#  @SpicyOffiziell Spicy Spicy posts on X about ai, bitcoin, $pypl, $msft the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1607795483501633537/interactions)  - [--] Week [-----] -62% - [--] Month [------] +45,974% - [--] Months [------] +85,945% - [--] Year [------] +38,187% ### Mentions: [--] [#](/creator/twitter::1607795483501633537/posts_active)  - [--] Month [--] +3,000% - [--] Months [--] +7,600% - [--] Year [--] +609% ### Followers: [---] [#](/creator/twitter::1607795483501633537/followers)  - [--] Week [---] +7.20% - [--] Month [---] +113% - [--] Months [---] +143% ### CreatorRank: [---------] [#](/creator/twitter::1607795483501633537/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [currencies](/list/currencies) [countries](/list/countries) [automotive brands](/list/automotive-brands) [products](/list/products) [exchanges](/list/exchanges) **Social topic influence** [ai](/topic/ai), [bitcoin](/topic/bitcoin) #7100, [$pypl](/topic/$pypl) #1963, [$msft](/topic/$msft), [strong](/topic/strong), [microsoft](/topic/microsoft), [$googl](/topic/$googl), [$eth](/topic/$eth), [open ai](/topic/open-ai), [ethereum](/topic/ethereum) **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@watcherguru](/creator/undefined) [@ichlerne2](/creator/undefined) [@fundstrat](/creator/undefined) [@openai](/creator/undefined) [@stephiscrypto](/creator/undefined) [@coinbureau](/creator/undefined) [@stockmktnewz](/creator/undefined) [@kobeissiletter](/creator/undefined) [@financepotentia](/creator/undefined) [@apple](/creator/undefined) [@paypal](/creator/undefined) [@intocryptoverse](/creator/undefined) [@cryptohoenix](/creator/undefined) [@ishfaaqpeerally](/creator/undefined) [@qualityinvest5](/creator/undefined) [@dbtouch](/creator/undefined) [@polymarket](/creator/undefined) [@blknoiz06](/creator/undefined) [@altcoindaily](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Ethereum (ETH)](/topic/$eth) [Mastercard, Inc. (MA)](/topic/$ma) [T-Mobile (TMUS)](/topic/$tmus) [Hershey Co (HSY)](/topic/$hsy) [Duolingo, Inc. (DUOL)](/topic/$duol) [BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Plug Power, Inc. (PLUG)](/topic/$plug) [Strategy (MSTR)](/topic/$mstr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [UnitedHealth Group (UNH)](/topic/$unh) ### Top Social Posts Top posts by engagements in the last [--] hours "Neues Video ist online Wir werfen einen Blick auf #PayPal - von Quartalszahlen bis zum eigenen #Stablecoin.🚀💰 Welche Chancen siehst du fr PayPal Lasst es mich in den Kommentaren wissen #Aktien $pypl $aapl $v $ma $adyen 👉Link:" [X Link](https://x.com/SpicyOffiziell/status/1699813226177790348) 2023-09-07T15:53Z [--] followers, [---] engagements "#paypal could easily stop the sell-off by investing a small portion of its cash flow in #bitcoin instead of share buybacks. $PYPL knnte den Abverkauf ganz einfach stoppen in dem man einen kleinen Teil des Cashflows in $BTC anstatt in Aktienrckkufe investieren wrde" [X Link](https://x.com/SpicyOffiziell/status/1717251757955264554) 2023-10-25T18:48Z [--] followers, [--] engagements "#Evolution AB: - 40% des Umsatzes in regulierten Mrkten - Cash: 81332M - Verbindlichkeiten insgesamt: 925M -- Schuldenfrei - Dividendenpolitik: 50% des Gewinns - 400M Aktienrckkauf bis HV [----] - gnstige Bewertung YT-Video: #Aktien $evo" [X Link](https://x.com/SpicyOffiziell/status/1739995294006149546) 2023-12-27T13:03Z [--] followers, [--] engagements "Neues Video ist online Swarenriese VERLIERT 30% an Brsenwert THE HERSHEY COMPANY 🍫 Was haltet Ihr von The Hershey Company Lasst es mich in den Kommentaren wissen $HSY $MDLZ $NESN $K $KHC #Aktien #Brse 👇👇👇👇👇👇👇👇👇👇👇👇" [X Link](https://x.com/SpicyOffiziell/status/1743301568554799311) 2024-01-05T16:00Z [--] followers, [--] engagements "#TheHersheyCompany: - Abwrtstrend seit [--] Wochen mit -30% - einer der grten Swaren-Hersteller der Welt - Konkurrenten: Nestle Mondelez Ferrero Lindt - Umsatzwachstum 7% (4% durch Preiserhhungen & 3% durch Volumen) YT-Video: #Aktien $HSY" [X Link](https://x.com/SpicyOffiziell/status/1743309109447794889) 2024-01-05T16:30Z [--] followers, [--] engagements "#TheHersheyCompany: - Expansion im Salty Snacks Markt mit SkinnyPop und Dot's - "Salty Snacks"-Markt wchst zweistellig - Verbesserung der Brutto-Marge um 3% bis '26 - Langfristig die besten Margen im Vergleich zum Wettbewerb YT-Video: #Aktien $HSY" [X Link](https://x.com/SpicyOffiziell/status/1743309689230631034) 2024-01-05T16:33Z [--] followers, [--] engagements "#TheHersheyCompany: - Adj. EPS konnte um 123% p.a. von '17 bis '22 von $476 auf $8.52 gesteigert werden - OCF konnte um 133% p.a. von '17 auf '22 von $12B auf $23B gesteigert werden - 87% mehr Dividende p.a. von '17 bis '22 YT-Video: #Aktien $HSY" [X Link](https://x.com/SpicyOffiziell/status/1743310366728167676) 2024-01-05T16:35Z [--] followers, [--] engagements "#TheHersheyCompany: - Umsatzwachstum: 11% - Gewinn vor Steuer um 38% verbessert - Bruttomarge von 406% auf 449% - Operative Marge von 204% auf 243% - Nettomarge von 146% auf 171% - Cash: $470M - Debt: $5B YT-Video: #Aktien $HSY" [X Link](https://x.com/SpicyOffiziell/status/1743310920833487340) 2024-01-05T16:38Z [--] followers, [--] engagements "#TheHersheyCompany: - Dividende seit [----] - wurde [----] und [----] nicht gesenkt - KGV bei [--] (historisch gnstig) - KUV bei [--] (auf dem Stand von 2020) - KBV bei [--] (auf dem Stand von 2011) - KCV bei [--] (auf dem Stand von 2021) YT-Video: #Aktien $HSY" [X Link](https://x.com/anyuser/status/1743311529506705752) 2024-01-05T16:40Z [--] followers, [--] engagements "#TheHersheyCompany: - [--] Analystenschtzungen mit durchschnittlichem Kursziel von $21149 - Potenzial zum aktuellen Aktienkurs von 10-15% - berwiegend Halte-Empfehlungen - hchstes Kursziel: $248 - niedrigstes Kursziel: $180 YT-Video: #Aktien $HSY" [X Link](https://x.com/anyuser/status/1743311921317556405) 2024-01-05T16:42Z [--] followers, [--] engagements "#TheHersheyCompany: - Kakao-Preis massiv am steigen aufgrund schlechter Ernten in der Elfenbeinkste und Ghana (machen zusammen 60% des Angebots aus) - Zuckerpreis ebenfalls stark am steigen - Produktionskosten knnten steigen YT-Video: #Aktien $HSY" [X Link](https://x.com/SpicyOffiziell/status/1743312211479507229) 2024-01-05T16:43Z [--] followers, [--] engagements "Jack Dorsey gab gestern bekannt dass man jeden Monat Bitcoin kaufen werde mit 10% des Bruttogewinns aus Bitcoin Produkten. Bereits Ende Oktober hatte ich geschrieben dass PayPal statt Aktienrckkufe lieber Bitcoin kaufen solle. $SQ $PYPL $ADYEN" [X Link](https://x.com/SpicyOffiziell/status/1786387737534492740) 2024-05-03T13:30Z [--] followers, [--] engagements "Laut den Medien hat @Apple eine Partnerschaft mit @OpenAI abgeschlossen um die Knstliche Intelligenz in die neusten iPhone Modelle zu integrieren. Ob das in die selbe Richtung geht wie das Google die Standard-Suchmaschine von Safari ist🤔 $MSFT $AAPL" [X Link](https://x.com/SpicyOffiziell/status/1789281820418179458) 2024-05-11T13:10Z [--] followers, [--] engagements "Spannende Analyse zu @PayPal $PYPL Der Markt geht davon aus dass PayPal ber die nchsten [--] Jahre 0% Umsatzwachstum haben wird.🤯 Meine Prognose: 5% revenue CAGR - $87 fair value ✅ 10% revenue CAGR - $124 fair value ✅ https://x.com/em013L/status/1788930512980963653 $PYPL PayPal has the SIMPLEST and most POWERFUL investment thesis for me. The stock is trading as if the market expects the company to grow at 0% for the coming [--] years. To put it simply if PayPal has ANY growth the coming [--] years then it is currently undervalued. I https://t.co/U30yJDOfe2" [X Link](https://x.com/SpicyOffiziell/status/1790010355818906037) 2024-05-13T13:25Z [--] followers, [---] engagements "Also langsam wird #KI selbst mir unheimlich. 🤯 Unfassbar was @OpenAI da auf die Beine stellt. Umso mehr freut es mich Anteile an #Microsoft zu haben. Die Beteiligung an OpenAI war eines der schlausten Entscheidungen von Microsoft $MSFT https://x.com/OpenAI/status/1790072174117613963 Say hello to GPT-4o our new flagship model which can reason across audio vision and text in real time: https://t.co/MYHZB79UqN Text and image input rolling out today in API and ChatGPT with voice and video in the coming weeks. https://t.co/uuthKZyzYx https://x.com/OpenAI/status/1790072174117613963 Say hello to" [X Link](https://x.com/SpicyOffiziell/status/1790085707890831696) 2024-05-13T18:24Z [--] followers, [--] engagements "🚀 Was wird in den nchsten [---] Jahren den grten Umsatzschub oder Kosten-Crash bringen 🔁 ENGLISH: What will drive the biggest revenue boost or cost collapse in the next [---] years 👇 Vote & comment #AI #Robotics #Tech #FSD #Quantum $tsla $msft $amzn $goog 🤖 Roboter / Robots 🚗 Full-Self Driving ⚛ Quantum Computing 🧠 KI / AI 🤖 Roboter / Robots 🚗 Full-Self Driving ⚛ Quantum Computing 🧠 KI / AI" [X Link](https://x.com/SpicyOffiziell/status/1948050335039193218) 2025-07-23T15:59Z [--] followers, [--] engagements "If your portfolio doesnt have Duolingo $duol & UnitedHealth $unh right now X will make you feel like youre doing it all wrong. 🦉💊 Maybe thats the real red flag. 🚩" [X Link](https://x.com/SpicyOffiziell/status/1961853662768116199) 2025-08-30T18:08Z [--] followers, [--] engagements "Every crypto investor at 3am:" [X Link](https://x.com/SpicyOffiziell/status/1961857353495543982) 2025-08-30T18:23Z [--] followers, [--] engagements "The next Bitcoin $btc bear market wont be about inflation or interest rates. It will be about: ⚛ Quantum Computing 📉 ETF outflows 💥 A potential MicroStrategy $mstr blow-up Let that sink in" [X Link](https://x.com/SpicyOffiziell/status/1962082784261853495) 2025-08-31T09:19Z [--] followers, [--] engagements "Ist das bei Alphabet nicht ein perfektes Megafon-Pattern 📢🤔 🔁 ENGLISH: Isnt this the perfect megaphone chart pattern forming on Alphabet 📢👀 $goog $googl" [X Link](https://x.com/SpicyOffiziell/status/1962599144750452995) 2025-09-01T19:31Z [--] followers, [---] engagements "🍏 Apple AirPods can now live translate. 🤯 Ill say it publicly: Joseph Carlsons Duolingo investment will prove to be a mistake short mid & long term especially vs. S&P [---] or Big Tech returns. 📉 $duol $aapl New Duolingo bear case just dropped. Apple announces AirPods with live language translation. $AAPL $DUOL https://t.co/5r1Efy0NQY New Duolingo bear case just dropped. Apple announces AirPods with live language translation. $AAPL $DUOL https://t.co/5r1Efy0NQY" [X Link](https://x.com/anyuser/status/1965478656630980794) 2025-09-09T18:13Z [---] followers, [---] engagements "Reading the comments under this tweet just makes you facepalm. 🤦♂ If this is the current sentiment on PayPal Ill definitely keep buying. 📈 How do people even come up with the idea that PayPals SBC buybacks 😂😂 $pypl #PayPal $PYPL Now under $63B market cap Less than 10x FCF 10% buyback yield 17% EPS growth Deep value $PYPL Now under $63B market cap Less than 10x FCF 10% buyback yield 17% EPS growth Deep value" [X Link](https://x.com/SpicyOffiziell/status/1966132837003964890) 2025-09-11T13:32Z [--] followers, [---] engagements "Next bear market = Bitcoin accumulation phase. $btc" [X Link](https://x.com/SpicyOffiziell/status/1976363976339620101) 2025-10-09T19:07Z [--] followers, [--] engagements "Hopefully Ethereum $eth drops more until Monday so i can buy more $bmnr" [X Link](https://x.com/SpicyOffiziell/status/1976758470914326609) 2025-10-10T21:15Z [--] followers, [---] engagements "@intocryptoverse So all in Bitmine and Ethereum $eth $bmnr" [X Link](https://x.com/SpicyOffiziell/status/1976759046586712393) 2025-10-10T21:17Z [--] followers, [---] engagements "Binance is pissing me off. $bnb $eth $btc 🚨BREAKING BINANCE JUST STARTED DUMPING MILLIONS IN $BTC & $ETH TO LIQUIDATE LONGS. THE SAME MANIPULATION OVER AND OVER AGAIN https://t.co/ndlg9pITBa 🚨BREAKING BINANCE JUST STARTED DUMPING MILLIONS IN $BTC & $ETH TO LIQUIDATE LONGS. THE SAME MANIPULATION OVER AND OVER AGAIN https://t.co/ndlg9pITBa" [X Link](https://x.com/SpicyOffiziell/status/1977145438714446033) 2025-10-11T22:53Z [--] followers, [--] engagements "Please let it happen. $ETH Imagine if this plays out 👀 $ETH https://t.co/VExuudLPza Imagine if this plays out 👀 $ETH https://t.co/VExuudLPza" [X Link](https://x.com/SpicyOffiziell/status/1983859835918807440) 2025-10-30T11:33Z [--] followers, [--] engagements "I just sold my whole Microstrategy position. $mstr $btc" [X Link](https://x.com/SpicyOffiziell/status/1987997509440983448) 2025-11-10T21:35Z [--] followers, [---] engagements "Den Start des Brenmarktes.👀 $btc $mstr $eth $bmnr #Bitcoin" [X Link](https://x.com/SpicyOffiziell/status/1989044941763539392) 2025-11-13T18:57Z [--] followers, [--] engagements "@Crypto_hoenix @fundstrat And its no longer just dilution at a premium to NAV. Shares are being issued at 1x NAV or even below. If Tom Lee is that confident the stock will re-rate massively why not raise capital from institutions at $100+ per share instead @fundstrat $eth #Ethereum $bmnr" [X Link](https://x.com/SpicyOffiziell/status/2007790658103259378) 2026-01-04T12:26Z [--] followers, [--] engagements "@IshfaaqPeerally @QualityInvest5 Even if fewer credit cards get issued people still have to pay for things. Those payments just shift to debit wallets BNPL PayPal Apple Pay etc - and almost all of those still run on Visa/Mastercard rails. It hurts the banks lending business not the payment networks" [X Link](https://x.com/SpicyOffiziell/status/2010024772940583258) 2026-01-10T16:23Z [--] followers, [--] engagements "Unpopular opinion: Instagram is more shit than LinkedIn. 🚨Cyber Alert - Instagram breach exposes data of [----] million accounts A major security breach affecting Instagram was discovered this week by Malwarebytes revealing that [----] million user accounts were compromised. The stolen data includes usernames email addresses phone https://t.co/4DrtPgXqm5 🚨Cyber Alert - Instagram breach exposes data of [----] million accounts A major security breach affecting Instagram was discovered this week by Malwarebytes revealing that [----] million user accounts were compromised. The stolen data includes" [X Link](https://x.com/SpicyOffiziell/status/2012626990654717954) 2026-01-17T20:44Z [--] followers, [--] engagements "Im skeptical about OpenAI moving toward ads. Theyre no longer the #1 AI nor do they have the strongest user growth. Adding ads risks pushing users to alternatives like Gemini. The move makes sense given the cash burn but Google simply has the longer runway. $goog $msft 🚨CHATGPT ADS ARENT BAD FOR GOOGLE Gene Munster says Google is positioned to do well in [----] calling it a rare case where OpenAI and Google can both emerge as winners. One of the most interesting tech storylines ahead. https://t.co/bbptFtEBIP 🚨CHATGPT ADS ARENT BAD FOR GOOGLE Gene Munster says Google is positioned to do well" [X Link](https://x.com/SpicyOffiziell/status/2012630987532837296) 2026-01-17T20:59Z [--] followers, [---] engagements "@dbtouch Agreed. Microsoft is indirectly bleeding cash here as well which likely explains why theyre also exploring partnerships beyond OpenAI like Anthropic or Grok. Hedging their AI exposure makes sense when burn rates are this high and leadership isnt as clear anymore" [X Link](https://x.com/SpicyOffiziell/status/2012828621266632959) 2026-01-18T10:05Z [--] followers, [--] engagements "If thats the ambition buying PayPal $PYPL wouldnt be far-fetched at all. Musk was one of the original founders PayPal already has global payment rails deep regulatory relationships and massive consumer trust. Instead of rebuilding everything from scratch hed save years of work by acquiring an infrastructure that already works at scale. Elon Musk says X could become half of the global financial system if done right. https://t.co/7ds709biO2 Elon Musk says X could become half of the global financial system if done right. https://t.co/7ds709biO2" [X Link](https://x.com/SpicyOffiziell/status/2012964319101685815) 2026-01-18T19:04Z [--] followers, [---] engagements "The deal itself isnt necessarily bad. The issue is that the objective isnt clear. How does Beast Industries actually tie into ETH or Bitmine And this is still a bet centered on one individual. Better communication couldve avoided a lot of confusion. $BMNR $ETH $BMNR + Mr. BEAST Deal is wildly misunderstood. Lots of "influencers + experts" trigger finger panic sold bottom on headlines. Here is how I see it: @fundstrat got in on Private round access into the biggest MEDIA company on earth. Backed early by top VCs (Social Capital etc) $BMNR + Mr. BEAST Deal is wildly misunderstood. Lots of" [X Link](https://x.com/SpicyOffiziell/status/2012965097644204181) 2026-01-18T19:07Z [--] followers, [---] engagements "@Polymarket One German soldier in Greenland right now: According to Trump Im worth $3bn. Lets talk" [X Link](https://x.com/SpicyOffiziell/status/2012973664635932911) 2026-01-18T19:41Z [--] followers, [--] engagements "The EUR has strengthened against the USD since early [----] driven by markets pricing in earlier and deeper Fed rate cuts relative to the ECB alongside softer US growth data. From my perspective as a European investor Im torn: A stronger euro hurts my US dividends as USD payouts translate into fewer euros. At the same time it boosts my buying power US stocks and crypto get cheaper in EUR terms. Income today vs. better entry points tomorrow. Whats your take https://twitter.com/i/web/status/2012974074427855001 https://twitter.com/i/web/status/2012974074427855001" [X Link](https://x.com/SpicyOffiziell/status/2012974074427855001) 2026-01-18T19:43Z [--] followers, [--] engagements "@Steph_iscrypto @grok Wait so my PayPal Bag is actually worth something $PYPL" [X Link](https://x.com/SpicyOffiziell/status/2013223410285875447) 2026-01-19T12:13Z [--] followers, 10.8K engagements "My takeaway from Bitmines Annual Shareholder Meeting: After reading a lot of reactions on X I honestly expected the worst. After watching it myself it was less dramatic than feared but it still lacked clarity and structure. The biggest open question for me: What is the actual objective behind the MrBeast investment Is it about supporting Ethereum adoption payments / DeFi a future bank license or simply a financial investment into Beast Industries Reach and distribution alone isnt a strategy. I dont have an issue with experimentation or the app itself. But as a shareholder I wouldve" [X Link](https://x.com/SpicyOffiziell/status/2013317677591244836) 2026-01-19T18:28Z [--] followers, [--] engagements "Oh fuck i read it wrong. Sorry guys.