lucid Gravity are exactly what makes it perfect for a next-generation robotaxi service. Riders get more room to relax more space for their gear and a premium experience from start to finish. Built by Lucid driven by @nuro and https://t.co/CtncVPJdci The qualities that define the award-winning Lucid Gravity are exactly what makes it perfect for a next-generation robotaxi service. Riders get more room to relax more space for their gear and a premium experience from start to"
X Link 2026-02-10T20:01Z [----] followers, [----] engagements
"$SPGI getting lumped in with the SaaS sell-off is pretty wild. Revenue increased 9% YoY Adj EPS increased 14% YoY Operating Margin Expansion . but soft forward guidance. $SPGI initial FY'25 Guidance was - Diluted GAAP EPS: $14.60 - $15.10 - Adjusted EPS: $16.75 - $17.25 They ended FY'26 with: - Diluted GAAP EPS: $14.66 (in guide +19% YoY) - Adjusted EPS: $17.83 (above guide +14% YoY) Now trading at some of the lowest valuations in years. I opened my $SPGI position as a counterweight to my AI/Tech heavy portfolio. well that narrative has shifted. Still comfortable holding. As Jensen says:"
X Link 2026-02-10T21:36Z [----] followers, 10.5K engagements
"$WIX catching SaaS sell-off hard. -30% drawdown YTD but. - FCF Yield is 14% - Market Cap is $4B - In Jan $WIX auth'd $2B buyback program .if Base44 is comparable in worth to it's recently valued peers this could get very interesting"
X Link 2026-02-11T15:27Z [----] followers, [----] engagements
"@BillAckman $UBER Update: https://twitter.com/i/web/status/2021621023238427085 https://twitter.com/i/web/status/2021621023238427085"
X Link 2026-02-11T16:23Z [----] followers, 10.6K engagements
"$UBER continues to compound and outperform the competition. and they are positioned to do so moving forward. Human or AV. $UBER down 25% from its highs. The company has a 5Y Revenue CAGR of 36% and a strong Adj. EBITDA & FCF Growth. Ubers Q4 guidance calls for $52.25$53.75 billion in gross bookings implying 1721% year-over-year growth. Even comparing by market share Uber dominates the https://t.co/tPLcUqrNc7 $UBER down 25% from its highs. The company has a 5Y Revenue CAGR of 36% and a strong Adj. EBITDA & FCF Growth. Ubers Q4 guidance calls for $52.25$53.75 billion in gross bookings implying"
X Link 2026-02-11T21:49Z [----] followers, [----] engagements
"Thoughts on $SPGI:"
X Link 2026-02-12T18:23Z [----] followers, 34.7K engagements
"This is great commentary. Highly recommend reading if you are impacted by the MaSaaSacre. 👇 $NOW $SPGI $CRM $MCO $FICO $ADBE $WIX"
X Link 2026-02-12T18:32Z [----] followers, [----] engagements
"$AMAT CEO: [----] semi revenue could hit $1 trillion. $AMAT adding confirmation to the AI infra buildout runway. This isnt slowing down anytime soon $AMAT adding confirmation to the AI infra buildout runway. This isnt slowing down anytime soon"
X Link 2026-02-13T03:45Z [----] followers, [----] engagements
"Listen to earnings calls not headlines. $SPGI: we see AI really as a net tailwind for the business last year Claude for Financial Services launched and S&P Global is now one of the leading providers of financial data to our customers through Claude for Financial Services. Thoughts on $SPGI: https://t.co/EkGsz7whYK Thoughts on $SPGI: https://t.co/EkGsz7whYK"
X Link 2026-02-13T14:09Z [----] followers, [----] engagements
"First try at @fiscal_ai query Looking for commentary on AI across recently impacted companies. Pretty cool stuff. $NOW: "AI efficiencies internally were also a meaningful tailwind to margin expansion." $ADBE: "Across the board there's no question that AI is being a nice tailwind as it relates to adoption." $SPGI: "While we know that there are elements of opportunity and risk for GenAI we believe that for us GenAI is a tailwind." "And we view AI as an incredible opportunity for us. We're very clear that we believe we have some of the most unique IP including data and benchmarks research et"
X Link 2026-02-13T17:35Z [----] followers, [----] engagements
"$META 👇 In May I shared some thoughts on $META's AI implementation on my substack. It is good to see that leverage come to fruition in the earnings. "AI is more than a chatbox it is smarter algorithms AI-powered recommendation engines and better ad-targeting." https://t.co/hYT3suSi4b In May I shared some thoughts on $META's AI implementation on my substack. It is good to see that leverage come to fruition in the earnings. "AI is more than a chatbox it is smarter algorithms AI-powered recommendation engines and better ad-targeting." https://t.co/hYT3suSi4b"
X Link 2026-02-13T20:44Z [----] followers, [----] engagements
"$SPGI trading at near highest FCF Yield in [--] years and well above its [--] year average of 3.07% 👀 Thoughts on $SPGI: https://t.co/EkGsz7whYK Thoughts on $SPGI: https://t.co/EkGsz7whYK"
X Link 2026-02-13T20:59Z [----] followers, [----] engagements
"Good read on WSJ. The index is working as intended. Its a feature not a bug $SPY working as intended. Somewhere along the way the S&P [---] transitioned from being a passive tracking index of the US economy to an active financial product itself serving as the favorite proxy for the overall stock market. But the S&P500 is a https://t.co/xU8wQmqwKo Its a feature not a bug $SPY working as intended. Somewhere along the way the S&P [---] transitioned from being a passive tracking index of the US economy to an active financial product itself serving as the favorite proxy for the overall stock market."
X Link 2026-02-13T23:48Z [----] followers, [---] engagements
"@wealthmatica Capacity constrained and accelerating. Imagine uncapped supply"
X Link 2026-02-13T23:54Z [----] followers, [---] engagements
"$WMT and $COST are the true valuation bubble change my mind. Spoiler: you cant. It is probably the first time in the history of humanity that Walmart trades at [--] times forward P/E while Amazon trades at [--] times. What is happening It is probably the first time in the history of humanity that Walmart trades at [--] times forward P/E while Amazon trades at [--] times. What is happening"
X Link 2026-02-13T23:57Z [----] followers, [----] engagements
"@WideMoatCzar Haha yes. FWIW if you believe in the fisv thesis doubling down on its lows isnt inherently the wrong move. And same for trimming GOOGL at highs"
X Link 2026-02-14T02:02Z [----] followers, [--] engagements
"New post breaking down my investment philosophy. This is the start of a new series The Fundamentals. Per reader request - this will be a series on my investing philosophy portfolio management strategies navigating volatility fundamental analysis and educational content on financial statement accounting. Much more coming. Hoping to help you all learn a lot more. 🙏 Link in bio. https://twitter.com/i/web/status/2022760122489962571 https://twitter.com/i/web/status/2022760122489962571"
X Link 2026-02-14T19:49Z [----] followers, [---] engagements
"$META execution has been one for the books $GOOG as well particularly recently with the AI pivot. Happy these are my top two. Win-win competition for ads. How long before $META overtakes $GOOGL search and becomes the biggest advertising business in the world Assuming search grows at about 15% and Meta at 25% Meta would overtake search in [--] quarters or so 👀 https://t.co/NuuXzPjlFE How long before $META overtakes $GOOGL search and becomes the biggest advertising business in the world Assuming search grows at about 15% and Meta at 25% Meta would overtake search in [--] quarters or so 👀"
X Link 2026-02-14T20:35Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing