#  @SharestepAI Sharestep Sharestep posts on X about ai, stocks, in the, growth the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1644723139052556289/interactions)  - [--] Week [-------] +126% ### Mentions: [--] [#](/creator/twitter::1644723139052556289/posts_active)  - [--] Week [--] +32% ### Followers: [---] [#](/creator/twitter::1644723139052556289/followers)  - [--] Week [---] +60% - [--] Year [---] +62% ### CreatorRank: [-------] [#](/creator/twitter::1644723139052556289/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 42.34% [stocks](/list/stocks) #3539 [technology brands](/list/technology-brands) 17.12% [cryptocurrencies](/list/cryptocurrencies) 9.01% [countries](/list/countries) 3.6% [social networks](/list/social-networks) 1.8% [celebrities](/list/celebrities) 1.8% [exchanges](/list/exchanges) 0.9% **Social topic influence** [ai](/topic/ai) 22.52%, [stocks](/topic/stocks) 18.02%, [in the](/topic/in-the) 9.01%, [growth](/topic/growth) #2305, [crypto](/topic/crypto) 5.41%, [quick](/topic/quick) 4.5%, [pe ratio](/topic/pe-ratio) 4.5%, [gold](/topic/gold) 3.6%, [company](/topic/company) #476, [the most](/topic/the-most) 2.7% **Top accounts mentioned or mentioned by** [@mrderivatives](/creator/undefined) [@investingcom](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@jessecoheninv](/creator/undefined) [@firedupwealth](/creator/undefined) [@firstadopter](/creator/undefined) [@thelonginvest](/creator/undefined) [@henrikzeberg](/creator/undefined) [@samsolid57](/creator/undefined) [@stockmktnewz](/creator/undefined) [@amitisinvesting](/creator/undefined) [@ekwufinance](/creator/undefined) [@grindeoptions](/creator/undefined) [@buccocapital](/creator/undefined) [@jameslavish](/creator/undefined) [@dj1p2](/creator/undefined) [@thisblondetrade](/creator/undefined) [@peterrhague](/creator/undefined) [@myvaluepicks](/creator/undefined) [@tavicosta](/creator/undefined) **Top assets mentioned** [Validity (VAL)](/topic/$val) [Strategy (MSTR)](/topic/$mstr) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Sandisk Corporation (SNDK)](/topic/$sndk) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Bitcoin (BTC)](/topic/bitcoin) [Edison International (EIX)](/topic/$eix) [Arrow Electronics, Inc. (ARW)](/topic/$arw) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [Pinterest, Inc. (PINS)](/topic/$pins) [Oracle Corporation (ORCL)](/topic/$orcl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [monday.com Ltd. (MNDY)](/topic/$mndy) [Workday Inc (WDAY)](/topic/$wday) [Now Coin (NOW)](/topic/$now) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [RaveDAO (RAVE)](/topic/$rave) [Amgen, Inc. (AMGN)](/topic/$amgn) [Merck & Co., Inc. (MRK)](/topic/$mrk) [CatCoin (CAT)](/topic/$cat) [Walmart, Inc. (WMT)](/topic/$wmt) [3M Co (MMM)](/topic/$mmm) [BILLION•DOLLAR•CAT (BDC)](/topic/$bdc) [Belden Inc. (BDC)](/topic/bdc-belden-inc) [BlackBerry Limited (BB)](/topic/blackberry) [Twilio, Inc. (TWLO)](/topic/$twlo) [BounceBit (BB)](/topic/$bb) [Autodesk Inc (ADSK)](/topic/$adsk) [First Solar, Inc. (FSLR)](/topic/$fslr) [Coinbase Global Inc. (COIN)](/topic/coinbase) [New Gold Inc. (NGD)](/topic/$ngd) ### Top Social Posts Top posts by engagements in the last [--] hours "@FIREDUpWealth A few on my radar. One that shows up in AI scans with stellar growth and attractive valuation is $ARW. Mid-cap semiconductor supply chain company (electronic components). Margins are thin but growth is there" [X Link](https://x.com/SharestepAI/status/2022290676331827633) 2026-02-13T12:44Z [---] followers, [---] engagements "@samsolid57 Interesting. I'm not an expert in Magnite but quickly scanning across adtech $MGNI looks pretty attractive on headline numbers. The only things that look off-putting are the performance and the shorting" [X Link](https://x.com/SharestepAI/status/2022773572381311228) 2026-02-14T20:42Z [---] followers, [---] engagements "@StockMKTNewz I like the Pinterest brand but they could never get their ad product together. $PINS in my view" [X Link](https://x.com/SharestepAI/status/2022783481164554622) 2026-02-14T21:22Z [---] followers, [----] engagements "@amitisinvesting Palantir has always been somewhat expensive but nothing like the level it has held since the last election" [X Link](https://x.com/SharestepAI/status/2022769901895602407) 2026-02-14T20:28Z [---] followers, [----] engagements "@ekwufinance Good chart that. Which central banks are the most committed to gold What's driving yellow-line-go-up I know about China but interesting to understand who else is in the game" [X Link](https://x.com/SharestepAI/status/2023006729412517906) 2026-02-15T12:09Z [---] followers, [---] engagements "@felixprehn Nice share. But their opinion is discredited by pumping $ORCL. I know they're good friends with the people at Oracle but they should have kept their integrity and been objective. $ORCL is a garbage front company that behaves more like a 1990s Russian miner than a tech stock" [X Link](https://x.com/SharestepAI/status/2023092955830235476) 2026-02-15T17:52Z [---] followers, 40.7K engagements "@ZaStocks Good point. It depends a lot on the individual stock. "Tech is not a monolith" you could say. For example with $PLTR a lot is riding on the [----] US election. There could be a Palantir president or not. Most software stocks will be darlings again in a year but not all" [X Link](https://x.com/SharestepAI/status/2023121509359763458) 2026-02-15T19:45Z [---] followers, [---] engagements "@Investingcom I'll guess $MSTR. It's already in single-digit PE territory but I think it can fall harder" [X Link](https://x.com/SharestepAI/status/2018073586959778122) 2026-02-01T21:26Z [---] followers, [---] engagements "@Investingcom These metals are needed for just about any industry to function. Metal prices can't be left up to wild speculation. It would quickly feed into prices. I'm not surprised in the slightest that this crazy run in metals was shortlived" [X Link](https://x.com/SharestepAI/status/2018262584705597773) 2026-02-02T09:57Z [---] followers, [---] engagements "@firstadopter It's possible. But the search - Gemini mechanism is quite effective. It seems to me that the user logic is: (1) Google for a quick question that needs an answer (2) ChatGPT for a long discussion on something" [X Link](https://x.com/SharestepAI/status/2018348120367571076) 2026-02-02T15:37Z [---] followers, [----] engagements "The end of software SaaS stocks are reeling. Across the board pureplay software names have been hammered by markets. "AI is replacing" narratives are doing the rounds. But many are reporting revenue growth of 20-40%. Party over or buy-the-dip" [X Link](https://x.com/SharestepAI/status/2018676830954295639) 2026-02-03T13:23Z [---] followers, [---] engagements "@firstadopter There is a mechanism by which this exact thing happens: stock buybacks. When companies by their own stock back from the market it boosts their stock price. If they stop the buybacks (using the cash elsewhere) then that support for the stock price is lost" [X Link](https://x.com/SharestepAI/status/2018728562333765800) 2026-02-03T16:49Z [---] followers, [----] engagements "@JesseCohenInv They were overpriced. $MNDY PE ratio 93x $WDAY 74x $NOW 70x. No big drama. Prices are too high and the market corrects. AI doesn't cancel software. AI itself is software. A few talented people will know how to extract its value and will sell that value as software" [X Link](https://x.com/SharestepAI/status/2019028980356256060) 2026-02-04T12:43Z [---] followers, [---] engagements "@JesseCohenInv There are exceptions. $BJRI $DRI $RAVE all looking healthy and performing. RAVE up 33% in a year. Are higher quality restaurants with full-service gaining an edge over cheaper roadside fast-food" [X Link](https://x.com/SharestepAI/status/2019034836112150805) 2026-02-04T13:06Z [---] followers, [--] engagements "@TheLongInvest The sell-off is natural. The expectation was that these companies would double and triple their earning power quickly. That expectation was unrealistic. As of last night average weighted PE ratio in tech was 49x. the correction will continue" [X Link](https://x.com/SharestepAI/status/2019144704617562287) 2026-02-04T20:23Z [---] followers, [----] engagements "@LukeGromen Highly suspicious. That Anthropic guy has serious Sam Bankman-Fried energy. I won't be surprised if Anthropic ends up on that list of companies that the tech industry is embarrassed to mention going forward. Just vibes" [X Link](https://x.com/SharestepAI/status/2019533771775852787) 2026-02-05T22:09Z [---] followers, [---] engagements "@Mr_Derivatives PE ratio still 205x. It can easily go sub-$100 and the valuation would still be very generous" [X Link](https://x.com/SharestepAI/status/2019538993290047659) 2026-02-05T22:29Z [---] followers, [----] engagements "@GlobalMktObserv The stocks are simply overvalued. Average weighted PE ratio is still 44x. there's probably further to go. It's a question of mispricing. Nothing is fundamentally wrong with the companies" [X Link](https://x.com/SharestepAI/status/2019767859694498048) 2026-02-06T13:39Z [---] followers, [---] engagements "🚨 FAST AI SCAN: Dow Hits 50k Milestone Dow surged past 50k first time ever led by healthcare & industrials (NO TECH in top 5). Rotation in play Top gainers (1w): $AMGN +13.2% $MMM +12.4% $MRK +10.7% $CAT +10.1% $WMT +9.8%. Full table #DowJones #Investing" [X Link](https://x.com/SharestepAI/status/2020151639148028224) 2026-02-07T15:04Z [---] followers, [---] engagements "@Mr_Derivatives What do they have in common Metals crypto and growth stocks have turned into 'narrative markets'. A memory-less narrative surrounds them nonstop most punters chase the energy and skip the details. Interesting times" [X Link](https://x.com/SharestepAI/status/2020154075153625381) 2026-02-07T15:13Z [---] followers, [---] engagements "@GrindeOptions Very possible. But I see cyclical rotation as inevitable. The U.S. is attempting an epochal restructuring of its economy into manufacturing and energy and away from 'value add'. By the end of [----] the cool thing to nerd out about will be high-tech manufacturing" [X Link](https://x.com/SharestepAI/status/2020161463222939759) 2026-02-07T15:43Z [---] followers, [---] engagements "@AndreasSteno Widespread use of LLMs (more than half of working adults by some estimates) should have created immediate and exceptional GDP growth. Why didn't it That paradox doesn't have a name but someone will have to give it one" [X Link](https://x.com/SharestepAI/status/2020214523555193062) 2026-02-07T19:14Z [---] followers, [---] engagements "@midascabal Agree with the assessment. Not because the business environment has changed but because the stocks are overpriced. Average trailing PE of 44x in tech is just not reasonable. Especially with buybacks losing to capex. I think IT will resettle on mean forward PE 20-25x" [X Link](https://x.com/SharestepAI/status/2020244528515666363) 2026-02-07T21:13Z [---] followers, [---] engagements "🚨 AI STOCKS SCAN: Next Week's Earnings Quick AI scan of next week's earnings shows interesting off-radar signals. Notable among them is $BDC (Belden Inc) which provides 'connection solutions for data infrastructure'. Last week up +18.7%. Forward PE 14.9x. Opportunity" [X Link](https://x.com/SharestepAI/status/2020259964305231889) 2026-02-07T22:14Z [---] followers, [---] engagements "@RayDalio Real talk. When the options are cooperation or death cooperation wins by Pascal's assumption" [X Link](https://x.com/SharestepAI/status/2020493466036510867) 2026-02-08T13:42Z [---] followers, [--] engagements "@Investingcom Mixed" [X Link](https://x.com/SharestepAI/status/2020592082143052125) 2026-02-08T20:14Z [---] followers, [----] engagements "🚨 SHORT SELLING IN TECH Quick AI scan shows shorts are on the attack with some tech names while retreating from others. $BB (Blackberry) $TWLO (Twilio) and $ADSK (Autodesk) saw upward swings in shares short over the last month (+27-41% increase). What about retreats" [X Link](https://x.com/SharestepAI/status/2020598746980216910) 2026-02-08T20:40Z [---] followers, [---] engagements "$FSLR (First Solar) $ZM (Zoom) and $SNDK (SanDisk) saw large retreats by shorts which shares short down by 14-19%. Zoom Inc. is relatively unscathed by the recent SaaS sell-off while First Solar has had lacklustre price action over several months" [X Link](https://x.com/SharestepAI/status/2020598750872515000) 2026-02-08T20:40Z [---] followers, [---] engagements "Full list of short deltas in tech: These AI scans run instantly with @SharestepAI spot off-radar plays before headlines hit. Follow for daily AI scans or for a free trial https://www.sharestep.co/pub/tech-stocks-analysis-tnnuw7 https://www.sharestep.co/pub/tech-stocks-analysis-tnnuw7" [X Link](https://x.com/SharestepAI/status/2020598754093801587) 2026-02-08T20:40Z [---] followers, [--] engagements "RT @HeroDividend: The Super Bowl halftime show this year should be Warren Buffett setting up a Coinbase account and daytrading crypto for 1" [X Link](https://x.com/SharestepAI/status/2020607155846648292) 2026-02-08T21:14Z [---] followers, [--] engagements "@Investingcom Picks from a quick AI scan: $GILD $NGD $CVE. All releasing earnings all looking strong on momentum valuation liquidity" [X Link](https://x.com/SharestepAI/status/2020611594687070316) 2026-02-08T21:31Z [---] followers, [---] engagements "@buccocapital The biggest latent risk is LLMs' propensity for telling people they're brilliant. Q: "why planets they turn round not up" A: "That's a fascinating question that I'm glad you asked. The planets 'turn' because."" [X Link](https://x.com/SharestepAI/status/2020617674074767789) 2026-02-08T21:56Z [---] followers, [----] engagements "RT @SharestepAI: @buccocapital The biggest latent risk is LLMs' propensity for telling people they're brilliant. Q: "why planets they turn" [X Link](https://x.com/SharestepAI/status/2020766988667080802) 2026-02-09T07:49Z [---] followers, [--] engagements "@garyblack00 Agree about metals and #crypto. Especially silver and copper nothing fundamentally holding them. I think overvalued growth stocks will settle at new price levels. Anything with forward PE 35x is probably correcting further" [X Link](https://x.com/SharestepAI/status/2020830481902895240) 2026-02-09T12:01Z [---] followers, [---] engagements "@samsolid57 There was never a chance in hell the U.S. president would appoint an inflation hawk. Was never going to happen. If anything I think Warsh may turn out quite a radical dove but let's see" [X Link](https://x.com/SharestepAI/status/2020831856560878057) 2026-02-09T12:07Z [---] followers, [--] engagements "🚨 SHORT SELLERS & CRYPTO STOCKS Quick AI scan of short interest in crypto stocks. $ANY (Sphere 3D) $HIVE (Hive Digital) and $RIOT (Riot Blockchain) most affected with short interest up 9-90%. $MSTR and $BTFR saw retreats by shorts. Full scan below" [X Link](https://x.com/SharestepAI/status/2020836274756858014) 2026-02-09T12:24Z [---] followers, [---] engagements "Full AI scan: These AI scans run instantly with @SharestepAI spot off-radar plays before headlines hit. Follow for daily AI scans or for a free trial https://www.sharestep.co/pub/crypto-stocks-analysis-27y1sc https://www.sharestep.co/pub/crypto-stocks-analysis-27y1sc" [X Link](https://x.com/SharestepAI/status/2020836278183571899) 2026-02-09T12:24Z [---] followers, [--] engagements "@PeterDiamandis @SpaceX @xai It's definitely an interesting idea. I haven't rabbit-holed the details especially certain risks. E.g. if collisions occur. meteorite impact. how to decommission. I'm sure there's good reading material on this anyone got some" [X Link](https://x.com/SharestepAI/status/2020866618662806014) 2026-02-09T14:25Z [---] followers, [---] engagements "🚨 JAPAN ETFs: AI SCAN Prompt used: "Put together a list of Japan-focused ETFs with their latest price action. Include 1m/5d performance and headline metrics." $DXJS Japan Hedged SmallCap up +4.4% at latest price - up +19% MTD Opportunity #Japan #stocks Full results" [X Link](https://x.com/SharestepAI/status/2020880630737691083) 2026-02-09T15:21Z [---] followers, [---] engagements "$DXJS is an outlier among Japan ETFs and has even outperformed leveraged Japan ETF $RAYJ in the month. Stats look solid: it has 3Y Sharpe of [----] and beta [----]. Expense ratio is moderate at 0.6%" [X Link](https://x.com/anyuser/status/2020880634688762326) 2026-02-09T15:21Z [---] followers, [--] engagements "Full list of Japan ETFs: These AI scans run instantly with @SharestepAI spot off-radar plays before the crowd piles in. Follow for daily AI scans or to run your own in seconds free https://www.sharestep.co/pub/japan-etf-performance-l84trz https://www.sharestep.co/pub/japan-etf-performance-l84trz" [X Link](https://x.com/SharestepAI/status/2020880639164125514) 2026-02-09T15:21Z [---] followers, [--] engagements "@GrindeOptions I certainly agree that you never know with this stock. That PE ratio though. 