🫡 $PYPL @Steph_iscrypto @grok Wait so my PayPal Bag is actually worth something $PYPL https://t.co/UlNyOl3s1R @Steph_iscrypto @grok Wait so my PayPal Bag is actually worth something $PYPL https://t.co/UlNyOl3s1R" [X Link](https://x.com/SpicyOffiziell/status/2013323501961187496) 2026-01-19T18:51Z [--] followers, [---] engagements "🚨 NEWS: OpenAI and ServiceNow strike a deal to bring AI agents into enterprise software (WSJ). $NOW $MSFT" [X Link](https://x.com/SpicyOffiziell/status/2013597236706394294) 2026-01-20T12:59Z [--] followers, [--] engagements "Despite buying another [-----] BTC the Strategy stock seems to know only one direction today. Dilution is killing shareholders. Makes you wonder: imagine a company simply waiting for $MSTR to trade below MNAV and then just buying the whole thing instead🤯 $MSTR $BTC $STRC Strategy has acquired [-----] BTC for $2.13 billion at $95284 per bitcoin. As of 1/19/2026 we hodl [------] $BTC acquired for $53.92 billion at $75979 per bitcoin. $MSTR $STRC https://t.co/pJM0Yuy32w Strategy has acquired [-----] BTC for $2.13 billion at $95284 per bitcoin. As of 1/19/2026 we hodl [------] $BTC acquired for $53.92" [X Link](https://x.com/SpicyOffiziell/status/2013627402614669565) 2026-01-20T14:59Z [--] followers, [--] engagements "@WatcherGuru Supreme Court right now" [X Link](https://x.com/SpicyOffiziell/status/2013634572123099355) 2026-01-20T15:27Z [--] followers, [---] engagements "@grok Am I right here Are investors overlooking or underappreciating PayPals increased stake in e-commerce firm Shopware" [X Link](https://x.com/SpicyOffiziell/status/2013680803314556950) 2026-01-20T18:31Z [--] followers, [--] engagements "@blknoiz06 I always tell myself: the higher gold goes the more potential Bitcoin has. Bitcoin clearly has better properties and is therefore predestined to show stronger growth than gold longterm. Its only a matter of time" [X Link](https://x.com/SpicyOffiziell/status/2013902610235789340) 2026-01-21T09:12Z [--] followers, [--] engagements "Earnings season is officially underway 📊 Netflix opened the quarter with its Q4 [----] results and while the stock dipped on guidance the actual numbers were solid: Revenue of $12.05B up 18% YoY Net income of $2.42B up 29% Paid subscribers topped 325M globally Advertising revenue now scaling rapidly after doubling last year 📺💰 The stock reaction shows markets are watching guidance and growth cadence not just headlines especially with the massive Warner Bros deal in play. Over the next few weeks well get reports from heavyweights like Microsoft Apple Google Meta and Tesla which should give" [X Link](https://x.com/SpicyOffiziell/status/2014070851604230409) 2026-01-21T20:21Z [--] followers, [--] engagements "@AltcoinDaily Not yet. Ill start buying once we get closer to the 200-week SMA which is currently around $58000" [X Link](https://x.com/SpicyOffiziell/status/2014085476328649166) 2026-01-21T21:19Z [--] followers, [---] engagements "Update: price has moved even closer to the open gap. From a technical perspective it would be almost picture perfect if earnings trigger a sell-off and Microsoft $MSFT fully closes the gap. That would imply roughly 10% more downside to a potential bottom. Fr Microsoft $MSFT wird es charttechnisch ungemtlich. Wenn die Quartalszahlen enttuschen drfte das offene Gap bei $397 geschlossen werden - das wren vom aktuellen Kurs 13% und seit dem Doppeltop fast 30% Korrektur. Kauft ihr schon oder wartet ihr auf die Earnings 📉💻 https://t.co/9AMogt0pbN Fr Microsoft $MSFT wird es charttechnisch" [X Link](https://x.com/SpicyOffiziell/status/2014089156981399568) 2026-01-21T21:34Z [--] followers, [--] engagements "@patientinvestor Agreed. Valuation is starting to get really interesting here. If $MSFT continues to move lower and starts closing the open gap Ill definitely be a buyer as well" [X Link](https://x.com/SpicyOffiziell/status/2014089727498994035) 2026-01-21T21:36Z [--] followers, [---] engagements "@Mr_Derivatives Just close the open gap first and then we can talk about going higher. Id love to use that drop to finally add meaningfully to my position" [X Link](https://x.com/SpicyOffiziell/status/2014091606677160059) 2026-01-21T21:43Z [--] followers, [---] engagements "Ubisoft getting absolutely crushed down 30%+ today.🎮📉 Key financials 📊 Exp. 1.5B net bookings FY26 (down from 1.9B) 1B operating loss now expected Free cash flow deeply negative (400500M) Balance sheet still under pressure What triggered the sell-off: ❌6 games canceled (incl. Prince of Persia remake) Several major titles delayed 🔄 Massive company restructuring 🚫 Long-term guidance withdrawn Why markets hate this 😬 [--]. Canceled games = lost future revenue [--]. Restructuring = execution risk [--]. No guidance = maximum uncertainty Why some are still buying 👀 [--]. Capitulation-style move 2." [X Link](https://x.com/SpicyOffiziell/status/2014363368879014129) 2026-01-22T15:43Z [--] followers, [--] engagements "@truflation Lets get inflation down guys. Send in the bulls. 🐂📈" [X Link](https://x.com/SpicyOffiziell/status/2014369401412194394) 2026-01-22T16:07Z [--] followers, [----] engagements "@grok thoughts on this Too conservative or reasonable" [X Link](https://x.com/SpicyOffiziell/status/2014424988669858091) 2026-01-22T19:48Z [--] followers, [--] engagements "@coinbureau Honestly I hope stablecoin yield survives. Banks have a long history of not passing rates through to customers. If deposits paid fairly stablecoins wouldnt be a threat. Competition is healthy. Especially when it forces better terms for users" [X Link](https://x.com/SpicyOffiziell/status/2014650827458150777) 2026-01-23T10:46Z [--] followers, [---] engagements "Precious metals will outperform Bitcoin. No. They wont. Gold silver & copper guys talk about supply constraints. Bitcoin has a hard cap. No ramp-ups. No surprises. [--] million max. Even less in reality. $BTC Halving clocks ticking. Tick. Tock. 👑 https://twitter.com/i/web/status/2014767137005420797 https://twitter.com/i/web/status/2014767137005420797" [X Link](https://x.com/SpicyOffiziell/status/2014767137005420797) 2026-01-23T18:28Z [--] followers, [--] engagements "I dont want to crash the party on Google but theres still an open gap from September that usually gets filled sooner or later. $GOOG $GOOGL 👀 Filling that gap would imply a drop of roughly 35% with the gap closing around $312.📉 I honestly struggle to see what catalyst could cause such a move. Upcoming earnings in a few weeks are unlikely to be it. Theyve been consistently strong and I expect another clear beat this time as well.📊🤔 Technically: something to watch. Fundamentally: still very hard to argue against. https://twitter.com/i/web/status/2014804191160512765" [X Link](https://x.com/anyuser/status/2014804191160512765) 2026-01-23T20:55Z [---] followers, [---] engagements "Thats likely intentional. With regulators actively discussing whether paying yield on holding a stablecoin should be allowed at all it makes sense for PayPal not to push the 4% too aggressively right now. Better to keep PYUSD low-profile while the rules are still being debated. $PYPL https://twitter.com/i/web/status/2015126638741090590 https://twitter.com/i/web/status/2015126638741090590" [X Link](https://x.com/SpicyOffiziell/status/2015126638741090590) 2026-01-24T18:16Z [--] followers, [---] engagements "@wallstengine @grok in what year can we expect bitcoin to flip/overtake silver and gold" [X Link](https://x.com/SpicyOffiziell/status/2015742542461992979) 2026-01-26T11:04Z [--] followers, [---] engagements "$5B in stablecoin revenue is impressive but the real question is what this looks like if yield on stablecoins is effectively banned under the GENIUS Act. Without yield there's far less reason to park capital long-term. Issuance only grows when users actually swap fiat into stables. 🤔 https://twitter.com/i/web/status/2015745419578364133 https://twitter.com/i/web/status/2015745419578364133" [X Link](https://x.com/SpicyOffiziell/status/2015745419578364133) 2026-01-26T11:15Z [--] followers, [--] engagements "@milesdeutscher And now think about how you feel if you only hold Altcoins. 😅" [X Link](https://x.com/SpicyOffiziell/status/2015747596468343114) 2026-01-26T11:24Z [--] followers, [--] engagements "So if I understand this correctly: TSMC becomes even more critical for Microsoft and the entire tech industry. TSMC in turn urgently depends on ASMLs machines. So to be honest: at this point ASML almost deserves to be the largest company in the world. Every Big Tech giant has alternatives somewhere in the stack - GPUs clouds software fabs. ASML doesnt. No substitutes. No competitors. No workaround. Without ASML advanced chips dont exist. Without advanced chips the AI revolution stops. https://twitter.com/i/web/status/2015842932256030919 https://twitter.com/i/web/status/2015842932256030919" [X Link](https://x.com/SpicyOffiziell/status/2015842932256030919) 2026-01-26T17:43Z [--] followers, [---] engagements "@unusual_whales Yeah Blume Im sure the US will rethink its entire auto tariff policy because of an Audi factory. 🤷♂" [X Link](https://x.com/SpicyOffiziell/status/2015860063324287233) 2026-01-26T18:51Z [--] followers, [---] engagements "@RihardJarc I am buying Amazon too right now. Talking about long-term compounders: Are Visa and Mastercard on you buy-list too" [X Link](https://x.com/SpicyOffiziell/status/2016170542919795193) 2026-01-27T15:24Z [--] followers, [---] engagements "$UNH down almost 20% today and its not just one thing. UnitedHealth delivered mixed Q4 results: - EPS slightly beat expectations - Revenue missed which matters more for sentiment and margins - Medical Care Ratio came in a bit higher than expected On top of that the bigger overhang came from Washington. The Trump administration proposed a very low Medicare Advantage rate increase for [----] (0.09%) far below the 46% many expected. Thats a clear signal of: - weaker reimbursement outlook - margin pressure for insurers - broader headwinds for the healthcare sector Revenue disappointment + policy" [X Link](https://x.com/SpicyOffiziell/status/2016227161795973457) 2026-01-27T19:09Z [--] followers, [---] engagements "@StockMKTNewz I dont know why but somehow I find myself rooting for Anthropic to emerge as the AI winner. $AMZN $GOOG" [X Link](https://x.com/SpicyOffiziell/status/2016227474477117677) 2026-01-27T19:11Z [--] followers, [--] engagements "I wouldnt call OpenAI a sinking ship. If they really get anywhere near $150B in revenue by [----] thats still absolutely insane even if competitors monetize more efficiently. That said: today Gemini and Claude are clearly ahead of ChatGPT in several areas especially coding. The gap is real just not fatal. https://twitter.com/i/web/status/2016474232029413807 https://twitter.com/i/web/status/2016474232029413807" [X Link](https://x.com/SpicyOffiziell/status/2016474232029413807) 2026-01-28T11:31Z [--] followers, [---] engagements "@WatcherGuru Pump & Dump incoming 😂" [X Link](https://x.com/SpicyOffiziell/status/2016482391699710049) 2026-01-28T12:04Z [--] followers, [--] engagements "@WatcherGuru The most important question now: on which blockchain Ethereum" [X Link](https://x.com/SpicyOffiziell/status/2016519496417034386) 2026-01-28T14:31Z [--] followers, [--] engagements "@PolymarketMoney My gut feeling says OpenAI and my head says Anthropic 🤷♂" [X Link](https://x.com/SpicyOffiziell/status/2016592875606127100) 2026-01-28T19:23Z [--] followers, [---] engagements "Another double beat. EPS + Revenue both above expectations. Microsoft keeps delivering - quarter after quarter. $MSFT JUST IN: MICROSOFT $MSFT REPORTED EARNINGS EPS of $4.14 beating expectations of $3.86🟢 Revenue of $81.3B beating expectations of $80.3B🟢 https://t.co/Idyy4o7WMH JUST IN: MICROSOFT $MSFT REPORTED EARNINGS EPS of $4.14 beating expectations of $3.86🟢 Revenue of $81.3B beating expectations of $80.3B🟢 https://t.co/Idyy4o7WMH" [X Link](https://x.com/SpicyOffiziell/status/2016619893739622607) 2026-01-28T21:10Z [--] followers, [---] engagements "EPS: $4.14 vs. $3.97 Revenue: $81.27B vs. $80.27B Revenue: +17% YoY Azure +39% (in line) Net income surged to $38.5B boosted by a $10B swing in other income tied to OpenAIs restructuring. Adjusted earnings exclude OpenAI effects core execution remains strong. $MSFT Another double beat. EPS + Revenue both above expectations. Microsoft keeps delivering - quarter after quarter. $MSFT Another double beat. EPS + Revenue both above expectations. Microsoft keeps delivering - quarter after quarter. $MSFT" [X Link](https://x.com/SpicyOffiziell/status/2016621462187036864) 2026-01-28T21:16Z [--] followers, [---] engagements "Update #2 on $MSFT: We did get a sharp sell-off after earnings from Microsoft but its clearly being bought right now (I used the drop to add as well). From here guidance becomes key. Either the gap stays open or were entering a slow bleed phase from here. Update: price has moved even closer to the open gap. From a technical perspective it would be almost picture perfect if earnings trigger a sell-off and Microsoft $MSFT fully closes the gap. That would imply roughly 10% more downside to a potential bottom. Update: price has moved even closer to the open gap. From a technical perspective it" [X Link](https://x.com/SpicyOffiziell/status/2016625811076284484) 2026-01-28T21:33Z [--] followers, [---] engagements "Oh wow. thats a lot. Looks like theres no pause in the AI race were actually just stepping it up. Now Im even more curious how this looks at Google's GCP and Amazons AWS. Apparently AI has only just started https://twitter.com/i/web/status/2016627268232294871 https://twitter.com/i/web/status/2016627268232294871" [X Link](https://x.com/SpicyOffiziell/status/2016627268232294871) 2026-01-28T21:39Z [--] followers, [----] engagements "@KobeissiLetter A 7% drop because of a slowdown in Azure cloud growth - while still posting 39% YoY growth - says more about market expectations than about Microsofts fundamentals. Definetly buying this dip" [X Link](https://x.com/SpicyOffiziell/status/2016771831781298567) 2026-01-29T07:14Z [--] followers, [---] engagements "This would be a major structural inflow catalyst. Opening the $12.5T 401k market to crypto would inevitably push significant capital into the space first and foremost Bitcoin and to some extent Ethereum. Retirement money moves slow but when it moves it moves big. https://twitter.com/i/web/status/2016860342635122819 https://twitter.com/i/web/status/2016860342635122819" [X Link](https://x.com/SpicyOffiziell/status/2016860342635122819) 2026-01-29T13:05Z [---] followers, [---] engagements "@weary_centurion Thanks appreciate it 🙌 What really matters is that the growth rates keep accelerating. Also enjoy your PayPal posts. Always good insights. Hopefully well all be riding some serious gains once narrative and sentiment turn. 💪📈" [X Link](https://x.com/SpicyOffiziell/status/2016886217954976000) 2026-01-29T14:48Z [---] followers, [---] engagements "I totally get that reaction - feeling exactly the same. 😂 From a pure chart perspective as long as the numbers dont turn into a disaster my max pain area is around $45. Theres still a gap from April [----]. A fill there wouldnt be shocking. At that point its less panic more decision time" [X Link](https://x.com/SpicyOffiziell/status/2016892680957985075) 2026-01-29T15:14Z [---] followers, [---] engagements "@DividendDynasty Lets hope they can at least hold or slightly grow the transaction-based metrics so analysts and bears dont get extra ammunition. Ill be judging PayPal primarily on OVAS as long as transactions remain reasonably stable" [X Link](https://x.com/SpicyOffiziell/status/2016893386137936073) 2026-01-29T15:17Z [---] followers, [--] engagements "I see it similarly. PayPal is trying to be present everywhere tapping growth from all regions globally. Together with PayPal World this is a clear attempt to scale worldwide.Of course this takes time and execution. But right now I genuinely trust the management. You can see it in the sheer number and quality of deals theyve done over the past year. https://twitter.com/i/web/status/2016925996935413952 https://twitter.com/i/web/status/2016925996935413952" [X Link](https://x.com/SpicyOffiziell/status/2016925996935413952) 2026-01-29T17:26Z [---] followers, [---] engagements "Update #3 on Microsoft $MSFT: As outlined weeks ago Microsoft has now moved into the open gap and has already started to partially fill it via the wick. From here multiple scenarios are in play. Bullish case: Earnings have created a new open gap to the upside. Ideally Microsoft would fully close the lower gap over the coming days/weeks potentially moving down toward $396. From there the setup would allow for a renewed push back above $480 aiming to fill the upper gap as well. Update #2 on $MSFT: We did get a sharp sell-off after earnings from Microsoft but its clearly being bought right now" [X Link](https://x.com/anyuser/status/2016929575750524963) 2026-01-29T17:40Z [---] followers, [---] engagements "Thanks - I fully agree. At current levels the price action makes it look like everything at PayPal is falling apart while the fundamentals clearly dont support that narrative. No one is expecting Big Techstyle multiples here but pushing PayPal toward single-digit P/E territory feels completely overdone. If anything this setup gives PayPal room to shine at earnings. I really hope there wont be a rude awakening at earnings but its also hard to argue for extreme downside scenarios when a dividend was just initiated buybacks of at least $6B for [----] are likely and cash generation remains strong." [X Link](https://x.com/SpicyOffiziell/status/2016982948679917940) 2026-01-29T21:13Z [---] followers, [---] engagements "@KobeissiLetter Honestly even I would probably try to grab shares at that IPO. If SpaceX and xAI really come together that would be one of the most powerful companies on the planet. Hard to ignore a combo of space infrastructure + frontier AI.🤯" [X Link](https://x.com/SpicyOffiziell/status/2016983575669678148) 2026-01-29T21:15Z [---] followers, [---] engagements "Visa $V with a very strong quarter. Q1 FY26 highlights: Revenue $10.9B (+15% YoY) GAAP EPS $3.03 (+17%) non-GAAP EPS $3.17 (+15%) Payments volume +8% Cross-border volume +12% (ex-intra Europe +11%) Processed transactions +9% $5.1B returned to shareholders (buybacks + dividends) What stands out: 👉 Other revenue +33% YoY 👉 Data processing revenue +17% 👉 Value-added services & money movement continue to outgrow core volumes Resilient consumer spending strong cross-border demand and continued growth in value-added services. Visa once again shows why the model keeps compounding." [X Link](https://x.com/SpicyOffiziell/status/2016987760058343569) 2026-01-29T21:32Z [---] followers, [---] engagements "🚨BREAKING: Trump nominates Kevin Warsh as the next Federal Reserve Chair set to succeed Jerome Powell pending Senate confirmation. 👤 Warsh is a former Federal Reserve Governor (2006-2011) economic adviser in the White House and longtime Wall Street veteran. 🔥 Known for his deep policy experience and involvement in the [----] financial crisis response hes respected in markets but has also critiqued Fed policy and called for changes. 📈 His nomination reflects Trumps push for a Fed more aligned with lower rates and reforming monetary policy. https://twitter.com/i/web/status/2017214905288397089" [X Link](https://x.com/SpicyOffiziell/status/2017214905288397089) 2026-01-30T12:34Z [---] followers, [--] engagements "@WatcherGuru Never thought Id say this but he somehow managed to buy ETH worse than Michael Saylor bought Bitcoin. Bitmine is heading into a free fall on Monday. $BMNR $ETH 😅" [X Link](https://x.com/SpicyOffiziell/status/2017663624752308556) 2026-01-31T18:17Z [---] followers, [----] engagements "When exactly is the stock split supposed to happen for Bitmine stock that Tom Lee (@fundstrat) used as justification for this huge capital raise Do we get a share buyback announcement on Monday or are we about to be diluted straight into hell Michael Saylorstyle $BMNR $ETH" [X Link](https://x.com/SpicyOffiziell/status/2017668331268943936) 2026-01-31T18:36Z [---] followers, [---] engagements "This is exactly where market narratives stop making sense to me. General Motors $GM is trading at all-time highs despite: - limited revenue growth - limited earnings growth - no meaningful moat in a brutally competitive industry ➡Yet the stock now commands a higher multiple. At the same time PayPal $PYPL shows: - strong and reliable cash flows - massive ongoing buybacks - exposure to multiple fast-growing markets - a far stronger long-term business model and still trades at a lower valuation with the stock and market cap hovering near multi-year lows. To me thats a completely broken" [X Link](https://x.com/SpicyOffiziell/status/2016231326634926297) 2026-01-27T19:26Z [---] followers, [---] engagements "@CoinMarketCap Pulling the swipe-fee amendment is a win for Visa and Mastercard. No margin risk no political baggage - and the crypto bill stays focused on crypto. $V $MA" [X Link](https://x.com/SpicyOffiziell/status/2016240882266095753) 2026-01-27T20:04Z [---] followers, [---] engagements "Mastercard delivers another very strong quarter. $MA 💳 Q4 revenue $8.8B (+18% YoY) 💰 EPS $4.52 (+24% YoY) Adj. EPS $4.76 📈 Operating income +25% margin expands to 55.8% 🛒 Purchase volume +9% GDV +7% 🔧 Value-added services growing +23% Healthy consumer spending strong pricing power and operating leverage on full display. Payments remain one of the cleanest growth + margin stories in the market. https://twitter.com/i/web/status/2016863848746164367 https://twitter.com/i/web/status/2016863848746164367" [X Link](https://x.com/SpicyOffiziell/status/2016863848746164367) 2026-01-29T13:19Z [---] followers, 16.1K engagements "@FinancePotentia I expect Visa $V to deliver a double beat as well similar to Mastercard $MA. When you say insiders have already decided we knew it months ago you mean members of Congress holding Mastercard shares/options and thats why you expected strong numbers 👀" [X Link](https://x.com/SpicyOffiziell/status/2016891827576570046) 2026-01-29T15:10Z [---] followers, [---] engagements "Google likely delivers another blowout quarter. Cloud momentum + AI monetization are finally showing up in the numbers. Amazon / AWS is trickier. I expect a beat but probably not a huge one. Recent softness and optimization cycles at AWS still matter. So yes expectations beaten across the board just with very different intensity. That's my prediction. 😅 https://twitter.com/i/web/status/2018377598682759325 https://twitter.com/i/web/status/2018377598682759325" [X Link](https://x.com/SpicyOffiziell/status/2018377598682759325) 2026-02-02T17:34Z [---] followers, [---] engagements "SpaceX in advanced talks to merge with xAI This would be a massive strategic move. A combined SpaceX + xAI entity would instantly be valued as a systems company not just aerospace or AI. Data compute demand real-world deployment autonomy. All under one roof. If this ever hits public markets the valuation could be enormous. Personally Id have very little hesitation owning a meaningful stake. JUST IN: Elon Musk confirms SpaceX is in advanced talks to merge with xAI. https://t.co/xKpWM4hlq6 JUST IN: Elon Musk confirms SpaceX is in advanced talks to merge with xAI. https://t.co/xKpWM4hlq6" [X Link](https://x.com/SpicyOffiziell/status/2018379654059725121) 2026-02-02T17:43Z [---] followers, [--] engagements "@WatcherGuru AI trained on X-scale data tested in simulations deployed in the real world via SpaceX. Thats not a company merger. Thats a full-stack AI platform coming together" [X Link](https://x.com/SpicyOffiziell/status/2018380038022799467) 2026-02-02T17:44Z [---] followers, [--] engagements "@StockSavvyShay Looks like AI leadership model quality alone. Even if Claude and Gemini feel technically ahead OpenAI keeps landing big enterprise deals. $200M with Snowflake says a lot about where distribution trust and ecosystem still sit. 🤔" [X Link](https://x.com/SpicyOffiziell/status/2018388624555827564) 2026-02-02T18:18Z [---] followers, [--] engagements "@0xleegenz [---] days already So 1/3 behind us. Crazy how fast we are nearing bull market. 🤯" [X Link](https://x.com/SpicyOffiziell/status/2018661028410884497) 2026-02-03T12:21Z [---] followers, [---] engagements "I genuinely wonder how Alex Chriss could have made such statements about future growth back then. How could the outlook have been this wrong that were now getting guidance like this And the bigger question: was this really on Alex Chriss I also cant help but ask - if he were still CEO today what would he say about this quarter and the [----] outlook 🤔 https://twitter.com/i/web/status/2018734523110814157 https://twitter.com/i/web/status/2018734523110814157" [X Link](https://x.com/SpicyOffiziell/status/2018734523110814157) 2026-02-03T17:13Z [---] followers, [---] engagements "Wait - am I reading this correctly Paul Golding a very good analyst just reaffirmed Outperform on PayPal $PYPL with a $100 price target after these earnings Does anyone have his full thesis on how he gets there https://twitter.com/i/web/status/2018736193035243974 https://twitter.com/i/web/status/2018736193035243974" [X Link](https://x.com/anyuser/status/2018736193035243974) 2026-02-03T17:19Z [---] followers, [---] engagements "Great post and insights. Looking at PayPals recent history is fascinating and at the same time concerning. The company that once defined digital payments has struggled to clearly articulate what it wants to be in todays fintech environment. Strategic shifts reorganizations and changing narratives have created uncertainty both internally and externally. What is happening at PayPal right now feels sharp and unsettling. There is undeniable pressure from competitors changing consumer behavior and margin compression but some of the turbulence appears self-inflicted. Decisions over the past few" [X Link](https://x.com/SpicyOffiziell/status/2018830629241012398) 2026-02-03T23:35Z [---] followers, [----] engagements "Looks like a 1:0 for Anthropic/Claude. Lets see if OpenAI/ChatGPT can clap back - or maybe Gemini and Grok joining in. 😅😂 Anthropic have just buried OpenAI and ChatGPT with this ad lmfao Theres no coming back from that https://t.co/LG2Qzh1WZK Anthropic have just buried OpenAI and ChatGPT with this ad lmfao Theres no coming back from that https://t.co/LG2Qzh1WZK" [X Link](https://x.com/anyuser/status/2019155772672995729) 2026-02-04T21:07Z [---] followers, [--] engagements "Interesting Ticker $X getting secured sure looks like preparations are quietly moving forward. If this ends up being SpaceX + xAI then IPO groundwork is likely already underway. Things are starting to get spicy. 🚀👀 JUST IN: Ticker $X has been secured by someone JUST IN: Ticker $X has been secured by someone" [X Link](https://x.com/anyuser/status/2019169200976351410) 2026-02-04T22:00Z [---] followers, [---] engagements "Sorry but wasnt this ad just Anthropic poking fun Why not take it with humor and use it as an opportunity to fire back with one of your actual strengths vs Claude You might be right on substance - but why are you so mad bro It was just a joke. It's not that deep. 😅 https://twitter.com/i/web/status/2019171487849279831 https://twitter.com/i/web/status/2019171487849279831" [X Link](https://x.com/SpicyOffiziell/status/2019171487849279831) 2026-02-04T22:09Z [---] followers, [--] engagements "@amitisinvesting What else are you expecting him to say 😅" [X Link](https://x.com/SpicyOffiziell/status/2019174989623173526) 2026-02-04T22:23Z [---] followers, [----] engagements "@aakashgupta Honestly I wouldnt mind SpaceX + xAI landing directly in the S&P 500.😌 Even better for me. Id automatically own a position via my index exposure without buying a single share myself and still participate in the long-term upside. 📈" [X Link](https://x.com/SpicyOffiziell/status/2019461044972741074) 2026-02-05T17:20Z [---] followers, [----] engagements "Update #5 on Microsoft $MSFT: As expected from the prior updates Microsoft has now officially closed the open gap. The green demand zone has done its job. From here multiple paths are possible. The next key technical focus is the open gap between $440-$480. The latest candle looks constructive / bullish which keeps a potential V-shaped recovery on the table. That could either lead to a push through the 200-SMA and a move back toward ATHs - or we see a rejection at that level and a phase of sideways consolidation instead. Its also worth noting that fear in the broader market is already" [X Link](https://x.com/anyuser/status/2019464747138125920) 2026-02-05T17:34Z [---] followers, [---] engagements "US Inflation Update: Headline CPI came in 0.1% below expectations and 0.3% lower than last month - a clear sign that disinflation is continuing. Core CPI the metric the Fed watches most closely for rate decisions also eased by 0.1% month-over-month. Inflation trend still moving toward 2% No reacceleration in core Fed policy so far appears to be working The soft-landing narrative remains intact for now. However a key variable lies ahead: Jerome Powell is expected to step down within the next three months. A potential shift to Warsh could alter the tone of monetary policy. For the moment though" [X Link](https://x.com/anyuser/status/2022439511834399145) 2026-02-13T22:35Z [---] followers, [--] engagements "Die Brse versteht es nicht nur ich ist gefhrlich eigene Recherche gegen den Konsens nicht. [----] war Telekom in Deutschland verhasst. Ich hab mir Zahlen & Management angeschaut und investiert. Ergebnis seit Ende 2018: 161% CAGR inkl. [-----] Dividenden. 📊 $DTE $TMUS die Brse versteht es nicht nur ich ist ein Hot Take den man in der Regel teuer bezahlt thanks for coming to my TED talk https://t.co/M3KUKF8kYz die Brse versteht es nicht nur ich ist ein Hot Take den man in der Regel teuer bezahlt thanks for coming to my TED talk https://t.co/M3KUKF8kYz" [X Link](https://x.com/SpicyOffiziell/status/2010822893651865974) 2026-01-12T21:15Z [---] followers, [---] engagements "This is exactly where Deutsche Telekom stands to benefit. Through T-Systems DT already positions itself as a sovereign EU-based cloud and IT services provider for public administrations and critical infrastructure. If EU public procurement increasingly prioritises non-US cloud options to reduce Cloud Act and dependency risks T-Systems becomes a natural partner. Even if hybrid models with US hyperscalers remain in place. $TMUS BREAKING: Europe is pushing for digital sovereignty to reduce its heavy dependence on US tech giants. January [----] European Parliament resolution calling for" [X Link](https://x.com/SpicyOffiziell/status/2015766463852716375) 2026-01-26T12:39Z [---] followers, [--] engagements "Deutsche Telekom Aktionr hier 👋 Werde nie vergessen wie ich als erste Aktie Telekom gekauft habe nachdem alle nur das Unternehmen schlecht geredet haben. Hab mir damals fundamental alles angeschaut und war komplett der gegenteiligen Meinung. Fhlt sich echt gut an richtig gelegen zu haben 😊 https://twitter.com/i/web/status/2019108831997952013 https://twitter.com/i/web/status/2019108831997952013" [X Link](https://x.com/SpicyOffiziell/status/2019108831997952013) 2026-02-04T18:00Z [---] followers, [---] engagements "Checkout needs to be on par with Stripe Apple Pay and Google Pay - no excuses. Either Fastlane & co. deliver real measurable advantages or theyre just a convenient talking point. Fully with you on the dividend. Paying out $130M per quarter adds complexity without solving any core issue. That cash would have been far better used to actually fix execution and move the business forward. https://twitter.com/i/web/status/2020936059782299714 https://twitter.com/i/web/status/2020936059782299714" [X Link](https://x.com/SpicyOffiziell/status/2020936059782299714) 2026-02-09T19:01Z [---] followers, [--] engagements "The current software selloff isnt just emotional panic. Its a structural repricing in an AI-driven world. AI is not another metaverse cycle. Its not a temporary narrative that fades with liquidity. Its improving structurally becoming more autonomous and in some areas already writing its own code. That alone forces us to rethink how durable software moats really are. Were seeing the early stages of agentic commerce. Entire customer journeys could disappear as LLMs search compare and execute purchases on behalf of users. If distribution and interface layers become abstracted away many" [X Link](https://x.com/anyuser/status/2021678315623657781) 2026-02-11T20:10Z [---] followers, [--] engagements "@LeonidasNFT Something definitely feels off with Binance. Even my gut is telling me there are too many red flags piling up at once. These are pretty serious signals. At the same time its hard to imagine them actually going under. Still in crypto you cant ignore warning signs.🤔" [X Link](https://x.com/SpicyOffiziell/status/2021711723204358490) 2026-02-11T22:23Z [---] followers, [---] engagements "Genau das ist einer der Top-Grnde warum Elektrolyseur-Hersteller wie Nel $NEL so einen Kursabsturz haben. Projekte werden solange nicht weitergefhrt bis politische Klarheit herrscht und Subventionen geflossen sind. #Wasserstoff $ITM $PLUG $APD $LIN https://x.com/kaffjamesnewtow/status/1786424004250567005 Air Products stalls $4bn project to wait on final call about green hydrogen Air Products gasworld https://t.co/ocTVlBtWYk https://x.com/kaffjamesnewtow/status/1786424004250567005 Air Products stalls $4bn project to wait on final call about green hydrogen Air Products gasworld" [X Link](https://x.com/SpicyOffiziell/status/1787829739526488224) 2024-05-07T13:00Z [---] followers, [---] engagements "Morgen gibt es eine Aktienanalyse zu den Q1-Zahlen & neusten Entwicklungen von @nelhydrogen 🗓13.05. um [--] Uhr Gerne schon mal auf YouTube abonnieren damit Ihr das Video nicht verpasst: #NelAsa #Wasserstoff $NEL $ITM $PLUG https://www.youtube.com/@SpicyOffiziellsub_confirmation=1 https://www.youtube.com/@SpicyOffiziellsub_confirmation=1" [X Link](https://x.com/SpicyOffiziell/status/1789646681065005302) 2024-05-12T13:19Z [---] followers, [---] engagements "Neues Video ist online Kommt die MASSENPRODUKTION von ELEKTROLYSEUREN NEL ASA Was ist eure Meinung zu #Wasserstoff und Nel Asa Lasst es mich in den Kommentaren wissen $NEL $ITM $PLUG $LIN $MCPHY $NLLSF #Aktien #Brse 👇👇👇👇👇👇 https://youtu.be/lNODtj6kgg8 https://youtu.be/lNODtj6kgg8" [X Link](https://x.com/SpicyOffiziell/status/1790044134058721385) 2024-05-13T15:39Z [---] followers, [---] engagements "- 14% Umsatzwachstum YoY - Nettoverlust von [----] auf [---] Mio. NOK gefallen - positiver Einmaleffekt dank Neuverhandlung mit #Nikola - Auftragseingang Q1'24: [---] Mio. NOK - Auftragsbestand: [--] Mrd. NOK ➡YT-Video: #Aktien #NelAsa $NEL $NLLSF $ITM $PLUG https://youtu.be/lNODtj6kgg8 https://youtu.be/lNODtj6kgg8" [X Link](https://x.com/SpicyOffiziell/status/1790051784355955123) 2024-05-13T16:09Z [---] followers, [---] engagements "- Cash: [--] Mrd. NOK - langfr. Schulden: [--] Mio. NOK - langfr. Schulden gesamt: [---] Mio. NOK - Cashburn: [--] Mrd. NOK - [--] MW Bestellung von Samsung C&T - Abspaltung von Fueling-Segment in Planung ➡YT-Video: #Aktien $NEL $NLLSF $ITM $PLUG https://youtu.be/lNODtj6kgg8 https://youtu.be/lNODtj6kgg8" [X Link](https://x.com/SpicyOffiziell/status/1790051786822123874) 2024-05-13T16:09Z [---] followers, [--] engagements "- Kapazittsreservierung von Hy Stor Energy fr [--] GW an Alkaline & PEM-Elektrolyseure - aktuelles KUV: [--] historisch: 75-10 - Marketcap: 800M - Bodenbildung bei ca. [---] - [---] Tage Linie bei [---] ➡YT-Video: #Aktien $NEL $NLLSF $ITM $PLUG https://youtu.be/lNODtj6kgg8 https://youtu.be/lNODtj6kgg8" [X Link](https://x.com/SpicyOffiziell/status/1790051789150040422) 2024-05-13T16:09Z [---] followers, [---] engagements "- European Hydrogen Bank gibt Sieger der [--]. Auktion fr 720M bekannt - Budget 15-fach berzeichnet - $170M an Zuschssen fr 4GW-Fabrik in Michigan USA - Analystenkursziel: [---] NOK bzw. +1534% ➡YT-Video: #Aktien $NEL $NLLSF $ITM $PLUG https://youtu.be/lNODtj6kgg8 https://youtu.be/lNODtj6kgg8" [X Link](https://x.com/SpicyOffiziell/status/1790051791486255175) 2024-05-13T16:09Z [---] followers, [--] engagements "Visa & Mastercard show exactly where PayPal is heading. $V $MA $PYPL And the market is still looking at the wrong metric. For years the focus was almost entirely on transactions & volume growth. That phase is largely over. Payments are mature penetration is high competition is everywhere (Apple Pay Google Pay Amazon Pay Stripe Adyen Shopify Payments Klarna etc.). The real growth engine today is OVAS (Other / Value-Added Services). Visa and Mastercard have already completed this shift: - Only 30% of revenue comes from OVAS - But 40%+ of operating profit is generated there The payment rails" [X Link](https://x.com/anyuser/status/2016874613746114904) 2026-01-29T14:02Z [---] followers, 22.2K engagements "Apparently yes. But it feels like the market is pricing in Anthropic not just rating credit - but eventually taking over everything. 