# ![@AkbarInvests Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1630441003214675971.png) @AkbarInvests Akbar Invests

Akbar Invests posts on X about $pins, ai, pinterest, $nbis the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1630441003214675971/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630441003214675971/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1630441003214675971/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630441003214675971/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1630441003214675971/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630441003214675971/c:line/m:followers.svg)


### CreatorRank: [---------] [#](/creator/twitter::1630441003214675971/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1630441003214675971/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  48.57% [technology brands](/list/technology-brands)  37.14% [finance](/list/finance)  34.29% [social networks](/list/social-networks)  16.19% [exchanges](/list/exchanges)  6.67% [countries](/list/countries)  2.86% [financial services](/list/financial-services)  2.86% [cryptocurrencies](/list/cryptocurrencies)  1.9%

**Social topic influence**
[$pins](/topic/$pins) #13, [ai](/topic/ai) 14.29%, [pinterest](/topic/pinterest) 11.43%, [$nbis](/topic/$nbis) #479, [$crsr](/topic/$crsr) #35, [q4](/topic/q4) #426, [this is](/topic/this-is) 6.67%, [in the](/topic/in-the) 5.71%, [if you](/topic/if-you) 5.71%, [strong](/topic/strong) 5.71%

**Top accounts mentioned or mentioned by**
[@pepemoonboy](/creator/undefined) [@scrolltroll2023](/creator/undefined) [@realroseceline](/creator/undefined) [@undrvalue](/creator/undefined) [@mattshumer](/creator/undefined) [@drtomslens](/creator/undefined) [@steadfast2561](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@calebterzian](/creator/undefined) [@bdinvestingg](/creator/undefined) [@mitchmartan98](/creator/undefined) [@pragmatiskeptic](/creator/undefined) [@sambadawi](/creator/undefined) [@aleabitoreddit](/creator/undefined) [@hypertechinvest](/creator/undefined) [@babyfolio](/creator/undefined) [@mrderivatives](/creator/undefined) [@wearycenturion](/creator/undefined) [@samsolid57](/creator/undefined) [@marionawfal](/creator/undefined)

**Top assets mentioned**
[Pinterest, Inc. (PINS)](/topic/$pins) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Corsair Gaming, Inc. (CRSR)](/topic/$crsr) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Mario Coin (COIN)](/topic/$coin) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Docusign Inc (DOCU)](/topic/$docu) [Toast, Inc. (TOST)](/topic/$tost) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Logitech International SA (LOGI)](/topic/$logi) [Microsoft Corp. (MSFT)](/topic/microsoft) [Doximity, Inc. (DOCS)](/topic/$docs) [Asana, Inc. (ASAN)](/topic/$asan) [BlackRock Inc (BLK)](/topic/blackrock) [Metadium (META)](/topic/$meta) [2131KOBUSHIDE (21)](/topic/$21) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Linking my reply in another thread that better articulates thoughts https://x.com/akbarinvests/status/2022093688168435886s=46 @sam_badawi Man. So much thoughts. My invalidation criteria was not triggered I needed to see MAU & ARPU growth and I did. But things took a really bad turn when management started talking. After cutting through corporate-speak I realized they knew this was coming and they were slow https://x.com/akbarinvests/status/2022093688168435886s=46 @sam_badawi Man. So much thoughts. My invalidation criteria was not triggered I needed to see MAU & ARPU growth and I did. But"  
[X Link](https://x.com/AkbarInvests/status/2022154017326104742)  2026-02-13T03:41Z [---] followers, [---] engagements


"We sometimes assume $NBIS Nebius is selling GPU capacity. I actually think they're selling GPU scarcity. The distinction: If you're selling capacity you're a commodity. You compete on price. When newer chips flood the market your old chips are worth less. If you're selling scarcity you're selling access. The customer is paying because they can't get chips anywhere else and they need them now to train their model before their competitor does. Evidence from this earnings release: "Demand again exceeded capacity in our core AI cloud business. We operated at peak utilization during the quarter"  
[X Link](https://x.com/AkbarInvests/status/2022338806905532902)  2026-02-13T15:55Z [---] followers, [---] engagements


"Ive been pondering how I could have avoided my $PINS mistake and I realized something that will help me make smarter decisions I put hours into watching Pinterest interviews going through the call transcripts and combing through their financial statements but I was still caught off guard by how their FY25 call went. I ended up losing -50% on the position. Management was complaining about competitors on the call showed they had [--] foresight instead of owning up to it hid behind words like were in a dynamic environment and were totally reactive to changes that could have been predicted by a high"  
[X Link](https://x.com/AkbarInvests/status/2023416118786789695)  2026-02-16T15:16Z [---] followers, [---] engagements


"$PINS just reported Full Year and Q4 results. My invalidation criteria has not been triggered: ✅User growth ✅ARPU growth The Q1 guide is the only real concern. Will wait for their call. Q4 2025: Revenue: $1.32B (+14% YoY) Full year revenue: $4.2B (+16% YoY) record but came in lower end of guidance Global MAUs: 619M (+12%) all-time high US MAUs: 105M (+4%) US ARPU: $9.41 (+4%) Europe ARPU: $1.59 (+15%) RoW ARPU: $0.27 (+42%) Adjusted EBITDA: $542M (41% margin) Free cash flow: $1.25B for FY25 (+33% YoY) Share buybacks: $927M in [----] Q1 [----] guidance: $951-971M revenue (+11-14% YoY)"  
[X Link](https://x.com/AkbarInvests/status/2022056426391167119)  2026-02-12T21:13Z [---] followers, [----] engagements


"I learned a painful lesson yesterday on $PINS yesterday and I lost a lot of money. It's a bit of long one but I need to get it off my chest. As soon as earnings report hit I reviewed the financials and to me it seemed OK. The stock price immediately tanked -15% after earnings. But I was not phased at all. This is because my invalidation criteria did not trigger. I needed to see user growth and ARPU growth and I saw US MAU +4% and US ARPU +4% so they both technically "passed". But the quality of the story matters not just the metrics. Everything turned horrendous once the earnings call"  
[X Link](https://x.com/AkbarInvests/status/2022318553324552211)  2026-02-13T14:34Z [---] followers, [----] engagements


"What's interesting is that some analysts still maintain a price target higher than current $17 like BofA with $21 and Deutsche Bank with $31. But the catch is you can't really trust PT from analysts But I just can't get over the fact that HIMS leadership didn't do a full scenario analysis with their legal teams on these repercussions. It's likely they did and it's likely this is playing out as expected which should mean they have a game plan https://twitter.com/i/web/status/2023805096811786482 https://twitter.com/i/web/status/2023805096811786482"  
[X Link](https://x.com/AkbarInvests/status/2023805096811786482)  2026-02-17T17:01Z [---] followers, [---] engagements


"Betting Against America Good Luck With That (2 min read) People love saying "Buy $SPY and forget" but let's discuss the deeper truth: why we should have real conviction in America's future. The bear case is you doubt the US can keep pulling in http://x.com/i/article/2010752179930640384 http://x.com/i/article/2010752179930640384"  
[X Link](https://x.com/anyuser/status/2011135342322335787)  2026-01-13T17:56Z [---] followers, [---] engagements