😅" [X Link](https://x.com/SharestepAI/status/2020921152474870107) 2026-02-09T18:02Z [---] followers, [--] engagements "@TheLongInvest I think the value just now is in energy. Average forward PE or 21.2x and top performing sector over [--] month. To a lesser degree also consumer staples and materials. Utilities too but that's more of a dividend set than price performance" [X Link](https://x.com/SharestepAI/status/2020959314505236726) 2026-02-09T20:33Z [---] followers, [----] engagements "@StockMarketNerd It's a great company. It's not a logistics company like $AMZN or $MELI. not really the same kind of business. $EBAY a little better as a comparison. Revenue growth is stellar. Margins are great. Debt is healthy. It's just that valuation 😅" [X Link](https://x.com/SharestepAI/status/2020999233105748299) 2026-02-09T23:12Z [---] followers, [---] engagements "RT @emollick: So far telling a satisfying and well-written medium-length story has proved far harder for LLMs than mathematical proofs m" [X Link](https://x.com/SharestepAI/status/2021005783287332927) 2026-02-09T23:38Z [---] followers, [--] engagements "@HenrikZeberg Difficult to understand why. An economy trying to re-industrialise a shrinking able-minded workforce and yet cratering job openings. Odd times these" [X Link](https://x.com/SharestepAI/status/2021188961247404368) 2026-02-10T11:46Z [---] followers, [----] engagements "@HenrikZeberg You're probably right. The Klarna society" [X Link](https://x.com/SharestepAI/status/2021208310410522876) 2026-02-10T13:03Z [---] followers, [---] engagements "🚨 APP VS INFRA SOFTWARE STOCKS Is divergence appearing between application and infrastructure software Although application software names show highly inflated PE ratios MCAP weighted forward PE is closer to historical levels and closer to infra. #software #stocks" [X Link](https://x.com/SharestepAI/status/2021218968455819278) 2026-02-10T13:45Z [---] followers, [---] engagements "Amongst infrastructure stocks cybersecurity names were the top performers (or at least the least bad performers). Like with application software revenue growth has also been stellar for infra names" [X Link](https://x.com/SharestepAI/status/2021218975787458812) 2026-02-10T13:45Z [---] followers, [--] engagements "Full breakdown of infra vs app software: These AI scans run instantly with @SharestepAI spot off-radar plays before the crowd piles in. Follow for daily AI scans or to run your own in seconds free https://www.sharestep.co/pub/software-sector-comparison-8od3kx https://www.sharestep.co/pub/software-sector-comparison-8od3kx" [X Link](https://x.com/SharestepAI/status/2021218978706624859) 2026-02-10T13:45Z [---] followers, [--] engagements "@FIREDUpWealth I asked Sharestep your question. The answer That old chestnut $RUN. Reasoning" [X Link](https://x.com/SharestepAI/status/2021241449606414436) 2026-02-10T15:14Z [---] followers, [----] engagements "@StockMarketNerd Agree. It's gotten a bit silly. But being fair some valuations have been unreasonable for a while. In all my software scans $ZM keeps showing up as an outlier I have no idea why. It didn't even get hit by the sell-off. Something going on with Zoom" [X Link](https://x.com/SharestepAI/status/2021243762144350713) 2026-02-10T15:24Z [---] followers, [---] engagements "RT @StockMarketNerd: In the future I think were going to look back on these last few months & think man am I immensely grateful that Mr" [X Link](https://x.com/SharestepAI/status/2021244313091428677) 2026-02-10T15:26Z [---] followers, [--] engagements "🚨 AI SCAN: Energy stocks With oil/gas prices at historic lows + sell-off in software and crypto energy stocks have emerged as potential value plays. Top AI picks over [--] month: $VAL +59.1% $LPG +19.5% $EFXT +21.9% $OII +24.1% $VIST +20.4% $DVN +21.6% #Energy #stocks" [X Link](https://x.com/SharestepAI/status/2021331154788393019) 2026-02-10T21:11Z [---] followers, [---] engagements "@jameslavish I'm out of the loop. Can someone summarise in a few bullets the arguments for why bitcoin is or isn't going to zero" [X Link](https://x.com/SharestepAI/status/2021334519249502635) 2026-02-10T21:24Z [---] followers, [---] engagements "@zephyr_z9 Quality will defo improve. But we notice this strange effect where video seems to become less and less like the real world. Recently when watch some old 1990s movie and I'm surprised by how organic and human everything looks" [X Link](https://x.com/SharestepAI/status/2021338347332043071) 2026-02-10T21:39Z [---] followers, [---] engagements "@alexandrosM Totally. Paradoxically in my experience the worst technical task for an LLM is prompt engineering. They really suck at it" [X Link](https://x.com/SharestepAI/status/2021339425045930330) 2026-02-10T21:44Z [---] followers, [--] engagements "@DJ1P2 @jameslavish You could be right about that. I know someone who bought a load of bitcoin when they were worth pennies. Unfortunately he lost the hard drive with the keys. I think those specific bitcoin did get extinguished although I'm not an expert" [X Link](https://x.com/SharestepAI/status/2021348437971947716) 2026-02-10T22:19Z [---] followers, [--] engagements "@TheLongInvest But Apple and Meta are not cloud providers. Meta is a media company high dependence on intelligent media processing AI is a priority. Apple is primarily a consumer hardware company just doesn't need the same kind of capex just now" [X Link](https://x.com/SharestepAI/status/2021582253831176481) 2026-02-11T13:49Z [---] followers, [---] engagements "@oguzerkan Yep lots value in healthcare just now. Here's a healthcare shortlist I ran this morning scanning for strong balance sheet + momentum and decent valuation. Mostly small caps; couple of mid caps. Most of them have PE 20x. Worth a look" [X Link](https://x.com/SharestepAI/status/2021584132837404700) 2026-02-11T13:56Z [---] followers, [---] engagements "RT @SharestepAI: 🚨 AI SCAN: Energy stocks With oil/gas prices at historic lows + sell-off in software and crypto energy stocks have emer" [X Link](https://x.com/SharestepAI/status/2021595814800343315) 2026-02-11T14:42Z [---] followers, [--] engagements "@Mr_Derivatives The decline started not long after OpenAI released voice-mode in ChatGPT. Did this kill Duolingo's moat I'm not an expert on $DUOL" [X Link](https://x.com/SharestepAI/status/2021597151474663437) 2026-02-11T14:48Z [---] followers, [----] engagements "@lazaro_rouco @Mr_Derivatives I agree with you. Computers educating people is a worrying phenomenon. Both my parents were teachers. What are we supposed to do This is what the world is giving us and we accept it" [X Link](https://x.com/SharestepAI/status/2021715486795346193) 2026-02-11T22:38Z [---] followers, [--] engagements "What I find most interesting about this debate is the emotional resonance the replacement of community has with some people. It's quite apparent that some people wish for the replacement of human life as we understand it with some new organism that extracts energy performs physical tasks and so on. In my view this prediction is emotionally misguided and very unlikely. But the more interesting question is why do these people wish for it Why do they wish for their fellow neighbour brother father to disappear Anyway. I'm long human https://twitter.com/i/web/status/2021718175172214906" [X Link](https://x.com/SharestepAI/status/2021718175172214906) 2026-02-11T22:49Z [---] followers, [--] engagements "🚨UTILITIES STOCKS AI scan: Big opportunities in utilities stocks. No sell-off here. These tickers are worth looking into. Utilities pay good dividends and currently trade at a discount. $EIX and $CWEN the biggest gainers recently" [X Link](https://x.com/SharestepAI/status/2021751725099532623) 2026-02-12T01:02Z [---] followers, [---] engagements "For daily AI stock tips follow: @SharestepAI" [X Link](https://x.com/SharestepAI/status/2021755664951923069) 2026-02-12T01:18Z [---] followers, [--] engagements "@LogWeaver Interesting read. One thought though. Take your HR example. What software is being used to screen those resumes Won't it be Workday that will probably implement a friendly "auto resume tracker" feature" [X Link](https://x.com/SharestepAI/status/2021941090853519723) 2026-02-12T13:34Z [---] followers, [---] engagements "🚨 MEMORY STOCKS: [--] BAGGERS Memory stocks are on a tear. $MU and $SNDK have become household names. Bottlenecks on content evaporated with AI. And content needs memory. Two off-radar memory stocks outperformed Micron over [--] year - do you know them #memory #stocks" [X Link](https://x.com/SharestepAI/status/2021949049642135856) 2026-02-12T14:06Z [---] followers, [---] engagements "@JesseCohenInv @michaeljburry I never have the stomach for stocks with forward PE 100x. It's like trying to eat a plate of boiled rice after engorging on a three course meal. No reflection on the company but I can never justify those price levels" [X Link](https://x.com/SharestepAI/status/2021955662063055171) 2026-02-12T14:32Z [---] followers, [---] engagements "@Mr_Derivatives $MSI. Aka that old chestnut Motorola" [X Link](https://x.com/SharestepAI/status/2021992418992959509) 2026-02-12T16:58Z [---] followers, [---] engagements "@ThisBlondeTrade @JesseCohenInv Look this duffis obviously got juiced up by some influencer promoting the stock. He's an insanely irresponsible gambler. But the loan is still predatory and immoral and should be criminal" [X Link](https://x.com/SharestepAI/status/2022020463736893727) 2026-02-12T18:50Z [---] followers, [--] engagements "@dvassallo It's the cool thing rich guys do on podcasts now. pretend you're a superforecaster. I'd love to see a comp of all the ones that were miles off the mark" [X Link](https://x.com/SharestepAI/status/2022039568607064565) 2026-02-12T20:06Z [---] followers, [---] engagements "@StockMarketNerd Weird stuff happening. The other day I was vibe coding and a fully-functioning live bear cub popped out of my computer" [X Link](https://x.com/SharestepAI/status/2022043154766262326) 2026-02-12T20:20Z [---] followers, [--] engagements "@firstadopter I'm not privy to how it looks by revenue stream but have to assume it's largely APIs. LLM APIs don't differentiate well. You can more or less switch with each other. The chart is bullish chips but not very bullish Anthropic IPO" [X Link](https://x.com/SharestepAI/status/2022089269637181802) 