#  @jonnagap Jonnagap Jonnagap posts on X about $googl, ai, matter, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1311905122193211392/interactions)  - [--] Week [-----] -82% - [--] Month [------] +1,112% - [--] Months [-------] +7.80% - [--] Year [-------] +15,885% ### Mentions: [--] [#](/creator/twitter::1311905122193211392/posts_active)  - [--] Month [--] -73% - [--] Months [---] -26% - [--] Year [---] +3,162% ### Followers: [---] [#](/creator/twitter::1311905122193211392/followers)  - [--] Week [---] +0.63% - [--] Month [---] +2.90% - [--] Months [---] +6.30% - [--] Year [---] +531% ### CreatorRank: [---------] [#](/creator/twitter::1311905122193211392/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 69% [technology brands](/list/technology-brands) 38% [finance](/list/finance) 25% [cryptocurrencies](/list/cryptocurrencies) 6% [social networks](/list/social-networks) 4% [fashion brands](/list/fashion-brands) 4% [automotive brands](/list/automotive-brands) 2% [financial services](/list/financial-services) 1% [countries](/list/countries) 1% [luxury brands](/list/luxury-brands) 1% **Social topic influence** [$googl](/topic/$googl) 10%, [ai](/topic/ai) 9%, [matter](/topic/matter) 7%, [$nvda](/topic/$nvda) 7%, [meta](/topic/meta) 6%, [$intu](/topic/$intu) 6%, [$mco](/topic/$mco) 5%, [$spgi](/topic/$spgi) 5%, [business](/topic/business) 5%, [$tsm](/topic/$tsm) 5% **Top accounts mentioned or mentioned by** [@saynototrading](/creator/undefined) [@dissectmarkets](/creator/undefined) [@annisen](/creator/undefined) [@qualityinvest5](/creator/undefined) [@pythiar](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@intuitmachine](/creator/undefined) [@benbajarin](/creator/undefined) [@pradeeepk](/creator/undefined) [@177](/creator/undefined) [@566](/creator/undefined) [@jukan05](/creator/undefined) [@grok](/creator/undefined) [@chriscamillo](/creator/undefined) [@capexandchill](/creator/undefined) [@niurnwrites](/creator/undefined) [@nominonomino](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@qualityequities](/creator/undefined) [@daveyjuice](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intuit Inc. (INTU)](/topic/$intu) [Moody's Corporation (MCO)](/topic/$mco) [S&P Global Inc (SPGI)](/topic/$spgi) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Heima (HEI)](/topic/$hei) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Microsoft Corp. (MSFT)](/topic/microsoft) [Williams Companies Inc (WMB)](/topic/$wmb) [Reddit, Inc. (RDDT)](/topic/$rddt) [Mastercard, Inc. (MA)](/topic/$ma) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Adobe, Inc. (ADBE)](/topic/$adbe) [UnitedHealth Group (UNH)](/topic/$unh) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [PepsiCo, Inc. (PEP)](/topic/$pep) [Neurobro (BRO)](/topic/$bro) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Msci Inc (MSCI)](/topic/$msci) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Duolingo, Inc. (DUOL)](/topic/$duol) [Bitcoin (BTC)](/topic/bitcoin) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Tesla, Inc. (TSLA)](/topic/tesla) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Now Coin (NOW)](/topic/$now) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Advanced Micro Devices (AMD)](/topic/$amd) ### Top Social Posts Top posts by engagements in the last [--] hours "@jukan05 @grok whats the investment thesis here. Which stocks benefit from this" [X Link](https://x.com/jonnagap/status/2018315299817247021) 2026-02-02T13:27Z [---] followers, [----] engagements "Companies that are reliant on lending millions and billions of dollars need historical data and a worldwide universally accepted ratings system. Moving over to to some new AI tool is not sensible risk management when stakes are so high. It doesnt matter what happens with technology but reputation credibility and universal acceptability cannot be replicated overnight. $MCO spent decades building that network and reputation. If Im jumping off an airplane I wanna make sure I get the best parachute and the one with the most elaborate historical track record of performing. Not something that just" [X Link](https://x.com/jonnagap/status/2018735813555589483) 2026-02-03T17:18Z [---] followers, [---] engagements "Actually I think this is even dumber than the GLP-1 fears. We are talking about the risk management strategies of billion dollar corporations. The cost of a credit rating services is so minuscule compared to the risks. It is protecting them from. Its like saying people are always going to buy the cheapest parachute before jumping off the plane https://twitter.com/i/web/status/2018828196259528940 https://twitter.com/i/web/status/2018828196259528940" [X Link](https://x.com/jonnagap/status/2018828196259528940) 2026-02-03T23:25Z [---] followers, [---] engagements "@anni_sen @dissectmarkets Do you guys feel strongly about any software names that you think are unfairly grouped in to this mix The only name I feel that way about is maybe $AXON (if thats actually the reason here)" [X Link](https://x.com/jonnagap/status/2019118719461650809) 2026-02-04T18:39Z [---] followers, [---] engagements "Yup I added heavily to $MCO and $SPGI in that order. Cant imagine multi million dollar lending decisions and transactions deciding to no longer value Moodys ratings and going with Anthropics new rating product 😄 Plus everyone is pretending like Moodys just vowed to never integrate AI or related tools into their arsenal https://twitter.com/i/web/status/2019138321885122744 https://twitter.com/i/web/status/2019138321885122744" [X Link](https://x.com/jonnagap/status/2019138321885122744) 2026-02-04T19:57Z [---] followers, [---] engagements "@PythiaR $PEP earnings is durable. It is not betting on Google not nearing self reliance with most of the TPU buildout. Its a matter of when and not if. Amazon and Microsoft are also on the same path. The rest are too small to truly move the needle" [X Link](https://x.com/jonnagap/status/2019149802093650039) 2026-02-04T20:43Z [---] followers, [---] engagements "@ChrisCamillo The problem is Google is there in with them on Anthropic. Its not an exclusive relationship and Google Cloud/TPU combo is not easy to go up against" [X Link](https://x.com/jonnagap/status/2019511598998765746) 2026-02-05T20:41Z [---] followers, [----] engagements "Yep. Its all fine and well when the revenue growth rates closely track the cap spend trajectory . The moment there is a lag or clear disconnect that could be catastrophic for the stock. Imagine when they report slower than expected growth rates but still have to on the same call say they will be going 30% over what the market estimated As their capex budget. How does the market react then How long can they digest that lag or disconnect https://twitter.com/i/web/status/2019561747980472418 https://twitter.com/i/web/status/2019561747980472418" [X Link](https://x.com/jonnagap/status/2019561747980472418) 2026-02-06T00:00Z [---] followers, [--] engagements "@CapexAndChill @QualityInvest5 Marcos was so underrated for so long that he even ended up retiring" [X Link](https://x.com/jonnagap/status/2020001178780930256) 2026-02-07T05:06Z [---] followers, [--] engagements "@SixSigmaCapital I really like $RDDT here as well. Opened a position today. In many ways it is the exact opposite of AI disruption. What can be more valuable in the long-term than pure human generated content that is full of context and long form personal information" [X Link](https://x.com/jonnagap/status/2021027897071501740) 2026-02-10T01:06Z [---] followers, [---] engagements "There is no word in [----] that is more toxic than Quality Compounder $MCO $SPGI $BRO $FICO $MA $MSCI I can list ten more. But whats the point. Every YouTube video and articles we spent studying these wonderful moats and ROIC magic - all gone to crap 😆 I just have to thank my luck I rotated out of a lot of those names late last year to get into cash and some semis. Complete train wreck https://twitter.com/i/web/status/2021334984540238247 https://twitter.com/i/web/status/2021334984540238247" [X Link](https://x.com/jonnagap/status/2021334984540238247) 2026-02-10T21:26Z [---] followers, [---] engagements "@niurn_writes @QualityInvest5 Maybe $MCO but not $SPGI" [X Link](https://x.com/jonnagap/status/2021781679145091318) 2026-02-12T03:01Z [---] followers, [--] engagements "I have to say that there is no perfect app out there. Every single app has an army of critics. Is there a benchmark financial/brokerage app that $HOOD should be put against I havent tried them all but as a UI I personally think Robinhood is superior to Vanguard IBKR and Schwab. Even more important it is by far the fastest evolving. https://twitter.com/i/web/status/2021782489446891936 https://twitter.com/i/web/status/2021782489446891936" [X Link](https://x.com/jonnagap/status/2021782489446891936) 2026-02-12T03:04Z [---] followers, [---] engagements "@dissectmarkets @anni_sen Yup. Dont want to be the CTO who decided to save money on Cyber products and went with some vibe coded newbie. Career suicide" [X Link](https://x.com/jonnagap/status/2019133958462832949) 2026-02-04T19:40Z [---] followers, [--] engagements "Looking at these trends I am struggling to find a reason why someone should not be be 50% or more in $SPY Its getting harder and harder to see through the haze. The panic reactions to disruption risk with individual names are getting more extreme. Maybe this is a phase. Maybe not. But one thing I want to do myself is to start having a larger weight to the $SPY. https://twitter.com/i/web/status/2022788612283089141 https://twitter.com/i/web/status/2022788612283089141" [X Link](https://x.com/jonnagap/status/2022788612283089141) 2026-02-14T21:42Z [---] followers, [--] engagements "@nomino_nomino @joecarlsonshow Could you have imagined coding would be a nearly useless skill [--] years ago Or that one can digest the info of a [----] page document in a couple of minutes I think you are overestimating our ability to imagine whats possible in the future" [X Link](https://x.com/jonnagap/status/2022814059951694295) 2026-02-14T23:23Z [---] followers, [--] engagements "@SayNoToTrading I agree. $RDDT is not a $META. Will never be. But it may still make a great investment due to the fact that it may be one of the last standing forms of long form human communication" [X Link](https://x.com/jonnagap/status/2022759806126231951) 2026-02-14T19:48Z [---] followers, [---] engagements "@SayNoToTrading For sure. The TAM is significantly smaller and international is not even a comparison to Meta. I think just the repository of knowledge and personal context in there is very valuable. That however doesnt make a great stock. So just a small position for me now" [X Link](https://x.com/jonnagap/status/2022819004847374828) 2026-02-14T23:43Z [---] followers, [--] engagements "@qualityequities Great buy here. I have always had $V and $MA together at 5-6% of my portfolio. Taking it higher now. They are Intrinsically geared to win in an inflationary environment. Plus compared to Visa $MA is the one with more international exposure and tailwinds" [X Link](https://x.com/jonnagap/status/1991141680557269474) 2025-11-19T13:49Z [---] followers, [---] engagements "@davey_juice Same here. Added today. Hope we see $AXON fall to below $500. Would really like to make it a 5% position. Going into [----] I want maximum exposure to names that are not reliant on consumer strength" [X Link](https://x.com/jonnagap/status/1991215902793076799) 2025-11-19T18:44Z [---] followers, [--] engagements "@HolySmokas That was the worry in [----] about [--] and in [--] about [--] and I will keep going on. People will keep worrying and piling into wannabes. But there is only one true leader. $NVDA" [X Link](https://x.com/jonnagap/status/1991263957001134234) 2025-11-19T21:54Z [---] followers, [---] engagements "@daniel_koss TA is BS anyway beyond what happens within a day or hours. Otherwise one of the wealthiest people in the world wont be a Buffet or another other investor. It would be some random TA guy in his basement. What a sad world that would be" [X Link](https://x.com/jonnagap/status/1991286241073983803) 2025-11-19T23:23Z [---] followers, [---] engagements "@InvestorVideos Sorry. You got the wrong Michael Burry. Take care" [X Link](https://x.com/jonnagap/status/1991286668528099395) 2025-11-19T23:25Z [---] followers, [----] engagements "@Ross__Hendricks Demand for compute is from Freebies The question remains Which rock do you live under What about AWS Azure and GCP What about $Meta printing profits from improved Ad delivery from Gen Ai. Please stop embarrassing yourself. Its painful to watch" [X Link](https://x.com/jonnagap/status/1991289680650789046) 2025-11-19T23:37Z [---] followers, [---] engagements "@DrTomsLens Just because they predicted one market anomaly/crash they think they can see things better than others. Jensen has $100B of his own net worth in $NVDA and he is the sharpest one around. Plain silly" [X Link](https://x.com/jonnagap/status/1991290414842724696) 2025-11-19T23:40Z [---] followers, [--] engagements "@danielnewmanUV They will never learn. They think they can figure this out better than Jensen who has $100B of his net worth tied to $NVDA" [X Link](https://x.com/jonnagap/status/1991291048518131780) 2025-11-19T23:42Z [---] followers, [---] engagements "@KennyCap_Phd If $NVDA is Enron then you must be Warren Buffet. You know what I mean" [X Link](https://x.com/jonnagap/status/1991291637742395774) 2025-11-19T23:44Z [---] followers, [----] engagements "@LiebermanAustin I thought you were waiting on $NBIS $50" [X Link](https://x.com/jonnagap/status/1991291791367077957) 2025-11-19T23:45Z [---] followers, [---] engagements "@thexcapitalist Nope. Need more pain $DUOL" [X Link](https://x.com/jonnagap/status/1991291918496440513) 2025-11-19T23:46Z [---] followers, [---] engagements "@Nostre_damus Few understandthat not everything can deduced from Bitcoin movement 😆" [X Link](https://x.com/jonnagap/status/1991295084373885285) 2025-11-19T23:58Z [---] followers, [---] engagements "@StealthQE4 Ummmm you need to look at revenue growth vs inventory growth Mr. Sherlock. Revenue has 6x" [X Link](https://x.com/jonnagap/status/1991295879832076793) 2025-11-20T00:01Z [---] followers, [---] engagements "@AutismCapital Jensen was like Bro I got earnings call coming up. Enough of the bazillion dollar jokes" [X Link](https://x.com/jonnagap/status/1991296412651315331) 2025-11-20T00:03Z [---] followers, [----] engagements "Where all loose Short term oriented Seriously The so called capex arms race is between cloud service providers who are all seeing accelerating cloud revenue growth. Literally every company in the developed world is a customer of one of these [--] names. How is Apple even relevant in that conversation or topic of capex spend Meta is the only non-hyperscaler capex spender and they have seen an outsize acceleration to their ad growth and cost of serving. And overcome the roadblocks Tim Cook placed on them. Have your seen the tragectory of $META margins from the past [--] years It looks and sounds very" [X Link](https://x.com/jonnagap/status/1991358529731510767) 2025-11-20T04:10Z [---] followers, [--] engagements "@SixSigmaCapital Its almost 32% just to get back to ATH from Cpl months ago. Just 50% in [--] years sounds very pessimistic. I think its closer to a double than it is to 50%. Unless of course there is a huge market downturn all together" [X Link](https://x.com/jonnagap/status/1991359874622771497) 2025-11-20T04:16Z [---] followers, [----] engagements "@Ashton_1nvests [----] shares of $NVDA 😆" [X Link](https://x.com/jonnagap/status/1991360193763111058) 2025-11-20T04:17Z [---] followers, [----] engagements "I agree. This is a market where beating the index is becoming harder and harder for even very skilled investors or anyone who is not extremely overweight on Semis. Very unhealthy in my opinion. Personally I am just waiting to take some a decent amount of profits come Jan [--] and try tax loss harvest a few names before end of year. Want to start [----] with a much larger than usual cash position 🤞" [X Link](https://x.com/jonnagap/status/1991540663276474676) 2025-11-20T16:14Z [---] followers, [----] engagements "I dont think its a must have. Especially considering your theme of strong moats. I think $Uber has zero switching costs for driver and user. I shop Lyft and uber every time and go with whoever is cheaper. Once ready Tesla and Google will go on their own. Or even if uber is part of the play its not going to get a big slice of the profits. Thats just my opinion" [X Link](https://x.com/jonnagap/status/1991945829935206805) 2025-11-21T19:04Z [---] followers, [---] engagements "I have been accumulating $AXON as well. Very much surprised as I was expecting a quick reversal. If it gets under [---] I will make it a top [--] position. I love growth names that are not tied to consumer strength or the job market. I would put this in the same category as $ISRG. The past few months allowed me to more than double my $ISRG position. Hope to do the same with $AXON" [X Link](https://x.com/jonnagap/status/1992239240596332582) 2025-11-22T14:30Z [---] followers, [---] engagements "Joseph why overweight $SPGI over $MCO I feel Moodys is a far superior business and less prone to disruption risk than S&P. I own both as well. But my $MCO position is 2x $SPGI I feel S&P is too disparate in focus and has many parts of the business that drag it down and have some disruption risk. Moodys is much better setup to capitalize on the tailwinds. The last 5+ years of market multiple and performance seem to suggest that the combined intelligence of the markets feel the same way. https://twitter.com/i/web/status/1992320187152879984 https://twitter.com/i/web/status/1992320187152879984" [X Link](https://x.com/jonnagap/status/1992320187152879984) 2025-11-22T19:52Z [---] followers, [----] engagements "Maybe so. But I find that being a near monopoly in something so critical is more attractive than being so diversified that one cannot enjoy the true fruits of a market upswing. I guess you can look at it both ways. But overall I feel $SPGI has a lot more weak parts of the business than Moodys. End of the day both are great companies to own" [X Link](https://x.com/jonnagap/status/1992588654653378572) 2025-11-23T13:38Z [---] followers, [--] engagements "@ramahluwalia So Im taking it that $NOW is not the 2nd stock on your focus with $TEAM being one of them Agree on the valuation. Definitely too rich. Would love to see mid 700s" [X Link](https://x.com/jonnagap/status/1992628122299269451) 2025-11-23T16:15Z [---] followers, [--] engagements "@Deenobrown123 @IntuitMachine And $TSM is all of them. Micros And everyone else you can name" [X Link](https://x.com/jonnagap/status/1992659425803591873) 2025-11-23T18:20Z [---] followers, [---] engagements "@ape_detective @IntuitMachine I think thats the right approach. Start with $TSM and get the other [--] as well. The money cant leave these [--] and go elsewhere. At least not in a substantial way" [X Link](https://x.com/jonnagap/status/1992659920911528316) 2025-11-23T18:22Z [---] followers, [--] engagements "@buccocapital If he owns Google Amazon and Meta out of his [--] odd holdings he might as well buy the index" [X Link](https://x.com/jonnagap/status/1992806533504311555) 2025-11-24T04:04Z [---] followers, [---] engagements "@QualityInvest5 Ummm where is $TSM" [X Link](https://x.com/jonnagap/status/1992954554296701071) 2025-11-24T13:52Z [---] followers, [---] engagements "@fintegrate Agree. Where does that place Amazon $AMZN" [X Link](https://x.com/jonnagap/status/1993328832598679786) 2025-11-25T14:40Z [---] followers, [--] engagements "My biggest bet is on $TSM and only then the other names. Thats the one part of the layer where the winner is almost a certainty even when looking out 5+ years. Lack of competitors and finite capacity are the best ingredients to pricing power. I dont know who the long term leader is between ASICS and Nvidia. So I have split my position between $NVDA and $AVGO. But my highest conviction bet in the semi space is $TSM. It will take an act of God for Intel Fabs to catch up" [X Link](https://x.com/jonnagap/status/1993442129025118539) 2025-11-25T22:10Z [---] followers, [---] engagements "@zerohedge Its pretty shocking to think that TPUs are among [--] other big focus items for $Goog .and they are only a generation behind $NVDA whose only focus is GPUs. What does that say about Googles depth of expertise and foresight. Amazing" [X Link](https://x.com/jonnagap/status/1993469456824324165) 2025-11-25T23:58Z [---] followers, [----] engagements "I agree with your thesis on Google and OpenAi. However I think the biggest threats to the Adobe is from other players like Figma Canva and Midjourney. I feel it is somewhat of a zero-sum battle with those players. Especially with a declining seat count everywhere due to the power of these gen-Ai tools" [X Link](https://x.com/jonnagap/status/1994425485653094749) 2025-11-28T15:17Z [---] followers, [--] engagements "@Venu_7_ I agree with the thesis. From my understanding $WMB seems to be the more stable play" [X Link](https://x.com/jonnagap/status/1995339995578609664) 2025-12-01T03:51Z [---] followers, [---] engagements "Stable in the sense it is less tied to nat gas price swings and assumptions regarding favorable export regulations etc. $WMB seems to be more of a toll-booth kind of play on Nat gas (which I think is an easier kind of company to own over the medium-long term if AI energy demand is here to stay). Also hence the valuation is fairly steep. https://twitter.com/i/web/status/1995343202652418478 https://twitter.com/i/web/status/1995343202652418478" [X Link](https://x.com/jonnagap/status/1995343202652418478) 2025-12-01T04:04Z [---] followers, [---] engagements "@daando37 @nvidia @awscloud Its going to be an ASICS vs Nvidia battle. $Amd is just left there to pick up the crumbs whenever the big guys get paranoid about being held hostage by Nvidia. Yes $AMD stock will do fine. But it aint gonna be no rocket ship" [X Link](https://x.com/jonnagap/status/1995996784213033063) 2025-12-02T23:21Z [---] followers, [--] engagements "Interesting. Would love to hear your take on TPU vs $Amzn ASICS From my understanding Amazon has adopted a more complete vertical integration and control over its custom silicon versus Google thats working with Broadcom and more recently adding Mediatek. Do you think Google will adopt the same complete control approach and is that feasible in the short term Also is Amazon significantly behind TPU because of their obsession to not give into loss of margins and near complete control" [X Link](https://x.com/jonnagap/status/1996250179767545863) 2025-12-03T16:08Z [---] followers, [---] engagements "@anni_sen Agree. I see $WMB as a major player in this. Did they come up in your analysis Whats your take on the best way to play the natural gas theme" [X Link](https://x.com/jonnagap/status/1998440199777333524) 2025-12-09T17:10Z [---] followers, [--] engagements "Williams owns a major part of the nat gas pipelines in the Data center alley area and is actively working on behind the meter private power plants. I see them as a less volatile bar gas play than a name like $EQT which is more susceptible to pricing shocks. I need to do more work on this theme but definitely appears promising. https://twitter.com/i/web/status/1998444903333007837 https://twitter.com/i/web/status/1998444903333007837" [X Link](https://x.com/jonnagap/status/1998444903333007837) 2025-12-09T17:29Z [---] followers, [--] engagements "@BenBajarin Yup. Sorry thats what I meant. By that reason I dont understand why the market is not seeing how fragile the Broadcom revenue stream is. The writing on the wall is clear. The only thing thats uncertain is the exact timeline" [X Link](https://x.com/jonnagap/status/1998865192793551271) 2025-12-10T21:19Z [---] followers, [---] engagements "@BenBajarin If you were to predict when do you see the tide turning with Google visibly declaring to integrate more vertically As of now Googles attempts appear clear but market does not seem to attribute much risk to Broadcom" [X Link](https://x.com/jonnagap/status/1999230388137259013) 2025-12-11T21:30Z [---] followers, [---] engagements "@ContrarianCurse Anthropic is not blessed with that 😄They were smart enough to focus on the right area instead of catering to broke teenagers who will never pay for any service no matter how earth shattering it is" [X Link](https://x.com/jonnagap/status/1999556672658854336) 2025-12-12T19:07Z [---] followers, [----] engagements "Completely agree. I think the ball is dropped in most cases with connecting the dots as to where the value will accrue the fastest and first. The second mistake (which was my main one in the case of AI and Nvidia) is to position size based on the scale of the opportunity. I entered Nvidia and $TSM Feb [----] and that was the right move. But I didnt size it correctly to reflect the size of the opportunity and my actual conviction level. I didnt get that fully corrected till the [----] April correction. The market never stops teaching https://twitter.com/i/web/status/2008277055398379830" [X Link](https://x.com/jonnagap/status/2008277055398379830) 2026-01-05T20:38Z [---] followers, [--] engagements "My experience was similar to yours. Saw exponential increase in ChatGPT usage amongst the younger crowd and I could easily feel the addictive/sticky nature of the product. I rightly traced back the value accretion to Nvidia and TSM came in more due to knowing how far behind intel was and the valuation gap from China fear. I never understood why the China fear discount only applies to TSM and not to every major tech companies that relies nearly 100% on them (such as Apple). But I repeatedly underestimated the size of the opportunity and never sized up both the names fully. This was a tectonic" [X Link](https://x.com/jonnagap/status/2008292638747734288) 2026-01-05T21:40Z [---] followers, [--] engagements "People just cant get over the fact that a business like $ADBE can go from being exemplary for decades to being in existential crisis in a matter of [--] months. Personally I dont care what the valuation is. I am never going to invest in a business whose best days are behind it. There are so many where the opposite is true and thats where my focus and money goes. https://twitter.com/i/web/status/2011300878410547330 https://twitter.com/i/web/status/2011300878410547330" [X Link](https://x.com/jonnagap/status/2011300878410547330) 2026-01-14T04:54Z [---] followers, [----] engagements "@LOGOinvestor @altcap The IF looks so ominous for many of these software names. There seems to be no way to confidently say yes companies will still need salesforce or workday 7-8 years out" [X Link](https://x.com/jonnagap/status/2011405372800802841) 2026-01-14T11:49Z [---] followers, [--] engagements "@SayNoToTrading $INTU is the highest quality/widest moat amongst these. But still too expensive considering how hated the space is" [X Link](https://x.com/jonnagap/status/2011406169949319537) 2026-01-14T11:52Z [---] followers, [---] engagements "Mohnish on $MU was like Buffet with $AAPL.I meant in reverse 😄 What else can one say about someone who is buddies with the USs largest memory manufacturer makes it his biggest holding and then sells it just before the biggest bull run in memory that we have ever seen and probably ever will. Unless he can explain the rationale he shouldnt be advising one other soul and no more YouTube preaching. https://twitter.com/i/web/status/2012347597638226284 https://twitter.com/i/web/status/2012347597638226284" [X Link](https://x.com/jonnagap/status/2012347597638226284) 2026-01-17T02:13Z [---] followers, [---] engagements "@BourbonInsider Even Druck blew the memory run. He bought and held Seagate for a long time and dumped it just before its biggest run. First time I have seen him fumble such an obvious one after getting in at the right time" [X Link](https://x.com/jonnagap/status/2012348200246497391) 2026-01-17T02:16Z [---] followers, [--] engagements "@Han_Akamatsu $NFLX and not even close" [X Link](https://x.com/jonnagap/status/2012377025097478241) 2026-01-17T04:10Z [---] followers, [---] engagements "Fundamentals improving is not sufficient. I believe stock prices are dictated by a single question. Are their best days behind them If the public believes a small decay in the business model/market fit has begun the big money wants to get out BEFORE it shows in the fundamentals. By the time it shows up on the chart/fundamentals its too late" [X Link](https://x.com/jonnagap/status/2014158715084013688) 2026-01-22T02:10Z [---] followers, [---] engagements "@pradeeepk Umm u mean Googles TPU The TPU can continue without Broadcom. It cant without $GOOG" [X Link](https://x.com/jonnagap/status/2014159979637326003) 2026-01-22T02:15Z [---] followers, [--] engagements "@pradeeepk Yes. But isnt that all priced in info" [X Link](https://x.com/jonnagap/status/2015225178339299832) 2026-01-25T00:48Z [---] followers, [--] engagements "@QualityInvest5 @scottbelsky The same Scott Belsky who cut and run from his role at $Adbe" [X Link](https://x.com/jonnagap/status/2015445779943448940) 2026-01-25T15:24Z [---] followers, [---] engagements "Do you expect them to say otherwise If they do their stock gets cut in half. Today and tomorrows review is meaningless if they concede to that point. Over the medium/long term you expect Google to keep passing ASICS margins when their entire stack runs on TPU If they dont move to COT Amazon will. So there is no choice in this matter. Its just a matter of when. When is a