🙃 https://twitter.com/i/web/status/2018737465243176987 https://twitter.com/i/web/status/2018737465243176987" [X Link](https://x.com/SpicyOffiziell/status/2018737465243176987) 2026-02-03T17:24Z [---] followers, [---] engagements "DEUTSCHLANDS ERSTE KI-FABRIK FR DIE INDUSTRIE IST LIVE - Aktie +53% Die Deutsche Telekom hat in Mnchen offiziell ihre Industrial AI Cloud in Betrieb genommen - eine der grten KI-Fabriken Europas. Gemeinsam mit Nvidia SAP Siemens und weiteren Partnern entsteht hier ein neuer KI-Hub fr Deutschland und Europa. $NVDA $SAP $SIE 📈Die nackten Fakten sind beeindruckend: [--]. rund [------] NVIDIA Blackwell GPUs [--]. bis zu [--] ExaFLOPS Rechenleistung [--]. genug Power damit theoretisch alle [---] Mio. EU-Brger gleichzeitig einen KI-Assistenten nutzen knnten ⚙Aber entscheidender als die rohe Leistung ist der" [X Link](https://x.com/anyuser/status/2019050160924381205) 2026-02-04T14:07Z [---] followers, [---] engagements "This is honestly one of the most fascinating AI developments lately and if it works flawlessly its a massive deal. Real-time AI translation built directly into the network Thats not a gimmick. Thats infrastructure-level disruption. If I can speak in my best language and the other person hears it perfectly in theirs language barriers basically disappear. Think about what that means for consulting sales customer support cross-border commerce. No need for local language teams. No need to hire or train for specific languages. Entire friction layers vanish. For Duolingo though this makes the moat" [X Link](https://x.com/anyuser/status/2021688704436232364) 2026-02-11T20:52Z [---] followers, [--] engagements "Lets wait and see how Ethereum performs in the next bull run. I think (and hope) that it will deliver strong returns driven by the growth of stablecoins and the tokenization of real-world assets. As utilization and adoption increase the network becomes more valuable because it delivers real utility. If all of that (combined with ETFs and DATs) doesnt at least result in a CAGR comparable to the Nasdaq or major tech stocks then Id have to accept that its a poor investment. In theory theres also a potential dividend component through staking rewards which should be included in the calculation of" [X Link](https://x.com/SpicyOffiziell/status/2021867110092116053) 2026-02-12T08:40Z [---] followers, [---] engagements "@TedPillows Bear market bottom is going to be between $40.000-$50.000 🎯" [X Link](https://x.com/SpicyOffiziell/status/2021929355010879801) 2026-02-12T12:48Z [---] followers, [--] engagements "@DeepIceValue He bought [--] Shares of Air Products 🤣" [X Link](https://x.com/SpicyOffiziell/status/2021958404294537451) 2026-02-12T14:43Z [---] followers, [----] engagements "When I posted the chart update on T-Mobile US approaching the 200-week SMA the setup was purely structural. Now we have confirmation. T-Mobile US $TMUS delivered strong results raised its [----] outlook for service revenue and adjusted free cash flow and once again demonstrated why it remains the most compelling growth story in U.S. telecom. The technical reaction couldnt have been cleaner. Price tested the long-term 200-week moving average (a level that has historically acted as structural support) and bounced decisively. Momentum is now turning higher again reinforcing that the correction" [X Link](https://x.com/anyuser/status/2022050305949446596) 2026-02-12T20:48Z [---] followers, [---] engagements "@IchLerne2 Do you have the QoQ comparison Management only referenced YoY +15pp to 36%. I havent seen a sequential figure mentioned" [X Link](https://x.com/SpicyOffiziell/status/2022055905832185964) 2026-02-12T21:11Z [---] followers, [--] engagements "@StockMKTNewz Not just a buy - straight into the second-largest position at 10% of the portfolio. Thats conviction. I stay bullish on $AMZN and keep adding" [X Link](https://x.com/SpicyOffiziell/status/2022440408685351287) 2026-02-13T22:39Z [---] followers, [---] engagements "I need to start with one thing that genuinely pissed me off during the PayPal earnings call. $PYPL Jamie Miller said one of the main reasons for weak branded checkout growth is that merchant adoption is taking longer than expected. How can something THIS simple take so unnecessarily long If PayPal is truly convinced the new checkout is way better then merchants below a certain revenue threshold should be forced to migrate - period. If you don't want to force them then put merchants under pressure by saying "if you stay on this old version you gotta pay higher fees. If you upgrade you get the" [X Link](https://x.com/anyuser/status/2020931534904062343) 2026-02-09T18:43Z [---] followers, [---] engagements "In theory thats a healthy sign. But just like we might see diminishing drawdowns we could also see diminishing returns over time. Lower volatility would probably benefit Bitcoin long term even if the biggest money is made when you survive the brutal swings. Would love to see a similar breakdown for historic Bitcoin bull runs as well. 📈 https://twitter.com/i/web/status/2022442313201471965 https://twitter.com/i/web/status/2022442313201471965" [X Link](https://x.com/SpicyOffiziell/status/2022442313201471965) 2026-02-13T22:46Z [---] followers, [---] engagements "@RentYourStocks Meta wasnt exactly on my shortlist of potential buyers. Whos actually reporting these rumors Any credible source or is this just circulating on X" [X Link](https://x.com/SpicyOffiziell/status/2022443284879085734) 2026-02-13T22:50Z [---] followers, [----] engagements "@Cointelegraph The one and only: Bitcoin 🤝" [X Link](https://x.com/SpicyOffiziell/status/2022263999925010678) 2026-02-13T10:58Z [---] followers, [---] engagements "AI isnt (yet) a revenue revolution - its a margin machine. Good examples of what I meant in my previous post: If you listen to recent earnings calls from companies like S&P Global $SPGI and T-Mobile US $TMUS youll notice a clear pattern. S&P Global explicitly framed AI as a margin lever. They talked about productivity gains workflow automation and even mentioned that theyve likely reached peak headcount. But there was no concrete discussion of AI opening up entirely new revenue pools at scale. The emphasis was cost efficiency. T-Mobile US went even further. They quantified AI-driven savings" [X Link](https://x.com/anyuser/status/2023135914311209219) 2026-02-15T20:42Z [---] followers, [--] engagements "People just dont understand Tom. Hes a constant-bull guy. Hes almost always bullish and over the long run hes on the right side of the trend. I dont take his specific dates for bottoms too literally. Thats not really the point. His framework is long-term not week-to-week precision timing" [X Link](https://x.com/SpicyOffiziell/status/2023137037822333235) 2026-02-15T20:47Z [---] followers, [--] engagements "@coinbureau Since when does Bitcoin count to Altcoins 🤨" [X Link](https://x.com/SpicyOffiziell/status/2023137436331872695) 2026-02-15T20:48Z [---] followers, [---] engagements "AI isnt (yet) a revenue revolution - its a margin machine. Good examples of what I meant in my previous post: If you listen to recent earnings calls from companies like S&P Global $SPGI and T-Mobile US $TMUS youll notice a clear pattern. S&P Global explicitly framed AI as a margin lever. They talked about productivity gains workflow automation and even mentioned that theyve likely reached peak headcount. But there was no concrete discussion of AI opening up entirely new revenue pools at scale. The emphasis was cost efficiency. T-Mobile US went even further. They quantified AI-driven savings" [X Link](https://x.com/anyuser/status/2023135914311209219) 2026-02-15T20:42Z [---] followers, [--] engagements "The current software selloff isnt just emotional panic. Its a structural repricing in an AI-driven world. AI is not another metaverse cycle. Its not a temporary narrative that fades with liquidity. Its improving structurally becoming more autonomous and in some areas already writing its own code. That alone forces us to rethink how durable software moats really are. Were seeing the early stages of agentic commerce. Entire customer journeys could disappear as LLMs search compare and execute purchases on behalf of users. If distribution and interface layers become abstracted away many" [X Link](https://x.com/anyuser/status/2021678315623657781) 2026-02-11T20:10Z [---] followers, [--] engagements "US Inflation Update: Headline CPI came in 0.1% below expectations and 0.3% lower than last month - a clear sign that disinflation is continuing. Core CPI the metric the Fed watches most closely for rate decisions also eased by 0.1% month-over-month. Inflation trend still moving toward 2% No reacceleration in core Fed policy so far appears to be working The soft-landing narrative remains intact for now. However a key variable lies ahead: Jerome Powell is expected to step down within the next three months. A potential shift to Warsh could alter the tone of monetary policy. For the moment though" [X Link](https://x.com/anyuser/status/2022439511834399145) 2026-02-13T22:35Z [---] followers, [--] engagements "When I posted the chart update on T-Mobile US approaching the 200-week SMA the setup was purely structural. Now we have confirmation. T-Mobile US $TMUS delivered strong results raised its [----] outlook for service revenue and adjusted free cash flow and once again demonstrated why it remains the most compelling growth story in U.S. telecom. The technical reaction couldnt have been cleaner. Price tested the long-term 200-week moving average (a level that has historically acted as structural support) and bounced decisively. Momentum is now turning higher again reinforcing that the correction" [X Link](https://x.com/anyuser/status/2022050305949446596) 2026-02-12T20:48Z [---] followers, [---] engagements "Wenn man sich den T-Mobile US Chart nchtern anschaut wird es langsam wieder spannend. Auch im Hinblick auf die Deutsche Telekom $TMUS Nach einer extrem starken Rallye kam zuletzt eine saubere Korrektur und der Kurs nhert sich nun der langfristig wichtigen 200-Wochen-Linie. Genau diese Zone war historisch oft ein Bereich in dem sich langfristige Einstiege angeboten haben. Nicht als Timing-Perfektion sondern als strukturell sinnvolles Niveau. Was das Ganze zustzlich interessant macht: T-Mobile US ist der wichtigste Werttreiber der Deutschen Telekom. Ein groer Teil der Bewertung der Telekom hngt" [X Link](https://x.com/anyuser/status/2014660695871144292) 2026-01-23T11:25Z [---] followers, [---] engagements "Most people will scroll past this. For me: Accumulation mode on. Clocks ticking. $BTC $ETH You have eight months to buy as much bitcoin & ethereum as you can. You have eight months to buy as much bitcoin & ethereum as you can" [X Link](https://x.com/anyuser/status/2021918200229982311) 2026-02-12T12:03Z [---] followers, [--] engagements "You have eight months to buy as much bitcoin & ethereum as you can" [X Link](https://x.com/anyuser/status/2021707064779985315) 2026-02-11T22:05Z 2M followers, 83.3K engagements "This is honestly one of the most fascinating AI developments lately and if it works flawlessly its a massive deal. Real-time AI translation built directly into the network Thats not a gimmick. Thats infrastructure-level disruption. If I can speak in my best language and the other person hears it perfectly in theirs language barriers basically disappear. Think about what that means for consulting sales customer support cross-border commerce. No need for local language teams. No need to hire or train for specific languages. Entire friction layers vanish. For Duolingo though this makes the moat" [X Link](https://x.com/anyuser/status/2021688704436232364) 2026-02-11T20:52Z [---] followers, [--] engagements "$TMUS $DUOL T-Mobile introduced real-time AI translation for phone calls across 50+ languages built directly into its wireless network 🗣💬 Shares of Duolingo fell about 5% in premarket trading. How big is the moat of Duolingo 🤔" [X Link](https://x.com/anyuser/status/2021599333246767363) 2026-02-11T14:56Z 40.6K followers, 13.9K engagements "On Sep [--] [----] I publicly said Joseph Carlsons Duolingo $DUOL investment would prove to be a mistake. Since that tweet: -60% ✅ From the ATH: -80% ✅ 🍏 Apple AirPods can now live translate. 🤯 Ill say it publicly: Joseph Carlsons Duolingo investment will prove to be a mistake short mid & long term especially vs. S&P [---] or Big Tech returns. 📉 $duol $aapl 🍏 Apple AirPods can now live translate. 🤯 Ill say it publicly: Joseph Carlsons Duolingo investment will prove to be a mistake short mid & long term especially vs. S&P [---] or Big Tech returns. 📉 $duol $aapl" [X Link](https://x.com/anyuser/status/2021683935067922613) 2026-02-11T20:33Z [---] followers, [---] engagements "🍏 Apple AirPods can now live translate. 🤯 Ill say it publicly: Joseph Carlsons Duolingo investment will prove to be a mistake short mid & long term especially vs. S&P [---] or Big Tech returns. 📉 $duol $aapl New Duolingo bear case just dropped. Apple announces AirPods with live language translation. $AAPL $DUOL https://t.co/5r1Efy0NQY New Duolingo bear case just dropped. Apple announces AirPods with live language translation. $AAPL $DUOL https://t.co/5r1Efy0NQY" [X Link](https://x.com/anyuser/status/1965478656630980794) 2025-09-09T18:13Z [---] followers, [---] engagements "I need to start with one thing that genuinely pissed me off during the PayPal earnings call. $PYPL Jamie Miller said one of the main reasons for weak branded checkout growth is that merchant adoption is taking longer than expected. How can something THIS simple take so unnecessarily long If PayPal is truly convinced the new checkout is way better then merchants below a certain revenue threshold should be forced to migrate - period. If you don't want to force them then put merchants under pressure by saying "if you stay on this old version you gotta pay higher fees. If you upgrade you get the" [X Link](https://x.com/anyuser/status/2020931534904062343) 2026-02-09T18:43Z [---] followers, [---] engagements "Visa & Mastercard show exactly where PayPal is heading. $V $MA $PYPL And the market is still looking at the wrong metric. For years the focus was almost entirely on transactions & volume growth. That phase is largely over. Payments are mature penetration is high competition is everywhere (Apple Pay Google Pay Amazon Pay Stripe Adyen Shopify Payments Klarna etc.). The real growth engine today is OVAS (Other / Value-Added Services). Visa and Mastercard have already completed this shift: - Only 30% of revenue comes from OVAS - But 40%+ of operating profit is generated there The payment rails" [X Link](https://x.com/anyuser/status/2016874613746114904) 2026-01-29T14:02Z [---] followers, 22.2K engagements "Update #5 on Microsoft $MSFT: As expected from the prior updates Microsoft has now officially closed the open gap. The green demand zone has done its job. From here multiple paths are possible. The next key technical focus is the open gap between $440-$480. The latest candle looks constructive / bullish which keeps a potential V-shaped recovery on the table. That could either lead to a push through the 200-SMA and a move back toward ATHs - or we see a rejection at that level and a phase of sideways consolidation instead. Its also worth noting that fear in the broader market is already" [X Link](https://x.com/anyuser/status/2019464747138125920) 2026-02-05T17:34Z [---] followers, [---] engagements "Update #4 on Microsoft $MSFT: As shown in the latest chart Microsoft has continued to move deeper into the open gap and is increasingly closing it. At this point only 4% remain until the gap is fully filled. Once completed the next technical target would be the open gap between $440$480 as long as broader markets cooperate and no major negative news hits. Fundamentally the numbers were very strong overall. Yes you can nitpick a few details here and there but every single business segment remains in strong-growth mode. I added a small position two days ago and plan to keep doing so. Microsoft" [X Link](https://x.com/anyuser/status/2019046265107931380) 2026-02-04T13:51Z [---] followers, [---] engagements "That was my third add into Bitcoin & Ethereum now. Feels good to finally build positions again - especially after taking profits on Bitcoin between late Q324 and mid Q325. Looking back at this period in October [----] will be pure joy. 😊 Took a bit more size this time: [------] BTC @ [-----] [------] $BTC [----] ETH @ [----] [------] $ETH Are you already buying again or still waiting 👀💭 Ladies and gentlemen after [---] days (Bitcoin) and [---] days (Ethereum) since my last purchase I just bought my first BTC & ETH again. DCA is back on. 😊 $BTC $ETH https://t.co/wfCGI70SLA Ladies and gentlemen after 479" [X Link](https://x.com/anyuser/status/2019459686844580339) 2026-02-05T17:14Z [---] followers, [---] engagements "Ladies and gentlemen after [---] days (Bitcoin) and [---] days (Ethereum) since my last purchase I just bought my first BTC & ETH again. DCA is back on. 😊 $BTC $ETH" [X Link](https://x.com/anyuser/status/2017654133000405473) 2026-01-31T17:40Z [---] followers, [---] engagements "Damn. ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL" [X Link](https://x.com/anyuser/status/2019174089546502225) 2026-02-04T22:19Z [---] followers, [--] engagements "ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL" [X Link](https://x.com/anyuser/status/2019167426345160894) 2026-02-04T21:53Z 1.2M followers, 213.3K engagements "Interesting Ticker $X getting secured sure looks like preparations are quietly moving forward. If this ends up being SpaceX + xAI then IPO groundwork is likely already underway. Things are starting to get spicy. 🚀👀 JUST IN: Ticker $X has been secured by someone JUST IN: Ticker $X has been secured by someone" [X Link](https://x.com/anyuser/status/2019169200976351410) 2026-02-04T22:00Z [---] followers, [---] engagements "JUST IN: Ticker $X has been secured by someone" [X Link](https://x.com/anyuser/status/2019147824752128157) 2026-02-04T20:35Z 323.2K followers, 1.7M engagements "Update on Alphabet / Google after earnings: Google once again delivered a very strong quarter pretty much as expected. 📊Q4 highlights: Revenue +18% Search & other +17% YouTube Ads +9% Google Cloud +48% EBIT +16% (32% margin) EPS +31% Gemini App now at 750M+ monthly active users Despite these outstanding numbers the stock is only slightly up. To me that reinforces the idea that Google is currently priced close to perfection. At these levels even great results dont automatically push prices much higher. And if we do get a broader S&P [---] correction I expect Google to come down as well." [X Link](https://x.com/anyuser/status/2019167996275769538) 2026-02-04T21:55Z [---] followers, [---] engagements "Quick reminder on Alphabet / Google: On the daily chart Alphabet still has an open gap between $212$225. A full gap fill would imply a drawdown of roughly 35% from here. Earnings are out tonight. That should give us clarity on whether price starts moving toward that gap or if it remains open for now. Even with fundamentally strong numbers I wouldnt rule out near-term downside. A lot is already priced in at these levels so good results dont automatically mean higher prices. I already took some small profits yesterday. Long term my view hasnt changed: Alphabet Microsoft and Amazon remain three" [X Link](https://x.com/anyuser/status/2019093071405711371) 2026-02-04T16:57Z [---] followers, [---] engagements "Looks like a 1:0 for Anthropic/Claude. Lets see if OpenAI/ChatGPT can clap back - or maybe Gemini and Grok joining in. 😅😂 Anthropic have just buried OpenAI and ChatGPT with this ad lmfao Theres no coming back from that https://t.co/LG2Qzh1WZK Anthropic have just buried OpenAI and ChatGPT with this ad lmfao Theres no coming back from that https://t.co/LG2Qzh1WZK" [X Link](https://x.com/anyuser/status/2019155772672995729) 2026-02-04T21:07Z [---] followers, [--] engagements "Anthropic have just buried OpenAI and ChatGPT with this ad lmfao Theres no coming back from that" [X Link](https://x.com/anyuser/status/2019093077936497031) 2026-02-04T16:57Z 17.1K followers, 3.1M engagements "I dont want to crash the party on Google but theres still an open gap from September that usually gets filled sooner or later. $GOOG $GOOGL 👀 Filling that gap would imply a drop of roughly 35% with the gap closing around $312.📉 I honestly struggle to see what catalyst could cause such a move. Upcoming earnings in a few weeks are unlikely to be it. Theyve been consistently strong and I expect another clear beat this time as well.📊🤔 Technically: something to watch. Fundamentally: still very hard to argue against. https://twitter.com/i/web/status/2014804191160512765" [X Link](https://x.com/anyuser/status/2014804191160512765) 2026-01-23T20:55Z [---] followers, [---] engagements "DEUTSCHLANDS ERSTE KI-FABRIK FR DIE INDUSTRIE IST LIVE - Aktie +53% Die Deutsche Telekom hat in Mnchen offiziell ihre Industrial AI Cloud in Betrieb genommen - eine der grten KI-Fabriken Europas. Gemeinsam mit Nvidia SAP Siemens und weiteren Partnern entsteht hier ein neuer KI-Hub fr Deutschland und Europa. $NVDA $SAP $SIE 📈Die nackten Fakten sind beeindruckend: [--]. rund [------] NVIDIA Blackwell GPUs [--]. bis zu [--] ExaFLOPS Rechenleistung [--]. genug Power damit theoretisch alle [---] Mio. EU-Brger gleichzeitig einen KI-Assistenten nutzen knnten ⚙Aber entscheidender als die rohe Leistung ist der" [X Link](https://x.com/anyuser/status/2019050160924381205) 2026-02-04T14:07Z [---] followers, [---] engagements "Update #3 on Microsoft $MSFT: As outlined weeks ago Microsoft has now moved into the open gap and has already started to partially fill it via the wick. From here multiple scenarios are in play. Bullish case: Earnings have created a new open gap to the upside. Ideally Microsoft would fully close the lower gap over the coming days/weeks potentially moving down toward $396. From there the setup would allow for a renewed push back above $480 aiming to fill the upper gap as well. Update #2 on $MSFT: We did get a sharp sell-off after earnings from Microsoft but its clearly being bought right now" [X Link](https://x.com/anyuser/status/2016929575750524963) 2026-01-29T17:40Z [---] followers, [---] engagements "Wait - am I reading this correctly Paul Golding a very good analyst just reaffirmed Outperform on PayPal $PYPL with a $100 price target after these earnings Does anyone have his full thesis on how he gets there https://twitter.com/i/web/status/2018736193035243974 https://twitter.com/i/web/status/2018736193035243974" [X Link](https://x.com/anyuser/status/2018736193035243974) 2026-02-03T17:19Z [---] followers, [---] engagements "Well Paypal did smash but not the narrative. $PYPL 😅😅 $PYPL needs to smash the narrative tomorrow $PYPL needs to smash the narrative tomorrow" [X Link](https://x.com/anyuser/status/2018668379159335187) 2026-02-03T12:50Z [---] followers, [---] engagements "$PYPL needs to smash the narrative tomorrow" [X Link](https://x.com/anyuser/status/2018404222060884101) 2026-02-02T19:20Z 253.1K followers, 69.2K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@SpicyOffiziell Spicy
Spicy posts on X about ai, bitcoin, $pypl, $msft the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-----] -62%
- [--] Month [------] +45,974%
- [--] Months [------] +85,945%
- [--] Year [------] +38,187%
Mentions: [--] #
- [--] Month [--] +3,000%
- [--] Months [--] +7,600%
- [--] Year [--] +609%
Followers: [---] #
- [--] Week [---] +7.20%
- [--] Month [---] +113%
- [--] Months [---] +143%
CreatorRank: [---------] #
Social Influence
Social category influence stocks technology brands finance cryptocurrencies social networks currencies countries automotive brands products exchanges
Social topic influence ai, bitcoin #7100, $pypl #1963, $msft, strong, microsoft, $googl, $eth, open ai, ethereum
Top accounts mentioned or mentioned by @grok @watcherguru @ichlerne2 @fundstrat @openai @stephiscrypto @coinbureau @stockmktnewz @kobeissiletter @financepotentia @apple @paypal @intocryptoverse @cryptohoenix @ishfaaqpeerally @qualityinvest5 @dbtouch @polymarket @blknoiz06 @altcoindaily
Top assets mentioned Bitcoin (BTC) PayPal Holdings Inc (PYPL) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Ethereum (ETH) Mastercard, Inc. (MA) T-Mobile (TMUS) Hershey Co (HSY) Duolingo, Inc. (DUOL) BITMINE IMMERSION TECH (BMNR) Plug Power, Inc. (PLUG) Strategy (MSTR) Amazon.com, Inc. (AMZN) Apple, Inc. (AAPL) UnitedHealth Group (UNH)
Top Social Posts
Top posts by engagements in the last [--] hours
"Neues Video ist online Wir werfen einen Blick auf #PayPal - von Quartalszahlen bis zum eigenen #Stablecoin.🚀💰 Welche Chancen siehst du fr PayPal Lasst es mich in den Kommentaren wissen #Aktien $pypl $aapl $v $ma $adyen 👉Link:"
X Link 2023-09-07T15:53Z [--] followers, [---] engagements
"#paypal could easily stop the sell-off by investing a small portion of its cash flow in #bitcoin instead of share buybacks. $PYPL knnte den Abverkauf ganz einfach stoppen in dem man einen kleinen Teil des Cashflows in $BTC anstatt in Aktienrckkufe investieren wrde"
X Link 2023-10-25T18:48Z [--] followers, [--] engagements
"#Evolution AB: - 40% des Umsatzes in regulierten Mrkten - Cash: 81332M - Verbindlichkeiten insgesamt: 925M -- Schuldenfrei - Dividendenpolitik: 50% des Gewinns - 400M Aktienrckkauf bis HV [----] - gnstige Bewertung YT-Video: #Aktien $evo"
X Link 2023-12-27T13:03Z [--] followers, [--] engagements
"Neues Video ist online Swarenriese VERLIERT 30% an Brsenwert THE HERSHEY COMPANY 🍫 Was haltet Ihr von The Hershey Company Lasst es mich in den Kommentaren wissen $HSY $MDLZ $NESN $K $KHC #Aktien #Brse 👇👇👇👇👇👇👇👇👇👇👇👇"
X Link 2024-01-05T16:00Z [--] followers, [--] engagements
"#TheHersheyCompany: - Abwrtstrend seit [--] Wochen mit -30% - einer der grten Swaren-Hersteller der Welt - Konkurrenten: Nestle Mondelez Ferrero Lindt - Umsatzwachstum 7% (4% durch Preiserhhungen & 3% durch Volumen) YT-Video: #Aktien $HSY"
X Link 2024-01-05T16:30Z [--] followers, [--] engagements
"#TheHersheyCompany: - Expansion im Salty Snacks Markt mit SkinnyPop und Dot's - "Salty Snacks"-Markt wchst zweistellig - Verbesserung der Brutto-Marge um 3% bis '26 - Langfristig die besten Margen im Vergleich zum Wettbewerb YT-Video: #Aktien $HSY"
X Link 2024-01-05T16:33Z [--] followers, [--] engagements
"#TheHersheyCompany: - Adj. EPS konnte um 123% p.a. von '17 bis '22 von $476 auf $8.52 gesteigert werden - OCF konnte um 133% p.a. von '17 auf '22 von $12B auf $23B gesteigert werden - 87% mehr Dividende p.a. von '17 bis '22 YT-Video: #Aktien $HSY"
X Link 2024-01-05T16:35Z [--] followers, [--] engagements
"#TheHersheyCompany: - Umsatzwachstum: 11% - Gewinn vor Steuer um 38% verbessert - Bruttomarge von 406% auf 449% - Operative Marge von 204% auf 243% - Nettomarge von 146% auf 171% - Cash: $470M - Debt: $5B YT-Video: #Aktien $HSY"
X Link 2024-01-05T16:38Z [--] followers, [--] engagements
"#TheHersheyCompany: - Dividende seit [----] - wurde [----] und [----] nicht gesenkt - KGV bei [--] (historisch gnstig) - KUV bei [--] (auf dem Stand von 2020) - KBV bei [--] (auf dem Stand von 2011) - KCV bei [--] (auf dem Stand von 2021) YT-Video: #Aktien $HSY"
X Link 2024-01-05T16:40Z [--] followers, [--] engagements
"#TheHersheyCompany: - [--] Analystenschtzungen mit durchschnittlichem Kursziel von $21149 - Potenzial zum aktuellen Aktienkurs von 10-15% - berwiegend Halte-Empfehlungen - hchstes Kursziel: $248 - niedrigstes Kursziel: $180 YT-Video: #Aktien $HSY"
X Link 2024-01-05T16:42Z [--] followers, [--] engagements
"#TheHersheyCompany: - Kakao-Preis massiv am steigen aufgrund schlechter Ernten in der Elfenbeinkste und Ghana (machen zusammen 60% des Angebots aus) - Zuckerpreis ebenfalls stark am steigen - Produktionskosten knnten steigen YT-Video: #Aktien $HSY"
X Link 2024-01-05T16:43Z [--] followers, [--] engagements
"Jack Dorsey gab gestern bekannt dass man jeden Monat Bitcoin kaufen werde mit 10% des Bruttogewinns aus Bitcoin Produkten. Bereits Ende Oktober hatte ich geschrieben dass PayPal statt Aktienrckkufe lieber Bitcoin kaufen solle. $SQ $PYPL $ADYEN"
X Link 2024-05-03T13:30Z [--] followers, [--] engagements
"Laut den Medien hat @Apple eine Partnerschaft mit @OpenAI abgeschlossen um die Knstliche Intelligenz in die neusten iPhone Modelle zu integrieren. Ob das in die selbe Richtung geht wie das Google die Standard-Suchmaschine von Safari ist🤔 $MSFT $AAPL"
X Link 2024-05-11T13:10Z [--] followers, [--] engagements
"Spannende Analyse zu @PayPal $PYPL Der Markt geht davon aus dass PayPal ber die nchsten [--] Jahre 0% Umsatzwachstum haben wird.🤯 Meine Prognose: 5% revenue CAGR - $87 fair value ✅ 10% revenue CAGR - $124 fair value ✅ https://x.com/em013L/status/1788930512980963653 $PYPL PayPal has the SIMPLEST and most POWERFUL investment thesis for me. The stock is trading as if the market expects the company to grow at 0% for the coming [--] years. To put it simply if PayPal has ANY growth the coming [--] years then it is currently undervalued. I https://t.co/U30yJDOfe2"
X Link 2024-05-13T13:25Z [--] followers, [---] engagements
"Also langsam wird #KI selbst mir unheimlich. 🤯 Unfassbar was @OpenAI da auf die Beine stellt. Umso mehr freut es mich Anteile an #Microsoft zu haben. Die Beteiligung an OpenAI war eines der schlausten Entscheidungen von Microsoft $MSFT https://x.com/OpenAI/status/1790072174117613963 Say hello to GPT-4o our new flagship model which can reason across audio vision and text in real time: https://t.co/MYHZB79UqN Text and image input rolling out today in API and ChatGPT with voice and video in the coming weeks. https://t.co/uuthKZyzYx https://x.com/OpenAI/status/1790072174117613963 Say hello to"
X Link 2024-05-13T18:24Z [--] followers, [--] engagements
"🚀 Was wird in den nchsten [---] Jahren den grten Umsatzschub oder Kosten-Crash bringen 🔁 ENGLISH: What will drive the biggest revenue boost or cost collapse in the next [---] years 👇 Vote & comment #AI #Robotics #Tech #FSD #Quantum $tsla $msft $amzn $goog 🤖 Roboter / Robots 🚗 Full-Self Driving ⚛ Quantum Computing 🧠 KI / AI 🤖 Roboter / Robots 🚗 Full-Self Driving ⚛ Quantum Computing 🧠 KI / AI"
X Link 2025-07-23T15:59Z [--] followers, [--] engagements
"If your portfolio doesnt have Duolingo $duol & UnitedHealth $unh right now X will make you feel like youre doing it all wrong. 🦉💊 Maybe thats the real red flag. 🚩"
X Link 2025-08-30T18:08Z [--] followers, [--] engagements
"Every crypto investor at 3am:"
X Link 2025-08-30T18:23Z [--] followers, [--] engagements
"The next Bitcoin $btc bear market wont be about inflation or interest rates. It will be about: ⚛ Quantum Computing 📉 ETF outflows 💥 A potential MicroStrategy $mstr blow-up Let that sink in"
X Link 2025-08-31T09:19Z [--] followers, [--] engagements
"Ist das bei Alphabet nicht ein perfektes Megafon-Pattern 📢🤔 🔁 ENGLISH: Isnt this the perfect megaphone chart pattern forming on Alphabet 📢👀 $goog $googl"
X Link 2025-09-01T19:31Z [--] followers, [---] engagements
"🍏 Apple AirPods can now live translate. 🤯 Ill say it publicly: Joseph Carlsons Duolingo investment will prove to be a mistake short mid & long term especially vs. S&P [---] or Big Tech returns. 📉 $duol $aapl New Duolingo bear case just dropped. Apple announces AirPods with live language translation. $AAPL $DUOL https://t.co/5r1Efy0NQY New Duolingo bear case just dropped. Apple announces AirPods with live language translation. $AAPL $DUOL https://t.co/5r1Efy0NQY"
X Link 2025-09-09T18:13Z [---] followers, [---] engagements
"Reading the comments under this tweet just makes you facepalm. 🤦♂ If this is the current sentiment on PayPal Ill definitely keep buying. 📈 How do people even come up with the idea that PayPals SBC buybacks 😂😂 $pypl #PayPal $PYPL Now under $63B market cap Less than 10x FCF 10% buyback yield 17% EPS growth Deep value $PYPL Now under $63B market cap Less than 10x FCF 10% buyback yield 17% EPS growth Deep value"
X Link 2025-09-11T13:32Z [--] followers, [---] engagements
"Next bear market = Bitcoin accumulation phase. $btc"
X Link 2025-10-09T19:07Z [--] followers, [--] engagements
"Hopefully Ethereum $eth drops more until Monday so i can buy more $bmnr"
X Link 2025-10-10T21:15Z [--] followers, [---] engagements
"@intocryptoverse So all in Bitmine and Ethereum $eth $bmnr"
X Link 2025-10-10T21:17Z [--] followers, [---] engagements
"Binance is pissing me off. $bnb $eth $btc 🚨BREAKING BINANCE JUST STARTED DUMPING MILLIONS IN $BTC & $ETH TO LIQUIDATE LONGS. THE SAME MANIPULATION OVER AND OVER AGAIN https://t.co/ndlg9pITBa 🚨BREAKING BINANCE JUST STARTED DUMPING MILLIONS IN $BTC & $ETH TO LIQUIDATE LONGS. THE SAME MANIPULATION OVER AND OVER AGAIN https://t.co/ndlg9pITBa"
X Link 2025-10-11T22:53Z [--] followers, [--] engagements
"Please let it happen. $ETH Imagine if this plays out 👀 $ETH https://t.co/VExuudLPza Imagine if this plays out 👀 $ETH https://t.co/VExuudLPza"
X Link 2025-10-30T11:33Z [--] followers, [--] engagements
"I just sold my whole Microstrategy position. $mstr $btc"
X Link 2025-11-10T21:35Z [--] followers, [---] engagements
"Den Start des Brenmarktes.👀 $btc $mstr $eth $bmnr #Bitcoin"
X Link 2025-11-13T18:57Z [--] followers, [--] engagements
"@Crypto_hoenix @fundstrat And its no longer just dilution at a premium to NAV. Shares are being issued at 1x NAV or even below. If Tom Lee is that confident the stock will re-rate massively why not raise capital from institutions at $100+ per share instead @fundstrat $eth #Ethereum $bmnr"
X Link 2026-01-04T12:26Z [--] followers, [--] engagements
"@IshfaaqPeerally @QualityInvest5 Even if fewer credit cards get issued people still have to pay for things. Those payments just shift to debit wallets BNPL PayPal Apple Pay etc - and almost all of those still run on Visa/Mastercard rails. It hurts the banks lending business not the payment networks"
X Link 2026-01-10T16:23Z [--] followers, [--] engagements
"Unpopular opinion: Instagram is more shit than LinkedIn. 🚨Cyber Alert - Instagram breach exposes data of [----] million accounts A major security breach affecting Instagram was discovered this week by Malwarebytes revealing that [----] million user accounts were compromised. The stolen data includes usernames email addresses phone https://t.co/4DrtPgXqm5 🚨Cyber Alert - Instagram breach exposes data of [----] million accounts A major security breach affecting Instagram was discovered this week by Malwarebytes revealing that [----] million user accounts were compromised. The stolen data includes"
X Link 2026-01-17T20:44Z [--] followers, [--] engagements
"Im skeptical about OpenAI moving toward ads. Theyre no longer the #1 AI nor do they have the strongest user growth. Adding ads risks pushing users to alternatives like Gemini. The move makes sense given the cash burn but Google simply has the longer runway. $goog $msft 🚨CHATGPT ADS ARENT BAD FOR GOOGLE Gene Munster says Google is positioned to do well in [----] calling it a rare case where OpenAI and Google can both emerge as winners. One of the most interesting tech storylines ahead. https://t.co/bbptFtEBIP 🚨CHATGPT ADS ARENT BAD FOR GOOGLE Gene Munster says Google is positioned to do well"
X Link 2026-01-17T20:59Z [--] followers, [---] engagements
"@dbtouch Agreed. Microsoft is indirectly bleeding cash here as well which likely explains why theyre also exploring partnerships beyond OpenAI like Anthropic or Grok. Hedging their AI exposure makes sense when burn rates are this high and leadership isnt as clear anymore"
