# ![@jaqpik Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2008615621899284487.png) @jaqpik Jaqpik

Jaqpik posts on X about $smci, $pypl, $vale, company the most. They currently have [---------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2008615621899284487/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008615621899284487/c:line/m:interactions.svg)

- [--] Week [-----] -25%
- [--] Month [------] +487%

### Mentions: [--] [#](/creator/twitter::2008615621899284487/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008615621899284487/c:line/m:posts_active.svg)


### Followers: [---------] [#](/creator/twitter::2008615621899284487/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008615621899284487/c:line/m:followers.svg)

- [--] Week [--] +6.10%
- [--] Month [--] +46%

### CreatorRank: [---------] [#](/creator/twitter::2008615621899284487/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2008615621899284487/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$smci](/topic/$smci), [$pypl](/topic/$pypl), [$vale](/topic/$vale) #36, [company](/topic/company), [dividend](/topic/dividend), [growth](/topic/growth), [$adbe](/topic/$adbe), [$are](/topic/$are), [$ttd](/topic/$ttd), [in the](/topic/in-the)

**Top accounts mentioned or mentioned by**
[@charlesliang](/creator/undefined) [@bradocapital](/creator/undefined) [@rentyourstocks](/creator/undefined) [@markmahanes](/creator/undefined) [@kaitlancollins](/creator/undefined) [@newcomerinvest](/creator/undefined) [@sundarpichai](/creator/undefined) [@alexcapital01](/creator/undefined) [@thexcapitalist](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@investingvisual](/creator/undefined) [@dividendtalks](/creator/undefined) [@suericgp](/creator/undefined) [@pkfund](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@stocktwits](/creator/undefined) [@samsolid57](/creator/undefined) [@jessecoheninv](/creator/undefined) [@alc2022](/creator/undefined) [@morningstarinc](/creator/undefined)

**Top assets mentioned**
[Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [VALE S.A. (VALE)](/topic/$vale) [Adobe, Inc. (ADBE)](/topic/$adbe) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Snap, Inc. (SNAP)](/topic/$snap) [BCE, Inc. (BCE)](/topic/$bce) [Brookfield Corporation (BN)](/topic/$bn) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Novo-Nordisk (NVO)](/topic/$nvo) [TORM plc Class A Common Stock (TRMD)](/topic/$trmd) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [GitLab Inc. (GTLB)](/topic/$gtlb) [Figma, Inc. (FIG)](/topic/$fig) [Docusign Inc (DOCU)](/topic/$docu) [Duolingo, Inc.  (DUOL)](/topic/$duol)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My portfolio heading into [----]. Thinking about investing more in $ARE $PYPL $CSU $AMZN $BCE $SMCI"  
[X Link](https://x.com/anyuser/status/2008665046176628998)  2026-01-06T22:20Z [--] followers, [---] engagements


"@NewcomerInvest $BAM is a little interesting again but did well with original spin off"  
[X Link](https://x.com/jaqpik/status/2009094748234240091)  2026-01-08T02:48Z [--] followers, [---] engagements


"@sundarpichai Why does $GOOG just buy $PYPL at these valuations and have a massive combined MOAT"  
[X Link](https://x.com/jaqpik/status/2010464834077458732)  2026-01-11T21:32Z [--] followers, [---] engagements


"@alexcapital01 This is exciting to think we might have a catalyst for $PYPL finally"  
[X Link](https://x.com/jaqpik/status/2010470512082686005)  2026-01-11T21:54Z [--] followers, [---] engagements


"@thexcapitalist $META should partner with $BN"  
[X Link](https://x.com/jaqpik/status/2010473211830702578)  2026-01-11T22:05Z [--] followers, [---] engagements


"@BradoCapital @BillBrewsterTBB Do you think it's going to climb again though ML did not die and he didn't build CSU to die easily either"  
[X Link](https://x.com/jaqpik/status/2010545550135796052)  2026-01-12T02:53Z [--] followers, [--] engagements


"@InvestingVisual I want to buy into $TTD I just don't know what to make of the share buyback level just to keep from diluting shares from stock based compensation. I think the founder could be friendlier to shareholders so everyone could win"  
[X Link](https://x.com/jaqpik/status/2010547498423586976)  2026-01-12T03:00Z [--] followers, [---] engagements


"$VALE might outperform this year if stocks rotate based on new CEO with CFO cred record iron ore output cost discipline and big growth in #copper. Is it time for a re-rating to a higher multiple The CEO promises to unlock massive value ahead The company pays you well in the meantime through dividends. #Mining https://twitter.com/i/web/status/2010552268819402892 https://twitter.com/i/web/status/2010552268819402892"  
[X Link](https://x.com/jaqpik/status/2010552268819402892)  2026-01-12T03:19Z [--] followers, [--] engagements


"@DividendTalks PayPal Adobe and AMD for sure"  
[X Link](https://x.com/jaqpik/status/2010918413162729725)  2026-01-13T03:34Z [--] followers, [--] engagements


"It's not the end of the world but I just need this for myself today looking at $SMCI $GTLB and $FIG. I think they are all great buys again today. People entering here I think will be very happy"  
[X Link](https://x.com/jaqpik/status/2011114514930938226)  2026-01-13T16:33Z [--] followers, [---] engagements


"@SuEricGP The more I follow $PYPL and $SMCI the more skeptical I have become about analysts short sellers and bank reports"  
[X Link](https://x.com/jaqpik/status/2011261161392783734)  2026-01-14T02:16Z [--] followers, [---] engagements


"@BradoCapital When you use the chat it needs to be cleaner on how to follow the answers. The UX needs work on the flow and reading"  
[X Link](https://x.com/jaqpik/status/2011635337978933315)  2026-01-15T03:03Z [--] followers, [--] engagements


"@PK_Fund I feel very suspicious about the analyst coverage on this company. If they had a different CEO they could flip the narrative but Charles the engineer is not the communicator that a Juang is"  
[X Link](https://x.com/jaqpik/status/2011759583887540435)  2026-01-15T11:17Z [--] followers, [---] engagements


"For those who own the 596.8M shares of $SMCI hold on tight and stop selling them cheaply. We can all go to the moon together. 🌖🚀"  
[X Link](https://x.com/jaqpik/status/2012230204781977843)  2026-01-16T18:27Z [--] followers, [--] engagements


"@Mindset4Money_X I am a happy $SNAP holder I want to do a house renovation when it 👻 🚀"  
[X Link](https://x.com/jaqpik/status/2012293077814186085)  2026-01-16T22:37Z [--] followers, [---] engagements


"@Stocktwits A real IPO lesson for everyone on this stock. I really wanted to buy Canva at IPO but will wait and see this time around"  
[X Link](https://x.com/jaqpik/status/2012499036515819688)  2026-01-17T12:15Z [--] followers, [---] engagements


"@samsolid57 I struggled with all the stock based compensation with $TTD. I wouldn't normally care but to be buying back shares at such a high rate just to offset the SBC seems like it is not about the common shareholder"  
[X Link](https://x.com/jaqpik/status/2012592061115981841)  2026-01-17T18:25Z [--] followers, [---] engagements


"I remember this IPO day. I considered selling on day one after a nice gain but before I knew it we were where we are today. https://x.com/i/trending/2012444228325179393 https://x.com/i/trending/2012444228325179393"  
[X Link](https://x.com/jaqpik/status/2012609670020518275)  2026-01-17T19:35Z [--] followers, [--] engagements


"@JesseCohenInv Do you think Canva holds off in this software slump"  
[X Link](https://x.com/jaqpik/status/2013377990768414924)  2026-01-19T22:28Z [--] followers, [---] engagements


"@alc2022 You should do a deep dive into the Atlantic Meridional Overturning Circulation"  
[X Link](https://x.com/jaqpik/status/2013935076694729143)  2026-01-21T11:21Z [--] followers, [--] engagements


"Green days are fun. It is nice to see the VIX [-----] at last check today"  
[X Link](https://x.com/jaqpik/status/2014359435888488794)  2026-01-22T15:28Z [--] followers, [--] engagements


"@BradoCapital $NVO"  
[X Link](https://x.com/jaqpik/status/2014437604259774606)  2026-01-22T20:38Z [--] followers, [---] engagements


"@RentYourStocks What makes you think $ADBE buys $DOCU"  
[X Link](https://x.com/jaqpik/status/2014496288239231126)  2026-01-23T00:31Z [--] followers, [---] engagements


"@RentYourStocks Why do you think they are for sale I guess is the better question"  
[X Link](https://x.com/jaqpik/status/2014512291681538419)  2026-01-23T01:35Z [--] followers, [--] engagements


"I spent the weekend looking at falling knives in SaaS and $ADBE stands out as the one I think I should buy. 36% ROIC growing cash flow and seriously depressed P/E and EV/FCF ratios. + @MorningstarInc #DeepValue"  
[X Link](https://x.com/jaqpik/status/2015198176865661049)  2026-01-24T23:01Z [--] followers, [--] engagements


"Some images for fun made inside $ADBE 🚀"  
[X Link](https://x.com/jaqpik/status/2015198616659390587)  2026-01-24T23:02Z [--] followers, [--] engagements


"EV/GP is useful for $ADBE because youre valuing a very highmargin subscription SaaS business on the dollars of gross profit it produces. Adobe is looking like the cheapest it has ever been maybe I am buying in 📈"  
[X Link](https://x.com/jaqpik/status/2015202921147728144)  2026-01-24T23:19Z [--] followers, [--] engagements


"@TacticzH $NVO is clearly going to beat Peleton"  
[X Link](https://x.com/jaqpik/status/2015506617723236632)  2026-01-25T19:26Z [--] followers, [---] engagements


"How is the $TTD P/E ratio still so high after all the drawdowns Crazy that it was so high and now a good company is getting pummelled. I am looking to start a position but may as well wait. What will the P/E settle at do people think"  
[X Link](https://x.com/jaqpik/status/2015814890301038821)  2026-01-26T15:51Z [--] followers, [---] engagements


"$ADBE is about 1/2 the P/E"  
[X Link](https://x.com/jaqpik/status/2015815561276543488)  2026-01-26T15:54Z [--] followers, [--] engagements


"@PronkDaniel I am not convinced $ADBE should be that high on the list"  
[X Link](https://x.com/jaqpik/status/2015817510629552137)  2026-01-26T16:02Z [--] followers, [---] engagements


"@WillBiddy_ I want to buy the dip personally. I am just shocked the P/E is still high at the current dip levels"  
[X Link](https://x.com/jaqpik/status/2015878084084322555)  2026-01-26T20:02Z [--] followers, [---] engagements


"I have been watching these three stocks fall. $ADBE $DUOL $HUBS 🔪 I put these charts together @fiscal_ai and interested in others thoughts. Based on this quick analysis it looks like Adobe and Duolingo are going to be steals and maybe HubSpot needed to come back down. Any thoughts from others https://twitter.com/i/web/status/2012196805996323270 https://twitter.com/i/web/status/2012196805996323270"  
[X Link](https://x.com/jaqpik/status/2012196805996323270)  2026-01-16T16:14Z [--] followers, [---] engagements


"It is interesting to see $TTD continuing to come back to a realistic P/E ratio. Realistically I think the P/E should be in the 20s at minimum. Preferably mid-20s. I do want to add it to my portfolio. I just find it interesting how the P/E got so high on this one and the SBC doesn't help the vibes on this stock. https://twitter.com/i/web/status/2016168944520871996 https://twitter.com/i/web/status/2016168944520871996"  
[X Link](https://x.com/jaqpik/status/2016168944520871996)  2026-01-27T15:18Z [--] followers, [----] engagements


"@Atticus44351 I was looking at the GAAP P/E. It still has a GAAP P/E higher than Netflix right now and it just still feels high. What are you thinking is a reasonable entry point"  
[X Link](https://x.com/jaqpik/status/2016188659301495111)  2026-01-27T16:36Z [--] followers, [--] engagements


"What is happening in SaaS is reminding my of @MarkMahane's book Nothing But Net: [--] Timeless Stock-Picking Lessons from One of Wall Streets Top Tech Analysts. He talk's about moments like this"  
[X Link](https://x.com/jaqpik/status/2016240889425764662)  2026-01-27T20:04Z [--] followers, [--] engagements


"What is happening in SaaS is reminding me of @MarkMahane's book Nothing But Net: [--] Timeless Stock-Picking Lessons from One of Wall Streets Top Tech Analysts. He talk's about moments like this"  
[X Link](https://x.com/jaqpik/status/2016241151443968290)  2026-01-27T20:05Z [--] followers, [--] engagements


"@JonahLupton It still has a GAAP P/E higher that Netflix. I want to buy into $TTD but thing it will still come down at this point"  
[X Link](https://x.com/jaqpik/status/2016249093341761863)  2026-01-27T20:36Z [--] followers, [---] engagements


"$Vale has momentum but its still so cheap vs peers and the dividend yield is great. Very happy shareholder and miners hat off to the new CEO. VALE trades around 1.5x forward sales vs 1.8x for Rio 3.0x for Fortescue and 3.1x for BHP while yielding 7% in dividends"  
[X Link](https://x.com/jaqpik/status/2016635986784985516)  2026-01-28T22:14Z [--] followers, [--] engagements


"What a day out there. I think the SaaS sector is going to outperform the AI sector when it is done falling. Some amazing cash flow generating machines being taken to the wood shed"  
[X Link](https://x.com/jaqpik/status/2016961690441585042)  2026-01-29T19:48Z [--] followers, [--] engagements


"Does anyone have a sense of if $PYPL advertisement inventory will be able to $TTD TTD could plug PayPal in as a premium commercemedia supply and data partner similar to how it works with retailmedia networks today. I am thinking it would speed up the advertising revenue coming into PayPal https://twitter.com/i/web/status/2018043577964855597 https://twitter.com/i/web/status/2018043577964855597"  
[X Link](https://x.com/jaqpik/status/2018043577964855597)  2026-02-01T19:27Z [--] followers, [---] engagements


"@MMatters22596 I am debating a purchase this week or if I should wait and see if it falls to the $18 support level. It seems unrational but everything is falling"  
[X Link](https://x.com/jaqpik/status/2018122406393471429)  2026-02-02T00:40Z [--] followers, [---] engagements


"Big week ahead for my portfolio: FIG is sitting at 52-week lows and an IPO belly flop. TRMD FTN TF and AI look solid on income with doubledigit or high singledigit yields locked in. The real action starts Feb [--] as PYPL SMCI SNAP GOOG AMZN and BCE all report"  
[X Link](https://x.com/jaqpik/status/2018122616029036631)  2026-02-02T00:41Z [--] followers, [---] engagements


"Looking forward to $PYPL and $SMCI earnings this week. I know it is just one more quarter but they seem important. It's time for both these companies to give shareholders something to get excited about. There has been a lot of waiting"  
[X Link](https://x.com/jaqpik/status/2018424724091503025)  2026-02-02T20:42Z [--] followers, [---] engagements


"Any thoughts out there on institutional rotations on the $PYPL stock It's primarily owned by institutions and despite $6B/yr buybacks the multiple is still crushed. I'd like to see the dividend cut speedier execution on high margin activities and some insider buying 😉 @acce"  
[X Link](https://x.com/jaqpik/status/2018430900845826465)  2026-02-02T21:06Z [--] followers, [---] engagements


"This is an analysis of Marcel's chart by Perplexity. The upper-left quadrant (high margin immediate revenue) contains PayPal's core growth enginesBNPL Branded Checkout and Venmowhile Ads Manager's exceptional 50% operating margin positions it as the highest-ROI near-term opportunity despite 6-month launch timeline. https://twitter.com/i/web/status/2018445943310356733 https://twitter.com/i/web/status/2018445943310356733"  
[X Link](https://x.com/jaqpik/status/2018445943310356733)  2026-02-02T22:06Z [--] followers, [---] engagements