"Bought [----] shares of $CRSR yesterday. -CEO and Director bought [------] shares in Nov25 -Corsair is expanding into edge computing to target developers and researchers. They launched the Origin PC S-Class Edge AI Developer Kit at CES [----] a ready-to-use platform with NVIDIA Jetson Orin NX 16GB Super for up to [---] TOPS in robotics computer vision and real-time AI tasks. -This helps Corsair sell more high-end gear boost sales and cut risk from just gaming ups and downs. -Corsair won CES [----] Innovation Award for the Galleon [---] SD keyboard. It mixes gaming keys with Stream Deck for streamers and"  
[X Link](https://x.com/anyuser/status/2011811879404896460)  2026-01-15T14:45Z [---] followers, [----] engagements


"Big day for me tomorrow. Earnings report for: $NBIS at 40% of portfolio $PINS at 15% $COIN at 5% $CRSR at 1% Im not looking for an increase in stock price. Im looking to ensure my theses I laid out were accurate. Or I get wrecked. Lets see how this post ages🤝"  
[X Link](https://x.com/anyuser/status/2021590787830526392)  2026-02-11T14:22Z [---] followers, [---] engagements


"No. But I can't just end the article right there and then now can I An inside look at some of the decision making companies go through. A CEO announces +$100 billion in capital expenditure. The http://x.com/i/article/2021937967720214528 http://x.com/i/article/2021937967720214528"  
[X Link](https://x.com/AkbarInvests/status/2021958032440086853)  2026-02-12T14:42Z [---] followers, [---] engagements


"Combing through $NBIS earnings release and I'm wondering: what's not to love Microsoft tranche delivered on time. First tranche November [----] remaining on schedule. Meta fully delivered. Both tranches complete now in servicing stage. Positive operating cash flow. $834M in Q4. They're no longer bleeding cash EBITDA positive at group level. First time ever. 24% margin in core AI business and improving each quarter (10% 19% 24%). Customer diversification. No longer just hyperscalers. Healthcare (Genesis Molecular) Robotics (World Labs) Media (Higgsfield Photoroom). Owned data centers. "Vast"  
[X Link](https://x.com/AkbarInvests/status/2022045867960590654)  2026-02-12T20:31Z [---] followers, [---] engagements


"https://x.com/realroseceline/status/2021989340050846194s=20 $NBIS If 80% of capex is going to GPUs that means the vast majority of the investment is in hardware that depreciates quickly and becomes obsolete fast. And is also exposed to pricing pressure albeit perhaps to a lesser degree. The good part is GPUs can scale with demand so https://x.com/realroseceline/status/2021989340050846194s=20 $NBIS If 80% of capex is going to GPUs that means the vast majority of the investment is in hardware that depreciates quickly and becomes obsolete fast. And is also exposed to pricing pressure albeit"  
[X Link](https://x.com/AkbarInvests/status/2022046011485827513)  2026-02-12T20:31Z [---] followers, [---] engagements


"Just in $PINS Earnings: Unhappy with Q4 growth (despite revising guidance down by 1% in Q3) Softness from large retailers in Q4. Near term headwinds Now competing with full funnel budgets and made progress on growing with mid-market and SMB but not enough to offset headwind. Translation: they're diversifying away from their top retailers Q4 made it clear that they need sophisticated go-to-market strategy & sales. $PINS just reported Full Year and Q4 results. My invalidation criteria has not been triggered: ✅User growth ✅ARPU growth The Q1 guide is the only real concern. Will wait for their"  
[X Link](https://x.com/AkbarInvests/status/2022064743792751106)  2026-02-12T21:46Z [---] followers, [---] engagements


"$PINS Lowlights (Taken from call + release) Q1 guidance implies deceleration. Q4 was +14% YoY. Q1 guide is +11-14% (951-971M) Market reacted decisively to guidance not results. tvScientific mentioned in the earnings call but doesn't seem like revenue is complemented by this acquisition. In other words its too early to tell and regulatory approval needed to be closed. US revenue growth (+9%) slower than international. US & Canada is the profit engine but growing slowest. Global ARPU only +2% YoY. Dragged down by RoW user growth diluting the average. Not a problem if US holds but optically"  
[X Link](https://x.com/AkbarInvests/status/2022068397077667886)  2026-02-12T22:00Z [---] followers, [---] engagements


"$PINS Journaling my thoughts on the Pinterest earnings call. I don't like this at all Large retailers are pulling back either due to tariffs or due to other factors doesn't matter they're pulling back the strategy for Pinterest is hire a bigger sales team tighten up GTM strategy to gain back these advertisers but also double down on mid tier and small-medium business retailers to make up. They're focusing more on international advertisers too (much lower margin) their monthly queries are 80B a month which is higher than ChatGPT's 75B. But I think from a large retailer perspective I would"  
[X Link](https://x.com/anyuser/status/2022075115157237799)  2026-02-12T22:27Z [---] followers, [---] engagements


"At least one of my positions had good earnings $CRSR: 12% Full Year [----] Revenue Growth to $1.5B 30% Full Year [----] GAAP Gross Profit Increase to $425.9 Million Record Full Year [----] GAAP Gross Margin of 28.9% 84% Full Year increase in Adjusted EBITDA to $100.6 Million Above Guidance $50 Million Share Repurchase Approved and reduced debt by $52M Bought [----] shares of $CRSR yesterday. -CEO and Director bought [------] shares in Nov25 -Corsair is expanding into edge computing to target developers and researchers. They launched the Origin PC S-Class Edge AI Developer Kit at CES [----] a ready-to-use"  
[X Link](https://x.com/AkbarInvests/status/2022076663563985089)  2026-02-12T22:33Z [---] followers, [---] engagements


"Man. So much thoughts. My invalidation criteria was not triggered I needed to see MAU & ARPU growth and I did. But things took a really bad turn when management started talking. After cutting through corporate-speak I realized they knew this was coming and they were slow to react to all of the headwinds. Large retailers have started pulling back either due to tariffs or due to saving ad-budget to spend on ChatGPT maybe doesn't matter they're pulling back The answer to losing your big-earners was to tighten up GTM strategy and hire a bigger and more effective sales team. This rudimentary"  
[X Link](https://x.com/AkbarInvests/status/2022093688168435886)  2026-02-12T23:41Z [---] followers, [---] engagements


"On a sad day like this at least two of my positions fared well: [--]. $CRSR had [--] $5 strikes sold all for +200%. Maintaining my [--] contracts for $10 strike expiring May [--]. $RIVN also good tailwinds and progress being made there +22% but this is a long term hold"  
[X Link](https://x.com/AkbarInvests/status/2022320780843901131)  2026-02-13T14:43Z [---] followers, [---] engagements