dangerous game to play in this day and age where everything seems to go at a lightning pace. https://twitter.com/i/web/status/2016124390425997516 https://twitter.com/i/web/status/2016124390425997516" [X Link](https://x.com/jonnagap/status/2016124390425997516) 2026-01-27T12:21Z [---] followers, [---] engagements "What if Googles strategy of dual paths with Mediatek and Broadcom works and Mediatek delivers on the promise Surely that has to have huge consequences for Broadcom going from being the solo vendor to their largest customer to now having to fight for a smaller piece and lower margins. Yes it doesnt mean end of the world for Broadcom but it surely changes the landscape. Just like everybody wants to move away from depending on one company for GPUs they are also going to move away from depending on one company for asics. End of the day TPU is far too critical for Google to be reliant on another" [X Link](https://x.com/jonnagap/status/2016229258037727572) 2026-01-27T19:18Z [---] followers, [--] engagements "@DeepIceValue But even with the 10% gain I think Meta is more undervalued relative to Microsoft. Especially since Meta has repeatedly demonstrated that AI is a tailwind to their core product and Microsoft has not yet done so" [X Link](https://x.com/jonnagap/status/2016685579811828069) 2026-01-29T01:31Z [---] followers, [----] engagements "@Tintincapital Maybe so. But look at the conviction level of the founder Ceo. He has left billions of his net worth/majority of his wealth in the stock. Surely he knows something. Not all founder CEO hold that level of stock" [X Link](https://x.com/jonnagap/status/2017211602076852446) 2026-01-30T12:21Z [---] followers, [---] engagements "$HEI hits it out of the park. Was adding @177 couple of weeks ago 👆HEICO Corporation Reports Record Net Income (Up 46%) Record Operating Income (Up 26%) and Record Net Sales (Up 15%) for the First Quarter of Fiscal 2025" [X Link](https://x.com/jonnagap/status/1894864461153841569) 2025-02-26T21:37Z [---] followers, [---] engagements "With each passing day Buffet looks more and more smarter. This may be his last masterclass and what a fitting way to finish 🙏" [X Link](https://x.com/jonnagap/status/1914342291956719710) 2025-04-21T15:35Z [---] followers, [---] engagements "Changed my mind and bought a full position in $UNH yesterday after hours. I believe $UNH outperforms the S&P over the next 12-24 months even though I still dislike the sector for the very long term. Here are my reasons. [--]. Incoming CEO is the best one they have had in the companys history. He was the one that built UNH into the diverse healthcare player it is today and has been Board chair since he left the CEO since [----]. So he has been completely tuned in and has the credibility to make much needed wholesale changes. [--]. Decision makers with skin in the game. The incoming CFO and current CFO" [X Link](https://x.com/jonnagap/status/1923359920126128170) 2025-05-16T12:48Z [---] followers, [---] engagements "Unlike the consensus belief $GOOG biggest threat may not come from another advanced model. I believe it will come in the form of an AI powered browser from either OpenAI or Perplexity. I can quite easily envision a browser from one of these players take hold and capture the imagination of the general public. All it needs to be is incrementally superior to Chrome and provide some advanced level of personalization that is currently lacking in Chrome. If that happens it could be catastrophic for Search. Personally I dont see a single reason for me not to switch away from Chrome to another" [X Link](https://x.com/anyuser/status/1925255037208428778) 2025-05-21T18:19Z [---] followers, [---] engagements "Whats been your most reliable signal that the market has reached irrational levels" [X Link](https://x.com/jonnagap/status/1941032169717301387) 2025-07-04T07:11Z [---] followers, [---] engagements "@SayNoToTrading Great buys there Based on a similar FWD valuation I think $heia may get interesting in the [---] range. Not sure if it gets there in this current market cycle. Dont see how defense spending cuts hurt an aftermarket parts provider. If anything an aging fleet is a tailwind for $hei" [X Link](https://x.com/jonnagap/status/1891943955941433619) 2025-02-18T20:12Z [---] followers, [---] engagements "@SayNoToTrading @Quality_stocksA Last year provided some incredible buying opportunities with $Hesay. I loaded up in the 210s and 220s and never selling a single share for a long time. I cant say the same about any other name there" [X Link](https://x.com/jonnagap/status/1893523953311764558) 2025-02-23T04:51Z [---] followers, [--] engagements "I love $RMS $HESAY cautious approach to everything. They are cautious with entering new areas of the market and also with expanding their top line. Masterclass on how to grow a business while still maintaining scarcity and the elusive quality. $RACE could learn a lot from this blueprint. https://twitter.com/i/web/status/1982123786360050040 https://twitter.com/i/web/status/1982123786360050040" [X Link](https://x.com/jonnagap/status/1982123786360050040) 2025-10-25T16:35Z [---] followers, [---] engagements "I believe so. People want to get out ahead of the likely disruption even if it turns out to be unfounded. The arch of innovation is so unpredictable and the pace so rapid right now that I think getting out is actually the responsible move. I am almost feel like its trying to time the exit and pick winners in video rental companies right after Netflix has introduced streaming Personally I have not been in any Saas/software names since [----]. I am sure there are many baby with the bath water scenarios. But I just dont see the value in trying to dig through the rubble when there are so many clear" [X Link](https://x.com/jonnagap/status/2019116572019732548) 2026-02-04T18:31Z [---] followers, [--] engagements "@SayNoToTrading I think $hei Heico looks interesting here. Would you add here" [X Link](https://x.com/jonnagap/status/1891879695903281604) 2025-02-18T15:57Z [---] followers, [---] engagements "@patientinvestt Give it to me at $350 and I will make it my top position FYI I dont own any at the moment. This after Hermes are the only [--] luxury brands worth investing in. Everything else is pretending to or trying to be luxury" [X Link](https://x.com/jonnagap/status/1905013424611803373) 2025-03-26T21:46Z [---] followers, [----] engagements "@SayNoToTrading Loaded up on $WCN and $WM these past couple of weeks. Perfect gift going into [----]. Complete no brainer" [X Link](https://x.com/jonnagap/status/1991217608343830968) 2025-11-19T18:50Z [---] followers, [---] engagements "@sachinvats Agree. This is not the bottom for these names. Cant imagine what fundamental catalyst will even come to the rescue of the software names" [X Link](https://x.com/jonnagap/status/2018946304890511823) 2026-02-04T07:14Z [---] followers, [---] engagements "@QualityInvest5 Look at the ceo. It always seems like he cant wait to get rid of his shares. Been that way since he started. Bad sign" [X Link](https://x.com/jonnagap/status/2018949463553814856) 2026-02-04T07:27Z [---] followers, [---] engagements "@dissectmarkets @anni_sen I definitely like the cyber names. Thats the one sell off that literally makes no sense. Cant think of a time when cybersecurity is more critical" [X Link](https://x.com/jonnagap/status/2019132356926623928) 2026-02-04T19:34Z [---] followers, [--] engagements "I think they are too deeply entrenched to be disrupted. At least not within the next 5-10 years. And add to it Azure and stake in OpenAI. Whatever fancy capabilities Anthropic or anyone introduces it is bound to find its way into the Microsoft suite of products with maybe a six month lag. Cant imagine Satya being complacent with this. The level of entrenchment with Microsoft products is unreal. https://twitter.com/i/web/status/2019133544514089153 https://twitter.com/i/web/status/2019133544514089153" [X Link](https://x.com/jonnagap/status/2019133544514089153) 2026-02-04T19:38Z [---] followers, [--] engagements "@dissectmarkets @anni_sen But what is the switching cost with a name like $BILL. Is it really that high 8i cant imagine the hurdle being that high with $BILL or with a name like $INTU. Even if they dont get replaced that will be extreme pricing pressure. Thats damaging enough I think" [X Link](https://x.com/jonnagap/status/2019134544415453638) 2026-02-04T19:42Z [---] followers, [--] engagements "Interesting. Havent looked into $BILL deeply. I think those kind of names survive as long as they innovating and adding features. I think names tied to headcount growth are going to get slaughtered no matter what. Productivity is skyrocketing and we are still in maybe the 2nd innings. https://twitter.com/i/web/status/2019136213450400065 https://twitter.com/i/web/status/2019136213450400065" [X Link](https://x.com/jonnagap/status/2019136213450400065) 2026-02-04T19:49Z [---] followers, [--] engagements "Besos didnt do this for several decades. His selling spree started after he stepped down and funding blue origin and living like a Hollywood star. The dude at Intuit has been doing this from the get go. If I felt I the market was completely misunderstanding my companys potential and underpricing it hugely relative to the past I am not going to be making discretionary sells. It maybe nothing but I dont see the point of taking a chance on a name that in reality maybe under real AI disruption threat. https://twitter.com/i/web/status/2019416891505144164" [X Link](https://x.com/jonnagap/status/2019416891505144164) 2026-02-05T14:24Z [---] followers, [--] engagements "Exactly. I just dont get these theories that somehow spending 50% more in capex for the year is bullish. Yes it maybe to handful of semi related stocks. Thats about it. Eventually these capex spends will have to reflect in productivity gains = slower hiring/layoffs. How