# ![@SamSolidBZ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1241543417093451776.png) @SamSolidBZ Samsolid

Sam Badawi's company, Nebius ($NBIS), is making significant strides in the tech industry, particularly with its AI training platform and partnerships with major companies like Uber, Microsoft, and Amazon. Recently, $NBIS has seen a surge in growth, heading towards an all-time high, with increasing attention from investors and analysts. Its CEO, Andy Jassy, is optimistic about the company's future, especially with its expansion into Latin America and growing capacity to support AI infrastructure.

### Engagements: [-------] [#](/creator/twitter::1241543417093451776/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:interactions.svg)


### Mentions: [---] [#](/creator/twitter::1241543417093451776/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:posts_active.svg)


### Followers: [-------] [#](/creator/twitter::1241543417093451776/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:followers.svg)


### CreatorRank: [------] [#](/creator/twitter::1241543417093451776/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241543417093451776/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #1017 [technology brands](/list/technology-brands)  #7902 [finance](/list/finance)  #4764 [cryptocurrencies](/list/cryptocurrencies)  #4332 [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [exchanges](/list/exchanges)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$amzn](/topic/$amzn) #79, [$nvda](/topic/$nvda) #53, [$googl](/topic/$googl) #490, [$nbis](/topic/$nbis) #132, [meta](/topic/meta) #1164, [$msft](/topic/$msft) #23, [$meta](/topic/$meta) #26, [$hood](/topic/$hood) #535, [$iren](/topic/$iren) #145, [ai](/topic/ai) #2202

**Top accounts mentioned or mentioned by**
[@amitisinvesting](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@stockmktnewz](/creator/undefined) [@krispatel99](/creator/undefined) [@krossroads](/creator/undefined) [@logicalthesis](/creator/undefined) [@svtechie](/creator/undefined) [@wolffinancial](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@stocktalkweekly](/creator/undefined) [@couchinvestor](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@daveyjuice](/creator/undefined) [@endicottinvests](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@realmattmoney](/creator/undefined) [@dillonvaldez](/creator/undefined) [@meetblossomapp](/creator/undefined) [@307fool](/creator/undefined) [@fundstrat](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Iris Energy Limited (IREN)](/topic/$iren) [Tesla, Inc. (TSLA)](/topic/$tsla) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Advanced Micro Devices (AMD)](/topic/$amd) [NuCypher (NU)](/topic/$nu) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [GitLab Inc. (GTLB)](/topic/$gtlb) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [MercadoLibre Inc (MELI)](/topic/$meli) [Apple, Inc. (AAPL)](/topic/$aapl) [Oracle Corporation (ORCL)](/topic/$orcl) [AppLovin Corporation (APP)](/topic/$app) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Bitcoin (BTC)](/topic/$btc) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Now Coin (NOW)](/topic/$now) [Ethereum (ETH)](/topic/$eth) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Micron Technology, Inc. (MU)](/topic/$mu) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Snowflake Inc. (SNOW)](/topic/$snow) [ZetaChain (ZETA)](/topic/$zeta) [SPX6900 (SPX)](/topic/$spx) [MongoDB, Inc. (MDB)](/topic/$mdb) [Intel Corporation (INTC)](/topic/$intc) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Palo Alto Networks Inc (PANW)](/topic/$panw) [RAI Finance (SOFI)](/topic/$sofi) [Cloudflare, Inc. (NET)](/topic/$net) [Novo-Nordisk (NVO)](/topic/$nvo) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Trade Desk, Inc. (TTD)](/topic/$ttd) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Oklo Inc. (OKLO)](/topic/$oklo) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Orochi Network (ON)](/topic/$on) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Datadog Inc (DDOG)](/topic/$ddog) [Confluent, Inc. (CFLT)](/topic/$cflt) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Sea Limited (SE)](/topic/$se) [UnitedHealth Group (UNH)](/topic/$unh) [Salesforce Inc (CRM)](/topic/$crm) [Alibaba Group (BABA)](/topic/$baba) [Tempus AI, Inc. (TEM)](/topic/$tem) [DLocal Limited (DLO)](/topic/$dlo) [Uber Technologies, Inc. (UBER)](/topic/$uber)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AAPL posts (1%) growth YoY and meets expectation. Basically their revenue was kept afloat by their 8% growth in services segment In [----] $AAPL posted a decline in revenue as well. The stock from earnings to trough was 13% in [--] days. AAPL is down 2% AH right now. Can we see"  
[X Link](https://x.com/SamSolidBZ/status/1687235565912293378)  2023-08-03T22:56Z [---] followers, [---] engagements


"@KrisPatel99 From a technical perspective $ENPH mightve bottomed but macro wise theres no reason for it to bottom yet"  
[X Link](https://x.com/SamSolidBZ/status/1689360478555029504)  2023-08-09T19:38Z [---] followers, [---] engagements


"@BluSuitDillon No worries. this has been priced into the stock. A lot of confidence is lost in last [--] years but one of their business Braintree is holding this up. The way I look at this is Chriss's opportunity to turn the entire company around"  
[X Link](https://x.com/SamSolidBZ/status/1691967831653700082)  2023-08-17T00:19Z [---] followers, [---] engagements


"@BluSuitDillon 2/ and take advantage of the potential of Braintree like he did with SMB sector in $INTU. This will take TIME might not be enough for the leaps people are piling into"  
[X Link](https://x.com/SamSolidBZ/status/1691967910191964286)  2023-08-17T00:19Z [---] followers, [---] engagements


"@BluSuitDillon Ill probably run out of cash halfway down then have a nervous breakdown 😂"  
[X Link](https://x.com/SamSolidBZ/status/1692394901084979474)  2023-08-18T04:36Z [---] followers, [--] engagements


"@KrisPatel99 @HoymilesGlobal $ENPH has superior customer services for technicians and installers. Also provides the best warranty and fastest turn around in the business. You make valid points. Partly why I dont exactly like buying leaps on a company that is rate sensitive #higherforlonger"  
[X Link](https://x.com/sambad57/status/1692581825145635268)  2023-08-18T16:58Z [----] followers, [---] engagements


"@BluSuitDillon I think you and I see the macro picture alike. I dont think itll be a straight line down but we would have to see some earnings crawl their way back quickly before we see previous highs. Like $NVDA"  
[X Link](https://x.com/SamSolidBZ/status/1692615991220400377)  2023-08-18T19:14Z [---] followers, [---] engagements


"@StockSavvyShay @KobeissiLetter You consider $MELI consumer Or e-commerce you consider different"  
[X Link](https://x.com/SamSolidBZ/status/1693335699142168767)  2023-08-20T18:54Z [---] followers, [----] engagements


"@KrisPatel99 @amitisinvesting You make great points but the Fed focuses on Core CPI which excludes energy"  
[X Link](https://x.com/SamSolidBZ/status/1694034716536750585)  2023-08-22T17:12Z [---] followers, [--] engagements


"@KrisPatel99 @amitisinvesting @KrisPatel99 we do see prices coming down but the fed wont be in such a rush to cut rates as many ppl think"  
[X Link](https://x.com/SamSolidBZ/status/1694034816495403395)  2023-08-22T17:12Z [---] followers, [---] engagements


"1/ Federal Reserve Summery of Economic Projection in June [--] [----]. we did not get a SEP in July meeting but we will get one on Sept [--] [----] FOMC Here is a summary trend of the [--] metrics Fed looks at in terms of economic activity"  
[X Link](https://x.com/SamSolidBZ/status/1695901800845742564)  2023-08-27T20:51Z [---] followers, [--] engagements


"@BluSuitDillon I been bearish about aug and sept since we unpinned VIX. Probably wont see turn around until post OpEx Sept [--] or quad witching in Oct"  
[X Link](https://x.com/SamSolidBZ/status/1696370350605652172)  2023-08-29T03:53Z [---] followers, [---] engagements


"Ah I see. I usually buy puts as a hedge against my long positions. I was bearish into close last Friday. However this morning I significantly reduced my hedges. It isnt time yet and we were in oversold territory for many sectors. Today didnt seem like a bounce in the overall market. It was more of a rotation into sectors concentrated in the sp500 vs qqq"  
[X Link](https://x.com/SamSolidBZ/status/1696376913395355853)  2023-08-29T04:19Z [---] followers, [--] engagements


