# ![@simoyw91 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::969601438912479232.png) @simoyw91 Simone - Rational investing

Simone - Rational investing posts on X about $duol, $adbe, $now, $googl the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::969601438912479232/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::969601438912479232/c:line/m:interactions.svg)

- [--] Week [-----] +94%
- [--] Month [------] +2,192%
- [--] Months [------] +344%
- [--] Year [------] +60,325%

### Mentions: [--] [#](/creator/twitter::969601438912479232/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::969601438912479232/c:line/m:posts_active.svg)

- [--] Months [--] -8.30%
- [--] Year [--] +2,200%

### Followers: [---] [#](/creator/twitter::969601438912479232/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::969601438912479232/c:line/m:followers.svg)

- [--] Week [---] +1.60%
- [--] Month [---] +20%
- [--] Months [---] +55%
- [--] Year [---] +276%

### CreatorRank: [---------] [#](/creator/twitter::969601438912479232/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::969601438912479232/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  59% [stocks](/list/stocks)  46% [technology brands](/list/technology-brands)  30% [automotive brands](/list/automotive-brands)  2% [countries](/list/countries)  1%

**Social topic influence**
[$duol](/topic/$duol) #184, [$adbe](/topic/$adbe) 17%, [$now](/topic/$now) #168, [$googl](/topic/$googl) 10%, [$msft](/topic/$msft) #642, [adobe](/topic/adobe) 8%, [money](/topic/money) 7%, [stocks](/topic/stocks) 7%, [$nflx](/topic/$nflx) #401, [meta](/topic/meta) 6%

**Top accounts mentioned or mentioned by**
[@realroseceline](/creator/undefined) [@alc2022](/creator/undefined) [@meadowspoppa](/creator/undefined) [@patientinvestt](/creator/undefined) [@compoundlife](/creator/undefined) [@qualityinvest5](/creator/undefined) [@dividenddynasty](/creator/undefined) [@hatedmoats](/creator/undefined) [@mattscottcap](/creator/undefined) [@tacticzh](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@leveragedfun](/creator/undefined) [@investingvisual](/creator/undefined) [@owlwealthy](/creator/undefined) [@owl](/creator/undefined) [@kekiussage](/creator/undefined) [@equitybrian](/creator/undefined) [@fluentinquality](/creator/undefined) [@fiscorainvest](/creator/undefined) [@maciejwyrodek](/creator/undefined)

**Top assets mentioned**
[Duolingo, Inc.  (DUOL)](/topic/$duol) [Adobe, Inc. (ADBE)](/topic/$adbe) [Now Coin (NOW)](/topic/$now) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Netflix Inc (NFLX)](/topic/$nflx) [Evotec SE (EVO)](/topic/$evo) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Metadium (META)](/topic/$meta) [Veeva Systems, Inc. (VEEV)](/topic/$veev) [Salesforce Inc (CRM)](/topic/$crm) [S&P Global Inc (SPGI)](/topic/$spgi) [Novo-Nordisk (NVO)](/topic/$nvo) [MercadoLibre Inc (MELI)](/topic/$meli) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Shopify Inc (SHOP)](/topic/$shop) [Spotify Technology (SPOT)](/topic/$spot) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Tesla, Inc. (TSLA)](/topic/$tsla) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Mastercard, Inc. (MA)](/topic/$ma) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Intuit Inc. (INTU)](/topic/$intu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$EVVTY Only a few investors did not throw in the towel on EVO. But for those still invested we can see that the turnaround may be slowly starting. Asia revenue started to grow again QoQ perhaps signaling an improvement in the situation with the cyberattacks. Let's see how it will evolve in the coming quarters"  
[X Link](https://x.com/simoyw91/status/2020791920700633112)  2026-02-09T09:28Z [---] followers, [---] engagements


"This is why $NOW is my biggest bet for [----]. I went heavy on it"  
[X Link](https://x.com/simoyw91/status/2018801603260956686)  2026-02-03T21:39Z [---] followers, 11.7K engagements


"Shopping time today. Bought a bit more of $MSFT $PANW and $NOW. What a time to be alive :D"  
[X Link](https://x.com/simoyw91/status/2019134534697275573)  2026-02-04T19:42Z [---] followers, [---] engagements


"Without Google's CAPEX investments in AI and cloud computing over the past decade the growth in Google Cloud and Gemini would not have been possible. With this track record I think we can be confident that Google will invest this money wisely"  
[X Link](https://x.com/simoyw91/status/2019440711754555538)  2026-02-05T15:59Z [---] followers, [--] engagements


"In investing we talk a lot about narratives and data but too little about human psychology. This misjudgment on $GOOGL by the analyst is a very interesting example of how human psychology can distort the perception of reality and why it's difficult to stay rational in the market. These were probably the main psychological reasons for the misjudgment (based on Munger's framework): [--]. Availability-Misweighing Tendency (The "Vividness" Bias) Munger teaches that the human brain overweighs evidence that is vivid and recent. The Error: ChatGPT/AI was a shocking new and "vivid" experience. It felt"  
[X Link](https://x.com/simoyw91/status/2020464354093683029)  2026-02-08T11:46Z [---] followers, [---] engagements


"$NOW SBC/OCF"  
[X Link](https://x.com/simoyw91/status/2020489020476719245)  2026-02-08T13:24Z [---] followers, [--] engagements


"$NOW drawdowns in the last [--] years"  
[X Link](https://x.com/simoyw91/status/2020490185075552523)  2026-02-08T13:29Z [---] followers, [--] engagements


"@mattscottcap You guys have to chill. If you don't like $DUOL just don't invest in it 😅"  
[X Link](https://x.com/simoyw91/status/2020557403968717293)  2026-02-08T17:56Z [---] followers, [---] engagements


"Very interesting valuation for $VEEV"  
[X Link](https://x.com/anyuser/status/2021127441838714975)  2026-02-10T07:41Z [---] followers, [--] engagements


"Best deals right now (too many actually): $DUOL $NOW $CRM $PANW $MSFT $META $SPGI $NFLX $VEEV"  
[X Link](https://x.com/anyuser/status/2022344143003918674)  2026-02-13T16:16Z [---] followers, [---] engagements


"Oops almost forgot $ADBE. It has been cheap for so long it's not unusual to see it at these levels. Best deals right now (too many actually): $DUOL $NOW $CRM $PANW $MSFT $META $SPGI $NFLX $VEEV Best deals right now (too many actually): $DUOL $NOW $CRM $PANW $MSFT $META $SPGI $NFLX $VEEV"  
[X Link](https://x.com/simoyw91/status/2022355867396641245)  2026-02-13T17:03Z [---] followers, [--] engagements


"Software stocks will not recover fast. They will probably be dead money for at least 6-9 months. Just be aware of that"  
[X Link](https://x.com/simoyw91/status/2022612584587764138)  2026-02-14T10:03Z [---] followers, [--] engagements


"@TacticzH Just opened a position on $MELI; I will add more if it drops further"  
[X Link](https://x.com/simoyw91/status/1976875179260477879)  2025-10-11T04:59Z [--] followers, [---] engagements


"Unpopular opinion: the wheel strategy is a scam"  
[X Link](https://x.com/simoyw91/status/1977291234353062235)  2025-10-12T08:32Z [--] followers, [--] engagements


"I'm buying $MELI"  
[X Link](https://x.com/simoyw91/status/1978829975043064267)  2025-10-16T14:26Z [--] followers, [--] engagements


"@Mindset4Money_X $ADBE of course. Everybody should have a full position of it"  
[X Link](https://x.com/simoyw91/status/1978904927905673361)  2025-10-16T19:24Z [--] followers, [---] engagements


"@realroseceline I don't think ADBE is a cigar butt stock. I think it is one of the best stocks in the market and I will never sell it in my life. I don't know how I will not make money with it. I have to see it to believe it"  
[X Link](https://x.com/simoyw91/status/1978990962249547800)  2025-10-17T01:06Z [--] followers, [---] engagements


"@realroseceline Curious on why ADBE is not a great buy right now genuinely"  
[X Link](https://x.com/simoyw91/status/1979078278607430006)  2025-10-17T06:53Z [--] followers, [--] engagements


"@realroseceline Yes true but you can get 15-20% CAGR with this price and it's a fair investment. In certain cases with these companies you get positive surprises like META. It's difficult to see a [--] bagger in advance. Do you have suggestions"  
[X Link](https://x.com/simoyw91/status/1979183958307803495)  2025-10-17T13:53Z [--] followers, [--] engagements


"@realroseceline Ah yes sure with smaller companies you can get that. But you usually also take more risk. Companies like $ADBE are so entrenched in society it's almost impossible to not continue using their services. For smaller companies the moat is usually much smaller. So r/r as always"  
[X Link](https://x.com/simoyw91/status/1979186321827438679)  2025-10-17T14:02Z [--] followers, [--] engagements


"@realroseceline I don't agree with you on $ADBE but I respect your view as well. Good luck to you"  
[X Link](https://x.com/simoyw91/status/1979188722047361494)  2025-10-17T14:12Z [--] followers, [--] engagements


"@FluentInQuality Really There aren't many at the moment. I think $ADBE is one of the best R/R and it's very very predictable and has one of the strongest moats. The only better one was $GOOGL at [---] in April but right now I don't see many. Can you give an example"  
[X Link](https://x.com/simoyw91/status/1967474768862691393)  2025-09-15T06:25Z [--] followers, [--] engagements


"@fiscorainvest Every company tries to do that but they never succeed. This is actually one of the reason that AAPL has a moat"  
[X Link](https://x.com/simoyw91/status/1979994169146806310)  2025-10-19T19:32Z [--] followers, [--] engagements


"@maciejwyrodek @GergelyOrosz If they decided to spend less and accept of being offline then it's their problem not an AWS problem"  
[X Link](https://x.com/simoyw91/status/1981005176568979856)  2025-10-22T14:30Z [--] followers, [--] engagements


"@QualityInvest5 Google is more diversified. Adobe is great though"  
[X Link](https://x.com/simoyw91/status/1981449874424938671)  2025-10-23T19:57Z [--] followers, [---] engagements


"My take on $EVO: Slower growth was already expected. Europe USA & LatAm are growing. Asia is the only negative but fixing cyberattack impacts takes time. The increasing share of regulated markets is great news for their long-term moat. I'm very optimistic mid/long-term"  
[X Link](https://x.com/simoyw91/status/1981637008465285297)  2025-10-24T08:20Z [--] followers, [---] engagements


"@JM_Investment0 I don't agree with "limited upside." Opportunity cost can be a factor as we don't know how long we'll need to wait until growth resumes but dividends and share repurchases are giving you a decent return in the meantime"  
[X Link](https://x.com/simoyw91/status/1981648816748060737)  2025-10-24T09:07Z [--] followers, [--] engagements


"I have a rule: never decide to buy or sell a company just after an earnings report. Usually that's when emotions are highest making it the worst time to make rational decisions. Wait at least a week and then decide with more clarity and fewer emotions"  
[X Link](https://x.com/simoyw91/status/1981651349902098606)  2025-10-24T09:17Z [--] followers, [--] engagements


"Thinking about concentrating my entire portfolio in $GOOGL $AMZN $MSFT $META $NVDA $ASML $MA $SPGI. They are clear winners and long-term compounders. What do you think Does it really make sense to diversify for the sake of diversification"  
[X Link](https://x.com/simoyw91/status/1982366193270116717)  2025-10-26T08:38Z [--] followers, [--] engagements


"What I also liked about the last $EVO earnings report is that they are still investing in launching new tables/studios and in regulatory compliance. This shows their focus on long-term growth and health more than short-term margin"  
[X Link](https://x.com/simoyw91/status/1982722813137174951)  2025-10-27T08:15Z [--] followers, [---] engagements


"Added some $EVO today. I think the share price can easily double as soon as the numbers get better"  
[X Link](https://x.com/simoyw91/status/1982834118338412973)  2025-10-27T15:37Z [--] followers, [---] engagements


"Best buys right now: $ADBE $NVO $DUOL $EVVTY"  
[X Link](https://x.com/simoyw91/status/1982839561421250774)  2025-10-27T15:59Z [--] followers, [---] engagements


"It's incredible how when a stock's price is low people will find infinite negative topics to discuss about the company. Pessimism takes over very quickly instead of being balanced and rational"  
[X Link](https://x.com/simoyw91/status/1983228797705994439)  2025-10-28T17:46Z [--] followers, [--] engagements


"@DividendDynasty Yep added [--] more shares"  
[X Link](https://x.com/simoyw91/status/1983689055821836453)  2025-10-30T00:15Z [--] followers, [---] engagements


"@mattderron The fact that you published this very pessimistic article when the stock price is very low makes you lose all credibility. Why didn't you publish it when the stock price was at its peak Honestly I see PayPal going nowhere and even growing faster with the OpenAI deal"  
[X Link](https://x.com/simoyw91/status/1983806623106978286)  2025-10-30T08:02Z [--] followers, [--] engagements


"Added more shares of $ADBE. Free money IMO"  
[X Link](https://x.com/simoyw91/status/1983910791154663434)  2025-10-30T14:56Z [--] followers, [--] engagements


"Still buying more $META $NVO and $ADBE Currently I'm still buying $META $NVO and $ADBE. Currently I'm still buying $META $NVO and $ADBE"  
[X Link](https://x.com/simoyw91/status/1984691958325915959)  2025-11-01T18:40Z [--] followers, [---] engagements


"@HeroDividend Keep in mind that Berkshire is an insurance conglomerate so it needs a very large amount of cash in case of unexpected large cash needs from a major claim event (e.g. natural disaster). We as retail investors don't have this problem so we don't need to hold so much cash"  
[X Link](https://x.com/simoyw91/status/1984954322887586005)  2025-11-02T12:02Z [--] followers, [--] engagements


"$EVO: Nobody looks at the player count anymore nobody talks about how bad the unregulated markets are and how it would be better to have them regulated"  
[X Link](https://x.com/simoyw91/status/1984963484317048957)  2025-11-02T12:39Z [--] followers, [---] engagements


"When people use arguments like "The CEO sounded desperate" you know they're following emotions not rational judgment"  
[X Link](https://x.com/simoyw91/status/1985430471971369188)  2025-11-03T19:34Z [--] followers, [--] engagements


"@DividendDynasty I think I'm the only one optimistic about them in the whole FinX 🤣"  
[X Link](https://x.com/simoyw91/status/1985447289352040620)  2025-11-03T20:41Z [--] followers, [--] engagements


"@sergitm12 They cannot; there are regulations on how many shares they can buy back"  
[X Link](https://x.com/simoyw91/status/1985584816809787673)  2025-11-04T05:48Z [--] followers, [---] engagements


"People already forgot that the slowed revenue in Europe was a planned and proactive action by the CEO not an unexpected one. He literally told the market this would happen as they cleaned up revenue streams. $EVO"  
[X Link](https://x.com/simoyw91/status/1985988041442205828)  2025-11-05T08:30Z [--] followers, [---] engagements


"@Compound_life_ Tell me you don't know anything about growth stocks without telling me"  
[X Link](https://x.com/simoyw91/status/1986946267700768879)  2025-11-07T23:58Z [--] followers, [---] engagements