"@Couch_Investor I think I am just going to hold. maybe buy more once I hear from new CEO but I feel burned by the last two CEOs now"  
[X Link](https://x.com/jaqpik/status/2018679795186348149)  2026-02-03T13:35Z [--] followers, [---] engagements


"IMHO $PYPL Jamie Miller is handling the earnings call disaster well. She seems like a rock there at least"  
[X Link](https://x.com/jaqpik/status/2018683194120294833)  2026-02-03T13:49Z [--] followers, [---] engagements


"$SMCI: The thesis isn't complicated. Record Q2 revenue of $12.7B (+123% YoY) with massive $13B+ backlog. The valuations are way to low for this stock. If a fraction of the SaaS multiple compression moves over into AI SMCI deserves way more love. 💗"  
[X Link](https://x.com/anyuser/status/2018855340054634753)  2026-02-04T01:13Z [--] followers, [---] engagements


"Is it just me or were the analysts on that $SMCI earnings call rude and obnoxious at times. Hats off to the company and all the revenue coming your way in the future. Do the best you can @charlesliang keeping up with the demand. Hire someone like @kaitlancollins to run your IR"  
[X Link](https://x.com/anyuser/status/2018898303912440186)  2026-02-04T04:03Z [--] followers, [---] engagements


"@xai With $SMCI servers 🚀"  
[X Link](https://x.com/jaqpik/status/2019229730067914830)  2026-02-05T02:00Z [--] followers, [---] engagements


"$SNAP subscription engine is quietly becoming a monster at 24M subscribers (up 71% YoY) and the community is now within striking distance of 1B. The pivot to high-intent paying users at global scale is exactly what you want to see in the next leg of this story. We also get the see the Spectacle later this year 🕶 https://t.co/1QMifEixLr https://t.co/1QMifEixLr"  
[X Link](https://x.com/anyuser/status/2019234570298630520)  2026-02-05T02:20Z [--] followers, [---] engagements


"Congrats to $BN on the $BAM results. Great results and thank you for the spinoff when you did. That is how you create value"  
[X Link](https://x.com/anyuser/status/2019377135354626362)  2026-02-05T11:46Z [--] followers, [--] engagements


"@theresa_perrin I think I am buying [----] more shares of $SNAP. I'm happy to bet on the founder. I think he will make this right"  
[X Link](https://x.com/jaqpik/status/2019500965829775663)  2026-02-05T19:58Z [--] followers, [---] engagements


"@michaeljburry I have always been interested in this stock but from a circle of competence perspective I still dont understand what they do and I doubt most investors do either. If the price soes go to [--] again Ill try to understand it again"  
[X Link](https://x.com/jaqpik/status/2021047986302652915)  2026-02-10T02:26Z [--] followers, [----] engagements


"$Vale s quarter = copper growth + cash 🚀 Copper revenue +24% YoY to $3.6B. On top of that Vale is sending $2.8B back to shareholders between Januarys extra payout and Marchs $1.8B dividend/IOC. A stealth copper + high yield + plus a value play IMHO hiding in plain sight still. https://twitter.com/i/web/status/2022317811897356686 https://twitter.com/i/web/status/2022317811897356686"  
[X Link](https://x.com/anyuser/status/2022317811897356686)  2026-02-13T14:31Z [--] followers, [--] engagements


"Alexandria REIT $ARE has doubled its property count and roughly tripled Same Property Net Operating Income over the past decade yet trades at a fraction of its old FFO multiple. Fundamentals up price down. With a P/B of .6 my plan is to collect a quality and safe dividend while this would grows. Deep value dividends health sector good management. Looking forward to tomorrow's report. https://twitter.com/i/web/status/2015766876391944482 https://twitter.com/i/web/status/2015766876391944482"  
[X Link](https://x.com/jaqpik/status/2015766876391944482)  2026-01-26T12:40Z [--] followers, [---] engagements


