# ![@martinhurtadocc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1710691178537156608.png) @martinhurtadocc MHfinance

MHfinance posts on X about stocks, $adbe, $pypl, $amzn the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1710691178537156608/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1710691178537156608/c:line/m:interactions.svg)

- [--] Week [---------] +2,459,829%
- [--] Month [---------] +26,692%

### Mentions: [--] [#](/creator/twitter::1710691178537156608/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1710691178537156608/c:line/m:posts_active.svg)

- [--] Week [--] +225%
- [--] Month [---] +49%

### Followers: [---] [#](/creator/twitter::1710691178537156608/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1710691178537156608/c:line/m:followers.svg)

- [--] Week [---] +7.70%
- [--] Month [---] +52%

### CreatorRank: [---------] [#](/creator/twitter::1710691178537156608/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1710691178537156608/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  83% [technology brands](/list/technology-brands)  32% [finance](/list/finance)  31% [cryptocurrencies](/list/cryptocurrencies)  10% [automotive brands](/list/automotive-brands)  6% [luxury brands](/list/luxury-brands)  3% [countries](/list/countries)  2% [financial services](/list/financial-services)  1%

**Social topic influence**
[stocks](/topic/stocks) 13%, [$adbe](/topic/$adbe) #82, [$pypl](/topic/$pypl) #1206, [$amzn](/topic/$amzn) #744, [$uber](/topic/$uber) #1040, [$meta](/topic/$meta) #692, [meta](/topic/meta) 7%, [$hood](/topic/$hood) #1387, [$baba](/topic/$baba) 6%, [$unh](/topic/$unh) 6%

**Top accounts mentioned or mentioned by**
[@theraymyers](/creator/undefined) [@micro2macr0](/creator/undefined) [@gustavobolsa](/creator/undefined) [@mrderivatives](/creator/undefined) [@dividenddollar](/creator/undefined) [@cryptonest4u](/creator/undefined) [@chamath](/creator/undefined) [@spxsatoshi](/creator/undefined) [@pythiar](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@asesorefa](/creator/undefined) [@polybius361978](/creator/undefined) [@bobbyfinancex](/creator/undefined) [@ibkr](/creator/undefined) [@carbonfinancex](/creator/undefined) [@highyieldhustle](/creator/undefined) [@rjccapital](/creator/undefined) [@tesla](/creator/undefined) [@gainifyio](/creator/undefined) [@bourboncap](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Metadium (META)](/topic/$meta) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Alibaba Group (BABA)](/topic/$baba) [UnitedHealth Group (UNH)](/topic/$unh) [S&P Global Inc (SPGI)](/topic/$spgi) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [RAI Finance (SOFI)](/topic/$sofi) [Microsoft Corp. (MSFT)](/topic/$msft) [LandBridge Company LLC (LB)](/topic/$lb) [Ferrari N.V. (RACE)](/topic/$race) [Constellation Energy Corp (CEG)](/topic/$ceg) [Vistra, Corp. (VST)](/topic/$vst) [Bitcoin (BTC)](/topic/$btc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Now Coin (NOW)](/topic/$now) [Procter & Gamble (PG)](/topic/$pg) [Tesla, Inc. (TSLA)](/topic/tesla) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Waste Management, Inc. (WM)](/topic/$wm) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [CVS Health Corp (CVS)](/topic/cvs) [monday.com Ltd. (MNDY)](/topic/$mndy) [Shopify Inc (SHOP)](/topic/$shop) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Netflix Inc (NFLX)](/topic/$nflx) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Salesforce Inc (CRM)](/topic/$crm) [Intuit Inc. (INTU)](/topic/$intu) [Eli Lilly and Company (LLY)](/topic/$lly) [MercadoLibre Inc (MELI)](/topic/$meli) [Autozone Inc (AZO)](/topic/autozone) [PepsiCo, Inc. (PEP)](/topic/$pep) [Starbucks Corporation (SBUX)](/topic/$sbux) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Brookfield Corporation (BN)](/topic/$bn) [McDonald's Corp (MCD)](/topic/$mcd) [Canadian Pacific Railway (CP)](/topic/$cp) [Morgan Stanley (MS)](/topic/morgan-stanley) [BlackRock Inc (BLK)](/topic/blackrock) [Ethereum (ETH)](/topic/$eth) [Beyond Meat, Inc. (BYND)](/topic/$bynd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Portfolio update Feb [--] Portfolio ytd: -6.64% SP500 ytd: +1.03% - I was on vacation during the last week and we had a big selloff in software related stocks. I bought more $TOI and $ADBE. - $PYPL earnings were terrible and really bad guidance. I might sell and move on. I will wait until $HIMS earnings to see if it worth holding for the longrun the management is giving a lot of redflags. - I added to $OUST $AMZN $SOFI $UBER $BAM. Cash position is at 5%. https://twitter.com/i/web/status/2020879627107860564 https://twitter.com/i/web/status/2020879627107860564"  
[X Link](https://x.com/martinhurtadocc/status/2020879627107860564)  2026-02-09T15:17Z [---] followers, [---] engagements


