# ![@saxena_puru Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1033127171298975744.png) @saxena_puru Puru Saxena

Puru Saxena posts on X about stocks, ai, business, $meli the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1033127171298975744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1033127171298975744/c:line/m:interactions.svg)

- [--] Week [-------] -30%
- [--] Month [---------] +515%
- [--] Months [---------] -19%
- [--] Year [----------] -40%

### Mentions: [--] [#](/creator/twitter::1033127171298975744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1033127171298975744/c:line/m:posts_active.svg)

- [--] Week [--] +31%
- [--] Month [--] +48%
- [--] Months [---] +22%
- [--] Year [---] -19%

### Followers: [-------] [#](/creator/twitter::1033127171298975744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1033127171298975744/c:line/m:followers.svg)

- [--] Week [-------] +0.15%
- [--] Month [-------] +0.69%
- [--] Months [-------] +3.30%
- [--] Year [-------] +6.50%

### CreatorRank: [-------] [#](/creator/twitter::1033127171298975744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1033127171298975744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  47.97% [stocks](/list/stocks)  33.33% [technology brands](/list/technology-brands)  21.95% [cryptocurrencies](/list/cryptocurrencies)  11.38% [automotive brands](/list/automotive-brands)  10.57% [celebrities](/list/celebrities)  4.88% [countries](/list/countries)  1.63% [social networks](/list/social-networks)  1.63% [financial services](/list/financial-services)  0.81% [gaming](/list/gaming)  0.81%

**Social topic influence**
[stocks](/topic/stocks) #2559, [ai](/topic/ai) #4343, [business](/topic/business) 8.94%, [$meli](/topic/$meli) 8.13%, [$tsla](/topic/$tsla) 7.32%, [in the](/topic/in-the) 5.69%, [$amzn](/topic/$amzn) #398, [$googl](/topic/$googl) #3645, [history](/topic/history) 4.88%, [investment](/topic/investment) #3955

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@placigyunv6567](/creator/undefined) [@stocknotebook](/creator/undefined) [@elonmusk](/creator/undefined) [@bharatpmalge](/creator/undefined) [@evolveeachday_](/creator/undefined) [@k7lgeq](/creator/undefined) [@traceyryniec](/creator/undefined) [@saxenapuru](/creator/undefined) [@futureman1977](/creator/undefined) [@loveandmoney15](/creator/undefined) [@growthinvesto13](/creator/undefined) [@rileyisbuilding](/creator/undefined) [@sangrigio](/creator/undefined) [@ainvestingstrgy](/creator/undefined) [@friedmandave](/creator/undefined) [@wayne_nelmz](/creator/undefined) [@midnight_captl](/creator/undefined) [@xyzdkfe](/creator/undefined) [@livetradepro](/creator/undefined)

**Top assets mentioned**
[MercadoLibre Inc (MELI)](/topic/$meli) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Global-e Online Ltd. (GLBE)](/topic/$glbe) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Snowflake Inc. (SNOW)](/topic/$snow) [SPX6900 (SPX)](/topic/$spx) [Sea Limited (SE)](/topic/$se) [Twilio, Inc. (TWLO)](/topic/$twlo) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Datadog Inc (DDOG)](/topic/$ddog) [Docusign Inc (DOCU)](/topic/$docu) [Bitcoin (BTC)](/topic/bitcoin) [Shopify Inc (SHOP)](/topic/$shop) [IQ (IQ)](/topic/$iq) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Mobileye Global Inc. (MBLY)](/topic/$mbly) [4 (FOUR)](/topic/$four) [Zscaler Inc (ZS)](/topic/$zs) [NuCypher (NU)](/topic/$nu) [On Holding AG (ONON)](/topic/$onon) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Lightspeed Commerce Inc. (LSPD)](/topic/$lspd) [Toast, Inc. (TOST)](/topic/$tost) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Alibaba Group (BABA)](/topic/$baba) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Confluent, Inc. (CFLT)](/topic/$cflt) [Enphase Energy Inc (ENPH)](/topic/$enph) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Roku, Inc. (ROKU)](/topic/$roku) [Ozon Holdings PLC (OZON)](/topic/$ozon) [Pinterest, Inc. (PINS)](/topic/$pins) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [DLocal Limited (DLO)](/topic/$dlo) [monday.com Ltd. (MNDY)](/topic/$mndy) [UiPath, Inc. (PATH)](/topic/$path) [RAI Finance (SOFI)](/topic/$sofi) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Align Technology, Inc. (ALGN)](/topic/$algn) [Netflix Inc (NFLX)](/topic/$nflx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"After listening to Bill McDermott's comments during ServiceNow's Q4 ER call and noting the guidance of +20%YoY subscription revenue growth either this industry veteran doesn't know his own business *or* the market has lost its mind. I'm betting on the latter. $NOW"  
[X Link](https://x.com/saxena_puru/status/2018878177884651985)  2026-02-04T02:44Z 391.5K followers, 93.8K engagements


"Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://twitter.com/i/web/status/2019024044738171136 https://twitter.com/i/web/status/2019024044738171136"  
[X Link](https://x.com/saxena_puru/status/2019024044738171136)  2026-02-04T12:23Z 391.5K followers, 1.1M engagements


"Market's current verdict. AI capex shows AI itself is a useless bubble so lets sell the stocks which benefit from this spend. AI will kill all software most companies will develop + run own software so lets sell all software stocks"  
[X Link](https://x.com/saxena_puru/status/2019604455118053592)  2026-02-06T02:49Z 391.5K followers, 55.4K engagements


"🚨A new Trading Alert is now live📈 We've just invested in an exciting business which we'd been tracking for months (stock has just pulled back 50%). Its revenue is projected to grow by 25+% CAGR for [--] years. Subscribers: Login http://alphatarget.com http://alphatarget.com"  
[X Link](https://x.com/saxena_puru/status/2019811792940380336)  2026-02-06T16:33Z 391.5K followers, 24.1K engagements


