#  @steadfast2561 Steadfast Investing Steadfast Investing posts on X about business, $fico, ai, $mco the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1945163026719465472/interactions)  - [--] Week [-----] -19% - [--] Month [------] +641% - [--] Months [------] +10,254% ### Mentions: [--] [#](/creator/twitter::1945163026719465472/posts_active)  - [--] Months [--] -50% ### Followers: [--] [#](/creator/twitter::1945163026719465472/followers)  - [--] Week [--] +9.10% - [--] Month [--] +200% - [--] Months [--] +500% ### CreatorRank: [---------] [#](/creator/twitter::1945163026719465472/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [social networks](/list/social-networks) **Social topic influence** [business](/topic/business), [$fico](/topic/$fico) #30, [ai](/topic/ai), [$mco](/topic/$mco) #34, [$msft](/topic/$msft), [in the](/topic/in-the), [$spgi](/topic/$spgi), [asml](/topic/asml), [$adbe](/topic/$adbe), [growth](/topic/growth) **Top accounts mentioned or mentioned by** [@fiscorainvest](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@qualityinvest5](/creator/undefined) [@longequity](/creator/undefined) [@fluentinquality](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@dividendtalks](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@durablecreators](/creator/undefined) [@invest091](/creator/undefined) [@qualtrim](/creator/undefined) [@highyieldharry](/creator/undefined) [@deepicevalue](/creator/undefined) [@dividenddynasty](/creator/undefined) [@drtomslens](/creator/undefined) [@realroseceline](/creator/undefined) [@akbarinvests](/creator/undefined) [@jerrycap](/creator/undefined) [@mayhem4markets](/creator/undefined) **Top assets mentioned** [Fair Isaac, Corp. (FICO)](/topic/$fico) [Moody's Corporation (MCO)](/topic/$mco) [Microsoft Corp. (MSFT)](/topic/$msft) [S&P Global Inc (SPGI)](/topic/$spgi) [Adobe, Inc. (ADBE)](/topic/$adbe) [ServiceTitan, Inc. (TTAN)](/topic/$ttan) [Duolingo, Inc. (DUOL)](/topic/$duol) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Now Coin (NOW)](/topic/$now) [Netflix Inc (NFLX)](/topic/$nflx) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Mastercard, Inc. (MA)](/topic/$ma) [Intuit Inc. (INTU)](/topic/$intu) [Metadium (META)](/topic/$meta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Fortinet Inc (FTNT)](/topic/$ftnt) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [AppLovin Corporation (APP)](/topic/applovin) [Extra Space Storage, Inc. (EXR)](/topic/$exr) [Reddit, Inc. (RDDT)](/topic/$rddt) ### Top Social Posts Top posts by engagements in the last [--] hours "I've been looking more and more into $IBKR as it's a business that fascinates me. A complete outlier within the industry that operates with pretty unimaginable margins. But after looking into it further I feel as though this is similar to one of Nick Sleep's 1/x" [X Link](https://x.com/steadfast2561/status/1955732282423078989) 2025-08-13T20:44Z [--] followers, [--] engagements "to earn more on commissions and NII then taking the profits and reinvesting in the platform and further reducing rates which then attracts more customers etc. It's a pretty unbelievable story and it's no wonder the stock has performed the way it has over the past decade 3/x" [X Link](https://x.com/steadfast2561/status/1955733325504766354) 2025-08-13T20:48Z [--] followers, [--] engagements "or so. Plus I think in a lower rate environment they actually strengthen the business. Majority of competitors will see their profits evaporate as rates come down but because $IBKR has such high and steady margins they will be able to weather that storm while still having 4/x" [X Link](https://x.com/steadfast2561/status/1955733634234695901) 2025-08-13T20:50Z [--] followers, [--] engagements "the ability to lower costs for customers only adding to the flywheel not damaging it. This isn't a business that I'd normally invest in due to the inherent lack of predictability and growth being predicated solely on customer account growth and NII not to mention the 5/x" [X Link](https://x.com/steadfast2561/status/1955734000682635523) 2025-08-13T20:51Z [--] followers, [--] engagements "@fiscorainvest In complete lock step with you in terms of wanting to own $FICO and have that be the standard but simply just owning that for the time being might not be the best move. I think there are other compelling names of similar quality available rn that you should consider adding" [X Link](https://x.com/steadfast2561/status/1991917681382154478) 2025-11-21T17:12Z [--] followers, [--] engagements "@fiscorainvest I think both $MA and $V are surprisingly quite misunderstood currently and have been wanting to add to my $MCO position. All in the same realm of quality of $FICO in my opinion" [X Link](https://x.com/steadfast2561/status/1991927749322354884) 2025-11-21T17:52Z [--] followers, [--] engagements "@joecarlsonshow $SPGI $V and $ASML" [X Link](https://x.com/steadfast2561/status/1996244685245821088) 2025-12-03T15:46Z [--] followers, [---] engagements "@long_equity It's a tremendous industry overall but the valuations across the board have gotten pretty hard to justify. Any significant earnings contraction could provide a nice opportunity" [X Link](https://x.com/steadfast2561/status/2005736021191967073) 2025-12-29T20:21Z [--] followers, [---] engagements "Is Pabrai going to end up being right about coal" [X Link](https://x.com/anyuser/status/2009644787788575058) 2026-01-09T15:13Z [--] followers, [--] engagements "@JerryCap $TSM is a very large customer of $ASML tho" [X Link](https://x.com/steadfast2561/status/2011781080387346656) 2026-01-15T12:42Z [--] followers, [---] engagements "@joecarlsonshow It's amazing how much price drives sentiment. No one wanted this not even a year ago when it touched the $500s now it's ripped up. Still not taking gains think this business is beautifully positioned moving forward" [X Link](https://x.com/steadfast2561/status/2011841420223484394) 2026-01-15T16:42Z [--] followers, [---] engagements "@QualityInvest5 Of all the software names getting slaughtered $NOW by far interests me the most but still have some more digging to do" [X Link](https://x.com/steadfast2561/status/2011879342738219321) 2026-01-15T19:13Z [--] followers, [---] engagements "Did Guy Spier get a bunch of redemptions or something That's an extreme amount of selling for someone so inactive" [X Link](https://x.com/anyuser/status/2011880870614110666) 2026-01-15T19:19Z [--] followers, [----] engagements "@qualtrim The "super investor" tag there is quite the way to describe him" [X Link](https://x.com/steadfast2561/status/2012163592368373762) 2026-01-16T14:02Z [--] followers, [---] engagements "@fiscorainvest Might be a tad bit of wishful thinking on my end but anything in the lower 20s in terms of earnings would be a dream" [X