# ![@stockpickerspb Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1974182719840989184.png) @stockpickerspb Alex Invests

Alex Invests posts on X about $app, $dkng, in the, $duol the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1974182719840989184/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1974182719840989184/c:line/m:interactions.svg)

- [--] Week [------] +33%
- [--] Month [-------] +174%

### Mentions: [--] [#](/creator/twitter::1974182719840989184/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1974182719840989184/c:line/m:posts_active.svg)

- [--] Week [--] +32%
- [--] Month [---] +96%

### Followers: [---] [#](/creator/twitter::1974182719840989184/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1974182719840989184/c:line/m:followers.svg)

- [--] Week [---] +32%
- [--] Month [---] +81%

### CreatorRank: [-------] [#](/creator/twitter::1974182719840989184/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1974182719840989184/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  75.86% [technology brands](/list/technology-brands)  31.03% [finance](/list/finance)  25.52% [automotive brands](/list/automotive-brands)  7.59% [cryptocurrencies](/list/cryptocurrencies)  4.83% [social networks](/list/social-networks)  4.83% [celebrities](/list/celebrities)  2.76% [exchanges](/list/exchanges)  0.69% [currencies](/list/currencies)  0.69% [luxury brands](/list/luxury-brands)  0.69%

**Social topic influence**
[$app](/topic/$app) #47, [$dkng](/topic/$dkng) 14.48%, [in the](/topic/in-the) 12.41%, [$duol](/topic/$duol) #144, [business](/topic/business) 10.34%, [$uber](/topic/$uber) #1016, [applovin](/topic/applovin) #51, [$onon](/topic/$onon) #5, [growth](/topic/growth) 5.52%, [$nvda](/topic/$nvda) #2946

**Top accounts mentioned or mentioned by**
[@deepvaluebagger](/creator/undefined) [@martinshkreli](/creator/undefined) [@mrderivatives](/creator/undefined) [@alc2022](/creator/undefined) [@qualityinvest5](/creator/undefined) [@sawyermerritt](/creator/undefined) [@vanazadian](/creator/undefined) [@capexandchill](/creator/undefined) [@younietyler](/creator/undefined) [@amitisinvesting](/creator/undefined) [@invest_bookie](/creator/undefined) [@divestech](/creator/undefined) [@investincintel](/creator/undefined) [@jason](/creator/undefined) [@balajikm](/creator/undefined) [@seninvesting](/creator/undefined) [@investbookie](/creator/undefined) [@benioff](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@couchinvestor](/creator/undefined)

**Top assets mentioned**
[AppLovin Corporation (APP)](/topic/$app) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Uber Technologies, Inc. (UBER)](/topic/$uber) [On Holding AG (ONON)](/topic/$onon) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Dutch Bros, Inc. (BROS)](/topic/$bros) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Shopify Inc (SHOP)](/topic/$shop) [Tesla, Inc. (TSLA)](/topic/tesla) [Adobe, Inc. (ADBE)](/topic/$adbe) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [SafeMoon (SFM)](/topic/$sfm) [Intuit Inc. (INTU)](/topic/$intu) [Netflix Inc (NFLX)](/topic/$nflx) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [S&P Global Inc (SPGI)](/topic/$spgi) [Sprouts Farmers Market, Inc. (SFM)](/topic/sfm-sprouts-farmers-market) [Autodesk Inc (ADSK)](/topic/$adsk) [Oracle Corporation (ORCL)](/topic/$orcl) [Microsoft Corp. (MSFT)](/topic/$msft) [Iris Energy Limited (IREN)](/topic/$iren) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Mastercard, Inc. (MA)](/topic/$ma) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Starbucks Corporation (SBUX)](/topic/$sbux) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Metadium (META)](/topic/$meta) [Bitcoin (BTC)](/topic/bitcoin) [Dave Inc. (DAVE)](/topic/$dave) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [Advanced Micro Devices (AMD)](/topic/$amd) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Arista Networks Inc (ANET)](/topic/$anet) [Unity Software Inc. (U)](/topic/$u) [Coca-Cola Co (KO)](/topic/$ko) [Orochi Network (ON)](/topic/$on)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SFM Sprouts Farmer's Market valuation has come back down to earth after getting close to a Fwd PE of [--] a little over a year ago 😳 Anyone buying here I love going to Sprouts so the Peter Lynch follower in me is very tempted"  
[X Link](https://x.com/stockpickerspb/status/2013662916403249241)  2026-01-20T17:20Z [---] followers, [----] engagements


"On the bright side for $SFM the market still thinks selling groceries is a better business than $ADBE software (Fwd PE of 12) $SFM Sprouts Farmer's Market valuation has come back down to earth after getting close to a Fwd PE of [--] a little over a year ago 😳 Anyone buying here I love going to Sprouts so the Peter Lynch follower in me is very tempted. https://t.co/54m9LgFofO $SFM Sprouts Farmer's Market valuation has come back down to earth after getting close to a Fwd PE of [--] a little over a year ago 😳 Anyone buying here I love going to Sprouts so the Peter Lynch follower in me is very"  
[X Link](https://x.com/stockpickerspb/status/2013665114403033479)  2026-01-20T17:29Z [---] followers, [---] engagements


"SAAS growth rates $ADBE $INTU $ADSK $NOW $CRM"  
[X Link](https://x.com/stockpickerspb/status/2011501447163060612)  2026-01-14T18:11Z [---] followers, [---] engagements


"$APP This company puts up cartoonish growth numbers consistently executes EFFICIENTLY is just scratching the surface of its next growth lever and you're selling"  
[X Link](https://x.com/stockpickerspb/status/2017291796402082271)  2026-01-30T17:40Z [---] followers, 10K engagements


"Just over a month ago Dan Ives said Palantir was the next Salesforce or Oracle. In todays market this would be considered an insult 🤣 $PLTR $CRM $ORCL Palantir "is a trillion-dollar market cap in the next two to three years" Wedbush Securities analyst @DivesTech says. "It's going to be the next Salesforce the next Oracle." ♟CEO Alex Karp is playing a different game; hes playing chess as a master wizard. he adds. https://t.co/2knnhjlCqk Palantir "is a trillion-dollar market cap in the next two to three years" Wedbush Securities analyst @DivesTech says. "It's going to be the next Salesforce"  
[X Link](https://x.com/stockpickerspb/status/2018502260469178466)  2026-02-03T01:50Z [---] followers, [---] engagements


"Price/Free Cash Flow* Comparison *Adjusted for Stock-Based Compensation (SBC) The two standouts for me are $UBER and $DUOL. Very cheap if they continue on current growth trajectories. And of course the market absolutely hates $ADBE. Thoughts https://twitter.com/i/web/status/2018769865558102084 https://twitter.com/i/web/status/2018769865558102084"  
[X Link](https://x.com/stockpickerspb/status/2018769865558102084)  2026-02-03T19:33Z [---] followers, [----] engagements


"Added shares today of: $NFLX $APP $NOW $NVDA $DUOL $DKNG"  
[X Link](https://x.com/stockpickerspb/status/2018824832214008150)  2026-02-03T23:12Z [---] followers, [---] engagements


"SOLD my remaining $HIMS shares (1% of portfolio) for a modest gain. Held since late [----] and previously sold shares in the $60s in mid-2025. Sold to consolidate into higher conviction holdings. ADDED shares of: $APP at $398 $RDDT at $152 $NOW at $109"  
[X Link](https://x.com/stockpickerspb/status/2019112536084476339)  2026-02-04T18:15Z [---] followers, [---] engagements


"@Investinc_Intel Appreciate it 🙏"  
[X Link](https://x.com/stockpickerspb/status/2019114287835611490)  2026-02-04T18:22Z [---] followers, [--] engagements


"An older lady at work had her grandson over this weekend to fix her wifi and buy her some "bitcoins" that she heard about. She has a lower cost basis than Michael Saylor. $btc"  
[X Link](https://x.com/stockpickerspb/status/2019143198745178410)  2026-02-04T20:17Z [---] followers, [---] engagements


"This is how the market thinks of software companies right now $ADBE $CRM $NOW $INTU $DUOL"  
[X Link](https://x.com/stockpickerspb/status/2019147098118046038)  2026-02-04T20:32Z [---] followers, [---] engagements


"$ADBE is Wicks N Sticks btw"  
[X Link](https://x.com/stockpickerspb/status/2019147356030267881)  2026-02-04T20:33Z [---] followers, [---] engagements


"STOCK SCREENER TWINS - $DUOL and $DAVE These are the ONLY two companies (over $1B market cap) that meet the following criteria: Revenue Fwd 2yr CAGR 25% GAAP EPS Fwd 2yr CAGR50% Gross Margin 70% Operating Margin 10% P/FCF [--] EV/Sales [--] I currently own $DUOL but know nothing about $DAVE. I should probably look into it. Thoughts on these companies https://twitter.com/i/web/status/2019472965243674791 https://twitter.com/i/web/status/2019472965243674791"  
[X Link](https://x.com/stockpickerspb/status/2019472965243674791)  2026-02-05T18:07Z [---] followers, [---] engagements


"@Jason $UBER https://x.com/sama/status/2019441202655899860s=20 Oracle Uber State Farm Thermo Fisher Intuit HP are some of the first new partners joining partners like T-Mobile Cisco and BBVA who have already piloted a lot of the approach. https://x.com/sama/status/2019441202655899860s=20 Oracle Uber State Farm Thermo Fisher Intuit HP are some of the first new partners joining partners like T-Mobile Cisco and BBVA who have already piloted a lot of the approach"  
[X Link](https://x.com/stockpickerspb/status/2019479666340557125)  2026-02-05T18:34Z [---] followers, [--] engagements


"I wonder how long $UBER has been quietly watching people argue about this like "should we just tell them" $UBER s new CFO 75% of our profits come from outside of those top [--] markets." @_balaji_km highlighting the importance of Uber's "long tail" of 8000+ markets Interview here: https://t.co/EunbdsOE1Y $UBER s new CFO 75% of our profits come from outside of those top [--] markets." @_balaji_km highlighting the importance of Uber's "long tail" of 8000+ markets Interview here: https://t.co/EunbdsOE1Y"  
[X Link](https://x.com/stockpickerspb/status/2019505977649951109)  2026-02-05T20:18Z [---] followers, [---] engagements


"$HOOD Currently a very small position for me but even if it has a rough patch due to crypto dumping it does seem like a pretty damn good business model for the long term. Considering adding shares soon if it keeps getting hammered🤔. I mean my god look at this operating leverage. https://twitter.com/i/web/status/2019513624172417112 https://twitter.com/i/web/status/2019513624172417112"  
[X Link](https://x.com/stockpickerspb/status/2019513624172417112)  2026-02-05T20:49Z [---] followers, [---] engagements


"This is the most expensive prisoners dilemma of all time. $GOOG $AMZN $MSFT $NVDA $AMD"  
[X Link](https://x.com/stockpickerspb/status/2019541344440701070)  2026-02-05T22:39Z [---] followers, [---] engagements


"I heard $IREN is a value buy multiple use cases integrated with AI and @DeepValueBagger loves it. I heard $duol is a value buy multiple use cases integrated with AI and Antonio @alc2022 loves it. https://t.co/Q41lTr2ybx I heard $duol is a value buy multiple use cases integrated with AI and Antonio @alc2022 loves it. https://t.co/Q41lTr2ybx"  
[X Link](https://x.com/stockpickerspb/status/2019554660097618365)  2026-02-05T23:32Z [---] followers, 15.9K engagements


"@DeepValueBagger And $DUOL is not my favorite at the moment either 🤣. All in good fun"  
[X Link](https://x.com/stockpickerspb/status/2019555426317267169)  2026-02-05T23:35Z [---] followers, [---] engagements


"@sen_investing @DeepValueBagger Not so funny anymore 🤣"  
[X Link](https://x.com/stockpickerspb/status/2019569181990220129)  2026-02-06T00:29Z [---] followers, [---] engagements


"@invest_bookie @DeepValueBagger I still believe in the business and have been adding recently $DUOL. I never did a real deep dive on $IREN"  
[X Link](https://x.com/stockpickerspb/status/2019575661212668299)  2026-02-06T00:55Z [---] followers, [---] engagements


"@vanazadian Thanks a lot of that is just the result of letting my winners run. I usually dont invest more than 5% into any stock but will let them grow much higher than that"  
[X Link](https://x.com/stockpickerspb/status/2019862015955857737)  2026-02-06T19:53Z [---] followers, [--] engagements


"Just found out that my post was included in the All-In podcast [--] second mark of the video. Somebody give me a heads up next time 😂. Crazy SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y SaaS is dead unless youre growing fast - Brad Gerstner. $crm will never trade at 30x FCF again https://t.co/EM10HIWL7y"  
[X Link](https://x.com/stockpickerspb/status/2020352259381772687)  2026-02-08T04:21Z [---] followers, [----] engagements


"@QualityInvest5 @Benioff Congrats You know you have to buy $CRM now right"  
[X Link](https://x.com/stockpickerspb/status/2020360049458381164)  2026-02-08T04:52Z [---] followers, [---] engagements


"@WheelieInvestor It gave zero information about the service or any new innovations. It was the equivalent of seeing a pro golfer wearing a salesforce hat. Thank you for reminding me that the company exists"  
[X Link](https://x.com/stockpickerspb/status/2020747351225258464)  2026-02-09T06:31Z [---] followers, [---] engagements


"@Couch_Investor Bottom is in when I have to talk at least one or two friends out of selling everything. And sometimes I do this by sending them Peter Lynch videos 😂"  
[X Link](https://x.com/stockpickerspb/status/2020749241027809366)  2026-02-09T06:38Z [---] followers, [--] engagements


"Should be an interesting week [--] of my holdings reporting. $OPEN $HOOD $SHOP $APP $NBIS $DKNG $BROS #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $HOOD $APP $COIN $ALAB $NBIS $SHOP $VRT $PINS $ANET $U $KO $RIVN $ON $CVS $FROG $CLF $TOST $SPOT $DDOG $DKNG $ALB $CSCO $LYFT $MLCO $HUM $AMAT $FISV $F $UPST $SPGI $EXPE $AMKR $KHC $OPEN $QS $PGY $MRNA $AZN $BN https://t.co/msLLrWfxyN #earnings for the week of February [--] [----] https://t.co/hLn2sKQhEY $HOOD $APP $COIN $ALAB $NBIS $SHOP $VRT $PINS $ANET $U $KO $RIVN $ON $CVS $FROG $CLF $TOST $SPOT $DDOG $DKNG $ALB $CSCO $LYFT $MLCO"  
[X Link](https://x.com/stockpickerspb/status/2020915002329252081)  2026-02-09T17:37Z [---] followers, [---] engagements


"@danielisdizzy Ray Dalio is a textbook overthinker"  
[X Link](https://x.com/stockpickerspb/status/2020970217548189871)  2026-02-09T21:17Z [---] followers, [---] engagements


"$RDDT In a world flooded with Al slop people are seeking real community lived experience and trusted opinions. Thats Reddits differentiator. Great line from the Q4 earnings call"  
[X Link](https://x.com/stockpickerspb/status/2021078053062062529)  2026-02-10T04:25Z [---] followers, [---] engagements


"Brutal for Dev Kantesaria disciples 😬 $SPGI Dev Kantesaria Holdings It takes about [--] seconds to recognize a Dev Kantesaria follower from their portfolio. I know you all are out there 😂 It usually looks like this: ✅Large allocations in at least one or two of these - $SPGI $FICO $MA $V ✅Top [--] positions make up 50% of https://t.co/VFoaUOgmn4 Dev Kantesaria Holdings It takes about [--] seconds to recognize a Dev Kantesaria follower from their portfolio. I know you all are out there 😂 It usually looks like this: ✅Large allocations in at least one or two of these - $SPGI $FICO $MA $V ✅Top 3"  
[X Link](https://x.com/stockpickerspb/status/2021216344151105716)  2026-02-10T13:35Z [---] followers, [---] engagements


"These re-ratings are still mindblowing. Crazy times. $ADBE $ADSK $INTU $CRM $NOW #SAAS"  
[X Link](https://x.com/stockpickerspb/status/2021640239220240736)  2026-02-11T17:39Z [---] followers, [---] engagements


"Sold $NBIS (1% position) at $87 to consolidate further into higher conviction holdings. Added shares of: $APP at $372 $AVGO at $334 $UBER at $69"  
[X Link](https://x.com/stockpickerspb/status/2021996832822636630)  2026-02-12T17:16Z [---] followers, [---] engagements


"Portfolio Update 2/6/26 In the past week I deployed cash in the amount of [--] months worth of my normal buys. Added to: $NOW (new position this month) $APP $NFLX $UBER $RDDT $DUOL $AVGO $NVDA. Sold $HIMS which was 1% of portfolio as it was always a lower conviction holding and I preferred the other opportunities. https://twitter.com/i/web/status/2019859417429352664 https://twitter.com/i/web/status/2019859417429352664"  
[X Link](https://x.com/stockpickerspb/status/2019859417429352664)  2026-02-06T19:43Z [---] followers, [---] engagements


"@Nietschecapital Tonights homework for me: decide what to sell to buy more $APP"  
[X Link](https://x.com/stockpickerspb/status/2021722812499865780)  2026-02-11T23:07Z [---] followers, [---] engagements


"$APP This is truly baffling. $app is currently trading less than 25X forward GAAP PE and will be growing revenue at least 50% with Operating margins of 77% and FCF margins of 70% this is absolutely unheard of and im at a loss for words of the valuation $app is currently trading less than 25X forward GAAP PE and will be growing revenue at least 50% with Operating margins of 77% and FCF margins of 70% this is absolutely unheard of and im at a loss for words of the valuation"  
[X Link](https://x.com/stockpickerspb/status/2021723251471528247)  2026-02-11T23:09Z [---] followers, [---] engagements


"PALANTIR vs APPLOVIN $PLTR $APP Lets compare fundamentals of two high-growth companies absolutely crushing it You may be surprised by how they stack up 👀 1) Free Cash Flow Margin Both companies currently operate at an incredible 50% FCF margin 😳. This is a sign of two extremely efficient business models that are firing on all cylinders"  
[X Link](https://x.com/anyuser/status/1984622931239190639)  2025-11-01T14:05Z [---] followers, [----] engagements


"$ONON trading it at its lowest EV/Gross Profit EVER as a public company. All while the fundamentals keep improving😵💫 Will we look back at this as a steal at $37"  
[X Link](https://x.com/anyuser/status/1986131958481739821)  2025-11-05T18:02Z [---] followers, [----] engagements


"Dev Kantesaria Holdings It takes about [--] seconds to recognize a Dev Kantesaria follower from their portfolio. I know you all are out there 😂 It usually looks like this: ✅Large allocations in at least one or two of these - $SPGI $FICO $MA $V ✅Top [--] positions make up 50% of portfolio ✅No more than [--] holdings ✅BONUS POINTS: Position in $ASML https://twitter.com/i/web/status/2014797457390280991 https://twitter.com/i/web/status/2014797457390280991"  
[X Link](https://x.com/stockpickerspb/status/2014797457390280991)  2026-01-23T20:28Z [---] followers, [----] engagements


"Brad Gerstner on AI buildout and capex spend from hyperscalers: Think of it as digging a gold mine. You have to spend a lot money to dig the gold mine before you get the gold out. These guys are digging the biggest goldmine in the history of software. But it costs something upfront. Now the question is do you believe Andy Jassy Mark Zuckerberg Sundar and Jensen that this opportunity is that big or do you have a special insight that causes you to understand theres no gold in the bottom of the gold mine. Just like that he sums up the investment case for $NVDA and its largest customers. More"  
[X Link](https://x.com/stockpickerspb/status/2020740664254758932)  2026-02-09T06:04Z [---] followers, [----] engagements


"AppLovin vs. Mag [--] For reference on the absolute insanity of $APP margin expansion here it is compared to the Mag [--]. Follow the baby blue line. From unprofitable [--] years ago to 76% Operating Margin.🤯 https://twitter.com/i/web/status/2021719398525059226 https://twitter.com/i/web/status/2021719398525059226"  
[X Link](https://x.com/stockpickerspb/status/2021719398525059226)  2026-02-11T22:54Z [---] followers, 25.3K engagements


"Must-read for any $APP shareholder. Another banger from @CapexAndChill. Finally got through the call. Great listen as usual from $APP management. The market is analyzing the company as a gaming ad network rather than what it clearly becoming which is a universal discovery utility for the attention economy. The headline numbers are phenomenal with Finally got through the call. Great listen as usual from $APP management. The market is analyzing the company as a gaming ad network rather than what it clearly becoming which is a universal discovery utility for the attention economy. The headline"  
[X Link](https://x.com/stockpickerspb/status/2021986339898679491)  2026-02-12T16:34Z [---] followers, [----] engagements


"Dutch Bros vs Starbucks Operating Margin $BROS $SBUX"  
[X Link](https://x.com/stockpickerspb/status/2022209841167839712)  2026-02-13T07:22Z [---] followers, [---] engagements


"$ONON Asia-Pacific is quickly becoming a more significant part of On's business. And plenty of room left to run"  
[X Link](https://x.com/stockpickerspb/status/2011205984635765113)  2026-01-13T22:37Z [---] followers, [---] engagements


"$UBER investor relations saw well thought out substantive AV analysis from @CapexAndChill and @ManuInvests and said hey maybe we should do that too"  
[X Link](https://x.com/stockpickerspb/status/2019073718845411827)  2026-02-04T15:41Z [---] followers, [----] engagements


