# ![@simpleinvest01 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1515959313914761218.png) @simpleinvest01 simple investing

simple investing posts on X about $nvda, nvda, meta, $amzn the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1515959313914761218/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1515959313914761218/c:line/m:interactions.svg)

- [--] Week [-------] -46%
- [--] Month [---------] +9,641%
- [--] Months [---------] +1,360%
- [--] Year [---------] +43%

### Mentions: [--] [#](/creator/twitter::1515959313914761218/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1515959313914761218/c:line/m:posts_active.svg)

- [--] Week [--] +18%
- [--] Month [--] +138%
- [--] Months [---] +93%
- [--] Year [---] -57%

### Followers: [------] [#](/creator/twitter::1515959313914761218/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1515959313914761218/c:line/m:followers.svg)

- [--] Week [------] +0.10%
- [--] Month [------] +0.62%
- [--] Months [------] +8%
- [--] Year [------] +18%

### CreatorRank: [---------] [#](/creator/twitter::1515959313914761218/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1515959313914761218/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities)  [currencies](/list/currencies) 

**Social topic influence**
[$nvda](/topic/$nvda), [nvda](/topic/nvda), [meta](/topic/meta), [$amzn](/topic/$amzn), [$msft](/topic/$msft), [$crwd](/topic/$crwd), [$tsla](/topic/$tsla), [investment](/topic/investment), [$meta](/topic/$meta), [$googl](/topic/$googl)

**Top accounts mentioned or mentioned by**
[@ftrinvestors](/creator/undefined) [@stockopine](/creator/undefined) [@dissectmarkets](/creator/undefined) [@seekingalpha](/creator/undefined) [@ifbpodcast](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@7lukehallard](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@fromvalue](/creator/undefined) [@fundaminv](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@investinassets](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@rajtalluri](/creator/undefined) [@bigbullcap](/creator/undefined) [@aitechinvesting](/creator/undefined) [@couchinvestor](/creator/undefined) [@disruptorstocks](/creator/undefined) [@ericflaningam](/creator/undefined) [@stockinf0](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Tesla, Inc. (TSLA)](/topic/$tsla) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Sea Limited (SE)](/topic/$se) [Enphase Energy Inc (ENPH)](/topic/$enph) [Advanced Micro Devices (AMD)](/topic/$amd) [Apple, Inc. (AAPL)](/topic/$aapl) [Snowflake Inc. (SNOW)](/topic/$snow) [Zscaler Inc (ZS)](/topic/$zs) [Intel Corporation (INTC)](/topic/$intc) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Datadog Inc (DDOG)](/topic/$ddog) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Alibaba Group (BABA)](/topic/$baba) [Plug Power, Inc. (PLUG)](/topic/$plug) [First Solar, Inc. (FSLR)](/topic/$fslr) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Micron Technology, Inc. (MU)](/topic/$mu) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Oracle Corporation (ORCL)](/topic/$orcl) [Now Coin (NOW)](/topic/$now) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Netflix Inc (NFLX)](/topic/$nflx) [MongoDB, Inc. (MDB)](/topic/$mdb) [Snap, Inc. (SNAP)](/topic/$snap) [Marvell Technology Inc (MRVL)](/topic/$mrvl) [Broadcom, Inc. (AVGO)](/topic/broadcom) [Charles Schwab Corporation (SCHW)](/topic/$schw) [SPX6900 (SPX)](/topic/$spx) [SolarEdge Technologies, Inc. (SEDG)](/topic/$sedg) [Cloudflare, Inc. (NET)](/topic/$net) [Confluent, Inc. (CFLT)](/topic/$cflt) [CyberArk Software Ltd. (CYBR)](/topic/$cybr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ENVX Some of Enovix's disclosed customers in its funnel as of Dec '21. This was disclosed recently in the start of '23 I just published my deep dive research article on Enovix [--] of the most detailed research into Enovix. Link to the deep dive article: https://seekingalpha.com/mp/1422-outperforming-the-market/articles/5828236-stock-idea-4-enovix-a-deep-dive-part-1 https://seekingalpha.com/mp/1422-outperforming-the-market/articles/5828236-stock-idea-4-enovix-a-deep-dive-part-1"  
[X Link](https://x.com/simpleinvest01/status/1626559587150364673)  2023-02-17T12:30Z 16.5K followers, [----] engagements


"Glad members of Outperforming the Market are enjoying the deep dive research on $ENVX. I spent a few weeks on this one to make it one of the best research on $ENVX out there and Im happy that you found it useful $ENVX . @simpleinvest01 Does an outstanding Job laying out the Enovix investment thesis IMHO. Its all about execution. With Raj and Ajay driving the ship . Odds are they they will execute. https://t.co/bXT8srmBi0 $ENVX . @simpleinvest01 Does an outstanding Job laying out the Enovix investment thesis IMHO. Its all about execution. With Raj and Ajay driving the ship . Odds are they they"  
[X Link](https://x.com/simpleinvest01/status/1627112356869455872)  2023-02-19T01:06Z 16.5K followers, [----] engagements


"Anyone looking for multi-baggers should look into Enovix $ENVX: One of the highest potential innovative battery technology companies. I just published my deep dive research article on $ENVX. Link to the deep dive article: https://seekingalpha.com/mp/1422-outperforming-the-market/articles/5828236-stock-idea-4-enovix-a-deep-dive-part-1 https://seekingalpha.com/mp/1422-outperforming-the-market/articles/5828236-stock-idea-4-enovix-a-deep-dive-part-1"  
[X Link](https://x.com/simpleinvest01/status/1627242839305248774)  2023-02-19T09:45Z 16.5K followers, 16.8K engagements


"Set a reminder for my upcoming Space Discussing about the $ENVX deep dive research and $INDI earnings analysis in the episode. Usually only for paid subscribers but making this free only for this special day. https://x.com/i/spaces/1BdGYyPzoqgGX https://x.com/i/spaces/1BdGYyPzoqgGX"  
[X Link](https://x.com/simpleinvest01/status/1627325529107091456)  2023-02-19T15:13Z 16.5K followers, [---] engagements


"Fedspeak: Fed Williams said that the Fed is committed to returning inflation to its 2% target over the next few years. He said the battle against inflation is still ongoing as a recovery from China and Europe are keeping goods prices high"  
[X Link](https://x.com/simpleinvest01/status/1628958141961637888)  2023-02-24T03:21Z 16.5K followers, [---] engagements


"Published the last part to my deep dive research into $ENVX which includes: - Customer funnel - Competitor analysis - 5-year financial forecast - Valuation for $ENVX including intrinsic value 1-yr and 3-yr price targets Link to the deep dive article: https://seekingalpha.com/mp/1422-outperforming-the-market/articles/5834547-stock-idea-4-enovix-a-deep-dive-part-2 https://seekingalpha.com/mp/1422-outperforming-the-market/articles/5834547-stock-idea-4-enovix-a-deep-dive-part-2"  
[X Link](https://x.com/simpleinvest01/status/1629049242055761921)  2023-02-24T09:23Z 16.6K followers, [---] engagements


"Positives from last week for Enovix: [--]. TJ buying $ENVX shares at $9.56 signaling confidence in the new management. [--]. $ENVX announced that Fab-2 its 1st high-vol manufacturing facility will be located in Malaysia. [--]. $ENVX Gen2 Autoline design was approved"  
[X Link](https://x.com/simpleinvest01/status/1635118411662643201)  2023-03-13T03:19Z 16.5K followers, [----] engagements


"$NVDA 41x P/E 32% EPS growth 1.3x PEG $AMD 20x P/E 42% EPS growth 0.5x PEG $INTC 24x P/E 273% EPS growth 0.1x PEG $TSM 13x P/E 22% EPS growth 0.6x PEG $AMD and $TSM looks interesting"  
[X Link](https://x.com/simpleinvest01/status/1636160097008353280)  2023-03-16T00:19Z 16.5K followers, [---] engagements


"$ENVX Enovix Multiple leadership additions: [--]. Samira Naraghi as VP of Product Management (Ex $META $AMZN $QCOM) [--]. Milind Patil as VP of Global Procurement (Ex $LRCX $AMAT $AMD) [--]. Mani Balasubramanian as VP Controller (Ex $PHG) Locked & loaded ready to scale up"  
[X Link](https://x.com/simpleinvest01/status/1636664923785945088)  2023-03-17T09:45Z 16.5K followers, [----] engagements


"$XYL Xylem Inc: Dont usually look into opportunities in the water space but I think this was part of a wider research into the green transition and sustainability theme. Youll be surprised to find that Xylems digital business is growing rapidly. https://seekingalpha.com/article/4588384-xylem-strong-competitive-moat-with-tailwinds-from-green-transition https://seekingalpha.com/article/4588384-xylem-strong-competitive-moat-with-tailwinds-from-green-transition"  
[X Link](https://x.com/simpleinvest01/status/1637106969311064064)  2023-03-18T15:01Z 17.6K followers, [---] engagements


"Im writing about my deep dive into Microsofts $MSFT cybersecurity business comparing it to other players like $CRWD $S and $OKTA amongst others. Excited to be publishing that later this week"  
[X Link](https://x.com/simpleinvest01/status/1637744938845900800)  2023-03-20T09:16Z 16.5K followers, [---] engagements


"Always love writing about this exciting company. $ENVX Enovix could be huge one day and all the evidence we have today points towards it. No other company that I have as much conviction in today. Exciting times ahead for $ENVX https://seekingalpha.com/article/4581236-enovix-disruptive-battery-technology-player-charging-up-for-hypergrowth https://seekingalpha.com/article/4581236-enovix-disruptive-battery-technology-player-charging-up-for-hypergrowth"  
[X Link](https://x.com/simpleinvest01/status/1639886367919607810)  2023-03-26T07:05Z 16.5K followers, 34.4K engagements


"Insider buying tells you a lot about a company. I wondered how much $ENVX T.J. Rodgers was buying since [--] March. The answer is below. A lot. $5.4 million worth of $ENVX purchased by the chairman of Enovix himself"  
[X Link](https://x.com/simpleinvest01/status/1640181614214021121)  2023-03-27T02:39Z 16.5K followers, [----] engagements


"$ENVX was at the JPM Industrials Conference. Here are my takeaways in a 🧵:"  
[X Link](https://x.com/simpleinvest01/status/1640642488854806528)  2023-03-28T09:10Z 16.5K followers, 35.5K engagements


"Differentiated technology remains a competitive advantage of $ENVX. Silicon can hold more lithium than graphite but it has issues with swelling and safety. $ENVX can solve that with its units architecture and proprietary BrakeFlow technology"  
[X Link](https://x.com/simpleinvest01/status/1640642492013109248)  2023-03-28T09:10Z 16.5K followers, [----] engagements


"As a result of $ENVX differentiated technology this has created a step change in energy density. Maintaining 100% active silicon content in the anode as well as stacking (rather than rolling) provides $ENVX with a competitive advantage and is unique to $ENVX"  
[X Link](https://x.com/simpleinvest01/status/1640642495506964482)  2023-03-28T09:10Z 16.5K followers, [----] engagements


"$AMZN Amazon cut headcount by 18k in Jan and again in Mar did a further reduction of 9k. These reductions in headcount will lead to about $6b to $7b in annualized cost savings for $AMZN This makes up about 50% of 2022's OP & 30% of 2023F's OP. Rather significant to earnings"  
[X Link](https://x.com/simpleinvest01/status/1640894335540674560)  2023-03-29T01:51Z 16.6K followers, [----] engagements


"4. Portfolio strategy (1/3): Bonds are looking attractive relative to equities $SPY. Current earnings yield gap is at a 10-year low today and below the long-term average. Invest in high-quality IG $LQD $VCIT or UST $BIL $TLT $IEF $GOVT"  
[X Link](https://x.com/simpleinvest01/status/1641088331118432256)  2023-03-29T14:42Z 16.5K followers, [---] engagements


"4. Portfolio strategy (2/3): Preferring emerging market equities $VWO $EEM $IEMG over US equities $SPY: - Chins reopening and easing monetary policy - US equities trading at 10% premium to its 20-year avg P/E. - MSCI EM index at 11.5x 1-yr forward P/E multiple. - US$ headwinds"  
[X Link](https://x.com/simpleinvest01/status/1641088334167703552)  2023-03-29T14:42Z 17.5K followers, [---] engagements


"A thread🧵: Contrarian stock idea: Charles Schwab $SCHW What I will cover: [--]. The real story behind $SCHW cash movements [--]. Flows in net new assets during the height of the banking saga [--]. Liquidity position if a liquidity event occurs [--]. Current discount to intrinsic value"  
[X Link](https://x.com/simpleinvest01/status/1641339748282425344)  2023-03-30T07:21Z 16.5K followers, [----] engagements


"3. Liquidity position if a liquidity event occurs [--]. Organic sources (NNA cash portfolio cashflow): $108b [--]. Supplemental (FHLB BTFP retail CD): $396b [--]. AFS (Last resort &unlikely): $148b Total liquidity of $SCHW: $652b"  
[X Link](https://x.com/simpleinvest01/status/1641339757497323521)  2023-03-30T07:21Z 19.1K followers, [----] engagements


"You should be buying now. S&P [---] $SPX $SPY P/E multiple has contracted 40% since its peak. $SPX P/E multiple is now 18x below its 5-yr avg P/E of 20x If you were buying in [----] and not buying now this chart should give you enough reason to start buying"  
[X Link](https://x.com/simpleinvest01/status/1641605155497062402)  2023-03-31T00:55Z 16.8K followers, [----] engagements


"Im so glad I listened to the T.J. Rodgers special presentation on [--] Jan. $ENVX sold off 45% after it but I saw the presentation as a positive game changer. That was when I saw the opportunity to take a contrarian bet on $ENVX $ENVX is up +120% since the day the special presentation was made. That was also the first time I was impressed by @rajtalluri and the first time he was introduced to the markets. A must watch for those interested in or starting to look into $ENVX. Link: https://vimeo.com/802004886 https://vimeo.com/802004886"  
[X Link](https://x.com/simpleinvest01/status/1642149734717747200)  2023-04-01T12:59Z 16.5K followers, 39K engagements


"Its crazy to see how there are $80b of battery factories and EV plants coming up in the US. $TSLA $RIVN $F $GM investing in auto/EV plants. Dozens of battery factory investments like $FREY Battery recyclers like $LICY could benefit from the exponential increase in batteries in production. $INTC $MU $TSM $WOLF investing in semi plants. Thanks to @brynkahrl for sharing"  
[X Link](https://x.com/simpleinvest01/status/1642512758368518144)  2023-04-02T13:02Z 16.6K followers, [----] engagements


"With this certification (and 3rd party testing) it provides assurance to $ENVX customers that their products are not only high density and capacity but also meeting the high safety standards for electronic products. Today we announced we received UL1642 a global safety certification for our wearable cells Read the press release 👉 https://t.co/Grh0fCT1rC https://t.co/bsoNXoiNBL Today we announced we received UL1642 a global safety certification for our wearable cells Read the press release 👉 https://t.co/Grh0fCT1rC https://t.co/bsoNXoiNBL"  
[X Link](https://x.com/simpleinvest01/status/1643036218979139586)  2023-04-03T23:42Z 16.5K followers, [----] engagements


"1/ All you need to know about Enovix $ENVX thread: - Markets - Technology - Customers - Operational - Management - Major shareholders - And more. A 🧵on $ENVX:"  
[X Link](https://x.com/simpleinvest01/status/1643537634436972544)  2023-04-05T08:54Z 16.5K followers, 68K engagements


"16/ Silicon/semiconductor mindset - While $ENVX battery manufacturing tolerances are between [--] to [--] micrometers semiconductor backend manufacturing tolerances are between [--] to [--] micrometers. - This is the expertise of the new management team"  
[X Link](https://x.com/simpleinvest01/status/1643537661226008576)  2023-04-05T08:54Z 19.9K followers, [----] engagements


"17/ Management $ENVX management team has a strong expertise in semiconductors with @rajtalluri experience in $MU $TXN $QCOM and Ajay in $AMD. For those of you who do not know Raj he's in charge of the whole Snapdragon family very impressive CV in my view"  
[X Link](https://x.com/simpleinvest01/status/1643537663096664064)  2023-04-05T08:54Z 19.9K followers, [--] engagements


"There is a disconnect between $SCHW 2024F P/E and 2024F EPS. One of it has to give. Multiple expansion opportunity for $SCHW (5-year average P/E at 24x vs 2024F P/E of 10x) Or further 2024F EPS downgrades"  
[X Link](https://x.com/simpleinvest01/status/1643924006544744450)  2023-04-06T10:30Z 16.6K followers, [----] engagements


"If you missed the $ENVX thread from last week 👇🏻👇🏻👇🏻 1/ All you need to know about Enovix $ENVX thread: - Markets - Technology - Customers - Operational - Management - Major shareholders - And more. A 🧵on $ENVX: 1/ All you need to know about Enovix $ENVX thread: - Markets - Technology - Customers - Operational - Management - Major shareholders - And more. A 🧵on $ENVX:"  
[X Link](https://x.com/simpleinvest01/status/1646829905316052992)  2023-04-14T10:57Z 16.6K followers, [----] engagements


"$ENVX to offer $150m aggregate principal amount of Convertible Senior Notes due [----]. [--] key takeaways: [--]. Proceeds used to fund acquisition of production lines of Gen2 manufacturing equipment. [--]. Part of proceeds to pay for capped call to reduce dilution upon conversion of notes [--]. Entities affiliated with TJ have indicated an interest in purchasing up to $5m"  
[X Link](https://x.com/simpleinvest01/status/1648121068849344515)  2023-04-18T00:27Z 16.6K followers, [----] engagements


"$MSCI plunged after sales missed Q1 sales grew +5.8% to $592.2m (est. $594.4m) with core EPS at $3.14 (est. $2.97). Revenue from asset-based fees fell 8.2% to $133.1m driven by a drop in revenue from funds linked to MSCI indices on decreasing AUM. Mgmt. sees a tough environment in [----] and the firm is actively exploring potential acquisitions to boost growth"  
[X Link](https://x.com/simpleinvest01/status/1651072649056096256)  2023-04-26T03:56Z 18.5K followers, [----] engagements


"$GOOGL $70 billion buybacks authorised is equivalent to the market cap of these companies below 👇🏻 $KKR $MNST $UBER $MCO $APD $ATVI $CME $WM $PANW $MMM"  
[X Link](https://x.com/simpleinvest01/status/1651081970838011904)  2023-04-26T04:33Z 16.5K followers, 11.8K engagements


"Regional banks with considerable office market loan exposure: $PNC $WFC $BAC $BKU $CFR $SNV $RF $CFG $SIVB $TFC As office asset values decline these regional banks may find it difficult to exit these loans particularly for those with older and lower quality office assets"  
[X Link](https://x.com/simpleinvest01/status/1651396519176867840)  2023-04-27T01:23Z 16.5K followers, [----] engagements


"Thank you for the follow @ronjonbSaaS. Appreciate the recent follows from the people I look up to in Fintwit Ive been following @ronjonbSaaS for some time and his expertise in software is telling and insightful I try to write about $MSFT $CRWD but his analysis is 👍🏻👍🏻"  
[X Link](https://x.com/simpleinvest01/status/1652220457985388544)  2023-04-29T07:57Z 16.5K followers, [---] engagements


"Love the earnings season so far. Busy week next week heres some of the companies Ill be looking at: $DDOG $AAPL $SQ $RUN $MELI $FTNT $QCOM $EL $AMD $MPC $SEDG $SOFI Let me know what you are looking at I wanna know what you are most interested to look into"  
[X Link](https://x.com/simpleinvest01/status/1652859428650242049)  2023-05-01T02:16Z 17.1K followers, [----] engagements