X Link 2026-01-18T10:05Z [--] followers, [--] engagements
"If thats the ambition buying PayPal $PYPL wouldnt be far-fetched at all. Musk was one of the original founders PayPal already has global payment rails deep regulatory relationships and massive consumer trust. Instead of rebuilding everything from scratch hed save years of work by acquiring an infrastructure that already works at scale. Elon Musk says X could become half of the global financial system if done right. https://t.co/7ds709biO2 Elon Musk says X could become half of the global financial system if done right. https://t.co/7ds709biO2"
X Link 2026-01-18T19:04Z [--] followers, [---] engagements
"The deal itself isnt necessarily bad. The issue is that the objective isnt clear. How does Beast Industries actually tie into ETH or Bitmine And this is still a bet centered on one individual. Better communication couldve avoided a lot of confusion. $BMNR $ETH $BMNR + Mr. BEAST Deal is wildly misunderstood. Lots of "influencers + experts" trigger finger panic sold bottom on headlines. Here is how I see it: @fundstrat got in on Private round access into the biggest MEDIA company on earth. Backed early by top VCs (Social Capital etc) $BMNR + Mr. BEAST Deal is wildly misunderstood. Lots of"
X Link 2026-01-18T19:07Z [--] followers, [---] engagements
"@Polymarket One German soldier in Greenland right now: According to Trump Im worth $3bn. Lets talk"
X Link 2026-01-18T19:41Z [--] followers, [--] engagements
"The EUR has strengthened against the USD since early [----] driven by markets pricing in earlier and deeper Fed rate cuts relative to the ECB alongside softer US growth data. From my perspective as a European investor Im torn: A stronger euro hurts my US dividends as USD payouts translate into fewer euros. At the same time it boosts my buying power US stocks and crypto get cheaper in EUR terms. Income today vs. better entry points tomorrow. Whats your take https://twitter.com/i/web/status/2012974074427855001 https://twitter.com/i/web/status/2012974074427855001"
X Link 2026-01-18T19:43Z [--] followers, [--] engagements
"@Steph_iscrypto @grok Wait so my PayPal Bag is actually worth something $PYPL"
X Link 2026-01-19T12:13Z [--] followers, 10.8K engagements
"My takeaway from Bitmines Annual Shareholder Meeting: After reading a lot of reactions on X I honestly expected the worst. After watching it myself it was less dramatic than feared but it still lacked clarity and structure. The biggest open question for me: What is the actual objective behind the MrBeast investment Is it about supporting Ethereum adoption payments / DeFi a future bank license or simply a financial investment into Beast Industries Reach and distribution alone isnt a strategy. I dont have an issue with experimentation or the app itself. But as a shareholder I wouldve"
X Link 2026-01-19T18:28Z [--] followers, [--] engagements
"Oh fuck i read it wrong. Sorry guys.🫡 $PYPL @Steph_iscrypto @grok Wait so my PayPal Bag is actually worth something $PYPL https://t.co/UlNyOl3s1R @Steph_iscrypto @grok Wait so my PayPal Bag is actually worth something $PYPL https://t.co/UlNyOl3s1R"
X Link 2026-01-19T18:51Z [--] followers, [---] engagements
"🚨 NEWS: OpenAI and ServiceNow strike a deal to bring AI agents into enterprise software (WSJ). $NOW $MSFT"
X Link 2026-01-20T12:59Z [--] followers, [--] engagements
"Despite buying another [-----] BTC the Strategy stock seems to know only one direction today. Dilution is killing shareholders. Makes you wonder: imagine a company simply waiting for $MSTR to trade below MNAV and then just buying the whole thing instead🤯 $MSTR $BTC $STRC Strategy has acquired [-----] BTC for $2.13 billion at $95284 per bitcoin. As of 1/19/2026 we hodl [------] $BTC acquired for $53.92 billion at $75979 per bitcoin. $MSTR $STRC https://t.co/pJM0Yuy32w Strategy has acquired [-----] BTC for $2.13 billion at $95284 per bitcoin. As of 1/19/2026 we hodl [------] $BTC acquired for $53.92"
X Link 2026-01-20T14:59Z [--] followers, [--] engagements
"@WatcherGuru Supreme Court right now"
X Link 2026-01-20T15:27Z [--] followers, [---] engagements
"@grok Am I right here Are investors overlooking or underappreciating PayPals increased stake in e-commerce firm Shopware"
X Link 2026-01-20T18:31Z [--] followers, [--] engagements
"@blknoiz06 I always tell myself: the higher gold goes the more potential Bitcoin has. Bitcoin clearly has better properties and is therefore predestined to show stronger growth than gold longterm. Its only a matter of time"
X Link 2026-01-21T09:12Z [--] followers, [--] engagements
"Earnings season is officially underway 📊 Netflix opened the quarter with its Q4 [----] results and while the stock dipped on guidance the actual numbers were solid: Revenue of $12.05B up 18% YoY Net income of $2.42B up 29% Paid subscribers topped 325M globally Advertising revenue now scaling rapidly after doubling last year 📺💰 The stock reaction shows markets are watching guidance and growth cadence not just headlines especially with the massive Warner Bros deal in play. Over the next few weeks well get reports from heavyweights like Microsoft Apple Google Meta and Tesla which should give"
X Link 2026-01-21T20:21Z [--] followers, [--] engagements
"@AltcoinDaily Not yet. Ill start buying once we get closer to the 200-week SMA which is currently around $58000"
X Link 2026-01-21T21:19Z [--] followers, [---] engagements
"Update: price has moved even closer to the open gap. From a technical perspective it would be almost picture perfect if earnings trigger a sell-off and Microsoft $MSFT fully closes the gap. That would imply roughly 10% more downside to a potential bottom. Fr Microsoft $MSFT wird es charttechnisch ungemtlich. Wenn die Quartalszahlen enttuschen drfte das offene Gap bei $397 geschlossen werden - das wren vom aktuellen Kurs 13% und seit dem Doppeltop fast 30% Korrektur. Kauft ihr schon oder wartet ihr auf die Earnings 📉💻 https://t.co/9AMogt0pbN Fr Microsoft $MSFT wird es charttechnisch"
X Link 2026-01-21T21:34Z [--] followers, [--] engagements
"@patientinvestor Agreed. Valuation is starting to get really interesting here. If $MSFT continues to move lower and starts closing the open gap Ill definitely be a buyer as well"
X Link 2026-01-21T21:36Z [--] followers, [---] engagements
"@Mr_Derivatives Just close the open gap first and then we can talk about going higher. Id love to use that drop to finally add meaningfully to my position"
X Link 2026-01-21T21:43Z [--] followers, [---] engagements
"Ubisoft getting absolutely crushed down 30%+ today.🎮📉 Key financials 📊 Exp. 1.5B net bookings FY26 (down from 1.9B) 1B operating loss now expected Free cash flow deeply negative (400500M) Balance sheet still under pressure What triggered the sell-off: ❌6 games canceled (incl. Prince of Persia remake) Several major titles delayed 🔄 Massive company restructuring 🚫 Long-term guidance withdrawn Why markets hate this 😬 [--]. Canceled games = lost future revenue [--]. Restructuring = execution risk [--]. No guidance = maximum uncertainty Why some are still buying 👀 [--]. Capitulation-style move 2."
X Link 2026-01-22T15:43Z [--] followers, [--] engagements
"@truflation Lets get inflation down guys. Send in the bulls. 🐂📈"
X Link 2026-01-22T16:07Z [--] followers, [----] engagements
"@grok thoughts on this Too conservative or reasonable"
X Link 2026-01-22T19:48Z [--] followers, [--] engagements
"@coinbureau Honestly I hope stablecoin yield survives. Banks have a long history of not passing rates through to customers. If deposits paid fairly stablecoins wouldnt be a threat. Competition is healthy. Especially when it forces better terms for users"
X Link 2026-01-23T10:46Z [--] followers, [---] engagements
"Precious metals will outperform Bitcoin. No. They wont. Gold silver & copper guys talk about supply constraints. Bitcoin has a hard cap. No ramp-ups. No surprises. [--] million max. Even less in reality. $BTC Halving clocks ticking. Tick. Tock. 👑 https://twitter.com/i/web/status/2014767137005420797 https://twitter.com/i/web/status/2014767137005420797"
X Link 2026-01-23T18:28Z [--] followers, [--] engagements
"I dont want to crash the party on Google but theres still an open gap from September that usually gets filled sooner or later. $GOOG $GOOGL 👀 Filling that gap would imply a drop of roughly 35% with the gap closing around $312.📉 I honestly struggle to see what catalyst could cause such a move. Upcoming earnings in a few weeks are unlikely to be it. Theyve been consistently strong and I expect another clear beat this time as well.📊🤔 Technically: something to watch. Fundamentally: still very hard to argue against. https://twitter.com/i/web/status/2014804191160512765"
X Link 2026-01-23T20:55Z [---] followers, [---] engagements
"Thats likely intentional. With regulators actively discussing whether paying yield on holding a stablecoin should be allowed at all it makes sense for PayPal not to push the 4% too aggressively right now. Better to keep PYUSD low-profile while the rules are still being debated. $PYPL https://twitter.com/i/web/status/2015126638741090590 https://twitter.com/i/web/status/2015126638741090590"
X Link 2026-01-24T18:16Z [--] followers, [---] engagements
"@wallstengine @grok in what year can we expect bitcoin to flip/overtake silver and gold"
X Link 2026-01-26T11:04Z [--] followers, [---] engagements
"$5B in stablecoin revenue is impressive but the real question is what this looks like if yield on stablecoins is effectively banned under the GENIUS Act. Without yield there's far less reason to park capital long-term. Issuance only grows when users actually swap fiat into stables. 🤔 https://twitter.com/i/web/status/2015745419578364133 https://twitter.com/i/web/status/2015745419578364133"
X Link 2026-01-26T11:15Z [--] followers, [--] engagements
"@milesdeutscher And now think about how you feel if you only hold Altcoins. 😅"
X Link 2026-01-26T11:24Z [--] followers, [--] engagements
"So if I understand this correctly: TSMC becomes even more critical for Microsoft and the entire tech industry. TSMC in turn urgently depends on ASMLs machines. So to be honest: at this point ASML almost deserves to be the largest company in the world. Every Big Tech giant has alternatives somewhere in the stack - GPUs clouds software fabs. ASML doesnt. No substitutes. No competitors. No workaround. Without ASML advanced chips dont exist. Without advanced chips the AI revolution stops. https://twitter.com/i/web/status/2015842932256030919 https://twitter.com/i/web/status/2015842932256030919"
X Link 2026-01-26T17:43Z [--] followers, [---] engagements
"@unusual_whales Yeah Blume Im sure the US will rethink its entire auto tariff policy because of an Audi factory. 🤷♂"
X Link 2026-01-26T18:51Z [--] followers, [---] engagements
"@RihardJarc I am buying Amazon too right now. Talking about long-term compounders: Are Visa and Mastercard on you buy-list too"
X Link 2026-01-27T15:24Z [--] followers, [---] engagements
"$UNH down almost 20% today and its not just one thing. UnitedHealth delivered mixed Q4 results: - EPS slightly beat expectations - Revenue missed which matters more for sentiment and margins - Medical Care Ratio came in a bit higher than expected On top of that the bigger overhang came from Washington. The Trump administration proposed a very low Medicare Advantage rate increase for [----] (0.09%) far below the 46% many expected. Thats a clear signal of: - weaker reimbursement outlook - margin pressure for insurers - broader headwinds for the healthcare sector Revenue disappointment + policy"
X Link 2026-01-27T19:09Z [--] followers, [---] engagements
"@StockMKTNewz I dont know why but somehow I find myself rooting for Anthropic to emerge as the AI winner. $AMZN $GOOG"
X Link 2026-01-27T19:11Z [--] followers, [--] engagements
"I wouldnt call OpenAI a sinking ship. If they really get anywhere near $150B in revenue by [----] thats still absolutely insane even if competitors monetize more efficiently. That said: today Gemini and Claude are clearly ahead of ChatGPT in several areas especially coding. The gap is real just not fatal. https://twitter.com/i/web/status/2016474232029413807 https://twitter.com/i/web/status/2016474232029413807"
X Link 2026-01-28T11:31Z [--] followers, [---] engagements
"@WatcherGuru Pump & Dump incoming 😂"
X Link 2026-01-28T12:04Z [--] followers, [--] engagements
"@WatcherGuru The most important question now: on which blockchain Ethereum"
X Link 2026-01-28T14:31Z [--] followers, [--] engagements
"@PolymarketMoney My gut feeling says OpenAI and my head says Anthropic 🤷♂"
X Link 2026-01-28T19:23Z [--] followers, [---] engagements
"Another double beat. EPS + Revenue both above expectations. Microsoft keeps delivering - quarter after quarter. $MSFT JUST IN: MICROSOFT $MSFT REPORTED EARNINGS EPS of $4.14 beating expectations of $3.86🟢 Revenue of $81.3B beating expectations of $80.3B🟢 https://t.co/Idyy4o7WMH JUST IN: MICROSOFT $MSFT REPORTED EARNINGS EPS of $4.14 beating expectations of $3.86🟢 Revenue of $81.3B beating expectations of $80.3B🟢 https://t.co/Idyy4o7WMH"
X Link 2026-01-28T21:10Z [--] followers, [---] engagements
"EPS: $4.14 vs. $3.97 Revenue: $81.27B vs. $80.27B Revenue: +17% YoY Azure +39% (in line) Net income surged to $38.5B boosted by a $10B swing in other income tied to OpenAIs restructuring. Adjusted earnings exclude OpenAI effects core execution remains strong. $MSFT Another double beat. EPS + Revenue both above expectations. Microsoft keeps delivering - quarter after quarter. $MSFT Another double beat. EPS + Revenue both above expectations. Microsoft keeps delivering - quarter after quarter. $MSFT"
X Link 2026-01-28T21:16Z [--] followers, [---] engagements
"Update #2 on $MSFT: We did get a sharp sell-off after earnings from Microsoft but its clearly being bought right now (I used the drop to add as well). From here guidance becomes key. Either the gap stays open or were entering a slow bleed phase from here. Update: price has moved even closer to the open gap. From a technical perspective it would be almost picture perfect if earnings trigger a sell-off and Microsoft $MSFT fully closes the gap. That would imply roughly 10% more downside to a potential bottom. Update: price has moved even closer to the open gap. From a technical perspective it"
X Link 2026-01-28T21:33Z [--] followers, [---] engagements
"Oh wow. thats a lot. Looks like theres no pause in the AI race were actually just stepping it up. Now Im even more curious how this looks at Google's GCP and Amazons AWS. Apparently AI has only just started https://twitter.com/i/web/status/2016627268232294871 https://twitter.com/i/web/status/2016627268232294871"
X Link 2026-01-28T21:39Z [--] followers, [----] engagements
"@KobeissiLetter A 7% drop because of a slowdown in Azure cloud growth - while still posting 39% YoY growth - says more about market expectations than about Microsofts fundamentals. Definetly buying this dip"
X Link 2026-01-29T07:14Z [--] followers, [---] engagements
"This would be a major structural inflow catalyst. Opening the $12.5T 401k market to crypto would inevitably push significant capital into the space first and foremost Bitcoin and to some extent Ethereum. Retirement money moves slow but when it moves it moves big. https://twitter.com/i/web/status/2016860342635122819 https://twitter.com/i/web/status/2016860342635122819"
X Link 2026-01-29T13:05Z [---] followers, [---] engagements
"@weary_centurion Thanks appreciate it 🙌 What really matters is that the growth rates keep accelerating. Also enjoy your PayPal posts. Always good insights. Hopefully well all be riding some serious gains once narrative and sentiment turn. 💪📈"
X Link 2026-01-29T14:48Z [---] followers, [---] engagements
"I totally get that reaction - feeling exactly the same. 😂 From a pure chart perspective as long as the numbers dont turn into a disaster my max pain area is around $45. Theres still a gap from April [----]. A fill there wouldnt be shocking. At that point its less panic more decision time"
X Link 2026-01-29T15:14Z [---] followers, [---] engagements
"@DividendDynasty Lets hope they can at least hold or slightly grow the transaction-based metrics so analysts and bears dont get extra ammunition. Ill be judging PayPal primarily on OVAS as long as transactions remain reasonably stable"
X Link 2026-01-29T15:17Z [---] followers, [--] engagements
"I see it similarly. PayPal is trying to be present everywhere tapping growth from all regions globally. Together with PayPal World this is a clear attempt to scale worldwide.Of course this takes time and execution. But right now I genuinely trust the management. You can see it in the sheer number and quality of deals theyve done over the past year. https://twitter.com/i/web/status/2016925996935413952 https://twitter.com/i/web/status/2016925996935413952"
X Link 2026-01-29T17:26Z [---] followers, [---] engagements
"Update #3 on Microsoft $MSFT: As outlined weeks ago Microsoft has now moved into the open gap and has already started to partially fill it via the wick. From here multiple scenarios are in play. Bullish case: Earnings have created a new open gap to the upside. Ideally Microsoft would fully close the lower gap over the coming days/weeks potentially moving down toward $396. From there the setup would allow for a renewed push back above $480 aiming to fill the upper gap as well. Update #2 on $MSFT: We did get a sharp sell-off after earnings from Microsoft but its clearly being bought right now"
X Link 2026-01-29T17:40Z [---] followers, [---] engagements
"Thanks - I fully agree. At current levels the price action makes it look like everything at PayPal is falling apart while the fundamentals clearly dont support that narrative. No one is expecting Big Techstyle multiples here but pushing PayPal toward single-digit P/E territory feels completely overdone. If anything this setup gives PayPal room to shine at earnings. I really hope there wont be a rude awakening at earnings but its also hard to argue for extreme downside scenarios when a dividend was just initiated buybacks of at least $6B for [----] are likely and cash generation remains strong."