"🚨A new Trading Alert is now live📈 We've just invested in a dominant AI business (its stock has just pulled back sharply). Revenue is projected to grow at 30%+ CAGR over the next few years. Subscribers: http://alphatarget.com http://alphatarget.com"  
[X Link](https://x.com/saxena_puru/status/2019828451692409298)  2026-02-06T17:40Z 391.5K followers, 25.1K engagements


"After $AMZN capex guidance the market has finally got the memo today that AI is still early innings. Four AI infrastructure stocks in our portfolio +15-20% today This big selloff in AI and software will likely prove to be a great opportunity to invest in the best businesses"  
[X Link](https://x.com/saxena_puru/status/2019835734824476951)  2026-02-06T18:09Z 391.5K followers, 45.2K engagements


"Hyperscaler capex ramping up positive for the AI trade. AI infrastructure stocks are very oversold and due for a big rally. Infrastructure software vendors which will benefit from AI are also on the bargain table. $AMZN $GOOGL $MSFT"  
[X Link](https://x.com/saxena_puru/status/2019964155797877151)  2026-02-07T02:39Z 391.5K followers, 22.7K engagements


"MUST WATCH if you are AI or software investor. "This is the largest infrastructure buildout in human history.We are addressing the largest software opportunity in history." - Jensen Huang https://twitter.com/i/web/status/2019978539945390399 https://twitter.com/i/web/status/2019978539945390399"  
[X Link](https://x.com/saxena_puru/status/2019978539945390399)  2026-02-07T03:36Z 391.5K followers, 79K engagements


"📢 New pod - AlphaTarget PULSE🎙 Market Mayhem AI & Software - Is AI a bubble - Software apocalypse - Google Q4 ER - Hyperscalers capex https://youtu.be/IPSMuYW8dM0si=30uzfMPxGT2kf5-T https://youtu.be/IPSMuYW8dM0si=30uzfMPxGT2kf5-T"  
[X Link](https://x.com/saxena_puru/status/2020194516482027854)  2026-02-07T17:54Z 391.5K followers, 56K engagements


"Application software vendors are struggling and providing weak guidance quality infrastructure software firms' revenue is accelerating. Infrastructure software vendors are attractively valued now and their stocks appear poised for a multi-month rally"  
[X Link](https://x.com/saxena_puru/status/2021200437714751772)  2026-02-10T12:31Z 391.5K followers, 36.8K engagements


"Big moves today in AI related stocks These are still very oversold and appear to be poised for a multi-month rally. Fed easing + end of QT + QE-lite are a tailwind for the high growth stocks in our portfolio. http://alphatarget.com http://alphatarget.com"  
[X Link](https://x.com/saxena_puru/status/2002117369507033557)  2025-12-19T20:42Z 391.3K followers, 74.3K engagements


"Enterprise LLM Market Share #1 Anthropic - 40% #2 OpenAI - 27% #3 Google - 21%"  
[X Link](https://x.com/saxena_puru/status/2013403789001155015)  2026-01-20T00:10Z 391.5K followers, 352.5K engagements


"Data centres in space Our latest research is now out read below 👇 https://alphatarget.com/blog/data-centres-in-space/ https://alphatarget.com/blog/data-centres-in-space/ https://alphatarget.com/blog/data-centres-in-space/ https://alphatarget.com/blog/data-centres-in-space/"  
[X Link](https://x.com/saxena_puru/status/2013592167231762830)  2026-01-20T12:39Z 391.3K followers, 54K engagements


"No skin in the game but silver's price has gone parabolic and RSI on the monthly chart is very over-extended. A blow off top and big intra-day reversal will mark *the* top which is likely to be followed by 30%+ decline. https://twitter.com/i/web/status/2014883875080831199 https://twitter.com/i/web/status/2014883875080831199"  
[X Link](https://x.com/saxena_puru/status/2014883875080831199)  2026-01-24T02:12Z 391.3K followers, 157.2K engagements


"According to $NVDA CEO Jensen Huang AI is unleashing the largest infrastructure buildout in history withUS$85T of investment likely over the next [--] years in AI factories chips data centres and energy. There will be air pockets along the way but this is a secular trend"  
[X Link](https://x.com/saxena_puru/status/2014887366499209290)  2026-01-24T02:25Z 391.3K followers, 44.3K engagements


"NVIDIA invests $2 billion in CoreWeave Class A common stock at a purchase price of $87.20 per share. The investment reflects NVIDIAs confidence in CoreWeaves business team and growth strategy as a cloud platform built on NVIDIA infrastructure." $CRWV $NVDA"  
[X Link](https://x.com/saxena_puru/status/2015980318168383765)  2026-01-27T02:48Z 391.4K followers, 17.6K engagements


"Inference is exploding Previously Dell forecast that inference would drive [--] quadrillion tokens by '28. Today we've already reached [--] quadrillion. Inference already accounts for 50% of $CRWV workloads (vs. 35% few months ago). Good news: AI's ROI is in inference"  
[X Link](https://x.com/saxena_puru/status/2015983361400213827)  2026-01-27T03:01Z 391.3K followers, 40.1K engagements


"Calling AI infrastructure spend a bubble feels premature given AIs ROI lies in inference which is only at the beginning of its S-curve and poised for exponential growth"  
[X Link](https://x.com/saxena_puru/status/2015985720188678262)  2026-01-27T03:10Z 391.3K followers, 29.2K engagements


"Silver - on watch for THE top soon. $SLV #silversqueeze No skin in the game but silver's price has gone parabolic and RSI on the monthly chart is very over-extended. A blow off top and big intra-day reversal will mark *the* top which is likely to be followed by 30%+ decline. https://t.co/ESmxRYafz7 No skin in the game but silver's price has gone parabolic and RSI on the monthly chart is very over-extended. A blow off top and big intra-day reversal will mark *the* top which is likely to be followed by 30%+ decline. https://t.co/ESmxRYafz7"  
[X Link](https://x.com/saxena_puru/status/2016829787290161653)  2026-01-29T11:04Z 391.3K followers, 39.6K engagements