"Bill Ackman on $UBER. I cant believe Uber is trading close to $70 its so undervalued"  
[X Link](https://x.com/martinhurtadocc/status/2021728665176776759)  2026-02-11T23:30Z [---] followers, [--] engagements


"$AMZN & $UBER one of the best buys in the current market"  
[X Link](https://x.com/martinhurtadocc/status/2022430531728863280)  2026-02-13T21:59Z [---] followers, [---] engagements


"First Portfolio Update & Goals - Anual returns +18% - [--] to [--] holdings - 70% Hold Quality companies - 10% in turnarounds - 20% in growth stocks Last week I started a small position in LandBridge $LB and added to $HIMS. I am still holding around 8% in cash"  
[X Link](https://x.com/martinhurtadocc/status/2010509956257079467)  2026-01-12T00:31Z [---] followers, [----] engagements


"@GustavoBolsa Me parecio verte un post mencionar el Cobre. Como invertirias en cobre Ya que no encontre etfs solo futuros o mineras"  
[X Link](https://x.com/martinhurtadocc/status/2013702051285344425)  2026-01-20T19:55Z [---] followers, 17.3K engagements


"Companies reporting next week $MNDY $SPGI $CVS $RACE $HOOD $BN $OSCR $SHOP $OPEN $MCD"  
[X Link](https://x.com/martinhurtadocc/status/2020173258511769718)  2026-02-07T16:30Z [---] followers, [---] engagements


"@Mr_Derivatives Hodl"  
[X Link](https://x.com/martinhurtadocc/status/2021641308142460948)  2026-02-11T17:43Z [---] followers, [--] engagements


"@TheRayMyers Sure $GOOGL undervalued 😂"  
[X Link](https://x.com/martinhurtadocc/status/2021740394682191883)  2026-02-12T00:17Z [---] followers, [---] engagements


"@Dividend_Dollar Good idea to pick an etf in complex sectors"  
[X Link](https://x.com/martinhurtadocc/status/2021788704357163412)  2026-02-12T03:29Z [---] followers, [--] engagements


"@Crypto_nest4U Active 👋"  
[X Link](https://x.com/martinhurtadocc/status/2022160722768412726)  2026-02-13T04:07Z [---] followers, [--] engagements


"@chamath Well if you start the graph with $META at the lowest price with a forward P/E of [--] makes sense they outperform"  
[X Link](https://x.com/martinhurtadocc/status/2022172553742303411)  2026-02-13T04:54Z [---] followers, [---] engagements


"@SPXSatoshi I like both but more conviction in $AMZN"  
[X Link](https://x.com/martinhurtadocc/status/2022812292895625633)  2026-02-14T23:16Z [---] followers, [---] engagements


"A lot of energy will be needed if AI will disrupt all the software companies. Some energy stocks down from recent ath. Constellation Energy $CEG -27% Vistra corp $VST -28%"  
[X Link](https://x.com/martinhurtadocc/status/2013710674988245200)  2026-01-20T20:30Z [---] followers, [---] engagements


"@PythiaR $CP was very attractive at the valuations he sold"  
[X Link](https://x.com/martinhurtadocc/status/2021733306837217330)  2026-02-11T23:49Z [---] followers, [---] engagements


"Maybe is not a good idea to have prediction markets and a gamified investing app for retail investors. $HOOD"  
[X Link](https://x.com/martinhurtadocc/status/2021785730456936627)  2026-02-12T03:17Z [---] followers, [--] engagements


"If a crowded trade is to short the tech etf you know whats about to happen in the following months to tech stocks 📈 Tech sector $XLK Short Interest is at the highest level of this decade. Short-tech and software is a crowded trade. https://t.co/wQV9FtxryF Tech sector $XLK Short Interest is at the highest level of this decade. Short-tech and software is a crowded trade. https://t.co/wQV9FtxryF"  
[X Link](https://x.com/martinhurtadocc/status/2021978897081135124)  2026-02-12T16:05Z [---] followers, [--] engagements


"$BABA & $JD 💀"  
[X Link](https://x.com/martinhurtadocc/status/2022302313654657443)  2026-02-13T13:30Z [---] followers, [---] engagements


"$BTC & $ETH 👀 2017: "Crypto is a scam" 2021: "It's a bubble" 2026: AMEX hiring crypto product managers PayPal hiring crypto business development Visa hiring crypto sales & partnerships JPMorgan hiring blockchain developers Morgan Stanley hiring crypto traders BlackRock https://t.co/vmjDTUF4y0 2017: "Crypto is a scam" 2021: "It's a bubble" 2026: AMEX hiring crypto product managers PayPal hiring crypto business development Visa hiring crypto sales & partnerships JPMorgan hiring blockchain developers Morgan Stanley hiring crypto traders BlackRock https://t.co/vmjDTUF4y0"  
[X Link](https://x.com/martinhurtadocc/status/2022731185357754791)  2026-02-14T17:54Z [---] followers, [--] engagements


"Portfolio update Feb [--] Portfolio ytd: -8.45% SP500 ytd: -0.33% - The current market looks like a rotation from the winners of [----] to consumer defensive energy & some specific semiconductor names. - I sold half of $PYPL and started a small position in $SPGI. - I added to $UBER $SOFI $AMZN $OUST. Cash at 5%. https://twitter.com/i/web/status/2022734890333065518 https://twitter.com/i/web/status/2022734890333065518"  
[X Link](https://x.com/martinhurtadocc/status/2022734890333065518)  2026-02-14T18:09Z [---] followers, [---] engagements


"@StockSavvyShay Long $CEG $VST"  
[X Link](https://x.com/martinhurtadocc/status/2023080492262908328)  2026-02-15T17:02Z [---] followers, [---] engagements


"Everyone was supposed to be vegan. That was the narrative back im [----] $BYND If you invested $10000 in Beyond Meat in [----] today you would have $41. https://t.co/9oAA8uBEpb If you invested $10000 in Beyond Meat in [----] today you would have $41. https://t.co/9oAA8uBEpb"  
[X Link](https://x.com/martinhurtadocc/status/2023185433900072961)  2026-02-15T23:59Z [---] followers, [--] engagements


"$TPL is a massive landowner in the Permian Basin that generates revenue with royalties on oil and gas production without doing any of the drilling itself. Texas Pacific Land has 64% net margins higher than tech companies like $V $NVDA $MSFT"  
[X Link](https://x.com/martinhurtadocc/status/2010479234054005169)  2026-01-11T22:29Z [---] followers, [---] engagements


"Hims & Hers Health -23% premarket. I want to see the earnings report on February [--] before I make a decision on selling or buying more. $HIMS"  
[X Link](https://x.com/martinhurtadocc/status/2020862607817609270)  2026-02-09T14:09Z [---] followers, [---] engagements


"$PYUSD the stablecoin owned by Paypal had a market cap of $530M on January [----] today its $3.77B thats a 600% growth YoY. If the stablecoin market keeps growing like most of the analysts expect this will be a huge interest income oportunity for $PYPL 📈"  
[X Link](https://x.com/martinhurtadocc/status/2016604341331775809)  2026-01-28T20:08Z [---] followers, [---] engagements


"$MNDY -21% after reporting earnings. Revenues +26% YoY Eps -4% YoY"  
[X Link](https://x.com/anyuser/status/2020920212888211643)  2026-02-09T17:58Z [---] followers, [---] engagements


"S&P Global dropping after earnings. $SPGI $MCO"  
[X Link](https://x.com/anyuser/status/2021242071206515006)  2026-02-10T15:17Z [---] followers, [---] engagements


"$AMZN is a great buy here. I dont see how amazon gets disrupted any time soon with: - AWS powering the AI revolution. - Logistics physical moat that competitors cant afford to build. - Ecosystem with 200M+ Prime members"  
[X Link](https://x.com/anyuser/status/2021288702182375898)  2026-02-10T18:22Z [---] followers, [--] engagements


"I thought $HIMS was a 100x in the making 😂"  
[X Link](https://x.com/martinhurtadocc/status/2021311227079585982)  2026-02-10T19:52Z [---] followers, [---] engagements


