#  @gabz_investor05 ValueTalks ValueTalks posts on X about $msft, $amzn, $zeta, $spy the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1878199090216845312/interactions)  - [--] Week [------] +1,204% - [--] Month [------] +563% ### Mentions: [--] [#](/creator/twitter::1878199090216845312/posts_active)  - [--] Week [--] +5.30% - [--] Month [---] +84% ### Followers: [--] [#](/creator/twitter::1878199090216845312/followers)  - [--] Week [--] +11% - [--] Month [--] +19% ### CreatorRank: [---------] [#](/creator/twitter::1878199090216845312/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 78% [technology brands](/list/technology-brands) 59% [finance](/list/finance) 56% [cryptocurrencies](/list/cryptocurrencies) 40% [countries](/list/countries) 5% [currencies](/list/currencies) 5% [automotive brands](/list/automotive-brands) 1% **Social topic influence** [$msft](/topic/$msft) #168, [$amzn](/topic/$amzn) #359, [$zeta](/topic/$zeta) 20%, [$spy](/topic/$spy) #523, [$grab](/topic/$grab) #131, [$rbrk](/topic/$rbrk) 14%, [bullish](/topic/bullish) 14%, [$dji](/topic/$dji) #11, [dji](/topic/dji) #567, [$dxy](/topic/$dxy) 10% **Top accounts mentioned or mentioned by** [@bullsandbrews](/creator/undefined) [@amitisinvesting](/creator/undefined) [@gubloinvestor](/creator/undefined) [@lestonkjames](/creator/undefined) [@theronnievshow](/creator/undefined) [@karlbooklover](/creator/undefined) [@208](/creator/undefined) [@455](/creator/undefined) [@2093](/creator/undefined) [@connorjbates](/creator/undefined) [@danielisdizzy](/creator/undefined) [@charlysianipar7](/creator/undefined) [@theraymyers](/creator/undefined) [@grok](/creator/undefined) [@samuel244b](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [ZetaChain (ZETA)](/topic/$zeta) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Doge Jones Industrial Average (DJI)](/topic/$dji) [Bitcoin (BTC)](/topic/$btc) [Verizon Communications Inc. (VZ)](/topic/$vz) [NVIDIA Corp. (NVDA)](/topic/$nvda) [SPDR GOLD ETF (GLD)](/topic/$gld) [PepsiCo, Inc. (PEP)](/topic/$pep) [SPX6900 (SPX)](/topic/$spx) [Altria Group Inc (MO)](/topic/$mo) [Enbridge, Inc (ENB)](/topic/$enb) [Convex Finance (CVX)](/topic/$cvx) [AbbVie Inc (ABBV)](/topic/$abbv) [Metadium (META)](/topic/$meta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Datadog Inc (DDOG)](/topic/$ddog) [Now Coin (NOW)](/topic/$now) [Ethereum (ETH)](/topic/$eth) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Vixco (VIX)](/topic/$vix) [Helium IOT (IOT)](/topic/$iot) [Advanced Micro Devices (AMD)](/topic/$amd) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Pfizer, Inc. (PFE)](/topic/$pfe) [Kimberly Clark Corp (KMB)](/topic/$kmb) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [Commault Systems, Inc. (CVLT)](/topic/$cvlt) ### Top Social Posts Top posts by engagements in the last [--] hours "@ConnorJBates_ Whole SaaS sector is set to outperform from now-on $RBRK $ZETA $IOT $S $NOW Bullish" [X Link](https://x.com/gabz_investor05/status/2016219902269419759) 2026-01-27T18:40Z [--] followers, [---] engagements "@Gubloinvestor Gublo what do you think about $RBRK & $ZETA being dumped today following the $CVLT earnings - does this change your conviction or is it just short-term noise" [X Link](https://x.com/gabz_investor05/status/2016225526868750727) 2026-01-27T19:03Z [--] followers, [---] engagements "The amount of people complaining about the markets crashing is ridiculous. Are y'all aware that: ๐ข $SPY is up 1.5% YTD ๐ข $SLV & $GLD up over 20% 3M โซ $BTC $ETH flat Money is just rotating into safety and following the new FED chair - I'm calling the bottom. $DXY $SPY ๐" [X Link](https://x.com/gabz_investor05/status/2017491599656128719) 2026-01-31T06:54Z [--] followers, [---] engagements "$MSFT FLIRTING WITH $420 Is 4th Feb '26 gonna mark a bottom on SOFTWARE for now If it is then Microsoft seems to be leading the way ๐ BULLISH P.S. Bought yesterday at $410" [X Link](https://x.com/gabz_investor05/status/2019071206163468381) 2026-02-04T15:31Z [--] followers, [--] engagements "$MSFT $ZETA $RBRK" [X Link](https://x.com/gabz_investor05/status/2019071345863143687) 2026-02-04T15:31Z [--] followers, [---] engagements "WHO IS BUYING $MSFT ( I am ) YES NO SOFTWARE IS DEAD ๐คก YES NO SOFTWARE IS DEAD ๐คก" [X Link](https://x.com/gabz_investor05/status/2019338883776065813) 2026-02-05T09:14Z [--] followers, [--] engagements "๐จ Microsoft Security ๐จ H. Gallot returns as 'EVP of Security' & company veteran Ale Holeek moves to 'Chief Architect for Security' ๐๐ป Deep platform expertise meets heightened focus on cyber threats & AI agents. Smart move for trust & safe AI implementation Bullish $MSFT" [X Link](https://x.com/gabz_investor05/status/2019341293206343938) 2026-02-05T09:24Z [--] followers, [--] engagements "29th Jan '26 'Stifel raises $MSFT price target to $540 on AZURE Outlook' 05th Feb '26 ( week after ๐คก ) 'Stifel downgrades $MSFT to 'Hold' with a new PT of $392 because of WEAK Azure๐ค' Either they're stupid OR they're getting paid to make an entry for ๐s - IDGAF I'm buying ๐" [X Link](https://x.com/gabz_investor05/status/2019352083535720816) 2026-02-05T10:07Z [--] followers, [--] engagements "Buying $AMZN before earnings Give me some opinions y'all YES (comment why) NO (comment why) YES (comment why) NO (comment why)" [X Link](https://x.com/gabz_investor05/status/2019368086197944750) 2026-02-05T11:10Z [--] followers, [----] engagements "Been posting about this rotation in November [----] and I guess my take turned out to be correct. ๐๐ป HOWEVER this is healthy for the market and I do think we are bottoming today and tomorrow. ๐๐ป I'm buying $MSFT consistently it will be the best performing MAG7 of [----] CYA in Dec๐" [X Link](https://x.com/gabz_investor05/status/2019438171076063724) 2026-02-05T15:49Z [--] followers, [--] engagements "๐คก Analysts (paid by whales for entry creation) are downgrading $MSFT for their AZURE slowing growth $MSFT CRYSTAL CLEAR ๐๐ป 'We could've pumped up the Azure numbers but decided to allocate some of that GPU Capacity toward AI initiatives like Copilot' ๐๐ป 39% vs 40% ๐ค Stifel=BS" [X Link](https://x.com/gabz_investor05/status/2019478382149353681) 2026-02-05T18:29Z [--] followers, [--] engagements "๐ชฆ $SILVER $SLV $XAGUSD ๐ชฆ ๐จABSOLUTELY DESTROYED๐จ Not happy to see the safest assets in the world behave like memecoins. Disgusting. Happy to have sold my stash before this mess. GL to y'all ๐ซก" [X Link](https://x.com/gabz_investor05/status/2019486265368858922) 2026-02-05T19:00Z [--] followers, [---] engagements "05 Feb '26 The ugliest day in my investing career (after Apr '25 tariff lows) ๐๐ป Made some buys even though panic is in the room: ๐ช $AMZN @ $195 ๐ข $MSFT @ $395 HEAVY buys LITTLE cash left: ๐๐ป MIGHT sell $GRAB for a 30% cash boost as I gave them 1.5yrs of my time. No more" [X Link](https://x.com/gabz_investor05/status/2019536227217862904) 2026-02-05T22:18Z [--] followers, [---] engagements "30 out of [--] voters chose NOT TO buy $AMZN before Q4'25 earnings report - which turned out to be a better choice ( obviously ) ๐๐ป However I wanna mention that Amazon reported another OUTSTANDING quarter especially in terms of their AWS growth and relations to Anthropic - bullish Buying $AMZN before earnings Give me some opinions y'all Buying $AMZN before earnings Give me some opinions y'all" [X Link](https://x.com/gabz_investor05/status/2019740880832270559) 2026-02-06T11:52Z [--] followers, [--] engagements "US10Y Yields UNDER 4.2% ๐จBUYING๐จ $SPY $SPX $IXIC $DJI $BTC $GLD $SLV $GRAB $ZETA $AMZN $RBRK $MSFT" [X Link](https://x.com/gabz_investor05/status/2019778856207397067) 2026-02-06T14:22Z [--] followers, [---] engagements "Multiple blocks over $100M+ prints towards the market close on Friday (also near dayily high of $402) ๐๐ป This implies HEAVY institutional positioning towards defending the $400 wall and preparing for a potential breakout. Bullish $MSFT $MSFT Closed out today with over $1.3 Bill+ in DP vol. "Somebody knows something". https://t.co/qWhkIqH7qC $MSFT Closed out today with over $1.3 Bill+ in DP vol. "Somebody knows something". https://t.co/qWhkIqH7qC" [X Link](https://x.com/gabz_investor05/status/2020212994823610634) 2026-02-07T19:08Z [--] followers, [--] engagements "@danielisdizzy Agreed. I was never a huge $AMD fan but honestly this company has really started to put up some solid numbers out there. Might consider buying into the strength if the market stabilizes next week cheers ๐" [X Link](https://x.com/gabz_investor05/status/2020222623678926856) 2026-02-07T19:46Z [--] followers, [--] engagements "๐จ WEEKEND PORT UPDATE ๐จ I'm getting interested in safety meaning I want [--] things ๐๐ป 1: High dividend yields 2: Low Beta vs $SPY ๐๐ป As an EU investor I can't buy $SCHD so imma make my own 'safety portfolio' ๐๐ป Buying $VZ $O $MO $CVX $ENB ๐๐ป Combined Divvy: 5.8% Beta: 0.65% ๐" [X Link](https://x.com/gabz_investor05/status/2020265263841833157) 2026-02-07T22:35Z [--] followers, [--] engagements "FLASH ELECTIONS RESULTS: Landslide victory for PM Sanae Takaichi & her LDP. It'll ve an interesting Monday tmrw I'm expecting some bullish sentiment cause by clarity around Japan and the world economy. Reinforcing this opinion by $BTC being up 3.2% for today" [X Link](https://x.com/gabz_investor05/status/2020498142580617394) 2026-02-08T14:01Z [--] followers, [--] engagements "I will be closely monitoring USD/JPY today at 4-5 PM ET if the forex exchange on $DXY vs $JPY opens up stable (flat or slightly up) it means we're clear for a green Monday and the 'carry trade' hasn't snapped. See y'all later with a (hopefully) good news ๐ ๐ $spy $dji $spx" [X Link](https://x.com/gabz_investor05/status/2020500477901971569) 2026-02-08T14:10Z [--] followers, [---] engagements "@BullsAndBrews Waiting aswell might trim some $GRAB at break even if we get a little more upside. Also I have set pending buy orders on $VZ $O $MO $CVX $ABBV & $PEP as soon as the overnight session opens 'cause some safety won't hurt imo" [X Link](https://x.com/gabz_investor05/status/2020556908659114320) 2026-02-08T17:54Z [--] followers, [---] engagements "USD/JPY opens stable at +0.19% that's about what I wanted to see. ๐๐ป Now we're wainting for Nikkei open at 7PM ET to get a final confirmation that Monday might be stable trading day for U.S. Equity Markets. I want Nikkei to go higher at open in order to remain bullish. I will be closely monitoring USD/JPY today at 4-5 PM ET if the forex exchange on $DXY vs $JPY opens up stable (flat or slightly up) it means we're clear for a green Monday and the 'carry trade' hasn't snapped. See y'all later with a (hopefully) good news ๐ ๐ $spy $dji $spx I will be closely monitoring USD/JPY today at 4-5" [X Link](https://x.com/gabz_investor05/status/2020620323918401582) 2026-02-08T22:06Z [--] followers, [---] engagements "Folks $NIKKEI is officially strong and stable above +3% for now. We have officially got a tripple confirmation for tomorrow's continued upside momentum ( $BTC up $USDJPY stable $NIKKEI up FUTURES $SPY $DJI $QQQ up ) ๐๐ป Have a nice evening and sleep well. Weak hands are out๐ USD/JPY opens stable at +0.19% that's about what I wanted to see. ๐๐ป Now we're wainting for Nikkei open at 7PM ET to get a final confirmation that Monday might be stable trading day for U.S. Equity Markets. I want Nikkei to go higher at open in order to remain bullish. USD/JPY opens stable at +0.19% that's about what" [X Link](https://x.com/gabz_investor05/status/2020644018955112694) 2026-02-08T23:40Z [--] followers, [---] engagements "I have written a substack on 'why AI will not kill Software' It's a 5-minute blend of my logic-backed opinion + my own life experience so feel free to read it. $MSFT $PLTR $ZETA $RBRK $NOW $CRM $ADBE https://open.substack.com/pub/valuetalks/p/software-is-not-deadutm_source=share&utm_medium=android&r=7hrbyu https://open.substack.com/pub/valuetalks/p/software-is-not-deadutm_source=share&utm_medium=android&r=7hrbyu" [X Link](https://x.com/gabz_investor05/status/2020803392746996134) 2026-02-09T10:14Z [--] followers, [---] engagements "๐จ2026 INVESTING BLUEPRINT๐จ ( 10-minute read ) COVERING: $MSFT $AMZN $NVDA $AMD $META $VZ $O $MO $ABBV $CVX $PEP & $ENB ๐๐ปALL IN ONE ARTICLE๐๐ป https://open.substack.com/pub/valuetalks/p/2026-investing-blueprintutm_source=share&utm_medium=android&r=7hrbyu https://open.substack.com/pub/valuetalks/p/2026-investing-blueprintutm_source=share&utm_medium=android&r=7hrbyu" [X Link](https://x.com/gabz_investor05/status/2020846689834189265) 2026-02-09T13:06Z [--] followers, [--] engagements "Imma go over my holdings & soon-to-be ones below while covering some important metrics ๐๐ป 1Valuation vs peers in that sector [--] Upside/downside risk [--] Category: Divvy(%) / Growth [--] Upside potential ( end '26 ) [--] % of my port as of today [--] Conviction catalysts [--] Conv. breaks" [X Link](https://x.com/gabz_investor05/status/2020985073533845506) 2026-02-09T22:16Z [--] followers, [--] engagements "1: $MSFT [--] Cheapest MAG7 ( 22x F.P/E ) [--] Min. Downside vs 40% EOY๐ [--] Hybrid ( Divvy + LowBeta + ๐ ) [--] Base case +40% until Jan '27 [--] 60% of my port ( $409 avg ) [--] High cash flow + low beta [--] None (no realistic ones for now)" [X Link](https://x.com/gabz_investor05/status/2020985075463225745) 2026-02-09T22:16Z [--] followers, [--] engagements "Other: $ZETA (planning to sell after a swing above my average) Cash: 45% + Zeta soon ๐ More Amazon or $META ๐" [X Link](https://x.com/gabz_investor05/status/2020985087102513298) 2026-02-09T22:16Z [--] followers, [---] engagements "๐จ $MSFT FACT ๐จ Their stock has been 'dumped' due to 'high CapEx spend' right ๐๐ป Well what if I told you they can cover the whole FY'26 CapEx ( $105B ) as soon as MARCH ๐๐ป RIGHT NOW they have $90B LIQUID FREE CASH & will generate at least $40B by March $105B IS NOTHING ๐" [X Link](https://x.com/gabz_investor05/status/2020088262795391434) 2026-02-07T10:52Z [--] followers, [--] engagements "@BullsAndBrews Personally I like to devide them like this: $PEP & $ABBV will prolly lead in terms of low beta vs $SPY and dividend yield hikes while $VZ & $MO are relatively stable leaders with highest divvies as of now. Also it's one of the reasons I bought $MSFT (divvy+tech growth upside) ๐" [X Link](https://x.com/gabz_investor05/status/2020560184045613367) 2026-02-08T18:07Z [--] followers, [--] engagements "@BullsAndBrews $HOOD is a good one right now I'm personally looking at $GOOG if it starts breaching down to [---] prolly loading it up" [X Link](https://x.com/gabz_investor05/status/2021241048404562068) 2026-02-10T15:13Z [--] followers, [--] engagements "*TAIWAN EDITS '26 FORECASTS for gdp & exports ( huge chunk driven by AI ) ๐๐ป *GDP GROWTH AT +7.7% vs +3.5% PREVIOUS ๐๐ป *EXPORTS AT +22% vs +6.3% PREVIOUS We are continuing to witness a huge demand for technology and chips manufacturing which further counters the 'AI Bubbl' bs" [X Link](https://x.com/gabz_investor05/status/2022232045699883133) 2026-02-13T08:51Z [--] followers, [--] engagements "๐ขPORTFOLIO UPDATE๐ข ๐ฅ BUILT MY DIVIDEND+SAFETY PORTFOLIO ( Blossom Link ) ๐ช BUY $AMZN@208 ( [---] % of ๐ต) ๐ด SELL $GRAB & $RBRK at a loss of 10% - Tired of dead money especially for Grab (+38% ๐ต) & more confident in my new investments (safer + greater) Cash amount: 42%" [X Link](https://x.com/gabz_investor05/status/2020974497462092122) 2026-02-09T21:34Z [--] followers, [---] engagements "๐จ PORTFOLIO UPDATE ๐จ ๐ช $KO CocaCola added to 'Dividend Heaven' portfolio ๐ง If I can buy $PEP at 24x P/E then I can also buy $KO at 22x. ๐ $MSFT & $GOOG very tempting today but imma wait for next week to initiate heavier buys if everything goes well with Iran ๐ Cash:40%" [X Link](https://x.com/gabz_investor05/status/2022385901800951907) 2026-02-13T19:02Z [--] followers, [--] engagements "2: $AMZN [--] Fair value vs MAG7 ( 26x F.P/E) [--] 10% downside vs 50% upside [--] Growth + retail + robotics ๐ [--] Base case +45% until Jan '27 [--] 15% of my port ( $207 avg ) [--] Robotics (Anthropic) + retail [--] AWS SlowDown" [X Link](https://x.com/gabz_investor05/status/2020985079070392656) 2026-02-09T22:16Z [--] followers, [--] engagements "3: Dividends (15%) $VZ $O $MO $ENB $PEP $ABBV $CVX ๐๐ป My perfect blend/combination of high dividend yields (6% ) plus low beta vs $SPY ( 0.52% ) + These companies are golden financially stable and low valuations ( under 10x F.P/E ) ๐๐ป Monthly DCA for a 3-year double of initial๐ต" [X Link](https://x.com/gabz_investor05/status/2020985082903658592) 2026-02-09T22:16Z [--] followers, [--] engagements "๐จ PORTFOLIO UPDATE ๐จ ๐ช ADDITIONS TO MY 'DIVIDEND HEAVEN' $KMB $PFE $DUK ๐ข MORE $MSFT at $402 ๐ง Found out that $DXY acts as a hedge for EUR investors in times of struggle in the US equity markets ๐๐ป Basically it has gone up in '00 '08 '22 & '24 so it's an hedge" [X Link](https://x.com/anyuser/status/2021692351454843380) 2026-02-11T21:06Z [--] followers, [--] engagements "Some quality information for my fellow investors; if you have some time feel free to give it a read $MSFT $AMZN $AAPL $VZ $PEP $ENB https://open.substack.com/pub/valuetalks/p/2026-safety-mapr=7hrbyu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/valuetalks/p/2026-safety-mapr=7hrbyu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true" [X Link](https://x.com/gabz_investor05/status/2022055692593770677) 2026-02-12T21:10Z [--] followers, [--] engagements "๐จPUBLIC PORTFOLIO๐จ https://link.blossomsocial.com/7uYa/3kot97rw https://link.blossomsocial.com/7uYa/3kot97rw" [X Link](https://x.com/gabz_investor05/status/2020573495038480847) 2026-02-08T19:00Z [--] followers, [--] engagements "I'm continuously amazed by $GOOG Gemini AI after [--] days of using it a lot. I really think $GOOGL is leading this whole AI game simply because of how interpreted their services are in everyone's devices. Just Crazy. Good Job Google I hope to be a shareholder one day ๐ " [X Link](https://x.com/gabz_investor05/status/2020995792111313141) 2026-02-09T22:58Z [--] followers, [--] engagements "$DDOG Q4'25 in [--] hours ๐๐ป This Software name has a bigger impact on sentiment around these stocks than people realize. ๐๐ป Imma post an update as soon as they report; it's gonna be an important morning for SaaS to show as that strength is really back ๐ค๐ผ $MSFT $ZETA $PLTR $ADBE" [X Link](https://x.com/gabz_investor05/status/2021148974959206658) 2026-02-10T09:07Z [--] followers, [---] engagements "$DDOG Q4'25 ๐ข DOUBLE BEAT ๐" [X Link](https://x.com/gabz_investor05/status/2021193132197523807) 2026-02-10T12:02Z [--] followers, [---] engagements "$DDOG Q4'25 ๐ขEPS: $0.55 vs $0.46 ๐ขREVENUE: $886M vs $852M ๐ข693 ARR Subs with $1M+ pay ๐ข30% YoY Revenue growth And they say ''Software is dead''๐คก Yeah you're right; in a parallel universe maybe $DDOG Q4'25 in [--] hours ๐๐ป This Software name has a bigger impact on sentiment around these stocks than people realize. ๐๐ป Imma post an update as soon as they report; it's gonna be an important morning for SaaS to show as that strength is really back ๐ค๐ผ $MSFT $ZETA $PLTR $ADBE $DDOG Q4'25 in [--] hours ๐๐ป This Software name has a bigger impact on sentiment around these stocks than people" [X Link](https://x.com/anyuser/status/2021194020697808962) 2026-02-10T12:06Z [--] followers, [---] engagements "๐จ NFP & Job Reports ๐จ [---] HRS First actual real time reports since Oct'25 Gov. Shutdown This is gonna be a 'show me' news for the market; Miss= bad