Link](https://x.com/steadfast2561/status/2012245202933571762) 2026-01-16T19:26Z [--] followers, [--] engagements "@HighyieldHarry I really want to say $NOW would be the answer but I can't quite get a good enough grasp on how they adapt" [X Link](https://x.com/steadfast2561/status/2012602809418473741) 2026-01-17T19:07Z [--] followers, [---] engagements "@DeepIceValue Everyone wants $ADBE to be like $GOOG especially for those who missed the huge run up in $GOOG but they are just not comparable opportunities at all in my opinion" [X Link](https://x.com/steadfast2561/status/2012603461875941435) 2026-01-17T19:10Z [--] followers, [--] engagements "@joecarlsonshow I'm very confident in this being by far the smallest position in my portfolio as I feel I have a much more realistic perspective than some other $DUOL shareholders out there. Its an opportunity with some decent upside but I have it sized that if it goes to [--] its not a drag" [X Link](https://x.com/steadfast2561/status/2012603939779219940) 2026-01-17T19:12Z [--] followers, [---] engagements "@Mayhem4Markets Why would $FICO be included in this group" [X Link](https://x.com/steadfast2561/status/2012610143007973824) 2026-01-17T19:37Z [--] followers, [---] engagements "@DividendDynasty Is low double digit growth in perpetuity enough to turn around the stock or does the business need to show something more than that" [X Link](https://x.com/steadfast2561/status/2012611478726074549) 2026-01-17T19:42Z [--] followers, [---] engagements "@QualityInvest5 Super interesting $NOW has certainly been the one software stock that I've been watching the closest. Appreciate your insight" [X Link](https://x.com/steadfast2561/status/2012616623618724222) 2026-01-17T20:02Z [--] followers, [---] engagements "@DrTomsLens I agree I just think the main issue with $DUOL is this could take a very long time to play out and people have obviously showed that they are overwhelmingly short-term focused but I think it should be a great long term play" [X Link](https://x.com/steadfast2561/status/2012624930995671357) 2026-01-17T20:35Z [--] followers, [--] engagements "@InvestingVisual Still a long way to go but this is fantastic for $NFLX" [X Link](https://x.com/steadfast2561/status/2013639437314367620) 2026-01-20T15:47Z [--] followers, [---] engagements "@FluentInQuality I think its just too hard to gauge how exactly AI ends up affecting the entire ecosystem be it both Adobe customers competitors users etc. And because of that I've taken the side of just being on the sidelines. Can understand how someone would love the valuations tho" [X Link](https://x.com/steadfast2561/status/2013658484143722568) 2026-01-20T17:02Z [--] followers, [--] engagements "@DividendDynasty Same recently started a position in $NFLX that I'd like to add to. Also I had $DUOL has a very tiny portion of my portfolio and thats obviously dropped a bunch would like to add more to that as well shortly" [X Link](https://x.com/steadfast2561/status/2013968284865999299) 2026-01-21T13:33Z [--] followers, [--] engagements "@jeremygiffon If it was much easier to do I have no doubt we'd be seeing far more managers who do beat the market. But alas we do not" [X Link](https://x.com/steadfast2561/status/2014023653218721889) 2026-01-21T17:13Z [--] followers, [---] engagements "@fiscorainvest Allocations are a little different and I also have S&P Moody's ASML and Duolingo in the portfolio while no Hermes" [X Link](https://x.com/steadfast2561/status/2014084073459679608) 2026-01-21T21:13Z [--] followers, [--] engagements "@CarsonTalkMoney Not financial advice but I wouldn't trim either of those even if they are currently fairly valued. They both have long runways for compounding and I wouldn't personally impeded on that. I own $ASML and I don't plan on selling any shares anytime soon" [X Link](https://x.com/steadfast2561/status/2014310299424215186) 2026-01-22T12:12Z [--] followers, [--] engagements "@DividendTalks Certainly looking into $INTU at these levels and I'm also curious as to why I dont hear more about $FTNT That name seems worth digging into as well" [X Link](https://x.com/steadfast2561/status/2014340325867757909) 2026-01-22T14:12Z [--] followers, [---] engagements "@Ashton_1nvests I think if anything you'd likely be better served trimming a different position outside of $GOOGL for $META if you don't currently have the cash readily available. I'd be hesitant selling any Google even at these levels" [X Link](https://x.com/steadfast2561/status/2014441858768753129) 2026-01-22T20:55Z [--] followers, [--] engagements "@DrTomsLens I think this is some pretty good insight on $DUOL and I think we may all honestly be surprised about how Duolingo actually performs over the comings years. Obviously I don't anticipate some of the wild predictions I've seen but it's certainly not going to zero" [X Link](https://x.com/steadfast2561/status/2014499005003075619) 2026-01-23T00:42Z [--] followers, [--] engagements "growth metrics they posted they were going to get slaughtered. So they have a nice niche market carved out for themselves likely far more bullet proof from the doom that is AI than many others good margins alongside growth and using AI as a major boost for the offerings" [X Link](https://x.com/anyuser/status/2014507565732790574) 2026-01-23T01:16Z [--] followers, [--] engagements "@QualityInvest5 I don't plan on selling any $ASML anytime soon but I've certainly tapered my expectations after this big run up. Still think the business will do well from these levels over the long run" [X Link](https://x.com/steadfast2561/status/2014508237383438421) 2026-01-23T01:19Z [--] followers, [---] engagements "@CarsonTalkMoney Never have gotten into derivatives and never plan on doing so. Seems especially risky to do it right into earnings of a rather volatile company as is" [X Link](https://x.com/steadfast2561/status/2014508965917245522) 2026-01-23T01:22Z [--] followers, [--] engagements "Please send us to the $300's $MSFT Microsoft better than Nvidia today Microsoft better than Nvidia today" [X Link](https://x.com/anyuser/status/2014509427911430286) 2026-01-23T01:24Z [--] followers, [--] engagements "@CarsonTalkMoney Gotcha Well I certainly wish you well along that journey but its not something I'm particularly interested in" [X Link](https://x.com/steadfast2561/status/2014510345730109522) 2026-01-23T01:27Z [--] followers, [--] engagements "@QualityInvest5 It's certainly a high price tag but I think $NFLX with their technical expertise and the content library of $WBD merged together will be extremely valuable to $NFLX over the long run. I personally think it's a great deal and am looking forward to holding $NFLX for the long run" [X Link](https://x.com/steadfast2561/status/2014691445739844088) 2026-01-23T13:27Z [--] followers, [---] engagements "@DividendTalks $INTU has to start becoming attractive as the valuations come down. Likely one of the only software companies that I believe isn't going to be hugely disrupted by AI" [X Link](https://x.com/steadfast2561/status/2015078433118630396) 2026-01-24T15:05Z [--] followers, [---] engagements "@realroseceline Absolutely right alongside $MCO as well" [X Link](https://x.com/steadfast2561/status/2022715460710453536) 2026-02-14T16:52Z [--] followers, [---] engagements "@long_equity Which of these would you most likely invest in one day and conversely least likely to purchase" [X Link](https://x.com/steadfast2561/status/2022715842782171431) 2026-02-14T16:53Z [--] followers, [--] engagements "@DrewCohenMoney I generally agree that the majority of businesses have now become too hard to predict how AI will or won't affect them but there are for sure those who will survive and thrive and I feel confident in saying the likes of $SPGI or $MSFT will be just fine in the future" [X Link](https://x.com/steadfast2561/status/2022717775299432776) 2026-02-14T17:01Z [--] followers, [---] engagements "@FluentInQuality I know everyone wants to have an opinion on $ADBE but why can't it just simply go into the too hard pile" [X Link](https://x.com/steadfast2561/status/2013646059105292790) 2026-01-20T16:13Z [--] followers, [---] engagements "@buccocapital Especially Applovin I can't believe that's a real operating business with such a name" [X Link](https://x.com/steadfast2561/status/2013951926002463022) 2026-01-21T12:28Z [--] followers, [---] engagements "One software name I dont seem many people talk about is $TTAN. Seems to be quite the interesting one and I think it has a lot less exposure to the AI threats compared to many other names that get highlighted. Think their customer base is relatively insulated need to dig more" [X Link](https://x.com/anyuser/status/2014040720663826895) 2026-01-21T18:21Z [--] followers, [--] engagements "@SixSigmaCapital I actually have found $TTAN to be quite interesting just want to dig further into it. I think their customer base in relation to other SaaS businesses is something to note" [X Link](https://x.com/steadfast2561/status/2014309748548509879) 2026-01-22T12:10Z [--] followers, [---] engagements "After looking more into ServiceTitan I think this business can actually perform quite decently over the long run and is set up quite nicely in today's market. First of all their customer base is vastly different than that of other SaaS businesses. Blue collar workers in the 1/x" [X Link](https://x.com/anyuser/status/2014505813885288679) 2026-01-23T01:09Z [--] followers, [--] engagements "specifically to an entire cohort of workers who are often neglected in terms of the latest and newest tech offerings instantly gives them access to far more users than other SaaS companies who usually go after enterprises. Obvi there's some competition in the space 3/x" [X Link](https://x.com/steadfast2561/status/2014506696974975467) 2026-01-23T01:13Z [--] followers, [--] engagements "but $TTAN certainly is the largest player currently and that scale greatly helps reinforce their business. Also they've been growing quite steadily. They have not fallen into the camp of some other IPO's that were so ridiculously overpriced that it didn't matter what kind 4/x" [X Link](https://x.com/anyuser/status/2014507099280048298) 2026-01-23T01:14Z [--] followers, [---] engagements "@long_equity Great list it's always interesting to look at companies that have performed consistently well for long periods of time and see some surprises like $EXR. Personally I own $V and $FICO off of this list tho" [X Link](https://x.com/steadfast2561/status/2014511177884225672) 2026-01-23T01:31Z [--] followers, [--] engagements "@DeepIceValue Assuming the 50% crash isn't due to the business being impaired I'd be very comfortable with $FICO $SPGI and $MSFT" [X Link](https://x.com/steadfast2561/status/2015078048337428830) 2026-01-24T15:03Z [--] followers, [---] engagements "@DimitryNakhla $FICO is an unbelievably profitable and efficient company whose valuation has come down quite a bit getting tempted to add more to my position" [X Link](https://x.com/steadfast2561/status/2015910124267655345) 2026-01-26T22:10Z [--] followers, [--] engagements "@StockChaser_ Currently holding [--] positions as of now although that's a little more than normal for me. I strongly lean towards concentration over diversification" [X Link](https://x.com/steadfast2561/status/2016212029640474701) 2026-01-27T18:09Z [--] followers, [--] engagements "@FluentInQuality $FICO has to be included" [X Link](https://x.com/steadfast2561/status/2016938799276679658) 2026-01-29T18:17Z [--] followers, [---] engagements "@DimitryNakhla Just business as usual for $V and even $MA for that matter too. Simply incredible businesses to own" [X Link](https://x.com/steadfast2561/status/2017029552401223726) 2026-01-30T00:18Z [--] followers, [---] engagements "@DimitryNakhla Fantastic post with a great comparison for the two names and how they could be undergoing similar "set ups". I've held $FICO for a bit now and am looking to add to my position quite substantially soon assuming there is still some more contraction in the price" [X Link](https://x.com/steadfast2561/status/2017608636994834640) 2026-01-31T14:39Z [--] followers, [---] engagements "@DurableCreators It always comes back to valuation. Very interesting how the business performed so well but didn't really matter because the starting multiple was just too high to compensate for" [X Link](https://x.com/steadfast2561/status/2017610505523757121) 2026-01-31T14:46Z [--] followers, [---] engagements "@invest091 @DurableCreators The SaaS companies all had the high valuations cause it was perceived to be high undisrupted growth for a very long time and now that equation has changed. The valuations have contracted because the market fears those growth rates are now going to be much lower than what" [X Link](https://x.com/steadfast2561/status/2017701129023258920) 2026-01-31T20:46Z [--] followers, [--] engagements "@invest091 @DurableCreators was previously priced in hence the poor performance. Companies that were growing 20%+ routinely but now that doesn't cut it" [X Link](https://x.com/steadfast2561/status/2017701571568472201) 2026-01-31T20:48Z [--] followers, [--] engagements "@qualtrim I'll gladly be buying more $MCO if the stock is gonna present these opportunities" [X Link](https://x.com/steadfast2561/status/2019074130973262239) 2026-02-04T15:42Z [--] followers, [---] engagements "@wallstengine Acknowledges that they are well positioned over the long term but yet is scared of what short term price movement could be lol. Please keep going lower I'll gladly buy more $MSFT" [X Link](https://x.com/steadfast2561/status/2019418923679281440) 2026-02-05T14:32Z [--] followers, [---] engagements "@HighyieldHarry I def agree with this take because most people I talk to in the real world still love ChatGPT and even Gemini to a lesser extent. If OpenAI actually gets their shit together wouldn't be surprised to see an instantaneous flip on how people view them" [X Link](https://x.com/steadfast2561/status/2019419311207772411) 2026-02-05T14:34Z [--] followers, [---] engagements "Unfortunate looks like $MSFT is a zero. Only hope is to fire Satya now. Shame" [X Link](https://x.com/anyuser/status/2019428450550084001) 2026-02-05T15:10Z [--] followers, [---] engagements "@DividendTalks Will be loading the truck on $MSFT soon honestly can't wait" [X Link](https://x.com/steadfast2561/status/2019429015468273758) 2026-02-05T15:12Z [--] followers, [----] engagements "@WealthyReadings It operates in the space but is coupled with strong supporting hardware but $AXON is becoming more and more attractive by the day. Valuation is still a bit too rich but certainly keeping a close eye on that one" [X Link](https://x.com/steadfast2561/status/2019474720358347244) 2026-02-05T18:14Z [--] followers, [---] engagements "@marc_slans Some opportunity is what I see $MCO $FICO" [X Link](https://x.com/steadfast2561/status/2019513030435131537) 2026-02-05T20:46Z [--] followers, [---] engagements "Of all the software stocks getting brought to the slaughterhouse $AXON is the one I'm most interested in. I think this one could present a real infrequent buying opportunity in short order" [X Link](https://x.com/anyuser/status/2019528188851061102) 2026-02-05T21:46Z [--] followers, [--] engagements "@realroseceline This coupled with valuation are the only reasons for pause with the company. If they could get it reigned in (not sure if its possible) $AXON would be a very compelling investment" [X Link](https://x.com/steadfast2561/status/2019770613347332189) 2026-02-06T13:50Z [--] followers, [---] engagements "@returnoncap I love all of these buys specifically I'm looking to add more to my $MCO and $FICO positions" [X Link](https://x.com/steadfast2561/status/2020843205152121005) 2026-02-09T12:52Z [--] followers, [---] engagements "@Invesquotes Gonna provide some nice opportunities tho as evidenced by $SPGI" [X Link](https://x.com/steadfast2561/status/2021232399535771903) 2026-02-10T14:38Z [--] followers, [---] engagements "@WillBiddy_ The market mistaking $SPGI and $MCO and SaaS companies that will be completely displaced is gonna look really foolish in due time" [X Link](https://x.com/steadfast2561/status/2021241136753287596) 2026-02-10T15:13Z [--] followers, [---] engagements "@yummyCenturyEgg First there is legitimately no correlation to AI girlfriends and how AI disrupts a business's moat whatsoever. Second the moat of something like $MCO in ratings isn't that its the best method per se its that it is accepted and understood by everyone everywhere and AI isnt" [X Link](https://x.com/steadfast2561/status/2021568616433369532) 2026-02-11T12:54Z [--] followers, [--] engagements "@SixSigmaCapital $RDDT is a name I never even considered looking at but have gotten pretty interested over the past couple of days. Any thoughts on why it has been getting slaughtered Surface level seems very promising fundamentally sound great growth etc. Whats the main issue currently" [X Link](https://x.com/steadfast2561/status/2021920960287318354) 2026-02-12T12:14Z [--] followers, [---] engagements "@AkbarInvests @SixSigmaCapital Is there some untapped pricing power there with licensing their data Is that the long game to get these models trained mostly on their data lock them in and then start raising the prices on that" [X Link](https://x.com/steadfast2561/status/2021921338856796347) 2026-02-12T12:16Z [--] followers, [--] engagements "@tfanalytics1 Why has Reddit been getting destroyed recently Is the market assuming this gets completely disintermediated by AI and no one will use the platform anymore What about the ads as well which is currently seen as a tailwind for Meta as an example. Seems like a really good setup" [X Link](https://x.com/steadfast2561/status/2021925046122357132) 2026-02-12T12:31Z [--] followers, [--] engagements "@bobspaysubstack Agreed adding to both my $MCO and $FICO positions" [X Link](https://x.com/steadfast2561/status/2022078299078636029) 2026-02-12T22:40Z [--] followers, [---] engagements "@joecarlsonshow I agree with all of your points and analyses of past events although I may be a tad more skeptical of AI than you appear to be. Nonetheless I've taken this opportunity to add more to my $MCO and $FICO positions" [X Link](https://x.com/steadfast2561/status/2022366765053808706) 2026-02-13T17:46Z [--] followers, [---] engagements "@ReneSellmann Agreed because I am one said people. Felt smart selling $META around $275 obviously a huge mistake in hind sight. Still looking into it today tho as the combo of valuation and growth looks attractive here but just shouldn't have sold in the first place" [X Link](https://x.com/steadfast2561/status/2022718277043077255) 2026-02-14T17:03Z [--] followers, [--] engagements "Of all the software stocks getting brought to the slaughterhouse $AXON is the one I'm most interested in. I think this one could present a real infrequent buying opportunity in short order" [X Link](https://x.com/anyuser/status/2019528188851061102) 2026-02-05T21:46Z [--] followers, [--] engagements "Unfortunate looks like $MSFT is a zero. Only hope is to fire Satya now. Shame" [X Link](https://x.com/anyuser/status/2019428450550084001) 2026-02-05T15:10Z [--] followers, [---] engagements "So companies are now getting punished for spending "too much" on CapEx yet we also have companies getting crushed for not spending "enough" on CapEx. Who the hell is deciding what the sweet spot is" [X Link](https://x.com/anyuser/status/2019423378260840495) 2026-02-05T14:50Z [--] followers, [--] engagements "Please send us to the $300's $MSFT Microsoft better than Nvidia today Microsoft better than Nvidia today" [X Link](https://x.com/anyuser/status/2014509427911430286) 2026-01-23T01:24Z [--] followers, [--] engagements "Microsoft better than Nvidia today" [X Link](https://x.com/anyuser/status/2014365743354093691) 2026-01-22T15:53Z 2.4M followers, 87.8K engagements "After looking more into ServiceTitan I think this business can actually perform quite decently over the long run and is set up quite nicely in today's market. First of all their customer base is vastly different than that of other SaaS businesses. Blue collar workers in the 1/x" [X Link](https://x.com/anyuser/status/2014505813885288679) 2026-01-23T01:09Z [--] followers, [--] engagements "but $TTAN certainly is the largest player currently and that scale greatly helps reinforce their business. Also they've been growing quite steadily. They have not fallen into the camp of some other IPO's that were so ridiculously overpriced that it didn't matter what kind 4/x" [X Link](https://x.com/anyuser/status/2014507099280048298) 2026-01-23T01:14Z [--] followers, [---] engagements "growth metrics they posted they were going to get slaughtered. So they have a nice niche market carved out for themselves likely far more bullet proof from the doom that is AI than many others good margins alongside growth and using AI as a major boost for the offerings" [X Link](https://x.com/anyuser/status/2014507565732790574) 2026-01-23T01:16Z [--] followers, [--] engagements "One software name I dont seem many people talk about is $TTAN. Seems to be quite the interesting one and I think it has a lot less exposure to the AI threats compared to many other names that get highlighted. Think their customer base is relatively insulated need to dig more" [X Link](https://x.com/anyuser/status/2014040720663826895) 2026-01-21T18:21Z [--] followers, [--] engagements "What's the best non-SaaS company to look at now" [X Link](https://x.com/anyuser/status/2012281688152289401) 2026-01-16T21:51Z [--] followers, [--] engagements "Did Guy Spier get a bunch of redemptions or something That's an extreme amount of selling for someone so inactive" [X Link](https://x.com/anyuser/status/2011880870614110666) 2026-01-15T19:19Z [--] followers, [----] engagements "Is Pabrai going to end up being right about coal" [X Link](https://x.com/anyuser/status/2009644787788575058) 2026-01-09T15:13Z [--] followers, [--] engagements "Seeing a lot of posts about Adobe's valuation and comparisons to $GOOGL but to me they are not the same. For $ADBE either AI completely kills the business or it doesn't. With $GOOGL however even if search was going to be disrupted they at least had the cloud and YouTube to" [X Link](https://x.com/anyuser/status/1991933717934444880) 2025-11-21T18:16Z [--] followers, [--] engagements "fall back on. $ADBE is far more black and white. Now if this turns out to not be an existential threat to the business the stock should perform incredibly well. To me there's just a lot more murkiness and I think the $GOOGL comparisons are not apples-to-apples" [X Link](https://x.com/anyuser/status/1991934075461046512) 2025-11-21T18:17Z [--] followers, [--] engagements "I've gotta say $ADBE has to be one of the more conflicting names to have an opinion on these days. At the surface level one would think this would be one of the very first names to get shredded by AI. However there are no definitive signs in the numbers yet pointing to 1/x" [X Link](https://x.com/anyuser/status/1978438059252138147) 2025-10-15T12:29Z [--] followers, [--] engagements "this. Continued top and bottom line growth at low double digits with 90%+ recurring revenues strong margins very low historical valuation while management is aggressively buying back stock. Haven't gotten involved but certainly will be interesting to see how this plays out 2/x" [X Link](https://x.com/anyuser/status/1978438570286154080) 2025-10-15T12:31Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@steadfast2561 Steadfast Investing
Steadfast Investing posts on X about business, $fico, ai, $mco the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -19%
- [--] Month [------] +641%
- [--] Months [------] +10,254%
Mentions: [--] #
- [--] Months [--] -50%
Followers: [--] #
- [--] Week [--] +9.10%
- [--] Month [--] +200%
- [--] Months [--] +500%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks technology brands social networks
Social topic influence business, $fico #30, ai, $mco #34, $msft, in the, $spgi, asml, $adbe, growth
Top accounts mentioned or mentioned by @fiscorainvest @joecarlsonshow @qualityinvest5 @longequity @fluentinquality @carsontalkmoney @dividendtalks @sixsigmacapital @dimitrynakhla @durablecreators @invest091 @qualtrim @highyieldharry @deepicevalue @dividenddynasty @drtomslens @realroseceline @akbarinvests @jerrycap @mayhem4markets
Top assets mentioned Fair Isaac, Corp. (FICO) Moody's Corporation (MCO) Microsoft Corp. (MSFT) S&P Global Inc (SPGI) Adobe, Inc. (ADBE) ServiceTitan, Inc. (TTAN) Duolingo, Inc. (DUOL) Axon Enterprise, Inc. (AXON) Now Coin (NOW) Netflix Inc (NFLX) Alphabet Inc Class A (GOOGL) Interactive Brokers Group, Inc. (IBKR) Mastercard, Inc. (MA) Intuit Inc. (INTU) Metadium (META) Taiwan Semiconductor (TSM) Fortinet Inc (FTNT) Warner Bros Discovery, Inc. (WBD) AppLovin Corporation (APP) Extra Space Storage, Inc. (EXR) Reddit, Inc. (RDDT)
Top Social Posts
Top posts by engagements in the last [--] hours
"I've been looking more and more into $IBKR as it's a business that fascinates me. A complete outlier within the industry that operates with pretty unimaginable margins. But after looking into it further I feel as though this is similar to one of Nick Sleep's 1/x"
X Link 2025-08-13T20:44Z [--] followers, [--] engagements
"to earn more on commissions and NII then taking the profits and reinvesting in the platform and further reducing rates which then attracts more customers etc. It's a pretty unbelievable story and it's no wonder the stock has performed the way it has over the past decade 3/x"
X Link 2025-08-13T20:48Z [--] followers, [--] engagements
"or so. Plus I think in a lower rate environment they actually strengthen the business. Majority of competitors will see their profits evaporate as rates come down but because $IBKR has such high and steady margins they will be able to weather that storm while still having 4/x"
X Link 2025-08-13T20:50Z [--] followers, [--] engagements
"the ability to lower costs for customers only adding to the flywheel not damaging it. This isn't a business that I'd normally invest in due to the inherent lack of predictability and growth being predicated solely on customer account growth and NII not to mention the 5/x"
X Link 2025-08-13T20:51Z [--] followers, [--] engagements
"@fiscorainvest In complete lock step with you in terms of wanting to own $FICO and have that be the standard but simply just owning that for the time being might not be the best move. I think there are other compelling names of similar quality available rn that you should consider adding"
X Link 2025-11-21T17:12Z [--] followers, [--] engagements
"@fiscorainvest I think both $MA and $V are surprisingly quite misunderstood currently and have been wanting to add to my $MCO position. All in the same realm of quality of $FICO in my opinion"
X Link 2025-11-21T17:52Z [--] followers, [--] engagements
"@joecarlsonshow $SPGI $V and $ASML"
X Link 2025-12-03T15:46Z [--] followers, [---] engagements
"@long_equity It's a tremendous industry overall but the valuations across the board have gotten pretty hard to justify. Any significant earnings contraction could provide a nice opportunity"
X Link 2025-12-29T20:21Z [--] followers, [---] engagements
"Is Pabrai going to end up being right about coal"
X Link 2026-01-09T15:13Z [--] followers, [--] engagements
"@JerryCap $TSM is a very large customer of $ASML tho"
X Link 2026-01-15T12:42Z [--] followers, [---] engagements
"@joecarlsonshow It's amazing how much price drives sentiment. No one wanted this not even a year ago when it touched the $500s now it's ripped up. Still not taking gains think this business is beautifully positioned moving forward"
X Link 2026-01-15T16:42Z [--] followers, [---] engagements
"@QualityInvest5 Of all the software names getting slaughtered $NOW by far interests me the most but still have some more digging to do"
X Link 2026-01-15T19:13Z [--] followers, [---] engagements
"Did Guy Spier get a bunch of redemptions or something That's an extreme amount of selling for someone so inactive"
X Link 2026-01-15T19:19Z [--] followers, [----] engagements
"@qualtrim The "super investor" tag there is quite the way to describe him"
X Link 2026-01-16T14:02Z [--] followers, [---] engagements
"@fiscorainvest Might be a tad bit of wishful thinking on my end but anything in the lower 20s in terms of earnings would be a dream"
X Link 2026-01-16T19:26Z [--] followers, [--] engagements
"@HighyieldHarry I really want to say $NOW would be the answer but I can't quite get a good enough grasp on how they adapt"
X Link 2026-01-17T19:07Z [--] followers, [---] engagements
"@DeepIceValue Everyone wants $ADBE to be like $GOOG especially for those who missed the huge run up in $GOOG but they are just not comparable opportunities at all in my opinion"
X Link 2026-01-17T19:10Z [--] followers, [--] engagements
"@joecarlsonshow I'm very confident in this being by far the smallest position in my portfolio as I feel I have a much more realistic perspective than some other $DUOL shareholders out there. Its an opportunity with some decent upside but I have it sized that if it goes to [--] its not a drag"
X Link 2026-01-17T19:12Z [--] followers, [---] engagements
"@Mayhem4Markets Why would $FICO be included in this group"
X Link 2026-01-17T19:37Z [--] followers, [---] engagements
"@DividendDynasty Is low double digit growth in perpetuity enough to turn around the stock or does the business need to show something more than that"
X Link 2026-01-17T19:42Z [--] followers, [---] engagements
"@QualityInvest5 Super interesting $NOW has certainly been the one software stock that I've been watching the closest. Appreciate your insight"
X Link 2026-01-17T20:02Z [--] followers, [---] engagements
"@DrTomsLens I agree I just think the main issue with $DUOL is this could take a very long time to play out and people have obviously showed that they are overwhelmingly short-term focused but I think it should be a great long term play"
X Link 2026-01-17T20:35Z [--] followers, [--] engagements
"@InvestingVisual Still a long way to go but this is fantastic for $NFLX"
X Link 2026-01-20T15:47Z [--] followers, [---] engagements
"@FluentInQuality I think its just too hard to gauge how exactly AI ends up affecting the entire ecosystem be it both Adobe customers competitors users etc. And because of that I've taken the side of just being on the sidelines. Can understand how someone would love the valuations tho"
X Link 2026-01-20T17:02Z [--] followers, [--] engagements
"@DividendDynasty Same recently started a position in $NFLX that I'd like to add to. Also I had $DUOL has a very tiny portion of my portfolio and thats obviously dropped a bunch would like to add more to that as well shortly"
X Link 2026-01-21T13:33Z [--] followers, [--] engagements
"@jeremygiffon If it was much easier to do I have no doubt we'd be seeing far more managers who do beat the market. But alas we do not"
X Link 2026-01-21T17:13Z [--] followers, [---] engagements
"@fiscorainvest Allocations are a little different and I also have S&P Moody's ASML and Duolingo in the portfolio while no Hermes"
X Link 2026-01-21T21:13Z [--] followers, [--] engagements
"@CarsonTalkMoney Not financial advice but I wouldn't trim either of those even if they are currently fairly valued. They both have long runways for compounding and I wouldn't personally impeded on that. I own $ASML and I don't plan on selling any shares anytime soon"
X Link 2026-01-22T12:12Z [--] followers, [--] engagements
"@DividendTalks Certainly looking into $INTU at these levels and I'm also curious as to why I dont hear more about $FTNT That name seems worth digging into as well"
X Link 2026-01-22T14:12Z [--] followers, [---] engagements
"@Ashton_1nvests I think if anything you'd likely be better served trimming a different position outside of $GOOGL for $META if you don't currently have the cash readily available. I'd be hesitant selling any Google even at these levels"
X Link 2026-01-22T20:55Z [--] followers, [--] engagements
"@DrTomsLens I think this is some pretty good insight on $DUOL and I think we may all honestly be surprised about how Duolingo actually performs over the comings years. Obviously I don't anticipate some of the wild predictions I've seen but it's certainly not going to zero"
X Link 2026-01-23T00:42Z [--] followers, [--] engagements
"growth metrics they posted they were going to get slaughtered. So they have a nice niche market carved out for themselves likely far more bullet proof from the doom that is AI than many others good margins alongside growth and using AI as a major boost for the offerings"
X Link 2026-01-23T01:16Z [--] followers, [--] engagements
"@QualityInvest5 I don't plan on selling any $ASML anytime soon but I've certainly tapered my expectations after this big run up. Still think the business will do well from these levels over the long run"
X Link 2026-01-23T01:19Z [--] followers, [---] engagements
"@CarsonTalkMoney Never have gotten into derivatives and never plan on doing so. Seems especially risky to do it right into earnings of a rather volatile company as is"
X Link 2026-01-23T01:22Z [--] followers, [--] engagements
"Please send us to the $300's $MSFT Microsoft better than Nvidia today Microsoft better than Nvidia today"
X Link 2026-01-23T01:24Z [--] followers, [--] engagements
"@CarsonTalkMoney Gotcha Well I certainly wish you well along that journey but its not something I'm particularly interested in"
X Link 2026-01-23T01:27Z [--] followers, [--] engagements
"@QualityInvest5 It's certainly a high price tag but I think $NFLX with their technical expertise and the content library of $WBD merged together will be extremely valuable to $NFLX over the long run. I personally think it's a great deal and am looking forward to holding $NFLX for the long run"
X Link 2026-01-23T13:27Z [--] followers, [---] engagements
"@DividendTalks $INTU has to start becoming attractive as the valuations come down. Likely one of the only software companies that I believe isn't going to be hugely disrupted by AI"
X Link 2026-01-24T15:05Z [--] followers, [---] engagements
"@realroseceline Absolutely right alongside $MCO as well"
X Link 2026-02-14T16:52Z [--] followers, [---] engagements
"@long_equity Which of these would you most likely invest in one day and conversely least likely to purchase"
X Link 2026-02-14T16:53Z [--] followers, [--] engagements
"@DrewCohenMoney I generally agree that the majority of businesses have now become too hard to predict how AI will or won't affect them but there are for sure those who will survive and thrive and I feel confident in saying the likes of $SPGI or $MSFT will be just fine in the future"
X Link 2026-02-14T17:01Z [--] followers, [---] engagements
"@FluentInQuality I know everyone wants to have an opinion on $ADBE but why can't it just simply go into the too hard pile"
X Link 2026-01-20T16:13Z [--] followers, [---] engagements
"@buccocapital Especially Applovin I can't believe that's a real operating business with such a name"
X Link 2026-01-21T12:28Z [--] followers, [---] engagements
"One software name I dont seem many people talk about is $TTAN. Seems to be quite the interesting one and I think it has a lot less exposure to the AI threats compared to many other names that get highlighted. Think their customer base is relatively insulated need to dig more"
X Link 2026-01-21T18:21Z [--] followers, [--] engagements
"@SixSigmaCapital I actually have found $TTAN to be quite interesting just want to dig further into it. I think their customer base in relation to other SaaS businesses is something to note"
X Link 2026-01-22T12:10Z [--] followers, [---] engagements
"After looking more into ServiceTitan I think this business can actually perform quite decently over the long run and is set up quite nicely in today's market. First of all their customer base is vastly different than that of other SaaS businesses. Blue collar workers in the 1/x"
X Link 2026-01-23T01:09Z [--] followers, [--] engagements
"specifically to an entire cohort of workers who are often neglected in terms of the latest and newest tech offerings instantly gives them access to far more users than other SaaS companies who usually go after enterprises. Obvi there's some competition in the space 3/x"
X Link 2026-01-23T01:13Z [--] followers, [--] engagements
"but $TTAN certainly is the largest player currently and that scale greatly helps reinforce their business. Also they've been growing quite steadily. They have not fallen into the camp of some other IPO's that were so ridiculously overpriced that it didn't matter what kind 4/x"
X Link 2026-01-23T01:14Z [--] followers, [---] engagements
"@long_equity Great list it's always interesting to look at companies that have performed consistently well for long periods of time and see some surprises like $EXR. Personally I own $V and $FICO off of this list tho"
X Link 2026-01-23T01:31Z [--] followers, [--] engagements
"@DeepIceValue Assuming the 50% crash isn't due to the business being impaired I'd be very comfortable with $FICO $SPGI and $MSFT"
X Link 2026-01-24T15:03Z [--] followers, [---] engagements
"@DimitryNakhla $FICO is an unbelievably profitable and efficient company whose valuation has come down quite a bit getting tempted to add more to my position"
X Link 2026-01-26T22:10Z [--] followers, [--] engagements
"@StockChaser_ Currently holding [--] positions as of now although that's a little more than normal for me. I strongly lean towards concentration over diversification"
X Link 2026-01-27T18:09Z [--] followers, [--] engagements
"@FluentInQuality $FICO has to be included"
X Link 2026-01-29T18:17Z [--] followers, [---] engagements
"@DimitryNakhla Just business as usual for $V and even $MA for that matter too. Simply incredible businesses to own"
X Link 2026-01-30T00:18Z [--] followers, [---] engagements
"@DimitryNakhla Fantastic post with a great comparison for the two names and how they could be undergoing similar "set ups". I've held $FICO for a bit now and am looking to add to my position quite substantially soon assuming there is still some more contraction in the price"
X Link 2026-01-31T14:39Z [--] followers, [---] engagements
"@DurableCreators It always comes back to valuation. Very interesting how the business performed so well but didn't really matter because the starting multiple was just too high to compensate for"
X Link 2026-01-31T14:46Z [--] followers, [---] engagements
"@invest091 @DurableCreators The SaaS companies all had the high valuations cause it was perceived to be high undisrupted growth for a very long time and now that equation has changed. The valuations have contracted because the market fears those growth rates are now going to be much lower than what"
X Link 2026-01-31T20:46Z [--] followers, [--] engagements
"@invest091 @DurableCreators was previously priced in hence the poor performance. Companies that were growing 20%+ routinely but now that doesn't cut it"
X Link 2026-01-31T20:48Z [--] followers, [--] engagements
"@qualtrim I'll gladly be buying more $MCO if the stock is gonna present these opportunities"
X Link 2026-02-04T15:42Z [--] followers, [---] engagements
"@wallstengine Acknowledges that they are well positioned over the long term but yet is scared of what short term price movement could be lol. Please keep going lower I'll gladly buy more $MSFT"
X Link 2026-02-05T14:32Z [--] followers, [---] engagements
"@HighyieldHarry I def agree with this take because most people I talk to in the real world still love ChatGPT and even Gemini to a lesser extent. If OpenAI actually gets their shit together wouldn't be surprised to see an instantaneous flip on how people view them"
X Link 2026-02-05T14:34Z [--] followers, [---] engagements
"Unfortunate looks like $MSFT is a zero. Only hope is to fire Satya now. Shame"
X Link 2026-02-05T15:10Z [--] followers, [---] engagements
"@DividendTalks Will be loading the truck on $MSFT soon honestly can't wait"
X Link 2026-02-05T15:12Z [--] followers, [----] engagements
"@WealthyReadings It operates in the space but is coupled with strong supporting hardware but $AXON is becoming more and more attractive by the day. Valuation is still a bit too rich but certainly keeping a close eye on that one"
X Link 2026-02-05T18:14Z [--] followers, [---] engagements
"@marc_slans Some opportunity is what I see $MCO $FICO"
X Link 2026-02-05T20:46Z [--] followers, [---] engagements
"Of all the software stocks getting brought to the slaughterhouse $AXON is the one I'm most interested in. I think this one could present a real infrequent buying opportunity in short order"
X Link 2026-02-05T21:46Z [--] followers, [--] engagements
"@realroseceline This coupled with valuation are the only reasons for pause with the company. If they could get it reigned in (not sure if its possible) $AXON would be a very compelling investment"
X Link 2026-02-06T13:50Z [--] followers, [---] engagements
"@returnoncap I love all of these buys specifically I'm looking to add more to my $MCO and $FICO positions"
X Link 2026-02-09T12:52Z [--] followers, [---] engagements
"@Invesquotes Gonna provide some nice opportunities tho as evidenced by $SPGI"
X Link 2026-02-10T14:38Z [--] followers, [---] engagements
"@WillBiddy_ The market mistaking $SPGI and $MCO and SaaS companies that will be completely displaced is gonna look really foolish in due time"
X Link 2026-02-10T15:13Z [--] followers, [---] engagements
"@yummyCenturyEgg First there is legitimately no correlation to AI girlfriends and how AI disrupts a business's moat whatsoever. Second the moat of something like $MCO in ratings isn't that its the best method per se its that it is accepted and understood by everyone everywhere and AI isnt"
X Link 2026-02-11T12:54Z [--] followers, [--] engagements
"@SixSigmaCapital $RDDT is a name I never even considered looking at but have gotten pretty interested over the past couple of days. Any thoughts on why it has been getting slaughtered Surface level seems very promising fundamentally sound great growth etc. Whats the main issue currently"
X Link 2026-02-12T12:14Z [--] followers, [---] engagements
"@AkbarInvests @SixSigmaCapital Is there some untapped pricing power there with licensing their data Is that the long game to get these models trained mostly on their data lock them in and then start raising the prices on that"
X Link 2026-02-12T12:16Z [--] followers, [--] engagements
"@tfanalytics1 Why has Reddit been getting destroyed recently Is the market assuming this gets completely disintermediated by AI and no one will use the platform anymore What about the ads as well which is currently seen as a tailwind for Meta as an example. Seems like a really good setup"
X Link 2026-02-12T12:31Z [--] followers, [--] engagements
"@bobspaysubstack Agreed adding to both my $MCO and $FICO positions"
X Link 2026-02-12T22:40Z [--] followers, [---] engagements
"@joecarlsonshow I agree with all of your points and analyses of past events although I may be a tad more skeptical of AI than you appear to be. Nonetheless I've taken this opportunity to add more to my $MCO and $FICO positions"
X Link 2026-02-13T17:46Z [--] followers, [---] engagements
"@ReneSellmann Agreed because I am one said people. Felt smart selling $META around $275 obviously a huge mistake in hind sight. Still looking into it today tho as the combo of valuation and growth looks attractive here but just shouldn't have sold in the first place"
X Link 2026-02-14T17:03Z [--] followers, [--] engagements
"Of all the software stocks getting brought to the slaughterhouse $AXON is the one I'm most interested in. I think this one could present a real infrequent buying opportunity in short order"
X Link 2026-02-05T21:46Z [--] followers, [--] engagements
"Unfortunate looks like $MSFT is a zero. Only hope is to fire Satya now. Shame"
X Link 2026-02-05T15:10Z [--] followers, [---] engagements
"So companies are now getting punished for spending "too much" on CapEx yet we also have companies getting crushed for not spending "enough" on CapEx. Who the hell is deciding what the sweet spot is"
X Link 2026-02-05T14:50Z [--] followers, [--] engagements
"Please send us to the $300's $MSFT Microsoft better than Nvidia today Microsoft better than Nvidia today"
X Link 2026-01-23T01:24Z [--] followers, [--] engagements
"Microsoft better than Nvidia today"
X Link 2026-01-22T15:53Z 2.4M followers, 87.8K engagements
"After looking more into ServiceTitan I think this business can actually perform quite decently over the long run and is set up quite nicely in today's market. First of all their customer base is vastly different than that of other SaaS businesses. Blue collar workers in the 1/x"
X Link 2026-01-23T01:09Z [--] followers, [--] engagements
"but $TTAN certainly is the largest player currently and that scale greatly helps reinforce their business. Also they've been growing quite steadily. They have not fallen into the camp of some other IPO's that were so ridiculously overpriced that it didn't matter what kind 4/x"
X Link 2026-01-23T01:14Z [--] followers, [---] engagements
"growth metrics they posted they were going to get slaughtered. So they have a nice niche market carved out for themselves likely far more bullet proof from the doom that is AI than many others good margins alongside growth and using AI as a major boost for the offerings"
X Link 2026-01-23T01:16Z [--] followers, [--] engagements
"One software name I dont seem many people talk about is $TTAN. Seems to be quite the interesting one and I think it has a lot less exposure to the AI threats compared to many other names that get highlighted. Think their customer base is relatively insulated need to dig more"
X Link 2026-01-21T18:21Z [--] followers, [--] engagements
"What's the best non-SaaS company to look at now"
X Link 2026-01-16T21:51Z [--] followers, [--] engagements
"Did Guy Spier get a bunch of redemptions or something That's an extreme amount of selling for someone so inactive"
X Link 2026-01-15T19:19Z [--] followers, [----] engagements
"Is Pabrai going to end up being right about coal"
X Link 2026-01-09T15:13Z [--] followers, [--] engagements
"Seeing a lot of posts about Adobe's valuation and comparisons to $GOOGL but to me they are not the same. For $ADBE either AI completely kills the business or it doesn't. With $GOOGL however even if search was going to be disrupted they at least had the cloud and YouTube to"
X Link 2025-11-21T18:16Z [--] followers, [--] engagements
"fall back on. $ADBE is far more black and white. Now if this turns out to not be an existential threat to the business the stock should perform incredibly well. To me there's just a lot more murkiness and I think the $GOOGL comparisons are not apples-to-apples"
X Link 2025-11-21T18:17Z [--] followers, [--] engagements
"I've gotta say $ADBE has to be one of the more conflicting names to have an opinion on these days. At the surface level one would think this would be one of the very first names to get shredded by AI. However there are no definitive signs in the numbers yet pointing to 1/x"
X Link 2025-10-15T12:29Z [--] followers, [--] engagements
"this. Continued top and bottom line growth at low double digits with 90%+ recurring revenues strong margins very low historical valuation while management is aggressively buying back stock. Haven't gotten involved but certainly will be interesting to see how this plays out 2/x"
X Link 2025-10-15T12:31Z [--] followers, [--] engagements
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