"@BluSuitDillon Deflation here we come"  
[X Link](https://x.com/SamSolidBZ/status/1696548002792603678)  2023-08-29T15:38Z [---] followers, [--] engagements


"@KrisPatel99 deflation locked and loaded A JOLTS report the Fed will be pleased to see. U.S. job vacancies fell to [---] million in July the lowest level since March [----] (and June was revised down to [---] million) There were [----] job openings for every unemployed worker in July the lowest such ratio since Sept [----] https://t.co/Y2hkY3tnMf A JOLTS report the Fed will be pleased to see. U.S. job vacancies fell to [---] million in July the lowest level since March [----] (and June was revised down to [---] million) There were [----] job openings for every unemployed worker in July the lowest such ratio"  
[X Link](https://x.com/samsolid57/status/1696555642889118133)  2023-08-29T16:09Z [----] followers, [---] engagements


"SPX is only 1.77% from closing flat for August [----]. Can it happen Let's see what the rest of the week's data shows us. Core PCE on Thursday is probably the most important data to end the month. I don't count Unemployment and ADP on Friday because that's already in September. I am expecting a month end markup to close us flat or green for the month. But bias on the side our fate is in the hands of Pending Home Sales and GDP estimates tomorrow and Core PCE Thursday"  
[X Link](https://x.com/samsolid57/status/1696634592810410043)  2023-08-29T21:23Z [----] followers, [---] engagements


"This community has changed my investing mindset completely. Shifting from a purely macro trader to a blended portfolio helps me sleep at night and gives me confidence in my investments. @FIREDUpWealth I enjoyed the analysis on the $CRWD earnings and chart update"  
[X Link](https://x.com/SamSolidBZ/status/1697044662153007168)  2023-08-31T00:32Z [---] followers, [----] engagements


"@Micro2Macr0 $TMF Is a winner from a sentiment point of view. Unbelievable short positions on the 10-year $TSLA mmeehhhh"  
[X Link](https://x.com/SamSolidBZ/status/1697798941717536934)  2023-09-02T02:29Z [---] followers, [---] engagements


"@FunOfInvesting $BTC 18k and $SOL [--] for dip"  
[X Link](https://x.com/SamSolidBZ/status/1697800513683927215)  2023-09-02T02:36Z [---] followers, [--] engagements


"@Micro2Macr0 3-5 years yes. Short term Im not sure. Lots of headwinds in next 6-12 months. [--]. Most important rates (this affects $ENPH too). Higher for longer-er. [--]. consumer sentiment / discretionary economics data is trending downward. [--]. Price cuts eats profit margins"  
[X Link](https://x.com/SamSolidBZ/status/1697967214614446491)  2023-09-02T13:38Z [---] followers, [---] engagements


"$WING will probably not see as much downsized in a recession tho. Think about the type of customers that eat takeout at wing stop right now. Also @KrisPatel99 has discussed in length the decreasing price of Nat Gas = cheaper cost of fertilizer = cheaper chickens. Look at the correlation of $WING to $UNG (ng futures) Quite negatively correlated. Costs of $WING goes up whenever their product cost increases. What happens in recessions Deflation. Commodities get hit hard. I think $WING will capitalize all of this as consumers would be looking at cheaper take out options vs eating out."  
[X Link](https://x.com/sambad57/status/1698445165369917916)  2023-09-03T21:17Z [---] followers, [----] engagements


"@StockSavvyShay Contrary to what ppl believe I think endpoint security plays a much more important role in cybersecurity than enterprise. Thats why I sold my $ZS position and added to $CRWD before $CRWD earnings last week and on post earnings dip"  
[X Link](https://x.com/SamSolidBZ/status/1699452732095316365)  2023-09-06T16:01Z [---] followers, [---] engagements


"@DataDInvesting @StockSavvyShay Technically $ZS and $CRWD are not competitors"  
[X Link](https://x.com/SamSolidBZ/status/1699452898890088587)  2023-09-06T16:02Z [---] followers, [--] engagements


"@amitisinvesting I dunno but this is probably TJs money maker"  
[X Link](https://x.com/SamSolidBZ/status/1699462170436853795)  2023-09-06T16:38Z [---] followers, [---] engagements


"@Micro2Macr0 It def wont be. We had one higher print and yields are running for the hills"  
[X Link](https://x.com/SamSolidBZ/status/1699573577551597575)  2023-09-07T00:01Z [---] followers, [---] engagements


"@Micro2Macr0 People are NOT worried about deflation unfortunately. But thats more of a [----] problem. #FedLags"  
[X Link](https://x.com/sambad57/status/1699578187259506855)  2023-09-07T00:19Z [----] followers, [--] engagements


"@StockSavvyShay Check out $NU if youre not afraid of LATAM exposure. Much better growth than all of them"  
[X Link](https://x.com/SamSolidBZ/status/1702322322026459252)  2023-09-14T14:04Z [---] followers, [----] engagements


"Not trying to be bearish but sometimes flows in a stock matter. Not gonna be upset if I get better prices on $PLTR $PLTR - Institutional positioning supports this thesis. Fridays close printed the 14th largest trade since inception and largest since March [--] [----] at the edge of this bear flag. https://t.co/5YTsXz4gnq https://t.co/Odg3QjdHRU $PLTR - Institutional positioning supports this thesis. Fridays close printed the 14th largest trade since inception and largest since March [--] [----] at the edge of this bear flag. https://t.co/5YTsXz4gnq https://t.co/Odg3QjdHRU"  
[X Link](https://x.com/sambad57/status/1703457368275894603)  2023-09-17T17:14Z [---] followers, [---] engagements


"@BluSuitDillon I would disagree. I think we had the real estate recession in 2022"  
[X Link](https://x.com/SamSolidBZ/status/1704638467186327797)  2023-09-20T23:27Z [---] followers, [--] engagements


"@Micro2Macr0 Yep. Im actually starting to see fruition on your AMZN short via puts. Market is relentless on high debt and low cash companies and according to metrics AMZN is in that bucket. Fundamentals dont support that but algos dont work that way"  
[X Link](https://x.com/SamSolidBZ/status/1706434560890966448)  2023-09-25T22:24Z [---] followers, [--] engagements


"The $DIS drawdown gets real and kind of makes you rethink you conviction. But doing more DD and reading notes reminds me why I am in this position in the first place. We still have a handful of cost cutting initiatives in the works. @KrisPatel99"  
[X Link](https://x.com/SamSolidBZ/status/1707176426603250008)  2023-09-27T23:32Z [---] followers, [---] engagements


"Crude Oil: $CL Seeing a local top forming here. Short Term: Bearish Mid Term: Bullish Long Term: Bearish RSI overbought Top of BB Near psychological top at [---] If we we a pullback in Crude we can then see a pull back in Gasoline #CPI #CoreCPI #Inflation"  
[X Link](https://x.com/sambad57/status/1707513434739449879)  2023-09-28T21:51Z [----] followers, [---] engagements


"The large contributors to inflation in last [--] months CPI and Core CPI were transportation and housing. Seasonality shows that housing slows down in winter. It's possible we can get that relief and disinflation (not deflation) for a santa clause year end rally"  
[X Link](https://x.com/SamSolidBZ/status/1707513436111097987)  2023-09-28T21:51Z [---] followers, [--] engagements


"@StockSavvyShay $NU is a great company with insane growth and opportunity in LATAM and Mexico @Futurenvesting"  
[X Link](https://x.com/SamSolidBZ/status/1707525117994213377)  2023-09-28T22:38Z [---] followers, [---] engagements


"@HolySmokas amazing YouTube video calls for Adam Sandler Billy Madison gif Nothing wrong with risking 2% of your port for a 2-3x bagger"  
[X Link](https://x.com/SamSolidBZ/status/1709051390746923353)  2023-10-03T03:42Z [---] followers, [--] engagements