"$APP Apparently before today many shareholders thought no one would ever attempt to compete with a cash printing machine valued in the $100s of billions. Scared of a little competition This company didnt get to where it is today by accident"  
[X Link](https://x.com/stockpickerspb/status/2019124337132151268)  2026-02-04T19:02Z [---] followers, [----] engagements


"$NVDA Investors are shocked every quarter at how much hyperscalers are willing to spend on capex (mostly to Nvidia). And they wonder where the ceiling is. There is NO ceiling. Free cash flows be damned. Negative FCF for every hyperscaler will likely be a given in the near future for at least a few year period. If your go-to metric is FCF/share sorry pick a new one or miss out. As I said a few months ago it all makes sense when you realize the hyperscalers are buying money printers from Nvidia. $GOOG $AMZN $META $MSFT $NVDA SELLS MONEY PRINTERS💵 If AI demand is as massive as what Jensen and"  
[X Link](https://x.com/stockpickerspb/status/2020734789528285192)  2026-02-09T05:41Z [---] followers, [---] engagements


"I still cannot believe $APP sold off from that obviously bullshit short report. There is an incredible amount of alpha in the market from the stupidity of others. +13% right now 🤣"  
[X Link](https://x.com/stockpickerspb/status/2020892002272100443)  2026-02-09T16:06Z [---] followers, [----] engagements


"$HIMS The types of posts from bulls that are warning signs (for any company): [--]. Management is playing 4D chess. [--]. Here is why the clearly bad thing that happened is actually a GOOD thing. [--]. Even if it was bad for the COMPANY it is good for the world and a noble thing to do so it was the right decision. We are all susceptible to this kind of thinking especially when we have a lot riding on it. I am not hating on $HIMS shareholders as I was one until last week when I sold my shares the day before the pill announcement out of sheer luck (yes I posted it at the time). Whether or not the"  
[X Link](https://x.com/stockpickerspb/status/2020898950224445645)  2026-02-09T16:33Z [---] followers, [---] engagements


"RT @stockpickerspb: $GOOG $GOOGL Peter Thiel in 2012: "Google also has $30 $40 $50 billion in cash. It has no idea how to invest that mon"  
[X Link](https://x.com/stockpickerspb/status/2020902984943894641)  2026-02-09T16:49Z [---] followers, [--] engagements


"Instead of re-investing all of its cash flows into the extremely profitable cloud business I wish $AMZN would pay it out in dividends so then I could look for a profitable business to invest it in. oh wait"  
[X Link](https://x.com/stockpickerspb/status/2020937860988518831)  2026-02-09T19:08Z [---] followers, [---] engagements


"$RDDT The content market is bifurcating: infinite synthetic supply (AI-generated content) vs. authentic human supply (Reddit). Reddit is becoming the De Beers of the internet. While everyone else sells cubic zirconia Reddit owns the mine for the real thing"  
[X Link](https://x.com/stockpickerspb/status/2021102574745628800)  2026-02-10T06:02Z [---] followers, [---] engagements


"Wow only down 5% now what a turnaround"  
[X Link](https://x.com/stockpickerspb/status/2021259122834911321)  2026-02-10T16:25Z [---] followers, [--] engagements


"$RDDT This is what it looks like when Revenues increase 70% YoY while Costs and Expenses only increase 30%. Operating Leverage in action. And it's just getting started.😳"  
[X Link](https://x.com/stockpickerspb/status/2021280110498717815)  2026-02-10T17:48Z [---] followers, [----] engagements


"RT @stockpickerspb: $AVGO Broadcom has been one of the clearest direct beneficiaries of the AI boom. And there are no indications that it i"  
[X Link](https://x.com/stockpickerspb/status/2021423932826583258)  2026-02-11T03:19Z [---] followers, [--] engagements


"Is $MSFT an obvious Buy right now Are we all just overthinking it"  
[X Link](https://x.com/stockpickerspb/status/2021642350754255102)  2026-02-11T17:47Z [---] followers, [---] engagements


"So users can continually prompt engineer their way into being taught a language using trial and error to find what works bestOR pay a few bucks a month to a company that has perfected it. $DUOL Keep in mind people pay $15 for someone else to go pick up their lunch a few miles away. https://twitter.com/i/web/status/2021659375585394987 https://twitter.com/i/web/status/2021659375585394987"  
[X Link](https://x.com/stockpickerspb/status/2021659375585394987)  2026-02-11T18:55Z [---] followers, [---] engagements


"$BROS $BROS  : UBS reiterates maintains  $ Analyst sees strong traffic momentum mid-teens store growth and 20%+ EBITDA growth with shares trading at an attractive valuation vs history. https://t.co/qtljSdBB2Z $BROS  : UBS reiterates maintains  $ Analyst sees strong traffic momentum mid-teens store growth and 20%+ EBITDA growth with shares trading at an attractive valuation vs history. https://t.co/qtljSdBB2Z"  
[X Link](https://x.com/stockpickerspb/status/2020973930861953463)  2026-02-09T21:31Z [---] followers, [---] engagements


"$HOOD Over the last [--] years: Revenues more than TRIPLED. Expenses FLAT. It may finally be time to add some shares"  
[X Link](https://x.com/stockpickerspb/status/2021429560211071286)  2026-02-11T03:42Z [---] followers, [----] engagements


"$HOOD Critical point here. Many stocks are falling due to fears of permanent disruption. Robinhood may have a few bad quarters (or longer) due to market cycles but this is NOT a long term or permanent threat to the business model. @thisisfed Played out as anticipated. Short-term $HOOD volatility is noise to me. https://t.co/aEqB5zuERl @thisisfed Played out as anticipated. Short-term $HOOD volatility is noise to me. https://t.co/aEqB5zuERl"  
[X Link](https://x.com/stockpickerspb/status/2021620314996891864)  2026-02-11T16:20Z [---] followers, [---] engagements


"Today is $APP earnings and my boss just sent an invite for a call that happens to start at market close"  
[X Link](https://x.com/stockpickerspb/status/2021673181120270708)  2026-02-11T19:50Z [---] followers, [---] engagements


"This is how you know $ONON is crushing it"  
[X Link](https://x.com/stockpickerspb/status/2022192796820812207)  2026-02-13T06:15Z [---] followers, [---] engagements


"$BROS Dutch Bros Operating Profit and Margin"  
[X Link](https://x.com/stockpickerspb/status/2022092930618732664)  2026-02-12T23:38Z [---] followers, [---] engagements


"@joecarlsonshow $APP AppLovin's stock price is fundamentally disconnected from it's operating cash flows. The company is guiding +52% YoY growth. Trading at 24x forward earnings. $APP https://t.co/YhGvToHIgS AppLovin's stock price is fundamentally disconnected from it's operating cash flows. The company is guiding +52% YoY growth. Trading at 24x forward earnings. $APP https://t.co/YhGvToHIgS"  
[X Link](https://x.com/stockpickerspb/status/2022321587509420216)  2026-02-13T14:46Z [---] followers, [---] engagements


"@MartinShkreli I dont disagree and I dont short anything. But an hour ago you said fundamentals always have and will always matter. [---] PE with declining revenue all before the impact of losing critical tax credits"  
[X Link](https://x.com/anyuser/status/1975962006432923826)  2025-10-08T16:30Z [---] followers, [----] engagements


"@MartinShkreli Of course. But there is not a single aspect of the current business that is improving. Valuation rests on assumptions for self-driving and humanoids and I dont see any evidence they are leading in either"  
[X Link](https://x.com/anyuser/status/1975963206779846973)  2025-10-08T16:35Z [---] followers, [----] engagements


"@QualityInvest5 There is nothing so easy to disprove as efficient market hypothesis 😂"  
[X Link](https://x.com/anyuser/status/1975965251305865575)  2025-10-08T16:43Z [---] followers, [---] engagements


"@YounieTyler @MartinShkreli No plans to 😂. I held $TSLA from [----] to [----] and am a huge fan of Elon. Sold when it became clear that compact car was de-prioritized changed the thesis. I still love Tesla as a company not as an investment"  
[X Link](https://x.com/anyuser/status/1975967592096596128)  2025-10-08T16:52Z [---] followers, [----] engagements


"@QualityInvest5"  
[X Link](https://x.com/anyuser/status/1975972963565568055)  2025-10-08T17:14Z [---] followers, [--] engagements


"There is nothing that would be make happier than for Tesla to solve self driving and for the stock that I sold to quadruple overnight. This breakthrough would save countless lives and make us all safer. Only a psychopath would not want that future. There is a difference between wanting it to happen and concluding that it is happening soon. I very much want it to happen"  
[X Link](https://x.com/anyuser/status/1976026581253677071)  2025-10-08T20:47Z [---] followers, [----] engagements


"@Alex_Kump @VerhalenB @YounieTyler @MartinShkreli I hope youre right $TSLA shareholders deserve a damn Super Bowl commercial"  
[X Link](https://x.com/anyuser/status/1976129405970788862)  2025-10-09T03:35Z [---] followers, [---] engagements


"@MartinShkreli Musk is one of few people alive today whose name will be remembered in [---] years. But Tesla is still overvalued especially since it doesnt capture all Musk AI potential as he has xAI"  
[X Link](https://x.com/anyuser/status/1977019278252724508)  2025-10-11T14:31Z [---] followers, [---] engagements


"🚨STOCK SCREENER STANDOUT Only ONE company meets the following criteria - AppLovin $APP Revenue growth 70% Gross margin 70% Operating margin 50% Forward EV/EBIT 50"  
[X Link](https://x.com/anyuser/status/1980324670760251779)  2025-10-20T17:26Z [---] followers, [----] engagements


"@accrued_int @silberschmelzer @muddywatersre @nypost @commonsenseplay Starting to research now after seeing this 🚨STOCK SCREENER STANDOUT Only ONE company meets the following criteria - AppLovin $APP Revenue growth 70% Gross margin 70% Operating margin 50% Forward EV/EBIT [--] 🚨STOCK SCREENER STANDOUT Only ONE company meets the following criteria - AppLovin $APP Revenue growth 70% Gross margin 70% Operating margin 50% Forward EV/EBIT 50"  
[X Link](https://x.com/anyuser/status/1980329378241511863)  2025-10-20T17:44Z [---] followers, [---] engagements


"New position in $DKNG at $34/shr. This looks like a company making the jump to consistent profitability and operating leverage. That usually works out well. I think parlays are the slot machines of online betting. And slot machines are 80% of casino revenue. Is there new competition Yes but thats why the price is what it is and I dont see this industry slowing down. Growing pie. The app is smooth and addictive lol. Well see how it goes"  
[X Link](https://x.com/anyuser/status/1980347238447738980)  2025-10-20T18:55Z [---] followers, [----] engagements


"@amitisinvesting If the investing world wasnt so scarred from the dotcom bubble $NVDA would be $400 right now"  
[X Link](https://x.com/anyuser/status/1980391348181299413)  2025-10-20T21:51Z [---] followers, [----] engagements


"Is this real $APP AppLovin just prints money now while DECREASING expenses"  
[X Link](https://x.com/anyuser/status/1980656346115764598)  2025-10-21T15:24Z [---] followers, [----] engagements


"Opened a position in $DKNG yesterday because it is priced as if prediction market companies will eat its lunch. If neutral to its business the stock is a winner. If positive to its business MASSIVE upside. In comes the acquisition of Railbird. 😎 Would not be surprised to see $100 by [----]. New position in $DKNG at $34/shr. This looks like a company making the jump to consistent profitability and operating leverage. That usually works out well. I think parlays are the slot machines of online betting. And slot machines are 80% of casino revenue. Is there new New position in $DKNG at $34/shr."  
[X Link](https://x.com/anyuser/status/1980733622677303394)  2025-10-21T20:31Z [---] followers, [----] engagements


"$APP green today in a sea of red. I believe this tweet and its dozens of views moved the market 😂 Is this real $APP AppLovin just prints money now while DECREASING expenses https://t.co/NNmwldSmxn Is this real $APP AppLovin just prints money now while DECREASING expenses https://t.co/NNmwldSmxn"  
[X Link](https://x.com/anyuser/status/1981071742966857778)  2025-10-22T18:54Z [---] followers, [---] engagements


"$DKNG +4% on a day like today New position in $DKNG at $34/shr. This looks like a company making the jump to consistent profitability and operating leverage. That usually works out well. I think parlays are the slot machines of online betting. And slot machines are 80% of casino revenue. Is there new New position in $DKNG at $34/shr. This looks like a company making the jump to consistent profitability and operating leverage. That usually works out well. I think parlays are the slot machines of online betting. And slot machines are 80% of casino revenue. Is there new"  
[X Link](https://x.com/anyuser/status/1981072881338765640)  2025-10-22T18:59Z [---] followers, [---] engagements


"$TSLA hypothetical question - If Cybercab owners find it would be more profitable to go through $UBER due to higher demand even after fees would Tesla allow this If not does Tesla compensate these owners for missed revenues Im no game theory expert but I cant come up with a scenario where Tesla successfully goes it alone especially if the Cybercabs are owned by individuals and not all part of Teslas fleet"  
[X Link](https://x.com/anyuser/status/1981107428512190667)  2025-10-22T21:16Z [---] followers, [----] engagements


"@SawyerMerritt Thoughts on this $TSLA hypothetical question - If Cybercab owners find it would be more profitable to go through $UBER due to higher demand even after fees would Tesla allow this If not does Tesla compensate these owners for missed revenues Im no game theory expert but I cant come up $TSLA hypothetical question - If Cybercab owners find it would be more profitable to go through $UBER due to higher demand even after fees would Tesla allow this If not does Tesla compensate these owners for missed revenues Im no game theory expert but I cant come up"  
[X Link](https://x.com/anyuser/status/1981135451760316582)  2025-10-22T23:07Z [---] followers, [----] engagements


"So they should continue to underinvest in capex no new factories so that they maximize FCF How exactly do they grow in this scenario I get FCF is a good thing but not for a manufacturing company that is priced for high future growth underspending on capex. This makes no sense and is in no way like the Amazon example"  
[X Link](https://x.com/anyuser/status/1981463206997746008)  2025-10-23T20:50Z [---] followers, [---] engagements


"Current Portfolio What changes would you make $NVDA $AMZN $GOOG $SHOP $NFLX $UBER $ONON $BROS $AVGO $DKNG $RDDT $DUOL $HIMS $CELH $OPEN $HOOD $APP $SFM $NBIS"  
[X Link](https://x.com/anyuser/status/1981751295330685176)  2025-10-24T15:55Z [---] followers, [----] engagements


"@HolySmokas Sell half of $NKE position and put it into $ONON"  
[X Link](https://x.com/anyuser/status/1981783249409196335)  2025-10-24T18:02Z [---] followers, [----] engagements


"Forward Valuations Based on FY28 Estimates Any of these surprising On the "cheap" side - $DKNG $CRWV On the "expensive" side - $TSLA $PLTR $SHOP"  
[X Link](https://x.com/anyuser/status/1981826812285247709)  2025-10-24T20:55Z [---] followers, [---] engagements


"$APP has had MIND-BLOWING fundamentals the last few years. COS lower than March [----] while revenues have nearly doubled in that period. This INSANE margin expansion is why EPS is growing MUCH faster than revenue. 🤯"  
[X Link](https://x.com/anyuser/status/1982124450620268832)  2025-10-25T16:37Z [---] followers, [----] engagements


"Genuine question - Is there any company with margin expansion better than this over the last few years Please share if so"  
[X Link](https://x.com/anyuser/status/1982124456160985467)  2025-10-25T16:37Z [---] followers, [--] engagements


"@Mr_Derivatives Yes and the ability to invest more aggressively without the mortgage hanging over your head"  
[X Link](https://x.com/anyuser/status/1982130762007585162)  2025-10-25T17:02Z [---] followers, [----] engagements


"Also to consider: What are the companies today that may create new massive revenue streams that are hard to predict Look for companies with huge cash flows and network effects. A couple of my favorites that I am happy to own: $NFLX and $UBER. What are yours"  
[X Link](https://x.com/anyuser/status/1982485663065997795)  2025-10-26T16:33Z [---] followers, [---] engagements


"My top [--] positions have one thing in common: I was buying in late [----] during a brutal bear market. I have averaged up on every one of them but a large portion of my total gains are from those [----] buys. $NVDA $GOOG $SHOP $AMZN"  
[X Link](https://x.com/anyuser/status/1982841271321579837)  2025-10-27T16:06Z [---] followers, [----] engagements


"@amitisinvesting Bought at $7 sold at $75 🤢"  
[X Link](https://x.com/anyuser/status/1982853409180111346)  2025-10-27T16:54Z [---] followers, [----] engagements


"@SawyerMerritt @Tesla $1 billion EBIT Alright so lets just slap a modest 1000x EBIT multiple and we get pretty close to the current valuation 😂"  
[X Link](https://x.com/anyuser/status/1982857879070933034)  2025-10-27T17:12Z [---] followers, [----] engagements


"Im no genius. Im smart in spots and I stay around those spots. - Thomas Watson former Chairman and CEO of IBM"  
[X Link](https://x.com/anyuser/status/1983170672202526943)  2025-10-28T13:55Z [---] followers, [---] engagements


"I think $DKNG is a $100 stock in two to three years. If the market gives me a chance to 4x on my next buys instead of 3x so be it. Its not easy to find stocks with this kind of upside right now. $25 PLEASE 🙂"  
[X Link](https://x.com/anyuser/status/1983185987389075630)  2025-10-28T14:55Z [---] followers, [----] engagements


"Trimmed $SHOP and added to $APP. I bought $SHOP shares for the first time in [----] and as recently as April at $84/shr. This is the first time I sell shares. The risk-reward from the current price of $176 is just less favorable. But I do believe it is one the best run companies in the world still holding 80% of my shares. $APP is now 2% position. It's not selling at bargain basement prices by any means but it's clearly a company executing at an insanely high level with potential for flywheel acceleration in the coming years. I will be diving deeper to learn more but from everything I have seen"  
[X Link](https://x.com/anyuser/status/1983207525450219842)  2025-10-28T16:21Z [---] followers, [----] engagements


"@alc2022 Reminds me of everyone who missed $TSLA and then bought $RIVN"  
[X Link](https://x.com/anyuser/status/1983262668627792014)  2025-10-28T20:00Z [---] followers, [----] engagements


"Battle of the Beaten Up Stocks 🤕🥊 Both $DKNG and $PYPL trade around 10x estimated FY28 EPS. Which of these will perform better between now and FY28 Buying either"  
[X Link](https://x.com/anyuser/status/1983287315184398394)  2025-10-28T21:38Z [---] followers, [---] engagements


"On Running $ONON is trading near its lowest valuation as a public company. Opportunity"  
[X Link](https://x.com/anyuser/status/1983293640232579224)  2025-10-28T22:03Z [---] followers, [----] engagements


"Jensen [--] months ago: The amount of business we are doing in the next year is huge. Market: no reaction Jensen [--] months ago: The amount of business we are doing in the next year is INSANELY huge. Market: no reaction Jensen [--] month ago: No really guys the amount of business we are doing in the next year is seriously massive. Market: no reaction Jensen today: Ok fine damnit Ill tell you the number $NVDA"  
[X Link](https://x.com/anyuser/status/1983311677014905053)  2025-10-28T23:15Z [---] followers, [---] engagements


"$NVDA SELLS MONEY PRINTERS💵 If AI demand is as massive as what Jensen and every other tech leader seems to believe then the best way to think of it is that the hyperscalers are buying money printers from $NVDA. So when people say How much more will the hyperscalers be willing to spend They will buy AS MANY MONEY PRINTERS AS JENSEN WILL SELL TO THEM. Why would Oracle take on debt to buy more BECAUSE THEY ARE MONEY PRINTERS How will $NVDA hold market share with high margins BECAUSE THEIR MONEY PRINTERS PRINT $100 BILLS FASTER THAN THE COMPETITION PRINTS $20s When you realize this it all makes"  
[X Link](https://x.com/anyuser/status/1983317634771771795)  2025-10-28T23:39Z [---] followers, [----] engagements


"$DKNG lowest price/GP in almost [--] years. Either the business is truly being disrupted or this is one of the best opportunities in the market"  
[X Link](https://x.com/anyuser/status/1983357885766848935)  2025-10-29T02:19Z [---] followers, [----] engagements


"There is a lot to be excited about with $APP new Axon Ads Manager. One other thing to point out - This was developed WITHOUT INCREASING R&D SPEND the last couple years Folks this is NOT NORMAL. 😳 Do you know how many companies spend on R&D like drunken sailors with little to show for it This company is currently operating on another level. $APP next catalyst: the Axon Ads Manager. They're moving from a manual high-touch process with a few large clients to a self-serve platform for any business. This is the move from 'service' to 'platform.' I am watching carefully this evolution and"  
[X Link](https://x.com/anyuser/status/1983383993694527506)  2025-10-29T04:02Z [---] followers, [----] engagements


"The last time $DKNG price/GP fell this low was in Jan [----] (See quoted post). What happened after The stock more than tripled in less than a year. $DKNG lowest price/GP in almost [--] years. Either the business is truly being disrupted or this is one of the best opportunities in the market. https://t.co/WYo1TDYyTV $DKNG lowest price/GP in almost [--] years. Either the business is truly being disrupted or this is one of the best opportunities in the market. https://t.co/WYo1TDYyTV"  
[X Link](https://x.com/anyuser/status/1983574342748529102)  2025-10-29T16:39Z [---] followers, [----] engagements


"@munster_gene https://x.com/munster_gene/status/1920145822705975551 $GOOG down 6% on comments from Apple's Eddie Cue is just the beginning of the decline. GOOG is likely going lower because Search is in the very early stages of a seismic change that investors haven't fully factored into current valuation. https://x.com/munster_gene/status/1920145822705975551 $GOOG down 6% on comments from Apple's Eddie Cue is just the beginning of the decline. GOOG is likely going lower because Search is in the very early stages of a seismic change that investors haven't fully factored into current valuation"  
[X Link](https://x.com/anyuser/status/1983635224757203016)  2025-10-29T20:41Z [---] followers, [---] engagements


"$DKNG Free Cash Flow This company is selling near its lowest valuation ever btw"  
[X Link](https://x.com/anyuser/status/1983907982980374699)  2025-10-30T14:44Z [---] followers, [----] engagements


"$SHOP passing the torch to $APP in my portfolio. #OperationalExcellence"  
[X Link](https://x.com/anyuser/status/1983966947143303289)  2025-10-30T18:39Z [---] followers, [---] engagements


"$ROKU finally with positive operating income for the first time since [----]. Lets see if they can exercise some cost discipline going forward. Its been an exhausting ride for shareholders. No position currently"  
[X Link](https://x.com/anyuser/status/1984040326718497028)  2025-10-30T23:30Z [---] followers, [---] engagements


"@DeepValueBagger Bleeding core business $DUOL"  
[X Link](https://x.com/anyuser/status/1984079499777175718)  2025-10-31T02:06Z [---] followers, [----] engagements


"Many people will criticize this as pie in the sky but it is simply following early evidence to its logical conclusion. Its the same reason that AI itself was predicted long ago. Since the early days of computers if you just assumed continual progress the logical conclusion was that artificial intelligence would eventually rival human intelligence. Just look at HAL in 2001: A Space Odyssey made in [----]. Those scoffing at the numbers should consider the question why wouldnt this happen If AI is eventually able to do most of these jobs better than humans what stops this from becoming reality new"  
[X Link](https://x.com/anyuser/status/1984284569294786665)  2025-10-31T15:41Z [---] followers, 41.3K engagements


"@alc2022 As someone who sold at $75 sincere congrats. Credit where it is due"  
[X Link](https://x.com/anyuser/status/1984286337240043584)  2025-10-31T15:48Z [---] followers, [----] engagements


"Which is a better buy right now $DKNG or $DUOL I have been adding to both more heavily to $DKNG"  
[X Link](https://x.com/anyuser/status/1984331985989550424)  2025-10-31T18:49Z [---] followers, [---] engagements


"@Mr_Derivatives $DKNG is a buy here $DKNG lowest price/GP in almost [--] years. Either the business is truly being disrupted or this is one of the best opportunities in the market. https://t.co/WYo1TDYyTV $DKNG lowest price/GP in almost [--] years. Either the business is truly being disrupted or this is one of the best opportunities in the market. https://t.co/WYo1TDYyTV"  
[X Link](https://x.com/anyuser/status/1984358980823761094)  2025-10-31T20:37Z [---] followers, [----] engagements


"4) Gross profit margin and operating margin Both companies have GP margin around 80%. Both expanding operating margin. $APP has exploded higher sitting at 51% over the trailing [--] months compared to 17% for $PLTR. To be clear $PLTR margin expansion is outrageously good and it only looks less impressive when presented along with $APP. I explain what led to this with the next charts"  
[X Link](https://x.com/anyuser/status/1984622975866585332)  2025-11-01T14:06Z [---] followers, [---] engagements


"5b) Operating Leverage - AppLovin Just look at this for a second 😳 Finance textbooks wouldnt dare include a made up example so perfect. THIS is how operating margin has exploded for $APP. The cost discipline and efficiency here is unheard of. Decreasing expenses while gross profits race higher 🤯. Unreal"  
[X Link](https://x.com/anyuser/status/1984622987912335820)  2025-11-01T14:06Z [---] followers, [----] engagements


"6) Valuation Market Capitalization $PLTR - $461 billion $APP - $216 billion Fwd P/FCF $PLTR - [---] $APP - [--] Fwd P/E $PLTR - [---] $APP - [--] $PLTR has a much higher bar to clear to earn positive returns as an investment in the coming years. While this valuation makes it more vulnerable to 50% drawdowns in any significant market pullbacks it could still be worth many times its current value years from now. But execution risk is high and this stock is not for the faint of heart. I do not currently have a position in $PLTR. $APP - While the valuation is not cheap a continuation of its current"  
[X Link](https://x.com/anyuser/status/1984622991481934149)  2025-11-01T14:06Z [---] followers, [---] engagements


"7) Final Thoughts While the operating structures are hugely important the qualitative aspects are equally important - things like TAM MOAT management etc. While not covered in this thread let me know your thoughts in the comments Follow for more stock analysis and new picks 🙏"  
[X Link](https://x.com/anyuser/status/1984622993507828104)  2025-11-01T14:06Z [---] followers, [---] engagements


"No criticism of any of these holdings. But I find allowing myself a small % of the portfolio for high growth riskier names that I believe in allows for more excitement in the journey without putting too much capital at risk. Just like I dont drink Coke all the time but man is it nice to have on occasion. Just one mans opinion. But super solid portfolio. 👍"  
[X Link](https://x.com/anyuser/status/1985059039978619166)  2025-11-02T18:58Z [---] followers, [---] engagements


"@StockMarketNerd Its crazy to me that $AAPL is the one exception that apparently has no use for the world-changing hardware and technology all of its peers are fighting over"  
[X Link](https://x.com/anyuser/status/1985122232050569534)  2025-11-02T23:09Z [---] followers, [---] engagements


"@BradoCapital $ONON (60% gross margin 30% revenue growth) $DUOL (72% gross margin 37% FCF margin) $DKNG (40% gross margin approaching consistent profitability)"  
[X Link](https://x.com/anyuser/status/1985177092305440896)  2025-11-03T02:47Z [---] followers, [----] engagements


"@Mr_Derivatives Seriously considering trimming $AMZN and $GOOG to start a position in $META"  
[X Link](https://x.com/anyuser/status/1985496589683855474)  2025-11-03T23:57Z [---] followers, [----] engagements


"@Leo_Traydes All my friends throwing out parlays Bullish $DKNG"  
[X Link](https://x.com/anyuser/status/1985526547940589946)  2025-11-04T01:56Z [---] followers, [---] engagements


"$UBER Gross Profit vs Expenses The trend continues"  
[X Link](https://x.com/anyuser/status/1985717129128395069)  2025-11-04T14:33Z [---] followers, [----] engagements


"Excited to buy more PayPal stock. What a deal. $PYPL"  
[X Link](https://x.com/anyuser/status/1985796533158359116)  2025-11-04T19:49Z [---] followers, [----] engagements


"@GordonJohnson19 @Tesla_Optimus @elonmusk Correct on fundamentals incorrect on timing. You underestimate the power of a cult. If they havent given up yet on the idea of Tesla running the table with robotaxi he can get at least [--] more years out of Optimus hype. AT LEAST"  
[X Link](https://x.com/anyuser/status/1985824920967004353)  2025-11-04T21:42Z [---] followers, [----] engagements


"$BROS Dutch Bros. Free Cash Flow/share Anybody else like where this is headed Update coming tomorrow (Wednesday) with earnings after the bell"  
[X Link](https://x.com/anyuser/status/1985939278770422038)  2025-11-05T05:16Z [---] followers, [----] engagements