X Link 2026-01-29T21:13Z [---] followers, [---] engagements
"@KobeissiLetter Honestly even I would probably try to grab shares at that IPO. If SpaceX and xAI really come together that would be one of the most powerful companies on the planet. Hard to ignore a combo of space infrastructure + frontier AI.🤯"
X Link 2026-01-29T21:15Z [---] followers, [---] engagements
"Visa $V with a very strong quarter. Q1 FY26 highlights: Revenue $10.9B (+15% YoY) GAAP EPS $3.03 (+17%) non-GAAP EPS $3.17 (+15%) Payments volume +8% Cross-border volume +12% (ex-intra Europe +11%) Processed transactions +9% $5.1B returned to shareholders (buybacks + dividends) What stands out: 👉 Other revenue +33% YoY 👉 Data processing revenue +17% 👉 Value-added services & money movement continue to outgrow core volumes Resilient consumer spending strong cross-border demand and continued growth in value-added services. Visa once again shows why the model keeps compounding."
X Link 2026-01-29T21:32Z [---] followers, [---] engagements
"🚨BREAKING: Trump nominates Kevin Warsh as the next Federal Reserve Chair set to succeed Jerome Powell pending Senate confirmation. 👤 Warsh is a former Federal Reserve Governor (2006-2011) economic adviser in the White House and longtime Wall Street veteran. 🔥 Known for his deep policy experience and involvement in the [----] financial crisis response hes respected in markets but has also critiqued Fed policy and called for changes. 📈 His nomination reflects Trumps push for a Fed more aligned with lower rates and reforming monetary policy. https://twitter.com/i/web/status/2017214905288397089"
X Link 2026-01-30T12:34Z [---] followers, [--] engagements
"@WatcherGuru Never thought Id say this but he somehow managed to buy ETH worse than Michael Saylor bought Bitcoin. Bitmine is heading into a free fall on Monday. $BMNR $ETH 😅"
X Link 2026-01-31T18:17Z [---] followers, [----] engagements
"When exactly is the stock split supposed to happen for Bitmine stock that Tom Lee (@fundstrat) used as justification for this huge capital raise Do we get a share buyback announcement on Monday or are we about to be diluted straight into hell Michael Saylorstyle $BMNR $ETH"
X Link 2026-01-31T18:36Z [---] followers, [---] engagements
"This is exactly where market narratives stop making sense to me. General Motors $GM is trading at all-time highs despite: - limited revenue growth - limited earnings growth - no meaningful moat in a brutally competitive industry ➡Yet the stock now commands a higher multiple. At the same time PayPal $PYPL shows: - strong and reliable cash flows - massive ongoing buybacks - exposure to multiple fast-growing markets - a far stronger long-term business model and still trades at a lower valuation with the stock and market cap hovering near multi-year lows. To me thats a completely broken"
X Link 2026-01-27T19:26Z [---] followers, [---] engagements
"@CoinMarketCap Pulling the swipe-fee amendment is a win for Visa and Mastercard. No margin risk no political baggage - and the crypto bill stays focused on crypto. $V $MA"
X Link 2026-01-27T20:04Z [---] followers, [---] engagements
"Mastercard delivers another very strong quarter. $MA 💳 Q4 revenue $8.8B (+18% YoY) 💰 EPS $4.52 (+24% YoY) Adj. EPS $4.76 📈 Operating income +25% margin expands to 55.8% 🛒 Purchase volume +9% GDV +7% 🔧 Value-added services growing +23% Healthy consumer spending strong pricing power and operating leverage on full display. Payments remain one of the cleanest growth + margin stories in the market. https://twitter.com/i/web/status/2016863848746164367 https://twitter.com/i/web/status/2016863848746164367"
X Link 2026-01-29T13:19Z [---] followers, 16.1K engagements
"@FinancePotentia I expect Visa $V to deliver a double beat as well similar to Mastercard $MA. When you say insiders have already decided we knew it months ago you mean members of Congress holding Mastercard shares/options and thats why you expected strong numbers 👀"
X Link 2026-01-29T15:10Z [---] followers, [---] engagements
"Google likely delivers another blowout quarter. Cloud momentum + AI monetization are finally showing up in the numbers. Amazon / AWS is trickier. I expect a beat but probably not a huge one. Recent softness and optimization cycles at AWS still matter. So yes expectations beaten across the board just with very different intensity. That's my prediction. 😅 https://twitter.com/i/web/status/2018377598682759325 https://twitter.com/i/web/status/2018377598682759325"
X Link 2026-02-02T17:34Z [---] followers, [---] engagements
"SpaceX in advanced talks to merge with xAI This would be a massive strategic move. A combined SpaceX + xAI entity would instantly be valued as a systems company not just aerospace or AI. Data compute demand real-world deployment autonomy. All under one roof. If this ever hits public markets the valuation could be enormous. Personally Id have very little hesitation owning a meaningful stake. JUST IN: Elon Musk confirms SpaceX is in advanced talks to merge with xAI. https://t.co/xKpWM4hlq6 JUST IN: Elon Musk confirms SpaceX is in advanced talks to merge with xAI. https://t.co/xKpWM4hlq6"
X Link 2026-02-02T17:43Z [---] followers, [--] engagements
"@WatcherGuru AI trained on X-scale data tested in simulations deployed in the real world via SpaceX. Thats not a company merger. Thats a full-stack AI platform coming together"
X Link 2026-02-02T17:44Z [---] followers, [--] engagements
"@StockSavvyShay Looks like AI leadership model quality alone. Even if Claude and Gemini feel technically ahead OpenAI keeps landing big enterprise deals. $200M with Snowflake says a lot about where distribution trust and ecosystem still sit. 🤔"
X Link 2026-02-02T18:18Z [---] followers, [--] engagements
"@0xleegenz [---] days already So 1/3 behind us. Crazy how fast we are nearing bull market. 🤯"
X Link 2026-02-03T12:21Z [---] followers, [---] engagements
"I genuinely wonder how Alex Chriss could have made such statements about future growth back then. How could the outlook have been this wrong that were now getting guidance like this And the bigger question: was this really on Alex Chriss I also cant help but ask - if he were still CEO today what would he say about this quarter and the [----] outlook 🤔 https://twitter.com/i/web/status/2018734523110814157 https://twitter.com/i/web/status/2018734523110814157"
X Link 2026-02-03T17:13Z [---] followers, [---] engagements
"Wait - am I reading this correctly Paul Golding a very good analyst just reaffirmed Outperform on PayPal $PYPL with a $100 price target after these earnings Does anyone have his full thesis on how he gets there https://twitter.com/i/web/status/2018736193035243974 https://twitter.com/i/web/status/2018736193035243974"
X Link 2026-02-03T17:19Z [---] followers, [---] engagements
"Great post and insights. Looking at PayPals recent history is fascinating and at the same time concerning. The company that once defined digital payments has struggled to clearly articulate what it wants to be in todays fintech environment. Strategic shifts reorganizations and changing narratives have created uncertainty both internally and externally. What is happening at PayPal right now feels sharp and unsettling. There is undeniable pressure from competitors changing consumer behavior and margin compression but some of the turbulence appears self-inflicted. Decisions over the past few"
X Link 2026-02-03T23:35Z [---] followers, [----] engagements
"Looks like a 1:0 for Anthropic/Claude. Lets see if OpenAI/ChatGPT can clap back - or maybe Gemini and Grok joining in. 😅😂 Anthropic have just buried OpenAI and ChatGPT with this ad lmfao Theres no coming back from that https://t.co/LG2Qzh1WZK Anthropic have just buried OpenAI and ChatGPT with this ad lmfao Theres no coming back from that https://t.co/LG2Qzh1WZK"
X Link 2026-02-04T21:07Z [---] followers, [--] engagements
"Interesting Ticker $X getting secured sure looks like preparations are quietly moving forward. If this ends up being SpaceX + xAI then IPO groundwork is likely already underway. Things are starting to get spicy. 🚀👀 JUST IN: Ticker $X has been secured by someone JUST IN: Ticker $X has been secured by someone"
X Link 2026-02-04T22:00Z [---] followers, [---] engagements
"Sorry but wasnt this ad just Anthropic poking fun Why not take it with humor and use it as an opportunity to fire back with one of your actual strengths vs Claude You might be right on substance - but why are you so mad bro It was just a joke. It's not that deep. 😅 https://twitter.com/i/web/status/2019171487849279831 https://twitter.com/i/web/status/2019171487849279831"
X Link 2026-02-04T22:09Z [---] followers, [--] engagements
"@amitisinvesting What else are you expecting him to say 😅"
X Link 2026-02-04T22:23Z [---] followers, [----] engagements
"@aakashgupta Honestly I wouldnt mind SpaceX + xAI landing directly in the S&P 500.😌 Even better for me. Id automatically own a position via my index exposure without buying a single share myself and still participate in the long-term upside. 📈"
X Link 2026-02-05T17:20Z [---] followers, [----] engagements
"Update #5 on Microsoft $MSFT: As expected from the prior updates Microsoft has now officially closed the open gap. The green demand zone has done its job. From here multiple paths are possible. The next key technical focus is the open gap between $440-$480. The latest candle looks constructive / bullish which keeps a potential V-shaped recovery on the table. That could either lead to a push through the 200-SMA and a move back toward ATHs - or we see a rejection at that level and a phase of sideways consolidation instead. Its also worth noting that fear in the broader market is already"
X Link 2026-02-05T17:34Z [---] followers, [---] engagements
"US Inflation Update: Headline CPI came in 0.1% below expectations and 0.3% lower than last month - a clear sign that disinflation is continuing. Core CPI the metric the Fed watches most closely for rate decisions also eased by 0.1% month-over-month. Inflation trend still moving toward 2% No reacceleration in core Fed policy so far appears to be working The soft-landing narrative remains intact for now. However a key variable lies ahead: Jerome Powell is expected to step down within the next three months. A potential shift to Warsh could alter the tone of monetary policy. For the moment though"
X Link 2026-02-13T22:35Z [---] followers, [--] engagements
"Die Brse versteht es nicht nur ich ist gefhrlich eigene Recherche gegen den Konsens nicht. [----] war Telekom in Deutschland verhasst. Ich hab mir Zahlen & Management angeschaut und investiert. Ergebnis seit Ende 2018: 161% CAGR inkl. [-----] Dividenden. 📊 $DTE $TMUS die Brse versteht es nicht nur ich ist ein Hot Take den man in der Regel teuer bezahlt thanks for coming to my TED talk https://t.co/M3KUKF8kYz die Brse versteht es nicht nur ich ist ein Hot Take den man in der Regel teuer bezahlt thanks for coming to my TED talk https://t.co/M3KUKF8kYz"
X Link 2026-01-12T21:15Z [---] followers, [---] engagements
"This is exactly where Deutsche Telekom stands to benefit. Through T-Systems DT already positions itself as a sovereign EU-based cloud and IT services provider for public administrations and critical infrastructure. If EU public procurement increasingly prioritises non-US cloud options to reduce Cloud Act and dependency risks T-Systems becomes a natural partner. Even if hybrid models with US hyperscalers remain in place. $TMUS BREAKING: Europe is pushing for digital sovereignty to reduce its heavy dependence on US tech giants. January [----] European Parliament resolution calling for"
X Link 2026-01-26T12:39Z [---] followers, [--] engagements
"Deutsche Telekom Aktionr hier 👋 Werde nie vergessen wie ich als erste Aktie Telekom gekauft habe nachdem alle nur das Unternehmen schlecht geredet haben. Hab mir damals fundamental alles angeschaut und war komplett der gegenteiligen Meinung. Fhlt sich echt gut an richtig gelegen zu haben 😊 https://twitter.com/i/web/status/2019108831997952013 https://twitter.com/i/web/status/2019108831997952013"
X Link 2026-02-04T18:00Z [---] followers, [---] engagements
"Checkout needs to be on par with Stripe Apple Pay and Google Pay - no excuses. Either Fastlane & co. deliver real measurable advantages or theyre just a convenient talking point. Fully with you on the dividend. Paying out $130M per quarter adds complexity without solving any core issue. That cash would have been far better used to actually fix execution and move the business forward. https://twitter.com/i/web/status/2020936059782299714 https://twitter.com/i/web/status/2020936059782299714"
X Link 2026-02-09T19:01Z [---] followers, [--] engagements
"The current software selloff isnt just emotional panic. Its a structural repricing in an AI-driven world. AI is not another metaverse cycle. Its not a temporary narrative that fades with liquidity. Its improving structurally becoming more autonomous and in some areas already writing its own code. That alone forces us to rethink how durable software moats really are. Were seeing the early stages of agentic commerce. Entire customer journeys could disappear as LLMs search compare and execute purchases on behalf of users. If distribution and interface layers become abstracted away many"
X Link 2026-02-11T20:10Z [---] followers, [--] engagements
"@LeonidasNFT Something definitely feels off with Binance. Even my gut is telling me there are too many red flags piling up at once. These are pretty serious signals. At the same time its hard to imagine them actually going under. Still in crypto you cant ignore warning signs.🤔"
X Link 2026-02-11T22:23Z [---] followers, [---] engagements
"Genau das ist einer der Top-Grnde warum Elektrolyseur-Hersteller wie Nel $NEL so einen Kursabsturz haben. Projekte werden solange nicht weitergefhrt bis politische Klarheit herrscht und Subventionen geflossen sind. #Wasserstoff $ITM $PLUG $APD $LIN https://x.com/kaffjamesnewtow/status/1786424004250567005 Air Products stalls $4bn project to wait on final call about green hydrogen Air Products gasworld https://t.co/ocTVlBtWYk https://x.com/kaffjamesnewtow/status/1786424004250567005 Air Products stalls $4bn project to wait on final call about green hydrogen Air Products gasworld"
X Link 2024-05-07T13:00Z [---] followers, [---] engagements
"Morgen gibt es eine Aktienanalyse zu den Q1-Zahlen & neusten Entwicklungen von @nelhydrogen 🗓13.05. um [--] Uhr Gerne schon mal auf YouTube abonnieren damit Ihr das Video nicht verpasst: #NelAsa #Wasserstoff $NEL $ITM $PLUG https://www.youtube.com/@SpicyOffiziellsub_confirmation=1 https://www.youtube.com/@SpicyOffiziellsub_confirmation=1"
X Link 2024-05-12T13:19Z [---] followers, [---] engagements
"Neues Video ist online Kommt die MASSENPRODUKTION von ELEKTROLYSEUREN NEL ASA Was ist eure Meinung zu #Wasserstoff und Nel Asa Lasst es mich in den Kommentaren wissen $NEL $ITM $PLUG $LIN $MCPHY $NLLSF #Aktien #Brse 👇👇👇👇👇👇 https://youtu.be/lNODtj6kgg8 https://youtu.be/lNODtj6kgg8"
X Link 2024-05-13T15:39Z [---] followers, [---] engagements
"- 14% Umsatzwachstum YoY - Nettoverlust von [----] auf [---] Mio. NOK gefallen - positiver Einmaleffekt dank Neuverhandlung mit #Nikola - Auftragseingang Q1'24: [---] Mio. NOK - Auftragsbestand: [--] Mrd. NOK ➡YT-Video: #Aktien #NelAsa $NEL $NLLSF $ITM $PLUG https://youtu.be/lNODtj6kgg8 https://youtu.be/lNODtj6kgg8"
X Link 2024-05-13T16:09Z [---] followers, [---] engagements
"- Cash: [--] Mrd. NOK - langfr. Schulden: [--] Mio. NOK - langfr. Schulden gesamt: [---] Mio. NOK - Cashburn: [--] Mrd. NOK - [--] MW Bestellung von Samsung C&T - Abspaltung von Fueling-Segment in Planung ➡YT-Video: #Aktien $NEL $NLLSF $ITM $PLUG https://youtu.be/lNODtj6kgg8 https://youtu.be/lNODtj6kgg8"
X Link 2024-05-13T16:09Z [---] followers, [--] engagements
"- Kapazittsreservierung von Hy Stor Energy fr [--] GW an Alkaline & PEM-Elektrolyseure - aktuelles KUV: [--] historisch: 75-10 - Marketcap: 800M - Bodenbildung bei ca. [---] - [---] Tage Linie bei [---] ➡YT-Video: #Aktien $NEL $NLLSF $ITM $PLUG https://youtu.be/lNODtj6kgg8 https://youtu.be/lNODtj6kgg8"
X Link 2024-05-13T16:09Z [---] followers, [---] engagements
"- European Hydrogen Bank gibt Sieger der [--]. Auktion fr 720M bekannt - Budget 15-fach berzeichnet - $170M an Zuschssen fr 4GW-Fabrik in Michigan USA - Analystenkursziel: [---] NOK bzw. +1534% ➡YT-Video: #Aktien $NEL $NLLSF $ITM $PLUG https://youtu.be/lNODtj6kgg8 https://youtu.be/lNODtj6kgg8"
X Link 2024-05-13T16:09Z [---] followers, [--] engagements
"Visa & Mastercard show exactly where PayPal is heading. $V $MA $PYPL And the market is still looking at the wrong metric. For years the focus was almost entirely on transactions & volume growth. That phase is largely over. Payments are mature penetration is high competition is everywhere (Apple Pay Google Pay Amazon Pay Stripe Adyen Shopify Payments Klarna etc.). The real growth engine today is OVAS (Other / Value-Added Services). Visa and Mastercard have already completed this shift: - Only 30% of revenue comes from OVAS - But 40%+ of operating profit is generated there The payment rails"
X Link 2026-01-29T14:02Z [---] followers, 22.2K engagements
"Apparently yes. But it feels like the market is pricing in Anthropic not just rating credit - but eventually taking over everything. 🙃 https://twitter.com/i/web/status/2018737465243176987 https://twitter.com/i/web/status/2018737465243176987"
X Link 2026-02-03T17:24Z [---] followers, [---] engagements
"DEUTSCHLANDS ERSTE KI-FABRIK FR DIE INDUSTRIE IST LIVE - Aktie +53% Die Deutsche Telekom hat in Mnchen offiziell ihre Industrial AI Cloud in Betrieb genommen - eine der grten KI-Fabriken Europas. Gemeinsam mit Nvidia SAP Siemens und weiteren Partnern entsteht hier ein neuer KI-Hub fr Deutschland und Europa. $NVDA $SAP $SIE 📈Die nackten Fakten sind beeindruckend: [--]. rund [------] NVIDIA Blackwell GPUs [--]. bis zu [--] ExaFLOPS Rechenleistung [--]. genug Power damit theoretisch alle [---] Mio. EU-Brger gleichzeitig einen KI-Assistenten nutzen knnten ⚙Aber entscheidender als die rohe Leistung ist der"
X Link 2026-02-04T14:07Z [---] followers, [---] engagements
"This is honestly one of the most fascinating AI developments lately and if it works flawlessly its a massive deal. Real-time AI translation built directly into the network Thats not a gimmick. Thats infrastructure-level disruption. If I can speak in my best language and the other person hears it perfectly in theirs language barriers basically disappear. Think about what that means for consulting sales customer support cross-border commerce. No need for local language teams. No need to hire or train for specific languages. Entire friction layers vanish. For Duolingo though this makes the moat"
X Link 2026-02-11T20:52Z [---] followers, [--] engagements