"This post aged in mixed fashion. Bad but not terrible. ❌ $PINS - incompetent leadership that I understood only after hearing them speak. Made a clear post articulating thoughts. Sold all. -50% loss. ✅ $NBIS - operationally fantastic earnings: connected power on track for 800W-1GW and demand continues to outpace supply. I'm not even celebrating the recent price increase. This is a true high-beta stock and changes any moment but you may take comfort in the fact that even Blackrock has a $97 cost average and millions of shares. ✅ $CRSR - My $5 strike calls were deep ITM. Sold all. Holding May"  
[X Link](https://x.com/AkbarInvests/status/2022358655811703136)  2026-02-13T17:14Z [---] followers, [---] engagements


"America as a vessel has been built and chiseled to become a growth engine. A capitalist flywheel that makes the world go round Regardless who is President who controls Congress or Senate or the dominant doomsday headline Long America. https://t.co/kmlGHYam6S https://t.co/kmlGHYam6S"  
[X Link](https://x.com/anyuser/status/2023086318427803757)  2026-02-15T17:25Z [---] followers, [---] engagements


"Hits the point of what many others pointed out previously but also something that is often missed: regulatory approvals/compliance mandates that LLM cannot bypass. I'll be posting a series on $DOCS starting tomorrow a stock that's down -68% where I unpack their financials and the strongest bear and bull cases. https://t.co/v7sot4WCI2 https://t.co/v7sot4WCI2"  
[X Link](https://x.com/AkbarInvests/status/2023552915848261877)  2026-02-17T00:19Z [---] followers, [---] engagements


"I'm attempting to find that one SaaS gem that we will all in hindsight say: "That was so obvious why didn't I buy" So I'll be journaling my thoughts and sharing with you here before taking a position. I've detailed previously how various factors like whole product value (offering complementary services under one umbrella) first-party data network effects and high switching-costs already provide some moat for incumbent SaaS. But what if we add one more factor SaaS who MUST adhere to regulatory mandates comply with federal law and state regulations and still manage to deliver value to customers"  
[X Link](https://x.com/anyuser/status/2023734116852621783)  2026-02-17T12:19Z [---] followers, [---] engagements


"$WMT and $AAPL have effectively become safe-havens for investors worried about a major recession and an AI bubble burst Walmart makes money either way the economy goes Apple capex is a rounding error compared to Mag7"  
[X Link](https://x.com/AkbarInvests/status/2023787905744076938)  2026-02-17T15:53Z [---] followers, [---] engagements


"Previous post for reference https://x.com/akbarinvests/status/2023734116852621783s=46 I'm attempting to find that one SaaS gem that we will all in hindsight say: "That was so obvious why didn't I buy" So I'll be journaling my thoughts and sharing with you here before taking a position. I've detailed previously how various factors like whole product value https://t.co/FRENTXTudP https://x.com/akbarinvests/status/2023734116852621783s=46 I'm attempting to find that one SaaS gem that we will all in hindsight say: "That was so obvious why didn't I buy" So I'll be journaling my thoughts and sharing"  
[X Link](https://x.com/AkbarInvests/status/2024100269118619968)  2026-02-18T12:34Z [---] followers, [--] engagements


"Thinking of taking a look at some other "boring" companies and maybe do a deep-dive series. Does anyone have thoughts on the Gaming sector $CRSR $LOGI $HEAR Some interesting numbers especially for Corsair ($1B revenue 27% profit margins and only 600M market cap)"  
[X Link](https://x.com/AkbarInvests/status/2011489718370803915)  2026-01-14T17:24Z [---] followers, [----] engagements


"@aleabitoreddit Fundamentals are solid for $ETOR but they need a differentiating factor. Market is pricing in Robinhood and Coinbase continuing to erode market share and user base. The Copytrading tool is easily replicable unless already heavily patented (but I doubt it)"  
[X Link](https://x.com/AkbarInvests/status/2011852499448115617)  2026-01-15T17:26Z [---] followers, [----] engagements


"Dips I bought today: [--]. $PINS shares and $30 strike [----] leaps [--]. $CRSR $5 calls [--]. Sold multiple $NBIS covered calls and bought back at low 94s What did you pick up BREAKING: President Trump says he will no longer be imposing 10% tariffs on EU countries on February 1st. Trump says he has formed the framework for a future deal with respect to Greenland with the Secretary General of NATO. https://t.co/a6yzt0IjSf BREAKING: President Trump says he will no longer be imposing 10% tariffs on EU countries on February 1st. Trump says he has formed the framework for a future deal with respect to"  
[X Link](https://x.com/AkbarInvests/status/2014065373662921089)  2026-01-21T19:59Z [---] followers, [---] engagements


"returns dont follow a normal distribution overall. Rather they follow a power law: a small handful of companies radically outperform all others. If you focus on diversification instead of single-minded pursuit of the very few companies that can become overwhelmingly valuable youll miss those rare companies in the first place. -Peter Thiel in book Zero to One What is your few companies that will radically outperform https://twitter.com/i/web/status/2017680162066944413 https://twitter.com/i/web/status/2017680162066944413"  
[X Link](https://x.com/AkbarInvests/status/2017680162066944413)  2026-01-31T19:23Z [---] followers, [---] engagements


"Software-as-a-service companies which can be tracked via the ETF $IGV has taken a total beating -12% in the past year as of Jan [--] [----] vs $SPY +15% return. A remarkable 27% under-performance. So http://x.com/i/article/2017355260054945792 http://x.com/i/article/2017355260054945792"  
[X Link](https://x.com/AkbarInvests/status/2018351875767038188)  2026-02-02T15:52Z [---] followers, 39.7K engagements


"I don't see anyone giving their thoughts on today's SaaSacre so I'll give it a shot. Super interesting to see these numbers today. $DOCU - 11% $TOST - 8% $SHOP - 8% $ADBE - 7% I understand "AI can replicate" but damn the market is pricing in years ahead of what's actually happening today. Allow me to elaborate AI replicates the function let's say like Docusign's e-signatures. These startups then need a go-to-market strategy and capture the same customers Docusign has integrated with for years (enterprises). They will need to convince these companies to switch which is a business-challenge not"  
[X Link](https://x.com/AkbarInvests/status/2018729809724240321)  2026-02-03T16:54Z [---] followers, [----] engagements


"$DOCU down 12% today isn't because NRR dropped. It didn't. $PINS down 6% isn't because MAU declined. It didn't. They're down because the market is running a simple heuristic: "AI disrupts software and advertising sell everything in the blast radius sort it out later." Some mentioned its because of massive sector rotation and private equity cutting off funding and that seems to be the most plausible. Money is leaving software as a category regardless of individual fundamentals. I don't need more conviction on Pinterest and Docusign. I need to stop checking the price until the next quarterly"  
[X Link](https://x.com/AkbarInvests/status/2018831771563859975)  2026-02-03T23:39Z [---] followers, [---] engagements


"If youre feeling bad about buying the wrong SaaS then take comfort in the fact that $ASAN is down -75% from $141 to $9 all the while its founder Dustin Moskovitz own around 60M shares Misery loves company"  
[X Link](https://x.com/AkbarInvests/status/2019078861493830059)  2026-02-04T16:01Z [---] followers, [---] engagements