Beat or in-line = okay Though a miss could imply higher chance of a rate cut in March so the game is KINDA not over" [X Link](https://x.com/gabz_investor05/status/2021537029390323731) 2026-02-11T10:49Z [--] followers, [--] engagements "$SPY $DJI $QQQ THATS A BEAT NONFARM PAYROLLS FOR JANUARY COME IN AT +130K VS EXPECTATIONS OF +70K okay we really needed that NONFARM PAYROLLS FOR JANUARY COME IN AT +130K VS EXPECTATIONS OF +70K okay we really needed that" [X Link](https://x.com/anyuser/status/2021577832145559915) 2026-02-11T13:31Z [--] followers, [---] engagements "๐จPRE-MARKET PORT UPDATE๐จ ๐ช BOUGHT $HOOD ๐ข MORE $AMZN ๐ $GOOGL $META Reason of a 'pre-market buy' ๐๐ป Was waiting for NFP and it's a HUGE beat so we are NOT cooked. ๐๐ป Happy to be a new shareholder of RobinHood Markets after I've sold it at $40 and regreted it since ๐ " [X Link](https://x.com/anyuser/status/2021586199580643382) 2026-02-11T14:04Z [--] followers, [---] engagements "๐จ MY 1st MISTAKE ๐จ I've been talking about $GRAB a lot. I owned the stock for [---] yrs and it's been dead money. Sold it all last week for $MSFT & $AMZN Q4'25 is OKAY at best. Not great and not what I'd want for a $10 by [----] We all make mistakes: it's important to mive on" [X Link](https://x.com/gabz_investor05/status/2021710502502531284) 2026-02-11T22:18Z [--] followers, [----] engagements "๐จ OPINION ๐จ This might be a boring year (backed by a lot of data) which means we get to accumulate a lot of money into the greatest companies of the world for [--] months I like buying $MSFT $AMZN & $META here; but if they go lower imma LOVE it Remember buy now & enjoy later" [X Link](https://x.com/anyuser/status/2021908371222540570) 2026-02-12T11:24Z [--] followers, [--] engagements "๐ช DIVIDEND HEAVEN ๐ช My divvy heaven port is officially BUILT for now. ๐ข Today's addition: $ES ๐๐ป ALL: $VZ $ABBV $MO $CVX $ENB $PEP $O $KMB $ES $PFE ๐๐ป Status: up 3.1% in [--] trading days๐ ๐๐ป Cash: 33% ( +15% incoming) ๐ First divvy-s coming next month" [X Link](https://x.com/anyuser/status/2021971474467430438) 2026-02-12T15:35Z [--] followers, [--] engagements "๐จ CPI REPORT ๐จ โซ YoY CPI: 2.4% vs 2.5% ๐ข CORE CPI: 0.3% vs 0.3% ๐ด M/M CPI: 0.2% vs 0.3% Not so good in terms of broader economy-driven sentiment; MIGHT be good for rate cut expectations. We'll see ๐ I'm saving my ammo $QQQ $SPY $DJI $NVDA $AMZN $MSFT $GLD $SLV" [X Link](https://x.com/gabz_investor05/status/2022302413634338980) 2026-02-13T13:30Z [--] followers, [---] engagements "๐จ CAUTION ๐จ TODAY'S GREEN MIGHT BE FAKE ๐๐ป Trump LOVES to strike on long weekends (ex. Maduro) + he has recently postured his carriers to do so WAIT till Tuesday ๐๐ป RISK OF BUYING: Dump next week I'm sitting on 40% cash rn. NFA ( They're buying bonds ๐ฎ ) $QQQ $SPY $DJI" [X Link](https://x.com/gabz_investor05/status/2022363310587269255) 2026-02-13T17:32Z [--] followers, [--] engagements "$DDOG is up 12% in the pre-markets; congats to all the shareholders who held (and even bough) through this bs 'Search is dead [---] - ahh' situation" [X Link](https://x.com/gabz_investor05/status/2021195573676642444) 2026-02-10T12:12Z [--] followers, [--] engagements "๐ขUS10Y [-----] (4.145%) ๐ข $MSFT $420 fighting for more ๐ข $AMZN +0.4% ๐ขMy "Divvy Heaven 8" is up 2% aswell ๐ ๐๐ป That's what you call a 'Stock picker's market' If you picked it well you're happy today" [X Link](https://x.com/gabz_investor05/status/2021236907913384424) 2026-02-10T14:56Z [--] followers, [--] engagements "$MSFT is actively fighting for us ๐ข We got a $400+ close yesterday in the midst of chaos MEANING; - Higher low was created - Possible change of structure - If we get a close above $420 next week $500 is in the horizon ๐ซก ๐จ Anything below $415 is a heavy buy for me FYI NFA" [X Link](https://x.com/gabz_investor05/status/2022335147761446938) 2026-02-13T15:40Z [--] followers, [---] engagements "@LeStonkJames Fr๐ญ The fact that they're all short covering today might actually show there is less shorts on $AMZN to cover so it's not as green while also not dumping into fearful sentiment: might actually be a hidden display of authentic buying interest (just my theory tho ๐ )" [X Link](https://x.com/gabz_investor05/status/2022395545030197418) 2026-02-13T19:40Z [--] followers, [--] engagements "๐ขPORTFOLIO UPDATE๐ข ๐ช BUY $PPLT (Weekend Physical) ๐ข MORE $ZETA @ $19.2 (-2%๐ต) ๐ข MORE $RBRK@ $64.8 (-1%๐ต) ๐ $AMZN $NVDA $OSS Cash amount: 46% ๐๐ป OVERALL: SaaS sector resilience I'm lucky to be well positioned into these plays as they're turning green today amidst the weakness. https://twitter.com/i/web/status/2013666988829151708 https://twitter.com/i/web/status/2013666988829151708" [X Link](https://x.com/gabz_investor05/status/2013666988829151708) 2026-01-20T17:36Z [--] followers, [---] engagements "@amitisinvesting Pretty interesting to see how much money is being wiped out from MAG7s while other stocks are either green or barely red - what's your opinion on this Amit I'm curious to hear" [X Link](https://x.com/gabz_investor05/status/2013698655807570152) 2026-01-20T19:42Z [--] followers, [----] engagements "๐ PRE-MARKET UPDATE ๐ ๐ข $NDX FUTURES +0.4% ๐ข $SPY FUTURES +0.35% ๐ข CRYPTO $BTC & $ETH +1/2% ๐ช $ZETA +2% & $RBRK +0.7% ๐ ๐ง Some weakness is present in Large-Caps like $NVDA & $AMZN fighting to stay green in the pre ๐ฆ Earnings season starting with $NFLX double-beat but weak guidance (typical for their Q4s so its okay) TODAY: Some banks and $JNJ ๐ฃ TRUMP SPEAKING (DAVOS) ๐ด https://twitter.com/i/web/status/2013883659430859064 https://twitter.com/i/web/status/2013883659430859064" [X Link](https://x.com/gabz_investor05/status/2013883659430859064) 2026-01-21T07:57Z [--] followers, [--] engagements "๐ข THE RISE OF $GRAB ๐ข Amidst all this chaos Grab stock managed to gain almost 4.5% on Tuesday - recovering from the lows ๐๐ป Today it's fighting for $4.7s in the pre-market ( up another 2% ) ๐๐ป REASON: Indonesian SuperBank $SUPA has been performing well - up 25% since IPO $GRAB has been continuously announcing the increases in their equity stake of this big bank: Reaching more than 12% as of yesterday - which is obviously good for Grab's cash reserves as their large investment asset is performing so well. ๐ง I think we see Grab back above $5 sooner than later. Bullish." [X Link](https://x.com/gabz_investor05/status/2013888006491431389) 2026-01-21T08:14Z [--] followers, [---] engagements "#trump Trump speech in [--] minutes Brace for impact or relax ๐ค We'll see $SPY $SPX $NDX flat pre-market" [X Link](https://x.com/gabz_investor05/status/2013965509851599232) 2026-01-21T13:22Z [--] followers, [--] engagements "I'm not American so I have no right of 'taking sides' in terms of politics Imma just say that I've listened to what Trump had to say today at Davos and I pretty much agree with most of it. $SPY +1% $AMZN $NVDA $GOOGL flat SmallCaps $IWM green 10:30 AM ET" [X Link](https://x.com/gabz_investor05/status/2013999828947046900) 2026-01-21T15:39Z [--] followers, [--] engagements "@TheRonnieVShow Tbh they can still happen - I wouldn't fomo into this trade. It's best to leave cash untouched for now imo" [X Link](https://x.com/gabz_investor05/status/2014067754949636187) 2026-01-21T20:09Z [--] followers, [--] engagements "โช DAILY RECAP โช Stock Market successfully erases the 2-day loss that was induced by US - Greenland tensions after Trump and EU announced 'productive talks' & no tariffs ๐๐ป Today's macro data is mixed but the most important metrics such as *Core CPI & *Unemployment numbers came 'in line' with / or 'better than' the exoectations. ๐๐ป I haven't initiated any heavy buy orders 'cause I still expect volatility in the near-term though - I did increase some of my positions like $ZETA & $RBRK ( [----] & [--] ) and they are already up by 'high single-digit percentages' so thats a win." [X Link](https://x.com/gabz_investor05/status/2014415218101944494) 2026-01-22T19:09Z [--] followers, [--] engagements "$ZETA is starting to get some serious attention right now ๐๐ป Their business has been on a spotlight recently - being featured on some big & serious accounts and that's for one reason: ๐๐ปThey really are a great company who's stock is still cheap in this bubbly market. ๐๐ป I'm happy to have spotted this company before the hype & I'm welcoming all the FOMO even though I wouldn't label it as FOMO until we breach $35s but yeah. Bullish $ZETA https://twitter.com/i/web/status/2014617523346444454 https://twitter.com/i/web/status/2014617523346444454" [X Link](https://x.com/gabz_investor05/status/2014617523346444454) 2026-01-23T08:33Z [--] followers, [---] engagements "@karlbooklover Do you see it going back up to stabilize around a [---] or continued weakness I curious because I'm new to forex stuff" [X Link](https://x.com/gabz_investor05/status/2015045423350603777) 2026-01-24T12:54Z [--] followers, [--] engagements "@karlbooklover Yeah I gues hawkish fed suprise would give it some steam right" [X Link](https://x.com/gabz_investor05/status/2015048318540214623) 2026-01-24T13:05Z [--] followers, [--] engagements "I don't wanna be hostile towards your opinion - but if you are purely technical you will miss out on a lot. That's simply because strong fundamentals+sentiment easily over-powers any technical analysis. Imo TA should be used as addition to an already existing fundamental thesis. Bullish $GRAB https://twitter.com/i/web/status/2015394838057713956 https://twitter.com/i/web/status/2015394838057713956" [X Link](https://x.com/gabz_investor05/status/2015394838057713956) 2026-01-25T12:02Z [--] followers, [--] engagements "๐ข SUNDAY UPDATE ๐ข ๐ด $BTC BLEEDING ( risk-off ) ๐ด $IXIC Nasdaq100 ( -0.5% ) ๐ฐ Ongoing geo-political tensions ๐ฐ New U.S. - Canada