# ![@TheWiseIC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1676790490585243648.png) @TheWiseIC The Wise Investor 🧠

The Wise Investor 🧠 posts on X about $uber, business, meta, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1676790490585243648/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1676790490585243648/c:line/m:interactions.svg)

- [--] Week [------] +90%
- [--] Month [-------] +338%
- [--] Months [-------] +171%
- [--] Year [-------] +305%

### Mentions: [--] [#](/creator/twitter::1676790490585243648/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1676790490585243648/c:line/m:posts_active.svg)

- [--] Week [---] -5.50%
- [--] Month [---] +198%
- [--] Months [-----] +245%
- [--] Year [-----] +175%

### Followers: [-----] [#](/creator/twitter::1676790490585243648/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1676790490585243648/c:line/m:followers.svg)

- [--] Week [-----] +12%
- [--] Month [-----] +29%
- [--] Months [-----] +69%
- [--] Year [-----] +207%

### CreatorRank: [-------] [#](/creator/twitter::1676790490585243648/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1676790490585243648/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  99.51% [stocks](/list/stocks)  54.37% [technology brands](/list/technology-brands)  45.15% [automotive brands](/list/automotive-brands)  5.83% [cryptocurrencies](/list/cryptocurrencies)  1.94% [celebrities](/list/celebrities)  1.94% [countries](/list/countries)  1.94% [financial services](/list/financial-services)  0.97% [social networks](/list/social-networks)  0.97% [musicians](/list/musicians)  0.49%

**Social topic influence**
[$uber](/topic/$uber) #398, [business](/topic/business) 10.19%, [meta](/topic/meta) 9.71%, [ai](/topic/ai) 9.22%, [$meta](/topic/$meta) #548, [$amzn](/topic/$amzn) 5.34%, [if you](/topic/if-you) 4.85%, [lyft](/topic/lyft) 4.85%, [tesla](/topic/tesla) #1443, [$msft](/topic/$msft) 4.37%

**Top accounts mentioned or mentioned by**
[@newcomerinvest](/creator/undefined) [@widemoatczar](/creator/undefined) [@spainsphere](/creator/undefined) [@divgrojourney](/creator/undefined) [@nuggetcapital](/creator/undefined) [@pronkdaniel](/creator/undefined) [@variantvalue](/creator/undefined) [@techequityeng](/creator/undefined) [@manuinvests](/creator/undefined) [@wisebeaverinv](/creator/undefined) [@richard15322800](/creator/undefined) [@nuro](/creator/undefined) [@dissectmarkets](/creator/undefined) [@stevewps](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@dino95177184](/creator/undefined) [@ahmedinvests](/creator/undefined) [@jamesjstuartb](/creator/undefined) [@etindall1](/creator/undefined) [@waabiai](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/tesla) [Microsoft Corp. (MSFT)](/topic/$msft) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Brookfield Corporation (BN)](/topic/$bn) [S&P Global Inc (SPGI)](/topic/$spgi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Stantec, Inc. (STN)](/topic/$stn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Western Union Co (WU)](/topic/$wu) [The Toronto-Dominion Bank (TD)](/topic/$td) [Dash (DASH)](/topic/$dash) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [Now Coin (NOW)](/topic/$now) [DoorDash Inc. (DASH)](/topic/doordash)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@NuggetCapital Its because James Stuart bought"  
[X Link](https://x.com/TheWiseIC/status/2011205559593349144)  2026-01-13T22:35Z [----] followers, [---] engagements


"Hot take but in my opinion @dkhos is one of the best technology CEOs and its not even widely spoken about ever. His ability to pivot and react to threats against facing the business is immense. Reminds me a bit of Bruce Flatt of $BN. Top quality CEO"  
[X Link](https://x.com/TheWiseIC/status/2013375710480515538)  2026-01-19T22:19Z [----] followers, [---] engagements


"Im not an expert on the business of $TRI $TRI.TO but it seems like AI will drive their pricing power lower which is likely why its sold off. Im not sure if I buy that exactly. Either way its somewhat cheap today"  
[X Link](https://x.com/TheWiseIC/status/2014002906815508662)  2026-01-21T15:51Z [----] followers, [----] engagements


"Suggestion for @Wealthsimple : Adding an option to purchase corporate bonds directly would be something lots of folks are interested in. As of now I dont believe there is a way to purchase individual corporate debt on your platform. Something to consider"  
[X Link](https://x.com/TheWiseIC/status/2014336122957053954)  2026-01-22T13:55Z [----] followers, [---] engagements


"@chettan_guevara Its an AI play because they leverage it to underwrite loans and mitigate risk. They had over [----] proprietary data points to assess a clients creditworthiness. The also sell this service to intuitions. Hows it not an AI play"  
[X Link](https://x.com/TheWiseIC/status/2015996903993864388)  2026-01-27T03:54Z [----] followers, [--] engagements


"Bad news for $CSU.TO and likely why it will continue to slide. Roper guiding for mid single digit organic growth for its software division for [----]. Roper guiding for mid single digit organic growth for its software division for 2026"  
[X Link](https://x.com/TheWiseIC/status/2016234470592938426)  2026-01-27T19:38Z [----] followers, [----] engagements


"$GSY.TO ridiculously cheap and likely trading closer to 7x EPS and not 10x due to non-cash expenses they took last quarter. I continue to add. Macro risks are presents but overblown. Solid risk management. @DivGrojourney @PronkDaniel agree"  
[X Link](https://x.com/TheWiseIC/status/2016911976236982444)  2026-01-29T16:31Z [----] followers, [----] engagements


"@NewcomerInvest Im not sure if its a great buy still above 25-30x EPS which is expensive. $KKR $BX trade lower on an EPS multiple. But . its Brookfield. 😂"  
[X Link](https://x.com/TheWiseIC/status/2016912780192776419)  2026-01-29T16:34Z [----] followers, [---] engagements


"If I was to host a spaces here on $UBER solely who would join"  
[X Link](https://x.com/TheWiseIC/status/2016930563190387014)  2026-01-29T17:44Z [----] followers, [----] engagements


"$CSU.TO cheap Incredibly. Does that mean it bottoms No. It bottoms when the SaaS disruption from Enterprise AI (which hardly even exists really right now) fades away and it will in time. Im very very close to buying more $TOI.V and adding $CSU.TO to my portfolio. $CSU is at 19x TTM FCF to shareholders. What would Mark Leonard say now $CSU is at 19x TTM FCF to shareholders. What would Mark Leonard say now"  
[X Link](https://x.com/TheWiseIC/status/2016980388313227325)  2026-01-29T21:02Z [----] followers, [----] engagements


"@CatsCornerCMari @BonkDaCarnivore @Sjacobs2020 You mean the robot that walks like Joe Biden and is useful for absolutely nothing Boston Dynamics is already selling their robot commercially while Tesla cant even make theirs do anything useful. Not to mention its remote controlled not AI. https://x.com/gordonjohnson19/status/1989957609747829111s=46&t=dD2V64xG7SqHt6qUR2W3CQ @niccruzpatanes words below are utter 🗑 & (likely) meant as a stock pump when observing this (real-life) video of the $TSLA @Tesla_Optimus robot in action. Directing billions of US $s towards inefficient tech will lead to"  
[X Link](https://x.com/TheWiseIC/status/2017084738696052743)  2026-01-30T03:57Z [----] followers, [---] engagements


"@NewcomerInvest Glad I dumped this one a while back. Its going to be flat for a while in my opinion"  
[X Link](https://x.com/TheWiseIC/status/2017236932321771814)  2026-01-30T14:02Z [----] followers, [---] engagements


"@NewcomerInvest You sold some BN"  
[X Link](https://x.com/TheWiseIC/status/2017285876020101610)  2026-01-30T17:16Z [----] followers, [---] engagements


"@NewcomerInvest Your allocation to it dropped I noticed"  
[X Link](https://x.com/TheWiseIC/status/2017287267228745813)  2026-01-30T17:22Z [----] followers, [--] engagements


"@Richard15322800 @PronkDaniel @DivGrojourney Yea I do. Lets slap a bet on it. Considering they lend against like [--] exclusive categories Id be willing to be there loan book isnt 20% on autos"  
[X Link](https://x.com/TheWiseIC/status/2017394176728453214)  2026-01-31T00:27Z [----] followers, [--] engagements


"@WideMoatCzar If prices are right $META $BN $BAM $SPGI $ATD.TO for sure (all a little expensive at the moment) Companies Im actively looking to purchase are $TRI $GIB $STN $IFC.TO $FFH.TO $CSU.TO $NOW $TOI.V $ET.TO $PRL.TO $DBM.TO $SFC.TO $QCOM"  
[X Link](https://x.com/TheWiseIC/status/2018181422612181220)  2026-02-02T04:35Z [----] followers, [---] engagements


"@WideMoatCzar Lets say I want to ow $10000 of Brookfield for example. Instead of just owing $BN I want to split that $10000 into ; 25% $BAM 75% $BN This is because I want a mixture of dividend growth income and capital growth"  
[X Link](https://x.com/TheWiseIC/status/2018391681893036142)  2026-02-02T18:30Z [----] followers, [---] engagements


"$PYPL looks like the next $WU now. I was always a believer that it was cheap but never a believer in a turnaround. A good lesson to remember cheap value"  
[X Link](https://x.com/TheWiseIC/status/2018661837701808507)  2026-02-03T12:24Z [----] followers, [---] engagements


"@NewcomerInvest I mean the story behind it is dead. The turnaround story that is. Itll be an acquisition target and become a machine that pumps out FCF to shareholders like $WU. Thats my opinion anyways"  
[X Link](https://x.com/TheWiseIC/status/2018669050931655110)  2026-02-03T12:53Z [----] followers, [--] engagements


"$UBER - I posted about the short term weakness that will persist. I took appropriate measures to hedge for it (discord knows). I will continue to be buying into the low 70s and potentially 60s (unlikely but possible). Nothing changes my outlook"  
[X Link](https://x.com/TheWiseIC/status/2018705531033022925)  2026-02-03T15:17Z [----] followers, [---] engagements


"@shawnmacias_ Thanks. The $CSU.TO bulls need to learn about simple risk management. But no one cares because technicals are voo doo. Lol"  
[X Link](https://x.com/TheWiseIC/status/2018730421891043752)  2026-02-03T16:56Z [----] followers, [---] engagements


"Got a couple DMs asking me if I like $PYPL here. Ill put this politely. No I do not. I dont give a crap its single digit EPS multiple now. TPV per active account DROPPED 5% I dont care how much optimization they do Im not buying it. Its the next $WU in my opinion"  
[X Link](https://x.com/TheWiseIC/status/2018790956737396778)  2026-02-03T20:57Z [----] followers, [---] engagements


"Name me a stock and give me a pitch on why I should consider owning it in [--] or less sentences. I have ample amounts of cash I want to deploy and I want to ow the highest quality names. Heres your chance to give exposure to your favorite name. 👇🏼"  
[X Link](https://x.com/TheWiseIC/status/2018842621158846917)  2026-02-04T00:22Z [----] followers, [---] engagements


"One thing people forget is that when you own $UBER you get ownership into a private equity business of ownership into multiple disruptive AV startups as well as $AUR $GRAB and other names. They are investing in the pipeline for autonomous ride sharing and delivery"  
[X Link](https://x.com/TheWiseIC/status/2019046387783201101)  2026-02-04T13:52Z [----] followers, [---] engagements


"Spot most of my morning reading $UBER earnings but I see $BAM (new position) reported good and a huge dividend increase. Ill continue to add this name I believe BAM is mostly unaffected from the SaaS implosion that $KKR $MRKL and co are exposed too as BAM owns real assets"  
[X Link](https://x.com/TheWiseIC/status/2019087788411412837)  2026-02-04T16:36Z [----] followers, [---] engagements


"One of the lessons $CSU management needs to take note of silence just adds fuel to the AI disrupts SaaS narrative. Management needs to communicate. The ML approach of the past doesnt work anymore. first thing i notice $UBER is trying to tell investors AVs will not kill its business. every slide has ''AVs" in it first thing i notice $UBER is trying to tell investors AVs will not kill its business. every slide has ''AVs" in it"  
[X Link](https://x.com/TheWiseIC/status/2019096219063316787)  2026-02-04T17:10Z [----] followers, [----] engagements


"@shawnmacias_ Honestly at this price its worth a shot but dont expect a turn around. They brought in HP CEO - An optimizer. Hes gonna cut costs and strip the company to make it attractive for a buy out"  
[X Link](https://x.com/TheWiseIC/status/2019123400594399469)  2026-02-04T18:58Z [----] followers, [---] engagements


"@TimothyBuffett Whats dumb is the CEOs of $TOI.V $LMN.V and $CSU.TO not saying a peep about the 50%+ drawdowns occuring. Mark Leonard got away with the silence because he delivered. How is that dumb Management silence isnt working out for you. Do you just expect it to turn around magically"  
[X Link](https://x.com/TheWiseIC/status/2019154792313155756)  2026-02-04T21:03Z [----] followers, [---] engagements


"The more I read into $UBER latest earnings report the more Im finding today sell off ridiculous aside from soft guidance and slight EPS miss on expectations the business is growing at scale. At 35% from all time highs I think todays price is a very fair entry point "  
[X Link](https://x.com/TheWiseIC/status/2019225524481265872)  2026-02-05T01:44Z [----] followers, [---] engagements


"@ManuInvests I dont know how $UBER was down today honestly. Even soft guidance is still 20% + YoY growth. Incredible"  
[X Link](https://x.com/TheWiseIC/status/2019244465370853888)  2026-02-05T02:59Z [----] followers, [---] engagements


"@PronkDaniel Hey Daniel Curious to see what you think of $UBER"  
[X Link](https://x.com/TheWiseIC/status/2019244692379168890)  2026-02-05T03:00Z [----] followers, [---] engagements


"@ManuInvests I think its due to sentiment. You can see that when Uber dumps Tesla pumps. I think the market is comparing it 1:1 as Uber win Tesla lose and vice versa. I dont see it that way but apparently Mr Market does"  
[X Link](https://x.com/TheWiseIC/status/2019245484389581065)  2026-02-05T03:03Z [----] followers, [--] engagements


"@phyrefoxx @ManuInvests As an Uber bull my only fear is they overtime consolidation comes into the AV space and then Uber wont be needed but that is VERY far away and for the foreseeable future I think Uber plays a vital role in demand aggregation"  
[X Link](https://x.com/TheWiseIC/status/2019245756264378709)  2026-02-05T03:04Z [----] followers, [--] engagements


"@PronkDaniel I encourage you to read more into how the market is very fragmented and Uber plays a pivotal role in demand aggregation (202M customers). I thought that too at first - Then I dug deeper. Its a business that I think will continue to grow. Expedia. AirBNB. Same model"  
[X Link](https://x.com/TheWiseIC/status/2019247850991817148)  2026-02-05T03:12Z [----] followers, [---] engagements


"@phyrefoxx @ManuInvests What I think Uber needs to do is focus on building @nuro and ensuring that it does become a true threat in the AV space. Uber needs a dog in the fight. It cant be just a marketplace in my opinion"  
[X Link](https://x.com/TheWiseIC/status/2019248058391736665)  2026-02-05T03:13Z [----] followers, [--] engagements


"@ManuInvests Uber is only 2.2% of my portfolio but Im actively adding on these dips. Any update from Ackman Has he added any"  
[X Link](https://x.com/TheWiseIC/status/2019252605671866587)  2026-02-05T03:31Z [----] followers, [--] engagements


"@nataninvesting Total payment volume per active account is -5% thats the deal breaker for me"  
[X Link](https://x.com/TheWiseIC/status/2019269308115812566)  2026-02-05T04:38Z [----] followers, [---] engagements


"@WideMoatCzar Now ask yourself - If AI writes code already when will to start editing videos and photos It already has gang capability RIP Adobe"  
[X Link](https://x.com/TheWiseIC/status/2019269836774232270)  2026-02-05T04:40Z [----] followers, [--] engagements


"@SayNoToTrading We need your $UBER opinion"  
[X Link](https://x.com/TheWiseIC/status/2019270076331909609)  2026-02-05T04:41Z [----] followers, [---] engagements


"Todays adds : $AMZN (initial position - started at $223) $MSFT (add to position) average @ [---] $UBER (add to position) average @ [--] $META (add to position) average @ 669"  
[X Link](https://x.com/TheWiseIC/status/2019423251907436869)  2026-02-05T14:49Z [----] followers, [---] engagements


"$AMZN $META $UBER $MSFT I plan to make these [--] around 35% of my portfolio"  
[X Link](https://x.com/TheWiseIC/status/2019430429158436944)  2026-02-05T15:18Z [----] followers, [---] engagements


"If I host an X spaces on $UBER tonight who will join I plan to go over their report and some risks and opportunities I see. Comment/Like if you would join Would be 20-30 minutes at most and maybe have a guest speaker"  
[X Link](https://x.com/TheWiseIC/status/2019465319757078672)  2026-02-05T17:37Z [----] followers, [---] engagements


"@WideMoatCzar @WiseBeaverInv [--] PM"  
[X Link](https://x.com/TheWiseIC/status/2019469015689687400)  2026-02-05T17:51Z [----] followers, [--] engagements


"Another day of successful risk management. ✅ Broader index $SPY -1.4% while my portfolio is down barely 1/5 of a percent. Glad I took measures again to mitigate risk. I plan to share more on my moves on this app. Hedging is going to save my a** this year. Deals will come"  
[X Link](https://x.com/TheWiseIC/status/2019513395079463057)  2026-02-05T20:48Z [----] followers, [---] engagements


"@SayNoToTrading Every sector is getting decimated nuts"  
[X Link](https://x.com/TheWiseIC/status/2019513667314934152)  2026-02-05T20:49Z [----] followers, [---] engagements


"$AMZN crazy CapEx but what a monster of a business. Down 10% on a [--] cent miss. Absolutely ridiculous market we are in. I plan on tripling my position tomorrow that I started today. 22x Fwd PE and guiding for growth Im in"  
[X Link](https://x.com/TheWiseIC/status/2019518851109777426)  2026-02-05T21:09Z [----] followers, [---] engagements


"@RayJayRat Trading investing. Im navigating the market the best I can and trying to be transparent. What are you doing Why dont you show us your portfolio or insight Passenger princess"  
[X Link](https://x.com/TheWiseIC/status/2019538153733013778)  2026-02-05T22:26Z [----] followers, [--] engagements


"@PronkDaniel Im buying. If you had to spend 100% of OCF to grow your fastest segment @ 24-25% YoY you pull that lever with both arms and dislocate your shoulders. Market has it wrong with $MSFT $META $AMZN"  
[X Link](https://x.com/TheWiseIC/status/2019567789728510253)  2026-02-06T00:24Z [----] followers, [---] engagements


"Where is the CapEx ROI for $AMZN 👇🏼 $AMZN CEO: We have over a million robots today in our fulfillment network.still a fraction of what. were going to be able to enable over time. $AMZN CEO: We have over a million robots today in our fulfillment network.still a fraction of what. were going to be able to enable over time"  
[X Link](https://x.com/TheWiseIC/status/2019570838014435733)  2026-02-06T00:36Z [----] followers, [---] engagements


"Huge OpEx reduction is a massive tailwind for FCF coupled by the fact that $AMZN is growing top line in AWS @ 24% YoY. Assuming if OpEx drops 20% and CapEx falls 50% at some point (likely they will scale this back). FCF jumps by 84B alone. Theres your ROI. No humans to pay"  
[X Link](https://x.com/TheWiseIC/status/2019570840501907734)  2026-02-06T00:36Z [----] followers, [---] engagements


"@WiseBeaverInv No problems for me. 🤑"  
[X Link](https://x.com/TheWiseIC/status/2019577622754218089)  2026-02-06T01:03Z [----] followers, [--] engagements


"@MattWelsh18 @aakashgupta No - Oracle took on debt to do it and went even as far as to spend more money then they have in FCF + lent to them. Amazon doesnt need to raise debt or dilute shareholders"  
[X Link](https://x.com/TheWiseIC/status/2019625924765900824)  2026-02-06T04:15Z [----] followers, [--] engagements


"$ARX.TO is interesting here now that @JamesJstuartb probably sold it after a 22% dump. Im hoping that hedge worked out for him"  
[X Link](https://x.com/TheWiseIC/status/2019783225036488874)  2026-02-06T14:40Z [----] followers, [----] engagements


"@NuggetCapital @JamesJstuartb He blocked me too. I think he blocks anyone who is good at investing"  
[X Link](https://x.com/TheWiseIC/status/2019784540240109839)  2026-02-06T14:45Z [----] followers, [--] engagements


"@NuggetCapital what do the back office analysts think about purchasing some $ARX.TO"  
[X Link](https://x.com/TheWiseIC/status/2019786290514833547)  2026-02-06T14:52Z [----] followers, [---] engagements


"Algos are broken - $UBER is catching the $IGV (Software ETF) sell off. Market sees Uber as a software and not as a demand aggregator. Incredible times we live in. I look forward to reposting this in years to come laughing at the stupidity"  
[X Link](https://x.com/TheWiseIC/status/2019792256627040262)  2026-02-06T15:16Z [----] followers, [---] engagements


"@NewcomerInvest Im not convinced (personally) - Anthropic will destroy legacy SaaS pricing power. If data is a commodity why stick to a legacy provider when API and LLMs can pull it at fraction of the cost and create unique code to interpret it Just my view - Sticky business but that changes"  
[X Link](https://x.com/TheWiseIC/status/2019820293062291716)  2026-02-06T17:07Z [----] followers, [--] engagements


"Lets put an end to the CapEx is bad thesis really quickly. Yes. These companies are spending 100% of available cash flow to invest in AI. Its a bold bet. But is it too big of a bet No. And I will explain why"  
[X Link](https://x.com/TheWiseIC/status/2019825863559389241)  2026-02-06T17:29Z [----] followers, [---] engagements


"I foresee MAG7 dialing back CapEx into 2027-2029 significantly. Possibly even 20-30% of what they are spending now. Remember these companies are mostly asset light businesses. I dont see how anyone could possibly be bearish on the future of these giants"  
[X Link](https://x.com/TheWiseIC/status/2019826593691255082)  2026-02-06T17:32Z [----] followers, [---] engagements


"@KCapitalAbhi $UBER is the most exciting position I have. I truly believe big a 3-5x over the long run and people dont even see it yet"  
[X Link](https://x.com/TheWiseIC/status/2019857295098970147)  2026-02-06T19:34Z [----] followers, [---] engagements


"@KCapitalAbhi No problem with me. I invested in Google TD Bank UnitedHealth and many others when they were out of favor. This is nothing to me"  
[X Link](https://x.com/TheWiseIC/status/2019867176061297122)  2026-02-06T20:13Z [----] followers, [--] engagements


"@NewcomerInvest If they give clarity on how they plan to integrate AI into their software or work with Anthropic to do plug-ins I would add. Its the uncertainty that I do not like"  
[X Link](https://x.com/TheWiseIC/status/2019867568186773733)  2026-02-06T20:15Z [----] followers, [--] engagements


"🚨1000 FOLLOWERS Truly - Thank you all. Much appreciated. I will continue to post research and stick to capital markets and less politics (lol). Love you all ❤"  
[X Link](https://x.com/TheWiseIC/status/2019894788343091261)  2026-02-06T22:03Z [----] followers, [---] engagements


"Ill start. $UBER. Thesis revolves around fragmentation of autonomous vehicle rides - Uber acts as a demand aggregator (think Visa or Expedia). Asset light model allows for substantial FCF generation. Growing globally and competes in an expanding TAM. Easily a top pick for me"  
[X Link](https://x.com/TheWiseIC/status/2020329053845352603)  2026-02-08T02:49Z [----] followers, [---] engagements


"@StockTrades_CA @SteveWps In agreement with you there. Companies like Adobe will have a problem charging the obscene fees they do for creative studios when new softwares have AI prompt plug-ins that can create edit and generate photos and videos. Thats what I think. Think Google Genie"  
[X Link](https://x.com/TheWiseIC/status/2020623985206309296)  2026-02-08T22:21Z [----] followers, [--] engagements


"What a terrible halftime show. A massive American event in a foreign language that no one understands. Not to mention the countless obscene references and imagery for children. Disgusting. Quality of music and showmanship has deteriorated. Bring back the days of Prince"  
[X Link](https://x.com/TheWiseIC/status/2020676128512352507)  2026-02-09T01:48Z [----] followers, [----] engagements


"@WideMoatCzar It this was the FIFA WORLD CUP I would understand but this is a significant american cultural event"  
[X Link](https://x.com/TheWiseIC/status/2020687055198503302)  2026-02-09T02:31Z [----] followers, [--] engagements


"@NewcomerInvest @DivGrojourney @trend_bullish Interesting I did not know that. I dont like the huge debt levels they have as well. Just not something Id hold. Yield isnt even fantastic. Hopefully it turns around"  
[X Link](https://x.com/TheWiseIC/status/2020704650618671206)  2026-02-09T03:41Z [----] followers, [--] engagements


"@DivGrojourney @NewcomerInvest @trend_bullish Im also just realizing that they paid down a lot of debt. Good to see. Im interested now"  
[X Link](https://x.com/TheWiseIC/status/2020707417089360004)  2026-02-09T03:52Z [----] followers, [--] engagements


"@TheRideshareGuy @ManuInvests @TechEquityEng Maybe you guys know more than I do on this - Is this a lie I dont think so but just curious. I believe Uber wouldnt lie"  
[X Link](https://x.com/TheWiseIC/status/2020707786750124445)  2026-02-09T03:54Z [----] followers, [---] engagements


"@Paul_221144 @rubicon59 Im not a CSU holder and even I know its not a PE story"  
[X Link](https://x.com/TheWiseIC/status/2020712733126377531)  2026-02-09T04:13Z [----] followers, [--] engagements


"@dissectmarkets Uber Eats is bigger than Dash - I dont think Dash is growing faster"  
[X Link](https://x.com/TheWiseIC/status/2020946324188017058)  2026-02-09T19:42Z [----] followers, [--] engagements


"My take on MAG7 sell off 👇🏼 They went from asset light to asset heavy businesses and the market is rerating based on the EPS volatility likely to be see from AI buildouts and spending. I view this as great opportunities to acquire these names at sub25x EPS. Microsoft is cheaper than Costco Walmart and IBM. What are we doing here How did it get to this point https://t.co/eiVFAlt3S7 Microsoft is cheaper than Costco Walmart and IBM. What are we doing here How did it get to this point https://t.co/eiVFAlt3S7"  
[X Link](https://x.com/TheWiseIC/status/2020968344183308481)  2026-02-09T21:09Z [----] followers, [---] engagements


"The ones I like the most are $MSFT and $META by far. Both close to 22x forward EPS with the most sustainable business models. $AMZN is fantastic as well but AWS is more risky in my view. Computing space will be clouded and margins may shrink"  
[X Link](https://x.com/TheWiseIC/status/2020989995528396919)  2026-02-09T22:35Z [----] followers, [---] engagements


"@NuggetCapital Stupid question - How do you see where orders come from Also didnt know there were so many different exchanges"  
[X Link](https://x.com/TheWiseIC/status/2020996494199820721)  2026-02-09T23:01Z [----] followers, [----] engagements


"@NuggetCapital The NCP team is top notch. Thanks for sharing Also a suggestion I think recruiting @JamesJstuartb would do numbers for NCP. His flawless track record coupled with his hedging strategies make him a great risk-adjusted out performer"  
[X Link](https://x.com/TheWiseIC/status/2020998858004889678)  2026-02-09T23:10Z [----] followers, [----] engagements


"@Slimvalue @StockMKTNewz Combination of both. But doesnt matter - Uber has their own AV bets coming to market soon"  
[X Link](https://x.com/TheWiseIC/status/2020999080025960875)  2026-02-09T23:11Z [----] followers, [--] engagements


"Highly recommend giving this discord a glance. Manu is one of the rare X gems who is honest and transparent about his findings. Give it a look I joined. Finding the research and commentary helpful Join the newly launched and growing Fundamentally Sound discord. Free access + premium channels for paid Substack subs. Link in comment. 👇🏻 https://t.co/wkUMqMH58T Finding the research and commentary helpful Join the newly launched and growing Fundamentally Sound discord. Free access + premium channels for paid Substack subs. Link in comment. 👇🏻 https://t.co/wkUMqMH58T"  
[X Link](https://x.com/TheWiseIC/status/2021013549649363283)  2026-02-10T00:09Z [----] followers, [---] engagements


"Any good song recommendations Im doing some research and I want to update my playlist. Im a rock metal grunge guy but Im open to anything. Let me know"  
[X Link](https://x.com/TheWiseIC/status/2021020170454696098)  2026-02-10T00:35Z [----] followers, [---] engagements


"@etindall1 Because 80% of the viewership doesnt speak Spanish How would you feel if you went to a hockey game in Toronto and they sang the national anthem in Egyptian"  
[X Link](https://x.com/TheWiseIC/status/2021053829803041082)  2026-02-10T02:49Z [----] followers, [--] engagements


"@Nvamps66 @etindall1 Im not MAGA Go scroll through my page Im a huge critic of the Trump administration"  
[X Link](https://x.com/TheWiseIC/status/2021067554782118262)  2026-02-10T03:43Z [----] followers, [--] engagements


"@WideMoatCzar @X @elonmusk @XCreators $TSLA its the next [----------------------------------------------] company"  
[X Link](https://x.com/TheWiseIC/status/2021068438618407202)  2026-02-10T03:47Z [----] followers, [--] engagements


"@WideMoatCzar @grok I dont like Claude tbh. Overrated and bad UI"  
[X Link](https://x.com/TheWiseIC/status/2021080813312377178)  2026-02-10T04:36Z [----] followers, [--] engagements


"Quite possibly the worst chart on the TSX is either $LMN.V or $ENGH.TO - Both have fallen 60%+ and still look like they want lower. Sellers arent letting up"  
[X Link](https://x.com/TheWiseIC/status/2021093446635720704)  2026-02-10T05:26Z [----] followers, [----] engagements


"@TechEquityEng @dissectmarkets You sure I thought Eats is bigger than Dash in America"  
[X Link](https://x.com/TheWiseIC/status/2021095701661286820)  2026-02-10T05:35Z [----] followers, [--] engagements


"@dissectmarkets They are brand new. You can get quality ones cheap right now because of how little demand there is for them at the moment. As usual Tesla promotes false information. Their semi truck is another pipe dream"  
[X Link](https://x.com/TheWiseIC/status/2021293611413918132)  2026-02-10T18:42Z [----] followers, [--] engagements


"What happened to this @elonmusk @robotaxi @Tesla_Optimus @grok @cybertruck New @Tesla_Semi design More efficient Increased payload Designed for autonomy Deliveries start next year https://t.co/8n7NJIMIVc @robotaxi @Tesla_Optimus @grok @cybertruck New @Tesla_Semi design More efficient Increased payload Designed for autonomy Deliveries start next year https://t.co/8n7NJIMIVc"  
[X Link](https://x.com/TheWiseIC/status/2021294596207100237)  2026-02-10T18:46Z [----] followers, [---] engagements


"@rynokinsight @SteveWps Great point. I should have been a criminal. Canada is soft on crime anyways"  
[X Link](https://x.com/TheWiseIC/status/2021591430553117042)  2026-02-11T14:25Z [----] followers, [--] engagements


"Great question $UBER survives and thrives because a car on Uber network gets 20% more utilization than on their own. Uber also has @nuro & @Waabi_ai ownership (AV cars coming soon). Uber wins if the market stays fragmented. Will Waymo and Tesla be the only FSD cars @TheWiseIC @Mindset4Money_X A competitor is coming that will have rates that are about [--] times cheaper than Uber and with better service. How will they survive @TheWiseIC @Mindset4Money_X A competitor is coming that will have rates that are about [--] times cheaper than Uber and with better service. How will they survive"  
[X Link](https://x.com/TheWiseIC/status/2022395031043346818)  2026-02-13T19:38Z [----] followers, [----] engagements


"For all you yield chasers why not own the following names that have high dividends and sustainable distributions / dividends $AD.UN - 7.5% and growing (60-65% payout ratio) $REI.UN - 6.3% and growing (60% payout) $BCE.TO - 5.3% and growing (50-55% payout)"  
[X Link](https://x.com/TheWiseIC/status/1981382263280386051)  2025-10-23T15:28Z [----] followers, [---] engagements


"@DivGrojourney CN Rail is too expensive at 5x sales and stagnant EPS for conservative years. Why pay up for CN Rail when tech Utilities Energy and other sectors provide better returns Sell CN Rail and move elsewhere. Freight will be slow for many years to come. Same reason why $TFII is low"  
[X Link](https://x.com/TheWiseIC/status/1993459284437561730)  2025-11-25T23:18Z [----] followers, [---] engagements


"I agree $T.TO $TU will be in the dog house for a long time. The best bet is to cut the dividend pay down debt and focus on restructuring the organization. The extra debt taken on has done nothing for equity holders. Equity has been eroded perfectly said. $T.TO @JamesJstuartb "The equity has permanently eroded due to the additional debt burden." "Rising debt flat revenue and soaring interest costs what can go wrong Roger My guess is ALOT" - a BOL staffer @ NCP (see below) https://t.co/GiyTDCT899 $T.TO @JamesJstuartb "The equity has permanently eroded due to the additional debt burden." "Rising"  
[X Link](https://x.com/TheWiseIC/status/2006465255736750578)  2025-12-31T20:39Z [----] followers, [---] engagements


"@NewcomerInvest @AVibrantDreamer Seems like $IAG.TO had the same outflow. Something with a fund manager reallocating. These are low volume stocks so its easy to manipulate price. I wouldnt worry"  
[X Link](https://x.com/TheWiseIC/status/2013009797474365916)  2026-01-18T22:05Z [----] followers, [--] engagements


"Im planning to make $META $UBER and $BN.TO 50% of my portfolio at some point because I believe the future runway for all [--] companies will greatly exceed the SP500 index. I have sold off many positions into [----] and booked profits. I think this year will be a bloody one"  
[X Link](https://x.com/TheWiseIC/status/2013325888750813377)  2026-01-19T19:01Z [----] followers, [---] engagements


"Names Im looking to add (some I owned before some I havent) : $IFC.TO $PRL.TO $FFH.TO $CAR.UN $AD.UN $SFC.TO $TOI.V $CSU.TO $TFII.TO $CNR.TO $TRI.TO $NOA.TO $STN.TO $GIB.A All of these names I plan to add at some point if the price is right"  
[X Link](https://x.com/TheWiseIC/status/2013326488938934430)  2026-01-19T19:03Z [----] followers, [---] engagements


"@nh4y9hh7r7 This post is about $ATD.TO brother"  
[X Link](https://x.com/TheWiseIC/status/2016196252917022791)  2026-01-27T17:07Z [----] followers, [--] engagements


"@NuggetCapital @DivGrojourney @PronkDaniel Lots of non-cash impairment charges to net income. ROE dropped from interest rate cap by Canada. Loan volumes will increase as book of business increases. Impairment charges actually dropped not increased. Where did you get this data"  
[X Link](https://x.com/TheWiseIC/status/2016934312537399314)  2026-01-29T17:59Z [----] followers, [---] engagements


"@NewcomerInvest @WideMoatCzar Yep . Sucks but had to move on. Made that back and more on $GOOG $META $TD $UNH so its ok"  
[X Link](https://x.com/TheWiseIC/status/2017277102916083748)  2026-01-30T16:41Z [----] followers, [--] engagements


"@Richard15322800 So GoEasy doesnt break down their book by loan category. I dont know the exact allocation of the ACL against auto-loans. Im sure auto-loans arent a major segment for them. Their secure lending is against like [--] broad things @ 48% of their book"  
[X Link](https://x.com/TheWiseIC/status/2017349220181680586)  2026-01-30T21:28Z [----] followers, [--] engagements


"@DivGrojourney @Richard15322800 @PronkDaniel Hes wrong. He said auto loans are 20-25% of the book. GoEasy never stated what their breakdown is and they have 9-10 products they lend against. I doubt thats the case"  
[X Link](https://x.com/TheWiseIC/status/2017778438342361588)  2026-02-01T01:54Z [----] followers, [--] engagements


"@Richard15322800 @DivGrojourney @PronkDaniel Your original claim (Jacob) was that GoEasys loan book was 20-25% comprised of auto loans. You still have NOT been able to substantiate that claim with any evidence from GoEasy sources. Your best reference was a third party source. Youre just spatting shit to be honest"  
[X Link](https://x.com/TheWiseIC/status/2017782089446195238)  2026-02-01T02:08Z [----] followers, [--] engagements


"If you had to pick one which and why $V - Visa $MA - Mastercard $AXP - American Express"  
[X Link](https://x.com/TheWiseIC/status/2018052122927911399)  2026-02-01T20:01Z [----] followers, [----] engagements


"Interesting Canadian software name that Im looking to grab is $OTEX.TO - Stable dividend and potential acquisition target. Trading dirt cheap. Forward growth for FCF projected around 17-20%. Interesting to say the least"  
[X Link](https://x.com/TheWiseIC/status/2018514360797471037)  2026-02-03T02:38Z [----] followers, [----] engagements


"@NewcomerInvest Fair point but I think money is better served elsewhere. Youre buying $PYPL because its cheap. $UBER is also cheap and continues to grow and compound its FCF and EPS. Consider Uber :)"  
[X Link](https://x.com/TheWiseIC/status/2018674009450103050)  2026-02-03T13:12Z [----] followers, [---] engagements


"$UBER selling off because of . Nothing. You read that right. They will post a fantastic earnings report and it will continue to sell off because of the what if autonomous vehicles thesis that wont materialize for a very long time. I remain a buyer"  
[X Link](https://x.com/TheWiseIC/status/2018731078991720847)  2026-02-03T16:59Z [----] followers, [----] engagements


"I sold $BN to purchase more of $BAM today - I think the variance between them (BAM -24% off of highs versus BN 10%) will catch up. BAM likely closer to a bottom. Happy to purchase BN again if need be. I like both. Id stick with BAM for now"  
[X Link](https://x.com/TheWiseIC/status/2018737970652582210)  2026-02-03T17:26Z [----] followers, [----] engagements


"Wait why the fuck is $SPGI $MCO $X.TO all down today Dont tell me people think AI is going to replace DaaS and credit rating agencies 🤣"  
[X Link](https://x.com/TheWiseIC/status/2018748817340862664)  2026-02-03T18:09Z [----] followers, [---] engagements


"Added more $BAM.TO today it got absolutely crushed. Its about 1% of portfolio today. If it drops more which I expect then I simply will buy more. Hoping $BN.TO also takes a dump and falls. I also added $MSFT shares"  
[X Link](https://x.com/TheWiseIC/status/2018785755645325398)  2026-02-03T20:36Z [----] followers, [----] engagements


"@PronkDaniel @BullishBets0 Daniel are you still in on GoEasy Id love to chat with you about that"  
[X Link](https://x.com/TheWiseIC/status/2018813541101568367)  2026-02-03T22:27Z [----] followers, [---] engagements


"@johnw1ck24 $TD was at one time well over 40% of my portfolio when it was in the 70s (Canadian)"  
[X Link](https://x.com/TheWiseIC/status/2018828862340088147)  2026-02-03T23:28Z [----] followers, [--] engagements


"Markets are weak right now - This brings a good opportunity to add to companies who have dropped substantially and will continue to grow. $MSFT $UBER $BAM $META are all buys for me"  
[X Link](https://x.com/TheWiseIC/status/2019394985271992682)  2026-02-05T12:57Z [----] followers, [---] engagements


"If your thesis revolves around an analyst upgrade or downgrade its hardly a thesis. Most of these analysts change ratings on momentum. Example : $TD downgraded in the 70s but upgraded in the $100+ range. $GOOG downgraded at [---]. Upgraded at $340. A joke"  
[X Link](https://x.com/TheWiseIC/status/2019399255815798908)  2026-02-05T13:14Z [----] followers, [---] engagements


"@blondesnmoney Yep. RIP Bloomberg and $TRI"  
[X Link](https://x.com/TheWiseIC/status/2019473166129664303)  2026-02-05T18:08Z [----] followers, [----] engagements


"Not happening. Not enough people. ❌ If I host an X spaces on $UBER tonight who will join I plan to go over their report and some risks and opportunities I see. Comment/Like if you would join Would be 20-30 minutes at most and maybe have a guest speaker. If I host an X spaces on $UBER tonight who will join I plan to go over their report and some risks and opportunities I see. Comment/Like if you would join Would be 20-30 minutes at most and maybe have a guest speaker"  
[X Link](https://x.com/TheWiseIC/status/2019502816306274409)  2026-02-05T20:06Z [----] followers, [---] engagements


"Anthropic just destroyed many SaaS pricing power. To name one specifically $TRI. They wont be able to raise prices when Anthropic either comes with their own software or plugs into Microsoft products"  
[X Link](https://x.com/TheWiseIC/status/2019794094839476712)  2026-02-06T15:23Z [----] followers, [---] engagements


"I wouldnt be a huge of accounting or legal softwares right now because the future looks grim. Just my take. Feel free to disagree and explain why I may be wrong. Pricing power is everything for these businesses"  
[X Link](https://x.com/TheWiseIC/status/2019794096307495198)  2026-02-06T15:23Z [----] followers, [---] engagements


"@NewcomerInvest Not yet - But Microsoft is partnering with them to work on that. Its a material issue in my opinion. The sticky argument only works for so long until new competitors have better products. I think the biggest tailwind for $TRI is are these new AI agents even secure"  
[X Link](https://x.com/TheWiseIC/status/2019823191435386963)  2026-02-06T17:19Z [----] followers, [--] engagements


"Take $META for instance. They are spending 115-135B in CapEx in [----] and project 250B in revenue (+25% YoY growth). In [----] I expect they will walk back CapEx while they continue to grow top line at 25%. If you had to spend money to grow top line sales at 25% you would do it"  
[X Link](https://x.com/TheWiseIC/status/2019825868923892221)  2026-02-06T17:29Z [----] followers, [--] engagements


"135B $META CapEx now. Assume [----] CapEx drops 30% to 95B. Thats +40B added to FCF. Assume they also drop headcount by 10% and that saves OpEx 5% @ 117B = 6B. Thats +46B into FCF on conservative assumptions while sales grew 25% YoY. So pay now for growth later is correct"  
[X Link](https://x.com/TheWiseIC/status/2019825871830577634)  2026-02-06T17:29Z [----] followers, [---] engagements


"@NewcomerInvest For what its worth Im actually close to starting a position in $TRI - Yes I acknowledge Im not updated on it as you are. Just presenting some risks I see. I will read into it"  
[X Link](https://x.com/TheWiseIC/status/2019826145307639983)  2026-02-06T17:30Z [----] followers, [---] engagements


"Pitch me ONE stock you own and why I should own it. 👇🏼"  
[X Link](https://x.com/TheWiseIC/status/2020329051970560009)  2026-02-08T02:49Z [----] followers, [---] engagements


"Another day of $UBER red while $LYFT $DASH are green. Again the market is making a stupid mistake. Uber has segments that are bigger than both of those businesses and growing faster yet its punished. Ridiculous. But I continue to add"  
[X Link](https://x.com/TheWiseIC/status/2020946178829881396)  2026-02-09T19:41Z [----] followers, [----] engagements


"@Manpreazy @Jack64128896 @elonmusk Yea would be a great portfolio company to showcase his weird AI porn bots to more kids right Weirdo"  
[X Link](https://x.com/TheWiseIC/status/2020990207881814429)  2026-02-09T22:36Z [----] followers, [--] engagements


"A case study on why technicals somewhat matter. I like the company a lot but the trend is still weak. I did break my rule for this buying $UBER in a weak trend. $CSU.TO bottoms soon then I buy. $CSU.TO eventually this finds a bottom but as of now the trend is your friend. Trend remains down. New lows incoming likely. Amazing that people neglect simple technical analysis when looking to buy a company. Helps to optimize entry price. https://t.co/EoTmh59Lss $CSU.TO eventually this finds a bottom but as of now the trend is your friend. Trend remains down. New lows incoming likely. Amazing that"  
[X Link](https://x.com/TheWiseIC/status/2021092052419723363)  2026-02-10T05:21Z [----] followers, [----] engagements


"$SPGI is on my radar now. Low capital and asset light business. 👀"  
[X Link](https://x.com/TheWiseIC/status/2021231696780128440)  2026-02-10T14:36Z [----] followers, [---] engagements


"$SPGI is interesting but Id have to lean on $X.TO because its cheaper and I dont think anyone is interested in optimizing data for the Canadian exchanges. I view TMX Groups business as less risky. But SP Global is a fantastic business. Just a bit pricey still"  
[X Link](https://x.com/TheWiseIC/status/2021240128774041927)  2026-02-10T15:09Z [----] followers, [---] engagements


"@Thomas_Pannett I heard that several times already and so far each time it went lower"  
[X Link](https://x.com/TheWiseIC/status/2021257980809716039)  2026-02-10T16:20Z [----] followers, [--] engagements


"This is why I dont worship the Vatican and just try to learn more about Jesus Christ instead. Man is corrupt. Religion politics government business are all infiltrated by evil people who are greedy. Jesus was pure. VATICAN BANK LAUNCHES CATHOLIC-BASED STOCK INDEXES The Vatican Bank has launched two equity indexes one for the US and one for the Eurozone selecting stocks based on Catholic principles. Each index holds [--] mid- and large-cap companies including major tech and financial https://t.co/33A5wuPPpY VATICAN BANK LAUNCHES CATHOLIC-BASED STOCK INDEXES The Vatican Bank has launched two"  
[X Link](https://x.com/TheWiseIC/status/2021287954417668274)  2026-02-10T18:19Z [----] followers, [---] engagements


"@JohnnyThMonkey People are calling me stupid for buying it. It is so hated right now I keep stacking shares"  
[X Link](https://x.com/TheWiseIC/status/2021350783380488410)  2026-02-10T22:29Z [----] followers, [---] engagements


"@Spike_1567 Lyft like will cease to exists or exist as an option other than Uber. Either way - Not a business Im interested in. Reminds me of $HIMS - Copycat of Amazon pharmacy"  
[X Link](https://x.com/TheWiseIC/status/2021357708377776467)  2026-02-10T22:56Z [----] followers, [---] engagements


"@PythiaR Microsoft has ownership in Anthropic"  
[X Link](https://x.com/TheWiseIC/status/2021385322597364220)  2026-02-11T00:46Z [----] followers, [----] engagements


"@Alex_Bish72 They do Where can I see that LOL 🤣"  
[X Link](https://x.com/TheWiseIC/status/2021416427845231077)  2026-02-11T02:50Z [----] followers, [--] engagements


"It is always nice to get in at the bottom and out at the top perfectly but the truth is its very difficult to time the market. Anyone who tells you such is an easy feat is lying. Thats why I focus on acquiring growing companies at reasonable prices. $UBER $GSY.TO $META $AMZN"  
[X Link](https://x.com/TheWiseIC/status/2021420215918330190)  2026-02-11T03:05Z [----] followers, [---] engagements


"@Mindset4Money_X The fact that $MSFT is even in this list is a joke - Any AI plug-in company wants enterprise exposure and the only way they get that is through Microsoft hardware and software. How do people think OpenAI or Anthropic will just pump out hard/software and steal 400M+ users Lol"  
[X Link](https://x.com/TheWiseIC/status/2021420864693268973)  2026-02-11T03:07Z [----] followers, [---] engagements


"A tale of two ride share competitors 👇🏼 $LYFT $UBER"  
[X Link](https://x.com/TheWiseIC/status/2021427194086703566)  2026-02-11T03:32Z [----] followers, [---] engagements


"$LYFT Cheap for a reason - Revenue growth is 55% less than $UBER. Lyft is struggling in this space and is the clear secondary option for ride share consumers. Cash flow has improved and profitability achieved - More of an acquisition target than anything at this point"  
[X Link](https://x.com/TheWiseIC/status/2021427202026504584)  2026-02-11T03:32Z [----] followers, [---] engagements


"$UBER Monster revenue and user base growth and profitability is exploding. Uber has Lyfts number on all fronts. Uber will continue to be the dominant player in ride share. Their AV strategy alone puts them well ahead of Lyft"  
[X Link](https://x.com/TheWiseIC/status/2021427210926817532)  2026-02-11T03:32Z [----] followers, [---] engagements


"For comparison : $UBER trades at 3x sales 21-23x PE approx and 15x FCF $LYFT trades at 1x sales 24-26x PE approx and 6-7x FCF assuming positive growth. Would you pay up for Uber or thrift shop for Lyft"  
[X Link](https://x.com/TheWiseIC/status/2021427213518930374)  2026-02-11T03:32Z [----] followers, [---] engagements


"Personally I view $LYFT strategy as inferior - Their reach wont be big enough to survive in an AV economy. They cant leverage a big user base like Uber can and run low cost rides as they barely are profitable now. I pick $UBER"  
[X Link](https://x.com/TheWiseIC/status/2021427215653798130)  2026-02-11T03:32Z [----] followers, [---] engagements


"@dissectmarkets Because delivery ($DASH focus) is a high growth market and $LYFT is not sharing in on the growth to the extent $UBER is on ride-share. I think DooDash execs see Lyft as a failure in the long run and want to focus on Delivery. Funny enough UberEats is bigger alone than DoorDash"  
[X Link](https://x.com/TheWiseIC/status/2021430258621448343)  2026-02-11T03:45Z [----] followers, [---] engagements


"@Alex_Bish72 Thats crazy. I didnt see that"  
[X Link](https://x.com/TheWiseIC/status/2021447319695348186)  2026-02-11T04:52Z [----] followers, [--] engagements


"Todays adds : $MSFT $META $AMZN $CCA.TO (new position)"  
[X Link](https://x.com/TheWiseIC/status/2021609468560130548)  2026-02-11T15:37Z [----] followers, [----] engagements


"Anyone know what is happening to $GSY.TO today No earrings date announced yet I cant lie Im concerned as a shareholder. If they dont announce anything Im going to simply just drop it. I believe in management but the lack of communication is ridiculous"  
[X Link](https://x.com/TheWiseIC/status/2021629435343212891)  2026-02-11T16:56Z [----] followers, [----] engagements


"More adds today : $UBER $MSFT $META $AMZN Still 75% + in risk free assets. Lots of capital to average in"  
[X Link](https://x.com/TheWiseIC/status/2021639067503378922)  2026-02-11T17:34Z [----] followers, [----] engagements


"META Assets = 350B META JV ownership is 20% of 27B or 5.4B We are worried about 1.5% of assets being misstated Really WSJ: $META's auditor EY flagged a critical audit matter around how Meta kept a $27B data-center project off its balance sheet. Meta moved the Hyperion project into a JV with Blue Owl (Meta 20% Blue Owl funds 80%) and said it isnt the primary beneficiary of the VIE so it https://t.co/vX77vv4V2G WSJ: $META's auditor EY flagged a critical audit matter around how Meta kept a $27B data-center project off its balance sheet. Meta moved the Hyperion project into a JV with Blue Owl"  
[X Link](https://x.com/TheWiseIC/status/2021647997298520193)  2026-02-11T18:10Z [----] followers, [---] engagements


"@Gary79699215 So if you read the post it should be blatantly clear what I said. I said Id drop the stock if management stays silent about earnings but IR team reached out to my email I sent and confirmed they will have a later earnings date this year. So I will not drop it"  
[X Link](https://x.com/TheWiseIC/status/2021649910383481126)  2026-02-11T18:17Z [----] followers, [--] engagements


"Funny enough I think retailers have the same edge now as most professional money managers. In the last year $IBKR reported that retail accounts outperformed the market by 280-300 BPS. I think traditional asset management is dead. Retailers are smarter now. Retail investors are buying US tech stocks at an unprecedented pace: Retail purchases of the Software ETF $IGV are up to a record +$176 million over the last month. This is more than DOUBLE the previous peak seen in late [----] and [--] TIMES higher than at the beginning of [----]. https://t.co/GXgZXDh1eQ Retail investors are buying US tech"  
[X Link](https://x.com/TheWiseIC/status/2021703668131561695)  2026-02-11T21:51Z [----] followers, [---] engagements


"@joesmeggma @Spike_1567 I emailed the team at GoEasy they said earnings will be out later this year"  
[X Link](https://x.com/TheWiseIC/status/2021730252280520979)  2026-02-11T23:37Z [----] followers, [---] engagements


"@NorthLedger I would not touch $LYFT - Uber is eating their lunch. I wouldnt be surprised if Lyft ceased to exist in [--] years or gets acquired for their user base"  
[X Link](https://x.com/TheWiseIC/status/2021731095486624150)  2026-02-11T23:40Z [----] followers, [--] engagements


"@WideMoatCzar Cogeco Communications - Switched from $PFE that I had. Defensive plays will catch a bid amidst tech rotation"  
[X Link](https://x.com/TheWiseIC/status/2021748801749311726)  2026-02-12T00:50Z [----] followers, [--] engagements


"@Mindset4Money_X Thank god she doesnt own anything I own"  
[X Link](https://x.com/TheWiseIC/status/2021769431425462411)  2026-02-12T02:12Z [----] followers, [---] engagements


"@LazaroInvestor Agreed on Amazon and you Meta takes but heavily disagree with Adobe. Why not consider Uber over Adobe No structural impairment from AI. Only autonomous vehicle risk persist for Uber and they are already tackling that. Adobe has no data or AI moat"  
[X Link](https://x.com/TheWiseIC/status/2021792811436171482)  2026-02-12T03:45Z [----] followers, [--] engagements


"It will be interesting to see which software names emerge from the dust. Ive heard many different people say many different outcomes will happen. Seems like no one knows yet. It will be interesting to watch. And I will be waiting"  
[X Link](https://x.com/TheWiseIC/status/2021951562772623606)  2026-02-12T14:16Z [----] followers, [---] engagements


"@spainsphere @VariantValue So everyone in San Francisco will just use only Waymo and not any of the other 10+ car companies that have the same technology because . You think so Yea doesnt sound like a solid thesis bro"  
[X Link](https://x.com/TheWiseIC/status/2022109459716485492)  2026-02-13T00:43Z [----] followers, [--] engagements


"@spainsphere @VariantValue Oh wow you really have not looked into Uber. They already are doing autonomous vehicle rides in [--] cities. Thats [--] cities more than Waymo is in. Or [--] than Tesla is in. What happens when Nvidia and Mercedes come out with their own L5 car"  
[X Link](https://x.com/TheWiseIC/status/2022110050693869818)  2026-02-13T00:46Z [----] followers, [--] engagements


"@spainsphere @VariantValue @BillAckman Ah so you follow price Ok that makes sense"  
[X Link](https://x.com/TheWiseIC/status/2022119369611059365)  2026-02-13T01:23Z [----] followers, [--] engagements


"@SteveWps $ATD same store sales growth falling YoY is whats keeping it suppressed. Retail and freight are in a recession while tech booms. $BAM unsure why its lagging $BN but it also is very expensive (20x sales) $CNQ naturally low with a weak commodity base price"  
[X Link](https://x.com/TheWiseIC/status/1983505012031475941)  2025-10-29T12:03Z [----] followers, [---] engagements


"@DivGrojourney Disappointing to be honest. They used to pride themselves on higher raises. But I like it long term"  
[X Link](https://x.com/TheWiseIC/status/2013045266874601506)  2026-01-19T00:26Z [----] followers, [---] engagements


"I REALLY am looking to find other people who understand the $UBER business model like I do (not that Im an expert). Anyone interested in hosting an X space here with me to chat about Uber Let me know"  
[X Link](https://x.com/TheWiseIC/status/2019867041470283809)  2026-02-06T20:13Z [----] followers, [---] engagements


"@DivGrojourney @trend_bullish @NewcomerInvest Personally not a fan of renewables unless its Brookfield operated"  
[X Link](https://x.com/TheWiseIC/status/2020703114278683041)  2026-02-09T03:35Z [----] followers, [---] engagements


"$LMN.V $TOI.V not a single insider has bought as the stock has fallen 55-65% from the highs Not a good sign. Not a SINGLE CEO of a major SAAS corp has bought stock in their company even after all this bloodbath. Yet the monkeys are trying to call the low in SAAS every single day. Bless 🥹🙏 Not a SINGLE CEO of a major SAAS corp has bought stock in their company even after all this bloodbath. Yet the monkeys are trying to call the low in SAAS every single day. Bless 🥹🙏"  
[X Link](https://x.com/TheWiseIC/status/2020703404704854162)  2026-02-09T03:36Z [----] followers, 10.7K engagements


"Its still remarkable how $UBER releases great earnings AV partnership updates seed investments into AV companies acquired delivery businesses in the Middle East and still cant catch a bid but $TSLA says Elon farts and it goes up 5%. Market needs to be reset"  
[X Link](https://x.com/TheWiseIC/status/2021282457866129669)  2026-02-10T17:57Z [----] followers, [----] engagements


"$LYFT earnings just shows why $UBER is a beast. Lyft cant grow operating income like Uber can. They are a pure play ride share business just like $DASH is a pure play delivery business. $UBER is bigger than both companies in their respective segments alone"  
[X Link](https://x.com/TheWiseIC/status/2021338146986991709)  2026-02-10T21:39Z [----] followers, [----] engagements


"Can we just ban AI or heavily regulate it Seriously what does society gain from mass unemployment and wealth disparity I dont see the value in a machine that does everything for you and displaces you. Like honestly what the heck Ban this stuff"  
[X Link](https://x.com/TheWiseIC/status/2021444163070566625)  2026-02-11T04:40Z [----] followers, [----] engagements


"Yes I am still buying $UBER - Down about 10% on it as we speak but its only 4% of my portfolio. I plan to add much more if it drops another 10%. I think the market is making a mistake - Uber is not going to be disrupted by AVs. Looking forward to the future"  
[X Link](https://x.com/TheWiseIC/status/2021668930809434344)  2026-02-11T19:33Z [----] followers, [----] engagements


"Major dislocation between business growth and share price. $UBER gets absolutely no love right now for their bold shift to autonomous vehicles. Personally I believe that they will succeed. I could be wrong but Ackman tends to agree with the points I made. That is something @BillAckman $UBER Update: https://t.co/h5kRxpz3CP @BillAckman $UBER Update: https://t.co/h5kRxpz3CP"  
[X Link](https://x.com/TheWiseIC/status/2021673613418443220)  2026-02-11T19:52Z [----] followers, [----] engagements


"@WillBiddy_ Here is my $ADBE bear case. https://x.com/pronkdaniel/status/2021749545156465021s=46&t=dD2V64xG7SqHt6qUR2W3CQ I genuinely think this is a net negative for society. I wish we could put this genie back in the bottle. https://x.com/pronkdaniel/status/2021749545156465021s=46&t=dD2V64xG7SqHt6qUR2W3CQ I genuinely think this is a net negative for society. I wish we could put this genie back in the bottle"  
[X Link](https://x.com/TheWiseIC/status/2021789803034161248)  2026-02-12T03:33Z [----] followers, [---] engagements


"@tsxman I worked at a big [--] firm not long ago that used Thomson Reuters software and was part of a team that helped integrate it into workflows. Its incredibly expensive hard to use and inefficient. AI powered platforms like Anthropic may not have enterprise clients yet but they will"  
[X Link](https://x.com/TheWiseIC/status/2021933473188196806)  2026-02-12T13:04Z [----] followers, [--] engagements


"@WillBiddy_ @Marketbeating20 Its quite remarkable from a single prompt this quality can be produced. I wasnt a believer in AI for the longest time until now. And Im all for banning it I think AI hurts society"  
[X Link](https://x.com/TheWiseIC/status/2021939112429637894)  2026-02-12T13:27Z [----] followers, [--] engagements


"@Dino95177184 @nuro @Waabi_ai Tesla is not the only car to have that technology. Theres literally [--] companies worldwide who have arguably more advanced technology. Just like ChatGPT being the first LLM. Its not the only one now and not even the best. Tesla will face the same fate very soon"  
[X Link](https://x.com/TheWiseIC/status/2022397398740545836)  2026-02-13T19:48Z [----] followers, [--] engagements


"@patientinvestor @patientinvestor I have a couple fantastic run small-mid cap CANADIAN businesses you should check out let me know what you think. $EQB.TO - EQ Bank $AD.UN - Alaris Equity Partners $ATD.TO - Alimentation Couche-Tard $CNR.TO - CN Rail I own all of them"  
[X Link](https://x.com/TheWiseIC/status/1939385241342263534)  2025-06-29T18:07Z [----] followers, [----] engagements


"Some examples : $ATD.TO trades at a discount to $CASY $BN.TO trades at a discount to $BX $PRL.TO trades at a discount to $DAVE Lots of opportunity in Canada"  
[X Link](https://x.com/TheWiseIC/status/1962553390526759255)  2025-09-01T16:29Z [----] followers, [---] engagements


"This one will upset lots of folks here but $ATD.TO does not deserve a 20x EPS valuation when fuel margins are dropping and same store growth annually is stagnant. Sorry but thats the rules. Below $65 I buy"  
[X Link](https://x.com/TheWiseIC/status/1996250884150329451)  2025-12-03T16:11Z [----] followers, [----] engagements


