# ![@sjb987654321 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1984702875004780546.png) @sjb987654321 simonbec123

simonbec123 posts on X about business, meta, gaming, $goog the most. They currently have [-----] followers and [--] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1984702875004780546/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1984702875004780546/c:line/m:interactions.svg)

- [--] Week [-------] +4,227%
- [--] Month [-------] +21,944%

### Mentions: [--] [#](/creator/twitter::1984702875004780546/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1984702875004780546/c:line/m:posts_active.svg)

- [--] Week [--] +14%
- [--] Month [--] +300%

### Followers: [-----] [#](/creator/twitter::1984702875004780546/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1984702875004780546/c:line/m:followers.svg)

- [--] Week [--] +50%
- [--] Month [--] +800%

### CreatorRank: [---------] [#](/creator/twitter::1984702875004780546/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1984702875004780546/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[business](/topic/business), [meta](/topic/meta), [gaming](/topic/gaming), [$goog](/topic/$goog), [the world](/topic/the-world), [$googl](/topic/$googl), [apple](/topic/apple), [bearish](/topic/bearish), [cash flow](/topic/cash-flow), [flow](/topic/flow)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/microsoft) [Fortinet Inc (FTNT)](/topic/$ftnt) [Fiserv, Inc. (FI)](/topic/$fi) [MercadoLibre Inc (MELI)](/topic/$meli) [Sea Limited (SE)](/topic/$se) [Zscaler Inc (ZS)](/topic/$zs) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Gambling.com Group Limited (GAMB)](/topic/$gamb) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Coca-Cola Co (KO)](/topic/$ko) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Pinterest, Inc. (PINS)](/topic/$pins) [Snap, Inc. (SNAP)](/topic/$snap)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@matt_slotnick "Hey [--] year Google exec these [--] chatbots disagree with you on the non-public usage data. Basically zero traction for TPU's other than Google and Anthropic and Meta and Apple and Midjourney.""  
[X Link](https://x.com/sjb987654321/status/1994866795627647179)  2025-11-29T20:31Z [--] followers, [---] engagements


"@firstadopter @TheLongAJ Gemini is still SOTA on most benchmarks outside of SWE bench. I understand you're bearish on Google but there's very little logical support for your argument given the amount of benchmarks Gemini [---] pro still tops"  
[X Link](https://x.com/sjb987654321/status/1995250572220600820)  2025-11-30T21:56Z [--] followers, [---] engagements


"@Midnight_Captl Check a 10y performance chart of AMZN. Or look at gross profit growth over the past decade. Or look at operating income growth. Or look at operating cash flow growth. Amazon not hyping up Nvidia chips= Amazon is a dog water business is Olympic level mental gymnastics"  
[X Link](https://x.com/sjb987654321/status/1996725556990431625)  2025-12-04T23:37Z [--] followers, [---] engagements


"@QualityInvest5 Honestly I would prefer TSM but depends on whether you wanna include a non-US business"  
[X Link](https://x.com/sjb987654321/status/1999318187217944804)  2025-12-12T03:19Z [--] followers, [--] engagements


"@CCM_Brett Really considering starting a Coupang/Sea position today with the recent sell offs. Already *very* concentrated in Amazon and Meli as is. Owning all [--] is a fantastic way to get geographical diversification within an industry with obvious tailwinds"  
[X Link](https://x.com/sjb987654321/status/2001374406623531052)  2025-12-17T19:30Z [--] followers, [---] engagements


"@QualityInvest5 @options_selling He means the earnings day drop of Fiserv man"  
[X Link](https://x.com/sjb987654321/status/2005055637517189178)  2025-12-27T23:18Z [--] followers, [---] engagements


"@stockoptionsway @QualityInvest5 When you say shrinking revenue growth you're talking about the growth that shrunk from 111% to 48% correct What were your expectations for growth if 48% isn't cutting it for you"  
[X Link](https://x.com/sjb987654321/status/2005787030308241865)  2025-12-29T23:44Z [--] followers, [--] engagements


"@GabGrowth I know you already own RBRK but Fortinet could be a really interesting one. Founder led disciplined capital allocation growing the same rate as PANW trading for 30x earnings"  
[X Link](https://x.com/sjb987654321/status/2007533062004134056)  2026-01-03T19:22Z [--] followers, [--] engagements


"@QualityInvest5 I mean opening a brokerage account shouldn't take more than like [--] minutes. Gaming credit cards can literally make you thousands of dollars when done correctly but takes a minute to research the promotions. Not really an apples to apples comparison here"  
[X Link](https://x.com/sjb987654321/status/2009410194120605939)  2026-01-08T23:41Z [--] followers, [--] engagements


"@QualityInvest5 @patientinvestor 13% revenue growth (probably conservative) with the possibility for margin expansion and some buybacks isn't terrible for 35x earnings"  
[X Link](https://x.com/sjb987654321/status/2009909726474317839)  2026-01-10T08:46Z [--] followers, [---] engagements


"@The_AI_Investor Buying a pure SAAS company at 10x sales makes more sense because the unit economics of software are wonderful. OpenAI's cost structure is completely different and we have no idea what mature margins will look like or if they can even reliably meet spending commitments"  
[X Link](https://x.com/sjb987654321/status/2010272637877092630)  2026-01-11T08:48Z [--] followers, [--] engagements


"@QualityInvest5 I believe CSU is actually the lowest multiple on this list besides ADBE when measuring "true" FCF (FCFA2S for CSU subtracting SBC for all of them). Insane for world class management and teens revenue growth with possible margin expansion"  
[X Link](https://x.com/sjb987654321/status/2011910476717031666)  2026-01-15T21:16Z [--] followers, [---] engagements


"@hermantai99 @FundasyInvestor You may be right but the buys show up as purchases on the open market rather than pre-scheduled buys. May still be part of the contract I'm not 100% sure"  
[X Link](https://x.com/sjb987654321/status/2012060039734051295)  2026-01-16T07:11Z [--] followers, [--] engagements


"@Midnight_Captl There's very little to suggest actual commoditization in SAAS at this point mostly just narratives. The earnings reports from most major SAAS players haven't shown any weakness other than the behemoths pushing up against the law of large numbers"  
[X Link](https://x.com/sjb987654321/status/2013858679758450831)  2026-01-21T06:18Z [--] followers, [---] engagements


"@chatgpt21 @terry_forth The human drivers that crash at less frequent rates seem to magically avoid these "OTHER" people you mentioned. It's a mystery why the drivers in Austin keep going out of their way to cause accidents with the robotaxi's"  
[X Link](https://x.com/sjb987654321/status/2014227368781775068)  2026-01-22T06:43Z [--] followers, [--] engagements


"@JohnTitor @G_Bahadue They won't be economically serving rides at $2 once this scales. They are losing money on the rides right now because they have like [--] cars on the road and the optics are more important to the stock price than the underlying robotaxi economics in a small sample size"  
[X Link](https://x.com/sjb987654321/status/2014573827167289844)  2026-01-23T05:40Z [--] followers, [----] engagements


"@MMMTwealth It's because the certainty of growth/margins 5-10 years from now is much harder to know with NVDA than the other mag [--] (besides TSLA). I like the setup here actually but it's not obvious that they'll still enjoy 60-70% margins in a decade"  
[X Link](https://x.com/sjb987654321/status/2015274296067912037)  2026-01-25T04:03Z [--] followers, [---] engagements


"@DrewCohenMoney Reddit. Growing 70% with 30% margins one of the top [--] most visited sites on the internet"  
[X Link](https://x.com/sjb987654321/status/2022407092116873297)  2026-02-13T20:26Z [--] followers, [---] engagements


"@QualityInvest5 Imagine lapping comps of -6% growth only for it to get worse and drop to -10%. But honestly I wouldn't even think twice if this thing wasn't trading for nearly the same market cap as TSM. Absolutely absurd"  
[X Link](https://x.com/sjb987654321/status/2016663145394426179)  2026-01-29T00:02Z [--] followers, [----] engagements


"@QualityInvest5 Wouldn't consider Adobe growing 10% a MONSTER report (I own shares but come on dawg there's some hyperbole here)"  
[X Link](https://x.com/sjb987654321/status/2016664811359383670)  2026-01-29T00:08Z [--] followers, [---] engagements


"@munster_gene *looks at ground* *Sighs* *Leans forward in chair* *Clears throat* Gene. Elon lies. Repeatedly"  
[X Link](https://x.com/sjb987654321/status/2016690627438923795)  2026-01-29T01:51Z [--] followers, [--] engagements


"@Kross_Roads Absolute rock bottom expectations bargain bin prices at only 300x earnings"  
[X Link](https://x.com/sjb987654321/status/2016691665113891290)  2026-01-29T01:55Z [--] followers, [---] engagements


"@QualityInvest5 Fantastic no. Solid for the price but beating on revenue and earnings by a couple percent is not a MONSTER quarter"  
[X Link](https://x.com/sjb987654321/status/2016708541349056846)  2026-01-29T03:02Z [--] followers, [--] engagements


"@rubicon59 If I had a magic lever where I could reinvest all my cash flows to grow my 200b revenue business by 30%() I would dislocate both shoulders pulling that lever"  
[X Link](https://x.com/sjb987654321/status/2016709314745160105)  2026-01-29T03:05Z [--] followers, [----] engagements


"@ContrarianCurse I'd consider a 30% revenue growth guide on next quarter to be a pretty compelling reason to spend like they are"  
[X Link](https://x.com/sjb987654321/status/2016710983029498366)  2026-01-29T03:12Z [--] followers, [---] engagements


"@daltonbrewer 10x so [--] trillion market cap More valuable than NVDA GOOG MSFT and AMZN combined huh Yeah seems reasonable lmao"  
[X Link](https://x.com/sjb987654321/status/2016712218637979667)  2026-01-29T03:17Z [--] followers, [--] engagements


"@Midnight_Captl Software isn't as cyclical as hardware. Not saying NVDA or other hardware names are bad buys rn but in a recession/tightening period I promise you the best software names will show more resilient revenue growth rates than hardware producers"  
[X Link](https://x.com/sjb987654321/status/2017009505314492686)  2026-01-29T22:58Z [--] followers, [--] engagements


"@Midnight_Captl Do you remember Vine [---] million monthly active users (not counting the videos being reposted off platform) and it basically vanished overnight. Your brothers/fathers/uncles/aunts also had no idea that Vine couldn't monetize to offset spend didn't matter in the end"  
[X Link](https://x.com/sjb987654321/status/2017727168584028315)  2026-01-31T22:30Z [--] followers, [--] engagements


"@WealthyReadings They announced/launched like [--] completely new categories and expanded to several different countries all within the last few months. I understand healthy skepticism but to say there are no catalysts"  
[X Link](https://x.com/sjb987654321/status/2017728152517402628)  2026-01-31T22:34Z [--] followers, [---] engagements


"@QualityInvest5 Brother. It's trading at 32x EV/EBIT. Is that expensive Yeah a bit. But beating a dead horse about a company whose GAAP P/E overstates earnings by 20% is not a monumental difference. I promise you the big money on Wall Street understands mark-to-market gains"  
[X Link](https://x.com/sjb987654321/status/2018483386525049329)  2026-02-03T00:35Z [--] followers, [---] engagements


"@GabGrowth Don't need debt issuance when Claude code can just one-shot the global economy"  
[X Link](https://x.com/sjb987654321/status/2018818816676122865)  2026-02-03T22:48Z [--] followers, [---] engagements


"@e_commerce_king $MELI. Not a knock at all against $SE you'll probably do really well owning either for the long term. But $MELI isn't reliant on a gaming division for their profits and I just question the long term value of a mobile game (10y plus)"  
[X Link](https://x.com/sjb987654321/status/2019141762556825985)  2026-02-04T20:11Z [--] followers, [---] engagements


"@MattWat16001736 @e_commerce_king Wasn't the argument. I'm well aware that the gaming division is very profitable and growing quickly right now. But historically mobile games aren't as predictable and have shorter shelf lives than Ecommerce/Fintech gaming preferences change over time"  
[X Link](https://x.com/sjb987654321/status/2019167839480082466)  2026-02-04T21:55Z [--] followers, [--] engagements


"$GOOG guiding for 175-185b in capex and almost certainly covering the whole thing with cash flows. Absolute beast of a business"  
[X Link](https://x.com/anyuser/status/2019173478298276077)  2026-02-04T22:17Z [--] followers, [---] engagements


"@arafatkatze Agreed I think I misinterpreted your statement. Those claiming AI has no ROI are losing the argument here IMO"  
[X Link](https://x.com/sjb987654321/status/2019174763608818014)  2026-02-04T22:22Z [--] followers, [--] engagements


"@capital_mindset 175-185 billion in capex by a company with a fantastic historical ROIC for like [--] years but "capex spend is completely out of control because there's no return on that spend" lol"  
[X Link](https://x.com/sjb987654321/status/2019175889876172914)  2026-02-04T22:27Z [--] followers, [--] engagements


"@buccocapital I would guess capex will plateau next year but to answer your question none of the big players are even net debt at this point. If the big [--] hyperscalers went to 3x net debt to EBITDA and spent 100% of fy26 cash flows that's over [--] trillion. Don't think we'll get there tho"  
[X Link](https://x.com/sjb987654321/status/2019214402407526827)  2026-02-05T01:00Z [--] followers, [---] engagements


"@rennyzucker @BenTReynolds $70 per month Are you paying for YouTube premium in Monaco from [--] different emails It's about [--] bucks on average throughout the world. Also co-level capex is mostly GPU's and data centers for GCP they ain't spending 180b on serving Mr. Beast videos lmao"  
[X Link](https://x.com/sjb987654321/status/2019511012706361850)  2026-02-05T20:38Z [--] followers, [--] engagements


"@AnalysisOp @Midnight_Captl Big brothers Azure and GCP that are approximately the same size as AWS when combined together"  
[X Link](https://x.com/sjb987654321/status/2019553223644967279)  2026-02-05T23:26Z [--] followers, [--] engagements


"@himshouse This was the right move. It was incredibly stupid for them to do this in the first place but I don't think anyone will be talking about this in [--] or [--] years. Still irritated with management looking forward to an explanation on the upcoming earnings call"  
[X Link](https://x.com/sjb987654321/status/2020225809290793083)  2026-02-07T19:59Z [--] followers, [----] engagements


"@zoomyzoomm $ZS is misleading on this chart because the most recent quarter is the largest of the year by far. If you look on a TTM basis 70% of their FCF is SBC. $DUOL honestly shows surprisingly good cost discipline for a young tech company"  
[X Link](https://x.com/sjb987654321/status/2020341304421650522)  2026-02-08T03:37Z [--] followers, [----] engagements


"@michaeljburry This is a really dumb comparison. Alphabet is potentially the most ubiquitous company on earth with like [--] or [--] different platforms with 1b users. Nearly 100b of cash on the balance sheet 160b in CFO last year growing 18%. Are we serious here"  
[X Link](https://x.com/sjb987654321/status/2020951532217434289)  2026-02-09T20:02Z [--] followers, [---] engagements


"@edels0n For some names yes. The mission critical players that have already integrated throughout every layer of an enterprise are nearly impossible to switch away from. The $NOW's and $CRM's of the world will be just fine"  
[X Link](https://x.com/sjb987654321/status/2020952398894919835)  2026-02-09T20:06Z [--] followers, [--] engagements


"@chitchatstocks @DrewCohenMoney @Speedwell_LLC Do you see Constellation having any levers to pull to grow to expand FCFA2S margins over time or are returns almost exclusively going to come from revenue growth"  
[X Link](https://x.com/sjb987654321/status/2020963110149030253)  2026-02-09T20:48Z [--] followers, [---] engagements


"@WillBiddy_ @WideMoatCzar Segments with narrow moats. Over 1b users on like [--] or [--] products [--] decades of personal data most expansive compute infrastructure footprint in the world ecosystem lock-in with android and a balance sheet with 100b cash Which segment has a narrow moat exactly"  
[X Link](https://x.com/sjb987654321/status/2021271189914526182)  2026-02-10T17:12Z [--] followers, [--] engagements


"@Mindset4Money_X I think Meta looks a bit more attractive here but I disagree that the discrepancy "makes no sense." Alphabet has much more diversified revenue streams and their huge capex spend has a much more obvious long term ROI as a cloud provider than a social media platform"  
[X Link](https://x.com/sjb987654321/status/2021315886347583580)  2026-02-10T20:10Z [--] followers, [---] engagements


"@WillBiddy_ Meta is a great business but #1 strongest moat over Amazon Alphabet Apple and Microsoft is a hot take. Now taking into account growth and valuation combined with the moat for an investment case Yeah I could give you that one"  
[X Link](https://x.com/sjb987654321/status/2021820901462073664)  2026-02-12T05:37Z [--] followers, [---] engagements


"@debt_serious @4drant Comps are irrelevant long term. The only thing that matters long term is free cash flow per share generation. Their organic growth rates in [----] were low single digits and the stock is a [---] bagger because the entire management team's capital allocation not just Leonard"  
[X Link](https://x.com/sjb987654321/status/2022119961783939572)  2026-02-13T01:25Z [--] followers, [--] engagements