"I've 15% of port in $PINS (down -50% since past year) and have done extensive research and journaled it on X. Even BlackRock increased position to 59M shares. Pinterest has been beaten down despite increased +16% YoY Revenue +800% net income net-cash no debt and all-time higher user base. https://twitter.com/i/web/status/2020854550295400880 https://twitter.com/i/web/status/2020854550295400880"  
[X Link](https://x.com/AkbarInvests/status/2020854550295400880)  2026-02-09T13:37Z [---] followers, [---] engagements


"I meant from the perspective of Nvidia investment. If Nvidia pulls out out of CoreWeave thats going to spiral the price downwards rapidly. Considering capacity expansion and connected power is not yet where it needs to be to reliably generate revenue then further dilution or debt is the answer which will be the final nail in the coffin for them. So agreed to your point that Nvidia is the only one keeping them afloat https://twitter.com/i/web/status/2020868114250924245 https://twitter.com/i/web/status/2020868114250924245"  
[X Link](https://x.com/AkbarInvests/status/2020868114250924245)  2026-02-09T14:31Z [---] followers, [--] engagements


"@HyperTechInvest Waiting on $CRSR earnings this week as I think this will be a tailwind for their revenue and margins similar to how it was a tailwind in Q3"  
[X Link](https://x.com/AkbarInvests/status/2020903601191751707)  2026-02-09T16:52Z [---] followers, [---] engagements


"http://x.com/i/article/2020970321394679808 http://x.com/i/article/2020970321394679808"  
[X Link](https://x.com/AkbarInvests/status/2021008617994879095)  2026-02-09T23:49Z [---] followers, [---] engagements


"A deeper read for those who to learn more on Adtech the technology behind ads the players in the space and how investors can profit from it $RDDT $META $APP $PINS https://t.co/emnH7WOmyA https://t.co/emnH7WOmyA"  
[X Link](https://x.com/AkbarInvests/status/2021213298335658433)  2026-02-10T13:22Z [---] followers, [---] engagements


"$NBIS investors be cautious of all the froth and nonsense you see on X regarding this company. You must have invalidation criteria of when you know without a doubt to exit or re-evaluate the company and I say this as someone who has 40% of portfolio in Nebius and invested since [----]. X posts on Nebius have shifted from being well-rounded theses that address both bull and bear (power constraints regulatory approvals CapEx fears) cases to just straight up slop of "Nebius will 10x by 202X🚨" There are many X creators who have posted ridiculous and unsubstantiated price targets for end of year"  
[X Link](https://x.com/AkbarInvests/status/2021253164096172056)  2026-02-10T16:01Z [---] followers, [---] engagements


"@babyfolio Unrelated but yet again another real world example why SaaS sell off is nuanced. By the typical bears logic you see on X Nebius should have just said Claude built me agentic search and integrate it into the backend make no mistakes But lo and behold they didnt do that"  
[X Link](https://x.com/AkbarInvests/status/2021269799481860484)  2026-02-10T17:07Z [---] followers, [---] engagements


"Seems like a double edge sword. On one side you created a pristine product that is loved by millions for its ease of use which creates your user-base. On the other the ease of use now leads your users to making 10x the trading decisions than your typical investor on Fidelity leading to wipe-outs. In other words their product offering is so intuitive it may have turned it into a slot machine. Anecdotally I moved all of my assets out of Robinhood back in 2023ish into Fidelity because Fidelity app was so uninviting and it calmed my temptations https://twitter.com/i/web/status/2021347617737679328"  
[X Link](https://x.com/AkbarInvests/status/2021347617737679328)  2026-02-10T22:16Z [---] followers, [---] engagements


"Peter Thiel in his book Zero to One mentions [--] principles to master to ensure a successful business. The most prominent that I see Anthropic achieved of those is: [--]. Proprietary technology must be 10x than the current incumbent. Opus reasoning and coding ability is top tier. Nothing compares. Not 10x but will get there And [--]. Network effects he emphasizes to be in a niche segment solving a niche problem. Anthropic gave up the race on multimodal and focused exclusively on perfecting coding. Serving the niche segment of providing value to engineers and dominated that market Will be interesting"  
[X Link](https://x.com/AkbarInvests/status/2021400075398938934)  2026-02-11T01:45Z [---] followers, [----] engagements


"Opus does not make mistakes in coding and it understands structure and context immediately. But I dont believe itll be as binary as the author describes. I believe the roles of engineering will become a mix of UX designer and product manager. The core value needed to be created for the end users is still a problem statement that needs to be solved and engineers are equipped with contextual knowledge of what worked what broke and what wont work alongside knowing all the relevant teams and integration points https://twitter.com/i/web/status/2021550009997533247"  
[X Link](https://x.com/AkbarInvests/status/2021550009997533247)  2026-02-11T11:40Z [---] followers, [---] engagements


"For what its worth I have not yet seen compelling evidence or bear thesis on Pinterest. Even across Wedbush and Morgan Stanley. If Pinterest continues to grow US/CAN user base which makes up 80% of their user base and thus grow ARPU then were going to be golden. Reddit grew their ARPU by 40% from $7 to $10 and Meta had blowout Q4 earnings stemming from ads. These are both tailwinds for us So the overall pie is there and growing Pinterest just needs to ensure it capitalizes on its share https://twitter.com/i/web/status/2021607369000489266 https://twitter.com/i/web/status/2021607369000489266"  
[X Link](https://x.com/AkbarInvests/status/2021607369000489266)  2026-02-11T15:28Z [---] followers, [--] engagements


"@mattshumer_ I strongly disagree with your post. I am curious what you think of these counter points since many people seem frightened by your take. [--] The COVID analogy isn't relevant in this context. COVID had verifiable body counts from day one with first confirmed death in Wuhan in January [----]. By end of March CDC logged [----] U.S. deaths (from 122K cases). Source: CDC MMWR report AI lacks these clear measures. Productivity gain reports stay unquantified and anecdotal like the evidence in your article. [--] AI code generates way more bugs than humans. According to CodeRabbit's [----] study AI"  
[X Link](https://x.com/AkbarInvests/status/2021611937268699218)  2026-02-11T15:47Z [---] followers, [---] engagements


"@DrTomsLens Couldnt agree more. The moat will soon be realized as it relates to first party data. Everyone including institutions is just shaken up If you own stocks you better be ready to see them drop 50% or more - Buffett"  
[X Link](https://x.com/AkbarInvests/status/2021615410592760233)  2026-02-11T16:00Z [---] followers, [---] engagements


"I disagree. If youre referring to todays viral article the empirical evidence in todays world counters his facts and I made a post countering his stance. We are just shaken up by a major technological breakthrough but we continue to forget that models are probabilistic in nature and operate based on what it was fed https://twitter.com/i/web/status/2021617811764691034 https://twitter.com/i/web/status/2021617811764691034"  
[X Link](https://x.com/AkbarInvests/status/2021617811764691034)  2026-02-11T16:10Z [---] followers, [--] engagements


