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# ![@P_Earns24 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1636221726840307715.png) @P_Earns24 Pivot Point Investing

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

### Engagements: [-----] [#](/creator/twitter::1636221726840307715/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1636221726840307715/c:line/m:interactions.svg)

- [--] Week [------] +18%
- [--] Month [-------] +6.10%
- [--] Months [-------] -87%
- [--] Year [---------] +197,391%

### Mentions: [--] [#](/creator/twitter::1636221726840307715/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1636221726840307715/c:line/m:posts_active.svg)

- [--] Week [--] -14%
- [--] Month [---] +77%
- [--] Months [---] +152%
- [--] Year [-----] +22,200%

### Followers: [-----] [#](/creator/twitter::1636221726840307715/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1636221726840307715/c:line/m:followers.svg)

- [--] Week [-----] +0.31%
- [--] Month [-----] +17%
- [--] Months [-----] +138%
- [--] Year [-----] +32,314%

### CreatorRank: [-------] [#](/creator/twitter::1636221726840307715/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1636221726840307715/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  78.57% [stocks](/list/stocks)  53.17% [technology brands](/list/technology-brands)  39.68% [cryptocurrencies](/list/cryptocurrencies)  5.56% [celebrities](/list/celebrities)  3.17% [automotive brands](/list/automotive-brands)  3.17% [social networks](/list/social-networks)  2.38% [countries](/list/countries)  0.79%

**Social topic influence**
[$amzn](/topic/$amzn) #172, [in the](/topic/in-the) 11.9%, [ai](/topic/ai) 11.9%, [$amd](/topic/$amd) #157, [$goog](/topic/$goog) #67, [growth](/topic/growth) 8.73%, [$pltr](/topic/$pltr) #543, [stocks](/topic/stocks) #4951, [company](/topic/company) 6.35%, [pltr](/topic/pltr) #451

**Top accounts mentioned or mentioned by**
[@joecarlsonshow](/creator/undefined) [@amitisinvesting](/creator/undefined) [@holysmokas](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@unusualwhales](/creator/undefined) [@wealthmatica](/creator/undefined) [@mrderivatives](/creator/undefined) [@thelonginvest](/creator/undefined) [@truedat999](/creator/undefined) [@futurenvesting](/creator/undefined) [@trumpdailyposts](/creator/undefined) [@stockmktnewz](/creator/undefined) [@zerohedge](/creator/undefined) [@fundrisefan](/creator/undefined) [@adamfeuerstein](/creator/undefined) [@qualityinvest5](/creator/undefined) [@pronkdaniel](/creator/undefined) [@joegar44](/creator/undefined) [@jrupena](/creator/undefined) [@billackman](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Advanced Micro Devices (AMD)](/topic/$amd) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Metadium (META)](/topic/$meta) [ZetaChain (ZETA)](/topic/$zeta) [RAI Finance (SOFI)](/topic/$sofi) [Salesforce Inc (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Tesla, Inc. (TSLA)](/topic/$tsla) [Netflix Inc (NFLX)](/topic/$nflx) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [S&P Global Inc (SPGI)](/topic/$spgi) [Shopify Inc (SHOP)](/topic/$shop) [MercadoLibre Inc (MELI)](/topic/$meli) [ImmunityBio, Inc. Common Stock (IBRX)](/topic/$ibrx) [Now Coin (NOW)](/topic/$now) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Moody's Corporation (MCO)](/topic/$mco) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Broadcom, Inc. (AVGO)](/topic/$avgo) [69Coin (69)](/topic/$69) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Figma, Inc. (FIG)](/topic/$fig)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@joecarlsonshow Tough when the monopolistic cornerstones of your portfolio that are supposed to be low volatility compounders are selling off +5% multiple days a week. This is not how the are supposed to act. $SPGI and $MCO are supposed to counter balance the high beta growth stocks"  
[X Link](https://x.com/P_Earns24/status/2021288993632157864)  2026-02-10T18:23Z [----] followers, [----] engagements


"People still buying $PYPL today after they just fired their newly appointed CEO who was supposed to turn around the business and are now reporting stagnating profitability and slowing growth in a fiercely competitive industry in fintech"  
[X Link](https://x.com/P_Earns24/status/2021971948268609644)  2026-02-12T15:37Z [----] followers, [----] engagements


"Love the company their business model and their fundamentals. However for my own personal risk tolerance the valuation is just too expensive. Again not saying its overvalued because their fundamentals are some of the most insane Ive ever seen but to me its still far too expensive for me to buy in. It just dropped 40% and could drop another 40% from here and still be the most expensive software stock in the market by a long shot. Some people arent concerned about that and their risk tolerance allows that. For me its a no go. And thats okay plenty of other opportunities I feel more comfortable"  
[X Link](https://x.com/P_Earns24/status/2022777993069052049)  2026-02-14T21:00Z [----] followers, [----] engagements


"I asked ChatGPT Gemini Pro and Grok the following question: If I gave you [--] million dollars to invest into the stock market what [--] stocks would you buy to maximize returns over the next 10-20 years trying to beat the S&P500 The only [--] stocks they all shared in common $AMZN $META $AVGO $SHOP $MELI"  
[X Link](https://x.com/P_Earns24/status/2023063935059218713)  2026-02-15T15:56Z [----] followers, [---] engagements


"$IBRX THE SHORT SQUEEZE IS NOT OVER Much of the data suggests the run to $8 was just the warm up. And another violent squeeze to new highs could be imminent. Even after the run to $8 there is still 36% Short Interest. AKA Shorts didn't fully cover their positions. In fact data shows they doubled down hence the tiny selloff at $8. Short sellers are stubborn but they are now trapped. But shorts are forgetting The Bear Case has been Destroyed. The FDA confirmed NO new trials needed. The potential [--] year trial delay is now gone. $IBRX is already in the process of resubmitting the newly requested"  
[X Link](https://x.com/P_Earns24/status/2015833649418244163)  2026-01-26T17:06Z [----] followers, [----] engagements


"And yet it still trades an over 90x price to sales. Even if their stock price got cut in half tomorrow and went down to $75 they would still trade at one of the most expensive valuations in their industry at over 45x price to sales. The valuation risk with $PLTR cannot be understated. https://twitter.com/i/web/status/2016745935620231475 https://twitter.com/i/web/status/2016745935620231475"  
[X Link](https://x.com/P_Earns24/status/2016745935620231475)  2026-01-29T05:31Z [----] followers, [----] engagements


"The market is irrational in both directions. Remember when $CRCL ran from $69 to $263 $CRWV ran from $40 to $180 $NBIS ran from $20 to $130 $FIG ran from $33 to $120 Then they all corrected a reversion to the mean always happens. The same thing happens in the other direction as well stocks sell off WAY more than rationally logical and we will see a reversion to the mean higher in SaaS. $ADBE $NOW $CRM $DUOL $ZETA $AXON https://twitter.com/i/web/status/2018700983417933953 https://twitter.com/i/web/status/2018700983417933953"  
[X Link](https://x.com/P_Earns24/status/2018700983417933953)  2026-02-03T14:59Z [----] followers, [----] engagements


"$NFLX (May [----] @ $170): The Narrative: Streaming is a commodity. Disney+ is cheaper. They can't raise prices. The growth story is over. The Reality: Netflix had the data moat. They knew exactly what people watched and used that to reduce churn. The stock is up 400% since those "dead" days. $META (Nov [----] @ $88): The Narrative: TikTok has won. Facebook is for boomers. Zuckerberg is burning billions on the Metaverse. The Reality: Meta had the network effect. Everyone was still on Instagram and WhatsApp. The stock is up 500% since. $DUOL (Feb [----] @ $120): The Narrative: AI has won. The app is"  
[X Link](https://x.com/P_Earns24/status/2018916601610092909)  2026-02-04T05:16Z [----] followers, [---] engagements


"@wealthmatica Watching @Futurenvesting interview with Anthony Noto made me even more bullish on $SOFI which I didnt think was possible. This man has a vision and Sofi is going to be the next [---] billion market cap banking behemoth. The runway for growth is insane"  
[X Link](https://x.com/P_Earns24/status/2020256638469616084)  2026-02-07T22:01Z [----] followers, [---] engagements


"For the high-conviction investor volatility is a welcome surprise. Seeing a fundamentally strong stock trade deep into the red while youre still building out your initial position is the ultimate gift. $ZETA"  
[X Link](https://x.com/P_Earns24/status/2020261338908639526)  2026-02-07T22:20Z [----] followers, [----] engagements


"So @Futurenvesting interviewed $SOFI CEO Anthony Noto @wealthmatica interviewed $ZETA CEO David Steinberg @amitisinvesting interviewed $HOOD CEO Vlad Tenev When is @joecarlsonshow interviewing $AMZN CEO Andy Jassy"  
[X Link](https://x.com/P_Earns24/status/2020346361556922453)  2026-02-08T03:58Z [----] followers, [---] engagements


"In July of [----] $AMZN stock traded at $172. Nearly [--] years later in [----] $AMZN stock trades at $210. Thats a compound annual growth rate of around 3% per year. However since [----] Amazons revenue has more than doubled their operating cash flow has more than doubled their EPS has increases 600% and they have become the worlds leading robotics manufacturer. Price follows fundamentals. eventually. The disconnect here is massive. I spend hours every day hunting for dislocated high quality stocks like this so you don't have to. The amount of returns Amazon stock will generate for investors over the"  
[X Link](https://x.com/P_Earns24/status/2020538735562305719)  2026-02-08T16:42Z [----] followers, [---] engagements


"@adamfeuerstein Hes made life changing wealth calling $PLTR and $AMD . Were those calls idiotic"  
[X Link](https://x.com/P_Earns24/status/2020575520459727334)  2026-02-08T19:08Z [----] followers, [---] engagements


"The ALC portfolio is getting annihilated first $DUOL now $HIMS . What people dont realize is this is exactly when the high-conviction investor makes their generational wealth. How soon people forget about you stockpiling $PLTR sub $10 $SPOT sub $100 and $AMD sub $10 when everyone else was calling them dying companies. Keep winning brother. https://twitter.com/i/web/status/2020872071719551132 https://twitter.com/i/web/status/2020872071719551132"  
[X Link](https://x.com/P_Earns24/status/2020872071719551132)  2026-02-09T14:47Z [----] followers, [----] engagements


"When people finally realize the code behind $DUOL app is not their moat its their decades worth of proprietary data theyve collected and how they use it to make the best and most addictive language learning app on planet earth this stock is going to sky rocket back to all-time highs. Especially as investors realize AI is actually a tailwind for them as it helps lower the cost of content creation and margin expansion. https://twitter.com/i/web/status/2020882628615045271 https://twitter.com/i/web/status/2020882628615045271"  
[X Link](https://x.com/P_Earns24/status/2020882628615045271)  2026-02-09T15:28Z [----] followers, [---] engagements


"@QualityInvest5 The fact that they dont create their own content and have to license other peoples IP is and of itself a headwind on margin expansion and always will be. $DUOL and $NFLX dont have that problem 👀"  
[X Link](https://x.com/P_Earns24/status/2021263565575856371)  2026-02-10T16:42Z [----] followers, [---] engagements


"$SPGI is now back at the same price it was trading at [--] years ago in the Spring of [----]. Zero gains for [--] years is a tough pill to swallow for a compounding machine"  
[X Link](https://x.com/P_Earns24/status/2021321937717428467)  2026-02-10T20:34Z [----] followers, [---] engagements