will that reflect on the overall market and peoples propensity to spend freely What if some new realm of technology change renders majority of the capex spend from last couple of years seem wasteful and needless There are just so many unknowns here. https://twitter.com/i/web/status/2019567078462591218" [X Link](https://x.com/jonnagap/status/2019567078462591218) 2026-02-06T00:21Z [---] followers, [--] engagements "$INTU Just bought a full position @566. They earnings & guidance was inline despite my initial concerns about the recent heavy insider selling. No company has the vast trove of data at the consumer/SMB level as $INTU and they will be a net AI beneficiary" [X Link](https://x.com/anyuser/status/1894497012516622486) 2025-02-25T21:17Z [---] followers, [---] engagements "The perennial threat of the free govt tax software remains even though it goes against the current admins theme. This threat has been around for many years now and I think $INTU is well prepared by turning into a complete platform for SMB with Mailchimp Quickbooks & Creditkarma" [X Link](https://x.com/jonnagap/status/1894497891378397397) 2025-02-25T21:21Z [---] followers, [---] engagements "ALERT $UNH CEO Stephen Helmsley made his biggest purchase ever. Over $25 Million CFO John Rex buys nearly $5 Million. This is not just any new CEO. He already owns $300 million worth of stock. He is also the Chair of the Board and was CEO for a decade till [----] when $UNH outperformed almost every major tech stock and diversified into the vertically integrated giant that it is now. If this doesnt erase doubts where they are heading then I dont know what will" [X Link](https://x.com/anyuser/status/1923521304709222578) 2025-05-16T23:29Z [---] followers, [----] engagements "There we go guys. $INTU up now over 12%. It still has plenty of of room to run. Glad I got in my full position AH yesterday @ $566 after having it on my watchlist for over a year. They took down their SBC and moat stronger than ever" [X Link](https://x.com/anyuser/status/1894762841762127943) 2025-02-26T14:53Z [---] followers, [---] engagements "$HEI $HEI.A up 11% after earnings. The defense cut scares couple of weeks ago gave us a great opportunity to buy Heico at $177. Been waiting for an entry for a long time now and finally bought a full position then. This is one of the most shareholder friendly companies with massive insider ownership. Long term hold and a winner across all market conditions" [X Link](https://x.com/jonnagap/status/1895121063119360461) 2025-02-27T14:37Z [---] followers, [---] engagements "Lets say the extreme turbulence lasts for 6-12 months. Which companies continue to win (even strengthen) no matter what the short term end game is with tariffs interest rates and economic growth I think a companys ability to provide confident guidance in the upcoming earnings is going to be vital in these turbulent times. Additionally the below qualities will be deemed desirable. [--]. Companies with recurring revenue from services that are essential and cannot be done without. Eg: $CTAS $AXON [--]. Companies that people continue to support because they are convinced they will always get the best" [X Link](https://x.com/jonnagap/status/1908887854815576245) 2025-04-06T14:21Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jonnagap Jonnagap
Jonnagap posts on X about $googl, ai, matter, $nvda the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -82%
- [--] Month [------] +1,112%
- [--] Months [-------] +7.80%
- [--] Year [-------] +15,885%
Mentions: [--] #
- [--] Month [--] -73%
- [--] Months [---] -26%
- [--] Year [---] +3,162%
Followers: [---] #
- [--] Week [---] +0.63%
- [--] Month [---] +2.90%
- [--] Months [---] +6.30%
- [--] Year [---] +531%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 69% technology brands 38% finance 25% cryptocurrencies 6% social networks 4% fashion brands 4% automotive brands 2% financial services 1% countries 1% luxury brands 1%
Social topic influence $googl 10%, ai 9%, matter 7%, $nvda 7%, meta 6%, $intu 6%, $mco 5%, $spgi 5%, business 5%, $tsm 5%
Top accounts mentioned or mentioned by @saynototrading @dissectmarkets @annisen @qualityinvest5 @pythiar @sixsigmacapital @intuitmachine @benbajarin @pradeeepk @177 @566 @jukan05 @grok @chriscamillo @capexandchill @niurnwrites @nominonomino @joecarlsonshow @qualityequities @daveyjuice
Top assets mentioned Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Intuit Inc. (INTU) Moody's Corporation (MCO) S&P Global Inc (SPGI) Taiwan Semiconductor (TSM) Heima (HEI) Axon Enterprise, Inc. (AXON) Microsoft Corp. (MSFT) Williams Companies Inc (WMB) Reddit, Inc. (RDDT) Mastercard, Inc. (MA) Metadium (META) Amazon.com, Inc. (AMZN) Adobe, Inc. (ADBE) UnitedHealth Group (UNH) HEICO CORP CL A (HEI.A) Bill.com Holdings, Inc. (BILL) PepsiCo, Inc. (PEP) Neurobro (BRO) Fair Isaac, Corp. (FICO) Msci Inc (MSCI) Robinhood Markets, Inc. (HOOD) SPDR S&P [---] ETF Trust (SPY) Nebius Group N.V. Class A Ordinary Shares (NBIS) Duolingo, Inc. (DUOL) Bitcoin (BTC) Uber Technologies, Inc. (UBER) Tesla, Inc. (TSLA) Intuitive Surgical, Inc. (ISRG) Atlassian Corporation PLC (TEAM) Now Coin (NOW) Broadcom, Inc. (AVGO) Advanced Micro Devices (AMD)
Top Social Posts
Top posts by engagements in the last [--] hours
"@jukan05 @grok whats the investment thesis here. Which stocks benefit from this"
X Link 2026-02-02T13:27Z [---] followers, [----] engagements
"Companies that are reliant on lending millions and billions of dollars need historical data and a worldwide universally accepted ratings system. Moving over to to some new AI tool is not sensible risk management when stakes are so high. It doesnt matter what happens with technology but reputation credibility and universal acceptability cannot be replicated overnight. $MCO spent decades building that network and reputation. If Im jumping off an airplane I wanna make sure I get the best parachute and the one with the most elaborate historical track record of performing. Not something that just"
X Link 2026-02-03T17:18Z [---] followers, [---] engagements
"Actually I think this is even dumber than the GLP-1 fears. We are talking about the risk management strategies of billion dollar corporations. The cost of a credit rating services is so minuscule compared to the risks. It is protecting them from. Its like saying people are always going to buy the cheapest parachute before jumping off the plane https://twitter.com/i/web/status/2018828196259528940 https://twitter.com/i/web/status/2018828196259528940"
X Link 2026-02-03T23:25Z [---] followers, [---] engagements
"@anni_sen @dissectmarkets Do you guys feel strongly about any software names that you think are unfairly grouped in to this mix The only name I feel that way about is maybe $AXON (if thats actually the reason here)"
X Link 2026-02-04T18:39Z [---] followers, [---] engagements
"Yup I added heavily to $MCO and $SPGI in that order. Cant imagine multi million dollar lending decisions and transactions deciding to no longer value Moodys ratings and going with Anthropics new rating product 😄 Plus everyone is pretending like Moodys just vowed to never integrate AI or related tools into their arsenal https://twitter.com/i/web/status/2019138321885122744 https://twitter.com/i/web/status/2019138321885122744"
X Link 2026-02-04T19:57Z [---] followers, [---] engagements
"@PythiaR $PEP earnings is durable. It is not betting on Google not nearing self reliance with most of the TPU buildout. Its a matter of when and not if. Amazon and Microsoft are also on the same path. The rest are too small to truly move the needle"
X Link 2026-02-04T20:43Z [---] followers, [---] engagements
"@ChrisCamillo The problem is Google is there in with them on Anthropic. Its not an exclusive relationship and Google Cloud/TPU combo is not easy to go up against"
X Link 2026-02-05T20:41Z [---] followers, [----] engagements
"Yep. Its all fine and well when the revenue growth rates closely track the cap spend trajectory . The moment there is a lag or clear disconnect that could be catastrophic for the stock. Imagine when they report slower than expected growth rates but still have to on the same call say they will be going 30% over what the market estimated As their capex budget. How does the market react then How long can they digest that lag or disconnect https://twitter.com/i/web/status/2019561747980472418 https://twitter.com/i/web/status/2019561747980472418"
X Link 2026-02-06T00:00Z [---] followers, [--] engagements
"@CapexAndChill @QualityInvest5 Marcos was so underrated for so long that he even ended up retiring"
X Link 2026-02-07T05:06Z [---] followers, [--] engagements
"@SixSigmaCapital I really like $RDDT here as well. Opened a position today. In many ways it is the exact opposite of AI disruption. What can be more valuable in the long-term than pure human generated content that is full of context and long form personal information"
X Link 2026-02-10T01:06Z [---] followers, [---] engagements
"There is no word in [----] that is more toxic than Quality Compounder $MCO $SPGI $BRO $FICO $MA $MSCI I can list ten more. But whats the point. Every YouTube video and articles we spent studying these wonderful moats and ROIC magic - all gone to crap 😆 I just have to thank my luck I rotated out of a lot of those names late last year to get into cash and some semis. Complete train wreck https://twitter.com/i/web/status/2021334984540238247 https://twitter.com/i/web/status/2021334984540238247"
X Link 2026-02-10T21:26Z [---] followers, [---] engagements
"@niurn_writes @QualityInvest5 Maybe $MCO but not $SPGI"
X Link 2026-02-12T03:01Z [---] followers, [--] engagements
"I have to say that there is no perfect app out there. Every single app has an army of critics. Is there a benchmark financial/brokerage app that $HOOD should be put against I havent tried them all but as a UI I personally think Robinhood is superior to Vanguard IBKR and Schwab. Even more important it is by far the fastest evolving. https://twitter.com/i/web/status/2021782489446891936 https://twitter.com/i/web/status/2021782489446891936"