"Silver price action showing classic signs of distribution. Parabolic spike wild volatility big break recovery to lower high and heavy retail buying. This movie was last seen in spring 2011"  
[X Link](https://x.com/saxena_puru/status/2017052321990266905)  2026-01-30T01:48Z 391.2K followers, 87.2K engagements


"A friend's wife who has never invested in her life before called me two days ago and was super eager to buy gold and silver. She even sent me photos from inside Singapore's banks showing all gold bars were sold out. Bubbles change human nature never changes"  
[X Link](https://x.com/saxena_puru/status/2017292099524383185)  2026-01-30T17:41Z 391.3K followers, 44.3K engagements


"All parabolic spikes end the same way. Silver down 31% - its worst day ever $SLV"  
[X Link](https://x.com/saxena_puru/status/2017423274674934051)  2026-01-31T02:22Z 391.3K followers, 33.5K engagements


"$NVDA #OpenAI"  
[X Link](https://x.com/saxena_puru/status/2018165567824507366)  2026-02-02T03:32Z 391.4K followers, 18.7K engagements


"This is very positive for both companies. $AMZN #OpenAI https://twitter.com/i/web/status/2018166658746269976 https://twitter.com/i/web/status/2018166658746269976"  
[X Link](https://x.com/saxena_puru/status/2018166658746269976)  2026-02-02T03:36Z 391.4K followers, 36.3K engagements


"Historically bull markets in equities have ended with either rate hikes by the Federal Reserve or an exogenous shock like COVID. The AI trade is currently under pressure but with the Fed on pause and end of QT this is likely to be a pullback not the start of a bear market"  
[X Link](https://x.com/saxena_puru/status/2018169119988908330)  2026-02-02T03:46Z 391.4K followers, 97.3K engagements


"The market is throwing the baby out with the bathwater on cybersecurity stocks. AI isnt killing these vendors its creating new demand. Vibe-coded apps + agents = more need for cybersecurity. Global cybersecurity market projected to grow from $248B in [----] to $699B by 2034"  
[X Link](https://x.com/saxena_puru/status/2018699393801556012)  2026-02-03T14:53Z 391.4K followers, 74.8K engagements


"The market is selling AI stocks because AI is an over-hyped bubble and selling software stocks because AI will kill software vendors. AI is still early innings and not all software companies are going out of business some vendors already showing accelerating growth. https://twitter.com/i/web/status/2018701897256022052 https://twitter.com/i/web/status/2018701897256022052"  
[X Link](https://x.com/saxena_puru/status/2018701897256022052)  2026-02-03T15:03Z 391.3K followers, 64.5K engagements


"AI-Powered Software Development is a Long-Term Growth Driver for Infrastructure Software As artificial intelligence tools speed up the pace of software creation and deployment we anticipate a massive surge in the overall amount of code being written and the number of new applications being launched in the coming years. This acceleration in app development and increased user adoption will generate significantly larger volumes of data. The resulting growth in data will create widespread ripple effects throughout the infrastructure software landscape boosting demand across multiple key areas: -"  
[X Link](https://x.com/saxena_puru/status/2018895180921970693)  2026-02-04T03:51Z 391.4K followers, 30.3K engagements


"@TraceyRyniec @AinvestingStrgy Bill McDermott bought $20m worth of stock if I'm not mistaken"  
[X Link](https://x.com/saxena_puru/status/2018950370102501558)  2026-02-04T07:30Z 391.1K followers, [---] engagements


"@immigrant_boy88 I'm not long Atlassian"  
[X Link](https://x.com/saxena_puru/status/2019525134017790208)  2026-02-05T21:34Z 391.4K followers, [----] engagements


"@TomTwr You really think management teams at large enterprises are going to risk their careers and build their own software and cybersecurity and maintain it or go to a cheaper firms - exposing their business"  
[X Link](https://x.com/saxena_puru/status/2019534971933978701)  2026-02-05T22:13Z 391.3K followers, [----] engagements


"@justin323032 @thinkingjava Base formation or trend reversal"  
[X Link](https://x.com/saxena_puru/status/2019535759276143085)  2026-02-05T22:17Z 391.3K followers, [---] engagements


"@DmitryDoreshkin Its called taking advantage of the crazy selloff and investing in stronger companies when they are down 40-50% by selling the weaker holdings to raise cash"  
[X Link](https://x.com/saxena_puru/status/2020109063011377293)  2026-02-07T12:15Z 391.3K followers, [---] engagements


"RT @BleedingEdgeAM: AWS is using custom silicon + scale to position itself as both the low-cost AI leader *and* the Switzerland of models"  
[X Link](https://x.com/anyuser/status/2020823785474253010)  2026-02-09T11:35Z 391.5K followers, [--] engagements


"Jeff Bezos doesn't see data centres in space for at least [--] years. Until then the hyperscalers + neoclouds will have to do the heavy lifting. $AMZN $CRWV $GOOG $MSFT $NBIS $ORCL"  
[X Link](https://x.com/saxena_puru/status/2019519572156801175)  2026-02-05T21:12Z 391.5K followers, 27K engagements


"Atlassian just reported Q4 ER (beat & raise) - - Revenue +23%YoY - RPO +44%YoY AI is killing software - really $TEAM"  
[X Link](https://x.com/saxena_puru/status/2019523120793878828)  2026-02-05T21:26Z 391.5K followers, 73.3K engagements


"Industry veterans who are running some of the largest hyperscalers + software firms are telling you that their business is sound and capex will generate ROIC. Pundits who've never invested in technology are screaming everything is going to crash & burn. Choose wisely"  
[X Link](https://x.com/saxena_puru/status/2019533080781041798)  2026-02-05T22:06Z 391.5K followers, 30.6K engagements


"Current market sentiment - Too much AI capex is bad for the hyperscalers - SELL Too little AI capex means AI is a bubble - SELL"  
[X Link](https://x.com/saxena_puru/status/2019785773021553135)  2026-02-06T14:50Z 391.5K followers, 25.6K engagements


"Revenue per full-time employee at the top decline AI/software companies +75% in [----] Evidence AI improving productivity this will spread to other industries"  
[X Link](https://x.com/saxena_puru/status/2021779133886578742)  2026-02-12T02:51Z 391.5K followers, 22.8K engagements