"Robinhood Revenue miss ❌ EPS beat ✅ Revenue: $1.28B estimate $1.34B EPS: $0.66 estimate $0.64 $HOOD -6% after hours"  
[X Link](https://x.com/anyuser/status/2021344052923465735)  2026-02-10T22:02Z [---] followers, [---] engagements


"Bill Ackman is bullish on some high quality megacaps. He also started a position in Meta . $UBER $AMZN $GOOGL $META"  
[X Link](https://x.com/martinhurtadocc/status/2021723869170872348)  2026-02-11T23:11Z [---] followers, [---] engagements


"Netflix trading at 24x Forward P/E. Anyone interested $NFLX"  
[X Link](https://x.com/martinhurtadocc/status/2021977755844542817)  2026-02-12T16:00Z [---] followers, [---] engagements


"Quantum stocks 📉 A moment of silence for all the quantum bulls of [----]. 🪦 $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f A moment of silence for all the quantum bulls of [----]. 🪦 $QUBT $RGTI $QMCO $IONQ $QBTS $ARQQ https://t.co/z57tONl41f"  
[X Link](https://x.com/martinhurtadocc/status/2022006739651244302)  2026-02-12T17:55Z [---] followers, [--] engagements


"Michael Burry on $PLTR accounting standards 💀"  
[X Link](https://x.com/martinhurtadocc/status/2022007412459548887)  2026-02-12T17:58Z [---] followers, [---] engagements


"I started a tracking position of 1% in S&P Global $SPGI at $388. I will research more the company and see. Portfolio update Feb [--] Portfolio ytd: -6.64% SP500 ytd: +1.03% - I was on vacation during the last week and we had a big selloff in software related stocks. I bought more $TOI and $ADBE. - $PYPL earnings were terrible and really bad guidance. I might sell and move on. I will https://t.co/JaAj73nUfB Portfolio update Feb [--] Portfolio ytd: -6.64% SP500 ytd: +1.03% - I was on vacation during the last week and we had a big selloff in software related stocks. I bought more $TOI and $ADBE. -"  
[X Link](https://x.com/anyuser/status/2022042032932630894)  2026-02-12T20:16Z [---] followers, [--] engagements


"Would you buy Visa or S&P Global today $V $SPGI"  
[X Link](https://x.com/martinhurtadocc/status/2023179934773219330)  2026-02-15T23:37Z [---] followers, [--] engagements


"Impressive turnaround from $UBER. Major shift from growing at all cost to profit machine"  
[X Link](https://x.com/martinhurtadocc/status/2023192890105868530)  2026-02-16T00:29Z [---] followers, [--] engagements


"Silver is more volatile than $BTC BREAKING: Silver prices drop -8% in minutes briefly after hitting a fresh record high. The volatility we are seeing in commodities is truly incredible. https://t.co/vm0m2r47VG BREAKING: Silver prices drop -8% in minutes briefly after hitting a fresh record high. The volatility we are seeing in commodities is truly incredible. https://t.co/vm0m2r47VG"  
[X Link](https://x.com/martinhurtadocc/status/2011637655810056626)  2026-01-15T03:12Z [---] followers, [--] engagements


"@ASESOREFA Posicionados con $BABA y $JD 💪"  
[X Link](https://x.com/martinhurtadocc/status/2011638079849717865)  2026-01-15T03:14Z [---] followers, [---] engagements


"$IBKR just solved one of the biggest headaches for global investors 🌎. You can now fund your brokerage account via stablecoins $USDC and soon $PYPL stablecoin. ⚡ Near-instant 24/7 funding 📉 Lower cross-border costs 🏦 No more waiting for bank wires Your funding doesnt need banking hours. Stablecoin deposits = 24/7 account funding @ Interactive Brokers See how 👉 https://t.co/UVuCfRo5ec #stablecoins #CryptoFinance #IBKR https://t.co/TpdVSsdVF7 Your funding doesnt need banking hours. Stablecoin deposits = 24/7 account funding @ Interactive Brokers See how 👉 https://t.co/UVuCfRo5ec"  
[X Link](https://x.com/martinhurtadocc/status/2011943738759675945)  2026-01-15T23:29Z [---] followers, [---] engagements


"Robinhood with a decent drop from the ath but still trades at 45x forward P/E. I see way better opportunities than $HOOD 📈"  
[X Link](https://x.com/martinhurtadocc/status/2012014295236952508)  2026-01-16T04:09Z [---] followers, [---] engagements


"This stock is -57% from ath. $ADBE"  
[X Link](https://x.com/martinhurtadocc/status/2012212572200534215)  2026-01-16T17:17Z [---] followers, [--] engagements


"Six months ago the narrative was that Figma would kill Adobe. Now AI is here to disrupt them both. 😅 $FIG $ADBE"  
[X Link](https://x.com/martinhurtadocc/status/2012314212370972888)  2026-01-17T00:01Z [---] followers, [---] engagements


"@Polybius361978 What do you like about the company I havent research it just the valuation looks crazy"  
[X Link](https://x.com/martinhurtadocc/status/2012539338886639753)  2026-01-17T14:55Z [---] followers, [--] engagements


"Liberation day [---] 🫠 BREAKING: Trump imposes 10% tariffs on the following countries Denmark Finland Norway Sweden France Germany Netherlands United Kingdom BREAKING: Trump imposes 10% tariffs on the following countries Denmark Finland Norway Sweden France Germany Netherlands United Kingdom"  
[X Link](https://x.com/martinhurtadocc/status/2012572368946786388)  2026-01-17T17:06Z [---] followers, [--] engagements


"@BobbyFinanceX In robinhood you can buy adr or otc for some international stocks only. $IBKR offers access to most international stock markets that is nice to have imo"  
[X Link](https://x.com/martinhurtadocc/status/2012667006072279062)  2026-01-17T23:23Z [---] followers, [---] engagements


"Checking the market next week after President Trump proposed tariffs on European allies & EU may retaliate by abandoning existing commercial treaties sparking fears of a renewed global trade war"  
[X Link](https://x.com/martinhurtadocc/status/2012947474697027738)  2026-01-18T17:57Z [---] followers, [--] engagements


"@IBKR Should launch a new card with cashback like $HOOD gold card"  
[X Link](https://x.com/martinhurtadocc/status/2013088493489062373)  2026-01-19T03:17Z [---] followers, [--] engagements


"$RACE is trading at its lowest valuation in [--] years. 📉 The catch Guidance suggests revenue growth will slow compared to previous years"  
[X Link](https://x.com/martinhurtadocc/status/2013249678272270527)  2026-01-19T13:58Z [---] followers, [---] engagements


"Top [--] Software companies with forward P/E & Rev growth. $SAP $CRM $SHOP $UBER $INTU $NOW $ADBE $ADP $CDNS $SNOW"  
[X Link](https://x.com/martinhurtadocc/status/2013300518643257652)  2026-01-19T17:20Z [---] followers, [---] engagements


"Alibaba Eps vs stock price. The company is still undervalued. It has the 36% cloud market share in China growing 34% yoy. $BABA"  
[X Link](https://x.com/martinhurtadocc/status/2013382428039975075)  2026-01-19T22:45Z [---] followers, [---] engagements


"@carbonfinancex What a great buy $GE"  
[X Link](https://x.com/martinhurtadocc/status/2013405260409094445)  2026-01-20T00:16Z [---] followers, [---] engagements


"Natural Gas 🚀"  
[X Link](https://x.com/martinhurtadocc/status/2013422878612468158)  2026-01-20T01:26Z [---] followers, [--] engagements


"@HighYieldHustle But the dividend 😂"  
[X Link](https://x.com/martinhurtadocc/status/2013459719113879857)  2026-01-20T03:52Z [---] followers, [---] engagements


"52 week low for $PYPL. Now -38% in the last year"  
[X Link](https://x.com/martinhurtadocc/status/2013628294189519326)  2026-01-20T15:02Z [---] followers, [---] engagements


"Nobody wants $BTC now. $GLD $SLV 🚀"  
[X Link](https://x.com/martinhurtadocc/status/2013669655613747260)  2026-01-20T17:47Z [---] followers, [---] engagements


"@Micro2Macr0 $MSTR -8% now 🫠"  
[X Link](https://x.com/martinhurtadocc/status/2013688774237057048)  2026-01-20T19:03Z [---] followers, [---] engagements


"@RJCcapital $RKLB safe haven"  
[X Link](https://x.com/martinhurtadocc/status/2013739646480421372)  2026-01-20T22:25Z [---] followers, [---] engagements


"S&P [---] today. Most of the sectors red except some consumer defensive and healthcare stocks like $PG $KO $UNH $LLY"  
[X Link](https://x.com/martinhurtadocc/status/2013801452716662878)  2026-01-21T02:30Z [---] followers, [---] engagements


"After a whole year of only going up $PLTR is showing some weakness. I feel it needs to drop an extra -30% to get interested valuation its to high for the growth imo"  
[X Link](https://x.com/martinhurtadocc/status/2014108369087266951)  2026-01-21T22:50Z [---] followers, [---] engagements


"Lets see if this actually happens or its only noise like the spinoffs last year. $BABA"  
[X Link](https://x.com/martinhurtadocc/status/2014329836601229385)  2026-01-22T13:30Z [---] followers, [--] engagements


"Intel eps during the last [--] years. Crazy to compare it to $TSM or $NVDA that are growing like crazy. $INTC"  
[X Link](https://x.com/martinhurtadocc/status/2014480413708738866)  2026-01-22T23:28Z [---] followers, [---] engagements


"@Micro2Macr0 @Tesla Do you expect a massive earnings growth for [----] Or based in charts and hype"  
[X Link](https://x.com/martinhurtadocc/status/2014487572647391415)  2026-01-22T23:57Z [---] followers, [---] engagements


"YTD performance of the SP500 sectors. Materials & Energy leading ✅ Financials & Tech lagging ❌"  
[X Link](https://x.com/martinhurtadocc/status/2014749041305800770)  2026-01-23T17:16Z [---] followers, [--] engagements


"@gainify_io A lot of uncertainty on the future of $DUOL"  
[X Link](https://x.com/martinhurtadocc/status/2014892032158814538)  2026-01-24T02:44Z [---] followers, [--] engagements


"@BourbonCap No $AMZN"  
[X Link](https://x.com/martinhurtadocc/status/2015142984686223506)  2026-01-24T19:21Z [---] followers, [--] engagements


"Portfolio update Jan [--] Portfolio ytd: +3.13% SP500 ytd: +0.83% - No changes during the week I only bought a few shares of $OUST $SOFI $BAM. - Cash position is at 10% sitting in $SGOV the extra money is from savings and end of year bonus. - A lot of good companies getting close to my buy prices. https://twitter.com/i/web/status/2015159404622991831 https://twitter.com/i/web/status/2015159404622991831"  
[X Link](https://x.com/martinhurtadocc/status/2015159404622991831)  2026-01-24T20:26Z [---] followers, [---] engagements


"Portfolio update Jan [--] Portfolio ytd: +3.13% SP500 ytd: +0.83% - No changes during the week I only bought a few shares of $OUST $SOFI $BAM. - Cash position is at 10% sitting in $SGOV the extra money is from savings and end of year bonus. - A lot of good companies getting close to my buy prices. https://twitter.com/i/web/status/2015159466048606716 https://twitter.com/i/web/status/2015159466048606716"  
[X Link](https://x.com/martinhurtadocc/status/2015159466048606716)  2026-01-24T20:27Z [---] followers, [---] engagements


"Mastercard vs Visa multiple over the last [--] yr. $MA its been trading at a higher P/E than $V after covid. One of the reasons is the eps cagr from 2020-2025. $MA eps +20% $V eps +18%"  
[X Link](https://x.com/martinhurtadocc/status/2015527949705838783)  2026-01-25T20:51Z [---] followers, [--] engagements


"@TheRayMyers Not even in the best case scenarios those names would 5x in [--] years. Maybe $BMNR if eth goes parabolic"  
[X Link](https://x.com/martinhurtadocc/status/2015856635139313970)  2026-01-26T18:37Z [---] followers, [----] engagements


"Microsoft launch Maia [---] the latest AI accelerator. All the hyperscalers are using custom made chips. $MSFT -- Maia [---] Cobalt [---] $GOOGL -- Tpu v7 Axion $META -- Mtia v3 $BABA -- PPUYitian $AMZN -- Trainium3 Graviton5"  
[X Link](https://x.com/martinhurtadocc/status/2015862127584518512)  2026-01-26T18:59Z [---] followers, [--] engagements


"$UNH with a -10% today after US proposes keeping Medicare insurer payment rates steady next year. Other healthcare insurance companies dropping too $CVS -11% 🩸"  
[X Link](https://x.com/martinhurtadocc/status/2015907731652112417)  2026-01-26T22:00Z [---] followers, [---] engagements


"Empresas que me gustaria tener pero al precio correcto. Mercado Libre $meli MSCI Inc $msci Waste Management $wm"  
[X Link](https://x.com/martinhurtadocc/status/2000961092143513998)  2025-12-16T16:07Z [---] followers, [---] engagements


"Acciones con un ROIC sobre el 10% cerca de su minimo de [--] semanas: Copart $cprt Trade desk $ttd X Financial $xyf Procter & Gamble $pg Clorox $clx"  
[X Link](https://x.com/martinhurtadocc/status/2002208250918269113)  2025-12-20T02:43Z [---] followers, [---] engagements


"$jd me parece una de las mejores oportunidades para [----]. - Revenues +16% - 22B en cash 55% de su mkt cap - 3% recompras - 3.5% dividendo creciente - Lider en automatizacion logistica - 67% de JD health - 84% de JD logistics - Forward P/E 8.7"  
[X Link](https://x.com/martinhurtadocc/status/2002928161278103936)  2025-12-22T02:24Z [---] followers, [---] engagements


"Empresas a considerar en sectores alejados de la IA. Autozone $AZO Waste Management $WM Republic Services $RSG UnitedHealth $UNH Mid-America Apartments $MAA VICI Properties $VICI"  
[X Link](https://x.com/martinhurtadocc/status/2004617630456709573)  2025-12-26T18:17Z [---] followers, [--] engagements


"Most of AutoZone's returns were driven by multiple expansion. From 17x ➡ 28x. I expect a mean reversion for $AZO"  
[X Link](https://x.com/martinhurtadocc/status/2008270407162622003)  2026-01-05T20:12Z [---] followers, [---] engagements


"LandBridge Alibaba & PayPal holding the portfolio today. A lot of tech and software names dropping today. $LB $BABA $PYPL"  
[X Link](https://x.com/martinhurtadocc/status/2011529145088688524)  2026-01-14T20:01Z [---] followers, [---] engagements


"So many stocks have been re-rated during the last year and some are not even cheap for the growth. Forward P/E: Ferrari $RACE 47x ➡ 32x P&G $PG 25x ➡ 20x Netflix $NFLX 42x ➡ 28x Pepsi $PEP 24x ➡ 17x Fair Isaac $FICO 60x ➡ 38x"  
[X Link](https://x.com/martinhurtadocc/status/2012307500729524472)  2026-01-16T23:34Z [---] followers, [---] engagements


"Portfolio update Jan [--] - Sold $UNH and bought $ADBE. I see more upside in Adobe and its an easier business to understand and follow. - Added more to $TOI.V after the selloff in software. - Plan to add more to $ADBE and to growth stocks like $OUST $LB. - Cash position 8%"  
[X Link](https://x.com/martinhurtadocc/status/2012665078261104970)  2026-01-17T23:15Z [---] followers, [---] engagements


"Stocks and the prices I will be interested in if the sell-off continues. $META under $580 $MELI under $1800 $SOFI under $24 $FICO under $1300 $ADBE under $300 $BAM under $48"  
[X Link](https://x.com/martinhurtadocc/status/2013768269199556791)  2026-01-21T00:19Z [---] followers, [---] engagements


"@_masterinvestor We are only -2% from ath 😅"  
[X Link](https://x.com/martinhurtadocc/status/2013802301035569511)  2026-01-21T02:34Z [---] followers, [----] engagements


"$FICO average forward p/e used to be 25x during 2016-2020 period. Now its 37x after a big multiple expansion alongside a near double in eps growth. Do you think 37x its sustainable"  
[X Link](https://x.com/martinhurtadocc/status/2014029711471415736)  2026-01-21T17:37Z [---] followers, [---] engagements


"Data centers are the new factories and nuclear is the only 24/7 carbon-free fuel. I am getting very interested on Vistra and Constellation Energy as the leaders of this transition. As Hyperscalers rush for more power these assets only become more valuable. $CEG $VST"  
[X Link](https://x.com/martinhurtadocc/status/2014472833162731970)  2026-01-22T22:58Z [---] followers, [---] engagements


"@itsthewealth4me $COPX and $ICOP 📈"  
[X Link](https://x.com/martinhurtadocc/status/2015078874942497279)  2026-01-24T15:06Z [---] followers, [---] engagements


"The market didnt like the guidance of United Health lower than expected. $UNH down -17% today. So much uncertainty in the healthcare sector"  
[X Link](https://x.com/martinhurtadocc/status/2016158044363645088)  2026-01-27T14:35Z [---] followers, [---] engagements