"@wealthmatica The market will often give you irrational exuberance. And you also get irrational fear. This is obviously the latter"  
[X Link](https://x.com/P_Earns24/status/2021328367946170623)  2026-02-10T21:00Z [----] followers, [---] engagements


"@PronkDaniel See Ben Affleck interview for AI disrupting creative content seems pretty on point and accurate"  
[X Link](https://x.com/P_Earns24/status/2021992105535844621)  2026-02-12T16:57Z [----] followers, [---] engagements


"@joe_gar44 @joecarlsonshow I started buying at $180 which is where I believe it was an attractive valuation for the amount they are growing. And I have continued to add all the way down to $100 as the valuation has continued to get increasingly attractive"  
[X Link](https://x.com/P_Earns24/status/2022736923811549651)  2026-02-14T18:17Z [----] followers, [--] engagements


"@joecarlsonshow See Ben Affleck interview for a solid thesis on why AI will never replace creative content"  
[X Link](https://x.com/P_Earns24/status/2022006410817699903)  2026-02-12T17:54Z [----] followers, [----] engagements


"Present execution matters vastly because market sentiment changes and $DUOL continuing to execute is what will change that sentiment just like it did for $GOOG The market will eventually realize the code behind their language learning app is not their moat. Yes anyone can vibe code a language learning app. Duolingos moat is their decades worth of propriety data theyve collected allowing them to perfect the user interface and addictive experience as well as their millions of daily active users and the network effect and distribution. https://twitter.com/i/web/status/2022727326564520381"  
[X Link](https://x.com/P_Earns24/status/2022727326564520381)  2026-02-14T17:39Z [----] followers, [---] engagements


"@JRupena $HOOD What is their moat besides a nice user interface The main offering is a free brokerage application"  
[X Link](https://x.com/P_Earns24/status/2022711139805655335)  2026-02-14T16:34Z [----] followers, [---] engagements


"Not every financial YouTuber is worth listening to in fact most are not and Ive watched more content on YouTube than most. But if you are going to pick one person to follow it should be @joecarlsonshow Started investing in [----] and buying stocks like Twilio Upstart Teledoc Snapchat etc. Once I started watching his content I changed my investing style to high quality monopolistic cash flow generating behemoths. AKA compounding machines. His content has literally changed my life and has allowed me to have the possibility of FIRE (Financial Independence Retire Early). Current portfolio shown"  
[X Link](https://x.com/anyuser/status/1939389172097454358)  2025-06-29T18:23Z [----] followers, 127.2K engagements


"Just to remind everyone. In Q1 [----] $PLTR increased their revenue by [--] million dollars. Also since Q1 [----] $PLTR has grown their market cap by [---] billion dollars. This means for every [--] million dollars in revenue growth $PLTR is also growing their market cap by [--] billion dollars. Make it make sense"  
[X Link](https://x.com/anyuser/status/1945132258802954299)  2025-07-15T14:44Z [----] followers, 10.7K engagements


"@HolySmokas $AMD running to $200 by end of year 🚀 Secular AI tailwinds ✅ Continuous analyst upgrades ✅ Upward momentum ✅ Revenue growth reacceleration phase ✅ Strong future product line up MI350 & [---] ✅ Confident CEO ✅ Still intrinsically undervalued ✅"  
[X Link](https://x.com/anyuser/status/1945190686061682958)  2025-07-15T18:36Z [----] followers, [----] engagements


"@unusual_whales Dont worry youll just refinance in [--] months Every real estate agent in [----] currently ghosting your calls. 📞👻"  
[X Link](https://x.com/anyuser/status/1947310517636218938)  2025-07-21T14:59Z [----] followers, [----] engagements


"If you liked $BMNR at $60 a share you better love $BMNR at $35 a share. Nothing has fundamentally changed about the company they are still pursuing the same strategy of accumulating $ETH The only difference is it costs half as much to own the company. Do you buy the things you want when they go on sale or when they are marked up"  
[X Link](https://x.com/anyuser/status/1989749509904347299)  2025-11-15T17:37Z [----] followers, [----] engagements


"In [----] my portfolio was $750000. Four years later Ive tripled that to $2.2 million. Key Strategy: Asymmetric bets in dislocated high-quality companies when sentiment turns negative. The wins that got us here: ✅ $AMD sub $80 ✅ $SOFI sub $5 ✅ $GOOG sub $150 ✅ $ASML sub $600 My high-conviction bets for [----] 🚀 $MELI $GRAB $TMDX $DUOL & $ZETA. The goal is a $4M portfolio by [----]. Give me a follow and lets see where the market takes us📈 https://twitter.com/i/web/status/2013025031463522744 https://twitter.com/i/web/status/2013025031463522744"  
[X Link](https://x.com/anyuser/status/2013025031463522744)  2026-01-18T23:05Z [----] followers, [----] engagements


"I think $NOW is one of the best companies to buy during this SaaS selloff. They are only going to get more important as a centralized control tower for agentic AI in the IT space and their software is only going to become more important and more integrated and engrained. They are still reporting revenue growth over 20% YoY and have sold off more than 50% from the highs. https://twitter.com/i/web/status/2022378465228738566 https://twitter.com/i/web/status/2022378465228738566"  
[X Link](https://x.com/P_Earns24/status/2022378465228738566)  2026-02-13T18:32Z [----] followers, [----] engagements


"Bigger than Type [--] Diabetes but completely under the radar. [--] million people are walking around with a comprised immune system and have no idea. This needs to be fixed now. Long $IBRX I challenge our policy makers to enter into any AI model -Claude/ perplexity and ask the question : how does lymphopenia relate to longevity health and cancer and what is its incidence in the US population. Next ask how well recognized is the condition of lymphopenia Next can I challenge our policy makers to enter into any AI model -Claude/ perplexity and ask the question : how does lymphopenia relate to"  
[X Link](https://x.com/P_Earns24/status/2022742541893013695)  2026-02-14T18:39Z [----] followers, [----] engagements


"I think what a lot of people dont understand is that this SaaS apocalypse and companies like $ADBE $CRM $NOW and $ZETA selling off is NOT because people think they will become completely obsolete or go bankrupt. Big money is selling these companies off because for the past decade SaaS has traded at an extremely high multiple because they were considered the highest quality form of recurring and reliable revenue. The threat of AI **potentially** resulting in seat compression cheaper alternatives and a slowdown in revenue growth is simply a fundamental re-rating of SaaS companies to a lower"  
[X Link](https://x.com/P_Earns24/status/2022776134010835066)  2026-02-14T20:53Z [----] followers, [---] engagements


"@HolySmokas $AMZN"  
[X Link](https://x.com/P_Earns24/status/2022852330518192434)  2026-02-15T01:55Z [----] followers, [---] engagements


"I def dont think its going to be the next $PLTR but based on my own research I think if they continue to execute at a high level and prove the narrative wrong that AI is disrupting their business then they can provide market beating returns from their current price well above any of the mentioned stocks on this list. Thats why I personally have a position in $DUOL and have been adding to it at this price. I think there is currently a massive dislocation in the stock price vs their fundamentals. Could I be wrong Absolutely and I am willing to take that risk."  
[X Link](https://x.com/P_Earns24/status/2023066161060159868)  2026-02-15T16:05Z [----] followers, [--] engagements


"And $AMZN is quietly positioning itself as the biggest winner of the AI revolution. [--]. Anthropic & Chips: Massive stake in the leading AI lab PLUS they are building on AWS Trainium chips. [--]. Retail Profitability: Robotics in fulfillment centers means margin expansion in their largest revenue segment. Amazon is the worlds leading robotic manufacturer and arguably stands the most to gain from them. [--]. The Backbone: AWS is reaccelerating. It remains the infrastructure of the internet. [--]. Ad Juggernaut: Already the 3rd largest advertiser globally and AI makes their targeting even more lethal and"  
[X Link](https://x.com/P_Earns24/status/2023086250375413811)  2026-02-15T17:25Z [----] followers, [----] engagements


"I think the biggest problem with $ADBE are the fears are about the future (which is unknown). No one is denying Adobe has been killing it with their fundamentals up until now but investors are pricing in a very bleak future which we dont know whether or not that will come to fruition and there is no way to determine that in the present. Its the exact same reason why $TSLA sells at such a premium but for the opposite sentiment. Everyone is pricing in an extremely bright future for Tesla in the future but again no one knows whether that will occur or not. Pricing a narrative in that has to do"  
[X Link](https://x.com/P_Earns24/status/2023221966355018148)  2026-02-16T02:24Z [----] followers, [---] engagements


"@amitisinvesting The man thrives on chaos theory"  
[X Link](https://x.com/P_Earns24/status/1936186552469553215)  2025-06-20T22:17Z [----] followers, [----] engagements


"After the pandemic inflation The Fed specifically said monetary policy would no longer be forward looking and only react to actual data being Data Dependent. Now they are saying they have to be forward looking with respect to tariffs and their POTENTIAL to create inflation. These statements are incongruous and clearly show a bias. The Fed cut rates 100bps in late [----] right around the election. At the time of those rate cuts the average inflation rate at those meetings (core PCE) was 2.8% and the average U3 rate was 4.16%. Today we are at 2.5% core PCE and 4.2% unemployment So he cut rates"  
[X Link](https://x.com/anyuser/status/1936188164240019567)  2025-06-20T22:23Z [----] followers, [----] engagements


"After the pandemic inflation The Fed specifically said monetary policy would no longer be forward looking and only react to actual data being Data Dependent. Now they are saying they have to be forward looking with respect to tariffs and their POTENTIAL to create inflation. These statements are incongruous and clearly show a bias. The Fed cut rates 100bps in late [----] right around the election. At the time of those rate cuts the average inflation rate at those meetings (core PCE) was 2.8% and the average U3 rate was 4.16%. Today we are at 2.5% core PCE and 4.2% unemployment So he cut rates"  
[X Link](https://x.com/anyuser/status/1936188509636739243)  2025-06-20T22:24Z [----] followers, [----] engagements


"After the pandemic inflation The Fed specifically said monetary policy would no longer be forward looking and only react to actual data being Data Dependent. Now they are saying they have to be forward looking with respect to tariffs and their POTENTIAL to create inflation. These statements are incongruous and clearly show a bias. The Fed cut rates 100bps in late [----] right around the election. At the time of those rate cuts the average inflation rate at those meetings (core PCE) was 2.8% and the average U3 rate was 4.16%. Today we are at 2.5% core PCE and 4.2% unemployment So he cut rates"  
[X Link](https://x.com/anyuser/status/1936188625676325028)  2025-06-20T22:25Z [----] followers, [----] engagements


"@joecarlsonshow I still think out of any publicly traded company $AMZN stands to benefit the most from a logistical proficiency aspect with regard to automation and robotics. There is a reason why its the largest position in my portfolio Long $AMZN"  
[X Link](https://x.com/anyuser/status/1936926081530892577)  2025-06-22T23:15Z [----] followers, [----] engagements


"@TrumpDailyPosts Most importantly theyve gotten it all out of their system. Woof Its like when a parent talks to a toddler. Brutal"  
[X Link](https://x.com/P_Earns24/status/1937239243551809600)  2025-06-23T20:00Z [----] followers, 25.1K engagements


"@BillAckman Definitely better than being known for simply saying the word Dont during geopolitical crisiss. Violence of Action. Shocking how effective it can be. Hopefully democrats are taking note"  
[X Link](https://x.com/P_Earns24/status/1937261917007151515)  2025-06-23T21:30Z [----] followers, [----] engagements


"@TrumpDailyPosts AOC - Another overrated Communist"  
[X Link](https://x.com/P_Earns24/status/1937541840628232339)  2025-06-24T16:02Z [----] followers, [----] engagements