"@Mr_Derivatives Is it still because of the lawsuit Just what % of revenue was the Wegovy drug (Not a shareholder but curious)"  
[X Link](https://x.com/AkbarInvests/status/2021628680607608905)  2026-02-11T16:53Z [---] followers, [---] engagements


""Keeping risk and margin low is essential to survive this." This. The new standard for forward P/E assumptions may end up being reduced by 50% or 80% for the foreseeable future. This means what you thought was a "good" price a year ago may be expensive today even if it ends up exceeding that down the line. https://twitter.com/i/web/status/2021689737027723641 https://twitter.com/i/web/status/2021689737027723641"  
[X Link](https://x.com/AkbarInvests/status/2021689737027723641)  2026-02-11T20:56Z [---] followers, [---] engagements


"I just cant shake the feeling theyre giving up their first party data for a fraction of their revenue. Reddit continues to dish out high quality answers and content in their subreddits Google and ChatGPT continue to reduce website traffic by citing answers. Why is it even worth for them to do this. I would be a buyer if they stopped no question asked https://twitter.com/i/web/status/2021738755732701408 https://twitter.com/i/web/status/2021738755732701408"  
[X Link](https://x.com/AkbarInvests/status/2021738755732701408)  2026-02-12T00:10Z [---] followers, [---] engagements


"Im very happy my invalidation criteria was not triggered for $NBIS as no leadership changes occurred and connected power is on track for 800MW-1GW This maintains my confidence as a long term investor. Also great to see continued execution of their biggest contracts from Meta and Microsoft and that demand continues to outpace supply as stated Now my eyes will be on their liabilities and ability to pay it down or at minimum not see another massive spike as they increased from $300M to almost $8B YoY due to data center acquisition and build costs This is where the pragmatist approach focuses"  
[X Link](https://x.com/anyuser/status/2021925585577033895)  2026-02-12T12:33Z [---] followers, [---] engagements


"A strong close for the year. Onwards $NBIS Full year revenue reached $529.8 million a 479% increase from $91.5 million in [----]. Adjusted EBITDA loss narrowed to $64.9 million from $226.3 million the prior year. Net income from continuing operations turned positive at $29.0 million compared to a $352.0 million loss in [----]. Cash position grew to $3.7 billion supported by $402 million in operating cash flow from continuing operations. Property and equipment expanded to $5.6 billion after $4.1 billion in capital spending. Today we reported our Q4 and full-year [----] financial results. The"  
[X Link](https://x.com/AkbarInvests/status/2021928970418045336)  2026-02-12T12:46Z [---] followers, [---] engagements


"@steadfast2561 @SixSigmaCapital The biggest issue is that Reddit data becomes obsolete for models because theyve been trained on enough of it where newest Reddit posts will no longer be necessary. So in the end I imagine even content license will expire and not be renewed"  
[X Link](https://x.com/AkbarInvests/status/2021929362631929978)  2026-02-12T12:48Z [---] followers, [--] engagements


"I can't help but shake the feeling that we are going to see a historical reversal in companies who've been beaten down despite stellar performance. The biggest buying opportunity being created by institutions for institutions with Retail selling on the drops and buying back at highs"  
[X Link](https://x.com/anyuser/status/2021975852175503480)  2026-02-12T15:53Z [---] followers, [--] engagements


"@SixSigmaCapital Market outflows out of adtech SaaS AI infra and even Fintech has been perplexing to watch. I cant help but have the feeling we are going to see a massive injection of capital and again end up with retail selling low and buying high"  
[X Link](https://x.com/AkbarInvests/status/2021995874084430070)  2026-02-12T17:12Z [---] followers, [---] engagements


"Today for $PINS I don't expect the stock price to skyrocket to my base case of $41 that I laid out in Dec'25. I still maintain my base case target. What I expect is input-focused not price outcome: Increase in ARPU similar to how Reddit improved from $7 to $10 ARPU. The high-intent userbase of Pinterest must be monetized efficiently not spammed with ads. Increase in US/CAN userbase growth marking the 10th straight consecutive quarter of user growth. This userbase captures 80% of revenue and 20% of users. Revised guidance UPWARDS due to acquisition of tvScientific which unlocks a revenue"  
[X Link](https://x.com/AkbarInvests/status/2022024991865548897)  2026-02-12T19:08Z [---] followers, [---] engagements


"@weary_centurion I look at Coinbase as the custodian for all of crypto for both retail & government until the world figures out if they need or do not need crypto. It's a middleman play for me. I always end up buying in 170-180s and selling 200-300s"  
[X Link](https://x.com/AkbarInvests/status/2022042352819560571)  2026-02-12T20:17Z [---] followers, [--] engagements


"The earnings call is what confirmed my exit. I was so shaken up by what they were saying and not saying. I interpreted management in the following: Our competitors are too strong We're losing large retailers and to make up for it we'll focus on mid-small retailers (who have lower margins/spending power) Were standing up a sales team (you knew US/CAN was growing too slowly why didnt you do this a year ago) Our monthly queries exceeds ChatGPTs who cares if you can't monetize properly Platform is growing and MAU is growing. This is fantastic. Because Pinterest is a fantastic product. But I"  
[X Link](https://x.com/AkbarInvests/status/2022081476926276051)  2026-02-12T22:52Z [---] followers, [----] engagements


"@CalebTerzian @samsolid57 "2026-01-08 BlackRock Inc. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of [--------] shares of Pinterest Inc. (US:PINS)." Multiple sources but here's one: https://fintel.io/so/us/pins/blackrock https://fintel.io/so/us/pins/blackrock"  
[X Link](https://x.com/AkbarInvests/status/2022081964514455818)  2026-02-12T22:54Z [---] followers, [--] engagements


"Do you know anyone whos struggling in your circle or outside of it You can hit up someone that knows them and give them the money to give them a few weeks of grocery. Or give directly yourself if you dont want anonymity. Youll be able to know for sure yourself it went to good use. This is great to see Sergio 🤝 https://twitter.com/i/web/status/2022476094956310578 https://twitter.com/i/web/status/2022476094956310578"  
[X Link](https://x.com/AkbarInvests/status/2022476094956310578)  2026-02-14T01:00Z [---] followers, [---] engagements


"@bdinvestingg What is the source on this Seems hyper inflated. There are real and severe execution risks in addition to the real risk of demand slowing if AI productivity gains are not measurable across companies I say this as someone invested 40% into Nebius and been invested for years"  
[X Link](https://x.com/AkbarInvests/status/2022705373174497606)  2026-02-14T16:11Z [---] followers, [----] engagements


"@MitchMartan98 Here is the genuine market fear for Duolingo a hyperscaler simply taking their lunch but I provide a small product comparison that counters that narrative if youre interested Let's dig further to expose why "AI will destroy SaaS" statements are just clickbait (ragebait for me). Our case study will be $DUOL and $GOOGL with focus from the current product offering of both companies as it relates to systemic education. Chose Google because it is the https://t.co/OmgYsDkvvA Let's dig further to expose why "AI will destroy SaaS" statements are just clickbait (ragebait for me). Our"  
[X Link](https://x.com/AkbarInvests/status/2022709647086321721)  2026-02-14T16:28Z [---] followers, [--] engagements