tensions ๐ฐ No major U.S. - EU updates ๐ฐ Uncertainty ahead of FED ๐ฃ ๐๐ป Implications: possible $DXY stabilization towards thursday risk-off sentiment is present. EXPECT VOLATILITY $VIX https://twitter.com/i/web/status/2015473390027469180 https://twitter.com/i/web/status/2015473390027469180" [X Link](https://x.com/gabz_investor05/status/2015473390027469180) 2026-01-25T17:14Z [--] followers, [--] engagements "๐ด U.S. FUTURES ๐ด $SPX -1% $USTECH -1.3% $IWM -2% $VIX +3% $DJI -0.8%" [X Link](https://x.com/gabz_investor05/status/2015560824358617429) 2026-01-25T23:02Z [--] followers, [---] engagements "๐ขPORTFOLIO UPDATE๐ข ๐ข MORE $GRAB@4.55 -(-2% ๐ต) ๐ข MORE $ZETA@20.9-(-3% ๐ต) ๐ $INTC $37 (will buy) ๐ $OSS $8 (will buy) Cash amount: 41% ๐ง Weak $DXY + mood-induced weakness in those stocks = Small additions to my (already existing) positions. ๐๐ป ๐ Weak Dollar is actually good for EMs like $GRAB & $DLO and some aspects of SaaS borrowing costs (especially domestic ones). https://twitter.com/i/web/status/2015832560450888136 https://twitter.com/i/web/status/2015832560450888136" [X Link](https://x.com/gabz_investor05/status/2015832560450888136) 2026-01-26T17:01Z [--] followers, [--] engagements "This bull market analog chart shows that we might have more uspide in the short term: what's interesting is that 'the first slight dip' comes right around mid-terms and the chart implies the possible choppy year ( '26 ) Keep that in mind. $SPY $SPX" [X Link](https://x.com/gabz_investor05/status/2016109955149934884) 2026-01-27T11:24Z [--] followers, [--] engagements "Bought more $RBRK & $ZETA today Not gonna miss out on the next SaaS boom Bullish" [X Link](https://x.com/gabz_investor05/status/2016220513266213064) 2026-01-27T18:43Z [--] followers, [---] engagements "$GRAB BOUGHT MORE TODAY bullish I see a lot of negative sentiment on $GRAB because the stock hasn't done anything Yet all lines are going up - GMV $3.6B ๐ $5.8B - Monthly Users 33.3M ๐ 47.7M - Deliveries Revenue $294M ๐ $465M - Mobility Revenue $194M ๐ $317M - Financial Revenue $36M ๐ $90M - EBITDA https://t.co/sGmgsYX1r6 I see a lot of negative sentiment on $GRAB because the stock hasn't done anything Yet all lines are going up - GMV $3.6B ๐ $5.8B - Monthly Users 33.3M ๐ 47.7M - Deliveries Revenue $294M ๐ $465M - Mobility Revenue $194M ๐ $317M - Financial Revenue $36M ๐ $90M -" [X Link](https://x.com/gabz_investor05/status/2016616305109938403) 2026-01-28T20:56Z [--] followers, [---] engagements "@CharlySianipar7 @TheRayMyers Patience is the key to success in investing. Every single time I messed up was either panic or no patience. $GRAB gonna slingshot up to $6 towars summer fs" [X Link](https://x.com/gabz_investor05/status/2016616669611802750) 2026-01-28T20:57Z [--] followers, [---] engagements "People fail to understand that SaaS is the foundation of technology. The whole 'Sell Saas-Buy AI' trade is dumb - It's the same as neglecting the base of a building. ๐๐ป This is why I'm buying companies like $ZETA $RBRK & $GRAB while they're cheap and neglected: They're essential" [X Link](https://x.com/gabz_investor05/status/2016788598587040176) 2026-01-29T08:20Z [--] followers, [----] engagements "@BullsAndBrews $ZETA & $GRAB 'till today but bought $MSFT at $420 I love it" [X Link](https://x.com/gabz_investor05/status/2016947110029951381) 2026-01-29T18:50Z [--] followers, [---] engagements "@BullsAndBrews Honestly I trimmed like 50% of $GRAB for it because I consider it a generational opportunity - [----] shares left though so it's not like I'm bearish just taking some profits and balancing positions" [X Link](https://x.com/gabz_investor05/status/2016948396699820153) 2026-01-29T18:55Z [--] followers, [---] engagements "๐จPORTFOLIO UPDATE๐จ ๐ช BOUGHT $MSFT@ $420.99 (-20% ๐ต) The day $SPY $DJI $IWM was red I became a very happy investor. Proud to announce that I'm a new Microsoft Shareholder. Not planning to sell at $500 nor $600 -Not soon. I'm in for the long run. Bullish. Cash amount: 21%" [X Link](https://x.com/gabz_investor05/status/2016953092986618132) 2026-01-29T19:14Z [--] followers, [---] engagements "$ZETA bullish $ZETA back in a correction. With the structure of the former impulse broken we are now in a correction with an overshooting B-wave again. Target stays the same at $35. Be patient here Zeta is going to explode https://t.co/pxzPZMTHL7 $ZETA back in a correction. With the structure of the former impulse broken we are now in a correction with an overshooting B-wave again. Target stays the same at $35. Be patient here Zeta is going to explode https://t.co/pxzPZMTHL7" [X Link](https://x.com/gabz_investor05/status/2017309454245539932) 2026-01-30T18:50Z [--] followers, [---] engagements "@amitisinvesting @grok does this bitcoin price action 'mean' that monday will be bad for stocks or not essentially" [X Link](https://x.com/gabz_investor05/status/2017661169310351732) 2026-01-31T18:08Z [--] followers, [---] engagements "Bought $VG last week ๐RECENTLY ANTICIPATED USES ๐SpaceX Starship / Super Heavy [----] TONS of liquified gas ๐ฆ Falcon [--] expected to use approx. [----] TONS overall ๐NASA SLS expected around [----] TONS (Liquid methane & oxide) Huge demand for LNG and overall for $VG $LNG" [X Link](https://x.com/gabz_investor05/status/2007883181849219261) 2026-01-04T18:33Z [--] followers, [---] engagements "FUTURES: $NDX +0.3% $SPY +0.1% $LNG Natural gas -3.5% PMs $SLV & Crypto $BTC UPโ Essentially we're getting early flat-negative action in risk-on assets while metals like $GLD are acting as a 'safe heaven' MY TAKE: As I mainly invest in tech semis and mid-large caps: They could suffer this week as MMs might be preparing for a 'rugpull' with US-VN war not fully priced in. Expect $180 on $NVDA soon. https://twitter.com/i/web/status/2008087524627951856 https://twitter.com/i/web/status/2008087524627951856" [X Link](https://x.com/gabz_investor05/status/2008087524627951856) 2026-01-05T08:05Z [--] followers, [---] engagements "๐ข $TSM EARNINGS ๐ข ๐ฅ DOUBLE BEAT ๐ฅ ๐ตREV: $33.7B vs $32.8B ๐ฒEPS: $2.35 vs $2.20 ๐ฐNET INCOME: $506B vs $473B ๐ธGROSS MARGIN: 62.3% vs 60% ๐คAI REVENUE: +67% vs +64.5% GUIDANCE: 35%+ vs 25% [----] CapEx: $55.5B vs $49B MY TAKE: Absolutely HUGE beats on top & bottom for #TSMC. Proving once again that AI is real and growing with CAPEX & GUIDANCE confirming the multi-year demand for AI Tech. Bullish . https://twitter.com/i/web/status/2011735828985221515 https://twitter.com/i/web/status/2011735828985221515" [X Link](https://x.com/gabz_investor05/status/2011735828985221515) 2026-01-15T09:42Z [--] followers, [--] engagements "Zeta Global is a profitable cash-generative enterprise SaaS company with rapid revenue growth and expanding margins while trading at a deeply discounted valuation due to small-cap neglect and an out-of-favor SaaS tape. ๐ Its' core advantage is an 18-year proprietary deterministic identity data moat (2.4B+ profiles) that enables a full-stack AI Marketing Cloud capable of replacing fragmented mar-tech stacks. ๐ With [--] consecutive quarters of beat-and-raise execution strong land-and-expand dynamics (180 customers spending $1M+ annually) accelerating free cash flow and operating leverage" [X Link](https://x.com/gabz_investor05/status/2012539298780729813) 2026-01-17T14:55Z [--] followers, [--] engagements "๐ [----] ๐ MY LARGEST LIQUID POSITIONS: ๐๐ป $GRAB at 30% @ $4.5 $ZETA at 20% @ $20.5 $RBRK at 15% @ $68 $NVDA at 15% @ $174 Others together: 20% ๐๐ป BASE-CASE PRICE TARGETS ๐ฏ Nvidia $230 ๐ฏ ๐ฏ Grab $7 ๐ฏ ๐ฏ Rubrik $100 ๐ฏ ๐ฏ Zeta Global $40 ๐ฏ ๐๐ป IMPLIED BASE-CASE PROFIT: 220% Bear case: 0% as I will not sell for at least [--] years ๐ BULLISH https://twitter.com/i/web/status/2012548395211087949 https://twitter.com/i/web/status/2012548395211087949" [X Link](https://x.com/gabz_investor05/status/2012548395211087949) 2026-01-17T15:31Z [--] followers, [---] engagements "@TheRonnieVShow Nothing special this week but might add some $GRAB next week if everything goes well - $DXY weakening could positively impact EM if I'm right. Do you have any opinions on EM's performance in comparison to dollar weakening" [X Link](https://x.com/gabz_investor05/status/2015065085777949183) 2026-01-24T14:12Z [--] followers, [---] engagements "@Gubloinvestor Closely watching $IOT & grabbing more $GRAB if we get $4.20 ๐ Might add some $RBRK and $ZETA aswell if they suffer from volatility" [X Link](https://x.com/gabz_investor05/status/2015476264056799666) 2026-01-25T17:26Z [--] followers, [---] engagements "๐ STOCKS I'M INTERESTED IN ๐ $GRAB at $4.20 would be lovely even though I might buy more anyways while it's under $5 $RBRK at $60 same as Grab: it is attractive at $65 aswell $ZETA at $18 (prolly won't happen) $AMZN below $215 ( loading up ) $NVDA below $170 (slow add-ons) https://twitter.com/i/web/status/2015544104986288489 https://twitter.com/i/web/status/2015544104986288489" [X Link](https://x.com/gabz_investor05/status/2015544104986288489) 2026-01-25T21:55Z [--] followers, [---] engagements "๐จWEDNESDAY๐จ $GRAB continues to capture SEA market with a solid 1.5% regional market share growth YoY Solid start to Q4 '25 by important AI-Infra companies $STX FOMC Meeting 2PM ET Jerome Powell speech 2:30 MAG7 Earnings: $MSFT $META $TSLA SaaS & Tech Semis: $NOW $ASML" [X Link](https://x.com/gabz_investor05/status/2016466848879964242) 2026-01-28T11:02Z [--] followers, [---] engagements "๐จ U.S. FUTURES ๐จ $SPY $DJI $NDX $IWM SLIGHTLY DOWN but stable $GLD $XAUUSD $SLV $XAGUSD Nasty dumping 3% + $BTC $ETH $SOL Weak not very stable -2% + $DXY stable might hit $100 soon" [X Link](https://x.com/gabz_investor05/status/2018099342008021320) 2026-02-01T23:09Z [--] followers, [---] engagements "Folks futures seem to be going up towards an essentially 'flat' level. At this point I'm considering closing some of my high-beta positions (at least partially) in order to pursue safety and less volatility in a shape of low-beta stocks. I'm eyeing $MSFT $AMZN & $VZ Yes or no YES / TRIM HIGH BETA NO / KEEP IT SAME COMMENT (else) YES / TRIM HIGH BETA NO / KEEP IT SAME COMMENT (else)" [X Link](https://x.com/gabz_investor05/status/2018108419824095685) 2026-02-01T23:45Z [--] followers, [---] engagements "UPDATE: SMALLCAPS $IWM GO GREEN - $SPY may be following" [X Link](https://x.com/gabz_investor05/status/2018110430422409365) 2026-02-01T23:53Z [--] followers, [--] engagements "I'm not deep in commodities no more other than some platinum I came across for cheap. Just wanted to express my disgust towards the way institutions are acting in terms of hiking $SLV & $GLD margins. I knew this would happen and sold my [--] ounces 3๐ ago but here we are again" [X Link](https://x.com/gabz_investor05/status/2018111464049881596) 2026-02-01T23:57Z [--] followers, [---] engagements "Imma be 100% honest here: I trimmed $ZETA today. Not because anything changed fundamentaly but because I ran into SaaS game a little too much & it's been giving me headaches Rn I am up in cash from 21% to 40% & eyeing low-beta giants ex. $MSFT # Chasing safety over risky gains" [X Link](https://x.com/gabz_investor05/status/2018342357272252608) 2026-02-02T15:14Z [--] followers, [---] engagements "โจSprinkled some more $MSFT into my portfolio after-hours at $422.60 - not a heavy buy 'cause this is 'the top' of my buying price range but happy to add as always. Cash balance: 35% Eyeing $AMZN this week as they report Q4 '25 on thursday: Anything below $230 is a heavy buy fm" [X Link](https://x.com/gabz_investor05/status/2018450566146605536) 2026-02-02T22:24Z [--] followers, [--] engagements "Nice little recovery on U.S. Dollar $DXY after suffering for the past few trading days. I guess that's what happens when Trump nominates a (precievably) hawkish FED Chair Kevin Warsh ๐๐ป By the way by doing a lot of research I concluded that he hasn't been so hawkish lately FYI" [X Link](https://x.com/gabz_investor05/status/2018469945735283182) 2026-02-02T23:41Z [--] followers, [--] engagements "๐จ PRE-MARKET OVERVIEW ๐จ $SPY +0.25% $NDX +0.3% $DJI +0.1% $SLV $GLD $COPEX +5 to 10% SaaS: $PLTR +12%๐ $MSFT +0.7% $ZETA +2.5% $RBRK +1% Overall this is a relatively okay pre-market situation though some volatility $VIX wpuldn't surprise at open" [X Link](https://x.com/gabz_investor05/status/2018610975046594872) 2026-02-03T09:02Z [--] followers, [--] engagements "@Samuel244b I'm currently 35% cash and considering safe big companies like $AMZN & $MSFT at these prices - I'm not saying they won't go lover but the 'guilt' of missing out at [--] year old while I still have my precious time if greater than the fear of some more downside" [X Link](https://x.com/gabz_investor05/status/2018770049289617682) 2026-02-03T19:34Z [--] followers, [--] engagements "@amitisinvesting $AMZN looking attractive here at [---] as some of us missed 225s recently" [X Link](https://x.com/gabz_investor05/status/2019093812249763968) 2026-02-04T17:00Z [--] followers, [---] engagements "๐ด EUR-BASED INVESTORS ๐ด If you are a long-term investor who is compounding into the U.S. Stock Market: I HAVE GOOD NEWS ๐๐ป When $DXY weakens while Euro $EXY rises - we get a very specific situation in which EUR-Based investors benefit HEAVILY. THIS IS WHY (ANALOGY) ๐๐ป" [X Link](https://x.com/gabz_investor05/status/2015157948612243505) 2026-01-24T20:21Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@gabz_investor05 ValueTalksValueTalks posts on X about $msft, $amzn, $zeta, $spy the most. They currently have [--] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 78% technology brands 59% finance 56% cryptocurrencies 40% countries 5% currencies 5% automotive brands 1%
Social topic influence $msft #168, $amzn #359, $zeta 20%, $spy #523, $grab #131, $rbrk 14%, bullish 14%, $dji #11, dji #567, $dxy 10%
Top accounts mentioned or mentioned by @bullsandbrews @amitisinvesting @gubloinvestor @lestonkjames @theronnievshow @karlbooklover @208 @455 @2093 @connorjbates @danielisdizzy @charlysianipar7 @theraymyers @grok @samuel244b
Top assets mentioned Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) ZetaChain (ZETA) SPDR S&P [---] ETF Trust (SPY) Grab Holdings Limited Class A Ordinary Shares (GRAB) Rubrik, Inc. (RBRK) Doge Jones Industrial Average (DJI) Bitcoin (BTC) Verizon Communications Inc. (VZ) NVIDIA Corp. (NVDA) SPDR GOLD ETF (GLD) PepsiCo, Inc. (PEP) SPX6900 (SPX) Altria Group Inc (MO) Enbridge, Inc (ENB) Convex Finance (CVX) AbbVie Inc (ABBV) Metadium (META) Palantir Technologies Inc. (PLTR) Datadog Inc (DDOG) Now Coin (NOW) Ethereum (ETH) Adobe, Inc. (ADBE) Alphabet Inc Class A (GOOGL) Vixco (VIX) Helium IOT (IOT) Advanced Micro Devices (AMD) Robinhood Markets, Inc. (HOOD) Pfizer, Inc. (PFE) Kimberly Clark Corp (KMB) Cheniere Energy, Inc. (LNG) Zeta Global Holdings Corp. (ZETA) Commault Systems, Inc. (CVLT)
Top posts by engagements in the last [--] hours
"@ConnorJBates_ Whole SaaS sector is set to outperform from now-on $RBRK $ZETA $IOT $S $NOW Bullish"
X Link 2026-01-27T18:40Z [--] followers, [---] engagements
"@Gubloinvestor Gublo what do you think about $RBRK & $ZETA being dumped today following the $CVLT earnings - does this change your conviction or is it just short-term noise"
X Link 2026-01-27T19:03Z [--] followers, [---] engagements
"The amount of people complaining about the markets crashing is ridiculous. Are y'all aware that: ๐ข $SPY is up 1.5% YTD ๐ข $SLV & $GLD up over 20% 3M โซ $BTC $ETH flat Money is just rotating into safety and following the new FED chair - I'm calling the bottom. $DXY $SPY ๐"
X Link 2026-01-31T06:54Z [--] followers, [---] engagements
"$MSFT FLIRTING WITH $420 Is 4th Feb '26 gonna mark a bottom on SOFTWARE for now If it is then Microsoft seems to be leading the way ๐ BULLISH P.S. Bought yesterday at $410"
X Link 2026-02-04T15:31Z [--] followers, [--] engagements
"$MSFT $ZETA $RBRK"
X Link 2026-02-04T15:31Z [--] followers, [---] engagements
"WHO IS BUYING $MSFT ( I am ) YES NO SOFTWARE IS DEAD ๐คก YES NO SOFTWARE IS DEAD ๐คก"
X Link 2026-02-05T09:14Z [--] followers, [--] engagements
"๐จ Microsoft Security ๐จ H. Gallot returns as 'EVP of Security' & company veteran Ale Holeek moves to 'Chief Architect for Security' ๐๐ป Deep platform expertise meets heightened focus on cyber threats & AI agents. Smart move for trust & safe AI implementation Bullish $MSFT"
X Link 2026-02-05T09:24Z [--] followers, [--] engagements
"29th Jan '26 'Stifel raises $MSFT price target to $540 on AZURE Outlook' 05th Feb '26 ( week after ๐คก ) 'Stifel downgrades $MSFT to 'Hold' with a new PT of $392 because of WEAK Azure๐ค' Either they're stupid OR they're getting paid to make an entry for ๐s - IDGAF I'm buying ๐"
X Link 2026-02-05T10:07Z [--] followers, [--] engagements
"Buying $AMZN before earnings Give me some opinions y'all YES (comment why) NO (comment why) YES (comment why) NO (comment why)"
X Link 2026-02-05T11:10Z [--] followers, [----] engagements
"Been posting about this rotation in November [----] and I guess my take turned out to be correct. ๐๐ป HOWEVER this is healthy for the market and I do think we are bottoming today and tomorrow. ๐๐ป I'm buying $MSFT consistently it will be the best performing MAG7 of [----] CYA in Dec๐"
X Link 2026-02-05T15:49Z [--] followers, [--] engagements
"๐คก Analysts (paid by whales for entry creation) are downgrading $MSFT for their AZURE slowing growth $MSFT CRYSTAL CLEAR ๐๐ป 'We could've pumped up the Azure numbers but decided to allocate some of that GPU Capacity toward AI initiatives like Copilot' ๐๐ป 39% vs 40% ๐ค Stifel=BS"
X Link 2026-02-05T18:29Z [--] followers, [--] engagements
"๐ชฆ $SILVER $SLV $XAGUSD ๐ชฆ ๐จABSOLUTELY DESTROYED๐จ Not happy to see the safest assets in the world behave like memecoins. Disgusting. Happy to have sold my stash before this mess. GL to y'all ๐ซก"
X Link 2026-02-05T19:00Z [--] followers, [---] engagements
"05 Feb '26 The ugliest day in my investing career (after Apr '25 tariff lows) ๐๐ป Made some buys even though panic is in the room: ๐ช $AMZN @ $195 ๐ข $MSFT @ $395 HEAVY buys LITTLE cash left: ๐๐ป MIGHT sell $GRAB for a 30% cash boost as I gave them 1.5yrs of my time. No more"
X Link 2026-02-05T22:18Z [--] followers, [---] engagements
"30 out of [--] voters chose NOT TO buy $AMZN before Q4'25 earnings report - which turned out to be a better choice ( obviously ) ๐๐ป However I wanna mention that Amazon reported another OUTSTANDING quarter especially in terms of their AWS growth and relations to Anthropic - bullish Buying $AMZN before earnings Give me some opinions y'all Buying $AMZN before earnings Give me some opinions y'all"
X Link 2026-02-06T11:52Z [--] followers, [--] engagements
"US10Y Yields UNDER 4.2% ๐จBUYING๐จ $SPY $SPX $IXIC $DJI $BTC $GLD $SLV $GRAB $ZETA $AMZN $RBRK $MSFT"
X Link 2026-02-06T14:22Z [--] followers, [---] engagements
"Multiple blocks over $100M+ prints towards the market close on Friday (also near dayily high of $402) ๐๐ป This implies HEAVY institutional positioning towards defending the $400 wall and preparing for a potential breakout. Bullish $MSFT $MSFT Closed out today with over $1.3 Bill+ in DP vol. "Somebody knows something". https://t.co/qWhkIqH7qC $MSFT Closed out today with over $1.3 Bill+ in DP vol. "Somebody knows something". https://t.co/qWhkIqH7qC"
X Link 2026-02-07T19:08Z [--] followers, [--] engagements
"@danielisdizzy Agreed. I was never a huge $AMD fan but honestly this company has really started to put up some solid numbers out there. Might consider buying into the strength if the market stabilizes next week cheers ๐"
X Link 2026-02-07T19:46Z [--] followers, [--] engagements
"๐จ WEEKEND PORT UPDATE ๐จ I'm getting interested in safety meaning I want [--] things ๐๐ป 1: High dividend yields 2: Low Beta vs $SPY ๐๐ป As an EU investor I can't buy $SCHD so imma make my own 'safety portfolio' ๐๐ป Buying $VZ $O $MO $CVX $ENB ๐๐ป Combined Divvy: 5.8% Beta: 0.65% ๐"
X Link 2026-02-07T22:35Z [--] followers, [--] engagements
"FLASH ELECTIONS RESULTS: Landslide victory for PM Sanae Takaichi & her LDP. It'll ve an interesting Monday tmrw I'm expecting some bullish sentiment cause by clarity around Japan and the world economy. Reinforcing this opinion by $BTC being up 3.2% for today"
X Link 2026-02-08T14:01Z [--] followers, [--] engagements
"I will be closely monitoring USD/JPY today at 4-5 PM ET if the forex exchange on $DXY vs $JPY opens up stable (flat or slightly up) it means we're clear for a green Monday and the 'carry trade' hasn't snapped. See y'all later with a (hopefully) good news ๐
๐ $spy $dji $spx"
X Link 2026-02-08T14:10Z [--] followers, [---] engagements
"@BullsAndBrews Waiting aswell might trim some $GRAB at break even if we get a little more upside. Also I have set pending buy orders on $VZ $O $MO $CVX $ABBV & $PEP as soon as the overnight session opens 'cause some safety won't hurt imo"
X Link 2026-02-08T17:54Z [--] followers, [---] engagements
"USD/JPY opens stable at +0.19% that's about what I wanted to see. ๐๐ป Now we're wainting for Nikkei open at 7PM ET to get a final confirmation that Monday might be stable trading day for U.S. Equity Markets. I want Nikkei to go higher at open in order to remain bullish. I will be closely monitoring USD/JPY today at 4-5 PM ET if the forex exchange on $DXY vs $JPY opens up stable (flat or slightly up) it means we're clear for a green Monday and the 'carry trade' hasn't snapped. See y'all later with a (hopefully) good news ๐
๐ $spy $dji $spx I will be closely monitoring USD/JPY today at 4-5"
X Link 2026-02-08T22:06Z [--] followers, [---] engagements
"Folks $NIKKEI is officially strong and stable above +3% for now. We have officially got a tripple confirmation for tomorrow's continued upside momentum ( $BTC up $USDJPY stable $NIKKEI up FUTURES $SPY $DJI $QQQ up ) ๐๐ป Have a nice evening and sleep well. Weak hands are out๐ USD/JPY opens stable at +0.19% that's about what I wanted to see. ๐๐ป Now we're wainting for Nikkei open at 7PM ET to get a final confirmation that Monday might be stable trading day for U.S. Equity Markets. I want Nikkei to go higher at open in order to remain bullish. USD/JPY opens stable at +0.19% that's about what"
X Link 2026-02-08T23:40Z [--] followers, [---] engagements
"I have written a substack on 'why AI will not kill Software' It's a 5-minute blend of my logic-backed opinion + my own life experience so feel free to read it. $MSFT $PLTR $ZETA $RBRK $NOW $CRM $ADBE https://open.substack.com/pub/valuetalks/p/software-is-not-deadutm_source=share&utm_medium=android&r=7hrbyu https://open.substack.com/pub/valuetalks/p/software-is-not-deadutm_source=share&utm_medium=android&r=7hrbyu"
X Link 2026-02-09T10:14Z [--] followers, [---] engagements
"๐จ2026 INVESTING BLUEPRINT๐จ ( 10-minute read ) COVERING: $MSFT $AMZN $NVDA $AMD $META $VZ $O $MO $ABBV $CVX $PEP & $ENB ๐๐ปALL IN ONE ARTICLE๐๐ป https://open.substack.com/pub/valuetalks/p/2026-investing-blueprintutm_source=share&utm_medium=android&r=7hrbyu https://open.substack.com/pub/valuetalks/p/2026-investing-blueprintutm_source=share&utm_medium=android&r=7hrbyu"
X Link 2026-02-09T13:06Z [--] followers, [--] engagements
"Imma go over my holdings & soon-to-be ones below while covering some important metrics ๐๐ป 1Valuation vs peers in that sector [--] Upside/downside risk [--] Category: Divvy(%) / Growth [--] Upside potential ( end '26 ) [--] % of my port as of today [--] Conviction catalysts [--] Conv. breaks"
X Link 2026-02-09T22:16Z [--] followers, [--] engagements
"1: $MSFT [--] Cheapest MAG7 ( 22x F.P/E ) [--] Min. Downside vs 40% EOY๐ [--] Hybrid ( Divvy + LowBeta + ๐ ) [--] Base case +40% until Jan '27 [--] 60% of my port ( $409 avg ) [--] High cash flow + low beta [--] None (no realistic ones for now)"
X Link 2026-02-09T22:16Z [--] followers, [--] engagements
"Other: $ZETA (planning to sell after a swing above my average) Cash: 45% + Zeta soon ๐ More Amazon or $META ๐"
X Link 2026-02-09T22:16Z [--] followers, [---] engagements
"๐จ $MSFT FACT ๐จ Their stock has been 'dumped' due to 'high CapEx spend' right ๐๐ป Well what if I told you they can cover the whole FY'26 CapEx ( $105B ) as soon as MARCH ๐๐ป RIGHT NOW they have $90B LIQUID FREE CASH & will generate at least $40B by March $105B IS NOTHING ๐"
X Link 2026-02-07T10:52Z [--] followers, [--] engagements
"@BullsAndBrews Personally I like to devide them like this: $PEP & $ABBV will prolly lead in terms of low beta vs $SPY and dividend yield hikes while $VZ & $MO are relatively stable leaders with highest divvies as of now. Also it's one of the reasons I bought $MSFT (divvy+tech growth upside) ๐"
X Link 2026-02-08T18:07Z [--] followers, [--] engagements
"@BullsAndBrews $HOOD is a good one right now I'm personally looking at $GOOG if it starts breaching down to [---] prolly loading it up"
X Link 2026-02-10T15:13Z [--] followers, [--] engagements
"*TAIWAN EDITS '26 FORECASTS for gdp & exports ( huge chunk driven by AI ) ๐๐ป *GDP GROWTH AT +7.7% vs +3.5% PREVIOUS ๐๐ป *EXPORTS AT +22% vs +6.3% PREVIOUS We are continuing to witness a huge demand for technology and chips manufacturing which further counters the 'AI Bubbl' bs"
X Link 2026-02-13T08:51Z [--] followers, [--] engagements
"๐ขPORTFOLIO UPDATE๐ข ๐ฅ BUILT MY DIVIDEND+SAFETY PORTFOLIO ( Blossom Link ) ๐ช BUY $AMZN@208 ( [---] % of ๐ต) ๐ด SELL $GRAB & $RBRK at a loss of 10% - Tired of dead money especially for Grab (+38% ๐ต) & more confident in my new investments (safer + greater) Cash amount: 42%"
X Link 2026-02-09T21:34Z [--] followers, [---] engagements
"๐จ PORTFOLIO UPDATE ๐จ ๐ช $KO CocaCola added to 'Dividend Heaven' portfolio ๐ง If I can buy $PEP at 24x P/E then I can also buy $KO at 22x. ๐ $MSFT & $GOOG very tempting today but imma wait for next week to initiate heavier buys if everything goes well with Iran ๐
Cash:40%"
X Link 2026-02-13T19:02Z [--] followers, [--] engagements
"2: $AMZN [--] Fair value vs MAG7 ( 26x F.P/E) [--] 10% downside vs 50% upside [--] Growth + retail + robotics ๐ [--] Base case +45% until Jan '27 [--] 15% of my port ( $207 avg ) [--] Robotics (Anthropic) + retail [--] AWS SlowDown"
X Link 2026-02-09T22:16Z [--] followers, [--] engagements
"3: Dividends (15%) $VZ $O $MO $ENB $PEP $ABBV $CVX ๐๐ป My perfect blend/combination of high dividend yields (6% ) plus low beta vs $SPY ( 0.52% ) + These companies are golden financially stable and low valuations ( under 10x F.P/E ) ๐๐ป Monthly DCA for a 3-year double of initial๐ต"
X Link 2026-02-09T22:16Z [--] followers, [--] engagements
"๐จ PORTFOLIO UPDATE ๐จ ๐ช ADDITIONS TO MY 'DIVIDEND HEAVEN' $KMB $PFE $DUK ๐ข MORE $MSFT at $402 ๐ง Found out that $DXY acts as a hedge for EUR investors in times of struggle in the US equity markets ๐๐ป Basically it has gone up in '00 '08 '22 & '24 so it's an hedge"
X Link 2026-02-11T21:06Z [--] followers, [--] engagements
"Some quality information for my fellow investors; if you have some time feel free to give it a read $MSFT $AMZN $AAPL $VZ $PEP $ENB https://open.substack.com/pub/valuetalks/p/2026-safety-mapr=7hrbyu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/valuetalks/p/2026-safety-mapr=7hrbyu&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-12T21:10Z [--] followers, [--] engagements
"๐จPUBLIC PORTFOLIO๐จ https://link.blossomsocial.com/7uYa/3kot97rw https://link.blossomsocial.com/7uYa/3kot97rw"
X Link 2026-02-08T19:00Z [--] followers, [--] engagements
"I'm continuously amazed by $GOOG Gemini AI after [--] days of using it a lot. I really think $GOOGL is leading this whole AI game simply because of how interpreted their services are in everyone's devices. Just Crazy. Good Job Google I hope to be a shareholder one day ๐
"
X Link 2026-02-09T22:58Z [--] followers, [--] engagements
"$DDOG Q4'25 in [--] hours ๐๐ป This Software name has a bigger impact on sentiment around these stocks than people realize. ๐๐ป Imma post an update as soon as they report; it's gonna be an important morning for SaaS to show as that strength is really back ๐ค๐ผ $MSFT $ZETA $PLTR $ADBE"
X Link 2026-02-10T09:07Z [--] followers, [---] engagements
"$DDOG Q4'25 ๐ข DOUBLE BEAT ๐"
X Link 2026-02-10T12:02Z [--] followers, [---] engagements
"$DDOG Q4'25 ๐ขEPS: $0.55 vs $0.46 ๐ขREVENUE: $886M vs $852M ๐ข693 ARR Subs with $1M+ pay ๐ข30% YoY Revenue growth And they say ''Software is dead''๐คก Yeah you're right; in a parallel universe maybe $DDOG Q4'25 in [--] hours ๐๐ป This Software name has a bigger impact on sentiment around these stocks than people realize. ๐๐ป Imma post an update as soon as they report; it's gonna be an important morning for SaaS to show as that strength is really back ๐ค๐ผ $MSFT $ZETA $PLTR $ADBE $DDOG Q4'25 in [--] hours ๐๐ป This Software name has a bigger impact on sentiment around these stocks than people"
X Link 2026-02-10T12:06Z [--] followers, [---] engagements
"๐จ NFP & Job Reports ๐จ [---] HRS First actual real time reports since Oct'25 Gov. Shutdown This is gonna be a 'show me' news for the market; Miss= bad Beat or in-line = okay Though a miss could imply higher chance of a rate cut in March so the game is KINDA not over"
X Link 2026-02-11T10:49Z [--] followers, [--] engagements
"$SPY $DJI $QQQ THATS A BEAT NONFARM PAYROLLS FOR JANUARY COME IN AT +130K VS EXPECTATIONS OF +70K okay we really needed that NONFARM PAYROLLS FOR JANUARY COME IN AT +130K VS EXPECTATIONS OF +70K okay we really needed that"
X Link 2026-02-11T13:31Z [--] followers, [---] engagements
"๐จPRE-MARKET PORT UPDATE๐จ ๐ช BOUGHT $HOOD ๐ข MORE $AMZN ๐ $GOOGL $META Reason of a 'pre-market buy' ๐๐ป Was waiting for NFP and it's a HUGE beat so we are NOT cooked. ๐๐ป Happy to be a new shareholder of RobinHood Markets after I've sold it at $40 and regreted it since ๐
"
X Link 2026-02-11T14:04Z [--] followers, [---] engagements
"๐จ MY 1st MISTAKE ๐จ I've been talking about $GRAB a lot. I owned the stock for [---] yrs and it's been dead money. Sold it all last week for $MSFT & $AMZN Q4'25 is OKAY at best. Not great and not what I'd want for a $10 by [----] We all make mistakes: it's important to mive on"
X Link 2026-02-11T22:18Z [--] followers, [----] engagements
"๐จ OPINION ๐จ This might be a boring year (backed by a lot of data) which means we get to accumulate a lot of money into the greatest companies of the world for [--] months I like buying $MSFT $AMZN & $META here; but if they go lower imma LOVE it Remember buy now & enjoy later"
X Link 2026-02-12T11:24Z [--] followers, [--] engagements
"๐ช DIVIDEND HEAVEN ๐ช My divvy heaven port is officially BUILT for now. ๐ข Today's addition: $ES ๐๐ป ALL: $VZ $ABBV $MO $CVX $ENB $PEP $O $KMB $ES $PFE ๐๐ป Status: up 3.1% in [--] trading days๐ ๐๐ป Cash: 33% ( +15% incoming) ๐ First divvy-s coming next month"
X Link 2026-02-12T15:35Z [--] followers, [--] engagements
"๐จ CPI REPORT ๐จ โซ YoY CPI: 2.4% vs 2.5% ๐ข CORE CPI: 0.3% vs 0.3% ๐ด M/M CPI: 0.2% vs 0.3% Not so good in terms of broader economy-driven sentiment; MIGHT be good for rate cut expectations. We'll see ๐
I'm saving my ammo $QQQ $SPY $DJI $NVDA $AMZN $MSFT $GLD $SLV"
X Link 2026-02-13T13:30Z [--] followers, [---] engagements
"๐จ CAUTION ๐จ TODAY'S GREEN MIGHT BE FAKE ๐๐ป Trump LOVES to strike on long weekends (ex. Maduro) + he has recently postured his carriers to do so WAIT till Tuesday ๐๐ป RISK OF BUYING: Dump next week I'm sitting on 40% cash rn. NFA ( They're buying bonds ๐ฎ ) $QQQ $SPY $DJI"
X Link 2026-02-13T17:32Z [--] followers, [--] engagements
"$DDOG is up 12% in the pre-markets; congats to all the shareholders who held (and even bough) through this bs 'Search is dead [---] - ahh' situation"
X Link 2026-02-10T12:12Z [--] followers, [--] engagements
"๐ขUS10Y [-----] (4.145%) ๐ข $MSFT $420 fighting for more ๐ข $AMZN +0.4% ๐ขMy "Divvy Heaven 8" is up 2% aswell ๐ ๐๐ป That's what you call a 'Stock picker's market' If you picked it well you're happy today"
X Link 2026-02-10T14:56Z [--] followers, [--] engagements
"$MSFT is actively fighting for us ๐ข We got a $400+ close yesterday in the midst of chaos MEANING; - Higher low was created - Possible change of structure - If we get a close above $420 next week $500 is in the horizon ๐ซก ๐จ Anything below $415 is a heavy buy for me FYI NFA"
X Link 2026-02-13T15:40Z [--] followers, [---] engagements
"@LeStonkJames Fr๐ญ The fact that they're all short covering today might actually show there is less shorts on $AMZN to cover so it's not as green while also not dumping into fearful sentiment: might actually be a hidden display of authentic buying interest (just my theory tho ๐
)"
X Link 2026-02-13T19:40Z [--] followers, [--] engagements
"๐ขPORTFOLIO UPDATE๐ข ๐ช BUY $PPLT (Weekend Physical) ๐ข MORE $ZETA @ $19.2 (-2%๐ต) ๐ข MORE $RBRK@ $64.8 (-1%๐ต) ๐ $AMZN $NVDA $OSS Cash amount: 46% ๐๐ป OVERALL: SaaS sector resilience I'm lucky to be well positioned into these plays as they're turning green today amidst the weakness. https://twitter.com/i/web/status/2013666988829151708 https://twitter.com/i/web/status/2013666988829151708"
X Link 2026-01-20T17:36Z [--] followers, [---] engagements
"@amitisinvesting Pretty interesting to see how much money is being wiped out from MAG7s while other stocks are either green or barely red - what's your opinion on this Amit I'm curious to hear"
X Link 2026-01-20T19:42Z [--] followers, [----] engagements
"๐ PRE-MARKET UPDATE ๐ ๐ข $NDX FUTURES +0.4% ๐ข $SPY FUTURES +0.35% ๐ข CRYPTO $BTC & $ETH +1/2% ๐ช $ZETA +2% & $RBRK +0.7% ๐ ๐ง Some weakness is present in Large-Caps like $NVDA & $AMZN fighting to stay green in the pre ๐ฆ Earnings season starting with $NFLX double-beat but weak guidance (typical for their Q4s so its okay) TODAY: Some banks and $JNJ ๐ฃ TRUMP SPEAKING (DAVOS) ๐ด https://twitter.com/i/web/status/2013883659430859064 https://twitter.com/i/web/status/2013883659430859064"
X Link 2026-01-21T07:57Z [--] followers, [--] engagements
"๐ข THE RISE OF $GRAB ๐ข Amidst all this chaos Grab stock managed to gain almost 4.5% on Tuesday - recovering from the lows ๐๐ป Today it's fighting for $4.7s in the pre-market ( up another 2% ) ๐๐ป REASON: Indonesian SuperBank $SUPA has been performing well - up 25% since IPO $GRAB has been continuously announcing the increases in their equity stake of this big bank: Reaching more than 12% as of yesterday - which is obviously good for Grab's cash reserves as their large investment asset is performing so well. ๐ง I think we see Grab back above $5 sooner than later. Bullish."
X Link 2026-01-21T08:14Z [--] followers, [---] engagements
"#trump Trump speech in [--] minutes Brace for impact or relax ๐ค We'll see $SPY $SPX $NDX flat pre-market"
X Link 2026-01-21T13:22Z [--] followers, [--] engagements
"I'm not American so I have no right of 'taking sides' in terms of politics Imma just say that I've listened to what Trump had to say today at Davos and I pretty much agree with most of it. $SPY +1% $AMZN $NVDA $GOOGL flat SmallCaps $IWM green 10:30 AM ET"
X Link 2026-01-21T15:39Z [--] followers, [--] engagements
"@TheRonnieVShow Tbh they can still happen - I wouldn't fomo into this trade. It's best to leave cash untouched for now imo"
X Link 2026-01-21T20:09Z [--] followers, [--] engagements
"โช DAILY RECAP โช Stock Market successfully erases the 2-day loss that was induced by US - Greenland tensions after Trump and EU announced 'productive talks' & no tariffs ๐๐ป Today's macro data is mixed but the most important metrics such as *Core CPI & *Unemployment numbers came 'in line' with / or 'better than' the exoectations. ๐๐ป I haven't initiated any heavy buy orders 'cause I still expect volatility in the near-term though - I did increase some of my positions like $ZETA & $RBRK ( [----] & [--] ) and they are already up by 'high single-digit percentages' so thats a win."
X Link 2026-01-22T19:09Z [--] followers, [--] engagements
"$ZETA is starting to get some serious attention right now ๐๐ป Their business has been on a spotlight recently - being featured on some big & serious accounts and that's for one reason: ๐๐ปThey really are a great company who's stock is still cheap in this bubbly market. ๐๐ป I'm happy to have spotted this company before the hype & I'm welcoming all the FOMO even though I wouldn't label it as FOMO until we breach $35s but yeah. Bullish $ZETA https://twitter.com/i/web/status/2014617523346444454 https://twitter.com/i/web/status/2014617523346444454"
X Link 2026-01-23T08:33Z [--] followers, [---] engagements
"@karlbooklover Do you see it going back up to stabilize around a [---] or continued weakness I curious because I'm new to forex stuff"
X Link 2026-01-24T12:54Z [--] followers, [--] engagements
"@karlbooklover Yeah I gues hawkish fed suprise would give it some steam right"
X Link 2026-01-24T13:05Z [--] followers, [--] engagements
"I don't wanna be hostile towards your opinion - but if you are purely technical you will miss out on a lot. That's simply because strong fundamentals+sentiment easily over-powers any technical analysis. Imo TA should be used as addition to an already existing fundamental thesis. Bullish $GRAB https://twitter.com/i/web/status/2015394838057713956 https://twitter.com/i/web/status/2015394838057713956"
X Link 2026-01-25T12:02Z [--] followers, [--] engagements
"๐ข SUNDAY UPDATE ๐ข ๐ด $BTC BLEEDING ( risk-off ) ๐ด $IXIC Nasdaq100 ( -0.5% ) ๐ฐ Ongoing geo-political tensions ๐ฐ New U.S. - Canada tensions ๐ฐ No major U.S. - EU updates ๐ฐ Uncertainty ahead of FED ๐ฃ ๐๐ป Implications: possible $DXY stabilization towards thursday risk-off sentiment is present. EXPECT VOLATILITY $VIX https://twitter.com/i/web/status/2015473390027469180 https://twitter.com/i/web/status/2015473390027469180"
X Link 2026-01-25T17:14Z [--] followers, [--] engagements
"๐ด U.S. FUTURES ๐ด $SPX -1% $USTECH -1.3% $IWM -2% $VIX +3% $DJI -0.8%"
X Link 2026-01-25T23:02Z [--] followers, [---] engagements
"๐ขPORTFOLIO UPDATE๐ข ๐ข MORE $GRAB@4.55 -(-2% ๐ต) ๐ข MORE $ZETA@20.9-(-3% ๐ต) ๐ $INTC $37 (will buy) ๐ $OSS $8 (will buy) Cash amount: 41% ๐ง Weak $DXY + mood-induced weakness in those stocks = Small additions to my (already existing) positions. ๐๐ป ๐ Weak Dollar is actually good for EMs like $GRAB & $DLO and some aspects of SaaS borrowing costs (especially domestic ones). https://twitter.com/i/web/status/2015832560450888136 https://twitter.com/i/web/status/2015832560450888136"
X Link 2026-01-26T17:01Z [--] followers, [--] engagements
"This bull market analog chart shows that we might have more uspide in the short term: what's interesting is that 'the first slight dip' comes right around mid-terms and the chart implies the possible choppy year ( '26 ) Keep that in mind. $SPY $SPX"
X Link 2026-01-27T11:24Z [--] followers, [--] engagements
"Bought more $RBRK & $ZETA today Not gonna miss out on the next SaaS boom Bullish"
X Link 2026-01-27T18:43Z [--] followers, [---] engagements