"@Compound_life_ Duolingo is in its hyper-growth phase not a mature stable-state company. In this stage high SBC is a strategic necessity. They are in a war for top AI/engineering talent against giants like Google and Meta. SBC is how they attract and retain that talent"  
[X Link](https://x.com/simoyw91/status/1987051663803244669)  2025-11-08T06:56Z [--] followers, [--] engagements


"@alc2022 $DUOL is such a great opportunity. Thanks @alc2022 for making sure we didn't miss out on that It's one of the greatest opportunities since $PLTR"  
[X Link](https://x.com/simoyw91/status/1987064953891655856)  2025-11-08T07:49Z [--] followers, [--] engagements


"@Compound_life_ @LeveragedFun The current FCF is not indicative of the real FCF that the company can generate. They haven't focused on profit optimization yet (they even say that in the call) and they can pull so many levers in the future when they will have 800M-1B MAU. That's why FCF is not relevant now"  
[X Link](https://x.com/simoyw91/status/1987113978028294183)  2025-11-08T11:04Z [--] followers, [--] engagements


"@Compound_life_ @LeveragedFun Basically here you can see the company stages and their focus and an example is $SHOP which is just some years ahead of $DUOL in terms of stage shift. As you can see $SHOP is slowly transitioning their focus to the Profitability & Efficieny. And $DUOL will do the same"  
[X Link](https://x.com/simoyw91/status/1987116128510820564)  2025-11-08T11:12Z [--] followers, [--] engagements


"@alc2022 Hi @alc2022 do you think it's good to add to PLTR on pullbacks I think the fundamentals will catch up in the long term. Or is it too risky so it's better to invest in other companies that are now like PLTR last year like $DUOL"  
[X Link](https://x.com/simoyw91/status/1987133330349859103)  2025-11-08T12:21Z [--] followers, [---] engagements


"@TacticzH Sentiment reset. Good upside from here hopefully"  
[X Link](https://x.com/simoyw91/status/1987236151971692607)  2025-11-08T19:09Z [--] followers, [--] engagements


"I normally have a rule of 2.5% of the portfolio for each position of speculative growth stocks. But for $DUOL I will make an exception. I truly believe that it is the next $NFLX $SPOT or even the early $AMZN. I want to invest now and heavy"  
[X Link](https://x.com/simoyw91/status/1987241185770111462)  2025-11-08T19:29Z [--] followers, [---] engagements


"$DUOL is one of the great opportunities in the market. This is exactly why the stock market was created in the first place: to give you the opportunity to become a shareholder of an amazing company in expansion. I feel blessed I can be a part of this company as a shareholder"  
[X Link](https://x.com/simoyw91/status/1987268895531532784)  2025-11-08T21:20Z [--] followers, [---] engagements


"@DividendMil Is a strategy that only works well in a bull market like we are in now then things change and it no longer works. So I stopped doing it. Just buy stocks that always go up; you never lose and you outperform every option strategy in the long term. Keep it simple"  
[X Link](https://x.com/simoyw91/status/1987433582680252761)  2025-11-09T08:14Z [--] followers, [--] engagements


"@ValueSense_io Yes next $SPOT $NFLX $SHOP right in front of our eyes 🚀"  
[X Link](https://x.com/simoyw91/status/1987492827622981685)  2025-11-09T12:09Z [--] followers, [--] engagements


"@alc2022 Good morning Antonio In your view what would be good verticals that $DUOL could add In my view coding and financial literacy courses could have great potential :)"  
[X Link](https://x.com/simoyw91/status/1987821666832200016)  2025-11-10T09:56Z [--] followers, [---] engagements


"Many years ago I was curious to know how Michael Burry predicted the market crash. Now I know it: he basically shorts the market every time it goes up significantly. Most of the time he loses but then there will be that one time he will be right. What a silly game"  
[X Link](https://x.com/simoyw91/status/1987950354147824077)  2025-11-10T18:27Z [--] followers, [--] engagements


"@_SaintDAN @alc2022 We don't need to see the future; we just need to go where there is a high probability of a possible future. Diversification will compensate for mistakes"  
[X Link](https://x.com/simoyw91/status/1990401774419640455)  2025-11-17T12:48Z [--] followers, [--] engagements


"@ReneSellmann The moment people will understand that PE ratio and FCF yield are useless without comparing them to growth the world will be a better place. It won't happen luckily so we can buy more stock at a cheap price while others think that they are expensive"  
[X Link](https://x.com/simoyw91/status/1990835335786349042)  2025-11-18T17:31Z [--] followers, [---] engagements


"@peterranger05 @alc2022 Why do humans always look at the short term Antonio means that the FCF/share will be exponential in the long term"  
[X Link](https://x.com/simoyw91/status/1991074556316942613)  2025-11-19T09:22Z [--] followers, [--] engagements


"@sreesub @HatedMoats By chance we don't follow "a friend" but the millions of users that Adobe has"  
[X Link](https://x.com/simoyw91/status/1991237137044222371)  2025-11-19T20:08Z [--] followers, [--] engagements


"@InvestingVisual $DUOL"  
[X Link](https://x.com/simoyw91/status/1992596730223952278)  2025-11-23T14:10Z [---] followers, [---] engagements


"$DUOL: No words needed"  
[X Link](https://x.com/simoyw91/status/1994171146980212877)  2025-11-27T22:27Z [--] followers, [--] engagements


"@WealthyReadings Did you see the track record of NVO"  
[X Link](https://x.com/simoyw91/status/1994947966734668276)  2025-11-30T01:53Z [---] followers, [--] engagements


"@RJCcapital How os thr thesis of $HIMS dead if we are only at the very beginning 😅"  
[X Link](https://x.com/simoyw91/status/1995251965522252169)  2025-11-30T22:01Z [---] followers, [---] engagements


"@MeadowsPoppa @patientinvestt Lol I don't know if you noticed it but Adobe is a monopoly. They can increase the prices whathever they want and you still will pay it. This is the real truth. No bs the truth"  
[X Link](https://x.com/simoyw91/status/1995956217190252751)  2025-12-02T20:40Z [---] followers, [--] engagements


"@HatedMoats @unusual_whales Yes like Google is a print money machine it has basically infinite money to invest if it sees potential for returns"  
[X Link](https://x.com/simoyw91/status/1996157845671129437)  2025-12-03T10:01Z [---] followers, [--] engagements


"@MeadowsPoppa @patientinvestt Man.basically every monopoly is hated. Look at Visa/Mastercard Intuit Salesforce UnitedHealth etc. Etc. If this is your concern then good luck finding great companies. Adobe is top quality up there with Microsoft Salesforce etc. There aren't many companies like that"  
[X Link](https://x.com/simoyw91/status/1996188715761447157)  2025-12-03T12:04Z [---] followers, [--] engagements


"@CamboJimbo @MeadowsPoppa @patientinvestt Canva in not a software is a kid game"  
[X Link](https://x.com/simoyw91/status/1996265916716417034)  2025-12-03T17:10Z [---] followers, [--] engagements


"@MeadowsPoppa @patientinvestt Now tell me users of Adobe don't like their software. I mean they are the very best software you can use in the creative world and it's very easy to use several different tools because they are all integrated into the same ecosystem. Users LOVE Adobe products. Not the bill"  
[X Link](https://x.com/simoyw91/status/1996267419195543692)  2025-12-03T17:16Z [---] followers, [--] engagements


"@MeadowsPoppa @patientinvestt Just poking around guys all good. Don't invest in Adobe. Nobody forces you :)"  
[X Link](https://x.com/simoyw91/status/1996275493340078472)  2025-12-03T17:49Z [---] followers, [--] engagements


"My two "speculative" bets: $CRWD and $DUOL. Speculative in compairison to companies like $GOOGL or $MSFT but overall not really risky just more volatile"  
[X Link](https://x.com/simoyw91/status/1996323197872931271)  2025-12-03T20:58Z [---] followers, [---] engagements


"@HatedMoats @Mindset4Money_X Adobe is free money basically. I will keep adding with all my salary deposits :)"  
[X Link](https://x.com/simoyw91/status/1999029617756172358)  2025-12-11T08:12Z [---] followers, [--] engagements


"@mply_cap $ADBE creativity will skyrocket with AI"  
[X Link](https://x.com/simoyw91/status/1999860184458641824)  2025-12-13T15:13Z [---] followers, [---] engagements


"@chitchatstocks $TSLA remains a high-risk play for several reasons: Unpredictable financials One-man leadership risk Execution & competition headwinds Lack of diversification Narrow/No moat advantage Execution must be perfect to justify the valuation. It's a big NO in my view"  
[X Link](https://x.com/simoyw91/status/2005062852579856781)  2025-12-27T23:46Z [---] followers, [--] engagements


"I'm not against people who invest in $TSLA but I can say that I have either 1) a very different risk tolerance or 2) a very different way of evaluating and quantifying a company's risk"  
[X Link](https://x.com/simoyw91/status/2007923700113490140)  2026-01-04T21:14Z [---] followers, [--] engagements


"@realroseceline @QualityInvest5 @OwlWealthy @owl Don't confuse a bull market with brains. Good results can come from bad processes (luck) just as bad results can come from good processes. The 'Result' proves nothing about the risk you carried to get there"  
[X Link](https://x.com/simoyw91/status/2008722689171878024)  2026-01-07T02:09Z [---] followers, [--] engagements


"@OwlWealthy @realroseceline @QualityInvest5 @owl Great list thanks for sharing I also look for the specific fuel behind exponential growth such as a proprietary algorithm unique data or network effects (which you already mentioned). You need that kind of engine to actually sustain the exponemtial growth long-term"  
[X Link](https://x.com/simoyw91/status/2008883750315442536)  2026-01-07T12:49Z [---] followers, [--] engagements


"@Kekius_Sage AI is not a conscious being. It is just an algorithm made to simulate our text and language. So he cannot be creative and cannot understand what is right or wrong"  
[X Link](https://x.com/simoyw91/status/2009829986421612578)  2026-01-10T03:29Z [---] followers, [--] engagements


"@Kekius_Sage AI is not a conscious being. It is just an algorithm made to simulate our text and language. (check Federico Faggin for more in depth explaination)"  
[X Link](https://x.com/simoyw91/status/2009830235789783238)  2026-01-10T03:30Z [---] followers, [--] engagements


"@EquityBrian Adobe is one of the best businesses ever created with one of the best margins and business models. Of course it deserves a higher multiple"  
[X Link](https://x.com/simoyw91/status/2011474299777900820)  2026-01-14T16:23Z [---] followers, [---] engagements


"@DrKarlGER @alc2022 The risk is not insignificant with $DUOL but the upside is enormous. I agree"  
[X Link](https://x.com/simoyw91/status/2011832366294052982)  2026-01-15T16:06Z [---] followers, [--] engagements


"@EquityBrian $NOW is my best pick here"  
[X Link](https://x.com/simoyw91/status/2012453834577059856)  2026-01-17T09:15Z [---] followers, [---] engagements


"Prediction: [--] years from now people will talk about how incredible it is that $ADBE one of the best companies in the world was trading at $295 per share"  
[X Link](https://x.com/simoyw91/status/2012456250001277196)  2026-01-17T09:25Z [---] followers, [--] engagements


"My top high-conviction buys right now: $NOW $ADBE $DUOL $NFLX"  
[X Link](https://x.com/simoyw91/status/2012457297549595122)  2026-01-17T09:29Z [---] followers, [--] engagements


"@thexcapitalist AI is a risk but also an opportunity for $DUOL"  
[X Link](https://x.com/simoyw91/status/2013357356373942583)  2026-01-19T21:06Z [---] followers, [--] engagements