"Hot take but $ATD.TO is tremendously overvalued at 20x EPS and 3.25x book. Who is paying 20x earnings for a stagnant company Should be 12-15x earnings and less than 2.5x book. 0.6x sales is meaningless since they have thin margins"  
[X Link](https://x.com/TheWiseIC/status/2010755787300483247)  2026-01-12T16:48Z [----] followers, [---] engagements


"If $ATD.TO sees a [--] handle Ill start adding. Anything sub 17x EPS is a good bargain. I am forecasting that EPS will drop because fuel margins have declined drastically with falling commodity prices. Remember that fuel feeds 50% to bottom line. SS sales also relatively flat. Hot take but $ATD.TO is tremendously overvalued at 20x EPS and 3.25x book. Who is paying 20x earnings for a stagnant company Should be 12-15x earnings and less than 2.5x book. 0.6x sales is meaningless since they have thin margins. Hot take but $ATD.TO is tremendously overvalued at 20x EPS and 3.25x book. Who is paying 20x"  
[X Link](https://x.com/TheWiseIC/status/2016193354858422700)  2026-01-27T16:55Z [----] followers, [---] engagements


"@spainsphere Nice thesis I can tell you havent read anything past a headline on an article. I encourage you to look at what $UBER is doing before you make such a comment. 🤔"  
[X Link](https://x.com/TheWiseIC/status/2022047414434377739)  2026-02-12T20:37Z [----] followers, [---] engagements


"@ChrisJBakke Thank god you dont run a business. If DoorDash paid $5 (-$5) to make ($6.25) in bookings their margins would shrink. Take rate on a straight $6.25 booking is probably $1. If you paid $5 to make $6.25 you automatically shrink your margin. Youd need 30x volume to expand it"  
[X Link](https://x.com/TheWiseIC/status/2022314728060604564)  2026-02-13T14:19Z [----] followers, [---] engagements


"@Mindset4Money_X Disconnect. I bought Google in [----] when it was hated. It took a full year for it to finally turn around. Lots of people dumped it while it stayed flat and even went negative. I didnt. Same will be for uber"  
[X Link](https://x.com/TheWiseIC/status/2022354371015856243)  2026-02-13T16:57Z [----] followers, [----] engagements


"@observablefact @BillAckman Idiot"  
[X Link](https://x.com/TheWiseIC/status/2022741709608919095)  2026-02-14T18:36Z [----] followers, [--] engagements


"$TSLA dreams of shifting operational risks to the owner is finished. Robotaxis will be on teslas balance sheet and they will have to carry them. Expect Tesla to be 500-600x PE in the future. Who is paying up for this Ridiculous. If Tesla doesn't win the robotaxi race I think it's cooked. If Tesla doesn't win the robotaxi race I think it's cooked"  
[X Link](https://x.com/TheWiseIC/status/2022417377221317054)  2026-02-13T21:07Z [----] followers, [---] engagements


"@TechEquityEng I wouldnt classify Uber as software but I agree its cheap"  
[X Link](https://x.com/TheWiseIC/status/2022742017441435943)  2026-02-14T18:37Z [----] followers, [---] engagements


"Stocks Im close to pulling the trigger on (to buy) 👇🏼 $STN.TO / $STN - Stantec $TRI.TO / $TRI - Thompson Reuters $CSU.TO - Constellation Software $NOW - ServiceNow $BAM - Brookfield AM $ET.TO - Evertz Technologies $IFC.TO - Intact Financial $FFH.TO - Fairfax Financial"  
[X Link](https://x.com/TheWiseIC/status/2017242287563010349)  2026-01-30T14:23Z [----] followers, [----] engagements


"$META brutal sell off after earning - I trimmed 70% of my position between $710-$730 and I am happy to rebuy now. My average is about $670 or so. I will continue to build my position back up no that its around my average"  
[X Link](https://x.com/TheWiseIC/status/2019104988732223588)  2026-02-04T17:45Z [----] followers, [---] engagements


"@DrInvestor9 @WideMoatCzar Fuck what Mr Market says. Mr Market currently says $TSLA will be the sole winner of a 10T+ driverless industry"  
[X Link](https://x.com/TheWiseIC/status/2022001164699721797)  2026-02-12T17:33Z [----] followers, [--] engagements


"@Ahmedinvests It wont happen. Just the nature of the business because its not a necessity while mobility is"  
[X Link](https://x.com/TheWiseIC/status/2022356225644728699)  2026-02-13T17:04Z [----] followers, [--] engagements


"If youre going to take anything away from the volatile market its that cash is truly king. I got a ridiculous about of hate for staying heavy cash the last 2-3 months. Now I have optionally to do what ever I want. Still 78-80% cash and deploying it in bits on any drops"  
[X Link](https://x.com/TheWiseIC/status/2019430427057090889)  2026-02-05T15:18Z [----] followers, [---] engagements


"@StockTrades_CA @SteveWps Its miles away from replacing enterprise SaaS because of how slow these companies transition to new technology (think TD Bank). But yes its advancing fast"  
[X Link](https://x.com/TheWiseIC/status/2020618553934962723)  2026-02-08T21:59Z [----] followers, [--] engagements


"Ive been doing this long enough to see some massive value to price dislocations. I really dont care what happens in the broader market : I believe $UBER is heavily misunderstood and is trading FAR below what a 20% revenue growth engine should be. Same for $META $AMZN"  
[X Link](https://x.com/TheWiseIC/status/2022000321405575180)  2026-02-12T17:30Z [----] followers, [----] engagements


"@SteveWps @zethuscap said it great a while back - leverage growth eroded equity value. A dividend cut and debt payment plan is due. If the can outline both I would consider owning it"  
[X Link](https://x.com/TheWiseIC/status/2022062529770569777)  2026-02-12T21:37Z [----] followers, [--] engagements


"@spainsphere @VariantValue Tesla makes [--] money on those rides lmao. Shows just about how may conference calls youve listened too. Tesla is losing money on every single ride. Uber has their own partnerships with other AV players + @nuro coming out soon that they own. You have no clue what youre saying"  
[X Link](https://x.com/TheWiseIC/status/2022075408422948992)  2026-02-12T22:28Z [----] followers, [--] engagements


"@spainsphere Its literally like slide #8 in the last UBER presentation that addressed everything you just said. If Uber was showing signs of slowing down I would have sold or just not invested but thats not the case. Theres genuine mispricing in the business around a narrative"  
[X Link](https://x.com/TheWiseIC/status/2022075980899397827)  2026-02-12T22:30Z [----] followers, [--] engagements


"@CasiBaba33 @BillAckman It doesnt take a Bill Ackman to find value. I was in Google before he was. Also META and Amazon"  
[X Link](https://x.com/TheWiseIC/status/2022077076153786491)  2026-02-12T22:35Z [----] followers, [---] engagements


"Everyone is so obsessed about CapEx and returns on the MAG7 but fail to realize the biggest issue facing these businesses is that they are self inflicted. You can simply just decide to not spend next year and your FCF quadruples. Why is that so hard to understand"  
[X Link](https://x.com/TheWiseIC/status/2022315788812583153)  2026-02-13T14:23Z [----] followers, [---] engagements


"META revenue is growing 20% + YoY AMZN revenue 15-20% + YoY and 24% YoY for AWS MSFT 17%+ YoY If you had to spend a full year of operating cash flow to grow revenue in the double digits you would do it. They can always back track next year"  
[X Link](https://x.com/TheWiseIC/status/2022315790557393311)  2026-02-13T14:23Z [----] followers, [--] engagements


"@Dino95177184 @Mindset4Money_X Explain how Im wrong"  
[X Link](https://x.com/TheWiseIC/status/2022383170247889268)  2026-02-13T18:51Z [----] followers, [--] engagements


"@Ahmedinvests When @nuro and @Waabi_ai start launching (Uber has ownership in both) and show real promise Uber will rerate very fast. The market thinks they cant survive an AV race"  
[X Link](https://x.com/TheWiseIC/status/2022390851041968539)  2026-02-13T19:22Z [----] followers, [---] engagements


"@MPelletierCIO Martin you certainly are a smart man. Why do you think Uber is toast"  
[X Link](https://x.com/TheWiseIC/status/2022399508735496402)  2026-02-13T19:56Z [----] followers, [--] engagements


"@Dino95177184 @nuro @Waabi_ai Other AV companies with technology at L4 : @nuro @WeRide_ai @Baidu_Inc @PonyAI_tech @Waymo"  
[X Link](https://x.com/TheWiseIC/status/2022401992044482692)  2026-02-13T20:06Z [----] followers, [--] engagements


"@WideMoatCzar Selling $UBER at 14x EPS is a mistake. Youre paying for UberEats at [--] basically"  
[X Link](https://x.com/TheWiseIC/status/2022417643643515261)  2026-02-13T21:08Z [----] followers, [---] engagements


"@TechEquityEng I wouldnt say its a steal at 13x sales and 40x forward earnings but it is growing fast. Id rather own Meta personally"  
[X Link](https://x.com/TheWiseIC/status/2022742853936648600)  2026-02-14T18:40Z [----] followers, [--] engagements

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