"$GRAB BOUGHT MORE TODAY bullish I see a lot of negative sentiment on $GRAB because the stock hasn't done anything Yet all lines are going up - GMV $3.6B ๐ $5.8B - Monthly Users 33.3M ๐ 47.7M - Deliveries Revenue $294M ๐ $465M - Mobility Revenue $194M ๐ $317M - Financial Revenue $36M ๐ $90M - EBITDA https://t.co/sGmgsYX1r6 I see a lot of negative sentiment on $GRAB because the stock hasn't done anything Yet all lines are going up - GMV $3.6B ๐ $5.8B - Monthly Users 33.3M ๐ 47.7M - Deliveries Revenue $294M ๐ $465M - Mobility Revenue $194M ๐ $317M - Financial Revenue $36M ๐ $90M -"
X Link 2026-01-28T20:56Z [--] followers, [---] engagements
"@CharlySianipar7 @TheRayMyers Patience is the key to success in investing. Every single time I messed up was either panic or no patience. $GRAB gonna slingshot up to $6 towars summer fs"
X Link 2026-01-28T20:57Z [--] followers, [---] engagements
"People fail to understand that SaaS is the foundation of technology. The whole 'Sell Saas-Buy AI' trade is dumb - It's the same as neglecting the base of a building. ๐๐ป This is why I'm buying companies like $ZETA $RBRK & $GRAB while they're cheap and neglected: They're essential"
X Link 2026-01-29T08:20Z [--] followers, [----] engagements
"@BullsAndBrews $ZETA & $GRAB 'till today but bought $MSFT at $420 I love it"
X Link 2026-01-29T18:50Z [--] followers, [---] engagements
"@BullsAndBrews Honestly I trimmed like 50% of $GRAB for it because I consider it a generational opportunity - [----] shares left though so it's not like I'm bearish just taking some profits and balancing positions"
X Link 2026-01-29T18:55Z [--] followers, [---] engagements
"๐จPORTFOLIO UPDATE๐จ ๐ช BOUGHT $MSFT@ $420.99 (-20% ๐ต) The day $SPY $DJI $IWM was red I became a very happy investor. Proud to announce that I'm a new Microsoft Shareholder. Not planning to sell at $500 nor $600 -Not soon. I'm in for the long run. Bullish. Cash amount: 21%"
X Link 2026-01-29T19:14Z [--] followers, [---] engagements
"$ZETA bullish $ZETA back in a correction. With the structure of the former impulse broken we are now in a correction with an overshooting B-wave again. Target stays the same at $35. Be patient here Zeta is going to explode https://t.co/pxzPZMTHL7 $ZETA back in a correction. With the structure of the former impulse broken we are now in a correction with an overshooting B-wave again. Target stays the same at $35. Be patient here Zeta is going to explode https://t.co/pxzPZMTHL7"
X Link 2026-01-30T18:50Z [--] followers, [---] engagements
"@amitisinvesting @grok does this bitcoin price action 'mean' that monday will be bad for stocks or not essentially"
X Link 2026-01-31T18:08Z [--] followers, [---] engagements
"Bought $VG last week ๐RECENTLY ANTICIPATED USES ๐SpaceX Starship / Super Heavy [----] TONS of liquified gas ๐ฆ
Falcon [--] expected to use approx. [----] TONS overall ๐NASA SLS expected around [----] TONS (Liquid methane & oxide) Huge demand for LNG and overall for $VG $LNG"
X Link 2026-01-04T18:33Z [--] followers, [---] engagements
"FUTURES: $NDX +0.3% $SPY +0.1% $LNG Natural gas -3.5% PMs $SLV & Crypto $BTC UPโ
Essentially we're getting early flat-negative action in risk-on assets while metals like $GLD are acting as a 'safe heaven' MY TAKE: As I mainly invest in tech semis and mid-large caps: They could suffer this week as MMs might be preparing for a 'rugpull' with US-VN war not fully priced in. Expect $180 on $NVDA soon. https://twitter.com/i/web/status/2008087524627951856 https://twitter.com/i/web/status/2008087524627951856"
X Link 2026-01-05T08:05Z [--] followers, [---] engagements
"๐ข $TSM EARNINGS ๐ข ๐ฅ DOUBLE BEAT ๐ฅ ๐ตREV: $33.7B vs $32.8B ๐ฒEPS: $2.35 vs $2.20 ๐ฐNET INCOME: $506B vs $473B ๐ธGROSS MARGIN: 62.3% vs 60% ๐คAI REVENUE: +67% vs +64.5% GUIDANCE: 35%+ vs 25% [----] CapEx: $55.5B vs $49B MY TAKE: Absolutely HUGE beats on top & bottom for #TSMC. Proving once again that AI is real and growing with CAPEX & GUIDANCE confirming the multi-year demand for AI Tech. Bullish . https://twitter.com/i/web/status/2011735828985221515 https://twitter.com/i/web/status/2011735828985221515"
X Link 2026-01-15T09:42Z [--] followers, [--] engagements
"Zeta Global is a profitable cash-generative enterprise SaaS company with rapid revenue growth and expanding margins while trading at a deeply discounted valuation due to small-cap neglect and an out-of-favor SaaS tape. ๐ Its' core advantage is an 18-year proprietary deterministic identity data moat (2.4B+ profiles) that enables a full-stack AI Marketing Cloud capable of replacing fragmented mar-tech stacks. ๐ With [--] consecutive quarters of beat-and-raise execution strong land-and-expand dynamics (180 customers spending $1M+ annually) accelerating free cash flow and operating leverage"
X Link 2026-01-17T14:55Z [--] followers, [--] engagements
"๐ [----] ๐ MY LARGEST LIQUID POSITIONS: ๐๐ป $GRAB at 30% @ $4.5 $ZETA at 20% @ $20.5 $RBRK at 15% @ $68 $NVDA at 15% @ $174 Others together: 20% ๐๐ป BASE-CASE PRICE TARGETS ๐ฏ Nvidia $230 ๐ฏ ๐ฏ Grab $7 ๐ฏ ๐ฏ Rubrik $100 ๐ฏ ๐ฏ Zeta Global $40 ๐ฏ ๐๐ป IMPLIED BASE-CASE PROFIT: 220% Bear case: 0% as I will not sell for at least [--] years ๐ BULLISH https://twitter.com/i/web/status/2012548395211087949 https://twitter.com/i/web/status/2012548395211087949"
X Link 2026-01-17T15:31Z [--] followers, [---] engagements
"@TheRonnieVShow Nothing special this week but might add some $GRAB next week if everything goes well - $DXY weakening could positively impact EM if I'm right. Do you have any opinions on EM's performance in comparison to dollar weakening"
X Link 2026-01-24T14:12Z [--] followers, [---] engagements
"@Gubloinvestor Closely watching $IOT & grabbing more $GRAB if we get $4.20 ๐ Might add some $RBRK and $ZETA aswell if they suffer from volatility"
X Link 2026-01-25T17:26Z [--] followers, [---] engagements
"๐ STOCKS I'M INTERESTED IN ๐ $GRAB at $4.20 would be lovely even though I might buy more anyways while it's under $5 $RBRK at $60 same as Grab: it is attractive at $65 aswell $ZETA at $18 (prolly won't happen) $AMZN below $215 ( loading up ) $NVDA below $170 (slow add-ons) https://twitter.com/i/web/status/2015544104986288489 https://twitter.com/i/web/status/2015544104986288489"
X Link 2026-01-25T21:55Z [--] followers, [---] engagements
"๐จWEDNESDAY๐จ $GRAB continues to capture SEA market with a solid 1.5% regional market share growth YoY Solid start to Q4 '25 by important AI-Infra companies $STX FOMC Meeting 2PM ET Jerome Powell speech 2:30 MAG7 Earnings: $MSFT $META $TSLA SaaS & Tech Semis: $NOW $ASML"
X Link 2026-01-28T11:02Z [--] followers, [---] engagements
"๐จ U.S. FUTURES ๐จ $SPY $DJI $NDX $IWM SLIGHTLY DOWN but stable $GLD $XAUUSD $SLV $XAGUSD Nasty dumping 3% + $BTC $ETH $SOL Weak not very stable -2% + $DXY stable might hit $100 soon"
X Link 2026-02-01T23:09Z [--] followers, [---] engagements
"Folks futures seem to be going up towards an essentially 'flat' level. At this point I'm considering closing some of my high-beta positions (at least partially) in order to pursue safety and less volatility in a shape of low-beta stocks. I'm eyeing $MSFT $AMZN & $VZ Yes or no YES / TRIM HIGH BETA NO / KEEP IT SAME COMMENT (else) YES / TRIM HIGH BETA NO / KEEP IT SAME COMMENT (else)"
X Link 2026-02-01T23:45Z [--] followers, [---] engagements
"UPDATE: SMALLCAPS $IWM GO GREEN - $SPY may be following"
X Link 2026-02-01T23:53Z [--] followers, [--] engagements
"I'm not deep in commodities no more other than some platinum I came across for cheap. Just wanted to express my disgust towards the way institutions are acting in terms of hiking $SLV & $GLD margins. I knew this would happen and sold my [--] ounces 3๐ ago but here we are again"
X Link 2026-02-01T23:57Z [--] followers, [---] engagements
"Imma be 100% honest here: I trimmed $ZETA today. Not because anything changed fundamentaly but because I ran into SaaS game a little too much & it's been giving me headaches Rn I am up in cash from 21% to 40% & eyeing low-beta giants ex. $MSFT # Chasing safety over risky gains"
X Link 2026-02-02T15:14Z [--] followers, [---] engagements
"โจSprinkled some more $MSFT into my portfolio after-hours at $422.60 - not a heavy buy 'cause this is 'the top' of my buying price range but happy to add as always. Cash balance: 35% Eyeing $AMZN this week as they report Q4 '25 on thursday: Anything below $230 is a heavy buy fm"
X Link 2026-02-02T22:24Z [--] followers, [--] engagements
"Nice little recovery on U.S. Dollar $DXY after suffering for the past few trading days. I guess that's what happens when Trump nominates a (precievably) hawkish FED Chair Kevin Warsh ๐๐ป By the way by doing a lot of research I concluded that he hasn't been so hawkish lately FYI"
X Link 2026-02-02T23:41Z [--] followers, [--] engagements
"๐จ PRE-MARKET OVERVIEW ๐จ $SPY +0.25% $NDX +0.3% $DJI +0.1% $SLV $GLD $COPEX +5 to 10% SaaS: $PLTR +12%๐ $MSFT +0.7% $ZETA +2.5% $RBRK +1% Overall this is a relatively okay pre-market situation though some volatility $VIX wpuldn't surprise at open"
X Link 2026-02-03T09:02Z [--] followers, [--] engagements
"@Samuel244b I'm currently 35% cash and considering safe big companies like $AMZN & $MSFT at these prices - I'm not saying they won't go lover but the 'guilt' of missing out at [--] year old while I still have my precious time if greater than the fear of some more downside"
X Link 2026-02-03T19:34Z [--] followers, [--] engagements
"@amitisinvesting $AMZN looking attractive here at [---] as some of us missed 225s recently"
X Link 2026-02-04T17:00Z [--] followers, [---] engagements
"๐ด EUR-BASED INVESTORS ๐ด If you are a long-term investor who is compounding into the U.S. Stock Market: I HAVE GOOD NEWS ๐๐ป When $DXY weakens while Euro $EXY rises - we get a very specific situation in which EUR-Based investors benefit HEAVILY. THIS IS WHY (ANALOGY) ๐๐ป"
X Link 2026-01-24T20:21Z [--] followers, [--] engagements
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