# ![@qualtrim Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1927933140754124802.png) @qualtrim Qualtrim

Several major investors, including Warren Buffett, have recently bought or increased their positions in UnitedHealth Group ($UNH). UnitedHealth has shown consistent revenue growth over the past [--] years and has continued to compound fundamentals despite a decrease in the total number of people served. Its stock has risen 30% in just one month.

### Engagements: [-------] [#](/creator/twitter::1927933140754124802/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927933140754124802/c:line/m:interactions.svg)

- [--] Week [---------] +340%
- [--] Month [---------] -11%
- [--] Months [----------] +9,551%

### Mentions: [--] [#](/creator/twitter::1927933140754124802/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927933140754124802/c:line/m:posts_active.svg)

- [--] Month [---] -21%
- [--] Months [---] +4,710%

### Followers: [------] [#](/creator/twitter::1927933140754124802/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927933140754124802/c:line/m:followers.svg)

- [--] Week [------] +11%
- [--] Month [------] +19%
- [--] Months [------] +640%

### CreatorRank: [------] [#](/creator/twitter::1927933140754124802/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927933140754124802/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #872 [technology brands](/list/technology-brands)  48% [finance](/list/finance)  #6011 [cryptocurrencies](/list/cryptocurrencies)  8% [countries](/list/countries)  3% [social networks](/list/social-networks)  3% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$amzn](/topic/$amzn) #202, [$googl](/topic/$googl) #3395, [microsoft](/topic/microsoft) #339, [stocks](/topic/stocks) #1094, [meta](/topic/meta) #955, [$meta](/topic/$meta) #17, [$msft](/topic/$msft) #51, [$goog](/topic/$goog) #156, [dividend](/topic/dividend) #1342, [cloud](/topic/cloud) #355

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@mrchoudhury](/creator/undefined) [@dousek_equity](/creator/undefined) [@0xmountain](/creator/undefined) [@fiscorainvest](/creator/undefined) [@toninafairvalue](/creator/undefined) [@vjncapital](/creator/undefined) [@wealthmatica](/creator/undefined) [@brokentoysinv](/creator/undefined) [@agarwoodcapital](/creator/undefined) [@_leapoptionscp_](/creator/undefined) [@stockfins](/creator/undefined) [@femmeinvestor_](/creator/undefined) [@greenpipstrade](/creator/undefined) [@investfreedom05](/creator/undefined) [@willbiddy_](/creator/undefined) [@findleysfinance](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@paperapplepie](/creator/undefined) [@don_simpaticon](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Metadium (META)](/topic/$meta) [Adobe, Inc. (ADBE)](/topic/$adbe) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Mastercard, Inc. (MA)](/topic/$ma) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Moody's Corporation (MCO)](/topic/$mco) [RAI Finance (SOFI)](/topic/$sofi) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Netflix Inc (NFLX)](/topic/$nflx) [S&P Global Inc (SPGI)](/topic/$spgi) [MercadoLibre Inc (MELI)](/topic/$meli) [CatCoin (CAT)](/topic/$cat) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [ZetaChain (ZETA)](/topic/$zeta) [Advanced Micro Devices (AMD)](/topic/$amd) [UnitedHealth Group (UNH)](/topic/$unh) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [ServiceNow Inc (NOW)](/topic/servicenow) [Now Coin (NOW)](/topic/$now) [Applied Digital Corp. (APLD)](/topic/$apld) [Salesforce Inc (CRM)](/topic/$crm) [Intuit Inc. (INTU)](/topic/$intu) [Shift4 Payments, Inc. (FOUR)](/topic/shift4-payments) [4 (FOUR)](/topic/$four) [Tesla, Inc. (TSLA)](/topic/tesla) [Dycom Industries, Inc. (DY)](/topic/$dy) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Limitus (LMT)](/topic/$lmt) [Snap-on Incorporated (SNA)](/topic/$sna) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Kraft Heinz Co (KHC)](/topic/$khc) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Micron Technology, Inc. (MU)](/topic/$mu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Amazon AWS backlog just got updated. Balance is now at $244b up +40% YoY. Google Cloud's backlog is almost equivalent now at $240b. $AMZN $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2019736824516952321)  2026-02-06T11:35Z 23.9K followers, 41K engagements


"A year ago Applied Digital was doing $36.3M revenue post spin-off. They just reported $126.6M. Thats a +250% YoY increase. $APLD"  
[X Link](https://x.com/qualtrim/status/2010322111995523505)  2026-01-11T12:05Z 23.9K followers, [----] engagements


"Amazon's operating cash flow has grown by $92.76B since the [----] stagflation lows. A staggering +198% in just three years. $AMZN"  
[X Link](https://x.com/qualtrim/status/2021199977561596280)  2026-02-10T12:30Z 23.9K followers, 13.4K engagements


"3. $ADBE - Adobe Inc: -62%"  
[X Link](https://x.com/qualtrim/status/2021287273858572297)  2026-02-10T18:16Z 23.9K followers, 57.6K engagements


"5. $CRM - Salesforce: -47%"  
[X Link](https://x.com/qualtrim/status/2021287279830917328)  2026-02-10T18:16Z 23.9K followers, 54K engagements


"10. $INTU - Intuit: -47%"  
[X Link](https://x.com/qualtrim/status/2021287294401974375)  2026-02-10T18:16Z 23.9K followers, 48.2K engagements


"4/ Adobe $ADBE Drawdown: -19.5% YTD AI fears dominate headlines yet Creative Cloud remains unmatched and Adobe continues to compound. Asymmetrical opportunity"  
[X Link](https://x.com/qualtrim/status/1983136562335338596)  2025-10-28T11:39Z 23.8K followers, [----] engagements


"5/ Fair Isaac $FICO Drawdown: -15.3% YTD Monopoly-level pricing power shifting to subscription. Perhaps just a drawdown before the next leg higher"  
[X Link](https://x.com/qualtrim/status/1983136564524839178)  2025-10-28T11:39Z 23.7K followers, [----] engagements


"If you're hunting for value start here. Here are [--] stocks under a 20x forward multiple. 1) Adobe $ADBE Forward P/E 13.35x"  
[X Link](https://x.com/qualtrim/status/1991849042603590098)  2025-11-21T12:39Z 23.7K followers, 212.2K engagements


"2) Shift4 Payments $FOUR Forward P/E 10.32x"  
[X Link](https://x.com/qualtrim/status/1991849044704956801)  2025-11-21T12:39Z 21.6K followers, 25.1K engagements


"Dividend stocks arent supposed to outperform like this. These [--] completely break that narrative: [--]. Caterpillar $CAT: +65.21% YTD"  
[X Link](https://x.com/qualtrim/status/1998726943395508572)  2025-12-10T12:10Z 21.5K followers, 385.8K engagements


"Constellation Software is trading at it's most attractive valuation in [--] years. FCF/yield 3.62% FWD P/E 29.55x P/S Ratio 6.19x $CSU.TO"  
[X Link](https://x.com/qualtrim/status/2000248146291777969)  2025-12-14T16:54Z 21.6K followers, 21.7K engagements


"Tesla is sitting on the largest cash balance in its history. $42.24B on the balance sheet. $TSLA"  
[X Link](https://x.com/qualtrim/status/2003442970222297241)  2025-12-23T12:30Z 23.6K followers, 2.6M engagements


"5. Dycom Industries $DY - Joined: Dec [--] [----] - Revenue: +14.30% YoY Dycom provides specialty contracting for telecom fiber and 5G infrastructure"  
[X Link](https://x.com/qualtrim/status/2003803418994131083)  2025-12-24T12:22Z 23.6K followers, [----] engagements


"Space is the next frontier. Here are the [--] space stocks that beat the market in 2025: [--]. $RKLB RocketLab Corp: +180.93% YTD"  
[X Link](https://x.com/qualtrim/status/2005980427081978222)  2025-12-30T12:32Z 22.7K followers, 258.4K engagements


"Aletheia Capital analyst Warren Lau upgraded ASML to a Buy and doubled the price target to $1500 (from $750). ASML stock is up +8.00% today. $ASML"  
[X Link](https://x.com/qualtrim/status/2007102367121215684)  2026-01-02T14:51Z 21.4K followers, 282.4K engagements


"This stock isnt supposed to move like this. Moodys just received a major analyst upgrade: - Stifel: Hold Strong Buy - Price target raised to $574 $MCO"  
[X Link](https://x.com/qualtrim/status/2008512237947023386)  2026-01-06T12:13Z 22.7K followers, [----] engagements


"Axon has now delivered [--] consecutive quarters of +25% YoY revenue growth. Every single quarter beat analyst expectations. $AXON"  
[X Link](https://x.com/qualtrim/status/2010683184292258172)  2026-01-12T12:00Z 22.7K followers, [----] engagements


"Duolingo looks cheap at first glance. Trading at 19.19x earnings. Remove the $222.7M one-time tax benefit and the P/E jumps to 45.8x. $DUOL"  
[X Link](https://x.com/qualtrim/status/2011053266180980925)  2026-01-13T12:30Z 23.7K followers, 64.4K engagements


"Most investors chase yield. The real money is made owning businesses that grow dividends for decades. Here are [--] compounding dividend-growth machines: [--]. Lockheed Martin: $LMT - 10Y Dividend = 8.06% CAGR - [--] years of consecutive increases"  
[X Link](https://x.com/qualtrim/status/2011774156774523350)  2026-01-15T12:15Z 23.7K followers, 88.5K engagements


"2. Snap-on Incorporated: $SNA - 10Y Dividend = 14.95% CAGR - [--] years of consecutive increases"  
[X Link](https://x.com/qualtrim/status/2011774159664398759)  2026-01-15T12:15Z 23.7K followers, [----] engagements


"Taiwan Semiconductor Manufacturing Company has hit it's highest cash balance in the company's history. They now have $96.8 billion on cash. $TSM"  
[X Link](https://x.com/qualtrim/status/2013593602878775329)  2026-01-20T12:45Z 23.6K followers, 15K engagements


"Berkshire Hathaway may be making its first major move since Warren Buffett stepped aside as CEO. Selling its 28% stake in Kraft Heinz While sitting on $381B in cash. $BRK.B $KHC"  
[X Link](https://x.com/qualtrim/status/2014009518041031059)  2026-01-21T16:17Z 21.6K followers, 76K engagements


"Zeta Global has reported [--] consecutive beat and raise quarters. Who else is doing this at scale $ZETA"  
[X Link](https://x.com/qualtrim/status/2014318379398582411)  2026-01-22T12:45Z 23.6K followers, 27.7K engagements


"Google's investment thesis summarized: [--]. Margins expanding to 23.7% [--]. $155B Cloud backlog (+46% QoQ) [--]. Cloud revenue accelerating (+34% YoY) [--]. API usage exploding (+143% in [--] months) $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2014676094406803794)  2026-01-23T12:26Z 21.5K followers, 24.3K engagements


"TD Cowen and Wells Fargo raised their Amazon price targets in mid-January. TD Cowen: PT $315 Wells Fargo: PT $301 That's a minimum +25% return from today. $AMZN"  
[X Link](https://x.com/qualtrim/status/2014811713577648215)  2026-01-23T21:25Z 21.5K followers, 12.2K engagements


"SoFi reports earrings next Friday January 30th. Remember this is a company growing. - Revenues: +38% YoY - Memberships: +35% YoY - Lending Segment: +25% YoY - Financial Services Product: +37% YoY Stock: flat for 5-months. $SOFI"  
[X Link](https://x.com/qualtrim/status/2015046935778869721)  2026-01-24T13:00Z 22.7K followers, 67.6K engagements


"Amazons fastest-growing segment isnt retail. Its Advertising. Compounding at a 23.5% CAGR analysts estimate operating margins can be as high as 70%. $AMZN"  
[X Link](https://x.com/qualtrim/status/2015394227107377468)  2026-01-25T12:00Z 21.4K followers, 20.1K engagements


"Micron has 5x its operating margin in the last [--] years while the market was distracted by Nvidia. Stock Price: 338% 1Y Operating margin: 45% Higher than: - AMD - Broadcom - Qualcomm Memory is cyclical but when it's in demand you should pay attention. $MU $AMD $AVGO"  
[X Link](https://x.com/qualtrim/status/2015759983640490345)  2026-01-26T12:13Z 21.6K followers, 13.5K engagements


"Amazons subscription segment alone is larger than 81.4% of the companies in the Fortune [---] That's $48 billion TTM. $AMZN"  
[X Link](https://x.com/qualtrim/status/2015764154779402670)  2026-01-26T12:30Z 21.5K followers, 23.5K engagements


"Meta more than a collection of apps. Its the worlds biggest overlapping ecosystem: 3.54B people. That overlap is the moat: - 80% of WhatsApp users also use Instagram - 78% also use Facebook Thats a monetization network. $META"  
[X Link](https://x.com/qualtrim/status/2016119129757859857)  2026-01-27T12:00Z 21.5K followers, 21.6K engagements


"UnitedHealth just missed revenue guidance. Stock is -15% pre-market. Notable super investors have bought around these levels: - David Tepper - Michael Burry - Warren Buffett Price is back below $300. $UNH"  
[X Link](https://x.com/qualtrim/status/2016142428848234789)  2026-01-27T13:33Z 21.5K followers, 18.1K engagements


"It's no secret that Google is invested in some of the largest private companies. Equity Stakes: - Stripe: Undisclosed - SpaceX: 7.5% stake - Anthropic: 14% stake That's a combined valuation of $104 Billion. Only 2.57% of Google's market cap. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2016482872908017952)  2026-01-28T12:05Z 21.6K followers, 28.8K engagements


"Fact: Meta's revenue business is 3.3X larger than Amazon's yet growing at the same rate. - Amazon Ads: +24% YoY - Meta Ads: +24% YoY Zuckerberg just guided for 30% YoY growth next quarter. $META $AMZN"  
[X Link](https://x.com/qualtrim/status/2016853662211993963)  2026-01-29T12:39Z 22.6K followers, 43.7K engagements


"The last time Microsoft traded at 26x earnings was the [----] stagflation lows. Since then EPS is up +76.7%. Same multiple much bigger business. $MSFT"  
[X Link](https://x.com/qualtrim/status/2017009962233327799)  2026-01-29T23:00Z 22.4K followers, 38.9K engagements


""Today Apple is proud to report a remarkable record-breaking quarter with revenue of $143.8 billion up 16% from a year ago" Tim Cook Apple CEO $AAPL"  
[X Link](https://x.com/qualtrim/status/2017203674997522560)  2026-01-30T11:50Z 22.6K followers, [----] engagements


"This is what a memory inflection looks like. SanDisk just guided next quarter revenue to $4.4B-$4.8B. That's +158% YoY minimum. $SNDK"  
[X Link](https://x.com/qualtrim/status/2017209931619795200)  2026-01-30T12:15Z 21.4K followers, [----] engagements


"SoFi just added [--] million new members in a single quarter (+34.8% YoY). For perspective Wells Fargo added 1.4M mobile active customers in all of [----]. $SOFI"  
[X Link](https://x.com/qualtrim/status/2017377225356509381)  2026-01-30T23:19Z 22.7K followers, 27K engagements


"Microsoft's total commercial RPO jumped 110% YoY to $625 billion. Approximately 45% belongs to OpenAI. $MSFT"  
[X Link](https://x.com/qualtrim/status/2017926190355316920)  2026-02-01T11:41Z 21.6K followers, 15.8K engagements


"Meta spent $72.22 billion in CapEx throughout [----]. In [----] guiding a CapEx range $115-$135 billion. That's a mid-guide of 73.1% YoY. Visualize that spend. $META"  
[X Link](https://x.com/qualtrim/status/2018298564632338606)  2026-02-02T12:20Z 21.5K followers, 10.9K engagements


"Palantir grew Total U.S. Customers (Gov + Comm) by another 49.5% this past quarter. They now have obtained [---] U.S. Customers. That's 3.8X since [----]. $PLTR"  
[X Link](https://x.com/qualtrim/status/2018649955536400682)  2026-02-03T11:37Z 22.6K followers, [----] engagements


"Here are [--] stocks that could extremely benefit from rate cuts are you ready [--]. Fair Isaac Corporation $FICO - The backbone of U.S. credit scoring. More lending = more credit checks = more FICO demand. A direct beneficiary of increased consumer borrowing"  
[X Link](https://x.com/qualtrim/status/1968280053646815314)  2025-09-17T11:45Z 23.8K followers, 20.5K engagements


"4. Dollar General Corp. $DG: +65.99% YTD"  
[X Link](https://x.com/qualtrim/status/1998726952107004120)  2025-12-10T12:10Z 23.8K followers, 36.6K engagements


"5. Franco-Nevada Corp. $FNV: +67.53% YTD"  
[X Link](https://x.com/qualtrim/status/1998726954191823001)  2025-12-10T12:10Z 23.8K followers, 38.2K engagements


"Bad news has plagued this stock. - SAFE Act of [----] - FDA warning letters - Profitability concerns - Novo Nordisk partnership termination - Amazon Pharmacy entering weight-loss meds Hims & Hers is down more than -42% in just [--] months. $HIMS"  
[X Link](https://x.com/qualtrim/status/2009969724717744544)  2026-01-10T12:45Z 23.8K followers, 28.4K engagements


"UnitedHealth continues to compound fundamentals quarter after quarter. - Revenue: 11.81% TTM - Stock Price: -47.5% in the last year. That's a massive disconnect. $UNH"  
[X Link](https://x.com/qualtrim/status/2016492706457882780)  2026-01-28T12:45Z 23.8K followers, 31.3K engagements


"Mastercard now has [---] billion cards in circulation globally. That means there is now nearly one Mastercard for every two people on Earth. Superiority. $MA"  
[X Link](https://x.com/qualtrim/status/2017391125527412951)  2026-01-31T00:15Z 23.8K followers, 19.1K engagements


"Mastercard is quietly becoming a payments OS. Value-Added Services (cybersecurity data fraud) grew +26% this quarter. That's a $500B TAM with 6.5% penetration. $MA"  
[X Link](https://x.com/qualtrim/status/2017600561973973096)  2026-01-31T14:07Z 23.8K followers, 35.3K engagements


"Visa officially processes [---] million transactions every single day. - Visa Debit Cards: [---] billion - Visa Credit Cards: [---] billion Card volumes are the key. $V"  
[X Link](https://x.com/qualtrim/status/2017934707099595241)  2026-02-01T12:15Z 23.8K followers, 12.1K engagements


"Fact: Microsoft has not missed a dividend increase since [----]. That's a [--] year consecutive streak. $MSFT"  
[X Link](https://x.com/qualtrim/status/2018097026970321169)  2026-02-01T23:00Z 23.8K followers, 32.5K engagements


"Massive cloud providers Google and Amazon report earnings this week. Microsoft reported: +39% YoY Azure growth +110% Cloud RPO Is the writing on the wall for Google Cloud and AWS $GOOGL $AMZN $MSFT"  
[X Link](https://x.com/qualtrim/status/2018305665312198792)  2026-02-02T12:49Z 23.8K followers, 46.1K engagements


"Uber now trades at a 5.35% FCF yield. "Uber is a highly profitable and cash-generative growth machine" . "it's incredibly cheap." Bill Ackman $UBER"  
[X Link](https://x.com/qualtrim/status/2019018098091631018)  2026-02-04T12:00Z 23.8K followers, 31.8K engagements


"Two years ago Google Cloud made $266M in operating income. Just reported $5.3B at a 30.1% margin. Thats a 20x revolution. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2019376709632688440)  2026-02-05T11:45Z 23.8K followers, 16.2K engagements


"YouTube remains the #1 streamer in the U.S. for nearly [--] years according to Nielsen. Platform did $40.37B with [---] million daily active users. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2019901416693961177)  2026-02-06T22:30Z 23.8K followers, [----] engagements


"2. UL Solutions $ULS - Joined: Dec [--] [----] - Revenue: +7.11% YoY UL Solutions delivers essential testing inspection and certification services across global supply chains"  
[X Link](https://x.com/qualtrim/status/2003803411313996160)  2025-12-24T12:22Z 23.8K followers, [----] engagements


"3. Lowe's Companies: $LOW - 10Y Dividend = 16.07% CAGR - [--] years of consecutive increases"  
[X Link](https://x.com/qualtrim/status/2011774161979654595)  2026-01-15T12:15Z 23.9K followers, [----] engagements


"4. Caterpillar Inc: $CAT - 10Y Dividend = 16.07% CAGR - [--] years of consecutive increases"  
[X Link](https://x.com/qualtrim/status/2011774164131332355)  2026-01-15T12:15Z 23.9K followers, [----] engagements


"Netflix is trading at the same levels it did in November [----] -33.5% from all-time highs. In that time free cash flows have climbed from $7B to nearly $9B. That's a 25.98% increase. $NFLX"  
[X Link](https://x.com/qualtrim/status/2012872605120843820)  2026-01-18T13:00Z 23.9K followers, 1.2M engagements


"This is what a tollbooth looks like: 90% of all debt carries both a Moodys and an S&P rating. Dev Kantesaria $MCO $SPGI"  
[X Link](https://x.com/qualtrim/status/2001987294048436262)  2025-12-19T12:05Z 23.9K followers, 14.8K engagements


"At Qualtrim we believe great research shouldn't cost a fortune. 7-day free trial. Full access: $8.25/month. Stop overpaying and enjoy institutional-grade analytics right now. Serious tools for serious investors"  
[X Link](https://x.com/qualtrim/status/1988947457594781753)  2025-11-13T12:30Z 23.9K followers, 129.7K engagements


"Netflix spends $18B/year on content to compete for attention. YouTubes content spend is basically $0. Yet YouTube Ads alone generates almost as much revenue as all of Netflix: - Netflix TTM: $45.18B - YouTube Ads TTM: $39.46B Same attention economy. $GOOGL $NFLX"  
[X Link](https://x.com/qualtrim/status/2015409316707422326)  2026-01-25T13:00Z 23.9K followers, 379.6K engagements


"Fair Issac Corp. is down -8.5% today and -20% over the last month. Reminder 90% of all lending decisions in the USA use a FICO score. Scores are up 28% in the last [--] months. $FICO"  
[X Link](https://x.com/qualtrim/status/2018791778644804019)  2026-02-03T21:00Z 23.9K followers, 17.6K engagements


"These companies arent supposed to trade like meme stocks. - Moody's: -8.9% - S&P Global: -11.3% Rare opportunity. $MCO $SPGI"  
[X Link](https://x.com/qualtrim/status/2019015126628626936)  2026-02-04T11:48Z 23.9K followers, 42.3K engagements


""Data Center segment revenue increased 39% YoY to a record $5.4B led by accelerating Instinct MI350 Series GPU deployments" Lisa Su CEO $AMD"  
[X Link](https://x.com/qualtrim/status/2019029420686586316)  2026-02-04T12:45Z 23.9K followers, 13.7K engagements


"Google Cloud just printed 48% YoY growth. Analysts are now projecting Cloud revenues to hit $87B in [----] or a 50% YoY increase. They too project 35-39% Operating Margins. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2019384259610345681)  2026-02-05T12:15Z 23.9K followers, [----] engagements


"AWS acceleration has been explosive. Amazon's Cloud ARR is 74% larger than Microsoft yet has accelerated to 3-year highs of 24% YoY. AWS is a Juggernaut. $AMZN"  
[X Link](https://x.com/qualtrim/status/2019742871704805531)  2026-02-06T12:00Z 23.9K followers, 10.7K engagements


"In the first quarter our revenue growth is 35% . I would be incredibly disappointed if our first quarter was the fastest quarter of the year. Anthony Noto $SOFI"  
[X Link](https://x.com/qualtrim/status/2020114349004607776)  2026-02-07T12:36Z 23.9K followers, 41.2K engagements


"2. $NFLX: Netflix Stock: -38.7% Revenue: +15.8% TTM"  
[X Link](https://x.com/qualtrim/status/2020478272606285891)  2026-02-08T12:42Z 23.9K followers, 58.9K engagements


"3. $MSFT: Microsoft Stock: -27.8% Revenue: +16.7% TTM"  
[X Link](https://x.com/qualtrim/status/2020478275101880565)  2026-02-08T12:42Z 23.9K followers, 55.4K engagements


"4. $AMZN: Amazon Stock: -18.7% Revenue: +12.4% TTM"  
[X Link](https://x.com/qualtrim/status/2020478277253484738)  2026-02-08T12:42Z 23.9K followers, 55.1K engagements


"Super Bowl LX could be the most profitable ever. NBCU is projected to generate $800M-$1B. That's only 0.81% of total [----] revenues. #SuperBowlLX"  
[X Link](https://x.com/qualtrim/status/2020618645072924672)  2026-02-08T22:00Z 23.9K followers, [----] engagements


"Meta has hit it's largest debt and cash levels in history. Debt: $58.7 billion. Cash: $81.6 billion. $META"  
[X Link](https://x.com/qualtrim/status/2020837588366496102)  2026-02-09T12:30Z 23.9K followers, 29.9K engagements


"9. $SPGI - S&P Global: -28%"  
[X Link](https://x.com/qualtrim/status/2021287291390447661)  2026-02-10T18:16Z 23.9K followers, 49.3K engagements


"11. $MELI - MercadoLibre: -22%"  
[X Link](https://x.com/qualtrim/status/2021287299057844461)  2026-02-10T18:17Z 23.9K followers, 49.4K engagements


"Index updates matter. Here are the [--] stocks added to the S&P400 MidCap in December: [--]. UiPath - $PATH - Pending addition: Jan 2nd [----] - Revenue: +16% YoY UiPath is an enterprise intelligent automation process ecosystem"  
[X Link](https://x.com/qualtrim/status/2003803408952897974)  2025-12-24T12:22Z 23.9K followers, 75.6K engagements


"PayPal is a tale of two realities. - 5Y stock: -77% - 5Y revenue: +61.8% At 9.8x forward earnings this is either a historic mispricing or massive value trap. $PYPL"  
[X Link](https://x.com/qualtrim/status/2012494324445921742)  2026-01-17T11:56Z 23.9K followers, 94.7K engagements


"Palantir has a new largest cash balance ever with zero long-term debt. Their cash pile now sits at $7.2 billion. $PLTR"  
[X Link](https://x.com/qualtrim/status/2018655710897455216)  2026-02-03T12:00Z 23.9K followers, 141.8K engagements


"Google just posted the largest debt balance in its history. Now at $59.29 billion. $GOOGL $GOOG"  
[X Link](https://x.com/qualtrim/status/2019421257935294704)  2026-02-05T14:42Z 23.9K followers, 78.6K engagements


"Microsoft's Cloud RPO is 29% larger than the backlogs of AWS and Google Cloud combined. Put that into perspective. $MSFT $AMZN $GOOGL"  
[X Link](https://x.com/qualtrim/status/2020163994120557032)  2026-02-07T15:53Z 23.9K followers, 48K engagements


"These are [--] large-cap stocks where price and fundamentals are completely disconnected. [--]. $MELI: MercadoLibre Stock: -30.5% Revenue: +38% TTM"  
[X Link](https://x.com/qualtrim/status/2020478270429429767)  2026-02-08T12:42Z 23.9K followers, 490.2K engagements


"5. $META: Meta Platform Stock: -16.9% Revenue: +22.2% TTM"  
[X Link](https://x.com/qualtrim/status/2020478279866548359)  2026-02-08T12:42Z 23.9K followers, 54.3K engagements


"Meta's average revenue per user hit an all-time high of $57.03. In U.S. and Canada ARPU hit $78.37. That's 11x the "rest of the world". $META"  
[X Link](https://x.com/qualtrim/status/2020486521804247119)  2026-02-08T13:15Z 23.9K followers, 82.6K engagements


"Costcos Kirkland empire is only [---] warehouses worldwide roughly 8.6% of Walmarts global store count. Yet generates about 40% of Walmart's annual revenue. $COST $WMT"  
[X Link](https://x.com/qualtrim/status/2020830040435601724)  2026-02-09T12:00Z 23.9K followers, 14.2K engagements


"Adobe trades at a 11.3x P/FCF. This is the lowest valuation Adobe has traded in more than [--] years. That's 66% discount to the historical-norm. $ADBE"  
[X Link](https://x.com/qualtrim/status/2021195037992943755)  2026-02-10T12:10Z 23.9K followers, 23.2K engagements


"Amazon Meta Microsoft and Google hit a combined $357.5B of CapEx spending in the last [--] months. The same group spent $251B in [----]. That's a massive 42% increase. $AMZN $META $MSFT $GOOGL"  
[X Link](https://x.com/qualtrim/status/2021211297313063160)  2026-02-10T13:15Z 23.9K followers, [----] engagements


"Price eventually follows fundamentals. [--] stocks where cash flows tell a very different story than the stock price: [--]. $DUOL - Duolingo: -77%"  
[X Link](https://x.com/qualtrim/status/2021287267860611475)  2026-02-10T18:16Z 23.9K followers, 572.8K engagements


"2. $UBER - Uber Technologies: -27%"  
[X Link](https://x.com/qualtrim/status/2021287270435664221)  2026-02-10T18:16Z 23.9K followers, 59.9K engagements


"4. $ZETA - Zeta Global: -54%"  
[X Link](https://x.com/qualtrim/status/2021287276878143690)  2026-02-10T18:16Z 23.9K followers, 67.7K engagements


"6. $NOW - ServiceNow: -55%"  
[X Link](https://x.com/qualtrim/status/2021287282817278090)  2026-02-10T18:16Z 23.9K followers, 53.1K engagements


"7. $MNDY - Mondaycom: -83%"  
[X Link](https://x.com/qualtrim/status/2021287285883342891)  2026-02-10T18:16Z 23.9K followers, 52K engagements


"8. $AMZN - Amazon: -19%"  
[X Link](https://x.com/qualtrim/status/2021287288349524337)  2026-02-10T18:16Z 23.9K followers, 50.4K engagements


"12. $DASH - DoorDash: -34%"  
[X Link](https://x.com/qualtrim/status/2021287302245515683)  2026-02-10T18:17Z 23.9K followers, 47.9K engagements


"Duolingo reported [-----] million monthly active users in Q3. What impact do you think the Super Bowl had $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"  
[X Link](https://x.com/qualtrim/status/2021332093301666075)  2026-02-10T21:15Z 23.9K followers, 25.9K engagements


"Mastercard has traded at the same earnings multiple for nearly three years. Meanwhile cash flows have skyrocketed +89.7%. $MA"  
[X Link](https://x.com/qualtrim/status/2021563897124475203)  2026-02-11T12:36Z 23.9K followers, 18.9K engagements


"Microsoft reported Net Income growth of +24% YoY and Azure Cloud growth of +39% YoY. Meanwhile the stock trades at [----] valuations. Interesting. $MSFT"  
[X Link](https://x.com/qualtrim/status/2021569922409824267)  2026-02-11T13:00Z 23.9K followers, 19K engagements


"Bill Ackman just added Meta Platforms. Based on where he initiated the position he likely bought between 26x to 33x earnings. $META Bill Ackman is sitting on 15% cash and he just let this slip: Were finishing due diligence on a company weve wanted to own for years now available at a bargain Whats the mystery stock $META $MA $MELI https://t.co/ZpBEOqfs3o Bill Ackman is sitting on 15% cash and he just let this slip: Were finishing due diligence on a company weve wanted to own for years now available at a bargain Whats the mystery stock $META $MA $MELI https://t.co/ZpBEOqfs3o"  
[X Link](https://x.com/qualtrim/status/2021631185496293572)  2026-02-11T17:03Z 23.9K followers, 63.4K engagements


"Can you name a more attractive chart than this Uber's operating income has more than 17x since the [----] inflection point. $UBER"  
[X Link](https://x.com/qualtrim/status/2021705818140266820)  2026-02-11T22:00Z 23.9K followers, 14.8K engagements


"Duolingo has now erased over 80% of its market cap since the highs. Its a $5B company again. $DUOL"  
[X Link](https://x.com/qualtrim/status/2021917397016342715)  2026-02-12T12:00Z 23.9K followers, 18.2K engagements


"ServiceNow is embedded in 85% of the Fortune [---]. 90% of its own IT tickets are resolved by AI zero humans. The stock is trading like somethings broken. $NOW"  
[X Link](https://x.com/qualtrim/status/2021924749278933025)  2026-02-12T12:30Z 23.9K followers, 44.4K engagements


"Spotify is a compounding machine. The company has maintained a 5Y CAGR of 16%. $SPOT"  
[X Link](https://x.com/qualtrim/status/2022068202168013115)  2026-02-12T22:00Z 23.9K followers, [----] engagements

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