X Link 2026-02-12T03:04Z [---] followers, [---] engagements
"@dissectmarkets @anni_sen Yup. Dont want to be the CTO who decided to save money on Cyber products and went with some vibe coded newbie. Career suicide"
X Link 2026-02-04T19:40Z [---] followers, [--] engagements
"Looking at these trends I am struggling to find a reason why someone should not be be 50% or more in $SPY Its getting harder and harder to see through the haze. The panic reactions to disruption risk with individual names are getting more extreme. Maybe this is a phase. Maybe not. But one thing I want to do myself is to start having a larger weight to the $SPY. https://twitter.com/i/web/status/2022788612283089141 https://twitter.com/i/web/status/2022788612283089141"
X Link 2026-02-14T21:42Z [---] followers, [--] engagements
"@nomino_nomino @joecarlsonshow Could you have imagined coding would be a nearly useless skill [--] years ago Or that one can digest the info of a [----] page document in a couple of minutes I think you are overestimating our ability to imagine whats possible in the future"
X Link 2026-02-14T23:23Z [---] followers, [--] engagements
"@SayNoToTrading I agree. $RDDT is not a $META. Will never be. But it may still make a great investment due to the fact that it may be one of the last standing forms of long form human communication"
X Link 2026-02-14T19:48Z [---] followers, [---] engagements
"@SayNoToTrading For sure. The TAM is significantly smaller and international is not even a comparison to Meta. I think just the repository of knowledge and personal context in there is very valuable. That however doesnt make a great stock. So just a small position for me now"
X Link 2026-02-14T23:43Z [---] followers, [--] engagements
"@qualityequities Great buy here. I have always had $V and $MA together at 5-6% of my portfolio. Taking it higher now. They are Intrinsically geared to win in an inflationary environment. Plus compared to Visa $MA is the one with more international exposure and tailwinds"
X Link 2025-11-19T13:49Z [---] followers, [---] engagements
"@davey_juice Same here. Added today. Hope we see $AXON fall to below $500. Would really like to make it a 5% position. Going into [----] I want maximum exposure to names that are not reliant on consumer strength"
X Link 2025-11-19T18:44Z [---] followers, [--] engagements
"@HolySmokas That was the worry in [----] about [--] and in [--] about [--] and I will keep going on. People will keep worrying and piling into wannabes. But there is only one true leader. $NVDA"
X Link 2025-11-19T21:54Z [---] followers, [---] engagements
"@daniel_koss TA is BS anyway beyond what happens within a day or hours. Otherwise one of the wealthiest people in the world wont be a Buffet or another other investor. It would be some random TA guy in his basement. What a sad world that would be"
X Link 2025-11-19T23:23Z [---] followers, [---] engagements
"@InvestorVideos Sorry. You got the wrong Michael Burry. Take care"
X Link 2025-11-19T23:25Z [---] followers, [----] engagements
"@Ross__Hendricks Demand for compute is from Freebies The question remains Which rock do you live under What about AWS Azure and GCP What about $Meta printing profits from improved Ad delivery from Gen Ai. Please stop embarrassing yourself. Its painful to watch"
X Link 2025-11-19T23:37Z [---] followers, [---] engagements
"@DrTomsLens Just because they predicted one market anomaly/crash they think they can see things better than others. Jensen has $100B of his own net worth in $NVDA and he is the sharpest one around. Plain silly"
X Link 2025-11-19T23:40Z [---] followers, [--] engagements
"@danielnewmanUV They will never learn. They think they can figure this out better than Jensen who has $100B of his net worth tied to $NVDA"
X Link 2025-11-19T23:42Z [---] followers, [---] engagements
"@KennyCap_Phd If $NVDA is Enron then you must be Warren Buffet. You know what I mean"
X Link 2025-11-19T23:44Z [---] followers, [----] engagements
"@LiebermanAustin I thought you were waiting on $NBIS $50"
X Link 2025-11-19T23:45Z [---] followers, [---] engagements
"@thexcapitalist Nope. Need more pain $DUOL"
X Link 2025-11-19T23:46Z [---] followers, [---] engagements
"@Nostre_damus Few understandthat not everything can deduced from Bitcoin movement 😆"
X Link 2025-11-19T23:58Z [---] followers, [---] engagements
"@StealthQE4 Ummmm you need to look at revenue growth vs inventory growth Mr. Sherlock. Revenue has 6x"
X Link 2025-11-20T00:01Z [---] followers, [---] engagements
"@AutismCapital Jensen was like Bro I got earnings call coming up. Enough of the bazillion dollar jokes"
X Link 2025-11-20T00:03Z [---] followers, [----] engagements
"Where all loose Short term oriented Seriously The so called capex arms race is between cloud service providers who are all seeing accelerating cloud revenue growth. Literally every company in the developed world is a customer of one of these [--] names. How is Apple even relevant in that conversation or topic of capex spend Meta is the only non-hyperscaler capex spender and they have seen an outsize acceleration to their ad growth and cost of serving. And overcome the roadblocks Tim Cook placed on them. Have your seen the tragectory of $META margins from the past [--] years It looks and sounds very"
X Link 2025-11-20T04:10Z [---] followers, [--] engagements
"@SixSigmaCapital Its almost 32% just to get back to ATH from Cpl months ago. Just 50% in [--] years sounds very pessimistic. I think its closer to a double than it is to 50%. Unless of course there is a huge market downturn all together"
X Link 2025-11-20T04:16Z [---] followers, [----] engagements
"@Ashton_1nvests [----] shares of $NVDA 😆"
X Link 2025-11-20T04:17Z [---] followers, [----] engagements
"I agree. This is a market where beating the index is becoming harder and harder for even very skilled investors or anyone who is not extremely overweight on Semis. Very unhealthy in my opinion. Personally I am just waiting to take some a decent amount of profits come Jan [--] and try tax loss harvest a few names before end of year. Want to start [----] with a much larger than usual cash position 🤞"
X Link 2025-11-20T16:14Z [---] followers, [----] engagements
"I dont think its a must have. Especially considering your theme of strong moats. I think $Uber has zero switching costs for driver and user. I shop Lyft and uber every time and go with whoever is cheaper. Once ready Tesla and Google will go on their own. Or even if uber is part of the play its not going to get a big slice of the profits. Thats just my opinion"
X Link 2025-11-21T19:04Z [---] followers, [---] engagements
"I have been accumulating $AXON as well. Very much surprised as I was expecting a quick reversal. If it gets under [---] I will make it a top [--] position. I love growth names that are not tied to consumer strength or the job market. I would put this in the same category as $ISRG. The past few months allowed me to more than double my $ISRG position. Hope to do the same with $AXON"
X Link 2025-11-22T14:30Z [---] followers, [---] engagements
"Joseph why overweight $SPGI over $MCO I feel Moodys is a far superior business and less prone to disruption risk than S&P. I own both as well. But my $MCO position is 2x $SPGI I feel S&P is too disparate in focus and has many parts of the business that drag it down and have some disruption risk. Moodys is much better setup to capitalize on the tailwinds. The last 5+ years of market multiple and performance seem to suggest that the combined intelligence of the markets feel the same way. https://twitter.com/i/web/status/1992320187152879984 https://twitter.com/i/web/status/1992320187152879984"
X Link 2025-11-22T19:52Z [---] followers, [----] engagements
"Maybe so. But I find that being a near monopoly in something so critical is more attractive than being so diversified that one cannot enjoy the true fruits of a market upswing. I guess you can look at it both ways. But overall I feel $SPGI has a lot more weak parts of the business than Moodys. End of the day both are great companies to own"
X Link 2025-11-23T13:38Z [---] followers, [--] engagements
"@ramahluwalia So Im taking it that $NOW is not the 2nd stock on your focus with $TEAM being one of them Agree on the valuation. Definitely too rich. Would love to see mid 700s"
X Link 2025-11-23T16:15Z [---] followers, [--] engagements
"@Deenobrown123 @IntuitMachine And $TSM is all of them. Micros And everyone else you can name"
X Link 2025-11-23T18:20Z [---] followers, [---] engagements
"@ape_detective @IntuitMachine I think thats the right approach. Start with $TSM and get the other [--] as well. The money cant leave these [--] and go elsewhere. At least not in a substantial way"
X Link 2025-11-23T18:22Z [---] followers, [--] engagements
"@buccocapital If he owns Google Amazon and Meta out of his [--] odd holdings he might as well buy the index"
X Link 2025-11-24T04:04Z [---] followers, [---] engagements
"@QualityInvest5 Ummm where is $TSM"
X Link 2025-11-24T13:52Z [---] followers, [---] engagements
"@fintegrate Agree. Where does that place Amazon $AMZN"
X Link 2025-11-25T14:40Z [---] followers, [--] engagements
"My biggest bet is on $TSM and only then the other names. Thats the one part of the layer where the winner is almost a certainty even when looking out 5+ years. Lack of competitors and finite capacity are the best ingredients to pricing power. I dont know who the long term leader is between ASICS and Nvidia. So I have split my position between $NVDA and $AVGO. But my highest conviction bet in the semi space is $TSM. It will take an act of God for Intel Fabs to catch up"
X Link 2025-11-25T22:10Z [---] followers, [---] engagements
