# ![@OwlWealthy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1159118682477477889.png) @OwlWealthy TheWealthyOwl

TheWealthyOwl posts on X about $rblx, ai, roblox, $nbis the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1159118682477477889/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1159118682477477889/c:line/m:interactions.svg)

- [--] Week [----------] +1,141%
- [--] Month [----------] +132,575%
- [--] Months [----------] +37,063%
- [--] Year [----------] +21,241%

### Mentions: [--] [#](/creator/twitter::1159118682477477889/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1159118682477477889/c:line/m:posts_active.svg)

- [--] Week [--] -36%
- [--] Month [---] -32%
- [--] Months [---] +8.10%
- [--] Year [-----] +60%

### Followers: [-----] [#](/creator/twitter::1159118682477477889/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1159118682477477889/c:line/m:followers.svg)

- [--] Week [-----] +0.10%
- [--] Month [-----] +1.10%
- [--] Months [-----] +4.70%
- [--] Year [-----] +10%

### CreatorRank: [---------] [#](/creator/twitter::1159118682477477889/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1159118682477477889/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  71% [technology brands](/list/technology-brands)  26% [finance](/list/finance)  19% [gaming](/list/gaming)  14% [financial services](/list/financial-services)  2% [countries](/list/countries)  2% [travel destinations](/list/travel-destinations)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$rblx](/topic/$rblx) #6, [ai](/topic/ai) 25%, [roblox](/topic/roblox) 14%, [$nbis](/topic/$nbis) #144, [$uber](/topic/$uber) 9%, [$pltr](/topic/$pltr) 9%, [in the](/topic/in-the) 7%, [business](/topic/business) 6%, [platform](/topic/platform) 6%, [$now](/topic/$now) 6%

**Top accounts mentioned or mentioned by**
[@genairoblox](/creator/undefined) [@davidbaszucki](/creator/undefined) [@melissa09744266](/creator/undefined) [@techequityeng](/creator/undefined) [@couchinvestor](/creator/undefined) [@grindeoptions](/creator/undefined) [@ronrule](/creator/undefined) [@werideai](/creator/undefined) [@uber](/creator/undefined) [@honam](/creator/undefined) [@lstrader1](/creator/undefined) [@atticus44351](/creator/undefined) [@endicottinvests](/creator/undefined) [@ballmatthew](/creator/undefined) [@scottbelsky](/creator/undefined) [@ahmadaldahle](/creator/undefined) [@machinegunkelly](/creator/undefined) [@gabrelyanov](/creator/undefined) [@mindthelongterm](/creator/undefined) [@danielisdizzy](/creator/undefined)

**Top assets mentioned**
[Roblox Corp. (RBLX)](/topic/$rblx) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/$msft) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Salesforce Inc (CRM)](/topic/$crm) [DigitalOcean Holdings, Inc. (DOCN)](/topic/$docn) [CRH Public Limited Company (CRH)](/topic/$crh) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [GammaSwap (GS)](/topic/$gs) [Equinix Inc (EQIX)](/topic/$eqix) [Arista Networks Inc (ANET)](/topic/$anet) [Airbnb, Inc. (ABNB)](/topic/$abnb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CRH Joining S&P [---] on Dec [--] 7% pre-market"  
[X Link](https://x.com/OwlWealthy/status/1998010626262589511)  2025-12-08T12:43Z [----] followers, [---] engagements


"I sold $ADYEN about a year ago looks like I havent missed much Why hasnt the stock performance lined up with the business performance"  
[X Link](https://x.com/OwlWealthy/status/2009781759102107992)  2026-01-10T00:18Z [----] followers, [---] engagements


"Long $RBLX Buckle up. $RBLX https://t.co/7FpSfan2Ox Buckle up. $RBLX https://t.co/7FpSfan2Ox"  
[X Link](https://x.com/OwlWealthy/status/2018015484864573852)  2026-02-01T17:35Z [----] followers, [---] engagements


"Picked up more $RBLX shares oversold and happy to add to my long term position"  
[X Link](https://x.com/OwlWealthy/status/2018721971349938191)  2026-02-03T16:23Z [----] followers, [---] engagements


"As someone with a non-trivial position in $RBLX who follows the company closely the 48% drawdown over the last [--] months matters. What changed: The market is paying less for growth thats taking longer to show up Roblox is still choosing to reinvest which keeps near-term margins under pressure Safety and regulatory scrutiny add real uncertainty What didnt: Engagement hasnt rolled over Creator payouts are still scaling The creator flywheel is intact Roblox is still expanding who can build and who can stick around longer This feels like the market resetting its timeline and price for Robloxs"  
[X Link](https://x.com/OwlWealthy/status/2018842262361293067)  2026-02-04T00:21Z [----] followers, [---] engagements


"Happy $RBLX earnings day. Heres what Ill be listening for: Is growth deepening into real monetization not just DAUs and hours Are creator economics durable as the platform scales Do new AI tools actually reduce friction and expand what gets built and monetized Can safety and regulation scale without quietly eating returns Those answers determine whether Robloxs growth story is compounding or starting to get priced more cautiously. https://twitter.com/i/web/status/2019415033302651282 https://twitter.com/i/web/status/2019415033302651282"  
[X Link](https://x.com/OwlWealthy/status/2019415033302651282)  2026-02-05T14:17Z [----] followers, [---] engagements


"Holy growth Batman $RBLX Q4 results 🚀🚀 Ill share my analysis after the earnings call and what it mean for my long term thesis Stock up 22% AHfor now Follow me for in depth analysis of Roblox"  
[X Link](https://x.com/OwlWealthy/status/2019519865070186805)  2026-02-05T21:13Z [----] followers, [----] engagements


"This is helpful new insight from $RBLX shareholder letter today: This data reveals an even larger growth opportunity in the O18 demographic relative to self-reported data. For instance in the U.S. Roblox currently reaches fewer than 10% of adults between the ages of 18-34 each day. This user cohort is growing at over 50%4 more than double the rate of U18 DAUsand monetizes 40% higher. To capture value associated with the older user cohort we are optimizing our platform to facilitate the creation of games that expand into new genres use different gameplay mechanics and have a different look and"  
[X Link](https://x.com/OwlWealthy/status/2019536634866188464)  2026-02-05T22:20Z [----] followers, [---] engagements


"Will be listening 👂 to this podcast with $RBLX CEO @DavidBaszucki ASAP on all the AI/cube announcements from yesterday https://podcasts.apple.com/ca/podcast/no-priors-artificial-intelligence-technology-startups/id1668002688i=1000748401360 https://podcasts.apple.com/ca/podcast/no-priors-artificial-intelligence-technology-startups/id1668002688i=1000748401360"  
[X Link](https://x.com/OwlWealthy/status/2019538464363147304)  2026-02-05T22:27Z [----] followers, [---] engagements


"$RBLX Q4 tightened my thesis. The story is no longer can they catch the next viral hit Its can the platform consistently surface monetize and sustain great content at scale"  
[X Link](https://x.com/OwlWealthy/status/2019616239518380397)  2026-02-06T03:36Z [----] followers, [---] engagements


"The core bear case has been that $RBLX is hostage to unpredictable viral cycles. Q4 pushed back on that. Growth increasingly came from breadth not lightning strikes"  
[X Link](https://x.com/OwlWealthy/status/2019616243662352532)  2026-02-06T03:36Z [----] followers, [---] engagements


"Thats textbook platform maturation. When discovery creators and incentives reinforce each other growth becomes more predictable and durable. It materially de-risks the model and extends the runway for sustained 20%+ growth"  
[X Link](https://x.com/OwlWealthy/status/2019616245629517858)  2026-02-06T03:36Z [----] followers, [---] engagements


"This is the difference between a hit-driven app and a compounding platform. Long $RBLX"  
[X Link](https://x.com/OwlWealthy/status/2019616248217415697)  2026-02-06T03:36Z [----] followers, [---] engagements


"@Couch_Investor I truly dont understand why so many are quick to dismiss $UBER as a serious player in the AV era They have proof of concept running AVs on their network"  
[X Link](https://x.com/OwlWealthy/status/2019775118830899426)  2026-02-06T14:08Z [----] followers, [---] engagements


"Im curious why so many are quick to dismiss $UBER who already have AVs bookable on the $UBER app today in five cities and have partnerships with [--] AV tech companies - including WeRide which just announced they are bringing [----] robotaxi to Uber network in the Middle East. Plus WeRide does not appear to be some PR only player - they have 1000+ robotaxis deployed today We have to be past the 1st inning at least where you cant just dismiss Uber with well when Elon scales $TSLA Uber will be disrupted and have one foot in the grave. It will remain one of the great mysteries for me as an investor"  
[X Link](https://x.com/OwlWealthy/status/2019779703133880822)  2026-02-06T14:26Z [----] followers, [----] engagements


"SaaS investors 🚨 👇 Stay calm. Remember what papa Jensen told us - AI is NOT a tools replacement it is a human supplement/force multiplier Long $PLTR $NOW $MSFT"  
[X Link](https://x.com/OwlWealthy/status/2019786136130855393)  2026-02-06T14:51Z [----] followers, [---] engagements


"@GrindeOptions Yes just picked up more $AMZN Cyber Monday level deal :)"  
[X Link](https://x.com/OwlWealthy/status/2019802335115952156)  2026-02-06T15:56Z [----] followers, [---] engagements


"Networks are extremely hard to build and $UBER has by far the best in the world I agree some people will book thru their AI agent just as some people order McDonalds for delivery directly thru the McDonalds app; and some McDonald customers buy thru Uber Key is the freeing right level of convenience and price; and agents will pick the best offer which $UBER is well positioned to deliver with their network https://twitter.com/i/web/status/2019956665244647452 https://twitter.com/i/web/status/2019956665244647452"  
[X Link](https://x.com/OwlWealthy/status/2019956665244647452)  2026-02-07T02:09Z [----] followers, [--] engagements


"@Melissa09744266 Theres a lot of businesses that will face a similar challenge - Airbnb retailers etc provide the best offer to meet customer needs and their personalized agent will just order/buy/book on their behalf"  
[X Link](https://x.com/OwlWealthy/status/2019957090010399198)  2026-02-07T02:11Z [----] followers, [--] engagements


"@TechEquityEng @Melissa09744266 💯"  
[X Link](https://x.com/OwlWealthy/status/2019974903722803276)  2026-02-07T03:22Z [----] followers, [--] engagements


"Theres a common misconception about whats required for $RBLX to reach its next level of growth 📈 that growth depends on aging kids up as they get older. Thats not entirely true 🧵"  
[X Link](https://x.com/OwlWealthy/status/2020162797309419936)  2026-02-07T15:48Z [----] followers, [---] engagements


"Age-verification revealed something more interesting. The 18+ audience on $RBLX is larger and growing faster than many assumed Management said the 18+ cohort is growing 50%+ YoY. That changes the framing"  
[X Link](https://x.com/OwlWealthy/status/2020162799343661458)  2026-02-07T15:48Z [----] followers, [---] engagements


"It also changes the economics. $RBLX said the 18+ cohort monetizes roughly 40% higher than younger users. Higher spend different genres different expectations. This is higher-quality growth"  
[X Link](https://x.com/OwlWealthy/status/2020162801377984630)  2026-02-07T15:48Z [----] followers, [---] engagements


"Thats why the roadmap matters. Shooters RPGs sports racing higher fidelity competitive experiences. This isnt a small thing. Its infrastructure and genre expansion designed for adults. The platform is being built to support it"  
[X Link](https://x.com/OwlWealthy/status/2020162803517034754)  2026-02-07T15:48Z [----] followers, [---] engagements


"So the question for investors ISNT can $RBLX age kids up. Its can Roblox expand into adult-native experiences where monetization is structurally higher. If they execute TAM expansion is real not aspirational"  
[X Link](https://x.com/OwlWealthy/status/2020162805626773856)  2026-02-07T15:48Z [----] followers, [---] engagements


"I generally agree was just responding to the dismissal of it as an option earlier in the convo But in a world where we use voice more or where users already multihome to find the best option (price + convenience) across $UBER and Lyft why not have the agent do it I just dont see it as one or the other consumers will have different workflows https://twitter.com/i/web/status/2020165729459294469 https://twitter.com/i/web/status/2020165729459294469"  
[X Link](https://x.com/OwlWealthy/status/2020165729459294469)  2026-02-07T16:00Z [----] followers, [--] engagements


"@GenAIRoblox 🙏 U are a great follow for $RBLX and there are others including one of the early investor @honam People should join the $RBLX investor community where we all hang out and discuss :) https://x.com/i/communities/1938755490592498110 https://x.com/i/communities/1938755490592498110"  
[X Link](https://x.com/OwlWealthy/status/2020167709762417043)  2026-02-07T16:08Z [----] followers, [---] engagements


"@LS_trader1 Agreed the ones that are investing aggressively in AI. I also own $GS"  
[X Link](https://x.com/OwlWealthy/status/2020198569500975473)  2026-02-07T18:10Z [----] followers, [--] engagements


"@Melissa09744266 @TechEquityEng Thats a good point about $UBER brand and safety record convincing the agent to make the right decision on who to recommend/choose Not to mention the billions that will spent on AI advertising;)"  
[X Link](https://x.com/OwlWealthy/status/2020248697356054684)  2026-02-07T21:29Z [----] followers, [--] engagements


"2/ $RBLX rolled out age estimation and verification at global scale covering tens of millions of daily users. Very few platforms of this size have attempted that let alone executed it across regions"  
[X Link](https://x.com/OwlWealthy/status/2020991405590503440)  2026-02-09T22:41Z [----] followers, [---] engagements


"3/ $RBLX mgmt acknowledged modest short-term headwinds to engagement and bookings from the rollout. And yet last quarter growth accelerated monetization improved and older cohorts expanded faster"  
[X Link](https://x.com/OwlWealthy/status/2020991407331119309)  2026-02-09T22:41Z [----] followers, [---] engagements


"4/ Safety on $RBLX is just moderation. It enables: - Age-based matchmaking - Higher-quality social interactions - Better support for adult-native experiences - Greater regulatory resilience over time All contributing to a broader set of experiences the platform can support"  
[X Link](https://x.com/OwlWealthy/status/2020991409457623128)  2026-02-09T22:41Z [----] followers, [--] engagements


"6/ Platforms that can't serve all ages safely and in an age-relevant way will run out of TAM $RBLX is positioning safety as infra that protects long term growth and expands optionality Long"  
[X Link](https://x.com/OwlWealthy/status/2020991414533079119)  2026-02-09T22:41Z [----] followers, [---] engagements


"We are NOT bullish enough on AI What the author describes in this excellent article matches my non technical experience using AI at work On February 5th OpenAI released GPT-5.3 Codex. In the technical documentation they included this: "GPT-5.3-Codex is our first model that was instrumental in creating itself. The Codex team used early versions to debug its own training manage its own deployment and diagnose test results and evaluations." Read that again. The AI helped build itself. This isn't a prediction about what might happen someday. This is OpenAI telling you right now that the AI they"  
[X Link](https://x.com/OwlWealthy/status/2021416739574018204)  2026-02-11T02:51Z [----] followers, [---] engagements


"So $UBER is at risk because its top [--] cities concentration leaves it vulnerable to competition I see many fixed mindset investors on this platform that just want to win an argument rather then being open to have their mind changed"  
[X Link](https://x.com/OwlWealthy/status/2021596455962653017)  2026-02-11T14:45Z [----] followers, [---] engagements


"@GenAIRoblox Is it just me or is their execution accelerating Would be great to hear @DavidBaszucki share an update on how much their devs are using AI for coding"  
[X Link](https://x.com/OwlWealthy/status/2022138027452379466)  2026-02-13T02:37Z [----] followers, [---] engagements


"@Atticus44351 @EndicottInvests From what Ive read it is unclear at this stage how long they will last and at what level of monetization. Some say [--] yrs others say [--] Time will tell"  
[X Link](https://x.com/OwlWealthy/status/2022139962360315946)  2026-02-13T02:45Z [----] followers, [--] engagements


"On the call $RBLX management noted: A double-digit increase in unique experiences surfaced via AI-driven discovery Users now engaging with 24+ experiences per month up double digits YoY Experiences outside the top [--] growing faster than the top [--] This is no small matter. We are talking about moving from a hit game driven narrative to a platform https://twitter.com/i/web/status/2022315460532855193 https://twitter.com/i/web/status/2022315460532855193"  
[X Link](https://x.com/OwlWealthy/status/2022315460532855193)  2026-02-13T14:22Z [----] followers, [--] engagements


"This is what platform maturation on $RBLX looks like Growth broadens Risk disperses The ecosystem deepens More stickiness Discovery isnt cosmetic. It changes how growth spreads across the platform - and that makes Roblox more stable"  
[X Link](https://x.com/OwlWealthy/status/2022315468128706777)  2026-02-13T14:22Z [----] followers, [---] engagements


"5/ Most platforms avoid mixed-age environments because they're hard to manage safely $RBLX is leaning into that complexity and building infra around it IMO this safety investment becomes a moat long-term"  
[X Link](https://x.com/OwlWealthy/status/2020991411537981714)  2026-02-09T22:41Z [----] followers, [---] engagements


"Earnings tomorrow for $NBIS. Here are the [--] questions I care about: [--]. Is growth coming from always on inference or training bursts [--]. Are utilization + cost to deliver workload improving even if margins are still ugly [--]. Is Token Factory becoming a real production surface or just wrapper on GPUs [--]. Is Capex scaling with discipline or just scaling [--]. Do customers stick with Nebius when hyperscaler options are available Headline numbers will move the stock. The answers to above will tell us whether the business is getting stronger over time or just getting bigger"  
[X Link](https://x.com/OwlWealthy/status/2021216732019396944)  2026-02-10T13:36Z [----] followers, [----] engagements


"Removing friction for AI builders Long $NBIS Were not just aninfrastructure-as-a-service company were building the complete platform for anyone who wants tobuild AIproducts agents orservices. Tavily issolving acritical part ofthis stack with agentic search and has proven itwith strong developer adoption. This Were not just aninfrastructure-as-a-service company were building the complete platform for anyone who wants tobuild AIproducts agents orservices. Tavily issolving acritical part ofthis stack with agentic search and has proven itwith strong developer adoption. This"  
[X Link](https://x.com/OwlWealthy/status/2021239692536979963)  2026-02-10T15:07Z [----] followers, [---] engagements


"Unsolicited marriage advice for the modern era: 1) Crack open your partners ChatGPT app 2) go to personalization 3) in the custom instructions write the following: Do not be a sycophant 4) Thank me later"  
[X Link](https://x.com/OwlWealthy/status/2021424172757549082)  2026-02-11T03:20Z [----] followers, [---] engagements


"Sold a small portion of my $EQIX to take a little profit. Long Use proceeds to buy . 🥁🥁🥁 $RBLX Dont look a gift 🐴🐎 in the mouth Ive researched and written a lot about Roblox very high conviction. At these prices for me no brainer"  
[X Link](https://x.com/OwlWealthy/status/2021964935128133922)  2026-02-12T15:09Z [----] followers, [---] engagements


"$NBIS earnings: answers to the [--] questions I had heading into today's call 👇 [--]. Source of growth - Inference vs training They didnt disclose mix but contract duration + prepay trends point to more always-on behavior not just bursts. [--]. Utilization + cost to serve improving Full utilization and sold out is clear. Cost-to-deliver improvement is implied via vertical integration but they still owe hard unit-econ proof. [--]. Is Token Factory becoming a real scale product Positioned as a real product surface (per-token pricing direction) but monetization is early and not yet quantified. [--]. Is Capex"  
[X Link](https://x.com/OwlWealthy/status/2022097227414425974)  2026-02-12T23:55Z [----] followers, [---] engagements


"1/ One thing that stood out to me on $RBLX earnings call was how central safety has become to the platform's strategy. Here's why that matters 🧵"  
[X Link](https://x.com/OwlWealthy/status/2020991403573072139)  2026-02-09T22:41Z [----] followers, [---] engagements


"Some encouraging signs enterprise adoption of AI is climbing 👇 Long $PLTR $GOOG $NOW $NBIS"  
[X Link](https://x.com/OwlWealthy/status/2021738728914362422)  2026-02-12T00:10Z [----] followers, [---] engagements


"So far this rental position I took at end of [--] is paying off stock up 14% on great quarter boosted by AI demand. Check out thesis 👇 Q4 highlights: - fourth-quarter revenue of $2.49 billion compared with estimates of $2.38 billion. - Adjusted profit came in at [--] cents per share beating estimates of [--] cents per share - forecast first-quarter revenue of about $2.6 billion above the analysts' average estimate of $2.45 billion Established a rental position in $ANET well-positioned in cloud and AI networking. Dominates cloud infra expanding into AI data centers security and routing. As Ethernet"  
[X Link](https://x.com/OwlWealthy/status/2022090855813984278)  2026-02-12T23:30Z [----] followers, [---] engagements


"A seemingly small but important point from $RBLX earnings call earlier this week: discovery is doing more work than it used to and this work is critical to the Roblox growth story. Here's why that matters. 🧵"  
[X Link](https://x.com/OwlWealthy/status/2022315458263658595)  2026-02-13T14:22Z [----] followers, [---] engagements


"Better discovery doesnt just help users. It improves incentives for $RBLX creators. If smaller studios can reliably reach audiences more experimentation happens. More experimentation increases the odds of breakout successes. Thats compounding growth"  
[X Link](https://x.com/OwlWealthy/status/2022315466010611905)  2026-02-13T14:22Z [----] followers, [---] engagements


"$NBIS sits directly in the flow of a real spending shift: enterprises and AI-native builders moving from experimentation to persistent compute at scale. Long"  
[X Link](https://x.com/OwlWealthy/status/2022725170104881376)  2026-02-14T17:30Z [----] followers, [---] engagements


"7/ This creates a hard divide in software. Some companies expand into unconstrained markets. Others decay as AI bypasses them"  
[X Link](https://x.com/OwlWealthy/status/2013098088588607997)  2026-01-19T03:56Z [----] followers, [--] engagements


"@ballmatthew $RBLX wins"  
[X Link](https://x.com/OwlWealthy/status/2013098608954933658)  2026-01-19T03:58Z [----] followers, [--] engagements


"One analogy I find helpful (with limits): early AWS. AWS didnt start with a multi-act story - it started by productizing internal infrastructure and executing relentlessly. Optionality showed up after scale (managed services platform) through how customers depended on it"  
[X Link](https://x.com/OwlWealthy/status/2013411914265632796)  2026-01-20T00:43Z [----] followers, [---] engagements


"🤫 here is something that Wall St doesnt understand about $RBLX They are not driven by one hit game or another $RBLX is a unique hybrid of innovation AND transactional platform A platform that has attracted a critical mass of developers only to grow with AI tools that make it easier to build that will keep the compelling content coming for the flywheel to spin faster and faster https://twitter.com/i/web/status/2013603506184188026 https://twitter.com/i/web/status/2013603506184188026"  
[X Link](https://x.com/OwlWealthy/status/2013603506184188026)  2026-01-20T13:24Z [----] followers, [----] engagements


"Interesting to watch as a contrast to $RBLX age verification rollout Were rolling out age prediction on ChatGPT to help determine when an account likely belongs to someone under [--] so we can apply the right experience and safeguards for teens. Adults who are incorrectly placed in the teen experience can confirm their age in Settings Account. Were rolling out age prediction on ChatGPT to help determine when an account likely belongs to someone under [--] so we can apply the right experience and safeguards for teens. Adults who are incorrectly placed in the teen experience can confirm their age"  
[X Link](https://x.com/OwlWealthy/status/2013694594001621015)  2026-01-20T19:26Z [----] followers, [---] engagements


"Long $RBLX Roblox about to go boom post Q4 [----] earnings. $RBLX https://t.co/QmLDUeZQdV Roblox about to go boom post Q4 [----] earnings. $RBLX https://t.co/QmLDUeZQdV"  
[X Link](https://x.com/OwlWealthy/status/2014031477952991248)  2026-01-21T17:44Z [----] followers, [---] engagements


"A useful investor frame for AI: Energy goods bits information data intelligence Once you see AI as industrial-scale intelligence production the infrastructure layer starts to matter a lot more. Long $NBIS"  
[X Link](https://x.com/OwlWealthy/status/2014177652987335034)  2026-01-22T03:25Z [----] followers, [---] engagements


"Hot takes say OpenAI is losing relevance. CIO data says the opposite. Survey question: Which LLM are you working with the most today Long OpenAI"  
[X Link](https://x.com/OwlWealthy/status/2015064756437008627)  2026-01-24T14:10Z [----] followers, [---] engagements


"Source: RBC Capital Markets CIO Survey (2026)"  
[X Link](https://x.com/OwlWealthy/status/2015070641385349501)  2026-01-24T14:34Z [----] followers, [---] engagements


"Still a rental for me but Im bullish the market will come around on $ADBE and take it out of the penalty box The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't capable of this An explanation from @scottbelsky https://t.co/QQAujcYpBS The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't"  
[X Link](https://x.com/OwlWealthy/status/2015422017655198006)  2026-01-25T13:50Z [----] followers, [---] engagements


"Value trap or opportunity Positions in all - $NOW (long term) $ADBE (rental) $CRM (rental)"  
[X Link](https://x.com/OwlWealthy/status/2015443843374612652)  2026-01-25T15:17Z [----] followers, [---] engagements


"Long $ABNB .@Ahmad_Al_Dahle is joining as Airbnb's new CTO. Im often asked about our AI strategy. We believe pairing great design with frontier technology will help us improve the way people experience travel. Excited to build .@Ahmad_Al_Dahle is joining as Airbnb's new CTO. Im often asked about our AI strategy. We believe pairing great design with frontier technology will help us improve the way people experience travel. Excited to build"  
[X Link](https://x.com/OwlWealthy/status/2011500361941471498)  2026-01-14T18:07Z [----] followers, [---] engagements


"8/ Likely AI winners: $PLTR agents embedded in decision-making $NOW workflows are the work $MSFT context + distribution + trust $CRM agents tied to revenue execution $ADBE output-based creative labor at scale"  
[X Link](https://x.com/OwlWealthy/status/2013098090216001645)  2026-01-19T03:56Z [----] followers, [---] engagements


"9/ AI-era risks: Zendesk tickets get replaced not automated Atlassian managing humans not replacing work Dropbox storage without agency $DOCU feature not workflow $ZOOM meetings become data exhaust"  
[X Link](https://x.com/OwlWealthy/status/2013098091977576627)  2026-01-19T03:56Z [----] followers, [---] engagements


"$NBIS hot take: no flashy second acts no grand optionality story - and thats exactly why Im bullish. The upside is execution at scale. The optionality today is financial: stakes in Avride Toloka ClickHouse and others that give Nebius balance-sheet flexibility in a capital-intensive AI infra business. That flexibility matters because it can reduce the need for debt or dilution not force it. Any real operating optionality will be earned after scale through customer dependence - not promised upfront. Curious where others see future optionality emerging 👇 Long"  
[X Link](https://x.com/OwlWealthy/status/2013408338982134092)  2026-01-20T00:28Z [----] followers, [---] engagements


"I just finished a full bottoms-up evaluation of $NBIS using my tech stock framework. Score: [--] / [--] Strong execution real scale potential non-trivial risks. Im long $NBIS as part of my model growth portfolio. Here is the framework and summary analysis behind the score - full deep dive coming soon. Follow to get it first. https://twitter.com/i/web/status/2013791850813964672 https://twitter.com/i/web/status/2013791850813964672"  
[X Link](https://x.com/OwlWealthy/status/2013791850813964672)  2026-01-21T01:52Z [----] followers, [----] engagements


"Its crazy how sophisticated and detailed games are getting on $RBLX Just played this one very impressive Long"  
[X Link](https://x.com/OwlWealthy/status/2015100807885041983)  2026-01-24T16:34Z [----] followers, [---] engagements


"Music industry is taking $RBLX very seriously Long Excited to announce @machinegunkelly will be making an appearance in Hide or Die starting today at 1pm CST for the next week. This has been a super fun integration to make and were thrilled to see what you all think https://t.co/1405e2tglD Excited to announce @machinegunkelly will be making an appearance in Hide or Die starting today at 1pm CST for the next week. This has been a super fun integration to make and were thrilled to see what you all think https://t.co/1405e2tglD"  
[X Link](https://x.com/OwlWealthy/status/2015487657187451056)  2026-01-25T18:11Z [----] followers, [---] engagements


"I had $RBLX entering China on my bingo card to get to 1B DAU :) 🔍 Roblox China Preparations Heating Up 🔍 Tencents recruitment page shows 5+ roles for Roblox (Rob Lesse) in Shenzhen with the latest posting on Jan [--] [----]. Roles include Game Operation Business Cooperation Manager and China Publishing Lead. Another strong signal that the https://t.co/NYWExb3snz 🔍 Roblox China Preparations Heating Up 🔍 Tencents recruitment page shows 5+ roles for Roblox (Rob Lesse) in Shenzhen with the latest posting on Jan [--] [----]. Roles include Game Operation Business Cooperation Manager and China"  
[X Link](https://x.com/OwlWealthy/status/2015802501077844136)  2026-01-26T15:02Z [----] followers, [---] engagements


"To understand $NBIS you first have to understand what came before it. Long before AI infrastructure became fashionable Nebius co-founder and CEO Arkady Volozh spent decades building Yandex into one of the most sophisticated technology companies ever created outside the United States. Often described as Russias Google Yandex was not just a consumer internet success but a deeply technical institution known for original search mapping mobility and infrastructure capabilities. By the time Yandex went public on NASDAQ in [----] Volozh had already done what most founders never do: build a company"  
[X Link](https://x.com/OwlWealthy/status/2016343148692140148)  2026-01-28T02:50Z [----] followers, [----] engagements


"Posting for future receipts to be collected when experts calling for end of gaming/ $RBLX are proven wrong Know what you own I bought more $RBLX shares on the dip today. Never look a gift horse in the mouth 😉 Googles Genie is very impressive tech but it creates scenes not games. No mechanics no goals no social layer no economy. You can walk around for [--] seconds. Thats it. And Im sure it I bought more $RBLX shares on the dip today. Never look a gift horse in the mouth 😉 Googles Genie is very impressive tech but it creates scenes not games. No mechanics no goals no social layer no economy."  
[X Link](https://x.com/OwlWealthy/status/2017369301007687733)  2026-01-30T22:48Z [----] followers, [---] engagements


"Roblox is quietly becoming a core advertising platform for Gen Z and Gen Alpha. At CES [----] $RBLX rolled out immersive homepage ads scaled rewarded video (90%+ completion rates) and expanded programmatic access via Amazon DSP and others. 151M DAUs. Brand budgets are following attention. Ads on Roblox are shifting from experiment to always-on. Notable brand partners mentioned in blog post: Entertainment: Seven of the [--] top-grossing U.S. domestic films last year activated on the platform. Universals Jurassic World Rebirth delivered approximately [--] billion impressions this past summer and"  
[X Link](https://x.com/OwlWealthy/status/2008612733063668110)  2026-01-06T18:52Z [----] followers, [---] engagements


"This is a great deep dive on $RBLX age estimation They are dong something no worries ther company of any meaningful scale will s doing today in terms of safety. Of course there will be hiccups but they are navigating a completely green field with 151M DAU Safety is a growing moat for Roblox Long $RBLX https://podcasts.apple.com/ca/podcast/roblox-tech-talks/id1576801701i=1000744170351 https://podcasts.apple.com/ca/podcast/roblox-tech-talks/id1576801701i=1000744170351 https://podcasts.apple.com/ca/podcast/roblox-tech-talks/id1576801701i=1000744170351"  
[X Link](https://x.com/OwlWealthy/status/2011164677699498386)  2026-01-13T19:53Z [----] followers, [---] engagements


"If you view $NBIS through a capital-structure lens you'll see its ownership stakes in ClickHouse Avride Toloka and TripleTen NOT as growth engines.but. financing flexibility in a GPU-heavy business where timing matters. Optionality here isnt about upside surprise its about avoiding forced moves. https://twitter.com/i/web/status/2015941020110803273 https://twitter.com/i/web/status/2015941020110803273"  
[X Link](https://x.com/OwlWealthy/status/2015941020110803273)  2026-01-27T00:12Z [----] followers, [---] engagements


"Continuous AI operation requires low cost inference also right up $NBIS alley Long both $NBIS and $DOCN BofA Raises PT on $DOCN to $72 from $60 - Buy Analyst comments: "Digital Ocean is trading higher as agentic AI assistants specifically Clawdbot gain traction across developer communities showing agentic AI is more immediate and deployable than previously understood. Clawdbot BofA Raises PT on $DOCN to $72 from $60 - Buy Analyst comments: "Digital Ocean is trading higher as agentic AI assistants specifically Clawdbot gain traction across developer communities showing agentic AI is more"  
[X Link](https://x.com/OwlWealthy/status/2016116467595407470)  2026-01-27T11:49Z [----] followers, [---] engagements


"Cost per reliable output determines who compounds. Thats the real test for AI infrastructure companies as workloads move into production. My deep dive on $NBIS breaks down what that means in practice. 👇 https://www.thewealthyowl.com/post/nebius-building-the-cost-efficient-ai-factory https://www.thewealthyowl.com/post/nebius-building-the-cost-efficient-ai-factory"  
[X Link](https://x.com/OwlWealthy/status/2017253645046149370)  2026-01-30T15:08Z [----] followers, [----] engagements