"@joecarlsonshow Gonna be honest I didnt even know you were doing this which is funny cause Im doing the exact same thing for my two daughters and the exact same amount of $1000 per year"  
[X Link](https://x.com/P_Earns24/status/1939407603580498351)  2025-06-29T19:36Z [----] followers, [----] engagements


"This is one of my more recent buys that Im rather proud of Throughout the panic and chaos of the month following liberation day when everyone was screaming it was the end of American exceptionalism I doubled down on my highest conviction play in $AMZN. This buy is already up over 30% in [--] months ($30000) and I believe still has plenty more room to run 📈 No one wants to buy stocks during times of highly elevated uncertainty but those are the times where you will get THE very best deals and discounts on high quality stocks. If youre not buying when the VIX is over [--] and the Fear and Greed"  
[X Link](https://x.com/anyuser/status/1939504580913676529)  2025-06-30T02:01Z [----] followers, 66.7K engagements


"$Meta They are the dominant player in their industry and the clear cut leader in social media. High margin and recurring revenue thats growing in the double digits. Highly profitable and growing EPS. They are a cash flow generating machine. They are incorporating AI into everything they do They are a founder let company with a world class CEO And all of this at a more than fair valuation with a mid 20s forward PE ratio"  
[X Link](https://x.com/P_Earns24/status/1940197025074794718)  2025-07-01T23:53Z [----] followers, [----] engagements


"@amitisinvesting Bro how does it feel to pick two ten baggers in your own personal portfolio both within the past [--] years. Thats some Legendary stuff. Respect"  
[X Link](https://x.com/P_Earns24/status/1940430610771943634)  2025-07-02T15:21Z [----] followers, [----] engagements


"$AMZN and its not even close. Amazon is the #1 world leader cloud services and arguably provide the backbone of the internet. This high margin recurring revenue is only going to continue to grow as AI Boom continues. They are #2 in the world in streaming services with Prime video which is right behind Netflix. However unlike a Netflix subscription; Prime is so much more than just a video streaming service they have Prime music Prime reading Prime gaming and most importantly the free 2-day prime shipping which no one wants loose. All these different services bundled under Amazon Prime"  
[X Link](https://x.com/P_Earns24/status/1940500350722863146)  2025-07-02T19:58Z [----] followers, [----] engagements


"$GOOG is trading at a more attractive valuation but its for a reason. $AMZN does not have the existential threat to its business model that Google is currently facing with the likes of ChatGPT potentially being a disruptive force to its business model. This could be an overhang on their valuation for years preventing multiple expansion. Amazon is also not facing the intense scrutiny from the DOJ that Google is or the lawsuit Google is currently facing which could force them to sell their one core product that ties their entire ecosystem together in Google Chrome. Even with Google having the"  
[X Link](https://x.com/anyuser/status/1942410405877514426)  2025-07-08T02:28Z [----] followers, [----] engagements


"@HolySmokas Order in which I would invest. [--]. $META [--]. $SOFI [--]. $AMD [--]. $GOOG [--]. $QQQ [--]. $NVDA [--]. $HOOD [--]. $PLTR"  
[X Link](https://x.com/P_Earns24/status/1942420953515893154)  2025-07-08T03:10Z [----] followers, [----] engagements


"@HolySmokas Oh option [--] hands down without a doubt and its not even close: Option [--] $AMD $META $AMZN"  
[X Link](https://x.com/anyuser/status/1942662977066250501)  2025-07-08T19:12Z [----] followers, [----] engagements


"@realMeetKevin The shadow oligarchy controls everything"  
[X Link](https://x.com/P_Earns24/status/1943772750990147898)  2025-07-11T20:41Z [----] followers, [----] engagements


"New milestone $1900000 📈 [--] Million fast approaching. This portfolio has outperformed the broader indices for the past 5+ years by investing in high quality monopolistic compounding machines that produce large amounts of growing cash flows in a highly predictable manner (with a few moonshot lotto tickets sprinkled in). Its a cheat code to grow wealth. I always stay long but will pivot based on incoming macroeconomic data and leading economic indicators. To see how Im playing this market and the moves Im making to outperform give me a follow 🚀 Core positions - $AMZN $META $ASML $NFLX High"  
[X Link](https://x.com/anyuser/status/1944466596233200069)  2025-07-13T18:38Z [----] followers, 51.6K engagements


"$AMD hands down. They already do 9x the amount of annual revenue that $PLTR does and $AMD is still expected to grow revenue at a brisk pace of close to 20% for the next [--] years. It would take Palantir 6+ years of sustained 40% annual revenue growth to reach the amount of annual revenue that $AMD does today at $27 billion"  
[X Link](https://x.com/anyuser/status/1945136551899664490)  2025-07-15T15:01Z [----] followers, [----] engagements


"@badugi12 @amitisinvesting Bring up valid valuation concerns and just get trolled. Typical cult meme stock reaction"  
[X Link](https://x.com/anyuser/status/1945141267241033894)  2025-07-15T15:19Z [----] followers, [---] engagements


"@joecarlsonshow Talk about an over-reaction by the market. Definitely buying this dip"  
[X Link](https://x.com/P_Earns24/status/1945493088828326029)  2025-07-16T14:37Z [----] followers, [----] engagements


"@unusual_whales If you call everything fake that makes you look bad you start to loose credibility on what actually is fake or not"  
[X Link](https://x.com/P_Earns24/status/1945998541421515218)  2025-07-18T00:06Z [----] followers, 13K engagements


"@amitisinvesting Its a pure pump and dump play $OPEN has terrible fundamentals. Retail gonna be left holding the bag as usual"  
[X Link](https://x.com/anyuser/status/1947379182310461792)  2025-07-21T19:32Z [----] followers, [----] engagements


"Love getting a selloff in high quality stocks so degens can rotate into meme stocks and make +100% in less than a month. Eventually it will revert to the mean and retail will claim the market is rigged. High quality compounders will continue to grind higher over the next 5-10 years while the meme stocks will create millions of bag holders"  
[X Link](https://x.com/P_Earns24/status/1948053945395331389)  2025-07-23T16:13Z [----] followers, [----] engagements


"Trump knew if he made a request to unseal grand jury transcripts related to Epstein that it would be blocked. A Federal judge would never allow this in order to protect the victims involved. Trump can now use this as an excuse that hes trying to be as transparent as possible when it comes to Epstein even though he always knew his request would be denied. Its all calculated moves pretty sad"  
[X Link](https://x.com/anyuser/status/1948108643737780659)  2025-07-23T19:51Z [----] followers, [----] engagements


"@joecarlsonshow Aaaaaand down 2% AH on incredible numbers. All going according to plan"  
[X Link](https://x.com/P_Earns24/status/1948112505869639729)  2025-07-23T20:06Z [----] followers, [----] engagements


"@StockSavvyShay $GOOG crushes earnings shows continued strength in search and high growth in cloud and falls 2% AH The Google special baby"  
[X Link](https://x.com/anyuser/status/1948113039011828136)  2025-07-23T20:08Z [----] followers, [----] engagements


"Problem is $GOOG never gets credit for incredible performance. Opposite problem that $TSLA has. Beats across the board no signs of their core business slowing down or being disrupted high margin cloud showing continued strength. Increasing capex for cloud should be viewed as a sign of strength as it has proven to be a highly accretive investments. It may not be today but $GOOG investors will have their day. Patience"  
[X Link](https://x.com/P_Earns24/status/1948120801292812341)  2025-07-23T20:39Z [----] followers, [----] engagements


"@StockSavvyShay I think we can all take this comment with a grain of salt considering Elons track record with predictions"  
[X Link](https://x.com/P_Earns24/status/1948144113414713757)  2025-07-23T22:12Z [----] followers, [---] engagements


"I think there are many better opportunities in the market right now than $TSLA. Ones that are growing revenue double digits becoming more profitable expanding margins and trading at a much more fair valuation while still being a leader in AI like another company that reported today and absolutely smashed their earnings expectations being $GOOG"  
[X Link](https://x.com/P_Earns24/status/1948167693498245630)  2025-07-23T23:45Z [----] followers, [----] engagements


"@amitisinvesting No one being able to compete with Nvidia would actually be a legitimate reason to break them up. Wtf is he even talking about"  
[X Link](https://x.com/anyuser/status/1948218471382483160)  2025-07-24T03:07Z [----] followers, [----] engagements


"@joecarlsonshow What will come first investors realize $GOOG search is not dying or that $AMZN is a leader in robotics"  
[X Link](https://x.com/anyuser/status/1948394378965496092)  2025-07-24T14:46Z [----] followers, [---] engagements


"@unusual_whales Bill Clinton is not our current President of the United States"  
[X Link](https://x.com/P_Earns24/status/1948800922265813266)  2025-07-25T17:42Z [----] followers, [---] engagements


"@unusual_whales According to Tom Lee [---] gazillion trillion"  
[X Link](https://x.com/P_Earns24/status/1949545769368994110)  2025-07-27T19:01Z [----] followers, [----] engagements


"$AMD going from $75 in April of this year to $165 a few months later in July reminds me of when $PLTR ran from $7 in April [----] to $16 a few months later. Back then people said: ❌ You cant buy it now its already doubled ❌ You already missed all of the gains But guess what Palantir kept going nearly 10xing over the next two years. 📊 Key insight: Dont anchor sentiment to recent price action. Yes AMD is up 100% But that might just be the beginning. @HolySmokas and @alc2022 were the only people buying $AMD before I was and have been pounding the table since Day [--] P.S. - They bough bought $PLTR"  
[X Link](https://x.com/anyuser/status/1950184814910263549)  2025-07-29T13:21Z [----] followers, 28K engagements


"@HolySmokas $AMD will reach [---] first and its not even gonna be a close race"  
[X Link](https://x.com/anyuser/status/1950279855313932662)  2025-07-29T19:38Z [----] followers, [----] engagements


"@StockMKTNewz Hahahaha hence the bleed out of gains all day. Almost like the big players already knew"  
[X Link](https://x.com/P_Earns24/status/1950305087965778035)  2025-07-29T21:19Z [----] followers, [----] engagements


"@unusual_whales Hence the bleed out of gains all day after a STELLAR earnings report. Pretty brutal for the average retail investor that doesnt have inside info Almost like the big players already knew"  
[X Link](https://x.com/anyuser/status/1950307984690860273)  2025-07-29T21:30Z [----] followers, [----] engagements


"@StockSavvyShay Hence the bleed out of gains all day after a STELLAR earnings report. Pretty brutal for the average retail investor that doesnt have inside info Almost like the big players already knew"  
[X Link](https://x.com/anyuser/status/1950308080903757852)  2025-07-29T21:30Z [----] followers, 16.1K engagements


"@TheLongInvest @anthonynoto Hence the bleed out of gains all day after a STELLAR earnings report. Pretty brutal for the average retail investor that doesnt have inside info Almost like the big players already knew"  
[X Link](https://x.com/anyuser/status/1950308123605901549)  2025-07-29T21:31Z [----] followers, [----] engagements


"Diluting when youre the CEO of a barely profitable company with negative cash flows after your stock price just went up 450% in less than [--] years is a SMART play. Noto knows exactly what hes doing people. Yes the drawdown in the short term stings but the long term gains that will come from being able to reinvest this much new capital back into the business to grow their membership base and revenue will tremendous. Bullish $SOFI"  
[X Link](https://x.com/anyuser/status/1950343126138184028)  2025-07-29T23:50Z [----] followers, [----] engagements