2026-02-12T23:23Z [---] followers, [--] engagements "@peterrhague People won't be able to live permanently in these places. It'll be a 3-month on 3-month off type of model similar to the energy industry" [X Link](https://x.com/SharestepAI/status/2022270834732098026) 2026-02-13T11:25Z [---] followers, [---] engagements "@myvaluepicks I think we're approaching the end. Most seat-based SaaS companies are getting into forward PE [--] territory. Average will probably settle 15-20x. A bit further to go but not long. Could dip below fair value for a while" [X Link](https://x.com/SharestepAI/status/2022276337738649994) 2026-02-13T11:47Z [---] followers, [--] engagements "@DKThomp They seem to be dog-whistling investors. "Our OpEx is only going down from here." You can't signal that you're the only one who will have a trad wage bill. If it all turns out different in the end No problem because everyone said the same thing. You weren't the odd one out" [X Link](https://x.com/SharestepAI/status/2022281769685278748) 2026-02-13T12:08Z [---] followers, [----] engagements "@iancassel Wise words. Two approaches: [--] Check social/media signal - validate with data [--] Investigate data signal - validate with social/media Most people do [--]. Alpha is generated with 2" [X Link](https://x.com/SharestepAI/status/2022283517824991588) 2026-02-13T12:15Z [---] followers, [---] engagements "@FakePsyho Great catch. That's pretty dishonest reporting. Seems they're signal-boosting Claude tactically to create problems for their only real competitor in the vertical OpenAI" [X Link](https://x.com/SharestepAI/status/2022288503904588207) 2026-02-13T12:35Z [---] followers, [----] engagements "@saxena_puru The seat-based SaaS cohort doesn't have much further it can fall. Forward PE for seat-based SaaS is about 23.8x and 18.2x excluding Microsoft. It'll settle between 15-20x probably. I think there will be a time spent below intrinsic value" [X Link](https://x.com/SharestepAI/status/2022304132984389752) 2026-02-13T13:37Z [---] followers, [---] engagements "@stevehou I tried vibe coding a spag bol the other. Incredible results 🚀" [X Link](https://x.com/SharestepAI/status/2022397017734160832) 2026-02-13T19:46Z [---] followers, [--] engagements "@bitcloud A more interesting result than it looks like on the surface. How many real-world games are analogous to chess but where you cant clearly see which pieces were taken or who won Games where BS-ing yourself into checkmate with clever language is possible" [X Link](https://x.com/SharestepAI/status/2022609494581350773) 2026-02-14T09:50Z [---] followers, [--] engagements "@DaveShapi Interesting yes but let's be serious. Putting a tuning fork on a scientific looking pseudo-chart is unintelligent. This trend of just inventing charts in your head and asking computer to make them clever does not point to "High Agency" and "AI Mastery"" [X Link](https://x.com/SharestepAI/status/2022624229024502221) 2026-02-14T10:49Z [---] followers, [---] engagements "@Mr_Derivatives Interesting. I wonder how conflicts of interest will be handled. E.g. the LLM tells you stock X is great. Stock X is the one that owns the LLM. And so on" [X Link](https://x.com/SharestepAI/status/2022636578787725774) 2026-02-14T11:38Z [---] followers, [---] engagements "@WealthWatcherCo Short interest up 1% across the market but specifically high in materials (gold/silver/copper) comms and tech. Short interest down in energy financials real estate industrials" [X Link](https://x.com/SharestepAI/status/2020501359771140404) 2026-02-08T14:13Z [---] followers, [----] engagements "@NoLimitGains You make some good points. Note that recently the top [--] in the index are falling while the next [---] are rising. By my estimate the top [--] fell -3.1% over a month while the lower [---] rose by +2.7% (mcap weighted). So the trend you mention seems to be reversing" [X Link](https://x.com/SharestepAI/status/2022279181799690575) 2026-02-13T11:58Z [---] followers, [----] engagements "🚨The stock market IS NOT DOWN Some sectors are roaring ahead: #Energy +15.5% #Materials +8.9% #Staples +8.4% #Utilities +6.5% Rotation underway Forward PEs show energy still cheap at 21.4x vs real estate (49.8x) & comms (41.4x). Top picks in the top sectors (thread)" [X Link](https://x.com/SharestepAI/status/2022807601088516478) 2026-02-14T22:58Z [---] followers, [---] engagements "@StockMKTNewz Yep. For the most part not much further to go. probably will settle at forward PE 15-20x on average" [X Link](https://x.com/SharestepAI/status/2023023953376362957) 2026-02-15T13:17Z [---] followers, [---] engagements "@TaviCosta @RonStoeferle Yep. energy's the sector for the rest of the year. The names below: $OIS $CVE $FTI $INSW and $VAL have been flying and still well-valued. $INSW an oil shipper has low debt ROE 11.4% op margin 33.5% and pays a 4.5% dividend. You heard it here first" [X Link](https://x.com/SharestepAI/status/2023145083197911207) 2026-02-15T21:19Z [---] followers, [---] engagements "🚨 Off-radar growth stocks of the future These small under-the-radar stocks are exploding with growth but odds are you've never heard of them. How I spotted them: A quick scan for 3Q + 3Y consecutive revenue growth ranked by quality valuation and momentum. Big reveal 8/10 are high-tech industrials with a bank and gold miner sneaking in. 1-month gains crushing the market: $MOD +68.2% $POWL +46.6% $ESE +25.3% $IAG +24.2% $CECO +23.3% $IESC +19.9% $DY +19.8% $CLBK +19.8% $MPWR +19.1% $MOG +17.7% Avg PE: 34.5x Forward PE: 18.0x Market's betting big on continued growthand smart investors are" [X Link](https://x.com/SharestepAI/status/2023178695045689642) 2026-02-15T23:32Z [---] followers, [--] engagements "🚨 Quick AI Scan: Ranked all US sectors by 1m gains and trailing & forward PE. Consumer Staples led gains (+12.8%) but Energy crushed valuations while posting +11.9% second-best performer. Undervalued opportunity Here's the full snapshot: #Investing" [X Link](https://x.com/SharestepAI/status/2019752420297875863) 2026-02-06T12:37Z [---] followers, [---] engagements "Zooming in: Follow-up scan on top Energy stocks by fundamentals performance and valuation. $PARR (Par Pacific Holdings) stands out up +8.1% in a week low PE solid ROE amid volatility. Data shows resilience here. Opportunity or value trap" [X Link](https://x.com/SharestepAI/status/2019752423535911129) 2026-02-06T12:37Z [---] followers, [---] engagements "Deep dive on $PARR full AI analysis here: These scans run instantly with @SharestepAI spot off-radar stock plays before headlines hit. Follow for daily tips like this + free custom scans. Give it a try #Stocks #Energy https://www.sharestep.co/pub/par-pacific-assessment-jv4kdm https://www.sharestep.co/pub/par-pacific-assessment-jv4kdm" [X Link](https://x.com/SharestepAI/status/2019752426236961019) 2026-02-06T12:37Z [---] followers, [--] engagements "@TaviCosta Agree with your assessment. Energy stands out as clear value right now. Here's a shortlist I screened for earlier in energy equities (U.S. listed). Names like $VAL and $LPG are looking kind of obvious all-round. Anyway worth a look" [X Link](https://x.com/SharestepAI/status/2021352455636910557) 2026-02-10T22:35Z [---] followers, [---] engagements "@myvaluepicks You could be right. With Salesforce's environment specifically a lot of tickets will just vanish. People will quietly solve the problems for themselves. Human agents will have to deal with a smaller pile of high-intensity tickets. "I stubbed my toe - solve it" etc" [X Link](https://x.com/SharestepAI/status/2022422838041596293) 2026-02-13T21:29Z [---] followers, [---] engagements "@Mr_Derivatives I can't remember where I saw the quote "if you want to conquer a city without war give them divorce and gambling."" [X Link](https://x.com/SharestepAI/status/2022433820029395059) 2026-02-13T22:12Z [---] followers, [---] engagements "@elonmusk @Space_Station Spectacular. I hope to make it up there one day while I'm alive" [X Link](https://x.com/SharestepAI/status/2022822228295844001) 2026-02-14T23:56Z [---] followers, [----] engagements "@EA287 @amitisinvesting Haha I actually didn't notice. [---] forward PE is still a looney bin valuation. Maybe not the criminal ward but still" [X Link](https://x.com/SharestepAI/status/2022829482663350739) 2026-02-15T00:25Z [---] followers, [--] engagements "@BoringBiz_ Agree. You'd be insane to get in on a superstar tech IPO these days. That's not new though been that way for years. I remember $META was in the doldrums for a year after IPO down 30-40% before it picked up the slack" [X Link](https://x.com/SharestepAI/status/2022423839251312807) 2026-02-13T21:33Z [---] followers, [---] engagements "@Mr_Derivatives The magnificent [--] has always been a strange grouping. Lots of different things going on in there. On the whole honestly it looks like a garden. Prices could tumble a bit more (forward PEs into 15-20x) but these are cash machines" [X Link](https://x.com/SharestepAI/status/2022427110196039886) 2026-02-13T21:46Z [---] followers, [---] engagements "🚨 AI SCAN: The Week's Winners After a rollercoaster week in