"Lets wait and see how Ethereum performs in the next bull run. I think (and hope) that it will deliver strong returns driven by the growth of stablecoins and the tokenization of real-world assets. As utilization and adoption increase the network becomes more valuable because it delivers real utility. If all of that (combined with ETFs and DATs) doesnt at least result in a CAGR comparable to the Nasdaq or major tech stocks then Id have to accept that its a poor investment. In theory theres also a potential dividend component through staking rewards which should be included in the calculation of"
X Link 2026-02-12T08:40Z [---] followers, [---] engagements
"@TedPillows Bear market bottom is going to be between $40.000-$50.000 🎯"
X Link 2026-02-12T12:48Z [---] followers, [--] engagements
"@DeepIceValue He bought [--] Shares of Air Products 🤣"
X Link 2026-02-12T14:43Z [---] followers, [----] engagements
"When I posted the chart update on T-Mobile US approaching the 200-week SMA the setup was purely structural. Now we have confirmation. T-Mobile US $TMUS delivered strong results raised its [----] outlook for service revenue and adjusted free cash flow and once again demonstrated why it remains the most compelling growth story in U.S. telecom. The technical reaction couldnt have been cleaner. Price tested the long-term 200-week moving average (a level that has historically acted as structural support) and bounced decisively. Momentum is now turning higher again reinforcing that the correction"
X Link 2026-02-12T20:48Z [---] followers, [---] engagements
"@IchLerne2 Do you have the QoQ comparison Management only referenced YoY +15pp to 36%. I havent seen a sequential figure mentioned"
X Link 2026-02-12T21:11Z [---] followers, [--] engagements
"@StockMKTNewz Not just a buy - straight into the second-largest position at 10% of the portfolio. Thats conviction. I stay bullish on $AMZN and keep adding"
X Link 2026-02-13T22:39Z [---] followers, [---] engagements
"I need to start with one thing that genuinely pissed me off during the PayPal earnings call. $PYPL Jamie Miller said one of the main reasons for weak branded checkout growth is that merchant adoption is taking longer than expected. How can something THIS simple take so unnecessarily long If PayPal is truly convinced the new checkout is way better then merchants below a certain revenue threshold should be forced to migrate - period. If you don't want to force them then put merchants under pressure by saying "if you stay on this old version you gotta pay higher fees. If you upgrade you get the"
X Link 2026-02-09T18:43Z [---] followers, [---] engagements
"In theory thats a healthy sign. But just like we might see diminishing drawdowns we could also see diminishing returns over time. Lower volatility would probably benefit Bitcoin long term even if the biggest money is made when you survive the brutal swings. Would love to see a similar breakdown for historic Bitcoin bull runs as well. 📈 https://twitter.com/i/web/status/2022442313201471965 https://twitter.com/i/web/status/2022442313201471965"
X Link 2026-02-13T22:46Z [---] followers, [---] engagements
"@RentYourStocks Meta wasnt exactly on my shortlist of potential buyers. Whos actually reporting these rumors Any credible source or is this just circulating on X"
X Link 2026-02-13T22:50Z [---] followers, [----] engagements
"@Cointelegraph The one and only: Bitcoin 🤝"
X Link 2026-02-13T10:58Z [---] followers, [---] engagements
"AI isnt (yet) a revenue revolution - its a margin machine. Good examples of what I meant in my previous post: If you listen to recent earnings calls from companies like S&P Global $SPGI and T-Mobile US $TMUS youll notice a clear pattern. S&P Global explicitly framed AI as a margin lever. They talked about productivity gains workflow automation and even mentioned that theyve likely reached peak headcount. But there was no concrete discussion of AI opening up entirely new revenue pools at scale. The emphasis was cost efficiency. T-Mobile US went even further. They quantified AI-driven savings"
X Link 2026-02-15T20:42Z [---] followers, [--] engagements
"People just dont understand Tom. Hes a constant-bull guy. Hes almost always bullish and over the long run hes on the right side of the trend. I dont take his specific dates for bottoms too literally. Thats not really the point. His framework is long-term not week-to-week precision timing"
X Link 2026-02-15T20:47Z [---] followers, [--] engagements
"@coinbureau Since when does Bitcoin count to Altcoins 🤨"
X Link 2026-02-15T20:48Z [---] followers, [---] engagements
"AI isnt (yet) a revenue revolution - its a margin machine. Good examples of what I meant in my previous post: If you listen to recent earnings calls from companies like S&P Global $SPGI and T-Mobile US $TMUS youll notice a clear pattern. S&P Global explicitly framed AI as a margin lever. They talked about productivity gains workflow automation and even mentioned that theyve likely reached peak headcount. But there was no concrete discussion of AI opening up entirely new revenue pools at scale. The emphasis was cost efficiency. T-Mobile US went even further. They quantified AI-driven savings"
X Link 2026-02-15T20:42Z [---] followers, [--] engagements
"The current software selloff isnt just emotional panic. Its a structural repricing in an AI-driven world. AI is not another metaverse cycle. Its not a temporary narrative that fades with liquidity. Its improving structurally becoming more autonomous and in some areas already writing its own code. That alone forces us to rethink how durable software moats really are. Were seeing the early stages of agentic commerce. Entire customer journeys could disappear as LLMs search compare and execute purchases on behalf of users. If distribution and interface layers become abstracted away many"
X Link 2026-02-11T20:10Z [---] followers, [--] engagements
"US Inflation Update: Headline CPI came in 0.1% below expectations and 0.3% lower than last month - a clear sign that disinflation is continuing. Core CPI the metric the Fed watches most closely for rate decisions also eased by 0.1% month-over-month. Inflation trend still moving toward 2% No reacceleration in core Fed policy so far appears to be working The soft-landing narrative remains intact for now. However a key variable lies ahead: Jerome Powell is expected to step down within the next three months. A potential shift to Warsh could alter the tone of monetary policy. For the moment though"
X Link 2026-02-13T22:35Z [---] followers, [--] engagements
"When I posted the chart update on T-Mobile US approaching the 200-week SMA the setup was purely structural. Now we have confirmation. T-Mobile US $TMUS delivered strong results raised its [----] outlook for service revenue and adjusted free cash flow and once again demonstrated why it remains the most compelling growth story in U.S. telecom. The technical reaction couldnt have been cleaner. Price tested the long-term 200-week moving average (a level that has historically acted as structural support) and bounced decisively. Momentum is now turning higher again reinforcing that the correction"
X Link 2026-02-12T20:48Z [---] followers, [---] engagements
"Wenn man sich den T-Mobile US Chart nchtern anschaut wird es langsam wieder spannend. Auch im Hinblick auf die Deutsche Telekom $TMUS Nach einer extrem starken Rallye kam zuletzt eine saubere Korrektur und der Kurs nhert sich nun der langfristig wichtigen 200-Wochen-Linie. Genau diese Zone war historisch oft ein Bereich in dem sich langfristige Einstiege angeboten haben. Nicht als Timing-Perfektion sondern als strukturell sinnvolles Niveau. Was das Ganze zustzlich interessant macht: T-Mobile US ist der wichtigste Werttreiber der Deutschen Telekom. Ein groer Teil der Bewertung der Telekom hngt"
X Link 2026-01-23T11:25Z [---] followers, [---] engagements
"Most people will scroll past this. For me: Accumulation mode on. Clocks ticking. $BTC $ETH You have eight months to buy as much bitcoin & ethereum as you can. You have eight months to buy as much bitcoin & ethereum as you can"
X Link 2026-02-12T12:03Z [---] followers, [--] engagements
"You have eight months to buy as much bitcoin & ethereum as you can"
X Link 2026-02-11T22:05Z 2M followers, 83.3K engagements
"This is honestly one of the most fascinating AI developments lately and if it works flawlessly its a massive deal. Real-time AI translation built directly into the network Thats not a gimmick. Thats infrastructure-level disruption. If I can speak in my best language and the other person hears it perfectly in theirs language barriers basically disappear. Think about what that means for consulting sales customer support cross-border commerce. No need for local language teams. No need to hire or train for specific languages. Entire friction layers vanish. For Duolingo though this makes the moat"
X Link 2026-02-11T20:52Z [---] followers, [--] engagements
"$TMUS $DUOL T-Mobile introduced real-time AI translation for phone calls across 50+ languages built directly into its wireless network 🗣💬 Shares of Duolingo fell about 5% in premarket trading. How big is the moat of Duolingo 🤔"
X Link 2026-02-11T14:56Z 40.6K followers, 13.9K engagements
"On Sep [--] [----] I publicly said Joseph Carlsons Duolingo $DUOL investment would prove to be a mistake. Since that tweet: -60% ✅ From the ATH: -80% ✅ 🍏 Apple AirPods can now live translate. 🤯 Ill say it publicly: Joseph Carlsons Duolingo investment will prove to be a mistake short mid & long term especially vs. S&P [---] or Big Tech returns. 📉 $duol $aapl 🍏 Apple AirPods can now live translate. 🤯 Ill say it publicly: Joseph Carlsons Duolingo investment will prove to be a mistake short mid & long term especially vs. S&P [---] or Big Tech returns. 📉 $duol $aapl"
X Link 2026-02-11T20:33Z [---] followers, [---] engagements
"🍏 Apple AirPods can now live translate. 🤯 Ill say it publicly: Joseph Carlsons Duolingo investment will prove to be a mistake short mid & long term especially vs. S&P [---] or Big Tech returns. 📉 $duol $aapl New Duolingo bear case just dropped. Apple announces AirPods with live language translation. $AAPL $DUOL https://t.co/5r1Efy0NQY New Duolingo bear case just dropped. Apple announces AirPods with live language translation. $AAPL $DUOL https://t.co/5r1Efy0NQY"
X Link 2025-09-09T18:13Z [---] followers, [---] engagements
"I need to start with one thing that genuinely pissed me off during the PayPal earnings call. $PYPL Jamie Miller said one of the main reasons for weak branded checkout growth is that merchant adoption is taking longer than expected. How can something THIS simple take so unnecessarily long If PayPal is truly convinced the new checkout is way better then merchants below a certain revenue threshold should be forced to migrate - period. If you don't want to force them then put merchants under pressure by saying "if you stay on this old version you gotta pay higher fees. If you upgrade you get the"
X Link 2026-02-09T18:43Z [---] followers, [---] engagements
"Visa & Mastercard show exactly where PayPal is heading. $V $MA $PYPL And the market is still looking at the wrong metric. For years the focus was almost entirely on transactions & volume growth. That phase is largely over. Payments are mature penetration is high competition is everywhere (Apple Pay Google Pay Amazon Pay Stripe Adyen Shopify Payments Klarna etc.). The real growth engine today is OVAS (Other / Value-Added Services). Visa and Mastercard have already completed this shift: - Only 30% of revenue comes from OVAS - But 40%+ of operating profit is generated there The payment rails"
X Link 2026-01-29T14:02Z [---] followers, 22.2K engagements
"Update #5 on Microsoft $MSFT: As expected from the prior updates Microsoft has now officially closed the open gap. The green demand zone has done its job. From here multiple paths are possible. The next key technical focus is the open gap between $440-$480. The latest candle looks constructive / bullish which keeps a potential V-shaped recovery on the table. That could either lead to a push through the 200-SMA and a move back toward ATHs - or we see a rejection at that level and a phase of sideways consolidation instead. Its also worth noting that fear in the broader market is already"
X Link 2026-02-05T17:34Z [---] followers, [---] engagements
"Update #4 on Microsoft $MSFT: As shown in the latest chart Microsoft has continued to move deeper into the open gap and is increasingly closing it. At this point only 4% remain until the gap is fully filled. Once completed the next technical target would be the open gap between $440$480 as long as broader markets cooperate and no major negative news hits. Fundamentally the numbers were very strong overall. Yes you can nitpick a few details here and there but every single business segment remains in strong-growth mode. I added a small position two days ago and plan to keep doing so. Microsoft"
X Link 2026-02-04T13:51Z [---] followers, [---] engagements
"That was my third add into Bitcoin & Ethereum now. Feels good to finally build positions again - especially after taking profits on Bitcoin between late Q324 and mid Q325. Looking back at this period in October [----] will be pure joy. 😊 Took a bit more size this time: [------] BTC @ [-----] [------] $BTC [----] ETH @ [----] [------] $ETH Are you already buying again or still waiting 👀💭 Ladies and gentlemen after [---] days (Bitcoin) and [---] days (Ethereum) since my last purchase I just bought my first BTC & ETH again. DCA is back on. 😊 $BTC $ETH https://t.co/wfCGI70SLA Ladies and gentlemen after 479"
X Link 2026-02-05T17:14Z [---] followers, [---] engagements
"Ladies and gentlemen after [---] days (Bitcoin) and [---] days (Ethereum) since my last purchase I just bought my first BTC & ETH again. DCA is back on. 😊 $BTC $ETH"
X Link 2026-01-31T17:40Z [---] followers, [---] engagements
"Damn. ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL"
X Link 2026-02-04T22:19Z [---] followers, [--] engagements
"ALPHABET CEO: APPLE PICKED GOOGLE CLOUD AS ITS PREFERRED CLOUD PROVIDER - CONF CALL"
X Link 2026-02-04T21:53Z 1.2M followers, 213.3K engagements
"Interesting Ticker $X getting secured sure looks like preparations are quietly moving forward. If this ends up being SpaceX + xAI then IPO groundwork is likely already underway. Things are starting to get spicy. 🚀👀 JUST IN: Ticker $X has been secured by someone JUST IN: Ticker $X has been secured by someone"
X Link 2026-02-04T22:00Z [---] followers, [---] engagements
"JUST IN: Ticker $X has been secured by someone"
X Link 2026-02-04T20:35Z 323.2K followers, 1.7M engagements
"Update on Alphabet / Google after earnings: Google once again delivered a very strong quarter pretty much as expected. 📊Q4 highlights: Revenue +18% Search & other +17% YouTube Ads +9% Google Cloud +48% EBIT +16% (32% margin) EPS +31% Gemini App now at 750M+ monthly active users Despite these outstanding numbers the stock is only slightly up. To me that reinforces the idea that Google is currently priced close to perfection. At these levels even great results dont automatically push prices much higher. And if we do get a broader S&P [---] correction I expect Google to come down as well."
X Link 2026-02-04T21:55Z [---] followers, [---] engagements
"Quick reminder on Alphabet / Google: On the daily chart Alphabet still has an open gap between $212$225. A full gap fill would imply a drawdown of roughly 35% from here. Earnings are out tonight. That should give us clarity on whether price starts moving toward that gap or if it remains open for now. Even with fundamentally strong numbers I wouldnt rule out near-term downside. A lot is already priced in at these levels so good results dont automatically mean higher prices. I already took some small profits yesterday. Long term my view hasnt changed: Alphabet Microsoft and Amazon remain three"
X Link 2026-02-04T16:57Z [---] followers, [---] engagements
"Looks like a 1:0 for Anthropic/Claude. Lets see if OpenAI/ChatGPT can clap back - or maybe Gemini and Grok joining in. 😅😂 Anthropic have just buried OpenAI and ChatGPT with this ad lmfao Theres no coming back from that https://t.co/LG2Qzh1WZK Anthropic have just buried OpenAI and ChatGPT with this ad lmfao Theres no coming back from that https://t.co/LG2Qzh1WZK"
X Link 2026-02-04T21:07Z [---] followers, [--] engagements
"Anthropic have just buried OpenAI and ChatGPT with this ad lmfao Theres no coming back from that"
X Link 2026-02-04T16:57Z 17.1K followers, 3.1M engagements
"I dont want to crash the party on Google but theres still an open gap from September that usually gets filled sooner or later. $GOOG $GOOGL 👀 Filling that gap would imply a drop of roughly 35% with the gap closing around $312.📉 I honestly struggle to see what catalyst could cause such a move. Upcoming earnings in a few weeks are unlikely to be it. Theyve been consistently strong and I expect another clear beat this time as well.📊🤔 Technically: something to watch. Fundamentally: still very hard to argue against. https://twitter.com/i/web/status/2014804191160512765"
X Link 2026-01-23T20:55Z [---] followers, [---] engagements
"DEUTSCHLANDS ERSTE KI-FABRIK FR DIE INDUSTRIE IST LIVE - Aktie +53% Die Deutsche Telekom hat in Mnchen offiziell ihre Industrial AI Cloud in Betrieb genommen - eine der grten KI-Fabriken Europas. Gemeinsam mit Nvidia SAP Siemens und weiteren Partnern entsteht hier ein neuer KI-Hub fr Deutschland und Europa. $NVDA $SAP $SIE 📈Die nackten Fakten sind beeindruckend: [--]. rund [------] NVIDIA Blackwell GPUs [--]. bis zu [--] ExaFLOPS Rechenleistung [--]. genug Power damit theoretisch alle [---] Mio. EU-Brger gleichzeitig einen KI-Assistenten nutzen knnten ⚙Aber entscheidender als die rohe Leistung ist der"
X Link 2026-02-04T14:07Z [---] followers, [---] engagements
"Update #3 on Microsoft $MSFT: As outlined weeks ago Microsoft has now moved into the open gap and has already started to partially fill it via the wick. From here multiple scenarios are in play. Bullish case: Earnings have created a new open gap to the upside. Ideally Microsoft would fully close the lower gap over the coming days/weeks potentially moving down toward $396. From there the setup would allow for a renewed push back above $480 aiming to fill the upper gap as well. Update #2 on $MSFT: We did get a sharp sell-off after earnings from Microsoft but its clearly being bought right now"
X Link 2026-01-29T17:40Z [---] followers, [---] engagements
"Wait - am I reading this correctly Paul Golding a very good analyst just reaffirmed Outperform on PayPal $PYPL with a $100 price target after these earnings Does anyone have his full thesis on how he gets there https://twitter.com/i/web/status/2018736193035243974 https://twitter.com/i/web/status/2018736193035243974"
X Link 2026-02-03T17:19Z [---] followers, [---] engagements
"Well Paypal did smash but not the narrative. $PYPL 😅😅 $PYPL needs to smash the narrative tomorrow $PYPL needs to smash the narrative tomorrow"
X Link 2026-02-03T12:50Z [---] followers, [---] engagements
"$PYPL needs to smash the narrative tomorrow"
X Link 2026-02-02T19:20Z 253.1K followers, 69.2K engagements
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