"@unusual_whales I live along the Bay Area coastline no evacuations here yet. Current Tsunami heights are forecasted to be less than [--] foot"  
[X Link](https://x.com/P_Earns24/status/1950402893049450934)  2025-07-30T03:47Z [----] followers, [----] engagements


"@amitisinvesting Bro We are down almost the exact same amount 🤝"  
[X Link](https://x.com/P_Earns24/status/1951283736949162482)  2025-08-01T14:07Z [----] followers, 23.9K engagements


"@amitisinvesting Economy is BOOMING but we also need rate cuts IMMEDIATELY. I dont think Trump understands economics"  
[X Link](https://x.com/P_Earns24/status/1951348556851519495)  2025-08-01T18:25Z [----] followers, [----] engagements


"@zerohedge Zero excuse for Powell sounding as hawkish as he did regarding cutting rates at the last press conference. The entire Fed staff (besides Waller and Bowman) look like a bunch of clowns now. Jerome Powell is certainly living up to his nickname of too late"  
[X Link](https://x.com/P_Earns24/status/1951378314238521407)  2025-08-01T20:23Z [----] followers, [----] engagements


"@amitisinvesting Seems like data center revenue is declining though which is strange: 3.9B in Q4 [----] 3.7B in Q1 [----] 3.2B in Q2 [----] A slightly concerning trend considering right now the big bucks are all in data centers"  
[X Link](https://x.com/anyuser/status/1952840480364085661)  2025-08-05T21:13Z [----] followers, [----] engagements


"@joecarlsonshow Right now we are in story time mode. And $CRM does not have the best story far from it. One we get back to balance sheet mode $CRM will outperform but that will take a more aggressive weakening of the economy"  
[X Link](https://x.com/anyuser/status/1953544019956707482)  2025-08-07T19:49Z [----] followers, [----] engagements


"@StockSavvyShay $GOOG should be on here"  
[X Link](https://x.com/P_Earns24/status/1953832241315950888)  2025-08-08T14:54Z [----] followers, [----] engagements


"Your tune never should have changed in the first place Gene. There was no evidence that $GOOG was ever less dominant in Search or AI you bought into a false narrative. All recent earnings and margin trends reinforce their dominance in AI. Search revenue remains dominant with double digit growth YouTube continues to grow both in ad revenue and engagement Google Cloud has achieved growing profitability and is expanding market share and growing faster than analyst expectations and lastly their AI infrastructure (TPUs Gemini DeepMind) positions them to be a leader in the next wave of AI"  
[X Link](https://x.com/P_Earns24/status/1953842133145948235)  2025-08-08T15:33Z [----] followers, [----] engagements


"@TheLongInvest Rationale for CPI coming in cooler than expected - Trust me bro"  
[X Link](https://x.com/anyuser/status/1954927630547144998)  2025-08-11T15:27Z [----] followers, [----] engagements


"Joseph is trolling You have to include the /s Joseph or youre gonna put your followers into a panic lol. $MNDY is no $CRM Monday has nowhere near the moat SalesForce does and trades at far higher of a valuation. Salesforce has most of the bearish narrative already priced into their valuation at this point. Would be shocked to see $CRM move double digit percentage points lower even if earnings dont live up to expectations"  
[X Link](https://x.com/anyuser/status/1954991427018269037)  2025-08-11T19:40Z [----] followers, [----] engagements


"@joecarlsonshow I need an update on what you are for lunch today Joseph"  
[X Link](https://x.com/P_Earns24/status/1955366085970297128)  2025-08-12T20:29Z [----] followers, [----] engagements


"@joecarlsonshow That $AAPL position is like the one plant you keep watering even though its 99% dead But you just cant quite bring yourself to throw it out yet"  
[X Link](https://x.com/anyuser/status/1955413677081022500)  2025-08-12T23:38Z [----] followers, [----] engagements


"@TheLongInvest The best investors arent the ones who get excited when their biggest conviction names blast higher. The best investors get excited when their highest conviction names drop in price like when $AMD dropped to $75 in April"  
[X Link](https://x.com/anyuser/status/1955637638188482828)  2025-08-13T14:28Z [----] followers, [----] engagements


"The economy is not overheated the stock market is. And you dont cut rates in relation to how the stock market is doing you cut rates based on how the labor market and inflation is doing. Currently the economy is slowing consumer spending is dropping and the labor market is basically at stall speed and at risk of degrading even further leading to negative job creation. Just because the stock market is irrationally at all time highs during this period does not mean the Fed should keep rates elevated"  
[X Link](https://x.com/anyuser/status/1955751906439258403)  2025-08-13T22:02Z [----] followers, [----] engagements


"@joecarlsonshow Joe in his living room watching Charles Payne"  
[X Link](https://x.com/P_Earns24/status/1955816350045380836)  2025-08-14T02:18Z [----] followers, [----] engagements


"@joecarlsonshow $AMZN just expands its tentacles into everything. Its unbelievable to watch them slowly expand into every industry. They are unstoppable and have a tremendous amount of growth levers to pull in the coming years"  
[X Link](https://x.com/anyuser/status/1956064427259887678)  2025-08-14T18:44Z [----] followers, [----] engagements


"Hard agree Joseph. Forcing Google to sell Chrome isnt protecting competition its essentially punishing success. Google built Chrome kept it free all the while competing with dozens of other browsers. People choose Chrome because its simply higher quality more secure and better managed not because theyre were forced to use it. Antitrust should stop coercion not innovation"  
[X Link](https://x.com/anyuser/status/1956373742176931977)  2025-08-15T15:13Z [----] followers, [----] engagements


"@joecarlsonshow Try 100k and lets see the responses"  
[X Link](https://x.com/P_Earns24/status/1956420913463001449)  2025-08-15T18:21Z [----] followers, [----] engagements


"@StockSavvyShay Cathy and her stupid [--] year predictions lol"  
[X Link](https://x.com/P_Earns24/status/1957095199039238212)  2025-08-17T15:00Z [----] followers, [---] engagements


"Dont panic on red days. They have been infrequent as of late but this is not the start of a market crash. Healthy pullbacks are normal the stock market does not go up in a straight line. Remember markets dont crash because of extended or high valuations. There needs to be a catalyst combined with expensive valuations for a significant market crash. I do believe we will eventually have a recession because the Fed will be late again on cutting rates but now is not that time. Embrace the pull back ride it out and we continue higher in the short term"  
[X Link](https://x.com/anyuser/status/1957918780820189514)  2025-08-19T21:33Z [----] followers, 11.7K engagements


"Bro what numbers are you looking at $PLTR does not have a PEG ratio of 1.6x lol For a PEG ratio you divide PE ratio by its average EPS growth. Over the next [--] years analysts expect on average for Palantir to grow EPS by around 40% thats a pretty healthy estimate. Now divide Palantirs forward GAAP PE ratio of around [---] by their forward [--] year expected EPS growth of 40% and that leaves you with a forward PEG ratio of around [--]. Yes you saw that correctly Palantir has a forward PEG ratio of 6"  
[X Link](https://x.com/anyuser/status/1959641025397621194)  2025-08-24T15:36Z [----] followers, [----] engagements


"@joecarlsonshow Big Joe getting trolled by his own investment. Gotta love it"  
[X Link](https://x.com/P_Earns24/status/1963988974696833107)  2025-09-05T15:33Z [----] followers, [----] engagements


"With $ASML its not a matter of if it will take off its a matter of when. The demand for advanced lithography isnt optional its literally the backbone of every next-gen chip. As chip complexity rises ASMLs monopoly on EUV and its expanding DUV backlog create a fundamentals story that keeps compounding. There is no hype in the ASML story its structural growth baked into the future of semiconductors. Im absolutely long ASML and the more the stock price stays suppressed the longer it gives me to accumulate shares at a cheaper price"  
[X Link](https://x.com/anyuser/status/1964356753019326690)  2025-09-06T15:55Z [----] followers, [----] engagements


"Whats my biggest hedge right now against a severe downturn in the stock market $TLT and its the easiest decision Ive made in a while . Pays me a hefty +4% dividend while I wait for the economy to weaken further and the unemployment rate to spike which it will. Then once the labor market fully cracks and the Fed begins panic rate cutting TLT moons. Graph below shows how long these long duration bonds have been suppressed below historical norms due to high interest rates for +3 years. When the Fed finally starts substantially cutting rates to save the labor market the rebound back up will be"  
[X Link](https://x.com/anyuser/status/1964722049303392613)  2025-09-07T16:06Z [----] followers, [----] engagements


"@joecarlsonshow People really acting like a 2% starter position in Duolingo is a scandal. Its a small-cap growth stock. Volatility is literally the point. You build a portfolio by mixing stable compounders and high-upside bets. Anyone mad about this has no clue how investing actually works"  
[X Link](https://x.com/anyuser/status/1964745018343829978)  2025-09-07T17:38Z [----] followers, [----] engagements


"@joecarlsonshow Damn. Thought your portfolio was going to [--] with your crazy 2% allocation to $DUOL"  
[X Link](https://x.com/P_Earns24/status/1965494800406512124)  2025-09-09T19:17Z [----] followers, [----] engagements


"@HolySmokas This was done by an operator"  
[X Link](https://x.com/P_Earns24/status/1965957942680895506)  2025-09-11T01:57Z [----] followers, [----] engagements


"$AMZN and its not even close Why The secular tailwinds are insane: 📦 Retail margins expanding could be the biggest profit driver yet ☁ AWS is the backbone of the internet and growing at roughly 20% YoY 🎬 Prime Video is already #2 in the world in streaming and has ultra-low churn 📊 3rd largest advertiser on earth which is high-margin revenue & double-digit growth 🤖 Worlds largest robotics manufacturer 🛰 Project Kuiper set to rival Starlink 🚕 Zoox = early play on robotaxis Amazon has its hands in EVERYTHING. One of the most well diversified growth engines on earth. This isnt a stock its"  
[X Link](https://x.com/anyuser/status/1966869035750232169)  2025-09-13T14:18Z [----] followers, 30.1K engagements


"@joecarlsonshow All you need to know is they are both current professional boxers in their prime and thankfully not a social media influencer posing as a boxer versus a retired boxer whos nearly 60"  
[X Link](https://x.com/P_Earns24/status/1966889619422929268)  2025-09-13T15:40Z [----] followers, [----] engagements


"If I had to buy one of these it would $ADBE All of the metrics and fundamentals of their business are still growing its highly free cash flow positive and now trading at a dirt cheap valuation. Its only selling off because of the narrative that AI is disrupting their moat but the numbers dont show that"  
[X Link](https://x.com/P_Earns24/status/1966972746749169674)  2025-09-13T21:10Z [----] followers, [----] engagements


"@StockMKTNewz My four largest holdings in order. [--]. $AMZN [--]. $META [--]. $NFLX [--]. $ASML"  
[X Link](https://x.com/anyuser/status/1967392231721218093)  2025-09-15T00:57Z [----] followers, [----] engagements


"@StockSavvyShay Such a trash company"  
[X Link](https://x.com/P_Earns24/status/1969921085589348712)  2025-09-22T00:26Z [----] followers, [----] engagements


"@Mr_Derivatives This stock is going to be the best perfoming mag [--] stock over the next [--] years but it in the book. You dont own enough $AMZN"  
[X Link](https://x.com/anyuser/status/1970240783442973139)  2025-09-22T21:36Z [----] followers, [----] engagements


"100% agree and I believe $AMZN is the most asymmetric bet in the stock market today. Most upside with the most limited amount of downside. Why The secular tailwinds are insane: 📦 Retail margins expanding could be the biggest profit driver yet ☁ AWS is the backbone of the internet and growing at roughly 20% YoY 🎬 Prime Video is already #2 in the world in streaming and has ultra-low churn 📊 3rd largest advertiser on earth which is high-margin revenue & double-digit growth 🤖 Worlds largest robotics manufacturer 🛰 Project Kuiper set to rival Starlink 🚕 Zoox = early play on robotaxis Amazon"  
[X Link](https://x.com/anyuser/status/1970533700699136062)  2025-09-23T17:00Z [----] followers, 18.2K engagements


"@joecarlsonshow [--]. $AMZN [--]. $META [--]. $AMD [--]. $DUOL [--]. $UNH I was buying $ASML but and now holding off after its 20% run up"  
[X Link](https://x.com/anyuser/status/1973393804255195427)  2025-10-01T14:25Z [----] followers, [----] engagements


"Investors can never seem to see the forest through the trees with $GOOG OpenAI browser is not a search engine its an AI overlay using Googles own results. Additionally Googles moat isnt tech its distribution data and advertiser trust and Google owns all three. Selling $GOOG on this headline is like selling $AMZN because someone launched a Shopify plugin"  
[X Link](https://x.com/anyuser/status/1980688571796451730)  2025-10-21T17:32Z [----] followers, [----] engagements


"@Mr_Derivatives Addiction doesnt care how much money you make"  
[X Link](https://x.com/anyuser/status/1981391561813610730)  2025-10-23T16:05Z [----] followers, [----] engagements


"@HolySmokas $CRM and $ADBE"  
[X Link](https://x.com/P_Earns24/status/1981412220040073479)  2025-10-23T17:27Z [----] followers, [----] engagements


"Sounds great in theory especially because that $154000 would essentially be risk-free. But when you realize just sticking it in the S&P500 would yield you ON AVERAGE around $400000/year which as an investor with a longterm investing time horizon (20+ years) is essentially risk-free as well its puts things in perspective"  
[X Link](https://x.com/P_Earns24/status/1982894300406190581)  2025-10-27T19:36Z [----] followers, [----] engagements


"@Mr_Derivatives Having no bears left would be the biggest bearish catalyst left"  
[X Link](https://x.com/P_Earns24/status/1983236751306174917)  2025-10-28T18:17Z [----] followers, [---] engagements


"@joecarlsonshow But if you save $300 a month on your mortgage and you invest that $300 into the S&P500 every month you would have a [--] million dollar portfolio after [--] years 🤔"  
[X Link](https://x.com/anyuser/status/1988088391565799725)  2025-11-11T03:36Z [----] followers, [----] engagements


"@amitisinvesting $AMD has begun its transformation into advanced money duplicator 💰"  
[X Link](https://x.com/P_Earns24/status/1988322641808421225)  2025-11-11T19:07Z [----] followers, [----] engagements


"@zerohedge The only thing Verizon can do with actual haste is increased their layoffs. At this rate they are gonna begin laying people off that dont even work at their company"  
[X Link](https://x.com/P_Earns24/status/1989096902282129670)  2025-11-13T22:23Z [----] followers, [----] engagements


"@amitisinvesting I mean when $GOOG was trading below a [--] P/E ratio it was a perfect value stock for ol Warren to buy"  
[X Link](https://x.com/P_Earns24/status/1989441508844663292)  2025-11-14T21:13Z [----] followers, 14.6K engagements


"@Mr_Derivatives I want to disagree because its such a wildly optimistic pie in the sky call. But my man Tom Lee has been more right than anyone these last [--] years Hard to doubt him now"  
[X Link](https://x.com/P_Earns24/status/1989501460267376654)  2025-11-15T01:11Z [----] followers, [----] engagements


"@StockSavvyShay @fiscal_ai The mag [--] are not in a bubble that much is obvious enough they are all highly profitable with large cash flows. Its really the unprofitable stocks that have run up 100s of percent this year like $IREN $OKLO $OPEN and $MP that are in a bubble"  
[X Link](https://x.com/anyuser/status/1989715438729879977)  2025-11-15T15:21Z [----] followers, 11.2K engagements


"@StockSavvyShay $TSLA being on this list is laughable for driving real world AI What do they have a monopoly on Making ugly cars"  
[X Link](https://x.com/P_Earns24/status/1990080243948790149)  2025-11-16T15:31Z [----] followers, [----] engagements


"@HolySmokas When something has no intrinsic value and simply trades at the price the next person is willing to pay this is what happens"  
[X Link](https://x.com/anyuser/status/1990186770663874879)  2025-11-16T22:34Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@P_Earns24 Avatar @P_Earns24 Pivot Point Investing

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

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] +18%
  • [--] Month [-------] +6.10%
  • [--] Months [-------] -87%
  • [--] Year [---------] +197,391%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -14%
  • [--] Month [---] +77%
  • [--] Months [---] +152%
  • [--] Year [-----] +22,200%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.31%
  • [--] Month [-----] +17%
  • [--] Months [-----] +138%
  • [--] Year [-----] +32,314%

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 78.57% stocks 53.17% technology brands 39.68% cryptocurrencies 5.56% celebrities 3.17% automotive brands 3.17% social networks 2.38% countries 0.79%

Social topic influence $amzn #172, in the 11.9%, ai 11.9%, $amd #157, $goog #67, growth 8.73%, $pltr #543, stocks #4951, company 6.35%, pltr #451

Top accounts mentioned or mentioned by @joecarlsonshow @amitisinvesting @holysmokas @stocksavvyshay @unusualwhales @wealthmatica @mrderivatives @thelonginvest @truedat999 @futurenvesting @trumpdailyposts @stockmktnewz @zerohedge @fundrisefan @adamfeuerstein @qualityinvest5 @pronkdaniel @joegar44 @jrupena @billackman

Top assets mentioned Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR) Duolingo, Inc. (DUOL) Metadium (META) ZetaChain (ZETA) RAI Finance (SOFI) Salesforce Inc (CRM) Adobe, Inc. (ADBE) Tesla, Inc. (TSLA) Netflix Inc (NFLX) Robinhood Markets, Inc. (HOOD) S&P Global Inc (SPGI) Shopify Inc (SHOP) MercadoLibre Inc (MELI) ImmunityBio, Inc. Common Stock (IBRX) Now Coin (NOW) Opendoor Technologies Inc Common Stock (OPEN) Moody's Corporation (MCO) PayPal Holdings Inc (PYPL) Broadcom, Inc. (AVGO) 69Coin (69) CoreWeave, Inc (CRWV) Nebius Group N.V. Class A Ordinary Shares (NBIS) Circle Internet Group, Inc. (CRCL) Figma, Inc. (FIG)

Top Social Posts

Top posts by engagements in the last [--] hours

"@joecarlsonshow Tough when the monopolistic cornerstones of your portfolio that are supposed to be low volatility compounders are selling off +5% multiple days a week. This is not how the are supposed to act. $SPGI and $MCO are supposed to counter balance the high beta growth stocks"
X Link 2026-02-10T18:23Z [----] followers, [----] engagements

"People still buying $PYPL today after they just fired their newly appointed CEO who was supposed to turn around the business and are now reporting stagnating profitability and slowing growth in a fiercely competitive industry in fintech"
X Link 2026-02-12T15:37Z [----] followers, [----] engagements

"Love the company their business model and their fundamentals. However for my own personal risk tolerance the valuation is just too expensive. Again not saying its overvalued because their fundamentals are some of the most insane Ive ever seen but to me its still far too expensive for me to buy in. It just dropped 40% and could drop another 40% from here and still be the most expensive software stock in the market by a long shot. Some people arent concerned about that and their risk tolerance allows that. For me its a no go. And thats okay plenty of other opportunities I feel more comfortable"
X Link 2026-02-14T21:00Z [----] followers, [----] engagements

"I asked ChatGPT Gemini Pro and Grok the following question: If I gave you [--] million dollars to invest into the stock market what [--] stocks would you buy to maximize returns over the next 10-20 years trying to beat the S&P500 The only [--] stocks they all shared in common $AMZN $META $AVGO $SHOP $MELI"
X Link 2026-02-15T15:56Z [----] followers, [---] engagements

"$IBRX THE SHORT SQUEEZE IS NOT OVER Much of the data suggests the run to $8 was just the warm up. And another violent squeeze to new highs could be imminent. Even after the run to $8 there is still 36% Short Interest. AKA Shorts didn't fully cover their positions. In fact data shows they doubled down hence the tiny selloff at $8. Short sellers are stubborn but they are now trapped. But shorts are forgetting The Bear Case has been Destroyed. The FDA confirmed NO new trials needed. The potential [--] year trial delay is now gone. $IBRX is already in the process of resubmitting the newly requested"
X Link 2026-01-26T17:06Z [----] followers, [----] engagements

"And yet it still trades an over 90x price to sales. Even if their stock price got cut in half tomorrow and went down to $75 they would still trade at one of the most expensive valuations in their industry at over 45x price to sales. The valuation risk with $PLTR cannot be understated. https://twitter.com/i/web/status/2016745935620231475 https://twitter.com/i/web/status/2016745935620231475"
X Link 2026-01-29T05:31Z [----] followers, [----] engagements

"The market is irrational in both directions. Remember when $CRCL ran from $69 to $263 $CRWV ran from $40 to $180 $NBIS ran from $20 to $130 $FIG ran from $33 to $120 Then they all corrected a reversion to the mean always happens. The same thing happens in the other direction as well stocks sell off WAY more than rationally logical and we will see a reversion to the mean higher in SaaS. $ADBE $NOW $CRM $DUOL $ZETA $AXON https://twitter.com/i/web/status/2018700983417933953 https://twitter.com/i/web/status/2018700983417933953"
X Link 2026-02-03T14:59Z [----] followers, [----] engagements

"$NFLX (May [----] @ $170): The Narrative: Streaming is a commodity. Disney+ is cheaper. They can't raise prices. The growth story is over. The Reality: Netflix had the data moat. They knew exactly what people watched and used that to reduce churn. The stock is up 400% since those "dead" days. $META (Nov [----] @ $88): The Narrative: TikTok has won. Facebook is for boomers. Zuckerberg is burning billions on the Metaverse. The Reality: Meta had the network effect. Everyone was still on Instagram and WhatsApp. The stock is up 500% since. $DUOL (Feb [----] @ $120): The Narrative: AI has won. The app is"
X Link 2026-02-04T05:16Z [----] followers, [---] engagements

"@wealthmatica Watching @Futurenvesting interview with Anthony Noto made me even more bullish on $SOFI which I didnt think was possible. This man has a vision and Sofi is going to be the next [---] billion market cap banking behemoth. The runway for growth is insane"
X Link 2026-02-07T22:01Z [----] followers, [---] engagements

"For the high-conviction investor volatility is a welcome surprise. Seeing a fundamentally strong stock trade deep into the red while youre still building out your initial position is the ultimate gift. $ZETA"
X Link 2026-02-07T22:20Z [----] followers, [----] engagements

"So @Futurenvesting interviewed $SOFI CEO Anthony Noto @wealthmatica interviewed $ZETA CEO David Steinberg @amitisinvesting interviewed $HOOD CEO Vlad Tenev When is @joecarlsonshow interviewing $AMZN CEO Andy Jassy"
X Link 2026-02-08T03:58Z [----] followers, [---] engagements