"Yield Curve at [---] bps. Recession incoming. or we are already in one"  
[X Link](https://x.com/SamSolidBZ/status/1709260009975197742)  2023-10-03T17:31Z [---] followers, [--] engagements


"@307Fool Amen Matt. but for me not buying too hard. Slow and in tranches #FiredUpWealth What are you eyeing"  
[X Link](https://x.com/SamSolidBZ/status/1709262409305829450)  2023-10-03T17:41Z [---] followers, [--] engagements


"@Micro2Macr0 @mycooltrades I envy thee"  
[X Link](https://x.com/SamSolidBZ/status/1709331741922697676)  2023-10-03T22:16Z [---] followers, [--] engagements


"@amitisinvesting Super green by 3PM tomorrow. Not financial advice. Buy spreads. Not financial advice"  
[X Link](https://x.com/SamSolidBZ/status/1709392573645910149)  2023-10-04T02:18Z [---] followers, [---] engagements


"@KrisPatel99 Make those $GOOGL calls print and she be doin more than lookin at you"  
[X Link](https://x.com/SamSolidBZ/status/1709585242477224196)  2023-10-04T15:04Z [---] followers, [---] engagements


"@its_garcia_ @RealMattMoney Probably expecting $SPY to outperform $O with divvies. But i think I remember @RealMattMoney saying he wants to sell premium on $SPY"  
[X Link](https://x.com/SamSolidBZ/status/1710030299030319362)  2023-10-05T20:32Z [---] followers, [--] engagements


"@StockSavvyShay Finally bought my first share of $MELI today lets go"  
[X Link](https://x.com/SamSolidBZ/status/1710036757851652521)  2023-10-05T20:58Z [---] followers, [---] engagements


"@StockSavvyShay quick question for you sir. 1) can you see a world where $AMD quickly gains more market share in AI as a Service Datacenters in [----] A rapid increase in revenues would warrant a much higher valuation in $AMD with only $173B market cap"  
[X Link](https://x.com/SamSolidBZ/status/1710684621464314188)  2023-10-07T15:52Z [---] followers, [---] engagements


"2) are you going to add $AMD to your portfolio"  
[X Link](https://x.com/SamSolidBZ/status/1710684622982680719)  2023-10-07T15:52Z [---] followers, [--] engagements


"@VRVitaly Im not gonna tag you in the obvious $U news so Ill just send you this gif"  
[X Link](https://x.com/samsolid57/status/1711500324295598481)  2023-10-09T21:54Z [----] followers, [---] engagements


"@JakeMRuth @PronkDaniel @Nasdaq @stock_unlock Def a once in a lifetime opportunity. Just sign off now. Life accomplished"  
[X Link](https://x.com/SamSolidBZ/status/1712000235705081966)  2023-10-11T07:00Z [---] followers, [--] engagements


"@JakeMRuth Operating Cash Flow TTM YoY growth Revenue TTM YoY growth My BTD on a stock Im bullish on is if their net profit drops on a QoQ basis due to CapEx for temporary things"  
[X Link](https://x.com/SamSolidBZ/status/1712298878815654391)  2023-10-12T02:47Z [---] followers, [--] engagements


"@BluSuitDillon @YouTube I agree. I also think were in a recession as well. We just havent declared it and when we do itll likely be exiting. I like how you mentioned $TXRH I been DCAing into it. Not sure about Biotech. That sector has been selling since mid 2021"  
[X Link](https://x.com/SamSolidBZ/status/1712608703327969324)  2023-10-12T23:18Z [---] followers, [---] engagements


"@StockSavvyShay Ive noticed the price of $CELH drinks have dramatically dropped in last year. Are they pulling a $TSLA by focus on volume / market share"  
[X Link](https://x.com/SamSolidBZ/status/1713218670674235740)  2023-10-14T15:42Z [---] followers, [----] engagements


"@optionscjp See where it stands on Wednesday. Prolly gonna run up before earnings. Bc of a such a volatile event close it is risk reward is more than 2:1 Wont be worth it at that point"  
[X Link](https://x.com/SamSolidBZ/status/1714096838146715926)  2023-10-17T01:51Z [---] followers, [--] engagements


"@TslaGroupie Were you able to close it this morning"  
[X Link](https://x.com/SamSolidBZ/status/1714319755010863314)  2023-10-17T16:37Z [---] followers, [--] engagements


"@Trader_Wong Not with decreasing profit margins and interest rates this high. Maybe [--] trilly again"  
[X Link](https://x.com/sambad57/status/1714326634764046800)  2023-10-17T17:04Z [----] followers, [--] engagements


"@BluSuitDillon Unfortunately it has been a bear steepener which isnt really good for any scenario. Once we see a massive bull steepener (buying short duration bonds vs selling long duration) something broke"  
[X Link](https://x.com/SamSolidBZ/status/1714502753903690047)  2023-10-18T04:44Z [---] followers, [--] engagements


"@its_garcia_ End of the recession my portfolio is gonna be [--] stocks lol"  
[X Link](https://x.com/SamSolidBZ/status/1714806321911079251)  2023-10-19T00:51Z [---] followers, [--] engagements


"@TslaGroupie Im actually going to start wheeling $BITO to create a synthetic dividend. Sitting on my hands with my $TSLL. At some point I want to convert these small number of shares to $TSLA shares"  
[X Link](https://x.com/SamSolidBZ/status/1715423179286691917)  2023-10-20T17:42Z [---] followers, [--] engagements


"@307Fool For his $SOFI leaps to go itm"  
[X Link](https://x.com/SamSolidBZ/status/1715491689748718071)  2023-10-20T22:14Z [---] followers, [--] engagements


"When a top tier REIT CEO makes a prediction that this winter youre gonna see the best deals come alive thats when you know theres pain in the next few months. $SLG that being said its time to get cracking and have a solid plan. Lemme know if Im interpreting this wrong"  
[X Link](https://x.com/sambad57/status/1715594236262006784)  2023-10-21T05:01Z [---] followers, [---] engagements


"@KrisPatel99 @RealMattMoney $DLTR vs $DG Also $TXRH and services industry"  
[X Link](https://x.com/SamSolidBZ/status/1715786432865005677)  2023-10-21T17:45Z [---] followers, [---] engagements


"@banieimamsatria @StockSavvyShay I agree. $DDOG analytics and SEIM. $CFLT cloud but more on a data streaming level. Competed with AWS Kenesis Firehose"  
[X Link](https://x.com/SamSolidBZ/status/1715861606880653686)  2023-10-21T22:44Z [---] followers, [--] engagements


"@RealMattMoney Two words. Bill Ackman"  
[X Link](https://x.com/SamSolidBZ/status/1716648186151100577)  2023-10-24T02:49Z [---] followers, [--] engagements


"@RealMattMoney Way I see it increased as revenue increased revenue increased FCF increased eps market sees a slow down in Cloud from $395M to $269M QoQ. Incremental loss of about $130M in revenue over a $76693M quarter very interesting lol. I will def add to GOOGL tomorrow"  
[X Link](https://x.com/SamSolidBZ/status/1716944736580407507)  2023-10-24T22:28Z [---] followers, [--] engagements


"@ronjonbSaaS Hold up $CRWD is not on sale. Below [---] other month was def on sale. Below [---] [----] but up here Meh. My biggest position but def would not add to it here. Ill tell you who-what $CFLT Yes please"  
[X Link](https://x.com/SamSolidBZ/status/1717231631554302296)  2023-10-25T17:28Z [---] followers, [---] engagements


"@StockMarketNerd Very strong earnings. terrible macro tho. Otherwise man this would be up way more"  
[X Link](https://x.com/SamSolidBZ/status/1717279990226845730)  2023-10-25T20:40Z [---] followers, [---] engagements


"@StockSavvyShay @KobeissiLetter You spoke too soon man 😅 $META CFO started talking about Q4 Ad Revenue volatility and stock started plummeting. These ppl are just looking for a reason to sell at this point. Pristine balance sheet and earnings but one thing wrong"  
[X Link](https://x.com/SamSolidBZ/status/1717300109179027484)  2023-10-25T22:00Z [---] followers, [---] engagements


"$META had some crazy numbers YoY on their earnings. This is crazy market is crazy ruthless. If we get down to [---] I might start DCAing. Yes I know it was [--] last year but different person back then and here I am now. Present moment this market can stay irrational longer than you can remain solvent. DCA slowly"  
[X Link](https://x.com/SamSolidBZ/status/1717407762542625172)  2023-10-26T05:08Z [---] followers, [---] engagements


"How I feel about my [--] $ENPH shares"  
[X Link](https://x.com/SamSolidBZ/status/1717733671493570837)  2023-10-27T02:43Z [---] followers, [----] engagements


"@Kross_Roads Yeah. next time we need to think twice about wearing muddy shoes at eddys house a.k.a buying downtrends in rate sensitive / decreasing margin stocks. ::buys more TSLA::"  
[X Link](https://x.com/SamSolidBZ/status/1717734730383397266)  2023-10-27T02:47Z [---] followers, [---] engagements


"@Christo43928619 Nice I grabbed some $RKLB / rocketlabs ;) $PLTR Ill be honest Im not too bullish and sitting in CC for 11/17"  
[X Link](https://x.com/SamSolidBZ/status/1717735716896260195)  2023-10-27T02:51Z [---] followers, [---] engagements


"@RealMattMoney @Micro2Macr0 @Christo43928619 @Futurenvesting @Micro2Macr0 exclusive Cashflow Chronnies interview"  
[X Link](https://x.com/SamSolidBZ/status/1717739778089930975)  2023-10-27T03:07Z [---] followers, [---] engagements


"$AMZN something something AMZN losing all of its post earning pop market is RUTHLESS. But then"  
[X Link](https://x.com/SamSolidBZ/status/1717770044996989405)  2023-10-27T05:07Z [---] followers, [--] engagements


"@TslaGroupie Wow $SNOW CSP Ballllleerrr hair stylist"  
[X Link](https://x.com/SamSolidBZ/status/1718025680359981069)  2023-10-27T22:03Z [---] followers, [--] engagements


"@Micro2Macr0 @DBoHi_C Hike or not it doesnt matter. Interest rates above 5% is the foot on the neck. 5% 10Y is doing more damage then people can grapple for an economy that has been sub 5% for over [--] decades. People say that these are actually normal rates. Thats true. But the adjustments are pain"  
[X Link](https://x.com/SamSolidBZ/status/1718094346518765999)  2023-10-28T02:36Z [---] followers, [--] engagements


"@HansJAlbrecht Ive gotten more aggressive selling calls vs puts. Its paid off more"  
[X Link](https://x.com/SamSolidBZ/status/1718100443136745763)  2023-10-28T03:00Z [---] followers, [--] engagements


"@options_selling Actually this aint that bad. Mike Santerelli calling for 12-15% 10Y. Thats dumb shit"  
[X Link](https://x.com/SamSolidBZ/status/1718454011958038600)  2023-10-29T02:25Z [---] followers, [--] engagements


"@optionscjp Im bullish earnings. But not bullish on price action. Its not a risk on environment and macro always matters more in terms of the stock market"  
[X Link](https://x.com/SamSolidBZ/status/1718773229421216229)  2023-10-29T23:34Z [---] followers, [---] engagements


"@vsa2 Always let it get called away unless you think itll drop 10%. if thats the case roll into deep ITM CC. I aggressively did that with $PLTR and its a good problem to have. Not working lol"  
[X Link](https://x.com/SamSolidBZ/status/1719195273250160959)  2023-10-31T03:31Z [---] followers, [---] engagements


"@BluSuitDillon @tradernatehere Is what it is. sucks but is what it is"  
[X Link](https://x.com/SamSolidBZ/status/1719571862328598993)  2023-11-01T04:27Z [---] followers, [--] engagements


"@KrisPatel99 @XFINANCE411 @Codestrap $PLTR FJ members to @KrisPatel99"  
[X Link](https://x.com/SamSolidBZ/status/1720246082477924496)  2023-11-03T01:06Z [---] followers, [--] engagements


"@XEdJones I added more to $SNOW and $DDOG this morning. At this point valuations were cheaper so I cant ignore. Nice one Ed youre the man"  
[X Link](https://x.com/SamSolidBZ/status/1720506948553208016)  2023-11-03T18:23Z [---] followers, [---] engagements


"@TslaGroupie Hello FYI $SNOW $DDOG reports tomorrow morning and can move $SNOW"  
[X Link](https://x.com/SamSolidBZ/status/1721715109561819420)  2023-11-07T02:24Z [---] followers, [---] engagements


"@307Fool Thats the stock market for you $GOOGL earnings vs price action after"  
[X Link](https://x.com/SamSolidBZ/status/1721941503394865154)  2023-11-07T17:23Z [---] followers, [--] engagements


"@BluSuitDillon Im taking this opportunity to sell my $BROS position and put it in $TTD. I feel more confident putting my money from a spec to a company thats already profitable"  
[X Link](https://x.com/SamSolidBZ/status/1722741563707756790)  2023-11-09T22:22Z [---] followers, [---] engagements


"@BluSuitDillon @XEdJones @StockSavvyShay $HCP $CFLT $INDI $RKLB"  
[X Link](https://x.com/SamSolidBZ/status/1723086059977023652)  2023-11-10T21:11Z [---] followers, [---] engagements


"$DVN Courtesy of Bart at Wealth Snowball. Time to test things out with $4242 of collateral Ex-Dividend Date 11/14/23 @ $0.20 per share [---] * $0.20 = $20 = 5.93% annualized STO DVN 12/8 44p @ [----] = 52% annualized $USO D -4.72% W -5.92% M -13.31% #Dividends"  
[X Link](https://x.com/SamSolidBZ/status/1725210522256359791)  2023-11-16T17:53Z [---] followers, [---] engagements


"@ondrejslunecko Have you seen the Japanese Nikkei [----] brotha"  
[X Link](https://x.com/SamSolidBZ/status/1725290205572444600)  2023-11-16T23:10Z [---] followers, [--] engagements


"@amitisinvesting Bob Iger @KrisPatel99"  
[X Link](https://x.com/SamSolidBZ/status/1725637434262917256)  2023-11-17T22:09Z [---] followers, [--] engagements


"@ronjonbSaaS Holding strong with $CRWD for months now. Never sold a share. I hope to say the same in a year"  
[X Link](https://x.com/SamSolidBZ/status/1725685971138793956)  2023-11-18T01:22Z [---] followers, [--] engagements


"@307Fool Any examples of companies you ended up selling and regretting"  
[X Link](https://x.com/SamSolidBZ/status/1731873847430029460)  2023-12-05T03:11Z [---] followers, [--] engagements


"@BluSuitDillon"  
[X Link](https://x.com/SamSolidBZ/status/1749854953408221487)  2024-01-23T18:01Z [---] followers, [--] engagements


"@FIREDUpWealth It was time to get a new car for myself. Maintenance on an ICE vehicle as well as fuel costs after [--] years of life for a used [----] Lexus RX350 outweighs that of a brand new Tesla Model Y. I still do have my [----] Altima we use for commuting. She's a purty one"  
[X Link](https://x.com/SamSolidBZ/status/1750264668986466814)  2024-01-24T21:09Z [---] followers, [--] engagements


"@BluSuitDillon Everyone sad about lower prices on TSLA. Im excited because I didnt want to buy in the mid 200s"  
[X Link](https://x.com/SamSolidBZ/status/1750920439491330436)  2024-01-26T16:35Z [---] followers, [--] engagements


"@TslaGroupie [--] words. either all in or keep pouring"  
[X Link](https://x.com/SamSolidBZ/status/1754002506735378866)  2024-02-04T04:42Z [---] followers, [--] engagements


"@ronjonbSaaS Cant say its not a bad idea. I believe $DDOG is in a position to be disrupted moat is quite narrow as many companies are trying to get into the observability sector. $TSLA killers dying by the day lol"  
[X Link](https://x.com/SamSolidBZ/status/1754563534237970569)  2024-02-05T17:51Z [---] followers, [----] engagements


"@BluSuitDillon You like it right Kinda surprised how this company continues to surprise Wall Street with its growth. It really is a retail stock finding but has a super premium valuation"  
[X Link](https://x.com/SamSolidBZ/status/1754681259996151947)  2024-02-06T01:39Z [---] followers, [---] engagements


"@BluSuitDillon Me too. Also one of my biggest winners along with $S Biggest nominal winner tho is $CRWD hands down"  
[X Link](https://x.com/SamSolidBZ/status/1755039590342394079)  2024-02-07T01:23Z [---] followers, [---] engagements


"@HolySmokas No. Los Angeles is the one place where as a millionaire I still feel like Im poor because everyone else drives a rolls Royce or a Lamborghini SUV"  
[X Link](https://x.com/SamSolidBZ/status/1756813189965353439)  2024-02-11T22:51Z [---] followers, [---] engagements


"@XEdJones @BluSuitDillon $TSLA for sure. $DLO is becoming interesting to me with the LATAM exposure. I am already in $NU and def missed $MELI for now"  
[X Link](https://x.com/SamSolidBZ/status/1757436770478940386)  2024-02-13T16:09Z [---] followers, [---] engagements


"@JakeMRuth Not sure if NVDA fits the qualities of a GPU bubble. Other [--] probably"  
[X Link](https://x.com/SamSolidBZ/status/1761291248252694648)  2024-02-24T07:25Z [---] followers, [--] engagements


"@HippieHumorist @amitisinvesting Financial trends and growth"  
[X Link](https://x.com/SamSolidBZ/status/1762237697169703105)  2024-02-26T22:06Z [---] followers, [--] engagements


"@HippieHumorist @amitisinvesting Regarding Point 1: you are incorrect on both counts. See finances below. The 2nd part is more of a forecast not backed by financial data. Their core business is advertising. See more data below. Can you explain how they relate"  
[X Link](https://x.com/SamSolidBZ/status/1762272031981412751)  2024-02-27T00:22Z [---] followers, [--] engagements


"@HippieHumorist @amitisinvesting To be clear. I dont have any objective to the morality of $GOOGL recent news. Im arguing purely on fundamentals"  
[X Link](https://x.com/SamSolidBZ/status/1762272674846576885)  2024-02-27T00:25Z [---] followers, [--] engagements


"@307Fool Pulling a $LUNR. Too soon"  
[X Link](https://x.com/SamSolidBZ/status/1762299060105650379)  2024-02-27T02:10Z [---] followers, [---] engagements


"How do you know their expenses will increase faster than the Revenue Looks like their Operating Cash Flow did very well in [----] tbh. Also set your data to TTM. Itll tell a much different story. [----] was a recession pretty much and cloud revenue and ad revenue didnt start picking up until 2H 2023"  
[X Link](https://x.com/SamSolidBZ/status/1762301576314839321)  2024-02-27T02:20Z [---] followers, [--] engagements


"Who else has sipped the SLOOT juice last night $SNOW"  
[X Link](https://x.com/SamSolidBZ/status/1763275494261493917)  2024-02-29T18:50Z [---] followers, [---] engagements


"@307Fool Partying with the Gin and Celsius 😂😂"  
[X Link](https://x.com/SamSolidBZ/status/1763276948279816355)  2024-02-29T18:55Z [---] followers, [--] engagements


"@BluSuitDillon Also getting a big check and tax return soon. And I have no clue wtf to buy other than small adds"  
[X Link](https://x.com/SamSolidBZ/status/1763757509507006883)  2024-03-02T02:45Z [---] followers, [---] engagements


"@HimmyJTheGoat We are getting quite an opportunity in the cloud stock pull back and hopefully more opportunities in near future with fear of spending fatigue and slower growth rates"  
[X Link](https://x.com/SamSolidBZ/status/1763980850998509707)  2024-03-02T17:33Z [---] followers, [--] engagements


"@mukund Fully expect that with market cooling off"  
[X Link](https://x.com/sambad57/status/1764843183153013125)  2024-03-05T02:39Z [---] followers, [---] engagements


"@mukund I see that. but I took a look at their partners page and tons of small business I never heard of. Gotta go for the big money to grow massively. I already have $SHOP so Im not sure if I wanna add exposure to the same space. It will be interesting though it $KVYO gets to low 20s"  
[X Link](https://x.com/sambad57/status/1764843705360629893)  2024-03-05T02:41Z [---] followers, [---] engagements


"@its_garcia_ lol savage"  
[X Link](https://x.com/SamSolidBZ/status/1764844396368068836)  2024-03-05T02:44Z [---] followers, [--] engagements


"@HimmyJTheGoat @FIREDUpWealth"  
[X Link](https://x.com/SamSolidBZ/status/1764877111431696524)  2024-03-05T04:54Z [---] followers, [---] engagements


"@307Fool Get the $AXON bullets ready"  
[X Link](https://x.com/SamSolidBZ/status/1765154878241038446)  2024-03-05T23:18Z [---] followers, [--] engagements


"@StockMarketNerd I agree. multiples on $S arent too expensive so up in the air. However seeing how expensive $CRWD was I was surprised of the massive appreciation after earnings and then not surprised of the pullback from those valuations. Overall bullish cybersecurity $ZS $S $CRWD $PANW"  
[X Link](https://x.com/SamSolidBZ/status/1767920311809536403)  2024-03-13T14:27Z [---] followers, [---] engagements


"@BluSuitDillon Expectations were high. Coming in-line. not good enough. Lets buy whats winning. Cloud stocks not in favor in today's market. That's a good thing for us"  
[X Link](https://x.com/SamSolidBZ/status/1768010110121771235)  2024-03-13T20:23Z [---] followers, [---] engagements


"@HimmyJTheGoat $S at 8.2x EV / NTM Sales. Same as early Jan levels. People forget that $S is less than $10B market cap. $CRWD is $80B. Not saying $S with double to trade at $CRWD multiples but tbh it wont take as much to move the needle for a [----] Gartner leader in XDR"  
[X Link](https://x.com/SamSolidBZ/status/1768044782818132242)  2024-03-13T22:41Z [---] followers, [---] engagements


"@TheStarkCapital @HimmyJTheGoat $PLTR is at a more expensive valuation than $CRWD but the popularity demands a higher premium. I agree 20x is a lot but when it comes down I doubt itll be anything less than a 25% haircut unless of course the market corrects 10%+"  
[X Link](https://x.com/SamSolidBZ/status/1768045253913948488)  2024-03-13T22:43Z [---] followers, [---] engagements


"@HimmyJTheGoat @TheStarkCapital True it was. but he knows the more publicity he gets the more premium his stock will get. The valuation will never be cheap unless its 2022"  
[X Link](https://x.com/SamSolidBZ/status/1768087207599087686)  2024-03-14T01:30Z [---] followers, [--] engagements


"@TheStarkCapital @HimmyJTheGoat Oh ok. yeah in that sense that is true. What isnt public is kept private for a reason. I think more of this information will become public and with that itll be information thatll increase its valuation. That being said long trajectory for US Corporate Revenue"  
[X Link](https://x.com/SamSolidBZ/status/1768092586735226987)  2024-03-14T01:51Z [---] followers, [--] engagements


"@FIREDUpWealth For most companies we are just a mark on a balance sheet"  
[X Link](https://x.com/SamSolidBZ/status/1768324623819800764)  2024-03-14T17:13Z [---] followers, [---] engagements


"@fools_gd @FromValue Pepsi $PLTR Short Seller What"  
[X Link](https://x.com/SamSolidBZ/status/1768452358114251093)  2024-03-15T01:41Z [---] followers, [--] engagements


"@Christo43928619 Two Words: Institutional Equity. Without that it can go to 0"  
[X Link](https://x.com/SamSolidBZ/status/1768457409121657276)  2024-03-15T02:01Z [---] followers, [---] engagements


"@its_garcia_ @RocketLab Was today payday or something Lol"  
[X Link](https://x.com/SamSolidBZ/status/1768475940202635630)  2024-03-15T03:14Z [---] followers, [--] engagements


"@its_garcia_ @RocketLab Trade of the year my friend. I rode the wave the whole way down but switched to $TSLA from $TSLL around the 11s"  
[X Link](https://x.com/SamSolidBZ/status/1768476807094034651)  2024-03-15T03:18Z [---] followers, [---] engagements


"@its_garcia_ @RocketLab Why are you getting back in if the $PLTR port is working"  
[X Link](https://x.com/SamSolidBZ/status/1768477034278498596)  2024-03-15T03:19Z [---] followers, [--] engagements


"@mukund @KrisPatel99 @Couch_Investor Remember when $NU was at [--] with $SOFI Nothing but love for @Couch_Investor I know he is diversified where $SOFI is a fraction of his portfolio. Great content"  
[X Link](https://x.com/SamSolidBZ/status/1768650180528890136)  2024-03-15T14:47Z [---] followers, [---] engagements


"@HimmyJTheGoat $GOOGL was accumulating a lot in the mid 30s. One of their ventures"  
[X Link](https://x.com/SamSolidBZ/status/1770293229734518864)  2024-03-20T03:36Z [---] followers, [--] engagements


"@tempo_cap @asaf666 Consult @its_garcia_ next time you need to calculate support levels on $PLTR"  
[X Link](https://x.com/SamSolidBZ/status/1770731125528223995)  2024-03-21T08:36Z [---] followers, [--] engagements


"@FIREDUpWealth @XEdJones @BluSuitDillon Los Angeles in a million dollar house located in a neighborhood that is on the cusp of Gentrification. For now hauling trucks parked on my street homeless everywhere etc. happy for the future unhappy with current environment"  
[X Link](https://x.com/SamSolidBZ/status/1771854776596082882)  2024-03-24T11:01Z [---] followers, [--] engagements


"@StockMarketNerd @fools_gd Geeeeez what I gotta look into this. Thats dumb unless theyre burning cash"  
[X Link](https://x.com/SamSolidBZ/status/1772721651194396733)  2024-03-26T20:25Z [---] followers, [---] engagements


"@XEdJones Wait til the market realizes that this along with $SNOW always sandbag earnings over 90% of the time"  
[X Link](https://x.com/SamSolidBZ/status/1772722795388006664)  2024-03-26T20:30Z [---] followers, [---] engagements


"@StockMarketNerd @fools_gd Look into $KVYO"  
[X Link](https://x.com/sambad57/status/1772961067527762091)  2024-03-27T12:17Z [---] followers, [---] engagements


"These are valid concerns for new investors in $SNOW. SBC has always been in the 40-50% range. It has been declining sequentially. However I knew that this would start to become an issue for current investors and haters. This is a top line product but also competitive @fools_gd @StockMarketNerd SBC as a % of rev has been declining sequentially for last few quarters. Looks good to me always has been 40%+ but as revenues grow these will continue to decline. However theyre going to do a lot of hiring calendar year [----]. https://t.co/LgxXdvyZZf @fools_gd @StockMarketNerd SBC as a % of rev has been"  
[X Link](https://x.com/SamSolidBZ/status/1772970893091676646)  2024-03-27T12:56Z [---] followers, [---] engagements


"If you want good talent in software you need to offer comprehensive packages. and in tech we get paid via RSU or Stock Options. I think Silicone Valley will change their approach to it similar to $BKNG strategy with Bob Mylod as CFO. SBC is a bit crazy in tech"  
[X Link](https://x.com/SamSolidBZ/status/1772970896522658261)  2024-03-27T12:56Z [---] followers, [--] engagements


"@BluSuitDillon @FIREDUpWealth $MDB decent price to pay for long term hold and I didnt have a position yet. Baked out my core positions so now tier [--] ;)"  
[X Link](https://x.com/SamSolidBZ/status/1773056961317089479)  2024-03-27T18:38Z [---] followers, [---] engagements


"@XEdJones @FIREDUpWealth"  
[X Link](https://x.com/SamSolidBZ/status/1773064665376960820)  2024-03-27T19:08Z [---] followers, [--] engagements


"CEO Ramaswamy Sridhar adds $5M worth of shares at $158.52 on 3/25/2024 [-----] shares * [------] $SNOW Stock is up 2% AH nearly $1B of capital added. 😂"  
[X Link](https://x.com/sambad57/status/1773084379075531204)  2024-03-27T20:27Z [---] followers, [----] engagements


"@dtatrades Wow you mustve made a killing I know theres a lot of bears out there talking about topping. But we just had a new closing high on $SPX $SPY and almost on $DIA $IWM Looks bullish to me"  
[X Link](https://x.com/SamSolidBZ/status/1773100707245129954)  2024-03-27T21:32Z [---] followers, [--] engagements


"@BluSuitDillon @XEdJones $CRWD is one crazy stock. Warranted by one of the few fast growing GAAP profitable cloud stocks and esp cybersecurity. I think others will catch up once they start to get positive net income. Im thinking $ZS will get there"  
[X Link](https://x.com/SamSolidBZ/status/1773468202275598608)  2024-03-28T21:52Z [---] followers, [---] engagements


"@XEdJones @BluSuitDillon He is. when you think of their top competitor $PANW and $MSFT $ZS is growing the fastest in their sector. I never think much of $MSFT in Cybersecurity because they dont specialize in it and $PANW as you already know is canibalizing their sales"  
[X Link](https://x.com/SamSolidBZ/status/1773470052555047180)  2024-03-28T21:59Z [---] followers, [---] engagements


"@its_garcia_ @amitisinvesting $INTC is focusing on being a US chip manufacturer. So its really just $TSMC. On the fabless side yeah. $NVDA light years ahead of $INTC so no competition"  
[X Link](https://x.com/SamSolidBZ/status/1777857188738044159)  2024-04-10T00:32Z [---] followers, [---] engagements


"I think you need to figure out what you want to do. $SOXL would be an actively managed position vs $DIS which is a dividend paying company thatll be worth way more in the future. So if you want to trade sell $DIS. Dont listen to peoples opinions on the company tho. Its subjective"  
[X Link](https://x.com/SamSolidBZ/status/1778664641721463145)  2024-04-12T06:01Z [---] followers, [---] engagements


"@its_garcia_ You need functions for buying the dip and keep posting memes otherwise the whole thing will fail and $PLTR will go to 0"  
[X Link](https://x.com/SamSolidBZ/status/1778841884858978477)  2024-04-12T17:45Z [---] followers, [---] engagements


"Most people get ripped apart because they bet on meme alt coins or even any altcoin. You cant really say how solid something is until a $LUNA happens. Same people also said no way crypto goes below $20k when it was at $50k from $68k in [----]. And then it went down to $15k then people said it would go to $5k then here we are"  
[X Link](https://x.com/SamSolidBZ/status/1779383407732199887)  2024-04-14T05:37Z [---] followers, [--] engagements


"@its_garcia_ @PicturesFoIder $PLTR revenue"  
[X Link](https://x.com/SamSolidBZ/status/1779728797379784732)  2024-04-15T04:29Z [---] followers, [---] engagements


"@mukund $CRM shouldve sold $CRM in Friday then bought it back before close Then they could easily buy $INFA and $GTLB"  
[X Link](https://x.com/SamSolidBZ/status/1780045476932497907)  2024-04-16T01:28Z [---] followers, [---] engagements


"@its_garcia_ @Kross_Roads @SelfMadeMastery @Kross_Roads youre $SOFI -ny"  
[X Link](https://x.com/SamSolidBZ/status/1780129790168826113)  2024-04-16T07:03Z [---] followers, [--] engagements


"@HedgeVision Better prices when you get back my friend. $DIS 👊"  
[X Link](https://x.com/SamSolidBZ/status/1780664893521457227)  2024-04-17T18:29Z [---] followers, [--] engagements


"@FIREDUpWealth $ZS $KVYO starter $NET DCA in $PATH $UNH and more DCA in $SOXX"  
[X Link](https://x.com/sambad57/status/1780714831999615263)  2024-04-17T21:47Z [---] followers, [---] engagements


"@FIREDUpWealth I dont think I need to mention $SNOW 😂"  
[X Link](https://x.com/SamSolidBZ/status/1780714959795786187)  2024-04-17T21:48Z [---] followers, [---] engagements


"@FIREDUpWealth Just like you said many times. if youre gonna be buy health or bio tech buy the best of breed. Even though theyre apples and oranges $UNH was a much better opportunity below [---] vs $PFE below 25"  
[X Link](https://x.com/SamSolidBZ/status/1781003065673552337)  2024-04-18T16:53Z [---] followers, [--] engagements


"@amitisinvesting Talk of the town today. nothing burger quarters from now when they still post YoY growth enormous cash flow and earnings growth. Fact of the matter is this"  
[X Link](https://x.com/SamSolidBZ/status/1781135290629034031)  2024-04-19T01:38Z [---] followers, [---] engagements


"::Price moves to another low for $TSLA:: Well. Elon did say margins wont improve ::Price moves up for $TSLA to make a higher low and higher high:: Well. Elon did say margins wont improve but thats what everyone who sold is thinking I don't think anyone expects the $TSLA quarter to be good. What matters for bulls tomorrow in my view: 1) Results being "better than feared." 2) Hints of easing margin pressures in the near future. 3) Instilling confidence in current challenges all being macro-related. Strong I don't think anyone expects the $TSLA quarter to be good. What matters for bulls tomorrow"  
[X Link](https://x.com/SamSolidBZ/status/1782625263018496294)  2024-04-23T04:19Z [---] followers, [---] engagements


"Technical analysis it was oversold. Sentiment max fear. Positioning likely net shorts. When a stock is up 10% AH against fundamentally negative quarterly earnings financials. thats when the bottoms happen. By the time Wall Street sees the financial improvement next quarter it already ran away. Markets usually bottom at peak fear just like peak CPI Oct [----] $TSLA THESE WERE NOT GOOD NUMBERS REVENUE EPS OPERATING MARGINS -- EVERYTHING DOWN However the stock is up in my opinion because of this ONE paragraph in the deck: Looks like M2 is coming along with a robotaxi network soon."  
[X Link](https://x.com/SamSolidBZ/status/1782946891157975344)  2024-04-24T01:37Z [---] followers, [----] engagements


"Bullish $TTD Google $GOOGL said today it would no longer be able to eliminate third-party cookies on its original end of [----] timeline citing ongoing challenges related to reconciling divergent feedback from the industry regulators and developers - WSJ Google $GOOGL said today it would no longer be able to eliminate third-party cookies on its original end of [----] timeline citing ongoing challenges related to reconciling divergent feedback from the industry regulators and developers - WSJ"  
[X Link](https://x.com/sambad57/status/1782963176180752698)  2024-04-24T02:42Z [---] followers, [---] engagements


"Holy yield curve steepening spiderman"  
[X Link](https://x.com/SamSolidBZ/status/1783168619217817682)  2024-04-24T16:18Z [---] followers, [---] engagements


"All $HCP shareholders. news"  
[X Link](https://x.com/SamSolidBZ/status/1783314176267661654)  2024-04-25T01:56Z [---] followers, [---] engagements


"@its_garcia_ Happens to the best of us. Itll be loose change in [--] years with $PLTR 👊"  
[X Link](https://x.com/SamSolidBZ/status/1783498521779523708)  2024-04-25T14:09Z [---] followers, [--] engagements


"@307Fool $NOW"  
[X Link](https://x.com/SamSolidBZ/status/1783520529577881666)  2024-04-25T15:36Z [---] followers, [--] engagements


"$NOW Interview on CNBC Bill McDermott 🔥🔥🔥🔥🔥 https://youtu.be/AVQitCA1jPksi=SfaYJiychPceytYV https://youtu.be/AVQitCA1jPksi=SfaYJiychPceytYV"  
[X Link](https://x.com/SamSolidBZ/status/1783537374498357305)  2024-04-25T16:43Z [---] followers, [---] engagements


"Yes there is a lean strategy but overall spend accelerates as Cloud has penetrated IT Infrastructure by 10%. $MSFT and $GOOGL continue to show acceleration in cloud spend. AH moves DDOG 6% SNOW 4% MDB 4.5% CFLT 6.5% GTLB 4% PLTR 2% Segment results already posted on Finchat https://finchat.io/pricing/referralCode=GanFJTZZI5Ph3TsReyHY54ZXaLk1 https://finchat.io/pricing/referralCode=GanFJTZZI5Ph3TsReyHY54ZXaLk1"  
[X Link](https://x.com/SamSolidBZ/status/1783623926347886889)  2024-04-25T22:27Z [---] followers, [----] engagements


"@XEdJones Very small exposure to $ZS cant help thinking that $MSFT and $CRWD might be an overall better play with the expansion of mobile devices and lightweight endpoint clients. Eventually itll get there. $ZS already starting to grow in XDR so we know where the potential is"  
[X Link](https://x.com/SamSolidBZ/status/1784364889261347279)  2024-04-27T23:31Z [---] followers, [---] engagements


"@XEdJones Full exposure to top 3"  
[X Link](https://x.com/SamSolidBZ/status/1784365418045678071)  2024-04-27T23:34Z [---] followers, [--] engagements


"@XEdJones Been DCAing into $MSFT for last [--] months and it aint stopping"  
[X Link](https://x.com/SamSolidBZ/status/1784366334715052396)  2024-04-27T23:37Z [---] followers, [--] engagements


"@amitisinvesting Take a closer look at what shes doin on her phone mang"  
[X Link](https://x.com/SamSolidBZ/status/1784626069691367615)  2024-04-28T16:49Z [---] followers, [---] engagements


"@tempo_cap Yizzer. hopefully cloud stocks make a comeback off that rolling correction $SNOW $MDB $PLTR $S $GTLB $CFLT"  
[X Link](https://x.com/SamSolidBZ/status/1784630744096354422)  2024-04-28T17:08Z [---] followers, [---] engagements


"@FIREDUpWealth Yeah. $AMD gonna steal $NVDAs lunch 🫠"  
[X Link](https://x.com/SamSolidBZ/status/1785556832406446255)  2024-05-01T06:28Z [---] followers, [---] engagements


"@StonkChris $SQ LETS GOOOOOOO"  
[X Link](https://x.com/SamSolidBZ/status/1786129260304089470)  2024-05-02T20:22Z [---] followers, [---] engagements


"@StockMarketNerd Kinda glanced over that. Not a big deal. Chump change"  
[X Link](https://x.com/SamSolidBZ/status/1786150080254525606)  2024-05-02T21:45Z [---] followers, [---] engagements


"$SQ Q1 FY2024 Earnings Call First of all whats good Amrita Second crazy YoY growth on Borrow and cross selling 40% of loans into transactions within the Square app after issues Borrow loans. Wild times we live in. Also on a strict eligibility requirements to minimize risk"  
[X Link](https://x.com/SamSolidBZ/status/1786258104361070757)  2024-05-03T04:54Z [---] followers, [---] engagements


"2012 everyone thought no one would ever put their data in the cloud because no one trusted it. Today nearly $100B run rate for JUST AWS $AMZN I'm a little behind but did $amzn really say that AWS will do 100B this year 🤯🤯🤯 I'm a little behind but did $amzn really say that AWS will do 100B this year 🤯🤯🤯"  
[X Link](https://x.com/SamSolidBZ/status/1786418825484808227)  2024-05-03T15:33Z [---] followers, [---] engagements


"@Dillon_Valdez I did buy a bit too much $NET in the 80s tho but it is a big part of my tier 2"  
[X Link](https://x.com/SamSolidBZ/status/1786452647500747218)  2024-05-03T17:47Z [---] followers, [---] engagements


"@Dillon_Valdez $DDOG was a gift when they pulled this stunt stock price wise"  
[X Link](https://x.com/SamSolidBZ/status/1786452764987424841)  2024-05-03T17:48Z [---] followers, [--] engagements


"@its_garcia_ @talkingcockatoo 😂😂😂😂😂😂"  
[X Link](https://x.com/SamSolidBZ/status/1786825631470125318)  2024-05-04T18:30Z [---] followers, [--] engagements