"$UNH is officially entering the "Most Hated Stocks" club. Joining $PYPL $JD and $ADBE 📉"  
[X Link](https://x.com/martinhurtadocc/status/2016191996885450883)  2026-01-27T16:50Z [---] followers, [---] engagements


"Brutal start of [----] for the software sector. $CRM $INTU $NOW $ADBE $ROP"  
[X Link](https://x.com/martinhurtadocc/status/2016199609199088100)  2026-01-27T17:20Z [---] followers, [---] engagements


"Tomorrow big earnings day. Before open: Asml $ASML GE Vernova $GEV Starbucks $SBUX After close: Meta Platforms $META Microsoft $MSFT Tesla $TSLA ServiceNow $NOW Waste Managemenet $WM"  
[X Link](https://x.com/martinhurtadocc/status/2016286823580881215)  2026-01-27T23:06Z [---] followers, [---] engagements


"Eps for the last [--] years for Starbucks. It had a massive operating margin compression from 18% to 4.5% with a slower revenue growth. $SBUX"  
[X Link](https://x.com/martinhurtadocc/status/2016551192038429160)  2026-01-28T16:37Z [---] followers, [--] engagements


"Microsoft double beat ✅ Revenue: $81.3B estimate $80.3B EPS: $4.14 estimate $3.91 $MSFT -4% after hours"  
[X Link](https://x.com/martinhurtadocc/status/2016622876015645105)  2026-01-28T21:22Z [---] followers, [----] engagements


"Meta Platforms double beat ✅ Rev: $59.9B estimate $58.4B EPS: $8.88 estimate $8.21 $META +5% after hours"  
[X Link](https://x.com/martinhurtadocc/status/2016625139878707446)  2026-01-28T21:31Z [---] followers, [---] engagements


"Tesla double beat ✅ Revenue: $24.9B estimate $24.7B EPS: $0.50 estimate $0.45 $TSLA +3% after hours"  
[X Link](https://x.com/martinhurtadocc/status/2016627285172900121)  2026-01-28T21:39Z [---] followers, [--] engagements


"Meta Platforms double beat ✅ Revenue: $59.9B estimate $58.4B EPS: $8.88 estimate $8.21 $META +5% after hours"  
[X Link](https://x.com/martinhurtadocc/status/2016627365799968882)  2026-01-28T21:40Z [---] followers, [---] engagements


"Visa double beat ✅ Revenue: $10.9B estimate $10.7B EPS: $3.17 estimate $3.14 $V +1% after hours"  
[X Link](https://x.com/martinhurtadocc/status/2016995091420688665)  2026-01-29T22:01Z [---] followers, [---] engagements


"All of my stocks red today except $BJ that tends to inverse the index during a sell-off and the hated $ADBE 😳"  
[X Link](https://x.com/martinhurtadocc/status/2017332032343253105)  2026-01-30T20:20Z [---] followers, [--] engagements


"Earnings for next week: $PLTR $PYPL $PEP $AMD $CMG $UBER $GOOGL $AMZN $LLY"  
[X Link](https://x.com/martinhurtadocc/status/2017601207649391038)  2026-01-31T14:09Z [---] followers, [---] engagements


"How is the SP500 still holding [----] So many sectors being killed Software fintech growth some financials. $SPY $QQQ"  
[X Link](https://x.com/martinhurtadocc/status/2018745621985825203)  2026-02-03T17:57Z [---] followers, [--] engagements


"No se paga cualquier precio aunque sean empresas de calidad. P/E forward [----] -- 24x P/E forward [----] -- 14x $dge $deo"  
[X Link](https://x.com/martinhurtadocc/status/2000776946922209568)  2025-12-16T03:56Z [---] followers, [---] engagements


"Stock split 3/1 de Texas Pacific Land. Empresa muy interesante con tierras en Texas con royalties de gas petroleo y servicios de agua. Margen neto del 61% mas altos que las tecnologicas. $TPL"  
[X Link](https://x.com/martinhurtadocc/status/2003482590603534482)  2025-12-23T15:07Z [---] followers, [---] engagements


"$OTIS down -5% after reporting earnings. Slight miss of revenue and eps. [----] outlook low to mid single digit organic sales growth and $1.5B to shareholders through dividends and buybacks"  
[X Link](https://x.com/martinhurtadocc/status/2016530210846314717)  2026-01-28T15:14Z [---] followers, [--] engagements

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