"@munster_gene Yeah I think we should remove those silly sensors already. More people might die in car accidents but at least it won't look like a college science experiment"  
[X Link](https://x.com/sjb987654321/status/2022124908395082157)  2026-02-13T01:45Z [--] followers, [---] engagements


"@himshouse Could honestly be a prime setup for an Uber-type situation. Founder that got the business off the ground then started doing sketchy/illegal things then got replaced by an operational expert CEO that monetized the existing users. Probably won't happen though"  
[X Link](https://x.com/sjb987654321/status/2022141513724198994)  2026-02-13T02:51Z [--] followers, [---] engagements


"@dalibali2 Probably will but $FTNT grows at pretty similar rates organically issues less SBC meaningfully reduces share count has better margins 20% insider ownership and trades for a lower valuation by almost any metric"  
[X Link](https://x.com/sjb987654321/status/2022151787562877333)  2026-02-13T03:32Z [--] followers, [---] engagements


"@jbulltard1 $GOOG wasn't saved by Gemini. All their existing businesses were doing fine regardless just got a small performance boost and a big sentiment boost from it. Amazon doesn't need saving either the high margin segments are doing very well"  
[X Link](https://x.com/sjb987654321/status/2022872043377856779)  2026-02-15T03:14Z [--] followers, [---] engagements


"@chitchatstocks $GAMB. Not the highest quality name in my portfolio but cheaper than dirt"  
[X Link](https://x.com/sjb987654321/status/2011991912480436535)  2026-01-16T02:40Z [--] followers, [---] engagements


"@dividendology I will never understand the disrespect $FTNT gets when talking about cybersecurity. They are growing just as fast as $PANW but organically with better margins way lower SBC meaningfully reducing share count and trading much cheaper"  
[X Link](https://x.com/sjb987654321/status/2021368772909740305)  2026-02-10T23:40Z [--] followers, [----] engagements


"@Midnight_Captl Nah randos on X have a much better pulse on the demand signals for enterprise cloud spending than all [--] hyperscalers. Capex is bearish sell everything and buy $KO at 27x earnings and 2x net debt/EBITDA"  
[X Link](https://x.com/sjb987654321/status/2022486955922243669)  2026-02-14T01:44Z [--] followers, [--] engagements


"@capital_mindset I'm selling Microsoft at 20x FY26 PE because OpenAI will disrupt Office365 by spending hundreds of billions in Azure credits"  
[X Link](https://x.com/sjb987654321/status/2022497077746651631)  2026-02-14T02:24Z [--] followers, [---] engagements


"@QualityInvest5 I mean an apples to apples comparison would be all of Google's ad revenue to all of Meta's. You're comparing just search (not YouTube or networks) to the entire family of apps (Facebook Instagram whatsapp threads)"  
[X Link](https://x.com/sjb987654321/status/2022872795366236336)  2026-02-15T03:17Z [--] followers, [---] engagements


"@DrewCohenMoney $BKNG is so insanely overlooked. I just added some today you get silicon valley unit economics without all the SBC bullshit and great capital allocation from management. All for a very reasonable price too"  
[X Link](https://x.com/sjb987654321/status/2022120519366279242)  2026-02-13T01:27Z [--] followers, [---] engagements


"@QualityInvest5 I feel like $PINS and $SNAP are becoming "asset plays" at today's prices. Sure their profitability sucks but you're telling me a recurring decently loyal user base of 600m and 900m MAU's is worth under 10bn EV"  
[X Link](https://x.com/sjb987654321/status/2023239225001341143)  2026-02-16T03:33Z [--] followers, [---] engagements


"@firstadopter Search grew 17% last quarter if that's what being disrupted looks like I'm pretty ok with that"  
[X Link](https://x.com/sjb987654321/status/2023240114793742381)  2026-02-16T03:36Z [--] followers, [---] engagements


"Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast Dario on Dwarkesh probably. Now you think its the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to Something Big is Happening. Then youll install ClawdBot on a Mac Mini vibe code a dashboard on top of a postgres database and say were all just a couple ralph loops away from building a Salesforce competitor. Thats gonna last until next week when you discover context graphs and then you're gonna be talking about"  
[X Link](https://x.com/anyuser/status/2023119295425761702)  2026-02-15T19:36Z [----] followers, 304.1K engagements


"$GOOG guiding for 175-185b in capex and almost certainly covering the whole thing with cash flows. Absolute beast of a business"  
[X Link](https://x.com/anyuser/status/2019173478298276077)  2026-02-04T22:17Z [--] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing