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# ![@QualityInvest5 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::815339814874652672.png) @QualityInvest5 Aria Radnia

Aria Radnia posts on X about $adbe, $asml, asml, $googl the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::815339814874652672/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:interactions.svg)

- X Week XXXXXXX +18%
- X Month XXXXXXXXX +46%
- X Months XXXXXXXXX +15%
- X Year XXXXXXXXXX +304%

### Mentions: XXX [#](/creator/twitter::815339814874652672/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:posts_active.svg)

- X Week XXX +36%
- X Month XXX +30%
- X Months XXXXX -XX%
- X Year XXXXX +12%

### Followers: XXXXXX [#](/creator/twitter::815339814874652672/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:followers.svg)

- X Week XXXXXX +2.10%
- X Month XXXXXX +8.30%
- X Months XXXXXX +51%
- X Year XXXXXX +273%

### CreatorRank: XXXXXXX [#](/creator/twitter::815339814874652672/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::815339814874652672/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::815339814874652672/influence)
---

**Social category influence**
[stocks](/list/stocks)  #4035 [technology brands](/list/technology-brands)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [celebrities](/list/celebrities)  XXXX% [musicians](/list/musicians)  XXX%

**Social topic influence**
[$adbe](/topic/$adbe) #6, [$asml](/topic/$asml) #13, [asml](/topic/asml) #27, [$googl](/topic/$googl) #980, [$fi](/topic/$fi) #5, [$fico](/topic/$fico) #15, [$uber](/topic/$uber) #88, [$pypl](/topic/$pypl) #881, [stocks](/topic/stocks) #3900, [$spgi](/topic/$spgi) #19

**Top accounts mentioned or mentioned by**
[@newcomerinvest](/creator/undefined) [@tacticzh](/creator/undefined) [@meeijer](/creator/undefined) [@theeuinvestor](/creator/undefined) [@teechongyen](/creator/undefined) [@saynototrading](/creator/undefined) [@grok](/creator/undefined) [@fiscoraoriginal](/creator/undefined) [@inxpensveinvest](/creator/undefined) [@capexandchill](/creator/undefined) [@r_goln](/creator/undefined) [@michaelchutney](/creator/undefined) [@beatriz190121](/creator/undefined) [@george_dubs_](/creator/undefined) [@frankmakrides](/creator/undefined) [@fred_abyss](/creator/undefined) [@pablosotelo1992](/creator/undefined) [@dividendg_web3](/creator/undefined) [@moontasia18491](/creator/undefined) [@wealthmatica](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Fiserv, Inc. (FI)](/topic/$fi) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Uber Technologies, Inc. (UBER)](/topic/$uber) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [S&P Global Inc (SPGI)](/topic/$spgi) [Cream (CRM)](/topic/$crm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Moody's Corporation (MCO)](/topic/$mco) [Metadium (META)](/topic/$meta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Msci Inc (MSCI)](/topic/$msci) [Spotify Technology (SPOT)](/topic/$spot) [Mastercard, Inc. (MA)](/topic/$ma) [Microsoft Corp. (MSFT)](/topic/$msft) [Now Coin (NOW)](/topic/$now) [Morningstar, Inc. (MORN)](/topic/$morn) [Effect.AI (EFX)](/topic/$efx) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Salesforce Inc (CRM)](/topic/salesforce) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Shopify Inc (SHOP)](/topic/$shop) [Netflix Inc (NFLX)](/topic/$nflx) [Synopsys, Inc. (SNPS)](/topic/$snps) [ServiceNow Inc (NOW)](/topic/servicenow) [General Electric Company (GE)](/topic/$ge) [Gartner Inc (IT)](/topic/$it) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Accenture (ACN)](/topic/$acn) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Dash (DASH)](/topic/$dash) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Paycom Software Inc (PAYC)](/topic/$payc) [Ferrari N.V. (RACE)](/topic/$race) [MercadoLibre Inc (MELI)](/topic/$meli) [KLA Corp (KLAC)](/topic/$klac) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [GE Vernova Inc. (GEV)](/topic/$gev) [Oklo Inc. (OKLO)](/topic/$oklo) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Palantir (PLTR)](/topic/$pltr)
### Top Social Posts [#](/creator/twitter::815339814874652672/posts)
---
Top posts by engagements in the last XX hours

"SHARP revenue de-acceleration over at Evo Gaming. Stock down XX% on the day $EVO $EVVTY $EVO.ST"  
[X Link](https://x.com/QualityInvest5/status/1917622621430063287) [@QualityInvest5](/creator/x/QualityInvest5) 2025-04-30T16:50Z 12.6K followers, 6450 engagements


"This ones an exception $RMS.PA"  
[X Link](https://x.com/QualityInvest5/status/1967244694196543682) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-14T15:10Z 12.6K followers, 5549 engagements


"$ADYEN starting to get interesting again. - 35x forward P/E - 25%+ projected EPS growth - Wide-moat stemming from high authorization rates and switching costs Ideally I would've sold $FI by now 😅"  
[X Link](https://x.com/QualityInvest5/status/1967943664459800591) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T13:28Z 12.6K followers, 4122 engagements


"$FICO INTRADAY HIGH WAS UP XX% DO YOU KNOW WHAT WE CALL THAT"  
[X Link](https://x.com/QualityInvest5/status/1973774327414665669) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T15:37Z 12.6K followers, 5673 engagements


"Ran a screener: - Market Cap $50B - P/FCF between 1530 - 3Y Projected FCF Growth XX% Only X results: X Chevron $CVX XXXX% FCF Growth 19.4x P/FCF X Uber $UBER XXXX% FCF Growth 23.6x P/FCF X Newmont $NEM XXXX% FCF Growth 17.9x P/FCF X Dell $DELL XXXX% FCF Growth 19.4x P/FCF X Royal Caribbean $RCL XXXX% FCF Growth 23.8x P/FCF X Equinix $EQIX XXXXX% FCF Growth 21.8x P/FCF X Enterprise Prod. $EPD XXXX% FCF Growth 16.3x P/FCF X Workday $WDAY XXXX% FCF Growth 26.4x P/FCF X D.R. Horton $DHI XXXX% FCF Growth 18.7x P/FCF"  
[X Link](https://x.com/QualityInvest5/status/1975229565145628992) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T16:00Z 12.6K followers, 15.5K engagements


"REMINDER: $ADBE is STILL a cash machine. 15%+ EPS growth just from revenue and buybacks no miracles needed. And its trading at an eye-watering 15x earnings. Cheers"  
[X Link](https://x.com/QualityInvest5/status/1975633126924882155) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-07T18:43Z 12.6K followers, 28.5K engagements


"If $PYPL can manage low teens FCF per share or EPS growth the stock will work Im just not confident in them achieving that level of growth over the next few years 🤷♂ And Im not too confident in that ads business turning into an overnight success either"  
[X Link](https://x.com/QualityInvest5/status/1975978261063885085) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T17:35Z 12.6K followers, 7255 engagements


"@bobspaysubstack @grok summarize neatly please"  
[X Link](https://x.com/QualityInvest5/status/1976273509350621665) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T13:08Z 12.6K followers, XXX engagements


"10T TAM THIS IS EASILY A 100X OPPORTUNITY AND THEY WILL DISRUPT ALL FORMAL EDUCTATION I'M FULL PORTING AT CLOSE $DUOL"  
[X Link](https://x.com/QualityInvest5/status/1976333991948288159) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T17:08Z 12.6K followers, 7005 engagements


"I will continue to say it I dont think Amazon is some steal of the century. If you buy today it probably outperforms But Id like to see it at 180-190 before Id even consider adding 16x P/OCF at that price or a 24x forward PE $AMZN"  
[X Link](https://x.com/QualityInvest5/status/1976785170352267558) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T23:01Z 12.6K followers, 14.8K engagements


"I am praying for another swing at $SHOP if this tariff stuff escalates. Not buying in the $70-$85 range earlier this year haunts me every night 😅"  
[X Link](https://x.com/QualityInvest5/status/1976835815302201636) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T02:22Z 12.6K followers, 5426 engagements


"LOTS of passion went into this one 😅 While others shill the stock to cozy up to the CEO for an interview Ill tell it straight: the moat and financials are deteriorating And a hail-merry ads business wont save them. New $PYPL video out now 👇"  
[X Link](https://x.com/QualityInvest5/status/1977157654146695443) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T23:41Z 12.6K followers, 28.3K engagements


"Side note: Unlike $PYPL $UBER has REAL surface area even with such puny ads like the ones displayed in the rides app At least it's some place where you can put an ad that makes sense. Eg "buy a Starbucks coffee on your way to work" and that's clear ROI for $SBUX"  
[X Link](https://x.com/QualityInvest5/status/1978845156880105774) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T15:27Z 12.6K followers, 4467 engagements


"@Alpha_Condensed pay me 10K"  
[X Link](https://x.com/QualityInvest5/status/1979005875193881063) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T02:05Z 12.6K followers, XXX engagements


"Surely over time a greater % of people in foreign countries invest in their local public markets and all countries look more similar to the US right Within a generation or so i think👌"  
[X Link](https://x.com/QualityInvest5/status/1979023780845330874) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T03:16Z 12.6K followers, 4291 engagements


"@mply_cap i think were a small mjnority on this earth bro when i started getting excited about the $HON aerospace spin out i knew it was over for me"  
[X Link](https://x.com/QualityInvest5/status/1979040053826314334) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T04:21Z 12.6K followers, XXX engagements


"@stonkmetal 🤡"  
[X Link](https://x.com/QualityInvest5/status/1979230243975029233) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T16:57Z 12.6K followers, 1478 engagements


"@GEORGEMORGAN_01 yes salesforce too"  
[X Link](https://x.com/QualityInvest5/status/1979268914212119034) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T19:30Z 12.6K followers, XXX engagements


"@AustinH26415112 @GEORGEMORGAN_01 @grok summarize"  
[X Link](https://x.com/QualityInvest5/status/1979299816875397538) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:33Z 12.6K followers, XX engagements


"Quality Stocks Almost Certain to Outperform in the LONG TERM: X. Visa $V X. UNH $UNH X. Zoetis $ZTS X. MSCI $MSCI X. ASML $ASML X. Moodys $MCO X. Fair Isaac $FICO X. Amazon $AMZN X. Mastercard $MA XX. Microsoft $MSFT XX. Idexx Labs. $IDXX XX. S&P Global $SPGI What else 🤔👇"  
[X Link](https://x.com/QualityInvest5/status/1848722943787802776) [@QualityInvest5](/creator/x/QualityInvest5) 2024-10-22T13:47Z 12.6K followers, 12K engagements


"Quality Growth Stocks I'm Interested in if the Price Was Right Intuit $INTU Meta $META Netflix $NFLX Spotify $SPOT Adyen $ADYEN Workday $WDAY Synopsys $SNPS ServiceNow $NOW Crowd-strike $CRWD"  
[X Link](https://x.com/QualityInvest5/status/1865502598423293974) [@QualityInvest5](/creator/x/QualityInvest5) 2024-12-07T21:04Z 12.6K followers, 4832 engagements


"I don't care how bad the issues of a company are no business that is growing AT ALL should be trading at an X% FCF yield Evo will likely have over XX% revenue growth from here on out and should not be valued like a declining tobacco business Ridiculous $EVO $EVVTY $EVO.ST"  
[X Link](https://x.com/QualityInvest5/status/1882438478497300546) [@QualityInvest5](/creator/x/QualityInvest5) 2025-01-23T14:41Z 12.6K followers, 12.1K engagements


"Zillow has how many monthly actives $ZG"  
[X Link](https://x.com/QualityInvest5/status/1908589048626630919) [@QualityInvest5](/creator/x/QualityInvest5) 2025-04-05T18:34Z 12.6K followers, 2782 engagements


"Evo's valuation and growth rate have pretty strong correlation over the past few years Live revenue up XX% YoY but still declining Valuation the lowest it's ever been at just 12x P/FCF $EVO $EVVTY $EVO.ST"  
[X Link](https://x.com/QualityInvest5/status/1914771191044432175) [@QualityInvest5](/creator/x/QualityInvest5) 2025-04-22T20:00Z 12.6K followers, 5697 engagements


"GoDaddy's an interesting business because XX% of the revenues are reccuring. People keep paying for their domain every year $GDDY"  
[X Link](https://x.com/QualityInvest5/status/1936058806846558704) [@QualityInvest5](/creator/x/QualityInvest5) 2025-06-20T13:49Z 12.6K followers, 1811 engagements


"LVMH which is the parent of Louis Vuitton Dior and other luxury giants is down XX% from its all-time high. Now trading at just 13x EV/EBIT. Youd have to go back to December 2016 to find it at cheaper valuations. Anyone interest $LVMH $MC.PA"  
[X Link](https://x.com/QualityInvest5/status/1936816154355405260) [@QualityInvest5](/creator/x/QualityInvest5) 2025-06-22T15:58Z 12.6K followers, 19.5K engagements


"Just finished recording Top XX Moats of All Time What do you think made the list 👇"  
[X Link](https://x.com/QualityInvest5/status/1948906491215577579) [@QualityInvest5](/creator/x/QualityInvest5) 2025-07-26T00:41Z 12.6K followers, 14.1K engagements


"August 1st 2025 Bought a starter position in $FICO at X% ish. Risk v reward is quite attractive here at 40x fwd P/E given the growth + moat profile of this business. Funded using all cash $ASML remains at the top of the watchlist and frankly I think that might be the better buy here. But I already have a position AND I've been dying to get into $FICO for over X years now. Cheers"  
[X Link](https://x.com/QualityInvest5/status/1951364578694095038) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-01T19:29Z 12.6K followers, 78K engagements


"Just discovered a LITERAL toll booth business. - X% Revenue CAGR - XX% Gross Profit Margin - Riddled with debt at 5x debt/EBITDA Interesting stuff 👀 $FER"  
[X Link](https://x.com/QualityInvest5/status/1954589885047681526) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-10T17:05Z 12.6K followers, 4441 engagements


"as an investor do yourself a favour and never invest in airlines $SAVE"  
[X Link](https://x.com/QualityInvest5/status/1961566827697344717) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-29T23:09Z 12.6K followers, 7499 engagements


"The single greatest economic moat a business can possess is to be recognized as a standard "where the network effects created by your past sales give you the right to make your next sale" - $MCO CEO Ray McDaniel Here are XX POWERFUL examples of a "standards" business 🧵👇"  
[X Link](https://x.com/QualityInvest5/status/1968027781800874388) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.6K followers, 17.1K engagements


"1. $MCO Moody's - Credit Ratings Business Moody's has been the standard for corporate debt ratings for over a century. When an enterprise wants to raise debt for their business operations they MUST get a rating from $MCO because it's a stamp of approval on that business"  
[X Link](https://x.com/QualityInvest5/status/1968027786372845905) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.6K followers, 1363 engagements


"2. $SAF.PA Safran Aerospace Engines Safran (via CFM w/ $GE) dominates narrow-body jets: the CFM56 & LEAP engines power 70%+ of global fleets. With 40k+ engines in service and decades of high-margin servicing airlines are locked in for 2030 years after purchase. Thats a textbook standards moat in aviation ✈"  
[X Link](https://x.com/QualityInvest5/status/1968027790609093058) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.6K followers, 1247 engagements


"All of the financial services stocks are down today S&P Global $SPGI -XXX% Moody's $MCO -XXX% Morningstar $MORN -XXX% MSCI $MSCI -XXX% Why 🤔"  
[X Link](https://x.com/QualityInvest5/status/1968756271189741957) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-18T19:17Z 12.6K followers, 50.7K engagements


"Just uploaded a video on a Chris Hohn stock which is arguably the WIDEST moat business I've ever studied - 70%+ recurring revenue - Customer lock-in cycles that span 50+ years - Tens of billions in R&D protecting a treasure trove of IP and patents Seriously ENJOY $SAF $SAP.PA"  
[X Link](https://x.com/QualityInvest5/status/1968849076851462332) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-19T01:26Z 12.6K followers, 4930 engagements


"After the -X% drop last Thursday S&P now trades at: - 29x trailing P/FCF - Low to mid-teens FCF per share growth - One of the widest moats of any business on Earth Is $SPGI starting to look attractive again"  
[X Link](https://x.com/QualityInvest5/status/1969929400650211614) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-22T00:59Z 12.6K followers, 17.5K engagements


"Most interesting to me here is Gartner which trades at its lowest valuation since becoming profitable. Growth isn't the best but it has historically been cyclical $IT"  
[X Link](https://x.com/QualityInvest5/status/1970504613074751630) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-23T15:04Z 12.6K followers, 6575 engagements


"I find it hilarious how Ebay has more than tripled the performance of PainPal XX years after the spin-off $PYPL $EBAY"  
[X Link](https://x.com/QualityInvest5/status/1970983969320730722) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-24T22:49Z 12.6K followers, 3722 engagements


"Never did I ever imagine Id see bad sentiment and bearish takes on $CSU.TO Arguably the most durable stable long term compounder of all time Stock is expensive at 25x FCF LOL"  
[X Link](https://x.com/QualityInvest5/status/1971279638090613177) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-25T18:24Z 12.6K followers, 3886 engagements


"Anybody interested in $CSU.TO This is all the due diligence you need 👌"  
[X Link](https://x.com/QualityInvest5/status/1971618328008646979) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-26T16:50Z 12.6K followers, 15.4K engagements


"$CSU.TO selloff is dumb The company was built exactly for a day like today"  
[X Link](https://x.com/QualityInvest5/status/1971620327177572381) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-26T16:58Z 12.6K followers, 8500 engagements


"Has anyone realized just how cheap Accenture has gotten This isn't some narrow moat garbage retailer. we're talking about one of the biggest and most important professional services in the WORLD Stupidly cheap $ACN"  
[X Link](https://x.com/QualityInvest5/status/1971743314568429597) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T01:06Z 12.6K followers, 72.2K engagements


"Fiserv is still arguably one of the best opportunities in the market - X% TTM Buyback yield - 13x P/FCF (lowest valuation this decade) - Wide moat in some segments with XX% retention rate narrower moat in other segments like Clover I overall still like the set up here $FI"  
[X Link](https://x.com/QualityInvest5/status/1971758494236950544) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T02:07Z 12.6K followers, 16.9K engagements


"$CSU.TO is such an easy buy at these prices I wish I had cash"  
[X Link](https://x.com/QualityInvest5/status/1971772656161828990) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-27T03:03Z 12.6K followers, 7923 engagements


"Lululemon at 8x earnings opening stores at the same XX per year cadence they've kept up over the past few years Yes there's short-term margin pressure and a slowdown in growth. But the rest of retail is also feeling it. I think this can work from here $LULU"  
[X Link](https://x.com/QualityInvest5/status/1973109777552060826) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-30T19:36Z 12.6K followers, 18.1K engagements


"Is there any better way to wake up than this $FICO up a whopping XX% in pre market $ASML up another X% nearly +50% YTD Quality bros were SO back"  
[X Link](https://x.com/QualityInvest5/status/1973719058836304167) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T11:57Z 12.6K followers, 10.6K engagements


"After today's events: The company with XX% OPERATING margins on its core business is about to have even higher margins with faster growth and a wider moat Winners keep winning. $FICO"  
[X Link](https://x.com/QualityInvest5/status/1973877849087169012) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T22:28Z 12.6K followers, 6663 engagements


"$FICO up another X% $UBER at all time highs No more $GOOGL bear takes $ASML is above $1000 Life is good"  
[X Link](https://x.com/QualityInvest5/status/1974125783863152823) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T14:53Z 12.6K followers, 11.8K engagements


"Courtesy of @Spsk2000 it seems management has been eyeing the possibility of a buyout already I still think my proposed $UBER $DASH or $CART are better homes to $HFG than any of these other companies But what do I know 🤷♂"  
[X Link](https://x.com/QualityInvest5/status/1974912626661708149) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T19:00Z 12.6K followers, 5082 engagements


""10T opportunity guys" . basically the Nvidia of language learning $DUOL"  
[X Link](https://x.com/QualityInvest5/status/1974928132596813921) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T20:02Z 12.6K followers, 26.2K engagements


"It's baffling to see just how far $TTD has fallen in such a short amount of time Be careful with valuation"  
[X Link](https://x.com/QualityInvest5/status/1975201230092996905) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T14:07Z 12.6K followers, 3859 engagements


"Kraken management expects rising geopolitical tensions to result in increased spending over the next 12-36 months Projections support this view projected to nearly triple by FY 2027 $PNG.V $KRKNF"  
[X Link](https://x.com/QualityInvest5/status/1975206850896498787) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T14:29Z 12.6K followers, 7957 engagements


"$TSM stock now starts with a X 🤯 I remember when this was a dead stock at $XX with guaranteed China invasion coming soon Congrats bulls"  
[X Link](https://x.com/QualityInvest5/status/1975229496833065289) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T15:59Z 12.6K followers, 4038 engagements


"PSA: $EFX can drop the price of their scores to $XXXX and it still wouldnt hurt $FICO FICOs moat doesnt come from underwriting (pulling the score at the time of a loan decision) It comes from securitization where they have a XX% market share See below for explanation"  
[X Link](https://x.com/QualityInvest5/status/1975941235698491571) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T15:07Z 12.6K followers, 7924 engagements


"$MNDY today gives me 2023 $PAYC vibes Slowing growth while ramping profits market cant decide how to value it so it slashes the sales multiple"  
[X Link](https://x.com/QualityInvest5/status/1975958730954174473) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T16:17Z 12.6K followers, 1765 engagements


"$FICO down XX% over something that wont impact their business 😂 Efficient markets right"  
[X Link](https://x.com/QualityInvest5/status/1975964113798070326) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T16:38Z 12.6K followers, 8527 engagements


"@SayNoToTrading i like the merchant acquirer business as well but id rather invest in something like $FI at similar valuation or $ADYEN"  
[X Link](https://x.com/QualityInvest5/status/1976076848774906070) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T00:06Z 12.6K followers, XXX engagements


"@SayNoToTrading very solid and yeah now in the low 100s its quite a steal. im jealous of ur adyen position also im familiar with that processing chart. very impressive how $fi is still up there despite so much hype around these newer fintechs"  
[X Link](https://x.com/QualityInvest5/status/1976082509000786363) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T00:29Z 12.6K followers, XXX engagements


"@SayNoToTrading $FI has more diversified business segments than $GPN but yeah the debt is worrisome"  
[X Link](https://x.com/QualityInvest5/status/1976277266108940499) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T13:23Z 12.6K followers, XXX engagements


"During the peak $FICO selloff you could've almost bought $FICO and $EFX at the same valuation One of them grows significantly faster and has a MUCH better moat 👀"  
[X Link](https://x.com/QualityInvest5/status/1976279368692568457) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T13:31Z 12.6K followers, 2856 engagements


"New video covering the $FICO vs $EFX situation btw Disclaimer: Nothing can impact $FICO's moat"  
[X Link](https://x.com/QualityInvest5/status/1976315092619931667) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T15:53Z 12.6K followers, 3408 engagements


"Massive Brazilian tilt in $MELI's revenues With Argentina and Mexico shaping up as the next big growth engines"  
[X Link](https://x.com/QualityInvest5/status/1976332065311453628) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T17:00Z 12.6K followers, 5948 engagements


"We're on pace for THE WORST single-day drop in Ferrari stock's history Investors were disappointed with the modest 2030 guidance revealed in their capital markets day: - X% rev CAGR - XXXX% EPS CAGR - Operating Margin increase to XX% (from 28) $RACE currently down -17%"  
[X Link](https://x.com/QualityInvest5/status/1976338293848760442) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T17:25Z 12.6K followers, 18.9K engagements


"@PronkDaniel they $MELI thesis is: they become LatAm"  
[X Link](https://x.com/QualityInvest5/status/1976363268181770696) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T19:04Z 12.6K followers, 1314 engagements


"All roads lead back to $TSM or was it $ASML no Carl Zeiss Or Cymer in San Diego for the light source. Wait Edwards handles the vacuum But VAT Group does the valves and $KLAC quality checks the wafers. But none of that works without $SNPS's design software powered by $ANSS simulations running on $NVDA GPUs. And at the very start It's all sand melted into glass purified into silicon So the whole digital world is built on dust Lol"  
[X Link](https://x.com/QualityInvest5/status/1976365499635126284) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T19:13Z 12.6K followers, 6097 engagements


"Ferrari $FACE in the low 300s gets more interesting IMO. Will be trading at 23/24x forward EV/EBIT. Similarly valued to something like $SPGI today which I regard as another super wide-moat compounder with low teens EPS growth"  
[X Link](https://x.com/QualityInvest5/status/1976368762216722832) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T19:26Z 12.6K followers, 9870 engagements


"Did you guys know about this $GOOGL $SQSP"  
[X Link](https://x.com/QualityInvest5/status/1976389323340775917) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T20:48Z 12.6K followers, 2614 engagements


"SEE I TOLD YOU IT'S A BLACK BOX AND WILL EVENTUALLY DROP $BN -XX% 🥳"  
[X Link](https://x.com/QualityInvest5/status/1976693789910876244) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T16:58Z 12.6K followers, 21.8K engagements


"Another quarter of disappointing performance for Polen Capital: XXXX% YTD net of fees vs. S&P's XXXXX% My biggest gripe with them is the sheer amount of activity EVERY single quarter and often selling undervalued companies for overvalued names because they have momentum in them. This strategy is fine and you can make money doing it But when you claim to place emphasis "on durable high-quality businesses" Then start trading in and out of positions every quarter with resulting in like XX% annual turnover . IDK man"  
[X Link](https://x.com/QualityInvest5/status/1977033429582586359) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T15:27Z 12.6K followers, 40.5K engagements


"Efficient market hypothesis Theres no alpha in mega caps $META $NFLX $AMZN $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/1977080902879789565) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T18:36Z 12.6K followers, 9409 engagements


"The better share cannibal fintech with a core business that isn't being disrupted and a top-line that's ACTUALLY GROWING $FI $PYPL"  
[X Link](https://x.com/QualityInvest5/status/1977435218454905314) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T18:04Z 12.6K followers, 14.2K engagements


"Dividend Growth Dividend Yield If you truly want to retire off of passive income try to spot the next Broadcom and then hold it for a LOOONG time $AVGO"  
[X Link](https://x.com/QualityInvest5/status/1977451599610937812) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T19:09Z 12.6K followers, 9091 engagements


"$ASML earnings in two days"  
[X Link](https://x.com/QualityInvest5/status/1977469417198891333) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T20:20Z 12.6K followers, 9958 engagements


"@QualityGrowth_ yep that X% $MO yield is really moving the needle on a 10K portfolio 😂"  
[X Link](https://x.com/QualityInvest5/status/1977560696356479090) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T02:23Z 12.6K followers, XX engagements


"Secret $FICO bull thesis 😂"  
[X Link](https://x.com/QualityInvest5/status/1977763248536494184) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T15:47Z 12.6K followers, 6454 engagements


"@DrunkDividends @NewcomerInvest look into $fi instead"  
[X Link](https://x.com/QualityInvest5/status/1977903851152834570) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T01:06Z 12.6K followers, XXX engagements


"@ttactics011 @DeepIceValue in the fintech lands of things. $FI has somewhat of a moat will comfortably grow EPS at a mid teens pace no immediate disruption risk. also trades at 12x earnings the ONLY downside they have lots of debt. a little over 3x debt/ebitda"  
[X Link](https://x.com/QualityInvest5/status/1978110424278082026) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T14:47Z 12.6K followers, XXX engagements


"My completely analytical and extremely sophisticated prediction for this earnings is +12% because its a new all time high 🧐 $ASML"  
[X Link](https://x.com/QualityInvest5/status/1978156002357747988) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T17:48Z 12.6K followers, 6151 engagements


"hmm this is something i think about often personally if i find an opportunity that is SIGNIFICANTLY better than $spgi (assuming i was a shareholder) while $spgi was trading at 40x fcf id sell and move on a lot of people subscribe to never sell mentality and thats fine assuming your time horizon is truly XX years or more. but just know that at any point you can experience a long period of flat returns holding on to a XX% grower at say 40x fcf i think anything north of 3x P/FCF to growth is pricing in a lot so if we expect SPGI to have about 12-13% FCF per share growth. thats roughly high 30s"  
[X Link](https://x.com/QualityInvest5/status/1978166715721633967) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T18:31Z 12.6K followers, XXX engagements


"$PYPL Is The Clearest Case of Innovator's Dilemma I've EVER Seen. but nobody wants to admit it I don't wanna single this guy out but this just speaks to a WAY bigger issue I see in investing ALL THE TIME which has to do with "narrative-based thinking" Completely following the narrative blindly usually when a stock is down but in this case it's following the bull case that PayPal will spawn an ads business and pump our bags up. If you do any sort of first principles thinking into the feasibility of PayPal launching an ads business. You quickly start to realize they don't ACTUALLY have the"  
[X Link](https://x.com/QualityInvest5/status/1978319475066720539) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T04:38Z 12.6K followers, 6811 engagements


"$ASML up X% in overnight trading off the report But obviously we have a long way until the open and anything can happen"  
[X Link](https://x.com/QualityInvest5/status/1978330255015211275) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T05:21Z 12.6K followers, 18.2K engagements


"Up XX% since that last tweet . now trades 17x EV/EBIT $LVMH $LVMUY $MC.PA"  
[X Link](https://x.com/QualityInvest5/status/1978486661152407670) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:42Z 12.6K followers, 3493 engagements


"Guccis parent company $KER is in REAL trouble The stocks doubled since the April lows yet is still down XX% from the ATH All the while revenue growth has been falling off a cliff Has the red python lost its flair 💔🐍"  
[X Link](https://x.com/QualityInvest5/status/1978489229798703350) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T15:52Z 12.6K followers, 2561 engagements


"I'm eyeing a X% spec position perhaps a swap with $HIMS"  
[X Link](https://x.com/QualityInvest5/status/1978521578317947310) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T18:01Z 12.6K followers, 1148 engagements


"How does one short gold Wtf is this nonsense seriously 🤦♂"  
[X Link](https://x.com/QualityInvest5/status/1978607421497946338) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T23:42Z 12.6K followers, 25.7K engagements


"Took me a week but I FINALLY found it $IBKR Gross margins vs. Operating margins"  
[X Link](https://x.com/QualityInvest5/status/1978846104138440773) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T15:30Z 12.6K followers, 11K engagements


"My big issue with investing in commodities like Gold and Silver is that I can never CONFIDENTLY tell you when its a good time to buy or sell. Their prices are driven purely by hype and shifting supply/demand dynamics in the market not fundamentals. Now take $GOOGL for example: If its trading at a 16x PE (which has only happened like twice in the past two decades) and I can see EPS and revenue growth holding steady despite LLM competition I can tell you with confidence: its a good buy thats likely to outperform over time Could I have predicted the rerate to 27x PE in just X months Definitely"  
[X Link](https://x.com/QualityInvest5/status/1978862944524890336) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T16:37Z 12.6K followers, 6286 engagements


"@PronkDaniel $FI right now 👀"  
[X Link](https://x.com/QualityInvest5/status/1978887819553604037) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T18:16Z 12.6K followers, XXX engagements


"@Aulakhszn shift X is a fascinating case too i like $fi because its a conglomerate of paymentech and banking software so not pure play on a commoditized industry even tho i dont think that matters much"  
[X Link](https://x.com/QualityInvest5/status/1978944956359114975) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T22:03Z 12.6K followers, XXX engagements


"At this rate $ORCL is either gonna turn out like $NVDA or Enron No in-between"  
[X Link](https://x.com/QualityInvest5/status/1979029782630154360) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T03:40Z 12.6K followers, 3426 engagements


"$CRM should comfortably be worth $XXX per share or thereabouts Now that its guiding for multi-year double digit rev growth. 25x FCF = $XXX stock price ISNT unreasonable Perhaps even a more aggressive 30x multiple depending on how those buybacks go margin expansion"  
[X Link](https://x.com/QualityInvest5/status/1979037929952440747) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T04:13Z 12.6K followers, 3156 engagements


"@fiscorainvest i just said $SPOT expensive LOL"  
[X Link](https://x.com/QualityInvest5/status/1979208236386357739) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T15:29Z 12.6K followers, XXX engagements


"@gekkoadvisors SHORT GOOGL LMFAO Open AI ads is plausible but it's not an easy business to integrate ads into. We will see my hunch is even if they have a new competitor they can co exist and succeed and live together"  
[X Link](https://x.com/QualityInvest5/status/1979301628412071949) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:40Z 12.6K followers, XX engagements


"@BKMD22 ah yes me and my 12K followers gonna move the market cap of a 150B company 💀"  
[X Link](https://x.com/QualityInvest5/status/1979496072754913469) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:33Z 12.6K followers, XXX engagements


"@FrankMakrides @Adobe @RemindMe_OfThis in X months then XX months then XX months again"  
[X Link](https://x.com/QualityInvest5/status/1979496870931243221) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:36Z 12.6K followers, XXX engagements


"@FrankMakrides @Adobe @RemindMe_OfThis @RemindMe_OfThis in XX months"  
[X Link](https://x.com/QualityInvest5/status/1979497777076863280) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:40Z 12.6K followers, XXX engagements


"@grok @SCMTT_LAB yeah those two have nothing common LOL"  
[X Link](https://x.com/QualityInvest5/status/1979497893783322935) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:40Z 12.6K followers, XXX engagements


"@JerryCap i wonder too aero engines and asml share a lot of business characteristics and have a similar style moat"  
[X Link](https://x.com/QualityInvest5/status/1979715426704839163) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T01:05Z 12.6K followers, XXX engagements


"@dhasandev dont recognize a single person"  
[X Link](https://x.com/QualityInvest5/status/1979745448488526026) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T03:04Z 12.6K followers, XXX engagements


"5. $GOOGL Google - Internet Search Google is synonymous with internet search providing the most comprehensive and reliable search results. When people need information they turn to $GOOG setting the standard for search engines"  
[X Link](https://x.com/QualityInvest5/status/1968027801786957913) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.6K followers, XXX engagements


"6. $FICO Fair Isaac - Consumer Credit Scores FICO is the gold standard in credit scoring powering decisions for lenders banks and investors worldwide. FICO is the trusted backbone of consumer finance and the standard for assessing credit quality - even after origination"  
[X Link](https://x.com/QualityInvest5/status/1968027806300094522) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-16T19:02Z 12.6K followers, 1145 engagements


"Case and point why the PE ratio is complete garbage. We have geniuses seeing the stock fall looking at the PE and concluding that $CSU.TO is still overvalued Meanwhile the PE ratio isn't reflective of CSU's actual earnings AT ALL"  
[X Link](https://x.com/QualityInvest5/status/1971292047396176238) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-25T19:13Z 12.7K followers, 7016 engagements


"What would you change about this portfolio $AMZN $GOOGL $ASML $UBER $FICO $FI $TMDX $ADBE $HIMS"  
[X Link](https://x.com/QualityInvest5/status/1971364091232125306) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-26T00:00Z 12.6K followers, 27.1K engagements


""But the buybacks" 😂😂 $PYPL"  
[X Link](https://x.com/QualityInvest5/status/1976788318303273170) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T23:13Z 12.6K followers, 3378 engagements


"$ASML reports XXX billion total net sales and XXX billion net income in Q3 2025 Re-iterates FY 2025 guidance of XX% YoY sales growth with gross margin around XX% They see positive momentum around investments in AI and are expecting continued strength with customers"  
[X Link](https://x.com/QualityInvest5/status/1978329244292849709) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T05:17Z 12.6K followers, 24.1K engagements


"@FrankMakrides @Adobe @RemindMe_OfThis @CashFlowKingsYT wtf is ur problem dude 😂"  
[X Link](https://x.com/QualityInvest5/status/1979581287707902363) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T16:12Z 12.7K followers, XX engagements


"Wise is firing on ALL cylinders - more customers - more spending volume - and higher balances in customers' accounts And unlike everyone's favourite value trap (PainPal) their take rate is moving up not down 🤷♂ $WISE.L"  
[X Link](https://x.com/QualityInvest5/status/1973086883593781376) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-30T18:05Z 12.6K followers, 4182 engagements


"@ArneUlland i have anchoring bias when initiating a position since i saw $adyen at $XX its a bit hard for me to buy at $XX $XX $XX even though its good value still"  
[X Link](https://x.com/QualityInvest5/status/1974523697533964335) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-04T17:15Z 12.6K followers, XXX engagements


"@DimitryNakhla didnt realize ge vernova growing THAT fast wow"  
[X Link](https://x.com/QualityInvest5/status/1977432789533282608) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T17:54Z 12.6K followers, XXX engagements


"@fiscorainvest im ngl bro $SPOT is hella expensive"  
[X Link](https://x.com/QualityInvest5/status/1978491685685358834) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T16:02Z 12.6K followers, XXX engagements


"I'm still more bullish on the Eats ads. This is cool too. They should create ads like "Stop by for a coffee" where Starbucks can pay for an ad in the Uber app that directs your drive to a Starbucks on the way to pick up a coffee. Obviously everybody should be appropriately compensated but there are many situations where people are hungry in an Uber you know $UBER"  
[X Link](https://x.com/QualityInvest5/status/1978843219124228415) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T15:19Z 12.6K followers, 10K engagements


"@moeedahmed i wholeheartedly agree"  
[X Link](https://x.com/QualityInvest5/status/1979298956627550297) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:30Z 12.6K followers, 1481 engagements


"@FrankMakrides @Adobe @RemindMe_OfThis here u go ive done several other videos too and i was on @CashFlowKingsYT last week and did a pretty big breakdown there as well"  
[X Link](https://x.com/QualityInvest5/status/1979557835710095504) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T14:39Z 12.6K followers, XXX engagements


"@FrankMakrides @Adobe @RemindMe_OfThis @CashFlowKingsYT @RemindMe_OfThis in XX months"  
[X Link](https://x.com/QualityInvest5/status/1979599533672939744) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T17:24Z 12.6K followers, XX engagements


"At $XXX $SPGI is the cheapest its been since the IHS Markit merger. One of the worlds highest-quality businesses with a solid low to mid teens growth profile. Looks like a steal right about now 🧐"  
[X Link](https://x.com/QualityInvest5/status/1916545377475686552) [@QualityInvest5](/creator/x/QualityInvest5) 2025-04-27T17:30Z 12.7K followers, 14.3K engagements


"LVMH the parent of Louis Vuitton Dior and more is now trading near its lowest multiple in X years. At what point does this world-class luxury empire become too cheap to ignore $LVMH $MC.PA"  
[X Link](https://x.com/QualityInvest5/status/1931410225342374150) [@QualityInvest5](/creator/x/QualityInvest5) 2025-06-07T17:57Z 12.7K followers, 58.1K engagements


"At some point this valuation gets a bit ridiculous no They still have double digit top-line and will likely achieve XX% EPS growth for the next few years $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1954595336653312273) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-10T17:26Z 12.7K followers, 34.9K engagements


"The disconnect in $ASML never ceases to amaze me. Over the past X years: - Operating income is up XXX% - Revenues are up XX% - Stock price Up just XXX% At 21x EV/EBIT this looks like a massively asymmetric setup. I dont think the market can ignore it for much longer"  
[X Link](https://x.com/QualityInvest5/status/1957550823107600853) [@QualityInvest5](/creator/x/QualityInvest5) 2025-08-18T21:11Z 12.7K followers, 58.1K engagements


"I've had X different people tell me to look into Inpost $INPST and I can't lie this one's pretty interesting: - 24x P/E - XX% rev growth (accelerating) - XX% gross margins XX% operating (expanding) They run the largest independent locker network in Europe reaching 50000 machines and 9M+ registered users . so they seem to have a pretty solid moat from scale and network effects. What you think"  
[X Link](https://x.com/QualityInvest5/status/1964327317741678991) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-06T13:58Z 12.7K followers, 5917 engagements


"@SayNoToTrading Morningstar is a super solid business they own PitchBook for privates Morningstar Direct which is a capIQ competitor i believe and also they sell data just like S&P as well its like S&P if you got rid of the indices business and put EVEN more emphasis on the data tools"  
[X Link](https://x.com/QualityInvest5/status/1966427252301725950) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-12T09:02Z 12.7K followers, XXX engagements


"Bought a starter in Adober $ADBE at $XXX - 19x SBC adjusted P/FCF - 15%+ FCF per share growth - X% share reduction (likely to continue) IMO you simply can't lose at these prices. I wanna make it a 10%+ position over the next little while"  
[X Link](https://x.com/QualityInvest5/status/1967661152944656431) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-15T18:45Z 12.7K followers, 70.5K engagements


"Portfolio Update Sept XX 2025 Bought a starter X% position in $ADBE and I'm hoping to make it XX% position in the future (I have zero cash atm). $ASML with its meteoric rise today overtook $UBER as my 3rd biggest position"  
[X Link](https://x.com/QualityInvest5/status/1968760021455454268) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-18T19:32Z 12.7K followers, 92.2K engagements


"Want to invest in wide moat stocks Here are a few categories to choose from: Financial Services 💹 S&P Global $SPGI Moody's $MCO Visa or Mastercard $V $MA MSCI $MSCI Fair Isaac $FICO Big Tech Amazon $AMZN Google $GOOGL Microsoft $MSFT Meta $META Apple $AAPL Semis🧑🏭 ASML $ASML TSMC $TSM Synopsis $SNPS Nvidia $NVDA KLA Corp $KLAC Industrials✈ Canadian Pacific $CP TransDigm $TDG Safran $SAF.PA General Electric $GE HEICO $HEI Other Tech🤳 Netflix $NFLX Uber $UBER Spotify $SPOT Booking(.)com $BKNG Airbnb $ABNB Software💻 Intuit $INTU Salesforce $CRM Workday $WDAY ServiceNow $NOW Shopify $SHOP"  
[X Link](https://x.com/QualityInvest5/status/1969450653597491668) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-20T17:16Z 12.7K followers, 36.5K engagements


"Mastercard's level margins as an industrial is nothing short of impressive. $TDG"  
[X Link](https://x.com/QualityInvest5/status/1970278759010873784) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-23T00:07Z 12.7K followers, 4376 engagements


"Some pretty sizeable drawdowns for the financial data stocks S&P Global $SPGI -XX% Morningstar $MORN -XX% Factset $FDS -XX% Gartner $IT -XX% Any interest"  
[X Link](https://x.com/QualityInvest5/status/1970501404990001277) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-23T14:51Z 12.7K followers, 24.7K engagements


"I CANT BELIEVE MY EYES 😆 $ASML $1000"  
[X Link](https://x.com/QualityInvest5/status/1973396731443175751) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-01T14:36Z 12.7K followers, 8464 engagements


"$PDD has a $190B market cap about 1/3rd of that is JUST their cash balance Unreal"  
[X Link](https://x.com/QualityInvest5/status/1973738932883091743) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T13:16Z 12.7K followers, 5874 engagements


"2021 was a different time 💀 $IBKR"  
[X Link](https://x.com/QualityInvest5/status/1974124034708430888) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T14:47Z 12.7K followers, 3339 engagements


"Dark horse candidate for acquisition by either $UBER or $DASH in the next XX years: HelloFresh the worlds largest meal-kit delivery company. With brands like Green Chef Factor and EveryPlate $HFG commands roughly XX% market share in its category. The stock is down XX% from all-time highs as sales have recently started to decline. the markets pessimism is understandable. But at todays valuation its hard to ignore: - Trading at just 0.19x TTM sales - Generated 7B in revenue and 4.5B in gross profit over the past year - Market cap: only 1.1B 🤯 Thats wild for a business of this scale. Theres"  
[X Link](https://x.com/QualityInvest5/status/1974668757608886547) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T02:51Z 12.7K followers, 21.3K engagements


"Just found one of the only ways to get exposure to Andurils success 👀 Kraken Robotics supplies them with critical underwater batteries and sensors (which are proprietary to Kraken) $KRKNF $PNG.V"  
[X Link](https://x.com/QualityInvest5/status/1974866355435483298) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-05T15:56Z 12.7K followers, 35.3K engagements


"I love Spotify as much as anyone But lets be honest here most of the gains these past X years come from multiple expansion not real growth This will not continue. $SPOT"  
[X Link](https://x.com/QualityInvest5/status/1975202574057021813) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-06T14:12Z 12.7K followers, 5403 engagements


"Origination Securitization $FICO Securitization market share is XX% and thats where they derive their moat from No credit score at any price vantage or other can damage securitization"  
[X Link](https://x.com/QualityInvest5/status/1975964553231073287) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T16:40Z 12.7K followers, 3002 engagements


"I'm starting to get the hype now 8x forward FCF for 20%+ top-line growth $FOUR"  
[X Link](https://x.com/QualityInvest5/status/1976010184452653165) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-08T19:41Z 12.7K followers, 67.6K engagements


"@comolokkkocu They're just foregoing the credit bureaus and selling directly to lenders. some new revenue capture but majorirty of the business is orange arrow in securitization"  
[X Link](https://x.com/QualityInvest5/status/1976397486580433067) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T21:20Z 12.7K followers, XX engagements


"WTF CASE AND POINT A FEW SENTENCES LATER THEY BOUGHT $ADBE THEN TRIMMED IT WITHIN THE SAME QUARTER ARE WE BEING SERIOUS HERE"  
[X Link](https://x.com/QualityInvest5/status/1977035213248376988) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-11T15:35Z 12.7K followers, 9759 engagements


"Decade high dividend yield for Target 👀 $TGT"  
[X Link](https://x.com/QualityInvest5/status/1977441174849032195) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-12T18:28Z 12.7K followers, 4911 engagements


"After researching it more Ive come to the realization that $PYPL ads will grow to $20B by next year This has made me re-think my XX% position in $AMZN and XX% $GOOGL I think I will sell at the open and buy $PYPL the new CLEAR ad winner instead Also the buybacks 🤯"  
[X Link](https://x.com/QualityInvest5/status/1977832531878977630) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-13T20:23Z 12.7K followers, 29.9K engagements


"$SPGI is probably one of the easiest longs in the market right now: - One of the widest moats on the planet - Double-digit revenue growth - Trading at just 24x FCF Probably the easiest outperformance you can buy right now NFS 🤷♂"  
[X Link](https://x.com/QualityInvest5/status/1978122627844551124) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T15:36Z 12.7K followers, 26.5K engagements


"Pets(.)com of 2000 bubble is that you $OKLO"  
[X Link](https://x.com/QualityInvest5/status/1978156899481604251) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T17:52Z 12.7K followers, 5678 engagements


"$ADBE trades at under 15x forward earnings while growing EPS 1417% a year. And theres STILL zero sign of disruption. Have a great day 👋"  
[X Link](https://x.com/QualityInvest5/status/1978216268806205887) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T21:48Z 12.7K followers, 29.9K engagements


"Salesforce has to be the ONLY company where a partnership with Open AI sends the stock down The SellsForce prophecy strikes again 😭 $CRM -XXX% today"  
[X Link](https://x.com/QualityInvest5/status/1978218511144042979) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T21:57Z 12.7K followers, 18.5K engagements


"Adobe's revenues have doubled while the stock is flat. I'm sure it's nothing $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1978228426826817791) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-14T22:36Z 12.7K followers, 21.4K engagements


"Portfolio Update Oct XX 2025 Alright this should be fun. So first of all as I've discussed for a few months now I finally cut $HIMS which was always a spec position and I never intended to hold onto it long term. I think I bought it halfway through May so roughly X months of ownership Next you'll see that $FI is missing Now this one I also intend to sell eventually but I actually haven't sold it yet (technically even tho it's missing). I instead converted my shares to ITM LEAP options which is similar to what Bill Ackman did with his $NKE position except those were likely at a much lower"  
[X Link](https://x.com/QualityInvest5/status/1978564351759106270) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T20:51Z 12.7K followers, 21.7K engagements


"Is Google starting to get expensive $GOOG $GOOGL"  
[X Link](https://x.com/QualityInvest5/status/1978822836388024709) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T13:58Z 12.7K followers, 17.1K engagements


"AI disrupting $CSU.TO might singlehandedly be the stupidest narrative Ive ever heard in all my time investing"  
[X Link](https://x.com/QualityInvest5/status/1978945479569211414) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T22:05Z 12.7K followers, 15.3K engagements


"Oh boy thats ugly maybe i gotta redirect my $PYPL criticism elsewhere 😬 $XYZ"  
[X Link](https://x.com/QualityInvest5/status/1979028994314944580) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T03:37Z 12.7K followers, 10.6K engagements


"$ADBE is a dead company that happens to be doing $23B of revenue per year growing XX% YoY Dare I say it this is $GOOGL 2.0"  
[X Link](https://x.com/QualityInvest5/status/1979254666664751387) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T18:34Z 12.7K followers, 144K engagements


"@SachinSolo $CRM $ACN comes to mind"  
[X Link](https://x.com/QualityInvest5/status/1979271625905443005) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T19:41Z 12.7K followers, XXX engagements


"$HIMS is so unbelievably volatile. I sold it for $XXXX Already down XX% in X days LOL"  
[X Link](https://x.com/QualityInvest5/status/1979274865644388706) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T19:54Z 12.7K followers, 6919 engagements


"I am so looking forward to a 20-30% correction just to get a reality check for most retail investors Pre-revenue companies turning into 10-baggers doesn't happen in normal market conditions 😂 $OKLO"  
[X Link](https://x.com/QualityInvest5/status/1979298411607134303) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:28Z 12.7K followers, 3479 engagements


"@StockStormX $MSFT scenario was different it was super overvalued in early 2000s then became SUPER undervalued. Cloud tailwind in early 2010s gave a new growth engine to the business too. Market also overly punished them for missing search the browser and then the mobile transition"  
[X Link](https://x.com/QualityInvest5/status/1979298778030182864) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:29Z 12.7K followers, 5676 engagements


"Yeah man the business is powerful but people seem to forget that because the share price is down Classic price dictates sentiment on a very high-quality name with solid fundamentals. People just scared 🤷♂ $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1979300704268296645) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T21:37Z 12.7K followers, 5241 engagements


"$AXP moat is STILL getting wider nearly XXX years after founding and XX years after they released their credit cards to the world This has to be Buffetts greatest investment"  
[X Link](https://x.com/QualityInvest5/status/1979382748575076389) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T03:03Z 12.7K followers, 6090 engagements


"@FedupCitiz9n explain how theyre eating their lunch"  
[X Link](https://x.com/QualityInvest5/status/1979495661306560966) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:31Z 12.7K followers, 1573 engagements


"@Figueira_API google XXX in terms of ai is gonna kill this great company and yet it hasnt showed up in the numbers way not photoshop = search lol and correction adobe is making most of its money (60%) from creative cloud products. they dont give splits on what % to each app"  
[X Link](https://x.com/QualityInvest5/status/1979496684611674515) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:36Z 12.7K followers, 1248 engagements


"@stass13 dont need to a d $docu has been a charity"  
[X Link](https://x.com/QualityInvest5/status/1979497589213901186) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:39Z 12.7K followers, XXX engagements


"I actually couldnt get more bullish on $UBER The optionality is out this WORLD 👇"  
[X Link](https://x.com/QualityInvest5/status/1979529786968944854) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T12:47Z 12.7K followers, 7869 engagements


"Lululemon in its biggest drawdown in XX years trading at 12x earnings Never invest in retail though right 😅 $LULU"  
[X Link](https://x.com/QualityInvest5/status/1979563598620889097) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T15:01Z 12.7K followers, 2795 engagements


"please show me an example of a person in the real world who (ideally a professional who uses the software in their day to day say a graphic designer) who has cancelled adobe and fully relies on AI to generate their work for professional clients who pay them thousands HINT: u cant fine one"  
[X Link](https://x.com/QualityInvest5/status/1979565176987746523) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T15:08Z 12.7K followers, XXX engagements


"This is completely insane hahaha But also $LVMH spends excessively on sales and marketing. In theory they could have XX% net margins but of course they wanna maintain the brand allure"  
[X Link](https://x.com/QualityInvest5/status/1979565540382236808) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T15:09Z 12.7K followers, 3051 engagements


"they also went for less growth more profitiability post 2021 adobe isnt the only software giant to do so look at crm as well for example or matter of fact look at any software business post 2021/22 they all slowed down in rev growth $PAYC $TEAM $NOW $MNDY are a few more that come to mind"  
[X Link](https://x.com/QualityInvest5/status/1979581193764090055) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T16:11Z 12.7K followers, XXX engagements


"@weary_centurion no i dont doubt it's true i just dont see how that makes any different as to the stock being a good buy or not if it were 95M or 950M no difference LOL it's share count"  
[X Link](https://x.com/QualityInvest5/status/1979642061617053875) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T20:13Z 12.7K followers, XXX engagements


"okay. but the absolute number of shares here is irrelevent how does that have any importance to the company. If the share count was very low with a high absolute stock price and a small market cap then perhaps that can create challenges with the bid/ask always being far apart and stock is less liquid etc etc with the buy backs they might not always get the best "deal" in that second of trading This is not the case with Paypal this company is massive not some microcap. I'm not sure what either of u are on about"  
[X Link](https://x.com/QualityInvest5/status/1979651034185179210) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T20:49Z 12.7K followers, XX engagements


"$PYPL should take every dollar they gave to Will Ferrel DOUBLE IT and give it to Zach King Perhaps then they can start to reverse course on their frequency declines slowing of accounts growth slowing TPV etc"  
[X Link](https://x.com/QualityInvest5/status/1979652101069533499) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T20:53Z 12.7K followers, 4777 engagements


"@HolySmokas if the car was double the price and wasnt an entry level ferrari nobody would hate on it the car is better looking than many more expensive models"  
[X Link](https://x.com/QualityInvest5/status/1979769086122099133) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T04:38Z 12.7K followers, 1209 engagements


"How is this still a thing $COST"  
[X Link](https://x.com/QualityInvest5/status/1979958600601899012) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T17:11Z 12.7K followers, 3898 engagements


"@PRGllz just buy amzn for same business model + aws + ads but wayyy cheaper"  
[X Link](https://x.com/QualityInvest5/status/1979964757844099403) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T17:35Z 12.7K followers, XXX engagements


"Booking(.)com starting to look interesting at $5000 - 21x P/E - 15%+ EPS Growth - Massive moat from scale network effects brand and cost advantages $BKNG"  
[X Link](https://x.com/QualityInvest5/status/1979986022222926059) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T19:00Z 12.7K followers, 16.1K engagements


"Max 5th title incoming"  
[X Link](https://x.com/QualityInvest5/status/1980010932559347762) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T20:39Z 12.7K followers, 5219 engagements


"@DividendDynasty XXX point deficit at its peak"  
[X Link](https://x.com/QualityInvest5/status/1980013428216352779) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T20:49Z 12.7K followers, XXX engagements


"@samsolid57 ive listened to several that is why i dislike him. He talks in riddles"  
[X Link](https://x.com/QualityInvest5/status/1980036807929577747) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T22:22Z 12.7K followers, XXX engagements


"I actually really like $TCOM as well nearly XX% of the Chinese population DOESN'T EVEN HAVE A PASSPORT Imagine the secular growth available as the Chinese middle class grows and begins to want to travel (domestically and internationally) They have excellent long-term positioning. I suspect the mid-teens revenue growth can be sustained for a VERY long time as well"  
[X Link](https://x.com/QualityInvest5/status/1980126298082025851) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T04:17Z 12.7K followers, 5645 engagements


"@mycreditjourney @fiscal_ai ubers ttm gaap pe isnt real earnings closer to XX if you adjust our tax deferral"  
[X Link](https://x.com/QualityInvest5/status/1980189352182604229) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T08:28Z 12.7K followers, XXX engagements


"$MELI is trading at the same price it was back in January 2021 MEANWHILE: Revenues are up a whopping 6x since No thats not a typo. And yes this might be one of the most obvious opportunities in the market right now"  
[X Link](https://x.com/QualityInvest5/status/1980242606291591318) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T12:00Z 12.7K followers, 28.4K engagements


"These type of tweets are only made when the stock is down Same happened to $UBER at $XX and $GOOGL at $XXX All par for the course $ADBE"  
[X Link](https://x.com/QualityInvest5/status/1980308530055004243) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T16:22Z 12.7K followers, 6238 engagements


"@Aagam4474 The key difference between $pypl vs the others is paypals fundamentals are eating shit while it was business as usual for the other 3"  
[X Link](https://x.com/QualityInvest5/status/1980317450886595032) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T16:57Z 12.7K followers, XXX engagements


"@Fred_Abyss @Aagam4474 choose the metric its probably better for $adbe oh actually buyback yield is in $pypl favour 😂"  
[X Link](https://x.com/QualityInvest5/status/1980351366670479520) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T19:12Z 12.7K followers, XXX engagements


"Here's a short clip from the video I just uploaded covering my thoughts on $ADBE. which I think is FAR from disruption. Adobe is: - Still the undisputed industry standard - Benefitting from high switching costs in s - The best value creative bundle in the market"  
[X Link](https://x.com/QualityInvest5/status/1967717508305273052) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-15T22:29Z 12.7K followers, 6711 engagements


"Spin-offs can unlock A LOT of value in the underlying businesses. But you have to choose wisely $GE +275% $GEV +376% (since March XX 2024) $GEHC +28%"  
[X Link](https://x.com/QualityInvest5/status/1968677866817663384) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-18T14:05Z 12.7K followers, 9367 engagements


"Double the growth for a slightly higher PE Granted not a direct comparison because one's a PSP and the other a card network But both are benefitting from the same secular growth trends in the same industry $ADYEN $MA"  
[X Link](https://x.com/QualityInvest5/status/1969947286869626881) [@QualityInvest5](/creator/x/QualityInvest5) 2025-09-22T02:10Z 12.7K followers, 3613 engagements


"Some high-quality stocks I think are currently undervalued: SEVERLY UNDERVALUED Salesforce $CRM at $XXX Adobe $ADBE at $XXX Constellation Software $CSU.TO at $3800 Fiserv $FI at $XXX TransMedics $TMDX at $XXX UNDERVALUED Transdigm $TDG at $1300 S&P Global $SPGI at $XXX MSCI $MSCI at $XXX Adyen $ADYEN at $1440"  
[X Link](https://x.com/QualityInvest5/status/1973764918693281842) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-02T15:00Z 12.7K followers, 39.3K engagements


"$RELY's customer count has grown at XX% per year. FOR X YEARS STRAIGHT. Absolutely disgusting"  
[X Link](https://x.com/QualityInvest5/status/1974174649887174709) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-03T18:08Z 12.7K followers, 4212 engagements


"Intercontinental Exchange $ICE which owns the NYSE is one of the most overlooked names in the 'wide moat quality' camp - 22x fwd PE - XXX% gross margins XX% operating margins - Will likely deliver a comfortable low teens EPS CAGR moving forward I think the stock can do well from here"  
[X Link](https://x.com/QualityInvest5/status/1976076359035187577) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T00:04Z 12.7K followers, 16.6K engagements


"Say what you want about Robinhood's ridiculous valuation. I've NEVER seen such rapid margin improvement in any business. ever $HOOD"  
[X Link](https://x.com/QualityInvest5/status/1976328103250342011) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-09T16:45Z 12.7K followers, 51K engagements


"Salesforce VP tryna sell me Agentforce 🤣 $CRM"  
[X Link](https://x.com/QualityInvest5/status/1976693152720560153) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-10T16:55Z 12.7K followers, 5370 engagements


"On the surface Reddits 15x EV/Sales multiple looks pricey. but this company is just beginning to monetize and the potential here is MASSIVE 👇 - XX% YoY revenue growth - 1.2B MAUs with only $XX ARPU tons of runway - 138K niche communities = hyper-targeted ads - Self-moderation (can be a long-term cost advantage) - XX% gross margins (higher than $META) - Now profitable with X quarters of positive earnings With a relatively low market cap and massive untapped monetization potential $RDDT could be a long-term winner especially when considering JUST how fast they're growing"  
[X Link](https://x.com/QualityInvest5/status/1978521498160923007) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T18:00Z 12.7K followers, 2683 engagements


"Its like theyre speed-running the Guinness World Record for Most Acronyms Per Square Inch Show this to a non-investor and theyll think it's some next-level engineering lingo nope just software bro 😂 $CRM"  
[X Link](https://x.com/QualityInvest5/status/1978609354451407247) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-15T23:50Z 12.7K followers, 5297 engagements


"$ASML goes up more on $TSM s earnings than its own earnings Lol"  
[X Link](https://x.com/QualityInvest5/status/1978817893119701502) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T13:38Z 12.7K followers, 5862 engagements


"I have a hunch my psychological long at $XXX is going to shape up nicely 😉 $CRM"  
[X Link](https://x.com/QualityInvest5/status/1978825031254786460) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T14:07Z 12.7K followers, 7123 engagements


"No BS no nonsense I think $FI has 2x potential over the next X years with conservative assumptions and a modest re-rating. Projections (next X years): XXX% revenue growth (below guidance of 10%) XX% FCF margins (no improvement) X% buyback yield (theyre currently at XX% allocating XXX% of FCF to buybacks lol) Now heres where it gets fun 👇 Over the past decade $FI has averaged a XXX% FCF yield (23x P/FCF) Im not saying it needs to re-rate back there. BUT even a small jump from 12.5x to 15x FCF gives you roughly a XX% CAGR over the next X years with the above assumptions (base case) 🟡 What if"  
[X Link](https://x.com/QualityInvest5/status/1978877290038604286) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T17:34Z 12.7K followers, 7370 engagements


"$shop is expensive and even overvalued but its also one of the best businesses on earth with exceptional leadership and a crazy amount of optionality hard to think of a world where the stock isnt materially higher and outperforms s&p even at these prices but youre likely to see a couple XX% drawdowns on the way there"  
[X Link](https://x.com/QualityInvest5/status/1978939287396618546) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-16T21:41Z 12.7K followers, XXX engagements


"WHAT A COMPLETE JOKE. 12.5x EV/EBIT This valuation is literally pricing in X% earnings growth for the next decade Meanwhile $ADBE is on track to deliver XX% EPS growth over the next XX months Do an ounce of research and its obvious the long-term AI risk is massively overstated"  
[X Link](https://x.com/QualityInvest5/status/1979207754909642993) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-17T15:27Z 12.7K followers, 40K engagements


"@SCMTT_LAB @grok summarize please"  
[X Link](https://x.com/QualityInvest5/status/1979496966297096418) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:37Z 12.7K followers, 1885 engagements


"@wangzhongyang you know i got these exact same comments about google when it was trading at a XX pe such a coincidence"  
[X Link](https://x.com/QualityInvest5/status/1979497379868131502) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T10:38Z 12.7K followers, XXX engagements


"Saw someone tweet Gold never really dips it always goes up. The data says otherwise. Since 2005: Six drawdowns of XX% or more An 8-year drawdown (20122020) where prices fell nearly XX% from all-time highs Honestly $SPY probably had less volatility during this stretch than $GLD 😂"  
[X Link](https://x.com/QualityInvest5/status/1979567841490751747) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T15:18Z 12.7K followers, 3358 engagements


"@KairosPraxis same for many other companies whose gift cards are sold in costco immaterial to $UBER and i wouldnt be surprised to find out that costco takes the hit here not $UBER In which case this is bullish $UBER 🤣"  
[X Link](https://x.com/QualityInvest5/status/1979649173789213011) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-18T20:41Z 12.7K followers, 3480 engagements


"Some might say $RDDT's XX% rev growth is unsustainable But theyre growing users 4050% YoY and theres still a massive monetization gap compared to $META No theyll never hit Meta-level ARPU but why wouldnt that gap get closer over time"  
[X Link](https://x.com/QualityInvest5/status/1979961853435314229) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T17:24Z 12.7K followers, 3421 engagements


"You forgot the man with the colourful suits $PLTR is the "Messi of AI""  
[X Link](https://x.com/QualityInvest5/status/1979974114132590764) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T18:13Z 12.7K followers, 3559 engagements


"SERVICENOW CEO $NOW"  
[X Link](https://x.com/QualityInvest5/status/1979978688180498625) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T18:31Z 12.7K followers, 11.2K engagements


"@DrunkDividends biggest cloud provider bro wdym"  
[X Link](https://x.com/QualityInvest5/status/1980044407836733748) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T22:52Z 12.7K followers, XXX engagements


"@DrunkDividends they got special allocation of $NVDA blackwell"  
[X Link](https://x.com/QualityInvest5/status/1980047507448353275) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-19T23:04Z 12.7K followers, XX engagements


"$SNAP the cloud storage company was not on my 2025 bingo card 😆 In all seriousness: With a new management team focused on cutting that burdensome OpEx line and a few more initiatives like this could this business finally turn profitable"  
[X Link](https://x.com/QualityInvest5/status/1980107945032708467) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T03:04Z 12.7K followers, 5069 engagements


"Only X months ago $ASML was down XX% with sentiment in the gutter Now We're closing in on a new all-time high Crazy how fast sentiment can flip👀"  
[X Link](https://x.com/QualityInvest5/status/1980311517246767556) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T16:33Z 12.7K followers, 2951 engagements


"@AustinH26415112 key difference is $PYPL is barely growing above inflation whereas $ADBE has double digit rev growth and can walk their way to 15%+ EPS growth"  
[X Link](https://x.com/QualityInvest5/status/1980328482761842909) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T17:41Z 12.7K followers, XXX engagements


"@weary_centurion look at shares outstanding decrease YoY. what is it"  
[X Link](https://x.com/QualityInvest5/status/1980336980698493054) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T18:15Z 12.7K followers, XXX engagements


"Robinhood so innovative theyve invented time travel $HOOD"  
[X Link](https://x.com/QualityInvest5/status/1980338818411872289) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T18:22Z 12.7K followers, 1983 engagements


"@stonkmetal would u have said this about Google and Uber when their stocks were down 6-12 months ago Convenient you chose all the names where the stocks are down recently. I tend to see a pattern here 🧐"  
[X Link](https://x.com/QualityInvest5/status/1980368959166927034) [@QualityInvest5](/creator/x/QualityInvest5) 2025-10-20T20:22Z 12.7K followers, XXX engagements