# ![@QualCompounders Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2015193191859838977.png) @QualCompounders Quality Compounders

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

### Engagements: [-----] [#](/creator/twitter::2015193191859838977/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015193191859838977/c:line/m:interactions.svg)

- [--] Week [------] -1.70%

### Mentions: [--] [#](/creator/twitter::2015193191859838977/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015193191859838977/c:line/m:posts_active.svg)

- [--] Week [---] +8.20%

### Followers: [---] [#](/creator/twitter::2015193191859838977/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015193191859838977/c:line/m:followers.svg)

- [--] Week [---] +272%

### CreatorRank: [-------] [#](/creator/twitter::2015193191859838977/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2015193191859838977/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  75.53% [technology brands](/list/technology-brands)  50.53% [finance](/list/finance)  36.7% [cryptocurrencies](/list/cryptocurrencies)  6.91% [automotive brands](/list/automotive-brands)  1.06% [financial services](/list/financial-services)  #1529 [countries](/list/countries)  0.53%

**Social topic influence**
[$amzn](/topic/$amzn) #249, [$amd](/topic/$amd) #168, [$meta](/topic/$meta) #200, [meta](/topic/meta) 16.49%, [ai](/topic/ai) 15.43%, [$adbe](/topic/$adbe) #44, [stocks](/topic/stocks) #4274, [$sofi](/topic/$sofi) #106, [$tsm](/topic/$tsm) #82, [$googl](/topic/$googl) 7.98%

**Top accounts mentioned or mentioned by**
[@longgameequity](/creator/undefined) [@unknownbio](/creator/undefined) [@mikelongterm](/creator/undefined) [@financejack44](/creator/undefined) [@thefinpitch](/creator/undefined) [@willbiddy](/creator/undefined) [@tradechronicle](/creator/undefined) [@amd](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@compoundingirl](/creator/undefined) [@notabull](/creator/undefined) [@caffinatedcash](/creator/undefined) [@wellsfargo](/creator/undefined) [@colestrades](/creator/undefined) [@ashton1nvests](/creator/undefined) [@thelonginvest](/creator/undefined) [@stockboildown](/creator/undefined) [@blythetrades](/creator/undefined) [@brnmeetswlth](/creator/undefined) [@qualityinvest5](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Advanced Micro Devices (AMD)](/topic/$amd) [Metadium (META)](/topic/$meta) [Adobe, Inc. (ADBE)](/topic/$adbe) [RAI Finance (SOFI)](/topic/$sofi) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Constellation Energy Corp (CEG)](/topic/$ceg) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alibaba Group (BABA)](/topic/$baba) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [ZetaChain (ZETA)](/topic/$zeta) [Salesforce Inc (CRM)](/topic/$crm) [Workday Inc (WDAY)](/topic/$wday) [Now Coin (NOW)](/topic/$now) [Apple, Inc. (AAPL)](/topic/$aapl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Microsoft Corp. (MSFT)](/topic/$msft) [Broadcom, Inc. (AVGO)](/topic/$avgo) [PancakeSwap (CAKE)](/topic/$cake) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Shopify Inc (SHOP)](/topic/$shop) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tesla, Inc. (TSLA)](/topic/$tsla) [CatCoin (CAT)](/topic/$cat) [American Express Company (AXP)](/topic/$axp) [Walmart, Inc. (WMT)](/topic/$wmt) [Bitcoin (BTC)](/topic/$btc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$JD trades way too cheaply at a forward P/E of [---]. It is trading like a dying company. Revenue has grown 15% over the last [--] years. Cash flow is down temporarily to fund new business ventures; food delivery should normalize in the coming quarters. Stock is significantly undervalued fair value is $45+. https://twitter.com/i/web/status/2016343975473422390 https://twitter.com/i/web/status/2016343975473422390"  
[X Link](https://x.com/QualCompounders/status/2016343975473422390)  2026-01-28T02:54Z [--] followers, [---] engagements


"$AAPL earnings after the bell todaywhos ready 📈🔔 Consensus estimates (Q1 2026): EPS: $2.65 (+10.4% YoY) 📊 Revenue: $138.25B (+11.2% YoY) 📊 Guidance (Q2 [----] expected): EPS: $1.90$2.00 (+5.3% YoY) 📊 Revenue: $104B$107B (+12.0% YoY) 📊"  
[X Link](https://x.com/QualCompounders/status/2016888829022523556)  2026-01-29T14:59Z [---] followers, [--] engagements


"@StockChaser_ Agreed I hold $JD"  
[X Link](https://x.com/QualCompounders/status/2016944954426142925)  2026-01-29T18:42Z [---] followers, [----] engagements


"$AAPL Q1 [----] earnings are out: 🚨 ✅ EPS estimate: $2.67 actual: $2.84📈 ✅ Revenue estimate: $138.47B actual: $143.8B 📈 Q2 [----] guidance: ✅ Revenue: $105.5B estimate $107B$110B expected 📈 Total [----] capex: $12B$15B expected 📈"  
[X Link](https://x.com/QualCompounders/status/2016990681651188014)  2026-01-29T21:43Z [--] followers, [---] engagements


"@MikeLongTerm @WellsFargo @AMD Wall Street is finally starting to catch up. Huge demand for MI450"  
[X Link](https://x.com/QualCompounders/status/2017273702535029124)  2026-01-30T16:28Z [--] followers, [---] engagements


"$PLTR One of the most anticipated earnings reports after the bell tomorrow. 🔔 🎯 Insane Expectations: With a sky-high valuation they need to keep posting strong numbers to justify it. The market expects revenue growth of +62% YoY. 🎯 Rich Valuation: Trading at a forward P/E of [------] there is zero margin for errorany disappointment will send the stock tumbling. 📌 Verdict: The valuation is too rich for me risk/reward-wise. Staying on the sidelines. https://twitter.com/i/web/status/2018052378545791438 https://twitter.com/i/web/status/2018052378545791438"  
[X Link](https://x.com/QualCompounders/status/2018052378545791438)  2026-02-01T20:02Z [---] followers, [---] engagements


"Earnings on deck for the coming week. 🚨📊 I will be following $AMD $PYPL $GOOGL $GOOG $QCOM and $AMZN. Follow for earnings updates and insights. #Earnings #StockMarket #Investing"  
[X Link](https://x.com/QualCompounders/status/2018127231600726181)  2026-02-02T01:00Z [--] followers, [---] engagements


"My top [--] highest-conviction picks for [----] 📈💎 [--] $META [--] $TSM [--] $AMZN [--] $AMD [--] $BABA"  
[X Link](https://x.com/QualCompounders/status/2018142326359761020)  2026-02-02T02:00Z [--] followers, [---] engagements


"SaaS stocks have had a rough start to [----]. Will they recover or are we in for more weakness 📉🩸 $CRM (-20%) $NOW (-23.80%) $ADBE (-16.38%) $WDAY (-18.39%) #SaaS See my thoughts 👇 The market is mispricing SaaS because it doesnt understand what a moat actually is.📉💥 As a Senior Dev I can tell you: The moat isn't the software. It's the domain expertise understanding the customer needs. You can copy the UI. You cant copy [--] years of understanding a The market is mispricing SaaS because it doesnt understand what a moat actually is.📉💥 As a Senior Dev I can tell you: The moat isn't the"  
[X Link](https://x.com/QualCompounders/status/2018308425797775476)  2026-02-02T13:00Z [---] followers, [---] engagements


"$HIMS is democratizing healthcare 📊 $HOOD and $SOFI are democratizing finance. $ZETA is disrupting the advertising space with innovative AI-enabled ad tech. Which ones are you bullish on 🤔"  
[X Link](https://x.com/QualCompounders/status/2018353721881862340)  2026-02-02T16:00Z [---] followers, [---] engagements


"Head fake from the futures from where futures opened.📈 $SPY $QQQ $DOW $NDAQ Stock Futures out📉 Will the weakness in the crypto market spill into the equity market 🤔 Stock Futures out📉 Will the weakness in the crypto market spill into the equity market 🤔"  
[X Link](https://x.com/QualCompounders/status/2018365710188126485)  2026-02-02T16:47Z [--] followers, [---] engagements


"$PLTR just shattered every analyst estimate on earnings and [----] guidance. 📈 Financials 📊 🎯 Revenue Growth: +70% YoY ($1.41B) accelerating for the 4th straight quarter. 🎯 US Commercial: Exploded +137% YoY ($507M) as AIP adoption hits escape velocity. 🎯 US Government: Grew +66% YoY ($570M) behind massive new defense contracts. 🎯 Next-Quarter Guide: Forecasted +74% growth ($1.53B) vs. $1.33B expected. Strengths 💪 🎯 Unprecedented Scale: Achieving a "Rule of 40" score of 127% hyper-growth meets massive profitability. 🎯 Category of One: No real competition; their "bootcamp" strategy is"  
[X Link](https://x.com/QualCompounders/status/2018482738777473290)  2026-02-03T00:32Z [--] followers, [---] engagements


"$PYPL earnings before the bell tomorrow🔔🚨 Consensus Estimates (Q4 2025): - EPS: $1.29 (+8.4% YoY) 📊 - Revenue: $8.77B$8.79B (+4.8% YoY) 📊 Guidance (Q1 [----] expected): - EPS: $1.35$1.45 (+6% YoY) 📊 - Revenue: $8.1B$8.3B (+5% YoY) 📊 Key things the street will watch: 💡 Improvement in unbranded growth and accelerated Venmo monetization. https://twitter.com/i/web/status/2018493371963117580 https://twitter.com/i/web/status/2018493371963117580"  
[X Link](https://x.com/QualCompounders/status/2018493371963117580)  2026-02-03T01:14Z [---] followers, [----] engagements


"$AMD stock is running up into earnings. 📈 Tomorrow after the bell will be the moment of truth. 🔔"  
[X Link](https://x.com/QualCompounders/status/2018541959833690189)  2026-02-03T04:28Z [--] followers, [---] engagements


"Rough couple of years for PainPalI mean $PYPL holders. Will tomorrow's earnings be the catalyst to finally move the stock #Fintech #PainPal See the street estimates 👇 $PYPL earnings before the bell tomorrow🔔🚨 Consensus Estimates (Q4 2025): - EPS: $1.29 (+8.4% YoY) 📊 - Revenue: $8.77B$8.79B (+4.8% YoY) 📊 Guidance (Q1 [----] expected): - EPS: $1.35$1.45 (+6% YoY) 📊 - Revenue: $8.1B$8.3B (+5% YoY) 📊 Key things the street will watch: $PYPL earnings before the bell tomorrow🔔🚨 Consensus Estimates (Q4 2025): - EPS: $1.29 (+8.4% YoY) 📊 - Revenue: $8.77B$8.79B (+4.8% YoY) 📊 Guidance (Q1 2026"  
[X Link](https://x.com/QualCompounders/status/2018543428427030941)  2026-02-03T04:33Z [--] followers, [---] engagements


"@ColesTrades $ADBE and $CEG"  
[X Link](https://x.com/QualCompounders/status/2018644750174437477)  2026-02-03T11:16Z [---] followers, [---] engagements


"$PYPL Very bad report. Alex Chriss out as CEO replaced by Enrique Lores. I take full responsibility for the call. Will do a deeper dive on the report this evening"  
[X Link](https://x.com/QualCompounders/status/2018664101887770789)  2026-02-03T12:33Z [--] followers, [---] engagements


"Lisa Su-led $AMD is set to report after the bell. 🚨🔔 Consensus Estimates (Q4 2025): EPS: $1.12$1.32 (+27% YoY) 📊 Revenue: $9.67B (+25% YoY) 📊 Guidance (Q1 [----] expected): EPS: $0.99$1.22 (+21% YoY) 📊 Revenue: $9.4B$9.5B (+26% YoY) 📊 Key focus on the Street: 💡 Data center ramp and AI accelerator (Instinct MI350/MI450) momentum. https://twitter.com/i/web/status/2018670808101466602 https://twitter.com/i/web/status/2018670808101466602"  
[X Link](https://x.com/QualCompounders/status/2018670808101466602)  2026-02-03T13:00Z [--] followers, [---] engagements


"$PYPL The earnings report today was a thesis changer. I took the loss and will deploy the capital elsewhere. Over the years Ive learned you dont have to make the money back the same way you lost it. Thesis Breakers: 🎯 Revenue growth missed guidance: 3.7% YoY 🎯 Weak guidance projecting roughly flat EPS growth next quarter 🎯 Weak branded checkout growth of 1% showing competitive pressure 🎯 Transactions per account declined 5% YoY $PYPL Q4 [----] earnings are out: 🚨 🟥 EPS estimate: $1.29 actual: $1.23 📊 🟥 Revenue estimate: $8.8B actual: $8.68 📊 Q1 [----] guidance: 🟥 EPS: $1.38 estimate vs"  
[X Link](https://x.com/QualCompounders/status/2018691770326938062)  2026-02-03T14:23Z [--] followers, [---] engagements


"SaaS companies can't catch a break getting wrecked in the broad market sell-off. 📉🩸 $ADBE (-7.4%) $CRM (-7.9%) $NOW (-7.76%) $WDAY (-9%) #SaaS"  
[X Link](https://x.com/QualCompounders/status/2018755468944945307)  2026-02-03T18:36Z [---] followers, [---] engagements


"@insiderinvests Wil do some more due diligence looks attractive in the low 20s"  
[X Link](https://x.com/QualCompounders/status/2018758850992545937)  2026-02-03T18:49Z [--] followers, [----] engagements


"Is there a better CEO comeback story than Dr. Lisa Su 👑 She took $AMD from the brink of bankruptcy at $2.70/share to a global semiconductor powerhouse. The Playbook: 🎯Asset Light: Spun off the manufacturing arm in [----] (GlobalFoundries) to go 100% Fabless. 🎯The TSMC Pivot: Swapped GlobalFoundries for $TSM for high-end chips. 🎯Node Superiority: While was stuck on 14nm/10nm "refinements" AMD surged ahead to 7nm 5nm and now 3nm. 🎯Market Dominance: Used that efficiency edge to devour Intels market share in Desktop Laptop andmost importantlyData Centers. 📌The Result: A 4000%+ return since"  
[X Link](https://x.com/QualCompounders/status/2018761406049296449)  2026-02-03T19:00Z [---] followers, [---] engagements


"@CarsonTalkMoney It happens these are the days you need to add on"  
[X Link](https://x.com/QualCompounders/status/2018779974212182057)  2026-02-03T20:13Z [--] followers, [--] engagements


"@CarsonTalkMoney Great I added some $CEG $META and $ADBE good luck"  
[X Link](https://x.com/QualCompounders/status/2018787558927569375)  2026-02-03T20:43Z [--] followers, [---] engagements


"$AMD Q4 [----] earnings are out after the bell: 🚨 ✅EPS estimate: $1.32 actual: 1.53📈 ✅Revenue estimate: $9.67B actual: 10.3B📈 Q1 [----] guidance: ✅Revenue: $9.65B estimate 9.5B to 10.1B actual 📈"  
[X Link](https://x.com/QualCompounders/status/2018798568715546877)  2026-02-03T21:27Z [--] followers, [----] engagements


"$AMD Stock falls even after a triple beat. 📉 See the results 👇 $AMD Q4 [----] earnings are out after the bell: 🚨 ✅EPS estimate: $1.32 actual: 1.53📈 ✅Revenue estimate: $9.67B actual: 10.3B📈 Q1 [----] guidance: ✅Revenue: $9.65B estimate 9.5B to 10.1B actual 📈 $AMD Q4 [----] earnings are out after the bell: 🚨 ✅EPS estimate: $1.32 actual: 1.53📈 ✅Revenue estimate: $9.67B actual: 10.3B📈 Q1 [----] guidance: ✅Revenue: $9.65B estimate 9.5B to 10.1B actual 📈"  
[X Link](https://x.com/QualCompounders/status/2018805572330827911)  2026-02-03T21:55Z [--] followers, [---] engagements


"$AMD released record earnings even as the stock slipped. See the breakdown below. Financial Performance: 🎯 Record Revenue: $10.3B (+34% YoY) beating the $9.7B consensus. 🎯 Record Adj. EPS: $1.53 (+40% YoY) a $0.21 beat. 🎯 Margins: Non-GAAP gross margin reached 57% (benefited from a $360M inventory release; "clean" margin still high at 55%). Segment Strength: 🎯 Data Center: $5.4B (+39% YoY) now the majority of total revenue. 🎯 Client (PC): $3.1B (+34% YoY) driven by AI PC Ryzen demand. The Road to 2030: 🎯 Growth Guidance: Targeting 35%+ revenue CAGR over the next [--] years. 🎯 AI"  
[X Link](https://x.com/QualCompounders/status/2018847999934210295)  2026-02-04T00:44Z [--] followers, [---] engagements


"@alc2022 Earnings killed it but the stock reacted poorly. Not worried"  
[X Link](https://x.com/QualCompounders/status/2018905243111600379)  2026-02-04T04:31Z [--] followers, [---] engagements


"@PronkDaniel SaaS might be $GOOGL like opportunity"  
[X Link](https://x.com/QualCompounders/status/2018911907529597050)  2026-02-04T04:58Z [--] followers, [---] engagements


"$GOOGL reporting today after the close 🔔🚨 Consensus Estimates (Q4 2025): EPS: $2.58 (+20.0% YoY) 📊 Revenue: $94.7B (+16.0% YoY) 📊 Guidance (Q1 [----] expected): EPS: $2.51$2.65 (+11.4% YoY) 📊 Revenue: $82B$85B (+12.5% YoY) 📊 Key things the street is watching: 💡 Street expects a massive 35% YoY jump in Cloud revenue ($16.25B) given the high AI CapEx. https://twitter.com/i/web/status/2019033202292072539 https://twitter.com/i/web/status/2019033202292072539"  
[X Link](https://x.com/QualCompounders/status/2019033202292072539)  2026-02-04T13:00Z [--] followers, [---] engagements


"$QCOM earnings on deck for today after the bell 🔔🚨 Consensus Estimates (Q1 2026): EPS: $3.37 (-1.2% YoY) 📊 Revenue: $12.23B (+4.8% YoY) 📊 Guidance (Q2 [----] expected): EPS: $2.35$2.50 (+6.0% YoY) 📊 Revenue: $10.5B$11.2B (+5.5% YoY) 📊 Key things street will be looking for.💡 Market has jitters about potential $APPL handset revenue at risk. IOT and Automotive segments growth will be key drivers to offset that potential loss. https://twitter.com/i/web/status/2019048303501963594 https://twitter.com/i/web/status/2019048303501963594"  
[X Link](https://x.com/QualCompounders/status/2019048303501963594)  2026-02-04T14:00Z [---] followers, [---] engagements


"SaaS companies are trading as if they are getting disrupted by AI down huge YTD ( $CRM $ADBE $NOW $WDAY). 📉 But no disruption has shown up in the numbers yet. They said the same thing about $GOOGL when ChatGPT launched and it never happened. The market does not understand that SaaS is not just the UIit is the ecosystem industry knowledge and deep understanding of customer needs. These companies are heavily entrenched. Picking the strong SaaS leaders should lead to great returns especially at these multiples. https://twitter.com/i/web/status/2019078497109524612"  
[X Link](https://x.com/QualCompounders/status/2019078497109524612)  2026-02-04T16:00Z [--] followers, [---] engagements


"$META stock continues to be pulled down with the broader market sell-off. 📉📊 Trading at a low 20x forward P/E and with guidance for 30% revenue growth next quarter it is a steal here. 💎 When a stock sells off on the back of amazing earnings that is the time to accumulate. 💰 $META Q4 [----] earnings are out: 🚨 ✅ EPS estimate: $8.22 actual: $8.88 📊 ✅ Revenue estimate: $58.47B actual: $59.89B 📊 Q1 [----] guidance: ✅ Revenue: $51.41B estimate $53.5B$56.5B actual 📊 Total [----] capex: $115B$135B 📊 https://t.co/3Qi2wy2LtS $META Q4 [----] earnings are out: 🚨 ✅ EPS estimate: $8.22 actual: $8.88 📊"  
[X Link](https://x.com/QualCompounders/status/2019080023940976839)  2026-02-04T16:06Z [--] followers, [---] engagements


"Initiated a starter position in $SOFI the one-stop shop for financial services. The stock continues to trade lower despite blowout earnings. 📉📊 See my earnings and analysis 👇. $SOFI the one-stop shop for financial services absolutely crushed earnings 📈📊 Total revenue grew 37% YOY member growth rose 41% YOY and product growth increased 41% YOY. The company is perfectly positioned to capture the young generation through student loan and credit https://t.co/vEklcZ7Vxs $SOFI the one-stop shop for financial services absolutely crushed earnings 📈📊 Total revenue grew 37% YOY member growth"  
[X Link](https://x.com/QualCompounders/status/2019105436876619876)  2026-02-04T17:47Z [---] followers, [---] engagements


"Stacy Rasgon CNBCs go-to chip analyst continues to trash $AMD even after the triple beat saying they have no big customers. What is he smoking People are lining up to get their hands on the MI400X series for inference.🔥📈📊 Some big-name customers include $META $MSFT $ORCL and OpenAI. https://twitter.com/i/web/status/2019117466199179495 https://twitter.com/i/web/status/2019117466199179495"  
[X Link](https://x.com/QualCompounders/status/2019117466199179495)  2026-02-04T18:34Z [--] followers, [---] engagements


"Bloodbath for $AMD today. By the price action you would never have known they just crushed earnings. 📉🩸"  
[X Link](https://x.com/QualCompounders/status/2019127879846748378)  2026-02-04T19:16Z [--] followers, [---] engagements


"$QCOM Q1 [----] earnings are out:🚨 Financials: 📊 ✅ EPS actual: $3.48 estimate: $3.38 ✅ Revenue actual: $12.45B estimate: $12.12B Q2 [----] guidance: 🟥 Revenue: $10.7B$11.5B actual $11.08B estimate Highlights:💡 🎯 Premium Android Strength: Record QCT handset revenues were driven by the launch of the Snapdragon [--] Elite Gen [--] with management noting strong demand for next-generation flagship AI smartphones. 🎯 Diversification Momentum: Automotive revenue reached a new record as the company continues its pivot toward the "Snapdragon Digital Chassis" while the new entry into the AI inference data"  
[X Link](https://x.com/QualCompounders/status/2019155334552772923)  2026-02-04T21:05Z [---] followers, [---] engagements


"$GOOGL Q4 [----] earnings are out:🚨 Financials: 📊 ✅ EPS actual: $2.84 estimate: $2.64 ✅ Revenue actual: $113.83B estimate: $111.45B Q1 [----] guidance: ✅ Revenue: $98.5B$101B actual $96.8B estimate Highlights:💡 🎯 Cloud Acceleration: Google Cloud revenue surged 48% year-over-year crossing $17B for the quarter as enterprise adoption of the Gemini [---] model drove record backlog conversions. 🎯 AI Search Resilience: Despite concerns over AI competitors Search & Other revenue grew 14% with Sundar Pichai noting that "AI Overviews" have reached a milestone of [---] billion monthly users increasing"  
[X Link](https://x.com/QualCompounders/status/2019158354556264842)  2026-02-04T21:17Z [--] followers, [---] engagements


"$GOOGL AI Overviews are killing itthey've reached 2.5B monthly users. This is cannibalizing revenue from traditional news outlets and reducing click-through rates. The Washington Post just cut a third of its staff. I just used a $GOOGL search overview to view their earnings reportpretty crazy. 📊 https://twitter.com/i/web/status/2019205069233639899 https://twitter.com/i/web/status/2019205069233639899"  
[X Link](https://x.com/QualCompounders/status/2019205069233639899)  2026-02-05T00:22Z [--] followers, [---] engagements


"@LongGameEquity @zerohedge Bullish $CEG 👀"  
[X Link](https://x.com/QualCompounders/status/2019208321954349181)  2026-02-05T00:35Z [---] followers, [---] engagements


"@StockSavvyShay She is always the one that shows up late to the part"  
[X Link](https://x.com/QualCompounders/status/2019228600067883221)  2026-02-05T01:56Z [--] followers, [----] engagements


"@WealthCoachMak Exactly individual stocks is not for everybody"  
[X Link](https://x.com/QualCompounders/status/2019272936625209706)  2026-02-05T04:52Z [--] followers, [--] engagements


"@Lakeviewfam01 It has a pretty competitive interest rate"  
[X Link](https://x.com/QualCompounders/status/2019277995828195768)  2026-02-05T05:12Z [--] followers, [--] engagements


"$AMZN The e-commerce giant is set to report after the bell🔔🚨 Consensus Estimates (Q4 2025): EPS: $1.97$1.98 (+6.5% YoY) 📊 Revenue: $211.3B$211.5B (+12.6% YoY) 📊 Guidance (Q1 [----] expected): EPS: $1.71$1.85 (+10% YoY) 📊 Revenue: $185B$190B (+13% YoY) 📊 Key things the Street will watch: 💡 With capex exceeding $150B focus will be on AWS growth expected to remain above 20%. https://twitter.com/i/web/status/2019395584214405499 https://twitter.com/i/web/status/2019395584214405499"  
[X Link](https://x.com/QualCompounders/status/2019395584214405499)  2026-02-05T13:00Z [---] followers, [---] engagements


"Just added some more $SOFI and $AMZN. Best time to buy is when there is blood in the streets.📉🩸 #stocks #investing"  
[X Link](https://x.com/QualCompounders/status/2019420375172469083)  2026-02-05T14:38Z [--] followers, [----] engagements


"Extreme levels of fear in this market. 😱⚠ People are worried about the new Fed chair. If you cant control your emotions and panic-sell you are not an investor. Focus on the fundamentals of companies and buy good ones at discounts. Contrary to how most people act stocks actually get safer the lower they go. And never use margin. #StockMarketCrash #Stocks https://twitter.com/i/web/status/2019433915157528752 https://twitter.com/i/web/status/2019433915157528752"  
[X Link](https://x.com/QualCompounders/status/2019433915157528752)  2026-02-05T15:32Z [---] followers, [--] engagements


"@JesseCohenInv Sell-off makes sense if this is a threat to software then why are chip stocks selling off as well. This should be bullish for chips. The market is irrational in the short term"  
[X Link](https://x.com/QualCompounders/status/2019461738735755311)  2026-02-05T17:22Z [--] followers, [---] engagements


"@Ashton_1nvests Honestly all of the big ones they are selling off as a basket: $ADBE $CRM $NOW $WDAY"  
[X Link](https://x.com/QualCompounders/status/2019466016980423067)  2026-02-05T17:39Z [---] followers, [---] engagements


"@Vivek4real_ @grok How has crypto performed since Trump has come into office"  
[X Link](https://x.com/QualCompounders/status/2019467041665613893)  2026-02-05T17:43Z [--] followers, [----] engagements


"In the past year $AMD went from Advanced Money Destroyer to Advanced Money Doubler once they proved they were a real competitor in the AI chip race. The narrative can shift quickly: trading in the low 100s we are now past $200. I expect good things from them in the coming years. https://twitter.com/i/web/status/2019471082646802726 https://twitter.com/i/web/status/2019471082646802726"  
[X Link](https://x.com/QualCompounders/status/2019471082646802726)  2026-02-05T18:00Z [--] followers, [---] engagements


"@CompoundinGirl Great picks. I have $BABA as well. I'm bullish on it too. Their Qwen model is killing itthey're up to [---] million users"  
[X Link](https://x.com/QualCompounders/status/2019485358921015419)  2026-02-05T18:56Z [--] followers, [--] engagements


"$AMZN the e-commerce giant reports Q4 results today after the 🔔. 👀All eyes are on the two high-margin engines that actually power the bottom line: 🔹 AWS: The primary profit engine typically accounting for 60% of total operating income. 🔹 Advertising: The highest-margin segment (est. 50%-75%) and a massive subsidizer for retail. Key metrics to watch: 💡 AWS growth acceleration and retail margin expansion. https://twitter.com/i/web/status/2019496984533692714 https://twitter.com/i/web/status/2019496984533692714"  
[X Link](https://x.com/QualCompounders/status/2019496984533692714)  2026-02-05T19:42Z [--] followers, [---] engagements


"See the DCF for $ADBE at 12% EPS growth over the next [--] years gets you to a $736 stock. This delivers a 20% CAGR with conservative projections. 💼📊📈 #SaaS #Stocks #Investing"  
[X Link](https://x.com/QualCompounders/status/2019501282579353849)  2026-02-05T20:00Z [---] followers, [---] engagements


"$AMZN just said hold my beer to $GOOGL they just announced an absurd $200B in data center capex compared to $GOOGL $175B$185B"  
[X Link](https://x.com/QualCompounders/status/2019531899442696510)  2026-02-05T22:01Z [---] followers, [---] engagements


"$AMZN Further Breakdown Financials: 📊 🔵 Revenue Growth: +14% YoY 🔵 Operating Income: $24.98 billion (above the $24.82B estimate) Segments: 🔵 AWS Revenue: $35.58 billion (up 24% YoY exceeding estimates of $34.88B) 🔵 Advertising Services: $21.32 billion (23% YoY increase) Absurd $200B in capex announced. $AMZN Q4 [----] earnings are out:🚨 Financials: 📊 🔴EPS actual: $1.95 estimate: $1.96 ✅ Revenue actual: $213.4B estimate: $211.3B Q1 [----] guidance: ✅Revenue: $173.5B$178.5B actual $173.2B estimate Highlights:💡 🎯 AWS Reacceleration: AWS revenue jumped 24% year-over-year $AMZN Q4 2025"  
[X Link](https://x.com/QualCompounders/status/2019535304710037719)  2026-02-05T22:15Z [---] followers, [---] engagements


"@LongGameEquity This is for bearish for chip stocks 🤣"  
[X Link](https://x.com/QualCompounders/status/2019545261157277997)  2026-02-05T22:54Z [--] followers, [--] engagements


"This is exactly why the capex was 200B insane customer backlog.📉 Bullish: $AMD $NVDA $AVGO $TSM $AMZN AWS backlog $244B up 40% YoY and 22% quarter over quarter. $AMZN AWS backlog $244B up 40% YoY and 22% quarter over quarter"  
[X Link](https://x.com/QualCompounders/status/2019594708901560379)  2026-02-06T02:11Z [--] followers, [---] engagements


"Just a friendly reminder: $AMD trades at a forward P/E of 18x. It's expected to grow revenue 35% going forward. If that's not growth at a reasonable price I don't know what is"  
[X Link](https://x.com/QualCompounders/status/2019755733659668540)  2026-02-06T12:51Z [---] followers, [---] engagements


"$META Keeps being punishing by the market for no reason after the A+ earnings report.📉"  
[X Link](https://x.com/QualCompounders/status/2019792163450618045)  2026-02-06T15:15Z [---] followers, [---] engagements


"That is the EU that is a concern. Capex is not it is accelerating their revenue growth"  
[X Link](https://x.com/QualCompounders/status/2019796381737595161)  2026-02-06T15:32Z [---] followers, [--] engagements


"Indiscriminate market sell-off makes no sense. Mr. Market can be irrational in the short term. Huge data center CAPEX from the Mag7 should be bullish for chip stocks such as $AVGO $AMD and $NVDA 📉 Estimated [----] Capex Budgets: 🔹 $GOOGL: $180B 🔹 $AMZN: $200B+ 🔹 $META: $115B$135B 🔹 $MSFT: $100B+ https://twitter.com/i/web/status/2019803270735335494 https://twitter.com/i/web/status/2019803270735335494"  
[X Link](https://x.com/QualCompounders/status/2019803270735335494)  2026-02-06T16:00Z [---] followers, [---] engagements


"$TSM hit all-time highs today carrying the portfolio. The company is the ultimate defensible moat producing 90% of the high-end chips for chip designers such as $AMD $NVDA and $AVGO.💪🧳"  
[X Link](https://x.com/QualCompounders/status/2019807009525428226)  2026-02-06T16:14Z [---] followers, [---] engagements


"@ColesTrades I have $AMZN and $SOFI absolutely no besonders"  
[X Link](https://x.com/QualCompounders/status/2019808513372176455)  2026-02-06T16:20Z [---] followers, [---] engagements


"@MikeLongTerm Snagging shares near $200 will be looked at as a steal"  
[X Link](https://x.com/QualCompounders/status/2019816771960598798)  2026-02-06T16:53Z [---] followers, [---] engagements


"My Mag7 ranking📊 [--]. $META AI spend improving ad targeting accelerating topline growth to 30% [--]. $AMZN Automation + AWS acceleration [--]. $NVDA Leader in AI GPUs explosive growth 70% margins [--]. $GOOGL Search giant + AI powerhouse + Cloud [--]. $MSFT Tech juggernaut OpenAI concentration risk [--]. $AAPL High-moat ecosystem lock-in potential AI upgrade cycle [--]. $TSLA Cutting-edge innovation + rich valuation with high execution risk Do you agree comment down below 👇 https://twitter.com/i/web/status/2019833476581847400 https://twitter.com/i/web/status/2019833476581847400"  
[X Link](https://x.com/QualCompounders/status/2019833476581847400)  2026-02-06T18:00Z [---] followers, [---] engagements


"Breaking news $AMZN CAPEX spend of 200B is greater than the GDP of [---] countries"  
[X Link](https://x.com/QualCompounders/status/2019839380035358749)  2026-02-06T18:23Z [---] followers, [---] engagements


"My top [--] highest-conviction picks for [----] 📈 [--] $META [--] $AMZN [--] $AMD [--] $BABA See the thread below. 🧵👇"  
[X Link](https://x.com/QualCompounders/status/2019875977900458164)  2026-02-06T20:48Z [---] followers, [---] engagements


"1. $META: Big AI spending is transforming the business enabling better ad targeting and increased engagement. In addition a new subscription-based service will allow accounts to access advanced AI-enabled features. The company guided for 30% revenue growth next quarter. The lesser-known gemsWhatsApp (3B monthly active users) and Threads (400M monthly active users)are in the early stages of monetization. WhatsApp which is huge outside North America will incorporate a subscription-based business messaging service. https://twitter.com/i/web/status/2019875979393659249"  
[X Link](https://x.com/QualCompounders/status/2019875979393659249)  2026-02-06T20:48Z [---] followers, [--] engagements


"@LongGameEquity They are trying to make everybody a debt slave"  
[X Link](https://x.com/QualCompounders/status/2019882112221081886)  2026-02-06T21:13Z [---] followers, [--] engagements


"@LongGameEquity What about $AMD🧐"  
[X Link](https://x.com/QualCompounders/status/2019970683380592939)  2026-02-07T03:05Z [---] followers, [--] engagements


"@InvestInAssets Hardest part is your test of conviction during a bear market"  
[X Link](https://x.com/QualCompounders/status/2020114228300964278)  2026-02-07T12:35Z [---] followers, [--] engagements


"@investwithwes1 Nice portfolio I have $BABA $JD and $ADBE"  
[X Link](https://x.com/QualCompounders/status/2020134941854421124)  2026-02-07T13:57Z [---] followers, [---] engagements


"Just another way to financially enslave people. This is why financial education is more important than ever. @FluentInFinance This is actually one of the worst ideas ever wtf @FluentInFinance This is actually one of the worst ideas ever wtf"  
[X Link](https://x.com/QualCompounders/status/2020137035118338185)  2026-02-07T14:06Z [---] followers, [--] engagements


"@aakashgupta The market sees it as safer but nothing is safe about paying a [--] P/E for a slow-growing retailer"  
[X Link](https://x.com/QualCompounders/status/2020139403490804104)  2026-02-07T14:15Z [---] followers, [----] engagements


"If this is the case chip stocks are way too cheap. The market is worried about how long this growth will continue.📈📊 These companies are well positioned $AMD $NVDA $AVGO $TSM $AVGO *NVIDIA SURGES NEARLY 8% AS CEO HUANG SAYS AI BUILD OUT TO TAKE 7-8 YEARS $NVDA https://t.co/mcgZNU4980 *NVIDIA SURGES NEARLY 8% AS CEO HUANG SAYS AI BUILD OUT TO TAKE 7-8 YEARS $NVDA https://t.co/mcgZNU4980"  
[X Link](https://x.com/QualCompounders/status/2020150363978956975)  2026-02-07T14:59Z [---] followers, [---] engagements


"Very bullish for $AMD once they realize $AMD is a real player in the AI computer race they will have to buy them.👀📈 Wall street is most of the time behind that is your opportunity 📊 No $AMD institutional ownership is higher in term of % but institutions hold much higher number of shares on $INTC than $AMD. @AMD is the least owned among all Pension/Hedge Funds from 2023-2024-2025-now AKA a lagger. Intel is now a very heavy Retail owned or roughly 33-40% https://t.co/OGKN0hAfrY No $AMD institutional ownership is higher in term of % but institutions hold much higher number of shares on $INTC"  
[X Link](https://x.com/QualCompounders/status/2020175699873550714)  2026-02-07T16:39Z [---] followers, [---] engagements


"@LongGameEquity $AMZN and $ADBE"  
[X Link](https://x.com/QualCompounders/status/2020178552919134601)  2026-02-07T16:51Z [---] followers, [---] engagements


"@LongGameEquity @Danny_Crypton FUD sells"  
[X Link](https://x.com/QualCompounders/status/2020183074915643458)  2026-02-07T17:09Z [--] followers, [--] engagements


"$PLTR This is exactly why valuation matters.⚠ Paying a [---] PE what it was trading for at its peak will lead to bad results.📉 #Investing #Stocks #StockMarket"  
[X Link](https://x.com/QualCompounders/status/2020245645085577522)  2026-02-07T21:17Z [---] followers, [---] engagements


"My top [--] highest-conviction picks for [----] 📈 [--] $META [--] $TSM [--] $AMZN [--] $AMD [--] $BABA See the thread below.🧵👇"  
[X Link](https://x.com/QualCompounders/status/2020257610457559241)  2026-02-07T22:05Z [---] followers, [----] engagements


"1. $META: Big AI spending is transforming the business enabling better ad targeting and increased engagement. In addition a new subscription-based service will allow accounts to access advanced AI-enabled features. The company guided for 30% revenue growth next quarter. The lesser-known gemsWhatsApp (3B monthly active users) and Threads (400M monthly active users)are in the early stages of monetization. WhatsApp which is huge outside North America will incorporate a subscription-based business messaging service. https://twitter.com/i/web/status/2020257612202213600"  
[X Link](https://x.com/QualCompounders/status/2020257612202213600)  2026-02-07T22:05Z [---] followers, [---] engagements


"2. $TSM remains the ultimate "picks and shovels" play for the AI revolution. Controlling over 90% of the worlds most advanced chip production TSMC is the sole manufacturer for the industry's biggest winners including $NVDA $AAPL $AMD and $AVGO. Management has signaled immense confidence by raising [----] revenue guidance to 30% growth and boosting capital expenditure to a massive $54B$56B to meet insatiable demand for AI accelerators. Despite its central role in global tech the stock often trades at a valuation discount compared to its US-based customers offering a rare combination of"  
[X Link](https://x.com/QualCompounders/status/2020257614433849642)  2026-02-07T22:05Z [---] followers, [---] engagements


"3. $AMZN: The flagship e-commerce business operates at a scale that is nearly impossible to disrupt creating a logistics moat that defines the industry. Continued investment in automation and robotics will further expand margins for this high-volume business over time. Meanwhile the two highest-margin segments AWS and Advertising are driving massive profitability. AWS saw revenue accelerate 24% with 35% margins generating $45.6B in [----] operating income. Advertisingthe highest-margin segmentgrew 23% to $69.1B in revenue with estimated 50% margins effectively subsidizing the retail scale. All"  
[X Link](https://x.com/QualCompounders/status/2020257617139101759)  2026-02-07T22:05Z [---] followers, [--] engagements


"4. $AMD: AMD is aggressively eroding Intels market share led by the performance and efficiency of the 5th Gen EPYC (9005 Series) "Turin." The company is now a top-tier contender in the AI compute market specifically for inference. The flagship MI400 series featuring industry-leading High Bandwidth Memory is uniquely engineered for the memory-intensive demands of modern AI models. Crucially AMD has closed the software gap with its ROCm ecosystem offering an open-source alternative preferred by many developers. They remain the only true competitor providing rack-scale systems via the Helios"  
[X Link](https://x.com/QualCompounders/status/2020257619542237232)  2026-02-07T22:05Z [---] followers, [---] engagements


"5. $BABA: Alibaba remains the undisputed leader in Chinese tech with core segments now stabilizing and pivoting toward high-margin AI. Cloud Intelligence is the primary growth engine with revenue accelerating 34% YoY as it captures "Nvidia-level" demand via its Qwen AI models. Qwen has solidified its position as the leading domestic open-source model surpassing [---] million downloads and reaching [--] million downloads for its latest version within just four days of launch. Domestic e-commerce has recovered to 16% growth while the International (AIDC) arm acts as a high-growth wildcard gaining"  
[X Link](https://x.com/QualCompounders/status/2020257622121664731)  2026-02-07T22:05Z [---] followers, [---] engagements


"@TheLongInvest Hoping you are correct I am keeping mine staked earning yield while I wait for it to appreciate"  
[X Link](https://x.com/QualCompounders/status/2020267407575773494)  2026-02-07T22:44Z [---] followers, [----] engagements


"$HIMS backtracks after being called out by the FDA. *HIMS & HERS TO STOP OFFERING WEIGHT LOSS PILL $HIMS https://t.co/julZ6VlDoD *HIMS & HERS TO STOP OFFERING WEIGHT LOSS PILL $HIMS https://t.co/julZ6VlDoD"  
[X Link](https://x.com/QualCompounders/status/2020272251631800367)  2026-02-07T23:03Z [---] followers, [---] engagements


"Top [--] Winners/Losers in the portfolio last week Winners 📈 [--]. $CAKE (+10.69%) [--]. $CAT (+10.47%) [--]. $TSM (+5.74%) Losers 📉 [--]. $AMZN (-12.17%) [--]. $AMD (-11.86%) [--]. $ADBE (-8%) #Stocks $StockMarket #Investing https://twitter.com/i/web/status/2020301552838394202 https://twitter.com/i/web/status/2020301552838394202"  
[X Link](https://x.com/QualCompounders/status/2020301552838394202)  2026-02-08T01:00Z [---] followers, [---] engagements


"@FinanceJack44 100% agree total return is the most important thing in you accumulation phase"  
[X Link](https://x.com/QualCompounders/status/2020311894972854769)  2026-02-08T01:41Z [---] followers, [--] engagements


"@stockboildown $NVDA Here up over 800%. Keep holding $AMD it should continue to do well"  
[X Link](https://x.com/QualCompounders/status/2020323050038689824)  2026-02-08T02:25Z [---] followers, [--] engagements


"@LowVizWealth Awesome start keep up the good work. Just dropped you a follow"  
[X Link](https://x.com/QualCompounders/status/2020325311196659821)  2026-02-08T02:34Z [---] followers, [--] engagements


"@MikeLongTerm @WellsFargo @AMD Exactly no idea how people sold off that triple beat by $AMD it is now trading at [--] [----] PE"  
[X Link](https://x.com/QualCompounders/status/2020326788358984152)  2026-02-08T02:40Z [---] followers, [---] engagements


"@samsolid57 It does not $META is as high quality as it gets. Revenue growth is accelerating to 30%"  
[X Link](https://x.com/QualCompounders/status/2020472990530429091)  2026-02-08T12:21Z [---] followers, [---] engagements


"@BlytheTrades I mean their spending is to meet the insane demand. I cant see the bubble narrative. But there is some concern with the circular financing"  
[X Link](https://x.com/QualCompounders/status/2020475531678949608)  2026-02-08T12:31Z [---] followers, [--] engagements


"@BrnMeetsWlth Facts them and $ASML"  
[X Link](https://x.com/QualCompounders/status/2020491507065896966)  2026-02-08T13:34Z [---] followers, [--] engagements


"Which company is the best buy here🤔 All of them look on sale to me.🏷 $META $AMZN $SOFI $ADBE #StockMarket #StockMarket #investing Vote below 🗳 👇 META AMZN ADBE SOFI META AMZN ADBE SOFI"  
[X Link](https://x.com/QualCompounders/status/2020513960877834483)  2026-02-08T15:04Z [---] followers, [---] engagements


"@TheFinPitch Nothing wrong with that. These are mine. $META $AMZN $ADBE $SOFI"  
[X Link](https://x.com/QualCompounders/status/2020521350478119282)  2026-02-08T15:33Z [---] followers, [--] engagements


"@MMatters22596 100% why I am bullish on $JD"  
[X Link](https://x.com/QualCompounders/status/2020553574543982845)  2026-02-08T17:41Z [---] followers, [---] engagements


"Investors are piling into "safe" Staples out of fear during the recent market correction.📉😨😱 Mag 7: Ticker Forward PE Revenue Growth $GOOGL [--] 18% $META [-----] 30% $AMZN [-----] 14% $MSFT [-----] 15% $NVDA [-----] 57% Consumer Staples: Ticker Forward PE Revenue Growth $WMT [----] 5% $COST [----] 7.5% 📌Long-term overpaying for low growth is a recipe for poor returns. The "Safe" trade is crowded. Meanwhile the Mag [--] (ex- $TSLA) offers a much better PEG ratio (Price/Earnings-to-Growth) https://twitter.com/i/web/status/2020558245446693057 https://twitter.com/i/web/status/2020558245446693057"  
[X Link](https://x.com/QualCompounders/status/2020558245446693057)  2026-02-08T18:00Z [---] followers, [---] engagements


"Weekly portfolio update.🚨 $META $NVDA $GOOGL $BABA $AMD $TSM $AMZN $AXP $BIDU $ADBE $CAT $CAKE $CEG $SOFI"  
[X Link](https://x.com/QualCompounders/status/2020603546291609720)  2026-02-08T21:00Z [---] followers, [---] engagements


"@LongGameEquity $META"  
[X Link](https://x.com/QualCompounders/status/2020617987221270753)  2026-02-08T21:57Z [---] followers, [--] engagements


"@QualityInvest5 They should have enough cash to find new business to disrupt at that point I suppose"  
[X Link](https://x.com/QualCompounders/status/2020662682433585219)  2026-02-09T00:55Z [---] followers, [---] engagements


"@qualityequities Exactly I have pounding the table on $META"  
[X Link](https://x.com/QualCompounders/status/2020674891075273163)  2026-02-09T01:43Z [---] followers, [---] engagements


"@TradexWhisperer Exactly how I feel $TSM is my largest position. I cant bring myself to trim it. They just have such a defensive MOAT"  
[X Link](https://x.com/QualCompounders/status/2020701067756044673)  2026-02-09T03:27Z [---] followers, [---] engagements


"Stock market futures.📈 #StockMarket #StockMarketFutures #Stocks"  
[X Link](https://x.com/QualCompounders/status/2020703607440728449)  2026-02-09T03:37Z [---] followers, [---] engagements


"$HOOD is reporting earnings after the bell today.🔔 Consensus Estimates (Q4 2025): EPS: $0.62 (+14.8% YoY) Revenue: $1.32B (+30.5% YoY) Guidance (Q1 [----] Expected): EPS: $0.59$0.68 (+60.0% YoY) Revenue: $1.33B$1.35B (+44.0% YoY) What the Street is looking for:💡 🔵Trading Mix: Analysts expect a surge in Options and Equities revenue (projected +42% YoY) which may need to offset a potential dip in Crypto revenue (est. -20% YoY) following late-quarter Bitcoin volatility. 🔵Net Interest Income: Projected at $432.6M a key pillar of the bull case as Robinhood maximizes returns on higher"  
[X Link](https://x.com/QualCompounders/status/2020845135286677633)  2026-02-09T13:00Z [---] followers, [--] engagements


"@NotA_Bull I have $O as a position in my savings portfolio"  
[X Link](https://x.com/QualCompounders/status/2020861600815591549)  2026-02-09T14:05Z [---] followers, [--] engagements


"Will we look at the across-the-board software sell-off aka "SAASpocalypse"😨 the same way we viewed the DeepSeek and tariff tantrum scare 🧐 Stocks YTD: 📉 #ADBE (-23%) #NOW (-31%) #WDAY (-24.1%) #CRM (-20.4%) They were all buying opportunities in hindsight. 💰💸 #Stocks #StockCrash #SaaS Comment below.👇 https://twitter.com/i/web/status/2020890440921186811 https://twitter.com/i/web/status/2020890440921186811"  
[X Link](https://x.com/QualCompounders/status/2020890440921186811)  2026-02-09T16:00Z [---] followers, [---] engagements


"AI PORTFOLIO REVIEW: 8.2/10 🤖📊 Ran the February [----] allocation through Geminis analysis engine. The portfolio leans heavily into the "AI Giga-Cycle" positioning for the projected $1 trillion semiconductor milestone while maintaining tactical exposure to the infrastructure powering it. THE VERDICT: 8.2/10 THE WINS: ✅ The Power-Compute Axis. Your allocation to $CEG (2.44%) remains the "galaxy brain" play of [----]. As tech giants double their capex the bottleneck isn't just chipsit's the grid. ✅ Vertical Tech Dominance. Holding $META (12.47%) $NVDA (11.86%) and $GOOGL (11.67%) captures the"  
[X Link](https://x.com/QualCompounders/status/2020908706012025248)  2026-02-09T17:12Z [---] followers, [---] engagements


"📈 AMZN: Sum-of-the-Parts Analysis 🔵AWS (Cloud Core): $1.0T (10x Revenue; AI-driven re-acceleration) 🔵Custom Silicon: $250B (Vertical integration via Trainium/Graviton) 🔵Advertising: $750B (High-margin retail media lead) 🔵Retail & Subscriptions: $600B (Prime ecosystem & global logistics) 💰 Total Valuation: $2.6T📊 Current Market Cap: $2.1T📌 Verdict: 24% Undervalued https://twitter.com/i/web/status/2020950831240012211 https://twitter.com/i/web/status/2020950831240012211"  
[X Link](https://x.com/QualCompounders/status/2020950831240012211)  2026-02-09T20:00Z [---] followers, [--] engagements


"@MikeLongTerm @Walmart Crazy they are telling people to pay these crazy valuations for a slow growing retailer"  
[X Link](https://x.com/QualCompounders/status/2020951727969796603)  2026-02-09T20:03Z [---] followers, [--] engagements


"@LongGameEquity $TSM 💪"  
[X Link](https://x.com/QualCompounders/status/2020953912724119729)  2026-02-09T20:12Z [---] followers, [--] engagements


"@Banana3Stocks Exactly they are trying to capture the huge backlog AWS is a profit engine with 35% margins"  
[X Link](https://x.com/QualCompounders/status/2021192835358151071)  2026-02-10T12:01Z [---] followers, [---] engagements


"1/ First-Party Data & The Zeta Moat 🛡 Most legacy marketing tools rely on "rented" third-party data from $GOOGL or $METAwhich is disappearing as cookies die. $ZETA is different. They leverage First-Party Data (customer-owned) and their proprietary Data Cloud of 2.5B+ deterministic identities. The result A recent Forrester study found $ZETA delivers a 6x Return on Ad Spend (ROAS) by connecting brands directly to real people not anonymous "segments." https://twitter.com/i/web/status/2021197425529036856 https://twitter.com/i/web/status/2021197425529036856"  
[X Link](https://x.com/QualCompounders/status/2021197425529036856)  2026-02-10T12:19Z [---] followers, [---] engagements


"3/ Athena (Agentic AI) Athena is an AI-powered agentic system natively integrated into the ZMP. It acts as a super intelligent operator that listens reasons and provides conversational insights to optimize marketing campaigns and reallocate ad spend in real-time for maximum ROI. For example it can diagnose exactly why sales have dipped in a specific region and automatically execute a recovery strategy. In January [----] Zeta deepened its partnership with OpenAI to power Athenas next phase giving Zeta early access to advanced models that transform the platform into a true "intelligent operating"  
[X Link](https://x.com/QualCompounders/status/2021197430155325630)  2026-02-10T12:19Z [---] followers, [--] engagements


"4/ Customer Growth & ARPU expansion $ZETA is a high-conviction "Compounder" that has achieved [--] consecutive quarters of sequential growth in its scaled customer base which now stands at [---] accounts. The platforms stickiness is evident as the super-scaled cohort ($1M+ spend) grew 25% YoY proving that the longer a client stays the more they integrate into the ecosystem. Looking toward [----] management expects a 48% CAGR in customer count paired with a 1216% CAGR in spend per user. This dual-engine strategy is modeled to drive $2.1B in annual revenue positioning Zeta as a dominant consolidator"  
[X Link](https://x.com/QualCompounders/status/2021197432432758974)  2026-02-10T12:19Z [---] followers, [---] engagements


"@FinanceJack44 Just added them to my watchlist I like that they are a duopoly"  
[X Link](https://x.com/QualCompounders/status/2021250444484329483)  2026-02-10T15:50Z [---] followers, [---] engagements


"Do you think the SaaS fears are overblown🤔 $CRM $ADBE $NOW $WDAY I have been adding $ADBE #SaaS #Stocks #StockMarket JPMORGAN: AI FEARS OVERDONE IN SOFTWARE JPMorgan says the selloff in software stocks is overblown driven by unrealistic fears of near-term AI disruption. Strategists recommend rotating back into high-quality AI-resilient names. They cite strong fundamentals high switching https://t.co/o7D2e7o7Oj JPMORGAN: AI FEARS OVERDONE IN SOFTWARE JPMorgan says the selloff in software stocks is overblown driven by unrealistic fears of near-term AI disruption. Strategists recommend rotating"  
[X Link](https://x.com/QualCompounders/status/2021253187269795853)  2026-02-10T16:01Z [---] followers, [---] engagements


"👀 $AMZN upgrade alert my price target is $300. 🚨 $AMZN Citizens bank upgrades $AMZN on the back of accelerating AWS revenue. AWS reacceleration to 30%+ for [----] Price target of $315 https://t.co/ea5Wt5bKZN $AMZN Citizens bank upgrades $AMZN on the back of accelerating AWS revenue. AWS reacceleration to 30%+ for [----] Price target of $315 https://t.co/ea5Wt5bKZN"  
[X Link](https://x.com/QualCompounders/status/2021281777256464784)  2026-02-10T17:55Z [---] followers, [---] engagements


"AI plays in my portfolio🤖 Chip design: 🏗 $AMD $NVDA Chip manufacturing:🏭 $TSM Cloud Providers: ☁ $GOOGL $AMZN $BABA $BIDU Power:🔋 $CEG #Stock #Investing #AI #StockMarket https://twitter.com/i/web/status/2021283021257834880 https://twitter.com/i/web/status/2021283021257834880"  
[X Link](https://x.com/QualCompounders/status/2021283021257834880)  2026-02-10T18:00Z [---] followers, [---] engagements


"@Investinc_Intel Exactly I just started a $SOFI position. Crypt is cyclical so it will hurt hood. $SOFI is for sure more diversified"  
[X Link](https://x.com/QualCompounders/status/2021338485026947171)  2026-02-10T21:40Z [---] followers, [--] engagements


"@LongGameEquity Not here buying $SOFI for now"  
[X Link](https://x.com/QualCompounders/status/2021343865459130426)  2026-02-10T22:01Z [---] followers, [--] engagements


"$ZETA is a data-driven marketing technology company that uses AI to help large brands acquire grow and retain customers. Founded in [----] by David A. Steinberg and former Apple CEO John Sculley it has evolved from an email-centric marketing firm into a comprehensive AI-powered "Marketing Cloud." They leverage first-party data the Athena AI agent and a consolidated marketing landscape to achieve a more seamless experience for their customers and deliver better ROI on advertising spend. See the thread below. 🧵👇 https://twitter.com/i/web/status/2021197423159181400"  
[X Link](https://x.com/QualCompounders/status/2021197423159181400)  2026-02-10T12:19Z [---] followers, [---] engagements


"Top [--] defensible moats: 💪🏿 $ASML Sole provider of High-NA EUV lithography; the absolute physical bottleneck of the chip world. 🔬 $TSM 92% market share in advanced AI nodes; the only foundry with the scale to power the AGI era. 🏗 $AMZN AWS dominance + $244B backlog + an e-commerce logistics moat that is now nearly impossible to replicate. ☁ https://twitter.com/i/web/status/2021222626371506686 https://twitter.com/i/web/status/2021222626371506686"  
[X Link](https://x.com/QualCompounders/status/2021222626371506686)  2026-02-10T14:00Z [---] followers, [---] engagements


"$HOOD vs $SOFI both are disrupting the financial space trying to capture the young consumer. 🏦💸 $HOOD started as a free trading brokerage and then expanded into IRAs crypto prediction markets credit cards and banking. $SOFI started with student loan refinancing and then upsold consumers on their flywheel of products: banking personal loans home loans investing and insurance. Both are growing rapidly and competing to win the young consumers business. Which one do you prefer 🤔 https://twitter.com/i/web/status/2021585022659236128 https://twitter.com/i/web/status/2021585022659236128"  
[X Link](https://x.com/QualCompounders/status/2021585022659236128)  2026-02-11T14:00Z [---] followers, [---] engagements


"@Mr_Derivatives The market is in Negative Nancy mode. That sentiment will shift eventually"  
[X Link](https://x.com/QualCompounders/status/2021679793037881678)  2026-02-11T20:16Z [---] followers, [---] engagements


"@TheLongInvest Sum of the parts $BABA is a steal here. They also have Ant and their chip design arm which could IPO"  
[X Link](https://x.com/QualCompounders/status/2021687251650965886)  2026-02-11T20:46Z [---] followers, [----] engagements


"@NotA_Bull The sky is falling"  
[X Link](https://x.com/QualCompounders/status/2021722806388752778)  2026-02-11T23:07Z [---] followers, [--] engagements


"Rough week in the market all YTD gains wiped out but not worried added more $AMZN $CEG $META $SOFI and $ADBE on the dips. 📉🩸"  
[X Link](https://x.com/QualCompounders/status/2020218656156774521)  2026-02-07T19:30Z [---] followers, [---] engagements


"People will look you dead in the eye call Tech a "bubble" and then FOMO into $WMT at a [--] P/E with 5% revenue growth. 🤡 Meanwhile theyre fading the Mag [--] (minus $TSLA) which offers better margins faster growth lower multiples. $AAPL $GOOGL $NVDA $MSFT $META $AMZN"  
[X Link](https://x.com/QualCompounders/status/2020663942377316737)  2026-02-09T01:00Z [---] followers, [---] engagements


"Earnings on deck for the coming week🚨. I will be following $HOOD $SHOP and $NBIS closely"  
[X Link](https://x.com/QualCompounders/status/2020679040177213595)  2026-02-09T02:00Z [---] followers, [----] engagements


"I have learned over the years that owning too many stocks will dilute your returns and cause you to perform closer to the S&P. 🤔💡 It is better in my opinion to own [----] high-conviction names your returns will be better. If you own more than that you will not be able to keep up with all the companies. 🔷 I own the following in the main portfolio: $META $NVDA $GOOGL $BABA $AMD $TSM $AMZN $AXP $BIDU $ADBE $CAT $CAKE $CEG $SOFI #Stocks #StockMarket #FinTwitt #Investing Do you agree Comment below 👇"  
[X Link](https://x.com/QualCompounders/status/2020970327463928232)  2026-02-09T21:17Z [---] followers, [---] engagements


"@FinanceJack44 $ADBE it is the cheapest these companies have a sentiment problem not a fundamental program"  
[X Link](https://x.com/QualCompounders/status/2020977685938438370)  2026-02-09T21:46Z [---] followers, [---] engagements


"@Ashton_1nvests Great list I own $ZETA and $CAKE"  
[X Link](https://x.com/QualCompounders/status/2021254260277563574)  2026-02-10T16:05Z [---] followers, [---] engagements


"@Investinc_Intel Crypto was weaker due to the recent market downturn"  
[X Link](https://x.com/QualCompounders/status/2021337477571805511)  2026-02-10T21:36Z [---] followers, [--] engagements


"@Mindset4Money_X Agreed $META is way too cheap here "  
[X Link](https://x.com/QualCompounders/status/2021374118604505431)  2026-02-11T00:01Z [---] followers, [--] engagements


