# ![@smallbizacquire Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1290479670698233858.png) @smallbizacquire Small Biz Acquirer

Small Biz Acquirer posts on X about ai, $uber, growth, strong the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1290479670698233858/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1290479670698233858/c:line/m:interactions.svg)

- [--] Week [-------] -18%
- [--] Month [-------] +26%
- [--] Months [---------] +747,131%
- [--] Year [---------] +268,766%

### Mentions: [--] [#](/creator/twitter::1290479670698233858/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1290479670698233858/c:line/m:posts_active.svg)

- [--] Week [--] +82%
- [--] Month [--] +222%
- [--] Months [--] +4,400%
- [--] Year [--] +2,967%

### Followers: [-------] [#](/creator/twitter::1290479670698233858/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1290479670698233858/c:line/m:followers.svg)

- [--] Week [---] +0.97%
- [--] Month [---] -5.50%
- [--] Months [---] +215%
- [--] Year [---] +333%

### CreatorRank: [---------] [#](/creator/twitter::1290479670698233858/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1290479670698233858/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [exchanges](/list/exchanges)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[ai](/topic/ai), [$uber](/topic/$uber), [growth](/topic/growth), [strong](/topic/strong), [$googl](/topic/$googl), [investment](/topic/investment), [meta](/topic/meta), [business](/topic/business), [autonomous](/topic/autonomous), [$adbe](/topic/$adbe)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Maplebear Inc. (CART)](/topic/$cart) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Metadium (META)](/topic/$meta) [Bitcoin (BTC)](/topic/$btc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [USDC (USDC)](/topic/usdc) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Mastercard, Inc. (MA)](/topic/$ma) [Ethereum (ETH)](/topic/$eth) [Caught in 4K (4K)](/topic/$4k) [Solana (SOL)](/topic/solana) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Figma, Inc. (FIG)](/topic/$fig) [SPDR GOLD ETF (GLD)](/topic/$gld) [Netflix Inc (NFLX)](/topic/$nflx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ParthenosCap $Peri"  
[X Link](https://x.com/smallbizacquire/status/1773070982154015132)  2024-03-27T19:33Z [--] followers, [---] engagements


"@InvestwithValue Great analysis wondering why you are assuming a 25x terminal exit multiple Do you think thats aggressive as thats higher than where it currently trades"  
[X Link](https://x.com/smallbizacquire/status/1862278650093056228)  2024-11-28T23:33Z [--] followers, [---] engagements


"Figure out which game youre playing Are you a long term investor or a trader trying to make a quit quarterly profit The most successful investors compound their capital over long periods of time"  
[X Link](https://x.com/smallbizacquire/status/1871952402770755833)  2024-12-25T16:13Z [--] followers, [--] engagements


"You must be aware of whats taking place in the world and of what results those events lead to. Only in this way can you put the lessons to work when similar circumstances materialize again. Failing to do is what dooms most investors - Howard Marks"  
[X Link](https://x.com/smallbizacquire/status/1908992404801155492)  2025-04-06T21:17Z [--] followers, [--] engagements


"@RihardJarc What are your thoughts on AMD being affected by the export restrictions from a revenue standpoint while we dont really see it in the Nvidia numbers"  
[X Link](https://x.com/smallbizacquire/status/1953098549857566757)  2025-08-06T14:19Z [--] followers, [---] engagements


"Stablecoins arent just crypto dollars anymoretheyre shaping up to be the backbone of next-gen payments. With new regulation such as the GENIUS Act adoption could explode"  
[X Link](https://x.com/smallbizacquire/status/1970584912244728294)  2025-09-23T20:23Z [--] followers, [--] engagements


"The biggest winners [--]. Circle (USDC) regulatory blessing + growth over Tether [--]. Coinbase USDC partner + Base L2 rails [--]. Visa & Mastercard adapting as the on-chain payment rails"  
[X Link](https://x.com/compoundingcap1/status/1970585120076628301)  2025-09-23T20:24Z [--] followers, [--] engagements


"Is the crypto bull run over Things I'm watching as we head into Q4: $BTC: Hold $105107k or risk a drop to $99k (50W MA). Below that a bear market is likely. $ETH: Needs $4k reclaim. If not eyes on $3.7k (100D SMA)"  
[X Link](https://x.com/smallbizacquire/status/1971656488700858374)  2025-09-26T19:21Z [--] followers, [--] engagements


"Circle $CRCL is quietly one of the most important companies in crypto. Most people have no idea how big this can get. Heres why"  
[X Link](https://x.com/smallbizacquire/status/1973099351661518979)  2025-09-30T18:55Z [--] followers, [--] engagements


"Business Overview Most fintech apps just slapped modern UIs on top of old banking rails. Circle is building an entirely new internet-native financial system. Payment stablecoins (USDC EURC) fully backed 1:1 by cash equivalents designed for speed trust and global payments"  
[X Link](https://x.com/smallbizacquire/status/1973099947906998427)  2025-09-30T18:57Z [--] followers, [--] engagements


"Investment Highlights Competitive edge: Circle works closely with the U.S. gov to ensure compliance + safety. Stablecoin use cases: - Collateral & settlement in crypto - Cross-border payments - Store of value in volatile markets - Institutional finance"  
[X Link](https://x.com/smallbizacquire/status/1973101047045369976)  2025-09-30T19:02Z [--] followers, [--] engagements


"Risks ⚠ Slower adoption of stablecoins as a mainstream payment method ⚠ Fed rate cuts Circle earns revenue from interest on reserves so lower rates = lower earnings"  
[X Link](https://x.com/smallbizacquire/status/1973101367649587704)  2025-09-30T19:03Z [--] followers, [--] engagements


"Valuation Part [--] Key Assumptions: - Stablecoin market grows to $1.5T by [----] - Circle captures 15% market share. They currently have 24% market share - The rate they earn on their reserve income is 3.75% - [----] 8x EV/Sales multiple - Valuation: $45B by [----] (8% CAGR)"  
[X Link](https://x.com/smallbizacquire/status/1973101841337487702)  2025-09-30T19:05Z [--] followers, [--] engagements


"Interesting chart from @AswathDamodaran showing Mag [--] % of all public equities and growth since [----]. The Mag [--] now makes up its largest % of the total market value at 30%"  
[X Link](https://x.com/compoundingcap1/status/1975279548683186318)  2025-10-06T19:18Z [--] followers, [--] engagements


"@DividendGrowth Very well said sometimes its tough to come up with your own best approach when you see others achieving outsized returns by going against conventional wisdom. I agree with diversification but sometimes the best approach is the one you are most comfortable sticking to"  
[X Link](https://x.com/compoundingcap1/status/1976070283640570386)  2025-10-08T23:40Z [--] followers, [---] engagements


"Investing means understanding a companys fundamentalsits financials growth drivers and ability to generate future cash flows. Speculating on the other hand is blindly following market trends and hoping prices rise. As Peter Lynch advises you should be able to clearly explain each of your investments in under a minute to a child; if you can do that you truly understand what you own and can stay confident through market downturns"  
[X Link](https://x.com/compoundingcap1/status/1976425160568680838)  2025-10-09T23:10Z [--] followers, [--] engagements


"@DDBlakeFischer I dont have much faith in Oracle at the moment I feel that the deals they are signing are way out of their wheelhouse"  
[X Link](https://x.com/compoundingcap1/status/1977106859871056270)  2025-10-11T20:19Z [--] followers, [--] engagements


"Stablecoins are eating finance. Circle Internet Group $CRCL could be the biggest winner. Ecosystem power players: ⚡Exchanges: Coinbase Binance Kraken ⚡ Networks: Ethereum Solana Sui ⚡ Protocols: Uniswap Aave Opensea ⚡ Payments: Visa Mastercard Stripe"  
[X Link](https://x.com/compoundingcap1/status/1970947604478652775)  2025-09-24T20:25Z [---] followers, [---] engagements


"New article published on Circle ($CRCL) as an investment opportunity. I have also prepared a detailed financial model that I am happy to share. Feel free to send me a direct message. Circle Internet Group $CRCL - Investment Memo https://open.substack.com/pub/compoundingcap1/p/circle-internet-group-crcl-investmentr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/compoundingcap1/p/circle-internet-group-crcl-investmentr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/compoundingcap1/status/1977798003336294716)  2025-10-13T18:06Z [---] followers, [---] engagements


"I believe there is still a lot of value to be found in profitable mid caps in disliked industries such as software and retail. $ADBE and $LULU come to mind as well as $CRM and $TGT I think this gives a great sense of year-to-date market sentiment. Essentially we want the lowest quality firms or Mag7 is the theme. https://t.co/Aj38n18tcb I think this gives a great sense of year-to-date market sentiment. Essentially we want the lowest quality firms or Mag7 is the theme. https://t.co/Aj38n18tcb"  
[X Link](https://x.com/compoundingcap1/status/1980439558664921429)  2025-10-21T01:02Z [--] followers, [---] engagements


"A16z's Annual State of Crypto reports are one of my favorite reads every year. Key takeaways from this years report: - There are roughly 700m crypto holders but only 40-70m monthly active users - Hyperliquid and Solana account for 53% of revenue-generating economic activity - Solana builder interest increased by 78% - ETF crypto holdings are up 169% - $30B of RWA's are onchain - Stablecoins are a top [--] holder of US treasuries Were excited to share our [----] State of Crypto report. This years story: the maturation of the crypto industry with growing institutional adoption the rise of"  
[X Link](https://x.com/compoundingcap1/status/1981079732340068651)  2025-10-22T19:26Z [--] followers, [--] engagements


"Meta Platforms ($META) Investment Breakdown Meta connects over [--] billion people daily across Facebook Instagram WhatsApp and Messenger. Revenue primarily comes from advertising but AI VR and messaging are key growth opportunities. Reporting Segments: - Family of Apps: Core revenue engine. Advertising on Facebook Instagram WhatsApp etc - Reality Labs: VR AR and AI hardware (MetaQuest Ray-Ban smart glasses) Growth Drivers: [--]. AI-powered ad targeting and engagement [--]. Increased time spent via AI-driven content (Reels Threads) [--]. Monetizing WhatsApp through business messaging [--]. Early-stage"  
[X Link](https://x.com/compoundingcap1/status/1981130269047288258)  2025-10-22T22:47Z [---] followers, [--] engagements


"Added to my position in Bitcoin $BTC. My thoughts on why I'm adding here: The risk-reward setup here was too compelling to ignore. Market sentiment is currently at extreme fear yet Bitcoin remains one of the greatest long-term assets as the broader crypto ecosystem matures. With the Fed turning toward rate cuts and the recent sharp daily correction being bought up instantly the setup looks asymmetrical. A 20% drawdown would only take us to around $86K barely a 9% drop from my original cost basis. Current long term uptrend key fib levels are between 86k-94k. I see a conservative medium (18"  
[X Link](https://x.com/compoundingcap1/status/1981354463991402794)  2025-10-23T13:38Z [--] followers, [--] engagements


"I think for investment banking specifically a portion of the roles can be outsourced as JP Morgan is contemplating. But to your point there will always need to be some number of analysts and associates in order to move up the ranks for the next generation of VPs and MDs. But if a portion of an NYC analysts role such as financial modeling and PowerPoint formatting can be outsourced I unfortunately think that will be a win win for JP Morgan and the actual analyst at the burden of lower roles to be filled"  
[X Link](https://x.com/compoundingcap1/status/1982069431783104950)  2025-10-25T12:59Z [---] followers, [---] engagements


"From Chapter [--] of The Intelligent Investor: Ben Graham reminds us: An investor can be imaginative and chase big profits but risk major miscalculations. Or he can be conservative stick to proven value and miss golden opportunities. But he cant have it both ways"  
[X Link](https://x.com/compoundingcap1/status/1982628491972710502)  2025-10-27T02:00Z [---] followers, [--] engagements


"This would be insane if true. $500B through [----] is $83B a quarter. $NVDA did $47B of revenue last quarter and street is only expecting $210B of revenue in [----]. Somehow Nvidia may still be undervalued at a $4.5T market cap $NVDA is likely going higher. Jensen says: Seeing extraordinary growth in GB and now have visibility into $500B in cumulative Blackwell and early ramps of Rubin revenue through the end of CY26 business on the books. Have already shipped 6m Blackwell's in the first [---] https://t.co/WfJkcSWdDj $NVDA is likely going higher. Jensen says: Seeing extraordinary growth in GB and"  
[X Link](https://x.com/compoundingcap1/status/1983234244118749667)  2025-10-28T18:07Z [---] followers, [---] engagements


"$META reports third quarter earnings today. Here are my expectations and what I will be looking for on the earnings call: Expectations: - Revenue - $50.0B ($49.4B consensus) - Operating Margins - 43.4% - EPS - $7.53 ($6.66 consensus) - FOA Revenue - $49.7B - Reality Labs Revenue - $303M Things to monitor: - [----] CAPEX guidance prior range of $66-72B - Management guidance on CAPEX and costs for [----] - Insight into Q4 Reality Labs sales as Q4 is typically RL's best quarter due to the holidays - Update on WhatsApp Threads and Reels monetization - Update on the regulatory environment in the EU"  
[X Link](https://x.com/compoundingcap1/status/1983534085927522421)  2025-10-29T13:59Z [---] followers, [---] engagements


"$GOOGL reports third quarter earnings today. Here are my expectations and what I will be looking for on the earnings call: Expectations: - Revenue - $100.7B ($100.1B consensus) - Operating Margin - 32.7% - EPS - $2.55 ($2.27 consensus) - Google Services Revenue - $85.4B - Cloud Revenue - $14.9B (31% YoY growth) Things to monitor: - [----] CAPEX guidance prior guidance of $85B - Cloud customer growth and TPU commentary - Monthly token processing and insight into lowering cost per token - Search growth rate Q2 saw an acceleration in q/q growth rate"  
[X Link](https://x.com/compoundingcap1/status/1983567392174158047)  2025-10-29T16:11Z [---] followers, [---] engagements


"I recently downloaded the $DUOL to learn Spanish for an upcoming trip I have to South America. To be honest I dont think the app is anything special. I took Spanish in high school so I had a basic understanding of the language. The first [--] weeks in the Duolingo app covered things I already knew and there really wasnt anyway to skip the basics. The app constantly pushes upgrading and I honestly got kind of annoyed after a while. It is probably the best app to learn a new language at the moment but I dont see any competitive edge over Google or other big tech names who have a larger user base."  
[X Link](https://x.com/compoundingcap1/status/1983612057363591537)  2025-10-29T19:09Z [---] followers, [----] engagements


"$GOOGL actual vs my expectations Results: - Revenue - Actual $102.3B vs $100.7B ✅ - Operating Margin - Actual 30.5% vs 32.7% ❌ - EPS - Actual $2.87 vs $2.55 ✅ - Google Services Revenue - Actual $87.1B vs $85.4B ✅ - Cloud Revenue - Actual $15.1B vs $14.9B ✅ $GOOGL reports third quarter earnings today. Here are my expectations and what I will be looking for on the earnings call: Expectations: - Revenue - $100.7B ($100.1B consensus) - Operating Margin - 32.7% - EPS - $2.55 ($2.27 consensus) - Google Services Revenue - $GOOGL reports third quarter earnings today. Here are my expectations and what"  
[X Link](https://x.com/compoundingcap1/status/1983626885712978311)  2025-10-29T20:07Z [---] followers, [---] engagements


"Google Cloud backlog now $155B up from $106B in Q2. That is 46% growth over last quarter"  
[X Link](https://x.com/compoundingcap1/status/1983633011741442264)  2025-10-29T20:32Z [---] followers, [--] engagements


"@musf1k @DataDInvesting Peloton was growing subscribers by 100%+ a year in [----] and [----] everyone thought it was a sticky product until it wasnt. Not saying this is a certainty with Duolingo but it is a possibility"  
[X Link](https://x.com/compoundingcap1/status/1983859428698030239)  2025-10-30T11:32Z [---] followers, [--] engagements


"$META Q3 [----] highlights: - Revenue +26% fastest growth since Q1 [----] - Ad revenue +26%; other FOA revenue +59% led by WhatsApp paid messaging & Meta AI subscriptions - Reality Labs revenue +74% boosted by Quest headset holiday stocking - Ad impressions +14% average ad price +10% - Operating cash flow margin 59% FCF margin 21% - CAPEX 37% of revenue something to closely monitor as this has been picking up significantly as Meta continues to invest in AI infrastructure and talent - Expenses up 32% due to legal AI talent hiring and infrastructure expansion Metas core business continues to grow"  
[X Link](https://x.com/compoundingcap1/status/1984352283132305664)  2025-10-31T20:10Z [---] followers, [---] engagements


"I had some concerns when the numbers first came out. But after reading the earnings call I have faith in Zuck. I'm paraphrasing some of his comments here but they are aggressively front-loading investments in compute capacity to prepare for the possibility that superintelligence arrives sooner than expected. This positions them for major breakthroughs early. Worst case they can slow infrastructure buildout next year while growing into what theyve already built. There is also some optionality to rent out their compute externally. Their core business seems to be benefitting from these AI"  
[X Link](https://x.com/compoundingcap1/status/1984354353562472745)  2025-10-31T20:18Z [---] followers, [----] engagements


"@Mojo_flyin @amitisinvesting No doubt all the big tech companies are transitioning to capital intensive models. But if Meta doesnt use all of their compute capacity they can rent it out. You dont think the world will require more compute [--] years from now"  
[X Link](https://x.com/compoundingcap1/status/1984634343252242548)  2025-11-01T14:51Z [---] followers, [--] engagements


"@Mojo_flyin @amitisinvesting I believe inference costs will come down in the future"  
[X Link](https://x.com/compoundingcap1/status/1984640810525114539)  2025-11-01T15:16Z [---] followers, [--] engagements


"$UBER Q3 Result Highlights - Revenue: $13.47B (Est. $13.26B) - EPS: $1.20 (Est. $0.87) - Gross Bookings: $49.74B (Est. $48.73B) - Free Cash Flow: $2.2B Q4 [----] Guidance - Gross Bookings: $52.25B$53.75B - Adj. EBITDA: $2.41B$2.51B Ubers growth kicked into high gear in Q3 marking one of the largest trip-volume increases in the companys history said Dara Khosrowshahi CEO. Were building on that momentum by investing in lifelong customer relationships leaning into our local commerce strategy and harnessing the transformative potential of AI and autonomy"  
[X Link](https://x.com/compoundingcap1/status/1985683226447196285)  2025-11-04T12:19Z [---] followers, [---] engagements


"$BTC just broke below the 200-day SMA and is now sitting on the 50-week SMA. Its approaching the trendline thats held since August [----]. If this level doesnt hold more downside could follow short term. But charts only tell part of the story. Rising global liquidity and Fed rate cuts suggest capital will keep rotating into Bitcoin over the long term"  
[X Link](https://x.com/compoundingcap1/status/1985743608298029246)  2025-11-04T16:19Z [---] followers, [--] engagements


"Not looking good for crypto. $BTC just broke its 50W MA of $103K Is the crypto bull run over Things I'm watching as we head into Q4: $BTC: Hold $105107k or risk a drop to $99k (50W MA). Below that a bear market is likely. $ETH: Needs $4k reclaim. If not eyes on $3.7k (100D SMA). Is the crypto bull run over Things I'm watching as we head into Q4: $BTC: Hold $105107k or risk a drop to $99k (50W MA). Below that a bear market is likely. $ETH: Needs $4k reclaim. If not eyes on $3.7k (100D SMA)"  
[X Link](https://x.com/compoundingcap1/status/1985784791908704427)  2025-11-04T19:02Z [---] followers, [--] engagements


"$FIG Q3 [----] Results Q3 Results: - Revenue: $274M 38% y/y - Adjusted Operating Income: $34M - Adjusted FCF: $49M - Net Dollar Retention Rate: 131% - Rule of [--] (Revenue Growth + Adj. FCF Margin): 56% Guidance: - Q4 Revenue: $293M 35% y/y - FY25 Revenue: $1.05B 40% y/y (raised from prior quarter) Q3 was the best quarter in Figmas history: we crossed $1 billion in annual revenue run rate delivered record revenue and shipped faster than ever for our customers said Dylan Field Figmas CEO and co-founder"  
[X Link](https://x.com/compoundingcap1/status/1986179875103780939)  2025-11-05T21:12Z [---] followers, [---] engagements


"One thing I'll be listening for on the $FIG earnings call is the significant decline in non-GAAP gross margin from 89% in Q2 to 86% this quarter"  
[X Link](https://x.com/compoundingcap1/status/1986187190506766821)  2025-11-05T21:41Z [---] followers, [---] engagements


"$GOOGL CEO on how their internal AI models and TPUs differentiate their cloud offering versus other hyperscalers Per the Q3 earnings call"  
[X Link](https://x.com/compoundingcap1/status/1986476936105988155)  2025-11-06T16:53Z [---] followers, [--] engagements


"I have also studied meta in detail and think its a great long term hold but I do believe your model is aggressive. I think the revenue CAGR assumption is fair but the exit PE ratio is too high. Over the last [--] years metas average PE is 23x and that will likely come down in [--] years as revenue growth rate comes down. I believe a PE around 18-20x should be used to be conservative. It also doesnt seem that your model reflects the capital intensive business model that meta is transitioning to. FCF is going to come down significantly over the next [--] years as the company continues to invest in AI"  
[X Link](https://x.com/compoundingcap1/status/1987279806623252725)  2025-11-08T22:03Z [---] followers, [---] engagements


"$CART: Instacart reported solid Q3 earnings with orders up 14% y/y and GTV up 10% y/y Below is my initial deep dive on the company and I will be providing my thoughts on Q3 earnings in a later post. https://open.substack.com/pub/compoundingcap1/p/grocery-delivered-the-real-storyr=cfiyc&utm_campaign=post&utm_medium=web https://open.substack.com/pub/compoundingcap1/p/grocery-delivered-the-real-storyr=cfiyc&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/compoundingcap1/status/1987897813540196599)  2025-11-10T14:59Z [---] followers, [--] engagements


"Below is a summary and my thoughts on Instacart's $CART Q3 Earnings Instacart ($CART) Q3 Earnings Summary https://open.substack.com/pub/compoundingcap1/p/instacart-cart-q3-earnings-summaryr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/compoundingcap1/p/instacart-cart-q3-earnings-summaryr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/compoundingcap1/status/1987997658653319654)  2025-11-10T21:35Z [---] followers, [--] engagements


"How could investors believe this when their data center revenue only grew 22% last quarter. $AMD $AMD CEO Lisa Su said she expects its Data Center Business to grow by a more than 60% CAGR over the next 3-5 years https://t.co/vJpQnxFBBu $AMD CEO Lisa Su said she expects its Data Center Business to grow by a more than 60% CAGR over the next 3-5 years https://t.co/vJpQnxFBBu"  
[X Link](https://x.com/compoundingcap1/status/1988319138763489717)  2025-11-11T18:53Z [---] followers, [---] engagements


"The market wouldnt assign a 54x multiple to AMD in [--] years. It would be max 35x if theyre lucky. Only reason Nvidia trades at that multiple is because 1) they are the clear leader in the space and 2) they are growing revenue 55% off a $30b base AMD wouldnt have either of those characteristics and their growth will have slowed by [----] which would be reflected by a lower multiple"  
[X Link](https://x.com/compoundingcap1/status/1988673611323044093)  2025-11-12T18:21Z [---] followers, [----] engagements


"$CRCL reported a solid Q3. My initial deep dive is below and Ill be sharing a summary on the quarter later today New article published on Circle ($CRCL) as an investment opportunity. I have also prepared a detailed financial model that I am happy to share. Feel free to send me a direct message. Circle Internet Group $CRCL - Investment Memo https://t.co/ya3fylXBkG New article published on Circle ($CRCL) as an investment opportunity. I have also prepared a detailed financial model that I am happy to share. Feel free to send me a direct message. Circle Internet Group $CRCL - Investment Memo"  
[X Link](https://x.com/compoundingcap1/status/1988687020319993966)  2025-11-12T19:15Z [---] followers, [---] engagements


"@QualityInvest5 Its a bet zuck is making on what he believes will be the future computing platform. As a Meta shareholder I am ok with it due to the fact that FoA generates so much cash flow"  
[X Link](https://x.com/compoundingcap1/status/1988740969244856460)  2025-11-12T22:49Z [---] followers, [---] engagements


"@RihardJarc Bullish for the hyperscalers like Meta Google and Microsoft since they can slow down capex if this is true. Bearish for Nvidia AMD as demand would come down and bearish for the neoclouds who would be overinvesting in data center buildouts with current GPUs"  
[X Link](https://x.com/compoundingcap1/status/1989041409672859904)  2025-11-13T18:43Z [---] followers, [---] engagements


"Is Google the next $10 trillion company Check out my latest deep dive on their AI edge cloud growth and what investors should watch next. $GOOGL $GOOG Googles Path to $10 Trillion: Growth Risks and Rewards https://open.substack.com/pub/compoundingcap1/p/googles-path-to-10-trillion-growthr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/compoundingcap1/p/googles-path-to-10-trillion-growthr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/compoundingcap1/status/1989422112948589071)  2025-11-14T19:56Z [---] followers, [--] engagements


"I think this will be a value add acquisition for $ADBE. On their last earnings call management said that clients are leaning on them more to optimize their Gen AI optimization within the Digital Experience segment. At around 4.5x revenue Adobe is acquiring Semrush at a fair price and should be able to capture synergies day one. Adobe is acquiring Semrush with cash which wont dilute current shareholders and they have enough cash on their balance sheet as well as significant free cash flow to finance this acquisition without tapping the capital markets. Adobe to Acquire Semrush "Today Adobe"  
[X Link](https://x.com/compoundingcap1/status/1991138275466096772)  2025-11-19T13:35Z [---] followers, [---] engagements


"Some followers have been requesting the summary on $CRCL Q3 earnings. While I initially planned on doing an in depth analysis I will no longer be doing so since Circle didnt break out quarterly financials in detail within their S1 or quarterly SEC filings. I will provide a detailed year end review when the report their Q4 earnings and release their 10k In my initial deep dive I rated Circle a sell with a $75 price target while the shares were trading around $130. The stock is now trading at $68. I do believe Circle could be a good buy here but it will experience significant volatility in the"  
[X Link](https://x.com/compoundingcap1/status/1991233889218764872)  2025-11-19T19:55Z [---] followers, [---] engagements


"Zooming out todays selloff was mostly about a strong jobs report lowering the odds of a rate cut next month. Risk on assets have been hit pretty hard over the past few days i.e Bitcoin neoclouds this years IPOs and unprofitable energy stocks. Index valuations are elevated vs historical averages but thats largely because the mega caps are growing earnings above historical averages. There is risk that valuations revert closer to the mean. The real question is whether hyperscaler AI capex will earn positive ROI. If it doesnt Nvidias revenue resets cloud growth slows and the entire AI trade gets"  
[X Link](https://x.com/compoundingcap1/status/1991685720587616751)  2025-11-21T01:50Z [---] followers, [--] engagements


"@accrued_int @taobanker Adobe users can already use nanobana within Adobe products such as photoshop and firefly"  
[X Link](https://x.com/compoundingcap1/status/1991968037956984873)  2025-11-21T20:32Z [---] followers, [--] engagements