"$NOW is my high-conviction bet for [----]. Looking for it to do exactly what $GOOGL did for my portfolio last year"  
[X Link](https://x.com/simoyw91/status/2013543152502685978)  2026-01-20T09:24Z [---] followers, [--] engagements


"@0xtechquity @joecarlsonshow If clients are locked in it means that it works. Maybe not easy to use though but good enough. Otherwise they will switch at any cost if it does not work"  
[X Link](https://x.com/simoyw91/status/2013573681612513769)  2026-01-20T11:25Z [---] followers, [--] engagements


"@TheRealBirnbaum Yes very basic logic and business experience"  
[X Link](https://x.com/simoyw91/status/2014468126570680686)  2026-01-22T22:40Z [---] followers, [--] engagements


"$DUOL $ADBE $NFLX and $NOW feel like a gift from the market. Im gladly taking the offer :)"  
[X Link](https://x.com/simoyw91/status/2014642389189636531)  2026-01-23T10:12Z [---] followers, [--] engagements


"@DividendDynasty $EVVTY"  
[X Link](https://x.com/simoyw91/status/1985446205652906182)  2025-11-03T20:37Z [---] followers, [---] engagements


"Ok I have now deployed all my cash on $NVO $ADBE $EVVTY and $DUOL. Now I sit and wait"  
[X Link](https://x.com/simoyw91/status/1988007399459111072)  2025-11-10T22:14Z [---] followers, [---] engagements


"@dividendology $ADBE and $EVVTY"  
[X Link](https://x.com/simoyw91/status/1994072174823346677)  2025-11-27T15:53Z [---] followers, [---] engagements


"@WillBiddy_ $ADBE $NOW $DUOL $MSFT $CRWD"  
[X Link](https://x.com/simoyw91/status/2016915754881306852)  2026-01-29T16:46Z [---] followers, [---] engagements


"@terceiran56 @Gubloinvestor In the long term you will be fine. The important thing is not to take the IPO price. IPO prices are always pumped to the maximum possible level so that early investors can maximize their exit profits"  
[X Link](https://x.com/simoyw91/status/2017195850045264159)  2026-01-30T11:19Z [---] followers, [--] engagements


"A good exercise to test your conviction in the stocks you hold is asking yourself this question: "Would I feel comfortable putting 100% of my portfolio into this company" If the answer is no you probably need to review the stock you chose. I have none that I wouldn't put 100% of my money into. https://twitter.com/i/web/status/2017549924976513317 https://twitter.com/i/web/status/2017549924976513317"  
[X Link](https://x.com/simoyw91/status/2017549924976513317)  2026-01-31T10:46Z [---] followers, [--] engagements


"@BramVGenechten FCF is very difficult to calculate correctly because of capex cycles SBC one-time expenses etc. But yes it's true"  
[X Link](https://x.com/simoyw91/status/2017651023326724552)  2026-01-31T17:27Z [---] followers, [---] engagements


"Bought more $NOW $MSFT $ADBE $PANW. What a a gift prices we have rn"  
[X Link](https://x.com/simoyw91/status/2018797502468874538)  2026-02-03T21:23Z [---] followers, [---] engagements


"@InvestingVisual My personal choice of the best opportunity right now is $NOW. But $MSFT $ADBE $CRM $DUOL looks also very good"  
[X Link](https://x.com/simoyw91/status/2018798110743654864)  2026-02-03T21:25Z [---] followers, [---] engagements


"@TheAbomNoMan @Dividend_Dollar Crazy if you think. It's actually a bit scary to realize how non-ration human mind is. It's also beautiful on the other side. Rationality is boring"  
[X Link](https://x.com/simoyw91/status/2019324622022615194)  2026-02-05T08:18Z [---] followers, [--] engagements


"@Ashton_1nvests $GOOGL"  
[X Link](https://x.com/simoyw91/status/2019359922362937639)  2026-02-05T10:38Z [---] followers, [---] engagements

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