"Just reading the 10-K. Balance sheet reset happened. $ARE exits [----] with 5.7x net debt/EBITDA 97% fixedrate debt 12year term and 5.3B in liquidity. The new dividend yields 6% with only a 33% FFO payout. I think my dividends are safe throughout all the headwinds. Looking forward to the recovery now Alexandria REIT $ARE has doubled its property count and roughly tripled Same Property Net Operating Income over the past decade yet trades at a fraction of its old FFO multiple. Fundamentals up price down. With a P/B of .6 my plan is to collect a quality and safe dividend https://t.co/4HycC72RL9"  
[X Link](https://x.com/jaqpik/status/2015939208569856269)  2026-01-27T00:05Z [--] followers, [---] engagements


"I know $ARE dipped a little yesterday but happy it didn't keep dipping today. This is a well managed company. I think shareholders will be rewarded here long term and can rest easy about their dividend now. 💤"  
[X Link](https://x.com/jaqpik/status/2016168206637904075)  2026-01-27T15:15Z [--] followers, [--] engagements


"Im no market expert but Im impressed that $ARE is up today after the company shared some tough truths and real balancesheet discipline in its 10K yesterday. https://www.perplexity.ai/finance/ARE https://www.perplexity.ai/finance/ARE"  
[X Link](https://x.com/jaqpik/status/2016241966497870243)  2026-01-27T20:08Z [--] followers, [---] engagements


"@Ashton_1nvests I hope the founders in $SNAP at least through shareholders a bone here eventually. There is so much value to be unlocked and shareholders have not been insignificant in getting the company this far"  
[X Link](https://x.com/jaqpik/status/2022731509728268576)  2026-02-14T17:55Z [--] followers, [--] engagements


"Still happy to own $BCE: meeting [----] targets record 43.6% EBITDA margin 10% FCF growth to $3.2B and a 1.75/share dividend backed by a fibre and AIdriven FCF plan. It's also some piece of mind in a volatile market I'd be surprised if more CAD doesn't go to this stock at the depressed prices. https://twitter.com/i/web/status/2019389098671181962 https://twitter.com/i/web/status/2019389098671181962"  
[X Link](https://x.com/anyuser/status/2019389098671181962)  2026-02-05T12:34Z [--] followers, [---] engagements


"Seeing some serious accumulation in $HUBS after earnings. 🚀 Price popped on 2x avg volume OBV spiked higher and ADX is [--] signalling strong trend strength behind the buying not just a random bounce https://www.tradingview.com/chart/HUBS/OBBDmHo6-Is-big-money-seeing-a-bottom-to-the-SaaS-collapse/ https://www.tradingview.com/chart/HUBS/OBBDmHo6-Is-big-money-seeing-a-bottom-to-the-SaaS-collapse/"  
[X Link](https://x.com/anyuser/status/2022735807610560975)  2026-02-14T18:12Z [--] followers, [--] engagements


"Vale momentum copper growth and cash - $VALE https://www.tradingview.com/chart/VALE/rAT3uKa7-Vale-momentum-copper-growth-and-cash/ https://www.tradingview.com/chart/VALE/rAT3uKa7-Vale-momentum-copper-growth-and-cash/"  
[X Link](https://x.com/anyuser/status/2022724127065264610)  2026-02-14T17:26Z [--] followers, [--] engagements


"$Vale momentum copper growth and cash - ⛏ https://www.tradingview.com/chart/VALE/rAT3uKa7-Vale-momentum-copper-growth-and-cash/ https://www.tradingview.com/chart/VALE/rAT3uKa7-Vale-momentum-copper-growth-and-cash/"  
[X Link](https://x.com/anyuser/status/2022724697776087448)  2026-02-14T17:28Z [--] followers, [--] engagements


"$TRMD is at 52-wk highs. OBV accumulation confirmed ADX [-----] = strong trend. The to ban 🛢. Compliant product tanker fleets like TORM's getting scarcer while ton-miles lengthen. P/E under [--] 8.3% yield. Maybe the geopolitics gets this stock back to all time highs"  
[X Link](https://x.com/anyuser/status/2022773826551968084)  2026-02-14T20:43Z [--] followers, [--] engagements


"My portfolio heading into [----]. Thinking about investing more in $ARE $PYPL $CSU $AMZN $BCE $SMCI"  
[X Link](https://x.com/anyuser/status/2008665046176628998)  2026-01-06T22:20Z [--] followers, [---] engagements


"$TRMD is at 52-wk highs. OBV accumulation confirmed ADX [-----] = strong trend. The to ban 🛢. Compliant product tanker fleets like TORM's getting scarcer while ton-miles lengthen. P/E under [--] 8.3% yield. Maybe the geopolitics gets this stock back to all time highs"  
[X Link](https://x.com/anyuser/status/2022773826551968084)  2026-02-14T20:43Z [--] followers, [--] engagements


"Seeing some serious accumulation in $HUBS after earnings. 🚀 Price popped on 2x avg volume OBV spiked higher and ADX is [--] signalling strong trend strength behind the buying not just a random bounce https://www.tradingview.com/chart/HUBS/OBBDmHo6-Is-big-money-seeing-a-bottom-to-the-SaaS-collapse/ https://www.tradingview.com/chart/HUBS/OBBDmHo6-Is-big-money-seeing-a-bottom-to-the-SaaS-collapse/"  
[X Link](https://x.com/anyuser/status/2022735807610560975)  2026-02-14T18:12Z [--] followers, [--] engagements


"$Vale momentum copper growth and cash - ⛏ https://www.tradingview.com/chart/VALE/rAT3uKa7-Vale-momentum-copper-growth-and-cash/ https://www.tradingview.com/chart/VALE/rAT3uKa7-Vale-momentum-copper-growth-and-cash/"  
[X Link](https://x.com/anyuser/status/2022724697776087448)  2026-02-14T17:28Z [--] followers, [--] engagements


"Vale momentum copper growth and cash - $VALE https://www.tradingview.com/chart/VALE/rAT3uKa7-Vale-momentum-copper-growth-and-cash/ https://www.tradingview.com/chart/VALE/rAT3uKa7-Vale-momentum-copper-growth-and-cash/"  
[X Link](https://x.com/anyuser/status/2022724127065264610)  2026-02-14T17:26Z [--] followers, [--] engagements


"$Vale s quarter = copper growth + cash 🚀 Copper revenue +24% YoY to $3.6B. On top of that Vale is sending $2.8B back to shareholders between Januarys extra payout and Marchs $1.8B dividend/IOC. A stealth copper + high yield + plus a value play IMHO hiding in plain sight still. https://twitter.com/i/web/status/2022317811897356686 https://twitter.com/i/web/status/2022317811897356686"  
[X Link](https://x.com/anyuser/status/2022317811897356686)  2026-02-13T14:31Z [--] followers, [--] engagements


"$BN Best company in Canada [--] years owning this name and many more years to go 17% dividend increase 🥂 congratulations to all shareholders"  
[X Link](https://x.com/anyuser/status/2022113961953702363)  2026-02-13T01:01Z [----] followers, [----] engagements


"$SNAP is the most undervalued tech stock in the market right now. Their subscription revenue alone is now at a 1B dollar run rate"  
[X Link](https://x.com/anyuser/status/2021272595903979949)  2026-02-10T17:18Z [----] followers, [----] engagements


"Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like"  
[X Link](https://x.com/anyuser/status/2020905398564540592)  2026-02-09T16:59Z 1M followers, 207.7K engagements


"Sharing this classic rock this morning in honour of a great $SMCI earnings reports. Well done @charlesliang and company on the daily grind and keeping up with demand https://youtu.be/ybtl9qVFAjcsi=lw9ibgnAB5FtaSbB https://youtu.be/ybtl9qVFAjcsi=lw9ibgnAB5FtaSbB"  
[X Link](https://x.com/anyuser/status/2020864417357775074)  2026-02-09T14:16Z [--] followers, [---] engagements