"$ENVX Enovix can be hugely profitable: Financing for scale secured (four lines in Fab-2). Scale drives lower cost of materials (Cost of materials make up 60%-70% of its costs). Lower cost of materials lead to its long term 50% gross margins. Scale is crucial for $ENVX"  
[X Link](https://x.com/simpleinvest01/status/1653334479220654081)  2023-05-02T09:43Z 16.5K followers, 11.9K engagements


"Here are [--] reasons why you should be buying Enovix stock $ENVX after its earnings: A thread"  
[X Link](https://x.com/simpleinvest01/status/1654305251699335169)  2023-05-05T02:01Z 16.5K followers, [--] engagements


"$TSM TSMC's ROE is worrying as it looks difficult to maintain with estimates continuing to fall. This is because TSMC's expansion overseas will lead to higher costs and lower efficiencies. And geopolitical tensions continue to be a risk for TSMC"  
[X Link](https://x.com/simpleinvest01/status/1654426886012030982)  2023-05-05T10:04Z 16.6K followers, [----] engagements


"With $ENPH share price at $160 and the last buyback at $197 along with more free cash flows generated and a higher intrinsic value today compared to the last buyback I do think buybacks are in the horizon. Also TJ Rodgers bought $ENPH on [--] April. $ENPH capital allocation strategy: Management only buy back stock when it is below its intrinsic value after considering operational needs and M&A. Last time $ENPH bought back stock was in 4Q21 at an average price of $197. Share price today at $160 while intrinsic value and $ENPH capital allocation strategy: Management only buy back stock when it is"  
[X Link](https://x.com/simpleinvest01/status/1655912003469467648)  2023-05-09T12:26Z 16.5K followers, [----] engagements


"Deep dive into Enphase Energy $ENPH 1Q23 results. Share price of Enphase plunged more than 20% after the results release. I think this presents an attractive risk reward opportunity for investors:"  
[X Link](https://x.com/simpleinvest01/status/1656585601473462272)  2023-05-11T09:02Z 16.6K followers, 54.5K engagements


"Comparison between Enphase Energy $ENPH and SolarEdge $SEDG [--]. Revenue growth [--]. R&D % of revenue [--]. FCF growth and margin [--]. Gross profit operating profit and net profit margins [--]. Returns on Invested Capital Sharing this comparison sheet as part of my deep dive into $ENPH"  
[X Link](https://x.com/simpleinvest01/status/1656955121203396609)  2023-05-12T09:31Z 16.5K followers, 46.3K engagements


"Deep dive into Meta Platforms $META 1Q23 results: Meta stock is up 150% since its low. But this was largely as a result of its 1607% P/E multiple expansion. Heres why I think share price can still rally due to EPS upside:"  
[X Link](https://x.com/simpleinvest01/status/1657271485428535297)  2023-05-13T06:28Z 16.5K followers, 20.4K engagements


"@valuereport_tom @wolfofharcourt @dissectmarkets @Stock_Opine @Investacus @eWhispers Busy week ahead will be watching for these: $BABA $FREY $NU $NVTS $SE $BIDU $INVZ $GRAB $GLOB"  
[X Link](https://x.com/simpleinvest01/status/1657700608470843392)  2023-05-14T10:53Z 16.5K followers, [---] engagements


"Busy earnings week ahead so youll definitely see some threads 🧵 being created for the following stocks after I have reviewed their earnings: $BABA $FREY $NU $NVTS $SE $BIDU $INVZ $GRAB $GLOB"  
[X Link](https://x.com/simpleinvest01/status/1657700858149371904)  2023-05-14T10:54Z 18.3K followers, [----] engagements


"3. Improvement in gross margins a. $PLUG is internally producing green hydrogen which is expected to be a third of the costs of third-party vendors. b. Normalization of natural gas prices"  
[X Link](https://x.com/simpleinvest01/status/1658010555351961600)  2023-05-15T07:24Z 16.6K followers, [---] engagements


"3. Improvement in gross margins c. $PLUG should see margins improve due to improvements in manufacturing and increasing scale. d. At least $1 billion in sales coming in for the rest of [----] 90% of which with margins between 15% to 20% (equipment sales)"  
[X Link](https://x.com/simpleinvest01/status/1658010557033910272)  2023-05-15T07:24Z 16.5K followers, [---] engagements


"4. Guidance $PLUG provided no change in its base guidance for [----] and [----]. It maintained its revenue guidance of $1.4 billion in [----] and also introduced a low case guidance of $1.2 billion"  
[X Link](https://x.com/simpleinvest01/status/1658010558749347841)  2023-05-15T07:24Z 16.6K followers, [---] engagements


"5. Overblown fears on liquidity Some options that $PLUG is looking at to finance its growth includes: - DOE loan program - Strategic project investment partners and - Asset-backed loan facilities from major banks"  
[X Link](https://x.com/simpleinvest01/status/1658010565963558914)  2023-05-15T07:24Z 16.6K followers, [---] engagements


"5. Overblown fears on liquidity - The management team will select the most flexible and least dilutive option - I expect that $PLUG will announce the source of funding in the second half of the year"  
[X Link](https://x.com/simpleinvest01/status/1658010569893625857)  2023-05-15T07:24Z 16.6K followers, [---] engagements


"6. [----] roadmap - In [----] $PLUG is targeting that its gigafactory reaches full capacity of [---] MW per month of electrolyzer stacks - Commission and construct an additional [---] to [---] TPD of hydrogen plants to reach [---] TPD of green hydrogen production by the end of 2023"  
[X Link](https://x.com/simpleinvest01/status/1658010571831386112)  2023-05-15T07:24Z 16.6K followers, [---] engagements


"6. [----] roadmap - $PLUG stationary power manufacturing line will start production at its Vista facility and it will bring about the first commercial deliveries from the facility. - In [----] it is targeting more than [--] material handling sites and adding new pedestal customers"  
[X Link](https://x.com/simpleinvest01/status/1658010573723013120)  2023-05-15T07:24Z 16.6K followers, [---] engagements


"6. [----] roadmap - In [----] $PLUG will continue its sales traction and growth in backlog of its liquefier and cryogenic businesses. - Targeting electrolyzer backlog growth with the potential to win large scale project mandates globally"  
[X Link](https://x.com/simpleinvest01/status/1658010575467864064)  2023-05-15T07:25Z 16.5K followers, [---] engagements


"7. Valuation Plug Power is trading at 1.7x 2024F EV/Sales and 16.6x 2024F EV/EBITDA. I do think that the risk reward skew for Plug Power has turned very constructive at these levels. Ultimately the $PLUG story is all about execution from here"  
[X Link](https://x.com/simpleinvest01/status/1658010577372053504)  2023-05-15T07:25Z 16.6K followers, [---] engagements


"Im doing a deep dive into LiDAR companies. For those invested in LiDAR: Innoviz $INVZ or Luminar $LAZR Innoviz has the larger order book but Luminar has the larger market cap so this one is interesting"  
[X Link](https://x.com/simpleinvest01/status/1659358043648434176)  2023-05-19T00:39Z 13.2K followers, [----] engagements


"Sharing this chart comparing NVIDIA $NVDA EV/Sales today (white) compared to Amazon' $AMZN EV/Sales in [----] (blue):"  
[X Link](https://x.com/simpleinvest01/status/1659742382156574722)  2023-05-20T02:06Z 12.9K followers, [--] engagements


"Amazon wasn't profitable until much later but EV/EBITDA tells a similar story: NVIDIA $NVDA in white and Amazon $AMZN in blue"  
[X Link](https://x.com/simpleinvest01/status/1659743777664401409)  2023-05-20T02:12Z 11.9K followers, [--] engagements


"I would add that I am not negative on $NVDA as a company but this is a case of a good company at a not so good price"  
[X Link](https://x.com/simpleinvest01/status/1659747029705445377)  2023-05-20T02:25Z 16.6K followers, [---] engagements


"3 charts from Outperforming the Market that show how undervalued Alibaba $BABA is today: [--]. SOTP valuation - SOTP valuation of $141 per share implies 68% upside. - Conservative multiples used to match current environment. - Ant valuation discounted from $64b to $50b"  
[X Link](https://x.com/simpleinvest01/status/1660560398234554368)  2023-05-22T08:17Z 17.9K followers, 81.7K engagements


"Palo Alto $PANW - The company highlighted that as customers are increasingly cautious on spending these customers are consolidating their cybersecurity needs with a few platforms. - Larger platform transactions at $PANW is very strong at +136% Y/Y for accounts $10 million"  
[X Link](https://x.com/simpleinvest01/status/1661272328007823360)  2023-05-24T07:26Z 15.2K followers, [----] engagements


"At the same time the average LTV for the top [---] customers of Palo Alto $PANW continue to grow at a 30% 3-year CAGR"  
[X Link](https://x.com/simpleinvest01/status/1661272716240994304)  2023-05-24T07:27Z 12.9K followers, [--] engagements


"This chart on Palo Alto $PANW Operating Margins just show how well they have executed in FY2023. The company accelerated on its execution of profitable growth far exceeding the top end of its [----] analyst day operating margin targets"  
[X Link](https://x.com/simpleinvest01/status/1661273697829699588)  2023-05-24T07:31Z 12.9K followers, [--] engagements


"$NVDA up 25% and $SNOW down 12% after earnings report. Looking into them right now 👀"  
[X Link](https://x.com/simpleinvest01/status/1661516788348379136)  2023-05-24T23:37Z 12.9K followers, [--] engagements


"NVIDIA $NVDA guided $11 billion in sales for the July quarter 57% higher than the $7.2 billion that Wall Street was expecting. NVIDIA is really benefitting from the increasing demand for AI chips. This is likely driving the 25% price movement in $NVDA after hours"  
[X Link](https://x.com/simpleinvest01/status/1661547163682476032)  2023-05-25T01:38Z 12.9K followers, [--] engagements


"Nvidia $NVDA is actually less expensive now after its earnings report. Even after the 25% pop after its print. Here's why: - 18% EPS beat in April quarter - 90% implies EPS beat in July quarter - Sell-side analyst EPS gone up +80% - FY24 P/E down from 73x to 51x"  
[X Link](https://x.com/simpleinvest01/status/1661630613219340289)  2023-05-25T07:09Z 14.8K followers, 23.1K engagements


"Not saying that $NVDA is not expensive just thought this perspective is quite interesting"  
[X Link](https://x.com/simpleinvest01/status/1661635919991177218)  2023-05-25T07:30Z 16.5K followers, [----] engagements


"A very well done deep dive by @Stock_Opine on $CARR $CARR deep dive is out. Carrier is a leading HVAC/R manufacturer positioned to capitalize on the electrification and renewable energy trends. - Legislation development tailwinds to the industry. - Acquisition of Viessmann will strengthen EU position & renewable offerings. https://t.co/uwnb3n0WTG $CARR deep dive is out. Carrier is a leading HVAC/R manufacturer positioned to capitalize on the electrification and renewable energy trends. - Legislation development tailwinds to the industry. - Acquisition of Viessmann will strengthen EU position"  
[X Link](https://x.com/simpleinvest01/status/1661888825352925186)  2023-05-26T00:15Z 15.3K followers, [----] engagements


"Going slightly deeper into the NVIDA $NVDA next quarter guidance of $11b: - Driven by steep increase in generative AI and LLMs - This increase in demand has extended $NVDA data center visibility for the next few quarters. Tells me the higher EPS is sticky and not hype at all"  
[X Link](https://x.com/simpleinvest01/status/1661915299069960192)  2023-05-26T02:00Z 12.9K followers, [--] engagements


"I just published my analysis into NVIDIA $NVDA (Link below) Some high level thoughts: [--]. At 54x FY24 P/E I would not be a buyer at the moment as the near-term opportunities have been priced in. At the same time I would not be a seller given the LT opportunities"  
[X Link](https://x.com/simpleinvest01/status/1662027038168080389)  2023-05-26T09:24Z 12.9K followers, [--] engagements


"2. I am positive about the opportunity for $NVDA because: C) Visible demand for data center beyond next quarter and into the next few quarters and sufficient supply to meet this demand"  
[X Link](https://x.com/simpleinvest01/status/1662027042215596033)  2023-05-26T09:25Z 12.9K followers, [--] engagements


"There is the S&P [---] equal weighted Index: -0.23% YTD Then there is S&P [---] Index $SPY: +10% YTD Then there is the QQQ $QQQ: +32% YTD And then there is NVIDIA $NVDA: +172% YTD What a market to be in"  
[X Link](https://x.com/anyuser/status/1662287259624947712)  2023-05-27T02:39Z [--] followers, [--] engagements


"A member of Outperforming the Market told me that I managed to time the bottom for $NVDA I never ever try to time the bottom but NVIDIA was trading at 20x FY24 P/E then Did I know about generative AI then Nope nobody did 😂 $NVDA is +220% since the article & $SPY is +15% 🤯"  
[X Link](https://x.com/simpleinvest01/status/1662981613750489088)  2023-05-29T00:38Z 12.9K followers, [--] engagements


"Weekly newsletter [--]. $NVDA - Earnings [--]. $INDI - Earnings [--]. $BE - Earnings & upgrade [--]. $BABA - Earnings [--]. $UPST - Funding [--]. $ADYEY - Upgrades [--]. $ENPH - New product [--]. $ENVX - Conference [--]. PCE data yield inversion Fedspeak & minutes Link:"  
[X Link](https://x.com/simpleinvest01/status/1663110178139705344)  2023-05-29T09:09Z 12.9K followers, [--] engagements


"I was asked this question on Outperforming the Market given I cover $NVDA & suppliers like $SMCI: [--]. $NVDA suppliers like $SMCI are supply constrained. [--]. The industry for suppliers is highly competitive (many suppliers) [--]. $NVDA is the pioneer & has the dominant position in"  
[X Link](https://x.com/simpleinvest01/status/1663513602236764161)  2023-05-30T11:52Z 12.9K followers, [--] engagements


"I was asked this question on Outperforming the Market given I cover $NVDA & suppliers like $SMCI: [--]. $NVDA suppliers like $SMCI are supply constrained. [--]. The industry for suppliers is highly competitive (many suppliers) [--]. $NVDA is the pioneer & has the dominant position in"  
[X Link](https://x.com/simpleinvest01/status/1663513647933710336)  2023-05-30T11:52Z 12.9K followers, [--] engagements


"Enovix fans congregating in Outperforming the Market 😊 Been covering every earnings analysis and news flow for $ENVX in the service as well as a comprehensive deep dive into the company. Next update will be the final agreement with YBS and Gen2 in August"  
[X Link](https://x.com/simpleinvest01/status/1664076113176563714)  2023-06-01T01:07Z 15.4K followers, [----] engagements


"$CRWD is just amazing: "8 out of [--] times when an enterprise customer tests they choose CrowdStrike over Microsoft and our win rates across all competitors remained strong in the quarter.""  
[X Link](https://x.com/simpleinvest01/status/1664117283021799432)  2023-06-01T03:50Z 15.4K followers, 27.3K engagements


"$CRWD generative AI advantage - LLMs to become commoditized over time but the data they are trained on will not. - $CRWD has a sustainable data advantage as a result of its petrabytes of existing data and trillions more daily"  
[X Link](https://x.com/simpleinvest01/status/1664131617873629191)  2023-06-01T04:47Z 16.6K followers, [----] engagements


"$CRWD catapulted to a leader position in the Forrester Wave for managed detection and response. $CRWD maintained number-one market share position for the second consecutive year based on Gartner's managed security service report"  
[X Link](https://x.com/simpleinvest01/status/1664191557950636033)  2023-06-01T08:46Z 16.5K followers, [----] engagements


"As the cybersecurity industry continues to consolidate $CRWD is the key beneficiary: "On average enterprise customers can realize over 200% ROI with Falcon with ROI results like this it's no surprise companies turn to CrowdStrike.""  
[X Link](https://x.com/simpleinvest01/status/1664193445173563395)  2023-06-01T08:53Z 16.6K followers, [---] engagements


"$CRWD Charlotte AI: A new generative AI security analyst Charlotte AI is meant to help customers improve security outcomes lower costs and yield faster results. Works with OverWatch Falcon Complete & Intel teams"  
[X Link](https://x.com/simpleinvest01/status/1664200247583842305)  2023-06-01T09:20Z 11.6K followers, [--] engagements


"Closing off with $CRWD CEO George Kurtz [--] key points: [--]. Clear data advantage built over the past [--] years [--]. Introduction of Charlotte AI [--]. Consolidation of the security stack [--]. Robust business model capable of generating rapid growth at scale earnings and durable FCF"  
[X Link](https://x.com/simpleinvest01/status/1664241893809737731)  2023-06-01T12:06Z 12.9K followers, [--] engagements


"I went deep into $CRWD earnings and published a report in Outperforming the Market. Link: https://seekingalpha.com/mp/1422-outperforming-the-market/articles/5885143-crowdstrike-an-opportunity-to-strike https://seekingalpha.com/mp/1422-outperforming-the-market/articles/5885143-crowdstrike-an-opportunity-to-strike"  
[X Link](https://x.com/simpleinvest01/status/1664258983992135682)  2023-06-01T13:13Z 16.6K followers, [---] engagements


"Newest free @SeekingAlpha article on Enovix $ENVX is out. Some topics covered: - Competitive advantage - Value proposition - Operational progress & what to watch for - EV strategy Link: https://seekingalpha.com/article/4609385-enovix-battery-of-future-looking-more-promising https://seekingalpha.com/article/4609385-enovix-battery-of-future-looking-more-promising"  
[X Link](https://x.com/simpleinvest01/status/1665704309751791617)  2023-06-05T12:57Z 15.6K followers, 10.4K engagements


"My latest free $ENVX article is trending on @SeekingAlpha. Thank you everyone Link: https://seekingalpha.com/article/4609385-enovix-battery-of-future-looking-more-promising https://seekingalpha.com/article/4609385-enovix-battery-of-future-looking-more-promising"  
[X Link](https://x.com/simpleinvest01/status/1665900367882911744)  2023-06-06T01:56Z 15.5K followers, [----] engagements


"This valuation gap between SentinelOne $S and CrowdStrike $CRWD seems somewhat irrational. Here's why:"  
[X Link](https://x.com/simpleinvest01/status/1666361845593313282)  2023-06-07T08:29Z 15.4K followers, 43.4K engagements


"I get asked often: Will TSMC benefit from Nvidias surge in AI related revenues The answer lies in this picture. Yes $NVDA GPUs CPUs Grace Hopper superchips and other chips are produced by $TSM. Also Nvidia said they intend to continue to use TSMC in the future despite geopolitical tensions and supply chain risks. However given $NVDA revenues make up only 6% of revenues due to its highly diversified customer base the upside from the surge in AI related revenues of $NVDA is somewhat muted. That said given Nvidias rapid growth I expect it to make up a growing percentage of TSMCs total revenues"  
[X Link](https://x.com/simpleinvest01/status/1666612759541473280)  2023-06-08T01:07Z 15.1K followers, 166K engagements


"I cover $NVDA and $TSM extensively in Outperforming the Market. Members get exclusive access to: - High conviction stocks in The Barbell Portfolio - Multiple weekly deep dives - Timely earnings analyses - Personalized service Free trial link: https://seekingalpha.com/mp/1422-outperforming-the-market/articles https://seekingalpha.com/mp/1422-outperforming-the-market/articles"  
[X Link](https://x.com/simpleinvest01/status/1666744238233767938)  2023-06-08T09:49Z 16.6K followers, [----] engagements


"How ad budgets have changed over the past [--] years: Includes: TikTok $META $GOOG Twitter $SNAP $PINS and $AMZN"  
[X Link](https://x.com/simpleinvest01/status/1667053608549113856)  2023-06-09T06:18Z 17.6K followers, [----] engagements


"Comparison tables between Snowflake $SNOW and its competitors: - Amazon Redshift - Databricks - Google Cloud BigQuery - Microsoft Azure data warehouse - Teradata [--]. Snowflake vs $AMZN Redshift"  
[X Link](https://x.com/simpleinvest01/status/1668511095148134405)  2023-06-13T06:50Z 18.5K followers, 14.9K engagements


"2. Snowflake vs Databricks"  
[X Link](https://x.com/simpleinvest01/status/1668511096934895620)  2023-06-13T06:50Z 18.5K followers, [----] engagements


"3. Snowflake vs $GOOG Cloud BigQuery"  
[X Link](https://x.com/simpleinvest01/status/1668511098675560448)  2023-06-13T06:50Z 12.9K followers, [--] engagements


"4. Snowflake vs $MSFT Azure data warehouse (along with $AMZN and $GOOG)"  
[X Link](https://x.com/simpleinvest01/status/1668511100361650183)  2023-06-13T06:50Z 12.9K followers, [--] engagements


"It's great to end the day with random compliments from members of Outperforming the Market about the service and research. It's a long-term strategy but I am sure this high-conviction barbell portfolio built on deep fundamental research will outperform in the long run"  
[X Link](https://x.com/simpleinvest01/status/1668804700077170688)  2023-06-14T02:17Z 16.8K followers, [----] engagements


"There are reports that TSMC $TSM utilisation for its [--] capacities reached 70% to 80% up from the mid-50% earlier. This is due to the strong AI-related orders from Nvidia $NVDA TSMC currently running an output between 90k to 100k 5nm wafers a month vs current capacity of 130k 5nm wafers a month. I get asked often: Will TSMC benefit from Nvidias surge in AI related revenues The answer lies in this picture. Yes $NVDA GPUs CPUs Grace Hopper superchips and other chips are produced by $TSM. Also Nvidia said they intend to continue to use TSMC in the future despite https://t.co/UgVdO6FuOW I get"  
[X Link](https://x.com/simpleinvest01/status/1669633071371665410)  2023-06-16T09:08Z 15.1K followers, 45.8K engagements


"@BigBullCap Lets go $AMZN"  
[X Link](https://x.com/simpleinvest01/status/1669684546441461762)  2023-06-16T12:33Z 12.9K followers, [--] engagements


"I remember a time in Dec [----] when the fear in $AMZN AWS growth deceleration was at its peak. However in my opinion that was one of the best opportunities to buy $AMZN when even the once infallible AWS was discounted and fear was in the price. Great thread about AWS 👇🏻"  
[X Link](https://x.com/simpleinvest01/status/1670074919932264448)  2023-06-17T14:24Z 16.6K followers, [---] engagements


"$NKE will be reporting on 29th June. Some competitor read-throughs from $LULU $CROX $UAA $SKX. While I don't believe Nike's brand momentum is as hot as Hoka or $ONON it is likely outperforming Adidas Vans and Under Armour. $NKE P/E range also shown here"  
[X Link](https://x.com/simpleinvest01/status/1671101505800388610)  2023-06-20T10:23Z 15.2K followers, [----] engagements


"@InvestWithBTM $DECK it is 😊"  
[X Link](https://x.com/simpleinvest01/status/1671105533498261511)  2023-06-20T10:43Z 12.9K followers, [--] engagements


"Should you sell $META after its 213% rally from its lows I recently shared on Outperforming the Market that I will be maintaining our $META position to enjoy the full upside potential of the stock. Here's why: While $META has rallied significantly from 6x P/E at its lows to"  
[X Link](https://x.com/simpleinvest01/status/1671431262421266433)  2023-06-21T08:28Z 12K followers, 14.6K engagements


"For those who are interested here's the link to $META article recently published:"  
[X Link](https://x.com/simpleinvest01/status/1671446320102653952)  2023-06-21T09:16Z 11.6K followers, [---] engagements


"Helping out a relatively new account here: If you are interested in deep dives and the like youll like the content that @TheInsightVault offers. Heres one of the deep dives on $COST:"  
[X Link](https://x.com/simpleinvest01/status/1671755251811229696)  2023-06-22T05:44Z 12.9K followers, [---] engagements


"I get asked this question often: Can AWS compete meaningfully against Azure and GCP on the generative AI opportunity I believe the answer to that is yes. Here's why: $MSFT and $GOOG's available models are often seen as superior to that of AWS and $AMZN is coming from"  
[X Link](https://x.com/simpleinvest01/status/1671791372800782337)  2023-06-22T08:05Z 12.9K followers, 46.1K engagements


"Global cloud market share over last [--] years: $AMZN: Holding on to #1 $MSFT: Catching up to #1 $GOOG: Slow and steady Others: Help Any thoughts on how it will look like in another [--] years"  
[X Link](https://x.com/simpleinvest01/status/1672205360340541440)  2023-06-23T11:30Z 11.7K followers, [----] engagements


"@ftr_investors @7LukeHallard @AITechInvesting @BlueHarbinger @StockBookworm @StockMarketNerd @drowsyinvestor @FromValue @BluSuitDillon Ultimately growth at crazy valuations will just lead to poor future returns so the other half of the equation is also important. Im surprised $NVDA is towards the end of the list 😂"  
[X Link](https://x.com/simpleinvest01/status/1672911399033643013)  2023-06-25T10:15Z 12.4K followers, [--] engagements


"Who will be the winner amongst the [--] cloud giants (AWS Microsoft Azure and Google Cloud Platform) To find out we need to know the differences between each of them. $AMZN $MSFT $GOOG A thread🧵"  
[X Link](https://x.com/simpleinvest01/status/1673154399399714816)  2023-06-26T02:24Z 12.9K followers, 122.3K engagements


"$AMZN AWS Drawbacks: [--]. Complex pricing model difficult for some users to understand the costs. [--]. The steep learning curve for some users especially those not familiar with AWS services and tools [--]. Limited customization options compared to some other cloud providers"  
[X Link](https://x.com/simpleinvest01/status/1673154404671975424)  2023-06-26T02:24Z 12.4K followers, [----] engagements


"$MSFT Azure Positives: [--]. Strong focus on enterprise customers and integration with Microsoft products [--]. Robust security and compliance offerings [--]. Strong hybrid cloud capabilities [--]. Wide range of services and tools for application development and deployment"  
[X Link](https://x.com/simpleinvest01/status/1673154407188553728)  2023-06-26T02:21Z 16.6K followers, [----] engagements


"$MSFT Azure Drawbacks: [--]. Steep learning curve for some users especially those not familiar with Microsoft tools [--]. Higher costs compared to some other cloud providers [--]. Limited flexibility in terms of services and tools offered"  
[X Link](https://x.com/simpleinvest01/status/1673154409902260224)  2023-06-26T02:24Z 12.9K followers, [----] engagements


"$GOOG GCP Positives: [--]. Advanced machine learning and data analytics offerings [--]. Strong focus on innovation and new technologies [--]. Strong network infrastructure [--]. Comprehensive security and privacy features"  
[X Link](https://x.com/simpleinvest01/status/1673154412473372673)  2023-06-26T02:45Z 12K followers, [----] engagements


"$GOOG GCP Drawbacks: [--]. Limited market share compared to other cloud providers [--]. Little experience in serving enterprise customers [--]. Steep learning curve for some users especially those not familiar with Google Cloud tools [--]. Can be more expensive for some users"  
[X Link](https://x.com/simpleinvest01/status/1673154414864117767)  2023-06-26T02:45Z 12.9K followers, [----] engagements


"$MSFT Azure services list"  
[X Link](https://x.com/simpleinvest01/status/1673154420551344130)  2023-06-26T02:21Z 12.9K followers, [--] engagements


"$GOOG GCP services list"  
[X Link](https://x.com/simpleinvest01/status/1673154423886082048)  2023-06-26T02:21Z 11.7K followers, [----] engagements


"Notable clients of [--] cloud giants: $AMZN AWS: [--]. $NFLX [--]. $ABNB [--]. $SPOT [--]. $META [--]. $EXPE $MSFT Azure: [--]. $KO [--]. $AAPL [--]. $SBUX [--]. $HPQ [--]. NBA $GOOG: GCP: [--]. $PG [--]. $VZ [--]. $UBER (partial) [--]. $TSLA (partial) [--]. $PYPL (partial)"  
[X Link](https://x.com/simpleinvest01/status/1673154427115700226)  2023-06-26T02:21Z 12.9K followers, [----] engagements


"New free article on @SeekingAlpha on Amazon. In this latest $AMZN article I weigh the short-term headwinds against the long-term generative AI opportunity. Link:"  
[X Link](https://x.com/simpleinvest01/status/1673561896912564225)  2023-06-27T05:20Z 12.9K followers, [----] engagements


"UBS downgrading $GOOG $GOOGL to neutral due to: [--]. It's difficult to see upside to their own current high-single-digit Sites growth estimates and consensus calls for acceleration to 11% ex-FX in [----] (vs. UBSe +9%) [--]. UBS sees medium-term revenue risk from new search (SGE)"  
[X Link](https://x.com/anyuser/status/1673889935299084288)  2023-06-28T03:14Z [--] followers, [----] engagements


"If $ENVX surges +25% on US army order imagine how much it would surge on an $AAPL or Samsung order More on that in the Enovix deep dive. Link: https://seekingalpha.com/mp/1422-outperforming-the-market/articles/5828236-stock-idea-4-enovix-a-deep-dive-part-1 https://seekingalpha.com/mp/1422-outperforming-the-market/articles/5828236-stock-idea-4-enovix-a-deep-dive-part-1"  
[X Link](https://x.com/simpleinvest01/status/1674026280277393409)  2023-06-28T12:05Z 15.6K followers, 24.2K engagements


"5. Avoid herd mentality Do you buy a stock when others are buying it This is called the herd mentality. Many investors hop on the bandwagon as prices rise. But when prices fall they panic and sell. Avoid just blindly following the herd & make your own independent decision"  
[X Link](https://x.com/simpleinvest01/status/1674709149433868295)  2023-06-30T09:19Z 11.6K followers, [---] engagements


"6. Rational minds win the game At the end of the day the best investors are able to approach investing rationally. Be aware of the psychological biases that may affect you. Have systems in place to ensure you make sound & rational decisions"  
[X Link](https://x.com/simpleinvest01/status/1674709151325515777)  2023-06-30T09:19Z 11.6K followers, [---] engagements


"Snowflake $SNOW deep dive research has just been published for members of Outperforming the Market. Deep dive includes: - Introduction to data warehousing data lakes (For beginners) - Market opportunity - Competitive advantage - Competitor analysis (Databricks $AMZN Redshift etc) - Valuation - Risks Enjoy Link:"  
[X Link](https://x.com/simpleinvest01/status/1677243626504736770)  2023-07-07T09:10Z 11.5K followers, [----] engagements


"Price performance after post-report and current NTM trading multiples. $ZS $DDOG $PANW $NET $CRWD $S Source: Citi"  
[X Link](https://x.com/simpleinvest01/status/1677513747173380097)  2023-07-08T03:03Z 15.6K followers, [----] engagements


"Post-result commentary on $CRWD:"  
[X Link](https://x.com/simpleinvest01/status/1677513984067641344)  2023-07-08T03:04Z 15.4K followers, [----] engagements


"Post-result commentary on $DDOG:"  
[X Link](https://x.com/simpleinvest01/status/1677514497114906624)  2023-07-08T03:06Z 15.6K followers, [----] engagements


"1. ARR adjustment. - Reason for the ARR adjustment mainly due to consumption and CRM error. - Multiple 3rd parties investigated the issue to ensure no further loopholes. - With that the issue has been fully fixed and "will never happen again" according to $S management"  
[X Link](https://x.com/simpleinvest01/status/1678654935066611712)  2023-07-11T06:42Z 12.9K followers, [----] engagements


"2. What's in the guidance - $S increased conservatism into guidance - Embeds lower pipeline conversion higher probability of deferrals smaller deal sizes. - Macro headwinds affecting budgets deal sizes and sales cycles"  
[X Link](https://x.com/simpleinvest01/status/1678654937587396609)  2023-07-11T06:42Z 12.9K followers, [----] engagements


"Enphase Energy $ENPH The company has started shipping IQ Batteries to customers in Spain and Portugal. This adds to the products expanded availability across the European market including recent launches in France the Netherlands and Switzerland"  
[X Link](https://x.com/simpleinvest01/status/1679684138528542720)  2023-07-14T02:48Z 12.9K followers, [--] engagements


"Here's all you need to know about the Charles Schwab $SCHW 2Q23 quarter:"  
[X Link](https://x.com/simpleinvest01/status/1681291284697481216)  2023-07-18T13:14Z 12.9K followers, [--] engagements


"TSMC $TSM revenue mix by technology as of 2Q23"  
[X Link](https://x.com/simpleinvest01/status/1682304893296717826)  2023-07-21T08:21Z 15.2K followers, [----] engagements


"Netflix $NFLX Streaming market share today"  
[X Link](https://x.com/simpleinvest01/status/1683371839471620098)  2023-07-24T07:37Z 12.9K followers, [----] engagements


"$TSLA continues to take $NVDA hardware as fast as Nvidia will deliver it to Tesla. The fact is Tesla needs more than what $NVDA can provide today hence the need for Dojo. Its just amazing this huge demand we are seeing for $NVDA across customers"  
[X Link](https://x.com/simpleinvest01/status/1684007377518096386)  2023-07-26T01:07Z 12K followers, [--] engagements


"3. @elonmusk just don't know how anyone could do what $TSLA is doing with autonomy/FSD. - Even if they have the software and computing resources they just do not have the training data"  
[X Link](https://x.com/simpleinvest01/status/1684125742886682624)  2023-07-29T20:47Z 12.9K followers, [--] engagements


"4. Tesla's Dojo supercomputer is designed to significantly reduce the cost neural net training. - Dojo is optimized for video training. - Expect to use both NVIDIA and Dojo and $TSLA will continue to take NVIDIA hardware as fast as NVIDIA will deliver it to them"  
[X Link](https://x.com/simpleinvest01/status/1684125745449435136)  2023-08-03T03:50Z 11.5K followers, [---] engagements


"Enovixs 2Q23 quarter exceeded expectations. Here are [--] key points from the $ENVX 2Q23 quarter: [--]. @rajtalluri made his first trip to Asia as CEO and shared that Enovix has established engagements for smartphones with leading OEMs Xiaomi Vivo and Lenovo"  
[X Link](https://x.com/simpleinvest01/status/1684366205367508994)  2023-07-27T00:52Z 15.6K followers, 59K engagements


"11. In 2Q23 $ENPH repurchased [----] million shares at an average price of $159.43 fully utilizing its $500 million share repurchase authorization. As a result the board has authorized a new share repurchase program for another $1 billion"  
[X Link](https://x.com/simpleinvest01/status/1684858727722295296)  2023-07-28T09:29Z 12.9K followers, [--] engagements


"12. Thoughts: $ENPH has seen [--] very strong years of growth and now we are experiencing somewhat of a correction in the US solar market. High interest rate environment hurting $ENPH in the US as the company faces a broad-based correction"  
[X Link](https://x.com/simpleinvest01/status/1684858729878212608)  2023-07-28T09:29Z 12.9K followers, [--] engagements


"CrowdStrike buying for $200 million to $300 million shows the best-of-breed of cybersecurity continues to consolidate the industry. With $227 million in free cash flows in 1Q24 which is growing 44% YoY $CRWD is able to acquire when others can't"  
[X Link](https://x.com/simpleinvest01/status/1685191056978292736)  2023-07-29T07:30Z 12.9K followers, [----] engagements


"When $META was at $90 nobody wanted to touch the company. Now that $META is at $325 everybody wants a piece of the company. My job is simple: Tune out the noise and help my investors identify these highly positively skewed risk reward opportunities"  
[X Link](https://x.com/simpleinvest01/status/1685623746986733568)  2023-07-30T12:09Z 12.9K followers, 209.9K engagements


"Im a bit confused by the [---] new followers over the past few hours so where did you all come from"  
[X Link](https://x.com/simpleinvest01/status/1685673822408847361)  2023-07-30T16:59Z 12.9K followers, 13.3K engagements


"I listened in to many tech earnings calls the past week and these are some of the commentaries that are related to $NVDA and the AI opportunity. Includes commentaries from $MSFT $TSMC $GOOG $GOOGL $META and $TSLA Ill be adding more commentaries as more companies report"  
[X Link](https://x.com/simpleinvest01/status/1685987900058673153)  2023-07-31T12:16Z 12.9K followers, [----] engagements


"Weekly newsletter published in Outperforming the Market (Link in bio) [--]. $TSLA earnings review [--]. $NFLX earnings review [--]. $TSMC earnings review [--]. $ENPH earnings review [--]. $ENVX earnings review & valuation update [--]. $MBLY deep dive & earnings review [--]. Buy alert 8"  
[X Link](https://x.com/simpleinvest01/status/1686178012843409408)  2023-08-01T03:01Z 11.5K followers, [----] engagements


"Ive just reviewed $AMD results: $AMD will be a beneficiary of this AI wave with its Instinct MI300X GPUs which is meant to rival $NVDA. However the story for $AMD has several moving parts (data center gaming client embedded segment) with varying market dynamics"  
[X Link](https://x.com/simpleinvest01/status/1686683475070652416)  2023-08-02T10:36Z 12.9K followers, 14.9K engagements


"$NVDA trading at 42x NTM P/E & +225% YTD $TSM trading at 15x NTM P/E & +33% YTD Why $NVDA data center sales is expected to 2x next Q & 60% of total sales today. $TSM AI-related sales is growing at 50% CAGR but only 6% of total sales today. Understanding a business is key"  
[X Link](https://x.com/simpleinvest01/status/1686702131657723904)  2023-08-02T11:35Z 15.2K followers, 12.2K engagements


"Apple $AAPL reporting today. At 30x [----] P/E unless theres a strong raise in guidance or a strong positive surprise the odds dont look too good in my view"  
[X Link](https://x.com/simpleinvest01/status/1687011907616874496)  2023-08-03T08:13Z 12.9K followers, [----] engagements


"I was told by a member that I managed to time the bottom for $AMD. I actually didn't realize I was that close to the bottom when I made the call on Oct [--]. My process to identify/enter contrarian positions is simple and largely based on valuation sentiment and fundamentals"  
[X Link](https://x.com/simpleinvest01/status/1687054221794033664)  2023-08-03T10:54Z 12.9K followers, [----] engagements


"Opinion: Googles best days are over. These [--] charts tell the story: - Google advertising makes up 80% of revenues and growth is slowing. (Charts [--] & 2) - YouTube revenue growth has slowed dramatically while active users are stagnating (Charts [--] & 4) - With Googles 85% market share in Search competition is emerging from multiple fronts be it from TikTok or ChatGPT/Bing. - Ad industry growing at single mid digit growth and Googles share of that is expected to decline as competition intensifies As Googles ads business matures it has more to lose than given its dominant market share and growing"  
[X Link](https://x.com/simpleinvest01/status/1687411651233132549)  2023-08-04T10:34Z 11.9K followers, 65K engagements


"@MoritzMDrews @AITechInvesting Yeah definitely Im by no means writing $GOOG off here. I see the [--] points you mentioned as the upside too but unfortunately in the near-term these are still small compared to the advertising business"  
[X Link](https://x.com/simpleinvest01/status/1687424528249729024)  2023-08-04T11:25Z 12.9K followers, [----] engagements


"These [--] mega-cap stocks make up almost 30% of the S&P [---]. When a $SPX market pullback comes who do you think will save the day $AAPL $NVDA $META $GOOG $TSLA $MSFT $AMZN"  
[X Link](https://x.com/simpleinvest01/status/1687787694297133056)  2023-08-05T11:28Z 12.9K followers, [----] engagements


"Would you always buy a company at 10x P/E Ive been pitched Intel $INTC for the past [--] years by many analysts. Its been trading at 10x P/E for the past [--] years. To be a successful investor valuation is an important metric but you need to be wary of potential value traps"  
[X Link](https://x.com/simpleinvest01/status/1688137896652632064)  2023-08-06T10:40Z 12.9K followers, 30.3K engagements


"6. The top layer of generative AI is the applications running on top of the LLMs. $AMZN built Amazon CodeWhisperer an AI-powered coding companion for this layer. Many teams in Amazon working on building generative AI applications to improve customer experience"  
[X Link](https://x.com/simpleinvest01/status/1688370420867850240)  2023-08-07T02:04Z 12.9K followers, [--] engagements


"7. The core of AI is data and customers want to bring generative AI models to the data not the other way around. Given AWS has the most customers largest data store and broadest array of services AWS is poised to be the long-term partner of choice in generative AI"  
[X Link](https://x.com/simpleinvest01/status/1688370423346708480)  2023-08-07T02:04Z 12K followers, [---] engagements


"Weekly newsletter published in Outperforming the Market (Link in bio) [--]. $AAPL review [--]. $BE review [--]. $QCOM review [--]. $INVZ review [--]. $AMD review [--]. $GOOG $GOOGL review [--]. $META review [--]. Market/company updates"  
[X Link](https://x.com/simpleinvest01/status/1688513791938666496)  2023-08-07T11:33Z 11.9K followers, [--] engagements


"In my early days as an analyst I was in a hugely successful value fund. The fund generated almost 1200% returns or 18% each year over [--] years. My boss the portfolio manager of the fund learnt from the likes of Warren Buffett. Here are [--] important lessons I learnt from him:"  
[X Link](https://x.com/simpleinvest01/status/1688865243152416768)  2023-08-08T10:50Z 12.9K followers, 19.5K engagements


"$DDOG is timely reminder that volatility exists in the market despite the stellar run we have seen. The stock is about flat for the past [--] months. At the same time $DDOG was up +100% during the period"  
[X Link](https://x.com/simpleinvest01/status/1688917897647964162)  2023-08-08T14:19Z 15.1K followers, [----] engagements


"Consistency is very under-rated in the investment world. Luck can help you outperform in the short-term. Being consistent helps you outperform in the long-term. Thats why the most successful fund managers are also the most consistent ones"  
[X Link](https://x.com/simpleinvest01/status/1689245088805974016)  2023-08-09T11:59Z 12.9K followers, [----] engagements


"Deciding whether you want to buy or sell a stock is simple: [--]. Reasonably estimate a companys intrinsic value [--]. Stock price is over/under-valued when it exceeds or is below the intrinsic value. [--]. Buy or sell the under/over-valued stock. Repeat and keep practicing"  
[X Link](https://x.com/simpleinvest01/status/1689591750174932993)  2023-08-10T10:57Z 12.9K followers, 22.9K engagements


"A member of Outperforming the Market requested for a Unity $U deep dive so its been published. The $U deep dive has been quite well received so far so for those who have been wanting to learn more about $U check out the link in my bio. Includes my intrinsic value estimates"  
[X Link](https://x.com/simpleinvest01/status/1690182842846998529)  2023-08-12T02:06Z 12.9K followers, [--] engagements


"The target to reach net zero by [----] is really incredibly hard to achieve. Even with the IRA as a landmark climate bill the chart below just shows: [--]. How far away we are from achieving net zero by [----]. [--]. How small a positive impact the IRA made from the base case relative to the net zero scenario. Opportunities and risks this brings will be enormous"  
[X Link](https://x.com/simpleinvest01/status/1690372614718660609)  2023-08-12T14:40Z 11.6K followers, [----] engagements


"Success is never permanent. The largest [--] stocks in [----] saw their dominance shrink over the last [--] years. $MSFT $CSCO $INTC $GE The largest mega cap tech stocks today may not be at the top [--] years later. $AAPL $MSFT $AMZN $GOOGL $META My job is to look for the next winners"  
[X Link](https://x.com/simpleinvest01/status/1690667194043207680)  2023-08-13T10:10Z 17.2K followers, 44.3K engagements


"Every $1 invested becomes $10 if its a 10-bagger Every $1 invested becomes $100 if its a 100-bagger But both scenarios above can only happen if you save and invest Save and invest every dollar you can 💵 Through compounding it can become a lot You can thank me later 😊"  
[X Link](https://x.com/simpleinvest01/status/1691040256051806209)  2023-08-14T10:53Z 12.9K followers, [----] engagements


"Valuation is very crucial. Coatue Management regarded as a successful investment manager made a huge mistake. It invested heavily in tech in at the peak of the bubble in [----]. It's Growth Fund [--] has a net IRR of -25% and net MOIC of 0.7x Be disciplined about valuation"  
[X Link](https://x.com/simpleinvest01/status/1691083359143813120)  2023-08-14T13:44Z 12.9K followers, [----] engagements


"Long list of funds/investors buying $NVDA this quarter: Third Point Stanley Druckenmiller Point [--] Tiger Global Appaloosa Wellington D. E. Shaw Millennium Exodus Point Viking Global Soros Fund Management Pictet Asset Management Polar Capital Marshall Wace Mariner Hudson Bay"  
[X Link](https://x.com/simpleinvest01/status/1691272659735326720)  2023-08-15T02:16Z 11.5K followers, 11.7K engagements


"Stock prices change over night. But fundamentals take a longer time to change"  
[X Link](https://x.com/simpleinvest01/status/1691623080031031683)  2023-08-16T01:29Z 12K followers, [----] engagements


"$SE is so misunderstood. The markets short-term focus creates excellent opportunities for long-term investors. I know $SE and its management well enough to know this is a high quality company. I see a market leader investing in the long term beaten down by the market"  
[X Link](https://x.com/simpleinvest01/status/1692096769843474514)  2023-08-17T08:51Z 12.9K followers, 40.2K engagements


"I never thought I would say this. But Adyen $ADYEY is on sale. Huge overreaction to a management focused on the long-term. Very attractive business model. Anyone grabbed Adyen shares I did. (Shared with members of OTM earlier)"  
[X Link](https://x.com/simpleinvest01/status/1692452098640879884)  2023-08-18T08:23Z 12.9K followers, 38.7K engagements


"@Invesquotes Always loved $ADYEY and this brings an excellent opportunity in my view 😊 Appreciate this"  
[X Link](https://x.com/simpleinvest01/status/1692452723625803961)  2023-08-18T08:25Z 12.9K followers, [---] engagements


"Ive been travelling this week but market sentiment has changed drastically in this [--] week. We have been in the optimism/euphoria phase for too long. Now that we are here I think its healthier for the market. Reminder: Fundamentals dont change when sentiment changes"  
[X Link](https://x.com/simpleinvest01/status/1692723860142264578)  2023-08-19T02:23Z 12.9K followers, [----] engagements


"Adyen $ADYEN is now trading at the same price on Feb [----]. Processed volume grew 3x from [---] bn in FY19 to [---] bn in FY22. Net revenue grew 2.6x from [---] mn in FY19 to [---] bn to in FY22. EBITDA grew 2.6x from [---] mn in FY19 to [---] mn in FY22. Thoughts"  
[X Link](https://x.com/simpleinvest01/status/1693194914090377263)  2023-08-20T09:35Z 12.9K followers, 65.4K engagements


"@ftr_investors Great list my friend. Particularly like $SE $ADYEY $ENPH amongst the others in there 😊"  
[X Link](https://x.com/simpleinvest01/status/1693201360253247773)  2023-08-20T10:00Z 12.9K followers, [----] engagements


"@agrawalmohit12 EBITDA margin is within the managements control in my view matter of controlling investments in personnel. Thoughts on growth re-acceleration"  
[X Link](https://x.com/simpleinvest01/status/1693206826773627063)  2023-08-20T10:22Z 12.9K followers, [----] engagements


"If anything I think this would be a take private deal. As a private company $S can better change its strategy and address its competitive issues against $CRWD $MSFT. Key thing here is whether $S gets a premium in the take private deal or not"  
[X Link](https://x.com/simpleinvest01/status/1693791521957630341)  2023-08-22T01:05Z 11.5K followers, [----] engagements


"Is the valuation of $60 to $70 billion that $ARM is seeking in its IPO reasonable $ARM generated $2.7 billion in revenue and $671 million in net income for FY2023. At the high end this means 26x FY2023 P/S and 104x FY2023 P/E. Makes $NVDA 58x FY2024 look relatively cheap"  
[X Link](https://x.com/simpleinvest01/status/1693933532555743426)  2023-08-22T10:30Z 12.9K followers, 10.3K engagements


"You are probably here on X for investing related content. Here is what you should do: [--]. Put down your phone down now. [--]. Read more financial statements. [--]. Analyze more companies. Building your own conviction is always better than borrowing the conviction of others"  
[X Link](https://x.com/simpleinvest01/status/1694142373188829381)  2023-08-23T00:19Z 12.9K followers, [----] engagements


"Finally had a [--] on [--] call with the management at Adyen $ADYEN. Pieter van der Does and his team knows what they are doing. Its just frustrating that the market has such a short-term view when management is managing and investing for the long-term. Will share what I can soon"  
[X Link](https://x.com/simpleinvest01/status/1694159985893372148)  2023-08-23T01:29Z 12.9K followers, 111.4K engagements


"Will Adyen be able to re-accelerate growth back to its medium-term guidance of mid-20s and low-30s net revenue growth and bring EBITDA back to its long-term guidance of 65% Yes I think it will and here's why. Let's dive right in. [--]. Investment phase similar to [----] While the market is selling off as a result of Adyen investing to scale its team in a difficult environment it was not so long ago that Adyen was in a similar position. In [----] Adyen was in its investment phase when the market environment was difficult due to the COVID-19 pandemic. There are lots going on in the table below but"  
[X Link](https://x.com/simpleinvest01/status/1694275152916418799)  2023-08-23T09:07Z 11.6K followers, 97.7K engagements


"Ive met so many analysts prior to this $NVDA earnings. Most of them said that $NVDA had a tough hurdle to cross and that taking profit makes sense. Im glad I decided not to. I think Jensen Huang and team showed us why $NVDA belongs in the $1 trillion club"  
[X Link](https://x.com/simpleinvest01/status/1694514026552934543)  2023-08-24T00:56Z 12.9K followers, [----] engagements


"Yes I am bullish about $NVDA. But risks are as important too in any well-balanced investment thesis. These are some key risks for $NVDA. [--]. Competition: While $NVDA has been operating as a monopoly we will see $AMD and $AMZN ramp up their AI chips soon. While I think these will undeniably fall short to $NVDA chips they bring in more supply to the market and also more competition. Ill be watching closely for the competitive landscape given $NVDA essentially has no competitors in the past few quarters and this has been huge for its growth and margins. [--]. Over-ordering and over-earning:"  
[X Link](https://x.com/simpleinvest01/status/1694663243829235841)  2023-08-24T10:49Z 11.6K followers, 41.6K engagements


"What do you think are the key risks for NVIDIA $NVDA 👇🏻👇🏻👇🏻👇🏻👇🏻"  
[X Link](https://x.com/simpleinvest01/status/1694695819935682937)  2023-08-24T12:59Z 12.9K followers, [----] engagements


"@dissectmarkets @Stock_Opine I actually just directly quoted from @Stock_Opines post so yeah no negative connotations here 😊"  
[X Link](https://x.com/simpleinvest01/status/1694947300387475631)  2023-08-25T05:38Z 12.9K followers, [---] engagements


"$PANW earnings beat this week is a positive indicator that the consolidation trend in cybersecurity continues. And its also a positive read through for $CRWD reporting next week"  
[X Link](https://x.com/simpleinvest01/status/1695232036901195981)  2023-08-26T00:29Z 15.4K followers, [----] engagements


"A weekend read for you: Is NVIDIAs $NVDA valuation sustainable For context $NVDA returned more than 300% from its lows in just [--] year. For now I think its hard to argue that $NVDA valuation cannot be sustained. Heres why: Firstly $NVDA EPS went from $3.34 in FY23"  
[X Link](https://x.com/simpleinvest01/status/1695387588314706273)  2023-08-26T10:47Z 11.5K followers, [---] engagements


"Interesting to see the threat TikTok bring across industries: Social media: $META $GOOGL $SNAP E-commerce $BABA $JD $PDD $SE $AMZN Food delivery: Meituan Alibaba $TikTok Shop's Meteoric Rise: Skyrocketed from [--] to $20B in just [--] yrs shaking up the game for $SE (-30% quarter). What's $TikTok Shop's secret formula Can it mirror this success outside of Southeast Asia ("SEA") What's the long game here Behind The Growth: SEA eCommerce https://t.co/5Y8ETGEQzc $TikTok Shop's Meteoric Rise: Skyrocketed from [--] to $20B in just [--] yrs shaking up the game for $SE (-30% quarter). What's $TikTok Shop's"  
[X Link](https://x.com/simpleinvest01/status/1695776572366819761)  2023-08-27T12:33Z 12.9K followers, [----] engagements


"Adyen: Still the prettiest house in a (temporarily) ugly neighborhood. Had a chat with an analyst covering both $ADYEN and $PYPL. The checks they have done in both Adyen and PayPal was interesting. - On PayPal he said given the low growth in unbranded volumes was having a negative impact on the stock management changed its strategy towards enterprise pricing [--] quarters ago. - The change led to very aggressive pricing as PayPal focused on shifting enterprise merchants volumes to PayPal through Braintree. - Their checks suggests that prices were set at interchange or even interchange minus"  
[X Link](https://x.com/simpleinvest01/status/1696094886012105037)  2023-08-28T09:38Z 15.4K followers, 221.7K engagements


"A post on the differences between the [--] major cloud players Amazon Microsoft and Google"  
[X Link](https://x.com/simpleinvest01/status/1696325153649775098)  2023-08-29T00:53Z 12.9K followers, [--] engagements


"A post on contrarian investing and investor mindset with Meta Platforms"  
[X Link](https://x.com/simpleinvest01/status/1696326068247175634)  2023-08-29T00:57Z 12.9K followers, [--] engagements


"Microsoft's goliath cybersecurity business The market underappreciates $MSFT cybersecurity business. However these [--] charts show just how huge Microsoft's cybersecurity business is today. I shared this earlier in March [----] in Outperforming the Market but these graphs still"  
[X Link](https://x.com/simpleinvest01/status/1696444622992724248)  2023-08-29T08:48Z 12.9K followers, [---] engagements


"Growth has disappeared The company has no moat The business is going to zero I have played the contrarian playbook many times in my investment career. Often times it has led to the best returns"  
[X Link](https://x.com/simpleinvest01/status/1696506358324175268)  2023-08-29T12:53Z 12.9K followers, [----] engagements


"Citi on $GOOG $GOOGL: "We believe Google is successfully leveraging its core GenAI capabilities to build a more competitive GCP." "Demand for GCPs Vertex GenAI Projects rose +150x from April to July and that Vertex AI customer accounts rose +15x in 2Q." "And with 10M+ Google"  
[X Link](https://x.com/simpleinvest01/status/1696812964706459810)  2023-08-30T09:11Z 12.9K followers, [--] engagements


"Citi on $AAPL: Apple announced Sep [--] for its biggest product upgrade event of the year. We expect major hardware upgrades to iPhone [--] series including 3nm A17 chips for Pro models upgraded camera increased memory and storage. iPhone [--] is expected to be a strong"  
[X Link](https://x.com/simpleinvest01/status/1696833629031391596)  2023-08-30T10:33Z 12.9K followers, [--] engagements


"$CRWD reports after market closes today. Will share my thoughts after 😊 In the meantime check out my latest post on Microsofts $MSFT cybersecurity business if you havent already done so. 👇🏻👇🏻👇🏻"  
[X Link](https://x.com/anyuser/status/1696876150654706172)  2023-08-30T13:22Z [--] followers, [--] engagements


"Your largest position is often your highest conviction position. Whats the current largest position in your portfolio today"  
[X Link](https://x.com/simpleinvest01/status/1697037743199760655)  2023-08-31T00:05Z 12.9K followers, [----] engagements


"Return on equity over the past [--] years of big tech companies: $TSLA joined the club and $AAPL is something else. $NVDA $MSFT $AAPL $AMZN $GOOG $GOOGL $TSLA $META"  
[X Link](https://x.com/simpleinvest01/status/1697194267037540373)  2023-08-31T10:27Z 11.9K followers, [----] engagements


"$SE announced the relaunching of Free Fire in India. I think management knew this was about to happen in 2Q23 hence its decision to invest in Shopee. The relaunch in India brings a nice upside to growth and profitability in $SE that is not priced into the stock imo"  
[X Link](https://x.com/simpleinvest01/status/1697252904141529210)  2023-08-31T14:20Z 12.9K followers, 10.2K engagements


"$CRWD remains one of my highest conviction names. [--]. Revenue and profitability beat in FY2Q24 and FY23 guidance raised. [--]. Demonstrated how they are winning competitors $MSFT $S [--]. Emerging products in cloud security identity protection and LogScale seeing strong growth"  
[X Link](https://x.com/simpleinvest01/status/1697388255040491545)  2023-08-31T23:17Z 15.4K followers, [----] engagements


"Cybersecurity companies [----] EV/Sales vs [----] Sales growth"  
[X Link](https://x.com/simpleinvest01/status/1697927599207449001)  2023-09-02T11:01Z 11.9K followers, [----] engagements


"From an autonomy point of view autonomy needs to be built and trained. With more $TSLA cars on the road it has more data than competitors to train its neutral nets. Likely the goal here is to make FSD the best available option"  
[X Link](https://x.com/simpleinvest01/status/1698250916531777921)  2023-09-03T08:25Z 12.9K followers, [----] engagements


"One of the most important things as an active investor: Know what is the strategy that suits you. Copying Warren Buffett will get you nowhere because you are not him. When you know yourself this is when you will be a successful active investor"  
[X Link](https://x.com/simpleinvest01/status/1698311848163213627)  2023-09-03T12:27Z 12.3K followers, [----] engagements


"The best growth story with a poor valuation is still a bad investment"  
[X Link](https://x.com/simpleinvest01/status/1698649454151340100)  2023-09-04T10:49Z 16.6K followers, [----] engagements


"3. Carvana $CVNA Market capitalization: $9 billion today vs $68 billion at the peak"  
[X Link](https://x.com/simpleinvest01/status/1698906083811811467)  2023-09-05T03:49Z 12.9K followers, 31.2K engagements


"4. Sea Limited $SE Market capitalization: $22 billion today vs $202 billion at the peak"  
[X Link](https://x.com/simpleinvest01/status/1698906085640544547)  2023-09-05T03:49Z 20.1K followers, 32.8K engagements


"5. Block $SQ Market capitalization: $35 billion today vs $167 billion at the peak"  
[X Link](https://x.com/simpleinvest01/status/1698906087502876749)  2023-09-05T03:49Z 12.9K followers, 30.7K engagements

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