stocks a quick AI scan of the week's winners. Top pick $ESOA: 1W performance: +46.1% Rev. growth: +20.6% Forward PE: 24.1x P/S: 0.4x For daily AI scans follow: @SharestepAI" [X Link](https://x.com/SharestepAI/status/2022438121304916103) 2026-02-13T22:29Z [---] followers, [--] engagements "@KrisPatel99 The frontier models can perform better on benchmarks but it's the bells and whistles that make a product. And of course the compute. Much was made in Google's early years about their clever algorithm but the war they actually won was scaling compute" [X Link](https://x.com/SharestepAI/status/2022448570683830668) 2026-02-13T23:11Z [---] followers, [---] engagements "@TMTLongShort Good observations. It isn't clear that intelligence in the abstract is that valuable at all if it isn't coupled to an amenable physical order. The most intelligent people in the middle ages were priests monks and bishops" [X Link](https://x.com/SharestepAI/status/2022450226406265200) 2026-02-13T23:18Z [---] followers, [---] engagements "@Investingcom Quick AI scan for me shows gold miners as the top [--] picks mortgage investor $AGNC and airline $LTM. Top scoring stock on a composite of quality growth valuation and momentum. Not the trendiest picks in town but the numbers are convincing (go check for yourself)" [X Link](https://x.com/SharestepAI/status/2022747257817239939) 2026-02-14T18:58Z [---] followers, [---] engagements "Energy & materials are on fire just now. But it's not just the gold and silver wave. Strong metrics all round here: $PARR: Diversified energy 1y: +141.7% ROE: 17.8% Forward PE: 12.8x $MOS: Potash miner 1y: +13.3% ROE: 10.1% Forward PE: 12.3x What about staples/utilities" [X Link](https://x.com/SharestepAI/status/2022807605173682248) 2026-02-14T22:58Z [---] followers, [--] engagements "Quality names in staples/utilities too. Outstanding on value and quality: $DOLE: Fruit & veg 1y: +18.2% ROE: 9.9% Forward PE: 10.1x $EIX: Electricity supplier 1y: +38.7% ROE: 15.8% Forward PE: 10.7x It took [--] mins to run this macro scan if you're in the market you can too" [X Link](https://x.com/SharestepAI/status/2022807609099567455) 2026-02-14T22:58Z [---] followers, [--] engagements "@r0ck3t23 Interesting read. It's not clear to me how AIs can stay relevant to human goals without being bottlenecked by those human goals. Those AIs will spiral into nonsense quickly if they're all frazzling with each other in the cables. I'm bearish on agents. Don't think it'll work" [X Link](https://x.com/SharestepAI/status/2022814854864642356) 2026-02-14T23:26Z [---] followers, [---] engagements "@TacticzH $ADBE looks good. Why Adobe I ran a SaaS scan: it ranked #1 on a composite that rewards higher growth + profitability/ROE and penalizes higher valuation multiples. $ADBE combines very high profitability with low forward P/E and moderate P/S versus peers" [X Link](https://x.com/SharestepAI/status/2023026418494668928) 2026-02-15T13:27Z [---] followers, [----] engagements "@elonmusk 100%. And the only way it can do that is if it sees the real world" [X Link](https://x.com/SharestepAI/status/2023042093527261326) 2026-02-15T14:29Z [---] followers, [--] engagements "@FIREDUpWealth Pick group [--]. Ran a quick AI scan. Best valuation of the seven on average forward PE (21.2x) versus 80.0x for Group [--] and 36.6x for Group [--]. Also largest aggregate scale (market cap sum $8.15T) which reduces single-name blowup risk versus the smaller groups. Receipts:" [X Link](https://x.com/SharestepAI/status/2023050375624892618) 2026-02-15T15:02Z [---] followers, [---] engagements "@shanaka86 Good points. I think the Chinese have special highways for their autonomous freight trucks. I'm pretty bullish on Uber too but I don't see self-driving taking off in urban areas in the mid-term" [X Link](https://x.com/SharestepAI/status/2023188462829220050) 2026-02-16T00:11Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@SharestepAI SharestepSharestep posts on X about ai, stocks, in the, growth the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 42.34% stocks #3539 technology brands 17.12% cryptocurrencies 9.01% countries 3.6% social networks 1.8% celebrities 1.8% exchanges 0.9%
Social topic influence ai 22.52%, stocks 18.02%, in the 9.01%, growth #2305, crypto 5.41%, quick 4.5%, pe ratio 4.5%, gold 3.6%, company #476, the most 2.7%
Top accounts mentioned or mentioned by @mrderivatives @investingcom @stockmarketnerd @jessecoheninv @firedupwealth @firstadopter @thelonginvest @henrikzeberg @samsolid57 @stockmktnewz @amitisinvesting @ekwufinance @grindeoptions @buccocapital @jameslavish @dj1p2 @thisblondetrade @peterrhague @myvaluepicks @tavicosta
Top assets mentioned Validity (VAL) Strategy (MSTR) Zoom Video Communications Inc (ZM) Sandisk Corporation (SNDK) Cenovus Energy Inc. (CVE) Bitcoin (BTC) Edison International (EIX) Arrow Electronics, Inc. (ARW) Magnite, Inc. Common Stock (MGNI) Pinterest, Inc. (PINS) Oracle Corporation (ORCL) Palantir Technologies Inc. (PLTR) Alphabet Inc Class A (GOOGL) monday.com Ltd. (MNDY) Workday Inc (WDAY) Now Coin (NOW) Darden Restaurants, Inc. (DRI) RaveDAO (RAVE) Amgen, Inc. (AMGN) Merck & Co., Inc. (MRK) CatCoin (CAT) Walmart, Inc. (WMT) 3M Co (MMM) BILLION•DOLLAR•CAT (BDC) Belden Inc. (BDC) BlackBerry Limited (BB) Twilio, Inc. (TWLO) BounceBit (BB) Autodesk Inc (ADSK) First Solar, Inc. (FSLR) Coinbase Global Inc. (COIN) New Gold Inc. (NGD)
Top posts by engagements in the last [--] hours
"@FIREDUpWealth A few on my radar. One that shows up in AI scans with stellar growth and attractive valuation is $ARW. Mid-cap semiconductor supply chain company (electronic components). Margins are thin but growth is there"
X Link 2026-02-13T12:44Z [---] followers, [---] engagements
"@samsolid57 Interesting. I'm not an expert in Magnite but quickly scanning across adtech $MGNI looks pretty attractive on headline numbers. The only things that look off-putting are the performance and the shorting"
X Link 2026-02-14T20:42Z [---] followers, [---] engagements
"@StockMKTNewz I like the Pinterest brand but they could never get their ad product together. $PINS in my view"
X Link 2026-02-14T21:22Z [---] followers, [----] engagements
"@amitisinvesting Palantir has always been somewhat expensive but nothing like the level it has held since the last election"
X Link 2026-02-14T20:28Z [---] followers, [----] engagements
"@ekwufinance Good chart that. Which central banks are the most committed to gold What's driving yellow-line-go-up I know about China but interesting to understand who else is in the game"
X Link 2026-02-15T12:09Z [---] followers, [---] engagements
"@felixprehn Nice share. But their opinion is discredited by pumping $ORCL. I know they're good friends with the people at Oracle but they should have kept their integrity and been objective. $ORCL is a garbage front company that behaves more like a 1990s Russian miner than a tech stock"
X Link 2026-02-15T17:52Z [---] followers, 40.7K engagements
"@ZaStocks Good point. It depends a lot on the individual stock. "Tech is not a monolith" you could say. For example with $PLTR a lot is riding on the [----] US election. There could be a Palantir president or not. Most software stocks will be darlings again in a year but not all"
X Link 2026-02-15T19:45Z [---] followers, [---] engagements
"@Investingcom I'll guess $MSTR. It's already in single-digit PE territory but I think it can fall harder"
X Link 2026-02-01T21:26Z [---] followers, [---] engagements
"@Investingcom These metals are needed for just about any industry to function. Metal prices can't be left up to wild speculation. It would quickly feed into prices. I'm not surprised in the slightest that this crazy run in metals was shortlived"
X Link 2026-02-02T09:57Z [---] followers, [---] engagements
"@firstadopter It's possible. But the search - Gemini mechanism is quite effective. It seems to me that the user logic is: (1) Google for a quick question that needs an answer (2) ChatGPT for a long discussion on something"
X Link 2026-02-02T15:37Z [---] followers, [----] engagements
"The end of software SaaS stocks are reeling. Across the board pureplay software names have been hammered by markets. "AI is replacing" narratives are doing the rounds. But many are reporting revenue growth of 20-40%. Party over or buy-the-dip"
X Link 2026-02-03T13:23Z [---] followers, [---] engagements
"@firstadopter There is a mechanism by which this exact thing happens: stock buybacks. When companies by their own stock back from the market it boosts their stock price. If they stop the buybacks (using the cash elsewhere) then that support for the stock price is lost"
X Link 2026-02-03T16:49Z [---] followers, [----] engagements
"@JesseCohenInv They were overpriced. $MNDY PE ratio 93x $WDAY 74x $NOW 70x. No big drama. Prices are too high and the market corrects. AI doesn't cancel software. AI itself is software. A few talented people will know how to extract its value and will sell that value as software"
X Link 2026-02-04T12:43Z [---] followers, [---] engagements
"@JesseCohenInv There are exceptions. $BJRI $DRI $RAVE all looking healthy and performing. RAVE up 33% in a year. Are higher quality restaurants with full-service gaining an edge over cheaper roadside fast-food"
X Link 2026-02-04T13:06Z [---] followers, [--] engagements
"@TheLongInvest The sell-off is natural. The expectation was that these companies would double and triple their earning power quickly. That expectation was unrealistic. As of last night average weighted PE ratio in tech was 49x. the correction will continue"
X Link 2026-02-04T20:23Z [---] followers, [----] engagements
"@LukeGromen Highly suspicious. That Anthropic guy has serious Sam Bankman-Fried energy. I won't be surprised if Anthropic ends up on that list of companies that the tech industry is embarrassed to mention going forward. Just vibes"
X Link 2026-02-05T22:09Z [---] followers, [---] engagements
"@Mr_Derivatives PE ratio still 205x. It can easily go sub-$100 and the valuation would still be very generous"
X Link 2026-02-05T22:29Z [---] followers, [----] engagements
"@GlobalMktObserv The stocks are simply overvalued. Average weighted PE ratio is still 44x. there's probably further to go. It's a question of mispricing. Nothing is fundamentally wrong with the companies"
X Link 2026-02-06T13:39Z [---] followers, [---] engagements
"🚨 FAST AI SCAN: Dow Hits 50k Milestone Dow surged past 50k first time ever led by healthcare & industrials (NO TECH in top 5). Rotation in play Top gainers (1w): $AMGN +13.2% $MMM +12.4% $MRK +10.7% $CAT +10.1% $WMT +9.8%. Full table #DowJones #Investing"
X Link 2026-02-07T15:04Z [---] followers, [---] engagements
"@Mr_Derivatives What do they have in common Metals crypto and growth stocks have turned into 'narrative markets'. A memory-less narrative surrounds them nonstop most punters chase the energy and skip the details. Interesting times"
X Link 2026-02-07T15:13Z [---] followers, [---] engagements
"@GrindeOptions Very possible. But I see cyclical rotation as inevitable. The U.S. is attempting an epochal restructuring of its economy into manufacturing and energy and away from 'value add'. By the end of [----] the cool thing to nerd out about will be high-tech manufacturing"
X Link 2026-02-07T15:43Z [---] followers, [---] engagements
"@AndreasSteno Widespread use of LLMs (more than half of working adults by some estimates) should have created immediate and exceptional GDP growth. Why didn't it That paradox doesn't have a name but someone will have to give it one"
X Link 2026-02-07T19:14Z [---] followers, [---] engagements
"@midascabal Agree with the assessment. Not because the business environment has changed but because the stocks are overpriced. Average trailing PE of 44x in tech is just not reasonable. Especially with buybacks losing to capex. I think IT will resettle on mean forward PE 20-25x"
X Link 2026-02-07T21:13Z [---] followers, [---] engagements
"🚨 AI STOCKS SCAN: Next Week's Earnings Quick AI scan of next week's earnings shows interesting off-radar signals. Notable among them is $BDC (Belden Inc) which provides 'connection solutions for data infrastructure'. Last week up +18.7%. Forward PE 14.9x. Opportunity"
X Link 2026-02-07T22:14Z [---] followers, [---] engagements
"@RayDalio Real talk. When the options are cooperation or death cooperation wins by Pascal's assumption"
X Link 2026-02-08T13:42Z [---] followers, [--] engagements
"@Investingcom Mixed"
X Link 2026-02-08T20:14Z [---] followers, [----] engagements
"🚨 SHORT SELLING IN TECH Quick AI scan shows shorts are on the attack with some tech names while retreating from others. $BB (Blackberry) $TWLO (Twilio) and $ADSK (Autodesk) saw upward swings in shares short over the last month (+27-41% increase). What about retreats"
X Link 2026-02-08T20:40Z [---] followers, [---] engagements
"$FSLR (First Solar) $ZM (Zoom) and $SNDK (SanDisk) saw large retreats by shorts which shares short down by 14-19%. Zoom Inc. is relatively unscathed by the recent SaaS sell-off while First Solar has had lacklustre price action over several months"
X Link 2026-02-08T20:40Z [---] followers, [---] engagements
"Full list of short deltas in tech: These AI scans run instantly with @SharestepAI spot off-radar plays before headlines hit. Follow for daily AI scans or for a free trial https://www.sharestep.co/pub/tech-stocks-analysis-tnnuw7 https://www.sharestep.co/pub/tech-stocks-analysis-tnnuw7"
X Link 2026-02-08T20:40Z [---] followers, [--] engagements
"RT @HeroDividend: The Super Bowl halftime show this year should be Warren Buffett setting up a Coinbase account and daytrading crypto for 1"
X Link 2026-02-08T21:14Z [---] followers, [--] engagements
"@Investingcom Picks from a quick AI scan: $GILD $NGD $CVE. All releasing earnings all looking strong on momentum valuation liquidity"
X Link 2026-02-08T21:31Z [---] followers, [---] engagements
"@buccocapital The biggest latent risk is LLMs' propensity for telling people they're brilliant. Q: "why planets they turn round not up" A: "That's a fascinating question that I'm glad you asked. The planets 'turn' because.""
X Link 2026-02-08T21:56Z [---] followers, [----] engagements
"RT @SharestepAI: @buccocapital The biggest latent risk is LLMs' propensity for telling people they're brilliant. Q: "why planets they turn"
X Link 2026-02-09T07:49Z [---] followers, [--] engagements
"@garyblack00 Agree about metals and #crypto. Especially silver and copper nothing fundamentally holding them. I think overvalued growth stocks will settle at new price levels. Anything with forward PE 35x is probably correcting further"
X Link 2026-02-09T12:01Z [---] followers, [---] engagements
"@samsolid57 There was never a chance in hell the U.S. president would appoint an inflation hawk. Was never going to happen. If anything I think Warsh may turn out quite a radical dove but let's see"
X Link 2026-02-09T12:07Z [---] followers, [--] engagements
"🚨 SHORT SELLERS & CRYPTO STOCKS Quick AI scan of short interest in crypto stocks. $ANY (Sphere 3D) $HIVE (Hive Digital) and $RIOT (Riot Blockchain) most affected with short interest up 9-90%. $MSTR and $BTFR saw retreats by shorts. Full scan below"
X Link 2026-02-09T12:24Z [---] followers, [---] engagements
"Full AI scan: These AI scans run instantly with @SharestepAI spot off-radar plays before headlines hit. Follow for daily AI scans or for a free trial https://www.sharestep.co/pub/crypto-stocks-analysis-27y1sc https://www.sharestep.co/pub/crypto-stocks-analysis-27y1sc"
X Link 2026-02-09T12:24Z [---] followers, [--] engagements
"@PeterDiamandis @SpaceX @xai It's definitely an interesting idea. I haven't rabbit-holed the details especially certain risks. E.g. if collisions occur. meteorite impact. how to decommission. I'm sure there's good reading material on this anyone got some"
X Link 2026-02-09T14:25Z [---] followers, [---] engagements
"🚨 JAPAN ETFs: AI SCAN Prompt used: "Put together a list of Japan-focused ETFs with their latest price action. Include 1m/5d performance and headline metrics." $DXJS Japan Hedged SmallCap up +4.4% at latest price - up +19% MTD Opportunity #Japan #stocks Full results"
X Link 2026-02-09T15:21Z [---] followers, [---] engagements
"$DXJS is an outlier among Japan ETFs and has even outperformed leveraged Japan ETF $RAYJ in the month. Stats look solid: it has 3Y Sharpe of [----] and beta [----]. Expense ratio is moderate at 0.6%"
X Link 2026-02-09T15:21Z [---] followers, [--] engagements
"Full list of Japan ETFs: These AI scans run instantly with @SharestepAI spot off-radar plays before the crowd piles in. Follow for daily AI scans or to run your own in seconds free https://www.sharestep.co/pub/japan-etf-performance-l84trz https://www.sharestep.co/pub/japan-etf-performance-l84trz"
X Link 2026-02-09T15:21Z [---] followers, [--] engagements
"@GrindeOptions I certainly agree that you never know with this stock. That PE ratio though. 😅"
X Link 2026-02-09T18:02Z [---] followers, [--] engagements
"@TheLongInvest I think the value just now is in energy. Average forward PE or 21.2x and top performing sector over [--] month. To a lesser degree also consumer staples and materials. Utilities too but that's more of a dividend set than price performance"
X Link 2026-02-09T20:33Z [---] followers, [----] engagements
"@StockMarketNerd It's a great company. It's not a logistics company like $AMZN or $MELI. not really the same kind of business. $EBAY a little better as a comparison. Revenue growth is stellar. Margins are great. Debt is healthy. It's just that valuation 😅"
X Link 2026-02-09T23:12Z [---] followers, [---] engagements
"RT @emollick: So far telling a satisfying and well-written medium-length story has proved far harder for LLMs than mathematical proofs m"
X Link 2026-02-09T23:38Z [---] followers, [--] engagements
"@HenrikZeberg Difficult to understand why. An economy trying to re-industrialise a shrinking able-minded workforce and yet cratering job openings. Odd times these"
X Link 2026-02-10T11:46Z [---] followers, [----] engagements
"@HenrikZeberg You're probably right. The Klarna society"
X Link 2026-02-10T13:03Z [---] followers, [---] engagements