"In July of [----] $AMZN stock traded at $172. Nearly [--] years later in [----] $AMZN stock trades at $210. Thats a compound annual growth rate of around 3% per year. However since [----] Amazons revenue has more than doubled their operating cash flow has more than doubled their EPS has increases 600% and they have become the worlds leading robotics manufacturer. Price follows fundamentals. eventually. The disconnect here is massive. I spend hours every day hunting for dislocated high quality stocks like this so you don't have to. The amount of returns Amazon stock will generate for investors over the"
X Link 2026-02-08T16:42Z [----] followers, [---] engagements

"@adamfeuerstein Hes made life changing wealth calling $PLTR and $AMD . Were those calls idiotic"
X Link 2026-02-08T19:08Z [----] followers, [---] engagements

"The ALC portfolio is getting annihilated first $DUOL now $HIMS . What people dont realize is this is exactly when the high-conviction investor makes their generational wealth. How soon people forget about you stockpiling $PLTR sub $10 $SPOT sub $100 and $AMD sub $10 when everyone else was calling them dying companies. Keep winning brother. https://twitter.com/i/web/status/2020872071719551132 https://twitter.com/i/web/status/2020872071719551132"
X Link 2026-02-09T14:47Z [----] followers, [----] engagements

"When people finally realize the code behind $DUOL app is not their moat its their decades worth of proprietary data theyve collected and how they use it to make the best and most addictive language learning app on planet earth this stock is going to sky rocket back to all-time highs. Especially as investors realize AI is actually a tailwind for them as it helps lower the cost of content creation and margin expansion. https://twitter.com/i/web/status/2020882628615045271 https://twitter.com/i/web/status/2020882628615045271"
X Link 2026-02-09T15:28Z [----] followers, [---] engagements

"@QualityInvest5 The fact that they dont create their own content and have to license other peoples IP is and of itself a headwind on margin expansion and always will be. $DUOL and $NFLX dont have that problem 👀"
X Link 2026-02-10T16:42Z [----] followers, [---] engagements

"$SPGI is now back at the same price it was trading at [--] years ago in the Spring of [----]. Zero gains for [--] years is a tough pill to swallow for a compounding machine"
X Link 2026-02-10T20:34Z [----] followers, [---] engagements

"@wealthmatica The market will often give you irrational exuberance. And you also get irrational fear. This is obviously the latter"
X Link 2026-02-10T21:00Z [----] followers, [---] engagements

"@PronkDaniel See Ben Affleck interview for AI disrupting creative content seems pretty on point and accurate"
X Link 2026-02-12T16:57Z [----] followers, [---] engagements

"@joe_gar44 @joecarlsonshow I started buying at $180 which is where I believe it was an attractive valuation for the amount they are growing. And I have continued to add all the way down to $100 as the valuation has continued to get increasingly attractive"
X Link 2026-02-14T18:17Z [----] followers, [--] engagements

"@joecarlsonshow See Ben Affleck interview for a solid thesis on why AI will never replace creative content"
X Link 2026-02-12T17:54Z [----] followers, [----] engagements

"Present execution matters vastly because market sentiment changes and $DUOL continuing to execute is what will change that sentiment just like it did for $GOOG The market will eventually realize the code behind their language learning app is not their moat. Yes anyone can vibe code a language learning app. Duolingos moat is their decades worth of propriety data theyve collected allowing them to perfect the user interface and addictive experience as well as their millions of daily active users and the network effect and distribution. https://twitter.com/i/web/status/2022727326564520381"
X Link 2026-02-14T17:39Z [----] followers, [---] engagements

"@JRupena $HOOD What is their moat besides a nice user interface The main offering is a free brokerage application"
X Link 2026-02-14T16:34Z [----] followers, [---] engagements

"Not every financial YouTuber is worth listening to in fact most are not and Ive watched more content on YouTube than most. But if you are going to pick one person to follow it should be @joecarlsonshow Started investing in [----] and buying stocks like Twilio Upstart Teledoc Snapchat etc. Once I started watching his content I changed my investing style to high quality monopolistic cash flow generating behemoths. AKA compounding machines. His content has literally changed my life and has allowed me to have the possibility of FIRE (Financial Independence Retire Early). Current portfolio shown"
X Link 2025-06-29T18:23Z [----] followers, 127.2K engagements

"Just to remind everyone. In Q1 [----] $PLTR increased their revenue by [--] million dollars. Also since Q1 [----] $PLTR has grown their market cap by [---] billion dollars. This means for every [--] million dollars in revenue growth $PLTR is also growing their market cap by [--] billion dollars. Make it make sense"
X Link 2025-07-15T14:44Z [----] followers, 10.7K engagements

"@HolySmokas $AMD running to $200 by end of year 🚀 Secular AI tailwinds ✅ Continuous analyst upgrades ✅ Upward momentum ✅ Revenue growth reacceleration phase ✅ Strong future product line up MI350 & [---] ✅ Confident CEO ✅ Still intrinsically undervalued ✅"
X Link 2025-07-15T18:36Z [----] followers, [----] engagements

"@unusual_whales Dont worry youll just refinance in [--] months Every real estate agent in [----] currently ghosting your calls. 📞👻"
X Link 2025-07-21T14:59Z [----] followers, [----] engagements

"If you liked $BMNR at $60 a share you better love $BMNR at $35 a share. Nothing has fundamentally changed about the company they are still pursuing the same strategy of accumulating $ETH The only difference is it costs half as much to own the company. Do you buy the things you want when they go on sale or when they are marked up"
X Link 2025-11-15T17:37Z [----] followers, [----] engagements

"In [----] my portfolio was $750000. Four years later Ive tripled that to $2.2 million. Key Strategy: Asymmetric bets in dislocated high-quality companies when sentiment turns negative. The wins that got us here: ✅ $AMD sub $80 ✅ $SOFI sub $5 ✅ $GOOG sub $150 ✅ $ASML sub $600 My high-conviction bets for [----] 🚀 $MELI $GRAB $TMDX $DUOL & $ZETA. The goal is a $4M portfolio by [----]. Give me a follow and lets see where the market takes us📈 https://twitter.com/i/web/status/2013025031463522744 https://twitter.com/i/web/status/2013025031463522744"
X Link 2026-01-18T23:05Z [----] followers, [----] engagements

"I think $NOW is one of the best companies to buy during this SaaS selloff. They are only going to get more important as a centralized control tower for agentic AI in the IT space and their software is only going to become more important and more integrated and engrained. They are still reporting revenue growth over 20% YoY and have sold off more than 50% from the highs. https://twitter.com/i/web/status/2022378465228738566 https://twitter.com/i/web/status/2022378465228738566"
X Link 2026-02-13T18:32Z [----] followers, [----] engagements

"Bigger than Type [--] Diabetes but completely under the radar. [--] million people are walking around with a comprised immune system and have no idea. This needs to be fixed now. Long $IBRX I challenge our policy makers to enter into any AI model -Claude/ perplexity and ask the question : how does lymphopenia relate to longevity health and cancer and what is its incidence in the US population. Next ask how well recognized is the condition of lymphopenia Next can I challenge our policy makers to enter into any AI model -Claude/ perplexity and ask the question : how does lymphopenia relate to"
X Link 2026-02-14T18:39Z [----] followers, [----] engagements

"I think what a lot of people dont understand is that this SaaS apocalypse and companies like $ADBE $CRM $NOW and $ZETA selling off is NOT because people think they will become completely obsolete or go bankrupt. Big money is selling these companies off because for the past decade SaaS has traded at an extremely high multiple because they were considered the highest quality form of recurring and reliable revenue. The threat of AI potentially resulting in seat compression cheaper alternatives and a slowdown in revenue growth is simply a fundamental re-rating of SaaS companies to a lower"
X Link 2026-02-14T20:53Z [----] followers, [---] engagements

"@HolySmokas $AMZN"
X Link 2026-02-15T01:55Z [----] followers, [---] engagements

"I def dont think its going to be the next $PLTR but based on my own research I think if they continue to execute at a high level and prove the narrative wrong that AI is disrupting their business then they can provide market beating returns from their current price well above any of the mentioned stocks on this list. Thats why I personally have a position in $DUOL and have been adding to it at this price. I think there is currently a massive dislocation in the stock price vs their fundamentals. Could I be wrong Absolutely and I am willing to take that risk."
X Link 2026-02-15T16:05Z [----] followers, [--] engagements

"And $AMZN is quietly positioning itself as the biggest winner of the AI revolution. [--]. Anthropic & Chips: Massive stake in the leading AI lab PLUS they are building on AWS Trainium chips. [--]. Retail Profitability: Robotics in fulfillment centers means margin expansion in their largest revenue segment. Amazon is the worlds leading robotic manufacturer and arguably stands the most to gain from them. [--]. The Backbone: AWS is reaccelerating. It remains the infrastructure of the internet. [--]. Ad Juggernaut: Already the 3rd largest advertiser globally and AI makes their targeting even more lethal and"
X Link 2026-02-15T17:25Z [----] followers, [----] engagements

"I think the biggest problem with $ADBE are the fears are about the future (which is unknown). No one is denying Adobe has been killing it with their fundamentals up until now but investors are pricing in a very bleak future which we dont know whether or not that will come to fruition and there is no way to determine that in the present. Its the exact same reason why $TSLA sells at such a premium but for the opposite sentiment. Everyone is pricing in an extremely bright future for Tesla in the future but again no one knows whether that will occur or not. Pricing a narrative in that has to do"
X Link 2026-02-16T02:24Z [----] followers, [---] engagements

"@amitisinvesting The man thrives on chaos theory"
X Link 2025-06-20T22:17Z [----] followers, [----] engagements

"After the pandemic inflation The Fed specifically said monetary policy would no longer be forward looking and only react to actual data being Data Dependent. Now they are saying they have to be forward looking with respect to tariffs and their POTENTIAL to create inflation. These statements are incongruous and clearly show a bias. The Fed cut rates 100bps in late [----] right around the election. At the time of those rate cuts the average inflation rate at those meetings (core PCE) was 2.8% and the average U3 rate was 4.16%. Today we are at 2.5% core PCE and 4.2% unemployment So he cut rates"
X Link 2025-06-20T22:23Z [----] followers, [----] engagements

"After the pandemic inflation The Fed specifically said monetary policy would no longer be forward looking and only react to actual data being Data Dependent. Now they are saying they have to be forward looking with respect to tariffs and their POTENTIAL to create inflation. These statements are incongruous and clearly show a bias. The Fed cut rates 100bps in late [----] right around the election. At the time of those rate cuts the average inflation rate at those meetings (core PCE) was 2.8% and the average U3 rate was 4.16%. Today we are at 2.5% core PCE and 4.2% unemployment So he cut rates"
X Link 2025-06-20T22:24Z [----] followers, [----] engagements

"After the pandemic inflation The Fed specifically said monetary policy would no longer be forward looking and only react to actual data being Data Dependent. Now they are saying they have to be forward looking with respect to tariffs and their POTENTIAL to create inflation. These statements are incongruous and clearly show a bias. The Fed cut rates 100bps in late [----] right around the election. At the time of those rate cuts the average inflation rate at those meetings (core PCE) was 2.8% and the average U3 rate was 4.16%. Today we are at 2.5% core PCE and 4.2% unemployment So he cut rates"
X Link 2025-06-20T22:25Z [----] followers, [----] engagements

"@joecarlsonshow I still think out of any publicly traded company $AMZN stands to benefit the most from a logistical proficiency aspect with regard to automation and robotics. There is a reason why its the largest position in my portfolio Long $AMZN"
X Link 2025-06-22T23:15Z [----] followers, [----] engagements

"@TrumpDailyPosts Most importantly theyve gotten it all out of their system. Woof Its like when a parent talks to a toddler. Brutal"
X Link 2025-06-23T20:00Z [----] followers, 25.1K engagements

"@BillAckman Definitely better than being known for simply saying the word Dont during geopolitical crisiss. Violence of Action. Shocking how effective it can be. Hopefully democrats are taking note"
X Link 2025-06-23T21:30Z [----] followers, [----] engagements

"@TrumpDailyPosts AOC - Another overrated Communist"
X Link 2025-06-24T16:02Z [----] followers, [----] engagements

"@joecarlsonshow Gonna be honest I didnt even know you were doing this which is funny cause Im doing the exact same thing for my two daughters and the exact same amount of $1000 per year"
X Link 2025-06-29T19:36Z [----] followers, [----] engagements

"This is one of my more recent buys that Im rather proud of Throughout the panic and chaos of the month following liberation day when everyone was screaming it was the end of American exceptionalism I doubled down on my highest conviction play in $AMZN. This buy is already up over 30% in [--] months ($30000) and I believe still has plenty more room to run 📈 No one wants to buy stocks during times of highly elevated uncertainty but those are the times where you will get THE very best deals and discounts on high quality stocks. If youre not buying when the VIX is over [--] and the Fear and Greed"
X Link 2025-06-30T02:01Z [----] followers, 66.7K engagements

"$Meta They are the dominant player in their industry and the clear cut leader in social media. High margin and recurring revenue thats growing in the double digits. Highly profitable and growing EPS. They are a cash flow generating machine. They are incorporating AI into everything they do They are a founder let company with a world class CEO And all of this at a more than fair valuation with a mid 20s forward PE ratio"
X Link 2025-07-01T23:53Z [----] followers, [----] engagements

"@amitisinvesting Bro how does it feel to pick two ten baggers in your own personal portfolio both within the past [--] years. Thats some Legendary stuff. Respect"
X Link 2025-07-02T15:21Z [----] followers, [----] engagements

"$AMZN and its not even close. Amazon is the #1 world leader cloud services and arguably provide the backbone of the internet. This high margin recurring revenue is only going to continue to grow as AI Boom continues. They are #2 in the world in streaming services with Prime video which is right behind Netflix. However unlike a Netflix subscription; Prime is so much more than just a video streaming service they have Prime music Prime reading Prime gaming and most importantly the free 2-day prime shipping which no one wants loose. All these different services bundled under Amazon Prime"
X Link 2025-07-02T19:58Z [----] followers, [----] engagements

"$GOOG is trading at a more attractive valuation but its for a reason. $AMZN does not have the existential threat to its business model that Google is currently facing with the likes of ChatGPT potentially being a disruptive force to its business model. This could be an overhang on their valuation for years preventing multiple expansion. Amazon is also not facing the intense scrutiny from the DOJ that Google is or the lawsuit Google is currently facing which could force them to sell their one core product that ties their entire ecosystem together in Google Chrome. Even with Google having the"
X Link 2025-07-08T02:28Z [----] followers, [----] engagements

"@HolySmokas Order in which I would invest. [--]. $META [--]. $SOFI [--]. $AMD [--]. $GOOG [--]. $QQQ [--]. $NVDA [--]. $HOOD [--]. $PLTR"
X Link 2025-07-08T03:10Z [----] followers, [----] engagements

"@HolySmokas Oh option [--] hands down without a doubt and its not even close: Option [--] $AMD $META $AMZN"
X Link 2025-07-08T19:12Z [----] followers, [----] engagements

"@realMeetKevin The shadow oligarchy controls everything"
X Link 2025-07-11T20:41Z [----] followers, [----] engagements

"New milestone $1900000 📈 [--] Million fast approaching. This portfolio has outperformed the broader indices for the past 5+ years by investing in high quality monopolistic compounding machines that produce large amounts of growing cash flows in a highly predictable manner (with a few moonshot lotto tickets sprinkled in). Its a cheat code to grow wealth. I always stay long but will pivot based on incoming macroeconomic data and leading economic indicators. To see how Im playing this market and the moves Im making to outperform give me a follow 🚀 Core positions - $AMZN $META $ASML $NFLX High"
X Link 2025-07-13T18:38Z [----] followers, 51.6K engagements

"$AMD hands down. They already do 9x the amount of annual revenue that $PLTR does and $AMD is still expected to grow revenue at a brisk pace of close to 20% for the next [--] years. It would take Palantir 6+ years of sustained 40% annual revenue growth to reach the amount of annual revenue that $AMD does today at $27 billion"
X Link 2025-07-15T15:01Z [----] followers, [----] engagements

"@badugi12 @amitisinvesting Bring up valid valuation concerns and just get trolled. Typical cult meme stock reaction"
X Link 2025-07-15T15:19Z [----] followers, [---] engagements

"@joecarlsonshow Talk about an over-reaction by the market. Definitely buying this dip"
X Link 2025-07-16T14:37Z [----] followers, [----] engagements

"@unusual_whales If you call everything fake that makes you look bad you start to loose credibility on what actually is fake or not"
X Link 2025-07-18T00:06Z [----] followers, 13K engagements

"@amitisinvesting Its a pure pump and dump play $OPEN has terrible fundamentals. Retail gonna be left holding the bag as usual"
X Link 2025-07-21T19:32Z [----] followers, [----] engagements

"Love getting a selloff in high quality stocks so degens can rotate into meme stocks and make +100% in less than a month. Eventually it will revert to the mean and retail will claim the market is rigged. High quality compounders will continue to grind higher over the next 5-10 years while the meme stocks will create millions of bag holders"
X Link 2025-07-23T16:13Z [----] followers, [----] engagements

"Trump knew if he made a request to unseal grand jury transcripts related to Epstein that it would be blocked. A Federal judge would never allow this in order to protect the victims involved. Trump can now use this as an excuse that hes trying to be as transparent as possible when it comes to Epstein even though he always knew his request would be denied. Its all calculated moves pretty sad"
X Link 2025-07-23T19:51Z [----] followers, [----] engagements

"@joecarlsonshow Aaaaaand down 2% AH on incredible numbers. All going according to plan"
X Link 2025-07-23T20:06Z [----] followers, [----] engagements

"@StockSavvyShay $GOOG crushes earnings shows continued strength in search and high growth in cloud and falls 2% AH The Google special baby"
X Link 2025-07-23T20:08Z [----] followers, [----] engagements

"Problem is $GOOG never gets credit for incredible performance. Opposite problem that $TSLA has. Beats across the board no signs of their core business slowing down or being disrupted high margin cloud showing continued strength. Increasing capex for cloud should be viewed as a sign of strength as it has proven to be a highly accretive investments. It may not be today but $GOOG investors will have their day. Patience"
X Link 2025-07-23T20:39Z [----] followers, [----] engagements

"@StockSavvyShay I think we can all take this comment with a grain of salt considering Elons track record with predictions"
X Link 2025-07-23T22:12Z [----] followers, [---] engagements

"I think there are many better opportunities in the market right now than $TSLA. Ones that are growing revenue double digits becoming more profitable expanding margins and trading at a much more fair valuation while still being a leader in AI like another company that reported today and absolutely smashed their earnings expectations being $GOOG"
X Link 2025-07-23T23:45Z [----] followers, [----] engagements

"@amitisinvesting No one being able to compete with Nvidia would actually be a legitimate reason to break them up. Wtf is he even talking about"
X Link 2025-07-24T03:07Z [----] followers, [----] engagements

"@joecarlsonshow What will come first investors realize $GOOG search is not dying or that $AMZN is a leader in robotics"
X Link 2025-07-24T14:46Z [----] followers, [---] engagements

"@unusual_whales Bill Clinton is not our current President of the United States"
X Link 2025-07-25T17:42Z [----] followers, [---] engagements

"@unusual_whales According to Tom Lee [---] gazillion trillion"
X Link 2025-07-27T19:01Z [----] followers, [----] engagements

"$AMD going from $75 in April of this year to $165 a few months later in July reminds me of when $PLTR ran from $7 in April [----] to $16 a few months later. Back then people said: ❌ You cant buy it now its already doubled ❌ You already missed all of the gains But guess what Palantir kept going nearly 10xing over the next two years. 📊 Key insight: Dont anchor sentiment to recent price action. Yes AMD is up 100% But that might just be the beginning. @HolySmokas and @alc2022 were the only people buying $AMD before I was and have been pounding the table since Day [--] P.S. - They bough bought $PLTR"
X Link 2025-07-29T13:21Z [----] followers, 28K engagements

"@HolySmokas $AMD will reach [---] first and its not even gonna be a close race"
X Link 2025-07-29T19:38Z [----] followers, [----] engagements

"@StockMKTNewz Hahahaha hence the bleed out of gains all day. Almost like the big players already knew"
X Link 2025-07-29T21:19Z [----] followers, [----] engagements

"@unusual_whales Hence the bleed out of gains all day after a STELLAR earnings report. Pretty brutal for the average retail investor that doesnt have inside info Almost like the big players already knew"
X Link 2025-07-29T21:30Z [----] followers, [----] engagements

"@StockSavvyShay Hence the bleed out of gains all day after a STELLAR earnings report. Pretty brutal for the average retail investor that doesnt have inside info Almost like the big players already knew"
X Link 2025-07-29T21:30Z [----] followers, 16.1K engagements

"@TheLongInvest @anthonynoto Hence the bleed out of gains all day after a STELLAR earnings report. Pretty brutal for the average retail investor that doesnt have inside info Almost like the big players already knew"
X Link 2025-07-29T21:31Z [----] followers, [----] engagements

"Diluting when youre the CEO of a barely profitable company with negative cash flows after your stock price just went up 450% in less than [--] years is a SMART play. Noto knows exactly what hes doing people. Yes the drawdown in the short term stings but the long term gains that will come from being able to reinvest this much new capital back into the business to grow their membership base and revenue will tremendous. Bullish $SOFI"
X Link 2025-07-29T23:50Z [----] followers, [----] engagements

"@unusual_whales I live along the Bay Area coastline no evacuations here yet. Current Tsunami heights are forecasted to be less than [--] foot"
X Link 2025-07-30T03:47Z [----] followers, [----] engagements

"@amitisinvesting Bro We are down almost the exact same amount 🤝"
X Link 2025-08-01T14:07Z [----] followers, 23.9K engagements

"@amitisinvesting Economy is BOOMING but we also need rate cuts IMMEDIATELY. I dont think Trump understands economics"
X Link 2025-08-01T18:25Z [----] followers, [----] engagements

"@zerohedge Zero excuse for Powell sounding as hawkish as he did regarding cutting rates at the last press conference. The entire Fed staff (besides Waller and Bowman) look like a bunch of clowns now. Jerome Powell is certainly living up to his nickname of too late"
X Link 2025-08-01T20:23Z [----] followers, [----] engagements

"@amitisinvesting Seems like data center revenue is declining though which is strange: 3.9B in Q4 [----] 3.7B in Q1 [----] 3.2B in Q2 [----] A slightly concerning trend considering right now the big bucks are all in data centers"
X Link 2025-08-05T21:13Z [----] followers, [----] engagements

"@joecarlsonshow Right now we are in story time mode. And $CRM does not have the best story far from it. One we get back to balance sheet mode $CRM will outperform but that will take a more aggressive weakening of the economy"
X Link 2025-08-07T19:49Z [----] followers, [----] engagements

"@StockSavvyShay $GOOG should be on here"
X Link 2025-08-08T14:54Z [----] followers, [----] engagements

"Your tune never should have changed in the first place Gene. There was no evidence that $GOOG was ever less dominant in Search or AI you bought into a false narrative. All recent earnings and margin trends reinforce their dominance in AI. Search revenue remains dominant with double digit growth YouTube continues to grow both in ad revenue and engagement Google Cloud has achieved growing profitability and is expanding market share and growing faster than analyst expectations and lastly their AI infrastructure (TPUs Gemini DeepMind) positions them to be a leader in the next wave of AI"
X Link 2025-08-08T15:33Z [----] followers, [----] engagements

"@TheLongInvest Rationale for CPI coming in cooler than expected - Trust me bro"
X Link 2025-08-11T15:27Z [----] followers, [----] engagements

"Joseph is trolling You have to include the /s Joseph or youre gonna put your followers into a panic lol. $MNDY is no $CRM Monday has nowhere near the moat SalesForce does and trades at far higher of a valuation. Salesforce has most of the bearish narrative already priced into their valuation at this point. Would be shocked to see $CRM move double digit percentage points lower even if earnings dont live up to expectations"
X Link 2025-08-11T19:40Z [----] followers, [----] engagements

"@joecarlsonshow I need an update on what you are for lunch today Joseph"
X Link 2025-08-12T20:29Z [----] followers, [----] engagements

"@joecarlsonshow That $AAPL position is like the one plant you keep watering even though its 99% dead But you just cant quite bring yourself to throw it out yet"
X Link 2025-08-12T23:38Z [----] followers, [----] engagements

"@TheLongInvest The best investors arent the ones who get excited when their biggest conviction names blast higher. The best investors get excited when their highest conviction names drop in price like when $AMD dropped to $75 in April"
X Link 2025-08-13T14:28Z [----] followers, [----] engagements

"The economy is not overheated the stock market is. And you dont cut rates in relation to how the stock market is doing you cut rates based on how the labor market and inflation is doing. Currently the economy is slowing consumer spending is dropping and the labor market is basically at stall speed and at risk of degrading even further leading to negative job creation. Just because the stock market is irrationally at all time highs during this period does not mean the Fed should keep rates elevated"
X Link 2025-08-13T22:02Z [----] followers, [----] engagements

"@joecarlsonshow Joe in his living room watching Charles Payne"
X Link 2025-08-14T02:18Z [----] followers, [----] engagements

"@joecarlsonshow $AMZN just expands its tentacles into everything. Its unbelievable to watch them slowly expand into every industry. They are unstoppable and have a tremendous amount of growth levers to pull in the coming years"
X Link 2025-08-14T18:44Z [----] followers, [----] engagements

"Hard agree Joseph. Forcing Google to sell Chrome isnt protecting competition its essentially punishing success. Google built Chrome kept it free all the while competing with dozens of other browsers. People choose Chrome because its simply higher quality more secure and better managed not because theyre were forced to use it. Antitrust should stop coercion not innovation"
X Link 2025-08-15T15:13Z [----] followers, [----] engagements

"@joecarlsonshow Try 100k and lets see the responses"
X Link 2025-08-15T18:21Z [----] followers, [----] engagements

"@StockSavvyShay Cathy and her stupid [--] year predictions lol"
X Link 2025-08-17T15:00Z [----] followers, [---] engagements

"Dont panic on red days. They have been infrequent as of late but this is not the start of a market crash. Healthy pullbacks are normal the stock market does not go up in a straight line. Remember markets dont crash because of extended or high valuations. There needs to be a catalyst combined with expensive valuations for a significant market crash. I do believe we will eventually have a recession because the Fed will be late again on cutting rates but now is not that time. Embrace the pull back ride it out and we continue higher in the short term"
X Link 2025-08-19T21:33Z [----] followers, 11.7K engagements

"Bro what numbers are you looking at $PLTR does not have a PEG ratio of 1.6x lol For a PEG ratio you divide PE ratio by its average EPS growth. Over the next [--] years analysts expect on average for Palantir to grow EPS by around 40% thats a pretty healthy estimate. Now divide Palantirs forward GAAP PE ratio of around [---] by their forward [--] year expected EPS growth of 40% and that leaves you with a forward PEG ratio of around [--]. Yes you saw that correctly Palantir has a forward PEG ratio of 6"
X Link 2025-08-24T15:36Z [----] followers, [----] engagements

"@joecarlsonshow Big Joe getting trolled by his own investment. Gotta love it"
X Link 2025-09-05T15:33Z [----] followers, [----] engagements

"With $ASML its not a matter of if it will take off its a matter of when. The demand for advanced lithography isnt optional its literally the backbone of every next-gen chip. As chip complexity rises ASMLs monopoly on EUV and its expanding DUV backlog create a fundamentals story that keeps compounding. There is no hype in the ASML story its structural growth baked into the future of semiconductors. Im absolutely long ASML and the more the stock price stays suppressed the longer it gives me to accumulate shares at a cheaper price"
X Link 2025-09-06T15:55Z [----] followers, [----] engagements

"Whats my biggest hedge right now against a severe downturn in the stock market $TLT and its the easiest decision Ive made in a while . Pays me a hefty +4% dividend while I wait for the economy to weaken further and the unemployment rate to spike which it will. Then once the labor market fully cracks and the Fed begins panic rate cutting TLT moons. Graph below shows how long these long duration bonds have been suppressed below historical norms due to high interest rates for +3 years. When the Fed finally starts substantially cutting rates to save the labor market the rebound back up will be"
X Link 2025-09-07T16:06Z [----] followers, [----] engagements

"@joecarlsonshow People really acting like a 2% starter position in Duolingo is a scandal. Its a small-cap growth stock. Volatility is literally the point. You build a portfolio by mixing stable compounders and high-upside bets. Anyone mad about this has no clue how investing actually works"
X Link 2025-09-07T17:38Z [----] followers, [----] engagements

"@joecarlsonshow Damn. Thought your portfolio was going to [--] with your crazy 2% allocation to $DUOL"
X Link 2025-09-09T19:17Z [----] followers, [----] engagements

"@HolySmokas This was done by an operator"
X Link 2025-09-11T01:57Z [----] followers, [----] engagements

"$AMZN and its not even close Why The secular tailwinds are insane: 📦 Retail margins expanding could be the biggest profit driver yet ☁ AWS is the backbone of the internet and growing at roughly 20% YoY 🎬 Prime Video is already #2 in the world in streaming and has ultra-low churn 📊 3rd largest advertiser on earth which is high-margin revenue & double-digit growth 🤖 Worlds largest robotics manufacturer 🛰 Project Kuiper set to rival Starlink 🚕 Zoox = early play on robotaxis Amazon has its hands in EVERYTHING. One of the most well diversified growth engines on earth. This isnt a stock its"
X Link 2025-09-13T14:18Z [----] followers, 30.1K engagements

"@joecarlsonshow All you need to know is they are both current professional boxers in their prime and thankfully not a social media influencer posing as a boxer versus a retired boxer whos nearly 60"
X Link 2025-09-13T15:40Z [----] followers, [----] engagements

"If I had to buy one of these it would $ADBE All of the metrics and fundamentals of their business are still growing its highly free cash flow positive and now trading at a dirt cheap valuation. Its only selling off because of the narrative that AI is disrupting their moat but the numbers dont show that"
X Link 2025-09-13T21:10Z [----] followers, [----] engagements

"@StockMKTNewz My four largest holdings in order. [--]. $AMZN [--]. $META [--]. $NFLX [--]. $ASML"
X Link 2025-09-15T00:57Z [----] followers, [----] engagements

"@StockSavvyShay Such a trash company"
X Link 2025-09-22T00:26Z [----] followers, [----] engagements

"@Mr_Derivatives This stock is going to be the best perfoming mag [--] stock over the next [--] years but it in the book. You dont own enough $AMZN"
X Link 2025-09-22T21:36Z [----] followers, [----] engagements

"100% agree and I believe $AMZN is the most asymmetric bet in the stock market today. Most upside with the most limited amount of downside. Why The secular tailwinds are insane: 📦 Retail margins expanding could be the biggest profit driver yet ☁ AWS is the backbone of the internet and growing at roughly 20% YoY 🎬 Prime Video is already #2 in the world in streaming and has ultra-low churn 📊 3rd largest advertiser on earth which is high-margin revenue & double-digit growth 🤖 Worlds largest robotics manufacturer 🛰 Project Kuiper set to rival Starlink 🚕 Zoox = early play on robotaxis Amazon"
X Link 2025-09-23T17:00Z [----] followers, 18.2K engagements

"@joecarlsonshow [--]. $AMZN [--]. $META [--]. $AMD [--]. $DUOL [--]. $UNH I was buying $ASML but and now holding off after its 20% run up"
X Link 2025-10-01T14:25Z [----] followers, [----] engagements

"Investors can never seem to see the forest through the trees with $GOOG OpenAI browser is not a search engine its an AI overlay using Googles own results. Additionally Googles moat isnt tech its distribution data and advertiser trust and Google owns all three. Selling $GOOG on this headline is like selling $AMZN because someone launched a Shopify plugin"
X Link 2025-10-21T17:32Z [----] followers, [----] engagements

"@Mr_Derivatives Addiction doesnt care how much money you make"
X Link 2025-10-23T16:05Z [----] followers, [----] engagements

"@HolySmokas $CRM and $ADBE"
X Link 2025-10-23T17:27Z [----] followers, [----] engagements

"Sounds great in theory especially because that $154000 would essentially be risk-free. But when you realize just sticking it in the S&P500 would yield you ON AVERAGE around $400000/year which as an investor with a longterm investing time horizon (20+ years) is essentially risk-free as well its puts things in perspective"
X Link 2025-10-27T19:36Z [----] followers, [----] engagements

"@Mr_Derivatives Having no bears left would be the biggest bearish catalyst left"
X Link 2025-10-28T18:17Z [----] followers, [---] engagements

"@joecarlsonshow But if you save $300 a month on your mortgage and you invest that $300 into the S&P500 every month you would have a [--] million dollar portfolio after [--] years 🤔"
X Link 2025-11-11T03:36Z [----] followers, [----] engagements

"@amitisinvesting $AMD has begun its transformation into advanced money duplicator 💰"
X Link 2025-11-11T19:07Z [----] followers, [----] engagements

"@zerohedge The only thing Verizon can do with actual haste is increased their layoffs. At this rate they are gonna begin laying people off that dont even work at their company"
X Link 2025-11-13T22:23Z [----] followers, [----] engagements

"@amitisinvesting I mean when $GOOG was trading below a [--] P/E ratio it was a perfect value stock for ol Warren to buy"
X Link 2025-11-14T21:13Z [----] followers, 14.6K engagements

"@Mr_Derivatives I want to disagree because its such a wildly optimistic pie in the sky call. But my man Tom Lee has been more right than anyone these last [--] years Hard to doubt him now"
X Link 2025-11-15T01:11Z [----] followers, [----] engagements

"@StockSavvyShay @fiscal_ai The mag [--] are not in a bubble that much is obvious enough they are all highly profitable with large cash flows. Its really the unprofitable stocks that have run up 100s of percent this year like $IREN $OKLO $OPEN and $MP that are in a bubble"
X Link 2025-11-15T15:21Z [----] followers, 11.2K engagements

"@StockSavvyShay $TSLA being on this list is laughable for driving real world AI What do they have a monopoly on Making ugly cars"
X Link 2025-11-16T15:31Z [----] followers, [----] engagements

"@HolySmokas When something has no intrinsic value and simply trades at the price the next person is willing to pay this is what happens"
X Link 2025-11-16T22:34Z [----] followers, [----] engagements

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@P_Earns24
/creator/twitter::P_Earns24