"@AverageDipBuyer I mean this has traded with $BTC pretty much since that's the cohort who owns it. Fundamentals are as solid as ever"  
[X Link](https://x.com/QualCompounders/status/2021677685630763506)  2026-02-11T20:08Z [---] followers, [--] engagements


"@TheBrilliantBu1 Spot on I have been extremely critical of $HOOD for this"  
[X Link](https://x.com/QualCompounders/status/2021678680112820426)  2026-02-11T20:12Z [---] followers, [--] engagements


"📈 $AMZN: Sum-of-the-Parts Analysis 🔵AWS (Cloud Core): $1.0T (10x Revenue; AI-driven re-acceleration) 🔵Custom Silicon: $250B (Vertical integration via Trainium/Graviton) 🔵Advertising: $750B (High-margin retail media lead) 🔵Retail & Subscriptions: $600B (Prime ecosystem & global logistics) 💰 Total Valuation: $2.6T📊 Current Market Cap: $2.1T📌 Verdict: 24% Undervalued #Stocks #StockMarket #FinTwitt #Investing https://twitter.com/i/web/status/2020959392208715832 https://twitter.com/i/web/status/2020959392208715832"  
[X Link](https://x.com/QualCompounders/status/2020959392208715832)  2026-02-09T20:34Z [---] followers, [---] engagements


"If you're an investor you should want a stock to keep going down after you buy it when using DCA. If you liked it at one price and the fundamentals haven't changed you should like it even more at a cheaper valuation. But somehow the market gets this backwards. #stocks #investing"  
[X Link](https://x.com/QualCompounders/status/2021615210478678121)  2026-02-11T16:00Z [---] followers, [---] engagements


"@UnknownBio Market selling off all software they think AI is going to eat it. Selloff is indiscriminate"  
[X Link](https://x.com/QualCompounders/status/2021625562368786494)  2026-02-11T16:41Z [---] followers, [--] engagements


"👀Smart buy by Bill Ackman. It is a large portion of my portfolio as well. $META ACKMAN MAKES $2B BET ON META Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables and digital assistants. ACKMAN MAKES $2B BET ON META Bill Ackmans Pershing Square revealed a major new stake in Meta making up 10% of its portfolio or about $2 billion. The firm sees Meta as a top beneficiary of AI boosting ads content and future products like wearables"  
[X Link](https://x.com/QualCompounders/status/2021653233077563504)  2026-02-11T18:31Z [---] followers, [---] engagements


"@CompoundinGirl I am split between $SHOP and $HOOD"  
[X Link](https://x.com/QualCompounders/status/2021666376650567991)  2026-02-11T19:23Z [---] followers, [---] engagements


"@WillBiddy_ Is the stock sliding because of AI concerns seems like that is a big concern in alot of the market"  
[X Link](https://x.com/QualCompounders/status/2021685673384690083)  2026-02-11T20:40Z [---] followers, [---] engagements


"@TradeChronicle I agree I only own $SOFI I would like $HOOD but a little pay cheap here"  
[X Link](https://x.com/QualCompounders/status/2021792782675808321)  2026-02-12T03:45Z [---] followers, [---] engagements


"Added $META $ADBE and $CEG in this market dip today. 📉🩸 What are you adding today Comment below 👇"  
[X Link](https://x.com/QualCompounders/status/2018770313463390232)  2026-02-03T19:35Z [---] followers, [---] engagements


"Companies I am looking to add or initiate positions in following market weakness (will be DCAing): $META $CEG $ADBE $SOFI $ZETA"  
[X Link](https://x.com/QualCompounders/status/2019138892566352234)  2026-02-04T20:00Z [---] followers, [---] engagements


"$AXP $CAKE $ADBE The only stocks I own today bucking the broad market selloff. 📈"  
[X Link](https://x.com/QualCompounders/status/2019215686070141108)  2026-02-05T01:05Z [---] followers, [---] engagements


"@CompoundinGirl I have $BABA $BIDU and $JD. They have definitely held up better than the American market"  
[X Link](https://x.com/QualCompounders/status/2019465200177459275)  2026-02-05T17:36Z [---] followers, [---] engagements


"Key Price Target (PT) : The market is finally giving $AMD some respect.📈📊 🔵Bernstein: Raised PT to $235 (from $225) in early February [----] noting solid server trends. 🔵HSBC: Dramatically raised AMD PT from $185 to $310 in November [----]. 🔵Bank of America: Lifted AMD target to $300 following the [----] Open Compute Project (OCP) Conference. 🔵TD Cowen: Raised target to $290 (from $270) following the OpenAI partnership announcement. 🔵Piper Sandler: Increased target to $300 (from $280) in January [----] highlighting the [----] ramp of Helios and OpenAI contracts. 🔵Market Consensus: As of"  
[X Link](https://x.com/QualCompounders/status/2020860243891429400)  2026-02-09T14:00Z [---] followers, [---] engagements


"Just added more $AMZN & $ADBE this morning both seem too cheap to ignore.🚨 #Stock #StockMarket #Investing"  
[X Link](https://x.com/QualCompounders/status/2020875241426190377)  2026-02-09T14:59Z [---] followers, [---] engagements


"@kylewhitegoat Big news for $SOFI just started a position last week"  
[X Link](https://x.com/QualCompounders/status/2020968013982466178)  2026-02-09T21:08Z [---] followers, [---] engagements


"@Caffinatedcash @TheAbomNoMan I think $NFLX will be fine they have so much more FCF to pump out content. They are the only streaming company I would consider investing in"  
[X Link](https://x.com/QualCompounders/status/2021032342039752734)  2026-02-10T01:23Z [---] followers, [--] engagements


"@Caffinatedcash @TheAbomNoMan I hear you they have been a consistent 10% topline grower. I think their content is pretty good and they will have a lot more content if the $WBD deal goes though"  
[X Link](https://x.com/QualCompounders/status/2021033388992496059)  2026-02-10T01:28Z [---] followers, [--] engagements


"$TSM makes fresh all time highs as they get get an exception waver from the current administrations tariffs📈📊📰 https://www.benzinga.com/markets/tech/26/02/50500182/trump-weighs-broad-chip-tariffs-but-plans-to-shield-big-tech-companies-like-amazon-microsoft-and-google-through-tsmc-linked-exemptions-report https://www.benzinga.com/markets/tech/26/02/50500182/trump-weighs-broad-chip-tariffs-but-plans-to-shield-big-tech-companies-like-amazon-microsoft-and-google-through-tsmc-linked-exemptions-report"  
[X Link](https://x.com/QualCompounders/status/2021070317041614963)  2026-02-10T03:54Z [---] followers, [---] engagements


"@ValueSense_io Solid pics I have $TSM"  
[X Link](https://x.com/QualCompounders/status/2021075870979674449)  2026-02-10T04:16Z [---] followers, [---] engagements


"$TSM is one of my largest positions and is a 32% weighting in one portfolio I have been long since $100.📈 But i cannot bring myself to pair back the position.🤔 It trades at a forward PE [--] with expected revenue growth of 30% for the next [--] years.💎"  
[X Link](https://x.com/QualCompounders/status/2021313218761851114)  2026-02-10T20:00Z [---] followers, [---] engagements


"The great #FinTwitt community put another blue chip on my radar: $SPGI. Valuation looks much more attractive after todays post-earnings slide. With a massive moat and a near-duopoly in the credit ratings space this might still be a potential buyI just have to do some more research on it. 📈💪 #StockMarket #Investing #Stocks #FinTwitt https://twitter.com/i/web/status/2021313860209377782 https://twitter.com/i/web/status/2021313860209377782"  
[X Link](https://x.com/QualCompounders/status/2021313860209377782)  2026-02-10T20:02Z [---] followers, [---] engagements


"$SHOP reporting earnings before the bell tomorrow.☀ Consensus Estimates (Q4 2025): EPS: $0.51 (+15.9% YoY) Revenue: $3.59B (+27.8% YoY) Guidance (Q1 [----] Expected): EPS: $0.32$0.35 (+23.1% YoY) Revenue: $3.15B$3.25B (+25.0% YoY) What the Street is looking for:💡 🔵GMV Momentum: Following a record $14.6B Black Friday/Cyber Monday weekend (+27% YoY) analysts want to see if that strength carried through the entire holiday quarter. 🔵Agentic Commerce & AI: Massive focus on the adoption of AI-powered "autonomous commerce agents" and how these tools are driving higher merchant subscription tiers"  
[X Link](https://x.com/QualCompounders/status/2021388722097541338)  2026-02-11T01:00Z [---] followers, [---] engagements


"$META I can for sure see this happening with the huge level of compute they have. BREAKING $META @NorgesBank 🚀🚀🚀 It seems Norges Bank approved @Meta becoming a hyperscaler buying massive amount of AI chips from $AMD long term. 13F Filing- Norges Bank($2 Trillion Fund) started a MASSIVE Brandnew position on $META with [--------] shares or $22.1B Buy in [--] https://t.co/v7TXeF51Jt BREAKING $META @NorgesBank 🚀🚀🚀 It seems Norges Bank approved @Meta becoming a hyperscaler buying massive amount of AI chips from $AMD long term. 13F Filing- Norges Bank($2 Trillion Fund) started a MASSIVE Brandnew"  
[X Link](https://x.com/QualCompounders/status/2021571592581501073)  2026-02-11T13:06Z [---] followers, [---] engagements


"@NotA_Bull $TSM because it has performed so well"  
[X Link](https://x.com/QualCompounders/status/2021624689312067616)  2026-02-11T16:37Z [---] followers, [--] engagements


"@finance_intell Not from a fundamental perspective I agree. Its just a lot of the people who buy $BTC also buy $SOFI that is why"  
[X Link](https://x.com/QualCompounders/status/2021656620623966698)  2026-02-11T18:44Z [---] followers, [--] engagements


"@WillBiddy_ Congrats keep up the great work"  
[X Link](https://x.com/QualCompounders/status/2021656739448512565)  2026-02-11T18:45Z [---] followers, [--] engagements


"@WillBiddy_ Doubtful they are the stamp of approval and there are really only two trusted sources them and Moody's"  
[X Link](https://x.com/QualCompounders/status/2021688997584441676)  2026-02-11T20:53Z [---] followers, [--] engagements


"@prgnix I respectably disagree ChatGPT has been out since [----] we see zero disruption in their business since then. This is purely sentiment driven sell off"  
[X Link](https://x.com/QualCompounders/status/2021757969227022587)  2026-02-12T01:27Z [---] followers, [--] engagements


"Positions I added to during last week's market downturn: 📉 🔵 $AMZN AWS re-acceleration is real; backlog near $250B. 🔵 $CEG Securing the 24/7 carbon-free power AI needs. 🔵 $SOFI 35% YoY member growth. The "one-stop shop" is winning. 🔵 $META AI-powered ad lift + Threads global ad rollout. 🔵 $ADBE 24B+ Firefly assets generated. Monetization is working. https://twitter.com/i/web/status/2020920639603998952 https://twitter.com/i/web/status/2020920639603998952"  
[X Link](https://x.com/QualCompounders/status/2020920639603998952)  2026-02-09T18:00Z [---] followers, [---] engagements


"$CEG operator of America's largest nuclear fleet (70%) has multiple tailwinds: 📊⚛ [--] Pure-Play Scale: Operates the nation's largest nuclear fleet. With 90% carbon-free generation it commands a "reliability premium" from AI hyperscalers. [--] Price Stability: Unlike fossil fuels nuclear offers long-term cost predictability shielding customers from commodity volatility. [--] Pricing Power: Unlike traditional utilities $CEG is a merchant power producer and does not have its rates capped. [--] Big Tech Backing: 20-year contracts with $MSFT (Crane/TMI restart) and $META (Clinton) deliver decades of"  
[X Link](https://x.com/QualCompounders/status/2018716109260607502)  2026-02-03T16:00Z [---] followers, [---] engagements


"@oguzerkan Bullish for energy names I have been adding $CEG"  
[X Link](https://x.com/QualCompounders/status/2018779518526537737)  2026-02-03T20:11Z [---] followers, [---] engagements


"@BleedingEdgeAM Agreed might be the right play especially if these LLMs get commoditized "  
[X Link](https://x.com/QualCompounders/status/2020976658803720622)  2026-02-09T21:42Z [---] followers, [--] engagements


"@meetblossomapp 100% a discount market crash is a great opportunity"  
[X Link](https://x.com/QualCompounders/status/2021003451090731296)  2026-02-09T23:29Z [---] followers, [----] engagements


"Tomorrow morning Im dropping a full deep dive thread covering $ZETA. 🔷The Moat: Why First-Party data is the ultimate winner in a cookie-less world. 🔷The Tech: How the Zeta Marketing Platform (ZMP) eliminates "Franken-stacks." 🔷Agentic AI: The Athena systema super intelligent operator powered by OpenAI. 🔷The Numbers: Guidance for 34% revenue growth and massive ARPU expansion. 🔷Valuation: Why a [-----] forward P/E is a gift for this level of consistency. Follow and turn on notifications so you don't miss it. 🧵👇 https://twitter.com/i/web/status/2021028560648143213"  
[X Link](https://x.com/QualCompounders/status/2021028560648143213)  2026-02-10T01:08Z [---] followers, [---] engagements


"@iDhavalDP @JasonL_Capital Bottom line is $WMT and $COST are overvalued. It can stay that way for a while but ultimately they will go back to their fair value. $AMZN has just as defensible MOAT with much better growth and a much more diversified buiness"  
[X Link](https://x.com/QualCompounders/status/2021030734790787399)  2026-02-10T01:17Z [---] followers, [---] engagements


"$HOOD Q4 [----] earnings are out:🚨 Financials: 📊 ✅ EPS actual: $0.66 estimate: $0.63 🟥 Revenue actual: $1.28B estimate: $1.35B Q1 [----] guidance: ✅ Adjusted Operating Expense: $2.6B$2.72B actual $2.66B estimate Highlights:💡 🎯 Record Gold Growth: Robinhood Gold subscribers hit a record [---] million (up 58% YoY) signaling a successful shift toward recurring subscription revenue and deeper user monetization. 🎯 Crypto Volume Headwinds: While [----] was a record year with $4.5B in total revenue Q4 results showed a 52% decline in crypto notional volumes reflecting the impact of recent market"  
[X Link](https://x.com/QualCompounders/status/2021330738172366928)  2026-02-10T21:09Z [---] followers, [---] engagements


"@MarketMatrixs $META is by far the most attractive buy here"  
[X Link](https://x.com/QualCompounders/status/2021677125162373514)  2026-02-11T20:06Z [---] followers, [---] engagements


"@QualityInvest5 Crazy growth numbers; the only real blemish is the crypto volumes"  
[X Link](https://x.com/QualCompounders/status/2021679161111458051)  2026-02-11T20:14Z [---] followers, [--] engagements


"@WillBiddy_ Agreed but market intelligence and commodities are not as wide as wide of MOATs"  
[X Link](https://x.com/QualCompounders/status/2021692455213511018)  2026-02-11T21:06Z [---] followers, [--] engagements


"$ADBE might be one of the best opportunities in the market when looking back a few years from now. I have been adding on the current dip. 🎯 Revenue growth continues at 10% YoY 🎯 Trades historically cheap at 12.5x Forward P/E 🎯 Most revenue is annual recurring revenue (ARR) with zero cyclicality #SaaS https://twitter.com/i/web/status/2018904731758764275 https://twitter.com/i/web/status/2018904731758764275"  
[X Link](https://x.com/QualCompounders/status/2018904731758764275)  2026-02-04T04:29Z [---] followers, [----] engagements


"Added to my $CEG position on the market drop this week. 📊⚛ See my reasons 👇 Initiated a starter position in $CEG. 📊 One of the key utility players powering the data center buildout with one of the largest nuclear fleets providing clean reliable energy. ☢ #Utility #AI #DataCenters More detailed breakdown of $CEG dropping tomorrowfollow to stay up https://t.co/VNUQIX2tnl Initiated a starter position in $CEG. 📊 One of the key utility players powering the data center buildout with one of the largest nuclear fleets providing clean reliable energy. ☢ #Utility #AI #DataCenters More detailed"  
[X Link](https://x.com/QualCompounders/status/2019863668645851448)  2026-02-06T20:00Z [---] followers, [---] engagements


"Put in two additional buy $SOFI & $CEG both positions I am trying to build out. #Stock #StockMarket #Investing"  
[X Link](https://x.com/QualCompounders/status/2020917316955820406)  2026-02-09T17:46Z [---] followers, [---] engagements


"Great take from @UnknownBioone of the reasons I've been adding to $CEG. Give it a read below 👇📖 My bull thesis for $CEG and $GEV noted below: $GEV is pushing the most credible first-to-market SMR path in the West and the real unlock here isnt uranium its capital economics. Nuclear has never been expensive to run. Its expensive to build. 6075% of nuclears My bull thesis for $CEG and $GEV noted below: $GEV is pushing the most credible first-to-market SMR path in the West and the real unlock here isnt uranium its capital economics. Nuclear has never been expensive to run. Its expensive to"  
[X Link](https://x.com/QualCompounders/status/2020918705165644208)  2026-02-09T17:52Z [---] followers, [---] engagements


"Positions I plan to build out further hoping these companies go down short term: 💎🎁 $AMZN: E-commerce is undisputable. AWS + Ads are the growth engines but the real story is automation driving margin expansion. 📦🤖 $ADBE: AI disruption fears are overblown. Their ecosystem and "IP-safe" content moat are deeper than the market thinks. 🎨 $META: Massive AI spend is already translating into better ad targeting and top-line acceleration. 📱 $CEG: A pure-play bet on the nuclear renaissance. My DCF base case sees 15% EPS growth as data centers stay power-hungry. ⚛ $SOFI: Still the leader in"  
[X Link](https://x.com/QualCompounders/status/2021585021086134524)  2026-02-11T14:00Z [---] followers, [---] engagements


"$AMD The sell-off after the triple beat was a gift already recovering most of the losses. 🎁📉 The company expects 35% revenue growth over the next couple of years as MI400 ramps. #Stock #StockMarket #SemiconductorTech #Investing Did you scoop up some shares on the dip 🤔"  
[X Link](https://x.com/QualCompounders/status/2021595925181874392)  2026-02-11T14:43Z [---] followers, [---] engagements


"The SaaS selloff continues as major names hit new lows. The market is pricing in disruption as analysts fear AI will eat traditional software. 📉😨 Is this selloff warranted or is this a huge overaction by the market Current performance: $CRM: $184.99 (-4.37%) $WDAY: $146.05 (-4.69%) $ADBE: $264.67 (-2.71%) $NOW: $107.36 (-1.84%) #SaaS #Stocks #AI #Trading https://twitter.com/i/web/status/2021624587868684759 https://twitter.com/i/web/status/2021624587868684759"  
[X Link](https://x.com/QualCompounders/status/2021624587868684759)  2026-02-11T16:37Z [---] followers, [---] engagements


"@finance_intell Yes it seems mighty promising but $SOFI seems to be correlated with crypto. It doesn't make much sense but it does"  
[X Link](https://x.com/QualCompounders/status/2021624974507749514)  2026-02-11T16:38Z [---] followers, [---] engagements


"$AMZN is trading at a forward P/E of [--] with one of the most defensible moats in the market seems like a no brainer buy here.🧠📊"  
[X Link](https://x.com/QualCompounders/status/2021645414102184210)  2026-02-11T18:00Z [---] followers, [---] engagements


"Fire sales in my opinion 🔥🤑 $META $700 $AMZN $200 $AMD $200 $ADBE $280 $JD $30 Do you agree Comment below 👇"  
[X Link](https://x.com/QualCompounders/status/2021675607101227470)  2026-02-11T20:00Z [---] followers, [---] engagements


"@joecarlsonshow Been long $META since [----] and plan to continue. Still undervalued"  
[X Link](https://x.com/QualCompounders/status/2021684996075827400)  2026-02-11T20:37Z [---] followers, [---] engagements


"@TradeChronicle @sea_abh I think $HOOD could go to $50-$60. $SOFI looks like a better deal here"  
[X Link](https://x.com/QualCompounders/status/2021795445563965644)  2026-02-12T03:56Z [---] followers, [---] engagements

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