"@charlesliang At the 2:47 mark of this video I am imagining Charles and the team getting on stage dancing like that old Microsoft video with Gates Balmer and others LOL. I wish I had their demand problems"  
[X Link](https://x.com/anyuser/status/2020865886576336958)  2026-02-09T14:22Z [--] followers, [--] engagements


"Still happy to own $BCE: meeting [----] targets record 43.6% EBITDA margin 10% FCF growth to $3.2B and a 1.75/share dividend backed by a fibre and AIdriven FCF plan. It's also some piece of mind in a volatile market I'd be surprised if more CAD doesn't go to this stock at the depressed prices. https://twitter.com/i/web/status/2019389098671181962 https://twitter.com/i/web/status/2019389098671181962"  
[X Link](https://x.com/anyuser/status/2019389098671181962)  2026-02-05T12:34Z [--] followers, [---] engagements


"https://x.com/i/trending/2019160814364586096 https://x.com/i/trending/2019160814364586096"  
[X Link](https://x.com/anyuser/status/2019386555039674697)  2026-02-05T12:24Z [--] followers, [--] engagements


"Congrats to $BN on the $BAM results. Great results and thank you for the spinoff when you did. That is how you create value"  
[X Link](https://x.com/anyuser/status/2019377135354626362)  2026-02-05T11:46Z [--] followers, [--] engagements


"$SNAP subscription engine is quietly becoming a monster at 24M subscribers (up 71% YoY) and the community is now within striking distance of 1B. The pivot to high-intent paying users at global scale is exactly what you want to see in the next leg of this story. We also get the see the Spectacle later this year 🕶 https://t.co/1QMifEixLr https://t.co/1QMifEixLr"  
[X Link](https://x.com/anyuser/status/2019234570298630520)  2026-02-05T02:20Z [--] followers, [---] engagements


"SNAP 👻 Snap helps me stay in touch with my teenage sons; they do not say much but at least I get proof of life snaps regularly in a way I never managed with Apple Messages or Facebook Messenger. I might http://x.com/i/article/2015864549510152193 http://x.com/i/article/2015864549510152193"  
[X Link](https://x.com/anyuser/status/2015876273420304835)  2026-01-26T19:55Z [--] followers, [---] engagements


"$SMCI to al the shorts out there I will remind you this is the most UNDERVALUED AI play out there. In January of [----] this went from $30 to $107 in less than [--] days. Anything is possible with $SMCI. Time to squeeze the shorts LFG"  
[X Link](https://x.com/anyuser/status/2019026062232199506)  2026-02-04T12:31Z 21.5K followers, [----] engagements


"Congratulations to the $ENPH shareholders today. I've been following the stock and didn't see 35% move today coming. 🤯🤑"  
[X Link](https://x.com/anyuser/status/2019062600642814131)  2026-02-04T14:56Z [--] followers, [--] engagements


"Is it just me or were the analysts on that $SMCI earnings call rude and obnoxious at times. Hats off to the company and all the revenue coming your way in the future. Do the best you can @charlesliang keeping up with the demand. Hire someone like @kaitlancollins to run your IR"  
[X Link](https://x.com/anyuser/status/2018898303912440186)  2026-02-04T04:03Z [--] followers, [---] engagements


"$SMCI: The thesis isn't complicated. Record Q2 revenue of $12.7B (+123% YoY) with massive $13B+ backlog. The valuations are way to low for this stock. If a fraction of the SaaS multiple compression moves over into AI SMCI deserves way more love. 💗"  
[X Link](https://x.com/anyuser/status/2018855340054634753)  2026-02-04T01:13Z [--] followers, [---] engagements


"I am not going to try to figure out the math but probably one of the worst days ever for my portfolio. DANG"  
[X Link](https://x.com/anyuser/status/2018719208217948301)  2026-02-03T16:12Z [--] followers, [--] engagements

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