"@accrued_int @taobanker I dont use photoshop products myself but I am an $ADBE shareholder. In their Q3 earnings call they did a demo using nano banana within the Adobe suite and they also discussed this on the call itself"  
[X Link](https://x.com/compoundingcap1/status/1991971875375997156)  2025-11-21T20:47Z [---] followers, [---] engagements


"@SelfMadeMastery Adobe $ADBE"  
[X Link](https://x.com/compoundingcap1/status/1991973599021019488)  2025-11-21T20:54Z [---] followers, [---] engagements


"@QualityInvest5 $ADBE is at the top of my list as well"  
[X Link](https://x.com/compoundingcap1/status/1996732069620404514)  2025-12-05T00:03Z [---] followers, [---] engagements


"Interesting perspective on how the entire AI ecosystem is being fueled by credit and VC money though there is no near-term evidence that any of the funders will receive a return on their investments Free newsletter: NVIDIA Isn't Enron so what is it My 15k word guide to the market messiah- how it makes money how its future relies on endless debt how millions of GPUs are sitting waiting to be installed and why buying AI GPUs no longer makes sense. https://t.co/RoRQbdQFaA Free newsletter: NVIDIA Isn't Enron so what is it My 15k word guide to the market messiah- how it makes money how its future"  
[X Link](https://x.com/compoundingcap1/status/1998499480065413458)  2025-12-09T21:06Z [---] followers, [--] engagements


"Adobe is set to announce Q4 [----] earnings today after the close. $ADBE My expectations are as follows: Revenue Total Revenue: $6.12B (9.3% y/y) Digital Media Revenue: $4.56B (10.0% y/y) Digital Experience Revenue: $1.52B (8.5% y/y) GAAP Operating Income Operating Income: $2.17B (11% y/y) Diluted EPS Diluted EPS: $4.32 (13.7% y/y) Looking for management commentary on AI implementation competitive landscape and their recent acquisition of Semrush"  
[X Link](https://x.com/compoundingcap1/status/1998773162260021315)  2025-12-10T15:13Z [---] followers, [--] engagements


"Main takeaways from $UBER Q3 earnings call. The stock is starting to look attractive again in the low 80s. Gross Bookings/Revenue - Trips up 22% (highest since 2023) driven by 150M+ Mobility users and strong frequency. Only 10% monthly penetration in top [--] markets massive TAM tailwind remains - Delivery gross bookings growth accelerating (24% Q3 vs 20% Q2) with grocery/retail at $12B run rate growing faster than restaurant delivery. - Uber AI Solutions creating new earnings opportunities for 9.4M drivers - Uber One at 2/3 penetration of Delivery gross bookings [--] countries globally with new"  
[X Link](https://x.com/compoundingcap1/status/2003203907506569363)  2025-12-22T20:40Z [---] followers, [--] engagements


"Recently came across your content and find it valuable. Does this framework apply to long term fundamental investing as well or is it mainly about short term trading I ask based on the section where you talk about the fundamental analyst finding a position more attractive as its price declines which has generally been my view if I have conviction in the position"  
[X Link](https://x.com/compoundingcap1/status/2005339367397552555)  2025-12-28T18:05Z [---] followers, [---] engagements


"Got it. I would say opportunity but if my thesis for why I entered the position breaks then thats typically when I cut the position and by then it would be in the red. My approach is investing in a few core positions for the medium to long term versus trading in and out on a daily/weekly time frame"  
[X Link](https://x.com/compoundingcap1/status/2005340959756689471)  2025-12-28T18:11Z [---] followers, [--] engagements


"The capture of Maduro materially changes the economic outlook for Venezuela. This is how Im positioning: Current Buys: - Chevron $CVX Core position. Only U.S. major with an active footprint and OFAC authorization. Regime change turns political risk into real option value before production ramps. Cleanest lowest-execution-risk expression. - Valero $VLO Tactical long. Largest complex Gulf Coast refiner and historical buyer of Venezuelan heavy crude. Potential access to discounted heavy feedstock should produce margin upside. Near-Term Watchlist: - Schlumberger $SLB / Halliburton $HAL Natural"  
[X Link](https://x.com/compoundingcap1/status/2008258224450044226)  2026-01-05T19:24Z [---] followers, [--] engagements


"This would be huge for $TSM and the United States [--]. Derisks TSM as an investment as the biggest risk is China invading Taiwan [--]. Derisks the AI infrastructure supply chain from a United States perspective as there will be less reliance on manufacturing overseas BREAKING: The US is nearing a trade deal with Taiwan which would cut tariffs and secure major new investments from Taiwan Semiconductor Manufacturing Co $TSM in the US. Under the agreement TSM would agree to build at least [--] more Arizona semiconductor facilities. This would BREAKING: The US is nearing a trade deal with Taiwan which"  
[X Link](https://x.com/anyuser/status/2010773100082713078)  2026-01-12T17:57Z [---] followers, [---] engagements


"Most American investors are crowded into the same U.S. mega-cap AI trade. At 28x earnings the S&P [---] now prices in perfection along with a strong dollar. In my new Substack I walk through why investors should consider allocating a portion of their portfolio into gold and emerging markets as portfolio insurance heading into [----]. $DXY $GLD $VEA $EMXC $IEMG $VOO $QQQ https://substack.com/@compoundingcap1/note/p-184817888utm_source=notes-share-action&r=cfiyc https://substack.com/@compoundingcap1/note/p-184817888utm_source=notes-share-action&r=cfiyc"  
[X Link](https://x.com/anyuser/status/2013614776140603428)  2026-01-20T14:09Z [---] followers, [--] engagements


"$NFLX shares look more attractive at today's price following [----] earnings. Sharing my thoughts below. Netflix Q4 2025: Strong Results Share Upside to $100 https://open.substack.com/pub/compoundingcap1/p/netflix-q4-2025-strong-results-sharer=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/compoundingcap1/p/netflix-q4-2025-strong-results-sharer=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2014374269061313018)  2026-01-22T16:27Z [---] followers, [--] engagements


"@kakashiii111 Net income is down due to a Q3 non cash tax write off. Operating cash flow is up significantly and growth is reaccelerating which will fund the Capex"  
[X Link](https://x.com/compoundingcap1/status/2016697217524855092)  2026-01-29T02:17Z [---] followers, [----] engagements


"$META just posted another monster year. 22% revenue growth off a $165B base engagement up across Reels/Video/Threads and AI/video tools + WhatsApp paid messaging scaling into multibillion dollar businesses. There are risks with the massive AI capex and opex that will pressure margins before they drive the next leg of growth. I discuss their [----] results in my latest piece below. https://substack.com/@compoundingcap1/note/p-186453658utm_source=notes-share-action&r=cfiyc https://substack.com/@compoundingcap1/note/p-186453658utm_source=notes-share-action&r=cfiyc"  
[X Link](https://x.com/anyuser/status/2018372808573669680)  2026-02-02T17:15Z [---] followers, [--] engagements


"I view Waymos $126 billion valuation as bullish for $UBER. Uber currently sits at around a $170 billion market cap with significantly larger scale. Uber operates in [-----] cities versus Waymos [--] while partnering with Waymo in [--] of those cities. Either the market is overvaluing Waymo or significantly undervaluing Uber. Beyond current scale I think Waymo has an inferior business model compared to Uber. With Ubers large existing user base it can partner with AV manufacturers to deliver timely rides to consumers through a capital light approach. Waymo by contrast must spend heavily on capex for"  
[X Link](https://x.com/anyuser/status/2018488624392597718)  2026-02-03T00:56Z [---] followers, [--] engagements


"$GOOGL just posted another stellar quarter. For those wanting to understand more about the business I provided a deep dive below Googles Path to $10 Trillion: Growth Risks and Rewards https://open.substack.com/pub/compoundingcap1/p/googles-path-to-10-trillion-growthutm_campaign=post-expanded-share&utm_medium=post%20viewer https://open.substack.com/pub/compoundingcap1/p/googles-path-to-10-trillion-growthutm_campaign=post-expanded-share&utm_medium=post%20viewer"  
[X Link](https://x.com/anyuser/status/2019160531266109749)  2026-02-04T21:25Z [---] followers, [---] engagements


"$Uber lots of good stuff here on how AVs are a tailwind for Uber and how they are thinking about partnerships going forward Autonomous Driving Is a Trillion Dollar Opportunity🎙 @Downtown is joined by @andrewgordonmac President and Chief Operating Officer at @Uber to break down Ubers standout earnings rapid user and trip growth and what the numbers say about the business today before diving into https://t.co/JlBYYMyIJE Autonomous Driving Is a Trillion Dollar Opportunity🎙 @Downtown is joined by @andrewgordonmac President and Chief Operating Officer at @Uber to break down Ubers standout"  
[X Link](https://x.com/anyuser/status/2021215383567339527)  2026-02-10T13:31Z [---] followers, [--] engagements


"$Uber continues to innovate with new product offerings $UBER Eats has launched an AI cart assistant that will let you build a grocery order from text or even a photo like a handwritten list per CNBC. https://t.co/NqHjHftKib $UBER Eats has launched an AI cart assistant that will let you build a grocery order from text or even a photo like a handwritten list per CNBC. https://t.co/NqHjHftKib"  
[X Link](https://x.com/anyuser/status/2021604775104569445)  2026-02-11T15:18Z [---] followers, [--] engagements


"$CART strong revenue beat. Company is continuing to execute despite competition entering the market. Shares are cheap here trading around 12x FCF Company deep dive below https://compoundingcap1.substack.com/p/grocery-delivered-the-real-storyr=cfiyc $CART Earnings: - GTV of $9852 million up 14% year-over-year - Orders of [----] million up 16% year-over-year - Total revenue of $992 million up 12% year-over-year representing 10.1% of GTV. - GAAP net income of $81 million down 46% year-over-year representing 0.8% of GTV https://t.co/JDJUHX1OCK"  
[X Link](https://x.com/anyuser/status/2022060119232823347)  2026-02-12T21:27Z [---] followers, [--] engagements


"Instacart $CART Q4 [----] Earnings: Strongest GTV Growth in Three Years https://open.substack.com/pub/compoundingcap1/p/instacart-q4-2025-earnings-strongestr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/compoundingcap1/p/instacart-q4-2025-earnings-strongestr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2022117190334656719)  2026-02-13T01:14Z [---] followers, [--] engagements


"I just started digging into Reddit as a potential investment. The fundamentals growth and valuation look reasonable. Also like that they are still founder led. But as I was researching the stock I started using Reddit to see what the experience is like. I think the website is cool and useful but the ads I see on Reddit are not tailored to me whatsoever whereas on Instagram and Youtube the ads feel super personalized. I question if advertisers are seeing a return on ad spend on Reddit. If they don't why would they keep spending money on this platform Have you had the same experience as a"  
[X Link](https://x.com/compoundingcap1/status/2022400878104252836)  2026-02-13T20:01Z [---] followers, [---] engagements


"I am into health and fitness so on Instagram I will get ads for health devices such as Whoop or a longevity ad from Function health. A good amount of times I dont even realize that they are ads on my Instagram feed. But on Reddit I am scrolling and I will get an ad for FedEx. FedEx feels like a random non-targeted ad and I can tell it is an advertisement right away. I guess I just feel like the ads on Reddit disrupt the user experience and arent tailored whereas on Instagram there I times I dont even notice. I think this was an issue for Twitter as well where they were having trouble"  
[X Link](https://x.com/compoundingcap1/status/2022417420737302856)  2026-02-13T21:07Z [---] followers, [--] engagements


"@siyul Understood. I believe there are a lot of positives going for Reddit at the moment. Just questioning whether the high growth 50-70% is sustainable over the next few years"  
[X Link](https://x.com/compoundingcap1/status/2022419971490615394)  2026-02-13T21:17Z [---] followers, [--] engagements


"Sharing my thoughts on the year performance and current portfolio allocation below. Quiet Compounding: [----] Annual Letter https://open.substack.com/pub/compoundingcap1/p/quiet-compounding-2025-annual-letterr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/compoundingcap1/p/quiet-compounding-2025-annual-letterr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2010892155284500947)  2026-01-13T01:50Z [---] followers, [--] engagements


"Instacart $CART Q4 [----] Earnings: Strongest GTV Growth in Three Years https://open.substack.com/pub/compoundingcap1/p/instacart-q4-2025-earnings-strongestr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/compoundingcap1/p/instacart-q4-2025-earnings-strongestr=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2022117190334656719)  2026-02-13T01:14Z [---] followers, [--] engagements


"$CART strong revenue beat. Company is continuing to execute despite competition entering the market. Shares are cheap here trading around 12x FCF Company deep dive below https://compoundingcap1.substack.com/p/grocery-delivered-the-real-storyr=cfiyc $CART Earnings: - GTV of $9852 million up 14% year-over-year - Orders of [----] million up 16% year-over-year - Total revenue of $992 million up 12% year-over-year representing 10.1% of GTV. - GAAP net income of $81 million down 46% year-over-year representing 0.8% of GTV https://t.co/JDJUHX1OCK"  
[X Link](https://x.com/anyuser/status/2022060119232823347)  2026-02-12T21:27Z [---] followers, [--] engagements


"$CART Earnings: - GTV of $9852 million up 14% year-over-year - Orders of [----] million up 16% year-over-year - Total revenue of $992 million up 12% year-over-year representing 10.1% of GTV. - GAAP net income of $81 million down 46% year-over-year representing 0.8% of GTV and 8% of total revenue. - Adjusted EBITDA of $303 million up 20% year-over-year representing 3.1% of GTV and 31% of total revenue. "Overall [----] was a defining year for Instacart. Our strategy is working. Our operating fundamentals are strong. And our teams are executing well across our marketplace enterprise platform and"  
[X Link](https://x.com/AlphaSenseInc/status/2022057313113399620)  2026-02-12T21:16Z 31.7K followers, [----] engagements


"$Uber continues to innovate with new product offerings $UBER Eats has launched an AI cart assistant that will let you build a grocery order from text or even a photo like a handwritten list per CNBC. https://t.co/NqHjHftKib $UBER Eats has launched an AI cart assistant that will let you build a grocery order from text or even a photo like a handwritten list per CNBC. https://t.co/NqHjHftKib"  
[X Link](https://x.com/anyuser/status/2021604775104569445)  2026-02-11T15:18Z [---] followers, [--] engagements


"$UBER Eats has launched an AI cart assistant that will let you build a grocery order from text or even a photo like a handwritten list per CNBC"  
[X Link](https://x.com/anyuser/status/2021570466595361234)  2026-02-11T13:02Z 126.2K followers, 12.4K engagements


"I own a material amount of $UBER and if the wife thought she could stop hearing about it she was WRONG. One of the first things that should jump out to you from 4Q results is that user counts were very strong. The first chart way down below is quarterly MAPC y/y which the last several quarters has been accelerating. Not bad for a company at such massive scale and n.b. that most SS models assume MAPC growth rates decelerate as that's a natural starting point assumption. There are several squishy reasons one could imagine why MAPC might be outperforming. Generally speaking two sided"  
[X Link](https://x.com/anyuser/status/2021277597695365268)  2026-02-10T17:38Z [----] followers, 487.5K engagements


"Wall Street thinks autonomous vehicles will destroy Uber. They're missing something huge: Uber's biggest expenses are tied to human drivers. Lower take rates + lower insurance costs + zero driver incentives = HIGHER margins with AVs. I break down why $UBER at 16x FCF is mispriced. https://open.substack.com/pub/compoundingcap1/p/uber-the-best-large-cap-opportunityutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/compoundingcap1/p/uber-the-best-large-cap-opportunityutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/anyuser/status/2021318856782807135)  2026-02-10T20:22Z [---] followers, [--] engagements


"RT @KCapitalAbhi: $UBER Mac articulated Ubers strategy really well and systematically provided meaningful counters to all aspects of the"  
[X Link](https://x.com/anyuser/status/2021267769916846100)  2026-02-10T16:59Z [---] followers, [--] engagements


"$UBER Mac articulated Ubers strategy really well and systematically provided meaningful counters to all aspects of the consensus bear case. $UBER is a long duration platform and will remain so. Salient points from the episode that cut through the bear hyperbole: 1/ Current Momentum: $UBER reported standout Q4 earnings with rapid growth in its fundamental business drivers i.e. users and trips indicating a healthy and scaling core business Uber has repeatedly surprised even its own management on how fast the platform can grow and how much runway still remains. 2/ AVs are Transformative: AVs"  
[X Link](https://x.com/anyuser/status/2021041549774348361)  2026-02-10T02:00Z [---] followers, [----] engagements


"Autonomous Driving Is a Trillion Dollar Opportunity🎙 @Downtown is joined by @andrewgordonmac President and Chief Operating Officer at @Uber to break down Ubers standout earnings rapid user and trip growth and what the numbers say about the business today before diving into the biggest question facing the space: how autonomous vehicles will shape Ubers future🚗👇 Sponsored by: @TeucriumETFs https://podcasts.thecompoundnews.com/show/TCAF/autonomous-driving-is-a-trillion-dollar-opportunity-with-uber-president-andrew-macdonald/ https://youtu.be/N6t0o-46pW4"  
[X Link](https://x.com/anyuser/status/2020983974449860659)  2026-02-09T22:11Z 50.2K followers, 65.7K engagements


"$Uber lots of good stuff here on how AVs are a tailwind for Uber and how they are thinking about partnerships going forward Autonomous Driving Is a Trillion Dollar Opportunity🎙 @Downtown is joined by @andrewgordonmac President and Chief Operating Officer at @Uber to break down Ubers standout earnings rapid user and trip growth and what the numbers say about the business today before diving into https://t.co/JlBYYMyIJE Autonomous Driving Is a Trillion Dollar Opportunity🎙 @Downtown is joined by @andrewgordonmac President and Chief Operating Officer at @Uber to break down Ubers standout"  
[X Link](https://x.com/anyuser/status/2021215383567339527)  2026-02-10T13:31Z [---] followers, [--] engagements


"$GOOGL just posted another stellar quarter. For those wanting to understand more about the business I provided a deep dive below Googles Path to $10 Trillion: Growth Risks and Rewards https://open.substack.com/pub/compoundingcap1/p/googles-path-to-10-trillion-growthutm_campaign=post-expanded-share&utm_medium=post%20viewer https://open.substack.com/pub/compoundingcap1/p/googles-path-to-10-trillion-growthutm_campaign=post-expanded-share&utm_medium=post%20viewer"  
[X Link](https://x.com/anyuser/status/2019160531266109749)  2026-02-04T21:25Z [---] followers, [---] engagements


"$GOOGL Cloud growth is insane at 48% y/y [----] CAPEX guidance at $180 billion well above consensus is something that will need to be monitored throughout the year. Although there are risks with such a large capital outflow it seems it's leading to reacceleration of revenue $GOOGL Alphabet Q425 Earnings Highlights 🔹 Revenue: $113.83B (Est. $111.4B) 🟢; +18% YoY 🔹 EPS: $2.82; +31% YoY 🔹 OI: $35.93B (Est. $36.95B) 🔴; +16% YoY 🔸 FY26 Capex: $175B$185B (Est. $119.5B) 🟢 Segment Performance: 🔹 Google Cloud: $17.66B (Est. $16.2B) 🟢; +48% YoY https://t.co/UfAd6dPa9O $GOOGL Alphabet Q425"  
[X Link](https://x.com/anyuser/status/2019160083587035166)  2026-02-04T21:24Z [---] followers, [---] engagements


"$GOOGL Alphabet Q425 Earnings Highlights 🔹 Revenue: $113.83B (Est. $111.4B) 🟢; +18% YoY 🔹 EPS: $2.82; +31% YoY 🔹 OI: $35.93B (Est. $36.95B) 🔴; +16% YoY 🔸 FY26 Capex: $175B$185B (Est. $119.5B) 🟢 Segment Performance: 🔹 Google Cloud: $17.66B (Est. $16.2B) 🟢; +48% YoY 🔹 Services: $95.86B (Est. $94.9B) 🟢; +14% YoY 🔹 Advertising: $82.28B (Est. $80.89B) 🟢; +14% YoY 🔹 Search & Other: $63.07B (Est. $61.37B) 🟢; +17% YoY 🔹 YouTube Ads: $11.38B (Est. $11.78B) 🔴; +9% YoY Other Metrics: 🔹 Revenue ex-TAC: $97.23B (Est. $95.17B) 🟢; +19% YoY 🔹 Total TAC: $16.60B; +12% YoY 🔹 Employees:"  
[X Link](https://x.com/anyuser/status/2019158529970696701)  2026-02-04T21:18Z 126.2K followers, 59.1K engagements


"Pretty insane that $UBER has been accelerating growth in all metrics since Q1 [----] yet the stock is down and now trades at 29x EBIT with operating income expected to grow another 40% this year"  
[X Link](https://x.com/anyuser/status/2019081720792748367)  2026-02-04T16:12Z [---] followers, [--] engagements


"$UBER Q425 earnings are out a standout quarter to end a record year with our largest and most-engaged consumer base ever: MAPCs accelerated up 18% to 202M Trips accelerated up 22% to 3.8B Gross Bookings accelerated up 22% to $54.1B Adjusted EBITDA accelerated up 35% to $2.5B TTM FCF of $9.8 billion https://twitter.com/i/web/status/2019026889352847399 https://twitter.com/i/web/status/2019026889352847399"  
[X Link](https://x.com/anyuser/status/2019026889352847399)  2026-02-04T12:34Z [----] followers, 79.3K engagements


"Adding to $ADBE here at $280. Stock trades at 14x EBIT 17x PE with an 8% FCF yield. EPS estimated to grow 11% in [----]. I believe the stock is significantly oversold due to AI fears of competitors disrupting their Creative Cloud business. I dont believe large Fortune [---] companies are going to switch their entire marketing stack as it is time consuming and costly. Fair Value Estimate is $400 per share based on 20x [----] EPS of $21. Implying 42% upside from the current price"  
[X Link](https://x.com/anyuser/status/2018717132117201054)  2026-02-03T16:04Z [---] followers, [---] engagements


"I view Waymos $126 billion valuation as bullish for $UBER. Uber currently sits at around a $170 billion market cap with significantly larger scale. Uber operates in [-----] cities versus Waymos [--] while partnering with Waymo in [--] of those cities. Either the market is overvaluing Waymo or significantly undervaluing Uber. Beyond current scale I think Waymo has an inferior business model compared to Uber. With Ubers large existing user base it can partner with AV manufacturers to deliver timely rides to consumers through a capital light approach. Waymo by contrast must spend heavily on capex for"  
[X Link](https://x.com/anyuser/status/2018488624392597718)  2026-02-03T00:56Z [---] followers, [--] engagements


"The age of autonomous mobility at scale is here. Waymo has raised $16B to bring the worlds most trusted driver to more cities. ✅ $126B valuation ✅ 20M+ lifetime rides ✅ 90% reduction in serious injury crashes Read more from our co-CEOs: https://waymo.com/blog/2026/02/waymo-raises-usd16-billion-investment-round https://waymo.com/blog/2026/02/waymo-raises-usd16-billion-investment-round"  
[X Link](https://x.com/anyuser/status/2018444571760636223)  2026-02-02T22:01Z 134.6K followers, 170.7K engagements


"$META just posted another monster year. 22% revenue growth off a $165B base engagement up across Reels/Video/Threads and AI/video tools + WhatsApp paid messaging scaling into multibillion dollar businesses. There are risks with the massive AI capex and opex that will pressure margins before they drive the next leg of growth. I discuss their [----] results in my latest piece below. https://substack.com/@compoundingcap1/note/p-186453658utm_source=notes-share-action&r=cfiyc https://substack.com/@compoundingcap1/note/p-186453658utm_source=notes-share-action&r=cfiyc"  
[X Link](https://x.com/anyuser/status/2018372808573669680)  2026-02-02T17:15Z [---] followers, [--] engagements


"$NFLX shares look more attractive at today's price following [----] earnings. Sharing my thoughts below. Netflix Q4 2025: Strong Results Share Upside to $100 https://open.substack.com/pub/compoundingcap1/p/netflix-q4-2025-strong-results-sharer=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/compoundingcap1/p/netflix-q4-2025-strong-results-sharer=cfiyc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2014374269061313018)  2026-01-22T16:27Z [---] followers, [--] engagements


"Most American investors are crowded into the same U.S. mega-cap AI trade. At 28x earnings the S&P [---] now prices in perfection along with a strong dollar. In my new Substack I walk through why investors should consider allocating a portion of their portfolio into gold and emerging markets as portfolio insurance heading into [----]. $DXY $GLD $VEA $EMXC $IEMG $VOO $QQQ https://substack.com/@compoundingcap1/note/p-184817888utm_source=notes-share-action&r=cfiyc https://substack.com/@compoundingcap1/note/p-184817888utm_source=notes-share-action&r=cfiyc"  
[X Link](https://x.com/anyuser/status/2013614776140603428)  2026-01-20T14:09Z [---] followers, [--] engagements


"This would be huge for $TSM and the United States [--]. Derisks TSM as an investment as the biggest risk is China invading Taiwan [--]. Derisks the AI infrastructure supply chain from a United States perspective as there will be less reliance on manufacturing overseas BREAKING: The US is nearing a trade deal with Taiwan which would cut tariffs and secure major new investments from Taiwan Semiconductor Manufacturing Co $TSM in the US. Under the agreement TSM would agree to build at least [--] more Arizona semiconductor facilities. This would BREAKING: The US is nearing a trade deal with Taiwan which"  
[X Link](https://x.com/anyuser/status/2010773100082713078)  2026-01-12T17:57Z [---] followers, [---] engagements


"BREAKING: The US is nearing a trade deal with Taiwan which would cut tariffs and secure major new investments from Taiwan Semiconductor Manufacturing Co $TSM in the US. Under the agreement TSM would agree to build at least [--] more Arizona semiconductor facilities. This would reduce US tariffs on Taiwan to 15% per NYT. https://twitter.com/i/web/status/2010762743217811531 https://twitter.com/i/web/status/2010762743217811531"  
[X Link](https://x.com/anyuser/status/2010762743217811531)  2026-01-12T17:16Z 1.4M followers, 586.4K engagements


"$MU Highlights from their last quarter: - HBM sold out for [----] including HBM4. - HBM TAM seen 40% CAGR to $100B by [----] (2 yrs earlier). - AI makes memory strategic not a commodity. - Supply tight through [----]. Increasing pricing power and gross margins - Record revenue margins FCF expected FY26 TrendForce says $NVDA tightened Rubin HBM4 specs in 3Q25 lifting per pin speed to 11+ Gbps forcing SK hynix Samsung and Micron $MU to redesign & resubmit samples. Strong BW demand has Nvidia leaning into GB300 & HBM3e pushing HBM4 mass production to late 1Q26 or early 2Q26. https://t.co/wpP7KxoJ7n"  
[X Link](https://x.com/anyuser/status/2009347300146205156)  2026-01-08T19:31Z [---] followers, [---] engagements


"TrendForce says $NVDA tightened Rubin HBM4 specs in 3Q25 lifting per pin speed to 11+ Gbps forcing SK hynix Samsung and Micron $MU to redesign & resubmit samples. Strong BW demand has Nvidia leaning into GB300 & HBM3e pushing HBM4 mass production to late 1Q26 or early 2Q26"  
[X Link](https://x.com/anyuser/status/2009200305754579292)  2026-01-08T09:47Z 126.2K followers, 23.2K engagements

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