"🚨 APP VS INFRA SOFTWARE STOCKS Is divergence appearing between application and infrastructure software Although application software names show highly inflated PE ratios MCAP weighted forward PE is closer to historical levels and closer to infra. #software #stocks"
X Link 2026-02-10T13:45Z [---] followers, [---] engagements
"Amongst infrastructure stocks cybersecurity names were the top performers (or at least the least bad performers). Like with application software revenue growth has also been stellar for infra names"
X Link 2026-02-10T13:45Z [---] followers, [--] engagements
"Full breakdown of infra vs app software: These AI scans run instantly with @SharestepAI spot off-radar plays before the crowd piles in. Follow for daily AI scans or to run your own in seconds free https://www.sharestep.co/pub/software-sector-comparison-8od3kx https://www.sharestep.co/pub/software-sector-comparison-8od3kx"
X Link 2026-02-10T13:45Z [---] followers, [--] engagements
"@FIREDUpWealth I asked Sharestep your question. The answer That old chestnut $RUN. Reasoning"
X Link 2026-02-10T15:14Z [---] followers, [----] engagements
"@StockMarketNerd Agree. It's gotten a bit silly. But being fair some valuations have been unreasonable for a while. In all my software scans $ZM keeps showing up as an outlier I have no idea why. It didn't even get hit by the sell-off. Something going on with Zoom"
X Link 2026-02-10T15:24Z [---] followers, [---] engagements
"RT @StockMarketNerd: In the future I think were going to look back on these last few months & think man am I immensely grateful that Mr"
X Link 2026-02-10T15:26Z [---] followers, [--] engagements
"🚨 AI SCAN: Energy stocks With oil/gas prices at historic lows + sell-off in software and crypto energy stocks have emerged as potential value plays. Top AI picks over [--] month: $VAL +59.1% $LPG +19.5% $EFXT +21.9% $OII +24.1% $VIST +20.4% $DVN +21.6% #Energy #stocks"
X Link 2026-02-10T21:11Z [---] followers, [---] engagements
"@jameslavish I'm out of the loop. Can someone summarise in a few bullets the arguments for why bitcoin is or isn't going to zero"
X Link 2026-02-10T21:24Z [---] followers, [---] engagements
"@zephyr_z9 Quality will defo improve. But we notice this strange effect where video seems to become less and less like the real world. Recently when watch some old 1990s movie and I'm surprised by how organic and human everything looks"
X Link 2026-02-10T21:39Z [---] followers, [---] engagements
"@alexandrosM Totally. Paradoxically in my experience the worst technical task for an LLM is prompt engineering. They really suck at it"
X Link 2026-02-10T21:44Z [---] followers, [--] engagements
"@DJ1P2 @jameslavish You could be right about that. I know someone who bought a load of bitcoin when they were worth pennies. Unfortunately he lost the hard drive with the keys. I think those specific bitcoin did get extinguished although I'm not an expert"
X Link 2026-02-10T22:19Z [---] followers, [--] engagements
"@TheLongInvest But Apple and Meta are not cloud providers. Meta is a media company high dependence on intelligent media processing AI is a priority. Apple is primarily a consumer hardware company just doesn't need the same kind of capex just now"
X Link 2026-02-11T13:49Z [---] followers, [---] engagements
"@oguzerkan Yep lots value in healthcare just now. Here's a healthcare shortlist I ran this morning scanning for strong balance sheet + momentum and decent valuation. Mostly small caps; couple of mid caps. Most of them have PE 20x. Worth a look"
X Link 2026-02-11T13:56Z [---] followers, [---] engagements
"RT @SharestepAI: 🚨 AI SCAN: Energy stocks With oil/gas prices at historic lows + sell-off in software and crypto energy stocks have emer"
X Link 2026-02-11T14:42Z [---] followers, [--] engagements
"@Mr_Derivatives The decline started not long after OpenAI released voice-mode in ChatGPT. Did this kill Duolingo's moat I'm not an expert on $DUOL"
X Link 2026-02-11T14:48Z [---] followers, [----] engagements
"@lazaro_rouco @Mr_Derivatives I agree with you. Computers educating people is a worrying phenomenon. Both my parents were teachers. What are we supposed to do This is what the world is giving us and we accept it"
X Link 2026-02-11T22:38Z [---] followers, [--] engagements
"What I find most interesting about this debate is the emotional resonance the replacement of community has with some people. It's quite apparent that some people wish for the replacement of human life as we understand it with some new organism that extracts energy performs physical tasks and so on. In my view this prediction is emotionally misguided and very unlikely. But the more interesting question is why do these people wish for it Why do they wish for their fellow neighbour brother father to disappear Anyway. I'm long human https://twitter.com/i/web/status/2021718175172214906"
X Link 2026-02-11T22:49Z [---] followers, [--] engagements
"🚨UTILITIES STOCKS AI scan: Big opportunities in utilities stocks. No sell-off here. These tickers are worth looking into. Utilities pay good dividends and currently trade at a discount. $EIX and $CWEN the biggest gainers recently"
X Link 2026-02-12T01:02Z [---] followers, [---] engagements
"For daily AI stock tips follow: @SharestepAI"
X Link 2026-02-12T01:18Z [---] followers, [--] engagements
"@LogWeaver Interesting read. One thought though. Take your HR example. What software is being used to screen those resumes Won't it be Workday that will probably implement a friendly "auto resume tracker" feature"
X Link 2026-02-12T13:34Z [---] followers, [---] engagements
"🚨 MEMORY STOCKS: [--] BAGGERS Memory stocks are on a tear. $MU and $SNDK have become household names. Bottlenecks on content evaporated with AI. And content needs memory. Two off-radar memory stocks outperformed Micron over [--] year - do you know them #memory #stocks"
X Link 2026-02-12T14:06Z [---] followers, [---] engagements
"@JesseCohenInv @michaeljburry I never have the stomach for stocks with forward PE 100x. It's like trying to eat a plate of boiled rice after engorging on a three course meal. No reflection on the company but I can never justify those price levels"
X Link 2026-02-12T14:32Z [---] followers, [---] engagements
"@Mr_Derivatives $MSI. Aka that old chestnut Motorola"
X Link 2026-02-12T16:58Z [---] followers, [---] engagements
"@ThisBlondeTrade @JesseCohenInv Look this duffis obviously got juiced up by some influencer promoting the stock. He's an insanely irresponsible gambler. But the loan is still predatory and immoral and should be criminal"
X Link 2026-02-12T18:50Z [---] followers, [--] engagements
"@dvassallo It's the cool thing rich guys do on podcasts now. pretend you're a superforecaster. I'd love to see a comp of all the ones that were miles off the mark"
X Link 2026-02-12T20:06Z [---] followers, [---] engagements
"@StockMarketNerd Weird stuff happening. The other day I was vibe coding and a fully-functioning live bear cub popped out of my computer"
X Link 2026-02-12T20:20Z [---] followers, [--] engagements
"@firstadopter I'm not privy to how it looks by revenue stream but have to assume it's largely APIs. LLM APIs don't differentiate well. You can more or less switch with each other. The chart is bullish chips but not very bullish Anthropic IPO"
X Link 2026-02-12T23:23Z [---] followers, [--] engagements
"@peterrhague People won't be able to live permanently in these places. It'll be a 3-month on 3-month off type of model similar to the energy industry"
X Link 2026-02-13T11:25Z [---] followers, [---] engagements
"@myvaluepicks I think we're approaching the end. Most seat-based SaaS companies are getting into forward PE [--] territory. Average will probably settle 15-20x. A bit further to go but not long. Could dip below fair value for a while"
X Link 2026-02-13T11:47Z [---] followers, [--] engagements
"@DKThomp They seem to be dog-whistling investors. "Our OpEx is only going down from here." You can't signal that you're the only one who will have a trad wage bill. If it all turns out different in the end No problem because everyone said the same thing. You weren't the odd one out"
X Link 2026-02-13T12:08Z [---] followers, [----] engagements
"@iancassel Wise words. Two approaches: [--] Check social/media signal - validate with data [--] Investigate data signal - validate with social/media Most people do [--]. Alpha is generated with 2"
X Link 2026-02-13T12:15Z [---] followers, [---] engagements
"@FakePsyho Great catch. That's pretty dishonest reporting. Seems they're signal-boosting Claude tactically to create problems for their only real competitor in the vertical OpenAI"
X Link 2026-02-13T12:35Z [---] followers, [----] engagements
"@saxena_puru The seat-based SaaS cohort doesn't have much further it can fall. Forward PE for seat-based SaaS is about 23.8x and 18.2x excluding Microsoft. It'll settle between 15-20x probably. I think there will be a time spent below intrinsic value"
X Link 2026-02-13T13:37Z [---] followers, [---] engagements
"@stevehou I tried vibe coding a spag bol the other. Incredible results 🚀"
X Link 2026-02-13T19:46Z [---] followers, [--] engagements
"@bitcloud A more interesting result than it looks like on the surface. How many real-world games are analogous to chess but where you cant clearly see which pieces were taken or who won Games where BS-ing yourself into checkmate with clever language is possible"
X Link 2026-02-14T09:50Z [---] followers, [--] engagements
"@DaveShapi Interesting yes but let's be serious. Putting a tuning fork on a scientific looking pseudo-chart is unintelligent. This trend of just inventing charts in your head and asking computer to make them clever does not point to "High Agency" and "AI Mastery""
X Link 2026-02-14T10:49Z [---] followers, [---] engagements
"@Mr_Derivatives Interesting. I wonder how conflicts of interest will be handled. E.g. the LLM tells you stock X is great. Stock X is the one that owns the LLM. And so on"
X Link 2026-02-14T11:38Z [---] followers, [---] engagements
"@WealthWatcherCo Short interest up 1% across the market but specifically high in materials (gold/silver/copper) comms and tech. Short interest down in energy financials real estate industrials"
X Link 2026-02-08T14:13Z [---] followers, [----] engagements
"@NoLimitGains You make some good points. Note that recently the top [--] in the index are falling while the next [---] are rising. By my estimate the top [--] fell -3.1% over a month while the lower [---] rose by +2.7% (mcap weighted). So the trend you mention seems to be reversing"
X Link 2026-02-13T11:58Z [---] followers, [----] engagements
"🚨The stock market IS NOT DOWN Some sectors are roaring ahead: #Energy +15.5% #Materials +8.9% #Staples +8.4% #Utilities +6.5% Rotation underway Forward PEs show energy still cheap at 21.4x vs real estate (49.8x) & comms (41.4x). Top picks in the top sectors (thread)"
X Link 2026-02-14T22:58Z [---] followers, [---] engagements
"@StockMKTNewz Yep. For the most part not much further to go. probably will settle at forward PE 15-20x on average"
X Link 2026-02-15T13:17Z [---] followers, [---] engagements
"@TaviCosta @RonStoeferle Yep. energy's the sector for the rest of the year. The names below: $OIS $CVE $FTI $INSW and $VAL have been flying and still well-valued. $INSW an oil shipper has low debt ROE 11.4% op margin 33.5% and pays a 4.5% dividend. You heard it here first"
X Link 2026-02-15T21:19Z [---] followers, [---] engagements
"🚨 Off-radar growth stocks of the future These small under-the-radar stocks are exploding with growth but odds are you've never heard of them. How I spotted them: A quick scan for 3Q + 3Y consecutive revenue growth ranked by quality valuation and momentum. Big reveal 8/10 are high-tech industrials with a bank and gold miner sneaking in. 1-month gains crushing the market: $MOD +68.2% $POWL +46.6% $ESE +25.3% $IAG +24.2% $CECO +23.3% $IESC +19.9% $DY +19.8% $CLBK +19.8% $MPWR +19.1% $MOG +17.7% Avg PE: 34.5x Forward PE: 18.0x Market's betting big on continued growthand smart investors are"
X Link 2026-02-15T23:32Z [---] followers, [--] engagements
"🚨 Quick AI Scan: Ranked all US sectors by 1m gains and trailing & forward PE. Consumer Staples led gains (+12.8%) but Energy crushed valuations while posting +11.9% second-best performer. Undervalued opportunity Here's the full snapshot: #Investing"
X Link 2026-02-06T12:37Z [---] followers, [---] engagements
"Zooming in: Follow-up scan on top Energy stocks by fundamentals performance and valuation. $PARR (Par Pacific Holdings) stands out up +8.1% in a week low PE solid ROE amid volatility. Data shows resilience here. Opportunity or value trap"
X Link 2026-02-06T12:37Z [---] followers, [---] engagements
"Deep dive on $PARR full AI analysis here: These scans run instantly with @SharestepAI spot off-radar stock plays before headlines hit. Follow for daily tips like this + free custom scans. Give it a try #Stocks #Energy https://www.sharestep.co/pub/par-pacific-assessment-jv4kdm https://www.sharestep.co/pub/par-pacific-assessment-jv4kdm"
X Link 2026-02-06T12:37Z [---] followers, [--] engagements
"@TaviCosta Agree with your assessment. Energy stands out as clear value right now. Here's a shortlist I screened for earlier in energy equities (U.S. listed). Names like $VAL and $LPG are looking kind of obvious all-round. Anyway worth a look"
X Link 2026-02-10T22:35Z [---] followers, [---] engagements
"@myvaluepicks You could be right. With Salesforce's environment specifically a lot of tickets will just vanish. People will quietly solve the problems for themselves. Human agents will have to deal with a smaller pile of high-intensity tickets. "I stubbed my toe - solve it" etc"
X Link 2026-02-13T21:29Z [---] followers, [---] engagements
"@Mr_Derivatives I can't remember where I saw the quote "if you want to conquer a city without war give them divorce and gambling.""
X Link 2026-02-13T22:12Z [---] followers, [---] engagements
"@elonmusk @Space_Station Spectacular. I hope to make it up there one day while I'm alive"
X Link 2026-02-14T23:56Z [---] followers, [----] engagements
"@EA287 @amitisinvesting Haha I actually didn't notice. [---] forward PE is still a looney bin valuation. Maybe not the criminal ward but still"
X Link 2026-02-15T00:25Z [---] followers, [--] engagements
"@BoringBiz_ Agree. You'd be insane to get in on a superstar tech IPO these days. That's not new though been that way for years. I remember $META was in the doldrums for a year after IPO down 30-40% before it picked up the slack"
X Link 2026-02-13T21:33Z [---] followers, [---] engagements
"@Mr_Derivatives The magnificent [--] has always been a strange grouping. Lots of different things going on in there. On the whole honestly it looks like a garden. Prices could tumble a bit more (forward PEs into 15-20x) but these are cash machines"
X Link 2026-02-13T21:46Z [---] followers, [---] engagements
"🚨 AI SCAN: The Week's Winners After a rollercoaster week in stocks a quick AI scan of the week's winners. Top pick $ESOA: 1W performance: +46.1% Rev. growth: +20.6% Forward PE: 24.1x P/S: 0.4x For daily AI scans follow: @SharestepAI"
X Link 2026-02-13T22:29Z [---] followers, [--] engagements
"@KrisPatel99 The frontier models can perform better on benchmarks but it's the bells and whistles that make a product. And of course the compute. Much was made in Google's early years about their clever algorithm but the war they actually won was scaling compute"
X Link 2026-02-13T23:11Z [---] followers, [---] engagements
"@TMTLongShort Good observations. It isn't clear that intelligence in the abstract is that valuable at all if it isn't coupled to an amenable physical order. The most intelligent people in the middle ages were priests monks and bishops"
X Link 2026-02-13T23:18Z [---] followers, [---] engagements
"@Investingcom Quick AI scan for me shows gold miners as the top [--] picks mortgage investor $AGNC and airline $LTM. Top scoring stock on a composite of quality growth valuation and momentum. Not the trendiest picks in town but the numbers are convincing (go check for yourself)"
X Link 2026-02-14T18:58Z [---] followers, [---] engagements
"Energy & materials are on fire just now. But it's not just the gold and silver wave. Strong metrics all round here: $PARR: Diversified energy 1y: +141.7% ROE: 17.8% Forward PE: 12.8x $MOS: Potash miner 1y: +13.3% ROE: 10.1% Forward PE: 12.3x What about staples/utilities"
X Link 2026-02-14T22:58Z [---] followers, [--] engagements
"Quality names in staples/utilities too. Outstanding on value and quality: $DOLE: Fruit & veg 1y: +18.2% ROE: 9.9% Forward PE: 10.1x $EIX: Electricity supplier 1y: +38.7% ROE: 15.8% Forward PE: 10.7x It took [--] mins to run this macro scan if you're in the market you can too"
X Link 2026-02-14T22:58Z [---] followers, [--] engagements
"@r0ck3t23 Interesting read. It's not clear to me how AIs can stay relevant to human goals without being bottlenecked by those human goals. Those AIs will spiral into nonsense quickly if they're all frazzling with each other in the cables. I'm bearish on agents. Don't think it'll work"
X Link 2026-02-14T23:26Z [---] followers, [---] engagements
"@TacticzH $ADBE looks good. Why Adobe I ran a SaaS scan: it ranked #1 on a composite that rewards higher growth + profitability/ROE and penalizes higher valuation multiples. $ADBE combines very high profitability with low forward P/E and moderate P/S versus peers"
X Link 2026-02-15T13:27Z [---] followers, [----] engagements
"@elonmusk 100%. And the only way it can do that is if it sees the real world"
X Link 2026-02-15T14:29Z [---] followers, [--] engagements
"@FIREDUpWealth Pick group [--]. Ran a quick AI scan. Best valuation of the seven on average forward PE (21.2x) versus 80.0x for Group [--] and 36.6x for Group [--]. Also largest aggregate scale (market cap sum $8.15T) which reduces single-name blowup risk versus the smaller groups. Receipts:"
X Link 2026-02-15T15:02Z [---] followers, [---] engagements
"@shanaka86 Good points. I think the Chinese have special highways for their autonomous freight trucks. I'm pretty bullish on Uber too but I don't see self-driving taking off in urban areas in the mid-term"
X Link 2026-02-16T00:11Z [---] followers, [--] engagements
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