"Current holdings - $ADYEY $AUTO.OL $CFLT $CRWD $DDOG $ENPH $FOUR $GLBE $GTLB $MBLY $MELI $NU $ONON $SNOW $TSLA $ZS *In the interest of disclosure these are my holdings. These are not recommendations investment involves risk do your own due diligence"  
[X Link](https://x.com/saxena_puru/status/1671329339248623616)  2023-06-21T01:29Z 391.5K followers, 253.9K engagements


"AlphaTarget's Process: How We Invest -🧵 - 1/ Why Stocks History shows that stocks are the best-performing asset class over the long term significantly outperforming bonds gold and cash. But the stock market is volatile. To harness its power we focus on disruptive high-growth companies with substantial long-term potential. 2/ What We Look For We prefer founder-led businesses as CEOs with skin in the game often deliver superior returns. We target disruptive rapidly growing companies at the forefront of secular trends redefining how people live work and playallocating capital to dominant"  
[X Link](https://x.com/saxena_puru/status/1880602184213016974)  2025-01-18T13:04Z 391.5K followers, 567.4K engagements


"Asset bubbles usually pop after a parabolic move - when retail is all-in and the consensus says this time is different. They dont pop when the media is already running dozens of bubble stories"  
[X Link](https://x.com/saxena_puru/status/2018174037504250327)  2026-02-02T04:06Z 391.5K followers, 56.9K engagements


"The idea that enterprises will dump cybersecurity + infrastructure software vendors to vibe-code their own software with AI agents is wildly optimistic. AI is changing how software is built and sold. It isn't suddenly turning every enterprise into a software company"  
[X Link](https://x.com/saxena_puru/status/2018866662624362832)  2026-02-04T01:58Z 391.5K followers, 60.3K engagements


"$GOOG just guided [----] capex at $175-$185B way above consensus of $116.8B. But we were told AI is a bubble and the capex spend is unsustainable. Nothing to see here move along"  
[X Link](https://x.com/saxena_puru/status/2019165354090762287)  2026-02-04T21:45Z 391.5K followers, 46.1K engagements


"Google Cloud grew +48%YoY huge acceleration Whisper number was +38%YoY. We were told AI is a bubble and the cloud is dead"  
[X Link](https://x.com/saxena_puru/status/2019166458300027283)  2026-02-04T21:49Z 391.5K followers, 29.3K engagements


"Amazon $AMZN - Capex of $200B in '26 (+54%YoY vs. +40%YoY whisper) Andy Jassy anticipates strong long-term ROIC but pundits are convinced AI is a bubble. More capex by $AMZN and $GOOGL is positive for the AI trade the market has gone wild"  
[X Link](https://x.com/saxena_puru/status/2019529118673694823)  2026-02-05T21:50Z 391.5K followers, 45.5K engagements


"$BTC 4-Year Halving Cycle - wash rinse repeat"  
[X Link](https://x.com/saxena_puru/status/2019543681473368542)  2026-02-05T22:48Z 391.5K followers, 52.6K engagements


"Application software vendors are facing a real headwind but cybersecurity and select infrastructure software names are benefiting from AI and showing accelerating revenue growth. The market has thrown the baby out with the bathwater. Fear creates opportunity"  
[X Link](https://x.com/saxena_puru/status/2019967230411436479)  2026-02-07T02:51Z 391.5K followers, 30.4K engagements


"RT @saxena_puru: 🚨A new Trading Alert is now live📈 We've just invested in a dominant AI business (its stock has just pulled back sharply)"  
[X Link](https://x.com/saxena_puru/status/2020070984720723978)  2026-02-07T09:43Z 391.5K followers, [--] engagements


"RT @saxena_puru: 🚨A new Trading Alert is now live📈 We've just invested in an exciting business which we'd been tracking for months (stock"  
[X Link](https://x.com/saxena_puru/status/2020070999044288918)  2026-02-07T09:43Z 391.5K followers, [--] engagements


"The pendulum has swung to an extreme in software Chart JP Morgan"  
[X Link](https://x.com/saxena_puru/status/2021776873311928693)  2026-02-12T02:42Z 391.5K followers, 22.2K engagements


"Software is very oversold History pointing to big 6-month rally. $IGV Chart @Bluekurtic https://twitter.com/i/web/status/2018861045734088849 https://twitter.com/i/web/status/2018861045734088849"  
[X Link](https://x.com/saxena_puru/status/2018861045734088849)  2026-02-04T01:35Z 391.5K followers, 68.7K engagements


"This is how LLMs will be monetised.advertising. 🚨🛒 : Soon were rolling out a new shopping ad format in AI Mode. This ad format is a new opportunity for retailers to fit naturally into the conversation and show up in key moments of discovery. AI Mode provides a more helpful shopping experience when users can easily https://t.co/54hijIE4tG 🚨🛒 : Soon were rolling out a new shopping ad format in AI Mode. This ad format is a new opportunity for retailers to fit naturally into the conversation and show up in key moments of discovery. AI Mode provides a more helpful shopping experience when"  
[X Link](https://x.com/saxena_puru/status/2022177693094305896)  2026-02-13T05:15Z 391.5K followers, 24.1K engagements


"Fund manager crushes the indices for years; has one big drawdown over [--] weeks and the haters claim she is finished - unreal"  
[X Link](https://x.com/anyuser/status/1369130277767843840)  2021-03-09T03:37Z 391.5K followers, [----] engagements


"Mid-month portfolio update - $ACTC $ADYEY $AFTPY $CCIV $CRWD $CURI $DKNG $DOCU $EH $FSRV $GHVI $IPOE $LOTZ* $MELI $OPEN $OZON $PINS $PLTR $PSAC* $ROKU $RTP $SE $SFTW $SKLZ $SNOW $TWLO #NQ_F *beaten down rentals Levered long no hedges in place"  
[X Link](https://x.com/anyuser/status/1370525808893194240)  2021-03-13T00:03Z 391.5K followers, [----] engagements