"@Mr_Derivatives Destroying the stock yes. But no evidence so far that it is hurting the company. Potential disconnect there may be huge opportunity"  
[X Link](https://x.com/anyuser/status/1986106810290585758)  2025-11-05T16:22Z [---] followers, [---] engagements


"$DKNG The trend has been undeniably positive and it's about time for the orange line (gross profit) to find a permanent home above the blue line (expenses). This quarter (reporting today) may not be it due to seasonality but guidance is critical"  
[X Link](https://x.com/anyuser/status/1986117051296178262)  2025-11-05T17:02Z [---] followers, [----] engagements


"$BROS Another excellent quarter from Dutch Bros. Revenue up 25% YOY Operating income up 28% YOY Same store stales up 5.7% for company operated stores almost all of it 4.7% from increased # of transactions as opposed to ticket prices. The highest in years This is EXCELLENT especially considering what we have seen in others indicating consumer weakness. Imagine how well $BROS does when the consumer is much stronger. Gave up a bit in gross margin (25.2% vs. 26.6% last year) but made up for it with continued operating leverage by keeping SG&A in check. Operating margin of 9.8% vs 9.6% last year."  
[X Link](https://x.com/anyuser/status/1986199805618757994)  2025-11-05T22:31Z [---] followers, [---] engagements


"Unreal. The impossible chart continues. $APP Warm welcome for my first earnings as a shareholder. 🙂"  
[X Link](https://x.com/anyuser/status/1986202555022778697)  2025-11-05T22:42Z [---] followers, [----] engagements


"OK hear me out $PLTR gets a forward P/E of [---] because it has a Rule of [--] score of [---]. You may have heard this mentioned [----] times. $APP has a Rule of [--] score of [---]. You probably have not heard this mentioned. Anyway just being logical here $APP therefore deserves a fwd PE of well above [---] but well go with it to be conservative. Stock price should be $2400 Right 😂 But seriously these numbers are absolutely bonkers"  
[X Link](https://x.com/anyuser/status/1986284437425037449)  2025-11-06T04:08Z [---] followers, [----] engagements


"$APP - Another one for the real financial statement nerds out there. Each bar represents total revenues on a TTM basis showing where the dollars land. Notice the recent trend - COS and expenses are flat so the revenue increases all go straight to income. 🤯"  
[X Link](https://x.com/anyuser/status/1986502073173803447)  2025-11-06T18:32Z [---] followers, [---] engagements


"$BROS Revenues per Shop Over the trailing [--] months Dutch Bros. had revenues per shop of $1.42B. Quickly closing the gap with Starbucks $SBUX which was $1.49B per shop in North America over the same period"  
[X Link](https://x.com/anyuser/status/1986509169915314226)  2025-11-06T19:01Z [---] followers, [----] engagements


"Great point on SBC as I very much dislike companies being rewarded for high SBC. FWIW I would love to see your adjusted FCF metric applied to several companies and see how they compare to each other and to their own reported FCF numbers. Very nice analysis even though I am a $DUOL shareholder 😂"  
[X Link](https://x.com/anyuser/status/1986861689489498541)  2025-11-07T18:21Z [---] followers, [---] engagements


"$APP Take a look at AppLovin's free cash flow next to total revenues. The orange bar is catching up On a TTM basis FCF was 61% of revenues as of September [----] vs 12% as of September [----]. CASH. PRINTER"  
[X Link](https://x.com/anyuser/status/1986952914125164924)  2025-11-08T00:24Z [---] followers, [----] engagements


"@davey_juice It boggles the mind. In most growing companies these expenses are inevitably pulled higher as if by a force of nature. These numbers are so incredibly telling about the culture and efficiency of $APP"  
[X Link](https://x.com/anyuser/status/1987723004739207628)  2025-11-10T03:24Z [---] followers, [---] engagements


"$APP below $600. Whether its a fair price or an absolute steal depends on the success of the new Axon Ads Manager currently being rolled out. Its too early to reliably bake in projections into a DCF model with any certainty and therefore can only be partially priced in as an option of sorts. But this is where the opportunity lies. Any stock trading at a high multiple could get hammered at any time part of the deal. But if you believe in the management team and you are willing to risk some amount of capital betting on the success of that team the reward could be massive. I am betting on the"  
[X Link](https://x.com/anyuser/status/1988297783187792011)  2025-11-11T17:28Z [---] followers, [---] engagements


"$ONON is taking off like a rocket in Asia. This is HUGE. Asia-Pacific sales increased 109% YOY (constant currency basis) in the September quarter now making up 18% of reported total sales compared to 12% last year"  
[X Link](https://x.com/anyuser/status/1988671802206511231)  2025-11-12T18:14Z [---] followers, [----] engagements


"CARPE DECLINUM When a company that you have conviction in is being beaten down do not despair. Remember. Carpe Declinum. Seize the dip boys $META $DUOL $APP $DKNG $NBIS $ONON $ORCL"  
[X Link](https://x.com/anyuser/status/1988676743411241260)  2025-11-12T18:34Z [---] followers, [---] engagements


"Added to: $APP at $551 $DUOL at $184"  
[X Link](https://x.com/anyuser/status/1989088060169154579)  2025-11-13T21:48Z [---] followers, [---] engagements


"$GOOG BERKSHIRE BUYS 17.8M SHARES OF $GOOGL https://t.co/IGHpOpswyi BERKSHIRE BUYS 17.8M SHARES OF $GOOGL https://t.co/IGHpOpswyi"  
[X Link](https://x.com/anyuser/status/1989444399739338844)  2025-11-14T21:24Z [---] followers, [---] engagements


"Portfolio Update 11/14/25 Recent changes: Trimmed: $SHOP $OPEN Added to: $APP $DKNG $DUOL Sold: $SFM"  
[X Link](https://x.com/anyuser/status/1989484978837795260)  2025-11-15T00:05Z [---] followers, [----] engagements


"$DKNG Free Cash Flow The market hates this company right now. Ill take it"  
[X Link](https://x.com/anyuser/status/1989721882858246245)  2025-11-15T15:47Z [---] followers, [---] engagements


"$DKNG MULTI-BAGGER POTENTIAL DraftKings is expected to have free cash flow (FCF) of $1.75B in [----]. At 20x FCF it would have a market cap of $35B in [----] stock price of $68. Current stock price is $29 so a 133% gain in two years. The market is implying that it does not believe these estimates mainly due to fears of prediction markets taking market share. There is currently no evidence of prediction markets hurting its business. Now what if prediction markets are a net positive In a reasonable bull case lets say DraftKings holds market share in states with licensed sportsbooks and prediction"  
[X Link](https://x.com/anyuser/status/1989739055618429368)  2025-11-15T16:55Z [---] followers, [----] engagements


"I was curious how AppLovins operating margin compares to the Mag [--]. In the past [--] years $APP has gone from negative OM to 60% operating margin surpassing all of the Mag [--] companies"  
[X Link](https://x.com/anyuser/status/1989906163383812170)  2025-11-16T03:59Z [---] followers, [----] engagements


"@SawyerMerritt I dont love this as an $AMZN shareholder in the same way I didnt like Elon having a separate AI company outside of $TSLA"  
[X Link](https://x.com/anyuser/status/1990466699037139333)  2025-11-17T17:06Z [---] followers, 251.3K engagements

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