"@MarioNawfal Its so surprising the barrier to entry being this low. Seems like theres so many alternatives Coinbase Robinhood X Etoro and those are only what I know about"  
[X Link](https://x.com/AkbarInvests/status/2022712491411743086)  2026-02-14T16:40Z [---] followers, [---] engagements


"@undrvalue I think weve all said the same thing in different words. Unfortunately I think reality is that if there is no upward revision of guidance or growth does not meet the high end of estimates then there is [--] appetite for SaaS. In other words it may not be a V shaped recovery"  
[X Link](https://x.com/AkbarInvests/status/2022848298596315444)  2026-02-15T01:39Z [---] followers, [--] engagements


"@MB_Hogan These kind of analyst projections make me worried. I dont trust and have never trusted price targets Im usually more confident when analysts dont agree with me"  
[X Link](https://x.com/AkbarInvests/status/2023079004203610618)  2026-02-15T16:56Z [---] followers, [---] engagements


"This is a pattern that will always be repeated and it's something that Peter Thiel co-founder of Palantir/PayPal expands on in his book. The solar energy boom of the 2000s collapsed because companies relied on social enthusiasm without building lasting advantages. Investors poured billions into cleantech startups amid public excitement over green energy. Governments offered subsidies and loans to promote environmental goals. Over [--] solar makers went bankrupt in [----] alone. The same thing happened with processed meat everyone deemed it as the future because it was considered a social good."  
[X Link](https://x.com/AkbarInvests/status/2023421895652127018)  2026-02-16T15:39Z [---] followers, [----] engagements


"Spot on. The numbers look fantastic for Pinterest both from a valuation and product offering perspective (like MAU you mentioned). They still have a fantastic product. If Bill came on to that call and said: Everyone we only started taking ad-monetizing seriously [--] years ago and only now will start realizing its benefits so don't expect the world from us yet. Our competitors are strong and taking our lunch and we failed to react fast enough. That is on us Here's a concrete plan for the next [--] months that addresses the root-cause issue (why big spenders are leaving) If he did that instead of"  
[X Link](https://x.com/AkbarInvests/status/2023440852769460615)  2026-02-16T16:54Z [---] followers, [--] engagements


"@realroseceline Long term gains tax is about 15%. Short term is 30-35%"  
[X Link](https://x.com/AkbarInvests/status/2023775435419775245)  2026-02-17T15:03Z [---] followers, [---] engagements


"@pragmatiskeptic Big time defense. Hiring a sales team way too late and pivoting to small time players and doubling down on rest of world/europe"  
[X Link](https://x.com/AkbarInvests/status/2023786831683481778)  2026-02-17T15:49Z [---] followers, [--] engagements


"I don't understand [--] states charge about 5% for capital gains tax [--] states about 9.4% and [--] states do not. Your post assumes that all long-term gains will be around 30% and what I'm saying is at the federal level its 15-20%. But if we want to add the state-level then: If you add the average of [--] states that's a maximum of 25% but that means you assume everyone is making $500K+ If you add the average of [--] (high-tax states) then that comes to 30% but then you assume people live in those [--] states In short for a typical investor 15% is the mark for long-term capitals gains not 30% and your"  
[X Link](https://x.com/AkbarInvests/status/2023794864517755374)  2026-02-17T16:21Z [---] followers, [--] engagements


"@pepemoonboy Its going to copy your fundraising posts and direct the funds for its inference costs. Mark my words"  
[X Link](https://x.com/AkbarInvests/status/2023798442011881793)  2026-02-17T16:35Z [---] followers, [--] engagements


"I understand what you're saying - and honestly you have the evidence to back up your own side. I simply think it's nuanced where both sides could be validated. Timing the market including waiting out downtrends has been proven through studies to lead to under-performance. Even missing just a handful of the best days can lead to years of gains being wiped out. You would need to have extreme discipline and technical fluency to get your entry/exit right as you suggest which isn't recommended for the lay investor. But this is also a matter of your preference taste and comfort so there really"  
[X Link](https://x.com/AkbarInvests/status/2023810604377461235)  2026-02-17T17:23Z [---] followers, [--] engagements


"I had short dated Apr'26 calls for $30 strike in $TOST who reported earnings today. Market seems unimpressed by: ARR $2.0 billion up 26% year over year. Total Locations increased 22% year over year to approximately [------] Gross Payment Volume (GPV) increased 22% year over year to $51.4 billion. GAAP net income $101 million in Q4 [----] compared to $33 million in Q4 [----]. $500M share buyback It looks like market is pricing in that Toast is decelerating given their Q1 guidance was 20-24% growth (as opposed to 25-26%+ per usual) But I believe this price action is unjustified and I expect a bounce"  
[X Link](https://x.com/AkbarInvests/status/2022084192897773619)  2026-02-12T23:03Z [---] followers, [---] engagements


"@hamids @MrBeast So counterintuitive that he needed a CEO after bringing his company up to not $1B not $3B but only after $5B. Someone must have gotten into his head that he's out of his breadth when in reality he built this"  
[X Link](https://x.com/AkbarInvests/status/2023906334236631436)  2026-02-17T23:44Z [---] followers, [---] engagements


"Continuing the series where I journal my theses with you before taking a position this is the second of three posts. We're unpacking $DOCS to understand if this is one of the regrets I will have on not buying when SaaS rebounds. I uncovered some more details: ✅User growth on the platform is at an all-time high: surpassed [--] million registered members and now have more than 85% of all U.S. physicians on the platform ✅Stock-based compensation was 18% of revenue. Reasonable when comparing to: 20% of Docusign or 15% of Intuit ✅Net revenue retention rate which measures if the same customers are"  
[X Link](https://x.com/AkbarInvests/status/2024100076700811610)  2026-02-18T12:33Z [---] followers, [--] engagements


"For anyone who has FOMO creeping in because institutions are buying remember: Most of the funds underperform the SP500 by a large margin. Take for example Bridgewater Associates and Ray Dalio who has made some headlines recently. If you just invested in SP500 you would have had a +80% return instead of his 50%. Stick to your research and your convictions. Dont be rattled Top Hedge Fund Buys (Recent 13F Filings) Fund name: Duquesne - Stan Druckenmiller buys: $XLF $RSP $EWZ $EWZ calls $GOOGL Fund name: Appaloosa -David Tepper buys: $MU $EWY $META $GOOG $OC $MU calls Fund name: Pershing Square"  
[X Link](https://x.com/AkbarInvests/status/2024112589043626336)  2026-02-18T13:23Z [---] followers, [---] engagements


"@Chad_Marrocco Thanks for the feedback. Didnt even catch Intuit but yes they got hit hard too with -11% drawdown as tax season across millions of customers is upon us"  
[X Link](https://x.com/AkbarInvests/status/2018732155417788436)  2026-02-03T17:03Z [---] followers, [--] engagements


"@HalalSN I also do believe this is overblown. The market is pricing in that AI overnight will bulldoze through all the business problems these companies have solved"  
[X Link](https://x.com/AkbarInvests/status/2018732767836606524)  2026-02-03T17:06Z [---] followers, [--] engagements


"@undrvalue Exactly. I actually thought that Meta earnings would be a tailwind for Pinterest but apparently not. Wild wild volatility Im seeing and honestly believe the best course is inaction at this point. You were one of two people who nailed the sector rotation thesis"  
[X Link](https://x.com/AkbarInvests/status/2018835450866041108)  2026-02-03T23:54Z [---] followers, [--] engagements


"lol Im glad I saw this They are entirely distinct companies operating in different industries: creative software versus language education. One is a monster cash flow wise while the other is coming down from stratospheric highs. That said both stand out as prime examples of SaaS businesses that deliver a "whole product" experience: end-to-end workflows deep integrations gamification for stickiness (in DUOL's case) and high switching costs (Adobe) that go beyond what AI can easily commoditize. They're not the same but the moat they share is what makes them resilient amid the current market"  
[X Link](https://x.com/AkbarInvests/status/2018842243914736069)  2026-02-04T00:21Z [---] followers, [--] engagements


"@ScrollTroll2023 💯 Their annualized revenue will be around $4.2B for FY25 and add to this that their workforce is being cut to 4K from 4.7K employees means each employee is set to generate $1M. Pinterest truly is caught in the blast radius"  
[X Link](https://x.com/AkbarInvests/status/2018850397662925217)  2026-02-04T00:53Z [---] followers, [--] engagements


"@ScrollTroll2023 Nice find I'll check it out tonight. I have about 15% of my portfolio in Pinterest at this point with avg $26. I think it's totally mispriced. You might like this article I wrote on it a while ago: https://x.com/AkbarInvests/status/2009638101241454681s=20 https://t.co/s1wJpsy4vT https://x.com/AkbarInvests/status/2009638101241454681s=20 https://t.co/s1wJpsy4vT"  
[X Link](https://x.com/AkbarInvests/status/2018853081275043917)  2026-02-04T01:04Z [---] followers, [--] engagements


"Excellent work I think this will play out as a mixture of your stated [--] & [--]. Retail is buying the dip and the democratization of financial media has made millions better informed but also there are cracks in SaaS. I dont truly see a need for Asana at all for example AI integrations through Slack can get the job done and on track. Im sure there are others like that The sector shift has proclaimed all SaaS as dead but a fundamental truth is missing: do you really think that companies who have billions of cash no debt and growing NRR are just going to sit there and let AI take over No. Theyve"  
[X Link](https://x.com/AkbarInvests/status/2019054735060279310)  2026-02-04T14:25Z [---] followers, [---] engagements


"Agreed. I own Docusign and made a similar post about this as well. Software commoditization has been occurring for years startups have always challenged the big guys with offering cheaper prices but the incumbents rarely feel pressure because of: i) network effects ii) whole product offering of the incumbent outpacing the core product offering of the challenger and iii) high switching costs - enterprises do not want to switch simply because something is cheaper or can be done in-house because they understand the long-term costs of maintaining your own code your own expertise and not having a"  
[X Link](https://x.com/AkbarInvests/status/2019084378517758395)  2026-02-04T16:23Z [---] followers, [---] engagements


"$RDDT earnings is tomorrow after market-close. Read this below to be best prepared 👇 Reddit content-licensing to LLM's is them selling off their greatest asset. If their leadership did not find a stop-gap to it then that may be reflected in lower DAU and thus low ARPU $RDDT has fallen about 27% since I made this post. As we approach Feb [--] earnings the key metrics you want to watch out for will be: Daily active user (DAU) growth: Reddit boasted strong +19% YoY growth in their Q3 earnings. If it repeats and posts another strong showing this https://t.co/rpjXUpwXnV $RDDT has fallen about 27%"  
[X Link](https://x.com/AkbarInvests/status/2019163053116580245)  2026-02-04T21:36Z [---] followers, [---] engagements


"Many of my picks are failing YTD but at least selling $HOOD last month after holding for three years was not one of them. Helped lock in profits Sold a $130 strike call expiring next week for $211 credit on $HOOD to sell my remaining [---] shares. Thisll mark my last tranche for Robinhood and a full exit for about 360% total gain. Bulls make money bears make money but pigs get slaughtered. Exit rules are needed. https://t.co/S5VZpeznnw Sold a $130 strike call expiring next week for $211 credit on $HOOD to sell my remaining [---] shares. Thisll mark my last tranche for Robinhood and a full exit"  
[X Link](https://x.com/AkbarInvests/status/2019420551119532218)  2026-02-05T14:39Z [---] followers, [---] engagements


"It is simply incredible that even $TOST a leading restaurant tech company growing at +30% ARR providing all-in-one platform from payment processing millions of transactions to inventory and staff management is also down. The market sell-hammer sure does have a wide blast radius. If you're interested in this company my deep-dives in the reply👇 https://twitter.com/i/web/status/2019439818476773707 https://twitter.com/i/web/status/2019439818476773707"  
[X Link](https://x.com/AkbarInvests/status/2019439818476773707)  2026-02-05T15:55Z [---] followers, [---] engagements


"@finance_intell Yesterday I had to buy Coinbase for the third-time in my investment career and every time I bought in the 160-170s and selling in 300's Meanwhile I complain about Coinbase lack of imaginative leadership but at these prices there's nothing to complain about"  
[X Link](https://x.com/AkbarInvests/status/2019442264926212163)  2026-02-05T16:05Z [---] followers, [--] engagements


"Journaling my thoughts: $IREN - the 19% miss on revenue and onset of panic is highly likely going to bleed over to $NBIS in the coming days. It looks like for now the low end of $39 estimate was true. $NBIS - with how shaken the market is right now ARR no longer cuts it. Actualized revenue is needed to regain market trust. For Nebius this means the est. revenue of $243MM cannot have a catastrophic miss like Iren. Any beat in revenue solidifies the price action floor. If there is a miss there will be more short-term pain. Market demands results now. I do not expect further deals given 2026"  
[X Link](https://x.com/AkbarInvests/status/2019524809416118523)  2026-02-05T21:33Z [---] followers, [----] engagements


"$RDDT Q4 [----] earnings are out. Most importantly Reddit demonstrated strong +19% DAU growth✅ This validates future revenue is in tact Average revenue per user (ARPU) grew from [----] to 10.79$✅ These two points combined tell me that Reddit content-licensing its first-party data to LLM's does not seem to be creating any headwind to site usage or ad conversion Congrats Reddit bulls these are great signs. $RDDT has fallen about 27% since I made this post. As we approach Feb [--] earnings the key metrics you want to watch out for will be: Daily active user (DAU) growth: Reddit boasted strong +19% YoY"  
[X Link](https://x.com/AkbarInvests/status/2019536543069655446)  2026-02-05T22:20Z [---] followers, [---] engagements


"http://x.com/i/article/2019548737144541186 http://x.com/i/article/2019548737144541186"  
[X Link](https://x.com/AkbarInvests/status/2019772814794817666)  2026-02-06T13:58Z [---] followers, [---] engagements


"Cc @DrTomsLens this is similar to your thoughts on first party data and data platforms but with a specific SaaS of Docusign as case study"  
[X Link](https://x.com/AkbarInvests/status/2019777537023332762)  2026-02-06T14:17Z [---] followers, [---] engagements


"I've gone deeper on research on $PINS than anyone I've seen on X and I still maintain my 15% portfolio allocated to it. I'm currently down -23% on the position. Next week is when Pinterest reports FY25 earnings. Despite my bullishness I have two mission-critical invalidation criteria which if met means I revisit my position or sell: First I need to see continued strong DAU growth. If DAU growth misses then the fallback criteria is I need to see an increase in US/CAN users. Why is US/CAN user growth an acceptable trade-off if overall user growth weakens Pinterest monetizes about 80% of their"  
[X Link](https://x.com/AkbarInvests/status/2019804316748460323)  2026-02-06T16:04Z [---] followers, [---] engagements


"I'm a huge Pinterest bull and you can find many of my posts on it in my profile. Give me a follow if you enjoy the content helps me as a tiny account. Here's one where I break-down the three analyst bearish sentiment and provide counter arguments: https://x.com/AkbarInvests/status/2008552056311738514s=20 https://t.co/uJtt0VEeol https://x.com/AkbarInvests/status/2008552056311738514s=20 https://t.co/uJtt0VEeol"  
[X Link](https://x.com/AkbarInvests/status/2019804319411745277)  2026-02-06T16:04Z [---] followers, [---] engagements


"Typically with layoffs an immediate company-wide restructuring follows and we can see a glimpse of evidence in their 8K statement: "The Company is taking these actions to support its transformation initiatives including but not limited to (i) reallocating resources to AI-focused roles and teams that drive AI adoption and execution (ii) prioritizing AIpowered products and capabilities and (iii) accelerating the transformation of its sales and go-to-market approach." To me I interpret it is: we've gotten fat now we need to become lean and spread people around to the departments that matter:"  
[X Link](https://x.com/AkbarInvests/status/2019815241450762703)  2026-02-06T16:47Z [---] followers, [--] engagements


"@Kalshi Why not [----] Matter of fact 10x it to 10000"  
[X Link](https://x.com/AkbarInvests/status/2019958454627295655)  2026-02-07T02:16Z [---] followers, [--] engagements


"Weekend is the time to relax and get your thoughts straight. Understand truly how incumbent SaaS made AI their tailwind and how SaaS who control first-party data are empirically stronger positioned. Dont be paper hands know what you own https://t.co/Xm3RWSuI1j https://t.co/Xm3RWSuI1j"  
[X Link](https://x.com/AkbarInvests/status/2020170765367398896)  2026-02-07T16:20Z [---] followers, [---] engagements


"$XYZ Block cutting 10% again. Their third round since [----]. Classic pandemic overhiring correction dressed up as AI efficiency. Here's the twist: Workers ARE seeing AI gains (5.4% time savings per St. Louis Fed data) but aggregate productivity data shows nothing. The gains exist at individual level but vanish at company level. The reason why it's inconclusive at the company level probably boils down to measurement lag. AI productivity is like trying to measure electricity's impact in [----]. We're still figuring out what to measure. The gains are real but they're hiding in reduced errors faster"  
[X Link](https://x.com/AkbarInvests/status/2020543601265008988)  2026-02-08T17:01Z [---] followers, [---] engagements


"You are not wrong and fair points. But fundamentally the issue has been the confidence in future revenue. What's being earned today is being discounted heavily because the market is not convinced that PayPal has a future (ie they cannot maintain today's earnings/revenue in the future)"  
[X Link](https://x.com/AkbarInvests/status/2020597576731353176)  2026-02-08T20:36Z [---] followers, [---] engagements


"4 out of [--] of my positions (60% of port) report earnings this week $NBIS 40% $PINS 15% $COIN 5% $CRSR 1% (calls) Which ones are you watching"  
[X Link](https://x.com/AkbarInvests/status/2020853847384560019)  2026-02-09T13:34Z [---] followers, [---] engagements


"@edge_of_power This is definitely not a good look. Sunken cost bias is probably at play here for Nvidia. Cant back out and risk your investment going to 0"  
[X Link](https://x.com/AkbarInvests/status/2020866851023049144)  2026-02-09T14:26Z [---] followers, [--] engagements


"@curiousceptic I'm so curious on how this price action is going to go after the SpaceX IPO. Makes me feel good inside just knowing I won't be a part of the roller coaster that is to come"  
[X Link](https://x.com/AkbarInvests/status/2020885615860986003)  2026-02-09T15:40Z [---] followers, [--] engagements


"Asana the work management platform that improves organization productivity delivered killer Q3 earnings yet its down -25% to $11.43 and marked a fresh [--] week low. What the hell happened $ASAN has: ✅delivered Q3 revenue of $201 million up 9% year-over-year beat the high end of guidance ✅RAISED its full-year FY26 revenue and operating income guidance improved net retention generated positive adjusted free cash flow ✅repurchased $30.8 million in shares and launched AI Teammates poised to drive productivity gains. It is yet again exclusively because of net-retention-rate (NRR aka the 'loyalty"  
[X Link](https://x.com/AkbarInvests/status/2011789806859125067)  2026-01-15T13:17Z [---] followers, [---] engagements


"RT @AkbarInvests: @mattshumer_ I strongly disagree with your post. I am curious what you think of these counter points since many people s"  
[X Link](https://x.com/AkbarInvests/status/2021614219645383085)  2026-02-11T15:56Z [---] followers, [--] engagements


"$RDDT is down from $250s to 230s since this post. Im telling you all that the serious institutions will only be paying attention to DAU growth in upcoming earnings on Feb [--]. ANY weakness and I expect continued sell off. Reddit keeps selling off the one thing that makes them unique $RDDT is selling off its greatest asset data. Here's a visual of what I mean when I say that $RDDT content-licensing will lead to reduced traffic back to site leading to a drop in daily-active users (DAU). Gemini immediately provides an overview the user then goes into a https://t.co/qfcktifnVa $RDDT is selling off"  
[X Link](https://x.com/AkbarInvests/status/2012240209962795118)  2026-01-16T19:07Z [---] followers, [---] engagements


"@3KComeback I like that your portfolio is simple to understand businesses. Many people bias towards the newest or hottest and lose money in domains they know nothing about. Check out my $DOCU Docusign deep dive where I cover why the -70% drop is totally overblown given improving financials"  
[X Link](https://x.com/AkbarInvests/status/2013979264501113042)  2026-01-21T14:17Z [---] followers, [--] engagements

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