"My 10yr old son on Roblox. $RBLX "Its big but it'll keep going up because people buy stuff its not like they just play it. They buy the in game currency for stuff". His previous recommendation was $TSLA which I ignored"  
[X Link](https://x.com/anyuser/status/1370936479602466818)  2021-03-14T03:15Z 391.5K followers, [----] engagements


"First they tax you when you earn your salary then they tax you when you take risk on your savings + generate capital gains with your already taxed savings and after you die they tax you again and take away 40% of your already twice-taxed estate"  
[X Link](https://x.com/anyuser/status/1385349471123345408)  2021-04-22T21:47Z 391.5K followers, [----] engagements


"Warning - The SPAC + growth stock ramp is now unwinding; many stock charts have formed perfect bell curves (which is a hallmark of every bubble). Cryptos are the last man standing very hard to get the timing right but that party will also end badly. Only a matter of time"  
[X Link](https://x.com/anyuser/status/1390070262687698945)  2021-05-05T22:25Z 391.5K followers, [----] engagements


"My condelences to those savers who bought DogeCON yesterday your currency has just depreciated by 31% in ONE DAY. What the US$ has done in approximately [--] years (loss of roughly 30% purchasing power due to monetary inflation) your crypto token has achieved in ONE DAY"  
[X Link](https://x.com/anyuser/status/1391378472191201283)  2021-05-09T13:04Z 391.5K followers, [----] engagements


"April [----] - "Bitcoin will never crash again institutions are coming" May [----] - "50% decline is healthy pullback its still a store of value""  
[X Link](https://x.com/anyuser/status/1396601101856563202)  2021-05-23T22:57Z 391.5K followers, [----] engagements


"Interesting that due to inflation fears Bitcoin has climbed to an all-time weekly closing high and even Ethereum is knocking at its all-time high. Perhaps investors are viewing crypto as the new gold"  
[X Link](https://x.com/anyuser/status/1449121278300876802)  2021-10-15T21:13Z 391.5K followers, [----] engagements


"Thank you for the hundreds of kind messages applauding me for acknowledging that I was wrong about Bitcoin's price action. The market proved me wrong so I acknowledged my mistake - I was wrong. Spoiler alert - That wasn't my last mistake I'll be wrong again in the future"  
[X Link](https://x.com/anyuser/status/1449582837796007942)  2021-10-17T03:47Z 391.5K followers, [----] engagements


"Interesting - In August [----] $MSFT CEO sold 30% of his $MSFT shares months before December [----] rout in stocks. A few days ago (22 and [--] Nov) he sold 50% of his $MSFT shares worth $285.3 million. Mr. Nadella appears to be quite familiar with QE cycle"  
[X Link](https://x.com/anyuser/status/1464786532116492290)  2021-11-28T02:41Z 391.5K followers, [----] engagements


"A number of you have asked so sharing my buy list - $ADYEY $AFRM $CRWD $DDOG $DLO $GLBE $LILM $LSPD $MELI $MNDY $MQ $OKTA $PATH $S $SE $SNOW $TOST $TWLO $U $ZI These are the stocks I'm planning to scale into over the following weeks. *This isn't advice do your own DD"  
[X Link](https://x.com/anyuser/status/1471245454663110656)  2021-12-15T22:27Z 391.5K followers, [----] engagements


"The sale is on ('22 EV/revenue multiples) - $AFRM -- [--] $GLBE -- [--] $LSPD -- [--] $MELI -- [--] $SE -- [--] $SOFI -- [--] $TOST -- [--] Quality merchandise is being given away. These stocks may go lower in the near-term but the long-term r/r is now pretty decent Disclosure - I'm long"  
[X Link](https://x.com/anyuser/status/1483600144780382208)  2022-01-19T00:40Z 391.5K followers, [----] engagements


"Crash in hyper-growth stocks has been epic So many former high-flyers down 70-80% within [--] months.similar carnage during TMT bust took [--] years to play out now just [--] months Markets have become super fast wow"  
[X Link](https://x.com/anyuser/status/1484553415808016385)  2022-01-21T15:48Z 391.5K followers, [----] engagements


"A massive buying opportunity likely coming after $NDX $SPX decline 15% from here. When the Fed backs off the high quality hyper growth stocks which have been crushed should rocket in H2 '22 and '23. Some more near-term pain but we seem to be getting close"  
[X Link](https://x.com/anyuser/status/1484838974279790592)  2022-01-22T10:42Z 391.5K followers, [----] engagements


"Some good news - After this week's sell-off $NDX Forward PE has come down to [--]. If history is any guide this bear-market likely to end between 18-20X. This implies an additional 15-20% decline before the final low. On watch for $NDX bottoming between 11500-12400"  
[X Link](https://x.com/anyuser/status/1485038049713344512)  2022-01-22T23:53Z 391.5K followers, [----] engagements


"$ARKK now back to where it was in Feb '20 $ARKK holdings' revenues/cash flows have grown significantly over the past [--] years but ETF back to levels last seen [--] years ago. The bubble has already popped and with 50-80% declines in growth stocks crash is in rear view mirror"  
[X Link](https://x.com/anyuser/status/1487195671912673280)  2022-01-28T22:47Z 391.5K followers, [----] engagements


"Two days of strength and FinTwit declaring end of the bear-market. Not so fast indices likely to break below recent lows. The final shoe likely hasn't dropped yet"  
[X Link](https://x.com/anyuser/status/1488171576910819334)  2022-01-31T15:25Z 391.5K followers, [----] engagements


"FAANG era is over. They are past their prime. A new crop of liquid leaders are taking over the baton now and they will deliver the outsized returns to shareholders"  
[X Link](https://x.com/anyuser/status/1489466485286191108)  2022-02-04T05:10Z 391.5K followers, [----] engagements


"Very easy to get caught up in the news of the hour but after 50-80% crash behind us high growth stocks should be bought on dips (not sold). The next 4-5 weeks might be tough but this is a massive long term buying opportunity IMHO. The time to panic was last year"  
[X Link](https://x.com/anyuser/status/1492633447281864704)  2022-02-12T22:55Z 391.5K followers, [----] engagements


"Shopify stock (-)16% today because management stated [----] growth will be lower than last year. For months consensus estimates have been hovering 30%pa growth in '22 and '23 yet they murdered the stock today This is how 'efficient' the stock market is. I'm now long $SHOP"  
[X Link](https://x.com/anyuser/status/1494051516386185216)  2022-02-16T20:50Z 391.5K followers, [----] engagements


"Can we please just get to around [-----] on $NDX and around [----] on $SPX This daily chop-fest and "death by a thousand cuts" is getting mildly irritating"  
[X Link](https://x.com/anyuser/status/1494403277504786432)  2022-02-17T20:08Z 391.5K followers, [----] engagements


"The outstanding high growth businesses will come roaring back and outperform the indices over the long run. The de-rating process is almost complete and DCA over next [--] weeks or so should reward long term investors. The hatred towards growth is a good sign we are getting close"  
[X Link](https://x.com/anyuser/status/1494544876863897600)  2022-02-18T05:30Z 391.5K followers, [----] engagements


"The SALE is now on; compounders are marked down. 2022-end EV/revenue multiples - $MELI = [---] $SE = [---] $PLTR = [--] $TOST = [---] $TWLO = [---] Many other high growth companies also trading at very reasonable valuations. IMHO this is the time to (gradually) buy the fear"  
[X Link](https://x.com/anyuser/status/1494573261014777857)  2022-02-18T07:23Z 391.5K followers, [----] engagements


"Sentiment check - Last year when I repeatedly warned about a big pullback due to the end of QE the mood was euphoric and most thought a big decline was impossible. Now after 50-80% declines when I am suggesting scaling into quality growth stocks the mood is super bearish"  
[X Link](https://x.com/anyuser/status/1494851626003496960)  2022-02-19T01:49Z 391.5K followers, [----] engagements


"All asset bubbles end like this - Bell Curve Judging by the sentiment towards @CathieDWood high growth stocks appear to be in the capitulation/anger phase"  
[X Link](https://x.com/anyuser/status/1494882899648475137)  2022-02-19T03:53Z 391.5K followers, [----] engagements


"A selling climax likely soon. Looking for [----] for $SPX and [-----] for $NDX Once we get there and the FED pivots fortunes will be made on the other side. Most high growth stocks have been crushed + they are now undervalued so investors should capture entire biz growth"  
[X Link](https://x.com/anyuser/status/1501337015979110402)  2022-03-08T23:20Z 391.5K followers, [----] engagements


"$ARKK back to its pre-COVID high - All post-COVID gains have been wiped out; the bubble has already popped Near-term might be choppy but quality high growth stocks likely to generate strong long-term returns. IMHO this is the time to BUY"  
[X Link](https://x.com/anyuser/status/1501500558959849473)  2022-03-09T10:10Z 391.5K followers, [----] engagements


"The investment business is still the same - Buy fear sell euphoria. High growth stocks might pullback next week but many are likely to be multiples higher in 2-3 years. The SALE is still on"  
[X Link](https://x.com/anyuser/status/1504936378194599936)  2022-03-18T21:42Z 391.5K followers, [----] engagements


"The 10yr/2yr UST yield curve briefly inverted today. According to my studies [--] consecutive days of inversion has been a valid recession signal. Fleeting inversions have always been 'head hakes'"  
[X Link](https://x.com/anyuser/status/1508925722748125184)  2022-03-29T21:55Z 391.5K followers, [----] engagements


"@elonmusk Please get rid of all bots who tap into Twitter's API and automatically respond to all comments from followers with fake Telegram accounts. Please clean up this platform. No more fake/anonymous accounts"  
[X Link](https://x.com/anyuser/status/1511147137064923136)  2022-04-05T01:02Z 391.5K followers, [----] engagements


"The 10Yr/2Yr spread is no longer inverted (it was a very brief inversion). Based on history unless this spread inverts for [--] consecutive days the economic expansion is likely to continue.i.e. no recession"  
[X Link](https://x.com/anyuser/status/1511484957902147584)  2022-04-05T23:24Z 391.5K followers, [----] engagements


""Expensive" growth stocks back to pre-COVID trend - The bubble has already popped"  
[X Link](https://x.com/anyuser/status/1515709002210234370)  2022-04-17T15:09Z 391.5K followers, [----] engagements


"The chop fest continues. This is turning out to be an epic bear-market"  
[X Link](https://x.com/anyuser/status/1522224393052561409)  2022-05-05T14:39Z 391.5K followers, [----] engagements


"The selling has been brutal So many stocks either near their COVID-crash lows or around their pre-COVID Jan highs --- all QE-gains gone"  
[X Link](https://x.com/anyuser/status/1522345750247919616)  2022-05-05T22:41Z 391.5K followers, [----] engagements


"The relentless selling in growth stocks over the past week shows my assessment was wrong. Despite 70-80% declines most growth stocks are still getting shot and declining more than the indices. Rising long rates hurting long duration. My timing of re-investment was premature"  
[X Link](https://x.com/anyuser/status/1522731519143342080)  2022-05-07T00:14Z 391.5K followers, [----] engagements


"We are now in that phase of the bear-market where everything is likely to decline. No stock or risk asset (commodities crypto high yield bonds) will be spared -- until the Fed pauses or reverses course only safe haven is likely to be $ cash. This is a severe tightening"  
[X Link](https://x.com/anyuser/status/1523465198858043397)  2022-05-09T00:49Z 391.5K followers, [----] engagements


"This is why I run this account - Twitter can be a cesspool of trolls but kind comments like these make it all worthwhile @saxena_puru Puru - youve had an enormous positive impact on my familys finances these last few years. Thx a ton for investing the time and energy to help others. @saxena_puru Puru - youve had an enormous positive impact on my familys finances these last few years. Thx a ton for investing the time and energy to help others"  
[X Link](https://x.com/anyuser/status/1547231701222375424)  2022-07-13T14:49Z 391.5K followers, [----] engagements


"Lessons from this cycle - 1) Liquidity drives markets 2) Monetary policy works with a lag 3) Stocks discount the future 4) What matters is the return over full cycle 5) Time to be greedy is during Stage [--] 6) Stocks should be sold during Stage3 7) No buying/longs during Stage 4"  
[X Link](https://x.com/anyuser/status/1559052102973853697)  2022-08-15T05:39Z 391.5K followers, [----] engagements


"This cycle has once again proven that valuations don't mean much both on the way up (euphoria) and on the way down (despair). When Fed is easy multiples become bloated and when Fed is tight the markets overshoot to the downside. Liquidity drives markets end of story"  
[X Link](https://x.com/anyuser/status/1581102214675718144)  2022-10-15T01:58Z 391.5K followers, [----] engagements


"The same analysts/bankers who were recommending high growth tech stocks at 20-30X revenue are now issuing sell ratings and "double downgrades" on the same businesses at 4X revenue.criminals"  
[X Link](https://x.com/anyuser/status/1587822605221756928)  2022-11-02T15:03Z 391.5K followers, [----] engagements


"Interesting information from Stanley Druckenmiller - Whenever crude oil US Dollar and interest rates spiked in tandem in a given year $SPX EPS declined by 35% during the following year (no exceptions). Wall Street analysts are asleep at the wheel buckle up"  
[X Link](https://x.com/anyuser/status/1593374948252594176)  2022-11-17T22:46Z 391.5K followers, [----] engagements


"If this is the start of a new bull-market it will be the first time in [---] years that a bear-market ended and a new stock market cycle began before onset of recession and with Fed still hiking rates"  
[X Link](https://x.com/anyuser/status/1599217393422991362)  2022-12-04T01:41Z 391.5K followers, [----] engagements


"Same story all year - Retail FOMO buying institutional selling Peak inflation is yesterday's news the story for [----] will be economic downturn and earnings decline which hasn't been priced in yet at the index level"  
[X Link](https://x.com/anyuser/status/1602685621453324290)  2022-12-13T15:23Z 391.5K followers, [----] engagements


"Can we please decline to [----] on $SPX quickly so Fed can finally pivot and the new bull market can begin Getting tired of posting bearish/negative data and charts"  
[X Link](https://x.com/anyuser/status/1603388112570404867)  2022-12-15T13:54Z 391.5K followers, [----] engagements


"$TSLA stock is declining not because of @elonmusk 's selling or $TWTR involvement but due to the fact that the risk free rate has spiked over the past year and the economy is headed towards recession. This is what stocks (especially auto OEMs) do during this phase of the cycle"  
[X Link](https://x.com/anyuser/status/1605348061475393536)  2022-12-20T23:42Z 391.5K followers, 1.4M engagements


"Truly grateful that @elonmusk bought X Its become the only source for genuine real-time news Watching the 'news' on legacy media versus here feels like being in parallel realities"  
[X Link](https://x.com/anyuser/status/1853677818615419047)  2024-11-05T05:56Z 391.5K followers, 83.4K engagements


"Very weak quarter from $TSLA yet stock didn't decline. When stocks stop going down on bad news worth paying attention. Stocks bottom when the worst has been discounted"  
[X Link](https://x.com/anyuser/status/1914850875685712118)  2025-04-23T01:16Z 391.5K followers, 163.9K engagements


"2/2) obligation to post all my trades and/or put up with disrespectful and ridiculous comments. If you don't like my posts very easy to 'unfollow' me but if you keep posting unnecessary comments with the intention of insulting me or others on my timeline you'll be blocked"  
[X Link](https://x.com/saxena_puru/status/1291922671580504064)  2020-08-08T02:22Z 391.4K followers, [----] engagements


"I normally don't post this mid-month but these aren't 'normal' times. My entire portfolio has now quadrupled in [----] Never even dreamt of such a pop in a year and no idea when the festivities will stop but I'll take it. In the investment business this is as good as it gets"  
[X Link](https://x.com/anyuser/status/1331731749659766784)  2020-11-25T22:49Z 391.5K followers, [----] engagements


"You spend $150000 and 3/4 years on a finance degree and learn all about the "Efficient Market Hypothesis". Then you come across the post-COVID QE environment when stocks increase 5/6/8/10X in a year and then you encounter Gamestop Efficient market hypothesis - RIP 😆"  
[X Link](https://x.com/saxena_puru/status/1354301036291190785)  2021-01-27T05:31Z 391.4K followers, [----] engagements


"Buyers and sellers determine price - this is how the market is meant to function. Not fair for billionaires to determine what price action is legit and what isn't When they are making $ its all legit but when they get taken to the cleaners they want to change the rules"  
[X Link](https://x.com/anyuser/status/1354596188792602625)  2021-01-28T01:04Z 391.5K followers, [----] engagements


"The irony Let the people trade. Let the people trade"  
[X Link](https://x.com/saxena_puru/status/1354806939473960960)  2021-01-28T15:02Z 391.4K followers, [----] engagements


"Wall Street goes under Main Street bails them out. Main Street wins for a change Wall Street takes them out. Very fair"  
[X Link](https://x.com/saxena_puru/status/1354909204574687232)  2021-01-28T21:48Z 391.4K followers, [----] engagements


"New high in bitcoin means my view of blow-off Jan top was wrong. The bulls were right. Who bought it who pumped it is irrelevant. No excuses my view was wrong"  
[X Link](https://x.com/anyuser/status/1360792537066131459)  2021-02-14T03:26Z 391.5K followers, [----] engagements


"I was wrong about Bitcoin's price action - Earlier in the year I stated that Bitcoin's bubble had popped and the party was over. Well after 50% decline Bitcoin has now closed at an all-time weekly closing high. This means my assessment was wrong and the bulls were right"  
[X Link](https://x.com/saxena_puru/status/1449116100852027394)  2021-10-15T20:52Z 391.4K followers, [----] engagements


"This man is a warrior - a real leader (other politicians should learn something from him) Ukrainian President Volodymyr Zelenskiy on Friday posted a video of himself alongside other Ukrainian officials in the governmental district of Kyiv confirming that he is still in the capital https://t.co/04sgln6TqT https://t.co/ejnVwTqCpJ Ukrainian President Volodymyr Zelenskiy on Friday posted a video of himself alongside other Ukrainian officials in the governmental district of Kyiv confirming that he is still in the capital https://t.co/04sgln6TqT https://t.co/ejnVwTqCpJ"  
[X Link](https://x.com/anyuser/status/1497374681418338304)  2022-02-26T00:55Z 391.5K followers, [----] engagements


"EVs are a clear secular shift with a massive runway but thus far I have stayed away from auto OEMs. Why is this time different Happy to learn something new and willing to change my view. Thanks"  
[X Link](https://x.com/saxena_puru/status/1510404948928135168)  2022-04-02T23:52Z 391.5K followers, [---] engagements


"$GOOGL $MSFT results show cloud remains strong Software once again defying economic slowdown"  
[X Link](https://x.com/anyuser/status/1519080355688742912)  2022-04-26T22:25Z 391.5K followers, [----] engagements


"Tesla is the EV king by a country mile - "Competition is coming" not showing up in real data. $TSLA"  
[X Link](https://x.com/saxena_puru/status/1659724294123933698)  2023-05-20T00:54Z 391.4K followers, 363.1K engagements


"Current holdings - $ADYEY $AUTO.OL $CFLT $CRWD $DDOG $ENPH $FOUR $GLBE $MBLY $MELI $NU $ONON $SOFI $SNOW $TSLA $ZS *In the interest of disclosure these are my holdings. These are not recommendations investment involves risk do your own due diligence"  
[X Link](https://x.com/saxena_puru/status/1665727216745955328)  2023-06-05T14:28Z 391.4K followers, 149.6K engagements


"Stocks for [----] (and thoughts on the market) Here is a list of growth stocks on my radar for next year $ADYEY $CELH $CRWD $DDOG $DLO $DUOL $FOUR $GLBE $MBLY $MELI $MNDY $NET $NU $NVDA $ONON $SNOW $TSLA $ZS All of the above are growing rapidly have long runways and seem to be promising businesses. The stock market is currently overbought and IMHO we are due for a sell-off after year-end. Still of the view that there will be an economic downturn next year but it'll be important to see how the stock market reacts to the deterioration. If stocks ignore the weakening fundamentals have shallow"  
[X Link](https://x.com/saxena_puru/status/1738327998724727170)  2023-12-22T22:37Z 391.4K followers, 363.1K engagements


"Software - no bubble.yet For two years AI's datacentre buildout fuelled a semiconductor boom. Now breakthroughs like DeepSeek highlight the growing software opportunity. AIs next wave Beyond chips. 📈"  
[X Link](https://x.com/saxena_puru/status/1884463021168235001)  2025-01-29T04:46Z 391.4K followers, 42.4K engagements


"Updated portfolio - $ADYEY $AGC $AFTPY $CPNG $CRWD $DKNG $DOCU $GHVI $GLBE $LSPD $MELI $OZON $PATH $PINS $PLTR $ROKU $RTP $SE $SHOP $SNAP $SNOW $TWLO $UPST No hedges in place"  
[X Link](https://x.com/saxena_puru/status/1396954723744243714)  2021-05-24T22:22Z 391.5K followers, [----] engagements


"The launchpad is ready 🚀 $TSLA The bigger the base the higher in space"  
[X Link](https://x.com/saxena_puru/status/1880833994864120082)  2025-01-19T04:25Z 391.5K followers, 200.3K engagements


"Elon Musk knew that President Trump was in the Epstein Files and he kept quiet until today -- this raises serious questions about Musk's ethics and integrity. For this reason we've sold all our $TSLA shares and will not invest in his companies again. Integrity money"  
[X Link](https://x.com/saxena_puru/status/1930717484295790685)  2025-06-05T20:04Z 391.5K followers, 485.9K engagements


"Current portfolio holdings - $ALGN $AMZN $BABA $BZUN $DOCU $EDU $FB $FND $HDB $IQ $MELI $NFLX $PYPL $SHOP $SQ $STNE $TCEHY $TME $WB $ZUO Fully invested with no hedges on. http://1833.HK http://6060.HK http://1833.HK http://6060.HK"  
[X Link](https://x.com/saxena_puru/status/1097711420978823168)  2019-02-19T04:16Z 391.5K followers, [--] engagements


"China's growth stocks are currently very beaten down and they are trading at valuations which have historically provided stellar returns. I'm long $BABA $BZUN $IQ $NIO $TCEHY $TME $WB http://6060.HK http://1833.HK http://6060.HK http://1833.HK"  
[X Link](https://x.com/saxena_puru/status/1098488907610521600)  2019-02-21T07:45Z 391.5K followers, [--] engagements


"Some of my China and #EM stocks catching a bid today - $BZUN +6.77% $HUYA +15% $IQ +21% $NIO +4.45% $STNE +7.45% $TME +4.32% $WB +4.44% +5% http://6060.hk http://6060.hk"  
[X Link](https://x.com/saxena_puru/status/1099009761524109312)  2019-02-22T18:15Z 391.5K followers, [--] engagements


"Portfolio summary - Feb-end Holdings - $ALGN $BABA $BZUN $DOCU $FB $HDB $HUYA $IQ $MELI $NFLX $NIO $PYPL $SHOP $SQ $STNE $TME $TWLO $WB $ZUO $TCEHY [----] and [----] in HK Portfolio performance = +27.63% YTD vs. +11.08% for $SPX No hedges in place"  
[X Link](https://x.com/saxena_puru/status/1101232040253415424)  2019-02-28T21:25Z 391.5K followers, [---] engagements


"@garyblack00 @elonmusk A stock is compared with the competitors within its industry.Tesla is an auto OEM an EV maker.not a high gross margin/recurring revenue tech stock. What do you want to compare Tesla to $PYPL $ADBE $META $AMZN --- all those have also been bombed during this bear market"  
[X Link](https://x.com/saxena_puru/status/1605555775732330497)  2022-12-21T13:28Z 391.5K followers, [----] engagements

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