"@zerohedge Its pretty shocking to think that TPUs are among [--] other big focus items for $Goog .and they are only a generation behind $NVDA whose only focus is GPUs. What does that say about Googles depth of expertise and foresight. Amazing"
X Link 2025-11-25T23:58Z [---] followers, [----] engagements
"I agree with your thesis on Google and OpenAi. However I think the biggest threats to the Adobe is from other players like Figma Canva and Midjourney. I feel it is somewhat of a zero-sum battle with those players. Especially with a declining seat count everywhere due to the power of these gen-Ai tools"
X Link 2025-11-28T15:17Z [---] followers, [--] engagements
"@Venu_7_ I agree with the thesis. From my understanding $WMB seems to be the more stable play"
X Link 2025-12-01T03:51Z [---] followers, [---] engagements
"Stable in the sense it is less tied to nat gas price swings and assumptions regarding favorable export regulations etc. $WMB seems to be more of a toll-booth kind of play on Nat gas (which I think is an easier kind of company to own over the medium-long term if AI energy demand is here to stay). Also hence the valuation is fairly steep. https://twitter.com/i/web/status/1995343202652418478 https://twitter.com/i/web/status/1995343202652418478"
X Link 2025-12-01T04:04Z [---] followers, [---] engagements
"@daando37 @nvidia @awscloud Its going to be an ASICS vs Nvidia battle. $Amd is just left there to pick up the crumbs whenever the big guys get paranoid about being held hostage by Nvidia. Yes $AMD stock will do fine. But it aint gonna be no rocket ship"
X Link 2025-12-02T23:21Z [---] followers, [--] engagements
"Interesting. Would love to hear your take on TPU vs $Amzn ASICS From my understanding Amazon has adopted a more complete vertical integration and control over its custom silicon versus Google thats working with Broadcom and more recently adding Mediatek. Do you think Google will adopt the same complete control approach and is that feasible in the short term Also is Amazon significantly behind TPU because of their obsession to not give into loss of margins and near complete control"
X Link 2025-12-03T16:08Z [---] followers, [---] engagements
"@anni_sen Agree. I see $WMB as a major player in this. Did they come up in your analysis Whats your take on the best way to play the natural gas theme"
X Link 2025-12-09T17:10Z [---] followers, [--] engagements
"Williams owns a major part of the nat gas pipelines in the Data center alley area and is actively working on behind the meter private power plants. I see them as a less volatile bar gas play than a name like $EQT which is more susceptible to pricing shocks. I need to do more work on this theme but definitely appears promising. https://twitter.com/i/web/status/1998444903333007837 https://twitter.com/i/web/status/1998444903333007837"
X Link 2025-12-09T17:29Z [---] followers, [--] engagements
"@BenBajarin Yup. Sorry thats what I meant. By that reason I dont understand why the market is not seeing how fragile the Broadcom revenue stream is. The writing on the wall is clear. The only thing thats uncertain is the exact timeline"
X Link 2025-12-10T21:19Z [---] followers, [---] engagements
"@BenBajarin If you were to predict when do you see the tide turning with Google visibly declaring to integrate more vertically As of now Googles attempts appear clear but market does not seem to attribute much risk to Broadcom"
X Link 2025-12-11T21:30Z [---] followers, [---] engagements
"@ContrarianCurse Anthropic is not blessed with that 😄They were smart enough to focus on the right area instead of catering to broke teenagers who will never pay for any service no matter how earth shattering it is"
X Link 2025-12-12T19:07Z [---] followers, [----] engagements
"Completely agree. I think the ball is dropped in most cases with connecting the dots as to where the value will accrue the fastest and first. The second mistake (which was my main one in the case of AI and Nvidia) is to position size based on the scale of the opportunity. I entered Nvidia and $TSM Feb [----] and that was the right move. But I didnt size it correctly to reflect the size of the opportunity and my actual conviction level. I didnt get that fully corrected till the [----] April correction. The market never stops teaching https://twitter.com/i/web/status/2008277055398379830"
X Link 2026-01-05T20:38Z [---] followers, [--] engagements
"My experience was similar to yours. Saw exponential increase in ChatGPT usage amongst the younger crowd and I could easily feel the addictive/sticky nature of the product. I rightly traced back the value accretion to Nvidia and TSM came in more due to knowing how far behind intel was and the valuation gap from China fear. I never understood why the China fear discount only applies to TSM and not to every major tech companies that relies nearly 100% on them (such as Apple). But I repeatedly underestimated the size of the opportunity and never sized up both the names fully. This was a tectonic"
X Link 2026-01-05T21:40Z [---] followers, [--] engagements
"People just cant get over the fact that a business like $ADBE can go from being exemplary for decades to being in existential crisis in a matter of [--] months. Personally I dont care what the valuation is. I am never going to invest in a business whose best days are behind it. There are so many where the opposite is true and thats where my focus and money goes. https://twitter.com/i/web/status/2011300878410547330 https://twitter.com/i/web/status/2011300878410547330"
X Link 2026-01-14T04:54Z [---] followers, [----] engagements
"@LOGOinvestor @altcap The IF looks so ominous for many of these software names. There seems to be no way to confidently say yes companies will still need salesforce or workday 7-8 years out"
X Link 2026-01-14T11:49Z [---] followers, [--] engagements
"@SayNoToTrading $INTU is the highest quality/widest moat amongst these. But still too expensive considering how hated the space is"
X Link 2026-01-14T11:52Z [---] followers, [---] engagements
"Mohnish on $MU was like Buffet with $AAPL.I meant in reverse 😄 What else can one say about someone who is buddies with the USs largest memory manufacturer makes it his biggest holding and then sells it just before the biggest bull run in memory that we have ever seen and probably ever will. Unless he can explain the rationale he shouldnt be advising one other soul and no more YouTube preaching. https://twitter.com/i/web/status/2012347597638226284 https://twitter.com/i/web/status/2012347597638226284"
X Link 2026-01-17T02:13Z [---] followers, [---] engagements
"@BourbonInsider Even Druck blew the memory run. He bought and held Seagate for a long time and dumped it just before its biggest run. First time I have seen him fumble such an obvious one after getting in at the right time"
X Link 2026-01-17T02:16Z [---] followers, [--] engagements
"@Han_Akamatsu $NFLX and not even close"
X Link 2026-01-17T04:10Z [---] followers, [---] engagements
"Fundamentals improving is not sufficient. I believe stock prices are dictated by a single question. Are their best days behind them If the public believes a small decay in the business model/market fit has begun the big money wants to get out BEFORE it shows in the fundamentals. By the time it shows up on the chart/fundamentals its too late"
X Link 2026-01-22T02:10Z [---] followers, [---] engagements
"@pradeeepk Umm u mean Googles TPU The TPU can continue without Broadcom. It cant without $GOOG"
X Link 2026-01-22T02:15Z [---] followers, [--] engagements
"@pradeeepk Yes. But isnt that all priced in info"
X Link 2026-01-25T00:48Z [---] followers, [--] engagements
"@QualityInvest5 @scottbelsky The same Scott Belsky who cut and run from his role at $Adbe"
X Link 2026-01-25T15:24Z [---] followers, [---] engagements
"Do you expect them to say otherwise If they do their stock gets cut in half. Today and tomorrows review is meaningless if they concede to that point. Over the medium/long term you expect Google to keep passing ASICS margins when their entire stack runs on TPU If they dont move to COT Amazon will. So there is no choice in this matter. Its just a matter of when. When is a dangerous game to play in this day and age where everything seems to go at a lightning pace. https://twitter.com/i/web/status/2016124390425997516 https://twitter.com/i/web/status/2016124390425997516"
X Link 2026-01-27T12:21Z [---] followers, [---] engagements
"What if Googles strategy of dual paths with Mediatek and Broadcom works and Mediatek delivers on the promise Surely that has to have huge consequences for Broadcom going from being the solo vendor to their largest customer to now having to fight for a smaller piece and lower margins. Yes it doesnt mean end of the world for Broadcom but it surely changes the landscape. Just like everybody wants to move away from depending on one company for GPUs they are also going to move away from depending on one company for asics. End of the day TPU is far too critical for Google to be reliant on another"
X Link 2026-01-27T19:18Z [---] followers, [--] engagements
"@DeepIceValue But even with the 10% gain I think Meta is more undervalued relative to Microsoft. Especially since Meta has repeatedly demonstrated that AI is a tailwind to their core product and Microsoft has not yet done so"
X Link 2026-01-29T01:31Z [---] followers, [----] engagements
"@Tintincapital Maybe so. But look at the conviction level of the founder Ceo. He has left billions of his net worth/majority of his wealth in the stock. Surely he knows something. Not all founder CEO hold that level of stock"
X Link 2026-01-30T12:21Z [---] followers, [---] engagements
"$HEI hits it out of the park. Was adding @177 couple of weeks ago 👆HEICO Corporation Reports Record Net Income (Up 46%) Record Operating Income (Up 26%) and Record Net Sales (Up 15%) for the First Quarter of Fiscal 2025"
X Link 2025-02-26T21:37Z [---] followers, [---] engagements
"With each passing day Buffet looks more and more smarter. This may be his last masterclass and what a fitting way to finish 🙏"
X Link 2025-04-21T15:35Z [---] followers, [---] engagements
"Changed my mind and bought a full position in $UNH yesterday after hours. I believe $UNH outperforms the S&P over the next 12-24 months even though I still dislike the sector for the very long term. Here are my reasons. [--]. Incoming CEO is the best one they have had in the companys history. He was the one that built UNH into the diverse healthcare player it is today and has been Board chair since he left the CEO since [----]. So he has been completely tuned in and has the credibility to make much needed wholesale changes. [--]. Decision makers with skin in the game. The incoming CFO and current CFO"
X Link 2025-05-16T12:48Z [---] followers, [---] engagements
"Unlike the consensus belief $GOOG biggest threat may not come from another advanced model. I believe it will come in the form of an AI powered browser from either OpenAI or Perplexity. I can quite easily envision a browser from one of these players take hold and capture the imagination of the general public. All it needs to be is incrementally superior to Chrome and provide some advanced level of personalization that is currently lacking in Chrome. If that happens it could be catastrophic for Search. Personally I dont see a single reason for me not to switch away from Chrome to another"
X Link 2025-05-21T18:19Z [---] followers, [---] engagements
"Whats been your most reliable signal that the market has reached irrational levels"
X Link 2025-07-04T07:11Z [---] followers, [---] engagements
"@SayNoToTrading Great buys there Based on a similar FWD valuation I think $heia may get interesting in the [---] range. Not sure if it gets there in this current market cycle. Dont see how defense spending cuts hurt an aftermarket parts provider. If anything an aging fleet is a tailwind for $hei"
X Link 2025-02-18T20:12Z [---] followers, [---] engagements
"@SayNoToTrading @Quality_stocksA Last year provided some incredible buying opportunities with $Hesay. I loaded up in the 210s and 220s and never selling a single share for a long time. I cant say the same about any other name there"
X Link 2025-02-23T04:51Z [---] followers, [--] engagements
"I love $RMS $HESAY cautious approach to everything. They are cautious with entering new areas of the market and also with expanding their top line. Masterclass on how to grow a business while still maintaining scarcity and the elusive quality. $RACE could learn a lot from this blueprint. https://twitter.com/i/web/status/1982123786360050040 https://twitter.com/i/web/status/1982123786360050040"
X Link 2025-10-25T16:35Z [---] followers, [---] engagements
"I believe so. People want to get out ahead of the likely disruption even if it turns out to be unfounded. The arch of innovation is so unpredictable and the pace so rapid right now that I think getting out is actually the responsible move. I am almost feel like its trying to time the exit and pick winners in video rental companies right after Netflix has introduced streaming Personally I have not been in any Saas/software names since [----]. I am sure there are many baby with the bath water scenarios. But I just dont see the value in trying to dig through the rubble when there are so many clear"
X Link 2026-02-04T18:31Z [---] followers, [--] engagements
"@SayNoToTrading I think $hei Heico looks interesting here. Would you add here"
X Link 2025-02-18T15:57Z [---] followers, [---] engagements
"@patientinvestt Give it to me at $350 and I will make it my top position FYI I dont own any at the moment. This after Hermes are the only [--] luxury brands worth investing in. Everything else is pretending to or trying to be luxury"
X Link 2025-03-26T21:46Z [---] followers, [----] engagements
"@SayNoToTrading Loaded up on $WCN and $WM these past couple of weeks. Perfect gift going into [----]. Complete no brainer"
X Link 2025-11-19T18:50Z [---] followers, [---] engagements
"@sachinvats Agree. This is not the bottom for these names. Cant imagine what fundamental catalyst will even come to the rescue of the software names"
X Link 2026-02-04T07:14Z [---] followers, [---] engagements
"@QualityInvest5 Look at the ceo. It always seems like he cant wait to get rid of his shares. Been that way since he started. Bad sign"
X Link 2026-02-04T07:27Z [---] followers, [---] engagements
"@dissectmarkets @anni_sen I definitely like the cyber names. Thats the one sell off that literally makes no sense. Cant think of a time when cybersecurity is more critical"
X Link 2026-02-04T19:34Z [---] followers, [--] engagements
"I think they are too deeply entrenched to be disrupted. At least not within the next 5-10 years. And add to it Azure and stake in OpenAI. Whatever fancy capabilities Anthropic or anyone introduces it is bound to find its way into the Microsoft suite of products with maybe a six month lag. Cant imagine Satya being complacent with this. The level of entrenchment with Microsoft products is unreal. https://twitter.com/i/web/status/2019133544514089153 https://twitter.com/i/web/status/2019133544514089153"
X Link 2026-02-04T19:38Z [---] followers, [--] engagements
"@dissectmarkets @anni_sen But what is the switching cost with a name like $BILL. Is it really that high 8i cant imagine the hurdle being that high with $BILL or with a name like $INTU. Even if they dont get replaced that will be extreme pricing pressure. Thats damaging enough I think"
X Link 2026-02-04T19:42Z [---] followers, [--] engagements
"Interesting. Havent looked into $BILL deeply. I think those kind of names survive as long as they innovating and adding features. I think names tied to headcount growth are going to get slaughtered no matter what. Productivity is skyrocketing and we are still in maybe the 2nd innings. https://twitter.com/i/web/status/2019136213450400065 https://twitter.com/i/web/status/2019136213450400065"
X Link 2026-02-04T19:49Z [---] followers, [--] engagements
"Besos didnt do this for several decades. His selling spree started after he stepped down and funding blue origin and living like a Hollywood star. The dude at Intuit has been doing this from the get go. If I felt I the market was completely misunderstanding my companys potential and underpricing it hugely relative to the past I am not going to be making discretionary sells. It maybe nothing but I dont see the point of taking a chance on a name that in reality maybe under real AI disruption threat. https://twitter.com/i/web/status/2019416891505144164"
X Link 2026-02-05T14:24Z [---] followers, [--] engagements
"Exactly. I just dont get these theories that somehow spending 50% more in capex for the year is bullish. Yes it maybe to handful of semi related stocks. Thats about it. Eventually these capex spends will have to reflect in productivity gains = slower hiring/layoffs. How will that reflect on the overall market and peoples propensity to spend freely What if some new realm of technology change renders majority of the capex spend from last couple of years seem wasteful and needless There are just so many unknowns here. https://twitter.com/i/web/status/2019567078462591218"
X Link 2026-02-06T00:21Z [---] followers, [--] engagements
"$INTU Just bought a full position @566. They earnings & guidance was inline despite my initial concerns about the recent heavy insider selling. No company has the vast trove of data at the consumer/SMB level as $INTU and they will be a net AI beneficiary"
X Link 2025-02-25T21:17Z [---] followers, [---] engagements
"The perennial threat of the free govt tax software remains even though it goes against the current admins theme. This threat has been around for many years now and I think $INTU is well prepared by turning into a complete platform for SMB with Mailchimp Quickbooks & Creditkarma"
X Link 2025-02-25T21:21Z [---] followers, [---] engagements
"ALERT $UNH CEO Stephen Helmsley made his biggest purchase ever. Over $25 Million CFO John Rex buys nearly $5 Million. This is not just any new CEO. He already owns $300 million worth of stock. He is also the Chair of the Board and was CEO for a decade till [----] when $UNH outperformed almost every major tech stock and diversified into the vertically integrated giant that it is now. If this doesnt erase doubts where they are heading then I dont know what will"
X Link 2025-05-16T23:29Z [---] followers, [----] engagements
"There we go guys. $INTU up now over 12%. It still has plenty of of room to run. Glad I got in my full position AH yesterday @ $566 after having it on my watchlist for over a year. They took down their SBC and moat stronger than ever"
X Link 2025-02-26T14:53Z [---] followers, [---] engagements
"$HEI $HEI.A up 11% after earnings. The defense cut scares couple of weeks ago gave us a great opportunity to buy Heico at $177. Been waiting for an entry for a long time now and finally bought a full position then. This is one of the most shareholder friendly companies with massive insider ownership. Long term hold and a winner across all market conditions"
X Link 2025-02-27T14:37Z [---] followers, [---] engagements
"Lets say the extreme turbulence lasts for 6-12 months. Which companies continue to win (even strengthen) no matter what the short term end game is with tariffs interest rates and economic growth I think a companys ability to provide confident guidance in the upcoming earnings is going to be vital in these turbulent times. Additionally the below qualities will be deemed desirable. [--]. Companies with recurring revenue from services that are essential and cannot be done without. Eg: $CTAS $AXON [--]. Companies that people continue to support because they are convinced they will always get the best"
X Link 2025-04-06T14:21Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing