[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @qualtrim Qualtrim Several major investors, including Warren Buffett, have recently bought or increased their positions in UnitedHealth Group ($UNH). UnitedHealth has shown consistent revenue growth over the past X years and has continued to compound fundamentals despite a decrease in the total number of people served. Its stock has risen XX% in just one month. ### Engagements: XXXXXX [#](/creator/twitter::1927933140754124802/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +104% - X Months XXXXXXXXX +322,692% ### Mentions: XX [#](/creator/twitter::1927933140754124802/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +32,100% ### Followers: XXXXXX [#](/creator/twitter::1927933140754124802/followers)  - X Week XXXXXX +3.10% - X Month XXXXXX +37% - X Months XXXXXX +930% ### CreatorRank: XXXXXXX [#](/creator/twitter::1927933140754124802/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #3611 [technology brands](/list/technology-brands) XXXXX% [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [luxury brands](/list/luxury-brands) XXXX% **Social topic influence** [$adbe](/topic/$adbe) #55, [$googl](/topic/$googl) #2839, [$amzn](/topic/$amzn) #64, [ai](/topic/ai) 6.45%, [$goog](/topic/$goog) #35, [$nflx](/topic/$nflx) #66, [$crm](/topic/$crm) #35, [crm](/topic/crm) #50, [business](/topic/business) 4.84%, [$uber](/topic/$uber) #189 **Top accounts mentioned or mentioned by** [@wearstockjersey](/creator/undefined) [@karanmodi501](/creator/undefined) [@segundo2nd](/creator/undefined) [@clearedgetrades](/creator/undefined) [@madeinborsacom](/creator/undefined) [@william_r2rclub](/creator/undefined) [@prasadcb9](/creator/undefined) [@higgins31411](/creator/undefined) [@fiscorainvest](/creator/undefined) [@ok_surf](/creator/undefined) [@mrchoudhury](/creator/undefined) [@meeijer](/creator/undefined) [@dalyamanagement](/creator/undefined) [@driller562](/creator/undefined) [@pivotooo](/creator/undefined) [@letushead](/creator/undefined) [@arftsuperitlg](/creator/undefined) [@wealthmatica](/creator/undefined) [@mostlybad](/creator/undefined) [@szczypkatom](/creator/undefined) **Top assets mentioned** [Adobe, Inc. (ADBE)](/topic/$adbe) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Netflix Inc (NFLX)](/topic/$nflx) [Cream (CRM)](/topic/$crm) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Metadium (META)](/topic/$meta) [Mastercard, Inc. (MA)](/topic/$ma) [Shopify Inc (SHOP)](/topic/$shop) [aelf (ELF)](/topic/$elf) [Elcoin (EL)](/topic/$el) [Salesforce Inc (CRM)](/topic/salesforce) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Fair Isaac, Corp. (FICO)](/topic/$fico) [MercadoLibre Inc (MELI)](/topic/$meli) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [UiPath, Inc. (PATH)](/topic/$path) [Microsoft Corp. (MSFT)](/topic/microsoft) [Whirlpool Corporation (WHR)](/topic/$whr) [Oracle Corporation (ORCL)](/topic/$orcl) [Costco Wholesale Corporation (COST)](/topic/costco) [Costco Hot Dog (COST)](/topic/$cost) [Advanced Micro Devices (AMD)](/topic/$amd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [RAI Finance (SOFI)](/topic/$sofi) [Broadcom, Inc. (AVGO)](/topic/$avgo) ### Top Social Posts Top posts by engagements in the last XX hours "Shopify is a high-quality compounding machine. 1) +30% Revenue Growth YoY 2) New clients: ELF & Este Lauder 3) XX years of relentless compounding $SHOP $ELF $EL" [X Link](https://x.com/qualtrim/status/1986044059924726014) 2025-11-05T12:12Z 14.2K followers, 12.6K engagements "Netflix just announced it will acquire Warner Bros. The stock is already trading below pre-Liberation Day levels. At what price are you buying $NFLX $WBD" [X Link](https://x.com/qualtrim/status/1996927040981971124) 2025-12-05T12:58Z 14.3K followers, 43.9K engagements "Salesforce just delivered a double beat and raised guidance. Meanwhile its trading at a 10-year high FCF yield. $CRM" [X Link](https://x.com/qualtrim/status/1996572698538127834) 2025-12-04T13:30Z 14.3K followers, 13.5K 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 14.3K followers, 95.4K engagements "Did you know Shopify started to add some of the largest enterprise brands in Q3 - e.l.f. Beauty - Este Lauder - FanDuel $SHOP $ELF $EL" [X Link](https://x.com/qualtrim/status/1994018477003375096) 2025-11-27T12:20Z 14.3K followers, 12.2K engagements "Constellation Software is down -XX% YTD. Meanwhile FCF/share is growing faster than ever in the last XX months. Thats what a disconnect looks like. $CSU.TO" [X Link](https://x.com/qualtrim/status/1994383271564578869) 2025-11-28T12:30Z 14.2K followers, 15.5K engagements ""Investing is a business where you can look very silly for a long period of time before you are proven right" Bill Ackman Amazon has been flat for a year. That didnt stop Ackman from initiating a position. $AMZN" [X Link](https://x.com/qualtrim/status/1995477993620128093) 2025-12-01T13:00Z 14.3K followers, 24.3K engagements "The AI narrative has crushed SaaS valuations this year. Could 2026 be the comeback year $DUOL $CRM $ADBE" [X Link](https://x.com/qualtrim/status/1995836597317644657) 2025-12-02T12:45Z 14.3K followers, 10.8K engagements "Duolingo could be the market's best asymmetric opportunity The stock is down -XX% YTD but the FCF/share fundamentals have grown XXXX% TTM. $DUOL" [X Link](https://x.com/qualtrim/status/1996192187969941646) 2025-12-03T12:17Z 14.2K followers, 28.6K engagements "UiPath just delivered a breakout quarter. Raised guidance hit profitability and added integrations with OpenAI Microsoft Nvidia Google and Snowflake. $PATH" [X Link](https://x.com/qualtrim/status/1996919218256875684) 2025-12-05T12:26Z 14.3K followers, 14.8K engagements "The Warner Bros. acquisition is one of the largest since 2015. Netflix shareholders do you think this acquisition is a wise use of cash flow $NFLX" [X Link](https://x.com/qualtrim/status/1997289932239298821) 2025-12-06T13:00Z 14.3K followers, 33.3K engagements ""the best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return." Warren Buffett $ADBE" [X Link](https://x.com/qualtrim/status/1997642637025616050) 2025-12-07T12:21Z 14.3K followers, 29.5K engagements "Uber has quietly become a capital-return machine. In August management greenlit a fresh $20B buyback plan. $UBER" [X Link](https://x.com/qualtrim/status/1997999602507960638) 2025-12-08T12:00Z 14.3K followers, 16.9K engagements "Netflixs profit margins tell a story. While everyone debates competition acquisitions and content spend margins have climbed for a decade. This business quietly became a wide-moat cash-printing machine. $NFLX" [X Link](https://x.com/qualtrim/status/1998014699531620761) 2025-12-08T13:00Z 14.3K followers, 18.4K engagements "Here are X stocks that could extremely benefit from rate cuts are you ready X. 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 14.2K followers, 20.5K engagements "4/ Adobe $ADBE Drawdown: -XXXX% 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 14.2K followers, 3023 engagements "5/ Fair Isaac $FICO Drawdown: -XXXX% 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 14.2K followers, 3013 engagements "Google Cloud just ended the quarter with $155B in backlog up XX% YoY. $GOOGL $GOOG" [X Link](https://x.com/qualtrim/status/1985332493453574635) 2025-11-03T13:05Z 14.2K followers, 15.6K engagements "David Teppers Q3 13F is out whats he planning He just increased his Whirlpool stake by +1966%. $WHR" [X Link](https://x.com/qualtrim/status/1989302302188986468) 2025-11-14T12:00Z 14.2K followers, 12.5K engagements "A quick reminder: Bill Ackman loaded up on Uber two quarters ago. MAUs are growing XX% YoY and accelerating. $UBER" [X Link](https://x.com/qualtrim/status/1991846561416974393) 2025-11-21T12:30Z 14.2K followers, 127.3K engagements "Oracle has $96.3B in debt and a -XXX% FCF/Debt ratio. That's gambling. In contrast Googles ratio is +308%. Opposite ends of the financial risk spectrum. $ORCL $GOOGL $GOOG" [X Link](https://x.com/qualtrim/status/1992208944593265022) 2025-11-22T12:30Z 14.3K followers, 21.1K engagements "Meta is suspected to sign a $10B TPU deal with Google Cloud. No wonder Google keeps breaking all-time highs. $GOOGL $GOOG $META" [X Link](https://x.com/qualtrim/status/1993288565183459485) 2025-11-25T12:00Z 14.2K followers, 26.7K engagements "Adobe just acquired Semrush in a $1.9B deal. Semrush is growing XX% CAGR over five years is Adobe trying to reclaim XX% top-line growth $ADBE" [X Link](https://x.com/qualtrim/status/1993655734375231711) 2025-11-26T12:19Z 14.2K followers, 29.4K engagements "Can you name a wider-consumer moat than Costco 145M cardholders and a +90% retention rate. $COST" [X Link](https://x.com/qualtrim/status/1994390828203335976) 2025-11-28T13:00Z 14.3K followers, 21K engagements "MecardoLibre's earnings has plateaued. The company is leaning aggressively into growth initiatives which are impacting profitability. Concern or an opportunity $MELI" [X Link](https://x.com/qualtrim/status/1995119371237355637) 2025-11-30T13:15Z 14.3K followers, 28.7K engagements "Nvidia vs. AMD The compute war. Nvidia dominated the last five years but who wins the next five Pick a side. $NVDA $AMD" [X Link](https://x.com/qualtrim/status/1995467471831105724) 2025-12-01T12:18Z 14.2K followers, 24.9K engagements "Salesforce is signalling something big. "we've delivered incredible results with AgentForce. It's really exceeding our expectations . It's all exceeding our expectations." Marc Benioff CEO $CRM" [X Link](https://x.com/qualtrim/status/1996565150137254371) 2025-12-04T13:00Z 14.3K followers, 11.9K engagements "Bill Ackman is sitting on XX% 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" [X Link](https://x.com/qualtrim/status/1992928872275538344) 2025-11-24T12:10Z 14.3K followers, 382.4K engagements "Adobe is an undervalued compounding machine. At XXXX% FCF/share growth and a X% yield it could return XXXX% a year. Reminder: Adobes 5-year FCF/share CAGR is 16.6%. $ADBE" [X Link](https://x.com/qualtrim/status/1995826588198248481) 2025-12-02T12:05Z 14.3K followers, 25.5K engagements "Google vs. Amazon Which stock will yield better returns over the next 5-years $GOOGL $GOOG $AMZN" [X Link](https://x.com/qualtrim/status/1997281593829077027) 2025-12-06T12:26Z 14.3K followers, 129.7K engagements "Amazons Project Rainier officially went live in October the Anthropic partnership is now revenue-generating. AWS Q4 could surprise people. $AMZN" [X Link](https://x.com/qualtrim/status/1998007153035022577) 2025-12-08T12:30Z 14.3K followers, 17.3K engagements "Hims & Hers added 30000 subscribers in Q3 2025. Thats only +1.2% QoQ. Is it worth asking if the growth engine is slowing $HIMS" [X Link](https://x.com/qualtrim/status/1998361415850316090) 2025-12-09T11:57Z 14.3K followers, 41.4K engagements "Constellation Software one of the widest MOATs in tech is quietly on sale. - Stock price: -XX% YTD - FCF/share: +28% since 2023 $CSU $CSU.TO" [X Link](https://x.com/qualtrim/status/1988592626556457336) 2025-11-12T13:00Z 14.2K followers, 18.4K engagements "ASML vs. TSMC who has the widest moat One controls the EUV machines. The other controls the entire advanced chip supply chain. Pick your side. $ASML $TSM" [X Link](https://x.com/qualtrim/status/1994022986886639722) 2025-11-27T12:38Z 14.3K followers, 77.4K engagements "Did you start a Meta position Meta can hit a XX% CAGR if EPS grows at XX% and the stock holds a 26.5x multiple. $META" [X Link](https://x.com/qualtrim/status/1994375729971122598) 2025-11-28T12:00Z 14.2K followers, 31.4K engagements "AWS is back in acceleration mode. Amazon is investing $50B to US government AI infrastructure the next era of national security will be built on AWS compute. $AMZN" [X Link](https://x.com/qualtrim/status/1994738117014851908) 2025-11-29T12:00Z 14.3K followers, 15.1K engagements "Robinhood and SoFi are in a FinTech arms race. One is building next-gen tokenization. The other is building a full modern banking ecosystem. Who wins the FinTech decade $HOOD $SOFI" [X Link](https://x.com/qualtrim/status/1994749433854992811) 2025-11-29T12:45Z 14.3K followers, 118.4K engagements "Jensen Huang has called optical connectors the requirement for the future of AI data centers. Guess who Nvidias optical-networking partner is Broadcom. $AVGO $NVDA" [X Link](https://x.com/qualtrim/status/1995107546676305929) 2025-11-30T12:28Z 14.3K followers, 32.2K engagements "Mastercard is a compounding machine. Total cards XXXX% 10Y CAGR FCF/share XXXXX% 10Y CAGR Revenue XXXXX% 10Y CAGR $MA" [X Link](https://x.com/qualtrim/status/1996198985413832958) 2025-12-03T12:45Z 14.3K followers, 27.6K engagements "From a cash burner to a free cash flow machine. Find a better inversion chart than Uber. $UBER" [X Link](https://x.com/qualtrim/status/1996561752608420074) 2025-12-04T12:46Z 14.3K followers, 11.9K engagements "For 10-years Mastercard hasnt missed a dividend increase. $MA" [X Link](https://x.com/qualtrim/status/1998369540619595914) 2025-12-09T12:30Z 14.3K followers, 30.7K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@qualtrim Qualtrim
Several major investors, including Warren Buffett, have recently bought or increased their positions in UnitedHealth Group ($UNH). UnitedHealth has shown consistent revenue growth over the past X years and has continued to compound fundamentals despite a decrease in the total number of people served. Its stock has risen XX% in just one month.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +104%
- X Months XXXXXXXXX +322,692%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +32,100%
Followers: XXXXXX #
- X Week XXXXXX +3.10%
- X Month XXXXXX +37%
- X Months XXXXXX +930%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks #3611 technology brands XXXXX% finance XXXXX% cryptocurrencies XXXX% luxury brands XXXX%
Social topic influence $adbe #55, $googl #2839, $amzn #64, ai 6.45%, $goog #35, $nflx #66, $crm #35, crm #50, business 4.84%, $uber #189
Top accounts mentioned or mentioned by @wearstockjersey @karanmodi501 @segundo2nd @clearedgetrades @madeinborsacom @william_r2rclub @prasadcb9 @higgins31411 @fiscorainvest @ok_surf @mrchoudhury @meeijer @dalyamanagement @driller562 @pivotooo @letushead @arftsuperitlg @wealthmatica @mostlybad @szczypkatom
Top assets mentioned Adobe, Inc. (ADBE) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Netflix Inc (NFLX) Cream (CRM) Uber Technologies, Inc. (UBER) Metadium (META) Mastercard, Inc. (MA) Shopify Inc (SHOP) aelf (ELF) Elcoin (EL) Salesforce Inc (CRM) Duolingo, Inc. Class A Common Stock (DUOL) Fair Isaac, Corp. (FICO) MercadoLibre Inc (MELI) NVIDIA Corp. (NVDA) Warner Bros Discovery, Inc. (WBD) UiPath, Inc. (PATH) Microsoft Corp. (MSFT) Whirlpool Corporation (WHR) Oracle Corporation (ORCL) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) Advanced Micro Devices (AMD) Hims & Hers Health, Inc. (HIMS) Taiwan Semiconductor (TSM) Robinhood Markets, Inc. (HOOD) RAI Finance (SOFI) Broadcom, Inc. (AVGO)
Top Social Posts
Top posts by engagements in the last XX hours
"Shopify is a high-quality compounding machine. 1) +30% Revenue Growth YoY 2) New clients: ELF & Este Lauder 3) XX years of relentless compounding $SHOP $ELF $EL"
X Link 2025-11-05T12:12Z 14.2K followers, 12.6K engagements
"Netflix just announced it will acquire Warner Bros. The stock is already trading below pre-Liberation Day levels. At what price are you buying $NFLX $WBD"
X Link 2025-12-05T12:58Z 14.3K followers, 43.9K engagements
"Salesforce just delivered a double beat and raised guidance. Meanwhile its trading at a 10-year high FCF yield. $CRM"
X Link 2025-12-04T13:30Z 14.3K followers, 13.5K 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 2025-11-13T12:30Z 14.3K followers, 95.4K engagements
"Did you know Shopify started to add some of the largest enterprise brands in Q3 - e.l.f. Beauty - Este Lauder - FanDuel $SHOP $ELF $EL"
X Link 2025-11-27T12:20Z 14.3K followers, 12.2K engagements
"Constellation Software is down -XX% YTD. Meanwhile FCF/share is growing faster than ever in the last XX months. Thats what a disconnect looks like. $CSU.TO"
X Link 2025-11-28T12:30Z 14.2K followers, 15.5K engagements
""Investing is a business where you can look very silly for a long period of time before you are proven right" Bill Ackman Amazon has been flat for a year. That didnt stop Ackman from initiating a position. $AMZN"
X Link 2025-12-01T13:00Z 14.3K followers, 24.3K engagements
"The AI narrative has crushed SaaS valuations this year. Could 2026 be the comeback year $DUOL $CRM $ADBE"
X Link 2025-12-02T12:45Z 14.3K followers, 10.8K engagements
"Duolingo could be the market's best asymmetric opportunity The stock is down -XX% YTD but the FCF/share fundamentals have grown XXXX% TTM. $DUOL"
X Link 2025-12-03T12:17Z 14.2K followers, 28.6K engagements
"UiPath just delivered a breakout quarter. Raised guidance hit profitability and added integrations with OpenAI Microsoft Nvidia Google and Snowflake. $PATH"
X Link 2025-12-05T12:26Z 14.3K followers, 14.8K engagements
"The Warner Bros. acquisition is one of the largest since 2015. Netflix shareholders do you think this acquisition is a wise use of cash flow $NFLX"
X Link 2025-12-06T13:00Z 14.3K followers, 33.3K engagements
""the best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return." Warren Buffett $ADBE"
X Link 2025-12-07T12:21Z 14.3K followers, 29.5K engagements
"Uber has quietly become a capital-return machine. In August management greenlit a fresh $20B buyback plan. $UBER"
X Link 2025-12-08T12:00Z 14.3K followers, 16.9K engagements
"Netflixs profit margins tell a story. While everyone debates competition acquisitions and content spend margins have climbed for a decade. This business quietly became a wide-moat cash-printing machine. $NFLX"
X Link 2025-12-08T13:00Z 14.3K followers, 18.4K engagements
"Here are X stocks that could extremely benefit from rate cuts are you ready X. 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 2025-09-17T11:45Z 14.2K followers, 20.5K engagements
"4/ Adobe $ADBE Drawdown: -XXXX% YTD AI fears dominate headlines yet Creative Cloud remains unmatched and Adobe continues to compound. Asymmetrical opportunity"
X Link 2025-10-28T11:39Z 14.2K followers, 3023 engagements
"5/ Fair Isaac $FICO Drawdown: -XXXX% YTD Monopoly-level pricing power shifting to subscription. Perhaps just a drawdown before the next leg higher"
X Link 2025-10-28T11:39Z 14.2K followers, 3013 engagements
"Google Cloud just ended the quarter with $155B in backlog up XX% YoY. $GOOGL $GOOG"
X Link 2025-11-03T13:05Z 14.2K followers, 15.6K engagements
"David Teppers Q3 13F is out whats he planning He just increased his Whirlpool stake by +1966%. $WHR"
X Link 2025-11-14T12:00Z 14.2K followers, 12.5K engagements
"A quick reminder: Bill Ackman loaded up on Uber two quarters ago. MAUs are growing XX% YoY and accelerating. $UBER"
X Link 2025-11-21T12:30Z 14.2K followers, 127.3K engagements
"Oracle has $96.3B in debt and a -XXX% FCF/Debt ratio. That's gambling. In contrast Googles ratio is +308%. Opposite ends of the financial risk spectrum. $ORCL $GOOGL $GOOG"
X Link 2025-11-22T12:30Z 14.3K followers, 21.1K engagements
"Meta is suspected to sign a $10B TPU deal with Google Cloud. No wonder Google keeps breaking all-time highs. $GOOGL $GOOG $META"
X Link 2025-11-25T12:00Z 14.2K followers, 26.7K engagements
"Adobe just acquired Semrush in a $1.9B deal. Semrush is growing XX% CAGR over five years is Adobe trying to reclaim XX% top-line growth $ADBE"
X Link 2025-11-26T12:19Z 14.2K followers, 29.4K engagements
"Can you name a wider-consumer moat than Costco 145M cardholders and a +90% retention rate. $COST"
X Link 2025-11-28T13:00Z 14.3K followers, 21K engagements
"MecardoLibre's earnings has plateaued. The company is leaning aggressively into growth initiatives which are impacting profitability. Concern or an opportunity $MELI"
X Link 2025-11-30T13:15Z 14.3K followers, 28.7K engagements
"Nvidia vs. AMD The compute war. Nvidia dominated the last five years but who wins the next five Pick a side. $NVDA $AMD"
X Link 2025-12-01T12:18Z 14.2K followers, 24.9K engagements
"Salesforce is signalling something big. "we've delivered incredible results with AgentForce. It's really exceeding our expectations . It's all exceeding our expectations." Marc Benioff CEO $CRM"
X Link 2025-12-04T13:00Z 14.3K followers, 11.9K engagements
"Bill Ackman is sitting on XX% 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"
X Link 2025-11-24T12:10Z 14.3K followers, 382.4K engagements
"Adobe is an undervalued compounding machine. At XXXX% FCF/share growth and a X% yield it could return XXXX% a year. Reminder: Adobes 5-year FCF/share CAGR is 16.6%. $ADBE"
X Link 2025-12-02T12:05Z 14.3K followers, 25.5K engagements
"Google vs. Amazon Which stock will yield better returns over the next 5-years $GOOGL $GOOG $AMZN"
X Link 2025-12-06T12:26Z 14.3K followers, 129.7K engagements
"Amazons Project Rainier officially went live in October the Anthropic partnership is now revenue-generating. AWS Q4 could surprise people. $AMZN"
X Link 2025-12-08T12:30Z 14.3K followers, 17.3K engagements
"Hims & Hers added 30000 subscribers in Q3 2025. Thats only +1.2% QoQ. Is it worth asking if the growth engine is slowing $HIMS"
X Link 2025-12-09T11:57Z 14.3K followers, 41.4K engagements
"Constellation Software one of the widest MOATs in tech is quietly on sale. - Stock price: -XX% YTD - FCF/share: +28% since 2023 $CSU $CSU.TO"
X Link 2025-11-12T13:00Z 14.2K followers, 18.4K engagements
"ASML vs. TSMC who has the widest moat One controls the EUV machines. The other controls the entire advanced chip supply chain. Pick your side. $ASML $TSM"
X Link 2025-11-27T12:38Z 14.3K followers, 77.4K engagements
"Did you start a Meta position Meta can hit a XX% CAGR if EPS grows at XX% and the stock holds a 26.5x multiple. $META"
X Link 2025-11-28T12:00Z 14.2K followers, 31.4K engagements
"AWS is back in acceleration mode. Amazon is investing $50B to US government AI infrastructure the next era of national security will be built on AWS compute. $AMZN"
X Link 2025-11-29T12:00Z 14.3K followers, 15.1K engagements
"Robinhood and SoFi are in a FinTech arms race. One is building next-gen tokenization. The other is building a full modern banking ecosystem. Who wins the FinTech decade $HOOD $SOFI"
X Link 2025-11-29T12:45Z 14.3K followers, 118.4K engagements
"Jensen Huang has called optical connectors the requirement for the future of AI data centers. Guess who Nvidias optical-networking partner is Broadcom. $AVGO $NVDA"
X Link 2025-11-30T12:28Z 14.3K followers, 32.2K engagements
"Mastercard is a compounding machine. Total cards XXXX% 10Y CAGR FCF/share XXXXX% 10Y CAGR Revenue XXXXX% 10Y CAGR $MA"
X Link 2025-12-03T12:45Z 14.3K followers, 27.6K engagements
"From a cash burner to a free cash flow machine. Find a better inversion chart than Uber. $UBER"
X Link 2025-12-04T12:46Z 14.3K followers, 11.9K engagements
"For 10-years Mastercard hasnt missed a dividend increase. $MA"
X Link 2025-12-09T12:30Z 14.3K followers, 30.7K engagements