"@Dillon_Valdez I dunno Im not even excited. Im just like indifferent from any stupid argument. Its just. like cmon. Cmonnnnnn"  
[X Link](https://x.com/SamSolidBZ/status/1787345540897722434)  2024-05-06T04:55Z [---] followers, [--] engagements


"@Dillon_Valdez Lets think about any time period beyond [--] quarter. for once guys. oh wait. Wall Street. Whats up. Give me your shares. Please"  
[X Link](https://x.com/SamSolidBZ/status/1787346410876043363)  2024-05-06T04:59Z [---] followers, [--] engagements


"@its_garcia_ Sold $PYPL for $SHOP last October :)"  
[X Link](https://x.com/SamSolidBZ/status/1787516549957312662)  2024-05-06T16:15Z [---] followers, [---] engagements


"@XEdJones @Dillon_Valdez Well I gotta be honest. $NET has waaayyyy less paper hands than $PLTR. There be a lot of folks who own $PLTR because their favorite YouTuber is bullish on it. $NET is quite different because it should have a much higher institutional and VC ownership"  
[X Link](https://x.com/SamSolidBZ/status/1787583272588915131)  2024-05-06T20:40Z [---] followers, [---] engagements


"@Trader_Wong One dumped into ER. The other ripped into ER. Facts of life"  
[X Link](https://x.com/SamSolidBZ/status/1787739987930489089)  2024-05-07T07:03Z [---] followers, [--] engagements


"@FIREDUpWealth Yeah if the executives at $PLTR dont move their own stock in out. Dunno why they waste their time building a solid product when they can just move their stock up"  
[X Link](https://x.com/SamSolidBZ/status/1788022135186993595)  2024-05-08T01:44Z [---] followers, [---] engagements


"@rationalaussie @tempo_cap @tempo_cap well. if you like money then vote for trump. If you have integrity dont vote for either 😂"  
[X Link](https://x.com/SamSolidBZ/status/1788416671964905950)  2024-05-09T03:52Z [---] followers, [---] engagements


"@tempo_cap @divatrader Had some insane adds sub [---] AH. Might go lower tho this thing is still expensive af"  
[X Link](https://x.com/SamSolidBZ/status/1788416932942926177)  2024-05-09T03:53Z [---] followers, [--] engagements


"@FIREDUpWealth $SNOW inviting man of the century to its summit"  
[X Link](https://x.com/SamSolidBZ/status/1788417679361257888)  2024-05-09T03:56Z [---] followers, [---] engagements


"@XEdJones Nice Ed Looking forward to the $SNOW summit too"  
[X Link](https://x.com/SamSolidBZ/status/1789726367073886471)  2024-05-12T18:36Z [---] followers, [---] engagements


"@Dillon_Valdez On the contrary. The AH was pretty liquid and high volume 😂 I wanna give it a couple of more quarters. It seems payment solutions were light on guidance on most companies like $STNE $SHOP and Latam companies faces similar issues with Argentina $MELI $NU"  
[X Link](https://x.com/SamSolidBZ/status/1790601697016123463)  2024-05-15T04:34Z [---] followers, [---] engagements


"@GameofTrades_ How are those VIX calls and SPX [----] target doing"  
[X Link](https://x.com/SamSolidBZ/status/1790602176764719400)  2024-05-15T04:36Z [---] followers, [---] engagements


"@amitisinvesting Per his last @BG2Pod HES BOUGHT THE DIP ON $META LETS GOOOOOO"  
[X Link](https://x.com/SamSolidBZ/status/1790953029564567786)  2024-05-16T03:50Z [---] followers, [----] engagements


"Things I am seeing: "$PANW is crashing AH" "$PANW is dead" Reality: $PANW is trading at prices as far back at last week"  
[X Link](https://x.com/sambad57/status/1792669189217615958)  2024-05-20T21:30Z [---] followers, [----] engagements


"@mukund Wall Street is based on numbers. $PANW growth is based on a secular trend. Wall streets wants the secular growth TODAY. As always in 5-10 years they will be wrong rinse and repeat"  
[X Link](https://x.com/SamSolidBZ/status/1792675954999152693)  2024-05-20T21:57Z [---] followers, [---] engagements


"Wall Street is based on numbers. $PANW growth is based on a secular trend. Wall streets wants the secular growth TODAY. Didnt happen. Womp womp. As always in 5-10 years they will be wrong $PANW met their guidance. Reiterated their previously guided numbers what was the market expecting Magic https://t.co/bmlABnWPWa $PANW met their guidance. Reiterated their previously guided numbers what was the market expecting Magic https://t.co/bmlABnWPWa"  
[X Link](https://x.com/SamSolidBZ/status/1792676290149093507)  2024-05-20T21:58Z [---] followers, [----] engagements


"@Trader_Wong Fortunately for the real investors Billings is not a metric to focus on anymore. Remember this small company called $NFLX that said they will remove a metric from their earnings and then it proceeded to drop 15% after earnings Well theyre basically at [--] week highs now"  
[X Link](https://x.com/SamSolidBZ/status/1792729718250467833)  2024-05-21T01:30Z [---] followers, [---] engagements


"@Trader_Wong Not saying itll happen to $PANW but clearly the market has super short term memory"  
[X Link](https://x.com/SamSolidBZ/status/1792729783492821271)  2024-05-21T01:31Z [---] followers, [---] engagements


"@Trader_Wong This is up your allley actually. Remember this small cap failure of a company $HIMS that everyone dumped bc the CEO made public statements about Iran Well that sucker is up 40% with AH price action. Im a buyer of $PANW after hours bc I see past noise"  
[X Link](https://x.com/SamSolidBZ/status/1792730437300941210)  2024-05-21T01:33Z [---] followers, [---] engagements


"@Trader_Wong Yeah man. Its opportunity imo. I mean dont get me wrong $PANW is expensive still but it wont matter in a few years"  
[X Link](https://x.com/SamSolidBZ/status/1792731358881788306)  2024-05-21T01:37Z [---] followers, [---] engagements


"@TslaGroupie Good thing I own $NVDA instead"  
[X Link](https://x.com/SamSolidBZ/status/1792733501449773410)  2024-05-21T01:45Z [---] followers, [---] engagements


"@_JoseNajarro I wont doubt for one second that Jassy doesnt know what hes doing. $AMZN controls the majority of cloud spend"  
[X Link](https://x.com/SamSolidBZ/status/1792919754027512121)  2024-05-21T14:05Z [---] followers, [--] engagements


"@its_garcia_ Good morning Garcia maaaaahhh dude"  
[X Link](https://x.com/SamSolidBZ/status/1792919825645191649)  2024-05-21T14:06Z [---] followers, [--] engagements


"@its_garcia_ When Sam Altman walks into a party"  
[X Link](https://x.com/SamSolidBZ/status/1792921463013405160)  2024-05-21T14:12Z [---] followers, [--] engagements


"$PANW had a great quarter. It wasn't epic blow out the water results but we didn't see any downward revisions or misses. Things headed in the right direction with Platformization. People think "giving away" products is a weakness I disagree long term. $PANW is the street focused on the wrong metric What the market didn't like from the earnings report: - Billings growth of 3% What stood out: - NGS ARR growth of 47% - best in class and ahead of expectations - RPO ticked up to 23% from 22% Inline results but decent setup https://t.co/y9zBwHGulH $PANW is the street focused on the wrong metric"  
[X Link](https://x.com/SamSolidBZ/status/1792955952788120018)  2024-05-21T16:29Z [---] followers, [----] engagements


"@ronjonbSaaS $TSLA $ZS Hehe"  
[X Link](https://x.com/SamSolidBZ/status/1792956492896989550)  2024-05-21T16:31Z [---] followers, [---] engagements


"@Dillon_Valdez Yeah not as bullish on $PANW than $ZS but everyone makes mistakes including CEOs. Nikesh realized this and is making amends. I trust he will continue to execute"  
[X Link](https://x.com/SamSolidBZ/status/1792957322576449804)  2024-05-21T16:35Z [---] followers, [---] engagements

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