"I bought more $RBLX shares on the dip today. Never look a gift horse in the mouth 😉 Googles Genie is very impressive tech but it creates scenes not games. No mechanics no goals no social layer no economy. You can walk around for [--] seconds. Thats it. And Im sure it will improve but its not all of a sudden a new immersive UGC social platform. Roblox isnt about generating worlds. Its about turning worlds into playable social monetizable systems at scale. Tools get better. Platforms capture the value. https://twitter.com/i/web/status/2017349588970062315"  
[X Link](https://x.com/OwlWealthy/status/2017349588970062315)  2026-01-30T21:29Z [----] followers, [----] engagements


"Dont forget that $RBLX is an incredibly innovative company and its not like theyve been sitting on their hands wrt world models In fact 👇 heres their CEO demoing their world model inside Roblox. NOT live yet so they still have to follow through on execution What happens when you put a world model trained on proprietary Roblox game data in the hands of 151M DAU 💥 Our CEO @DavidBaszucki shares how new AI world models could help enhance creators' vision making it easier to build higher-quality experiences shape worlds intuitively create smarter NPCs and turn ideas into shared experiences"  
[X Link](https://x.com/OwlWealthy/status/2018015324948361346)  2026-02-01T17:35Z [----] followers, [----] engagements


"@gabrelyanov Now thats conviction :) Too add to the conversation check out my hot off the press deep dive Long $NBIS https://www.thewealthyowl.com/post/nebius-building-the-cost-efficient-ai-factory https://www.thewealthyowl.com/post/nebius-building-the-cost-efficient-ai-factory"  
[X Link](https://x.com/OwlWealthy/status/2018057682276528308)  2026-02-01T20:23Z [----] followers, [---] engagements


"Ive owned $PLTR for [---] yrs and I have to admit wrt todays earnings report Im the most confused 😕 ive been about how the market will react in short term despite what im sure will be a pretty impeccable earnings. Could see the reaction going either way - I was a little surprised by the markets reaction to $MSFT & $NOW last week The reason: My mortgage is coming due in April and Id like a little more cashflow flexibility so im thinking I will sell a little pre earnings to avoid short term depression ;) it wont be a significant portion more of a small hedge on the uncertainty I feel going into"  
[X Link](https://x.com/OwlWealthy/status/2018357211534143678)  2026-02-02T16:13Z [----] followers, [---] engagements


"@mindthelongterm Hope so. If I remember correctly they had what I thought was a stellar quarter (accelerating growth) but saw a decline the next day 🤷"  
[X Link](https://x.com/OwlWealthy/status/2018376511292633482)  2026-02-02T17:30Z [----] followers, [--] engagements


"@GrindeOptions $RBLX"  
[X Link](https://x.com/OwlWealthy/status/2018422963423301690)  2026-02-02T20:35Z [----] followers, [---] engagements


"$PLTR just delivered another beat-and-raise. Q4 revenue +70% YoY to $1.4B vs $1.3B est. EPS $0.25 vs $0.23 est. Q1 guide $1.5B vs $1.3B est. FY guide $7.2B vs $6.3B est. Woot woot"  
[X Link](https://x.com/OwlWealthy/status/2018431420964753512)  2026-02-02T21:08Z [----] followers, [---] engagements


"@danielisdizzy Lots of financing optionality"  
[X Link](https://x.com/OwlWealthy/status/2018448318897279150)  2026-02-02T22:15Z [----] followers, [----] engagements


"One of the key metrics I track to ensure my thesis for $PLTR holds is customer count growth. When QoQ adds compound quietly youre watching a platform form in real time. $PLTR Q4 25: 📈Customer count grew 34% year-over-year and 5% quarter-over-quarter Q3 25: 📈 Customer count grew 45% year-over-year and 7% quarter-over-quarter Q2 25: 📈 Customer count grew 43% year-over-year and 10% quarter-over-quarter Q1 25: 📈 Customer count grew 39% year-over-year and 8% quarter-over-quarter Q4 24: 📈 Customer count grew 43% year-over-year and 13% quarter-over-quarter"  
[X Link](https://x.com/OwlWealthy/status/2018520582741000252)  2026-02-03T03:03Z [----] followers, [---] engagements


"Even Morningstar is coming around on $PLTR"  
[X Link](https://x.com/OwlWealthy/status/2018687405243425166)  2026-02-03T14:05Z [----] followers, [---] engagements


"$PLTR ER out the door 📈📈🚀 Next up for me in terms of largest positions in my portfolio: $UBER (tomorrow) - Can Uber turn AI-driven efficiency into durable margins while positioning itself as the indispensable platform for autonomous vehicles $RBLX (Thurs) - Can Roblox increase monetization per user while keeping creators profitable and engaged https://twitter.com/i/web/status/2018698637685956959 https://twitter.com/i/web/status/2018698637685956959"  
[X Link](https://x.com/OwlWealthy/status/2018698637685956959)  2026-02-03T14:50Z [----] followers, [---] engagements


"The most underrated AI stock $RBLX just made some big AI announcements 👇 They are shortening the path from imagination to gameplay. Type an idea it becomes a playable system players stay longer. The flywheel gets stronger Long $RBLX 🦉 Today were launching 4D generation powered by our Cube Foundation Model. Creators can build experiences that let players create interactive 3D objects like cars planes and more. This is just the beginning see what's next with AI-powered creation. 1/4 https://t.co/LutYLUbeXo https://t.co/AekRgO59F6 Today were launching 4D generation powered by our Cube"  
[X Link](https://x.com/OwlWealthy/status/2019256688055136735)  2026-02-05T03:48Z [----] followers, [---] engagements


"Q4 [----] wasnt just a blowout quarter. It was a validation quarter. Bookings grew 63% YoY without needing a new mega-viral hit. Engagement expanded across more experiences not just the biggest titles"  
[X Link](https://x.com/OwlWealthy/status/2019616241493717220)  2026-02-06T03:36Z [----] followers, [---] engagements


"@_LiarsDice_ @Couch_Investor Of course https://www.thewealthyowl.com/post/uber-s-ride-to-resilience-uber-s-transformation-and-investment-potential https://www.thewealthyowl.com/post/uber-s-ride-to-resilience-uber-s-transformation-and-investment-potential"  
[X Link](https://x.com/OwlWealthy/status/2019850858691981431)  2026-02-06T19:09Z [----] followers, [--] engagements


"@AnthonyinOC68 @ronrule Hmm do we think $GOOG throws off money Results promises"  
[X Link](https://x.com/OwlWealthy/status/2019851893816844321)  2026-02-06T19:13Z [----] followers, [--] engagements


"@dabagboy @ronrule @grok Lame"  
[X Link](https://x.com/OwlWealthy/status/2019893857492824112)  2026-02-06T21:59Z [----] followers, [--] engagements


"Rides: Waymo is now a real business on $Uber Waymos fully driverless service is now live on Uber in Austin and Atlanta with expanding zones and growing fleets. For the first time AV trips are showing up in real rider behavior data. This validates the idea that Uber becomes the hybrid layer: human-driven where necessary autonomous where available with Uber routing intelligently between both. Waymos city-by-city approach still leaves Uber dependent on how fast partners scale coverage and the opportunity for competitors to strike out $LYFT. AV supply cant expand faster than the partners"  
[X Link](https://x.com/OwlWealthy/status/1986447469543084297)  2025-11-06T14:55Z [----] followers, [--] engagements


"Rides: $Uber widened the supply funnel New partners deepen optionality. May Mobility is deploying Toyota Autono-MaaS shuttles through Uber in Texas. Lucid + Nuro plan more than [-----] robotaxis over six years coming online in [----]. More OEMs are exploring white-label autonomy powered by Ubers demand. OEM and AV timelines tend to slip. Motionals pause in [----] shows why diversification matters but it also shows timelines remain unpredictable. https://twitter.com/i/web/status/1986447479269658744 https://twitter.com/i/web/status/1986447479269658744"  
[X Link](https://x.com/OwlWealthy/status/1986447479269658744)  2025-11-06T14:56Z [----] followers, [--] engagements


"Model growth portfolio holding $DOCN Watching their upcoming earnings for signs of #GenAI life https://finance.yahoo.com/news/digitalocean-holdings-set-join-p-213800973.html https://finance.yahoo.com/news/digitalocean-holdings-set-join-p-213800973.html"  
[X Link](https://x.com/OwlWealthy/status/1785666383029694877)  2024-05-01T13:43Z [----] followers, [---] engagements


"11 #AI stocks next in line as Magnificent [--] growth slows: Goldman Sachs These COs whose revenues and earnings are set to get 🚀 from AI implementation are valued much more reasonably than AI high ✈ to date ACV Auctions $ACVA Our appraisal solutions incorporate AI imaging for damage detection and real-time localized pricing that is condition-enhanced based on millions of inspections in our data mode. It's still early days in this category but we believe self-inspection can unlock a number of long-term growth opportunities including TAM expansion." Commvault $CVLT And with our recent Clumio"  
[X Link](https://x.com/OwlWealthy/status/1860742065350427008)  2024-11-24T17:47Z [----] followers, [---] engagements


"$PLTR 6%+ Pre-market open Tomorrow AIPCon New customer announcements include Heineken Walgreens R1 RCM RaceTrac Ripcord and more. The next wave of Warp Speed customers will also showcase how they are re-industrializing American manufacturing including Red Cat Saildrone Saronic SNC and Ursa Major. Other customer speakers include AT&T Anduril TWG Global Lennar KKR Owens Corning Delta Air Lines L3Harris Parexel Wendys QSCC JD Power and many more. Looking at our Palantir commercial tracker there were nine logos included in the announcement that we previously were not aware of compared with three"  
[X Link](https://x.com/OwlWealthy/status/1899809658820235544)  2025-03-12T13:08Z [----] followers, [----] engagements


"ServiceNow is leaning hard into AI-driven demand $NOW just crushed Q2. EPS of $4.09 vs $3.57 est. revenue $3.22B vs $3.12B est. Subscription revenue surged 23% to $3.11B. Guidance raised to $12.775$12.795B. Shares jumped 7% after hours. Q2 was a spectacular quarter across the board CFO Gina Mastantuono. Every business process in every industry is being refactored for agentic AI CEO Bill McDermott. https://twitter.com/i/web/status/1948268361844195601 https://twitter.com/i/web/status/1948268361844195601"  
[X Link](https://x.com/OwlWealthy/status/1948268361844195601)  2025-07-24T06:25Z [----] followers, [---] engagements


"AI infrastructure isnt about GPUs anymore. Its about cost per reliable output at scale. I just published a deep dive on $NBIS covering market structure unit economics leadership valuation risk and what needs to go right as AI moves into production. Long bottoms-up analysis 👇 https://www.thewealthyowl.com/post/nebius-building-the-cost-efficient-ai-factory https://www.thewealthyowl.com/post/nebius-building-the-cost-efficient-ai-factory"  
[X Link](https://x.com/anyuser/status/2017005932782182460)  2026-01-29T22:44Z [----] followers, [----] engagements

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